What optical networking technologies does Marvell have?

Marvell has high-speed optical communication technologies used in data centers and telecom networks, critical for efficient data transfer in AI applications.

Why is Jensen Huang's endorsement important?

Jensen Huang is the CEO of NVIDIA, the leading AI chip maker, and his endorsement lends credibility to Marvell's technology and growth potential.

Does Cramer recommend buying Marvell stock?

Cramer did not give a direct buy recommendation but indicated the stock has upside if expected growth in optical networking materializes.

Jim Cramer: Marvell Has More Upside If Jensen Huang Is Right

Jim Cramer on CNBC's Mad Money said Marvell Technology (MRVL) has "a lot more upside" if NVIDIA CEO Jensen Huang is correct about the company's potential, especially in optical networking.

July 3, 2026

2 min read

Source: Insider Monkey

Jim Cramer, host of CNBC's Mad Money, highlighted Marvell Technology, Inc. (NASDAQ:MRVL) as a stock with significant upside potential, contingent on NVIDIA CEO Jensen Huang's positive view of the company. Cramer discussed Marvell during a segment on profiting from the upcoming wave of takeovers.

Cramer's Rationale

Cramer noted Marvell's strength in optical networking, a critical component for data centers and AI infrastructure. However, he emphasized that the most important factor is Jensen Huang's endorsement, who reportedly called Marvell "the next step" in the tech supply chain.

Context

Marvell's stock is trading near its 52-week low, making it a potential turnaround candidate if optical networking demand grows as expected. Other analysts have a cautiously optimistic view, with positive signals from NVIDIA and other tech giants.

What to Make of It

Jensen Huang's endorsement adds credibility to Marvell's growth narrative, but investors should wait for upcoming earnings to confirm the trend. This is not a buy recommendation but an analysis of a potential opportunity.

Frequently Asked Questions

Jim Cramer is the host of CNBC's Mad Money and a former hedge fund manager, known for his investment analysis and stock picks.

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This article was rewritten in Wrqti's editorial style based on information from the original source above. Content is informational only — not investment advice.