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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

Marvells agreed all-stock acquisition of Lumentum is driving attention, with Lumentums fixed exchange ratio tying its deal value to Marvells share price. Traders are debating the deals value as LITE falls alongside MRVL, questioning whether the headline premium holds up as the acquirers stock weakens.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells agreement to acquire Lumentum in an all-stock deal is the dominant focus, with traders concerned about shareholder dilution, financing, and integration risks as the stock sells off. Others see strategic value in combining Marvells AI-connectivity business with Lumentums optical technology, but debate how long the benefits may take to materialize.

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

Buzz centers on reports that a POET optical engine appeared in Foxconns photonics ecosystem at Hon Hai Tech Day, which bulls view as validation of the FIT collaboration and POETs AI data-center optics opportunity. The display has not confirmed production orders or scaled shipments, leaving traders divided between optimism about commercialization and frustration over the lack of concrete customer updates ahead of earnings.

Axsome Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which engages in the development of novel therapies for the management of central nervous system disorders. Its portfolio consists of Products Overview and Pipeline Overview. The Products Overview includes Auvelity and Sunosi. The Pipeline Overview refers to AXS-05, AXS-07, AXS-12, and AXS-14. The company was founded by Herriot Tabuteau on January 12, 2012 and is headquartered in New York, NY.

Axsome Therapeutics Inc

Axsomes quarterly report beat analyst expectations, with strong year-over-year revenue growth and rising Auvelity prescriptions drawing attention. Traders welcomed the results but debated the pace of cash-flow breakeven and whether Auvelitys launch momentum will translate into sustained profitability; some also noted sales were slightly below a specific analyst estimate.

Tempus AI, Inc. is a healthcare technology company, which engages in bringing artificial intelligence and machine learning to healthcare. It focuses on building platforms for oncology, neuropsychiatry, cardiology, infectious disease, and radiology. The company was founded by Eric Paul Lefkofsky in August 2015 and is headquartered in Chicago, IL.

Tempus AI Inc. - Ordinary Shares - Class A

Tempus AI Inc

Tempus AIs Q3 results and higher full-year revenue guidance are driving discussion, with traders noting the reported EPS beat and asking whether the company is finally GAAP-positive. Despite the upbeat report, shares are lower, fueling debate over a sell-the-news reaction versus improving fundamentals.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

Critical Metals European Lithium acquisition is driving attention, with traders weighing greater ownership of Tanbreez and added assets against dilution and potential selling pressure from newly issued shares. High reported short interest and borrowing costs have fueled squeeze speculation, though the community is divided over whether the deal is ultimately bullish or a near-term overhang.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

A sharp breakout to fresh 52-week highs has drawn attention as traders focus on the upcoming Q3 report and BRIUMVIs commercial momentum. Buyout and short-squeeze theories are also prominent, but remain speculation; some traders attribute the move to earnings positioning and momentum instead.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

CIFRs quarterly results are driving discussion, with traders criticizing weak revenue and ongoing cash-generation and financing concerns despite reported progress bringing HPC leases into service. The reaction is split between fears that debt and the miner-to-AI infrastructure transition will weigh on the stock and bullish arguments that contracted leases and continued AI demand support the longer-term case.

Centrus Energy Corp. engages in the supply of nuclear fuel and services for the nuclear power industry. It operates through the Low-Enriched Uranium (LEU) and Technical Solutions segments. The LEU segment includes various components of nuclear fuel to utilities from its global network of suppliers. The Technical Solutions segment offers advanced engineering, design, and manufacturing services to government and private sector customers, and is deploying advanced nuclear fuel production capabilities to power existing, and next-generation reactors around the world. The company was founded in October 1992 and is headquartered in Bethesda, MD.

Centrus Energy Corp - Ordinary Shares - Class A

Centrus Energy Corp 

LEU is drawing attention amid a steep, volatile selloff, with traders blaming the recent stock-and-warrant offering and potential dilution, while also debating high valuation and the cost and timeline of expanding enrichment capacity. Bulls point to DOE support, customer contracts and centrifuge production progress as reasons the long-term domestic nuclear-fuel opportunity remains intact, while others expect continued pressure.

Precigen, Inc. is a biotechnology company, which engages in the research and development of synthetic biology technologies. It operates through the Biopharmaceuticals and Exemplar segments. The company was founded by Thomas David Reed in 1998 and is headquartered in Germantown, MD.

Precigen Inc

FDA accelerated approval of Inovios competing RRP treatment has focused attention on potential competition for Precigens PAPZIMEOS and prompted concern about its market position. Traders debate whether the rivals treatment regimen will pressure PAPZIMEOS or whether Precigens commercial head start, payer access, and full-approval status will help it retain an advantage.

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MX Stock Heads For 29-Month Highs — What’s The AI Server Portfolio Showcase That Investors Are Bullish About?

Equity

Magnachip stated that it will showcase Medium-Voltage MOSFET solutions designed for server and data center power supply units, high-performance computing applications, and industrial power systems.

