Nvidia and Marvell Technology are at the forefront of the AI-driven semiconductor boom, with Nvidia leading in AI GPUs and Marvell specializing in custom chips for hyperscalers and networking infrastructure. Despite divergent stock performance in 2025, both companies are poised for strong earnings reports next week, offering investors exposure to the AI boom.

Marvell is expected to report EPS of $0.67 on revenue of $2.01 billion, indicating 123% EPS growth and 58% revenue growth compared to last year. Nvidia anticipates EPS of $1.00 on $46.03 billion in revenue, up 47.1% and 53.2% year-over-year, with high expectations for another beat. Valuation-wise, Nvidia trades at a premium multiple while Marvell trades at a discount.

Investors are closely watching both Nvidia and Marvell’s upcoming earnings reports, as they represent different facets of the AI semiconductor industry. Nvidia is seen as a leader with strong growth and profitability metrics, while Marvell aims to prove its elite status in the AI market. These reports will set the tone for AI semiconductor sentiment moving forward.

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Read more at Nasdaq: Nvidia & Marvell Technology: AI Chip Stocks Ahead of Earnings