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Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQs sharp after-hours drop drew attention as traders linked the move to the FAAs nationwide ground stop after communications problems, while speculation about a cyberattack or AI involvement remained unverified. The discussion also reflected wider pressure on tech and AI stocks tied to uncertainty around Nvidia, with traders divided between seeing the selloff as an overreaction and expecting further weakness.

Summit Therapeutics, Inc. is a biopharmaceutical company, that focuses on the discovery, development, and commercialization of patient, physician, caregiver, and societal-friendly medicinal therapies intended to improve quality of life, increase potential duration of life, and resolve serious unmet medical needs. The firm conducts clinical programs focusing on Clostridioides Difficile Infection (CDI). Its lead product, Ridinilazole, is an orally administered small molecule antibiotic that is in Phase III clinical trials for the treatment of CDI. The company was founded in 2003 and is headquartered in Miami, FL.

Summit Therapeutics Inc

Summits FDA review of ivonescimab for EGFR-mutated lung cancer is driving a binary-outcome debate over approval versus a possible rejection or request for more evidence. Bulls point to strong progression-free-survival results and encouraging survival trends, while bears focus on the FDAs stated need for statistically significant overall-survival evidence; recent weakness has also prompted speculation about a negative outcome, though traders say price action alone is not proof.

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

The upcoming Phase 3 REGAL trial readout for SELLASs AML treatment GPS dominates discussion, with traders focused on the binary clinical catalyst. Bulls anticipate strong results, while skeptics cite the stocks sharp volatility and warn of failure risk or a sell-the-news reaction; claims of short-term manipulation remain speculation.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivians volatile, weak share performance is driving debate, with traders blaming heavy short-selling and persistent selling pressure while bulls point to improving deliveries, the R2 ramp, and upcoming autonomy developments. Sentiment remains split between concern over cash burn and execution and hopes that the companys growth initiatives can improve its outlook.

American Airlines Group, Inc. is a holding company, which engages in the operation of a network carrier through its principal wholly owned mainline operating subsidiary, American. The firm offers air transportation for passengers and cargo. It operates through the following geographical segments: Domestic, Latin America, Atlantic, and Pacific. The company was founded on December 9, 2013, and is headquartered in Fort Worth, TX.

American Airlines Group Inc

Reports of an FAA nationwide ground stop tied to air-traffic-control communications problems are drawing attention to AAL, with traders discussing possible departure delays and rerouting. Some characterize the disruption as brief, while speculation about its cause remains unverified.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Reported takeover discussions involving Silver Lake and Saudi Arabias PIF are driving speculation, though no deal is confirmed; traders disagree over whether a potential offer would undervalue Unity. The interest is reinforced by strong quarterly results and the companys first GAAP-profitable quarter, with bullish call activity and breakout chatter alongside skepticism about the rally.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius selloff is being tied to its earnings outlook and delays in activating third-party data-center capacity, which push expected revenue into a later period and have prompted analyst price-target cuts. Traders are divided between viewing the execution and heavy-capex concerns as a reason for further downside and treating the drop as an overreaction, with broader weakness in AI and neocloud stocks adding pressure.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novos stronger-than-expected quarterly results and raised full-year outlook, driven largely by demand for its Wegovy pill, have fueled renewed buying interest. Traders are debating whether the oral drugs momentum can support a sustained recovery amid Lilly competition and concerns about Novos execution.

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

Jensen Huangs abrupt departure is driving debate over Nvidias leadership transition, with traders speculating about his return and possible successors while others worry about leadership uncertainty and scrutiny of chip exports to China. Bulls argue Nvidias business remains strong and point to earnings, while bears see unresolved risks weighing on confidence.

HawKeye 360, Inc. engages in the provision of defense technology. It offers spectrum monitoring, maritime intelligence, air defence radar monitoring, GNSS interference detection, and communications mapping. Its costumers include a wide range of commercial, government and international entities. The company was founded by Charles T. Clancy, Robert G. McGwier, Chris DeMay and John Serafini in 2015 and is headquartered in Herndon, VA.

HawkEye 360 Inc.

HAWK is drawing attention after reporting record third-quarter revenue and raising its full-year outlook, with traders also highlighting international growth, contract demand, and plans for lower-cost satellites. The community reaction is broadly bullish on the results and rally, though claims of institutional accumulation and further upside remain speculative.

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AXTI's AI Data Center Boom: Can Substrate Demand Sustain Growth?

AXT's AI data center boom drives record $73.4M quarterly revenues and a $500M-plus backlog, while expanding InP capacity supports further growth.

4 Strong Buy AI Stocks to Consider Amid the Tech Selloff: CLS, DELL, TER & AXTI

The tech selloff is presenting compelling buying opportunities in these four Strong Buy stocks that are benefiting from booming demand for AI infrastructure and semiconductors.

Should You Buy, Sell or Hold AXTI Stock After Its Strong Q3 Results?

AXT's 162% Q3 revenue jump and $500 million-plus backlog point to booming InP demand. Yet its 191% rally and valuation premium raise the stakes for investors.

AXTI Q3 Earnings Call Highlights AI Demand and Capacity Expansion

AXT's Q3 earnings beat, $500M-plus backlog and surging AI-driven indium phosphide demand fuel aggressive capacity expansion and stronger Q4 expectations.

AXTI Q3 Earnings Beat on Record InP Sales and Margin Gains

AXT beats Q3 earnings estimates as AI-driven InP sales hit a record, revenues surge 162% and non-GAAP gross margin reaches 56.1%.

AXT (AXTI) Beats Q3 Earnings and Revenue Estimates

AXT (AXTI) delivered earnings and revenue surprises of +32.26% and +11.05%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

AXT, Inc. Announces Third Quarter 2026 Financial Results

AXT, Inc. (NasdaqGS: AXTI), a leading manufacturer of compound semiconductor wafer substrates, today reported financial results for the third quarter, ended September 30, 2026. Management Qualitative Comments This is a pivotal and exciting period for AXT, said Morris Young, chief executive officer...

AXT, Inc. Announces Up to RMB 3.67 Billion (Approximately US$545 Million) in Private Equity Financing for Subsidiary Tongmei

AXT, Inc. (NasdaqGS: AXTI), a leading manufacturer of compound semiconductor substrates, today announced that its majority-owned subsidiary, Beijing Tongmei Xtal Technology Co., Ltd. (Tongmei), has entered into definitive agreements for a private equity financing to fund further expansion of its...

TTMI vs. AXTI: Which AI Infrastructure Stock Is the Better Pick?

TTM Technologies and AXT ride the AI infrastructure boom, but contrasting growth, China exposure and valuations reveal which stock offers the stronger long-term case.

AXTI Stock Before Q3 Earnings Release: To Buy or Not to Buy?

AXT faces a key Q3 earnings test as AI-driven InP demand boosts growth prospects, while export permit risks and a lofty valuation cloud the case for buying.

• Reported GAAP EPS of $0.41 up 1466.67% YoY
• Reported revenue of $73.41M up 162.65% YoY

AXT lists export-permit receipt for indium phosphide substrates, geopolitical tensions between China and the United States, Tongmei investment withdrawals or redemption requests, and administrative challenges satisfying requirements of government agencies in China as risks.

AXT reported record Q3 revenue amid exceptionally strong indium phosphide demand, surpassed its 2026 capacity-doubling goal, more than quadrupled its 2026 indium phosphide revenue opportunity, and reported 56.0% GAAP gross margin.

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

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<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.

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