Competitive Bid Emerges

10%its chance, of the story’s futures

0.0%on the S&P 500, if it happens

A rival strategic or financial buyer tests Lumentum’s willingness to accept Marvell stock at little or no premium. This is less likely than a bilateral Marvell deal, but Lumentum’s AI optics capacity and long-dated backlog make the asset strategically valuable.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.

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