https://corevaluequest.com/2026/11/03/coverage-brief-2026-11-03/ 2026-11-03T07:00:00Z CoreValue Research en Marvell agrees to buy Lumentum for $115bn in stock, but its own 32% slide means the offer is now worth less than Lumentum was before the talks; Oracle files to raise $20bn in a day 2026-11-03T07:00:00Z Blog https://corevaluequest.com/2026/11/03/earnings-radar-2026-11-03/ 2026-11-03T07:00:00Z CoreValue Research en This week so far: Eaton's order book was rewarded, while Shopify's margin guide and Lumentum's sale for falling Marvell stock were not. AMD, Arista and Super Micro report tonight; Qualcomm, Arm and AppLovin tomorrow 2026-11-03T07:00:00Z Blog