Gainers
Losers
IDEXX Laboratories closed up 21.88%, the single largest move in a 383-name universe. Lumentum and Marvell sat at the other end of the session.
Latest Activity
Gainers
Losers
IDEXX Laboratories opened 16.33% higher, the largest single move across a 380-stock priority universe today. Lumentum anchors the other end, with Oracle and Marvell also lower.
Management is framing the $115 billion all-stock Lumentum deal as a top-five AI silicon franchise, which sets the bar both stocks will be judged against after their selloff on the announcement.
MARVELL $MRVL CEO: EXPECT COMBINED CO WITH LUMENTUM $LITE TO BECOME ONE OF THE TOP FIVE LARGEST AI INFRASTRUCTURE SEMICONDUCTOR COMPANIES
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- Reposts16
- Likes156
Gainers
Losers
ServiceNow closed down 26.53%, the deepest drop across 382 priority names and more than a quarter of its value gone in one session.
Reddit Pulser/stocks
Everyone post their bags, quickly.
Retail's dip list is almost entirely the AI semi complex, yet the thread's top-voted replies are sitting on their hands until the midterms. When 216 comments can't agree whether a selloff is a sale or a top, position sizing is what decides the outcome.
NTAPNetApp
$102M$0.52 per share
- 2MRVLMarvell Technology$0.06/sh$52.6M
- 3SAICScience Applications International$0.37/sh$15.5M
- 4FMAOFarmers & Merchants Bancorp$0.25/sh$3.4M
- 5NECBNorthEast Community Bancorp$0.25/sh$3.4M
NetApp is handing shareholders the most cash today, about $102 million at 52 cents a share, landing October 28. Four other companies are paying out alongside it, bringing the day's total past $177 million.
A $20 billion 2028 target puts Marvell's custom silicon and optics business squarely in the conversation with Broadcom, and multi-year guidance raises are what reset the multiple.
JUST IN: Marvell $MRVL has raised its 2028 revenue forecast to $20B as AI data center demand surges.
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- Likes1
Regular session
$296.69
+9.52%open $270.90
A 9.5% intraday pop at $296.69 adds roughly $23 billion of market value to a $260 billion chipmaker in a single session. Moves this size are rare here, so keep an eye on whether it holds into the close.
Gainers
Losers
Constellation Energy opened 12.1% higher at $300, the biggest move across 385 priority names, with NuScale Power close behind. Storage is on the other side of the ledger: Seagate down 6.3%, SanDisk and Micron also lower.
MRVL Coverage
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Investing
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12:57pm ET
Investing
Applied Optoelectronics Plunges 15%, Coherent Tumbles 13% as Hyperscaler Spending Fears Hit AI Optics Stocks; Lumentum and Marvell Sink 10%
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10:56am ET
Investing
Broadcom Falls 5% Despite DA Davidson Upgrade on Anthropic and OpenAI IPO Hopes; Arm and Qualcomm Sink 10%, Marvell Drops 8%
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9:11am ET
Investing
Marvell Sinks 13%, Lumentum Jumps 6% on Reported Acquisition Talks; Coherent Holds Flat, Applied Optoelectronics Drops 3%
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9:07am ET
Investing
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7:02am ET
Investing
Marvell’s Lumentum Bid Is a Bet That Light, Not Copper, Wins the AI Data Center
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