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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 rallying sharply on the back of a significant new supply and joint development agreement with Lumilens, which includes a substantial initial purchase order and a multi-year revenue framework. The community is actively discussing the stock's potential for a massive short squeeze as the news invalidates previous bearish sentiment and triggers aggressive buying, though some remain cautious about the long-term impact of associated warrant dilution.

Figma, Inc. is an AI-powered digital design and product development platform. The firm offers tools for teams to collaborate on the entire lifecycle of software creation. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma is trending following a strong quarterly earnings report featuring revenue growth that beat analyst expectations and raised full-year guidance, fueled by accelerating enterprise adoption of its AI-powered features. Community sentiment is heavily focused on a potential short squeeze, with investors highlighting significant short interest and arguing that the companys strong net dollar retention and essential role in design workflows prove its long-term value despite broader market concerns about AI competition.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion is seeing significant investor attention following a record-revenue earnings report and upgraded guidance, with the community highlighting its focus on quantum sensing and defense contracts as key differentiators from other quantum players. Traders and institutional investors are actively debating the stock's future, weighing its current valuation and large cash runway against the broader volatility of the quantum sector.

Rumble, 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.

Rumble Inc - Ordinary Shares - Class A

Rumble Inc

Rumble Inc. is seeing intense community speculation as investors position themselves for a transformative shift into AI-driven data center operations through the Northern Data acquisition. Shareholders are actively debating the potential for a major short squeeze, driven by significant short interest and anticipation that upcoming earnings and guidance will validate the company's transition into a sovereign cloud and GPU infrastructure provider.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Dallas, TX.

United States Antimony Corp.

United States Antimony Corp. is seeing intense community discussion driven by anticipation of upcoming earnings and operational updates, specifically concerning delayed smelter expansions and potential production growth. Investors remain divided between bullish long-term sentiment regarding the company's role in the domestic critical minerals supply chain and frustration over recent volatility, heavy short interest, and repeated technical delays.

Nu Holdings Ltd. is a holding company, which engages in the provision of digital banking services. The company was founded by David Vélez Osorno, Cristina Helena Zingaretti Junqueira, and Adam Edward Wible on February 26, 2016 and is headquartered in São Paulo, Brazil.

Nu Holdings Ltd - Ordinary Shares Class A

Nu Holdings Ltd

Nu Holdings is seeing strong community interest driven by its robust YoY growth, significant customer base expansion across Latin America, and progress toward a U.S. banking charter. While some investors remain cautious about the stock's volatility and historical post-earnings sell-offs, many are focused on the company's long-term potential as it leverages AI-driven underwriting to scale its digital banking powerhouse.

TMC the metals co., Inc. is a deep-sea minerals exploration company focused on the collection and processing of polymetallic nodules found on the seafloor in international waters of the Clarion Clipperton Zone in the Pacific Ocean (CCZ). These nodules contain high grades of four metals (nickel, copper, cobalt, manganese) which can be used as (i) feedstock for battery cathode precursors (nickel, cobalt and manganese sulfates, or intermediate nickel-copper-cobalt matte) for electric vehicles (EV) and renewable energy storage markets, (ii) copper cathode for EV wiring, energy transmission and other applications and (iii) manganese silicate for manganese alloy production required for steel production. The company was founded in 2021 and is headquartered in Vancouver, Canada.

TMC the metals company Inc

TMC is currently trending following a definitive commercial agreement with Allseas that provides a structured path toward future nodule recovery and significant project de-risking. The community is actively discussing this strategic milestone alongside anticipation for upcoming quarterly earnings, with many investors emphasizing the stock's long-term potential for mineral independence and industrial-scale production.

