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Financial TimesWatch live: Trump speaks on Iran after three US jets downed in KuwaitFinancial TimesElliott amassed £200mn exposure to collapsed mortgage provider MFSBloomberg MarketsIran War: Critical Middle East Energy Assets Come Under FireFinancial TimesIran war is upending gas marketsBloomberg MarketsGasoline Prices Surge Amid Iran Attack, a Liability for TrumpFinancial TimesGas prices soar as Iranian attacks force shutdown of Qatari productionFinancial TimesInvestors turn to gold, not bonds, as haven from war in IranBloomberg MarketsIran Is Still Dangerous, Says Carnegie's MillerFinancial TimesFrance offers to station nuclear weapons across Europe for the first timeFinancial TimesHow western navies can keep the Strait of Hormuz openBloomberg MarketsSaylor’s Strategy Steps Up Bitcoin Buys by Using Common SharesFinancial TimesIran attacks show US haven status is in perilBloomberg MarketsJPMorgan’s Bearish Dollar Stance Challenged by Iran Oil ShockBloomberg MarketsJPM's O'Donnell Expects a Pickup in M&A ActivityBloomberg MarketsSouth Africa Treasury Says It Can Weather Shocks Like Iran WarFinancial TimesWatch live: Trump speaks on Iran after three US jets downed in KuwaitFinancial TimesElliott amassed £200mn exposure to collapsed mortgage provider MFSBloomberg MarketsIran War: Critical Middle East Energy Assets Come Under FireFinancial TimesIran war is upending gas marketsBloomberg MarketsGasoline Prices Surge Amid Iran Attack, a Liability for TrumpFinancial TimesGas prices soar as Iranian attacks force shutdown of Qatari productionFinancial TimesInvestors turn to gold, not bonds, as haven from war in IranBloomberg MarketsIran Is Still Dangerous, Says Carnegie's MillerFinancial TimesFrance offers to station nuclear weapons across Europe for the first timeFinancial TimesHow western navies can keep the Strait of Hormuz openBloomberg MarketsSaylor’s Strategy Steps Up Bitcoin Buys by Using Common SharesFinancial TimesIran attacks show US haven status is in perilBloomberg MarketsJPMorgan’s Bearish Dollar Stance Challenged by Iran Oil ShockBloomberg MarketsJPM's O'Donnell Expects a Pickup in M&A ActivityBloomberg MarketsSouth Africa Treasury Says It Can Weather Shocks Like Iran War
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MarketWatch Top Storiesmarkets

Coherent and Lumentum shares pop on Nvidia deals. Why optical stocks are so hot these days.

MarketWatch Top Stories
Monday, March 2, 2026 at 3:25 PM
~4 min read
EquitiesEnergy

Original Report

Optical technologies are increasingly critical in data centers as they support energy-efficient, ultrahigh-bandwidth connections.

Glass House Analysis

Energy prices affect virtually every aspect of daily life—from commuting costs to heating bills to the price of groceries (which must be transported). For working families, energy represents one of the most volatile and impactful line items in their budgets. Energy policy decisions ripple through the economy, affecting everything from manufacturing competitiveness to household financial stress.

The implications extend beyond the immediate news cycle. Every economic development creates ripples that affect employment, prices, and opportunities in ways that may not be immediately visible but are deeply felt. By tracking these connections, we can better understand how the economy truly works—not as an abstract machine, but as a human system shaped by and shaping the lives of millions.

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