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Business Marvell to Buy Lumentum in $115bn All-Stock AI Deal
The Marvell Lumentum merger values the optics maker at $115bn, but the all-stock deal leaves holders exposed to Marvell's share price until 2028.
Business Cadence Q3 earnings beat as AI demand lifts backlog to $8.2bn
Cadence Q3 earnings beat forecasts on both lines, with 22% revenue growth and a record $8.2bn backlog, even as shares slipped on the quarter.
Business Texas Instruments notes sale raises $2bn for Silicon Labs deal
Texas Instruments' notes sale raised $2.0bn across four tranches to help finance its $7.5bn purchase of Silicon Laboratories, filings show.
Business Western Digital earnings beat fails to stop share slide
Western Digital's earnings beat topped every estimate for fiscal Q1 2027, but the shares fell anyway as investors fixated on costs and guidance.
Business ASML’s $34.8bn Implied Move Pointed the Wrong Way
ASML's implied move ahead of Q3 earnings was priced at $34.8bn and 5.12%. The actual result beat on profit but shares fell to a 20-day low.
Business Applied Materials Intel Partnership Joins a Week of Deals
The Applied Materials Intel partnership on next-gen chipmaking is real, but it's the fourth near-identical tie-up Applied has announced in eight days.
Business onsemi Lifts Synaptics Merger Deal to $123 a Share, All Cash
onsemi's revised Synaptics merger deal swaps stock for $123-a-share cash after a rival bid, sending both stocks sharply higher.
Business Synopsys shares jump on GPT-Synopsys chip design deal with OpenAI
Synopsys and OpenAI's GPT-Synopsys chip design deal sent SNPS shares up 4.19% - but the financial terms remain entirely undisclosed.
Business Alibaba’s Zhenwu V900 Chip Claims 3x Power, Not Yet an Nvidia Beater
Alibaba's Zhenwu V900 chip promises triple the power of its predecessor - but the "beats Nvidia" framing doesn't hold up to scrutiny.
Business GlobalFoundries Marvell chip deal expands Vermont capacity
The GlobalFoundries Marvell chip deal adds SiGe capacity in Vermont for AI optical connectivity - but no price tag, unlike GF's past mega-deals.
Business Synopsys beats and raises guidance – shares fall anyway
Synopsys delivered a Synopsys beat and raise quarter with 42% revenue growth, yet shares slid - here's what the numbers and the sell-off actually show.
Business Marvell Google Chip Deal: Shares Jump ~11% on $12.2bn Warrant
The Marvell Google chip deal hands Alphabet a warrant worth up to $12.2bn - but most of it only vests if Google actually buys the chips.
Business Why Cisco shares slide despite record results
Cisco shares slide further even after record results. Margin compression, not short interest or insider selling, explains the sell-off.
Business Sandisk Investor Day Sparks Sharpest Rally in Months
Sandisk's investor day triggered a 15%+ share surge and lifted memory peers, reversing a 30% drawdown built on rising short bets.
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