Better Buy After the Semiconductor Sell-Off: Marvell or Broadcom?

Both of these chip designers sit at the center of the custom AI build-out, and both took a hit last week. But one looks like the better buy at today's prices.

Broadcom stock closes at a record. It’s getting a double boost from Google and Marvell.

Google’s plan to raise $80 billion bodes well for the AI chip maker.

Gary Black Says Broadcom, Marvell Are 'Big Winners' As Focus Shifts To Custom AI Chips As Nvidia CEO Jensen Huang Touts 'Next Trillion-Dollar Company'

Wall Street's AI trade may be expanding beyond graphics processors, with investor Gary Black arguing that custom chipmakers Broadcom, Inc. (NASDAQ:AVGO) and Marvell Technology (NASDAQ:MRVL) are emerging as some of the biggest beneficiaries of rising demand for specialized AI infrastructure.

Nvidia’s CEO Sees Marvell Becoming the Next $1 Trillion Company. Shares Gained Another 5% Today.

It’s not every day the most influential CEO in artificial intelligence publicly anoints another semiconductor company as the next trillion-dollar stock. That is what happened when NVIDIA’s Jensen Huang praised Marvell Technology (NASDAQ:MRVL) onstage at the Computex AI Exhibition in Taiwan.

The Road To A Trillion Dollars Is Long, But Marvell Is Keeping Pace

Jensen Huang's endorsement of Marvell Technology at Computex 2026 on June 1 gave investors a sharp reminder that the AI infrastructure trade extends well beyond Nvidia itself. Huang called Marvell Technology a potential “next trillion-dollar company” during an onstage appearance with Marvell CEO Matthew Murphy in Taipei.
Seeking Alpha

Given The Nvidia Tax, Broadcom And Marvell Offer A Powerful 1-2 AI Punch

Broadcom and Marvell are positioned as high-upside buys amid AI chip diversification and pushback against Nvidia's dominance. AVGO offers diversification but this reduces AI exposure, while MRVL provides higher upside but comes with greater risk.
AOL

Marvell Technology vs. Broadcom: Which Custom AI Chip Stock Has More Upside?

Graphics processing units (GPUs) have been the go-to chips for hyperscalers and artificial intelligence (AI) companies in the past three and a half years. That's not surprising, as GPUs pack massive parallel computing power, making them ideal for carrying ...

Here's Why AMD Can Become a $1 Trillion Company by the End of the Year

AMD will reach a $1 trillion market cap sooner than the recently touted Marvell Technology.

Marvell Shares Jump After Chipmaker Wins Spot in S&P 500

Marvell Technology shares climbed more ⁠than ⁠7% in premarket trading on ⁠Monday after the chipmaker was set to join the benchmark ​S&P 500 at the end of June, in the latest boost to a stock ‌that has surged recently.

Broadcom's sales and AI chip forecast comes in below expectations, shares tumble

(Corrects typo in headline) By Anhata Rooprai, Zaheer Kachwala and Stephen Nellis June 3 (Reuters) - Chipmaker Broadcom missed Wall Street expectations for second-quarter revenue on Wednesday and its top executive left a previous 2027 sales forecast unchanged,