POPA Recon$MRVL $LITE $AAOI $SIVE (Bloomberg) -- Marvell Technology Inc. is in advanced talks to buy data center optics maker Lumentum Holdings Inc…
Source reports
- $MRVL $LITE $AAOI $SIVE (Bloomberg) -- Marvell Technology Inc. is in advanced talks to buy data center optics maker Lumentum Holdings Inc., according to people familiar with the matter, a potential megadeal amid the race to scale up in the artificial intelligence sector. A deal… — @TheValueist (X), Oct 28, 2026, 21:17 UTC
- This makes no sense. LITE is already a huge % of MRVL's market cap. Bloomberg: "Marvell Technology Inc. is in advanced talks to buy data center optics maker Lumentum Holdings Inc., according to people familiar with the matter, a potential megadeal amid the race to scale up in… — @firstadopter (X), Oct 28, 2026, 21:21 UTC
- Marvell $MRVL is reportedly in advanced talks to acquire Lumentum $LITE, according to Bloomberg reporting summarized by The Fly. No deal has been announced, but the companies’ sizes show how significant this would be: Lumentum was worth roughly $83B at the regular-session close… — @josenajarro (X), Oct 28, 2026, 21:51 UTC
- ☕10/29 モーニング環境分析☕ データ取得：7:59〜8:23／寄り前暫定 日本株はGU想定、主役は上方修正と自社株買いのアドバンテスト。ただし、米株時間外の反落と前日の上昇銘柄の少なさは考慮。 【前日の日本株｜10/28】 日経63,954円（＋1.08％）。 TOPIX−0.14％／グロース250＋1.75％。 プライム上昇432・下落1,096。 上位5銘柄の押上げ828円が日経の上昇686円を上回り、全面高ではない。 【今朝の先物・CFD】 大取夜間64,360／今朝CME円建て64,540／CFD64,452。… — @akameneko31 (X), Oct 28, 2026, 23:39 UTC
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