- Marvell and Lumentum are reportedly in advanced talks on an all-stock deal without a large premium. Nothing is confirmed, and the exchange ratio and terms are unknown.
- Optical earnings are scheduled this week: TSEM and FN on Monday, November 2; GFS, COHR and VIAV on Wednesday, November 4; MTSI, AAOI and LITE on Thursday, November 5.
- The post frames the week as a test of optical demand, capacity and competitive positioning, with any good earnings expected to be rewarded.
Marvell and Lumentum reportedly in advanced all-stock deal talks
@Gaetano2026 ·