Binance co-CEO says customers won't lose a dime after massive $6B heist

Impact · against what's priced in

The news is largely noise for the listed stocks. The reported tech sell-off involving Apple and Palantir is a general market movement that does not undermine their specific fundamental growth assumptions, and the Marvell/Lumentum deal is a strategic shift not currently captured in Marvell's data-center centric valuation.

MRVL+0.40

Not in the price yet

In context

The $115B acquisition of Lumentum to lead in AI connectivity is a strategic expansion not mentioned in the current valuation drivers, which focus primarily on Teralynx and custom silicon.