Ultime notizie per Marvell Tech (NASDAQ:MRVL) Azioni

MARVELL TECHNOLOGY INC

Marvell Tech

Marvell Technology is a fabless chip designer focused on wired networking, where it has the second-highest market share. Marvell serves the data center, carrier, enterprise, automotive, and consumer end markets with processors, optical and copper transceivers, switches, and storage controllers.

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Marvell Technology (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) stock has plunged 34% year-to-date, lagging behind the Nasdaq 100 Index, which Marvell is a part of, by nearly 9% during the period. The index&#8217;s gain reflects the upside of key constituents such as Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Apple (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) and other Big Tech giants, including Broadcom (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>).
<h2 class="wp-block-heading">Why Is Marvell Technology Stock Falling In 2025?</h2>
In February, Bank of America Securities analyst Vivek Arya highlighted that Application-Specific Integrated Circuits (ASICs) are winning over a 10%-15% share of the overall accelerator market, despite Graphics Processing Units (GPUs) commanding over an 80% share, courtesy of AI compute and networking demand.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/45978623/marvell-launches-new-power-regulator-and-2nm-memory-chips-to-boost-ai-cloud-efficiency" rel="noreferrer noopener">Marvell Launches New Power Regulator And 2nm Memory Chips To Boost AI, Cloud Efficiency</a>
This indicates Marvell&#8217;s relatively lower Total Addressable Market as an ASIC vendor.
ASIC vendor Marvell competes directly with Broadcom in areas like data center infrastructure and custom AI chips. Broadcom has surged 18% year-to-date.
Known for its GPUs, Nvidia is a <a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/06/45845825/ai-momentum-powers-nvidia-arm-and-chip-supply-chain-in-bofa-recap" target="_blank" rel="noreferrer noopener">strong competitor in</a> the data center market, alongside Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), with which Marvell also has a presence. Nvidia has gained 24% year-to-date, and AMD has gained 19%.
<h2 class="wp-block-heading">What Analysts Have To Say About Marvell Technology</h2>
On May 30, TD Cowen analysts <a href="https://www.tdsecurities.com/ca/en/ai-infrastructure-reframing-gpu-vs-asic" target="_blank" rel="noreferrer noopener">argued that the</a> traditional debate between traditional GPUs and ASICs is outdated. Instead, they suggest reframing it as merchant versus custom silicon, since modern datacenter GPUs are ASICs optimized for AI workloads.
They emphasized that the decision to build custom silicon or buy merchant chips should be viewed through a &#8220;build versus buy&#8221; ROI framework, with performance being the key driver of internal rate of return (IRR) and production scale potential. TD Cowen&#8217;s custom model compares GenAI hardware investments by evaluating their revenue potential against cost and performance trade-offs.
The firm expected merchant and custom accelerators to coexist, with hyperscalers balancing risk and reward across both approaches. However, they note that custom silicon faces binary outcomes—either it outperforms and scales or fails to justify further investment. While custom chips may grow to 15% of a projected $334 billion accelerator market by 2030, merchant platforms will likely remain dominant, growing from a larger base at a steady 18% CAGR.
Ultimately, TD Cowen concludes that performance, not generality or specialization, will determine which chips succeed, and every new generation will face a fresh round of ROI scrutiny.
On May 8, JPMorgan analyst Harlan Sur <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46226183/marvell-technology-could-be-on-the-brink-of-a-dramatic-comeback" rel="noreferrer noopener">reaffirmed his confidence</a> in Marvell citing its ongoing AI chip projects with Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) and Amazon.com (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), noting no signs of disruption and reiterating his $4 billion AI revenue estimate for 2025, driven by strong growth in custom AI chips and networking.
Following Marvell&#8217;s Custom AI Investor Event on June 17, Needham and JPMorgan analysts highlighted Marvell&#8217;s increased 2028 Data Center TAM forecast to $94 billion, up from $75 billion. They emphasized the Custom XPU segment, which is expected to grow at a 90% CAGR through 2028, outpacing the broader market.
<h2 class="wp-block-heading">Additional Macroeconomic Tailwinds</h2>
Marvell is poised to benefit from recent <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46324642/arm-rides-ai-boom-and-outperforming-market" rel="noreferrer noopener">U.S. policy changes</a> supporting the semiconductor industry.
Donald Trump&#8217;s &#8220;Big Beautiful Bill&#8221; boosts the semiconductor investment tax credit from 25% to 30% through 2026, encouraging chipmakers to expand domestic production. This expansion could increase demand for Marvell&#8217;s custom chips and networking technologies.
Price Action:&nbsp;MRVL stock was trading lower by 0.80% to $72.77 at last check Friday.
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Marvell Trails Big Tech In 2025—Is Its Custom AI Chip Strategy The Turnaround Investors Are Waiting For?

