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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 all-stock agreement to acquire Lumentum is driving attention, with investors focused on potential shareholder dilution and the deals cost while others see a strategic boost in AI data-center optics and connectivity. The transaction remains subject to shareholder and regulatory approval.

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 traders debating its strategic fit in AI data-center optics versus concerns about the exchange ratio, dilution, and the long path to closing. Many LITE holders are frustrated that the shares are falling despite the announced premium, since the eventual value depends on Marvells share price.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracles planned bond offering has focused attention on how it will fund its AI data-center expansion, with bears warning about leverage and bulls arguing the borrowing was already part of the disclosed financing plan. The sharp selloff has also fueled debate over whether the market is overreacting amid broader pressure on AI and tech stocks.

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

Attention centers on third-party reports that POET optical engines appeared within Foxconns photonics ecosystem at its Tech Day, which bulls view as credibility for the companys AI-optics opportunity. Traders disagree on whether the display signals commercial progress, since it does not confirm production orders or scaled shipments; concerns about Marvells reported pursuit of Lumentum add debate over competition and supply-chain effects.

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

Shares have climbed to a fresh 52-week high ahead of Q3 results, with traders citing BRIUMVIs sales growth and the potential of its subcutaneous formulation. Buyout and short-squeeze speculation is prominent, but some investors stress that a deal is unconfirmed and focus instead on earnings and commercial execution.

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 showed strong product-revenue growth and a smaller-than-expected loss, with traders highlighting Auvelitys continued sales growth and a possible path toward cash-flow break-even. The reaction is divided: many called the results strong, while others questioned the stocks selloff and pointed to elevated expenses and the lack of quantified guidance.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

CRMD drew attention after a sharp selloff tied to DaVitas preliminary warning that DefenCath reimbursement could decline through 2027. Traders debate whether the outlook threatens adoption and revenue or is too uncertain to treat as company guidance, with some pointing to CMS reimbursement data and continued use while calling for clearer management updates.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

AAOI is drawing attention amid a sharp selloff in AI and optical-infrastructure stocks, with traders debating broader concerns about hyperscaler spending and the companys upcoming earnings. Dip buyers point to data-center optics demand, while bears worry about dilution, cash needs and customer concentration.

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

Inovios FDA approval of a competing treatment for recurrent respiratory papillomatosis has raised concerns about pressure on Precigens PAPZIMEOS. Traders debate whether the rivals dosing approach will erode demand or whether PAPZIMEOSs commercial head start, established payer access and reported sales will help it maintain an advantage, with upcoming earnings also in focus.

Fluence Energy, Inc. engages in energy storage products and services, and artificial intelligence-enabled digital applications for renewables and storage. Its storage includes Smartstack, Gridstack Pro, Grisdtack, and Ultrastack. The company was founded on June 21, 2021, and is headquartered in Arlington, VA.

Fluence Energy Inc - Ordinary Shares - Class A

Fluences repeated fiscal 2026 guidance cut, attributed mainly to Houston manufacturing delays that are holding up deliveries, is driving bearish attention. Traders question managements execution and whether its backlog can translate into earnings, while some see the steep selloff as a buying opportunity and speculate about a short squeeze.

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Dominion Energy's Q3 Earnings Top Estimates, Revenues Increase Y/Y

D's Q3 earnings rise 20.8% and beat estimates by 6.7%, while revenues increase 24.1% and surpass expectations by 17%, driven by strong utility performance.

Edison International Q3 Earnings Outpace Estimates, Revenues Miss

EIX's Q3 earnings decline 17.9% but beat estimates by 4.9%, while revenues fall 15% and miss expectations by 11.7%.

IDACORP Q3 Earnings & Revenues Outpace Estimates, '26 EPS View Raised

IDA beats Q3 2026 earnings and revenue estimates, fueled by higher Idaho base rates and customer growth, and raises its full-year earnings guidance.

Xcel Energy Q3 Earnings Beat Estimates, Revenues Increase Y/Y

XEL's Q3 2026 earnings and revenues beat estimates, driven by higher electric sales and favorable weather, as the company lowers its 2026 EPS outlook.

CNP Crosses Above Key Moving Average Level

In trading on Tuesday, shares of CenterPoint Energy, Inc (Symbol: CNP) crossed above their 200 day moving average of $41.50, changing hands as high as $42.17 per share. CenterPoint Energy, Inc shares are currently trading up about 1% on the day. The chart below shows the one y...

CenterPoint Energy (CNP) Q3 2026 Earnings Call Transcript

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CenterPoint Energy Q3 Earnings Beat Estimates, Revenues Improve Y/Y 

CNP beats Q3 2026 earnings and revenue estimates, with sales rising 10.2% year over year, and raises its full-year adjusted EPS guidance.

