Marvell Technology, Inc. - Common Stock (MRVL)

Micron and Nvidia both have compelling tailwinds as investments in artificial intelligence (AI) infrastructure accelerate.

Check out the companies making headlines yesterday: Kosmos Energy (NYSE:KOS): Oil and gas producer Kosmos Energy (NYSE:KOS) fell by 12.9% on Monday after the...

Shares of Marvell were down big on Monday after it announced it would be acquiring Lumentum.

On Nov. 2, 2026, the data infrastructure chipmaker unveiled a major deal that sent its shares down 13% and sparked investor concerns over dilution and financing risk.

The AI build-out requires much more than chips.

Marvell Technology agreed to acquire optical leader Lumentum. The market hates it.

Is Lumentum a bargain after today’s drop? It trades below Marvell’s offer, but there’s a catch.

What happened? Shares of networking chips designer Marvell Technology (NASDAQ: MRVL) fell 8.8% in the afternoon session after the company announced an agreem...

Marvell Technology (NASDAQ:MRVL) said it has agreed to combine with photonics provider Lumentum, positioning the combined company to pursue growing demand for optical connectivity in artificial intelligence infrastructure. Marvell Chairman and CEO Matt Murphy said the transaction would bring togeth

Marvell trades at a higher earnings multiple, while SK Hynix operates in an industry famous for cyclical swings.

Lumentum is reporting increasing revenue growth as demand for its products accelerates.

Marvell is reportedly in advanced, all-stock talks to buy Lumentum for about $83 billion to expand in optical networking, sending Marvell shares down roughly 13%.

As Marvell considers a major acquisition, I evaluate the opportunity for investors.

Semiconductors are the core infrastructure powering the Information Age. Still, they’re subject to swings in the broader economy because customers often stoc...

Today, Oct. 29, 2026, investors weighed financing risks as the semiconductor maker pursued an optics supplier deal to bolster its AI infrastructure strategy.

Artificial intelligence (AI) hyperscalers such as Alphabet, Amazon, Meta Platforms, and Microsoft are all investing in custom chips.

Marvell is reportedly close to a massive optics deal, but investors are worried about what it could cost existing shareholders.