With over $350 billion already funneled into artificial intelligence infrastructure, Goldman Sachs says the next phase of chip investing hinges on performance, cost-efficiency, and software breadth, setting the stage for new market leaders <a href="https://www.benzinga.com/topic/expert-ideas">and fresh laggards.</a>
Goldman Sachs analyst James Schneider sees the AI investment cycle transitioning from blind spending to early monetization, driving both opportunities and shakeouts across the semiconductor space.
In a new note shared Friday, Goldman rated seven top semiconductor stocks and introduced a &#8220;barbell&#8221; investing strategy: buy two types of companies. First, the performance leaders with strong software ecosystems. Second, the low-cost chipmakers helping companies run AI at scale.
"Although monetization has been elusive, we see early signs of incremental revenue and much clearer evidence of cost takeout to justify these investments," Schneider said.
Four stocks earned a Buy rating: Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), Cadence Design Systems Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CDNS#NASDAQ">CDNS</a>) and Synopsys Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNPS#NASDAQ">SNPS</a>). Goldman is Neutral on Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), Arm Holdings PLC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>) and Marvell Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>). 
<h3 class="wp-block-heading">Nvidia And Broadcom Are Still The Big AI Bets</h3>
Goldman sees Nvidia as the primary beneficiary of the ongoing AI buildout. Despite talk of &#8220;peak AI&#8221; and rising competition from custom chips, Nvidia's strong product lineup, broad customer base and early signs of AI revenue give it the edge. Goldman set a $185 price target on the stock, or 12% above current market prices.
Broadcom is also a top pick. Goldman expects AI-related revenue to make up more than 40% of its total by 2026. Its strength in custom silicon for cloud giants and a solid software business make it one of the most reliable names in the space. Price target: $315, implying a 15% surge from current levels. 
"We believe the company will leverage its leadership in enterprise networking silicon to drive outsized share in custom silicon for hyperscalers," Schneider said about Broadcom. 
<h3 class="wp-block-heading">The Quiet Power Of Cadence And Synopsys</h3>
Chip design is getting more complex, and that's where software firms like Cadence and Synopsys come in.
Cadence, with a $380 price target, is gaining from the rise in custom chip development. More companies are designing their own AI chips, and Cadence provides the tools they need.
Synopsys, targeted at $620, is a key player in physical chip design. Its customer base is growing fast, and Goldman sees big upside—especially if its acquisition of Ansys goes through as planned.
<h3 class="wp-block-heading">AMD, Arm, Marvell: Neutral For Now</h3>
Goldman is cautious on AMD, Arm and Marvell. While all three are involved in AI, they don't offer the same upside potential right now.
&#8220;Our ratings reflect a more negative risk/reward skew on these companies' shares from current levels, or areas where we see additional downside risk to fundamentals," Schneider said.
AMD is in the AI race but faces tough competition from Nvidia and others. Arm has potential, but its growth depends on how widely its chip architecture spreads outside of smartphones. Marvell has AI exposure, but Goldman doesn't see enough upside right now to recommend buying.
<h3 class="wp-block-heading">AI Is Already Saving Money—and That's Just the Start</h3>
Goldman says the first wave of AI tools is already helping companies cut costs—especially by reducing headcount. The firm estimates these tools could save Fortune 500 companies about $935 billion by 2030. That cash could then fuel more investment in AI that actually drives revenue.
Right now, real monetization is limited. Most AI tools still aren&#8217;t making serious money. But social media platforms are showing more engagement and better ad conversions. E-commerce is improving through smarter recommendation engines. That's the start of what could be a major return cycle.
<h3 class="wp-block-heading">Key AI Trends To Watch</h3>
Goldman laid out five major themes for the chip sector in the next 12 to 24 months:
<ol class="wp-block-list">
<li>AI spending is shifting from hype to real returns</li>
<li>Inventory cycles and demand mismatches will matter more</li>
<li>Geopolitical risks could reshape supply chains</li>
<li>The battle between chip architectures—x86, ARM, RISC-V—is heating up</li>
<li>Companies must decide between standard chips or building custom ones</li>
</ol>
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Photo: Shutterstock

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SNPS

Goldman Sachs: 4 Must-Buy Chip Stocks, And A Few You Should Forget

Goldman Sachs analyst James Schneider initiates coverage on Marvell Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) with a Neutral rating and announces Price Target of $75.

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Initiation

Goldman Sachs Initiates Coverage On Marvell Tech with Neutral Rating, Announces Price Target of $75

Marvell Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) has outperformed the market over the past 10 years by 7.25% on an annualized basis producing an average annual return of 18.69%. Currently, Marvell Tech has a market capitalization of $61.80 billion. 
Buying $1000 In MRVL: If an investor had bought $1000 of MRVL stock 10 years ago, it would be worth $5,434.30 today based on a price of $71.68 for MRVL at the time of writing.
<h3>Marvell Tech's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1752075917_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

$1000 Invested In This Stock 10 Years Ago Would Be Worth This Much Today

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Shares of semiconductor and chip stocks are trading lower amid possible trade tensions. It was reported the US is planning to restrict shipments of AI chips to Malaysia and Thailand over China concerns. Additionally, President Trump announced tariffs on Japan and Korea imports.

Investors with a lot of money to spend have taken a bullish stance on Marvell Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with MRVL, it often means somebody knows something is about to happen.
So how do we know what these investors just did? 
Today, <a href="https://www.benzinga.com/pro/">Benzinga</a>'s options scanner spotted 15 uncommon options trades for Marvell Tech.
This isn't normal.
The overall sentiment of these big-money traders is split between 46% bullish and 46%, bearish.
Out of all of the special options we uncovered, 5 are puts, for a total amount of $181,776, and 10 are calls, for a total amount of $514,833.
<h3>Expected Price Movements</h3>
Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $25.0 to $85.0 for Marvell Tech over the last 3 months. 
<h3>Analyzing Volume &amp; Open Interest</h3>
Looking at the volume and open interest is an insightful way to conduct due diligence on a stock.
This data can help you track the liquidity and interest for Marvell Tech's options for a given strike price.
Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Marvell Tech's whale activity within a strike price range from $25.0 to $85.0 in the last 30 days. 
<h3>Marvell Tech 30-Day Option Volume &amp; Interest Snapshot</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1751896880_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>MRVL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$7.9</td>
<td>$7.8</td>
<td>$7.87</td>
<td>$85.00</td>
<td>$78.0K</td>
<td>3.3K</td>
<td align="right">242</td>
</tr>
<tr>
<td>MRVL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$2.53</td>
<td>$2.5</td>
<td>$2.53</td>
<td>$80.00</td>
<td>$69.9K</td>
<td>8.5K</td>
<td align="right">386</td>
</tr>
<tr>
<td>MRVL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/11/25</td>
<td>$1.56</td>
<td>$1.35</td>
<td>$1.37</td>
<td>$75.00</td>
<td>$68.5K</td>
<td>796</td>
<td align="right">535</td>
</tr>
<tr>
<td>MRVL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>12/19/25</td>
<td>$10.2</td>
<td>$9.45</td>
<td>$9.45</td>
<td>$80.00</td>
<td>$59.5K</td>
<td>3.0K</td>
<td align="right">63</td>
</tr>
<tr>
<td>MRVL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/17/27</td>
<td>$53.9</td>
<td>$51.95</td>
<td>$52.5</td>
<td>$25.00</td>
<td>$57.7K</td>
<td>45</td>
<td align="right">0</td>
</tr>
</tbody>
</table>

<h3>About Marvell Tech</h3>
Marvell Technology is a fabless chip designer focused on wired networking, where it has the second-highest market share. Marvell serves the data center, carrier, enterprise, automotive, and consumer end markets with processors, optical and copper transceivers, switches, and storage controllers.
<h3>Present Market Standing of Marvell Tech</h3>
<ul>
<li>With a volume of 1,452,630, the price of MRVL is down -1.01% at $74.42. </li>
<li>RSI indicators hint that the underlying stock may be approaching overbought.</li>
<li>Next earnings are expected to be released in 52 days.</li>
</ul>
<h3>Expert Opinions on Marvell Tech</h3>
A total of 5 professional analysts have given their take on this stock in the last 30 days, setting an average price target of $99.8.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; Maintaining their stance, an analyst from B. Riley Securities continues to hold a Buy rating for Marvell Tech, targeting a price of $115. 
&#x2A; Consistent in their evaluation, an analyst from B of A Securities keeps a Buy rating on Marvell Tech with a target price of $90. 
&#x2A; An analyst from Rosenblatt has decided to maintain their Buy rating on Marvell Tech, which currently sits at a price target of $124. 
&#x2A; An analyst from Cantor Fitzgerald has decided to maintain their Neutral rating on Marvell Tech, which currently sits at a price target of $75. 
&#x2A; An analyst from Benchmark has revised its rating downward to Buy, adjusting the price target to $95. 
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for Marvell Tech, <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> gives you real-time options trades alerts.

