Today: 21 May 2026
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NASDAQ:MRVL 5 March 2026 - 20 April 2026

Alphabet Stock Slips as Google-Marvell AI Chip Talks Put Spending, Earnings in Focus

Alphabet Stock Slips as Google-Marvell AI Chip Talks Put Spending, Earnings in Focus

Alphabet shares fell 0.9% to $338.45 Monday after reports Google is in talks with Marvell Technology to develop two AI chips, despite ongoing investor concerns over a projected $175–$185 billion 2026 spending bill. Marvell stock rose 6.1% while Broadcom dropped 2.4%. Alphabet reports first-quarter results April 29. Google and Marvell declined to comment.
20 April 2026
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US Stock Market Today: S&P 500, Nasdaq Slip From Records as Oil Spike Tests Wall Street Rally

US Stock Market Today: S&P 500, Nasdaq Slip From Records as Oil Spike Tests Wall Street Rally

U.S. stocks fell Monday as oil prices surged, with the Dow down 0.12%, S&P 500 off 0.33%, and Nasdaq losing 0.55% by midday. Brent crude jumped 5.1% to $94.99 after the U.S. seized an Iranian ship and Hormuz shipping slowed. Tech shares led losses, while strong corporate earnings limited the decline. A U.S.-Iran ceasefire deadline looms Tuesday night.
20 April 2026
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Google’s Reported AI Chip Talks Put Marvell Technology in the Middle of the Custom AI Chip Race

Google’s Reported AI Chip Talks Put Marvell Technology in the Middle of the Custom AI Chip Race

Google is in talks with Marvell Technology to develop two new AI chips, including a memory processing unit and a new TPU for inference, The Information reported Sunday. Reuters could not immediately verify the report, and neither company responded to requests for comment. Marvell shares closed at $139.69 before the news surfaced. The companies reportedly aim to finalize the memory chip design next year.
19 April 2026
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Broadcom Jumps on Meta AI Chip Deal as Marvell Gets New Bull Call

Broadcom Jumps on Meta AI Chip Deal as Marvell Gets New Bull Call

Broadcom shares rose 3.9% after Meta extended its chip partnership through 2029, with the first rollout phase exceeding 1 gigawatt of compute. Marvell gained 1.5% as Oppenheimer raised its price target to $170, citing strong data-center networking growth. Wall Street opened higher, with the S&P 500 near record levels amid easing inflation signals.
15 April 2026
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Marvell Stock Hits Record High After Nvidia’s $2 Billion Move and Amazon AI Chip Push

Marvell Stock Hits Record High After Nvidia’s $2 Billion Move and Amazon AI Chip Push

Marvell Technology shares rose 2.1% to $131.22 Monday, hitting a record after Nvidia’s $2 billion investment and renewed optimism over Amazon’s AI chip business. The stock earlier touched $135.18. Barclays upgraded Marvell and raised its price target to $150, citing surging demand for optical products in AI data centers. Nvidia and Marvell plan to link custom chips for Nvidia’s NVLink Fusion platform.
13 April 2026
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Nvidia Invests $2 Billion in Marvell as Custom AI Chip Race Heats Up

Nvidia Invests $2 Billion in Marvell as Custom AI Chip Race Heats Up

Nvidia invested $2 billion in Marvell Technology and will link Marvell’s custom AI chips to its NVLink Fusion system. Marvell shares rose 7% after the announcement, Nvidia gained 2.7%. The deal comes as Nvidia’s share of China’s AI server chip market fell to 55% in 2025, with Chinese suppliers taking 41%. Both companies warned the partnership could face regulatory and market risks.
2 April 2026
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NVIDIA Corporation Bets $2 Billion on Marvell as Custom AI Chip Race Heats Up

NVIDIA Corporation Bets $2 Billion on Marvell as Custom AI Chip Race Heats Up

Nvidia invested $2 billion in Marvell Technology and expanded their partnership to integrate Marvell’s custom AI chips and networking with Nvidia systems. Marvell shares jumped 7% and Nvidia rose 2.7% after the announcement. The deal includes collaboration on custom processors and silicon photonics for faster, lower-power data transfer. Major tech firms are expected to spend at least $630 billion on AI infrastructure this year.
1 April 2026
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NVIDIA Corporation Puts $2 Billion Into Marvell as AI Chip Race Turns to Custom Designs

NVIDIA Corporation Puts $2 Billion Into Marvell as AI Chip Race Turns to Custom Designs

Nvidia invested $2 billion in Marvell Technology and expanded a partnership to integrate Marvell’s custom AI chips and networking with Nvidia systems. Nvidia shares rose 5.6%, Marvell jumped 12.8%. Marvell will supply processors compatible with Nvidia’s NVLink Fusion and collaborate on silicon photonics. The agreement follows a period of volatility for Nvidia’s stock and rising competition in AI chips.
31 March 2026
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Wall Street Rebounds, but VIX Warning Still Flashes on Iran Relief Hopes

