The semiconductor sector declined, with the SOXX ETF down 2.64%, largely driven by a more than 7% drop in Marvell Technology (MRVL) shares. [5, 16] Despite reporting strong current-quarter results, Marvell's guidance indicated that significant revenue from its AI chip agreement with Google would not be realized until fiscal 2029, later than investors had anticipated. [2, 5, 16] This news overshadowed recent positive momentum from Nvidia's earnings and prompted profit-taking across the sector. [5]