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Marvell

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1. Sold out versus sold off: the week the AI trade stopped paying for promises

   Published Oct 10, 2026, 4:51 PM ET · By Nicholas Thomas

   Marvell laid out an $80 billion plan and got 1% for the week. Lumentum said it has nothing left to sell until 2029 and got 5% in a day. Here is the week with receipts, and a Moonshot for October 12–16.