Marvell Technology, Inc. (MRVL) news and analysis
Inside the AI hardware stack, from Nvidia's chips to the grid that powers them
An AI data center is seven layers of hardware: GPUs, memory, storage, CPUs, networking, manufacturing, and power. Here's the full map, with the public companies behind each layer and where the bottlenecks actually are.
Jim Cramer's tech calls, like Micron and Intel, are missing far more than everything else
We pulled 23 of Jim Cramer's stock calls from late April through early July and checked the real numbers. His tech picks are down 7.2% on average with just 1 winner out of 10. His other calls are roughly flat, and just under half are green.
SemiAnalysis says Nvidia's Kyber AI rack is delayed to 2028: what it means for NVDA, AMD, and the photonics trade
SemiAnalysis says Nvidia's Kyber NVL144 rack is delayed more than a year to 2028, its backup design was scrapped, and Rubin Ultra was quietly cut in half. NVDA barely moved and AMD jumped instead. Here's what it means for the wider photonics trade, from Coherent and Lumentum to POET Technologies.
Hyperliquid's Sunday tape shows chip and memory stocks bouncing hard
Western Digital, SanDisk and Micron are all up more than 6% from Thursday's close on Hyperliquid's 24/7 stock perpetuals. Here is the Sunday snapshot, and why it is not the same as Sunday night's real reopen.
Micron (MU), Nebius (NBIS) and chip stocks jump on Hyperliquid's weekend tape
Real markets are closed for July 4th, but tech and chip stocks are trading green right now on Hyperliquid's 24/7 stock perpetuals. Micron, Marvell and Nebius lead the bounce, and the S&P 500 and Nasdaq perpetuals are up too. Here is the full read, and why Monday could look nothing like this.
Chips had their third worst day of 2026 and the S&P barely noticed (MU, INTC)
The S&P 500 closed within a whisker of flat on July 1 and the chip trade still had its third worst day of the year. Micron fell 10.5 percent, Intel lost 9 percent, and Meta gained almost 9 percent on the other side. Here is the damage report.
The AI stocks that led and lagged the first half of 2026
The first half of 2026 split the AI trade in two. Memory and chip-supply names like Micron (MU, +304%) and Intel (INTC, +278%) soared, while marquee names lagged and AI software fell, with Palantir (PLTR) down about 34%. Here is the full scoreboard and what it means.
It is not just the chips: optics, memory and the neo-clouds all sold off this morning
The whole AI build-out sold off Monday morning, not just semiconductors. Optical names like Coherent (COHR) led the drop, memory (MU) and the neo-clouds fell hard, and Nebius (NBIS) was the lone holdout. What is going on.
This month's top AI stocks in overnight trading: Marvell leads, Dell a one-night spike
We split a month of AI stock returns into overnight versus intraday. Dell and Marvell led overnight at about 32%, but Dell's came almost entirely from one earnings night, while Marvell's was the real repeating pattern.
The AI stock map: every layer of the trade, from sand to software
A top-to-bottom deep dive on the AI supply chain, from the machines that make the chips down to the hyperscalers writing the checks, and how every layer pushes and pulls on the others.