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Marvell’s $115 billion acquisition of Lumentum is the largest M&A deal of the year
18,168 posts · 7,266 accounts · +81% vs the day before
- The $115 bn Marvell‑Lumentum deal is touted as the biggest M&A transaction of 2026, locking up optical lasers for AI data centers and positioning Marvell against Broadcom, according to a post that notes Wall Street’s mixed reaction[21]
- China’s AI and semiconductor sector suffered a $480 bn market‑value loss, with the STAR50 index down 40% from its July peak and Chinese equities down $2.4 trillion since May, highlighting a severe AI bubble burst[1]
- Bitcoin fell back below $77,000 as chip stocks sold off ahead of the U.S. midterm elections; the Fear & Greed Index sits at 26 (fear) and markets are still digesting a recent Binance hack[5]
- Malaysian energy stocks hit a two‑week low amid slumping oil prices and reports of a potential US‑Iran peace deal[6]
- Australia raised its cash rate to 4.85%—the highest since 2008—citing AI‑driven price growth in technology investments as a key factor[14]
- Securitize added 13 new tokenized stocks on Solana, including Disney, Salesforce, ExxonMobil and Arista Networks, each backed 1:1 by real shares, expanding the tokenized‑stock market[49][56][59]
Posts cited
[1] Byte & Block · @byteblockio ·
China's AI Bubble Has Officially Burst — $480 Billion Wiped From AI And Chip Stocks. ▪️ The STAR50 index of Chinese AI and semiconductor firms is down 40% from its July high ▪️ Chinese equities overall have lost $2.4 trillion since the May peak — a confirmed bear market ▪️ Shanghai Composite closed at 3,612 today, recovering part of its -1.5% opening crash This isn't just a China story — the same AI profitability doubts gave the Nasdaq its worst day since June in October. The global AI trade is unwinding on both sides of the Pacific. China-only bear market, or the first chapter of a global AI correction? 👇
Open on X[5] DexFetch · @dexfetch ·
Bitcoin just slipped back below $77,000 as chip stocks continue to sell off ahead of the U.S. midterm elections. The Fear & Greed Index is sitting at 26 (fear), and the market is still digesting the massive Binance hack from last week. Is this just election nerves and risk-off, or are we looking at a deeper correction from here?
Open on X[6] The Edge Malaysia · @theedgemalaysia ·
(Hot Stocks) Malaysian energy stocks hit a two-week low on Tuesday as oil prices slumped amid news reports of a potential US-Iran peace deal.
Open on X[14] Ndatimana Gilbert · @ndati_gilbert ·
🇦🇺JUST IN: Australia just raised rates for the FIFTH time this year, to 4.85%, the highest since 2008. One of the reasons it gave: AI. 1. The RBA statement says AI related investment is driving rapid growth in prices for technology related goods. 2. Inflation is now not expected to reach the top of the 2 to 3% target until late 2027, about three quarters later than previously forecast. 3. The vote was split 6 to 3. Three board members wanted to hold at 4.60%. 4. The Australian dollar still slipped about 0.25% to near 69.75 US cents after the decision. Why it matters: Wall Street is dumping AI stocks on fears of a bust, while a major central bank says the AI boom is still pushing prices up. Oil plus AI spending could keep rates higher for longer. Will AI spending become the next inflation problem central banks have to fight? #RBA #Australia #InterestRates #AI
Open on X[21] The Young Capitalist · @yngcapitalist_ ·
Marvell’s $115 billion buyout of Lumentum is the biggest M&A deal of the year. On paper, it's a masterstroke: it locks down the optical lasers needed for AI data centers and positions Marvell to take on Broadcom. So why did Wall Street immediately tank both stocks (Marvell -12.8%, Lumentum -18.6%)? It boils down to two things: currency and timing. Instead of cash, Marvell is paying with its own stock, which has surged nearly 100% this year. When your stock is riding high, it's easy to overpay and hand away a third of your company for a gamble. Plus, with the deal stretching out to 2028, both sides are sweating whether the AI infrastructure craze will actually last that long. History is whispering reminders of the dot-com bubble. Would you make this bet, or is big tech getting ahead of itself? Follow TYC for more business insights.
Open on X[49] The Daily Block · @thedailyblock ·
🚨 BREAKING: Securitize Adds 13 Tokenized Stocks to Solana! The new additions include Disney, Salesforce, ExxonMobil and Arista Networks, with each token backed 1:1 by real shares held in custody.
Open on X[56] The Wolf Of All Streets · @scottmelker ·
SECURITIZE LAUNCHES 13 MORE TOKENIZED STOCKS ON SOLANA $SOL, INCLUDING EXXONMOBIL $XOM, SALESFORCE $CRM AND DISNEY $DIS EACH TOKEN IS BACKED 1:1 BY A REAL SHARE HELD IN CUSTODY, WITH DIVIDENDS PASSED THROUGH TO HOLDERS
Open on X[59] Kalshi Crypto · @kalshi_crypto ·
JUST IN: Securitize launches trading for 13 new tokenized stocks on Solana
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Written by an AI model from public posts; it can be wrong. Check the sources.