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Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD shares are experiencing significant bullish sentiment and a sharp price increase, with traders pointing to strong relative strength compared to the broader market and optimism surrounding its AI data center growth. The community remains divided between those expecting further gains toward higher levels and others warning of overvaluation or potential short-term pullbacks.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is trending as shares rally following reports of planned CPU price hikes and a deepened collaboration with ASML on advanced chipmaking technology. Traders are also actively discussing a viral social media post from Donald Trump featuring an AI-generated image of himself trading the stock, sparking intense debate over political influence and market speculation.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is trending due to excitement surrounding its Investor Day, where the company unveiled the Superion 256 quantum computing platform, announced an $8.18 million quantum-security agreement with Congruity360, and raised its 2026 revenue outlook following the SkyWater acquisition. While many traders are optimistic about the technical roadmap and commercial momentum, some remain skeptical, citing concerns over volatility, high short interest, and the company's path to profitability.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is seeing increased investor attention as the community anticipates commercial updates and potential partnership news during a series of industry conferences throughout September. While some traders express frustration with the recent share price performance and call for evidence of mass-production shipments, others remain bullish on the company's prospects for scaling optical engine manufacturing for AI data centers.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded by Keyvan Mohajer, Majid Seyed Emami and James M. Hom on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

The conversation is dominated by reactions to the completion of the LivePerson acquisition, with shareholders debating its impact on future revenue growth and potential dilution. While some investors view the deal as a transformative catalyst for enterprise expansion and profitability, others express frustration over stagnant price action and the ongoing influence of short sellers.

New Era Energy & Digital, Inc. is an exploration and production company, which engages in selling oil and natural gas products. The company was founded on February 6, 2023 and is headquartered in Midland, TX.

New Era Energy & Digital Inc.

The discussion is centered on speculation regarding a potential data center tenant or power purchase agreement (PPA) announcement, with many traders anticipating a significant price increase upon such a development. While some participants express frustration over the timing of company updates and the company's financial results, others remain bullish, highlighting the strategic value of the project's off-grid, behind-the-meter energy model.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomm shares are trending following a multi-generational partnership with Amazon to develop customized AI data center silicon, including AI inference chips and optical connectivity. While the market reacted to the news with volatility, traders are debating whether the data-center revenue will become material enough to diversify the company's long-term earnings beyond its core handset business.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unity Software is receiving significant attention following a strong quarterly earnings report that featured a beat on revenue and a bullish forward outlook. Traders are focused on the company's turnaround progress, particularly the growth of its Vector AI and advertising segments, while some express optimism about long-term potential despite continued volatility and skepticism from others regarding the company's path to consistent profitability.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

Rigetti Computing is trending as traders react to the company's Q2 2026 earnings report, which included a modest revenue miss despite reported growth. The conversation remains polarized, with some investors focusing on the company's strong cash position and government funding opportunities, while others criticize the lack of profitability and the dilutive impact of equity stakes tied to government agreements.

Seagate Technology Holdings Plc operates as holding company that is engaged in the development, production, and distribution of data storage products and electronic data storage solutions. Its products include hard disk drives, solid state hybrid drives, solid state drives, peripheral component interconnect express cards, serial advanced technology attachment controllers, storage subsystems and computing solutions. The firm offers its products under the Backup Plus and Expansion product lines, and Maxtor and LaCie brands. The company was founded in 1978 and is headquartered in Singapore.

Seagate Technology Holdings Plc

Seagate is trending as traders focus on the upcoming earnings report, with community sentiment divided between expectations of a strong beat-and-raise performance driven by AI storage demand and concerns over broader sector volatility.

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GLW Stock Just Shot Up 6% Today – What’s The Verizon Connection?

Corning is surging following the announcement of a multi-billion-dollar supply agreement with Verizon to provide high-density optical fiber through 2032. The deal, which supports both broadband expansion and AI-driven data center infrastructure, has triggered significant bullish momentum and fueled discussions regarding the company's long-term leadership in optical connectivity.

Why Is Applied Optoelectronics Stock Surging Tuesday?

Applied Optoelectronics (AAOI) stock surged over 9% after Corning and Verizon's major optical fiber deal boosted the sector.read more...

