---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000880535.md"
description: "Nvidia and Marvell both got punished on margins even with beats, so the read-through I keep coming back to is that memory suppliers are on the other side of that trade right now, they're the ones with pricing power while the AI chip names are eating the cost. That dynamic doesn't reverse overnight."
datetime: "2026-09-01T08:25:13.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000880535.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000880535.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000880535.md)
author: "[Big_Angel](https://longbridge.com/en/profiles/16656601.md)"
generator: "portal-rs"
---

# Nvidia and Marvell both got punished on margins ev…


### Related Stocks

- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [MRVL.US](https://longbridge.com/en/quote/MRVL.US.md)
- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md)
- [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**