The Information corroborates Marvell-Lumentum talks
4 Oct 28 6:30 PM · 16d ago · 149 articles · 1 video · 30 posts · 13 comments · 8 sources · development 4 of 4
The Information independently reports Marvell is in talks to buy Lumentum, adding a second outlet's confirmation of the Bloomberg scoop.
Marvell Technology Inc. Prospective acquirerLumentum Holdings Inc. Acquisition target
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What was reported 2 claims about this development
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first by Seeking Alpha, 11d ago · also Silicon Republic, Silicon UK, SiliconANGLE, Yahoo Finance, CNBC, Bloomberg +11
17 more headlines
- Marvell acquires Lumentum in second-largest-ever tech deal Silicon Republic · 11d ago
- Marvell To Acquire Lumentum In Record $115bn Deal Silicon UK · 11d ago
- Marvell Agrees to Acquire Lumentum in All-Stock AI Connectivity Deal Unite.AI · 11d ago
- Marvell to acquire optical component maker Lumentum in massive $115B deal SiliconANGLE · 11d ago
- Marvell goes all in on with historic Lumentum deal Yahoo Finance · 11d ago
- Marvell agrees to acquire optical components maker Lumentum in a $115B all-stock deal, as it aims to rival Broadcom; Nvidia invested $2B in each company in 2026 CNBC · 11d ago
- Marvell announces $115B all-stock deal for Lumentum Seeking Alpha · 11d ago
- Marvell's $115B Lumentum acquisition is one of the biggest tech deals ever and 2026's top M&A deal; Lumentum is up 128% YTD, giving it a ~$76B market cap Bloomberg · 11d ago
- Marvell agrees to acquire optical components maker Lumentum in a $115B deal, as it seeks to rival Broadcom; Nvidia invested $2B in both Marvell and Lumentum Reuters · 11d ago
- AI Connectivity Chipmaker Marvell to Acquire Lumentum for $115B WOWTALE · 11d ago
- Marvell Agrees To Buy Lumentum In $115B Deal Targeting $550B AI Market Forbes Middle East · 11d ago
- Marvell to acquire Lumentum in $115B all-stock deal, one of tech's largest ever San Francisco Business Times · 11d ago
- US chipmaker Marvell agrees to buy Lumentum in $115B deal to expand in AI data centers Anadolu Agency · 11d ago
- In one of the largest deals in tech history, Marvell buys Lumentum for $115B TechCrunch · 11d ago
- Marvell, Lumentum tout historic $115B deal to create ‘category leader’ in AI connectivity Fox Business · 11d ago
- Marvell agrees to acquire Lumentum in $115bn all-stock deal Yahoo Finance · 10d ago
- Marvell to Acquire Lumentum in Historic $115B Tech Deal Bloomberg Markets · 10d ago
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first by International Business Times, 11d ago · also The Economic Times, Yahoo Finance, Motley Fool, The Globe and Mail, Barron's Online, Barron's +3
8 more headlines
- Why are Marvell and Lumentum share prices down over $115 billion acquisition? The Economic Times · 11d ago
- Marvell to purchase Lumentum for $115 billion as AI boom drives demand for connectivity Yahoo Finance · 11d ago
- Stock Market Today, Nov. 2: Marvell Announces $115 Billion All-Stock Acquisition of Lumentum Motley Fool · 11d ago
- Marvell Could Be Making a $115 Billion Mistake With Lumentum Purchase Barron's Online · 11d ago
- Marvell's $115 Billion Lumentum Deal Tests The AI Optics Thesis Finimize · 11d ago
- Marvell and Lumentum to merge in $115 billion blockbuster Axios · 11d ago
- Marvell To Buy Lumentum For $115 Billion As AI Data Centers Move To Optics Forbes · 11d ago
- Marvell Pays $115 Billion in Stock for Lumentum to Own the AI Shift to Optics Yahoo Finance · 10d ago
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What people said 24 voices · best of 27 · verbatim
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Marvell's planned purchase of Lumentum is one of the biggest acquisitions in tech history. And they both have the same strategic investor: Nvidia. https:// techcrunch.com/2026/11/02/in-o ne-of-the-largest-deals-in-tech-history-marvell-buys-lumentum-for-115b/?utm_source=dlvr.it&utm_medium=mastodon
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Marvell agrees to buy Lumentum in a $115 billion all-stock deal Lumentum makes lasers and optical chips for data centers. It is one of the largest tech deals ever.
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Yes it does in a way. CEO probably didnt want to be there for the long term and wanted out. People sell for many reasons. No CEO would come out and say they sold because company overvalued or even that demand is about to fall off. So that is speculation on something that will never be confirmed. I personally have no position in either company. But…
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Today, Marvell announced an agreement to combine with @Lumentum, bringing together two of the fastest-growing enablers of AI to create a category leader in AI connectivity. As AI infrastructure scales and optical connectivity moves closer to compute, customers need increasingly integrated solution...
