Business & markets · Developing · 8 reports from 4 outlets

Marvell announces $115B all-stock deal for Lumentum

Updated · First published

Coverage so far

GodsView has logged 8 reports on this story from 4 outlets, including Seeking Alpha, MarketWatch, CNBC Markets and NYT Tech, between 2 Nov 2026, 12:17 UTC and 2 Nov 2026, 21:55 UTC.

The earliest report we saw came from Seeking Alpha (2 Nov 2026, 12:17 UTC): “Marvell announces $115B all-stock deal for Lumentum”.

The most recent, from Seeking Alpha (2 Nov 2026, 21:55 UTC): “Marvell downgraded to hold on likely overhang from Lumentum deal”.

Live timeline

Newest first. Times are when each outlet published.

  1. — Marvell downgraded to hold on likely overhang from Lumentum deal Seeking Alpha · original
  2. — ON Semiconductor sinks on Q3 results, guidance; announces $600M deal for Ferric Seeking Alpha · original
  3. — Lumentum upgraded as market reaction to Marvell deal appears overdone Seeking Alpha · original
  4. — Driven by A.I. Boom, Marvell and Lumentum Announce $115 Billion Merger NYT Tech · original
  5. — Coherent, Applied Optoelectronics upgraded by Northland on Marvell deal for Lumentum Seeking Alpha · original
  6. — Lumentum CEO touts 'enormous' opportunity in massive AI connectivity deal with Marvell CNBC Markets · original
  7. — Marvell’s deal for Lumentum is giving flashbacks to the dot-com bubble MarketWatch · original
  8. — Marvell announces $115B all-stock deal for Lumentum Seeking Alpha · original

Outlets covering this story

Seeking Alpha (5), MarketWatch (1), CNBC Markets (1), NYT Tech (1)

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