https://www.live-feeds.com/feed/marvell-could-be-making-a-115-billion-mistake-with-lumentum-purchaseContinuously updated, source-cited coverage. https://www.live-feeds.com/feed/marvell-could-be-making-a-115-billion-mistake-with-lumentum-purchasehttps://www.live-feeds.com/feed/marvell-could-be-making-a-115-billion-mistake-with-lumentum-purchase#u177087Thu, 05 Nov 2026 09:05:55 +0000Marvell Technology announced an all-stock acquisition of Lumentum Holdings in a massive bet on artificial intelligence data center infrastructure and optical connectivity. While Reuters, CNBC, and Yahoo Finance report a value of $115 billion for the transaction, the Wall Street Journal reports an $80 billion deal figure. The deal is structured entirely in equity, meaning Lumentum shareholders will receive Marvell stock rather than cash. The combination targets optical networking technologies to support booming artificial intelligence workloads, but the agreement has immediately sparked intense