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Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energys strong Q3 results and raised outlook have been overshadowed by a sharp post-earnings selloff, with traders citing negative cash flow, heavy investment needs, and a demanding valuation despite demand for data-center power. Bulls view the spending as investment in growth and are buying the dip, while skeptics question whether that growth will translate into cash.

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.

DJT is drawing attention amid a prolonged slide toward record lows, with traders debating whether the Trump-linked company has lasting value beyond political and crypto-related speculation. The discussion is largely bearish, citing weak business fundamentals and midterm-election risks, while a smaller group sees potential for a rebound on Trump-related headlines.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Modernas Phase 3 melanoma-vaccine results with Keytruda, which showed a reduced risk of recurrence or death, have driven intense trading after the shares fell sharply in a sell-the-news reaction to leaked data following a major run-up. Traders are split between viewing the results as meaningful validation of the cancer-vaccine platform and arguing they fell short of lofty expectations or leave commercial questions unresolved; volatile rebounds and reversals are also a major focus.

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

TG Therapeutics MSToronto presentationsparticularly preliminary Phase 1 azer-cel data in progressive MS with encouraging safety and early clinical signalsare driving attention, alongside long-term BRIUMVI and dosing updates. Traders praise the science but debate the muted stock reaction, noting azer-cel remains early-stage and pointing to BRIUMVI subcutaneous Phase 3 data and earnings as upcoming catalysts.

Figure Technology Solutions, Inc. is a blockchain-native capital marketplace, which engages in connecting origination, funding, and secondary market activity. It operates through the following segments: FTI, Markets, and Other. The FTI segment offers Figure Connect which generates ecosystem and technology fees, and originates, sells, and securitizes home equity line of credit (HELOC) loans that it services. The Markets segment utilizes blockchain technology to develop an exchange for digital assets and credit, with new product offerings including providing interest-bearing stable coin deposits. The company was founded by Michael Scott Cagney and June Ou in 2018 and is headquartered in Reno, NV.

Figure Technology Solutions Inc. - Ordinary Shares - Class A

Figure Technology Solutions Inc

FIGR is drawing attention after a steep, persistent selloff, with bearish traders pointing to insider share sales, CEO trust concerns and weak price action; some also speculate about further declines or short pressure. Bulls counter that loan-marketplace growth, earnings and the companys tokenization ambitions support the business, leaving the debate focused on whether those prospects outweigh selling pressure and valuation concerns.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as crude rallies on fears that escalating Iran and wider Middle East tensions could disrupt oil supplies and shipping, particularly through the Strait of Hormuz. Traders are split between riding the breakout and expecting a sharp pullback, with sentiment sensitive to shifting war and peace headlines.

Icahn Enterprises LP is a holding company. It operates through the following segments: Investment, Automotive, Energy, Food Packaging, Real Estate, Home Fashion, Pharma, and Holding Company. The Investment segment consists of various private investment funds. The Automotive segment holds ownership in Icahn Automotive Group, LLC. The Energy segment refers to petroleum refining and marketing businesses. The Food Packaging segment involves the production and sale of cellulosic, fibrous, and plastic casings for the processed meat and poultry industry. The Real Estate segment offers rental real estate, property development, and resort activities. The Home Fashion segment deals with manufacturing, sourcing, marketing, distributing, and selling home fashion consumer products. The Pharma segments operate through Vivus, Inc., a specialized pharmaceutical company. The Holding Company segment manages acquisition and investment in operating businesses. The company was founded on February 17, 1987 and is headquartered in Sunny Isles Beach, FL.

Icahn Enterprises L P - Unit

Icahn Enterprises, L.P.

IEPs continued slide to deeply depressed levels has traders focused on concerns about a possible distribution cut, unit dilution, and Icahn Enterprises weakening value and management credibility. Some holders argue its CVR Energy stake and high short interest could support a rebound, while others see further downside risk and are waiting for earnings or clearer action from management.

Palo Alto Networks, is a cybersecurity company that provides cybersecurity platforms and services to enterprises, organizations, service providers, and government entities. Its offerings include network and AI security, cloud security, security operations, and identity security solutions. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Palo Alto is drawing attention after a sharp rebound from recent lows, as traders connect renewed cybersecurity-sector strength to AI-driven threat concerns and newly disclosed PHP vulnerabilities. Bulls see durable security demand, while skeptics warn the rally may fade and cite stretched valuation.

