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Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMDs quarterly results and forward guidance are the main focus, with traders debating whether data-center demand can offset concerns about PC demand and broader chip weakness after Intels cautious outlook. The community is split between hopes that a strong report could lift semiconductor stocks and fears that shares may fall even on a beat if guidance disappoints or market sentiment stays weak.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

SMCI is drawing attention ahead of its quarterly earnings report, with traders weighing its favorable preliminary revenue and margin update against the need for confirmation, stronger forward guidance, and improved cash flow. Bulls expect a strong report to help the shares recover, while skeptics point to thin margins, cash burn, and lingering distrust of management, noting that the stock has remained weak despite the upbeat update.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Anticipation of the FDAs November 22 decision on Capricors Duchenne muscular dystrophy therapy deramiocel is driving attention, with traders debating whether its HOPE-3 upper-limb data could support approval and whether heavy short interest could amplify the move. Optimists point to physician support and recent FDA flexibility in another rare-disease case, while skeptics cite the negative advisory committee outcome and statistical concerns; approval remains uncertain.

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.

Midterm-election outcomes are driving the discussion, with traders debating whether a Republican showing could support DJT or a Democratic blue wave could pressure the Trump-linked stock. Some point to election-related hopes and possible short covering behind the gains, while others expect a selloff and question the companys fundamentals.

Astera Labs, Inc. provides rack-scale AI infrastructure through purpose-built connectivity solutions. The company offers a range of semiconductor-based connectivity solutions designed to address bandwidth, latency, and reliability challenges in AI and cloud data centers. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Astera Labs Inc

Astera Labs Q3 results and Q4 outlook drew attention, with traders calling the report strong but reacting to a sharp, volatile post-earnings selloff. The debate centers on whether AI data-center connectivity growth justifies the valuation or whether expectations were already too high.

Arista Networks, Inc. engages in the development, marketing, and sale of cloud networking solutions. Its solutions include EOS, a set of network applications, and Gigabit Ethernet switching and routing platforms. Its product categories include core, cognitive adjacencies, and cognitive networks. The company was founded by Andreas Bechtolsheim, David Cheriton, and Kenneth Duda in November 2004 and is headquartered in Santa Clara, CA.

Arista Networks Inc

Arista is drawing attention ahead of its quarterly earnings report, with traders positioning for a potentially sharp move after a steep pullback. Bulls expect AI and hyperscaler networking demand to support results, while skeptics worry about capex uncertainty and the stocks history of selling off after earnings.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

WULFs sharp decline alongside AI and data-center peers, with traders focused on earnings risk and concerns about heavy spending, financing, and execution. Bulls point to its AI/HPC contracts and high short interest, while bears see continued downside in the sector selloff.

Duolingo, Inc. is a language-learning website and mobile application, which engages in the development of a free language learning website and crowd sourced text translation platform. It offers Duolingo for Schools, a free, web-based tool that aims to make it easier for teachers to use the Duolingo platform in a structured learning environment, and English Test, an online, on-demand assessment of English proficiency. The company was founded by Luis von Ahn and Severin Hacker in 2011 and is headquartered in Pittsburgh, PA.

Duolingo Inc - Ordinary Shares - Class A

Duolingo Inc

Duolingos post-earnings selloff is drawing attention after investors focused on softer-than-expected next-quarter revenue guidance despite solid results and accelerating daily-user growth. Bulls argue engagement and the long-term business remain strong, while bears question whether user growth can translate into revenue and justify the valuation amid AI competition concerns.

Toast, Inc. engages in the development and provision of consumer payment application for restaurants. It offers terminals, kiosk, guest facing display, and system accessories. The firm also offers point of sale, reporting and analytics, online ordering and delivery, and kitchen display system. The company was founded by Jonathan Grimm, Aman Narang, and Stephen J. Fredette in December 2011 and is headquartered in Boston, MA.

Toast Inc - Ordinary Shares - Class A

Toast Inc

Toasts quarterly report is driving attention: traders point to continued growth and raised full-year profit guidance, while noting an earnings-per-share miss against expectations. The community is split between optimism about the business and concern that the stock may sell off after results, as it has in past earnings periods.

Zevra Therapeutics, Inc. is a commercial-stage rare disease company that combines science, data and patient needs to create therapies for diseases with limited or no treatment options. The firm focuses on the treatment of rare neurological and sleep conditions such as certain Urea Cycle Disorders, Niemann Pick Disease Type C and Idiopathic Hypersomnia. The company receives royalties for AZSTARYS from its commercial partner Corium. The company was founded by Christal M. M. Mickle and Travis C. Mickle on October 30, 2006 and is headquartered in Celebration, FL.

Zevra Therapeutics Inc

Rafael Holdings subsidiary has submitted an NDA for Trappsol Cyclo, another Niemann-Pick type C treatment, drawing attention to whether the FDA will accept the application despite the trials missed primary endpoint. Traders debate whether the drug could become a competitor to Zevras MIPLYFFA or offer a complementary option; the FDAs filing and review decisions remain uncertain.

