# Nvidia's CEO just crowned Marvell the next trillion-dollar company while Alphabet pours $80B into AI — buy the chip winner on a pullback

_AI-generated trading idea · LONG · AVGO, MRVL, SOXX_

> Canonical page: https://commonquant.ai/research/for-you/nvidia-s-ceo-just-crowned-marvell-the-next-trillion-dollar-c--6a0903a3-f0ec-4f49-8da5-e9e13dc31e57

Nvidia's CEO Jensen Huang publicly said Marvell Technology will be the next trillion-dollar company, sending its stock up nearly 19%. At the same time, Alphabet announced an $80 billion increase in AI spending, lifting the whole chip sector.

## Idea

When the most influential figure in AI chips — Nvidia's Jensen Huang — publicly calls Marvell the next trillion-dollar company on stage at a major tech conference, that's not a throwaway comment. It signals deep strategic alignment between the two companies in custom AI chip design. Add in Alphabet's separate announcement of an $80 billion AI spending increase, and you have a powerful one-two punch for the entire AI chip supply chain. Marvell jumped 18-19% in a day, which is huge, but history shows that when a stock gets this kind of high-conviction endorsement from an industry titan, the rally often continues in waves as investors who missed the first move look to buy on dips. Broadcom also rose 6% on the Alphabet news, confirming the whole sector is heating up.

## Key details

- Symbols: AVGO, MRVL, SOXX
- Timeframes: H4
- Tags: \#ai\_chips, \#momentum, \#pullback

## Community

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## News sources

- [Marvell stock soars as Nvidia CEO calls chipmaker 'the next trillion-dollar company'](https://finance.yahoo.com/markets/article/marvell-stock-soars-as-nvidia-ceo-calls-chipmaker-the-next-trillion-dollar-company-130932917.html) — Yahoo Finance
- [HPE Rises on Sales Outlook; Victoria's Secret Soars on Profit Beat \| Stock Movers](https://www.bloomberg.com/news/videos/2026-06-02/hpe-rises-on-sales-outlook-victoria-s-secret-soars-on-profit-beat-stock-movers) — Bloomberg
- [Broadcom Jumps 6% on Alphabet $80B AI Raise, Marvell Soars 18% on Jensen Huang's $1T Endorsement](https://finance.yahoo.com/markets/stocks/articles/broadcom-jumps-6-alphabet-80b-132541999.html) — Yahoo Finance

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