Marvell and UiPath are both thriving in the AI boom—but their stock performances tell very different stories. Marvell’s semiconductor sales surged to $2.4 billion, lifting its stock 150% in a year, while UiPath’s AI-powered automation software brought in $418.4M, up 17% YoY, yet its shares dropped over 10%—showing that hardware momentum wins investor favor, while software growth struggles to translate into market confidence.
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