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Business
Why Sandisk and Lumentum Are Leading the AI Comeback
Sandisk surged 16% as a storage rally returned ahead of an 8-for-1 split, while Barron's framed Sandisk and Lumentum as leaders of an AI comeback.
Lumentum
23 trends tracked about this subject — the full history, oldest to newest below.
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Lumentum Sell-Off After Marvell Offer Raises Chance of Alternate Bid
9 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Tesla-SpaceX Merger: What the Marvell-Lumentum Backlash Tells Investors
Market coverage examines investor reactions to a potential Tesla-SpaceX merger alongside recent Marvell and Lumentum stock plunges.
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Analysts downgrade Marvell and slash price targets over Lumentum deal
3 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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How Marvell and Lumentum stack up in AI's optical race
Marvell is pursuing a mega-acquisition of Lumentum to strengthen its position in the optical infrastructure race for AI.
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Wall Street May Be Underestimating This Smaller AI Chip Stock
Analysts are debating whether Marvell Technology is a risky investment or a deeply undervalued AI infrastructure play as earnings approach.
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Nvidia’s Huang Gave Blessing to Marvell-Lumentum Megadeal
Marvell has agreed to acquire Lumentum in a massive all-stock deal valued between $100 billion and $115 billion, sparking mixed market reactions.
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Nasdaq Slide Clouds Asian Open, Oil Falls on Iran: Markets Wrap
Global markets face volatility as a Nasdaq slide affects Asian openings and oil prices plunge amid Iran-related developments.
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Marvell, Lumentum tout historic $115B deal to create ‘category leader’ in AI connectivity
Marvell and Lumentum are pursuing a historic $115 billion merger to establish a category leader in AI connectivity, though Chinese regulatory hurdles loom.
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Stock Market Today: Dow Rallies As Marvell, Lumentum Crater; These Stocks Clear Entries (Live Coverage)
The Dow Jones Industrial Average rebounds as U.S. markets navigate a volatile mix of midterm election anticipation and tech sector instability.
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Marvell, Lumentum, Oracle, SpaceX, Rivian, Apple, Palantir, and More Stocks That Explain Today’s Market
Market coverage focuses on upcoming stock movements involving major technology companies including Apple and Palantir.
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Marvell Could Be Making a $115 Billion Mistake With Lumentum Purchase
Marvell Technology's massive $115 billion all-stock acquisition of Lumentum sparks intense debate over AI networking valuations and strategic risk.
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Chip Maker Marvell Agrees to Buy Lumentum in $80 Billion Deal
Chip maker Marvell moves to acquire data centre component maker Lumentum in a massive multibillion-dollar transaction.
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Meet the Underrated Artificial Intelligence (AI) Stock That Could Soar 255% in a Year, According to Wall Street
4 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Lumentum stock rises on report of possible merger with Marvell
1 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Lumentum Jumps On Marvell Buyout Report
4 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Marvell Is Said to Near Deal for Lumentum In AI-Related Megadeal
9 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Lumentum Stock Jumps as Stellar Earnings Extend Blazing-Hot Run
3 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Lumentum Q4 results feature 109% revenue surge with more growth ahead on AI demand
2 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Lumentum Earnings, Revenue Top Estimates As New Products Ramp
Lumentum reports earnings and revenue that exceed estimates as AI demand drives a doubling of sales and new product ramps.
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Marvell Stock, Corning, and Lumentum Surge on Report of Import China Ban
3 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Barclays upgrades Lumentum, cuts Allegro, Penguin before chip earnings
Barclays reshuffles its ratings for optical communications firms, upgrading Lumentum amid surging AI computing demand.
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Micron, Lumentum, Sweetgreen, AMC, Domino’s, and More Stocks That Explain Today’s Market
Market volatility persists as investors weigh AI-driven tech spending against mixed quarterly earnings performances across the sector.