Marvell gives Google option to buy $12.2 billion stake in custom chip deal

What it is about

Who published it, and when

How it spread - 46 original reports, 2 reprints

1. Wed, 19 August 2026

   4 reports
   • Channel News Asia12:38first to report
     Marvell gives Google option to buy $12.2 billion stake in custom AI chip deal
   • Channel News Asia12:38
     Marvell gives Google option to buy $12.2 billion stake in custom chip deal

     URL changednow www.channelnewsasia.com/business/marvell-gives-google-option-buy-122-billion-stake-in-custom-ai-chip-deal-6328781

   • indiatimes.com12:50
     Marvell gives Google option to buy $12.2 billion stake in custom chip deal

     Marvell said it would develop AI inference accelerators, storage, networking and ‌memory interface controllers and near-memory computing technologies for Google. Demand for ‌custom chips such ​as ​Google's tensor processing units (TPUs), ⁠used for AI workloads, has surged ​in recent years as ​businesses seek alternatives to Nvidia's pricey graphics processors.

   • Anadolu Agency (AA)17:19
     Google gains option to buy up to $12.2B in Marvell shares under AI chip deal

     Most shares to vest as Google’s purchases of custom Marvell chips reach specified revenue thresholds through fiscal 2033

2. Sat, 22 August 2026

   1 report
   • yahoo.com19:13
     Marvell investors must carefully consider latest Google deal

     Marvell handed Google a path to a multibillion-dollar stake. The terms decide whether that helps or hurts the stock.

3. Mon, 24 August 2026

   1 report
   • yahoo.com21:11
     Marvell Technology Stock More Than Tripled On A Roadmap It Had Been Publishing All Along

     The clues to the run sat in dated interconnect milestones, not in the custom-silicon question that dominated the argument surrounding the stock.

4. Tue, 25 August 2026

   2 reports
   • yahoo.com16:14
     Why Marvell Technology Stock Is Rocketing Higher Today

     There's growing optimism that the company will report strong Q2 2027 financial results this week.

     1 reprint

     • fool.com25 Aug, 15:54their copy
   • yahoo.com19:36
     5-Star Analyst Tweaks Marvell Stock Price Target Ahead of Earnings

     Marvell AI Opportunity Gains Steam as Susquehanna Lifts Target to $265

5. Wed, 26 August 2026

   3 reports
   • yahoo.com15:25
     Marvell Technology's Next Earnings Report on Aug. 27 Could Send the Stock Soaring. Here's Why.

     Investors will be looking for greater visibility into Marvell's recently announced $12.2 billion custom chip deal with Google.

     1 reprint

     • fool.com26 Aug, 15:05their copy
   • aol.com16:45
     AMD vs. Marvell: Which Is the Better AI Chip Stock to Own for the Next 5 Years?

     AMD and Marvell have both performed well over the past year.

   • aol.com21:39
     Marvell Reports Thursday. Here's Where the Google Contract Would Actually Show Up in the Numbers.

     The stock has soared since a custom chip agreement with a giant customer came to light. The place that deal shows up this week isn't where most investors will look.

6. Thu, 27 August 2026

   4 reports
   • Channel News Asia20:11
     Marvell forecasts quarterly revenue above estimates on AI chip demand

     URL changednow www.channelnewsasia.com/business/marvell-raises-annual-forecasts-shares-fall-google-deal-questions-linger-6346246

   • Channel News Asia20:11
     Marvell beats forecasts, shares slip as growth outlook underwhelms

     URL changednow www.channelnewsasia.com/business/marvell-raises-annual-forecasts-shares-fall-google-deal-questions-linger-6346246

   • Channel News Asia20:11
     Marvell raises annual forecasts, but shares fall as Google deal questions linger
   • Google News - Top Stories21:33
     Marvell Stock Sinks as Big Expectations Outweigh Solid Earnings

     Marvell Stock Sinks as Big Expectations Outweigh Solid Earnings Barron's Marvell Technology, Inc. Reports Second Quarter of Fiscal Year 2027 Financial Results Marvell Technology Marvell (MRVL) Is Betting on Microsoft, AWS and Google to Power Its Next Growth Wave Yahoo Finance Marvell Lifts Long-Term Targets as AI Demand Boosts Second-Quarter Profit, Revenue WSJ Marvell Q2 FY2027 earnings: record revenue, raised guidance qz.com

7. Fri, 28 August 2026

   2 reports
   • Google News - Top Stories10:19
     Marvell shares tumble 8% as outlook underwhelms despite 37% revenue growth

     Marvell shares tumble 8% as outlook underwhelms despite 37% revenue growth CNBC Marvell Technology, Inc. Reports Second Quarter of Fiscal Year 2027 Financial Results Marvell Technology Why Marvell’s Earnings Beat Was Not Big Enough for Such Great Expectations Barron's Marvell shares slide as concerns over timing of Google AI deal revenue eclipse strong results Reuters Marvell Falls 7% as Google AI Payoff Lands in Fiscal 2029, Intel Slips, NVIDIA Barely Budges Yahoo Finance

