Marvell (MRVL) stock news

Why Marvell Technology Stock Fell Hard in October

Investors continued to exit AI positions, and news of a new Marvell acquisition sent shares falling.

Marvell Is Betting $115 Billion on 1 of AI's Biggest Bottlenecks

The chipmaker is paying a premium price to protect its biggest business.

Why Marvell Stock Is Falling Today

Marvell is getting hit twice: investors are fleeing AI data center stocks after the midterms, and its all-stock Lumentum deal could mean significant dilution.

The Zacks Analyst Blog Highlights Microsoft, SpaceX, Marvell Technology and Preformed Line Products

Microsoft, SpaceX, Marvell Technology and Preformed Line Products showcase AI, cloud and infrastructure growth opportunities, but rising capital spending, execution risks and margin pressures challenge their outlooks.

TSLA Stock Slips Overnight: Analysts Flag Political, Premium Risks To SpaceX Merger — Cathie Wood’s ARK Buys Anyway

Gary Black warned an all-stock deal’s premium could disappear, citing declines of 27% in Lumentum and 31% in acquirer Marvell.

Marvell Technology could plunge on latest multibillion-dollar acquisition

Marvell Technology is likely to pull back considerably after its acquisition of Lumentum Holdings, according to Bank of America.

Here are Tuesday's biggest analyst calls of the day: Apple, SpaceX, Nvidia, Palantir, Marvell, Bloom Energy & more

Here are the biggest calls on Wall Street on Tuesday.

Buy, Sell, or Hold? Tuesday’s Top Upgrades and Downgrades: AON, Bloom Energy, Chevron, Cloudflare, Marvell Technologies, Lumentum Holdings, Merck & Co., Roku, X-Energy, and More

Tech stocks keep beating estimates and then selling off anyway, Apple just joined the club, and Wall Street analysts are busy reshuffling their ratings on everything from nuclear energy plays to insurance giants. Here is who got…

Marvell and Lumentum shareholders unite in panning merger deal: ‘It’s a trash offer’

Shares of both companies fell Monday after Marvell said it reached an all-stock agreement to buy Lumentum.

Lumentum CEO touts 'enormous' opportunity in massive AI connectivity deal with Marvell

The AI infrastructure deal is expected to close during the first half of 2028.

Why Lumentum Stock Fell 14.9% Today

Is Lumentum a bargain after today’s drop? It trades below Marvell’s offer, but there’s a catch.

Factbox-How Marvell and Lumentum stack up in AI’s optical race

Marvell’s deal for Lumentum is giving flashbacks to the dot-com bubble

Newly announced $115 billion deal for Lumentum will be financed entirely through stock: “There’s a real echo of 2000 here.”

Lumentum-Marvell deal: motives, dilution risks, and what it means for the optical trade

Marvell to acquire Lumentum in $115 billion AI connectivity deal

Marvell Technology said megadeal for Lumentum will help the merged company serve the growing market for AI data centers.

Marvell Could Be Making a $115 Billion Mistake With Lumentum Purchase

Marvell stock falls Monday after the company agrees to acquire Lumentum at a value of $115 billion.

3 Founder Led Stocks With Earnings Growth Up To 110%

When Marvell agreed to buy Lumentum in a US$115b all stock deal, it underlined how much weight markets now place on leaders with a personal mission, not just a job title. Founder led businesses often treat every major decision as a…

Jim Cramer's top 10 things to watch in the stock market Monday

Marvell makes its blockbuster deal for Lumentum official.

Marvell to buy Lumentum in $115 billion deal in AI data-center bet

Marvell Technology is buying optical-components maker Lumentum in a deal valued at $115 billion.

Prediction: This Under-the-Radar AI Stock Could Have a Big 2030 Ahead

Marvell Technology has quietly become one of the purest plays on AI data center buildout, and its CEO is calling the upside in coming years game-changing. But getting to $500 by 2030 demands three very specific things to break exactly…

8 Months Ago, A Major Wall Street Bank Said Buy Marvell. It’s Up More Than 150%. Here’s Where We See the Stock Going

BofA upgraded Marvell into a brutal slide and the stock went on a wild ride that has left investors wondering whether the latest pullback is another gift or the beginning of something worse.

Why is Marvell Technology stock sliding today?

Marvell in advanced talks to buy Nvidia-backed Lumentum – report

The report said the discussions are private and the proposed deal could be announced as soon as next week.

All the reasons Marvell investors are ‘freaking out’ as Lumentum deal rumors swirl

Investors are nervous that Marvell would have to pay a big premium — and wait a while for China to approve any deal.

