{"id":524285,"date":"2026-06-08T08:38:13","date_gmt":"2026-06-08T08:38:13","guid":{"rendered":"https:\/\/www.europesays.com\/ie\/524285\/"},"modified":"2026-06-08T08:38:13","modified_gmt":"2026-06-08T08:38:13","slug":"mrvl-vs-avgo-which-custom-ai-chipmaker-has-bigger-upside-potential","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ie\/524285\/","title":{"rendered":"MRVL Vs AVGO: Which Custom AI Chipmaker Has Bigger Upside Potential?"},"content":{"rendered":"\n<ul class=\"yf-1p2hw41\">\n<li class=\"yf-1p2hw41\">\n<p class=\"yf-1fy9kyt\">Marvell rallied sharply until Friday as investors piled into the stock after Nvidia CEO Jensen Huang called the \u200cchipmaker the next &#8220;trillion-dollar company.&#8221;<\/p>\n<\/li>\n<li class=\"yf-1p2hw41\">\n<p class=\"yf-1fy9kyt\">Broadcom\u2019s tepid projections not only pressured the stock but also triggered a selloff that hit nearly all major AI-related stocks last week.<\/p>\n<\/li>\n<li class=\"yf-1p2hw41\">\n<p class=\"yf-1fy9kyt\">Stocktwits sentiment for both MRVL and AVGO was \u2018extremely bullish.\u2019<\/p>\n<\/li>\n<\/ul>\n<p class=\"yf-1fy9kyt\">Shares of custom AI chipmakers Marvell Technology and Broadcom have pulled back sharply in recent sessions, drawing investor attention as they weigh which stock offers the better opportunity.<\/p>\n<p class=\"yf-1fy9kyt\">MRVL\u00a0plunged 17% on Friday, its worst\u00a0single-day\u00a0fall since last August, and AVGO has dropped 20% since last Wednesday, when it issued forecasts which did not meet market expectations.<\/p>\n<p class=\"yf-1fy9kyt\"><a href=\"https:\/\/stocktwits.com\/newsletters\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:See what 10M+ investors are talking about. Get the Stocktwits Daily Rip for what retail is watching right now, free to your inbox;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;See what 10M+ investors are talking about. Get the Stocktwits Daily Rip for what retail is watching right now, free to your inbox&quot;}\" class=\"link \">See what 10M+ investors are talking about. Get the Stocktwits Daily Rip for what retail is watching right now, free to your inbox<\/a><\/p>\n<p class=\"yf-1fy9kyt\">To be sure, Marvell rallied sharply until Friday as investors piled into the stock after Nvidia CEO Jensen Huang\u00a0<a href=\"https:\/\/stocktwits.com\/news-articles\/markets\/equity\/mrvl-stock-is-ripping-overnight-after-nvidia-ceo-crowns-it-next-trillion-dollar-company\/cZ0iFDeRevv\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:called;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;called&quot;}\" class=\"link \">called<\/a> the \u200cchipmaker the next &#8220;trillion-dollar company.&#8221;<\/p>\n<p class=\"yf-1fy9kyt\">Meanwhile, Marvell has bagged a place in the S&amp;P 500 and the stock will join the benchmark index before the start of trading on June 22, the index operator announced on Friday.<\/p>\n<p class=\"yf-1fy9kyt\">On the other hand, Broadcom\u2019s\u00a0<a href=\"https:\/\/stocktwits.com\/news-articles\/markets\/equity\/avgo-stock-extends-post-earnings-selloff-analysts-retail-expect-strong-rebound\/cZ0Z4eNRey4\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:tepid;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;tepid&quot;}\" class=\"link \">tepid<\/a> projections not only pressured the stock, but also triggered a\u00a0<a href=\"https:\/\/stocktwits.com\/news-articles\/markets\/equity\/broadcom-linked-ai-selloff-hits-samsung-sk-hynix-stocks-in-korea-dram-eyes-second-day-in-red\/cZ0FaP6RezA\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:selloff;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;selloff&quot;}\" class=\"link \">selloff<\/a> that hit nearly all major AI-related stocks last week.<\/p>\n<p>         <strong>AVGO vs MRVL<\/strong>    <\/p>\n<p class=\"yf-1fy9kyt\">Broadcom and Marvell are both key AI infrastructure chipmakers in the market, but Broadcom operates on a much larger scale. Broadcom sells custom AI chips, Ethernet switches, optical networking products, storage silicon and enterprise software, and has a market value above $2 trillion and annual revenue exceeding $90 billion.<\/p>\n<p class=\"yf-1fy9kyt\">Its strength lies in supplying custom AI processors and networking hardware to hyperscalers such as Google and Meta.<\/p>\n<p class=\"yf-1fy9kyt\">Marvell is a smaller, more focused data infrastructure chip company with a market value of over $230 billion and annual revenue of about $6 billion. Its portfolio centers on optical networking, connectivity, custom cloud silicon, storage and data-center interconnects.<\/p>\n<p class=\"yf-1fy9kyt\">While both companies benefit from AI spending, Broadcom is viewed as a diversified AI infrastructure giant, whereas Marvell is primarily a specialist in the networking and connectivity technologies that link AI systems together.