SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

Applied Optoelectronics is experiencing extreme volatility driven by a major follow-on order for its 800G optical transceivers and intensifying speculation surrounding its role in hyperscale data center infrastructure. While the community is actively debating the company's valuation and reliance on a single key customer, bulls point to a massive production pipeline and long-term capacity expansion as structural catalysts for growth.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum Holdings is trending as investors digest the company's disclosure of a multi-year order backlog extending through 2028, reinforcing its role as a critical supplier for AI data center infrastructure. The stock has seen massive price appreciation fueled by significant strategic investments from industry leaders and high-conviction sentiment regarding its pivotal position in optical networking.

VanEck ETF Trust - VanEck Semiconductor ETF

VanEck Semiconductor ETF

The VanEck Semiconductor ETF (SMH) is trending as traders debate whether it is currently in a resilient bull phase driven by AI capex demand or if it is a crowded, overextended bubble prone to a sharp mean reversion. While some market participants are aggressively positioning for a pullback, others are closely watching the sector's relative strength compared to lagging software stocks as a bellwether for broader market sentiment.

The Goldman Sachs Group, Inc. engages in the provision of financial services. It operates through the following business segments: Global Banking and Markets, Asset and Wealth Management, and Platform Solutions. The Global Banking and Markets segment includes investment banking, global investments, and equity and debt investments. The Asset and Wealth Management segment relates to the direct-to-consumer banking business which includes lending, deposit-taking, and investing. The Platform Solutions segment includes consumer platforms such as partnerships offering credit cards and point-of-sale financing, and transaction banking. The company was founded by Marcus Goldman in 1869 and is headquartered in New York, NY.

Goldman Sachs Group, Inc.

Goldman Sachs is seeing heightened attention following strong earnings results that highlighted robust performance in equities trading and investment banking. Market participants are actively discussing the bank's ability to navigate current market volatility, while debates continue regarding the broader financial sector's valuation and the impact of geopolitical and macroeconomic pressures on bank capital quality.

Aeluma, Inc. engages in developing semiconductors for sensing, communication, and computing applications. The firm is also involved in manufacturing devices using compound semiconductor materials on large-diameter substrates that are commonly used to manufacture mass market microelectronics. The company was founded by Jonathan Klamkin and Lee McCarthy on February 28, 2019 and is headquartered in Goleta, CA.

Aeluma Inc

Aeluma Inc. is trending following contract awards from the U.S. government for quantum materials and high-speed datacom, signaling a potential shift toward commercialization that has sparked intense debate among investors. The community is sharply divided, with bulls pointing to the company's proprietary III-V-on-silicon platform and low-float potential, while vocal criticsciting lack of foundry partnerships and limited revenueare actively challenging the company's valuation and long-term viability.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXT Inc. is seeing intense community volatility driven by its status as a critical yet polarizing supplier of indium phosphide for AI data center optics. While some investors emphasize its dominant market position and essential role in high-speed connectivity, others are raising alarms over weak financials, heavy insider selling, and potential share dilution, leading to fierce debate between those betting on continued momentum and those calling for a bubble-like correction.

Lightwave Logic, Inc. is a development stage company which engages in the commercialization of electro-optic photonic devices. The firm offers the P2ICTM technology platform which uses in-house proprietary organic polymers. Its products include electro-optical modulation devices and proprietary polymer photonic integrated circuits. The company was founded on June 24, 1997 and is headquartered in Englewood, CO.

Lightwave Logic Inc

Lightwave Logic is currently seeing intense retail and institutional interest as investors bet on its electro-optic polymer technology to solve data center bottlenecks in the AI infrastructure cycle. The community remains deeply divided, with bulls pointing to recent foundry integration partnerships and the potential for a major industry acquisition, while skeptics warn of pre-revenue risks and argue the current valuation is driven by speculative hype rather than fundamental milestones.

RaveDAO is a global community uniting music, technology, and purpose. Since their first sold-out event at Dubai 2024, they have expanded across Europe, the Middle East, North America, and Asia, hosting world-class experiences with over 100,000 total attendees and 3,000+ attendees for each event.  RaveDAO has worked with top-tier artists like Vintage Culture, Don Diablo, Chris Avantgarde, Lilly Palmer, MORTEN, Bassjackers, and GENESI and has support from Binance, OKX, Bitget, and Polygon. RaveDAO is redefining live entertainment in Web3 and has active partnerships with 1001Tracklists, AMF, and Warner Music.  Beyond the dance floor, RaveDAO channels energy and attention toward impact. In 2025 alone, proceeds from its events helped restore sight to 400+ cataract patients in Nepal and fund over 150 meditation programs across the U.S.

