Marvell Surges 7.07% on Microsoft AI Pact as $3.77B Volume Ranks 20th

On July 30, 2025, Marvell Technology (MRVL) surged 7.07%, with a trading volume of $3.77 billion, ranking 20th in market activity. The stock’s rally reflects renewed confidence in its AI-driven growth prospects and strategic partnerships.

Analysts highlighted Marvell’s deepening collaboration with Microsoft on AI chip development, particularly its involvement in the upgraded Maia300 project, which now incorporates advanced 2nm technology and HBM4 specifications. This shift suggests Microsoft is prioritizing Marvell’s solutions over its own Maia200 chips, with production volumes for Maia300 projected to scale from 300,000–400,000 units in 2026 to 1.2–1.5 million units in 2027. At an average selling price of $8,000 per chip, the project could generate $2.4 billion in 2026, potentially rising to $10–12 billion by 2027.

Microsoft’s increased reliance on Marvell is further underscored by expanded production plans for Maia200, with output set to triple from 40,000–60,000 units to 150,000–200,000 units in 2026. Marvell’s strategic hires, including Nutanix CEO Rajiv Ramaswami to its board, also signal a strengthened focus on cloud and AI infrastructure. Despite insider selling activity over the past year, the company maintains strong insider ownership, aligning executive interests with shareholders.

A strategy of purchasing the top 500 stocks by daily trading volume and holding them for one day yielded a 166.71% return from 2022 to the present, outperforming the benchmark by 137.53%. This approach, which prioritizes liquidity and market sentiment, highlights the effectiveness of capitalizing on short-term momentum in high-volume stocks like MRVL during periods of strategic repositioning.