新闻信息流

A mixed morning

Oracle Raised to Overweight From Equal-Weight by Stephens & Co. Ratings actions from Benzinga: https://www.benzinga.com/quote/ORCL/analyst-ratings (13:38 GMT) Oracle Price Target Raised to $213.00/Share From $185.00 by Stephens & Co. Ratings actions from Benzinga: https://www.benzinga.com/quote/ORCL/analyst-ratings

🔴 ⚠️ BREAKING: Iran's President Pezeshkian: The Supreme Leader has granted the government certain authorities regarding negotiations - ISNA

🔴 Iran's President Pezeshkian: The Supreme Leader has granted the government certain authorities regarding negotiations - ISNA

IRAN SUPREME LEADER HAS GRANTED GOVT AUTHORITY FOR TALKS: IRNA

Iran's President Pezeshkian: We firmly reject the enemy’s false claims and excessive demands - Press TV

Marvell Narrows Its F3Q Revenue Outlook — Market Talk. Marvell narrows its F3Q revenue outlook. The company says it now expects revenue of $3.15 billion plus of minus 2%. It had previously guided for F3Q revenue of $3.15 billion, plus or minus 5%. The new outlook comes as Marvell agrees to buy data-center-optics maker Lumentum in an all-stock deal worth roughly $80 billion. (connor.hart@wsj.com)

America’s richest families are the most likely to have big families. 49% of families in the top 1%, earning $1.4 million or more a year, have three or more children, more than any other income group, per Federal Reserve

SPOT GOLD RISES NEARLY 1% TO $3,911.11/OZ

Moody's affirms Oracle's Baa2 rating on new note offering; outlook remains negative $ORCL

MARVELL TO ACQUIRE LUMENTUM IN $115 BILLION AI CONNECTIVITY MEGA-DEAL; LITE HOLDERS GET 23.9% PREMIUM — LITE POSITIVE $LITE

【最新内容：zerohedge @zerohedge · 2026-11-02T13:34:23.000Z】 And just a little more insult to injury, sending ORCL stock down 18% in 4 days *ORACLE FILES TO OFFER $10B OF COMMON STOCK *ORACLE FILES TO OFFER $10B OF COMMON STOCK 【引用内容：zerohedge @zerohedge · 2026-11-02T13:16:16.000Z】 Five days later, ORCL is raising $10BN in capital. You can't make this up. x.com/zerohedge/stat…

Moody's Ratings Affirms Oracle's Baa2 Rating On New Note Offering; Outlook Remains Negative https://moodys.com/research/Moodys-Ratings-affirms-Oracles-Baa2-rating-on-new-note-Rating-Action--PR_532434…

Iran's President Pezeshkian: The Supreme Leader has granted the government certain authorities regarding negotiations - ISNA

Oracle plans to raise $20 billion through bonds and stock sales. Oracle ORCL plans to raise $20 billion through the sale of bonds and new shares, two US regulatory filings showed on Monday, in a move that adds to its fundraising for expensive AI and cloud infrastructure. Shares of the company slipped 3.5% in premarket trading. Oracle said it will use the money for general corporate purposes. That can include capital spending, paying down debt, acquisitions, dividends and share buybacks. The company said last week that it expects capital spending to peak this fiscal year and the next as it builds more cloud-computing capacity, but pledged to raise no more than $20 billion in additional financing for AI through fiscal 2030.

Redwire In Play Ahead of Earnings: Here’s What Investors Need to Know. Redwire Corporation RDW shares are in the spotlight Monday, with earnings on deck, backlog and gross margin in focus and a technical setup showing a downtrend with improving momentum all drawing attention. Redwire stock is showing upward movement. Why is RDW stock advancing? Earnings Preview & History Redwire is scheduled to report third-quarter earnings on Nov. 4 after the market closes. Analysts estimate a loss of about 12 cents per share along with revenue of $125.48 million. For the prior quarter, Redwire reported a loss of 19 cents per share, missing the consensus estimate of a loss of 17 cents. The company also posted revenue of $117.07 million, beating the consensus estimate of $107.30 million. What to Watch : Backlog, Margins & Cash Flow Investors will be closely tracking backlog and bookings, after Redwire reported a record $542.1 million backlog in the second quarter on a book-to-bill ratio of 1.42, helped by contract wins including a high-eight-figure NATO unmanned aircraft contract. Full-year guidance will also be in focus. Redwire reaffirmed 2026 revenue guidance of $450 million to $500 million, which implies growth of about 42% at the midpoint, so the third-quarter number shows whether it is on pace. Gross margin will draw attention too, after it reached a record 27.8% in the second quarter from negative margins a year earlier. Defense Tech, where Redwire is delivering its Octopus ISR payloads, is the growth driver, with nearly 200 delivered so far this year. Cash flow will be watched as well. Free cash flow was negative in the second quarter, and Redwire said the net loss narrowed to $41.0 million while adjusted EBITDA improved to a loss of $3.2 million. Redwire Trades 23.4% Below 200-Day Average as MACD Signals Easing Downtrend Redwire is still in a longer-term downtrend: the stock is trading 6% below its 20-day SMA ($9.03) and 23.4% below its 200-day SMA ($11.08), which keeps rallies vulnerable to selling pressure. The 20-day SMA sitting below the 50-day SMA, plus the death cross (50-day below 200-day) that formed in October, reinforces that the bigger-picture trend hasn’t repaired yet. Momentum is improving at the margin, though, and MACD is the cleaner lens right now: MACD being above its signal line (with a positive histogram) suggests downside pressure is easing versus the prior downswing. That matters because it can be an early "momentum turn" signal—even if price still needs to reclaim key moving averages to confirm a true trend reversal. From a levels standpoint, traders are watching nearby pivots rather than distant averages given the stock’s current location in the range: Key Resistance : $9.00 — a round-number area that also lines up closely with the 20-day SMA/EMA zone where rebounds can stall Key Support : $8.00 — a nearby round-number level that can act as a first line of defense if the premarket bounce fades Zooming out, Redwire is far off its 52-week high of $26.64 after a swing high in August and a swing low in October, which frames the current action as a bounce attempt inside a broader drawdown. The stock’s 12-month gain of 13.84% also highlights how choppy the path has been—big swings, but with the longer-term trend still needing repair. Redwire Shares Edge Higher RDW Price Action: At the time of publication, Redwire shares are trading 0.87% higher at $8.46, according to data from Benzinga Pro .