RaveDAO

RaveDAO is experiencing extreme volatility and intense community debate as the token surges on rumors of high-profile integrations and its expansion into Web3 entertainment. While some traders are celebrating massive gains and pointing to upcoming global event partnerships as long-term catalysts, others remain deeply skeptical, frequently labeling the project a speculative pump-and-dump scheme.

Maulcoin

Maulcoin is trending as a community-driven, Star Wars-themed meme coin, with supporters actively lobbying for a price chart on major platforms while sharing their experiences with holding through volatility. The community remains focused on collective buying efforts and long-term holding to drive up market capitalization, frequently highlighting the project's growth and their commitment to building a lasting cultural presence.

Ocular Therapeutix, Inc. is a biopharmaceutical company, which engages in the development and commercialization of therapies for diseases and conditions of the eye. Its product pipeline includes Dextenza, OTX-TP, and OTX-TIC. The company was founded by Amarpreet S. Sawhney and Farhad Khosravi on September 12, 2006 and is headquartered in Bedford, MA.

Ocular Therapeutix Inc

Ocular Therapeutix is trending as investors digest detailed Phase 3 data for Axpaxli, with clinical presentations at the Macula Society and investor webcasts fueling intense speculation regarding a potential regulatory path or acquisition. While the community is debating the clinical nuances of the trial results, sentiment is buoyed by heavy institutional interest and the stock's recovery from recent volatility as participants position themselves ahead of further updates.

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Zomato Ltd.

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ITC Ltd.

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State of Alaska Department of Revenue Sells 28,725 Shares of Intel Corporation $INTC

State of Alaska Department of Revenue trimmed its stake in shares of Intel Corporation (NASDAQ:INTC - Free Report) by 6.1% in the fourth quarter, according to the company in its most recent filing...

Mobileye Announces Timing of its First Quarter 2026 Results

Mobileye Global Inc. (Nasdaq: MBLY) (Mobileye) today announced that it will release its financial results for the first quarter 2026 on Thursday, April 23rd, 2026, before market open. Mobileye will...

5 Stocks In The Spotlight Last Week: Wall Street's Most Accurate Analysts Weigh In

The Dow Jones fell 250 points, consumer sentiment reached a record low, and inflation hit its highest rate in 2022. Benzinga's Analyst Ratings API provides market-beating trading indicators sourced...

Massachusetts Financial Services Co. MA Has $227.87 Million Position in Intel Corporation $INTC

Massachusetts Financial Services Co. MA reduced its position in shares of Intel Corporation (NASDAQ:INTC - Free Report) by 10.8% in the 4th quarter, according to its most recent Form 13F filing with...

