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One Semiconductor Stock Could Surprise Investors Over the Next 3 Years

247 Wallst

10:30 AM | Monday | Oct 12, 2026

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Marvell Technology has quietly become one of the purest AI infrastructure plays in semiconductors, but the real question is whether its explosive run has already priced in the future or if a case exists for another 79% gain from here.

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10:30 AM | Monday | Oct 12, 2026

One Semiconductor Stock Could Surprise Investors Over the Next 3 Years

247 Wallst

Marvell Technology has quietly become one of the purest AI infrastructure plays in semiconductors, but the real question is whether its explosive run has already priced in the future or if a case exists for another 79% gain from here.

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9:05 AM | Monday | Oct 12, 2026

Marvell Unveils Second-generation Structera X, Industry-first Six-channel CXL 3.2 Memory Expanders for AI Inference

Business Wire

SANTA CLARA, Calif.--(BUSINESS WIRE)--Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today announced the second-generation Marvell Structera X 3406 and Marvell Structera X 3506 CXL memory expanders, designed to help cloud, enterprise and AI infrastructure providers build more efficient, scalable and higher-performance systems for the next era of AI and computing. Designed to address the evolving needs of leading hyperscale datacenters, Structer.

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8:07 AM | Monday | Oct 12, 2026

Aviz Networks Delivers Production-Ready SONiC for the Marvell Ethernet Switching Portfolio

Business Wire

SAN JOSE, Calif.--(BUSINESS WIRE)--Aviz Networks, the networking software stack for building, observing and operating modern networks today announced an expanded collaboration with Marvell to deliver Aviz's full software stack across the Marvell® Ethernet switching portfolio. The collaboration provides customers with a validated, production-ready SONiC-based solution that simplifies deployment and operations while enabling scalable, high-performance networking for AI infrastructure, cloud data.

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8:00 AM | Monday | Oct 12, 2026

The AI Spending Boom Could Be Just Getting Started for This Company

24/7 Wall Street

Marvell has already surged more than 200% this year, yet bulls are pushing price targets well past current levels as a major Investor Day announcement and a fresh analyst upgrade suggest the custom silicon story is accelerating faster than Wall

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6:45 AM | Sunday | Oct 11, 2026

Marvell's Outlook Says Revenue and Earnings Could 10x in 5 Years. Here's Why the Stock's a Bargain Even If It Falls Short.

The Motley Fool

Marvell provided an update to its long-term outlook at its recent investor day. Interconnect and custom XPUs are the biggest growth drivers for the chipmaker.

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11:25 AM | Saturday | Oct 10, 2026

3 Unique ETFs With Strong Momentum for the End of the Year

MarketBeat

Though investors are increasingly turning to exchange-traded funds (ETFs) as evidenced by massive inflows in recent quarters, the fund landscape is so broad that many worthwhile strategies get overlooked. Looking beyond broad-based sector funds is one way investors can expand their horizons—indeed, some of the best performers in the ETF space take unusual approaches.

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10:30 AM | Saturday | Oct 10, 2026

The Next Wave of AI Demand Could Send Broadcom, Marvell, and AMD Soaring

24/7 Wall Street

Broadcom management called Q3 demand simply hot, and Marvell and AMD have already tripled in 2026 alone. The question now is whether three bold price targets for 2027 are ambitious or just the beginning.

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6:22 AM | Saturday | Oct 10, 2026

Data Centers Need Faster Connections. These 6 Optical and Networking Stocks Could Benefit.

Fool - Investing News

As AI processors get progressively more powerful, the equipment that connects them within and between data centers has to keep pace.

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5:51 AM | Saturday | Oct 10, 2026

Marvell: Why I'm Finally Upgrading To Buy (Rating Upgrade)

Seeking Alpha

Marvell Technology is upgraded to 'Buy' as management projects $70–90 billion in revenue by FY2031, far above consensus. MRVL benefits from robust AI-driven demand, especially through interconnect chips and custom XPUs, with Google as a key anchor customer. Management has raised guidance three times in four months, signaling likely outperformance versus analyst expectations in coming quarters.

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11:00 AM | Friday | Oct 9, 2026

Bob Lang on De-Risking at Record Highs; Bulls Flood NVDA, AVGO, MRVL Options

Schwab Network

Bob Lang discusses de-risking as higher oil prices, rates and market complacency threaten the rally. He sees strength in tech and semiconductors, highlighting options activity in Marvell (MRVL), Broadcom (AVGO), Nvidia (NVDA) and Dell Technologies (DELL).

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