Broadcom & Marvell Technology
21 shared events · Importance 5 · Last updated Aug 21, 2026
Live sentiment trends, interaction importance charts, and action volume tracking available on the
Ergen Dashboard
Business
Broadcom: Broadcom reported record AI semiconductor revenue and guided strong Q3 growth, but its stock fell 22% post-earnings due to high expectations. Its dominant position in custom AI ASICs and strong cash flow support a positive outlook.
Marvell Technology: Marvell reported solid data center growth and raised its revenue outlook, with stock surging 39% post-earnings. However, its acquisition-heavy strategy and high valuation (66x P/E) introduce concentration risk.
Jul 01, 2026 · 6 articles
Business
Broadcom: Broadcom, Google's existing custom chip partner, saw its shares fall over 3% as investors worried about potential displacement. However, analysts view this as a growing pie rather than a competitive loss, as Google expands its supplier base.
Marvell Technology: Marvell is the primary beneficiary, receiving a major strategic partnership and potential revenue of $120 billion through fiscal 2033. The warrant issuance and expanded collaboration with Google significantly boost its growth prospects in custom AI chips.
Aug 19, 2026 · 18 articles
Business
Broadcom: Alphabet Inc.'s potential deal with Marvell Technology suggests a move to diversify away from Broadcom, which could impact Broadcom's future business with Alphabet Inc..
Marvell Technology: Marvell Technology's shares jumped significantly due to reports of potential deal talks with Alphabet Inc. to develop AI chips, indicating a positive market outlook for the company.
Apr 20, 2026 · 7 articles
Business
Broadcom: Fell 5.1% in one session; two-day loss of 19% after Q2 report; AI revenue doubled but guidance disappointed.
Marvell Technology: Fell up to 10.7% in a single session; volatile swings.
Apr 20, 2026 · 344 articles
Business
Broadcom: Broadcom>>>'s shares rebounded after a previous disappointing forecast, as investors engaged in bargain hunting following a sector-wide selloff.
Marvell Technology: Marvell Technology>>> saw a significant jump in its stock price as it was set to join the S&P 500>>>, signaling increased investor confidence and market recognition.
May 20, 2026 · 72 articles
International
Broadcom: Broadcom's stock plunged after missing revenue expectations and maintaining its sales forecast, dampening investor sentiment in the AI chip sector and impacting broader equity markets.
Marvell Technology: Marvell Technology's shares were dragged down in premarket trading due to Broadcom's disappointing results, reflecting broader weakness in the semiconductor sector.
Jun 04, 2026 · 21 articles
Business
Broadcom: Broadcom is mentioned as a rival to Marvell Technology in designing custom chips for cloud-computing companies, indicating the competitive landscape.
Marvell Technology: Marvell Technology is set to join the S&P 500 index, which has fueled investor buying and caused its shares to jump. This inclusion is a result of its AI-fueled rally and clearing profitability hurdles.
Jun 05, 2026 · 27 articles
Business
Broadcom: Broadcom dropped 7.9% as chip stocks faced a significant sell-off, impacting its market valuation.
Marvell Technology: Marvell Technology is among the contenders to be added to the benchmark index, potentially benefiting from the rebalancing.
Jun 04, 2026 · 38 articles
Business
Broadcom: Broadcom, a leading AI chipmaker, reported impressive revenue growth, particularly in its AI segment, and is a key player in custom silicon for hyperscalers.
Marvell Technology: Marvell Technology's shares hit a record high after Nvidia CEO Jensen Huang called it the next 'trillion-dollar company'.
May 19, 2026 · 104 articles
unfocused
Broadcom: Broadcom rose significantly due to the AI chip boom, but also experienced slumps on other days, reflecting volatility in the AI sector.
Marvell Technology: Marvell Technology leaped significantly after Nvidia's CEO suggested it could be 'the next trillion-dollar company,' highlighting its potential in the AI sector.
May 19, 2026 · 199 articles
International
Broadcom: Broadcom expands its AI chip partnership with Samsung, securing advanced manufacturing capacity for its custom AI accelerators.
Marvell Technology: Marvell is a chipmaker that Nvidia has invested in, part of the broader AI ecosystem.
Jul 24, 2026 · 129 articles
Business
Broadcom: Broadcom was among the AI-related assets traded, benefiting from data center demand.
Marvell Technology: Marvell Technology was a top AI-related asset, with 2.12% of users and 3.15% of volume.
Jul 28, 2026 · 6 articles
International
Broadcom: Broadcom>>> shares plunged after missing revenue expectations, despite its top executive leaving a sales forecast unchanged.
Marvell Technology: Marvell Technology's shares sank as part of a tech sell-off on Wall Street, influenced by broader market anxieties stemming from the Middle East tensions and AI valuation worries.
Apr 20, 2026 · 607 articles
Business
Broadcom: Broadcom is mentioned as a leader in ASIC technology alongside Marvell Technology, providing context for Marvell Technology's business model.
Marvell Technology: Shares of Marvell Technology>>> surged over 20% after Nvidia>>> CEO Jensen Huang publicly endorsed it as the 'next trillion-dollar company', significantly increasing its market capitalization and investor confidence.
May 20, 2026 · 74 articles
Business
Broadcom: Gained on AI-driven demand for networking chips. Benefited from the broader tech rally.
Marvell Technology: Gained on AI-driven demand for chips.
Jul 14, 2026 · 280 articles
Business
Broadcom: Mentioned as prior employer of Sudeep Bhoja, indicating industry experience.
Marvell Technology: Acquired Inphi, where executives previously worked; relevant as a competitor in interconnect space.
Aug 03, 2026 · 6 articles
International
Broadcom: Broadcom>>> fell in extended trading after reporting its results.
Marvell Technology: Marvell Technology>>> outperformed among chipmakers.
Jun 03, 2026 · 8 articles
Business
Broadcom: Semiconductor company; shares declined in pre-market amid chip selloff.
Marvell Technology: Semiconductor company; shares fell over 2% in pre-market.
Apr 20, 2026 · 247 articles
Business
Broadcom: Broadcom is mentioned as a stock held by The Motley Fool, but has no direct role in this event.
Marvell Technology: Marvell Technology is mentioned as a stock held by The Motley Fool, but has no direct role in this event.
Aug 10, 2026 · 6 articles
ERGEN INTELLIGENCE
Explore this relationship live
Track how Broadcom and Marvell Technology interact across events, view sentiment trends, and discover connected entities.
Open Dashboard