Marvell Is in Talks to Buy an $83 Billion AI Laser Maker

Marvell is closing in on a deal that would hand it control of the light sources powering AI data centers, but the buyer's stock dropped sharply after hours while the target surged, and a $2 billion NVIDIA stake in the

24/7 Wall Street • 8 hours ago

Why Marvell Stock Is Down Today

Marvell shares fell after Bloomberg reported that the chipmaker is in advanced talks to acquire Lumentum. The deal is expected to be all stock, according to Bloomberg, which would dilute existing Marvell shareholders.

The Motley Fool • 3 hours ago

Not Nvidia. Not AMD. This Custom AI Chip Designer Could Outperform Both by 2030.

Big tech is trying to diversify their chip stack away from Nvidia and AMD by designing their own silicon. Marvell Technology specializes in custom chip solutions as well as critical networking infrastructure for data centers.

The Motley Fool • 2 hours ago

Prediction: Marvell Stock Will Be Worth This Much by 2030

The custom silicon business is a core growth engine for the company, which already designs chips going to the big four hyperscalers. Management is targeting annual earnings of about $30 per share by 2030 at the midpoint, though its base case assumes roughly $20 per share.

The Motley Fool • 9 hours ago

2 Reasons I'd Buy Marvell Stock More Than 20% Below Its Record, and 1 Reason I'd Wait

Marvell lifted its fiscal 2028 revenue forecast to about $20 billion in early October. Shares trade at around 34 times the earnings expected for fiscal 2028.

The Motley Fool • 16 hours ago

Is Marvell (MRVL) stock a Buy after 10% overnight crash?

Investors reacted violently to the news that Marvell (NASDAQ: MRVL) is in the final stages of acquiring Lumentum (NASDAQ: LITE), sending the stock 9.97% lower to $226.55 in the after-hours session on Wednesday, October 28.

Finbold • 12 hours ago

Marvell Stock Dropped 11% on a Deal That Could Make It More Like Broadcom

The market saw potential dilution. BNP Paribas sees a chance for Marvell Technology, Inc. (NASDAQ:MRVL) to become a more formidable player in AI infrastructure.

Benzinga • 5 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 • 8 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 • 11 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 • 8 hours ago