Why Marvell Technology Stock Fell Hard in October

Marvell Technology's stock plunged 25.6% in October as investors fled AI stocks amid concerns about excessive tech spending on data center infrastructure. The decline accelerated after Bloomberg reported Marvell's plan to acquire optical component maker Lumentum for $115 billion in an all-stock deal, raising shareholder dilution concerns. Despite strong fiscal guidance announced earlier in the month, broader AI sector skepticism and rising inflation fears dominated market sentiment.

11/09/2026, 2:57 PM • The Motley Fool

Marvell Stock Fell 58% From Its Record. History Says What Followed Its Last 4 Drops This Deep.

Marvell Technology stock has fallen 58% from its June 2024 record high to $133.55, marking the fourth time since 2000 the chip designer has experienced such a deep drop. Historical analysis shows that two previous crashes took over 5 years to recover, while the most recent two recovered within 1-2 years. The author argues the current situation resembles the faster recoveries, citing accelerating revenue growth (52% expected in Q3) and a more reasonable valuation (19x forward earnings vs. 43x at the June peak), making the stock potentially attractive despite the significant decline.

11/09/2026, 5:41 AM • The Motley Fool

Intel, Arm, and Marvell Have Each Been Cut in Half Since June. Only 1 Is a Stock I'd Buy Now.

Intel, Arm, and Marvell stocks have each fallen approximately 50-59% from their June peaks. While all three remain up over 40% for 2026, only Marvell shows accelerating sales growth. Intel faces PC chip revenue declines and weak Q4 guidance, Arm's royalty growth has slowed to 8%, while Marvell's revenue growth is accelerating to 52% year-over-year. The analyst recommends buying only Marvell at current valuations.

11/08/2026, 3:38 AM • The Motley Fool

ASML vs. Marvell Technology: Which Artificial Intelligence Stock Is a Better Buy Going into 2027?

The article compares ASML and Marvell Technology as AI investment opportunities. ASML holds a monopoly on EUV lithography machines essential for advanced chip manufacturing, with strong financials (36.7B revenue, 29.4% net margin). Marvell specializes in AI data infrastructure with impressive 42% YoY growth and ambitious $70-90B revenue targets by 2031. Despite ASML's lower valuation metrics, the author recommends Marvell due to its higher growth trajectory and strategic acquisition of Lumentum to enhance optical connectivity capabilities.

11/04/2026, 9:33 PM • The Motley Fool

Breakfast News: Did Nvidia Just Favor Marvell?

Marvell agreed to acquire Lumentum in a $115 billion all-stock deal, combining chip design with laser manufacturing for AI data centers. Nvidia likely facilitated the merger by investing in both companies and securing special shareholder terms, strengthening Marvell as a competitor to Broadcom. Meanwhile, AI stocks faced headwinds from regulatory pressure (Oracle-Tencent deal scrapped), security concerns (CrowdStrike's AI Kill Switch), and political risks from midterm election results favoring data center restrictions.

11/04/2026, 7:52 AM • The Motley Fool

Stock Market Today, Nov. 3: Marvell Shares Edge Higher After Premarket Drop on $115 Billion Lumentum Deal

Marvell Technology shares recovered on Nov. 3, 2026, closing up 0.33% after an initial premarket sell-off following the announcement of its $115 billion all-stock acquisition of Lumentum. Despite analyst downgrades and share dilution concerns, Wall Street reassessed the deal positively, recognizing Lumentum's strong growth potential (137% YoY sales increase) and its strategic value in expanding Marvell's data infrastructure offerings.

11/03/2026, 5:25 PM • The Motley Fool

Stock Market Today, Nov. 2: Marvell Announces $115 Billion All-Stock Acquisition of Lumentum

Marvell Technology announced a $115 billion all-stock acquisition of Lumentum to strengthen its data center offerings for AI infrastructure. The deal sent Marvell shares down 13% as investors expressed concerns over dilution, financing risk, and execution challenges. Lumentum shares fell 18.59% following the announcement.

