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AST Spacemobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an extensive IP and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is facing significant market volatility following a launch setback where its latest satellite was deployed into an unsustainable orbit, forcing it to be de-orbited. While the company maintains that insurance will cover the loss and that production schedules remain intact, the community is actively debating the reliability of launch partners, the impact on future constellation deployment timelines, and whether this represents a temporary execution hiccup or a more serious fundamental risk.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is trending as investors react to high short interest, significant call option positioning, and anticipation surrounding upcoming oncology conference data. Community discussion is sharply divided between bulls optimistic about the clinical potential of the GPS and SLS009 assets, and skeptical voices raising concerns about trial design, trial duration, and financial history.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvell Technology is trending as a high-conviction AI infrastructure play, fueled by a potential custom chip partnership with Google and sustained momentum from the semiconductor sector's recovery. Community discussion remains focused on its role as a backbone for AI inference and data center growth, with traders closely monitoring its technical breakout and institutional volume.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion is experiencing significant market attention as a strategic partner to NVIDIA for quantum calibration and decoding, fueling a broader community narrative that the stock is currently mispriced compared to its peers. Investors are actively discussing the high-beta nature of the stock, analyzing the potential impacts of share unlock provisions, and debating its long-term potential as a key player in the quantum sensing and defense sectors.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

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Vanguard World Fund - Vanguard Information Technology ETF

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Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is trending due to surging investor confidence in its server CPU business and strategic momentum in the AI data center market, fueling a historic rally to new all-time highs. Community sentiment remains aggressively bullish, with active discussions focusing on technical breakouts, potential supply-demand tailwinds, and expectations for sustained growth as the company captures additional share in the inference and high-performance computing landscape.

Definium Therapeutics, Inc. operates as clinical stage biopharmaceutical company, which engages in developing novel product candidates to treat brain health disorders. The company was founded by Stephen L. Hurst, Scott M. Freeman, Leonard Latchman and Jamon Alexander Rahn on July 26, 2010 and is headquartered in New York, NY.

Definium Therapeutics Inc.

Definium Therapeutics is experiencing a surge in activity as investors react to a White House executive order aimed at accelerating psychedelic research, which has sparked optimism regarding potential National Priority Vouchers. The community is intensely debating the stock's future, balancing enthusiasm over favorable policy tailwinds against persistent concerns surrounding past leadership controversies, share dilution, and the company's long-term commercial viability.

AEVEX Corp. operates as a holding company. It operates through Tactical Systems and Global Solutions segments. The Tactical Systems segment focuses on design, development, and production of autonomous systems including unmanned aerial systems and unmanned surface vessels. The Global Solutions segment offers services and mission support to defense and intelligence customers. The company was founded in 2017 and is headquartered in Solana Beach, CA.

AEVEX Corp. - Ordinary Shares - Class A

AEVEX Corp. is trending following its recent IPO debut, as market participants flock to the drone manufacturer for its exposure to the defense sector and government contracts. Community discussion is heavily focused on the stock's potential for momentum-driven gains, with traders actively debating its valuation compared to peers and monitoring for high-volatility moves amid broader geopolitical concerns.

The Aircoin memecoin was born from a viral Twitter post from March, 2014 which proclaimed the following:   Evolution: 1. Aircoin 2. Fartcoin 3. Artcoin  Aircoin was launched in August, 2025 and CTO'd twice, with the second CTO team bringing vast experience and expertise to the project. The team includes industry veterans and visual arts professionals.  Aircoin is destined for greatness as a premier memecoin on the BONK.fun platform.

aircoin

The Aircoin community is rallying behind the token's unique PvE (Player vs. Everyone) narrative, high holder retention, and significant on-chain supply locking via its 'AirLock' mechanism. Investors are increasingly viewing it as a long-term conviction play on Solana, highlighting its transparent, community-led treasury and organic growth as key differentiators from hype-driven memecoins.

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<ul class="summary-bullets"><li>Marvell shares jumped 10% in the overnight session.</li><li>Marvell will make custom chips for Google; the search giant has previously purchased off-the-shelf data center chips from Marvell.</li><li>Semiconductor stocks, led by Intel, AMD and memory chip firms, have climbed sharply so far in April.</li></ul>Marvell Technology Inc.’s shares jumped&nbsp;nearly 8% in the overnight session heading into Monday, with the ticker trending among the top five on Stocktwits, after reports of talks of a major tie-up with Google.Google is reportedly in discussions with Marvell to develop two chips&nbsp;aimed at&nbsp;improving the efficiency of AI model operations, according to a Sunday report by The Information, citing two people with direct knowledge of the discussions.One of the chips is said to be a memory-focused processor that would complement Google’s existing tensor processing units (TPUs), while the other is a next-generation TPU tailored specifically for AI inference workloads.While Google has bought data center chips from Marvell before, those purchases were off-the-shelf, whereas the current discussions aim to design semiconductors exclusively for Google’s needs, according to the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/google-talks-marvell-build-new-ai-chips-inference?rc=prcjzy">report</a>.<h2 class="st-heading-2">AI Industry Eyes Custom Inference Chips</h2>The development highlights the growing need for inference chips that power real-world AI applications, including autonomous agents and other commercial systems.At its March GTC event, Nvidia unveiled a new inference-focused chip – dubbed a language processing unit – built using technology licensed from startup Groq in a $20 billion deal.Google has been pushing to make its TPUs a viable alternative to Nvidia's dominant GPUs, and their sales have become a key driver of growth in Alphabet’s cloud revenue, according to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/google-works-erode-nvidias-software-advantage-with-metas-help-2025-12-17/">report</a>.<a href="https://stocktwits.com/news-articles/markets/equity/intc-amd-msft-dell-stocks-rally-is-old-guard-of-big-tech-back-in-vogue/cZJUg2xRIxJ">Like its chipmaking peers</a>, Marvell has surged sharply this month,&nbsp;jumping 41%. In March, the company projected nearly 40% revenue growth in fiscal 2028 to around $15 billion – well above the $12.92 billion analyst consensus from LSEG – while also nudging up its fiscal 2027 outlook.<h2 class="st-heading-2">Retail View On MRVL</h2>On Stocktwits, the retail sentiment for MRVL remained ‘bullish,’ unchanged since Friday, while the message volume for the ticker rose 85% in the last 24 hours.“Yes! This is great news and probably accounts for Friday's ramp. Very nice. Curb your enthusiasm though as taco digs his heal [sic] in with Iran. Markets definitely tamped tomorrow. Patience,” a user&nbsp;<a href="https://stocktwits.com/akroller/message/650718597">remarked</a>,&nbsp;referring to the market trader acronym of “Trump Always Chickens Out.”<stembedurl>https://stocktwits.com/akroller/message/650718597</stembedurl>“Can't believe I'm in on this at $87 a share. Beating myself up for not buying more!”&nbsp;<a href="https://stocktwits.com/Opg512/message/650733505">posted</a> another.<stembedurl>https://stocktwits.com/Opg512/message/650733505</stembedurl><a href="https://stocktwits.com/symbol/MRVL">MRVL stock</a> is up 64.5% year-to-date.&nbsp;<a href="https://stocktwits.com/symbol/GOOGL">Alphabet shares</a>, which were down nearly 1% in the overnight session, have gained 9.2%&nbsp;in 2026.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