XRP is a decentralized digital asset and the native token of the XRP Ledger, a Layer 1 blockchain designed for high-performance global payments. Its primary value proposition is offering a fast, cost-effective alternative to traditional banking systems by enabling near-instant cross-border settlements that finalize in three to five seconds. By serving as a neutral bridge asset between different fiat currencies, it helps financial institutions lower liquidity costs and eliminates the need for pre-funded accounts.  The network is unique because it utilizes a federated consensus protocol instead of energy-intensive mining or staking. This system achieves deterministic finality through a Unique Node List of trusted validators who must reach an eighty percent agreement threshold to permanently record transactions. This infrastructure supports a sustained throughput of 1,500 transactions per second and includes a built-in decentralized exchange that allows for the automated trading of any tokenized asset without intermediaries.  The project traces its origins back to 2004 with Ryan Fugger before being co-founded in its modern form by Jed McCaleb and Chris Larsen. The company, now known as Ripple, works with major financial institutions as partners and investors to build global payment solutions. To protect the network from spam, a small amount of XRP is burned during every transaction, and the token is further utilized by institutions as collateral to access traditional markets and manage digital asset infrastructure.  Institutional adoption of the asset reached a major milestone in November 2025 when the SEC approved the first wave of spot XRP ETFs. These products, offered by major issuers including Bitwise, Grayscale, 21Shares, Canary Capital, and Franklin Templeton, are now listed on prominent exchanges like the NYSE Arca, Nasdaq, and Cboe BZX. While Ripple remains a key contributor to the ecosystem, the underlying XRP Ledger continues to operate as an open-source and decentralized network.

Ripple

XRP is trending amid heightened anticipation and volatility surrounding the Senate Banking Committee's markup of the CLARITY Act, which could offer long-awaited regulatory certainty. The community is sharply divided between optimistic bulls betting on a historic breakthrough for institutional adoption and vocal bears warning of "sell-the-news" price manipulation and continued reliance on Bitcoin's broader market momentum.

Robo.ai, Inc. engages in the design and development of smart electric vehicles. It aims to integrate avant-garde design, life-style personalization, IoT connectivity, and autonomous driving technology. The company was founded in 2016 and is headquartered in Dubai, United Arab Emirates.

Robo.ai Inc. - Ordinary Shares - Class B

Robo.ai Inc.

Robo.ai Inc. is trending as traders speculate on a potential short squeeze, citing high cost-to-borrow rates and low share availability. Community members are actively debating whether to hold through intraday volatility or take profits, with many focused on the stock's recent momentum in the AI sector.

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

Applied Materials is rallying following a strong earnings report that beat expectations, fueled by sustained demand for semiconductor manufacturing equipment driven by the ongoing AI infrastructure expansion. The community is actively debating the stock's valuation, with bullish investors highlighting the company's critical role in the semiconductor supply chain while skeptics express caution regarding potential over-extension and the sustainability of current price levels.

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Fastly Stock Plunges 42% After Q1 Earnings: Time to Stay Cautious?

FSLY sinks nearly 42% after a Q1 beat. Investors eye slower Network Services growth, pricing erosion and rising 2026 infra spend. 


Akamai Technologies upgraded by Bank of America on AI infrastructure shift

Akamai Technologies upgraded by Bank of America on AI infrastructure shift...

Stocks making the biggest moves midday: Akamai Technologies, Micron, Nebius, Alibaba & more

Here are the stocks making headlines in midday trading...

Here Are Wednesday's Top Wall Street Analyst Research Calls: Advanced Micro Devices, Akamai Technologies, HEICO, Johnson & Johnson, MasTec, MercadoLibre, Sandisk, Snap, and More

Here Are Wednesday's Top Wall Street Analyst Research Calls: Advanced Micro Devices, Akamai Technologies, HEICO, Johnson & Johnson, MasTec, MercadoLibre, Sandisk, Snap, and More...

Fastly's Q1 Revenues Rise 20%: Can Growth Stay Near Record Highs?

Fastly's Q1 revenues increase 20% to a record $173M as edge cloud, security and compute demand surge, while 2026 guidance points to mid-teens growth.


Company News for May 11, 2026

Companies In The News Are: TTD, DBX, AKAM, MELI.