<\/p>\n<p>         <strong>AVGO, MRVL Fundamentals<\/strong>     <\/p>\n<p class=\"yf-1fy9kyt\">After last week\u2019s selloff,\u00a0Broadcom shares are down 14% in 2026, while\u00a0Marvell stock has gained 28.5%. Following the recent weakness, Broadcom now trades at a lower forward price-to-earnings multiple than Marvell and also enjoys stronger analyst support, with a higher proportion of analysts recommending the stock as a buy.<\/p>\n<tr>\n<td data-testid=\"cell-0-0\">\n<p class=\"yf-1fy9kyt\">\u00a0<\/p>\n<\/td>\n<td data-testid=\"cell-0-1\">\n<p class=\"yf-1fy9kyt\"><strong>YTD move<\/strong><\/p>\n<\/td>\n<td data-testid=\"cell-0-2\">\n<p class=\"yf-1fy9kyt\"><strong>12-month forward P\/E<\/strong><\/p>\n<\/td>\n<td data-testid=\"cell-0-3\">\n<p class=\"yf-1fy9kyt\"><strong>Analyst &#8216;Buy&#8217; rating<\/strong><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td data-testid=\"cell-1-0\">\n<p class=\"yf-1fy9kyt\"><strong>Marvell<\/strong><\/p>\n<\/td>\n<td data-testid=\"cell-1-1\">\n<p class=\"yf-1fy9kyt\">28.50%<\/p>\n<\/td>\n<td data-testid=\"cell-1-2\">\n<p class=\"yf-1fy9kyt\">58.1x<\/p>\n<\/td>\n<td data-testid=\"cell-1-3\">\n<p class=\"yf-1fy9kyt\">38\/44<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td data-testid=\"cell-2-0\">\n<p class=\"yf-1fy9kyt\"><strong>Broadcom<\/strong><\/p>\n<\/td>\n<td data-testid=\"cell-2-1\">\n<p class=\"yf-1fy9kyt\">-14%<\/p>\n<\/td>\n<td data-testid=\"cell-2-2\">\n<p class=\"yf-1fy9kyt\">24.5x<\/p>\n<\/td>\n<td data-testid=\"cell-2-3\">\n<p class=\"yf-1fy9kyt\">44\/48<\/p>\n<\/td>\n<\/tr>\n<p class=\"yf-1fy9kyt\">To be sure, sales growth for Broadcom has ticked higher, while Marvell\u2019s has slipped. Broadcom\u2019s revenue\u00a0surged 48% to $22.2 billion in the last quarter, its\u00a0quickest pace since the October quarter of 2024. Marvell\u2019s revenue rose 27% to $2.4 billion, its slowest pace in the last five quarters.<\/p>\n<p>   <img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" alt=\"Broadcoms_Sales_Growth_Climbs_While_Marvells_Falls_.png\" loading=\"lazy\" height=\"686\" width=\"960\" class=\"yf-lglytj loader\"\/> Broadcoms_Sales_Growth_Climbs_While_Marvells_Falls_.png      <img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" alt=\"fiscal-ai-chart-export (4).png\" loading=\"lazy\" height=\"686\" width=\"960\" class=\"yf-lglytj loader\"\/> fiscal-ai-chart-export (4).png     <\/p>\n<p class=\"yf-1fy9kyt\">On Stocktwits, retail sentiment was \u2018extremely bullish\u2019 for both AVGO and MRVL. The watcher count for MRVL increased 21% over the past month and message volume increased 352%. For AVGO, the watcher count increased 6.3% and the message volume growth was flat.<\/p>\n<p class=\"yf-1fy9kyt\">For updates and corrections, email newsroom[at]stocktwits[dot]com.<\/p>\n<p class=\"yf-1fy9kyt\">Read Next:\u00a0<a href=\"https:\/\/stocktwits.com\/news-articles\/markets\/equity\/why-is-nbis-stock-rising-over-1-in-overnight-trading\/cZ0HATwRe6N\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Why Is NBIS Stock Rising Over 1% In Overnight Trading?;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;Why Is NBIS Stock Rising Over 1% In Overnight Trading?&quot;}\" class=\"link \">Why Is NBIS Stock Rising Over 1% In Overnight Trading?<\/a><\/p>\n<p class=\"yf-1fy9kyt\">Yuvraj Malik has no position in any of the stocks mentioned in this article. StockTwits&#8217; news team content is for informational purposes only and is not intended as investment advice. For more, see our <a href=\"https:\/\/stocktwits.com\/about-newsroom\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:editorial policy;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;editorial policy&quot;}\" class=\"link \">editorial policy<\/a>. This article was originally published on <a href=\"https:\/\/stocktwits.com\/news\/articles\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:StockTwits;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;StockTwits&quot;}\" class=\"link \">StockTwits<\/a>.<\/p>\n<p class=\"yf-1fy9kyt\"><strong>Related:<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"Marvell rallied sharply until Friday as investors piled into the stock after Nvidia CEO Jensen Huang called the&hellip;\n","protected":false},"author":2,"featured_media":524286,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[261],"tags":[291,82240,289,290,26663,18,19,17,124422,39072,292,68948,82],"class_list":["post-524285","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-ai-related","tag-artificial-intelligence","tag-artificialintelligence","tag-broadcom","tag-eire","tag-ie","tag-ireland","tag-marvell","tag-marvell-stock","tag-nvidia","tag-nvidia-ceo-jensen-huang","tag-technology"],"share_on_mastodon":{"url":"","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/524285","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/comments?post=524285"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/524285\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media\/524286"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media?parent=524285"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/categories?post=524285"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/tags?post=524285"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}