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Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJTs steep slide to new lows is prompting debate over whether worsening sentiment around Trump and the approaching midterms is weighing on the stock, alongside skepticism about the companys limited underlying business. Most commenters are bearish and discuss shorting or further declines, while a smaller group sees the drop as a buying opportunity; no single confirmed company announcement dominates the conversation.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. It operates through the Steelmaking and Other Businesses segments. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

A stronger-than-guided third-quarter report and an upbeat 2027 earnings outlook are driving CLFs rally. Traders are optimistic about a steel-sector recovery and potential short covering, while others question whether the outlook can overcome debt concerns and sustain the move.

United Airlines Holdings, Inc. is a holding company, which engages in the provision of transportation services. It operates through the following geographical segments: Domestic, Atlantic, Pacific, and Latin America. The company was founded on December 30, 1968 and is headquartered in Chicago, IL.

United Airlines Holdings Inc

CEO Scott Kirbys reported support for a 100% inheritance tax is drawing sharp criticism, with some traders calling for a boycott or selling UAL shares. Others are focused on upcoming earnings and fuel-cost risks, but the tax comments dominate the immediate discussion.

AGNC Investment Corp. engages in the operation of a real estate investment trust. The firm invests in residential mortgage pass-through securities and collateralized mortgage obligations for which the principal and interest payments are guaranteed by the United States government-sponsored enterprise or by the United States government agency. It also invests in other types of mortgage and mortgage-related securities, such as credit risk transfer securities and non-Agency residential and commercial mortgage-backed securities, where repayment of principal and interest is not guaranteed by the United States government-sponsored enterprise or by the United States Government agency, and other assets related to the housing, mortgage, or real estate markets. The company was founded on January 7, 2008 and is headquartered in Bethesda, MD.

AGNC Investment Corp

AGNCs third-quarter results drew attention after tangible book value fell sharply and recurring spread income only narrowly covered the dividend, intensifying concerns about the mortgage REITs valuation and payout sustainability. Traders are divided between selling amid rate and mortgage-spread pressures and buying the depressed shares for their high yield.

Disc Medicine, Inc. is a clinical-stage biopharmaceutical company, which engages in the discovery, development, and commercialization of treatments for hematologic diseases. It assembles a portfolio of clinical and preclinical product candidates that aim to modify fundamental biological pathways associated with the formation and function of red blood cells, specifically heme biosynthesis and iron homeostasis. The company was founded in October 2017 and is headquartered in Watertown, MA.

Disc Medicine Inc

Disc Medicine is surging after its Phase 3 APOLLO trial of bitopertin met all primary and secondary endpoints in erythropoietic protoporphyria, supporting a planned FDA resubmission after the earlier rejection. Traders are debating the bullish readout and possible short-covering against dilution concerns from a proposed stock offering and the risk of a pullback.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

The FDAs early expansion of ANKTIVA plus BCG to papillary-only BCG-unresponsive bladder cancer has dominated discussion, but shares sold off sharply despite the approval and favorable trial updates. Traders debate a sell-the-news move and broader biotech weakness against concerns about commercial uptake, revenue, valuation and financing; claims of coordinated shorting remain speculation.

MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It operates through the following segments: Materials and Magnetics. The Materials segment focuses on the operation of Mountain Pass, which produces refined rare earth oxides and related products, as well as rare earth concentrate products. The Magnetics segment is involved in the operation of Independence Facility, where the company began production of magnetic precursor products. The company was founded by James Henry Litinsky and Michael Rosenthal in 2017 and is headquartered in Las Vegas, NV.

MP Materials Corporation

MP is drawing attention amid a sharp rare-earth and critical-minerals sector selloff, with traders pointing to persistent lower lows, weak price action and macro pressure from yields and rates. Some see a possible bargain and cite U.S. supply-chain priorities and government backing, while others worry that China negotiations could ease supply concerns and keep the sector under pressure.

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 CEO Angelos Stergious anniversary post and reference to a next chapter sparked speculation among traders about an imminent REGAL trial update or possible deal. Others called it a routine anniversary message and noted that no clinical news was confirmed; the main focus remains REGALs final analysis, triggered at 80 events after the last disclosed count of 78.

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia, and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Lam Research Corp.

Lam Research is drawing attention ahead of its fiscal Q1 earnings report, with traders focused on whether results and guidance can meet elevated expectations amid AI- and memory-driven equipment demand. The debate is split between dip buyers who see the selloff as an opportunity and cautious traders concerned about limited room for an earnings miss and broader semiconductor weakness.

WorldFinancial

Traders are focused on World Liberty Financials banking and USD1 plans, with the reported preliminary bank-charter approval viewed by bulls as a potential catalyst for renewed interest. That optimism is countered by frustration over WLFIs weak, range-bound performance and concerns about Trump-family involvement and possible selling; some traders also speculate that limited circulating supply could amplify a move.

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GLW, VZ, COHR In Focus As AI Fiber Shortage Drives Prices Higher — TrendForce Sees Supply Crunch Through 2028

$GLW $VZ $COHR $CIEN $T

https://stocktwits.com/news/equity/markets/glw-vz-cohr-in-focus-as-ai-fiber-shortage-drives-prices-higher-trend-force-sees-supply-crunch-through-2028/cZx8H5MRBMy

Dean

Shares of Corning Inc. (GLW) and Verizon Communications Inc. (VZ) are in focus after research firm TrendForce forecast on Monday that rising artificial intelligence (AI) infrastructure demand would leave the global optical fiber market facing a supply sho

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GLW, VZ, COHR In Focus As AI Fiber Shortage Drives Prices Higher - TrendForce Sees Supply Crunch Through 2028

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Corning, Inc.

Verizon Communications Inc.

Coherent Corp

CIENA Corp.

AT&T Inc

GLW, VZ, COHR In Focus As AI Fiber Shortage Drives Prices Higher — TrendForce Sees Supply Crunch Through 2028



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