Options

Marvell Tech Unusual Options Activity For July 07

Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) has underperformed the PHLX Semiconductor Index year-to-date, with returns of approximately 6% for QCOM <a href="https://www.benzinga.com/topic/chip-stocks">compared to the index&#8217;s</a> roughly 13%.
The divergence is starker over three months, where Qualcomm&#8217;s ~6% gains pale against the index&#8217;s 30% AI-driven rally, even with U.S.-China tech restrictions.
The gap is evident when looking at its peers in the GPU and custom chip space, Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) generated ~43% returns, Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) a robust 57%, Advanced Micro Devices, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) 35%, and Marvell Technology, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) ~18%.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/05/45624771/qualcomm-eyes-alphawave-to-power-ai-and-data-center-growth-analyst-sees-strategic-fit" rel="noreferrer noopener">Qualcomm Eyes Alphawave To Power AI And Data Center Growth, Analyst Sees Strategic Fit</a>
Given this performance disparity, it&#8217;s crucial to assess Qualcomm&#8217;s current difficulties and its strategies for improvement.
Qualcomm&#8217;s core business spans chipsets, software, and products for mobile, automotive, and IoT. A notable impact on Qualcomm&#8217;s revenue stemmed <a href="https://www.benzinga.com/25/02/43519066/qualcomm-rides-ai-wave-to-record-quarter-but-q2-guidance-dampens-investors-dragging-the-stock-down">from the slowdown in</a> Apple Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) shipments, as Apple previously relied on Qualcomm for <a href="https://www.benzinga.com/etfs/specialty-etfs/25/02/43888012/apples-in-house-modem-chip-sparks-qualcomm-concerns-3-etfs-with-key-exposure">modem chips</a> that connect iPhones to wireless networks. 
This gradual transition by Apple to its <a href="https://www.benzinga.com/markets/25/05/45490266/qualcomm-re-enters-data-center-cpu-market-taps-nvidia-tech-to-power-ai-ambitions">in-house chips</a> has, in turn, spurred Qualcomm to strategically re-enter the data center CPU market, a segment currently dominated by AMD and Intel Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>). 
Looking ahead, Qualcomm has set an ambitious goal to generate $22 billion in non-handset revenue by 2029, with AI identified as a pivotal driver for this expansion.
Central to this strategy is a planned integration of Nvidia technology into future chips to optimize GPU communication for its AI data center offerings. 
Following a prior pause on an Arm-based CPU project with Meta Platforms, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), Qualcomm has revived its data center CPU initiatives and re-engaged in discussions. Additionally, a strategic partnership with Saudi AI firm Humain is underway to co-develop a custom data center CPU.
Beyond AI, Qualcomm sees substantial growth in the <a href="https://www.benzinga.com/markets/tech/25/07/46217099/autonomous-vehicles-best-stocks">autonomous vehicle market</a>. Bank of America analyst Martyn Briggs highlights this sector&#8217;s potential, likening its current trajectory to the &#8220;ChatGPT moment&#8221; in AI.
Despite its stock underperformance, Qualcomm demonstrated <a href="https://www.benzinga.com/25/05/45150491/qualcomm-stock-drops-after-analysts-lower-price-targets-despite-strong-demand-from-apple-and-samsung">solid operational results</a>, exceeding second-quarter expectations with $10.84 billion in revenue and $2.85 EPS. This was driven by robust performance across its Handsets, IoT, and Automotive segments. 
Notably, Qualcomm CDMA Technologies (QCT) revenue surged 18% year-over-year, boosted by Snapdragon adoption, AI-enabled IoT solutions, and a 59% growth in Automotive from new global OEM contracts.
Looking ahead, analysts project QCT to expand approximately 12% year-over-year in the third quarter, with IoT and Automotive forecasted to see 15% and 20% growth, respectively. 
Qualcomm&#8217;s China business remains resilient, underpinned by premium Android subsidies and consistent design wins.
For the June quarter, revenue guidance stands at $9.9 billion-$10.7 billion, with EPS projected at $2.60-$2.80. The launch of Samsung&#8217;s (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) Snapdragon-based foldables could provide an additional boost to handset sales.
Analyst sentiment reflects cautious optimism, with a <a href="https://www.benzinga.com/quote/QCOM/analyst-ratings">consensus price forecast</a> of $186.71 based on 32 analyst ratings. Price forecasts range from a high of $270 (Tigress Financial, June 21, 2024) to a low of $140 (Wells Fargo, May 1, 2025). The average forecast of $170.67 suggests a potential 5.16% upside for Qualcomm from current levels.
Qualcomm is actively transforming its business beyond smartphones to overcome its stock underperformance against the semiconductor index and rivals. By focusing on high-growth areas like AI data center CPUs (including partnerships with Nvidia and renewed Meta discussions) and autonomous vehicles, and aiming for $22 billion in non-handset revenue by 2029, Qualcomm seeks to diversify. Despite a lagging stock, strong second-quarter results and analyst price forecasts suggest potential upside as its strategic pivot unfolds.
Price Action: Qualcomm stock is trading higher by 0.38% to $162.95 premarket at last check Thursday.
Read Next:
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<li><a href="https://www.benzinga.com/markets/tech/25/06/45878443/qualcomm-taps-vietnam-for-next-gen-ai-push-joining-apple-and-nvidia-in-supply-chain-shakeup" target="_blank" rel="noreferrer noopener">Qualcomm Taps Vietnam For Next-Gen AI Push, Joining Apple And Nvidia In Supply Chain Shakeup</a></li>
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SSNLF

