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Jim Cramer Discusses Marvell (MRVL) & Amazon
Yahoo Finance· 2026-02-11 16:50
Company Overview - Marvell Technology, Inc. (NASDAQ:MRVL) is a chip company that provides products such as signal processors, network adapters, and SoCs [2] - The company's shares have decreased by 27% over the past year and by 8.3% year-to-date [2] Analyst Ratings - Benchmark reiterated a Hold rating after Marvell completed its acquisition of Celestial AI [2] - RBC Capital maintained an Outperform rating with a price target of $105, highlighting the potential for Marvell's products to be utilized by Amazon's AWS cloud business [2] Market Context - The discussion around Marvell is linked to Amazon's Trainium chip business, which is seen as a significant opportunity for Marvell [2][3] - Jim Cramer expressed confusion over Marvell's stock performance despite its partnership with Amazon, suggesting it should be performing better [3] Investment Perspective - There is a belief that while Marvell has potential, other AI stocks may offer higher returns with limited downside risk [3]