Core Viewpoint - The stock price of Broadcom has increased due to rumors regarding a potential business deal with Microsoft, which may involve Broadcom taking over the AI chip business currently handled by Marvell Technology [1][3]. Group 1: Stock Performance - Broadcom shares rose by 3.9% on positive AI news, reaching a current price of $399.28 [1][4]. - The market capitalization of Broadcom is approximately $1.843 trillion, with a day's trading range between $397.50 and $407.28 [4]. Group 2: Analyst Opinions - JPMorgan analyst Harlan Sur maintains that Microsoft's contract with Marvell is "solidly intact," suggesting skepticism about the rumors [3]. - Despite the uncertainty, investors are reacting to the rumors by buying Broadcom stock and selling Marvell, which has seen a decline of over 7% [3]. Group 3: Valuation Concerns - Broadcom's stock is currently priced at 74 times trailing free cash flow and 97.5 times trailing earnings, indicating a high valuation [6]. - Analysts project a long-term earnings growth rate of about 31% for Broadcom, resulting in a PEG ratio exceeding 3.0, which raises concerns about the stock being overpriced if the rumored deal does not materialize [6][7].

The balance of power in the custom-chip arms race just shifted — and not the way Marvell Technology Inc (NASDAQ:MRVL) hoped. Broadcom Inc (NASDAQ:AVGO) has seized momentum after reports that Microsoft Corp (NASDAQ:MSFT) is in discussions with the company for future custom AI chip designs, while Marvell faces growing concerns about losing key cloud contracts.Track AVGO stock here.Contract Drama Resets ExpectationsMarvell shares fell sharply on Monday after The Information reported Microsoft may shift its cus ...

Marvell Technology (NASDAQ: MRVL) tanked more than 10% this morning following reports it could lose Microsoft (NASDAQ: MSFT) as an artificial intelligence (AI) customer. According to "The Information†... ...

Core Insights - Three stocks with strong momentum and buy rankings are highlighted for investors: Village Farms International, Five Below, and Marvell Technology [1][2][3][4] Village Farms International - The company is a producer, marketer, and distributor of greenhouse-grown tomatoes, bell peppers, and cucumbers primarily in North America [1] - It has a Zacks Rank of 1 (Strong Buy) and a 75% increase in the Zacks Consensus Estimate for current year earnings over the last 60 days [1] - Shares gained 31.3% over the last three months, outperforming the S&P 500, which declined by 5.6% [2] - The company possesses a Momentum Score of A [2] Five Below - This specialty value chain retailer offers a wide range of premium quality and trendy merchandise for $5 or below [2] - It also has a Zacks Rank of 1 and a 7.2% increase in the Zacks Consensus Estimate for current year earnings over the last 60 days [2] - Shares gained 14.4% over the last three months, again outperforming the S&P 500's decline of 5.6% [3] - The company possesses a Momentum Score of A [3] Marvell Technology - The company is a fabless designer, developer, and marketer of analog, mixed-signal, and digital signal processing integrated circuits [3] - It holds a Zacks Rank of 1 and a 1.4% increase in the Zacks Consensus Estimate for current year earnings over the last 60 days [3] - Shares gained 50% over the last three months, significantly outperforming the S&P 500's decline of 5.6% [4] - The company possesses a Momentum Score of A [4]

智通财经APP获悉，周一，迈威尔科技(MRVL.US)大跌近10%，创8月29日以来最大盘中跌幅，现报 89.82美元。消息面上，报道称，据一名参与谈判的人士透露，微软(MSFT.US)正与博通(AVGO.US)洽谈 合作设计未来的定制芯片，若合作达成，微软将从当前的定制芯片供应商迈威尔科技转向博通。与此同 时，两名参与相关谈判的人士表示，Marvell近期为争取Meta的更多业务，已同意减免部分芯片设计的 前期工程费用。另有三名参与该芯片开发的人士透露，Meta计划于2027年推出这款定制芯片。 ...

Have you evaluated the performance of Marvell Technology's (MRVL) international operations during the quarter that concluded in October 2025? Considering the extensive worldwide presence of this chipmaker, analyzing the patterns in international revenues is crucial for understanding its financial resilience and potential for growth.In the modern, closely-knit global economic landscape, the capacity of a business to access foreign markets is often a key determinant of its financial well-being and growth pat ...

Upgrades - HSBC upgraded Visa (V) to Buy from Hold with a price target of $389, up from $335, citing strong financial performance and growth in services [2] - BofA upgraded Synopsys (SNPS) to Neutral from Underperform with a price target of $500, down from $525, anticipating a positive outlook on its upcoming EPS call [3] - Morgan Stanley upgraded General Motors (GM) to Overweight from Equal Weight with a price target of $90, up from $54, reflecting a change in analyst coverage and a revised outlook for the auto sector [4] - TD Cowen upgraded Ulta Beauty (ULTA) to Buy from Hold with a price target of $725, up from $600, due to expectations of stronger merchandising and global growth under new management [4] - Truist upgraded Five Below (FIVE) to Buy from Hold with a price target of $216, up from $179, highlighting the significance of the company's Q3 report [5] Downgrades - Rosenblatt downgraded Netflix (NFLX) to Neutral from Buy with a price target of $105, down from $152, following a significant acquisition announcement [6] - Morgan Stanley downgraded Rivian (RIVN) to Underweight from Equal Weight with an unchanged price target of $12, expressing caution regarding the electric vehicle market [6] - Morgan Stanley also downgraded Lucid Group (LCID) to Underweight from Equal Weight with a price target of $10, down from $30, reflecting a similar cautious outlook [6] - Morgan Stanley downgraded Tesla (TSLA) to Equal Weight from Overweight with a price target of $425, up from $410, citing high valuation and a cautious industry outlook [6] - Deutsche Bank downgraded 3M (MMM) to Hold from Buy with a price target of $178, down from $199, indicating limited upside potential through 2028 [6] - Benchmark downgraded Marvell (MRVL) to Hold from Buy, removing the price target, due to competitive losses impacting growth projections [6]

来源：滚动播报 数据流软件商Confluent涨29%，IBM豪掷110亿美元洽购公司。博通涨3.3%，微软正洽谈将其定制芯片 业务从迈威尔科技转移至博通，迈威尔科技跌7.2%。CoreWeave挫5.4%，拟发20亿美元可转债。二手车 零售商Carvana涨9.0%，CRH涨6.7%，这两家公司获纳入标普500指数。 ...

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每经AI快讯，12月8日，Marvell Technology股价跌幅扩大，盘前最新下跌7%。 ...