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SPY is trending due to intensifying geopolitical tensions with Iran, including U.S. military actions in the Strait of Hormuz, which are fueling concerns about rising oil prices and broader market instability. The community is also actively debating the bearish implications of proposed U.S. restrictions on AI chip exports, contributing to widespread calls for further market downside.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

The Trade Desk is actively discussed following its CEO's significant insider stock purchase and widespread speculation about a potential partnership with OpenAI to power ad sales for ChatGPT, fueling optimism about a short squeeze for the previously oversold ad-tech platform.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing is actively discussed as geopolitical tensions in the Middle East intensify, leading to community debate on whether its defense segment will finally boost the stock amidst ongoing concerns about commercial aircraft production rates and quality control, despite some analysts maintaining a bullish stance.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is trending as escalating Middle East tensions, including reported disruptions in the Strait of Hormuz and attacks on energy infrastructure, drive a surge in crude prices. The community is hotly debating the potential for prolonged supply impacts and inflation versus expectations of a quick de-escalation that could reverse the current "war premium."

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

The Invesco QQQ Trust is trending as new US rules restricting global AI chip exports, impacting giants like Nvidia and AMD, create significant volatility in the tech-heavy index. This development, coupled with rising oil prices amid geopolitical tensions, has the community split between aggressive dip-buying and fears of a broader market distribution.

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

NVIDIA is trending due to reports of potential new U.S. regulations requiring licenses for global AI chip exports and its halt of H200 production for China to prioritize next-gen Vera Rubin hardware. The community is actively debating whether these developments pose a significant challenge to international sales or if it's a short-term catalyst for a buying opportunity, reinforcing NVIDIA's long-term AI dominance amid persistent demand for its advanced chips.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Webull is trending following its Q4 earnings, which reported strong revenue and customer asset growth, yet community discussion highlights frustration over initial conflicting EPS reports and persistent concerns about dilution and the stock's underperformance.

Palladyne AI Corp. engages in the design, development, and manufacture of industrial robotic systems that augment human performance by combining human intelligence, instinct, and judgment with the strength, endurance, and precision of machines to enhance employee safety and productivity. Its products include Palldyne IQ and Palladyne Pilot. The company was founded by Fraser M. Smith and Benjamin G. Wolff in 2015 and is headquartered in Salt Lake City, UT.

Palladyne AI Corp.

Palladyne AI Corp. is surging after reporting strong Q4 results and projecting significant FY26 revenue growth, driven by new defense contracts for autonomous swarming technology and missile propulsion. The community is actively debating its potential as a major player in defense AI amidst high short interest, with many anticipating continued upside from its expanded capabilities.

Cybin, Inc. operates as a clinical-stage biopharmaceutical company on a mission to create safe and effective psychedelic-based therapeutics to address the large unmet need for new and innovative treatment options for people who suffer from mental health conditions. It is currently developing CYB003, a proprietary deuterated psilocybin analog for the treatment of major depressive disorder and CYB004, a proprietary deuterated DMT molecule for generalized anxiety disorder and has a research pipeline of investigational psychedelic-based compounds. The company was founded by Paul Glavine, Eric So, and John Kanakis on October 13, 2016 and is headquartered in Toronto, Canada.

Helus Pharma Inc.

Helus Pharma is trending after its HLP004 Phase 2 study results for Generalized Anxiety Disorder led to a sharp stock decline, sparking confusion and ironic commentary about its "HELP" ticker symbol within the community. Investors are debating the true efficacy of the data, with some attributing the sell-off to typical biotech "sell the news" reactions, while others question the study's design and clear benefits.

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

American Airlines is trending as escalating Middle East tensions drive up crude oil prices and cause widespread flight disruptions, exacerbating concerns following a recent earnings miss and union criticism of management. The community is sharply divided between those predicting further declines due to margin pressure and those seeing a dip-buying opportunity if geopolitical risks subside.

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Coherent Surges 325% in a Year: How Should Investors Play the Stock?

The COHR stock has soared more than 320% in a year as AI-driven data center demand boosts transceivers, while strong earnings forecasts and liquidity fuel investor optimism.

Bloomberg 500 (B500) Index Adds Eleven Securities Following March Reconstitution

Bloomberg 500 (B500) Index Adds Eleven Securities Following March Reconstitution Bloomberg 500 (B500) Index Adds Eleven Securities Following March Reconstitution PR Newswire NEW YORK, March 5, 2026...