Why Qualcomm's Stock Isn't Soaring Like Its Rivals

<a href="https://www.benzinga.com/topic/marvell" target="_blank" rel="noreferrer noopener">Data infrastructure chip</a> company Marvell Technology&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) stock has plunged 31% year-to-date, despite gaining 22% in the last three months, as it grapples with intense competition, macroeconomic uncertainty fueled by <a href="https://www.benzinga.com/markets/tech/25/06/46035836/nvidia-broadcom-marvell-and-other-chip-stocks-fall-on-unexpected-us-move" target="_blank" rel="noreferrer noopener">U.S. semiconductor sanctions</a>, and tariff policies.
On May 6, <a href="https://www.benzinga.com/news/guidance/25/05/45239459/marvell-technology-stock-is-falling-after-the-bell-whats-happening" target="_blank" rel="noreferrer noopener">the company announced</a> postponing its Investor Day from June 10 to a future date in 2026, citing macroeconomic uncertainty.
Marvell Technology specializes in&nbsp;designing semiconductor solutions that power modern data infrastructure. It focuses on high-performance chips for cloud computing, networking, storage, 5G, and automotive applications.
Also Read: <a href="https://www.benzinga.com/25/05/45565087/cramer-backs-marvell-again-as-ai-deals-with-amazon-microsoft-fuel-stock-surge" target="_blank" rel="noreferrer noopener">Cramer Backs Marvell Again As AI Deals With Amazon, Microsoft Fuel Stock Surge</a>
Now, let&#8217;s examine how the broader market indices performed.
PHLX Semiconductor Index&nbsp;(SOX),&nbsp;of which Marvell is also a constituent, generated 11% returns year-to-date and 29% in the last three months. The S&amp;P 500 Index generated over 5% year-to-date and 10% in the last three months, while the NASDAQ Composite Index generated 5% and 16% returns during the same periods.
<h2 class="wp-block-heading">Marvell&#8217;s Latest Quarterly Results</h2>
On May 29, Marvell reported <a href="https://www.benzinga.com/news/earnings/25/05/45681892/marvell-technology-stock-slips-after-q1-results-details" target="_blank" rel="noreferrer noopener">first-quarter adjusted earnings</a> of 62 cents per share, which beat the Street estimate of 61 cents. Quarterly revenue came in at $1.9 billion, up 63% year-over-year, which beat the consensus estimate of $1.88 billion.
The gain was backed by rapid scaling of its custom silicon programs and robust shipments of its electro-optics products. 
Marvell expects second-quarter net revenue of $1.90 billion-$2.10 billion (versus analyst consensus of $1.98 billion) and adjusted EPS of 62 cents-72 cents (versus analyst consensus of 66 cents). However, <a href="https://www.benzinga.com/news/25/05/45700771/marvell-technology-analysts-slash-their-forecasts-after-q1-earnings" target="_blank" rel="noreferrer noopener">Wall Street firms</a>, including Needham, Wells Fargo, and Keybanc, cut their price forecasts on the stock.
<h2 class="wp-block-heading">Analyst Optimism</h2>
Recalling an event in February, Bank of America Securities analyst Vivek Arya <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/02/43474406/nvidia-still-a-top-pick-as-microsoft-meta-stick-with-gpus-despite-deepseek-challenge-analyst">expressed conviction in both</a> GPU vendors, such as Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), and ASIC vendors, including Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Marvell, on the rising tide of AI compute and networking demand. He noted that ASICs are winning over a 10%-15% share of the overall accelerator market, despite GPUs commanding over an 80% share.
On May 8, JPMorgan analyst Harlan Sur dismissed concerns about market share loss, citing Marvell's ongoing <a href="https://www.benzinga.com/25/05/45294370/marvells-custom-ai-chips-for-microsoft-and-aws-stay-on-track-analyst-sees-strong-growth-ahead">AI chip projects</a> with Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) and Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), which remain on track with no reported share loss. He reiterated his estimate of $4 billion in AI revenue for Marvell in 2025, driven by growth in custom AI chips (ASICs) and networking.&#8221;
Marvell hosted a Custom AI Investor Event, streamed live on June 17, 2025, highlighting advances in Marvell&#8217;s technology platform. Wall Street firms, including Needham and JP Morgan, rerated Marvell after the event.
The analysts noted that Marvell raised its 2028 Data Center Total Addressable Market estimate to $94 billion, up from $75 billion. All subsegments drove the growth. The company expects its &#8216;Custom XPU attach&#8217; segment to grow at a 90% CAGR through 2028, outpacing broader segment growth, the analysts added.
Marvell has a <a href="https://www.benzinga.com/quote/MRVL/analyst-ratings" target="_blank" rel="noreferrer noopener">consensus price forecast</a> of $100.45 based on the ratings of 31 analysts. The high is $150, issued by Barclays on Jan. 17, and the low is $67, issued by Redburn Atlantic on May 28. With an average price forecast of $88.67, Marvell has an implied 16.36% upside from the most recent analyst ratings.
Price Action: MRVL stock was trading higher by 3.2% to $78.73 at last check Wednesday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/06/45978623/marvell-launches-new-power-regulator-and-2nm-memory-chips-to-boost-ai-cloud-efficiency" target="_blank" rel="noreferrer noopener">Marvell Launches New Power Regulator And 2nm Memory Chips To Boost AI, Cloud Efficiency</a></li>
</ul>
Photo: Shutterstock

