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CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeaves quarterly results beat expectations, with raised guidance and a larger AI-compute backlog drawing attention; traders also focused on managements financing plans and expected customer prepayments. Bulls said the update eased funding concerns, while bears remained wary of heavy debt, spending and interest costs, contributing to a muted, volatile reaction.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlists Q3 results and earnings call are driving attention, with traders focused on Samsung licensing revenue, improving profitability and margins, and expected recurring Micron payments and stronger product sales ahead. Bullish reactions emphasize the stronger financial outlook, while skeptics point to lower quarter-over-quarter product sales and the lack of confirmed SK Hynix or Nasdaq updates; speculation about a Hynix deal remains unconfirmed.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricors pending FDA decision on deramiocel for Duchenne muscular dystrophy dominates discussion, with traders parsing managements comments on labeling and launch readiness as possible signs of approval. Optimism about the drugs prospects and cardiac data is countered by concerns that approval is uncertain and the decision could bring a sharp downside; the earnings report and a dispute with NS Pharma are secondary topics.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidias selloff is drawing attention amid a board investigation into CEO Jensen Huangs relationship with an executive linked to alleged chip shipments to China, alongside shareholder-litigation and disclosure concerns; the allegations remain unproven. Traders are divided between fears of governance, export-control and succession risks and the view that the controversy is an overreaction and a buying opportunity.

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

Rigettis Q3 results missed expectations, prompting concern about weak revenue, ongoing losses, and a long path to commercialization. Bears question the valuation of a pre-revenue quantum-computing business, while bulls argue that technical progress and the sectors long-term potential matter more than current financials.

Costco Wholesale Corp. engages in the provision of operation of membership warehouses through wholly owned subsidiaries. It operates through the following geographical segments: United States, Canada, and Other International Operations. The company was founded by James D. Sinegal and Jeffrey H. Brotman in 1983 and is headquartered in Issaquah, WA.

Costco Wholesale Corp

Costcos declared special cash dividend and renewed stock-buyback authorization are driving attention, with traders welcoming the large payout while noting the share price adjusts for the dividend on the ex-date. The reaction is broadly upbeat, though some remain focused on Costcos premium valuation and caution that the dividend is not free money.

LightPath Technologies, Inc. engages in the design, development, manufacture, and distribution of optical and infrared components. Its products include molded glass and assemblies, infrared molded lenses, diamond turned, conventional ground and polished ground lenses and assemblies, and collimator assemblies, which are used in applications involving light detection and ranging technology. The firm supports a range of customers in the field of industrial, laser, defense, medical, telecommunications, and instrumentation. The company was founded in1985 and is headquartered in Orlando, FL.

Lightpath Technologies, Inc. - Ordinary Shares - Class A

LightPaths quarterly results are driving attention: revenue came in below expectations, while earnings per share beat and the company reported a record backlog and improved gross margins. Traders are split between viewing backlog growth and supply-chain recovery as evidence of strong execution and worrying that delayed deliveries and the revenue miss undermine the growth story.

RUM Group, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

RUM is drawing attention around its scheduled Q3 earnings report, with traders debating whether Quake AI and the Northern Data acquisition will deliver the expected revenue growth. Bulls point to AI infrastructure demand and high short interest, while skeptics focus on cash burn, financing and dilution risks, as well as uncertainty around the reported Anthropic agreement.

Pepe (PEPE) is a cryptocurrency launched in 2023and operates on the Ethereum platform. Pepe has a current supply of 413,772,350,095,630.40630647. The last known price of Pepe is 0.00000511 USD and is up 0.93 over the last 24 hours. It is currently trading on 729 active market(s) with $552,678,948.79 traded over the last 24 hours. More information can be found at https://www.pepe.vip/.

Pepe

PEPE is drawing attention for a recent bounce and perceived relative strength while much of the crypto market is weak, with traders describing buying pressure and renewed meme-coin rotation. Bullish holders see a breakout forming, while skeptics point to repeated reversals and question whether the gains will hold.