Lumen and Microsoft Expand Collaboration to Co-Sell Enterprise AI-Ready Networks. Lumen Technologies ( LUMN ) and Microsoft ( MSFT ) today announced an expanded co-selling collaboration to help enterprises overcome a critical challenge in AI adoption: connecting the data, applications, and infrastructure that power AI workloads. As AI initiatives expand, organizations need to use data and applications distributed across public clouds, private data centers, offices, and partner environments. Yet the networks connecting these environments often remain fragmented and complex. Lumen’s capabilities help customers align network transformation with Microsoft Azure modernization plans earlier, so connectivity, security, data movement, and AI infrastructure decisions are planned as part of one enterprise architecture. Lumen’s extensive network and on-demand control capabilities provide Azure customers with the simplified connectivity and resilient, high-performance network foundation needed to put AI to work. As part of the expanded collaboration, Lumen intends to bring its full suite of cloud networking and application connectivity capabilities to Azure, expanding how customers can access and deploy Lumen capabilities through Microsoft’s cloud and AI ecosystem. “AI is reshaping where applications run and how organizations use and move data,” said Katy Brown, corporate vice president, Americas Markets and Industries at Microsoft. “Microsoft is committed to giving customers choice as they connect existing environments to Azure. Our work with Lumen is focused on helping customers align their broader network transformation with their Azure cloud and AI priorities, while taking advantage of Azure's native networking, security, scale, and innovation.” “Enterprises are moving quickly to adopt AI, but many are still figuring out how to connect the data, applications, and infrastructure behind it,” said Ryan Asdourian, chief strategy and marketing officer at Lumen. “Together with Microsoft, we’re bringing cloud, network, and AI planning together earlier and putting AI to work more effectively.” Expanding Enterprise Access to Cloud-Native Networking Through expanded co-sell efforts, Microsoft and Lumen intend to extend joint account planning engagement around enterprise opportunities where network modernization, Azure cloud platform migration, and AI transformation increasingly converge. The companies also plan to identify opportunities to bring additional Lumen capabilities to Azure and Microsoft Marketplace over time. Alkira, a Lumen Connect® solution available through Microsoft Marketplace, provides customers with an established purchasing option for its cloud-native networking capabilities. The collaboration supports several enterprise priorities: Connect distributed data for AI : Link enterprise sites, data centers, and clouds to support Azure-based AI initiatives. Simplify hybrid and multi-cloud networking: Apply consistent policies and visibility across distributed environments. Adapt as needs change : Connect new clouds, partners, and applications without treating each as a separate networking project. Lumen and Microsoft will share additional details about the expanded collaboration as joint go-to-market plans progress. For more information, visit Microsoft Marketplace. About Microsoft Microsoft (Nasdaq “MSFT” @microsoft) creates platforms and tools powered by AI to deliver innovative solutions that meet the evolving needs of our customers. The technology company is committed to making AI available broadly and doing so responsibly, with a mission to empower every person and every organization on the planet to achieve more. About Lumen Technologies Lumen is unleashing the world’s AI potential. As the trusted network for AI, we ignite business growth by connecting people, data and applications quickly, securely and effortlessly. Lumen’s physical infrastructure, programmable network and connected ecosystem give enterprises a simpler way to move data from virtually anywhere to anywhere in real time to support their AI needs. Together, Lumen’s owned fiber backbone and cloud-native control plane provide a differentiated platform for connecting, securing and operating modern enterprise environments at global scale. From metro connectivity and long-haul data transport to cloud networking, security services, digital platform capabilities and connectivity orchestration, Lumen meets customers’ needs today and as they build for tomorrow. Lumen and Lumen Technologies are registered trademarks of Lumen Technologies, Inc. in the United States. Forward-Looking Statement This release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding Lumen’s expanded collaboration with Microsoft, planned co-selling activities, future availability and integration of Lumen capabilities through Azure and Microsoft Marketplace, and anticipated benefits for enterprise cloud, AI and agentic workloads. These statements are based on current expectations and are subject to risks and uncertainties that could cause actual results to differ materially from those expressed or implied, including changes in partner plans, development and integration delays, customer adoption, competition, and cybersecurity or service disruptions. For a discussion of these and other risks and uncertainties, please refer to Lumen’s filings with the U.S. Securities and Exchange Commission, including its most recent Annual Report on Form 10-K and subsequent Quarterly Reports on Form 10-Q. These statements speak only as of the date made. Lumen undertakes no, and expressly disclaims any, obligation to update any forward-looking statements. BACKGROUND Connecting the data behind enterprise AI Lumen with Alkira combines its extensive network infrastructure with advanced network orchestration, giving enterprises a single portal to connect, secure, and manage their networks across hybrid and multi-cloud environments. Microsoft Azure provides the cloud and AI services to modernize infrastructure, build applications, and scale AI workloads. Customers can leverage Azure-native networking capabilities, including Azure Virtual WAN, alongside Lumen connectivity and cloud-native networking capabilities based on their business requirements. As enterprises move from AI experimentation toward agent-operated business processes, connectivity alone will not be enough. Organizations will need a secure, governed foundation spanning networks, cloud infrastructure, data, identities, applications and AI agents. Microsoft and Lumen plan to explore how AI-ready connectivity and Microsoft's agent governance and security capabilities can work together to support these increasingly distributed environments. The initiative builds on the companies’ longstanding relationship. Lumen's Private Connectivity Fabric supports Microsoft data center connectivity, while Microsoft Azure supports Lumen's workload modernization. The expanded collaboration applies that experience to enterprise cloud networking and AI infrastructure planning, creating a foundation for deeper joint work across Azure, AI-ready connectivity, and governed agentic workloads. View source version on businesswire.com: https://www.businesswire.com/news/home/20261102592130/en/

