Big Tech Radar: Intuit, Marvell, Microsoft in Focus
Rendy Andriyanto
Gotrade Team
Reviewed by Gotrade Internal Analyst
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Gotrade News - The Motley Fool published three June 1 reports flagging Intuit, Marvell, and Microsoft as US big-tech stocks worth watching. Each piece tied the call to a fresh May 29 price move and a distinct catalyst or risk vector.
The roundup arrives after a turbulent May for software and AI hardware names, with valuations and insider activity dominating debates. Investors are weighing whether recent drawdowns and rallies reflect durable trends or short-term repricing.
Key Takeaways
Intuit traded at $353.85 on May 29 after a sharp 2026 drawdown that bulls now frame as a generational entry.
Marvell closed near a recent all-time high at $219.43, supported by AI semiconductor demand and an optimistic management outlook.
Microsoft sat at $460.94 with a $37 billion AI run rate cited as the bull case against insider selling concerns.
According to The Motley Fool, Intuit (INTU) rebounded 6.73% to $353.85 on May 29 after a sharp slide earlier in 2026. Sister coverage on May 21 described shares as "absolutely hammered" despite a beat-and-raise quarter.
The bull thesis frames the drawdown as a generational entry into a dominant tax and small-business software franchise. The bear case, flagged in a May 26 piece "Is OpenAI Coming for Intuit Next?", points to AI pressure on tax workflows.
As reported by The Motley Fool, Marvell Technology (MRVL) traded at $219.43 on May 29, up 7.04% intraday. Related commentary noted shares recently hit a new all-time high on AI semiconductor momentum.
Management was characterized as optimistic and reporting an increase in business, per the Q1 fiscal 2027 transcript published May 27. The custom ASIC franchise serving AI data-center customers remains the primary growth engine cited by the publication.
Intuit and Marvell sit on opposite sides of the AI narrative for software investors right now. One faces direct competitive disruption from large language models, while the other supplies the silicon that powers them.
Microsoft Bull-Bear Setup
Per The Motley Fool analyst Parkev Tatevosian, Microsoft (MSFT) traded at $460.94 on May 29, up 2.38% intraday. The bull pillar cited is a $37 billion AI annualized run rate within the cloud business.
The risk side centers on insider activity, with the report flagging that Bill Gates is reducing his Microsoft position. The piece frames the setup as a balance between AI-driven cloud growth and valuation plus insider-selling concerns.
Tatevosian noted his own positions in Microsoft, and The Motley Fool also recommends the stock at current levels. That disclosure reinforces the analyst's constructive lean despite the insider activity flagged in the piece.
For investors building a US big-tech radar list, the three names span distinct risk profiles. Intuit offers a contrarian drawdown story, Marvell offers AI infrastructure exposure, and Microsoft offers a balanced large-cap cloud bet.
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