The Marvell and Lumentum deal strengthens the case for $SIVE and $AAOI

First reported Oct 29, 2026, 01:42 UTC

Source reports

  • The Marvell and Lumentum deal strengthens the case for $SIVE and $AAOI Reports of Marvell acquiring Lumentum look to be real, according to sources from the company. Digging into the details, this deal strengthens the roadmap $MRVL has laid out to scale through AI connectivity… — @athuinvests (X), Oct 29, 2026, 01:42 UTC

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