Marvell Tech CEO: Expect Combined Co With Lumentum To Become One Of The Top Five Largest AI Infrastructure Semiconductor Companies. Marvell Technology Inc. MRVL and Lumentum Holdings Inc. LITE : MARVELL TECH CEO: EXPECT COMBINED CO WITH LUMENTUM TO BECOME ONE OF THE TOP FIVE LARGEST AI INFRASTRUCTURE SEMICONDUCTOR COMPANIES LUMENTUM CEO: ANNOUNCING OUR SECOND MAJOR NPO AND CPO WIN, A MASSIVE MILESTONE THAT WE EXPECT TO GENERATE OVER $5 BILLION IN REVENUE MARVELL TECH CFO: EXPECT THE TRANSACTION TO ACCELERATE REVENUE GROWTH AND BE ACCRETIVE TO OUR NON-GAAP GROSS AND OPERATING MARGINS, INCLUSIVE OF THE $1 BILLION-PLUS IN RUN RATE SYNERGIES WE PRIMARILY SEE FROM COGS MARVELL TECH CFO: EXPECT THE COMBINATION TO BE ACCRETIVE TO NON-GAAP EPS, STARTING IN YEAR ONE POST-CLOSE

Stephens & Co. upgrades Oracle to Overweight from Equal-Weight, raises price target to $213 from $185. Stephens & Co. upgraded Oracle to Overweight from Equal-Weight and raised its price target to $213 from $185, a 15.1% increase. The price target implies an upside of 63.0% from the Oct 30 close of $130.67. Recent analyst actions on Oracle Date Firm Action Rating Price target Oct 29 TD Cowen Reiterates Buy $240 Oct 29 Oppenheimer Reiterates Outperform $275 Oct 29 Piper Sandler Maintains Overweight $225 Oct 26 Wells Fargo Maintains Overweight $250 Oct 23 Goldman Sachs Maintains Buy $206 Across the five most recent analyst notes published on Oracle over the past 30 days, price targets range from $206 to $275. Explore more price target data and ratings for Oracle on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

Rare Iranian Strike On Vessel Hundreds Of Miles From Strait Of Hormuz

Marvell Technology to buy Lumentum in $115bn deal. Lumentum shareholders will receive a fixed exchange ratio of 4.500 shares of Marvell common stock for each share of their shares. Once the deal closes, current Marvell shareholders will own around 67% of the combined company on a fully diluted basis, while Lumentum shareholders will own 33%. The combined company will have a total addressable market of $550bn and the deal is expected to enhance its long-term revenue growth, non-GAAP gross margin and non-GAAP operating margin profile, and provide line of sight to more than $1bn in annual run-rate cost synergies. Marvell also said it’s expected to be accretive to its non-GAAP earnings per share in year one post-close. Marvell chairman and chief executive Matt Murphy said: "AI infrastructure is undergoing a fundamental architectural shift toward optical connectivity, creating an opportunity that comes along once in a generation. "The companies that move first and help define this transition will set the standard for decades to come. By bringing together two leaders with highly complementary technologies, exceptional talent and specialised manufacturing capabilities, we intend to help shape the next era of AI connectivity and create exceptional stockholder value." Once the deal closes, Murphy will continue as chairman and CEO of the combined company. Lumentum president and CEO Michael Hurlston said: "Joining Marvell creates a company uniquely positioned to capitalise on a market opportunity of $550 billion and generate significant, sustainable stockholder value. "Surging AI data traffic requires rapid hardware innovation, and this combination enhances our ability to deliver next-generation solutions at scale. Together with Marvell, we will meet our customers' complete interconnect needs, spanning scale-across and scale-out today to scale-up and scale-in domains tomorrow. By offering extreme co-design around our customers' demanding requirements, we will help them achieve faster time to market, accelerated innovation cycles and category-defining performance."

【最新内容：Evan @StockMKTNewz · 2026-11-02T13:23:12.000Z】 ORACLE $ORCL ALSO FILES TO OFFER $10B OF COMMON STOCK 【引用内容：Evan @StockMKTNewz · 2026-11-02T13:02:50.000Z】 Oracle $ORCL today started a $10 Billion sale of debt

ORACLE FILES TO OFFER $10B OF COMMON STOCK

Chip Maker Marvell Agrees to Buy Lumentum in $80 Billion Deal— WSJ. By Anissa Gardizy and Robbie Whelan Artificial-intelligence chip maker Marvell agreed to buy data-center-optics maker Lumentum in an all-stock deal worth roughly $80 billion. The deal will combine two of the fastest-growing enablers of AI. Marvell designs custom AI chips and other technology that connects processors and moves data around data centers. Buying Lumentum would expand its offerings in technology that uses light to move data between chips and servers. Nvidia is a strategic investor in both companies. Under the terms of the agreement, Lumentum stockholders will receive 4.5 shares of Marvell common stock for each share of Lumentum common stock they own, the companies said Monday. Including debt, the deal is valued at about $115 billion. Lumentum makes lasers, chips and optical interconnectivity hardware that are incorporated into data-center servers. A key player in the once-obscure field of photonics, Lumentum and other companies like it produce technology that seeks to help computers transmit data between semiconductors faster than can be done over traditional copper wire connections. Lumentum has a market value of around $76 billion, while Marvell's is about $172 billion. Marvell's data-center segment made up less than 10% of its revenue in 2016, but now comprises the majority and is its leading growth engine. Chief Executive Matt Murphy has said Marvell "bet the farm" to build up its data-center business. In early March, Nvidia announced a multiyear purchase commitment for Lumentum's advanced laser components. As part of that deal, Nvidia said it would invest $2 billion in Lumentum to support research and development, as well as the company's manufacturing capabilities in the U.S. Later that month, Nvidia invested $2 billion in Marvell as part of a strategic partnership aimed at helping companies that develop custom AI chips to connect more easily to Nvidia systems. If a deal is completed, Marvell's technology could benefit hardware that competes with Nvidia. Marvell is best-known for helping develop custom AI chips for Amazon Web Services. In August, Marvell disclosed an expanded commercial partnership with Google that gives the tech giant rights to buy Marvell shares. "AI infrastructure is undergoing a fundamental architectural shift toward optical connectivity, creating an opportunity that comes along once in a generation," Murphy said, adding that the deal will help to shape the next era of AI connectivity. Write to Anissa Gardizy at anissa.gardizy@wsj.com and Robbie Whelan at robbie.whelan@wsj.com

