Marvell Technology, Inc. - Common Stock (MRVL)

Broadcom and Marvell are at the center of the AI networking boom, with their high-performance solutions in demand for hyperscalers' data centers.

NVIDIA Corp (NASDAQ: NVDA) shares have fallen 19.6% year to date, pressured by ongoing concerns about AI spending, trade restrictions and broader market weakness. The stock, which was one of the best-performing names in 2024, has struggled in 2025 as investors reassess growth expectations and adjust to an increasingly uncertain economic environment.

The S&P 500 has recorded its largest quarterly underperformance against global markets in 37 years.

Semiconductors are the core infrastructure powering the Information Age. Still, they’re subject to swings in the broader economy because customers often stockpile chips ahead of demand, and investors seem to believe that inventory levels are correcting - over the past six months, the industry has shed 21.3%. This drawdown was significantly worse than the S&P 500’s 4% fall.

Wrapping up Q4 earnings, we look at the numbers and key takeaways for the semiconductor manufacturing stocks, including Amtech (NASDAQ:ASYS) and its peers.

From chip designers to chip makers, the semiconductor industry was buzzing last week.

You'll find a lot of big AI stocks at the top of the S&P 500, but this custom silicon creator is notably absent.

Marvell announced collaboration with TeraHop to demonstrate end-to-end PCIe Gen 6 over optics at OFC 2025, enabling low-latency AI infrastructure.

Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Entegris (NASDAQ:ENTG) and the best and worst performers in the semiconductor manufacturing industry.

Shares of networking chips designer Marvell Technology (NASDAQ: MRVL) fell 7.9% in the afternoon session after stocks pulled back (Nasdaq -1.5%, S&P 500 -1.2%) amid fresh concerns about trade tariffs. The pullback followed comments from President Trump clarifying the scope of his administration's 25% tariffs on Venezuela. He noted that it would apply to any country that does business with Venezuela. For example, 25% is on top of the already-in-place 20% tariff on China because China imports oil from Venezuela, which could translate to a 45% tariff on some Chinese goods. This announcement could significantly raise the operating costs for affected companies and institutions. 

These three semiconductor stocks have massive upside potential. Watch now to learn the strategy and start investing smarter!

U.S. trade curbs are a major overhang on AI chip stocks, including Nvidia. Industry officials are lobbying the White House for changes.

A Raymond James analyst upgraded Lumentum stock and Coherent on views that Nvidia's co-packaged optics technology is not a big threat.