Google's Marvell deal boosts its custom AI-chip role and challenges Broadcom, making Marvell the more attractive AI stock.

MXL's 23% monthly slide masks surging AI infrastructure demand, rising earnings estimates and a product pipeline aimed at extending growth into 2028.

NVIDIA's lower financial risk and stronger profitability give it an edge over Broadcom as both benefit from AI demand.

CSCO's Q4 revenues surge 18%, and AI demand stays strong, but margin pressure, soft recurring growth and a premium valuation support a hold.

CRDO targets scale-up AI connectivity as a new growth leg, with fiscal 2027 revenues starting and a bigger fiscal 2028 opportunity ahead.

STM expects datacenter revenues above $1B in 2026 and well above $2B in 2027 as optical and power wins expand its AI footprint.

Astera Labs' stronger growth, rising earnings estimates, and AI connectivity demand make it more attractive than Broadcom.

LITE's 11.4X P/S signals a premium valuation, but AI-driven optics growth, rising margins and stronger FY27 estimates may support the case.

QCOM is expanding its smartphone reach with Snapdragon platforms, AI capabilities and power-efficient chips for next-generation devices.

Wall Street closed lower on Friday, dragged down by health and tech stocks.