No use. All of them will crash-To The Moon - Tiger Brokers Online Investing Community - To The Moon

No use. All of them will crash to 0. Because I bought it

Marvell to Buy Lumentum in $115 Billion Deal in AI Data-Center Bet

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Guavaxf3006
11-03 04:42
Guavaxf3006
Eh, were you talking about me? Haha.
Have no fear. If AI lives, we will be made good.
Not all AI stocks are in trouble. MRVL and Broadcom are in the providence of essential services that enables the chips to “talk” to each other. Their products are crucial to the ways next gen datacentres work.

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All of them will crash to 0. Because I bought it&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p>No use. All of them will crash to 0. Because I bought it&nbsp;</p></body></html>","text":"No use. All of them will crash to 0. Because I bought it","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/625063028912280","repostId":2680751702,"repostType":2,"repost":{"id":"2680751702","kind":"live","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1793621485,"share":"https://ttm.financial/m/news/2680751702?lang=en_US&edition=fundamental","pubTime":"2026-11-02 20:11","market":"us","language":"en","title":"Marvell to Buy Lumentum in $115 Billion Deal in AI Data-Center Bet","url":"https://stock-news.laohu8.com/highlight/detail?id=2680751702","media":"Reuters","summary":"Marvell Technology is buying optical-components maker Lumentum in a deal valued at $115 billion, as ","content":"<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/MRVL\">Marvell Technology</a> is buying optical-components maker <a href=\"https://laohu8.com/S/LITE\">Lumentum</a> in a deal valued at $115 billion, as the custom chipmaker steps up its challenge to larger rival <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a> amid an AI spending boom.</p><p style=\"text-align: left;\">The deal, announced on Monday, is one of the biggest in 2026 and among the boldest corporate bets yet on an AI boom that chip executives expect to underpin industry demand for years.</p><p style=\"text-align: left;\">By buying Lumentum - a company roughly half its size - Marvell is betting that Big Tech&#39;s AI spending boom is here to stay and would keep demand for optical components used to move data at high speeds outstripping supply.</p><p style=\"text-align: left;\">AI chip giant <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> invested $2 billion each in Marvell and Lumentum earlier this year.</p><p style=\"text-align: left;\">Just three years ago, Marvell was a relatively little-known chipmaker. But its market value has since surged to more than $170 billion, thanks to its role in helping tech giants such as <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> develop custom AI chips and networking technology for data centers.</p><p style=\"text-align: left;\">Monday&#39;s deal could also add more muscle to Marvell in its race with rival Broadcom, which has long been Alphabet-owned GOOGL.O Google&#39;s main custom-chip partner and offers customers a broader menu of AI data center hardware under one roof.</p><p style=\"text-align: left;\">Marvell notched one of its biggest wins in August, signing a deal to supply chips that sit alongside Google&#39;s AI processors worth up to $120 billion in sales through fiscal 2033, giving the search giant the right to buy a $12.2 billion stake.</p><p style=\"text-align: left;\">LUMENTUM COULD BENEFIT FROM PROPOSED CHINESE BAN</p><p style=\"text-align: left;\">Since the Marvell-Lumentum talks were first reported late last month, Lumentum&#39;s shares have fallen about 8% and Marvell about 22%, as a broad-based chip selloff accelerated following Intel&#39;s weak forecast.</p><p style=\"text-align: left;\">Lumentum, which competes with US-listed <a href=\"https://laohu8.com/S/COHR\">Coherent</a> COHR.N and China&#39;s <a href=\"https://laohu8.com/S/300308\">Zhongji Innolight</a> 300308.SZ, stands to benefit from a proposed US ban on new Chinese optical transceivers that could shift demand toward domestic suppliers.</p><p style=\"text-align: left;\">Marvell has already been beefing up its photonics business this year. It closed a $3.5 billion purchase of Celestial AI in February as rising use of AI agents and chatbots drives demand for faster optical links connecting thousands of chips in AI data centers.</p><p style=\"text-align: left;\">Shares of Marvell hit a record high in June after Nvidia CEO Jensen Huang called the custom chipmaker the next &#34;trillion-dollar company.&#34; Its annual revenue has more than doubling from $3 billion in fiscal 2021 to $8.2 billion in fiscal 2026.</p><p style=\"text-align: left;\">Marvell&#39;s acquisition of Lumentum is its largest purchase since its $10 billion buyout of <a href=\"https://laohu8.com/S/IPHI\">Inphi</a> in 2021.