By Morningstar, Inc.
Publication Date: 2026-04-07 00:00:00
On the April 6, 2026, episode of The Morning Filter podcast, David Sekera and Susan Dziubinski discuss Marvell Technology’s MRVL big news, and whether cybersecurity stocks are at risk today. Here is an excerpt from the show.
Nvidia’s Partnership With Marvell
Dziubinski: Let’s move on to some new research from Morningstar. Marvell Technology stock was up more than 12% last week after Nvidia NVDA took a $2 billion stake in the company. Now, Marvell has been a pick of yours in the past. What did Morningstar make of the news? Any changes to the fair value estimate on the stock?
Sekera: The news specifically was that Nvidia announced a partnership with Marvell and that Nvidia would invest, I think, $2 billion into Marvell. What’s going on is they’re going to end up pairing Marvell’s custom AI chips with Nvidia’s networking products. From our point of view, this is a good endorsement of Marvell’s products by Nvidia. This is one where the market has had a lot of concerns about Marvell’s products in the past. A lot of people were writing about how they thought that they were losing market share to some of their competitors. We didn’t think that was true. If anything else, I think this is just good support for what our investment thesis has been on this company.
