Posts
avatar

$MRVL just announced a massive $115B all stock deal to acquire $LITE Terms: • 4.5 $MRVL shares for every $LITE share • $1,132 per LITE share • 23.9% premium Ownership post deal: Marvell shareholders -> 67% Lumentum shareholders -> 33% Key highlights: • Combined TAM expands to $550B • >$1B annual run rate synergies • Accretive to non-GAAP EPS in year 1 • Full stack AI connectivity (chips + lasers + optics) Matt Murphy stays CEO. Close expected H1 2028. This is Marvell going all-in on the optical shift for AI data centers.

This content is for informational and educational purposes only. It may include third-party insights, sponsored content, or promotional material for which the creator may receive compensation. Nothing in this feed constitutes investment advice or a guarantee of returns. You are solely responsible for your own investment decisions. Always conduct your own research and exercise caution before trading. We do not guarantee the accuracy of third-party information and are not liable for any losses incurred. Past performance is not indicative of future results. Please refer to our Community Terms and Risk Disclosure Statement for details.

avatarPost your reply

Comment