We have put together stories from our coverage on electric and new energy vehicles from the past two weeks to help you stay informed. If you would like to see more of our reporting, please consider subscribing. 1. Chinese firm Xpeng builds driverless cabs, challenging Tesla’s FSD software Chinese electric vehicle (EV) maker Xpeng has begun mass production of autonomous cabs powered by its own chip...
We have put together stories from our coverage on electric and new energy vehicles from the past two weeks to help you stay informed. If you would like to see more of our reporting, please consider subscribing. 1. Chinese firm Xpeng builds driverless cabs, challenging Tesla’s FSD software Chinese electric vehicle (EV) maker Xpeng has begun mass production of autonomous cabs powered by its own chips, likely to mount yet another challenge on Tesla as both companies pursue a leading position in...
SNS Insider pvt ltd The U.S. Co-Packaged Optics (CPO) Market size was valued at USD 39.61 million in 2025 and is predicted to attain a value of USD 834.82 million by 2035, growing with a CAGR of 30.25%. This growth is mainly attributed to huge investments in hyperscale artificial intelligence infrastructure in various data centers of leading cloud computing providers like Amazon Web Services, Micr...
SNS Insider pvt ltd The U.S. Co-Packaged Optics (CPO) Market size was valued at USD 39.61 million in 2025 and is predicted to attain a value of USD 834.82 million by 2035, growing with a CAGR of 30.25%. This growth is mainly attributed to huge investments in hyperscale artificial intelligence infrastructure in various data centers of leading cloud computing providers like Amazon Web Services, Microsoft Azure, Google Cloud, Meta, and Oracle in the United States. The Europe co-packaged optics market size, on the other hand, is forecasted to be USD 24.86 million in 2025 and is set to increase to USD 468.24 million by 2035, with a CAGR of 34.15%. Growth in both markets is due to increased usage of silicon photonics technology. Austin, May 27, 2026 (GLOBE NEWSWIRE) -- Co-Packaged Optics Market Size & Growth Outlook: According to the SNS Insider, “The Co-Packaged Optics (CPO) Market Size was valued at USD 91.27 million in 2025 and is expected to reach USD 1,923.64 million by 2035, growing at a CAGR of 35.70% over 2026–2035.” AI Infrastructure Bandwidth Crisis Creating Urgent CPO Adoption Imperative at Hyperscale Data Centres, Drive Market Growth Globally The main factor driving structural growth in the co-packaged optics market is the mathematically certain infrastructure bandwidth bottleneck that will be generated from the exponential scaling up of the scale of AI training clusters, whereby the amount of bandwidth necessary for the all-to-all GPU connectivity model used in the training process scales quadratically with respect to the size of the cluster, thus reaching a point where the power and bandwidth constraints of plug-in transceivers become critical. Co-Packaged Optics Market Size and Growth: Market Size in 2025 : 91.27 million Market Size by 2035 : 1,923.64 million CAGR : 35.70% during 2026–2035 Base Year : 2025 Forecast Period : 2026–2035 Historical Data: 2022–2024 Get a Sample Report of Co-Packaged Optics Market Forecast @ https://www.snsinsider.com/sample-requ...
The Islamic Terrorist Conquest Of West Africa Authored by Lawrence Franklin via The Gatestone Institute, The widened scope and quickened pace of the Islamic State's military operations in the Sahel region -- just below North Africa, roughly from Senegal to Sudan -- threatens to alter the strategic orientation of the African continent. Efforts at countering terrorist operations in the Sahel, such a...