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Marvell to Acquire Lumentum in Historic $115 Billion Tech Deal https://www. bloomberg.com/news/articles/20 26-11-02/marvell-reaches-115-billion-deal-for-lumentum-holdings?accessToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzb3VyY2UiOiJTdWJzY3JpYmVyR2lmdGVkQXJ0aWNsZSIsImlhdCI6MTc5MzY1MDQyOSwiZXhwIjoxNzk0MjU1MjI5LCJhcnRpY2xlSWQiOiJUTk40UUdUOTZPU0cwMC…
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Marvell agreed to buy data-center optics maker Lumentum for $115B — one of the biggest AI-infrastructure deals this year. Watching for how this affects the IP after closing.
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This is the weirdest acquistion I've ever seen. Lumentum's share price is now tied to Marvell's stock price (every Lumentum share is now 4.5 shares of Marvell). Marvell is paying a premium and basically buys Lumentum at over $1100. Marvell needs to dilute to buy Lumentum, so the market sells off Marvell. Marvel is nowhere close to the $250/share…
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I've said @MarvellTech times and integrates its M&A well. The $115B all-stock deal for @Lumentum is the biggest test yet. $MRVL $LITE Inphi brought the DSPs, Celestial AI the photonic fabric, Lumentum the lasers, the scarcest part of the AI network. Right strategy, big price.
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https://www. europesays.com/us/1161257/ Marvell Technology Is Acquiring Lumentum. Why Does the Market Hate the Move? # 401k # Business # BusinessNews # Economy # Finance # FinancialInformation # investing # InvestmentTools # investor # MarketNews # Markets # Mortgage # MutualFunds # PersonalFinance # quote # RealEstate # retirement # stock #…
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#IQE🆙 +4%✅38.8p✅ $IQE A @bloomberg.com scoop Marvell $MRVL IS in advanced talks to buy data center optics maker $LITE Lumentum. A potential megadeal amid the race to scale up in the artificial intelligence sector
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So you are making comments about stocks you know very little about? Do you not see the top comment of this thread 😂. What’s all this I hear about Marvel Comics buying Lululemon? At least I gave the thread a serious response instead of a useless joke which is the current top comment in thread.
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Big tech scoop: Marvell is in advanced talks to buy Lumentum, an $83 billion company, sources say. Story with the best @rngould @davidcarnevali
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With Nvidia’s blessing, Marvell plans $115 billion purchase of Lumentum https://www. heise.de/en/news/With-Nvidia-s -blessing-Marvell-plans-115-billion-purchase-of-Lumentum-11508794.html?utm_source=flipboard&utm_medium=activitypub Posted into heise online international @ heise-online-international-heiseonline
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the place to see the real dilution is the pro forma share count in the merger filing, it'll show how much of the combined company old marvell holders end up owning. with a fixed exchange ratio and no cash, lite holders are basically just taking on marvell's price risk too.
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Watch Marvell in Talks to Buy Nvidia-Backed Lumentum - Bloomberg https://www. bloomberg.com/news/videos/2026 -10-29/marvell-in-talks-to-buy-nvidia-backed-lumentum-video?utm_source=flipboard&utm_medium=activitypub Posted into Bloomberg Television @ bloomberg-television-bloomberg
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I have no position in either MRVL or LITE stock. I was speaking neutrally. Honestly the majority of the stuff I own dont really get threads made for them. So I have to talk about stocks I honestly dont care about just to join in on the discussion.
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Marvell to buy Nvidia-backed Lumentum in a $115bn all-stock deal https:// thenextweb.com/news/marvell-lu mentum-acquisition-115bn-all-stock?utm_source=flipboard&utm_medium=activitypub Posted into TNW - All Stories @ tnw-all-stories-thenextweb
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Well you ( and I ) chose lumentum for a reason, so they'll still exist, just within Marvell, so lumentum's moat now becomes marvell's. So idk, I'll probably keep holding the new shares after the merger.
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Marvell to Buy Lumentum In $115 Billion Bet On AI Connectivity Link: https:// slashdot.org/story/26/11/02/15 27241/marvell-to-buy-lumentum-in-115-billion-bet-on-ai-connectivity
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It's hard to tell whether MRVL is "massively diluting itself". They are if LITE is indeed massively overvalued but at least for the short term with the AI boom, it's not that white and black.
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https://www. europesays.com/us/1160686/ Marvell to acquire Lumentum in $115bn AI connectivity deal # Computing # Technology # UnitedStates # UnitedStates # US
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So what happens to Nvidia's 2 billion dollar investment into LITE? It's now a 2b investment into Marvell? I wonder how Nvidia feels about this.
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I mean they must have a board of directors. We don't need to blame it all on the CEO. Why does the board think it's a good idea?
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Where they re going to get half in cash. They have 3,5B. A40% on top of yesterdays close is 116B. Their own MC is 220B.
All 4 developments of Marvell Nears ~$83B Deal to Buy AI Optics Maker Lumentum →
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