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Marvell Becomes a High-Beta AI Play as Data Center Revenue Dominates the Model
Investing· 2026-01-08 20:08
Market Analysis by covering: Marvell Technology Inc. Read 's Market Analysis on Investing.com ...
Marvell: XConn Could Be A Game Changer (NASDAQ:MRVL)
Seeking Alpha· 2026-01-08 18:03
Marvell Technology, Inc. ( MRVL ) has been active in the M&A sector in recent weeks, which I believe has strengthened the company's position and expanded its portfolio. The XConnMy primary area of concentration will be on identifying companies of exceptional caliber, with a proven ability to reinvest capital for impressive returns. The ideal scenario is for these companies to demonstrate a long-term capability of capital compounding, with a high enough compound annual growth rate to potentially deliver tenf ...
MRVL Expands AI Connectivity Through Acquisitions: What's Next?
ZACKS· 2026-01-08 16:45
Key Takeaways MRVL acquired XConn to add PCIe 5/6 and CXL switching, strengthening its Ultra Accelerator Link strategy.Marvell Technology expects XConn to add 20 customers and about $100M revenues in fiscal 2028.MRVL says Celestial AI should contribute in 2H 2028 and reach $1B by Q4 of fiscal 2029.Marvell Technology (MRVL) is expanding its AI connectivity portfolio by launching new products and through acquisitions. Its recent decision to acquire XConn Technologies was made to expand its portfolio with the ...
美国半导体与半导体设备・SemiBytes:CES 前瞻、2025 回顾US Semiconductors and Semi Equipment_ SemiBytes_ CES Preview, 2025 in Retrospective
2026-01-08 10:42
ab 4 January 2026 CES this week (NVDA, MU, MRVL, TXN, ADI, ON, MCHP, SWKS, private companies) 2026 Preview - Another Good Year for Semis Along with our 2026 US Semiconductors Preview, we updated our 180+ page comprehensive slide deck featuring key charts, commentary by end market, messages, forecasts, analyses, most read research, and investment thesis/risks for each of the stocks in our broad semis/SPE coverage. 2025 In Retrospective Semis returned 42% in 2025 vs Tech at 23% and the broader market at 16%. ...
Marvell: Connectivity Push Keeps Bull Thesis Intact (NASDAQ:MRVL)
Seeking Alpha· 2026-01-08 09:45
Back in October, I stated that Marvell Technology, Inc. ( MRVL ) could be a marvellous buy, but since then, the stock has offered slightly negative returns. That is a bit disappointing, but today we'll see if thisI'm a full-time investor with a strong focus on the tech sector. I graduated with a Bachelor of Commerce Degree with Distinction, major in Finance. I'm also a proud lifetime member of the Beta Gamma Sigma International Business Honor Society. My core values are: Excellence, Integrity, Transparency, ...
Marvell Technology: Connectivity Push Keeps Bull Thesis Intact
Seeking Alpha· 2026-01-08 09:45
Core Viewpoint - Marvell Technology, Inc. (MRVL) was previously identified as a potential investment opportunity, but the stock has since experienced slightly negative returns since October [1]. Group 1: Company Performance - The stock of Marvell Technology has offered slightly negative returns since the last analysis, which is considered disappointing [1]. Group 2: Analyst Background - The analyst has a strong focus on the tech sector and holds a Bachelor of Commerce Degree with Distinction, majoring in Finance [1]. - The analyst is a lifetime member of the Beta Gamma Sigma International Business Honor Society, emphasizing values such as Excellence, Integrity, Transparency, and Respect [1].
半导体 - CES 2026 要点:AI 势头延续;模拟芯片数据边际向好_ Semiconductors_ CES 2026 Takeaways_ AI strength continues; incrementally positive analog datapoints
2026-01-08 02:43
7 January 2026 | 4:01PM EST Equity Research AMERICAS TECHNOLOGY: SEMICONDUCTORS CES 2026 Takeaways: AI strength continues; incrementally positive analog datapoints We hosted group meetings and/or attended keynotes with Nvidia, AMD, Analog Devices, Micron, Marvell, onsemi, and Skyworks; we also participated in booth tours hosted by Synopsys and TI. Digital, EDA, and Memory takeaways: NVDA, AMD, SNPS, MU, MRVL Nvidia, AMD and Marvell all noted the ongoing strong demand for AI infrastructure, with incremental ...
澜起科技股份有限公司 关于出售资产的公告
登录新浪财经APP 搜索【信披】查看更多考评等级 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏,并对其内容 的真实性、准确性和完整性承担法律责任。 ● 本次交易不构成关联交易,也不构成《上市公司重大资产重组管理办法》规定的重大资产重组。 ● 风险提示: (一)本次交易尚需满足标的公司股东会批准、相关政府审批等交割条件,具体完成时间存在不确定 性。 (二)本次交易除需满足相关交割条件外,在实施过程中可能存在市场、经济与政策法律变化等不可预 见因素的影响,故本次交易最终能否完成存在不确定性。 公司将持续关注交易进展,并按照相关法律法规及监管要求履行信息披露义务。敬请广大投资者谨慎投 资,注意投资风险。 一、交易概述 (一)本次交易的基本情况 1.本次交易概况 澜起开曼参股的XConn公司收到买方要约,买方拟收购XConn公司全部股权,经买方与标的公司董事会 协商一致,近期已签署《合并协议》。经研究决定,公司同意本次交易并与买方签署《支持协议》。本 次交易前,澜起开曼持有标的公司全面摊薄后的股权比例为13.075%;本次交易完成后,澜起开曼将不 再持有标的公司的股权。 重要内容提示 ...
Unusual Volume in Marvell Technology Put Options - Is MRVL Stock Undervalued?
Yahoo Finance· 2026-01-07 18:30
Today, unusual volume in out-of-the-money (OTM) Marvell Technology, Inc. (MRVL) put options is focusing attention on MRVL stock. Based on its recent acquisition and strong free cash flow, MRVL stock may be 38% undervalued at over $116 per share. Marvell Technology, a system-on-a-chip designer, announced a bolt-on acquisition yesterday to enhance its AI-related product offerings. More News from Barchart MRVL stock - last 3 months - Barchart - Jan. 7, 2026 However, MRVL stock is down today to $84.32 per ...
Marvell CEO Says AI Bookings Are 'On Fire' — Analyst Sees Massive Upside
Benzinga· 2026-01-07 17:58
Marvell Technology, Inc (NASDAQ:MRVL) is well-positioned to ride the next wave of AI-driven growth, said a JPMorgan analyst. • Marvell Tech stock is taking a hit today. Why is MRVL stock falling?AI Demand, Data Center Growth Remain StrongJPMorgan analyst Harlan Sur maintained an Overweight rating on Marvell.Sur said Marvell's AI outlook remained robust after the firm hosted a fireside chat with Chairman and CEO Matt Murphy and Senior Vice President of Investor Relations Ashish Saran, highlighting strong dem ...