SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomms planned global, performance-focused layoffs are drawing attention; the company has not disclosed how many jobs will be cut. Traders disagree on the implications, with some seeing potential efficiency gains while others criticize the cuts and focus on the stocks relative strength as semiconductor shares fluctuate.

Hut 8 Corp. engages in the development and operation of data centers at scale, supporting AI, high-performance computing (HPC), ASIC compute, and other energy-intensive technology applications. It operates through the following segments: Power, Digital Infrastructure, Compute, and Others. The Power segment manages the origination, development, and management of powered land and energy infrastructure. The Digital Infrastructure refers to the development, ownership, and operation of facilities designed to support next-generation, energy-intensive technology application. The Compute segment deals with operating businesses that deploy and monetize compute assets across next-generation energy-intensive technology. The Others segment offers equipment sales and repairs. The company was founded on January 27, 2023 and is headquartered in Miami, FL.

Hut 8 Corp

Hut 8s sharp decline is being discussed alongside a broader selloff in bitcoin miners and AI data-center stocks, with traders citing bitcoin weakness, financing costs and doubts about the sectors growth valuations. Bulls view the pullback as an oversold opportunity tied to HUTs data-center expansion, while bears point to execution, debt and profitability risks; earnings are also seen as a potential test of the buildout story.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle is under pressure after TD Cowen downgraded the stock, citing weak early sales trends and doubts about the expected recovery in comparable sales; traders are focused on the upcoming earnings report for signs of a broader growth slowdown. Bearish concern about the business outlook is running alongside dip-buying from investors who view the selloff as overdone.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuits outlook below expectations, despite a quarterly beat, is driving concern about slower growth and whether AI and lower-cost tax alternatives are taking customers from TurboTax and QuickBooks. Traders are split between viewing the guidance reset and competitive pressure as a lasting setback and seeing the selloff as an overreaction to a still-profitable business.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Reports of preliminary Instacart sale talks involving Uber and DoorDash are driving discussion, with traders also citing reports that Uber walked away. Some see a deal as a way to expand grocery delivery, while others welcome avoiding a costly acquisition and antitrust risk; broader frustration with UBERs weak share performance and robotaxi concerns also persists.

Shiba Inu (SHIB) is a decentralized, community-led cryptocurrency ecosystem built on the Ethereum blockchain. Originally launched as a meme-based project, it has evolved into a comprehensive financial ecosystem designed to offer a decentralized alternative to traditional banking. Its main value proposition lies in its transition from a social phenomenon into a functional utility network, supported by a vast global community known as the ShibArmy and a commitment to 100% community ownership with no central leadership.  The ecosystem features its own decentralized exchange, ShibaSwap, where users can trade, provide liquidity, and earn rewards. To address Ethereum’s high costs and slow speeds, the project utilizes Shibarium, a Layer 2 scaling solution that processes transactions faster and more affordably.  The project employs a unique three-token model to manage its economy and governance. SHIB serves as the primary currency for trading and payments, while LEASH offers scarcity-based incentives for dedicated supporters. BONE acts as the governance token, allowing holders to vote on proposals through the Doggy DAO and serving as the native gas token for the Shibarium network.

Shiba Inu

Range-bound trading and repeated technical-analysis commentary dominate the discussion, with traders describing consolidation and watching for a breakout. Some holders are buying dips and expecting a renewed meme-coin rally, while others are frustrated by SHIBs prolonged sideways action and question its utility and prospects.

DoorDash, Inc. engages in the design, development, and operation of a food delivery and logistics platform. It serves consumers in the United States, Canada, and Australia. The company was founded by Andy Fang, Tony Xu, Stanley Tang, and Evan Moore on January 12, 2013 and is headquartered in San Francisco, CA.

DoorDash Inc - Ordinary Shares - Class A

Instacarts reported sale exploration and preliminary talks with DoorDash and Uber are drawing attention, with traders debating whether DoorDash remains a potential bidder after reports that Uber walked away. The discussions are preliminary, and traders also question whether antitrust scrutiny would block a deal.

Papa John's International, Inc. engages in the operation and franchise of pizza delivery and carryout restaurants. It operates through the following segments: Domestic Company-owned Restaurants, North America Franchising, North America Commissaries, International Operations, and All Others. The Domestic Company-Owned Restaurants segment consists of retail sales of pizza and side items, breadsticks, cheese sticks, chicken poppers and wings, dessert items, and canned and bottled beverages. The North America Franchising segment involves the offering of sales and support activities, development rights, and collection of royalties from franchisees located in the United States and Canada. The North America Commissaries segment includes the eleven full-service regional dough production and distribution and quality control centers. The International Operations segment represents all restaurant operations outside of the United States and Canada. The All Others segment focuses on franchise contributions to marketing funds and sale, company-owned and franchised restaurants, information systems and related services used in restaurant operations, point-of-sale system, online and other technology-based ordering platforms, printing, and promotional items. The company was founded by John H. Schnatter in 1984 and is headquartered in Louisville, KY.

Papa John`s International, Inc.

