HomeTechTechnologyMRVL Downgraded Amid Fears of Mega Caps Stealing Market Share

MRVL Downgraded Amid Fears of Mega Caps Stealing Market Share

Marvell (MRVL) sold off Monday over reports that Microsoft (MSFT) will tap Broadcom (AVGO) to create custom A.I. chips. Benchmark also downgraded the stock as it sees Amazon (AMZN) seeking another of Marvell's competitors for orders. Marley Kayden explains how fears of Marvell losing market share is nothing new, but instead adds to existing investor concerns.

Next Gen Investing

08 Dec 2025

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