Phathom Pharmaceuticals, Inc. is a clinical-stage biopharmaceutical company, which engages in the development and commercialization of novel treatments for gastrointestinal diseases. The company was founded by Tadataka Yamada, David Socks, Azmi Nabulsi, Aditya Kohli, and Roger Ulrich on January 9, 2018 and is headquartered in Florham Park, NJ.

Phathom Pharmaceuticals Inc

BDR Pharmaceuticals is challenging the FDAs refusal to accept a generic application referencing VOQUEZNA, putting the drugs exclusivity through 2032 in focus and weighing on PHAT shares. Traders debate the risk of an earlier generic and a prolonged legal overhang against the view that the FDAs prior ruling supports Phathoms position and sales can keep growing during litigation.

WhiteFiber, Inc. provides AI and HPC infrastructure & cloud and data center solutions. It operates through the following segments: Cloud Services and Colocation Services. The Cloud Services segment offers computing services to support generative AI workstreams. The Colocation Services segment provides customers with physical space, power and cooling within the data center facility. The company was founded on August 15, 2024 and is headquartered in New York, NY.

Whitefiber Inc.

WhiteFiber, Inc.

WhiteFibers convertible senior notes offering has driven a sharp selloff, as traders worry about potential dilution and hedging pressure. Some see the financing as funding for data-center expansion, while others question whether future growth will translate into value for shareholders.

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Ciena vs. Nokia: Which Optical Networking Stock is the Better Buy?

CIEN and NOK ride booming AI-driven optical networking demand, but differences in growth, valuation and supply constraints could determine the better buy.

4 Cloud Computing Stocks to Bet on for Solid Long-Term Gains

Alphabet, Microsoft, Arista and Ciena are poised to benefit from booming cloud computing demand, fueled by AI adoption and expanding infrastructure.

TMO Q3 Earnings & Revenues Beat Estimates, Stock Down in Pre-Market

Thermo Fisher beats Q3 earnings and revenue estimates, with double-digit profit growth and wider margins, yet shares fall 4.1% in pre-market trading.

GLW, VZ, COHR In Focus As AI Fiber Shortage Drives Prices Higher — TrendForce Sees Supply Crunch Through 2028

Equity

Global optical fiber demand is projected to reach 577 million fiber-kilometers in 2026, with data centers accounting for a growing share.

Taiwan Semiconductor Q3 Earnings & Revenues Top Estimates, Margins Up

TSMC's Q3 2026 earnings and revenues beat estimates, fueled by strong growth and advanced-node demand, while 2-nanometer adoption gains momentum.

Here's Why You Should Hold DOCU Stock in Your Portfolio Now

Docusign's growing IAM adoption, AI-driven expansion and strong cash flow support its prospects, even as cloud migration costs and competition pressure margins.

Q3 Earnings Season Begins: Global Week Ahead

Investors will be looking for signs that the recent spike in government borrowing costs may curb dealmaking and lending growth, as well as pressure funding costs across the industry.

Ciena Appoints Monika Fahlbusch as Chief People Officer

Ciena Corporation (NYSE: CIEN) today announced the appointment of Monika Fahlbusch as Executive Vice President and Chief People Officer, effective today. She will report to President and CEO Gary Smith and lead the companys global People & Culture organization. This press release features...

Can Ciena Sustain Margin Gains Despite Rising Component Demand?

CIEN's record Q3 results reflect surging AI and data center demand, rising margins and strategic supply chain investments, with ambitious fiscal 2029 targets.

Ciena's Openreach Deal: Can 1.6Tb/s Technology Drive Its Growth?

CIEN's Openreach deployment of 1.6Tb/s optical technology positions it to capitalize on rising bandwidth demand from AI, data centers, cloud adoption and subsea networks.

Ciena Corp. is a network technology company, which engages in the provision of hardware, software, and services to network operators, as well as enabling enhanced network capacity, service delivery, and automation. It operates through the following segments: Networking Platforms, Platform Software and Services, Blue Planet Automation Software and Services, and Global Services. The Networking Platforms segment consists of converged packet optical and packet networking portfolios. The Platform Software and Services segment provides analytics, data, and planning tools to assist customers in managing its networking platforms products. The Blue Planet Automation Software and Services segment enables customers to implement large-scale software and IT-led OSS transformations by transforming legacy networks into service ready networks. The Global Services segment offers a broad suite of value-added services. The company was founded by Patrick H. Nettles and Kevin Brian Kimberlin in 1992 and is headquartered in Hanover, MD.

