SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Iovance Biotherapeutics, Inc. engages in the development and commercialization of cell therapies using autologous tumor-infiltrating lymphocytes (TIL) for the treatment of cancer. Its products include Amtagvi (lifileucel), and Proleukin (aldesleukin). The firm also develops investigational TIL therapies for other solid tumor cancers. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Iovances announcement of positive IOV-LUN-202 Phase 2 results in previously treated metastatic NSCLC and a webcast to discuss the data has driven attention, with traders focused on whether lifileucel could expand beyond melanoma and whether precision-based patient selection strengthens the case. The community is broadly enthusiastic, but speculation about improved response rates, an earlier FDA path, and a short squeeze remains unconfirmed pending detailed data.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabets quarterly results sparked a sharp selloff as investors focused on the earnings shortfall, negative free cash flow, and expectations for significantly higher AI infrastructure spending, despite rapid Google Cloud growth. Traders are split between viewing the drop as a buying opportunity and worrying that capex, weaker advertising and search trends, and uncertain AI returns could pressure the business.

Alphabet Inc - Ordinary Shares - Class C

Alphabets earnings disappointment and heavy AI infrastructure spending, which weighed on profits and cash flow despite strong Google Cloud growth, are driving the discussion. Traders are split between viewing the selloff as an overreaction and worrying that rising costs, slowing search growth, and AI competition could undermine returns.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsofts quarterly results beat expectations, with accelerating Azure growth and a stronger outlook; traders also welcomed capital spending coming in below expectations. The initial bullish reaction faced a sell-the-news counterpoint, as some debated whether AI investment can translate into durable cash flow and the shares gave back part of their after-hours gains.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNows mixed quarterly resultsan earnings miss and softer forward contract-growth guidance despite revenue growth and a raised AI sales targettriggered a sharp selloff. Traders are divided between concerns about slowing software growth and AI disruption, and buyers who view the drop as an overreaction to strong AI demand and business momentum.

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

Reports that Marvell is in advanced talks to acquire Lumentum have driven attention, with traders debating whether the reported deal will materialize and how Marvell would finance it. The potential tie-up is seen as a strategic move in AI data-center optics, but no agreement is final.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS said its Phase 3 REGAL trial of the AML vaccine GPS reached the prespecified 80th event, triggering final analysis ahead of topline results expected this quarter. The stocks sharp decline after the milestone has fueled debate: some traders view it as a sell-the-news reaction before a binary data readout, while others warn the trials efficacy remains uncertain.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Vikings Q3 results and conference-call comments have focused attention on VK2735s commercialization timeline, with the CEOs estimate of roughly two and a half years to launch prompting criticism that the company is moving too slowly. Investors are also debating cash burn and dilution risk, and whether Viking will pursue a partnership or commercialize independently; bullish voices point to the obesity drugs ongoing Phase 3 program and future data as reasons for patience.

Fortinet, Inc. provides cybersecurity solutions to a variety of businesses, such as enterprises, communication service providers, government organizations, and small to medium-sized businesses. Its product portfolio includes network security, secure access service edge, enterprise networking, security operations, application security, and operational technology. The company was founded by Ken Xie and Michael Xie in November 2000 and is headquartered in Sunnyvale, CA.

Fortinet Inc

Fortinets sharp post-earnings selloff is dominating discussion: despite an EPS and revenue beat and higher full-year revenue guidance, traders are focused on a reduced service-revenue outlook and signs of slowing growth amid a high valuation. Bulls call the drop an overreaction to otherwise solid results, while bears see the forecast and growth concerns as justification; the decline is also weighing on cybersecurity peers.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Wendys shares jumped on a Trian-led groups proposal to take the company private. Traders largely view the offer as too low and anticipate board resistance or a higher bid, while others warn the proposal could cap gains or fall through; short-squeeze speculation is also common.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

Attention centers on POETs upcoming Q3 report and whether it will confirm progress toward commercial shipments and production scaling for its Lumilens optical-engine program. Bulls see potential in AI-datacenter optics demand and the reported order, while skeptics cite limited shipment disclosures, weak communication, and the stocks decline as reasons for caution.

