By Marc Guberti, The Motley Fool
Publication Date: 2026-08-25 11:35:00
Broadcom (NASDAQ: AVGO) stock has dropped by more than 10% in less than two weeks, and Marvell Technologies (NASDAQ: MRVL) is to blame. Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) decided to expand its artificial intelligence (AI) chip design partnership with Marvell, creating concerns that Broadcom could be edged out or face pricing pressure.
However, investors shouldn’t rush to sell their Broadcom shares. While the widening of the relationship between Marvell and Alphabet shows that the AI chipmaking landscape is becoming more competitive, the whole pie is growing, and Broadcom remains the leader in custom AI chips.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same “Total Conviction” signal is flashing for a company 1/100th the size of Nvidia. Continue »
