Earnings season is back. The post lists companies reporting earnings on Tuesday, Wednesday, and Thursday. It mentions a newsletter visualizing the schedule.
Key points
Tuesday earnings: JPM, GS, WFC, GS, C, JNJ, UNH, DPZ
Wednesday earnings: ASML, BAC, MS, BLK
Sources
LITE optical-component demand outlook through 2029
LITE’s CEO says AI optical-component capacity is effectively sold out through early 2029. He expects roughly 70% of demand for some products to remain unmet through 2027 and about 30% unmet for other products through 2028.
Key points
Capacity sold out through early 2029.
70% of demand for some products unmet through 2027.
30% of demand for other products unmet through 2028.