Alphabet drops 12% in deepening tech and semiconductor rout

A steep 12.6% sell-off in Alphabet (GOOGL) dragged down the broader market, pulling semiconductor and software names like Micron (MU), Intel (INTC), and Marvell (MRVL) deep into negative territory. Bucking the tech retreat, healthcare…

Why Marvell Stock Is Down Today

Marvell is reportedly close to a massive optics deal, but investors are worried about what it could cost existing shareholders.

Marvell shares slide on reported Lumentum deal talks

Marvell Technology Inc (NASDAQ:MRVL) shares fell 12% on Thursday after reports that the AI chipmaker was in advanced talks to acquire optical components maker Lumentum Holdings (NASDAQ:LITE), whose shares rose over 4% in early trading.…

Marvell Sinks 13%, Lumentum Jumps 6% on Reported Acquisition Talks; Coherent Holds Flat, Applied Optoelectronics Drops 3%

Traders are rewarding the target and punishing the buyer as Marvell Technology (NASDAQ:MRVL) reportedly closes in on a deal to lock up scarce optical components for AI data centers, while rival optics names aren’t getting a sympathy…

Marvell Is in Talks to Buy an $83 Billion AI Laser Maker

Marvell is closing in on a deal that would hand it control of the light sources powering AI data centers, but the buyer's stock dropped sharply after hours while the target surged, and a $2 billion NVIDIA stake in the seller could…

Lumentum Jumps On Marvell Buyout Report

AI chipmaker Marvell Technology reportedly is in late-stage talks to buy optical play Lumentum. Marvell tumbled and Lumentum jumped.

Marvell shares sink as Alphabet miss and Lumentum deal reports weigh on sentiment

Investing.com - Marvell shares are trading sharply lower today amid a punishing read-across from Alphabet's third-quarter earnings miss as well as media reports that the company is in talk to acquire Lumentum.

Marvell nears deal for optical supplier Lumentum to bolster hardware, report says

2 Reasons I'd Buy Marvell Stock More Than 20% Below Its Record, and 1 Reason I'd Wait

Earlier this month, the chip designer brought its data center target forward a full year. Why hold anything back?

Lumentum’s stock pops as investors cheer a possible sale to Marvell

An agreement between the companies could come next week, Bloomberg reported

Wells Fargo, Cisco, Marvell among latest firms objecting to OKXICE's tokenized stock plan

Six more companies have objected to listing tokenized versions of their stock on the venue, Reuters reported, bringing the total to 22.

Same Playbook, Different Silicon: Broadcom Holds the Throne, Marvell Plays the AMD Challenger.

Broadcom and Marvell both crushed AI estimates and raised guidance, but they are winning in very different ways, and only one of those strategies scales fast enough to matter when hyperscaler spending shifts.

Arm’s Ready-Made Blueprints: The Blueprint Attack on Marvell’s Challenger Crown

Arm just handed hyperscalers a shortcut around the custom chip work that made Marvell a challenger to Broadcom, and one of these companies is pricing its silicon far too low to ignore.

What Marvell Technology Holders Bought Into Before A 170% Run

If you had bought Marvell Technology on 22 October 2025, the past year has probably been on your mind lately. For Marvell Technology shareholders, the return over the past year was 170.4%, including dividends. That outcome now sits…

Google’s Next AI Chip Is Running Late. Why Marvell May Be Fine

Google’s next TPU chip is reportedly facing delays. Still, GF Securities believes Marvell Technology Inc. (NASDAQ:MRVL) remains well-positioned in Google’s chip supply chain over the medium and long term. How should investors interpret…

Stocks making the biggest moves midday: Sandisk, Marvell, Datadog, Cleveland-Cliffs, Amazon & more

Here are some of the companies making headlines in midday trading.

Marvell Jumps 6% as GF Securities Says Google Chip Delay Won’t Dent Its Position; Broadcom Rises 3%

A reported delay in Google's next AI chip sent investors scrambling to gauge the fallout for its custom silicon partners, but one analyst thinks the market is misreading what the setback actually means for Marvell's long-term position.

Why is Marvell Technology stock rallying today?

Broadcom Vs. Marvell: Custom Silicon is Going to Get White Hot

Broadcom and Marvell both reported blowout AI numbers this summer, but they are chasing the custom silicon boom from completely different angles, and only one of those angles may survive a supply crunch.

Fantastic News for Marvell Stock Investors

Marvell Technology appears to have a great future.

Can Marvell Stock Drop From Here?

Over the past twelve months, Marvell Technology (MRVL) stock has returned 216%, easily outpacing a roughly 18% return for the S&P 500. On October 6, management set a fiscal 2031 revenue target of $70 billion to $90 billion, and the…

Intel vs. Marvell Technology: What Revenue Trends Tell Investors About These Artificial Intelligence Companies

Intel's revenue jumped 18% in its latest quarter while Marvell posted eight straight quarters of growth — but the gap between them tells a different story.