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FOX NEWS US Murder weapons in Great Wolf Lodge family massacre may offer premeditation evidence: priv… Pessimistic CNBC TOP STORIES Norway's $2 trillion wealth fund was frozen out of major defense companies. That may be a… Neutral MARKET WATCH Nearly 40% of the S&P 500 is in a bear market. Here are 10 of those stocks that analysts … Bullish THE GUARDIAN WORLD NEWS Burnham to deliver speech in Scotland on devolution – UK politics live Bearish MOTOR1 AI Is Getting So Good Even Skoda's Designers Are Worried Neutral CNBC TOP STORIES This autonomous driving stock will rally as adoption accelerates, Citi says Bearish BUSINESS INSIDER Microsoft president warns Trump's immigration crackdown could drive top AI talent abroad Bearish BUSINESS INSIDER I took a 20% pay cut for 8 months so I could spend an entire summer with my kids. It was … Neutral MARKET WATCH Jefferies technical analyst finds an encouraging development in Thursday rebound, setting… Bullish CBS NEWS Body found in barrel at Lake Mead identified as Arkansas man Neutral THE GUARDIAN US NEWS ‘Too big to rig’: No Kings movement heads to the polls to boost early voting Bullish NEW YORK TIMES BUSINESS Indonesian Stocks Plunge as MSCI Threatens to Drop Market from Indexes Pessimistic WSJ ECONOMY Eurozone Swung to Goods-Trade Deficit in August Pessimistic COINTELEGRAPH CONNECT recap: Liquidity is tokenization’s next challenge, everyday stablecoins Neutral CNBC TOP STORIES U.S. Starlink curbs embolden Russia to intensify attacks on Ukraine, minister tells CNBC Bullish WSJ ECONOMY Wall Street Trading Desks Get Undermined Strong Bullish BUSINESS INSIDER I embraced girlboss culture in my 20s. It didn't take long to realize I wanted out. Neutral MARKET WATCH The best of the AI trade could be behind us. Here’s how to prepare, according to Barclays. Strong Bullish WSJ ECONOMY China Proposes Export Controls on AI Technologies Strong Bullish MOTOR1 Cadillac Escalade-V Gets An Extreme Makeover From Larte Bearish FOX NEWS US Murder weapons in Great Wolf Lodge family massacre may offer premeditation evidence: priv… Pessimistic CNBC TOP STORIES Norway's $2 trillion wealth fund was frozen out of major defense companies. That may be a… Neutral MARKET WATCH Nearly 40% of the S&P 500 is in a bear market. Here are 10 of those stocks that analysts … Bullish THE GUARDIAN WORLD NEWS Burnham to deliver speech in Scotland on devolution – UK politics live Bearish MOTOR1 AI Is Getting So Good Even Skoda's Designers Are Worried Neutral CNBC TOP STORIES This autonomous driving stock will rally as adoption accelerates, Citi says Bearish BUSINESS INSIDER Microsoft president warns Trump's immigration crackdown could drive top AI talent abroad Bearish BUSINESS INSIDER I took a 20% pay cut for 8 months so I could spend an entire summer with my kids. It was … Neutral MARKET WATCH Jefferies technical analyst finds an encouraging development in Thursday rebound, setting… Bullish CBS NEWS Body found in barrel at Lake Mead identified as Arkansas man Neutral THE GUARDIAN US NEWS ‘Too big to rig’: No Kings movement heads to the polls to boost early voting Bullish NEW YORK TIMES BUSINESS Indonesian Stocks Plunge as MSCI Threatens to Drop Market from Indexes Pessimistic WSJ ECONOMY Eurozone Swung to Goods-Trade Deficit in August Pessimistic COINTELEGRAPH CONNECT recap: Liquidity is tokenization’s next challenge, everyday stablecoins Neutral CNBC TOP STORIES U.S. Starlink curbs embolden Russia to intensify attacks on Ukraine, minister tells CNBC Bullish WSJ ECONOMY Wall Street Trading Desks Get Undermined Strong Bullish BUSINESS INSIDER I embraced girlboss culture in my 20s. It didn't take long to realize I wanted out. Neutral MARKET WATCH The best of the AI trade could be behind us. Here’s how to prepare, according to Barclays. Strong Bullish WSJ ECONOMY China Proposes Export Controls on AI Technologies Strong Bullish MOTOR1 Cadillac Escalade-V Gets An Extreme Makeover From Larte Bearish
Market Watch · May 4, 2026 6:21 PM EDT AI

Optics is the next big AI bottleneck. This company could be an underrated beneficiary.

GlobalFoundries just introduced a new technology to boost the use of co-packaged optics in AI data centers.

Optics is the next big AI bottleneck. This company could be an underrated beneficiary.
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