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Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is facing intense downward pressure as investors grow increasingly skeptical of its high AI capital expenditures and the competitive threat to its core software business. The community is sharply divided, with many retail traders venting frustration over the stock's persistent, decoupling decline while others characterize the current valuation as a generational buying opportunity.

Destiny Tech100, Inc. operates as a non-diversified, closed-end management investment company. The company was founded on November 18, 2020 and is headquartered in Austin, TX.

Destiny Tech100 Inc

DESTINY TECH 100 INC

Destiny Tech100 is drawing significant investor interest as a high-concentration proxy for SpaceX, with market participants closely monitoring reports of an imminent IPO filing. The community is actively debating the fund's valuation relative to its NAV compared to other venture-focused investment vehicles, while anticipating that institutional demand for private unicorn exposure will drive further volatility.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin is currently trading with extreme volatility as the community remains sharply divided between those calling for a broader structural breakdown and bulls pointing to the company's AI-driven advertising platform and upcoming fireside chat as key growth catalysts. The stock continues to be a battleground for retail traders, with ongoing debates centered on whether recent price swings are driven by coordinated short campaigns, insider selling, or institutional positioning ahead of sector rotation.

Kodiak Sciences, Inc. is a clinical-stage biopharmaceutical company, which engages in the research, development, and commercialization of therapeutics for retinal diseases. Its product pipeline includes KSI-301 for wet AMD, KSI-301 for diabetic eye disease, KSI-501 for DME and uveitis, KSI-201 for resistant wet AMD, and KSI-401 for dry AMD. The company was founded by Stephen A. Charles and Victor Perlroth in 2009 and is headquartered in Palo Alto, CA.

Kodiak Sciences Inc

Kodiak Sciences is trending as investors react to positive Phase 3 results for Zenkuda in diabetic retinopathy, which met its primary endpoint and showed significant superiority over sham treatment. The community is actively debating the stock's potential for a broader repricing and recovery, closely monitoring institutional positioning from major stakeholders like Baker Bros against the backdrop of historical volatility and high short interest.

Wave Life Sciences Ltd. is a clinical-stage biotechnology company, which focuses on developing its proprietary RNA medicines platform and PRISM. It also develop and commercialize a pipeline RNA medicines in a variety of therapeutic areas. The company was founded by Gregory L. Verdine and Takeshi Wada on July 23, 2012 and is headquartered in Singapore.

Wave Life Sciences Ltd.

Wave Life Sciences Ltd

Wave Life Sciences is trending due to optimistic investor sentiment and analyst upgrades surrounding its obesity candidate, WVE-007, which has shown competitive fat loss results and muscle preservation in early clinical data. The community is actively discussing the stock's potential as a lucrative M&A target for major pharmaceutical firms, balancing excitement over its RNA platform against concerns regarding volatility, insider selling, and potential dilution from financing activities.

RAGE GUY (RAGE) is a cryptocurrency inspired by the Rage Guy meme, one of the earliest and most recognizable characters from internet rage comics. The project captures the cultural legacy of early meme history and brings it onto the blockchain in tokenized form. It is designed as a community-driven digital asset that celebrates internet culture, nostalgia, and the role memes play in shaping online communities.

Rage Guy

Rage Guy ($RAGE) is trending as the community doubles down on the revival of the iconic early 2000s meme culture, actively promoting its presence on the Solana network through community-driven building and comic creation. Enthusiasts are rallying behind the project as an 'OG' meme, emphasizing sustained daily engagement and the restoration of legacy web domains to solidify its place in internet history.

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.

WhiteFiber is currently trending as investors weigh strong AI data center demand against frustration over management's communication and the stock's recent volatility. While the community remains divided, many are focused on the company's potential to capitalize on the AI compute bottleneck, with active discussions centering on the long-term value of their infrastructure versus short-term price pressure and execution concerns.

NovoCure Ltd. is an oncology company which engages in the development, manufacture, and commercialization of Optune for the treatment of a variety of solid tumors. Its platform is called the Tumor Treating Field which uses electric fields tuned to specific frequencies to disrupt solid tumor cancer cell division. The company was founded by Yoram Palti in 2000 and is headquartered in St. Helier, Jersey.

NovoCure Ltd

NovoCure is seeing significant investor attention following the FDA approval of Optune Pax for locally advanced pancreatic cancer, the first new treatment for the condition in nearly three decades. While the community is actively debating the company's long-term commercial execution and the impact of recent Medicare billing challenges, sentiment remains divided between those betting on a potential short squeeze and those skeptical of management's ability to drive sustained revenue growth.

