Today: 21 May 2026
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NASDAQ:MRVL 22 April 2026 - 20 May 2026

Dow Up 200 Points Ahead of Nvidia Report

Dow Up 200 Points Ahead of Nvidia Report

The Dow Jones Industrial Average climbed 209.33 points to 49,573.21 in late-morning trading Wednesday, rebounding after Tuesday’s drop. Goldman Sachs rose 3.0% and Boeing 2.9%, leading gains in the index. The 30-year Treasury yield touched 5.20% overnight, its highest since 2007. Investors awaited Nvidia’s earnings and Federal Reserve meeting minutes later in the day.
20 May 2026
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Marvell moves as earnings nears, eyes on AI chips

Marvell moves as earnings nears, eyes on AI chips

Marvell Technology shares rose 4.53% to $184.25 in premarket trading Wednesday, extending Tuesday’s 4.35% gain. The company will report fiscal Q1 2027 results after the close on May 27. Analysts at Evercore ISI, Melius Research, and CLSA raised price targets, citing strong demand for custom AI chips. Marvell posted record fiscal 2026 revenue of $8.195 billion in March.
20 May 2026
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POET Raises $400 Million, Shares Don’t Catch a Bid

POET Raises $400 Million, Shares Don’t Catch a Bid

POET Technologies shares fell 8.02% to $13.07 on Tuesday, despite closing a $400 million financing deal with MMCAP International. The company issued over 19 million shares and warrants at $21 per package, aiming to expand production capacity tenfold. POET reported a first-quarter net loss of $12.3 million on $503,389 in revenue. A new $50 million order from Lumilens could scale to $500 million over five years.
20 May 2026
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Marvell Stock Is Jumping Again — The AI Chip Trade Has One Week To Prove It

Marvell Stock Is Jumping Again — The AI Chip Trade Has One Week To Prove It

Marvell shares climbed 6.6% to $180.04 Tuesday, outperforming a falling Nasdaq as investors positioned ahead of its May 27 earnings call. Trading volume reached 15.3 million shares, with the company’s market value near $155.5 billion. The stock’s rally followed analyst price target hikes and speculation over AI data-center demand. Marvell last reported record annual revenue and forecast further growth led by its data-center business.
19 May 2026
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Marvell Technology Stock Jumps as Wall Street Chases the AI Networking Trade Before Earnings

Marvell Technology Stock Jumps as Wall Street Chases the AI Networking Trade Before Earnings

Marvell Technology shares jumped 8.18% to close at $177.95 Wednesday, hitting a 52-week high before trading at $182.50 after hours. BofA and B. Riley raised price targets above $200 this week, citing AI data-center demand. Marvell will report first-quarter fiscal 2027 results on May 27. The company posted $8.195 billion in fiscal 2026 revenue, up 42% year over year.
14 May 2026
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POET Technologies Stock Is Back in Focus After COO Hire, Marvell Fallout and Class-Action Deadline

POET Technologies Stock Is Back in Focus After COO Hire, Marvell Fallout and Class-Action Deadline

POET Technologies appointed Sandeep Kumar chief operating officer on May 11 as it prepares its Malaysia plant for higher-volume production. The move comes after Marvell Semiconductor canceled all Celestial AI purchase orders and a U.S. securities lawsuit was filed against POET and two executives. POET shares rose 1.4% to $13.92 in early afternoon trading, with volume above 26 million shares.
13 May 2026
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AMD’s Quiet Marvell Stake Puts AI Chip Investors on Alert

AMD’s Quiet Marvell Stake Puts AI Chip Investors on Alert

Marvell Technology shares rose nearly 10% Wednesday after a filing showed AMD held 65,516 shares at the end of March, valued at $6.49 million then and about $11.8 million at current prices. The disclosure drew attention as Marvell is a key supplier for AI data-center hardware. The Philadelphia SE Semiconductor index is up 64% since March. Analysts raised Marvell’s price targets, citing AI demand and hyperscaler investment.
13 May 2026
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POET Technologies Stock Faces Marvell Fallout as Investor Lawsuit Deadline Nears

POET Technologies Stock Faces Marvell Fallout as Investor Lawsuit Deadline Nears

POET Technologies faces a federal securities class action after Marvell Semiconductor canceled all Celestial AI purchase orders, triggering a 45% intraday drop in POET shares on April 27. Law firms are urging investors who bought POET securities between April 1 and April 27 to act before the June 29 lead-plaintiff deadline. The case also involves disputed tax disclosures and PFIC status. No class has been certified.
11 May 2026
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POET Technologies Stock Rebounds as Marvell Fallout Turns Into a June Lawsuit Deadline

