Deal Survives Selloff

35%its chance, of the story’s futures

+0.1%on the S&P 500, if it happens

The most likely outcome is that Marvell and Lumentum keep the agreed all-stock transaction intact despite the erased premium. Boards may argue the strategic rationale in AI optical interconnects outweighs short-term share-price volatility.

What it moves

Technology+0.2%

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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