Take-private speculation is the dominant topic, with traders discussing reports that Irth Capitals bid has backing from Papa Johns largest U.S. franchisee; no completed deal is confirmed. The chatter is set against frustration over weak sales, the suspended dividend and the stocks decline, with many criticizing the board for not pursuing a sale while others doubt a deal will happen.

Maplebear, Inc. engages in the design and development of an online application that offers grocery delivery and pick-up services. The firm offers Instacart which enables users to connect with personal shoppers in the area who pick up and deliver groceries from local stores. The company was founded by Apoorva Mehta, Brandon Leonardo, and Max Mullen in 2012 and is headquartered in San Francisco, CA.

Maplebear Inc.

Instacart

Instacart is drawing attention after reports that it is reviewing a potential sale and held preliminary talks with Uber and DoorDash. Traders are debating which rival might bid, while some caution that talks are preliminary and a deal could face antitrust scrutiny.

Northrop Grumman Corp. engages in the provision of advanced aircraft systems. It operates through the following segments: Aeronautics Systems, Defense Systems, Mission Systems, and Space Systems. The Aeronautics Systems segment is involved in the design, development, production, integration, sustainment, and modernization of advanced aircraft systems for the U.S. Air Force, the U.S. Navy, other U.S. government agencies, and international customers. The Defense Systems segment includes integrated battle management systems, weapons systems and aircraft, and mission systems sustainment and modernization. The Mission Systems segment offers advanced mission solutions and multifunction systems, primarily for the U.S. defense and intelligence community, and international customers. The Space Systems segment delivers end-to-end mission solutions through the design, development, integration, production and operation of space, missile defense, launch and strategic missile systems for national security, civil government, commercial, and international customers. The company was founded by John K. Northrop, Thomas V. Jones, and Kent Kresa in 1939 and is headquartered in Falls Church, VA.

Northrop Grumman Corp.

Northrop is drawing attention amid a prolonged defense-sector selloff, with traders questioning why the shares have weakened despite solid results and a large backlog. The debate centers on near-term concerns about B-21 investment, margins and uncertain defense-spending sentiment versus the view that the pullback creates value given long-term contract demand.

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

Microsoft Corporation

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

AXTI is drawing attention as a volatile AI-optics play tied to demand for indium phosphide substrates used in data-center photonics. Bulls point to growth potential and recent earnings strength, while bears question the valuation and cite execution, competition, and China-related supply risks.

AXT's Inventory Rises Sharply: Will Working Capital Pressure Grow?

AXTI's inventory rises 18% to $96.3 million, raising working-capital concerns despite strong InP demand, a $100 million-plus backlog and robust liquidity.

AXTI Stock Rises 21% in a Month: Should You Buy, Sell or Hold?

AXT's AI-driven InP growth, $100M-plus backlog and capacity expansion boost its outlook, but valuation and China exposure keep investors cautious.

Can Surging InP Demand Strengthen AXT's Long-Term Growth Potential?

AXTI's record InP sales, $100M-plus backlog, capacity expansion and multi-year deals position it to benefit from AI-driven optical demand.

Strength Seen in Allegro MicroSystems (ALGM): Can Its 8.7% Jump Turn into More Strength?

Allegro MicroSystems (ALGM) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

AXT, Inc. Schedules Third Quarter 2026 Earnings Release for October 29, 2026

AXT, Inc. (NasdaqGS: AXTI), a leading manufacturer of compound semiconductor substrates, will announce its financial results for the third quarter 2026 in a press release immediately following the close of market on October 29, 2026.The company will also host a conference call to discuss these...

AXT (AXTI) Is Up 12.72% in One Week: What You Should Know 

Does AXT (AXTI) have what it takes to be a top stock pick for momentum investors? Let's find out.

Amkor vs. AXT: Which Semiconductor Stock Is the Better Buy Now?

AMKR's record revenues, AI/HPC packaging growth and lower valuation put it ahead of AXTI, though both benefit from AI infrastructure demand.

Bear of the Day: Qualcomm (QCOM)

Bull of the Day: AXT (AXTI)

Gateway for "secret semiconductor substrate" InP (indium phosphide) is blowing minds with triple-digit growth

AXT's Geographic Reach Expands: Can It Drive More Revenue Growth?

AXTI's surging sales in Europe and Asia-Pacific are broadening its revenue base beyond China as InP demand and export approvals improve.