WH Sr. Adviser Hassett interview on CNBC ends

WH Sr. Adviser Hassett on Binance: Very much looking at this at White House

Oracle to offer $10 billion in bonds. Oracle ORCL plans to offer $10 billion of floating and fixed rate notes, according to a filing with the US Securities and Exchange Commission.

Oracle files to offer $10b of common stock, $ORCL

Oracle Files To Offer USD 10B Common Stock

WH Sr. Adviser Hassett: I don't think there's risk of AI wholesale selloff

Hassett: AI is a really well financed ecosystem. This is not like financial crisis at all. So much cash in ecosystem, people should be reassured - CNBC

CrowdStrike and CoreWeave expand pact to secure AI workloads $CRWD $CRWV

Up to 1.5 million Americans could call in sick or take the day off to play GTA V on November 19, according to estimates cited by the International Business Times.

【最新内容：zerohedge @zerohedge · 2026-11-02T13:16:16.000Z】 Five days later, ORCL is raising $10BN in capital. You can't make this up. 【引用内容：zerohedge @zerohedge · 2026-10-28T18:34:57.000Z】 *ORACLE TO LIMIT ADDITIONAL CAPITAL RAISES TO $20B FOR FY27-FY30 correction: market to limit Oracle's capital raises

Morning Kickstart: Oil tumbles as Iran talks continue. USD mixed ahead of ISM

$CRWV $CRWD - COREWEAVE PARTNERS WITH CROWDSTRIKE TO SECURE MISSION-CRITICAL AI WORKLOADS AT SCALE

CrowdStrike, Inc. Expands AI Security Partnership With CoreWeave. CrowdStrike and CoreWeave announced an expanded strategic partnership bringing CrowdStrike Falcon protection and 24/7 managed security expertise to customers running AI workloads on CoreWeave Cloud. CoreWeave also supports training and inference for CrowdStrike SafeMind. Material Details # Detail AI Analyst View 1 Falcon protection added to CoreWeave Cloud Extends CrowdStrike's security offering to AI workloads on a partner cloud, but the release gives no contract value or revenue impact. 2 24/7 managed security expertise included Adds a managed-service element to the joint offering; pricing, customer uptake and financial contribution were not disclosed. 3 CoreWeave supports SafeMind training and inference Links CoreWeave infrastructure to CrowdStrike's security-model development, but no workload scale or commercial terms were provided. Context by AI Analyst This is an expansion of an existing partnership, rather than a disclosed financial result or quantified contract. Customer adoption, commercial terms or measurable revenue contribution would be needed to establish a larger catalyst. Based on the original press release from CrowdStrike, Inc. distributed by BusinessWire.

CoreWeave Partners with CrowdStrike to Secure Mission-Critical AI Workloads at Scale. Fal.Con Europe 2026 -- CrowdStrike ( CRWD ) and CoreWeave ( CRWV ), The Essential Cloud for AI™, today announced an expanded strategic partnership to secure production AI at scale. CoreWeave is bringing CrowdStrike Falcon® platform protection and 24/7 managed security expertise to customers running mission-critical AI workloads on its cloud, making industry-leading cybersecurity foundational to production AI. "Production AI is becoming mission-critical, and adversaries know it," said Daniel Bernard, chief business officer at CrowdStrike. "CoreWeave powers some of the world's most advanced AI. CrowdStrike secures where it runs. Together, we're bringing the same protection trusted by the world's leading enterprises to the AI cloud platform powering the AI revolution, delivered at the source." "The world's most demanding AI workloads require a platform built for performance, scale, and security," said Jon Jones, chief revenue officer at CoreWeave. "Security is engineered into CoreWeave Cloud from the ground up. By bringing CrowdStrike Falcon protection and 24/7 managed security expertise to our cloud, we're giving customers the security they need to move AI into production with confidence. Our work with CrowdStrike, including supporting SafeMind training and inference, reflects a shared commitment to advancing both AI infrastructure and cybersecurity." Securing Production AI with the Falcon Platform The new joint offering brings together four key capabilities to protect mission-critical AI workloads: Real-time Protection for AI Workloads: Falcon Cloud Security delivers visibility and protection across cloud workloads, containers, and GPU clusters to identify and stop threats targeting production AI environments. Proactive, Around-the-clock Threat Hunting: Falcon Adversary OverWatch provides 24/7 expert threat hunting to uncover sophisticated adversaries targeting mission-critical AI workloads and intellectual property. Fully Managed Detection and Response: Falcon Complete Cloud Security delivers 24/7 managed detection and response, from investigation and containment through full remediation, reducing the burden on security teams. Expert Support: CrowdStrike Elite Support provides dedicated expertise to help customers maintain protection across their AI environments. Powering the Next Generation of Cyber AI with CrowdStrike SafeMind Building on their partnership to power the secure AI cloud, CoreWeave provides the high-performance AI platform supporting the training and inference for CrowdStrike SafeMind, CrowdStrike’s family of purpose-built security models and harnesses. About CrowdStrike CrowdStrike ( CRWD ), a global cybersecurity leader, has redefined modern security with the world’s most advanced cloud-native platform for protecting critical areas of enterprise risk – endpoints and cloud workloads, identity and data. Powered by the CrowdStrike Security Cloud and world-class AI, the CrowdStrike Falcon® platform leverages real-time indicators of attack, threat intelligence, evolving adversary tradecraft, and enriched telemetry from across the enterprise to deliver hyper-accurate detections, automated protection and remediation, elite threat hunting, and prioritized observability of vulnerabilities. Purpose-built in the cloud with a single lightweight-agent architecture, the Falcon platform delivers rapid and scalable deployment, superior protection and performance, reduced complexity, and immediate time-to-value. CrowdStrike: We stop breaches. Learn more: https://www.crowdstrike.com/ Follow us: Blog | X | LinkedIn | Instagram Start a free trial today: https://www.crowdstrike.com/trial © 2026 CrowdStrike, Inc. All rights reserved. CrowdStrike and CrowdStrike Falcon are marks owned by CrowdStrike, Inc. and are registered in the United States and other countries. CrowdStrike owns other trademarks and service marks and may use the brands of third parties to identify their products and services. About CoreWeave CoreWeave is The Essential Cloud for AI®. Built for pioneers by pioneers, CoreWeave delivers a fully integrated platform of technology and teams that enables innovators to move at the pace of innovation, building and scaling AI with confidence. Trusted by 9 of the 10 leading foundation model providers, CoreWeave serves as a force multiplier by combining superior infrastructure performance with deep technical expertise to accelerate human discovery. Established in 2017, CoreWeave completed its public listing on Nasdaq (CRWV) in March 2025. View source version on businesswire.com: https://www.businesswire.com/news/home/20261101186895/en/

