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Wall Street Is Bullish on 1 of These Chip Stocks and Bearish on the Other

Source: Motley Fool

2026-07-12 13:18:00 ET

Both Marvell Technology and Intel make chips that matter to the artificial intelligence build-out, and both have plenty of fans on the internet.

What's interesting to me is that the biggest names on Wall Street, the research desks at firms like Goldman Sachs, Bank of America (NYSE: BAC) , and Morgan Stanley (NYSE: MS) , have landed on opposite sides.

One of these stocks has the big banks leaning in. The other has them holding back, politely but clearly. So who's right?

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