From Zacks Investment Research: 2025-05-15 18:26:00

Investors are bullish on AI chip providers like Marvell Technology (MRVL) and Micron Technology (MU) as global trade fears subside. Marvell focuses on custom networking chips for AI infrastructure, while Micron specializes in memory and storage solutions. Marvell’s stock is up 12% this month, while Micron’s shares have spiked over 20%. Marvell’s total sales are expected to spike 43% in fiscal 2025, and Micron’s sales are projected to increase 41% in the same period. Both companies are trading at reasonable valuations and hold a Zacks Rank #3 (Hold). Analysts are more bullish on Micron due to demand for its memory solutions.



Read more at Zacks Investment Research: Marvell Vs Micron Technology: Which AI Chip Stock is the Better Investment – May 15, 2025