Nov 2 2026

Marvell signs an all-stock deal for Lumentum at a $115 billion enterprise value, then falls 12.7% as the market prices doubt about closing

MONEYCHIPS

Original reporting

No source was cited for this one in the issue that logged it. The link above searches for it instead of guessing at a URL.

4.5 Marvell shares per Lumentum share; close expected in the first half of 2028. [A](https://www.sec.gov/Archives/edgar/data/0001835632/000119312526442714/d81187dex991.htm)

Named in this event

MarvellLumentum

Open calls that touch this

Marvell signs a deal to buy Lumentum by November 30th · 65%, resolves November 30th 2026

Issues that mention Marvell, Lumentum

Around the same time

Nov 2 2026ADOPTPOLICY

Abu Dhabi signs four agreements with OpenAI, including machine-readable government rules and a five-year Frontier rollout through G42's Inception42

search for coverage

Nov 2 2026INFRAPOLICY

OpenAI commits to cut power at its own US data center campuses in grid emergencies, extending a 1-gigawatt Georgia pledge nationwide

search for coverage

Nov 2 2026MONEYINFRA

Anthropic's amended S-1 shows $16.96 billion of third-quarter revenue, a $567 million operating loss on short-term compute, and $895.4 billion of compute and infrastructure commitments

search for coverage

Nov 1 2026MONEYINFRA

Aramco completes a 49% stake in HUMAIN for about $2.6 billion in cash plus AI assets; PIF keeps 51%

search for coverage

Nov 1 2026MONEYCHIPS

Fractile raises about $700 million at roughly $6.5 billion, with the UK's Sovereign AI Fund in the round, before shipping chips in volume

search for coverage

Nov 1 2026CHIPSMONEY

South Korea's October exports hit a record $115.3 billion, up 93.7%, with chips up 259% to $56.4 billion

search for coverage