Marvell Technology Could Be On The Brink Of A Dramatic Comeback

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/27/25</td>
<td>$155.00</td>
<td>$104.4K</td>
<td>109.7K</td>
<td>244.6K</td>
</tr>
<tr>
<td>CORZ</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$15.00</td>
<td>$76.6K</td>
<td>22.1K</td>
<td>16.3K</td>
</tr>
<tr>
<td>IREN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$13.00</td>
<td>$157.9K</td>
<td>18.6K</td>
<td>9.5K</td>
</tr>
<tr>
<td>MRVL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/27/25</td>
<td>$75.00</td>
<td>$28.2K</td>
<td>14.1K</td>
<td>8.3K</td>
</tr>
<tr>
<td>INTC</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/03/25</td>
<td>$23.00</td>
<td>$106.5K</td>
<td>17.5K</td>
<td>5.7K</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$155.00</td>
<td>$83.3K</td>
<td>16.1K</td>
<td>3.1K</td>
</tr>
<tr>
<td>CRCL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/27/25</td>
<td>$200.00</td>
<td>$63.6K</td>
<td>2.6K</td>
<td>2.1K</td>
</tr>
<tr>
<td>QUBT</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/03/25</td>
<td>$17.00</td>
<td>$41.3K</td>
<td>661</td>
<td>975</td>
</tr>
<tr>
<td>AVGO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/27/25</td>
<td>$270.00</td>
<td>$30.6K</td>
<td>566</td>
<td>974</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/15/27</td>
<td>$230.00</td>
<td>$101.8K</td>
<td>8.2K</td>
<td>706</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a call option sweep that happens to be bullish, expiring in 1 day(s) on June 27, 2025. This event was a transfer of 567 contract(s) at a $155.00 strike. This particular call needed to be split into 18 different trades to become filled. The total cost received by the writing party (or parties) was $104.4K, with a price of $185.0 per contract. There were 109745 open contracts at this strike prior to today, and today 244656 contract(s) were bought and sold. 
• For CORZ (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CORZ#NASDAQ">CORZ</a>), we notice a call option trade that happens to be bullish, expiring in 50 day(s) on August 15, 2025. This event was a transfer of 428 contract(s) at a $15.00 strike. The total cost received by the writing party (or parties) was $76.6K, with a price of $179.0 per contract. There were 22190 open contracts at this strike prior to today, and today 16304 contract(s) were bought and sold. 
• For IREN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IREN#NASDAQ">IREN</a>), we notice a call option sweep that happens to be bearish, expiring in 22 day(s) on July 18, 2025. This event was a transfer of 1500 contract(s) at a $13.00 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $157.9K, with a price of $106.0 per contract. There were 18664 open contracts at this strike prior to today, and today 9557 contract(s) were bought and sold. 
• Regarding MRVL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>), we observe a call option sweep with bullish sentiment. It expires in 1 day(s) on June 27, 2025. Parties traded 57 contract(s) at a $75.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $28.2K, with a price of $495.0 per contract. There were 14123 open contracts at this strike prior to today, and today 8316 contract(s) were bought and sold. 
• Regarding INTC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), we observe a call option sweep with bullish sentiment. It expires in 7 day(s) on July 3, 2025. Parties traded 3791 contract(s) at a $23.00 strike. This particular call needed to be split into 30 different trades to become filled. The total cost received by the writing party (or parties) was $106.5K, with a price of $28.0 per contract. There were 17553 open contracts at this strike prior to today, and today 5709 contract(s) were bought and sold. 
• Regarding AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), we observe a call option sweep with bearish sentiment. It expires in 22 day(s) on July 18, 2025. Parties traded 391 contract(s) at a $155.00 strike. This particular call needed to be split into 35 different trades to become filled. The total cost received by the writing party (or parties) was $83.3K, with a price of $213.0 per contract. There were 16194 open contracts at this strike prior to today, and today 3159 contract(s) were bought and sold. 
• For CRCL (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRCL#NYSE">CRCL</a>), we notice a call option trade that happens to be bearish, expiring in 1 day(s) on June 27, 2025. This event was a transfer of 30 contract(s) at a $200.00 strike. The total cost received by the writing party (or parties) was $63.6K, with a price of $2120.0 per contract. There were 2691 open contracts at this strike prior to today, and today 2148 contract(s) were bought and sold. 
• Regarding QUBT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QUBT#NASDAQ">QUBT</a>), we observe a put option sweep with bullish sentiment. It expires in 7 day(s) on July 3, 2025. Parties traded 516 contract(s) at a $17.00 strike. This particular put needed to be split into 15 different trades to become filled. The total cost received by the writing party (or parties) was $41.3K, with a price of $80.0 per contract. There were 661 open contracts at this strike prior to today, and today 975 contract(s) were bought and sold. 
• For AVGO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), we notice a put option sweep that happens to be bullish, expiring in 1 day(s) on June 27, 2025. This event was a transfer of 120 contract(s) at a $270.00 strike. This particular put needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $30.6K, with a price of $255.0 per contract. There were 566 open contracts at this strike prior to today, and today 974 contract(s) were bought and sold. 
• Regarding AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we observe a call option trade with bearish sentiment. It expires in 568 day(s) on January 15, 2027. Parties traded 51 contract(s) at a $230.00 strike. The total cost received by the writing party (or parties) was $101.8K, with a price of $1998.0 per contract. There were 8290 open contracts at this strike prior to today, and today 706 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Core Scientific, Inc. - Class A Common Stock

CORZ

CRCL

IREN

QUBT

10 Information Technology Stocks Whale Activity In Today's Session

Ferric's ultra-compact IVRs for Marvell integrated power solutions to boost performance, efficiency and ROI of accelerated infrastructure
Ferric, Inc., a leader in cutting-edge power conversion solutions, announced its collaboration with Marvell Technology, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) to develop optimized integrated power solutions for Marvell&#xAE; custom silicon platforms, designed to improve performance, efficiency and return on investment (ROI) for AI and cloud infrastructure.
Ferric's proprietary thin-film magnetic technology enables the world's highest density DC-DC power converters and marks a breakthrough in integrated power management. By miniaturizing power regulation at the silicon level, Ferric Integrated Voltage Regulators (IVRs) are more than 10x smaller than conventional solutions— making them uniquely suited for in-package integration in advanced processors. This compact form allows power to be delivered with minimal distance and loss, unlocking unprecedented efficiency, speed and scalability.

Ferric Collaborates With Marvell Technology To Develop Optimized Integrated Power Solutions For Marvell Custom Silicon Platforms

Marvell Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) has outperformed the market over the past 5 years by 2.73% on an annualized basis producing an average annual return of 17.51%. Currently, Marvell Tech has a market capitalization of $65.05 billion. 
Buying $100 In MRVL: If an investor had bought $100 of MRVL stock 5 years ago, it would be worth $226.33 today based on a price of $75.44 for MRVL at the time of writing.
<h3>Marvell Tech's Performance Over Last 5 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1750803312_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

$100 Invested In Marvell Tech 5 Years Ago Would Be Worth This Much Today

AMKR

ASML

KLAC

LSCC

MCHP

MPWR

Shares of chip stocks are trading higher amid overall market strength on Israel-Iran ceasefire hopes.

