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The Markets Desk — Week 44 · Wed 28 Oct 2026
Data / Optics

What the wires between the chips are telling us.

What the filings saywe gathered it
—
not fetched yet

There is no line here yet — these filings carry words, not numbers. First numbers land in October.

What happened

on this beat, newest first

Where it comes from

what we read, and how often
The sources behind this tracker
SourceCadence
fcc.govwhat's about to ship, per optical/networking namecontinuous
SEC EDGARbacklog language across Coherent, Lumentum, Fabrinet, Ciena; custom-ASIC guidance at Broadcom/Marvellquarterly