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Marvell Technology has already surged over 200% this year, yet analysts keep piling on buy ratings and management is forecasting explosive custom chip growth through 2028. Whether that momentum can survive rising margin pressure and hyperscaler threats is the question every investor needs to answer before Investor Day.
Nvidia NASDAQ:NVDA, the AI-computing and accelerator company, regained Morgan Stanley's top semiconductor pick as shares rose approximately 1.1% to $236.8 at 10.55am ET Friday morning, October 2. The firm kept its Overweight rating and $300 price target. That leaves roughly 30% upside from the quot…