Despite lagging the market in past year and since my last coverage , Marvell Technology, Inc.'s ( MRVL ) bullish driver is its push into AI scale-up interconnects via the Celestial AI acquisitionHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. Investment Style: Sp ...

Core Viewpoint - Marvell Technology, Inc. (MRVL) is focusing on AI scale-up interconnects through its acquisition of Celestial AI, which is seen as a bullish driver despite lagging the market in the past year [1] Group 1: Company Strategy - The acquisition of Celestial AI is aimed at enhancing Marvell's capabilities in AI interconnect technology, positioning the company for future growth in this sector [1] Group 2: Market Position - Marvell has underperformed the market over the past year, indicating potential challenges in its current market strategy [1] Group 3: Investment Philosophy - The investment approach emphasizes identifying high-potential opportunities with significant upside potential, focusing on asymmetric risk-reward scenarios [1]

A fresh look at global semiconductor supply chains is reshaping analyst views as hyperscaler demand accelerates and memory constraints tighten across the industry. • Advanced Micro Devices shares are climbing with conviction. What’s driving AMD stock higher?Hyperscalers Tighten Memory Supply, Prices RiseAfter a recent Asia trip, KeyBanc analyst John Vinh updated several semiconductor ratings and forecasts, pointing to hyperscaler-driven demand that is tightening memory supply and reshaping winners and loser ...

J P M O R G A N North America Equity Research 09 January 2026 Semiconductors CES Overview: AI Bookings/Backlog Strength Allay Fears of Peak Spending; Cyclical End Markets Recovery Accelerates with Strong Focus on Physical/ Edge AI J.P. Morgan hosted virtual fireside chats with Marvell and NVIDIA management teams along with in-person meetings/booth tours with Analog Devices, Micron, Synaptics, Synopsys, Skyworks, and Silicon Labs, in conjunction with the 2026 International Consumer Electronics Show (CES). Br ...

​Marvell Technology, Inc. (NASDAQ:MRVL) is one of the Best Stocks to Buy for High Returns in 2026. On January 7, Aaron Rakers from Wells Fargo reiterated a Buy rating on Marvell Technology, Inc. (NASDAQ:MRVL) with a $135 price target. Earlier, on January 6, Harlur Sur from J.P. Morgan reiterated a Buy rating on the stock without disclosing any price targets. ​The renewed bullish sentiment around the stock stems from the company’s decision to acquire XConn Technologies, announced on January 6. Management ...

Investors with a lot of money to spend have taken a bullish stance on Marvell Technology (NASDAQ:MRVL).And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with MRVL, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options scann ...

Marvell Technology, Inc. (NASDAQ:MRVL) is one of the AI Stocks Analysts Are Watching Closely. On January 6, Raymond James analyst Simon Leopold reiterated a Strong Buy rating on the stock with a $125.00 price target. The rating affirmation follows Marvell’s announcement of intent to acquire XConn, a provider of PCIe and CXL switching silicon and UALink technology. The deal, worth about $540M, is expected to strengthen its AI data center connectivity solutions. Marvell noted that this acquisition enhances ...

In this article, we will look at the 10 Best Stocks to Buy for High Returns in 2026.​On January 6, Brian Belski, the CEO and chief investment officer of Humilis Investment Strategies, appeared on a CNBC Television interview to talk about his outlook for 2026. He expects the S&P 500 to end the year between 7,300 and 7,500. He had released a note earlier, saying that his firm sees the US stock market transitioning towards an earnings-driven and fundamentally performance-driven trajectory. Belski noted that th ...

Market Analysis by covering: Marvell Technology Inc. Read 's Market Analysis on Investing.com ...

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 ...