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

AXTI Stock Skyrockets As Investors Cheer Blowout Guidance, Record Quarterly Revenue — Needham Spots A 'Real' AI Networking Opportunity

Equity

Bearish Sentiment

<ul class="summary-bullets"><li>Beyond the near-term earnings beat, Needham said AXT is becoming better positioned to capitalize on AI-driven demand for optical networking components.</li><li>The firm said that deals with two global InP laser providers and growth in China's optical networking market create "real opportunities" for AXT to gain data center networking share.</li><li>AXT forecast earnings per share of $0.3 to $0.32 in the third quarter on revenue of $66 million, blowing past Wall Street’s estimates of an EPS of $0.1 on revenue of $38.8 million.</li></ul>Shares of AXT Inc. (AXTI) continued soaring on Friday, surging by nearly 47% in the opening trade following a 27% surge on Thursday, as investors cheered the semiconductor materials company’s blowout third-quarter guidance.AXT’s better-than-expected second-quarter (Q2) performance and the third-quarter (Q3) guidance also earned it an upgrade and a price target hike from Wall Street, according to TheFly.<a href="https://stocktwits.com/symbol/AXTI">AXT shares</a> were up more than 20% in Friday’s opening trade after paring some of the early gains. AXTI was among the top trending tickers on Stocktwits at the time of writing.<h2 class="st-heading-2">Needham Says AXTI's AI Networking Growth Is Becoming 'Real'</h2>Needham upgraded AXT to ‘Buy’ from ‘Hold’ with a $90 price target, implying an upside of 61% from current levels.Beyond the near-term earnings beat, the firm said AXT is becoming better positioned to capitalize on AI-driven demand for optical networking components.Needham pointed to the company's contracts with two global indium phosphide (InP) laser providers and the continued growth of China's domestic optical networking ecosystem as "real opportunities" for AXT to expand its market share in data center networking.Analysts at B. Riley raised their price target on AXT to $55 from $52 while maintaining a ‘Neutral’ rating, updating its estimates following the company's Q2 earnings report.AXT reported earnings per share (EPS) of $0.19 on revenue of $47.6 million, beating an estimated EPS of $0.07 on revenue of $34.1 million, according to Fiscal.ai data. AXT highlighted that its Q2 revenue was the highest quarterly revenue in its history.The company forecast an EPS of $0.3 to $0.32 in Q3 on revenue of $66 million, blowing past Wall Street’s estimates of an EPS of $0.1 on revenue of $38.8 million.<h2 class="st-heading-2">AXTI Has Reached An ‘Inflection Point,’ Says CEO</h2>During a post-earnings call with analysts, AXT CEO Morris Young said that the company has reached an “inflection point” as demand for its indium phosphide (InP) materials accelerates, driven by the rapid build-out of AI data center infrastructure.Young said the company is on track to more than triple its indium phosphide revenue opportunity by the end of 2026, fueled by faster-than-expected capacity expansion, manufacturing productivity improvements and a shift toward larger-diameter, higher-value substrates.AXT is also planning to double its InP production capacity in 2027 after expanding capacity this year, a move that would make it the world's largest indium phosphide producer.“Customer demand continues to outpace supply, no matter how fast we add capacity. Broadly, the deployment of optical connectivity in AI data center is accelerating as hyperscalers scale GPU dense architectures and look for higher speed, lower power photonics to move data more efficiently,” Young said, while adding that the order backlog now exceeds $100 million.He said hyperscalers are rapidly deploying optical connectivity for AI data centers, driving demand for indium phosphide-based lasers and detectors used in 800G and 1.6T optical transceivers. Young also highlighted AXT's recently announced long-term supply agreements with Coherent Corp. (COHR), Lumentum Holdings Inc. (LITE) and Casela.<h2 class="st-heading-2">How Retail Traders Reacted To AXT Stock</h2>Retail sentiment on Stocktwits around AXTI was in the ‘extremely bullish’ territory, with message volumes at ‘extremely high’ levels at the time of writing.One bullish user believes that AXT shares will top $150 by the end of 2026, noting that they are slowly adding to their position in the company.<stembedurl>https://stocktwits.com/uwada/message/660524588</stembedurl><a href="https://stocktwits.com/symbol/AXTI">AXTI stock</a> is up 242% year-to-date and 2,587% over the past 12 months. The Vanguard Morningstar Total Stock Market ETF (VTI) is up 17% over the past 12 months, while the Tema Photonics &amp; Optical ETF (LAZR) is down 27%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/default/equity/fed-divide-widens-dissenters-push-rate-hikes-inflation-hammack-kashkari/cZN4JU2RJPf">Fed Divide Widens As Dissenters Publicly Push For Rate Hikes To Tame Inflation — Hammack Says 'Now Is The Time' To Act</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a smartphone displays the logo of AXT, Inc. (Photo illustration by Cheng Xin/Getty Images)

Needham upgraded AXT to ‘Buy’ from ‘Hold’ with a $90 price target, implying an upside of 61% from current levels.

Vanguard Total Stock Market ETF

Up more than 1%

Flat to up 1%

Flat to down 1%

Down more than 1%

What do you think the S&amp;P 500&#39;s ($SPY) return will be next week?

Current Price	$52.08
Prev Close	$51.56
Open	$53.11
Dividend Yield	0.00%
50-Day Moving Average	$68.49
Beta	2.70
Avg. Volume	8.75M
PE Ratio	2,800.00

52-Week High	$143.16
52-Week Low	$5.86
Market Capitalization	$3.42B
EPS (Annual)	-$0.488
Price to Book	3.86
Revenue Per Employee	$82,393.66

Feed

News

Sentiment

Earnings

Fundamentals

Info

AXTI Fundamentals