Marvell Stock Drops. What's Hurting the Former AI Chip Favorite. - Barron's
1. MRVL postponed its investor day to 2026 due to market uncertainty. 2. The stock has fallen 45% this year, losing AI investment appeal. 3. Marvell expects first-quarter revenue around $1.875 billion. 4. Analyst maintains Outperform rating despite concerns over custom chip designs. 5. Competitor Alchip won Amazon’s Trainium 3 project, adding market worries.