Barron's Oct 29
Marvell stock was falling on its reported interest in acquiring Lumentum, which would come with a hefty price tag.
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field that develops and studies software enabling machines to exhibit intelligent behavior
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Marvell wants to buy optics specialist Lumentum: According to insiders, chip manufacturer Marvell is in advanced talks about acquiring Lumentum Holdings ...
wallstreet-online.de/nachricht/21603339-aktie-talfahrt-marvell-optik-spezialist-lumentum-kaufen
Paid articlePaywall Marvell Is Said to Near Megadeal for Lumentum In AI Push
bloomberg.com/news/articles/2026-10-28/marvell-is-said-to-near-deal-for-lumentum-in-ai-related-megadeal
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Intel and Marvell Slip. Why Huang’s Potential Exit Is Causing Chip-Stock Nerves.: Intel stock falls along with Marvell, Lumentum, and Coherent on reports Nvidia ...
trib.al/SV3rkcT
Paid articlePaywall Can One + One = Three: Buy Lumentum, Sell Marvell: Marvell seeks to acquire Lumentum to secure photonics supply, integrate solutions, and block competitors ...
seekingalpha.com/article/4965689-can-one-plus-one-three-buy-lumentum-sell-marvell
Barron's Nov 06
Paid articlePaywall Why the Marvell and Lumentum Megadeal Has Both Stocks Headed for Historically Bad Weeks
barrons.com/articles/marvell-lumentum-stocks-tech-ai-744741c8
Driven by AI boom, two Silicon Valley chipmakers announce $115 billion merger: Marvell and Lumentum said they were combining, in a major bet on a technology ...
mercurynews.com/2026/11/03/driven-by-ai-boom-chipmakers-announce-115-billion-merger-2/
Lumentum upgraded as market reaction to Marvell deal appears overdone: Raymond James upgraded Lumentum to strong buy, calling the Marvell deal selloff overdone.
seekingalpha.com/news/4662828-lumentum-upgraded-as-market-reaction-to-marvell-deal-appears-overdone
Marvell-Lumentum deal could push Ciena, Cisco to diversify optical supply: Marvell’s Lumentum deal may push Cisco and Ciena to diversify optical suppliers amid ...
seekingalpha.com/news/4663927-marvell-lumentum-deal-could-push-ciena-cisco-to-diversify-optical-supply
The Real Reason Behind Marvell’s $115 Billion Mega-Deal Has Nothing to Do With Chips
inc.com/michael-tasner/marvell-lumentum-acquisition-simplicity-strategy/91429892
Paid articlePaywall Marvell And Lumentum Merger Doesn't Make Any Sense To Me: Marvell’s Lumentum deal brings AI upside but adds valuation, volatility, and antitrust risk ...
seekingalpha.com/article/4961589-marvell-and-lumentum-merger-doesnt-make-any-sense-to-me
trendforce Nov 03
Marvell’s Acquisition of Lumentum to Unite Optical and Electronic Capabilities, Potentially Challenging Broadcom’s Market Leadership, Says TrendForce
trendforce.com/presscenter/news/20261103-13294.html
Marvell-Lumentum deal puts Taiwan's optical communications supply chain in focus | Taiwan News | Nov. 3, 2026 16:04
taiwannews.com.tw/en/news/6471116
Paid articlePaywall Marvell and Lumentum shareholders unite in panning merger deal: ‘It’s a trash offer’
marketwatch.com/story/marvell-and-lumentum-shareholders-unite-in-panning-merger-deal-its-a-trash-offer-53a9f307
Paid articlePaywall Lumentum Earnings Preview: The AI Boom Is Already Priced In: Why Lumentum looks overvalued: explore fair value risks, supply-driven margins ...
seekingalpha.com/article/4960731-lumentum-earnings-preview-the-ai-boom-is-already-priced-in
Paid articlePaywall All the reasons Marvell investors are ‘freaking out’ as Lumentum deal rumors swirl
marketwatch.com/story/marvell-is-reportedly-close-to-buying-lumentum-analysts-say-they-see-logic-in-a-potential-deal-d7539c59
Paid articlePaywall Lumentum’s stock pops as investors cheer a possible sale to Marvell: An agreement between the companies could come next week, Bloomberg reported
trib.al/HYdtuuv
Paid articlePaywall Why Lumentum, Coherent and other optical stocks are rocketing toward big gains: Nvidia’s Jensen Huang spoke highly of Marvell, and his comments are sparking ...
marketwatch.com/story/why-lumentum-coherent-and-other-optical-stocks-are-rocketing-toward-big-gains-d5a2e9c7
Paid articlePaywall Lumentum: The AI Optics Catalyst Is Just Getting Started: Following its $2 billion investments into Lumentum and Coherent earlier March, Nvidia has doubled down ...
seekingalpha.com/article/4887875-lumentum-the-ai-optics-catalyst-is-just-getting-started
The bottom 60% of Americans are worse off than they were two years ago: The bottom 60% of American households are financially worse off than they were two years ...
seekingalpha.com/news/4567097-the-bottom-60-percent-of-americans-are-worse-off-than-they-were-two-years-ago
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