Marvell to Acquire Lumentum in $115B All-Stock AI Deal
Marvell Technology agreed to acquire Lumentum in a $115B all-stock deal at 4.500 MRVL shares per LITE share, uniting AI computing and optical networking.
Artificial Intelligence
Market-focused coverage of artificial intelligence companies, infrastructure spending, business models, and adoption. We examine the filings, financial metrics, and competitive forces behind the headlines.
Anthropic Files Form S-1 for Nasdaq IPO Under Ticker ANT
Anthropic has filed Form S-1 for a Nasdaq IPO under ticker ANT, revealing $16.3B in first-half 2026 revenue and $131.7B in liquid reserves.
Proofpoint to Acquire Varonis for $6.3B in All-Cash Deal
Proofpoint and Thoma Bravo agreed to acquire Varonis Systems for $49.75 per share in a $6.3B cash deal. Here are the core M&A terms and financing details.
Accelevation Prices $540M Nasdaq IPO at $18 to Fund AI Growth
Accelevation Holdings Corp. prices its $540M Nasdaq IPO at $18.00 per share to expand AI data center power systems and repay term loan borrowings.
CleanSpark Closes $2.276B Notes for Meta AI Campus
CleanSpark subsidiary CSDC Finance closed $2.276B in 7.875% notes due 2031 to fund its Meta-leased 175 MW Sandersville AI data center campus.
Cognex to Acquire RealSense in $500M Cash Deal for Robotics
Cognex agreed to acquire Intel spin-out RealSense for $500M in cash plus $106.5M in equity and retention, targeting the $1.6B robotic perception market.
Iambic Therapeutics Files Form S-1 for Nasdaq IPO Under IAM
Iambic Therapeutics filed a Form S-1 with the SEC to list on Nasdaq under IAM, backed by Nvidia and Coatue, with $207.9M in cash and clinical HER2 data.
Sandisk Enters S&P 100 as Nike Exits in Mega-Cap Rebalance
Sandisk joins the S&P 100 on Monday, Sept. 21, replacing Nike as a 600% AI memory rally eclipses legacy consumer blue chips. Here is what the shift means.
Apple’s $100 iPhone 18 Pro Hike Meets 3-Week Delivery Backlog
Apple’s iPhone 18 Pro and Pro Max arrived in stores with a $100 price hike. But 3-week delivery delays show strong demand, lifting Q1 blended ASPs.
Senate Blocks AI Data Center Bill: What It Means for Stocks
The Senate blocked the Ratepayer Protection Act. Here is what the clash over AI data center grid costs means for power producers and hyperscalers.