JPMorgan sees strong earnings upside for Marvell (MRVL) following its massive custom silicon partnership expansion with Google.

Marvell gave Google a warrant to buy up to $12.2bn of its shares, unlocked as Google buys its custom AI chips. Marvell jumped, Broadcom fell.

Marvell shares jump 9.8% on Google chip design deal - SiliconANGLE