Communications & Networking

TradingKey - The expansion of AI data centers is driving demand growth for high-speed optical modules, lasers, and optical switching equipment. Lumentum's (LITE) business is more focused on optical communications, while Coherent (COHR) covers industrial lasers and engineered materials in addition to data center connectivity products.

TradingKey - On Friday, September 18 (ET), futures tied to the three major U.S. stock indices were mixed in pre-market trading. The pullback in international oil prices eased inflationary pressures, while the Federal Reserve's rate hike further bolstered its policy credibility. Coupled with a marginal cooling of Middle East tensions, market risk appetite improved significantly. Nvidia's optimistic earnings outlook also drove a rebound in the technology and chip-related sectors.

TradingKey - On Thursday, September 17 (ET), futures on the three major US stock indexes rose collectively in pre-market trading. While the Federal Reserve delivered its rate hike and signaled room for further monetary policy tightening, the market believes the current tightening cycle will not necessarily continue to accelerate. Meanwhile, a retreat in international oil prices eased some inflationary pressures, driving a simultaneous rebound in both US stock and bond markets.

TradingKey - Nokia (NOK) announced on Thursday a further expansion of its partnership with Microsoft (MSFT) to integrate the Nokia Data Suite with Microsoft Fabric, jointly building a data and AI platform for telecom operators to accelerate the deployment of network automation and Agentic AI in operator networks. Following the announcement, Nokia's U.S. pre-market shares rose nearly 5% to $10.59, after the company's ADR closed up 3.05% at $10.14 on Wednesday.

TradingKey - On Wednesday (September 16) Eastern Time, futures tied to the three major US stock indexes rose in pre-market trading. As the countdown to the Federal Reserve's interest rate meeting begins, US stock and bond markets saw a slight rebound, while international oil prices, which had previously been strengthening, temporarily lost upward momentum as investors await the rate decision and the latest policy guidance.

TradingKey - On September 16, Nokia Defense, the defense business unit of Nokia (NOK), and C3IA, a UK-based systems engineering and security services firm, announced the signing of a memorandum of understanding (MoU). Reached during the Defense Vehicle Dynamics (DVD) 2026 exhibition in the UK, the partnership will integrate advanced connectivity technologies with defense systems integration capabilities to jointly support the digital transformation of the UK defense sector.