Lumentum

Lumentum

Yahoo Finance • 5 hours ago

What iShares A.I. Innovation ETF (BAI) Bought: Amazon Leads on Nov. 2

This article first appeared on GuruFocus. iShares A.I. Innovation and Tech Active ETF (BAI) reported $168.2 million in gross ETF activity on Monday, Nov. 2, with net sales of $49.0 million against $11.87 billion in assets. BAI increased 6... Full story

Yahoo Finance • 16 hours ago

Lumentum (LITE) Stock Fair Value Edges Lower As Marvell Deal Tempers AI Optics Optimism

Lumentum Holdings is under fresh scrutiny after its Fair Value Target shifted to about US$1,143.92 from roughly US$1,177.34, giving investors an updated reference point for what analysts think the stock could be worth. Recent research ties... Full story

Yahoo Finance • 24 hours ago

Marvell Technology's Lumentum Deal Strategic Benefits Outweigh Risks, RBC Says

Marvell Technology (MRVL) should benefit from a proposed acquisition of optical components maker Lum Keep reading this article with Yahoo Finance Plus Silver Upgrade to Silver Silver Premium news Full access to Financial Times and MT N... Full story

Yahoo Finance • yesterday

Why Wall Street isn't exactly loving Marvell's $115B Lumentum deal

Marvell Technology (MRVL) is making waves in the AI world after announcing a $115 billion all-stock deal to acquire photonic technology company Lumentum (LITE). Both stocks have had a rocky past month of trading. Sherwood News head of mar... Full story

Yahoo Finance • yesterday

Cloudflare upgraded, Marvell downgraded: Wall Street's top analyst calls

Cloudflare upgraded, Marvell downgraded: Wall Street's top analyst calls The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compi... Full story

Yahoo Finance • yesterday

What the Marvell-Lumentum Misfire Means for a Tesla-SpaceX Merger

With all stock M&A, be careful what you wish for. Continue Reading... Full story

Yahoo Finance • yesterday

Analysts downgrade Marvell and slash price targets over Lumentum deal

Investing.com -- TD Cowen and Bank of America both downgraded Marvell Technology on Tuesday, citing concerns about the chipmaker's all-stock acquisition of Lumentum. Still guessing which stocks will beat the market? Our AI portfolio updat... Full story

Yahoo Finance • yesterday

Marvell's $115-billion Lumentum acquisition sends both stocks tumbling as investors question the AI megadeal

Semiconductor maker Marvell Technologies (NASDAQ:MRVL) has announced plans to acquire fellow California company Lumentum (NASDAQ:LITE) in an all-stock transaction worth an estimated $115 billion. According to CNBC analysts, this is "one o... Full story

Yahoo Finance • yesterday

US Stock Market Today: S&P 500 Futures Slip On Firm Manufacturing And Jobs Focus

The Morning Bull - US Market Morning Update Tuesday, Nov, 3 2026 US stocks are set for a softer open, with sentiment pulled in two directions by competing signals on growth and inflation. Strong US manufacturing data is the main force sha... Full story

Yahoo Finance • yesterday

BofA Slashes Marvell Target by 44% After Lumentum Deal

This article first appeared on GuruFocus. Marvell Technology Inc. (MRVL, Financials) The semiconductor and data-infrastructure business received a downgrading from Bank of America after it proposed an all-stock purchase of Lumentum.The co... Full story

Yahoo Finance • yesterday

Social Buzz: Wallstreetbets Stocks Mixed Premarket Tuesday; Intel to Advance, Palantir Technologies to Decline

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mixed hours before Tuesday's Keep reading this article with Yahoo Finance Plus Silver Upgrade to Silver Silver Premium news Full access to Financial Times and MT N... Full story

Yahoo Finance • yesterday

Want a Tesla-SpaceX Merger? Look at the Marvell-Lumentum Deal.

With all stock M&A, be careful what you wish for. Continue Reading... Full story

Yahoo Finance • yesterday

How Nvidia Regained Its Crown Over Apple After Just 4 Days

The world’s two largest companies are about to trade places again following Apple’s so-so revenue guidance. Continue Reading... Full story

Yahoo Finance • 2 days ago

Dow Jones Futures: AI Trade Dives As Marvell, Lumentum Plunge; Apple Slides On Earnings With Midterm Elections Next

Dow Jones Futures: The AI trade dived Monday, while Apple stock dropped on earnings late. The midterm elections are Tuesday. Continue Reading... Full story

Yahoo Finance • 2 days ago

Stock Market Today: Dow Up, Nasdaq Dives As Seagate Sinks; These Stocks Clear Entries

Stock Market Today: The Dow Jones index rises but the Nasdaq falls as tech struggles. Amazon pops, but Lumentum and Marvell Technology plunge. Continue Reading... Full story

Yahoo Finance • 2 days ago

Lumentum upgraded as market reaction to Marvell deal appears overdone

[Lumentum Corporate Headquarters in San Jose, California, USA] JHVEPhoto Lumentum (LITE [https://seekingalpha.com/symbol/LITE]) was raised to strong buy from outperform at Raymond James, as the market reaction to its deal with Marvell Tec... Full story

Yahoo Finance • 2 days ago

Sector Update: Tech Stocks Fall Late Afternoon

Tech stocks were lower late Monday afternoon, with the State Street Technology Select Sector SPDR ET Keep reading this article with Yahoo Finance Plus Silver Upgrade to Silver Silver Premium news Full access to Financial Times and MT N... Full story

Yahoo Finance • 2 days ago

The Intel stock collapse is getting worse — and the $3.5 trillion chip rout is spreading

Wall Street is mostly sweeping up last week's tech wreckage Monday. Chip stocks keep tracking mud back through the house. About 7 in 10 S&P 500 stocks are rising, yet nearly every chip stock is in the red, and the group has shed more than... Full story

Yahoo Finance • 2 days ago

Stock Market Today: Nasdaq Falls As Micron, Seagate Sink; These Stocks Clear Entries (Live Coverage)

Stock Market Today: The Dow Jones index rallies Monday as oil prices dive. Amazon jumps but Lumentum and Marvell Technology plunge. Continue Reading... Full story

Yahoo Finance • 2 days ago

Stocks making the biggest moves midday: Oracle, SpaceX, Tempus AI, Rivian & more

Check out some of the companies making the biggest moves midday: Oracle — The database software giant's stock slumped another 6% after the company filed plans Monday to issue new stock and more debt to finance its artificial intelligence b... Full story