FN Jumps 25% in a Month: Is There More Room for the Stock to Grow?

Fabrinet stock has surged 24.9% in a month as HPC revenues scale, telecom/DCI demand accelerates and next-gen 800ZR nears production, boosting growth outlook.

<ul class="summary-bullets"><li>The announcement comes a day after chip giant Nvidia said it had invested $4 billion in two optical and photonic companies, Coherent Corp. and Lumentum Holdings Inc.&nbsp;</li><li>Semtech said that it had acquired HieFo in an all-cash transaction.&nbsp;</li><li>Semtech also added that HieFo’s acquisition is expected to be accretive to adjusted diluted earnings per share within the first year.</li></ul>Semtech Corp. on Tuesday announced that it has acquired HieFo Corp., a California-based photonics and optical chips company, for $34 million.The acquisition will boost the semiconductor company’s data center portfolio, bolstering its U.S. technology supply chains, adding new capacity, and resilience in its artificial intelligence infrastructure buildout, it said.The announcement comes a day after chip giant Nvidia Corp. (NVDA) said it had <a href="https://stocktwits.com/news-articles/markets/equity/nvidia-bets-big-on-two-photonics-stocks-wall-street-backs-these-with-buy-ratings/cZdeVKrRIPn">invested</a> $4 billion in two optical and photonic companies, Coherent Corp. (COHR) and Lumentum Holdings Inc. (LITE), alongside multiyear strategic agreements in both firms to advance innovation in optics technologies.<h2 class="st-heading-2">Deal Contours</h2>Semtech (SMTC) said that it had acquired HieFo in an all-cash transaction. “To meet significantly growing demand from numerous hyperscalers and other customers across the AI ecosystem, Semtech has initiated an investment and hiring plan at HieFo’s Alhambra, California site to expand domestic manufacturing capacity and accelerate product development,” the company said in a statement.Semtech also added that HieFo’s acquisition is expected to be accretive to adjusted diluted earnings per share within the first year.Meanwhile, Hong Hou, president and CEO of Semtech, said, “By combining HieFo’s proven InP technology, including lasers and gain chips, with Semtech’s industry-leading TIAs and laser drivers, we can offer customers a comprehensive solution for next-generation optical platforms, including co-packaged optics (CPO) or near-packaged optics (NPO), strengthening Semtech’s position as a leader in high-bandwidth, low-power and low-latency networking solutions.”<h2 class="st-heading-2">Photonics Push</h2>Nvidia’s investment in two photonics companies has put the focus on co-packaged optics technology.Wall Street analysts believe that Nvidia’s investment in COHR and LITE stock has set up a better long-term payoff for optical shareholders.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/SMTC">SMTC shares</a> remained in the ‘neutral’ territory amid ‘normal’ message volumes.Shares of SMTC have gained more than 153% in the last year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Semtech Acquires HieFo For $34 Million After Nvidia’s Photonics Investments

The acquisition will boost Semtech’s data center portfolio, bolstering its U.S. technology supply chains, adding new capacity, and resilience in its AI infrastructure buildout, it said. 

