ATLAS News · Technology

Broadcom and Marvell Draw Attention as AI Infrastructure Stocks Face Selling Pressure

Published November 14, 2026 · 2 sources

TradingKey looks at Broadcom's decline and Yahoo Finance at Marvell's outlook as AI infrastructure stocks come under pressure in recent weeks.

What happened

TradingKey and Yahoo Finance both published pieces on AI infrastructure stocks, focusing on Broadcom (AVGO) and Marvell Technology (MRVL). The articles come as the sector faces selling pressure.

TradingKey asks why Broadcom fell 17% and whether Wall Street is overlooking the AI story. It says the stock is at $414, down from $499 highs, with an RSI of 34 and support near $405. It also says there is no company-specific weakness and that custom ASICs, Tomahawk switches and VMware AI software remain intact.

Yahoo Finance reports that Marvell ranked 9th on its list of 10 AI infrastructure stocks to watch after CoreWeave's earnings. It questions whether a $20 billion revenue outlook can justify the valuation, and says the sector has faced selling pressure over data center expansion, rising borrowing costs and regulatory uncertainty.

Context

Broadcom and Marvell both supply chips and networking technology used in data centers, which ties their fortunes closely to AI infrastructure spending.

Why it matters

The coverage shows how concerns about data center buildouts and financing costs may be weighing on companies tied to AI infrastructure.

Stocks in this story

Price changes are shown for the trading day of the story and are a coincidence in time, not proof that the news caused them. Figures are ATLAS data from our database.

BroadcomAVGO

−4.76%

Technology · NASDAQ

Live price

$347.01

live price · USD

Latest close before this story: $347.01−4.76% vs. previous close ($364.36) · November 13
Fair value (ATLAS): $227.80Fair range: $176.86 to $314.07The price ($347.01) is 52.3% above that figure.
Chance of a rise in 1 month: 47%Probability of closing higher than today within 21 sessions.Normal range: half of the scenarios end between $308.74 and $382.18; 9 in 10, between $255.54 and $461.76.

See the full ATLAS analysis of Broadcom →

Marvell TechnologyMRVL

−4.68%

Technology · NASDAQ

Live price

$156.76

live price · USD

Latest close before this story: $156.76−4.68% vs. previous close ($164.45) · November 13
Chance of a rise in 1 month: 44%Probability of closing higher than today within 21 sessions.Normal range: half of the scenarios end between $126.27 and $180.17; 9 in 10, between $92.14 and $246.92.

See the full ATLAS analysis of Marvell Technology →

Closing prices, fair value and probabilities: ATLAS own data. How we calculate fair value.

Sources

ATLAS writes its own summaries from the reporting of these outlets. Each link opens the original publisher.

Broadcom Stock Forecast: Why Did AVGO Drop 17% and Is Wall Street Missing the AI Story? · TradingKey · November 14, 2026
Marvell Technology (MRVL): Can Its $20 Billion Revenue Outlook Justify the Valuation? · Yahoo Finance · November 14, 2026

Latest market news · Markets today on ATLAS · Broadcom · Marvell Technology

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Information, not advice. This content is informational and is not an investment recommendation or an offer to buy or sell securities. ATLAS estimates come from statistical models using public data, can be wrong, and past performance does not guarantee future results. Disclaimer