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It's always good to be here with you. Today is Friday, May 15th. I'm Julie Morgan. Poet Technologies is down 3.6% in pre-market action after closing 43% higher on Thursday. The company unveiled a deal with

Loomy Lens for optical networking that could be worth $500 million over the life of the agreement.

Loomy Lens has placed an initial purchase order with Poet for the manufacturing of electrical

optical interposer-based engines for $50 million.

Poet said in a statement that the deal could eventually result in purchases worth $500 million or more

over a period of five years. In conjunction with the supply deal, Poet granted a warrant to purchase

up to 22.92 million common shares. The warrant is

exercisable over nine years at a price of $8.25 per share. Engineering samples from the

agreements are expected later this year and shipments to hyperscalers are expected to ramp in

2027.

President Trump made several stock and bond purchases in U.S. companies in the first quarter,

amounting to at least $220 million, according to a filing with the Office of Government Ethics.

Trump bought as much as $5 million each in companies, including Nvidia, Boeing, Oracle, Microsoft, and Costco in Q1.

It's unclear how many of these trades involve equities.

Six of the trades disclosed involved Intel, the chipmaker in which the U.S. government holds a 10% stake.

In March, Trump bought a small stake in Warner Brothers Discovery worth at least $30,000 and a stake in Paramount Skydance worth at least $15,000. The biggest

transactions were on February 10th when Trump unloaded holdings in Microsoft, Mehta, and Amazon,

and amounts between $5 million and $25 million.

He also sold a stake in a Vanguard ETF in January worth at least $5 million.

The filing also showed smaller transactions involving crypto companies, Coinbase, and strategy.

The White House told Bloomberg news that neither Trump nor

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