<ul class="summary-bullets"><li>Akamai stock gained over 40% last week.</li><li>Akamai provides cloud computing, cybersecurity, and content delivery network services that help businesses run websites, apps, video and digital content faster.</li><li>Stocktwits sentiment for AKAM has remained ‘extremely bullish’ since Thursday.</li></ul>Akamai Technologies' stock posted its best weekly gains since April 2013 and hit a record high, after the enterprise web infrastructure company announced a major cloud deal with an AI company.<a href="https://stocktwits.com/symbol/AKAM">Akamai stock</a> gained 27% on Friday, taking the week’s total to 42%, after it said that “a leading frontier model provider has committed to $1.8 billion over seven years for CIS (cloud infrastructure services)”. Although it did not name the mystery customer,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-05-08/anthropic-inks-1-8-billion-computing-deal-with-akamai">Bloomberg</a> and other media outlets reported that it was Anthropic.<h2 class="st-heading-2">Anthropic On Cloud Deal Spree&nbsp;</h2>Anthropic has announced a&nbsp;series of deals for additional cloud capacity in recent months as demand for its Claude software&nbsp;has soared. The AI company, which&nbsp;is preparing for an initial public offering, has struck or expanded deals with CoreWeave, Amazon, Google, Broadcom and xAI (through SpaceX).At a conference after the SpaceX deal was announced last week, Anthropic CEO Dario Amodei said his company is “working as quickly as possible” to secure more computing resources after experiencing “80x growth” in annualized revenue and usage in the first quarter of this year.Akamai provides cloud computing, cybersecurity, and content delivery network (CDN) services that help businesses run websites, apps, video, and digital content faster and more securely over the internet. Its customers range from hyperscalers, streaming platforms, and gaming companies to banks, retailers, and governments.<h2 class="st-heading-2">Akamai’s Q2 Forecast Underwhelms</h2>The AI deal came as a shot in the arm for Akamai, whose shares had been under pressure alongside other software companies amid a broad-based sector selloff in recent months.&nbsp;To be sure, Thursday’s announcement coincided with the company’s <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.akamai.com/newsroom/press-release/akamai-reports-first-quarter-2026-financial-results">quarterly report</a>, which included a softer-than-expected forecast for the current quarter that Akamai attributed to higher component costs.Akamai forecast second-quarter revenue of between $1.08 billion ​and $1.10 billion, compared with analyst estimates of $1.10 billion from LSEG/Reuters. Its adjusted profit forecast of $1.45 to $1.65 per ​share was also lower than analysts’ $1.68 view. First quarter revenue rose 6% to $1.07 billion, in line with expectations.<h2 class="st-heading-2">Analyst, Retail View On AKAM</h2>Craig-Hallum upgraded the stock to ‘Buy’ from ‘Hold,’ with a $190 price target, while at least 10 brokerages raised their price targets on the stock, according to the Fly.Piper Sandler, which raised its price target to $156 from $114, said the AI deal would take a significant increase in capital expenditures, but would result in solid multi-year returns. The analyst forecast growth in 2027 and beyond to be greater than 10% that bulls have been playing for.Currently, 14 out of 25&nbsp;analysts rate the stock ‘Buy’ or higher, nine rate it ‘Hold’, and two rate it ‘Sell’ or lower, per Koyfin. Their average price target of $143.76 is 3% below the stock’s close.&nbsp;On Stocktwits, the retail sentiment for AKAM has&nbsp;remained ‘extremely bullish’ since late Thursday. The watcher count for the ticker surged nearly 4% last week.Akamai shares are up 70% year to date, and the year is already shaping up to be the stock’s best since 2006.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mu-sndk-wdc-memory-stocks-rally-overnight-micron-eyes-1-t-club/cZX9oDNReWI">MU, SNDK, WDC: Memory Stocks Rally Overnight, Micron Eyes $1T Club</a>&nbsp;

In this photo illustration, the Akamai Technologies logo is seen displayed on a smartphone screen

 Akamai Stock Posts Best Week Since 2013 On Buzz Of $1.8B Anthropic Cloud Deal 

The AI deal took the focus away from the soft revenue and profit forecasts for the current quarter.

Equity

The AI deal took the focus away from the soft revenue and profit forecasts for the current quarter.


Anthropic Signs $1.8 Billion Akamai Cloud Deal Amid Surging Claude AI Demand: Report

Anthropic reportedly signed a $1.8 billion cloud computing deal with Akamai Technologies, boosting AI infrastructure capacity for its Claude platform.read more...

Akamai Technologies (AKAM) Reports Q1 Earnings: What Key Metrics Have to Say

While the top- and bottom-line numbers for Akamai Technologies (AKAM) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Akamai Q1 Earnings Meet Estimates, Revenues Up Y/Y on Solid Demand

AKAM posts 6% revenue growth in Q1 as demand for API security and AI cloud services rose, though higher infrastructure investments weighed on profits.

Akamai Technologies, Inc. engages in the provision of cloud services for delivering, optimizing, and securing content and business applications over the Internet. Its products include security, web performance, media delivery, and network operator. The company was founded by Frank T. Leighton, Jonathan Seelig, Randall S. Kaplan, and Daniel M. Lewin on August 20, 1998 and is headquartered in Cambridge, MA.

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Akamai Technologies Inc

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