POET Technologies Stock Rebounds as Marvell Fallout Turns Into a June Lawsuit Deadline

POET Technologies shares rose Friday, climbing $1.39 to $10.97, despite new shareholder notices tied to a securities class action over its U.S. tax disclosures and cancelled Celestial AI orders. The lawsuit, filed April 28 in New Jersey federal court, names POET, CFO Thomas Mika, and CEO Suresh Venkatesan as defendants. Investors have until June 29 to seek lead plaintiff status for the proposed class.
8 May 2026
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Marvell Technology Stock Slides 7%—Why the AI Chip Favorite Just Hit a Wall

Marvell Technology Stock Slides 7%—Why the AI Chip Favorite Just Hit a Wall

Marvell Technology shares rose 1.7% in early premarket trading Friday after a 7.05% drop Thursday, closing at $160.01. The company, which reported fiscal 2026 revenue of $8.195 billion with 74% from data centers, is set to release first-quarter results on May 27. Nvidia invested $2 billion in Marvell in March. Marvell recently acquired Polariton Technologies to boost its data-center chip capabilities.
8 May 2026
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Why POET Technologies Stock Is Back in the Spotlight After Marvell Order Shock

Why POET Technologies Stock Is Back in the Spotlight After Marvell Order Shock

Investor-rights law firms increased notices Wednesday over a securities class action against POET Technologies after Marvell Semiconductor canceled all Celestial AI-related orders. The lawsuit names CEO Suresh Venkatesan and CFO Thomas Mika and alleges misrepresentations on tax status and business agreements. POET shares traded at $9.385 on Nasdaq, up 17.5 cents. The lead-plaintiff deadline is June 29.
6 May 2026
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Marvell Stock’s 67% AI Rally Faces a Crucial May Earnings Test

Marvell Stock’s 67% AI Rally Faces a Crucial May Earnings Test

Marvell Technology will report fiscal Q1 2027 results on May 27, following a 66.7% stock surge in April and heightened investor focus on its Nvidia partnership and data-center business. U.S. chip stocks, including Marvell, rose Wednesday after AMD’s upbeat outlook on AI infrastructure demand. Marvell’s fiscal 2026 revenue climbed 42% to $8.2 billion, driven by strong AI demand and new design wins.
6 May 2026
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QQQ Stock Rises Before the Open as AI Chip Rally Puts Nasdaq Records Back in Play

QQQ Stock Rises Before the Open as AI Chip Rally Puts Nasdaq Records Back in Play

The Invesco QQQ Trust ETF rose 1.3% to $681.61 in early premarket trading Wednesday, tracking gains in Nasdaq 100 futures after AMD reported a 38% jump in quarterly revenue and strong AI demand. AMD shares surged nearly 18% premarket, while other chip stocks and tech-focused ETFs also advanced. The S&P 500 and Nasdaq Composite closed at record highs Tuesday.
6 May 2026
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POET Technologies Stock Jumps 30% as Marvell Order Fallout Becomes a Legal Test

POET Technologies Stock Jumps 30% as Marvell Order Fallout Becomes a Legal Test

POET Technologies shares surged 30% to $9.25 in heavy Nasdaq trading Tuesday after a securities class action was filed over the company’s disclosure of canceled Marvell-linked orders. The lawsuit, filed in New Jersey federal court, names POET, CEO Suresh Venkatesan, and CFO Thomas Mika as defendants. POET said Marvell canceled all Celestial AI purchase orders on April 23, citing confidentiality breaches.
5 May 2026
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Nvidia Isn’t Over. But Marvell Is the Quiet AI Chip Name Analysts Can’t Ignore

Nvidia Isn’t Over. But Marvell Is the Quiet AI Chip Name Analysts Can’t Ignore

Marvell Technology shares rose about 3% Thursday after Big Tech firms signaled AI spending would exceed $700 billion this year. Nvidia slipped 1.6% but announced a $2 billion investment in Marvell and a partnership on AI infrastructure. Marvell reported record fiscal 2026 revenue of $8.2 billion, while Nvidia posted $215.9 billion for the year. Google is in talks with Marvell to develop two new AI chips.
30 April 2026
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Marvell Stock Rally Faces a $170 Wall as AI Chip Bets Run Hot

