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Lumentum, the optical networking component maker that Marvell Technology said on Monday it would buy, was swept up by Wednesday’s election-driven sell-off of stocks that have benefited most from the AI data center boom. But investors shouldn’t lose sight of t…

What we know

  • Source: The Information
  • Byline: Anita Ramaswamy
  • Published: 04 Nov 2026 18:54

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