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Monday, November 2, 2026

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Photo: Forbes

Business & Finance · Companies · 12 outlets (L 1 · C 5 · R 3 · 3 not rated)

Marvell to buy Lumentum in $115 billion all-stock deal

Marvell Technology has reached a deal to buy data center optics maker Lumentum Holdings at an enterprise value of $115 billion, one of the biggest tech deals ever.⁠[2] The deal is all-stock and valued at about $115 billion including debt.⁠[11]

The companies said the merger would create a category leader in artificial-intelligence connectivity.⁠[11, 13] Bloomberg reported the deal comes in a race to capitalize on the artificial intelligence boom.⁠[2]

Covered by The New York Times, CBS News, The Wall Street Journal and 9 more

Read first Marvell Reaches $115 Billion Deal for Lumentum Holdings · Bloomberg

How balanced is this coverage?

Of the 9 rated outlets that covered it, 1 is left of center, 5 are center and 3 are right of center (2 of them in the Right group). 3 more are not rated.

Where the outlets sit
The New York Times · Leans left · −0.70International Business Times · Center · −0.14CBS News · Center · −0.14Bloomberg · Center · +0.08Forbes · Center · +0.19CNBC · Center · +0.40The Wall Street Journal · Leans right · +0.63IJR · Right · +1.52Fox Business · Right · +1.66
  • Left: none.
  • Leans left: The New York Times (−0.70).
  • Center: International Business Times (−0.14), CBS News (−0.14), Bloomberg (+0.08), Forbes (+0.19), CNBC (+0.40).
  • Leans right: The Wall Street Journal (+0.63).
  • Right: IJR (+1.52), Fox Business (+1.66).

Not rated Financial Times, The Information, TechCrunch. Not placed: they have no lean score.

Each dot is an outlet that covered it, placed by its audience-lean score (Eady et al. 2025), which measures who shares its links, not how accurate it is. The ticks under the line are all 113 rated outlets Tare reads.

Detailed briefing

A longer write-up made from the full articles: what happened, the background, how coverage differs and what's still unclear, with every paragraph sourced.

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Sources

Left

  1. 1 The New York Times · Leans left · Nov 2, 1:06 p.m. ETDriven by A.I. Boom, Marvell and Lumentum Announce $115 Billion Merger

Center

  1. 2 Bloomberg · Center · Nov 2, 7:15 a.m. ETMarvell Reaches $115 Billion Deal for Lumentum Holdings
  2. 3 Bloomberg · Center · Nov 2, 8:58 a.m. ETMarvell’s AI Megadeal Hands Wall Street Multiple M&A Milestones
  3. 4 Bloomberg · Center · Nov 2, 10:38 a.m. ETMarvell to Buy Lumentum in $115 Billion Deal
  4. 5 CBS News · Center · Nov 2, 9:00 a.m. ETMarvell to acquire Lumentum in $115 billion AI connectivity deal
  5. 6 CNBC · Center · Nov 2, 9:20 a.m. ETMarvell to buy Lumentum in all-stock deal, a massive bet on AI connectivity
  6. 7 Forbes · Center · Nov 2, 5:12 p.m. ETMarvell’s $115 Billion Lumentum Deal Could Reshape AI Networking
  7. 8 International Business Times · Center · Nov 2, 10:37 a.m. ETMarvell Announces $115 Billion Acquisition of Optical Components Maker Lumentum to in Effort to Upgrade AI Speed

Right

  1. 9 Fox Business · Right · Nov 2, 4:57 p.m. ETMarvell, Lumentum tout historic $115B deal to create ‘category leader’ in AI connectivity
  2. 10 IJR · Right · Nov 2, 7:46 a.m. ETMarvell Agrees to $115 Billion Lumentum Deal
  3. 11 The Wall Street Journal · Leans right · Nov 2, 7:33 a.m. ETMarvell to Buy Lumentum for $115 Billion in All-Stock AI Deal
  4. 12 The Wall Street Journal · Leans right · Nov 2, 8:21 a.m. ETChip Maker Marvell Agrees to Buy Lumentum in $80 Billion Deal

Not rated

  1. 13 Financial Times · Not rated · Nov 2, 7:38 a.m. ETMarvell to buy data centre component maker Lumentum in $115bn AI bet
  2. 14 Financial Times · Not rated · Nov 2, 9:07 a.m. ETMarvell to buy data centre component maker Lumentum in $115bn AI bet
  3. 15 TechCrunch · Not rated · Nov 2, 12:54 p.m. ETIn one of the largest deals in tech history, Marvell buys Lumentum for $115B
  4. 16 The Information · Not rated · Nov 2, 8:08 a.m. ETMarvell to Buy Lumentum in $115 Billion All-Stock Deal
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