Supply chain news, week of November 2, 2026

Machine summary October PMI data showed U.S. manufacturing expanded for a 10th consecutive month at 55.5 percent, Irish manufacturing activity grew, and eurozone manufacturing growth continued despite supply chain pressures. ISM's Prices Index remained at 75.2 percent, and respondents cited constrained raw material availability alongside inflationary pressures attributed to the Iran war and trade policy.

Reported by TradingView, Supply Chain Dive, Irish Examiner, Finimize, London South East, Business Post, and 7 more outlets.

• TradingView

Full coverage: every report, when each was published, and who was named (13 outlets)

Machine summary Key facts from the reports:

1. TechCrunch reports that an all-stock deal was signed by Marvell to take over Lumentum, carrying an enterprise value of $115 billion, debt included, while equity was valued at roughly $80 billion.
2. Each Lumentum share is to be exchanged for 4.5 shares of Marvell common stock, per the reported terms
3. TechCrunch compares the deal with Microsoft's $68.7 billion Activision Blizzard purchase in 2022 and Dell's $67 billion EMC deal in 2016

Reported by Bloomberg and techcrunch.com.

• Lumentum Holdings

Reports ran from 23:25 UTC on Nov 2 to 00:48 UTC on Nov 3.

The outlets that reported this event are listed with links to their reports; no summary of ours passed our automated checks for it, which says nothing about the event (how they work).

Reported by techcrunch.com and businessinsider.com.

• Apple
• iPhone Duo

Machine summary CMA CGM Group has finished buying FedEx Supply Chain out of FedEx Corp., putting the deal's enterprise value at $1.4 billion, Logistics Manager reports.

1. CMA CGM Group completed the acquisition of FedEx Supply Chain from FedEx Corp. at an enterprise value of $1.4 billion, Logistics Manager reported.
2. CMA CGM completed its $1.4 billion acquisition of FedEx Supply Chain and folded the acquired business into subsidiary CEVA Logistics. CMA CGM also entered a freight partnership.
3. CMA CGM and FedEx also entered multi-year commercial agreements covering air and ocean freight, according to the report.
4. Rodolphe Saadé, chairman and CEO of CMA CGM Group, said the completed deal strengthens the group's long-term investment in the United States.
5. Saadé described the acquisition as advancing a strategy of end-to-end logistics spanning ocean, air, land and contract logistics networks.

Reported by LM - Logistics Manager and logistics-manager.com.

• FedEx
• FedEx Supply Chain
• CMA CGM Group
• CEVA Logistics

Machine summary Key facts from the reports:

1. Results published by the carrier indicated that quarterly revenue increased about 41%, going from $4.45 billion to $6.27 billion.
2. ONE raised its full-year net profit forecast to $2 billion from $900 million and lifted its revenue outlook to $21 billion from $19.4 billion for the fiscal year ending March 2027, its second guidance upgrade of the fiscal year after an earlier increase from $300 million to $900 million following first-quarter results.
3. The carrier moved 3.396 million TEU in the quarter, up 6.3% year on year, at an average freight rate of $1,709 per TEU versus $1,252 a year earlier (FreightWaves).
4. First-half revenue totaled $10.812 billion and net profit $1.35 billion, compared with $371 million a year earlier; nearly all of the half's profit came in the second quarter.
5. Trans-Pacific demand drew on U.S. inventory replenishment and data-centre and industrial equipment shipments, while Asia–Europe services faced pricing pressure as available capacity increased, the report says.

Reported by The Loadstar and freightwaves.com.

• Ocean Network Express (ONE)

Reports ran from 16:10 UTC on Nov 4 to 12:44 UTC on Nov 5.

The outlets that reported this event are listed with links to their reports; no summary of ours passed our automated checks for it, which says nothing about the event (how they work).

Reported by ESG Today and Supply Chain Dive.

• ESG Today