Micron, Marvell, Arm, and Intel stocks have surged well above their 200-day moving averages, signaling strong momentum in the chip sector. Marvell trades about 250% above its 200-day average, Micron 160%, Arm 130%, and Intel 113%, while the semiconductor ETF SOXX is 65% above its average. Despite these rallies, only Micron trades at a relatively low forward price-to-earnings ratio of about 9.8, making it appear cheaper compared to Marvell, Arm, and Intel, which have much higher valuations. This suggests that while all four stocks are technically overextended, Micron may carry less risk if the momentum fades.
Marvell Technology reported a strong Q2 with revenue up 37% year-over-year and slight beats on revenue and earnings per share. The data center segment grew 46% YoY, driven by demand for AI and custom ASICs, with management forecasting over 60% growth...
Marvell Technology reported a 37% revenue increase in Q2, beating estimates but growing slower than AI chip leaders like Nvidia and Broadcom. Despite management's optimistic guidance for 50% revenue growth in Q3, Marvell's stock valuation remains hig...
In 2026, the VanEck Semiconductor ETF (SMH) returned an impressive 87.86%, largely driven by heavy holdings in NVIDIA and Taiwan Semiconductor. However, three other semiconductor ETFs—Invesco Semiconductors ETF (PSI), Xtrackers Semiconductor Select E...
Marvell Technology reported a 37% year-over-year revenue increase to $2.7 billion in Q2 2026, surpassing analyst expectations. The company’s data center segment saw a 46% revenue rise to $2.2 billion, fueling overall growth. Adjusted earnings per sha...
Marvell Technology is set to report its Q3 earnings on August 27, 2026, with analysts forecasting earnings per share of $0.93 and revenue of $2.72 billion, reflecting a 35% year-over-year increase. This growth is fueled by strong demand in the AI chi...
