Marvell Technology (MRVL) Stock News Today: AI Photonics Deal, Analyst Forecasts, and What Investors Are Watching on Dec. 12, 2025
Marvell Technology shares traded around $89 Friday amid volatility driven by concerns that Amazon AWS and Microsoft could shift custom silicon contracts to competitors. The company reported record quarterly revenue and announced an AI-focused acquisition, but institutional investors, including Axa S.A., reduced stakes. Analysts remain split on long-term prospects, with options activity elevated after sharp swings earlier in the week.