ATLAS News · Deals

Credo Outpaces Broadcom on AI Networking Growth; Marvell CEO Defends Lumentum Deal

Published November 15, 2026 · 3 sources

Crypto Briefing says Credo grew faster than Broadcom in AI networking, while TIKR.com reports Marvell's CEO defended a $115 billion Lumentum deal.

What happened

Crypto Briefing reports that Credo Technology has outpaced Broadcom on growth in AI networking. The outlet says Credo's fiscal 2026 revenue rose 206% to $1.3 billion, driven by demand for AI interconnect products.

Yahoo Finance published a piece asking whether Credo is a better AI networking option than Broadcom, framing the two companies as direct comparisons in the segment.

Separately, TIKR.com reports that the CEO of Marvell defended a $115 billion deal involving Lumentum, saying that sometimes being unorthodox pays off.

Context

Broadcom and Marvell are both major suppliers of semiconductors used in data center and AI networking infrastructure.

Why it matters

The coverage shows how investors and commentators are comparing AI networking suppliers and weighing the strategic moves of Marvell.

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.

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 →

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 →

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.

Credo Technology outpaces Broadcom in AI networking growth · Crypto Briefing · November 15, 2026
Is Credo Technology a Better AI Networking Buy Than Broadcom? · Yahoo Finance · November 15, 2026
Marvell CEO Defends $115 Billion Lumentum Deal: “Sometimes Being Unorthodox” Pays Off · TIKR.com · November 15, 2026

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

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