The Islamic Terrorist Conquest Of West Africa Authored by Lawrence Franklin via The Gatestone Institute, The widened scope and quickened pace of the Islamic State's military operations in the Sahel region -- just below North Africa, roughly from Senegal to Sudan -- threatens to alter the strategic orientation of the African continent. Efforts at countering terrorist operations in the Sahel, such as they were, have evidently failed. As all roads to Mali's capital of Bamoko are now blocked , that country might be the first state to "go under." On April 25, during a coordinated attack on several Malian cities, Muslim terrorists killed the country's Minister of Defense. The terrorists then drove the Malian Army and its allied Russian mercenaries out of the country's north. The military juntas ruling Mali, Burkina Faso and Niger have proven themselves as ineffective at combatting Islamic terrorist operations as the democracies that they overthrew. The increasing terrorist assaults across the Sahel and the jihadists's determined effort s to take over Mali, Burkina Faso, and Niger have eroded the sovereignty of these states. The combat successes of the jihadists in the Sahel in March 2022 precipitated their elevation to the status of " Islamic State Sahel Province " within the hierarchy of the IS, and several other factors have facilitated the growth of the jihadist advance in the Sahel. The cooling of the once global counterterrorist crusade — following an apparent shift in focus by the world's great power rivalries, as well as fewer resources directed against the terrorist problem — left a vacuum that was adroitly filled by jihadist groups, which has reduced the pressure on Islamic State and Al Qaeda regional affiliates. Another situation that might have impacted negatively upon the Sahel's overall security is the monumental migratory flow of Africans from sub-Saharan countries who pass through the Sahel to the Mediterranean , and the consequent stress this puts on the S...
What Happened? A number of stocks jumped in the afternoon session after Micron's blowout day signaled that AI-driven chip demand is structurally undersupplied which is bullish news for the equipment makers and foundries that build the capacity. Semiconductor manufacturing equipment (Applied Materials, Lam Research, KLA, ASML) and foundries (TSMC, GlobalFoundries) benefit when chip companies announ...
What Happened? A number of stocks jumped in the afternoon session after Micron's blowout day signaled that AI-driven chip demand is structurally undersupplied which is bullish news for the equipment makers and foundries that build the capacity. Semiconductor manufacturing equipment (Applied Materials, Lam Research, KLA, ASML) and foundries (TSMC, GlobalFoundries) benefit when chip companies announce capacity expansions. Every dollar of additional Micron capex flows to the equipment makers that supply the tools, and every new fab Micron builds is a multi-year revenue stream for the foundries that share processes. UBS estimated Micron will spend $50B+ on capacity over the next 5 years. At industry-average tool intensity, that's billions of equipment orders. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Among others, the following stocks were impacted: Semiconductor Manufacturing company Photronics (NASDAQ:PLAB) jumped 5.6%. Is now the time to buy Photronics? Access our full analysis report here, it’s free. Semiconductor Manufacturing company Lam Research (NASDAQ:LRCX) jumped 5.6%. Is now the time to buy Lam Research? Access our full analysis report here, it’s free. Zooming In On Lam Research (LRCX) Lam Research’s shares are very volatile and have had 29 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 5 days ago when the stock gained 2.8% on the news that AI chip leader Nvidia reported record sales and income, driven by what its CEO described as 'parabolic' demand for AI infrastructure. The strong results confirmed investors' belief in a sustained AI-driven boom, lifting the entire semiconductor sector. Nvidia's success signals a massive buildout of data centers, which require a vast supply of high-perfor...
cyano66/iStock via Getty Images Dingdong (Cayman) Limited ( DDL ), an e-commerce company operating in China, released its Q1 FY2026 report on May 21, but the report did not have an impact because it covers a business that is scheduled to be sold. The wait for the pending sale of the China operations to Meituan is likely to put everything on hold, including the stock itself, but, assuming the sale ...
