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, could rise 54% to $350 by 2027. Qualcomm’s growth in automotive chips and data center custom chips supports a 31% gain to $225. Intel’s strong revenue growth and AI-related CPU demand could push its stock up 39% to $125. These targets depend on continued earnings growth and market conditions but highlight shifting AI spending patterns.
Marvell Technology Inc leads with a price of USD 241.19 and a 1-day gain of 1.73% on Pluang as of Oct 20, 2026 22:11 WIB, showing strong investor interest aligned with its growth potential in custom silicon. Intel Corp also sees positive momentum, trading at USD 93.26 with a 1.34% increase, reflecting ongoing demand for AI-related CPUs. Qualcomm, priced at USD 175.26 with a 1.00% rise, contrasts with its lower buy activity on Pluang, indicating mixed investor sentiment despite its automotive chip growth story.
Hedge funds sold technology stocks at the fastest rate in over ten years during the week ending October 15, 2026, with semiconductor stocks taking the biggest hit. This selling was primarily long liquidation, meaning funds sold shares they already ow...
Marvell is set to distribute its final dividend of 2023 on October 29, paying $0.06 per share to shareholders of record as of October 10. This dividend rate has remained steady since the company began paying dividends in 2012, reflecting a modest yie...
Marvell Technology executive Bharathi Sandeep sold 3,685 shares worth about $865,864 amid market pressure on AI chip stocks following warnings from Broadcom's CEO about AI funding. Despite strong AI-related results, Marvell's stock faces valuation co...
Marvell Technology's stock rose 6% after an analyst from GF Securities said a delay in Google's next AI chip won't harm Marvell's long-term role in Google's chip supply chain. Marvell, which supplies custom AI chips and networking products to data ce...
Marvell Technology's stock fell 17% last week following a 169% gain this year, despite strong fundamentals driven by AI networking demand. The company supplies key components enabling AI chip communication and expects data center revenue to grow 75% ...
