Marvell Technology's shares surged 6.9% following reports of its discussions with Alphabet to co-develop two custom AI chips, a move analysts believe will strengthen Google Cloud's ecosystem and solidify Marvell's position as a key AI hardware partner. As Alphabet anticipates substantial revenue growth across its segments, particularly with Google Cloud expected to reach $18.40 billion, the company navigates ongoing regulatory challenges from a Department of Justice antitrust case.
“Jason prefers Alphabet, an AI winner with that YouTube kicker.”
“the market's not looking out too far, but far enough that they're valuing Tesla a bit like a tech company. I believe that if they value Tesla like a true tech company, they would be up there in the Nvidia and Alphabet rank.”
“Shares of networking chips designer Marvell Technology (NASDAQ: MRVL) jumped 6.9% in the afternoon session after reports surfaced that the company was in talks with Alphabet's Google to co-develop two new custom chips for artificial intelligence (AI).”
“Marvell Technology Group Ltd. (NASDAQ:MRVL) shares pared gains after an earlier rally on Monday, as analysts pushed back on reports suggesting the company had secured major artificial intelligence chip design work with Alphabet’s Google. The stock had initially risen about 3.3% in morning trading after reports that Marvell was in discussions with Google to develop custom silicon, including a memory processing unit and a TPU designed for AI inference workloads.”
“Shares rose on a report of a possible tie-up with Alphabet (GOOG, GOOGL) to develop two AI chips. The Information reported that the two companies were looking to build a memory processing unit to work with Google's tensor processing unit (TPU) and another specifically for running artificial intelligence models.”
“In 2025, Alphabet (Sundar Pichai) and Nvidia (Jensen Huang) topped the Mag 7 with the strongest gains.”
“Microsoft isn't in FAANG because the acronym (Facebook/Meta, Amazon, Apple, Netflix, Google/Alphabet) was coined around 2013-2014 to highlight a specific group of high-growth consumer internet and advertising-focused companies that were disrupting markets at the time.”
“In 2025 alone, those three plus Tesla reported $315B in US profits but paid just 4.9% effective federal tax rate, saving $51B vs the 21% statutory rate (per ITEP analysis).”
“Alphabet posee menos del 1% de la empresa → participación valorada en $65M”
“La empresa que más dinero mete en IA también es accionista de su competidor más directo. Alphabet posee el 14% de la empresa → participación valorada en $112B.”
“Solo en 2025, las revalorizaciones de estas inversiones de Alphabet (partida de 'Other Income') le aportaron una ganancia de $29.7B a su beneficio neto 📈”
“Alphabet posee el 2% → participación valorada en $3B”