Wall Street Rebounds, but VIX Warning Still Flashes on Iran Relief Hopes

Nvidia invested $2 billion in Marvell Technology and expanded their AI chip partnership, sending Marvell shares up over 12% and Nvidia up 5.5% Tuesday afternoon. Marvell’s custom AI chips and networking gear will integrate with Nvidia’s NVLink Fusion platform. The companies will also collaborate on silicon photonics and AI-RAN for next-generation networks. Marvell traded at $99.06 and Nvidia at $174.23 by 12:55 p.m. PDT.
31 March 2026
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US Stock Market Today: Wall Street Rallies, Nasdaq Jumps, but S&P 500 Still Faces Worst Quarter Since 2022

US Stock Market Today: Wall Street Rallies, Nasdaq Jumps, but S&P 500 Still Faces Worst Quarter Since 2022

Wall Street’s main indexes climbed Tuesday after a report that President Trump may end the U.S. military campaign against Iran even if the Strait of Hormuz remains mostly closed. The Dow rose 1.2%, the S&P 500 gained 1.5%, and the Nasdaq jumped 2.0% by early afternoon. Brent crude hovered near $119 a barrel after a tanker was hit off Dubai. U.S. job openings and hiring both fell to their lowest since March 2020.
31 March 2026
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Dow, S&P 500, Nasdaq Rebound as Trump Signals Flexibility on Strait of Hormuz, but Oil Risk Lingers

Dow, S&P 500, Nasdaq Rebound as Trump Signals Flexibility on Strait of Hormuz, but Oil Risk Lingers

U.S. stocks surged Tuesday after reports President Trump was open to ending military action against Iran even if the Strait of Hormuz stayed closed. The Dow jumped 555 points by midmorning, while the S&P 500 and Nasdaq also rallied. Oil prices remained volatile, with Brent near $107 a barrel. The S&P 500 and Dow, however, were still set for their steepest monthly losses since 2022.
31 March 2026
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Marvell Stock Back in Focus After Nvidia’s $2 Billion Bet on AI Networking

Marvell Stock Back in Focus After Nvidia’s $2 Billion Bet on AI Networking

Nvidia invested $2 billion in Marvell Technology and expanded their AI infrastructure partnership, sending Marvell shares higher in premarket trading Tuesday. Marvell projects fiscal 2027 revenue near $11 billion after reporting record 2026 sales and a 21% jump in fourth-quarter data-center revenue. The deal focuses on custom AI chips and high-speed networking. Broadcom is also targeting this market.
31 March 2026
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Broadcom vs Oracle vs Marvell: Fresh AI Stock Calls Put Custom Chips in Focus

Broadcom vs Oracle vs Marvell: Fresh AI Stock Calls Put Custom Chips in Focus

Broadcom was favored over Oracle and Marvell in Monday investment commentary, citing its AI chip growth and scale. Broadcom reported first-quarter AI revenue up 106% to $8.4 billion and forecast $10.7 billion for the current quarter. Oracle was noted for strong multicloud database growth, while Marvell was described as riskier with higher potential upside. Supply constraints and customer concentration remain key risks.
30 March 2026
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Coherent Corp Stock Jumps Again as S&P 500 Entry Extends Nvidia-Backed AI Optics Rally

Coherent Corp Stock Jumps Again as S&P 500 Entry Extends Nvidia-Backed AI Optics Rally

Coherent Corp shares climbed nearly 6% Tuesday after the company said it will join the S&P 500 on March 23, following Nvidia’s $2 billion investment. The stock traded at $267.79 by late morning in New York. Coherent also launched new 980-nanometer micro-pump lasers ahead of the OFC telecom conference. Fiscal Q2 revenue rose 17% to $1.69 billion, with third-quarter guidance set at $1.70–$1.84 billion.
10 March 2026
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Marvell Technology Stock Rises as Bigger AI Revenue Bet Draws Wall Street Backing

Marvell Technology Stock Rises as Bigger AI Revenue Bet Draws Wall Street Backing

Marvell Technology shares rose 0.5% to $93.11 Tuesday after the company projected fiscal 2028 revenue near $15 billion and said AI infrastructure demand from Alphabet, Meta, Microsoft, and Amazon could top $630 billion this year. The stock’s gain followed an 18.4% surge Friday after Marvell raised its long-term outlook. Marvell plans to debut new 1.6-terabit optical products at OFC 2026 in Los Angeles next week.
10 March 2026
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Meta Stock Week Ahead: Why CPI, EU Pressure and AI Costs Could Drive the Next Move

Meta Stock Week Ahead: Why CPI, EU Pressure and AI Costs Could Drive the Next Move

Meta Platforms shares closed at $644.86 Friday, down 2.4%, after agreeing to allow rival AI chatbots on WhatsApp in Europe for a year amid ongoing EU antitrust scrutiny. The company faces rising costs, with 2026 capital spending projected up to $135 billion. Meta has secured major AI chip deals with AMD and Google. Regulatory pressures increased as Indonesia and an Indian state moved to restrict social media for minors.
7 March 2026
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Microsoft Stock Price Week Ahead: Can MSFT Hold Near $409 as AI Demand Faces a CPI Test?

