Deal Closes With Remedies

54%its chance, of the story’s futures

+0.3%on the S&P 500, if it happens

The most likely outcome is that Marvell completes the Lumentum acquisition after accepting targeted antitrust and customer-access commitments. Regulators scrutinize the AI optical-components market, but the vertical and complementary nature of Marvell’s chips and Lumentum’s photonics makes a full block less likely.

What it moves

Technology+0.6%

Sectors in percent; other series by direction only.

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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