Intel, Arm, and Marvell Have Each Been Cut in Half Since June. Only 1 Is a Stock I'd Buy Now.

Intel, Arm, and Marvell stocks have each fallen approximately 50-59% from their June peaks. While all three remain up over 40% for 2026, only Marvell shows accelerating sales growth. Intel faces PC chip revenue declines and weak Q4 guidance, Arm's royalty growth has slowed to 8%, while Marvell's revenue growth is accelerating to 52% year-over-year. The analyst recommends buying only Marvell at current valuations.