Microsoft Stock Price Week Ahead: Can MSFT Hold Near $409 as AI Demand Faces a CPI Test?

Microsoft shares closed at $408.96 Friday, down 0.4%, as the Nasdaq dropped 1.59% after a weak February jobs report. The company signed an 18-month AI partnership with Codelco on March 5. Investors are watching for Wednesday’s U.S. inflation data after recent signals of strong AI demand from Broadcom and Marvell.
7 March 2026
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U.S. Stock Market Today: Wall Street Beats Global Peers as Iran War Sends Oil Prices Higher

U.S. Stock Market Today: Wall Street Beats Global Peers as Iran War Sends Oil Prices Higher

U.S. stock index futures fell Friday as the war with Iran drove oil prices higher and cut rate-cut expectations. The Dow dropped 784.67 points Thursday, while Brent crude rose nearly 22% for the week. U.S. equity funds saw $21.92 billion in outflows, the biggest since January. Europe’s STOXX 600 was down nearly 5% for the week, its worst in almost a year.
6 March 2026
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Marvell Technology, Inc Eyes Nearly $15 Billion Revenue as AI Demand Lifts Shares

Marvell Technology, Inc Eyes Nearly $15 Billion Revenue as AI Demand Lifts Shares

Marvell Technology forecast revenue could reach $15 billion by fiscal 2028, surpassing Wall Street estimates. Shares jumped 15% after the company projected first-quarter revenue above expectations and reported a 22% year-over-year increase for the January quarter. Data-center revenue rose 21% to $1.651 billion, making up 74% of total sales. Marvell expects revenue to near $11 billion in fiscal 2027.
6 March 2026
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Marvell Technology targets AI data-center bottlenecks with new 1.6T “pluggable” optics

Marvell Technology targets AI data-center bottlenecks with new 1.6T “pluggable” optics

Marvell Technology unveiled a 1.6-terabit pluggable optical module and 2-nanometer coherent chips with built-in security, targeting AI-focused cloud data centers. The company will debut the products at OFC 2026 in March and expects sampling to start in the second half of the year. Marvell shares fell 2.5% to $76.12 Thursday morning. Investors await the company’s earnings call later today.
5 March 2026
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Stock Market Today

  • Ralph Lauren Q1 CY2026 Earnings Beat Estimates, Shares Surge
    May 21, 2026, 9:45 AM EDT. Ralph Lauren (NYSE:RL) reported Q1 CY2026 revenue of $1.98 billion, surpassing analyst estimates by 7%, with a 16.6% year-on-year increase. Adjusted earnings per share (EPS) stood at $2.80, beating forecasts by 10.1%. Operating margin remained stable at 9.5%, while free cash flow margin improved to 4.7% from 2.5% a year prior. Despite recent growth slowing to 10.6% annualized over two years compared to a five-year 13% CAGR, sales in constant currency rose 12.1%. Analysts anticipate a 4.1% revenue rise for the next 12 months, signalling a potential slowdown amid shifting consumer preferences in the discretionary sector. Market capitalization is $19.93 billion. Ralph Lauren's mixed outlook prompts caution despite strong initial results.

Latest articles

Stellantis Launches $70 Billion Overhaul With Focus on Jeep, Ram, China

Stellantis Launches $70 Billion Overhaul With Focus on Jeep, Ram, China

21 May 2026
Stellantis announced a €60 billion, five-year plan Thursday, focusing investment on Jeep, Ram, Peugeot, Fiat, and its commercial vehicles. Shares dropped over 5% in early European trading after the announcement. The company aims to launch over 60 new vehicles by 2030 and cut development cycles to 24 months. CEO Antonio Filosa is targeting 25% North American revenue growth and €6 billion in annual cost reductions.
Nike stock climbs but analysts hold back on turnaround calls

Nike stock climbs but analysts hold back on turnaround calls

21 May 2026
Nike shares climbed 3.4% to $44.07 Wednesday as falling oil prices and lower U.S. Treasury yields boosted consumer stocks. Nike reported flat quarterly revenue at $11.3 billion, with direct-to-consumer sales down 4% and net income down 35%. The company plans to launch a Google Gemini-powered shopping feature in June. Nike’s global footwear market share slipped to 22.9% in 2025, while Adidas gained, Reuters said.
Infleqtion shares react to $100 million quantum funding news in Washington

Infleqtion shares react to $100 million quantum funding news in Washington

21 May 2026
Infleqtion shares rose 5.1% premarket Thursday after the U.S. Commerce Department signed a preliminary $100 million funding letter for its neutral-atom quantum computing project, which would also give the government stock in the company. The proposed award, not yet final, is contingent on milestones and approvals. INFQ last traded at $11.18 before the New York open. D-Wave and Rigetti also saw premarket gains.
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