Browsing Tag
Marvell Technology
25 posts
POET Technologies (NASDAQ: POET) chases a $500m AI optics deal under a legal cloud
POET Technologies (NASDAQ: POET) made US$503k last quarter but signed a US$500m AI optics deal. A June 29 lawsuit deadline now frames the whole story.
Marvell (MRVL) soars 32% to a record after Jensen Huang calls it the next trillion-dollar company
Marvell soared 32% to a record after Nvidia's Jensen Huang called it the next trillion-dollar company, citing AI connectivity. But it's still about 4x from $1T.
Beneath the semiconductor rally, Qualcomm faces erosion as Wolfspeed rides an AI repricing
Qualcomm and Wolfspeed fell together in a chip selloff, but one faces Apple share loss and the other is an AI-driven turnaround as Marvell sets a record. Read more.
Can earnings momentum and Iran deal hopes keep the stock market rally alive this week?
Can earnings strength, oil relief and Iran deal hopes keep Wall Street’s rally alive this week? Read what investors should watch next.
Analog Devices (ADI) to acquire Empower Semiconductor for $1.5bn, betting on vertical power delivery as AI’s next strategic bottleneck
Analog Devices is paying $1.5 billion in cash for Empower Semiconductor as AI's power-delivery bottleneck reshapes the chip-supplier hierarchy. Read more.
MaxLinear stock surges 22% on AI optical re-rating: What MXL investors need to watch next
MaxLinear was a beaten-down broadband chip name in 2025. One quarter of optical data center revenue and the AI silicon thesis just rewrote the entire MXL story.
Marvell Technology (MRVL): Why the Nvidia deal and custom ASIC pipeline make this the AI infrastructure stock retail investors keep coming back to
Marvell Technology (MRVL) has tripled in 12 months. The Nvidia deal, 20-plus XPU programmes and $11bn FY27 guide explain why. Full retail investor roadmap here.
What Marvell’s acquisition of XConn Technologies reveals about the future of AI data center switching
Marvell is acquiring XConn Technologies for $540 million to lead in AI switching and UALink infrastructure. Find out what this means for the data center race.
Can Marvell’s Celestial AI deal make it a serious threat to NVIDIA in AI infrastructure?
Find out how Marvell’s $5B move to acquire Celestial AI could reshape the future of photonic interconnects and AI infrastructure.
Astera Labs bets on photonics with aiXscale Photonics acquisition to accelerate AI infrastructure 2.0
Discover how Astera Labs is transforming AI infrastructure through its bold aiXscale Photonics acquisition and leading the shift to optical connectivity.