Barclays To Start Car Finance Payouts This Week - Sky

Marvell To Acquire Lumentum In $115 Bln All-Stock Deal. WASHINGTON (dpa-AFX) - Marvell Technology, Inc. (MRVL), a fabless semiconductor company, said Monday that it has agreed to acquire optical and photonic products maker Lumentum Holdings Inc. (LITE) in an all-stock deal with an implied enterprise value of $115 billion. Under the terms of the agreement, Lumentum shareholders will receive 4.5 shares of Marvell stock for each share they own. The deal represents a premium of approximately 23.9% based on the companies' unaffected closing share prices on October 28, 2026, valuing each Lumentum share at approximately $1,132. Marvell said the combination will bring together its electrical and optical interconnect, switching and custom silicon technologies with Lumentum's high-performance lasers and optical transceivers to create a broad AI connectivity portfolio serving data centers to advanced semiconductor packages. Following the transaction, Marvell shareholders will own approximately 67% of the combined company, while Lumentum shareholders will hold the remaining 33%. Three Lumentum directors, including CEO Michael Hurlston, will join Marvell's board. The transaction is expected to close in the first half of calendar 2028. The combined company is expected to have a total addressable market of $550 billion and generate more than $1 billion in annual cost synergies. The deal is also expected to boost Marvell's non-GAAP earnings per share in the first year after closing. Additionally, Marvell said preliminary third-quarter revenue is expected to be in line with its previous guidance, with the expected range narrowed to plus or minus 2%, compared with its earlier forecast of $3.150 billion, plus or minus 5%. 'AI infrastructure is undergoing a fundamental architectural shift toward optical connectivity, creating an opportunity that comes along once in a generation,' said Matt Murphy, Chairman and CEO of Marvell. In pre-market trading, Marvell shares rose nearly 1% after closing at $196.40 on Friday, while Lumentum shares declined nearly 1% after ending the previous session at $840.70. Copyright(c) 2026 RTTNews.com. All Rights Reserved Copyright RTT News/dpa-AFX

*IRAN'S NAVY CLAIMS TANKER STRUCK MINE IN EASTERN HORMUZ: FARS

Fluence Energy names Axel Meier interim CEO and Ricardo Roizen interim CFO. Fluence Energy appointed Axel Meier interim CEO and Ricardo Roizen interim CFO, while reporting the departures of CEO Julian Nebreda, CFO Ahmed Pasha and Chief Customer Success Officer John Zahurancik. Individual Julian Nebreda Axel Meier Ricardo Roizen Ahmed Pasha John Zahurancik Role President and CEO; director Interim CEO; director Interim CFO CFO Senior Vice President and Chief Customer Success Officer Type of Change Departed as CEO and resigned from the Board Appointed interim CEO and re-appointed to the Board Appointed interim CFO Departed the Company Departed the Company Effective Date October 30, 2026 November 2, 2026 October 30, 2026 October 30, 2026 October 30, 2026 Reason Not disclosed Interim appointment Interim appointment Not disclosed Not disclosed Replacement Info Axel Meier appointed interim CEO Not disclosed Not disclosed Ricardo Roizen appointed interim CFO Not disclosed Background Details Former CFO of Siemens Smart Infrastructure and Siemens Building Technologies Former CFO of AES Andes and Head of International Treasury and Growth for AES Board/Committee Role Changes Resigned from the Board Resigned as a Siemens Industry director designee and from Board committees; re-appointed as a director for a term ending at the 2027 annual meeting Compensation/Agreement Terms Eligible for severance under the Company’s Executive Severance Plan $1,015,000 annual base salary; eligible for a discretionary cash bonus tied to transition completion and placement of a permanent CEO; not eligible for the Executive Severance Plan Secondment for up to 90 days or longer by mutual agreement; AES Andes continues salary and other compensation or benefits; term ends upon appointment of a new CFO Eligible for severance under the Company’s Executive Severance Plan Eligible for severance under the Company’s Executive Severance Plan Original SEC Filing: Fluence Energy, Inc. [ FLNC ] - 8-K - Nov. 02, 2026

Futures Rise As Oil Slides Below $100 On Trump Iran Diplomacy Report, Tech Bounces Ahead Of Midterms

