Marvell to Acquire Lumentum in $115 Billion Deal to Lead AI Connectivity
Lumentum shareholders get 4.5 Marvell shares in a $115 billion deal aimed at scaling optical solutions for AI infrastructure.
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Marvell Nears Deal to Acquire Lumentum in AI Optics Megadeal
Advanced talks between Marvell and Lumentum could lead to a large AI optics deal. Markets reacted sharply as investors weigh size, cost, and strategic fit.
StoneX Initiates Buy Ratings on Coherent and Lumentum, Cites AI Optical Demand and Capacity Expansions
StoneX starts Buy ratings on Coherent and Lumentum, highlighting six-inch InP expansion and AI-related optoelectronic capacity committed into 2029.
Apple Hits $5 Trillion as AI Stocks Slide on Anthropic Slowdown and Inflation
Apple’s first close above $5 trillion came as AI stocks sold off on Anthropic’s weaker sequential growth and a hotter-than-expected CPI.
Lumentum Says AI Optical Parts Are Sold Out Through Early 2029
Lumentum CEO says AI optical parts are sold out through early 2029, with large supply shortfalls expected through 2028.
Bernstein Calls Networking and Optical Stocks AI Winners, Led by Celestica
Bernstein’s top pick is Celestica at $520. It also rates Lumentum, Coherent and Ciena Outperform on AI data-center demand.