Barrick Mining Corp. engages in the production and sale of gold, copper, and related activities. It also provides exploration and mining development. It operates through the following business segments: Carlin, Cortez, Turquoise Ridge, Pueblo Viejo, Loulo-Gounkoto, Kibali, Veladero, North Mara, Bulyanhulu, and Other Mines. The company was founded by Peter D. Munk in 1983 and is headquartered in Toronto, Canada.

Barrick Mining Corp.

Barrick Mining Corp

Barricks quarterly results and reaffirmed production outlook are driving attention, with bullish traders emphasizing cash generation, higher gold and copper prices, and potential value from the North American assets IPO despite an earnings miss. Others remain cautious about the shares direction and the IPOs execution and timing.

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Novanta (NOVT) Q3 Earnings and Revenues Surpass Estimates

Novanta (NOVT) delivered earnings and revenue surprises of +8.25% and +1.50%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

LightPath Secures Massive Drone Optics Order — CEO Calls Deal A ‘Significant Milestone’ For Defense Business

Equity

LightPath secured an order for more than 50,000 optical assemblies for drone camera systems from an unnamed customer.


LightPath Technologies Reports Q4 2026 Results: Full Earnings Call Transcript

On Thursday, LightPath Technologies (NASDAQ:LPTH) discussed fourth-quarter financial results during its earnings call. The full transcript is provided below.
This transcript is brought to you by Benzinga APIs. Forread more...

LightPath Technologies, Inc. (LPTH) Reports Q4 Loss, Beats Revenue Estimates

LightPath Technologies (LPTH) delivered earnings and revenue surprises of 0.00% and +4.51%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

LightPath Technologies to Host Fourth Quarter Fiscal 2026 Earnings Call on September 10 at 5:00 p.m. Eastern Time

LightPath Technologies to Host Fourth Quarter Fiscal 2026 Earnings Call on September 10 at 5:00 p.m. Eastern Time LightPath Technologies to Host Fourth Quarter Fiscal 2026 Earnings Call on September 10 at 5:00 p.m. Eastern Time PR Newswire ORLANDO, Fla., Sept. 3, 2026 ORLANDO, Fla., Sept. 3, 2026...

Ukraine's Drone Warfare Devouring 4% Of Global Germanium Demand As China Chokes Supplies

Ukraine's Drone Warfare Devouring 4% Of Global Germanium Demand As China Chokes Supplies

 Our coverage of rare earths dates back to President Trump's first trade war, when we warned that "Rare Earths Are China's Most Potent Weapon In A Trade War."

What followed was predictable. During...

Taiwan Tech Insiders Warn Beijing's Germanium Squeeze Is Hitting Production

Taiwan Tech Insiders Warn Beijing's Germanium Squeeze Is Hitting Production

 Nikkei Asia reports that China is restricting or delaying exports of germanium- and quartz-based materials to Taiwan, creating "painful supply-chain bottlenecks" across the island's key aerospace...

LightPath Technologies Signs Definitive Agreement to Divest China Operations

LightPath Technologies Signs Definitive Agreement to Divest China Operations LightPath Technologies Signs Definitive Agreement to Divest China Operations PR Newswire ORLANDO, Fla., July 23, 2026 Divestiture to Complete Transition to Fully Western-Aligned Manufacturing Footprint, Reinforcing...

LightPath Technologies Receives $13 Million in Follow-On Optical Assembly Orders from Leading C-UAS & Defense Systems Supplier

LightPath Technologies Receives $13 Million in Follow-On Optical Assembly Orders from Leading C-UAS & Defense Systems Supplier LightPath Technologies Receives $13 Million in Follow-On Optical Assembly Orders from Leading C-UAS & Defense Systems Supplier PR Newswire ORLANDO, Fla., July 22, 2026...

What's Going On With the Jump in LightPath Stock Today?

