本周早些时候，有媒体报道称微软正寻求博通(AVGO.US)的协助开发定制AI芯片；与此同时， Benchmark基于对"迈威尔科技失去亚马逊芯片设计订单"的高度确信，下调了其股票评级。这些消息一 度引发市场对迈威尔科技客户基础稳定性的担忧。 Murphy强调，公司业务并未发生变化。"我可以告诉你，从周二到周五，没有任何变化，我们没有失去 任何业务。"直接驳斥了此前媒体关于客户流失的传闻。 周三美股盘前，迈威尔科技(MRVL.US)股价上涨逾1.7%。公司首席执行官(CEO)Mark Murphy在接受采 访时否认近期有关其失去来自亚马逊(AMZN.US)和微软(MSFT.US)业务的报道，提振了市场情绪。 不过，迈威尔科技在本月公布季度业绩时已给出未来两年的业务展望，并受到华尔街分析师的普遍正面 评价。此外，公司确认将以至少32.5亿美元收购光子互连技术公司Celestial AI，其中包括10亿美元现金 以及2720万股迈威尔科技股票(按当前估值约22.5亿美元)。业内普遍认为，该收购将进一步强化迈威尔 科技在AI加速和高性能互连领域的布局。 ...

不过，迈威尔科技在本月公布季度业绩时已给出未来两年的业务展望，并受到华尔街分析师的普遍正面 评价。此外，公司确认将以至少32.5亿美元收购光子互连技术公司Celestial AI，其中包括10亿美元现金 以及2720万股迈威尔科技股票(按当前估值约22.5亿美元)。业内普遍认为，该收购将进一步强化迈威尔 科技在AI加速和高性能互连领域的布局。 Murphy强调，公司业务并未发生变化。"我可以告诉你，从周二到周五，没有任何变化，我们没有失去 任何业务。"直接驳斥了此前媒体关于客户流失的传闻。 智通财经APP获悉，周三美股盘前，迈威尔科技(MRVL.US)股价上涨逾1.7%。公司首席执行官 (CEO)Mark Murphy在接受采访时否认近期有关其失去来自亚马逊(AMZN.US)和微软(MSFT.US)业务的 报道，提振了市场情绪。 本周早些时候，有媒体报道称微软正寻求博通(AVGO.US)的协助开发定制AI芯片；与此同时， Benchmark基于对"迈威尔科技失去亚马逊芯片设计订单"的高度确信，下调了其股票评级。这些消息一 度引发市场对迈威尔科技客户基础稳定性的担忧。 ...

Marvell Technology (MRVL) stock is a highly rated growth stock with strong analyst ratings. One bad thing about MRVL stock is that it has a low dividend yield of just 0.26%. More News from Barchart But what if we could use options to manufacture our own dividend? Does MRVL Pay a Dividend? Let's say I have $9,000 to invest into MRVL stock, I could simply buy 100 shares and hope the stock rises. But, if I want a more conservative play, I could sell a March 20, 2026, 2025 put with a strike price of $85 a ...

Core Insights - The investment landscape surrounding the AI boom is heavily focused on hardware providers, particularly Broadcom and Marvell Technology, which are key players in AI infrastructure development [2] - Broadcom has a significant market capitalization of $1.8 trillion compared to Marvell's $80 billion, highlighting a stark difference in scale and market presence [2] - Broadcom's stock has appreciated by 600% since the debut of ChatGPT, while Marvell's stock has increased by 105% during the same period [2] Market Positioning - Hyperscalers are shifting investments towards custom silicon, moving away from general-purpose GPUs to manage costs and reduce reliance on Nvidia [3] - Broadcom operates with a larger customer scale and deeper penetration in the hyperscaler market compared to Marvell, leading to revenue and margin disparities [4] - Broadcom's revenue for FY exceeds $63 billion, while Marvell's revenue is approximately $8 billion, with forward earnings multiples of 41x for Broadcom and 24x for Marvell [9] Financial Performance - Broadcom's chip division generated $9.2 billion last quarter, reflecting a 26% year-over-year growth with 67% EBITDA margins, while Marvell reported around $2 billion in total revenue with 37% year-over-year growth and only 15% operating margins [10][14] - Broadcom's extensive software division, particularly after acquiring VMware, contributes to its high margins and valuation premium, with adjusted EBITDA margins at 67% [13] Competitive Dynamics - Broadcom has established itself as a market leader in custom AI chips (ASICs) and high-speed networking, with significant competitive barriers due to its large clientele [6][8] - Marvell's reliance on Amazon Web Services for custom silicon exposes it to revenue concentration risks, making it vulnerable to fluctuations in a single customer's capital expenditures [11][17] Strategic Initiatives - Marvell aims to close the valuation gap with Broadcom by focusing on growth, technical differentiation, and improving financial metrics [15] - The company is investing in Co-Packaged Optics (CPO) and photonic technologies to enhance its interconnection capabilities, which are critical for AI infrastructure [16] - Marvell's acquisition of Celestial AI is a strategic move to secure expertise in photonics, which could redefine its position in AI infrastructure [19] Future Outlook - To achieve a re-rating, Marvell needs to secure additional Tier-1 hyperscaler partnerships to mitigate revenue volatility and enhance market confidence [19] - The company must also focus on improving high-margin data center revenues and managing costs effectively to reduce the profitability gap with Broadcom [20]

