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

Marvell (MRVL) is the lone survivor in a chip trio that has been gutted since June. A Motley Fool analyst argues MRVL is the only one worth buying after Intel (INTC), Arm (ARM), and MRVL each dropped roughly 50-59% from their June peaks.

Despite the drawdown, all three remain up more than 40% in 2026, so the damage reflects a steep round trip from elevated highs rather than a collapse below prior levels.

The differentiator is growth trajectory. MRVL's revenue growth is accelerating to 52% year-over-year, the only name in the group showing sales momentum building rather than fading.

INTC looks weakest. PC chip revenue is declining, and Q4 guidance came in weak, a combination that undercuts the case for a rebound at current prices.

ARM sits in the middle. Royalty growth has slowed to 8%, a deceleration that raises questions about how much premium the market should pay for the stock after its slide.

The analyst's conclusion: buy MRVL at current valuations, pass on INTC and ARM. Interpretation: the market has treated all three as one trade on the way down, but fundamentals are now separating them, with MRVL's 52% growth standing apart from ARM's 8% and INTC's shrinking PC revenue.