cyano66/iStock via Getty Images Dingdong (Cayman) Limited ( DDL ), an e-commerce company operating in China, released its Q1 FY2026 report on May 21, but the report did not have an impact because it covers a business that is scheduled to be sold. The wait for the pending sale of the China operations to Meituan is likely to put everything on hold, including the stock itself, but, assuming the sale goes through, DDL could be an opportunity since it would be arguably undervalued, at least at current valuations. DDL decided change was needed In my January 2026 article about DDL, I mentioned how DDL had made good progress since it went public in 2021, including in terms of profitability, which is no small feat considering the competitive nature of the online grocery and food delivery business DDL operates in. The grocery business is huge, especially in a country like China with a population of $1.4 billion, but it is also a low-margin business where scale is important. The very competitive nature is also grounds to question how DDL might fare over the long run, especially against competitors that are bigger and have scale in their favor. This is why the article theorized it might be better for DDL to consider merging or joining forces with a bigger partner. In the end, I opted to rate DDL a hold in the article. DDL did decide it needed to make changes, but not quite in the way the article envisioned. Instead, DDL chose to sell its subsidiary Dingdong Fresh, which covers the online grocery and food delivery business in China, to Meituan, which also competes in the aforementioned markets, a transaction that DDL expects will make it the beneficiary of up to $997M in cash proceeds, although it needs mentioning that the final number could be subject to adjustments. DDL’s international business is not part of the sale and will be retained under Dingdong Cayman. Source: Thinkorswim app The chart above shows how the market’s response was relatively modest to DDL’s decision in Fe...
Traders are increasingly betting Apple’s next leg higher could come from its artificial-intelligence push, expected to take center stage at the company’s Worldwide Developers Conference in early June. The big rumor floating around Wall Street: a rebuilt Siri powered partly by Alphabet’s Gemini AI models. In simple terms, Apple may use outside AI muscle while wrapping it inside its own privacy-focu...
Traders are increasingly betting Apple’s next leg higher could come from its artificial-intelligence push, expected to take center stage at the company’s Worldwide Developers Conference in early June. The big rumor floating around Wall Street: a rebuilt Siri powered partly by Alphabet’s Gemini AI models. In simple terms, Apple may use outside AI muscle while wrapping it inside its own privacy-focused ecosystem. That could be key because Apple’s advantage, obviously, won’t be in being first in the AI game. But it could be in taking the lead in the consumer-use AI game. If Siri becomes genuinely useful instead of just politely confused, investors think Apple could make another run toward the mythical $5 trillion mark.
Taiwan has overtaken India in total stock market capitalization, driven largely by the extraordinary rally in semiconductor giant Taiwan Semiconductor Manufacturing Company. The shift reflects a broader global investment trend where capital is increasingly flowing toward countries directly linked to the artificial intelligence infrastructure boom. Taiwan’s equity market capitalization recently cli...
Taiwan has overtaken India in total stock market capitalization, driven largely by the extraordinary rally in semiconductor giant Taiwan Semiconductor Manufacturing Company. The shift reflects a broader global investment trend where capital is increasingly flowing toward countries directly linked to the artificial intelligence infrastructure boom. Taiwan’s equity market capitalization recently climbed to nearly $5 trillion, surpassing India’s market value as investors aggressively reposition portfolios toward AI-linked hardware and chip manufacturing ecosystems. The development underscores how the AI revolution is reshaping global equity markets and rewarding manufacturing-led technology economies over consumption-driven emerging markets. AI Boom Drives Massive Flows Into Semiconductor Markets Investor optimism surrounding artificial intelligence has triggered unprecedented capital flows into semiconductor and hardware-heavy economies. Countries with deep exposure to chip manufacturing, AI servers, advanced electronics, and semiconductor supply chains are seeing strong market re-ratings. At the center of Taiwan’s rally is Taiwan Semiconductor Manufacturing Company, the world’s largest contract chipmaker and a critical supplier to major global AI companies. TSMC shares have surged nearly 46–49% in 2026 amid soaring demand for AI processors, data center chips, and advanced semiconductor infrastructure. Taiwan and South Korea are emerging as major beneficiaries of the AI-led market rally because of their strong exposure to semiconductor manufacturing and tech hardware exports. Investors are increasingly favoring these markets as AI spending accelerates globally. Taiwan Relaxes Investment Rules to Support TSMC Taiwan’s financial regulator recently relaxed domestic fund investment rules, a move widely viewed as supportive for TSMC and the broader semiconductor sector. Under the revised framework: Single-stock exposure limits for domestic funds were increased from 10% to ...