<a target="_blank" href="https://www.benzinga.com/topic/chip-stocks" rel="noreferrer noopener">Semiconductor chip stocks</a>, including Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), Arm Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>), Marvell Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>), are trading lower on Friday.
The fall comes amid reports indicating Washington&#8217;s plans to end waivers for chipmakers to send American technology to China, the Wall Street Journal <a href="https://www.wsj.com/world/china/u-s-prepares-action-targeting-allies-chip-plants-in-china-10ab18a8" target="_blank" rel="noreferrer noopener">reported</a> Friday, citing unnamed sources familiar with the matter.
The stock movement bears testimony to the interconnectivity of the semiconductor ecosystem, which includes semiconductor companies and suppliers of materials, equipment, and specialized services.
So far, chipmakers Samsung Electronics (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>),&nbsp;SK Hynix, and Taiwan Semiconductor could ship American chip-making equipment to their factories in China without applying for a separate license.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/46028133/sk-hynix-gen-memory-big-techs-ai-push-prioritizes-nvidia" rel="noreferrer noopener">SK Hynix To Supply Next-Gen Memory For Big Tech&#8217;s AI Push, Prioritizes Nvidia Amid Supply Crunch</a>
Jeffrey Kessler, head of the Commerce Department, told the chipmakers about Washington&#8217;s plans to cancel those waivers, WSJ reported. They said Kessler described the action as part of the Trump administration&#8217;s crackdown on critical U.S. technology going to China.
Last week, President&nbsp;Donald Trump&nbsp;confirmed&nbsp;the <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/45924007/arm-ceo-warns-chip-sanctions-on-china-are-counterproductive-for-usa" rel="noreferrer noopener">China trade deal</a> after two days of negotiations in London. The U.S. said it will continue applying 55% tariffs on selected Chinese imports, while China will impose a 10% tariff rate on U.S. goods.
Earlier, Arm CEO&nbsp;Rene Haas&nbsp;had condemned the&nbsp;U.S. sanctions on&nbsp;China in tandem with&nbsp;Nvidia chief Jensen Huang, citing the compromise of overall technological advances and impact on consumers and companies.
Haas discussed the repercussions of restricting access to technology in the ecosystem&nbsp;<a target="_blank" href="https://www.bloomberg.com/news/articles/2025-06-12/arm-ceo-sides-with-nvidia-against-us-export-limits-on-china?srnd=phx-technology&amp;sref=TBDibEcD" rel="noreferrer noopener">to</a> Bloomberg last week at the Founders Forum Global conference in Oxford.
Haas said Chinese competitors have evolved, citing Huawei Tech as an example.&nbsp;The Trump administration blacklisted Huawei in 2019, citing national security threats.
In April, the Trump administration imposed sanctions on exports of data center processors to Chinese customers, which cost Nvidia about $8 billion in Chinese revenue during its second fiscal quarter.
Price Action: NVDA stock traded lower by 1.03% to $144 at the last check Friday. AVGO is down 1.05%. ARM is down 0.80%.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/06/46030504/uber-expands-ai-services-countries-businesses-train-smarter-ai-agents" target="_blank" rel="noreferrer noopener">Uber Collected Tons Of User Data For Years, Will License It To 30 Countries For AI</a></li>
</ul>
Image Via Shutterstock

Government

Regulations

Nvidia, Broadcom, Marvell And Other Chip Stocks Fall On Unexpected US Move

Marvell Technology (MRVL) is currently in Phase 7 of its 18-phase Adhishthana Cycle on the monthly chart, and the structure is setting up in a way that could lead to a significant breakout in Phase 9. Here's how the stock is positioned through the lens of the Adhishthana Principles.
<h3 class="wp-block-heading">Current Structure and Alignment</h3>
So far, MRVL has shown an 83.33% alignment with the Adhishthana Principles, our proprietary cyclical framework that integrates quantitative signals with behavioral archetypes.
<figure class="wp-block-image size-full is-resized"><img loading="lazy" decoding="async" width="1200" height="587" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/06/19084609/Marvel-Technology-Inc.-Cakra-Adhishthana.png" alt="Fig.1 Marvell Cakra Formation (Source: Adhishthana.com)" class="wp-image-14620" style="width:609px;height:auto" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2025/06/19084609/Marvel-Technology-Inc.-Cakra-Adhishthana.png 1200w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/06/19084609/Marvel-Technology-Inc.-Cakra-Adhishthana-300x147.png 300w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/06/19084609/Marvel-Technology-Inc.-Cakra-Adhishthana-1024x501.png 1024w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/06/19084609/Marvel-Technology-Inc.-Cakra-Adhishthana-768x376.png 768w" sizes="(max-width: 1200px) 100vw, 1200px" /><figcaption class="wp-element-caption">Fig.1 Marvell&#8217;s Cakra Formation (Source: Adhishthana.com)</figcaption></figure>
The stock is now in Phase 7, working through the Fall of Artah and Artharthi pattern. This phase is known for an eight-bar corrective structure, typically split between two distinct types of declines. So far, MRVL has completed three red bars, likely representing the Fall of Artah. The remaining five bars (Artharthi) are expected to materialize by March 31, 2026, completing the correction on the monthly timeframe.
<h3 class="wp-block-heading">Cakra Formation and the Breakout Setup</h3>
Marvell began forming its Cakra, a rounded cyclical base, in Phase 4 and is now entering the critical final stages of this formation. Phase 8 marks the completion of the Cakra formation. Right now, the stock is respecting the lower band of this structure, with a fresh wave of buying emerging near those levels. (Refer Fig.1)
Another important level to note is the Nirvana Level, identified at $42.77, which was formed in Phase 6. According to the principles, this level acts as a valuation magnet &#8211; a reference point that often draws prices back during corrections and sets the foundation for future moves.
<h3 class="wp-block-heading">Weekly Chart Insight</h3>
<figure class="wp-block-image size-full is-resized"><img loading="lazy" decoding="async" width="1200" height="532" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/06/19085238/Marvell-Weekly-Guna-Triads-Adhishthana.png" alt="Fig.2 Marvell Weekly Guna Triads (Source: Adhishthana.com)" class="wp-image-14621" style="width:568px;height:auto" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2025/06/19085238/Marvell-Weekly-Guna-Triads-Adhishthana.png 1200w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/06/19085238/Marvell-Weekly-Guna-Triads-Adhishthana-300x133.png 300w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/06/19085238/Marvell-Weekly-Guna-Triads-Adhishthana-1024x454.png 1024w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/06/19085238/Marvell-Weekly-Guna-Triads-Adhishthana-768x340.png 768w" sizes="(max-width: 1200px) 100vw, 1200px" /><figcaption class="wp-element-caption">Fig.2 Marvell&#8217;s Weekly Chart Guna Triads (Source: Adhishthana.com)</figcaption></figure>
On the weekly chart, MRVL is currently in Phase 17, a phase generally characterized by no action per the principles. More importantly, the Guna Triads (Phases 14, 15, and 16) on this timeframe lack Satoguna, indicating an absence of clean, bullish momentum.
While this may sound like a negative, it actually validates the monthly chart setup. According to Adhishthana Principles, Phase 9 is where the supreme breakout move takes place, and for Marvell, this begins on September 1, 2028. The absence of strength on the weekly suggests the true move is likely reserved for the monthly breakout, following the conclusion of Phase 18 on the weekly cycle.
<h3 class="wp-block-heading">Where Things Stand Now</h3>
The stock is currently hovering close to its Nirvana level of $42.77, a zone that historically offers strong accumulation opportunities. While the Cakra is still forming, the stock could rally up to the $110 mark, where we may see some short-term correction. This would be a healthy development, allowing MRVL to complete its Cakra by retesting the lower band in Phase 8, before initiating its breakout in Phase 9.
<h3 class="wp-block-heading">Investor Takeaway</h3>
<ul class="wp-block-list">
<li>Existing Holders: Stay patient. The structure suggests that a major breakout move is on the horizon in Phase 9 (starting September 1, 2028). No need to tamper with existing positions. </li>
</ul>
<ul class="wp-block-list">
<li>Potential Buyers: All levels near the Nirvana zone ($42.77) are worth monitoring for accumulation. While short-term corrections may occur, they are part of a broader and healthier buildup.</li>
</ul>

