Applied Optoelectronics Plunges 15%, Coherent Tumbles 13% as Hyperscaler Spending Fears Hit AI Optics Stocks; Lumentum and Marvell Sink 10%24/7 Wall Street • 1h
Broadcom Falls 5% Despite DA Davidson Upgrade on Anthropic and OpenAI IPO Hopes; Arm and Qualcomm Sink 10%, Marvell Drops 8%24/7 Wall Street • 3h
Marvell Technology (MRVL) Sees a More Significant Dip Than Broader Market: Some Facts to KnowZacks Investment Research • Thursday
Not Nvidia. Not AMD. This Custom AI Chip Designer Could Outperform Both by 2030.The Motley Fool • Thursday
These 2 Computer and Technology Stocks Could Beat Earnings: Why They Should Be on Your RadarZacks Investment Research • Thursday
Marvell Sinks 13%, Lumentum Jumps 6% on Reported Acquisition Talks; Coherent Holds Flat, Applied Optoelectronics Drops 3%24/7 Wall Street • Thursday
Marvell is reportedly close to buying Lumentum. Analysts say they see logic in a potential deal.Market Watch • Thursday
Marvell's Lumentum Bid Is a Bet That Light, Not Copper, Wins the AI Data Center24/7 Wall Street • Thursday
2 Reasons I'd Buy Marvell Stock More Than 20% Below Its Record, and 1 Reason I'd WaitThe Motley Fool • Thursday