Marvell Technology's stock fell 7% amid concerns over a slowdown in AI infrastructure spending and an expected Federal Reserve rate increase. This decline led a broader sell-off in semiconductor stocks, with Broadcom down 4% and NVIDIA retreating 3%. The market is reacting to both the debate on AI growth pace and the impact of higher interest rates, which reduce the value of future earnings, particularly affecting high-growth chip companies like Marvell. Investors are watching if Marvell can hold its lows through the Fed's decision later this week, signaling caution around high-multiple chip stocks.
Marvell Technology shares are down 5.69% at USD 222.67 on Pluang as of Sep 15, 2026 00:03 WIB, reflecting ongoing pressure on AI-related chip stocks. Broadcom also trades lower by 4.14% at USD 346.99, while Nvidia is down 2.74% at USD 212.19. These moves coincide with the broader market's cautious stance ahead of the Federal Reserve's upcoming rate decision this week.
Marvell Technology reported strong AI growth and a $120 billion partnership with Google, but faces margin pressure from Taiwanese competitors like MediaTek and Alchip targeting the same hyperscaler contracts. Despite raising its fiscal 2028 revenue o...
Arm Holdings has introduced ready-made chip blueprints and a finished AGI CPU that offer hyperscalers a shortcut, potentially reducing demand for Marvell's custom chip designs. Arm's AGI CPU demand exceeds $2 billion, though supply constraints limit ...
Shares of major chipmakers like Marvell, AMD, and Intel dropped sharply after Lam Research, a chip equipment supplier, warned of ongoing supply chain constraints that could limit semiconductor production into 2027. This supply squeeze is hitting comp...
Credo Technology's stock has dropped 23.39% over three months despite delivering a strong quarter with 114.7% revenue growth and beating earnings estimates. The selloff followed concerns over margin contraction and customer concentration after a majo...
The AI investment trend is moving beyond GPU makers to focus on custom silicon, optical connectivity, and edge devices, benefiting chipmakers Marvell, Intel, and Qualcomm. Marvell, with strong data center revenue growth and custom silicon deals, coul...