Technicals

Opinion

Signals

Marvell Technology: Stock Levels Look Right, Here's What To Watch

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$145.00</td>
<td>$35.4K</td>
<td>129.0K</td>
<td>135.4K</td>
</tr>
<tr>
<td>MRVL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$75.00</td>
<td>$49.7K</td>
<td>26.7K</td>
<td>35.3K</td>
</tr>
<tr>
<td>PLTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$138.00</td>
<td>$37.4K</td>
<td>4.0K</td>
<td>8.1K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$370.00</td>
<td>$68.8K</td>
<td>2.9K</td>
<td>8.1K</td>
</tr>
<tr>
<td>INTC</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$21.00</td>
<td>$51.2K</td>
<td>14.9K</td>
<td>3.3K</td>
</tr>
<tr>
<td>CRDO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$80.00</td>
<td>$68.9K</td>
<td>3.2K</td>
<td>2.8K</td>
</tr>
<tr>
<td>APP</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$350.00</td>
<td>$42.0K</td>
<td>1.6K</td>
<td>1.9K</td>
</tr>
<tr>
<td>MSFT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/27/25</td>
<td>$490.00</td>
<td>$40.8K</td>
<td>3.8K</td>
<td>1.9K</td>
</tr>
<tr>
<td>TSM</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$210.00</td>
<td>$101.2K</td>
<td>7.6K</td>
<td>1.6K</td>
</tr>
<tr>
<td>CRWV</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$162.50</td>
<td>$51.4K</td>
<td>1.2K</td>
<td>892</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• Regarding NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we observe a call option sweep with bearish sentiment. It expires in 1 day(s) on June 20, 2025. Parties traded 286 contract(s) at a $145.00 strike. This particular call needed to be split into 9 different trades to become filled. The total cost received by the writing party (or parties) was $35.4K, with a price of $124.0 per contract. There were 129086 open contracts at this strike prior to today, and today 135442 contract(s) were bought and sold. 
• For MRVL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>), we notice a call option sweep that happens to be bullish, expiring in 1 day(s) on June 20, 2025. This event was a transfer of 425 contract(s) at a $75.00 strike. This particular call needed to be split into 16 different trades to become filled. The total cost received by the writing party (or parties) was $49.7K, with a price of $117.0 per contract. There were 26741 open contracts at this strike prior to today, and today 35376 contract(s) were bought and sold. 
• For PLTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), we notice a call option sweep that happens to be bullish, expiring in 1 day(s) on June 20, 2025. This event was a transfer of 129 contract(s) at a $138.00 strike. This particular call needed to be split into 6 different trades to become filled. The total cost received by the writing party (or parties) was $37.4K, with a price of $290.0 per contract. There were 4031 open contracts at this strike prior to today, and today 8183 contract(s) were bought and sold. 
• Regarding MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we observe a call option sweep with bullish sentiment. It expires in 1 day(s) on June 20, 2025. Parties traded 118 contract(s) at a $370.00 strike. This particular call needed to be split into 6 different trades to become filled. The total cost received by the writing party (or parties) was $68.8K, with a price of $585.0 per contract. There were 2988 open contracts at this strike prior to today, and today 8101 contract(s) were bought and sold. 
• For INTC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), we notice a call option trade that happens to be bullish, expiring in 57 day(s) on August 15, 2025. This event was a transfer of 250 contract(s) at a $21.00 strike. The total cost received by the writing party (or parties) was $51.2K, with a price of $205.0 per contract. There were 14951 open contracts at this strike prior to today, and today 3377 contract(s) were bought and sold. 
• Regarding CRDO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRDO#NASDAQ">CRDO</a>), we observe a call option trade with bullish sentiment. It expires in 29 day(s) on July 18, 2025. Parties traded 70 contract(s) at a $80.00 strike. The total cost received by the writing party (or parties) was $68.9K, with a price of $985.0 per contract. There were 3296 open contracts at this strike prior to today, and today 2812 contract(s) were bought and sold. 
• For APP (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APP#NASDAQ">APP</a>), we notice a call option sweep that happens to be bullish, expiring in 1 day(s) on June 20, 2025. This event was a transfer of 168 contract(s) at a $350.00 strike. This particular call needed to be split into 12 different trades to become filled. The total cost received by the writing party (or parties) was $42.0K, with a price of $250.0 per contract. There were 1651 open contracts at this strike prior to today, and today 1929 contract(s) were bought and sold. 
• Regarding MSFT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), we observe a call option sweep with bearish sentiment. It expires in 8 day(s) on June 27, 2025. Parties traded 340 contract(s) at a $490.00 strike. This particular call needed to be split into 21 different trades to become filled. The total cost received by the writing party (or parties) was $40.8K, with a price of $120.0 per contract. There were 3811 open contracts at this strike prior to today, and today 1916 contract(s) were bought and sold. 
• For TSM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), we notice a call option trade that happens to be bearish, expiring in 1 day(s) on June 20, 2025. This event was a transfer of 250 contract(s) at a $210.00 strike. The total cost received by the writing party (or parties) was $101.2K, with a price of $405.0 per contract. There were 7623 open contracts at this strike prior to today, and today 1649 contract(s) were bought and sold. 
• Regarding CRWV (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>), we observe a call option trade with bullish sentiment. It expires in 1 day(s) on June 20, 2025. Parties traded 53 contract(s) at a $162.50 strike. The total cost received by the writing party (or parties) was $51.4K, with a price of $970.0 per contract. There were 1211 open contracts at this strike prior to today, and today 892 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