Repay Stock Falls As $372M Deal Fails To Impress Investors

The company said that the acquisition will be financed with a combination of cash on hand and debt financing.


FOSL Stock Plunges After Extending Exchange Offer For Its Senior Notes Due 2026

Separately, the company stated that it is not currently pursuing an initial public offering of its subsidiary in India, following recent media reports about the subsidiary going public.

Ovid Therapeutics Stock Rallied 18% Pre-Market – Here’s Why

The company is now looking forward to initiating a mid-stage study evaluating OV329 in adult patients with drug-resistant focal onset seizures.

A Kodak ‘Moment’? Company’s Pharma Expansion Plans Ignite 366% Surge In Retail Chatter

Kodak ventured into pharmaceuticals after the company was awarded a $765 million federal loan in 2020, aimed at producing pharmaceutical ingredients, as part of a broader effort during the pandemic to strengthen the nation’s medical supply chain.


Diversified Energy Stock Rises After Deal To Buy Maverick Natural Resources for $1.28B: Retail’s Elated

The deal, expected to close in the first half of 2025, would increase the share of oil in Diversified Energy’s total energy production mix.

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<ul class="summary-bullets"><li>The company added that its MOSFET solutions are designed to support high-efficiency and high-density power architectures for AI servers and data centers.</li><li>Magnachip also plans to spotlight a range of power semiconductors designed for power conversion and energy management in electric vehicles, solar installations, battery storage systems, and industrial equipment.</li><li>The showcase will take place at PCIM Europe 2026, which will be held from June 9 to 11, 2026, in Nuremberg, Germany.</li></ul>Shares of Magnachip Semiconductor Corp. (MX) are on track to hit a 29-month high on Friday amid a broader rally in chip stocks.Also driving up the investor interest in Magnachip is the company’s upcoming showcase of its MOSFET portfolio for AI servers and data center power systems in Germany next month.<a href="https://stocktwits.com/symbol/MX">Magnachip shares</a> were up more than 13% in Friday’s pre-market trade. MX was among the top trending tickers on Stocktwits at the time of writing.<figure class="image"><img src="https://news.stocktwits-cdn.com/MX_stock_png_be561cf88e.webp" alt="MX stock.png" width="1518" height="926"><figcaption>Source: TradingView</figcaption></figure><h2 class="st-heading-2">What Is MX’s Showcase About?</h2>Magnachip stated that it will showcase Medium-Voltage (MV) MOSFET solutions designed for server and data center power supply units (PSUs), high-performance computing (HPC) applications, and industrial power systems. The showcase will take place at PCIM Europe 2026, which will be held from June 9 to 11, 2026, in Nuremberg, Germany.The company added that its MOSFET solutions are designed to support high-efficiency and high-density power architectures for AI servers and data centers.Beyond its MV MOSFET lineup, Magnachip plans to spotlight a range of power semiconductors designed for power conversion and energy management in electric vehicles, solar installations, battery storage systems, and industrial equipment.“As power demand in AI servers and data centers continues to increase, customers are seeking semiconductor solutions that can support higher power efficiency and power density,” said Magnachip’s Chief Technology Officer, Hyuk Woo.Woo added that the company plans to expand its portfolio of power semiconductor solutions used for a range of AI and industrial applications.This comes after Magnachip announced its eighth-generation MOSFET solutions for high-performance smartphone battery protection circuits.<h2 class="st-heading-2">Why Is MX’s Upcoming Showcase Turning Retail Traders Bullish?</h2>Retail sentiment on Stocktwits around Magnachip improved on Friday, entering the ‘extremely bullish’ territory from ‘bullish’ a day ago. Likewise, retail chatter also soared, trending at ‘extremely high’ levels, from ‘high’ a day ago.One user believes that Magnachip is an undervalued company and an unknown winner.<stembedurl>https://stocktwits.com/semiguy/message/654737434</stembedurl><a href="https://stocktwits.com/symbol/MX">MX stock</a> is up 166% year-to-date and 87% over the past 12 months. The iShares Semiconductor ETF (SOXX) is up 173% during this period, while the EA Bridgeway Omni Small-Cap Value ETF (BSVO) is up 43%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/smci-taiwan-three-arrests-what-nvidia-jensen-huang-adviced/cZgiVsjRes6">SMCI's Collaboration With Taiwanese Authorities Leads To Arrests — A Look At Jensen Huang's Advice To Super Micro</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Magnachip Semiconductor logo is seen displayed on a smartphone screen

Shares of Magnachip Semiconductor Corp. (MX) are on track to hit a 29-month high on Friday amid a broader rally in chip stocks.

MagnaChip Semiconductor Corp

iShares Semiconductor ETF

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Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

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Drop a comment with when you expect the first cut/hike to be.

Current Price	$28.97
Prev Close	$29.21
Open	$29.22
Dividend Yield	N/A
50-Day Moving Average	$28.87
Beta	N/A
Avg. Volume	216,661.13
PE Ratio	N/A

52-Week High	$30.20
52-Week Low	$21.60
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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