Fluence Energy Files 8K - Regulation FD >FLNC. Fluence Energy Inc. (FLNC) filed a Form 8K - Regulation FD Disclosure - with the U.S Securities and Exchange Commission on November 02, 2026. On November 2, 2026, the Company issued a press release announcing certain executive leadership changes, including those described in Item 5.02 of this Current Report on Form 8-K. A copy of the Press Release is attached hereto as Exhibit 99.2. The information in Item 7.01 of this Current Report on Form 8-K (including Exhibit 99.2 attached hereto) shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly provided by specific reference in such a filing. The full text of this SEC filing can be retrieved at: https://www.sec.gov/Archives/edgar/data/1868941/000110465926120941/tm2628729d1_8k.htm Any exhibits and associated documents for this SEC filing can be retrieved at: https://www.sec.gov/Archives/edgar/data/1868941/000110465926120941/0001104659-26-120941-index.htm Public companies must file a Form 8-K, or current report, with the SEC generally within four days of any event that could materially affect a company's financial position or the value of its shares.

Fluence Energy Files 8K - Director, Officer or Compensation Filing >FLNC. Fluence Energy Inc. (FLNC) filed a Form 8K - Director, Officer or Compensation Filing - with the U.S Securities and Exchange Commission on November 02, 2026. Chief Executive Officer and Chief Financial Officer Transitions On October 30, 2026, Julian Nebreda departed from his position as President and Chief Executive Officer of Fluence Energy, Inc. (the "Company"), effective immediately. Mr. Nebreda also resigned from the Company's Board of Directors ("the Board"), effective immediately, which resignation did not result from any disagreement with the Company on any matter relating to the Company's operations, policies or practices. Axel Meier, who has served on the Board since January 2020, was appointed by the Board as interim Chief Executive Officer on October 30, 2026, which appointment was effective on November 2, 2026. Mr. Meier previously served as a director designee of Siemens Industry, Inc. ("Siemens Industry") and its Permitted Transferees (as defined in the Company's Stockholders Agreement, dated as of October 27, 2021, by and among the Company, Fluence Energy, LLC, Siemens Industry, AES Grid Stability, LLC, and Qatar Holding LLC (as amended and modified from time to time, the "Stockholders Agreement")) pursuant to Siemens Industry's rights under the Stockholders Agreement. On November 1, 2026, Mr. Meier resigned as a director designee of Siemens Industry and its Permitted Transferees, and each committee of the Board on which he served, including the Compensation and Human Resources Committee and the Finance and Investment Committee. On October 30, 2026, Mr. Meier was re-appointed to serve as a director of the Company's Board, effective as of November 2, 2026, for a term expiring at the Company's annual meeting of stockholders to be held in 2027 and until his respective successor is duly elected and qualified or his earlier death, disqualification, resignation or removal. Mr. Meier, age 63, previously served as Chief Financial Officer of Siemens Smart Infrastructure from April 2019 until June 2026, and he ceased providing any services to Siemens Industry or its affiliates prior to his appointment as interim Chief Executive Officer of the Company. From 2015 to April 2019, Mr. Meier served as the Chief Financial Officer of Siemens Building Technologies. He started his career at Siemens in 1988 with increasing responsibilities in businesses pertaining to communications, industry, and infrastructure. On October 30, 2026, the Board also appointed Ricardo Roizen as the Company's interim Chief Financial Officer, replacing Ahmed Pasha upon his departure from the Company, in each case, effective immediately. Mr. Roizen, age 47, served as Chief Financial Officer of AES Andes S.A. ("AES Andes") and Head of International Treasury and Growth for The AES Corporation ("AES"). Pursuant to a secondment agreement among the Company, AES and AES Andes, Mr. Roizen has been seconded from his role at AES Andes to fulfill the interim Chief Financial Officer position at the Company. Prior to his current role at AES Andes, Mr. Roizen served as Director of Corporate Finance at AES Gener from 2012 to 2018 and Head of Financial Structuring beginning in 2008. Mr. Roizen holds a degree in Commercial Engineering, with a concentration in Business Administration, from Pontificia Universidad Católica de Chile, and a dual MBA from Universidad de Chile and Tulane University. Other than as described below, there are no arrangements or understandings between each of Mr. Meier or Mr. Roizen and any other person pursuant to which each of Mr. Meier and Mr. Roizen is being appointed as the Company's interim Chief Executive Officer and interim Chief Financial Officer, respectively. Neither Mr. Meier nor Mr. Roizen has any direct or indirect material interest in any transaction required to be reported pursuant to Item 404(a) of Regulation S-K. There are no family relationships existing between each of Messrs. Meier and Roizen and any executive officer or director of the Company, respectively. As previously disclosed in the Company's filings with the Securities and Exchange Commission (the "SEC"), Mr. Meier previously served as one of Siemens Industry's designees on the Company's Board pursuant to Siemens Industry's director nomination rights under the Stockholders Agreement. As previously disclosed in filings with the SEC, Siemens Industry is an indirect subsidiary of Siemens AG. Currently, the Company's principal stockholders include Siemens AG, SPT Holding Sarl ("SPT Holding"), and Siemens Pension-Trust e.V. ("SPT e.V."). SPT Holding is a wholly owned subsidiary of SPT e.V. and as such, SPT e.V. may be deemed to share beneficial ownership of the shares of the Company's Class A common stock beneficially owned by SPT Holding. Siemens AG is an affiliate of SPT e.V. and as such, may be deemed to share beneficial ownership of the Company's Class A common stock beneficially owned by SPT e.V. Siemens AG, SPT Holding, and SPT e.V. have joined as a party to a number of agreements entered into by and among the Company, Siemens Industry, and its other principal stockholders and their respective affiliates which provide a framework for the Company's relationship with these stockholders, including the Stockholders Agreement. In the ordinary course of the Company's business, Siemens AG and its affiliates have purchased, and the Company expects that Siemens AG and its affiliates may in the future purchase, the Company's products and services for energy storage projects. In addition, Siemens AG and its affiliates supply the Company with goods and services, and the Company expects that they will continue to provide the Company with goods and services in the future, that are used when delivering and maintaining energy storage projects for the Company's customers and occasionally used for research and development efforts. Siemens AG and its affiliates have also provided, and may in the future provide, consulting services to the Company. At times, Siemens AG and its affiliates and the Company have entered, and may in the future enter, into master consortium agreements to deliver battery-based energy storage products and related service contracts to external customers as well as other types of collaboration agreements. For additional information regarding the Company's transactions and arrangements with Siemens AG and its affiliates, see the section titled "Certain Relationships and Related Person Transactions" in the Company's definitive proxy statement for its 2026 annual meeting of stockholders, filed with the SEC on January 26, 2026. In connection with his appointment as interim Chief Executive Officer, Mr. Meier entered into an offer letter (the "Offer Letter") with the Company setting forth the terms of his employment. Pursuant to the terms of the Offer Letter, Mr. Meier's annual base salary is $1,015,000. In addition, Mr. Meier will be eligible to receive a discretionary cash bonus for successful completion of the transition and the placement of a permanent President and Chief Executive Officer of the Company. Given the interim nature of his position, Mr. Meier will not be eligible to participate in the Company's Executive Severance Plan. Mr. Meier will, however, be eligible to participate in the Company's broad-based health and welfare benefit plans and broad-based retirement plan, subject to the terms and conditions thereof. A copy of the Offer Letter is attached hereto as Exhibit 99.1. In addition, in connection with Mr. Roizen's appointment as interim Chief Financial Officer, AES Andes, an affiliate of AES, entered into a secondment agreement with the Company and AES to second Mr. Roizen to the Company for up to 90 days or longer, as mutually agreed (the "Secondment Term"). AES Andes will continue to pay Mr. Roizen's salary and any other compensation or benefits during the Secondment Term. The Secondment Term will automatically terminate when a new Chief Financial Officer of the Company is appointed. As noted above, Mr. Roizen is employed at AES Andes, an affiliate of AES. In the ordinary course of our business, AES and its affiliates have purchased, and we expect that AES and its affiliates will continue to purchase, our products and services for energy storage projects in multiple countries. AES Grid Stability is a principal stockholder of the Company and is party to a number of agreements entered into by and among the Company and its other principal shareholders and their respective affiliates which provide a framework for the Company's relationship with these shareholders, including the Stockholders Agreement. When performing our obligations pursuant to such contracts, we may, from time to time, enter into related change orders, settlements with AES or its applicable affiliates, and other related arrangements to such underlying contracts. The Company also provides consulting services to AES whereby the Company will advise and, in some cases, provide support to AES on procurement, logistics, design, safety, and commissioning of projects. For additional information regarding the Company's transactions and arrangements with AES and its affiliates, see the section titled "Certain Relationships and Related Person Transactions" in the Company's definitive proxy statement for its 2026 annual meeting of stockholders, filed with the SEC on January 26, 2026. Mr. Meier previously entered into, and Mr. Roizen is expected to enter into, the Company's standard indemnification agreement for directors and officers in the form filed as Exhibit 10.13 to the Company's Registration Statement on Form S-1/A (File No. 333- 259839), filed with the SEC on October 19, 2021. Departure of Named Executive Officer John Zahurancik, the Company's Senior Vice President and Chief Customer Success Officer, departed the Company on October 30, 2026, effective immediately. Benefits under the Executive Severance Plan