Here's What Key Metrics Tell Us About CenterPoint (CNP) Q3 Earnings

Although the revenue and EPS for CenterPoint (CNP) give a sense of how its business performed in the quarter ended September 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

CenterPoint Energy Inc Profit Rises In Q3

(RTTNews) - CenterPoint Energy Inc (CNP) revealed earnings for its third quarter that Increases, from the same period last year...

CenterPoint Energy (CNP) Q3 Earnings and Revenues Top Estimates

CenterPoint (CNP) delivered earnings and revenue surprises of +6.00% and +1.89%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

• Reported GAAP EPS of $0.50
• Reported revenue of $2.19B up 10.21% YoY

CenterPoint Energys Natural Gas net income was lower year over year; large-load connection timing remains uncertain, while Hurricane Beryl litigation and denied insurance coverage leave potential losses unestimated.

CenterPoint Energys Electric net income increased $69M, large-load demand remains in ERCOTs Batch Zero process, and CenterPoint Energy increased its 10-year capital plan to approximately $70.7B.

CenterPoint Energy, Inc. is a holding company, which engages in the business of power generation and distribution. It operates through the following segments: Electric, Corporate and Other, and Natural Gas. The Electric segment includes electric transmission and distribution services. The Corporate and Other segment refers to the energy performance contracting and sustainable infrastructure services. The Natural Gas segment is involved in the sales of intrastate natural gas, permanent pipeline connections, and home appliance maintenance and repair services. The company was founded in 1866 and is headquartered in Houston, TX.

Centerpoint Energy Inc.

CenterPoint Energy Stock Slips After $800M Stock Offering, Boosts Capital Plan On Data Center Demand: Retail’s Bullish

Equity

Bullish Sentiment

CenterPoint Energy (CNP) shares fell 1.9% in extended trading on Tuesday after the utility firm launched a public offering of its common stock worth $800 million, after raising its 10-year capital spending plan by $4 billion.The company said that BofA Securities, Mizuho, J.P. Morgan, Barclays, Citigroup, and RBC Capital Markets are acting as joint book-running managers for the offering.CenterPoint is among the nation’s largest natural gas and electric utilities. Its gas business alone serves 7 million customers in Indiana, Minnesota, Ohio, and Texas.Concerning the offering, CenterPoint will enter into separate forward sale agreements with Bank of America, N.A., Mizuho Markets Americas LLC, and JPMorgan Chase Bank, National Association. The settlement of the forward sale agreements is expected to occur on or before Feb. 25, 2027.The company expects to use the net proceeds for general corporate purposes, possibly including repayment of commercial paper or other debt.Separately, the company raised its long-term capital spending plan to $52.5 billion through 2030, attributed to its spending in Texas.Electric Reliability Council of Texas (ERCOT), the state's grid operator, had projected electricity demand to rise to 218 gigawatt (GW) in 2031, compared with the previous peak of 85.5 GW in the summer of 2023.The bulk of the growth would come from data centers, and electricity suppliers will have to install thousands of miles of new, long-distance transmission lines, which could cost up to $30 billion, according to ERCOT estimates.Retail sentiment on Stocktwits was in the ‘bullish’ (60/100) territory, while retail chatter was ‘normal.’<figure class="image"><img style="aspect-ratio:877/93;" src="https://news.stocktwits-cdn.com/CNP_May_27_JPG_5057d49c2d.webp" alt="CNP’s Sentiment Meter and Message Volume as of 11:08 a.m. ET on May 27, 2025 | Source: Stocktwits" width="877" height="93"><figcaption>CNP’s Sentiment Meter and Message Volume as of 11:08 a.m. ET on May 27, 2025 | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/CNP">CenterPoint stock</a> has gained 17.9% year-to-date (YTD).Also See: <a href="https://stocktwits.com/news-articles/markets/equity/tsla-stock-rises-as-musk-says-back-to-work-full-time/ch0oTgKRbrj">Tesla Investors Look Past Europe Sales Slump As Musk Says He's 'Back To Spending 24/7 At Work'</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the CenterPoint Energy logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

The company expects to use the net proceeds for general corporate purposes, possibly including repayment of commercial paper or other debt.

CenterPoint Energy Stock Slips After $800M Stock Offering, Boosts Capital Plan On Data Center Demand

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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.

Current Price	$42.44
Prev Close	$42.21
Open	$42.44
Dividend Yield	2.30%
50-Day Moving Average	$39.14
Beta	0.14
Avg. Volume	6.39M
PE Ratio	24.28

52-Week High	$45.26
52-Week Low	$36.37
Market Capitalization	$28.13B
EPS (Annual)	$1.60
Price to Book	2.40
Revenue Per Employee	$1.06M

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