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07.08.26 - 23:21
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The Democratic Party′s Four-Way Squeeze (ZeroHedge)
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The Democratic Party's Four-Way Squeeze
Authored by James Howard Kunstler,
“. . . it's subversion and nothing about it is accidental. it's a well worn playbook to use the democratic institutions of a high trust state to destroy a civilization.”
- El Gato Malo on Substack
The days might still be long, but this is a dark season in our country's politics. Everybody's nervous and many are furious, and yet all that emotion goes nowhere, just eats you up while you watch and wait for signs that help is on the way. What would that help even look like? Maybe a concerted effort to bum-rush a whole lot of bad ideas out of American life and replace them with better ideas that are worth building a life around.
Of the two political parties that used to vie between the interests of property and of labor, there is almost nothing left — nothing coherent, anyway.
Mr. Trump & Co. still stand outside a feckless Republican establishment that can only say “no.” That is bad enough, when it comes to...
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07.08.26 - 16:12
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Applied Optoelectronics Zooms 13% Higher on Pivotal Quarterly Print; Coherent Advances 13%, Lumentum Adds 8% (24/7 Wall St.)
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Optics and photonics stocks are shooting higher in Friday trading, led by Applied Optoelectronics (NASDAQ:AAOI) stock, which is up 13% to $140.72 following the company's latest quarterly report. Coherent (NYSE:COHR) stock is also up 13% to $379.26, while Lumentum (NASDAQ:LITE) stock is gaining 8% to $908.11 as investors extend the rally across the optical communications ... Applied Optoelectronics Zooms 13% Higher on Pivotal Quarterly Print; Coherent Advances 13%, Lumentum Adds 8%...
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07.08.26 - 01:00
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Maximus Metals Reports Widespread Polymetallic Soil Geochemical Anomalies at the Gaspard Project, British Columbia (The Newswire)
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August 6, 2026 - Vancouver, British Columbia – TheNewswire - Maximus Metals Inc. (CSE: MM) (the “Company”) is pleased to announce results from its Phase 1 property-wide geochemical program at the Gaspard project (the “Project”), located in the Cariboo Plateau region of south-central British Columbia, approximately 60 kilometres west of Williams Lake. The program, announced on June 30, 2026, is now complete, with all analytical results received and interpreted.
The program has defined a coherent, property-scale polymetallic soil geochemical signature comprising copper, zinc, lead and silver together with gold and the pathfinder elements arsenic, antimony, tungsten, molybdenum and bismuth. This element association, and its spatial coincidence across multiple metals, is the signature routinely used in British Columbia to vector toward hidden porphyry copper-gold and epithermal gold-silver systems. The past-producing Blackdome Au-Ag deposit, located approximately 25 km south of the Project, is one s...
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06.08.26 - 08:06
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US curbs on Chinese optical modules cloud Taiwan suppliers despite LMOC revenue record (Digitimes)
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The US Federal Communications Commission is reportedly drafting rules to prohibit imports of new Chinese optical transceiver modules, with the measures targeted for publication and implementation in 2026, drawing close market attention. Industry sources expect US suppliers Coherent and Lumentum to be the principal beneficiaries if the restrictions proceed. However, both companies produce their continuous-wave lasers in-house, meaning Taiwanese optical-communications suppliers may gain redirected orders but could still face near-term disruption....
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03.08.26 - 20:54
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US Back and Forth on Iran Confused Everyone in Region, Says Michael Allen (Bloomberg)
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Michael Allen, managing director of Beacon Global Strategies and a former national security aide to President George W. Bush, said that America's inability to stick to a coherent message on Iran has confused the American people and the MidEast region, including US adversaries. Allen also discussed the tentative agreement to rebuild Gaza, saying there is a low likelihood that it is enacted how it looks on paper but that the President and his team deserve credit for trying. (Source: Bloomberg)...
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31.07.26 - 21:18
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Applied Optoelectronics and Coherent Gain 7%, Lumentum Adds 5% as Risk-On Feeling Spreads to Optics Stocks (24/7 Wall St.)
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Optics and photonics stocks joined the broader tech rally in Friday afternoon trading, with Applied Optoelectronics (NASDAQ:AAOI) stock up 7%, Coherent (NYSE:COHR) stock rising 7%, and Lumentum (NASDAQ:LITE) shares adding 5%. The moves come as the NASDAQ 100 extends gains for a second consecutive session, having jumped 3% on Thursday before climbing another 0.81% today. The iShares Semiconductor ETF ... Applied Optoelectronics and Coherent Gain 7%, Lumentum Adds 5% as Risk-On Feeling Spreads to Optics Stocks...
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29.07.26 - 14:06
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Wolfspeed Strengthens Board with Appointment of Semiconductor and Technology Executive Andy W. Mattes (Business Wire)
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New Board member Andy W. Mattes brings deep industry expertise together with proven record leading global public companies through transformation and growthDURHAM, N.C.--(BUSINESS WIRE)--Wolfspeed, Inc. (NYSE: WOLF), a global leader in silicon carbide technology, announced today that Andy W. Mattes has been appointed to its Board of Directors, effective immediately.
Andy W. Mattes is a technology executive with more than 40 years of leadership experience in the semiconductor and advanced technology industries. He previously served as public-company CEO of Coherent and Diebold Nixdorf and has held senior leadership roles at Hewlett Packard, Siemens and McKinsey & Company. Mattes also has more than two decades of public-company Board experience and currently serves on the Board of AT&S AG, ams OSRAM AG and Cohu, Inc. Throughout his career, Mattes has built a strong record of strategic leadership, operational excellence and industry relationships. His experience in technology, operations and corporate govern...
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27.07.26 - 06:54
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China′s Two-Front Squeeze On America′s AI Build-Out (ZeroHedge)
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China's Two-Front Squeeze On America's AI Build-Out
Authored by Sean Tseng via The Epoch Times,
In early May, the head of an American chipmaker told investors his company was running short of a material most people have never heard of. A week later, he was on a plane to China alongside President Donald Trump, hoping to pry loose the export licenses his factories needed.
People view an AI data center at the SK networks stand during the MWC (Mobile World Congress), the world's biggest mobile fair, in Barcelona on March 3, 2025. Manaure Quintero/AFP via Getty Images
The company was Coherent, the executive was chief executive Jim Anderson, and the material was indium phosphide, a compound that turns electricity directly into laser light.
Anderson went in part to press China over the delays it had placed on shipments of the material, according to Reuters, citing three people familiar with the matter. Without indium phosphide, the warehouse-sized computer facilities behind America's push into ar...
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