Marvell vs Micron

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.

Micron Appoints Deirdre Hanford to Lead Micron Research Labs

Micron Appoints Deirdre Hanford to Lead Micron Research Labs (September 15, 2026). Also announced: Micron Advances Memory Innovation With the World's First Ultra-Dense Module for Next-Generation Servers (September 15, 2026).

Analyst Calls: Nvidia, SpaceX, Tesla, Apple, Chevron, Micron

CNBC rounded up Wednesday's most significant Wall Street analyst calls across major technology, industrial, and consumer companies. Morgan Stanley reiterated Microsoft as overweight, citing an increased dividend and attractive risk/reward. Seaport initiated Cava with a buy rating, highlighting brand awareness and growth potential. BTIG initiated American Bitcoin with a buy, noting its mining operations. Goldman Sachs reiterated Tesla as neutral, lowering Q3 delivery forecasts below consensus. UBS upgraded Union Pacific to buy, predicting strong volume growth. Deutsche Bank upgraded Anheuser-Busch InBev to buy, citing undervaluation on free cash flow yield. Citi reiterated Meta as buy with a positive catalyst watch ahead of Meta Connect. Morgan Stanley also reiterated Apple as overweight, seeing better-than-feared iPhone 18 demand. Bank of America reiterated buy ratings on Nvidia, Marvell, Broadcom, and Micron, maintaining a bullish stance on AI infrastructure semis.

• Morgan Stanley reiterated Microsoft as overweight, citing dividend increase to $0.98 per share.
• Goldman Sachs lowered Tesla's Q3 2026 delivery forecast to 435K from 490K.
• UBS upgraded Union Pacific to buy from neutral.

E.ON CEO Proposes Drone Protection for German Power Grid

In a weekly newsletter covering multiple German business topics, the lead story focuses on E.ON CEO Leonhard Birnbaum's proposal to enhance the protection of Germany's power grid infrastructure against sabotage. He suggests increased video surveillance of facilities and a more flexible use of drones. The newsletter also highlights a potential strike by 12,000 Micron employees in Taiwan, updates on the Bloomberg Billionaires Index, management changes at Puma, rising mortgage rates in Germany, the start of a podcast about Deutsche Bahn's CEO, and a feature on the booming secondary market for startup shares, including those of AI companies like OpenAI and Anthropic.

• E.ON CEO Leonhard Birnbaum proposes using drones and more video surveillance to protect Germany's power grid.
• E.ON owns about one-third of Germany's distribution network, roughly 700,000 kilometers of power lines.
• Around 12,000 Micron employees in Taiwan threaten to strike over profit-sharing.