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Optical Communication Conference (2026 OFC): The telecom conference has become an AI conference, with the focus on "how to pack higher-density optical fibers into smaller spaces."

Optical Communication Conference (2026 OFC): The telecom conference has become an AI conference, with the focus on "how to pack higher-density optical fibers into smaller spaces."

``` The annual Optical Fiber Communication Conference (OFC) is undergoing a transformation. Once a premier optical exhibition focused on the telecom industry, it has now fully shifted towards AI infrastructure. This year's conference is being held in Los Angeles this week, with giants like Corning, Cisco, Arista, Nokia, and

A few ships "can only pass by sailing along the Iranian coastline"! To restart the Strait of Hormuz, only an Iranian ceasefire will suffice.

A few ships "can only pass by sailing along the Iranian coastline"! To restart the Strait of Hormuz, only an Iranian ceasefire will suffice.

``` As the Middle East conflict enters its third week, commercial shipping in the Strait of Hormuz has plunged into extreme decline. While a few ships are still passing through, the passage is more akin to “controlled release.” JPMorgan stated in its latest client report that shipping in the strait is

U.S. storage stocks rose across the board, with Western Digital, Seagate, and SanDisk surging to new highs, and Micron joining the "500 billion dollar club."

U.S. storage stocks rose across the board, with Western Digital, Seagate, and SanDisk surging to new highs, and Micron joining the "500 billion dollar club."

``` The AI-driven wave of demand for storage chips is pushing the entire sector to new heights. At the close of U.S. stock markets on Tuesday, the storage and data storage sector surged across the board. Micron Technology's market value closed above $500 billion for the first time,

Rare bearish gold report: $5,000 gold price is too high, comparable to the peaks in 1980 and 2011.

Rare bearish gold report: $5,000 gold price is too high, comparable to the peaks in 1980 and 2011.

``` Bloomberg strategists have issued a warning: the surge in gold prices is evolving from a store of value into speculative bets, with multiple technical indicators showing this bull market may be nearing its end. On March 17, Bloomberg commodity strategist Mike McGlone pointed out, as of the end of February,

Wall Street News Breakfast FM-Radio | March 18, 2026

Wall Street News Breakfast FM-Radio | March 18, 2026

``` Huajian Morning Voice Please upgrade to the latest version of Jianwen APP in order to successfully listen to the following audio. Market Overview The Middle East situation remains stalemated, markets await the Federal Reserve interest rate decision. The three major US stock indices closed with slight gains. The energy sector

"New Federal Reserve News Agency": From "when to cut interest rates" to "whether to cut interest rates," focus on three major signal windows

"New Federal Reserve News Agency": From "when to cut interest rates" to "whether to cut interest rates," focus on three major signal windows

``` Nick Timiraos believes that at this meeting, Fed officials are no longer discussing when to cut rates, but whether they can still maintain their commitment to rate cut expectations in the market. On March 17, Nick Timiraos, a reporter for The Wall Street Journal known in the market as the

Meta further shrinks its metaverse strategy; Quest headsets will no longer be able to access Horizon Worlds.

Meta further shrinks its metaverse strategy; Quest headsets will no longer be able to access Horizon Worlds.

``` Meta has announced that its Quest headset users will no longer be able to access Horizon Worlds, a virtual space where users could gather and play games as cartoon avatars. This move marks Meta’s further retreat from Zuckerberg’s once-core “Metaverse” strategy. Meta stated on Tuesday that, starting June