Marvell

Marvell stock closed up 18.35% on Friday after the company reported Q4 revenue up 22% YoY to $2.2B and issued strong guidance citing growing AI demand

Marvell stock jumps 20%+ after the chip company reported Q4 revenue up 22% YoY to $2.2B and issued strong guidance citing growing AI demand

Marvell shares ripped 20% higher on Friday as the company posted an earnings beat and issued strong guidance, expecting robust artificial intelligence demand to continue.

Source: Microsoft is in talks to design future custom chips with Broadcom, which would involve Microsoft switching its business from Marvell

Abram Brown / The Information :

Source: Microsoft is in talks to design future custom chips with Broadcom, which would involve Microsoft switching its business from Marvell

Microsoft is in talks to design future custom chips with Broadcom, which would involve Microsoft switching its business from Marvell …

Marvell says it will acquire Celestial AI for $3.25B+ in cash and stock, set to close in Q1 2026; the price can rise to $5.5B if Celestial hits revenue targets

Semiconductor company Marvell on Tuesday announced that it will acquire Celestial AI for at least $3.25 billion in cash and stock.

Sources: Marvell is in advanced talks to acquire chip startup Celestial AI in a cash-and-stock deal that could top $5B; Celestial was valued at $2.5B in March

The Information :

Sources: SoftBank explored a potential takeover of Marvell earlier in 2025 to merge it with Arm, in what would have been the chip industry's largest-ever deal

Bloomberg :

Marvell reports Q2 revenue up 58% YoY to $2.01B, in line with estimates, and forecasts Q3 revenue at $2.06B, below $2.11B est.; MRVL drops 15%+

Mike Wheatley / SiliconANGLE :

Marvell reports Q1 revenue up 63% YoY to $1.9B, vs. $1.88B est., data center revenue up 76% YoY to $1.44B, and forecasts Q2 revenue above est. on AI chip demand

Priyanka G / Reuters :

Infineon agrees to acquire Marvell's Automotive Ethernet business, expected to generate $225M to $250M in 2025 revenue, for ~$2.5B in cash, set to close in 2025

Vallari Srivastava / Reuters :