Marvell vs MediaTek

Marvell CEO Says Trust Drives 241% Stock Surge

Marvell Technology CEO Matt Murphy credited trust with major technology companies for the chipmaker's 241% share price surge over the past year. In an interview with CNBC's Jim Cramer, Murphy highlighted Marvell's role as a neutral supplier ("Switzerland") in the AI ecosystem, providing custom silicon to all four major U.S. hyperscalers and optical connectivity products across the industry. The company announced partnerships with Nvidia in March and Google in August, and expects data center revenue to grow 60% in fiscal 2027. Murphy dismissed concerns about competition from Qualcomm's recent deal with Amazon.

• Marvell shares rose 241% over the past 12 months.
• Marvell signed a multi-year technology supply agreement with Google in August.
• Marvell partnered with Nvidia in March.

Top Wall Street Analysts Recommend Nvidia, Uber, Marvell for Long-Term Growth

Amid market volatility driven by high bond yields and Middle East tensions, top Wall Street analysts have highlighted three stocks for long-term investors. Morgan Stanley's Joseph Moore reiterated a buy on Nvidia after strong Q2 results and a robust FY28 revenue growth outlook of 70%. BMO Capital's Brian Pitz highlighted Uber's evolving autonomous vehicle strategy as a key growth driver. KeyBanc's John Vinh reaffirmed a buy on Marvell Technology, noting strong data center growth and AI networking demand, despite investor concerns over guidance. These recommendations are based on analysts tracked by TipRanks, a platform ranking analysts by past performance.

• Morgan Stanley analyst Joseph Moore raised Nvidia's price target to $300 from $288, citing a compelling product cycle and exceptional growth.
• Nvidia's FY28 revenue growth outlook is 70%, above consensus estimates of about 40%.
• BMO Capital analyst Brian Pitz reiterated a buy rating on Uber with a $119 price target, citing its autonomous vehicle strategy as a significant revenue driver.

Macquarie upgrades Broadcom stock, cites AI chip catalysts

Macquarie Equity Research upgraded semiconductor maker Broadcom from neutral to outperform, raising its price target to $490 from $437, implying 33% upside. Analyst Arthur Lai said the risk of Google insourcing its custom AI chips has played out and is now priced in after a July correction. Broadcom designs and supplies custom Tensor Processing Units for Google, but investors have worried about competition from Marvell Technology and Google's in-house chip efforts. Despite these concerns, Broadcom shares have fallen 23% over three months. The company recently reported better-than-expected fiscal Q3 results and issued a positive forecast. Lai also cited a 'better-than-expected AI capex plan, new customer win on AI accelerators, and market share gain/loss in AI ASIC projects' as potential catalysts.

• Macquarie Equity Research upgraded Broadcom to outperform from neutral.
• Price target raised to $490 from $437, implying 33% upside.
• Broadcom shares fell 23% over past three months.

Nvidia Invests $3.5B in MediaTek for Custom AI Chips

Nvidia has announced a $3.5 billion investment in convertible bonds issued by Taiwanese chipmaker MediaTek, a major rival to Qualcomm. Under the partnership, MediaTek will integrate Nvidia's NVLink Fusion ecosystem into its custom AI chip business, enabling third-party chips to connect directly to Nvidia-based data center architectures. This move counters the trend of hyperscalers like Amazon, Google, and Microsoft developing proprietary silicon, helping Nvidia maintain its dominance in data centers. The collaboration also extends to local AI computing for PCs and cars, building on existing projects like DGX Spark and RTX Spark. MediaTek shares closed 10% higher after the announcement. The deal strengthens MediaTek's push into data centers, positioning it as a potential challenger to Broadcom. MediaTek expects its custom AI chip business to generate $2 billion in revenue this year, with a total addressable market of up to $80 billion by 2027.

• Nvidia invested $3.5 billion in convertible bonds issued by MediaTek.
• MediaTek will integrate Nvidia's NVLink Fusion platform into its custom AI chip designs.
• The partnership allows non-Nvidia custom chips to connect directly to Nvidia-based data center architectures.

MediaTek MT8875: Our Next-Gen 5G IoT Platform for GenAI Applications

MediaTek unveiled the MT8875, its next-generation 5G IoT platform designed for GenAI applications, in a new blog post published August 25, 2026.

MediaTek Q1 2026 Earnings Release Published

MediaTek has published its Q1 2026 quarterly earnings release, including press release, presentation, financial statements, and transcript.