The Zacks Analyst Blog Highlights NVIDIA and Marvell Technology – June 1, 2026
The Zacks Analyst Blog Highlights NVIDIA and Marvell Technology – June 1, 2026
Publish Date: 2026-06-01 10:12:00
Source Domain: www.zacks.com
For Immediate Release
Chicago, IL – June 1, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: NVIDIA Corporation (NVDA Quick QuoteNVDA – Free Report) and Marvell Technology, Inc. (MRVL Quick QuoteMRVL – Free Report) .
Here are highlights from Friday’s Analyst Blog:
NVIDIA vs. Marvell Technology: Which AI Chip Stock Has the Edge?
NVIDIA Corporation and Marvell Technology, Inc. are among the biggest winners of the ongoing artificial intelligence (AI) infrastructure boom. Both companies are benefiting from rising investments in AI data centers, networking, accelerated computing and cloud infrastructure.
NVIDIA dominates the AI graphics processing unit (GPU) market with its full-stack AI platform, while Marvell Technology is rapidly expanding its presence in AI networking, optical connectivity and custom AI chips for hyperscalers.
As AI spending continues to surge globally, investors must be wondering which stock offers the better mix of growth, profitability and valuation support right now.
NVIDIA Dominates AI Infrastructure Market
NVIDIA remains the clear leader in AI computing as demand for its Blackwell systems, networking products and AI software ecosystem continues to accelerate. In the first quarter of fiscal 2027, NVIDIA reported record revenues of $81.6 billion, up 85% year over year, while non-GAAP earnings per share EPS jumped 140% to $1.87.
The data center market platform remained the major growth driver, with revenues rising 92% year over year to $75.2 billion. The company’s networking revenues nearly tripled year over year to $14.8 billion, highlighting strong adoption of Spectrum-X Ethernet and InfiniBand technologies across hyperscalers and AI cloud providers.
NVIDIA is…