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Marvell to Buy Lumentum in $115 Billion Deal in AI Data-Center Bet</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMarvell to Buy Lumentum in $115 Billion Deal in AI Data-Center Bet\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-11-02 20:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/MRVL\">Marvell Technology</a> is buying optical-components maker <a href=\"https://laohu8.com/S/LITE\">Lumentum</a> in a deal valued at $115 billion, as the custom chipmaker steps up its challenge to larger rival <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a> amid an AI spending boom.</p><p style=\"text-align: left;\">The deal, announced on Monday, is one of the biggest in 2026 and among the boldest corporate bets yet on an AI boom that chip executives expect to underpin industry demand for years.</p><p style=\"text-align: left;\">By buying Lumentum - a company roughly half its size - Marvell is betting that Big Tech&#39;s AI spending boom is here to stay and would keep demand for optical components used to move data at high speeds outstripping supply.</p><p style=\"text-align: left;\">AI chip giant <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> invested $2 billion each in Marvell and Lumentum earlier this year.</p><p style=\"text-align: left;\">Just three years ago, Marvell was a relatively little-known chipmaker. But its market value has since surged to more than $170 billion, thanks to its role in helping tech giants such as <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> develop custom AI chips and networking technology for data centers.</p><p style=\"text-align: left;\">Monday&#39;s deal could also add more muscle to Marvell in its race with rival Broadcom, which has long been Alphabet-owned GOOGL.O Google&#39;s main custom-chip partner and offers customers a broader menu of AI data center hardware under one roof.</p><p style=\"text-align: left;\">Marvell notched one of its biggest wins in August, signing a deal to supply chips that sit alongside Google&#39;s AI processors worth up to $120 billion in sales through fiscal 2033, giving the search giant the right to buy a $12.2 billion stake.</p><p style=\"text-align: left;\">LUMENTUM COULD BENEFIT FROM PROPOSED CHINESE BAN</p><p style=\"text-align: left;\">Since the Marvell-Lumentum talks were first reported late last month, Lumentum&#39;s shares have fallen about 8% and Marvell about 22%, as a broad-based chip selloff accelerated following Intel&#39;s weak forecast.</p><p style=\"text-align: left;\">Lumentum, which competes with US-listed <a href=\"https://laohu8.com/S/COHR\">Coherent</a> COHR.N and China&#39;s <a href=\"https://laohu8.com/S/300308\">Zhongji Innolight</a> 300308.SZ, stands to benefit from a proposed US ban on new Chinese optical transceivers that could shift demand toward domestic suppliers.</p><p style=\"text-align: left;\">Marvell has already been beefing up its photonics business this year. It closed a $3.5 billion purchase of Celestial AI in February as rising use of AI agents and chatbots drives demand for faster optical links connecting thousands of chips in AI data centers.</p><p style=\"text-align: left;\">Shares of Marvell hit a record high in June after Nvidia CEO Jensen Huang called the custom chipmaker the next &#34;trillion-dollar company.&#34; Its annual revenue has more than doubling from $3 billion in fiscal 2021 to $8.2 billion in fiscal 2026.</p><p style=\"text-align: left;\">Marvell&#39;s acquisition of Lumentum is its largest purchase since its $10 billion buyout of <a href=\"https://laohu8.com/S/IPHI\">Inphi</a> in 2021.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QQQA":"ProShares Nasdaq-100 Dorsey Wright Momentum ETF","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4588":"碎股","LUMA":"KraneShares Photonic and Optical ETF","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","GTEK":"Goldman Sachs Future Tech Leaders Equity ETF","LU0444971666.USD":"天利全球科技基金","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1169589451.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"A\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","FTXL":"First Trust Nasdaq Semiconductor ETF","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","AIFD":"TCW Artificial Intelligence ETF","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU1169590202.