   • Channel News Asia10:56
     Marvell shares slide as concerns over timing of Google AI deal revenue eclipse strong results

     URL changednow www.channelnewsasia.com/business/marvell-selloff-deepens-investors-seek-clarity-google-ai-deal-payoff-6347796

8. Sun, 30 August 2026

   1 report
   • 247wallst.com20:45
     Jim Cramer Says Marvell Is Expensive Unless Everything Works, and Then It Is Cheap

     Jim Cramer laid out a binary bet on Marvell that hinges on one executive's performance at a single October meeting, and the math behind it changes everything about how you read the stock's brutal post-earnings drop.

9. Tue, 8 September 2026

   1 report
   • fool.com18:11
     Broadcom vs. Marvell: Which Custom AI Chip Stock Is the Better Buy?

     Investors looking to capitalize on the custom AI chip market need to take a closer look at these two companies dominating this space.

10. Fri, 11 September 2026

    1 report
    • fool.com13:30
      If I Could Only Buy 1 Quantum Computing Stock, This Would Be It

      IonQ is leading the accuracy segment of the quantum computing race.

11. Thu, 17 September 2026

    1 report
    • Channel News Asia13:10
      GlobalFoundries, Marvell expand chip capacity deal for AI data center connectivity
12. Mon, 28 September 2026

    1 report
    • aol.com13:30
      Qualcomm Just Locked In Apple. Our Target Sits Above Wall Street’s

      Qualcomm just sealed a renewed patent deal with Apple, and the market moved fast. Whether this resets the ceiling for QCOM shares or simply buys time before a bigger reckoning depends on what replaces billions in revenue that could vanish by fiscal 2027.

13. Tue, 29 September 2026

    1 report
    • aol.com15:06
      Arm Jumps 5% as Chip Selloff Unwinds; Marvell Climbs 4%, Qualcomm Inches Higher

      Chip stocks are clawing back ground after a sharp selloff in the prior session, and Arm Holdings (NASDAQ:ARM) stock is leading the recovery. Arm stock is up 5% to $298.14 in morning trading, the biggest bounce among the chip names featured here. Semiconductors are running hotter than the wider technology market in this recovery. The […]

14. Wed, 30 September 2026

    1 report
    • aol.com16:12
      Why Alphabet Stock Popped on Wednesday

      The AI business continues to boom, and this is good news for Google for two reasons.

15. Sun, 4 October 2026

    1 report
    • fool.com05:45
      Better Quantum Computing Stock: Alphabet vs. IonQ

      IonQ and Alphabet are two completely different investments.

16. Tue, 6 October 2026

    3 reports
    • Channel News Asia14:11
      Marvell raises 2028 revenue forecast on strong AI data center demand
    • rttnews.com15:12
      Marvell Technology Shares Rise 8% Over LoI With Novatech

      Shares of Marvell Technology, Inc. (MRVL) are gaining about 8 percent on Tuesday morning after the company and its subsidiary Marvel Biotechnology Inc. announced a letter of intent with Novatech.

    • financialcontent.com16:15
      FinancialContent - Marvell Technology (MRVL) Stock Trades Up, Here Is Why

      Marvell Technology (MRVL) Stock Trades Up, Here Is Why

17. Wed, 7 October 2026

    1 report
    • seekingalpha.com13:45
      Marvell: This Is Not Empty Hype (NASDAQ:MRVL)

      Marvell Technology remains attractive after a 27% rally since my previous update, driven by a key Nvidia partnership and strong execution. I rate MRVL stock as a buy.

18. Wed, 14 October 2026

    1 report
    • aol.com15:25
      Should You Buy Alphabet Before Oct. 28?

      Something happening that day could serve as a catalyst for the stock.

19. Tue, 20 October 2026

    2 reports
    • aol.com08:46
      Is Marvell Technology a Millionaire-Maker Stock?

      While Nvidia and Broadcom are grabbing more headlines, Marvell Technology is quietly beating both of them.

    • fool.com21:55
      Amazon vs Alphabet: Which "Magnificent Seven" Stock Is the Better Buy Right Now?

      These two iconic tech stocks are trading at surprisingly modest valuations.

20. Thu, 22 October 2026

    3 reports
    • aol.com15:45
      Chip Stocks Fall as Supply Warning Deepens AI Selloff: Marvell and AMD Sink 8%, Intel Drops 7%

      A chipmaking equipment maker’s supply warning is turning the artificial intelligence (AI) trade into a broad semiconductor selloff, and the chip designers most tied to data center spending are taking the heaviest hits. Marvell Technology (NASDAQ:MRVL) stock is down 8% to $224.64 in morning trading, a drop that puts the custom chip designer at the […]

    • aol.com15:50
      Prediction: Here's What a $1,000 Investment in Archer Aviation Will Be Worth by 2030

      The eVTOL maker could still be a multibagger stock.

