By Rick Orford
Publication Date: 2026-05-12 12:30:00
Marvell (MRVL +0.32%) is becoming a bigger part of the AI infrastructure build-out, helped by growth in custom silicon, rising data center revenue, and a strategic partnership with Nvidia (NVDA +1.90%). The upside case is getting stronger, but the stock’s huge rally raises a serious question: has the market already priced in too much?
Stock prices used were the market prices of May 2, 2026. The video was published on May 9, 2026.
Rick Orford has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Marvell Technology and Nvidia. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.
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