<div id="readability-page-1">Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here. In the first quarter, the fund’s Investor Class fund ARTMX returned -7.40%, Advisor Class fund APDMX posted a return of -7.37%, and Institutional Class fund APHMX returned -7.35%, compared to a -7.12% return for the Russell Midcap Growth Index. US equities achieved solid Q4 gains, concluding a strong year. After a period of strong growth stock performance in 2023 and 2024, value stocks gained the lead in Q1 2025. In a risk-averse environment, investors shifted towards lower-volatility equities, especially in the utilities and consumer staples sectors, alongside those with higher dividend yields. In addition, please check the fund’s top five holdings to know its best picks in 2025. In its first-quarter 2025 investor letter, Artisan Mid Cap Fund highlighted stocks such as Marvell Technology, Inc. (NASDAQ:MRVL). Marvell Technology, Inc. (NASDAQ:MRVL) offers data infrastructure semiconductor solutions, spanning the data center core to the network edge. The one-month return of Marvell Technology, Inc. (NASDAQ:MRVL) was 21.53%, and its shares lost 11.23% of their value over the last 52 weeks. On May 05, 2025, Marvell Technology, Inc. (NASDAQ:MRVL) stock closed at $61.98 per share with a market capitalization of $53.679 billion. Artisan Mid Cap Fund stated the following regarding Marvell Technology, Inc. (NASDAQ:MRVL) in its Q1 2025 investor letter: <blockquote> “Among our top detractors were West Pharmaceutical Services, Deckers and Marvell Technology, Inc. (NASDAQ:MRVL). Marvell Technology is a semiconductor company offering networking, secure data processing and storage solutions to customers worldwide. We believe Marvell has among the broadest range of intellectual property in high-demand areas (e.g., high-bandwidth data switching and storage applications) that positions it well for the growing requirements of data centers, wireless networks and autos. Despite earnings results that we viewed quite favorably, including 78% earnings growth in its data center segment, the company’s forward guidance did not meet lofty investor expectations, and shares significantly declined in the fragile market environment for companies leveraged to AI.” </blockquote> <div id="attachment_1196410"><img src="https://imageproxy.pbkrs.com/https://imonkey-blog.imgix.net/blog/wp-content/uploads/2023/09/21110133/MRVL-insidermonkey-1695308491321-768x430.jpg/query-YXV0bz1mb3J0bWF0JmV4cGlyZXM9MTc3ODAyNTYwMCZmaXQ9Y2xpcCZoZWlnaHQ9MjY5JndpZHRoPTQ4MA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="830" height="465" original-src="https://imageproxy.pbkrs.com/https://imonkey-blog.imgix.net/blog/wp-content/uploads/2023/09/21110133/MRVL-insidermonkey-1695308491321-768x430.jpg/query-YXV0bz1mb3J0bWF0JmV4cGlyZXM9MTc3ODAyNTYwMCZmaXQ9Y2xpcCZoZWlnaHQ9MjY5JndpZHRoPTQ4MA"/>An assembly line in a semiconductor factory, with workers at their stations.</div> Marvell Technology, Inc. (NASDAQ:MRVL) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 105 hedge fund portfolios held Marvell Technology, Inc. (NASDAQ:MRVL) at the end of the fourth quarter compared to 70 in the third quarter. Marvell Technology, Inc. (NASDAQ:MRVL) reported a record revenue of $1.817 billion in the fourth quarter of fiscal 2025, above the midpoint of guidance, surging 20% sequentially and 27% year-over-year. While we acknowledge the potential of Marvell Technology, Inc. (NASDAQ:MRVL) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. In another article, we covered Marvell Technology, Inc. (NASDAQ:MRVL) and shared billionaire Ken Fisher’s technology stock picks with huge upside potential. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey.Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! My #1 AI stock pick delivered solid gains since the beginning of 2025 while popular AI stocks like NVDA and AVGO lost around 25%. The numbers speak for themselves: while giants of the AI world bleed, our AI pick delivers, showcasing the power of our research and the immense opportunity waiting to be seized. The whispers are turning into roars. Artificial intelligence isn’t science fiction anymore. It’s the revolution reshaping every industry on the planet. From driverless cars to medical breakthroughs, AI is on the cusp of a global explosion, and savvy investors stand to reap the rewards. Here’s why this is the prime moment to jump on the AI bandwagon: Exponential Growth on the Horizon: Forget linear growth – AI is poised for a hockey stick trajectory. Imagine every sector, from healthcare to finance, infused with superhuman intelligence. We’re talking disease prediction, hyper-personalized marketing, and automated logistics that streamline everything. This isn’t a maybe – it’s an inevitability. Early investors will be the ones positioned to ride the wave of this technological tsunami. Ground Floor Opportunity: Remember the early days of the internet? Those who saw the potential of tech giants back then are sitting pretty today. AI is at a similar inflection point. 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Nvidia will release its first quarter report for fiscal year 2026 ending April 27, 2025. 

According to analysts surveyed by FactSet, Nvidia's first-quarter revenue is expected to increase 66% year-on-year to $43.3 billion; adjusted earnings per share will increase 44% year-on-year to $0.88. The growth rate of revenue and profits has slowed significantly compared with the same period last year. In the same period last year, Nvidia's revenue increased by 262% year-on-year, and its adjusted earnings per share increased by 461% year-on-year.

Nvidia will release its first quarter report for fiscal year 2026 ending April 27, 2025. According to analysts surveyed by FactSet, Nvidia's first-quarter revenue is expected to increase 66% year-on-year to $43.3 billion; adjusted earnings per share will increase 44% year-on-year to $0.88. The growth rate of revenue and profits has slowed significantly compared with the same period last year. In the same period last year, Nvidia's revenue increased by 262% year-on-year, and its adjusted earnings per share increased by 461% year-on-year.

NVIDIA Financial Results for Q4 Fiscal 2025

MRVL

APAM

Marvell Technology, Inc. (NASDAQ:MRVL) faced a decline in a volatile market, with its shares losing 11.23% over the past year despite a one-month return of 21.53%. Artisan Partners highlighted Marvell as a top detractor in their Q1 2025 investor letter, citing strong earnings growth in its data center segment but disappointing forward guidance. The company reported record revenue of $1.817 billion in Q4 2025, yet investor focus has shifted towards AI stocks, which are perceived to offer higher returns in the current market environment.

Marvell Technology (MRVL) Fell in the Volatile Environment