Mergers and Acquisitions (M&A)
7 articles on this topic, newest first.
Marvell's $115 Billion Lumentum Deal: Is AI's Next Bottleneck Light, Not Chips?
Marvell's purchase of Lumentum points to a contest beyond GPU speed, in data transfer and power efficiency. Whether the price is right is not yet confirmed.
Marvell Bought AI's Highway. Wall Street Sold the Stock.
Marvell's roughly $115 billion all-stock deal for Lumentum is a bet on optical networking in AI data centers. Investors started with the price.
Tesla-SpaceX Merger: The Exchange Ratio Matters More Than the $3.5 Trillion Headline
Merger talks between Musk's two companies are now formal. For Tesla shareholders, the key question is the price: how many SpaceX shares each Tesla share becomes, which shapes returns, ownership and voting power.
Tesla and SpaceX: What Shareholders Should Watch in Musk's Next Chapter
A Roadster demo, a proposed stock gift to children and a new proxy-voting program have fueled merger talk. No deal has been announced, and the exchange terms would matter more than any one price.
Why Nvidia may give AI away: the real money is in the hardware that runs it
Nvidia is weighing a deal for open-model developer Reflection AI. If the strategy works, the gains may reach beyond Nvidia to the companies that connect AI chips inside data centers.
Why a Power Company Wants to Pay $20 Billion for Design Software
In Schneider Electric's talks to buy PTC, the deal matters less than the direction: power, automation, industrial data and design software merging into one operating stack.
Grok 4.7's Real Weapon Isn't Performance, It's Cost Per Finished Task
At $2 per million input tokens and $6 per million output tokens, SpaceXAI is pitching Grok 4.7 as an agent model for long coding and knowledge work. The number investors should watch is not the benchmark leaderboard but the total cost of finishing a job and how widely it gets adopted.
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