Marvell nears a deal to acquire Lumentum amid AI data-center optics push

Across the three summaries, all sources align on the core claim: Marvell is nearing an acquisition of Lumentum and the report is driving Lumentum’s shares higher. The main differences are emphasis and specificity. MarketWatch highlights a potential next-week agreement window, while Bloomberg frames the deal as a major AI-driven consolidation and notes it is for data center optics, citing people familiar with the matter. Seeking Alpha focuses on the stock move and the advanced-talks premise, but the provided summary does not add extra timing, deal structure, or additional strategic detail beyond what Bloomberg provides. No conflicting figures or alternative outcomes are presented.