The move appears tied to traders reacting to reports that Marvell is pursuing Lumentum, which has fueled speculation about broader consolidation and strategic demand in optical components. No POET-specific catalyst is confirmed in the available information.

 LITE, COHR, AAOI, POET Rise Overnight After Lumentum CEO Says Optical Parts Are ‘Completely Sold Out’ Through Early 2029

Equity

AI data center demand is straining optical component supplies, according to Lumentum Holdings’ Michael Hurlston.


Jim Cramer Recommends Buying This Energy Stock: It Is 'Too Cheap'

Jim Cramer favors undervalued Kinder Morgan and high-yield MPLX, warns StandardAero may fall, and avoids money-losing POET Technologies.read more...

What's Going On With POET Technologies Stock?

POET Technologies shares are rising Thursday after reporting upbeat second-quarter results and disclosing new optical chip orders.read more...

POET Stock Gains After Sixth Straight Quarter Of Revenue Growth – CEO Says 2026 Production Ramp ‘On Schedule’

Management expects to begin shipping substantial production volumes for customer qualification during the remaining quarters of 2026, with further updates expected in September.


Lumentum's Upbeat Report Sparks Photonics Rally: Coherent's Earnings Up Next

Investor interest in photonics is rising as hyperscalers ramp AI spending, fueling expectations for a multi-year boom for optical connectivity tech providers.


Why Is AAOI Stock Surging 10% Premarket?

Applied Optoelectronics beat Q2 expectations, triggering a rise in its shares and those of peers.


Tuesday Sector Leaders: Semiconductors, Computer Peripherals

In trading on Tuesday, semiconductors shares were relative leaders, up on the day by about 6.2%. Leading the group were shares of Applied Optoelectronics, up about 21.4% and shares of POET Technologies up about 15.6% on the day.

Also showing relative strength are computer peri...

COHR, LITE, POET, AAOI, MRVL Stocks Gain On Trump’s Reported China Ban On Data Center Import Parts

According to a Reuters report, the move could benefit Coherent and Lumentum by shifting demand toward U.S.-made optical transceivers.


COHR, AAOI, LITE, POET: Photonic Stocks Join Google Capex-Fueled AI Rally

Investor interest in all four has surged as hyperscalers ramp AI infrastructure spending.


POET Stock Has Seen Its Biggest Jump In A Month: How Much More Upside Does Wall Street See?

According to Koyfin data, the 12-month average price target for POET Technologies is $17.50, implying nearly 99% upside from its last close.

This account has been verified as an official POET representative.

