Deal, downgrade hit
Marvell is falling violently after announcing a large acquisition and a downgrade tied to the deal.
Sources: https://www.taipeitimes.com/News/biz/archives/2026/11/04/2003867099, https://www.nytimes.com/2026/11/02/technology/marvell-lumentum-115-billion-merger-ai.html/, https://www.cnbc.com/2026/11/03/acquisition-marvell-lumentum-acquisition-bofa-downgrade.h
Previous verdicts for MRVL
- AI Search: MRVL Rallies Aggressively on Technical Bounce After Deep Drawdown — 2026-11-09
- AI Search: Marvell's Sharp Drop on All-Stock Lumentum Deal — 2026-11-02
- AI Search: Marvell Slides in Broad AI Chip Selloff — 2026-10-30
- AI Search: Marvell Technology edges up on fund buying and new credit line — 2026-10-26
- AI Chip Selloff Drags MRVL — 2026-10-16
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