Marvell Stock Rally Faces a $170 Wall as AI Chip Bets Run Hot

Marvell Technology shares closed at $164.31 on April 24, above B. Riley’s new $156 price target and well above the analyst average of $120.28. The stock surged over 125% in eight weeks, fueled by AI chip and optical networking deals with Nvidia and others. Some analysts raised targets to $170, while others warned the rally may be overextended. Marvell traded at $160.88 premarket Monday.
27 April 2026
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POET Stock Is Flying Again: The Marvell Link, AI Optics Buzz and Tax Fight Behind the Rally

POET Stock Is Flying Again: The Marvell Link, AI Optics Buzz and Tax Fight Behind the Rally

POET Technologies shares rose 27% to $14.93 in late-morning trading Friday after CFO Thomas Mika said the company received a purchase order linked to Marvell Technology. Marvell has not confirmed the order. POET reported $341,202 in Q4 revenue and a $42.7 million net loss, as it shifts from development to production. The rally follows news of Marvell’s acquisition of Celestial AI and reported Google talks.
24 April 2026
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Why POET Technologies Stock Is Soaring Again After PFIC Tax Fix and Marvell Order Talk

Why POET Technologies Stock Is Soaring Again After PFIC Tax Fix and Marvell Order Talk

POET Technologies shares jumped 19.3% to $10.25 Tuesday, extending Monday’s 18.3% gain after management addressed tax concerns raised by a short-seller. CFO Thomas Mika said POET does not expect to qualify as a PFIC in 2026 and confirmed a purchase order tied to Marvell. The company reported $341,202 in Q4 revenue and a $42.7 million net loss. POET targets second-quarter sampling of its 1.6T module with Lessengers.
22 April 2026
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Stock Market Today

  • OR Royalties (TSX:OR) Valuation Under Scrutiny After Recent Price Drop
    May 21, 2026, 8:56 AM EDT. OR Royalties (TSX:OR) shares fell 7.9% in the past week and 15.3% over the last month, despite a strong 43.9% total shareholder return over one year. The stock trades at CA$49.48 versus an analyst target of CA$72.05, suggesting about 20.4% undervaluation based on a fair value estimate of CA$62.18. The company boasts peer-leading 97% cash margins, a debt-free balance sheet, and around CA$1 billion liquidity for growth via royalty and stream acquisitions. However, its high price-to-earnings ratio of 26.6x surpasses the Canadian Metals and Mining industry average of 15.9x, raising concerns about rich valuation. Risks include project delays and precious metal price fluctuations. Investors should consider broader gold sector options amid mixed optimism for OR Royalties.

Latest articles

POET Eyes $400 Million Raise as Traders Focus on Key Risk

POET Eyes $400 Million Raise as Traders Focus on Key Risk

21 May 2026
POET Technologies shares fell in premarket trading Thursday after a $400 million direct offering of 19.05 million shares and warrants. The stock closed Wednesday at $14.78, up 13.1%, but slipped to $14.38 before the open. Proceeds will fund a major manufacturing expansion. The sole buyer was MMCAP International Inc. SPC.
MARA Stock Just Jumped — Now Its $1.5 Billion AI Power Bet Faces a Test

MARA Stock Just Jumped — Now Its $1.5 Billion AI Power Bet Faces a Test

21 May 2026
MARA Holdings shares slipped to $13.10 in pre-market trading Thursday after a 5.7% jump, as insider filings showed CEO Fred Thiel and CFO Salman Khan sold shares at $12 each under pre-arranged plans. The moves follow MARA’s $1.5 billion deal to acquire Long Ridge Energy & Power, adding a 505-megawatt Ohio gas plant and land for AI-focused data centers. The transaction awaits regulatory approval and is expected to close in late 2026.
Nvidia Shares Flat After Big Earnings Beat as Street Looks for More

Nvidia Shares Flat After Big Earnings Beat as Street Looks for More

21 May 2026
Nvidia reported first-quarter revenue of $81.6 billion, up 85% from a year earlier, and forecast $91 billion for the second quarter, topping Wall Street estimates. Shares were little changed premarket at $223.29 despite the strong results and an $80 billion share buyback announcement. Data-center revenue rose 92% to $75.2 billion. Nvidia raised its quarterly dividend to 25 cents from 1 cent.
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