Interconnects, Earnings Rotation and a Breathless Market: Optical Bottlenecks Meet Macro Volatility

$PLTR — AI infrastructure constraints, a blockbuster corporate earnings day and a fragile macro backdrop drove mixed market signals on Aug. 3. Key moves ranged from a photonics selloff tied to an interconnect choke point to Palantir's blowout quarter and a brief retreat in Treasury yields amid Iran de‑escalation headlines.