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Company

Marvell

28 articles – accelerating

Marvell has appeared in 28 articles since 2008-11. Coverage peaked in 2026Q2 with 8 articles. Frequently mentioned alongside Nvidia, MRVL, Lumentum, Broadcom.

Articles
28
mentions
Velocity
+100.0%
growth rate
Acceleration
+1.625
velocity change
Sources
18
publications
Marvell’s $115 Billion Lumentum Deal Has No Output Count
Nvidia committed $2 billion to Lumentum’s U.S. research and manufacturing. Marvell then agreed to acquire the optical-components maker in a $115 billion all-sto...
Marvell’s $115 Billion Bet on Optical AI Networks
Marvell’s $115 billion agreement to acquire Lumentum is 11.5 times its 2020 Inphi deal. Nvidia invested $2 billion in each company in 2026 as chiplets pushed op...
Broadcom’s $60B Talks Test Chips as Collateral
Broadcom is reportedly discussing more than $60B of AI-chip debt, while Samsung has confirmed more than $200B of manufacturing through 2030. Those records put f...

Coverage Timeline

2026-11-03
Reuters 56 related

Marvell agrees to acquire optical components maker Lumentum in a $115B all-stock deal, as it aims to rival Broadcom; Nvidia invested $2B in each company in 2026

Marvell Technology (MRVL.O) is buying optical components maker Lumentum (LITE.O) in a $115 billion all-stock deal, including debt …

2026-11-02
Bloomberg 32 related

Marvell's $115B Lumentum acquisition is one of the biggest tech deals ever and 2026's top M&A deal; Lumentum is up 128% YTD, giving it a ~$76B market cap

Marvell Technology Inc. has reached a deal to buy data center optics maker Lumentum Holdings Inc. at an enterprise value $115 billion …

Reuters 62 related

Marvell agrees to acquire optical components maker Lumentum in a $115B all-stock deal, as it aims to rival Broadcom; Nvidia invested $2B in each company in 2026

Marvell Technology (MRVL.O) is buying optical components maker Lumentum (LITE.O) in a $115 billion all-stock deal, including debt …

2026-10-29
Bloomberg 16 related

Sources: Marvell is in advanced talks to buy data center optics maker Lumentum, which has an ~$83B market cap; the deal could be announced as soon as next week

Marvell Technology Inc. is in advanced talks to buy data center optics maker Lumentum Holdings Inc., according to people familiar with the matter …

2026-10-28
Bloomberg 4 related

Sources: Marvell is in advanced talks to buy data center optics maker Lumentum, whose market value is ~$83B; the deal could be announced as soon as next week

Marvell Technology Inc. is in advanced talks to buy data center optics maker Lumentum Holdings Inc., according to people familiar with the matter …

2026-08-20
2026-08-19
Bloomberg 29 related

Marvell and Google expand their chip development deal, and Marvell grants Google a warrant to buy up to nearly 59M shares at $206.58 each, totaling up to $12.2B

Marvell Technology Inc. and Alphabet Inc.'s Google announced an expanded chip-development partnership, including a warrant …

2026-07-20
Wall Street Journal

Retail traders are shifting from the Magnificent Seven to AI infrastructure stocks, like SK Hynix and Marvell; five of the Mag Seven stocks trail the market YTD

Once the Magnificent Seven's most enthusiastic fans, they are looking elsewhere for the next superstar tech stocks

2026-06-24
MarketWatch 19 related

Micron and Sandisk led a tech selloff on June 23, falling 13%+ each; Western Digital fell 8%, Marvell 9%, Seagate 5%, Qualcomm 8%, and Applied Materials 8%

One analyst says investors are merely taking a ‘breather’ from buzzy tech stocks, following sharp year-to-date gains and ahead …

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Quarterly Coverage

Top Sources

Narrative

TEXXR tracks 54 tech news articles mentioning Marvell, dating back to February 2007. The biggest stories include Marvell agrees to acquire optical components maker Lumentum in a $115B all-stock deal, as... and Marvell agrees to acquire optical components maker Lumentum in a $115B all-stock deal, as.... Frequently covered alongside Marvell Technology, MRVL, Lumentum, Google, and Marvell Technology Inc.. Coverage has shifted toward research, funding themes and away from competition.

Key Moments

2024Q4enterprise +100pts; competition -100pts
2025Q4regulation +20pts
2026Q1enterprise -33pts; regulation -20pts

Relationships

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