Applied Materials vs. Marvell Technology: Which Tech Stock Is a Better Buy in 2026?

Applied Materials and Marvell Technology are compared as semiconductor investment options for 2026. Applied Materials, a chipmaking equipment manufacturer, shows steady 4.4% revenue growth with a conservative P/E of 35.4 and strong financial metrics. Marvell Technology, focused on AI data center solutions, demonstrates explosive 42.1% growth but trades at a premium P/E of 55.9 with high customer concentration. The author recommends Applied Materials as the less risky choice, citing concerns about Marvell's heavy exposure to AI spending sustainability and intense competition from tech giants.

09/17/2026, 7:15 AM • The Motley Fool

Why Marvell Stock Rallied Today

Marvell Technology stock surged up to 5.4% following reports of a potential deal between SK Hynix and Intel to manufacture memory chips in the U.S. for the first time. As a partner of SK Hynix working on data transfer acceleration, Marvell benefits from any steps to ease the memory chip shortage bottleneck in AI. While Marvell trades at a premium valuation of 34x next year's earnings, its record revenue and accelerating growth support the positive momentum.

09/16/2026, 12:12 PM • The Motley Fool

Why Direxion Daily Semiconductor Bull 3X ETF Dropped Today

The Direxion Daily Semiconductor Bull 3X ETF (SOXL) dropped 14.91% after tech leaders Elon Musk, Dario Amodei, and Sam Altman called for a coordinated slowdown in AI development over the weekend. The decline was driven by losses in its top semiconductor holdings, with Micron down 5.1%, AMD down 4.26%, and Nvidia down 2.74%. The author suggests the decline may be temporary as investors reassess whether the AI slowdown will actually be implemented.

09/14/2026, 1:20 PM • The Motley Fool

Stock Market Midday, Sept. 14: Tech Stocks Slide on Dire AI Warnings, Micron Drops 5%

Tech stocks declined midday on September 14, 2026, as AI industry leaders including Anthropic CEO Dario Amodei and OpenAI CEO Sam Altman warned about risks of rapid AI development and called for slower growth. The S&P 500 fell 0.44%, Nasdaq dropped 0.44%, and the Dow declined 0.36%. Micron Technology tumbled 5% on AI development concerns, while cybersecurity stocks like CrowdStrike surged 15%. Meta Platforms climbed after Goldman Sachs maintained a Buy rating on its Muse AI agent.

09/14/2026, 12:24 PM • The Motley Fool

Arm vs. Credo Technology Group: Which Semiconductor Stock Is a Better Buy in 2026?

The article compares Arm Holdings and Credo Technology Group as semiconductor investment options in 2026. Arm provides chip architecture blueprints with a strong royalty-based business model and 93.88% gross margins, while Credo offers high-speed connectivity solutions with explosive 205.7% revenue growth and 35.4% net margins. The author recommends Credo despite its customer concentration risk, citing its impressive triple-digit growth trajectory and essential role in AI data center infrastructure.

09/11/2026, 2:35 PM • The Motley Fool

Broadcom vs. Marvell: Which Custom AI Chip Stock Is the Better Buy?

Broadcom and Marvell are leading players in the custom AI chip market, with Broadcom expected to control 60% market share by 2027 versus Marvell's 20-25%. Broadcom demonstrates significantly faster growth with AI chip revenue projected to reach $230 billion by fiscal 2028 and EPS exceeding $30, compared to Marvell's more modest 45-50% annual growth guidance. Despite Marvell's 163% stock gain in 2026, Broadcom's cheaper valuation combined with superior growth trajectory makes it the more attractive investment opportunity.

09/08/2026, 2:11 PM • The Motley Fool

Nvidia Is Near Its High While Its Biggest Chip Peers Sit 18% to 32% Below Theirs. These Are the Chip Stocks to Buy.

While Nvidia trades near its 52-week high with modest 2.6% discount, its AI chip competitors AMD, Micron, Broadcom, and Marvell trade 18-32% below their highs despite benefiting from the same wave of data center spending. The article argues these deeper discounts present better buying opportunities, particularly for Broadcom and Marvell, which recently raised growth outlooks despite market pessimism.

