Deal Breaks

its chance, of the story’s futures

−0.1%on the S&P 500, if it happens

The equity-market reaction makes the proposed acquisition too unstable for Lumentum shareholders and too dilutive for Marvell investors. The transaction is terminated or effectively shelved, leaving Lumentum exposed to standalone execution risk despite strong AI optics demand.

What it moves

Technology−0.3%

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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