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The Zacks Analyst Blog Highlights IonQ, Rigetti Computing, QTUM, WQTM, CHPX and Micron Technology

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Micron’s Post-Earnings Estimate Hikes May Lag Previous Quarters, Flags Morgan Stanley

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Morgan Stanley remains positive on Micron ahead of Wednesday’s earnings, citing strong demand and rising pricing.

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<ul><li>Micron is scheduled to report results on Sept. 30 after the market closes.</li><li>Morgan Stanley maintained an ‘Overweight’ rating on Micron stock with a price target of $1,200.</li><li>Micron has guided for fiscal fourth-quarter revenue of $50 billion.</li></ul>Micron Technology Inc. (<a class="mention" data-mention="$MU" data-symbol-id="MU" href="https://stocktwits.com/symbol/MU" target="_blank">MU</a>) could see another round of earnings estimate increases after reporting fiscal fourth-quarter results Wednesday, although the revisions may not match the magnitude seen in recent quarters, according to Morgan Stanley.Near-term conditions are “still very good,” with strong demand and rising pricing evident, the firm said in an earnings preview cited by TheFly. Morgan Stanley maintained its ‘Overweight’ rating on the stock with a price target of $1,200.At the time of writing,&nbsp;<a href="https://stocktwits.com/symbol/MU">MU stock</a> was trading around 3% lower. The company is scheduled to report results on Sept. 30 after the market closes.<h2 class="st-heading-2">Morgan Stanley Focuses On Memory Cycle Duration</h2>According to TheFly, Morgan Stanley said it remains positive on Micron and expects earnings expectations to move higher after Wednesday’s print, but “less so than prior quarters.”The firm also believes the strength in memory will prove durable, while acknowledging that the question of how long the current cycle lasts is harder to settle immediately.“Duration debates take longer to pay off, as there’s no real way to prove that near term,” Morgan Stanley said.Micron has guided for fiscal fourth-quarter (Q4) revenue of $50 billion, plus or minus $1 billion, alongside an approximately 86% gross margin and non-GAAP diluted earnings per share of $31, plus or minus $1.The company reported fiscal third-quarter (Q3) revenue of $41.46 billion, meaning its fourth-quarter guidance already calls for another sequential increase in sales.<h2 class="st-heading-2">Is Memory Boom Nearing A Peak?</h2>The duration question has become increasingly important after the sharp run-up in memory-industry earnings.Barron’s noted that skeptics could argue memory-chip companies typically appear inexpensive near the peak of their cyclical earnings, while adding that little evidence so far suggests the current memory boom has peaked.The publication&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.barrons.com/articles/micron-stock-price-ai-earnings-9aacdfd8">cited</a> Synovus Trust senior portfolio manager Daniel Morgan, who said dynamic random access memory (DRAM) and NAND supply should remain tight through Micron’s fiscal 2027, with incremental supply moving toward balance in fiscal 2028.Another development putting the memory industry in focus is SK Hynix’s (<a href="https://stocktwits.com/symbol/SKHY">SKHY</a>) U.S.-based Solidigm unit reportedly considering an initial public offering (IPO). Reuters reported Friday that an offering could value the NAND storage business at up to $150 billion and raise about $15 billion.For Micron, Wednesday’s report will provide another look at current demand and pricing conditions. Morgan Stanley’s view going into the print is clear: it still expects estimates to rise afterward, just not by as much as investors have seen following recent quarters.<h2 class="st-heading-2">Retail Sentiment Around <a class="mention" data-mention="$MU" data-symbol-id="MU" href="https://stocktwits.com/symbol/MU" target="_blank">MU</a> Stock</h2>On Stocktwits, retail investor sentiment around <a class="mention" data-mention="$MU" data-symbol-id="MU" href="https://stocktwits.com/symbol/MU" target="_blank">MU</a> stock remained in ‘bullish’ territory.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_09_28_212307_2e41526ad0.png" alt="Screenshot 2026-09-28 212307.png" width="818" height="447"><figcaption><a class="mention" data-mention="$MU" data-symbol-id="MU" href="https://stocktwits.com/symbol/MU" target="_blank">MU</a> stock retail sentiment on September 28 as of 12:15 p.m. ET | Source: Stocktwits</figcaption></figure>So far this year, <a class="mention" data-mention="$MU" data-symbol-id="MU" href="https://stocktwits.com/symbol/MU" target="_blank">MU</a> stock price has more than tripled, surging over 230%. In comparison, the Global X AI Semiconductor &amp; Quantum ETF (<a href="https://stocktwits.com/symbol/CHPX">CHPX</a>) and the Roundhill Memory ETF (<a href="https://stocktwits.com/symbol/DRAM">DRAM</a>), which hold the stock, have risen around 75% and 112%, respectively, over the same period.See Also:<a href="https://stocktwits.com/news-articles/markets/equity/marvell-s-ai-opportunity-could-expand-to-625-b-by-2030-says-cantor-sees-up-to-45-revenue-cagr/cZMSx78RBQt"> Marvell’s AI Opportunity Could Expand To $625B By 2030, Says Cantor — Sees Up To 45% Revenue CAGR</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Micron Technology Inc. (MU) could see another round of earnings estimate increases after reporting fiscal fourth-quarter results Wednesday, although the revisions may not match the magnitude seen in recent quarters, according to Morgan Stanley.

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