Microsoft CFO says about 30% of cloud business RPO will be recognized within 12 months
智通财经2026/10/28 22:16Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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Report: Marvell Technology is about to acquire optical module manufacturer Lumentum, and the deal may be announced as soon as next week
Lumentum has a market capitalization of approximately $8.3 billions, while Marvell Technology's market capitalization is around $22.1 billions. Following the announcement, Marvell's stock fell by over 8% in after-hours trading, while Lumentum rose by 11%. This acquisition may aim to streamline the supply chain and strengthen vertical integration—Marvell is currently a customer of Lumentum, and after the acquisition, it will gain control over key optoelectronic interconnect components, consolidating its strategic position in the AI data center hardware sector.
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