09/06/2026, 1:14 PM • The Motley Fool

Jensen Huang Said This Word Exactly 1 Time During Nvidia's Earnings Call, and That Was Enough to Put Artificial Intelligence (AI) Bubble Fears to Rest

Nvidia CEO Jensen Huang's single use of the word 'visibility' during earnings signals the company's unprecedented insight into AI infrastructure demand across land, power, and supply chains. With top hyperscalers expected to spend $800 billion on capex in 2026 and $1.3 trillion in 2027, Nvidia's 70% revenue growth guidance and strategic equity stakes in networking and optical companies position it as the architect of AI factories rather than just a chip vendor, suggesting secular demand rather than a bubble.

09/04/2026, 4:08 PM • The Motley Fool

Why Marvell Stock Rallied Today

Marvell Technology stock surged 6% following Nvidia's $12.9 billion acquisition of Hugging Face, an open-source AI model development platform. The deal is seen as positive for the broader AI industry and benefits Marvell, which is already a strategic partner with Nvidia in silicon photonics and AI infrastructure development.

09/04/2026, 1:01 PM • The Motley Fool

Is Marvell Technology a Millionaire-Maker Stock?

Marvell Technology has delivered extraordinary returns (180% this year, 230% over 12 months) driven by its AI infrastructure business, but the article argues it is unlikely to be a millionaire-maker stock from current levels. With 79% of revenue from data centers and strong custom silicon growth targets, Marvell has solid fundamentals. However, high expectations are already priced in, it faces intense competition from Broadcom and others, and customer concentration creates volatility risk. The stock is recommended as a quality satellite position rather than a wealth-building core holding.

09/04/2026, 7:33 AM • The Motley Fool

Broadcom Earnings: AI Chip Sales Tripled. Here’s the $34.8 Billion Number Investors Need to Watch.

Broadcom reported Q3 2026 revenue of $29.6 billion and adjusted EPS of $3.32, both beating Wall Street expectations, with AI chip sales more than tripling to $16.7 billion (up 221% YoY). However, the company's Q4 guidance of $34.8 billion fell slightly short of the $35.03 billion analyst consensus, causing investor concern despite the exceptional growth. The stock trades at a steep valuation with little room for error if AI-driven growth decelerates.

09/02/2026, 7:01 PM • The Motley Fool

Why Is Marvell Stock Falling, and is it a Generational Buying Opportunity?

Marvell Technology reported strong quarterly financial results with stellar AI bookings, but the stock fell approximately 10% due to softer fiscal 2028 guidance and timing concerns around a Google contract. Despite excellent earnings, investor concerns about future growth guidance overshadowed the positive current performance.

08/31/2026, 8:18 PM • The Motley Fool

There Are 16 Billion Reasons to Pay Attention to Broadcom Earnings on Sept. 2

Broadcom is set to report Q3 earnings on Sept. 2 with management guidance projecting $16 billion in AI semiconductor revenue with over 200% year-over-year growth. While the company has shown strong momentum with Q2 revenue up 48% and AI chip revenue up 143%, investor concerns persist over Alphabet's expanded partnership with Marvell Technology for custom AI chips. Broadcom's stock performance has lagged the S&P 500 this year, but hitting the $16 billion target could ease concerns and present a buying opportunity.

08/31/2026, 1:03 PM • The Motley Fool

Is Marvell Stock a Buy on the Dip as AI Revenue Soars?

Marvell Technology stock declined 10% despite reporting strong fiscal Q2 earnings with 37% revenue growth to $2.74B and 40% EPS growth to $0.94, driven by 46% year-over-year data center revenue growth. The company raised full-year guidance and announced a major partnership with Alphabet for custom chips starting in fiscal 2029. While the stock has surged 150% YTD and now trades at a forward P/E of 34x, the analyst suggests waiting for further pullbacks before buying.

08/31/2026, 12:30 AM • The Motley Fool

Marvell's AI Bookings Are Stellar. But Its Gross Margin Guide Is What Moved the Stock.

Marvell Technology reported record Q2 fiscal 2027 revenue of $2.739 billion (up 37% YoY) and raised full-year guidance, but the stock fell 8% after-hours due to declining gross margins. Non-GAAP gross margin decreased from 59.4% a year ago to 58.9%, with Q3 guidance at 57.5-58.5%, driven by a growing custom AI chip business with lower margins that now represents a significant portion of revenue.

08/28/2026, 9:31 PM • The Motley Fool