Today: 15 June 2026
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NASDAQ:MRVL 8 May 2026 - 1 June 2026

Marvell Shares Face Monday Test After AI-Driven Climb

Marvell Shares Face Monday Test After AI-Driven Climb

Marvell shares closed Friday at $205.00, up 4.4% for the week after record Q1 sales of $2.418 billion and a raised AI-led revenue forecast. Data-center revenue jumped 27% to $1.833 billion. Marvell now sees fiscal 2028 revenue at $16.5 billion and custom silicon topping $10 billion in 2029. Risks flagged include customer concentration and supply-chain issues. Broadcom earnings and the U.S. jobs report loom this week.
1 June 2026
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Marvell up after $10B custom-chip goal gives AI story a boost

Marvell up after $10B custom-chip goal gives AI story a boost

Marvell Technology shares rose 2.4% to $203.50 Thursday after the company projected annual custom-chip revenue above $10 billion by fiscal 2029. First-quarter revenue jumped 28% to $2.418 billion, with data center sales making up 76% of the total. Marvell’s GAAP net income fell to $34.5 million. The company reported strong AI-related bookings and expects $1 billion in prepayments this year to secure supply.
28 May 2026
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Dow Jones Falls as Bond Yields Signal Trouble for Bulls

Dow Jones Closes at Record as Oil Sinks; AI Stocks Pause

The Dow Jones Industrial Average closed at a record 50,650.76, up 189.08 points, driven by gains in healthcare and consumer stocks as tech shares slipped. Oil prices fell sharply, with Brent crude down 4.6% to $92.25 a barrel. Airlines and cruise lines rose on lower fuel costs. The S&P 500 and Nasdaq posted only slight gains, while chip stocks retreated.
27 May 2026
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Dow Hits Record Close As Wall Street’s AI Rally Loses Its Easy Money Feel

Dow Hits Record Close As Wall Street’s AI Rally Loses Its Easy Money Feel

The Dow Jones closed at a record 50,650.76, up 0.37%, as healthcare and consumer stocks gained. The S&P 500 and Nasdaq ended nearly flat after Tuesday’s AI-driven surge. Chipmakers including Nvidia and Intel fell, while energy stocks dropped with Brent crude down 4.6%. Investors await Thursday’s U.S. inflation data for signals on rates.
27 May 2026
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Marvell Rises Ahead of Results as AI Hype Moves Shares

Marvell Rises Ahead of Results as AI Hype Moves Shares

Marvell Technology shares jumped 6.08% to $208.26 on Tuesday before its fiscal Q1 2027 earnings release set for May 27. HSBC, Susquehanna, and Citi all raised their price targets, citing strong demand for Marvell’s AI-related chips and data-center products. Marvell reported $6.10 billion in data-center revenue for fiscal 2026, up from 40% to 74% of total revenue in two years. CEO Matt Murphy will keynote at COMPUTEX next week.
27 May 2026
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Dow Jones Today: Blue Chips Miss Tech Slide After Hours

Dow Falls as AI Stocks Rally After the Bell

The Dow Jones Industrial Average fell 173.90 points to 50,405.80 Tuesday, while the S&P 500 rose 0.57% and the Nasdaq gained 1.05% as AI chip stocks surged. Micron briefly hit a $1 trillion valuation after UBS raised its price target, and the Philadelphia semiconductor index jumped 5%. Oil prices dropped, with U.S. crude closing at $93.89. The 10-year Treasury yield slipped to about 4.5%.
26 May 2026
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Why POET Technologies Stock Jumped After a $50 Million Lumilens AI Optics Order

POET Technologies’ $400 Million Question: Why the Stock Is Falling While Chip Shares Rally

POET Technologies shares dropped 7.7% to $13.46 Tuesday, underperforming chip stocks after a $400 million stock-and-warrant sale added 19 million shares. Trading volume neared 35 million. The company reported $503,389 in Q1 revenue and a $12.3 million net loss. A major order from Marvell was canceled in April, while a new deal with Lumilens could reach $500 million if milestones are met.
26 May 2026
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Marvell jumps before earnings with AI trade pointing at $200

Marvell jumps before earnings with AI trade pointing at $200

Marvell Technology traded at $206.75 in premarket Tuesday, up 5.3% from Friday’s close, ahead of its fiscal first-quarter results due after the close Wednesday. Options markets are pricing in a move of up to 12% after earnings. Analysts expect Q1 revenue near $2.41 billion and adjusted EPS of 80 cents, almost 30% higher than last year. Stifel raised its price target to $210, citing strength in optical interconnects.
26 May 2026
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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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Stock Market Today

  • Chip-Stock Rally Surges Amid Geopolitical Developments
    June 15, 2026, 1:12 PM EDT. Chip stocks are rallying sharply driven by two major geopolitical events. Improved Iran peace prospects have boosted investor appetite for riskier assets, lifting the semiconductor sector. Additionally, a legal dispute between AI firm Anthropic and the U.S. government may accelerate expansion in artificial intelligence infrastructure, potentially benefiting chipmakers supplying AI hardware. These developments have combined to reignite enthusiasm for chip stocks after a period of volatility, highlighting the sector's sensitivity to global political dynamics and technology policy shifts.

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SMH Hits Another High as AI Chip Stocks Rally Beyond Nvidia

SMH Hits Another High as AI Chip Stocks Rally Beyond Nvidia

15 June 2026
SMH soared 4.2% to $646.27 midday Monday, extending its record run as investors piled back into AI-linked chip stocks after last week’s pullback; Lam Research, Marvell, Arm, ASML, and Kulicke & Soffa all advanced, driven by strong AI demand and recent upbeat results, but expectations remain high after SMH’s 72% year-to-date surge.
Rocket Lab, Firefly rebound after KeyBanc dismisses SpaceX IPO pullback

Rocket Lab, Firefly rebound after KeyBanc dismisses SpaceX IPO pullback

15 June 2026
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Boeing Shares Dip After Report of Air India 737 Delivery Delay

Funds Buy Into Boeing, Filings Point to Millions in BA Purchases

15 June 2026
Venture Visionary Partners boosted its Boeing stake by 37.9% in Q4, joining Clear Street Group and Great Lakes Advisors in raising positions as institutional ownership hit 64.82%; Boeing shares rose $10.12 to $229.17 Monday as investors weighed delivery recovery against ongoing production and cash-flow risks, with recent filings highlighting increased institutional exposure after a volatile period.
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