Ciena Stock Down 14% in the Past Month: Time to Buy, Hold or Sell?

CIEN's 17% monthly decline raises entry-point questions as supply limits growth, while AI demand, backlog and guidance signal strong momentum.

Equity

Verizon will secure 80-plus million miles of Corning fiber and connectivity products from 2027 through 2032.

Here Are Tuesday's Top Wall Street Analyst Research Calls: Amgen, Baidu, Best Buy, Circle Internet, Corning, Intel, Lockheed Martin SpaceX, TeraWulf and More

Here Are Tuesday's Top Wall Street Analyst Research Calls: Amgen, Baidu, Best Buy, Circle Internet, Corning, Intel, Lockheed Martin SpaceX, TeraWulf and More...

Caterpillar vs. Corning: Which Stock Is a Better Buy in 2026?

Key PointsCaterpillar dominates the global machinery market with a massive dealer network and significant cash flow generation...

Ciena Outlines Strong 2027 Outlook: What's Fueling the Momentum?

CIEN's AI-driven optical demand, record backlog and supply agreements underpin strong growth through fiscal 2027.

Should You Bet on GLW Stock Amid Rising Earnings Estimate Revisions?

Corning's rising earnings estimates and AI-driven optical demand fuel growth, but smartphone weakness, customer concentration and tariffs pose risks.

CIEN Q3 Earnings Beat on AI-Led Cloud Demand, Top Line Climbs 37% Y/Y

Ciena's fiscal Q3 2026 earnings jumped 215% as AI-driven cloud demand powered a record quarter, optical momentum and a higher 2026 revenue outlook.

LEWIS STEVERSON Executes Sell Order: Offloads $1.98M In Corning Stock

A substantial insider sell was reported on August 31, by LEWIS STEVERSON, Vice Chairman at Corning (NYSE:GLW), based on the recent SEC filing.
What Happened: STEVERSON's decision to sell 13,100 shares of Corning wasread more...

Business is Booming for Corning. Time to Buy?

Corning (NYSE: GLW) is reporting increasing demand for its products and services...

Corning, Inc. engages in the provision of glass for notebook computers, flat panel desktop monitors, display televisions, and other information display applications, carrier network and enterprise network products for the telecommunications industry, ceramic substrates for gasoline and diesel engines in automotive and heavy-duty vehicle markets, laboratory products for the scientific community and polymer products for biotechnology applications, optical materials for the semiconductor industry and the scientific community, and polycrystalline silicon products and other technologies. It operates through the following segments: Optical Communications, Display, Specialty Materials, Automotive, and Life Sciences. The Optical Communications segment is classified into two main product groupings: carrier and enterprise network. The carrier network group consists of products and solutions for optical-based communications infrastructure for services such as video, data, and voice communications. The enterprise network group consists primarily of optical-based communication networks sold to businesses, governments, and individuals for their own use. The Display Technologies segment manufactures glass substrates for flat panel displays, including organic light-emitting diodes and liquid crystal displays that are used primarily in televisions, notebook computers, desktop monitors, tablets, and handheld devices. The Specialty Materials segment is involved in the manufacture of products that provide material formulations for glass, glass ceramics and crystals, and precision metrology instruments and software. The Automotive segment manufactures ceramic substrates and filter products for emissions control in mobile applications around the world as well as technical glass and optic products and solutions for the interior and exterior of vehicles. The Life Sciences segment develops, manufactures, and supplies laboratory products. The company was founded by Amory Houghton Sr. in 1851 and is headquartered in Corning, NY.

Corning, Inc.

Bullish Sentiment

Yes, hike is locked in

No, inflation data still matters more

Fed stays on hold anyway

Too early to tell

August nonfarm payrolls surged by 162,000, nearly triple the 53,000-56,000 consensus estimate and the strongest monthly gain since March, while unemployment held steady at 4.1%, adding fuel to the case for a Federal Reserve rate hike at its September meeting. Does this jobs report cement a September rate hike? Vote and explain your reasoning in the comments.

August nonfarm payrolls surged 162,000, nearly triple estimates, while unemployment held at 4.1%. Does this cement a September rate hike?

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