Marvell (MRVL +3.98%) is becoming a bigger part of the AI infrastructure build-out, helped by growth in custom silicon, rising data center revenue, and a strategic partnership with Nvidia (NVDA +1.30%). The upside case is getting stronger, but the stock's huge rally raises a serious question: has the market already priced in too much?
Stock prices used were the market prices of May 2, 2026. The video was published on May 9, 2026.





