Marvell Technology, Inc. - Common Stock (MRVL)

Qualcomm has underperformed the market, with 6% YTD returns compared to PHLX Semiconductor's 13%. The company is facing challenges in the mobile device market but is aiming for growth through AI and partnerships with other companies.

Marvell Technology's stock has faced challenges due to competition, economic uncertainty, and tariff policies. However, it specializes in high-performance chips for data infrastructure and has promising AI chip projects with Microsoft and Amazon.

Taiwan Semiconductor is proving to be the engine of growth for the artificial intelligence megatrend. TSM stock is in record-high territory.

All three stocks are poised to go higher.

Micron stock slid Thursday despite the memory-chip giant delivering a beat-and-raise fiscal third-quarter earnings report.

With the AI infrastructure buildout in full swing, here are 3 semiconductor stocks well-positioned to grow significantly as revenue and earnings increase

Markets Find Their Groove as Geopolitics Cool Down and Powell Softens the Edges

Marvell's stock surged after new AI chip deals prompted a wave of institutional buying and a series of validating price target increases from analysts.

Semiconductor chip stocks, including Nvidia, Broadcom, TSMC, Intel, Arm, Marvell are down due to the end of waivers for chipmakers to send tech to China.

Semiconductor stocks tied to the AI megatrend dipped on Friday as the second quarter nears its end. Nvidia stock was among the decliners.

Marvell Technology is currently in Phase 7 of its Adhishthana Cycle on the monthly chart, and the structure is setting up for a breakout.

Marvell Technology has gotten torched over the last six months - since December 2024, its stock price has dropped 30.9% to $75.35 per share. This may have investors wondering how to approach the situation.

The Fed holds rates steady, Marvell shines post-AI event, and Wall Street weighs tariffs, inflation, and geopolitical noise.

Credo stock notched an all-time high on Wednesday amid strong demand for its high-speed connectivity systems for data centers.

Marvell stock jumped after the chipmaker increased its addressable market for custom chips for artificial intelligence applications.

Marvell reportedly announced several updates at its custom AI silicon event – the company raised its total addressable market (TAM) estimate to $94 billion by 2028, up by 26% from its previous forecast.