BIG TECH
Key Metrics
Company Snapshot
Marvell is a Semiconductors company, based in Santa Clara, California, USA, founded 1995 by Sehat Sutardja, Weili Dai, Pantas Sutardja. Market cap $200.90B (As of Sep 5, 2026, companiesmarketcap.com).
Recent changes
- Sep 5, 2026Sep 5, 2026First reported market cap: $200.90B companiesmarketcap.com
- Aug 28, 2026Aug 28, 2026Chip Stocks Slide as Marvell Miss Spooks AI Trade Pulse story
- Aug 28, 2026Aug 28, 2026Marvell Guided to 50% Growth and Fell 6% Pulse story
- Aug 28, 2026Aug 28, 2026Marvell, Rubrik, SentinelOne Beat -- Stocks Fall Anyway Pulse story
- Aug 19, 2026Aug 19, 2026Marvell Gives Google Right to Buy $12.2B in Stock Pulse story
Latest Pulse
- Aug 30, 2026AI Earnings Season Just Split Into Winners and LosersSalesforce and CrowdStrike jumped more than 20% on AI-driven earnings beats this week, while Marvell fell 6% on a beat of its own -- proof the market is now pricing AI software monetization and AI hardware capacity on opposite curves.→
- Aug 28, 2026Marvell Guided to 50% Growth and Fell 6%Marvell posted record revenue of $2.74 billion, up 37%, raised its fiscal 2028 target to about $18 billion, and the stock still dropped 6% -- a lesson in what AI multiples now require.→
- Aug 28, 2026Marvell, Rubrik, SentinelOne Beat -- Stocks Fall AnywayMarvell, Rubrik and SentinelOne all beat quarterly estimates and raised or met guidance, yet all three stocks fell, a signal that investors are pricing AI-adjacent names for perfection rather than just growth.→
- Aug 28, 2026Chip Stocks Slide as Marvell Miss Spooks AI TradeMarvell's premarket slide after underwhelming guidance dragged Nvidia, Broadcom and the broader chip sector lower Friday, a day after Nvidia's own earnings beat had powered a $400 billion market-cap rally.→
- Aug 19, 2026Marvell Gives Google Right to Buy $12.2B in StockMarvell granted Google warrants to buy up to $12.2B of its shares, vesting as Google buys custom chips through fiscal 2033, in a deal that could bring Marvell roughly $120B in chip sales and diversifies Google away from Broadcom.→
Coverage Timeline
newest first- Aug 30, 2026BIG TECHAI Earnings Season Just Split Into Winners and Losers→
- Aug 28, 2026IPOMarvell Guided to 50% Growth and Fell 6%-6% on the day→
- Aug 28, 2026IPOMarvell, Rubrik, SentinelOne Beat -- Stocks Fall Anyway→
- Aug 28, 2026BIG TECHChip Stocks Slide as Marvell Miss Spooks AI TradeMarvell -16% premarket→
- Aug 19, 2026FUNDINGMarvell Gives Google Right to Buy $12.2B in Stock$12.2B stock warrant→
All Coverage
BIG TECH
AI Earnings Season Just Split Into Winners and Losers
Salesforce and CrowdStrike jumped more than 20% on AI-driven earnings beats this week, while Marvell fell 6% on a beat of its own -- proof the market is now pricing AI software monetization and AI hardware capacity on opposite curves.
DEEP DIVE
IPO
Marvell Guided to 50% Growth and Fell 6%
IPO-6% on the day
Marvell Guided to 50% Growth and Fell 6%
Marvell posted record revenue of $2.74 billion, up 37%, raised its fiscal 2028 target to about $18 billion, and the stock still dropped 6% -- a lesson in what AI multiples now require.
TRACE'S TAKE
IPO
Marvell, Rubrik, SentinelOne Beat -- Stocks Fall Anyway
IPO
Marvell, Rubrik, SentinelOne Beat -- Stocks Fall Anyway
Marvell, Rubrik and SentinelOne all beat quarterly estimates and raised or met guidance, yet all three stocks fell, a signal that investors are pricing AI-adjacent names for perfection rather than just growth.
TRACE'S TAKE
BIG TECH
Chip Stocks Slide as Marvell Miss Spooks AI Trade
BIG TECHMarvell -16% premarket
Chip Stocks Slide as Marvell Miss Spooks AI Trade
Marvell's premarket slide after underwhelming guidance dragged Nvidia, Broadcom and the broader chip sector lower Friday, a day after Nvidia's own earnings beat had powered a $400 billion market-cap rally.
FOLLOW-UP
FUNDING
Marvell Gives Google Right to Buy $12.2B in Stock
FUNDING$12.2B stock warrant
Marvell Gives Google Right to Buy $12.2B in Stock
Marvell granted Google warrants to buy up to $12.2B of its shares, vesting as Google buys custom chips through fiscal 2033, in a deal that could bring Marvell roughly $120B in chip sales and diversifies Google away from Broadcom.
DEEP DIVE
Related Companies
Sources & methodologyshow
Where these figures come from
- companiesmarketcap.comresearch database1 fact
Figures are labelled Reported (a source states it), Estimated, Derived (computed from other facts) or Rumored (in talks / unconfirmed). Rumors never replace a confirmed figure. Each figure keeps its own as-of date; history is preserved rather than overwritten.