Headlines

MRVL

Cloud Surge Puts AI Chip Demand In Focus

Major cloud infrastructure platforms are currently posting very strong year‑over‑year growth, with Amazon Web Services growing 28%, Microsoft Azure 40%, and Google Cloud 63%.

14 hours ago

1 min read

Chip Duopoly Shapes Google AI Supply

Broadcom (AVGO) and Marvell (MRVL) currently control roughly 80% of the custom chip market used by hyperscalers.

Apr 19, 2026

1 min read

Chip Stocks Rally on US‑Iran Ceasefire News

Semiconductor shares surge as geopolitical risks recede and AI-driven demand boosts the sector's outlook.

Apr 18, 2026

5 min read

Nvidia–Marvell deal reshapes AI infrastructure

Nvidia’s stake in Marvell fuels analyst upgrades and a stock rally, signaling shifts in AI chip supply.

Apr 3, 2026

4 min read

Nvidia Deal Lifts Chip Stocks Amid Geopolitical Risks

Major AI partnership and $2B stake sparks semiconductor rally despite lingering geopolitical headwinds.

Apr 1, 2026

4 min read

AI Chip Makers Diverge on Growth Paths

Surging AI orders split chipmakers: data-center wins, foundry losses, memory sellouts and custom-silicon ramps.

Mar 30, 2026

6 min read

AI Infrastructure, Data Centers Drive New Deals

Major firms secure deals and partnerships to boost AI data center infrastructure and power capacity.

Feb 7, 2026

4 min read