Marvell Technology, Inc. (NASDAQ:MRVL) is one of the High Growth Semiconductor Stocks to Buy. On March 17, Marvell Technology, Inc. (NASDAQ:MRVL) unveiled its latest Structera S 60260, which is said to be the world’s first 260-lane PCIe 6.0 switch. ​Management launched the switch at OFC 2026 in Los Angeles and noted that it stems from the company’s recent acquisition of XConn Technologies. The company also highlighted that this pushes PCIe connectivity to new heights for AI data centers. Management noted ...

[Table_Page] 深度分析|专用设备 证券研究报告 [Table_Title] AI 珠峰系列五 CPO 渐行渐近，有望重构高效算力互连架构 [Table_Summary] 核心观点： [Table_Grade] 行业评级 买入 前次评级 买入 报告日期 2026-03-29 [Table_PicQuote] 相对市场表现 -20% -6% 8% 22% 36% 50% 03/25 05/25 08/25 10/25 01/26 03/26 专用设备 沪深300 | [分析师： Table_Author]孙柏阳 | | --- | | SAC 执证号：S0260520080002 | | 021-38003680 | | sunboyang@gf.com.cn | | 分析师： 汪家豪 | | SAC 执证号：S0260522120004 | | SFC CE No. BWR740 | | 021-38003792 | | wangjiahao@gf.com.cn | | 分析师： 王宁 | | SAC 执证号：S0260523070004 | | 021-38003627 | | shwangnin ...

Marvell, Caterpillar Lead Five Stocks To Watch In Weak, Volatile Market | Investor's Business Daily BREAKING: Major Indexes Fall For Fifth Straight Week Related news As Market Plunges, Do This; Costco, Ensign, Johnson & Johnson Hold Up 3/27/2026 Alissa Coram and Mike Webster walk through Friday's market action and discuss key stocks to watch in Stock Market Today. 3/27/2026 Alissa Coram and Mike Webster walk through Friday's market action... Nasdaq Undercuts Lows In Market Sell-Off; Sandisk, Vertiv ...

The rapid adoption of artificial intelligence (AI) is driving explosive demand for data center infrastructure. Hyperscalers spent $410 billion in capital expenditures last year, according to The Motley Fool's research, and capital spending is expected to increase again in 2026. Marvell Technology (NASDAQ: MRVL) is well-positioned to benefit from this trend. It supplies high-speed interconnects, networking switches, and custom chips that keep everything in the data center connected and running fast. Its dat ...

Key Takeaways MRVL's data center business generated $6.1B in fiscal 2026, making up 74.4% of total revenues.MRVL is benefiting from AI-driven demand, with interconnect revenues set to grow over 50% in fiscal 2027.MRVL expects switching revenues to surpass $600M and custom silicon to grow 20% in fiscal 2027.Marvell Technology (MRVL)  posted strong results in fiscal 2026, with 74.4% of revenues coming from the data center business, which reached $6.1 billion. Given the contribution to MRVL’s top line and the ...

Dow Jones Futures Rise, Oil Prices Fall On U.S. Peace Plan To Iran; 7 Stocks To Watch | Investor's Business Daily BREAKING: Futures Rise, Oil Prices Fall On Iran Deal Hopes Dow Jones futures rose solidly early Wednesday, along with S&P 500 futures and Nasdaq futures, as oil prices tumbled, on reports that the U.S. sent a peace plan to Iran. The stock market rallied off morning lows with the major indexes closing lower Tuesday but small caps rising. That's despite crude oil prices and Treasury yields rebound ...

PRIMER 23 March 2026 China Semiconductors on 23-Mar-2026 Future of Tech: AI Datacenter Networking Primer Qingyuan Lin, Ph.D. +852 2123 2654 qingyuan.lin@bernsteinsg.com Stacy A. Rasgon, Ph.D. +1 213 559 5917 stacy.rasgon@bernsteinsg.com Francis Ma +852 2123 2626 francis.ma@bernsteinsg.com +852 2123 2694 zheng.cui@bernsteinsg.com Arpad von Nemes +1 917 344 8461 arpad.vonnemes@bernsteinsg.com Alrick Shaw +1 917 344 8454 alrick.shaw@bernsteinsg.com See the Disclosure Appendix of this report for required disclo ...

Brown Advisory, an investment management company, released its “Brown Advisory Mid-Cap Growth Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The Strategy lagged the Russell Midcap® Growth Index in the fourth quarter due to stock selection. The performance was in line with expectations for the full year. The firm believes that the Strategy underperformed in 2025 because it did not own Palantir Technologies Inc (PLTR). The Strategy focuses on achieving solid risk-a ...

Marvell Technology, Inc. (NASDAQ:MRVL) ranks among the best high profit margin stocks to buy. Following Marvell Technology, Inc. (NASDAQ:MRVL)’s quarterly earnings, Loop Capital reiterated its Buy rating and $120 price objective for the stock on March 6. The company posted fourth-quarter earnings that exceeded Wall Street projections and provided first-quarter guidance that was much higher than analyst estimates, driven by strong demand for its AI data center solutions. Marvell Technology Group Ltd. (NASD ...

中金研究 我们参加了于3月17日-19日在美国洛杉矶举行的OFC 2026大会。作为全球光通信行业风向标之一，根据官网，本届大会汇聚超1.6万名参会人和700余 家参展企业，海内外科技企业同台竞技，纷纷展出光通信领域前沿技术与成果。从本次OFC大会中，我们感受到在位厂商对AI大周期的信心，建议关 注Scale up CPO/NPO、Scale across、OCS等光通信行业发展趋势。 点击小程序查看报告原文 Abstract 摘要 Scale up CPO趋势明确， NPO方案有 望率先放量。 CPO是本次OFC焦点话题之一。中国企业在FAU、ELS模块、OE光引擎封装等环节表现出产业引领地 位；日美企业在光芯片、连接插芯等环节展出更多创新方案。我们认为，尽管CPO在实现大规模商用上仍面临难题，但在scale up场景中，由于对 beachfront density和单位带宽功耗的要求明显高于scale out，CPO的意义更加突出、确切，产业共识认同CPO将在scale up增量场景中明确放量，我们预计 有望在2H27-2028放量。得益于NPO在维护成本、可靠性、产业链复制等方面的优势，我们判断2027 ...