Tuesday, November 3, 2026 · Morning edition
Five developments in AI infrastructure, professional information, buyer research, design and streaming.
NextTech
Marvell Agrees to Buy Lumentum in $115 Billion AI Deal
Marvell agreed to acquire Lumentum in an all-stock transaction with an implied enterprise value of $115 billion. The companies expect closing in the first half of 2028, subject to shareholder and regulatory approvals and other conditions.
Why it matters: The proposal would consolidate semiconductor and optical-networking capabilities serving AI infrastructure; it does not mean a combined product portfolio is available today.
Now
Thomson Reuters Revenue Rises 10%, Resets 2026 Outlook
Thomson Reuters reported 10% third-quarter revenue growth and revised its full-year outlook to exclude Global Print. Earlier comparative periods are being restated following the print-business separation.
Why it matters: Executives comparing results with older guidance need to distinguish changes in the reporting perimeter from changes in underlying demand.
NextCommerce · Analysis
B2B Buyer Research: Preference Is Not Campaign Proof
Julie Wohlberg examines 6sense’s new buyer research alongside earlier TrustRadius findings. The analysis distinguishes reported vendor preferences from evidence that an individual marketing campaign caused a purchase.
Why it matters: Marketing budgets need a testable measurement plan, not a survey percentage treated as proof of incremental revenue.
NextDesign · Analysis
Swiss Post Sans Shows Why Font Changes Are System Work
Aiden Conner examines current reporting on an existing Swiss Post typeface project whose replacement brief required compatibility with established layouts. The article proposes checks for multilingual templates, tables and service information.
Why it matters: A brand-system rollout needs evidence of operational fit; a polished type specimen alone does not demonstrate compatibility or an accessibility improvement.
NextEnt
MS NOW Membership Adds Live TV on Connected Platforms
MS NOW expanded live-channel and on-demand access for direct subscribers to connected-TV platforms. Additional member-exclusive programming and interactive features are scheduled to reach those screens in the first quarter of 2027.
Why it matters: The change extends the network’s direct-to-consumer distribution route without establishing how many subscribers it will add or retain.
Prepared by the NextNow News Desk. Browse recent editions.