Key Points Arm says its architecture has held more than 99% of the smartphone application processor market for years, and its data center royalties more than doubled in its latest quarter. Marvell's revenue grew 37% in its latest quarter, and management expects growth to speed up through the rest of fiscal 2027. Marvell's 10 largest customers made up 82% of fiscal 2026 revenue, and a new warrant could give Google up to about 59 million Marvell shares. 10 stocks we like better than Arm Holdings › Arm Holdings (NASDAQ:ARM) and Marvell Technology (NASDAQ:MRVL) both sell into the AI data center boom, but they make money in very different ways.
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