CIENA Corp.

Bearish Sentiment

<ul class="summary-bullets"><li>TrendForce forecasts a global optical fiber supply shortfall of 180 million fiber-kilometers in 2026.</li><li>Spot prices for bend-insensitive fiber used inside data centers are projected to average more than five times their 2025 levels.</li><li>Expanding optical fiber preform capacity typically takes 18 to 24 months, limiting how quickly manufacturers can respond.</li></ul>Shares of Corning Inc. (GLW) and Verizon Communications Inc. (VZ) are in focus after research firm TrendForce forecast on Monday that rising artificial intelligence (AI) infrastructure demand would leave the global optical fiber market facing a supply shortfall of 180 million fiber-kilometers in 2026.The firm expects shortages to persist until at least 2028. Separately, it projects spot prices for finished optical fiber products to reach 2.8 to more than five times their 2025 levels in 2026, depending on the fiber type.Other fiber-related stocks also came into focus, including Coherent (<a href="https://stocktwits.com/symbol/COHR">COHR</a>), Ciena (<a href="https://stocktwits.com/symbol/CIEN">CIEN</a>), and Amphenol (APH), given their exposure to fiber-optic connectivity, optical components and high-capacity networking infrastructure.<h2 class="st-heading-2">AI Fiber Demand To Outpace Supply</h2>According to TrendForce, global optical fiber demand is expected to reach 577 million fiber-kilometers this year, with data centers accounting for roughly 18% to 20% of consumption. That share is projected to climb to 30% to 35% in 2027.TrendForce said AI data-center demand has tightened global supply since late 2025, with chipmakers and telecom operators joining hyperscale cloud providers in investing in related infrastructure.Unlike previous telecom infrastructure cycles, the firm said the current shortage reflects sustained additional demand from AI data centers, driving the need for interconnects and high-capacity backbone networks.Global optical fiber capacity utilization has climbed to 92%, while inventories have fallen from four months in 2024 to just one month. Some leading suppliers are already booked into the first quarter of 2027, while expanding preform capacity typically takes 18 to 24 months.The pricing impact varies by application. Bend-insensitive fiber used inside data centers is projected to average more than five times its 2025 price, while AI backbone fiber prices are expected to reach approximately 2.8 times their 2025 levels. Mainstream telecom fiber quotations could rise to around 3.7 times their previous levels.<h2 class="st-heading-2">Corning, Verizon Lock In Long-Term Fiber Supply</h2>TrendForce said telecom operators are already shifting from short-term purchases to long-term supply agreements to secure future fiber requirements.The firm highlighted a September agreement between <a href="https://stocktwits.com/symbol/GLW">Corning</a> and <a href="https://stocktwits.com/symbol/VZ">Verizon</a> covering approximately 129 million fiber kilometers, or 80 million fiber miles, of high-density optical fiber and connectivity solutions.Corning also signed a separate agreement worth more than $3 billion with AT&amp;T (<a href="https://stocktwits.com/symbol/T">T</a>) in September to supply fiber and cable for its U.S. network expansion.&nbsp;TrendForce expects such agreements to become increasingly common as AI-related demand continues to grow and manufacturers face lengthy capacity expansion timelines.See Also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/meta-stock-gets-a-price-target-hike-from-morgan-stanley-but-firm-flags-daily-active-user-growth-for-muse/cZx8rDBRBMu">META Stock Gets A Price Target Hike From Morgan Stanley – But Firm Flags Daily Active User Growth For Muse</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

single fibers of a fiber optic cable, they enable extremly fast data transfer.

Shares of Corning Inc. (GLW) and Verizon Communications Inc. (VZ) are in focus after research firm TrendForce forecast on Monday that rising artificial intelligence (AI) infrastructure demand would leave the global optical fiber market facing a supply sho

Coherent Corp

Corning, Inc.

AT&T Inc

Verizon Communications Inc.

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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.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

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