11/02/2026, 4:46 PM • The Motley Fool

Ichor's Profit Jumps as Cash Burn Grows: Rapid Earnings Reaction

Ichor Holdings swung to a $20.9 million GAAP profit in Q3 with 37% revenue growth, but free cash flow deteriorated to negative $39.5 million due to rising inventory and unpaid customer bills. While Q4 guidance projects continued sales growth, GAAP earnings guidance remains flat at $0.55, with profit gains dependent on adjusted figures rather than GAAP metrics.

11/02/2026, 4:45 PM • The Motley Fool

Why Marvell Technology Plunged Today

Marvell Technology announced an all-stock acquisition of optical laser leader Lumentum for approximately $115 billion at a 24% premium. The deal aims to combine Marvell's digital signal processors with Lumentum's indium phosphide laser technology for next-gen AI systems. However, investors reacted negatively, with Marvell shares plunging 10% due to concerns about overpaying at the top of the market, despite the long-term AI growth story remaining intact.

11/02/2026, 2:25 PM • The Motley Fool

Marvell Just Bet $115 Billion On AI's 'Once In A Generation' Opportunity. Should You Buy The Stock?

Marvell agreed to acquire optical-parts maker Lumentum for approximately $115 billion in an all-stock deal, with Lumentum shareholders receiving 4.5 Marvell shares per share (23.9% premium). Current Marvell shareholders will own about 67% of the combined company post-deal. Marvell stock fell over 20% since talks were reported, but the company projects $70-90 billion in revenue and $30+ EPS by fiscal 2031. The deal closes in H1 2028 and requires shareholder and regulatory approval.

11/02/2026, 8:46 AM • The Motley Fool

Breakfast News: We’re Right There With You

The Nasdaq-100 fell nearly 5% on Friday, marking its third 10% correction this year, though it has nearly doubled over three years. The article advises investors to stay invested during market volatility through strategies like dollar-cost averaging and diversification. Key earnings this week include Apple, Shopify, AMD, and Berkshire Hathaway. Kiniksa Pharmaceuticals' heart drug Arcalyst is projected to become a blockbuster with $1B+ sales. Investors should focus on long-term plans rather than election-driven trading.

11/02/2026, 7:30 AM • The Motley Fool

Is Lumentum Stock a Buy Right Now as Marvell Considers Takeover?

Lumentum is experiencing increasing revenue growth as demand for its products accelerates, amid speculation that Marvell Technology may be considering a takeover of the company. The article examines whether Lumentum represents a good investment opportunity in this context.

11/02/2026, 3:41 AM • The Motley Fool

Marvell Stock: Buy or Sell?

Marvell Technology stock fell over 10% on October 29, 2026, amid acquisition talks with Lumentum. The article evaluates whether investors should buy Marvell stock, considering factors like its valuation relative to record highs and future growth prospects through 2030.

11/01/2026, 4:02 AM • The Motley Fool

Breakfast News: Brace for an AI Optics Shake-up

Marvell is reportedly in advanced talks to acquire Lumentum to control AI optics supply, a critical bottleneck in AI infrastructure. Alphabet slumped 10% despite strong cloud growth due to massive capital expenditures and negative free cash flow. Several earnings reports showed mixed results: Fortinet fell 25% on weak guidance, ServiceNow dropped 19% due to AI deployment costs, while Microsoft, Sterling Infrastructure, and Chipotle posted gains. DoorDash may acquire Instacart to compete in grocery delivery dominated by Instacart's 68% market share.

10/29/2026, 7:30 AM • The Motley Fool

Not Nvidia. Not AMD. This Is the Best Artificial Intelligence (AI) Stock to Buy in November

Lumentum Holdings is positioned to outperform Nvidia and AMD in November earnings due to severe supply shortages in optical networking components critical for AI data centers. The optical networking market is expected to grow 10x from $15B (2026) to $154B (2028), with Lumentum's EPS potentially jumping 5.5x by fiscal 2029. The stock has pulled back 19% from its 52-week high, offering an attractive entry point at 43x forward earnings.

10/29/2026, 2:15 AM • The Motley Fool