CNBC Investing Club

New research on our 4 semiconductor stocks shows what's working and what isn't

Matt Murphy, CEO, Marvell Technology
Scott Mlyn | CNBC

We got a few updates on our Club semiconductor names Tuesday. In-line with our views, the reports served to support the notion that the more data-center exposure a chip-making company has, the safer its sales are in this difficult investing and economic environment.

Marvell Technology

JPMorgan said in a research note that the trends in cloud data-center capital expenditures "remain strong" and supportive of Marvell Technology