<ul class="summary-bullets"><li>Talks between the U.S. and Iran in Pakistan ended without a deal, followed by President Donald Trump ordering a naval blockade targeting shipping linked to Iranian ports.</li><li>Crude surges above $100, fueling a potential rotation into energy and defense stocks.</li><li>Big bank earnings this week, alongside key economic data, are adding to a volatile setup.&nbsp;</li></ul>U.S. stock futures were under pressure early Monday amid escalating geopolitical tensions over the weekend. U.S.-Iran talks in Pakistan ended without a deal, followed by President Donald Trump ordering a naval blockade of the Strait of Hormuz, effective at 10 AM ET on Monday, sending crude prices surging back above $100. Reports suggest the U.S. could consider renewed military strikes, while Iran continues to push demands around nuclear policy and control over key waterways.As of 4:00 a.m. ET on Monday, Dow futures fell 0.5%, S&amp;P 500 futures declined 0.6%, Nasdaq futures were down 0.7%, and Russell 2000 futures slumped 1%.Retail sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>, an exchange-traded fund that tracks the S&amp;P 500 Index, and the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> ETF, which tracks the Nasdaq-100 Index, has been languishing at ‘extremely bearish’ amid high trading volume.&nbsp;Trending Stocks To WatchA massive week for earnings kicks off with&nbsp;Goldman Sachs (GS) reporting this morning.&nbsp;With crude oil prices rising again, watch out for oil-related stocks (USO, BATL, EONR, XOM, CVX, TPET) in trade today, and a potential rotation into&nbsp;defense stocks as well (AVAV, LMT).Software stocks such as&nbsp;Palantir (PLTR) and ServiceNow (NOW) remain on the retail radar amid fears that AI agents will cannibalize the traditional software model. Meanwhile,&nbsp;Cathie Wood’s ARK Investment Management bought about 85,500 PLTR shares on Friday.Intel (INTC)&nbsp;was among the most overbought stocks last week. However, its 14-day Relative Strength Index (RSI) above 70 suggests a pullback may be looming.&nbsp;Jefferies has raised its price target to $60 from $45 and maintains a Hold rating on the shares.Sandisk (SNDK):&nbsp;Shares rose nearly 2% in early pre-market trade after being tapped to replace Atlassian (TEAM) in the NASDAQ 100, effective April 20.Amid biotech stocks,&nbsp;Ideaya Biosciences (IDYA) is surging nearly 20% in early pre-market trade ahead of critical Phase 2/3 cancer drug data due at 8:00 AM ET today.&nbsp;Regeneron (REGN) and Sanofi earned EU approval for&nbsp;Dupixent&nbsp;to treat chronic spontaneous urticaria in children (ages 2-11).&nbsp;Other tickers trending on&nbsp;Stocktwits&nbsp;at the time of writing included Strategy (MSTR), Lightwave Logic (LWLG), Clene (CLNN), and Avis Budget Group (CAR).&nbsp;Other Catalysts To WatchOn the economic front, traders will be watching for the release of March existing home sales data.&nbsp;On earnings radar, watch out for quarterly reports from Goldman Sachs (GS), Iveda Solutions Inc (IVDA), and Fastenal (FAST) before the bell. Meanwhile, ZENA, XTI Aerospace Inc. (XTIA), Ozop Energy Solutions (OZSC), and Dark Pulse Inc (DPLS), among others, report after market close today.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com

Nasdaq, S&P 500 Futures Slip As Hormuz Blockade Escalates Tensions: Why BATL, INTC, PLTR, IDYA Are On Traders' Radar Today

Data from Stocktwits shows that retail sentiment remains deeply bearish on SPY and QQQ.

Equity

Data from Stocktwits shows that retail sentiment remains deeply bearish on SPY and QQQ.


Capital Investment Counsel Inc Sells 10,660 Shares of Intel Corporation $INTC

Capital Investment Counsel Inc decreased its position in shares of Intel Corporation (NASDAQ:INTC - Free Report) by 12.9% in the 4th quarter, according to its most recent 13F filing with the SEC. The...

Altfest L J & Co. Inc. Lowers Stock Holdings in Intel Corporation $INTC

Altfest L J & Co. Inc. lowered its holdings in Intel Corporation (NASDAQ:INTC - Free Report) by 70.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the...

