#data-center-semiconductors

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Tech industry
from24/7 Wall St.
1 week ago

Is Marvell Finally Closing the Gap on Broadcom? Cramer Thinks So

Broadcom significantly outperformed Marvell in the AI chip era despite both benefiting from the same custom silicon tailwind, though Marvell's recent strong quarters and positive guidance suggest the performance gap may be narrowing.
Business
from24/7 Wall St.
1 week ago

Marvell (MRVL) Did These Things Right to Send Shares 16% Higher Today

Marvell Technology exceeded Q4 expectations with $2.22 billion revenue, driven by AI infrastructure demand, with data center representing 74% of revenue and strong Q1 FY2027 guidance at $2.4 billion.
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