This relatively little-known semiconductor company that competes against the likes of Broadcom Inc. (NASDAQ:AVGO) and Advanced Micro Devices Inc. (NASDAQ:AMD) is starting to level up as a picks-and-shovels play in the AI infrastructure segment. The company in question is Delaware-based Marvell Technology Inc. (NASDAQ:MRVL) , which has seen a surge in its Growth score in Benzinga’s Edge Stock Rankings over the past week.Under-The-Radar Semiconductor Stock Sees UptickThe Growth score in Benzinga’s Edge Rankin ...

摩根大通重申对迈威尔科技(MRVL.US)的"增持"评级，目标价维持90美元，较12月8日收盘价92美元虽 略有倒挂，但分析师Harlan Sur直言："市场噪音太多，客户订单却一条没少。"这番话直指近期外界对 亚马逊、微软AI芯片合作生变的猜测——在Sur看来，全是"杂音"。 在公司管理层举行的一场闭门交流活动中，他们给市场吃下了一颗"定心丸"：AWS Trainium3XPU ASIC 芯片已成功锁定2026年全年订单;微软的3纳米Maia AI XPU ASIC芯片也正按照既定规划稳步推进，预计 从2026年下半年开始实现量产，并持续爬坡至2027年。 在铜线业务方面，单通道速率达100G/200G的AEC(有源电缆)DSP芯片，今年已经达成了1亿美元的业绩 小目标，明年业绩至少还将再翻一倍。 在更为长远的"scale-up"网络布局上，公司将2030年的潜在市场规模锁定在160亿美元以上。凭借自主研 发的Celestial光纤互联技术以及UALink/ESUN交换芯片，迈威尔已在多家云服务厂商的下一代机架级解 决方案中抢占先机、提前卡位，预计从2027年起将陆续实现相关收入。 管理层坦言，面对市场的质 ...

A solid set of results and an improving customer base can send shares of this chipmaker higher in 2026.Marvell Technology (MRVL 3.37%) may not be the first artificial intelligence (AI) semiconductor company that investors may consider for their portfolio. After all, there are bigger companies in this niche that have been growing at terrific rates, driven by the massive deals that they have been inking with hyperscalers and AI companies.Even Marvell's stock price performance hasn't been particularly strong i ...

What a crazy difference a week makes. 7 days ago, Marvel Technology, the semiconductor and networking equipment maker, you know, I like it, reported its latest quarter. And after an initial sell off, the stock soared in after hours trading as the forecast growth was huge and the company made a perfect acquisition.Then reports emerged saying that they lost some chip business with Amazon Web Services might be moving in more business from Microsoft. I find this confusing. The stock plunged 7% yesterday and san ...

And after initial sell off, the stock soared in after hours trading. The forecast growth was huge and the company made a terrific acquisition. Then reports emerged saying that they'd lost some business with Amazon Web Services might be losing more business for Microsoft.I find this confusing. The stock plunged 7% yesterday and second only 3% today. It's given up these gains.I hope you can cure some of this up because the company is firing on all cylinders. So let's dig deeper with Matt Murphy. He's the chai ...

But let me just tell you what happened. So as you said in your intro, we announced our earnings last Tuesday. >> Stock performed very well after hours and the next day.I think people love the messaging and and like you said, I was very optimistic and very confident in the business. Not just next quarter, not just next year, but on a multi-year basis. And I actually laid it all out, Jim.This was the longest script in set. >> It was long. It took me a little while.>> Can you I I ever did. But I did it for I d ...