Photonics Breakthrough Meets Macro Headwinds: Live Demos, PMI Slippage, and a Week of Idiosyncratic Corporate Moves

$POET — Poet Technologies' OFC demos put photonics hardware on the map even as PMI readings and geopolitical risk warn of slower, narrower growth. FedEx's OneRail pact and expanded Taiwan data access add tactical threads for logistics and quant investors, while a raft of 8‑K disclosures and fundraising notices point to active corporate event risk.