Michael Hurlston, CEO of Lumentum, says the optoelectronic products his company produces for AI infrastructure projects are effectively "sold out" through nearly 2029, driven by surging demand from technology companies. He discusses the business outlook and global demand for AI, speaking exclusively

Three consecutive days — LEVI (Oct 6), HELE (Oct 7 excerpt) and now PEP + HELE (Oct 8) — all requiring tariff refund decomposition. The Q3 2026 earnings season analytical filter is now established: headline margin beats are suspect until confirmed ex-tariff.

US Stocks open lower as a three-headed geopolitical and policy shock hits simultaneously — the Pentagon has been ordered to prepare for a possible resumption of major Iran strikes

Lesquin, 8 October 2026, 6.00 p.m.

We've been patient and waited for the stock to come down.

Race to develop new services has moved into high gear with a series of launches

US private equity giant Carlyle Group said its agreement to buy most of Lukoil PJSC foreign assets has terminated.

Lufthansa, Indian airlines suspend flights to Riyadh after Houthi attacks Reuters

Trump says US will not attack Iran before midterm elections in November Reuters

Corgi MANGOS, prime brokerage, longshot predictions and AGM buffet arbitrage.