# Bank of America flagged Marvell Technology (MRVL) and Advanced Micro Devices (AMD) as two top “AI compute” stocks to buy now.

*semiconductor · news · 2026-04-10 · Barchart*

## Key points

- Bank of America named Marvell Technology and AMD as top 'AI compute' semiconductor stocks to buy now.
- Marvell recently launched a 260-lane PCIe 6.0 switch specifically for AI data centers.
- Marvell's partnership with Nvidia includes a $2 billion investment to advance photonic technologies for AI.
- AMD secured major contracts for AI systems and expanded its partnership with OpenAI for future growth.
- AMD's Helios rack-scale platform and MI450 accelerator are positioned to challenge Nvidia's AI dominance.

**Companies:** Advanced Micro Devices, Alphabet, Microsoft, Marvell Technology
**Countries:** United States

[Read the full story on Barchart](https://www.barchart.com/story/news/1245314/bank-of-america-says-marvell-and-amd-are-2-top-ai-compute-stocks-to-buy-now)

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