VanquishTrader(@VanquishTrader):$MRVL DROPS 12% ON TALKS TO BUY AN $83B AI OPTICS COMPANY Marvell is reportedly in advanced talks to acquire $LITE, a major supplier of optical components used in AI data centers. Why this could be Marvell’s biggest bet yet: - $LITE is valued at ~$83B, more than 25x Marvell’s Celestial AI deal ($3.25B). - Lumentum reportedly holds 70–80% of the pump laser market, and is almost sold out for 2029. - Marvell already buys lasers from Lumentum, so this would bring a key supplier in-house. - $LITE's revenue more than doubled (+109% YoY) to $1.01B last quarter. - $NVDA has also invested $2B in $LITE. But the market is worried about dilution. A deal this size likely can’t be paid for entirely in cash, so stock or debt is probably involved. Google already holds a warrant for up to 59M additional $MRVL shares. Is the market punishing the price, or the dilution?

2026.10.29 16:56

$MRVL DROPS 12% ON TALKS TO BUY AN $83B AI OPTICS COMPANY Marvell is reportedly in advanced talks to acquire $LITE, a major supplier of optical components used in AI data centers. Why this could be Marvell’s biggest bet yet: - $LITE is valued at ~$83B, more than 25x Marvell’s Celestial AI deal ($3.25B). - Lumentum reportedly holds 70–80% of the pump laser market, and is almost sold out for 2029. - Marvell already buys lasers from Lumentum, so this would bring a key supplier in-house. - $LITE's revenue more than doubled (+109% YoY) to $1.01B last quarter. - $NVDA has also invested $2B in $LITE. But the market is worried about dilution. A deal this size likely can’t be paid for entirely in cash, so stock or debt is probably involved. Google already holds a warrant for up to 59M additional $MRVL shares. Is the market punishing the price, or the dilution?