Verified Account

POET_Technologies

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

Bullish Sentiment

<ul class="summary-bullets"><li><a class="mention" data-mention="$LITE" data-symbol-id="LITE" href="https://stocktwits.com/symbol/LITE" target="_blank">Lumentum</a> expects significant supply shortfalls for some products through 2028.</li><li>Nvidia invested $2 billion each in Lumentum and peer Coherent earlier this year.</li><li>AAOI shares rose 3% in overnight trading late Thursday, leading gains among optics stocks, after Hurlston’s comments.</li></ul>Optical component stocks jumped in overnight trading late Thursday after Lumentum Holdings Inc. (LITE) CEO Michael Hurlston said the company’s optoelectronic products were completely sold out through&nbsp;early 2029, underscoring surging demand for AI data center infrastructure.Shares of Applied Optoelectronics Inc. (AAOI) rose 3%, while Lumentum and Coherent Corp. (COHR) rose about 1.4% each and POET Technologies (POET) gained nearly 1%.In an interview with Bloomberg in Tokyo on Friday, Hurlston said Lumentum was struggling to keep up with demand from technology companies racing to build faster AI data centers.The company cannot meet demand for some products through next year and expects a 30% shortfall for others through 2028, he said. “We are completely sold out, so there’s no end in sight,” Hurlston told the news agency.The latest comments reinforce his earlier outlook that Lumentum’s production capacity would be fully booked through 2028, highlighting growing supply constraints in the optical components industry.<h2 class="st-heading-2">Nvidia Backs Optical Component Makers</h2>Lumentum supplies advanced indium phosphide devices that enable high-speed data transmission and cloud computing. The technology is becoming increasingly important as AI workloads require faster connections between servers and computing systems.Nvidia Corp. (NVDA) invested $2 billion each in Lumentum and Coherent earlier this year, highlighting the growing importance of optical technologies to its AI infrastructure strategy.However, expanding production capacity remains a challenge. Hurlston said building new manufacturing capacity takes three to five years, although hyperscalers are willing to shoulder some of the capital expenditure risk through long-term commitments.<h2 class="st-heading-2">Optical Stocks Ride AI Infrastructure Boom</h2>Optical component stocks have been among the biggest beneficiaries of this year's AI infrastructure rally, as hyperscalers ramp up spending on data centers and high-speed networking.<a href="https://stocktwits.com/symbol/SOXX">LITE stock</a> has gained 185% year-to-date, while Coherent and Applied Optoelectronics shares have surged 64% and 204%, respectively.On Stocktwits, retail sentiment for AAOI&nbsp;rose to&nbsp;‘extremely bullish’ from ‘bullish’ as of late Thursday. Sentiment remained ‘bullish’ for LITE and ‘bearish’ for COHR and POET.“AAOI wouldn’t be surprised to see this rip higher like nobody’s business tomorrow. I loaded the boat today,”&nbsp;<a href="https://stocktwits.com/ProspernCapital/message/666110213">said</a> a trader.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/chip-cloud-stocks-edge-up-overnight-after-open-ai-s-50-b-revenue-figure-sparks-selloff-analyst-calls-reaction-overblown/cZD6J6GRBV9">Chip, Cloud Stocks Edge Up Overnight After OpenAI’s $50B Revenue Figure Sparks Selloff: Analyst Calls Reaction ‘Overblown’</a>

A close-up of AI cloud data center racks with servers, cables, and blinking lights. (Photo by Joan Cros/NurPhoto via Getty Images)

AI data center demand is straining optical component supplies, according to Lumentum Holdings’ Michael Hurlston.

LITE, COHR, AAOI, POET Rise Overnight After Lumentum CEO Says Optical Parts Are ‘Completely Sold Out’ Through Early 2029

Applied Optoelectronics Inc

Coherent Corp

Yes, the bottom is in

No, more downside ahead

Too early to tell

Depends on the stock

Neocloud stocks like $NBIS, $CRWV, $IREN, and $APLD are rebounding after a brutal October. Have they bottomed?

Stocktwits

Nebius Group N.V. 

CoreWeave Inc

IREN Limited

Applied Digital Corporation

 are rebounding after a brutal October. Have they bottomed?

Stocktwits Polls

Investors are bracing for the November 16th earnings call, betting that recent technical progress in AI optical engines will spark a much-needed reversal.

Frustrated longs are watching closely for a potential squeeze as bearish pressure remains high despite the company's solid cash position and lack of debt.

Traders are actively debating potential buyout scenarios as sector consolidation intensifies and major industry players look to secure their supply chains.

Market focus is shifting toward the company's ability to transition from development into high-volume commercial production for its hyperscaler partners.

Current Price	$5.84
Prev Close	$5.69
Open	$5.75
Dividend Yield	0.00%
50-Day Moving Average	$7.26
Beta	2.49
Avg. Volume	8.16M
PE Ratio	-9.79

52-Week High	$20.81
52-Week Low	$3.87
Market Capitalization	$984.7M
EPS (Annual)	-$0.6759
Price to Book	1.16
Revenue Per Employee	N/A

Feed

News

Sentiment

Earnings

Fundamentals

Info

POET Fundamentals