Not Nvidia. Not AMD. This Is the Best Artificial Intelligence (AI) Stock to Buy in November

Lumentum's earnings are growing at a terrific pace, a trend that's likely to continue amid the severe shortage of optical networking components.

The Motley Fool • 18 hours ago

Lumentum Stock Lights Up Thursday: What's Going On?

Lumentum Holdings Inc. (NASDAQ:LITE) shares are continuing to trade higher Thursday after a report from late Wednesday said that Marvell Technology Inc. (NASDAQ:MRVL) is in advanced talks to acquire the optical components maker.

Benzinga • 13 hours ago

Marvell's Lumentum Bid Is a Bet That Light, Not Copper, Wins the AI Data Center

Late on October 28, 2026, Bloomberg reported that Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) is near a deal to buy Lumentum Holdings (NASDAQ:LITE) in an AI push. This is a reported deal.

24/7 Wall Street • 13 hours ago

Marvell Sinks 13%, Lumentum Jumps 6% on Reported Acquisition Talks; Coherent Holds Flat, Applied Optoelectronics Drops 3%

Traders are rewarding the target and punishing the buyer as Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) reportedly closes in on a deal to lock up scarce optical components for AI data centers, while rival optics names aren't getting a

24/7 Wall Street • 11 hours ago

Lumentum (LITE) Earnings Expected to Grow: Should You Buy?

Lumentum (LITE) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Zacks Investment Research • 9 hours ago

Marvell is reportedly close to buying Lumentum. Analysts say they see logic in a potential deal.

Shares in Marvell Technology have tumbled after a report that the chip company is close to buying optical-networking technologies manufacturer Lumentum Holdings. But analysts say the potential combination could make a lot of sense.

Market Watch • 11 hours ago

LITE's Transceivers Gain From AI Infrastructure Demand: What's Ahead?

Lumentum's record cloud transceiver shipments and expanding 1.6T rollout fuel AI-driven growth, but margin gaps and premium valuation remain key challenges.

Zacks Investment Research • 7 hours ago

Nvidia-Backed Marvell, Lumentum Could Be Nearing Deal

Chip designer Marvell Technology and optical components maker Lumentum could be moving toward a merger.

Investopedia • 3 hours ago

Marvell Stock Tumbles Amid Lumentum Bid Talks

Marvell Technology Inc. (NASDAQ:MRVL) shares are falling Thursday after a report said the chipmaker is far along in negotiations to acquire Lumentum, a maker of optical parts for AI data centers.

Benzinga • 5 hours ago

Stock Market Today, Oct. 29: Marvell Falls on Lumentum Acquisition Talks

NASDAQ · As of 4:00 PM ET 10/29/26

The Motley Fool • 2 hours ago