Marvell: Lurking Ahead Of Earnings, Pulling The Right AI Strings

Group 1 - Semiconductor stocks have significantly outperformed other sectors, particularly in the context of the AI boom during the bull market, with their advantage becoming more pronounced in 2026 [1] - Software companies have faced challenges and negative market sentiment, contrasting with the strong performance of semiconductor stocks [1] - The Q4 earnings season has highlighted a disparity in performance among sectors, creating a divide between companies that are thriving and those that are struggling [1]