Marvell Technology (MRVL) Stock Slides as Microsoft and Amazon Fears Collide With a Bullish AI Roadmap
Marvell Technology, Inc. (NASDAQ: MRVL) is at the center of a tug‑of‑war on December 8, 2025: the stock is selling off hard on worries about losing big cloud customers just days after the company reported record AI‑driven results and announced a multibillion‑dollar bet on next‑generation optical networking. Around mid‑session Monday, Marvell shares were trading near $90, down roughly 9% on the day, after news that Microsoft may shift some custom AI chip work to Broadcom and a key analyst downgrade focused on potential AI design losses at Amazon Web Services (AWS). Investors+2Investing.com+2 At the same time, Wall Street’s broader view