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Occidental Petroleum (OXY.N): Capital expenditures are projected to reach $5.9 billion in 2027.

2026-08-07

Occidental Petroleum (OXY.N): Capital expenditures are projected to reach $5.9 billion in 2027.

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2026-08-06

Federal Reserve's Daly: The Fed still needs to collect data to formulate future policy measures.

Federal Reserve's Daly: The Fed still needs to collect data to formulate future policy measures.
2026-08-06

CITIC Securities said the likelihood that the FCC’s rumored ban on Chinese optical modules will be implemented in its current form is low, noting U.S. market dependence on Chinese modules is a major barrier. Chinese suppliers have grown global share

CITIC Securities said the likelihood that the FCC’s rumored ban on Chinese optical modules will be implemented in its current form is low, noting U.S. market dependence on Chinese modules is a major barrier. Chinese suppliers have grown global share and proven competitiveness via technology accumulation and scale manufacturing rather than reliance on a single market. High China–U.S. interdependence in the optical-communications supply chain means such restrictions would raise procurement costs for North American cloud providers and delay their deployment schedules as they decouple from large-scale Chinese deliveries. CITIC said leading Chinese module vendors already have integrated advantages across technology iteration, mass production and client responsiveness in AI high-speed interconnects, leaving the ban subject to significant practical industry resistance.
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