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"I\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","FAI":"First Trust Bloomberg Artificial Intelligence ETF","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","BK4605":"半导体精选","IE00BLSP4452.SGD":"Legg Mason ClearBridge - 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a company roughly half its size - Marvell is betting that Big Tech's AI spending boom is here to stay and would keep demand for optical components used to move data at high speeds outstripping supply.AI chip giant Nvidia invested $2 billion each in Marvell and Lumentum earlier this year.Just three years ago, Marvell was a relatively little-known chipmaker. But its market value has since surged to more than $170 billion, thanks to its role in helping tech giants such as Amazon develop custom AI chips and networking technology for data centers.Monday's deal could also add more muscle to Marvell in its race with rival Broadcom, which has long been Alphabet-owned GOOGL.O Google's main custom-chip partner and offers customers a broader menu of AI data center hardware under one roof.Marvell notched one of its biggest wins in August, signing a deal to supply chips that sit alongside Google's AI processors worth up to $120 billion in sales through fiscal 2033, giving the search giant the right to buy a $12.2 billion stake.LUMENTUM COULD BENEFIT FROM PROPOSED CHINESE BANSince the Marvell-Lumentum talks were first reported late last month, Lumentum's shares have fallen about 8% and Marvell about 22%, as a broad-based chip selloff accelerated following Intel's weak forecast.Lumentum, which competes with US-listed Coherent COHR.N and China's Zhongji Innolight 300308.SZ, stands to benefit from a proposed US ban on new Chinese optical transceivers that could shift demand toward domestic suppliers.Marvell has already been beefing up its photonics business this year. It closed a $3.5 billion purchase of Celestial AI in February as rising use of AI agents and chatbots drives demand for faster optical links connecting thousands of chips in AI data centers.Shares of Marvell hit a record high in June after Nvidia CEO Jensen Huang called the custom chipmaker the next \"trillion-dollar company.\" Its annual revenue has more than doubling from $3 billion in fiscal 2021 to $8.2 billion in fiscal 2026.Marvell's acquisition of Lumentum is its largest purchase since its $10 billion buyout of Inphi in 2021.","news_type":1,"symbols_score_info":{"LITU":0.6,"WUGI":0.6,"AIS":0.6,"SOXY":0.6,"MRVX":0.6,"AIFD":0.6,"FDTX":0.6,"MRVU":0.6,"SMHX":0.6,"LITG":0.6,"LUMA":0.6,"LITX":0.6,"ARTY":0.6,"FTXL":0.6,"FXL":0.6,"LITZ":0.6,"FAI":0.6,"LITE":1.98,"LAZR":0.6,"DTCR":0.6,"EGGY":0.6,"FOTO":0.6,"XNTK":0.6,"GTEK":0.6,"MRVL":1.98,"QQQA":0.6,"LITC":0.6,"MVLL":0.6}},"isVote":1,"tweetType":1,"viewCount":60,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":44,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":625100791324816,"commentId":"625100791324816","gmtCreate":1793652156342,"gmtModify":1793652504889,"authorId":3576140222331577,"author":{"id":3576140222331577,"idStr":"3576140222331577","authorId":3576140222331577,"name":"Guavaxf3006","avatar":"https://static.tigerbbs.com/1ff15ff6aa254c9130f9af922f7e2447","vip":1,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectEnabled":0,"wearingSort":0},"crmLevel":12,"crmLevelSwitch":1,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/0641f4c5fa60c48f6d3ce6febffedc88","smallImgUrl":"https://community-static.tradeup.com/news/1e30711ea2bab5f411df0be106fc0244","redirectLinkEnabled":1,"redirectLinkType":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","redirectLinkValidityFrom":1679961600000,"redirectLinkValidityTo":1996963200000,"hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.11.04","individualDisplayEnabled":1,"backgroundColor":{"dark":"#2f2a1f","tint":"#fcf6e5"},"fontColor":{"dark":"#dea95e","tint":"#885600"},"individualDisplaySort":1,"categoryType":2007,"isScarce":1,"effectEnabled":0,"wearingSort":0,"validityTo":"2026.12.04","validityToTimestamp":1796314801588}],"wearingBadges":[]},"repliedAuthorId":0,"objectId":625063028912280,"objectIdStr":"625063028912280","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Eh, were you talking about me? Haha. \n<br>\nHave no fear. If AI lives, we will be made good. \n<br>\nNot all AI stocks are in trouble. MRVL and Broadcom are in the providence of essential services that enables the chips to “talk” to each other. Their products are crucial to the ways next gen datacentres work.","text":"Eh, were you talking about me? Haha. \n<br>\nHave no fear. If AI lives, we will be made good. \n<br>\nNot all AI stocks are in trouble. MRVL and Broadcom are in the providence of essential services that enables the chips to “talk” to each other. Their products are crucial to the ways next gen datacentres work.","html":"Eh, were you talking about me? Haha. \n<br>\nHave no fear. If AI lives, we will be made good. \n<br>\nNot all AI stocks are in trouble. MRVL and Broadcom are in the providence of essential services that enables the chips to “talk” to each other. Their products are crucial to the ways next gen datacentres work.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/625063028912280"}