CRDO

CRWV

MSTR

PLTR

10 Information Technology Stocks With Whale Alerts In Today's Session

Marvell Technology Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) shares are surging Wednesday after multiple analysts reiterated positive ratings following the company&#8217;s <a href="https://www.benzinga.com/quote/MRVL/analyst-ratings">custom AI investor event</a>.
What Happened: Marvell showcased its comprehensive technology platform that aims to enable the next generation of custom AI infrastructure at an <a href="https://www.marvell.com/content/dam/marvell/en/company/assets/marvell-custom-ai-investor-event-2025.pdf">event</a> on Tuesday. 
Following the presentation, several analysts reiterated Buy ratings. Here&#8217;s a look at the analyst updates that rolled in on Wednesday:
<ul class="wp-block-list">
<li>BofA Securities analyst Vivek Arya maintained Marvell with a <a href="https://www.benzinga.com/analyst-stock-ratings">Buy</a> and raised the price target from&nbsp;$80&nbsp;to&nbsp;$90.</li>
</ul>
<ul class="wp-block-list">
<li>Rosenblatt analyst Kevin Cassidy maintained Marvell with a Buy and a price target of&nbsp;$124.</li>
</ul>
<ul class="wp-block-list">
<li>Benchmark analyst Cody Acree reiterated Marvell with a Buy rating and maintained a price target of&nbsp;$95.</li>
</ul>
<ul class="wp-block-list">
<li>Needham analyst Quinn Bolton reiterated Marvell with a Buy and maintained a price target of&nbsp;$85.</li>
</ul>
Marvell highlighted an expanded opportunity with custom XPU attach and said it sees a 26% increased in its data center total addressable market over the coming years. The company now forecasts a data center TAM of $94 billion, up from $75 billion previously. 
Marvell on Wednesday also announced a <a href="https://www.benzinga.com/pressreleases/25/06/g45994385/empower-and-marvell-announce-collaboration-on-next-generation-integrated-power-delivery-solution-f">collaboration</a> with Empower Semiconductor in which Empower will develop optimized integrated power solutions for Marvell&nbsp;custom silicon platforms. The companies aim to support the increasing demands of next-generation XPUs.
MRVL Price Action: <a href="http://benzinga.com/quote/MRVL">Marvell Technology shares</a> were up 6.94% at $74.85 at the time of publication Wednesday, according to <a href="http://pro.benzinga.com">Benzinga Pro</a>.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/06/45978623/marvell-launches-new-power-regulator-and-2nm-memory-chips-to-boost-ai-cloud-efficiency">Marvell Launches New Power Regulator And 2nm Memory Chips To Boost AI, Cloud Efficiency</a></li>
</ul>
Photo: JHVEPhoto/Shutterstock.

Reiteration

Marvell Technology Stock Is Soaring Wednesday: What's Going On?

Shares of Marvell Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) rallied in early trading on Wednesday, after the company hosted its <a href="https://www.benzinga.com/topic/artificial-intelligence">Custom AI Investor Event</a> on Tuesday.
<ul class="wp-block-list">
<li>Needham <a href="https://www.benzinga.com/analyst-stock-ratings/analyst/5e21cde3430dee0001c717dd/quinn-bolton">analyst Quinn Bolton</a> maintained a Buy rating and price target of $85.</li>
<li>JPMorgan <a href="https://www.benzinga.com/analyst-stock-ratings/analyst/59f1c1bdefacff0001706787/harlan-sur">analyst Harlan Sur</a> reiterated an Overweight rating and price target of $130.</li>
</ul>
Check out <a href="https://www.benzinga.com/analyst-stock-ratings">other analyst stock ratings</a>.
Needham: Marvell indicated that it estimates its Data Center TAM (total addressable market) at $94 billion in 2028. That&#8217;s up from its previous projection of $75 billion. All four subsegments of the division are expected to contribute to this growth, Bolton said in a note.
Marvell introduced ‘Custom XPU attach', which represents "an increasingly strategic portion of its Data Center TAM," growing at a CAGR (compounded annual growth rate) of 90% from 2023-2028, "significantly outpacing the 47% CAGR of the Custom XPU segment. "We see Custom XPU attach as a particularly rich opportunity for MRVL given its networking and processing background," he further wrote.
JPMorgan: Marvell presented a "compelling and sustainable growth strategy for its AI datacenter networking/ASIC business," Sur said. With new design wins confirmed, the company now has design wins for 18 multi-generational sockets, "which should help drive its ASIC AI silicon market share to 20% by 2028," he added.
"The team is driving strong product innovation and investing in sustaining its leading-edge technology, given its strong R&amp;D scale ($2B+ per year)," the analyst wrote. If Marvell executes well on its datacenter growth strategy and captures 20% of the datacenter TAM opportunity by 2028, there could be "significant upside' to its stock, he further stated.
Price Action: Shares of Marvell Technology had risen by 8.36% to $75.84 at the time of publication on Wednesday.
Read More: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/06/45978623/marvell-launches-new-power-regulator-and-2nm-memory-chips-to-boost-ai-cloud-efficiency">Marvell Launches New Power Regulator And 2nm Memory Chips To Boost AI, Cloud Efficiency</a></li>
</ul>
Image: Shutterstock

Marvell Technology Has 'Sustainable Growth Strategy,' Analysts Say

Cantor Fitzgerald analyst Matthew Prisco maintains Marvell Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) with a Neutral and raises the price target from $60 to $75.

Cantor Fitzgerald Maintains Neutral on Marvell Tech, Raises Price Target to $75

B. Riley Securities analyst Craig Ellis maintains Marvell Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) with a Buy and raises the price target from $110 to $115.

B. Riley Securities Maintains Buy on Marvell Tech, Raises Price Target to $115

Melius Research analyst Ben Reitzes maintains Marvell Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) with a Hold and raises the price target from $67 to $76.

Melius Research Maintains Hold on Marvell Tech, Raises Price Target to $76

Press Releases

Marvell and NVIDIA to Provide Custom Solutions for Advanced AI Infrastructure

Marvell Delivers Advanced Packaging Platform for Custom AI Accelerators

/C O R R E C T I O N -- Marvell/

Earnings

Commodities

Marvell Technology, Inc. Reports First Quarter of Fiscal Year 2026 Financial Results

Marvell Expands Custom Compute Platform with UALink Scale-up Solution for AI Accelerated Infrastructure

Dividends

Marvell Technology, Inc. Declares Quarterly Dividend Payment

Marvell Introduces Optimized Integrated Power Solutions to Boost Performance, Efficiency, and ROI of Accelerated Infrastructure

Marvell Develops Industry's First 2nm Custom SRAM for Next-Generation AI Infrastructure Silicon

General

Empower and Marvell Announce Collaboration on Next-Generation Integrated Power Delivery Solution for AI and Cloud Platforms

Ferric and Marvell Collaborate to Advance Integrated Voltage Regulation for AI and Cloud Infrastructure

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ASE Technology Holding Co., Ltd. American Depositary Shares (each representing Two Common Shares)

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