10 Hottest Mega-Cap Stocks of 2025

5. Marvell Technology, Inc. (NASDAQ:MRVL)

Marvell Technology Inc. had a superb last quarter, gaining over 63%. The company’s fiscal third quarter(Aug-Oct) saw it almost double its data center revenues, giving it a solid footing to catch some of the AI infrastructure spending by tech companies.

This is a deliberate move by the chipmaker, which recently shifted its focus to custom chips and networking equipment. Some of the major tech companies in the US required powerful custom chips to improve their LLM training processes. Going forward, companies will move from LLM training to inference but they will still require the powerful chips that MRVL makes.

Management expects an increasing demand due to the nature of inference. Inference requires an increasing number of clusters, which are interconnected computing resources that help run the AI tasks. Marvell provides the equipment for this interconnection, and therefore benefits from this shift in focus of the major tech companies. As technologies involving autonomy improve, this demand will increase, making MRVL one of the hottest stocks to look forward to in 2025.