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Indonesia Energy Corp. Ltd. operates as an oil and gas, exploration, and production company. It engages in oil and gas assets portfolio with a mix between medium-sized producing blocks and exploration blocks with significant resources. Its portfolio includes Kruh, Citarum, and Rangkas Area. The company was founded by James J. Huang and Wirawan Jusuf in 2014 and is headquartered in Jakarta, Indonesia.

Indonesia Energy Corp Ltd

Indonesia Energy Corp is trending as surging crude oil prices, fueled by escalating geopolitical tensions and shipping disruptions in the Middle East, drive renewed speculation. The community is actively discussing its potential for a significant short squeeze, drawing comparisons to its explosive 2022 run as a high-beta energy play.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

United States Oil Fund (USO) is trending as escalating Middle East tensions, marked by threats to the Strait of Hormuz and reports of attacks on energy infrastructure, fuel widespread community debate over sustained crude supply shocks. Traders are sharply divided on whether market interventions to secure shipping will stabilize prices or if the conflict's duration will push oil significantly higher.

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 surging amid reports of its CEO's substantial stock purchase, signaling strong confidence, and speculation about a potential partnership with OpenAI to sell ads. This has ignited community discussion about a significant short squeeze and a potential rebound for the recently oversold ad tech platform.

Venture Global, Inc. engages in the development and construction of liquefied natural gas production, establishing us as a rapidly growing company delivering critical LNG to the world. It projects include Calcasieu, Plaquemines, CP2, CP3 and Delta projects. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Global is seeing immense interest as escalating Middle East tensions, particularly the closure of the Strait of Hormuz and Qatar's halt of LNG production, trigger a global supply shock and spike shipping rates. This perfectly positions the company's extensive spot-market exposure and owned fleet for significant gains, a narrative amplified by recent strong earnings and crucial legal victories.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group is trending amid community discussion regarding leadership changes within the administration and escalating tensions with Iran, which many perceive as a costly geopolitical distraction from broader political scrutiny and the company's operational challenges.

SSgA Active Trust - State Street SPDR S&P 500 ETF Trust

Escalating geopolitical tensions in the Middle East, notably involving Iran and global oil supply routes, are driving significant market volatility and a surge in crude oil prices, fueling intense debate among traders. The community is sharply divided between "world-ending bears" fearing further drops and "buy the dip" advocates hoping for a swift recovery, with broader concerns over political decisions and chip export policies adding to the uncertainty for this bellwether ETF.

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 seeing intense debate as its Q4 earnings miss, coupled with escalating Middle East tensions and rising fuel costs, fuels widespread bearish sentiment and concerns about operational disruptions. However, some investors eye a potential rebound based on positive 2026 guidance and technical indicators, despite a backdrop of union discontent with current management.

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 trending as escalating geopolitical tensions drive speculation for increased defense spending, while recent international airline orders boost commercial prospects. The community actively debates if these tailwinds can overcome persistent quality concerns and translate into sustained stock performance, despite improving delivery figures and analyst optimism.

SSgA Active Trust - State Street SPDR Dow Jones Industrial Average ETF Trust

The SPDR Dow Jones Industrial Average ETF (DIA) is experiencing significant volatility, reflecting intense community debate over escalating US-Iran tensions. Traders are sharply divided between concerns of a prolonged market correction fueled by surging oil prices and a resilient outlook, with some anticipating a rapid recovery given historical patterns and government actions to stabilize maritime trade.

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 trending following strong earnings, reaffirming robust revenue guidance, and new defense contracts for missile propulsion and multi-domain swarming autonomy. The community is actively discussing its potential as a leading defense AI player, often comparing it to Palantir, and noting significant short interest, which could fuel a squeeze amid increasing global defense spending.

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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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