Regulatory Review Extends

24%its chance, of the story’s futures

−0.2%on the S&P 500, if it happens

A prolonged review is plausible because Lumentum is capacity-constrained through 2029 and AI optical interconnects are increasingly strategic. Regulators may worry that Marvell could bundle chips and photonics or disadvantage rival cloud-networking customers.

What it moves

Technology−0.4%

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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