EchoStar Gains on SpaceX Talks; Lumentum, Marvell Reach Deal | Stock Movers
THE SO WHAT
SpaceX exploring wireless with EchoStar and Marvell moving on Lumentum both point to tighter vertical integration between space, networking, and photonics. If you’re building in connectivity or optical components, expect fewer pure-play vendors and more end-to-end stacks controlled by a small number of capital-heavy players.
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