The Marvell Technology logo is displayed on a smartphone screen in this photo illustration. (Photo by Jonathan Raa/NurPhoto via Getty Images)

Marvell Stock Jumps Overnight On Buzz Of Custom Google AI Chip Talks: Retail Bulls Cheer Loudly

Marvell could end up designing two chips for Google, including a next-gen TPU, according to a report in The Information.

Equity

Top Infrastructure Stocks To Follow Now - April 19th

Marvell Technology, Coinbase Global, and Alibaba Group are the three Infrastructure stocks to watch today, according to MarketBeat's stock screener tool. Infrastructure stocks are shares of companies that own, build, operate, or maintain essential physical systems and facilitiessuch as utilities...

Best Infrastructure Stocks To Follow Now - April 18th

Marvell Technology, Coinbase Global, Alibaba Group, Vertiv, International Business Machines, Cheniere Energy, and Astera Labs are the seven Infrastructure stocks to watch today, according to MarketBeat's stock screener tool. Infrastructure stocks are shares of companies that build, operate, or main...

20,000 Shares in Marvell Technology, Inc. $MRVL Bought by Oak Harvest Investment Services

Oak Harvest Investment Services purchased a new position in Marvell Technology, Inc. (NASDAQ:MRVL - Free Report) during the 4th quarter, according to its most recent disclosure with the Securities...

Insider Selling: Marvell Technology (NASDAQ:MRVL) CEO Sells 7,500 Shares of Stock

Marvell Technology, Inc. (NASDAQ:MRVL - Get Free Report) CEO Matthew Murphy sold 7,500 shares of the stock in a transaction on Wednesday, April 15th. The stock was sold at an average price of...

GF Fund Management CO. LTD. Boosts Stock Holdings in Marvell Technology, Inc. $MRVL

GF Fund Management CO. LTD. grew its position in shares of Marvell Technology, Inc. (NASDAQ:MRVL - Free Report) by 5.9% during the fourth quarter, according to its most recent filing with the...

Cwm LLC Grows Position in Marvell Technology, Inc. $MRVL

Cwm LLC grew its stake in shares of Marvell Technology, Inc. (NASDAQ:MRVL - Free Report) by 26.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The...

Marvell Technology, Inc. (NASDAQ:MRVL) Short Interest Update

Marvell Technology, Inc. (NASDAQ:MRVL - Get Free Report) was the recipient of a significant decline in short interest during the month of March. As of March 31st, there was short interest totaling 28,303,116 shares, a decline of 16.3% from the March 15th total of 33,803,277 shares. Based on an...

Marvell Technology (NASDAQ:MRVL) Trading 4.7% Higher   - Still a Buy?

Marvell Technology (NASDAQ:MRVL) Shares Up 4.7% - Time to Buy...

Matthew Murphy Sells 7,500 Shares of Marvell Technology (NASDAQ:MRVL) Stock

Marvell Technology, Inc. (NASDAQ:MRVL - Get Free Report) CEO Matthew Murphy sold 7,500 shares of the business's stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $134.46, for a total value of $1,008,450.00. Following the transaction, the chief...

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Buzz surrounding reported collaboration between the company and Google on custom inference and memory chips is fueling major market interest.

Traders are highlighting a major industry rotation as AI-driven inference workloads gain priority over traditional chip training models.

Strong volume and technical breakout signals are driving the stock to all-time highs as bulls target price levels toward $200.

Investors are closely tracking connections with niche optical and silicon photonics companies as part of a long-term infrastructure roadmap.

Fiscal Period	Estimated	Reported	Surprise	Result
Q1 '26	$0.79	--	--	N/A
Q4 '25	$0.79	$0.80	1.05%	BEAT
Q3 '25	$0.74	$0.76	2.34%	BEAT
Q2 '25	$0.67	$0.67	-0.52%	MISSED
Q1 '25	$0.61	$0.62	1.28%	BEAT

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