Core Insights - Sivers Semiconductors and POET Technologies have formed a strategic partnership to combine their technologies, aiming to deliver scalable and energy-efficient light sources for AI datacenters [1][4] - The collaboration focuses on addressing the growing demands for high-speed connectivity in AI datacenters, as traditional technologies reach their performance limits [2][3] Group 1: Partnership Details - The partnership integrates Sivers' distributed feedback (DFB) laser technology with POET's Optical Interposer™ platform, creating high-performance Light-Engine solutions for future pluggable transceivers and External Light Sources (ELS) [3][4] - Prototypes of the new technology are expected to be demonstrated to customers in the first half of 2026, with production readiness targeted for the end of 2026 [4] Group 2: Market Context - The demand for co-packaged optics (CPO) is increasing due to next-generation GPU architectures, which require innovative technologies like continuous wave (CW) lasers [2][3] - The partnership positions both companies to capitalize on the rapidly growing AI optical connectivity market, which is essential for the evolving needs of hyperscale data centers [4][6]

North Sea-focused Harbour Energy on Thursday said a review of its UK operations has resulted in a reduction of 250 jobs due to significantly lower anticipated investment in the UK driven by the domestic fiscal regime. ...

Datadog, Inc. (NASDAQ:DDOG) will release earnings results for the third quarter before the opening bell on Thursday, Nov. 6.Analysts expect the New York-based company to report quarterly earnings at 46 cents per share, compared to 46 cents per share in the year-ago period. The consensus estimate for Datadog's quarterly revenue is $852.27 million, compared to $690.02 million a year earlier, according to Benzinga Pro.On Aug. 7, Datadog raised its FY25 guidance.Shares of Datadog fell 1.6% to close at $154.98 o ...

Core Insights - The Franco-Dutch carrier group reported an increase in unit costs during the third quarter, influenced by factors such as labor, air-traffic, and airport charges, although the rate of increase is showing signs of moderation [1] Group 1 - Unit costs rose in the third quarter [1] - Increases in unit costs were driven by labor, air-traffic, and airport charges [1] - The rate of cost increases is moderating [1]

Group 1 - The article emphasizes the importance of enabling Javascript and cookies in browsers to prevent access issues [1] - It highlights that users with ad-blockers may face restrictions when trying to access content [1]

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Group 1 - The article discusses the Asia Value & Moat Stocks research service, which targets value investors looking for Asia-listed stocks with significant discrepancies between price and intrinsic value, focusing on deep value balance sheet bargains and wide moat stocks [1] - The current year turnover for the group is expected to be at the lower end of guidance, which is perceived as a one-off situation [1] - The Legal segment is anticipated to maintain a fast growth trajectory moving forward [1] Group 2 - The Value Pendulum is highlighted as an Asian equity market specialist with over a decade of experience, providing investment ideas particularly for the Hong Kong market [1] - The service offers a variety of watch lists with monthly updates to assist investors in identifying potential investment opportunities [1]

Core Insights - The manufacture sales increased by 13%, indicating a slowdown in momentum attributed to delays in the German government's procurement decisions [1] Group 1 - The increase in manufacture sales is quantified at 13% [1] - The slowdown in momentum is linked to procurement delays from the German government [1]

Core Viewpoint - The central bank has maintained a tighter hold on the policy reins compared to most of its peers, largely due to the stability of the Southeast Asian economy [1] Group 1 - The central bank's policy approach reflects a commitment to maintaining economic stability in the region [1] - The stability of the Southeast Asian economy has been a significant factor in the central bank's policy decisions [1]

Core Insights - A.P. Moller-Maersk reported third-quarter operating profit that exceeded expectations and has raised the lower end of its full-year profit forecast [1] Financial Performance - The company achieved an operating profit in the third quarter that was above market expectations [1] - The lower end of the full-year profit forecast has been increased, indicating a positive outlook for the remainder of the year [1]