Top Overnight News Oil dropped after a report said President Trump wants to give diplomacy with Iran more time before potentially resuming strikes following Tuesday’s midterm elections. Both Brent and WTI declined about 3%. BBG Iran said it could have Hormuz reopened within 2 days if the US agrees to its conditions, which include a removal of the strait blockade: Al Arabiya Pakistan’s military is “cautiously optimistic” about its mediation between Iran and the United States, its spokesman said on Friday in his first interview since a high-level delegation visited Tehran this week. RTRS Gulf Arab states fear another US-Israeli attack on a better-prepared Iran could unleash an even more destructive war across the region, leaving them to pick up the pieces. BBG Goldman Sachs raised oil-price forecasts for the year-end and 2027 on elevated risks to supplies, joining other banks in hiking their outlooks after months of war in the Middle East. BBG The U.S. is backing a quick resumption of Russian natural-gas sales to Europe via pipelines running through Moscow’s wartime enemy -Ukraine- as part of negotiations aimed at securing an energy ceasefire ahead of the coming winter, according to U.S., European and Ukrainian officials. WSJ China’s central bank announced on Monday it would start a fresh round of a swap facility that would channel about $15 billion into the struggling onshore stock market, after its worst monthly sell-off in a decade dealt a heavy blow to investor confidence and threatened to add new risks to the country’s financial system. SCMP Chinese buying of US farm goods other than soybeans is on track for a seven-year low this year despite an agreement to purchase billions of dollars in imports, a Reuters analysis of customs data showed, underscoring long-running uncertainties about the deal. RTRS Wall Street is bracing for the biggest overhaul of Treasury sales guidance in years on Wednesday, with some dealers expecting cuts to 20- and 30-year bond issuance. Buyback guidance may also change. BBG Binance's customers have withdrawn almost $5 billion from the world's biggest cryptocurrency exchange since it reopened after a hack that saw $6.3 billion of crypto stolen from the platform in what could be the largest financial heist in history. RTRS In Senate races, Democrats lead in Michigan, Texas, Kansas, Maine and Ohio, hold an edge in Alaska and are effectively tied with the GOP in Iowa, final polls by the NYT and Siena showed. BBG 60% of S&P 500 companies have beaten consensus EPS expectations by more than a standard deviation of analyst estimates, above the historical average of 50% but a step down from the average of 64% during the past 4 quarters. Likewise, for the aggregate S&P 500, Q3 earnings so far have come in above consensus expectations, but the size of the upside surprise has been smaller than in recent quarters. GS US President Trump said he may have to become "Mr Veto" if Democrats secure a majority in Tuesday's midterm elections: New York Post (via Fox News) White House has reportedly been preparing contingency plans for months to advance parts of the president's agenda by executive action if Democrats win control of Congress and has prepared for congressional investigations of the administration. Newsquawk OpenAI reportedly lowered its fundraising target by USD 10bln to around USD 20bln at a USD 1.25tln valuation, down from USD 30bln at a USD 1.4tln valuation last month, as an AI stock sell-off and rival Anthropic's anticipated public listing complicate efforts to secure investor commitments: Financial Times Anthropic plans Japan share sale worth as much as USD 3.5bln ahead of Nasdaq listing: filing OPEC+ keeps December quotas stable as focus turns to 2027 limits. BBG Alstom shares plunged as much as 31% after the train maker cut its FY margin guidance and warned of a significant free-cash outflow. BBG Fitch revised France's credit rating outlook to negative in an unscheduled review, citing weaker economic growth, higher borrowing costs and a widening fiscal deficit. BBG/Newsquawk JPM's Feroli sees 54.5 for ISM manufacturing, 55.5 for ISM services and +75k for October payrolls with the unemployment rate falling to 4.1%; Goldman also forecasts +75k vs consensus +62k. JPM/GS