LightPath Technologies shares are bouncing Tuesday as momentum returns to a stock still up about 300% from a year ago despite recent losses.read more...

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LightPath Technologies

$LPTH Q1 &#39;27 Earnings Results &amp; Recap

• Reported GAAP EPS of -$0.02 up 71.43% YoY
• Reported revenue of $20.76M up 37.85% YoY

Stocktwits

 Q1 '27 Earnings Results & Recap

• Reported GAAP EPS of -$0.02 up 71.43% YoY
• Reported revenue of $20.76M up 37.85% YoY

This account has been verified as an official STOCKTWITS representative.

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Bullish Sentiment

<ul class="summary-bullets"><li>CEO Sam Rubin said the drone market represents a meaningful long-term growth opportunity for LightPath.</li><li>LightPath’s assemblies and modules business accounted for 44% of the total sales in fiscal 2026.</li><li>The company recently received a follow-on order worth $6.3 million for optical assemblies used in counter-drone systems.</li></ul>LightPath Technologies (LPTH) was in the spotlight on Tuesday after the company secured an order for more than 50,000 optical assemblies for drone camera systems from a key defense customer.The company did not disclose the customer’s identity or the contract value. <a class="mention" data-mention="$LPTH" data-symbol-id="LPTH" href="https://stocktwits.com/symbol/LPTH" target="_blank">LPTH shares</a> were up more than 8% at the time of writing, their biggest single-day gain since early September.<h2 class="st-heading-2">LightPath Sees Drone Business As A Long-Term Growth Opportunity</h2>LightPath has been racking up several large orders for its optical and infrared imaging products. Earlier this month, the company received a follow-on order worth $6.3 million for optical assemblies used in counter-drone systems.That followed $13 million in orders from the same customer in July, bringing total orders from that customer to more than $19 million.The latest deal comes amid a significant push by the U.S. Department of War (DOW) to deploy more than 200,000 low-cost drones through its $1.1 billion Drone Dominance Program.CEO Sam Rubin called the order a “significant milestone” for its drone business, adding that the company has been expanding manufacturing capacity and automation to meet rising demand.“We view this order as a significant milestone for our drone business, and we believe the drone market represents a meaningful long-term growth opportunity for LightPath,” Rubin said.<h2 class="st-heading-2">Optical Assemblies Business Drives Revenue Growth</h2>LightPath’s assemblies and modules business has become a major growth driver, benefiting from rising demand for complete imaging systems. The segment generated $31.9 million in revenue in fiscal 2026, accounting for 44% of the total sales. It had accounted for 23% of total sales a year earlier. The company’s full-year revenue surged 97%.LightPath also ended fiscal 2026 with a record order backlog of $110.9 million, up 197% from a year earlier. About $85.6 million of the backlog is scheduled for delivery within the next 12 months.<h2 class="st-heading-2">Retail’s Take On LPTH</h2>Retail sentiment for LPTH on Stocktwits turned ‘bullish’ from ‘neutral’ over the past 24 hours amid ‘high’ message volumes.<img src="https://news.stocktwits-cdn.com/LPTH_9fdfb01e67.png" alt="LPTH.png">LPTH shares have been under selling pressure so far in 2026, declining more than 31%.Also read:<a href="https://stocktwits.com/news-articles/markets/equity/artiva-scraps-development-of-lead-drug-candidate-after-patient-deaths/cZUe90FRBCW">&nbsp;Artiva Scraps Development Of Lead Drug Candidate After Patient Deaths — ARTV Stock Heads For Worst Session In Over 18 Months</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the LightPath Technologies (Light Path) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

LightPath secured an order for more than 50,000 optical assemblies for drone camera systems from an unnamed customer.

Yes, by year-end

Yes, but not this year

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He steps down on his own

Do you think Jensen Huang will be removed as Nvidia’s ($NVDA) CEO?

Do you think Jensen Huang will be removed as Nvidia’s (

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