    • aol.com15:58
      Why Hexcel Stock Crashed After Earnings

      Hexcel's earnings weren't half bad, but investors are upset over guidance.

21. Sun, 25 October 2026

    1 report
    • aol.com18:43
      Archer Aviation Stock Is Down 50%. Is Now Finally the Time to Buy?

      Is this the buying opportunity of the decade?

22. Mon, 2 November 2026

    6 reports
    • Google News - Top Stories13:40
      Marvell doubles down on AI boom with costly $115 billion Lumentum deal

      Marvell doubles down on AI boom with costly $115 billion Lumentum deal Reuters Lumentum CEO touts 'enormous' opportunity in massive AI connectivity deal with Marvell CNBC Why Marvell Technology Plunged Today Yahoo Finance Driven by A.I. Boom, Chip Makers Announce $115 Billion Merger The New York Times Chip Maker Marvell Agrees to Buy Lumentum in $80 Billion Deal WSJ

    • cbsnews.com14:00
      Marvell Technology to buy Lumentum in $115 billion AI connectivity deal

      Marvell Technology said megadeal for Lumentum will help the merged company serve the growing market for AI data centers.

    • Anadolu Agency (AA)14:26
      US chipmaker Marvell agrees to buy Lumentum in $115B deal to expand in AI data centers

      All-stock deal would combine Lumentum’s lasers and optical components with Marvell’s custom AI chips and networking technology

    • Novinky (Czechia)14:37
      Obří sázka na umělou inteligenci. Marvell koupí Lumentum za 2,5 bilionu korun

      Umělá inteligence potřebuje stále výkonnější čipy. Jenže ani ty nejlepší mnoho nezmohou, pokud mezi nimi nestíhají proudit data. Právě na tuto část technologického závodu sází americký Marvell, který se dohodl na převzetí výrobce optických technologií Lumentum. Hodnota obchodu včetně dluhu dosahuje 115 miliard dolarů, tedy přibližně 2,5 bilionu korun.

    • Google News - Top Stories15:18
      Marvell Could Be Making a $115 Billion Mistake With Lumentum Purchase

      Marvell Could Be Making a $115 Billion Mistake With Lumentum Purchase Barron's Lumentum CEO touts 'enormous' opportunity in massive AI connectivity deal with Marvell CNBC This Is Such a Bad Time for a $115 Billion Tech Deal Bloomberg.com Marvell doubles down on AI boom with costly $115 billion Lumentum deal Reuters Chip Maker Marvell Agrees to Buy Lumentum in $80 Billion Deal WSJ

    • Google News - Top Stories22:57
      Marvell, Lumentum tout historic $115B deal to create ‘category leader’ in AI connectivity

      Marvell, Lumentum tout historic $115B deal to create ‘category leader’ in AI connectivity Fox Business Lumentum CEO touts 'enormous' opportunity in massive AI connectivity deal with Marvell CNBC Micron is the Real Loser in Lumentum Deal Which Assumes “Market Will Collapse in Two to Three Years” Yahoo Finance Marvell doubles down on AI boom with costly $115 billion Lumentum deal Reuters Nvidia’s Huang Gave Blessing to Marvell-Lumentum Megadeal Bloomberg.com

23. Tue, 3 November 2026

    4 reports
    • english.pravda.ru10:47
      Marvell to Acquire Lumentum in $115 Billion All-Stock Deal

      Marvell Technology is acquiring Lumentum Holdings in an $115 billion all-stock transaction to integrate laser production with semiconductor data infrastructure for

    • 247wallst.com13:11
      Marvell and Lumentum Fell Hard. Their Supplier's Stock Is Soaring

      When Marvell announced a blockbuster acquisition and both stocks tanked, one overlooked supplier quietly posted the best quarter in its history after hours. The question now is whether that record run can survive the deal's fallout.

    • tickerreport.com16:15
      Infrastructure Stocks To Follow Today

      Marvell Technology, Coinbase Global, and Datadog are the three Infrastructure stocks to watch today, according to MarketBeat’s stock screener tool. Infrastructure stocks are shares of companies that build, operate, or maintain essential systems such as transportation networks, utilities, telecommunications, energy facilities, and water infrastructure. For investors, these stocks may offer relatively stable, long-term demand and […]

    • mercurynews.com18:03
      Driven by AI boom, two Silicon Valley chipmakers announce $115 billion merger

      Marvell and Lumentum said they were combining, in a major bet on a technology, known as optical networking, that is increasingly being used in A.I. data centers.