<ul class="summary-bullets"><li>Intel rose after multiple analyst upgrades, with brokerages highlighting stronger demand for server CPUs.</li><li>SanDisk gained after confirmation that it will join the Nasdaq-100 Index on April 20, adding a fresh catalyst alongside firm memory-sector sentiment.</li><li>Lightwave Logic benefited from the growing demand for optical interconnect technology.</li></ul>Shares of Intel (INTC), SanDisk (SNDK) and Lightwave Logic (LWLG) climbed to fresh 52-week highs last week as strong memory pricing, photonics momentum, and renewed confidence in AI infrastructure demand drove investors back into semiconductor supply-chain firms.The rally coincided with broader strength across tech stocks, with the&nbsp;<a href="https://stocktwits.com/symbol/XLK">Tech Select Sector SPDR Fund (XLK)</a> posting eight straight sessions of gains, its best weekly run in nearly a year.<h2 class="st-heading-2">Intel Rises On AI Strategy Validation</h2><a href="https://stocktwits.com/symbol/INTC">INTC</a> gained after multiple brokerages lifted price targets and highlighted strong demand for server processors and heterogeneous AI computing.Jefferies recently raised the firm’s price target to $60 from $45, implying a 4% downside from current levels. The brokerage cited “healthier” server central processing unit demand and favorable pricing conditions, while noting that AI stocks have started to rally with “plenty of room to run with heavily discounted valuations and earnings upside for several names.”Intel has also drawn investor attention through its partnership with SambaNova Systems on inference architectures and its participation in the Terafab initiative alongside SpaceX, xAI, and Tesla.Meanwhile, Benchmark said Intel’s recent deals address “both of the key debates in the stock at once,” referring to the durability of CPUs in AI infrastructure and the commercial credibility of its 18A manufacturing process. Melius Research also lifted its price target to $75 from $58, suggesting a 20% upside, while Cantor Fitzgerald raised its target to $60 from $45, saying a shift back toward a semiconductor “RISK-ON position” could arrive “NOW or SOON.”<h2 class="st-heading-2">SanDisk Gains On AI Flash Storage Demand</h2><a href="https://stocktwits.com/symbol/SNDK">SNDK</a> rallied after confirmation that the company will replace Atlassian Corporation in the Nasdaq-100 Index before the market opens on April 20.Sentiment was further boosted with several analyst upgrades after Jefferies raised its price target to $1,000 from $700, implying a 17% upside from current levels. The brokerage cited “relentless AI demand” and expectations for further NAND price increases. Bernstein also raised its target further to $1,250 from $1,000, implying a 47% upside, noting memory prices continue to “surprise to the upside” with NAND showing the strongest acceleration.Separately, SanDisk has&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.etnews.com/20260413000040">reportedly</a> begun building supply-chain partnerships for High Bandwidth Flash (HBF) architecture, a stacked-NAND technology that increases both storage capacity and bandwidth for AI workloads.<h2 class="st-heading-2">Lightwave Logic Lifted By Photonics Sector Tailwinds</h2>Momentum also extended to shares of optical interconnect suppliers such as&nbsp;<a href="https://stocktwits.com/symbol/LWLG">LWLG</a>, underscoring demand for the networking layer required to scale hyperscale AI infrastructure.The company’s electro-optic polymer modulator platform became available in March as part of the GlobalFoundries silicon photonics ecosystem via the GDSFactory process design kit, enabling customers to integrate high-speed modulators directly into photonic integrated circuit designs.Lightwave Logic also said in February that a Fortune Global 500 customer progressed to a more advanced stage of its commercial evaluation process after testing its Perkinamine technology, which is being developed to support ultra-high-speed connections used in hyperscale AI data centers.Broader sector tailwinds strengthened sentiment last month following Nvidia's $2 billion investment in optical-component supplier Lumentum.<h2 class="st-heading-2">How Do Retail Traders Feel About INTC, SNDK, LWLG?</h2>On Stocktwits, retail sentiment for INTC and SNDK was ‘extremely bullish’, with message volume marked as ‘extremely high’ for INTC and ‘high’ for SNDK, while sentiment for LWLG was ‘bullish’ amid ‘high’ message volume.Over the past year, SNDK shares have surged 2,641%, while LWLG climbed 1,016% and INTC gained 214%For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/michael-burry-trump-hormuz-blockade-markets-underestimating-trump/cZJFZwxRIMS">Michael Burry Says Trump's Hormuz Blockade Is 'Nothing' For Markets, Flags Risk Of 'Underestimating Most Powerful Man In The World'</a>

In this photo illustration, the SanDisk Corporation logo is displayed on a smartphone screen. 

INTC, SNDK, LWLG Stocks Hit 52-Week Highs Last Week: What’s Driving The Rally?

The rally came alongside broader tech strength, with the Tech Select Sector SPDR Fund (XLK) posting its best weekly run in nearly a year.

Intel, Nebius, And Applied Optoelectronics Are Among the Top 10 Large-Cap Gainers Last Week (April 6-April 10): Are the Others in Your Portfolio?

AI-driven data center demand, deal momentum, and short squeezes fueled sharp weekly gains across tech and infrastructure stocks, led by Avis, Applied Optoelectronics, Nebius, and Intel.read more...

Sumitomo Mitsui Trust Group Inc. Buys 759,951 Shares of Intel Corporation $INTC

Sumitomo Mitsui Trust Group Inc. increased its stake in Intel Corporation (NASDAQ:INTC - Free Report) by 7.0% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 11,662,576 shares of the chip maker's stock afte...

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.

Warranted - fundamentals justify the decline

Overdone - the market is overreacting

Too early to tell

Is the selloff in software stocks warranted or overdone?

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Intel Corp

Traders are buzzing over the massive 50% gain in eight days, questioning if this historic rally can hit triple digits or face a pullback.

The stock's movement is heavily linked to ongoing tensions and news regarding Iran and energy markets, which influence investor sentiment.

Partnerships and high-profile expansion plans in AI infrastructure are driving long-term bull cases for those betting on the company's turnaround.

Aggressive debates persist between those betting on an imminent correction and those confident that massive short positions will be forced to cover.

Investors are split on whether to trim positions near $60-$65 resistance or hold for long-term targets of $100+ as sentiment shifts.

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