Marvell $MRVL CEO Matt Murhpy just said this about his companies purchase of Lumentum $LITE “AI infrastructure is undergoing a fundamental architectural shift toward optical connectivity, creating an opportunity that comes along once in a generation” “The companies that move first and help define this transition will set the standard for decades to come. By bringing together two leaders with highly complementary technologies, exceptional talent and specialized manufacturing capabilities, we intend to help shape the next era of AI connectivity and create exceptional stockholder value.”

French Rail Giant Alstom Crashes On "Painful" Second Warning

Intel Stock Slides Again Monday: What's Going On. Intel Corporation INTC stock fell further in Monday’s premarket trading after plunging 28.58% on Friday, as disappointing fourth-quarter guidance and concerns over persistent PC market weakness and memory-related pressures fueled fears of a prolonged slowdown extending into 2027. The move came even as S&P 500 futures rose 0.5% and Nasdaq futures also traded higher, keeping the focus on Intel-specific concerns rather than the broader market. Weak Q4 Outlook Keeps Pressure on Intel Intel beat third-quarter expectations with 52 cents in EPS on $16.51 billion in revenue, but its fourth-quarter outlook came in well below Wall Street estimates . The company guided adjusted EPS to 25 cents, compared with the 43-cent consensus, and revenue to $15 billion-$16 billion, versus about $17.05 billion expected. BofA Sees a Multi-Quarter Balancing Act Bank of America Securities analyst Vivek Arya downgraded Intel to Neutral from Buy, arguing that the company faces a multi-quarter challenge balancing PC weakness against stronger AI data-center demand. Arya told CNBC on Friday that Intel’s data-center business is growing rapidly, but the company remains more exposed to PCs, where IT budgets are under pressure as customers redirect spending toward AI. He said Intel’s strategy of investing in manufacturing and expanding external foundry demand makes sense, but those investments require substantial upfront capital and could take three to five years to generate meaningful returns. Arya said AI demand should remain strong but prefers to wait for more evidence of external customer wins and continued data-center progress. Moorhead Stays Positive on Foundry Moor Insights & Strategy analyst Patrick Moorhead took a more constructive view and said Intel’s longer-term foundry thesis remains intact despite the selloff. Moorhead told CNBC on Friday that investors are primarily betting on Intel’s ability to manufacture chips for outside customers rather than on its PC business. He expects a better manufacturing setup in 2027 as Intel aligns server and PC products more closely with its 18A and 18A-P processes. Moorhead also expects deferred PC demand to return once memory pricing stabilizes, with more optimism for 2028 than 2027. KeyBanc Sees Foundry and Server CPU Upside KeyBanc Capital Markets analyst John Vinh maintained an Overweight rating while trimming his price forecast. Vinh told CNBC on Friday that the near-term PC outlook is disappointing and also cited a fab incident in Israel that created about a 200-basis-point gross-margin headwind. However, he sees the longer-term opportunity in foundry, advanced packaging and server CPUs. Vinh expects more than $30 billion of external foundry and packaging opportunities by 2030 and projects Intel’s data-center business to grow about 60% next year. He said component demand could fall 25%-30% against a roughly 10% decline in PC units, but believes foundry and server CPU growth can eventually offset that weakness. Technical Analysis Intel shares trade 32.6% below their 20-day simple moving average (SMA), 35.7% below the 50-day SMA and 25.2% below the 200-day SMA. The 20-day SMA remains below the 50-day SMA, signaling short-term weakness. However, the 50-day SMA remains above the 200-day SMA, suggesting the longer-term trend has not fully reversed. Meanwhile, Intel’s relative strength index (RSI) stands at 25, indicating oversold conditions. Although this could support a short-term rebound, it does not guarantee a recovery. The stock has gained 66.48% over the past year despite its recent decline. Traders are watching resistance near $86.86 and support around $32.89, the stock’s 52-week low. Analyst Outlook The stock carries a consensus Hold rating and an average analyst price forecast of $96.33 . On Oct. 30, UBS and JPMorgan maintained Neutral ratings while lowering their price forecasts to $80. Freedom Broker downgraded Intel to Hold and reduced its forecast to $90. Price Action INTC Stock Price Activity: Intel shares were down 1.55% at $64.74 during premarket trading on Monday, according to Benzinga Pro data .

IRAN'S IRGC REPORTS OIL TANKER STRUCK NAVAL MINE IN STRAIT OF HORMUZ Iran's Revolutionary Guard (IRGC) says a tanker struck a naval mine and caught fire in the eastern Strait of Hormuz, according to Fars News Agency. The IRGC claims the vessel was operating in a restricted area with its navigation systems disabled. Iranian officials warned other tankers against entering high-risk zones without authorization.