News
Headlines tagged to companies in the stack. Each links to the original article; this site stores headlines and short summaries only.
- Earnings Volatility Watch: 10 Stocks Are Set to Swing More Than 10% This Week
Ten stocks carry implied earnings moves above 10% next week, led by Moderna and AppLovin. Five are tech names hit in Friday's chip rout.
- Lumentum Is Up 11% in a Week. Will Marvell Pay “Close to $100 Billion”?
Key TakeawaysLumentum rose 11% in a week on an optics rebound and a Bloomberg report that Marvell Technology is in advanced talks to buy it. A deal reportedly paid in Marvell stock would tie any premium to Marvell’s share price.
- Wall Street Is Getting More Interested in Credo. Here’s My Price Prediction
Credo just posted triple-digit revenue growth and still trades at a steeper discount than its closest rivals, yet the stock has fallen nearly 20% in a single month. Something in this picture does not add up, and the answer points to a price target most analysts have not caught up…
- Lumentum Jumped on Reports Marvell Is in Late-Stage Talks to Acquire the Company. LITE Stock Is a Buy No Matter What.
Lumentum jumped 15% in after-hours trading on October 28 after reports that Marvell is in late-stage talks to acquire the company, with a deal potentially possible as soon as early November.
- Prediction: This Under-the-Radar AI Stock Could Have a Big 2030 Ahead
Marvell Technology has quietly become one of the purest plays on AI data center buildout, and its CEO is calling the upside in coming years game-changing. But getting to $500 by 2030 demands three very specific things to break exactly right.
- Piper Sandler’s $400 Target Says Marvell’s Selloff Went Too Far
Key TakeawaysMarvell stock is down 41% from its June high after reports that it’s in advanced talks to buy Lumentum, reportedly in an all-stock deal. Piper Sandler kept its Overweight rating and $400 target, 104% above the current price, and pointed to Lumentum’s lasers as key to…
- Marvell Sinks 14% in a Week on Lumentum Talks: Chipmakers Like It “Don’t Have a Choice”
Key TakeawaysMarvell Technology fell 14% in the past week on reported Lumentum talks, then in a chip selloff after Intel’s weak outlook. Lumentum’s lasers would make Marvell a bigger Broadcom rival and give Coherent a competitor backed by Marvell’s chips.
- Lumentum: Buy Before Earnings And A Potential Takeover (Rating Downgrade)
Lumentum is rated a Buy on the expectations margin expansion due to higher prices from sold-out capacity. Read more for an investing guidance in LITE.
- Benzinga Bulls and Bears: Carvana, Rivian, Amazon
Benzinga examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories.
- Coherent Stock Fell 11% as Intel and Amazon Earnings Hit AI Hardware Stocks. Here’s Where the Stock Could Go
Key Stats for Coherent StockCurrent Price: $210. 32Target Price (Mid): ~$794Street Target: ~$394Potential Total Return: ~278%Annualized IRR: ~33% / yearWhat Happened?Coherent (COHR:NYSE) fell 11.
- 8 Months Ago, A Major Wall Street Bank Said Buy Marvell. It’s Up More Than 150%. Here’s Where We See the Stock Going
BofA upgraded Marvell into a brutal slide and the stock went on a wild ride that has left investors wondering whether the latest pullback is another gift or the beginning of something worse.
- Tech Selloff Wipes Out $1 Trillion In Value
AI worries sting major indices. Intel clocks it worst day since 1974. Nvidia loses $5 trillion market cap
- Jim Cramer looks ahead to next week's market game plan
'Mad Money' host Jim Cramer looks ahead to next week's market moving moments.
- S&P 500 Most-Active Stocks: Oct. 30, 2026
S&P 500 most-active stocks on Oct. 30, 2026 included Reddit and Marvell double-digit declines, while AT&T, Pfizer and Keurig Dr Pepper rose.
- Marvell may buy its own laser supplier as investors pull back
Analysts say Marvell’s reported talks make sense on paper. One number is giving its shareholders cold feet.
- 2 semiconductor stocks to keep an eye on and 1 we question
Semiconductors are the core infrastructure powering the Information Age. Still, they’re subject to swings in the broader economy because customers often stockpile chips ahead of demand, and investors seem to believe that inventory levels are correcting - over the past six months,…
- Applied Optoelectronics Plunges 15%, Coherent Tumbles 13% as Hyperscaler Spending Fears Hit AI Optics Stocks; Lumentum and Marvell Sink 10%
Google's cash burn just torched half a trillion dollars in market value, and the shockwave is now tearing through the optical suppliers that keep AI data centers running. Whether their sold-out order books can absorb the fallout is the question every trader is scrambling to answe…
- Should You Buy, Sell, or Hold ALAB Stock Before Q3 Earnings Release?
Astera Labs' Q3 earnings outlook looks promising on strong AI demand and Scorpio growth, but high valuation and margin pressures warrant caution.
- Broadcom Falls 5% Despite DA Davidson Upgrade on Anthropic and OpenAI IPO Hopes; Arm and Qualcomm Sink 10%, Marvell Drops 8%
A bullish upgrade tied to Anthropic's upcoming IPO failed to protect Broadcom as a sector-wide chip selloff dragged AI semiconductor names sharply lower, raising fresh doubts about whether the AI spending boom can sustain its momentum.
- Can Marvell Stock Hit $310?
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