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<ul class="summary-bullets"><li>Raymond James analyst Simon Leopold reportedly said that Nvidia’s investment in Coherent and Lumentum set up a better long-term payoff for optical shareholders.&nbsp;</li><li>Rosenblatt’s Mike Genovese increased the price target on Lumentum to $900 from $580, and raised Coherent’s price target to $375 from $300, while maintaining a ‘Buy’ rating on both companies’ shares.</li><li>Boutique research company Gordon Haskett believes that Lumentum and Coherent could join the S&amp;P 500 this year.</li></ul>Nvidia Corp. on Monday announced a combined investment of $4 billion in two companies that operate in the optical and photonic technology space.The semiconductor company said it would invest $2 billion each in Coherent Corp. (COHR) and Lumentum Holdings Inc. (LITE), alongside multiyear strategic agreements in both firms to advance innovation in optics technologies.Wall Street analysts also believe COHR and LITE shares are buys, especially in the long term, according to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/03/03/nvidia-is-investing-in-these-two-stocks-wall-street-says-you-should-too.html">report</a> from CNBC.<h2 class="st-heading-2">Street Rationale</h2>Raymond James analyst Simon Leopold reportedly said that Nvidia’s (NVDA) investment in Coherent and Lumentum is a sign of the company supporting a larger and healthier ecosystem. He added that it set up a better long-term payoff for optical shareholders.While Rosenblatt’s Mike Genovese said he doesn’t see an immediate sizable market interest in co-packaged optics, at least until 2029, he raised the price target on both Lumentum and Coherent, and has a ‘Buy’ rating on the shares.Genovese increased the price target on Lumentum to $900 from $580, and raised Coherent’s price target to $375 from $300.Meanwhile, JPMorgan’s Samik Chatterjee said as per the report that Nvidia’s investment was an overall positive for both Coherent and Lumentum, “given consistent concerns regarding competitive pressures, particularly from Asia‑based peers, as it underscores the importance of an optical portfolio that extends beyond the transceiver design into critical components and a U.S. manufacturing presence.” &nbsp;Both stocks have an ‘Overweight’ rating from the firm.Boutique research company Gordon Haskett also believes that Lumentum and Coherent could join the S&amp;P 500 this year. “The S&amp;P 500 should be naming new members on Friday as part of its quarterly rebalance and because these two are now so far out in front of their midcap peers, we’d actually be surprised if the 500 took one and not the other,” Don Bilson, head of Gordon Haskett’s event-driven team, reportedly said in a note to investors.Stock of rival company <a href="https://stocktwits.com/news-articles/markets/equity/poet-shares-surged-today-nvidia-connection/cZd3KaZRI2L">Poet Technologies</a> (POET) also garnered retail attention amid a price boost from Nvidia’s confidence in optics technology.<h2 class="st-heading-2">How Did Retailers React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/COHR">COHR stock</a> was in the ‘extremely bullish’ territory over the past 24 hours amid ‘extremely high’ message volumes.Meanwhile, retail sentiment around <a href="https://stocktwits.com/symbol/lite">LITE stock</a> was in the ‘bullish’ territory over the past 24 hours amid ‘high’ message volumes.While shares of COHR and LITE dipped on Tuesday amid a broader sell-off in the market, COHR stock has more than quadrupled in the last one year, while LITE stock has gained more than 974%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Nvidia logo appears on a mobile phone, and a stock market graph is on a laptop screen in the background. (Photo by Firdous Nazir/NurPhoto via Getty Images)

Nvidia Bets Big On Two Photonics Stocks — Wall Street Backs These With ‘Buy’ Ratings

Nvidia Corp. on Monday announced a combined investment of $4 billion in Coherent Corp. and Lumentum Holdings, companies that operate in the optical and photonic technology space. 

Stock Market Today: Dow Jones, S&P 500 Futures Plunge After Closure Of Strait Of Hormuz Coherent, Credo Technology, CrowdStrike In Focus

U.S. stock futures fell sharply on Tuesday following Monday's mixed close. Futures of the major benchmark indices were negative amid the ongoing Iran-U.S. conflict.read more...

Coherent Stock Pulls Back After 15% Surge On Multibillion Nvidia AI Deal

Coherent (COHR) stock dips premarket after a 15% surge on a $2B Nvidia deal to advance AI data center optics. Get the full market analysis.read more...

Zacks Investment Ideas feature highlights: Nvidia, Alphabet, Coherent, Lumentum and RF Industries

NVIDIA jumps after backing a record $110B OpenAI raise and investing $2B each in Coherent and Lumentum, as AI infrastructure spending accelerates.

As Missiles Fly, is it Time to Buy?

For the disciplined investor, the current volatility isn't a signal to flee, but rather a rare opportunity to capture high-quality stocks at a discount.

Why Optoelectronics Stocks Soared Today

Key PointsNvidia announced financially significant partnerships with both Coherent and Lumentum to develop optical technology for AI data centers...

Coherent Corp. engages in the development, refinement, manufacturing, and marketing of engineered materials, opto-electronic components and devices, and lasers for use in the industrial, communications, electronics, and instrumentation markets. It operates through the following segments: Networking, Materials, and Lasers. The Networking segment leverages compound semiconductor technology platforms and deep knowledge of end-user applications. The Materials segment markets engineered materials and optoelectronic devices. The Lasers segment serves industrial customers in semiconductor capital equipment, display capital equipment, precision manufacturing, and aerospace and defense, as well as instrumentation customers in life sciences and scientific research. The company was founded by Carl J. Johnson in 1971 and is headquartered in Saxonburg, PA.

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