Marvell Technology (NASDAQ: MRVL) has been a big winner this year, with the stock up more than 130% in 2026, as of the end of October. However, an announced deal to acquire Lumentum (NASDAQ: LITE) could be a game changer for what has already been a good story. This deal is all about optical networking, as it will combine Marvell's leadership in optical interconnects with Lumentum's strength in lasers.
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