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Marvell’s proposed purchase of Lumentum is a landmark bet on optical links for AI data centres. But its fixed stock exchange ratio, dilution and long regulatory runway help explain why investors sold both shares after the announcement.
AMD reported $13.377 billion in third-quarter revenue, up 45%, with data-center sales growing 97%; the next test is whether its $17 billion fourth-quarter guidance translates into sustained scale.
The governor-elect has promised a formal halt on new data-center approvals. For now, Texas developers face restrictions imposed under outgoing Governor Greg Abbott, not a Hinojosa order.
Tesla and SpaceX fell after the U.S. midterms, but the more durable questions concern power and permits for SpaceX computing, federal oversight, and a merger that has committees but no agreement.