AI chips, retails giants, and legacy motorcycles take Don Kaufman's (@Theotrade) focus amid a sharp rally on headlines of a U.S.-Iran ceasefire. He sees Harley Davidson (HOG) shares hitting the gas in the near-future, Walmart (WMT) capturing more bearish interest, and Marvell (MRVL) continuing its recent uptrend as retail trade accelerates.

Marvell Technology rides on AI-driven data center demand and NVIDIA ties, but valuation, slowing growth and competitive pressures raise questions on whether to buy now.

Nvidia's $6B March investments highlight the critical role of optical connectivity, benefiting Marvell, Lumentum, Coherent, Ciena, and Applied Optoelectronics. MRVL's NVLink integration and 26% TAM expansion to $94B position it for 35% revenue growth by FY28, with a compelling 0.7 PEG ratio. LITE and COHR are laser chip leaders; LITE's 77% FY26 revenue growth justifies its premium, while COHR's vertical integration and capacity ramp are undervalued.

NVIDIA NASDAQ: NVDA has announced a slew of multi-billion dollar investments in key artificial intelligence (AI) companies over recent months, and just made its latest splash. Big Green recently announced a $2 billion investment in custom AI chip developer Marvell Technology NASDAQ: MRVL.

Bridget's Buys is a compilation of stocks picked by MarketBeat channel host Bridget Bennett. She's become exposed to dozens of stocks and has picked the most interesting to add to her watchlist.

Stock News Markets edge higher before Iran deadline: Global equities were mixed and oil volatile ahead of President Trump's deadline on Iran's Hormuz reopening,

Shares of Marvell Technology, Inc. (NASDAQ: MRVL - Get Free Report) hit a new 52-week high during trading on Tuesday. The company traded as high as $111.89 and last traded at $109.51, with a volume of 22590042 shares trading hands. The stock had previously closed at $107.11. Key Marvell Technology News Here are the key

Accelerating investment in AI infrastructure served as a bellwether for companies like Micron and Sandisk over the last year. The launch of a new compression algorithm from Google could pose a threat to incumbent DRAM and NAND suppliers.

Marvell delivered a beat-and-raise quarter. It also announced a fresh $2 billion investment from Nvidia.

Semis rallied with the support of tailwinds, but they reversed course when the same tailwinds turned into headwinds in Q1 2026. Semis lost most of their gains as they headed into Q2 2026 and it could have been worse if not for the prospect of something that may not be attainable. Q2 2026 is likely to see increased volatility, unless a resolution is found to the Middle East and the uncertainty hanging over semis is lifted.