$Marvell Technology (MRVL.US)$ meh .... Rebound soon ?

As Gemini 3 makes its grand debut, $Alphabet-C (GOOG.US)$ TPU steps out from behind the scenes into the spotlight.
Google has built formidable competitive barriers through its full-stack AI layout, spanning from underlying hardware to upper-level applications. This has resulted in a complete ecological closed loop covering "Chips (TPU) - Network (OCS) - Models (Gemini) - Applications".
Against the backdrop of co...

$Marvell Technology (MRVL.US)$ softbank seek to acquire Marvell, the word largest chip deal

This year's second-worst performer in the $PHLX Semiconductor Index (.SOX.US)$ , AI-ASIC giant $Marvell Technology (MRVL.US)$ reported FY2026 Q2 after the bell; the stock fell more than 11%. Here's what happened.
Q2 Core Financial Indicators
– Revenue: $2.01 billion, +58% YoY, +6% QoQ, slightly below consensus.
– Gross Margin: GAAP 50.4% (+4.2ppt YoY, +0.1ppt QoQ), non-GAAP 59.4% (−2.5ppt YoY, −0.4ppt QoQ), both a touch below the prior gui...

After a sustained rally in large-cap semiconductor stocks, the market seems to be rotating into small-cap names. At the market close today, several small-cap semiconductor companies saw their shares soar. Among them, PCIe chip leader $Astera Labs (ALAB.US)$ and power chip company $Navitas Semiconductor (NVTS.US)$ surged 19% and 25% respectively, with Navitas continuing to climb another 5% in after-hours trading.
What the...

$Marvell Technology (MRVL.US)$ look at $NVIDIA (NVDA.US)$ and $Advanced Micro Devices (AMD.US)$

$Marvell Technology (MRVL.US)$ Marvell Delivers Custom Ethernet Network Interface Controller Solution at Open Compute Project

$Marvell Technology (MRVL.US)$ strong buy

$Marvell Technology (MRVL.US)$ Is a big drop a good time to buy low?