The Shrimp Army

SHRIMPS is gaining traction as part of a broader, community-led wave of ocean-themed meme coins on the Solana network, with traders actively debating its potential to erase zeros and mirror the rapid momentum of similar viral tokens. While some participants are hyping the asset for significant upside, others remain cautious, warning of high volatility and the risks of a rapid dump typical of speculative low-cap crypto projects.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia is trending as investors aggressively position themselves ahead of upcoming earnings, with significant market discussion focused on its role as a critical AI infrastructure and 6G powerhouse rather than its legacy hardware business. Community sentiment is largely bullish, driven by institutional accumulation, strategic partnerships with companies like Nvidia, and ongoing developments in optical networking and defense-related projects.

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2 Lesser-Known Photonics Firms May Play an Outsized Role in AI

Photonics companies could make the next stage of AI infrastructure development possible, and firms like Coherent and Nova could stand to benefit most...

Are Business Services Stocks Lagging  COHERENT CORP (COHR) This Year?

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Reasons Why Investors Can Consider Buying Corpay Stock Now

CPAY rides on acquisitions and multi-channel payments to fuel growth, with deals set to boost revenues and earnings in 2026.

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ICF International's stock slump masks steady revenue and EPS growth forecasts, rising productivity and diversified operations supporting its long-term outlook.

Stock Market Today: Dow, S&P 500 Futures Fall As Iran Says 'No Negotiations' Took Place With US Coherent, Apollo Global, GameStop In Focus

U.S. stock futures largely fell on Tuesday following Monday's sharp resurgence. Futures of the major benchmark indices were mixed, with only the Nasdaq rising.read more...

Tower Semiconductor Stock Surges After Coherent Silicon Photonics Breakthrough

Tower Semiconductor shares are trading higher Monday after a silicon photonics milestone with Coherent, bolstering its AI, datacenter stance.read more...

Coherent vs. Palantir: Which AI Stock Has More Upside Now?

COHR and PLTR are battling for AI dominance, but faster growth estimates and valuation gaps could give one a clear edge.

Reasons Why You Should Retain Gartner Stock in Your Portfolio

IT stock climbs 9.6% in a month as AI tools, research strength and share buybacks position it for steady earnings growth ahead.

<ul class="summary-bullets"><li>Vertiv plays a critical role in managing heat and power as AI-driven data centers grow more energy-intensive.</li><li>Lumentum and Coherent enable faster data transfer through advanced optical and laser technologies, overcoming the limitations of traditional wiring.</li><li>In early March, Nvidia invested $2 billion each in Lumentum and Coherent to advance AI-focused optical technologies.</li></ul>The S&amp;P 500 index is set to undergo a notable shift on Monday, signaling a broader change in how markets value the artificial intelligence boom as Dow Jones Indices adds Vertiv Holdings (VRT), Lumentum Holdings (LITE), Coherent (COHR), and EchoStar (SATS) to its benchmark lineup.&nbsp;Instead of focusing solely on software innovators, the index is turning to companies that provide the physical infrastructure needed to sustain rapid AI expansion.<h2 class="st-heading-2">AI Infrastructure Takes Center Stage</h2>The latest additions reflect a broader realization that advanced AI systems depend heavily on real-world systems such as energy management, cooling solutions and high-speed data transmission.After years of enthusiasm around algorithm development, investors are now prioritizing the underlying systems that enable those technologies to operate at scale.Vertiv, known for thermal management and power solutions, has become essential as data centers face rising heat loads from increasingly powerful AI chips. Its technology helps prevent system failures and ensures consistent performance in high-density computing environments.<a href="https://stocktwits.com/symbol/VRT">Vertiv stock</a> traded 3% lower in Monday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_23_060304_png_add847148c.webp" alt="VRT’s Sentiment Meter and Message Volume as of 05:48 a.m. ET on Mar. 23, 2026 | Source: Stocktwits" width="928" height="97"><figcaption>VRT’s Sentiment Meter and Message Volume as of 05:48 a.m. ET on Mar. 23, 2026 | Source: Stocktwits</figcaption></figure>VRT stock has gained 57% year to date. Vertiv forecasts 2026 revenue of $13.25 billion to $13.75 billion, pointing to organic growth of roughly 27% to 29%. The company anticipates adjusted diluted EPS to range from $5.97 to $6.07. By comparison, analysts tracked by Koyfin estimate revenue at $12.39 billion and EPS at $5.33.<h2 class="st-heading-2">Photonics Firms Gain Momentum</h2>Both Lumentum and Coherent are being recognized for their work in optical networking and laser-based systems. As traditional wiring struggles to keep up with escalating data demands, these firms provide optical infrastructure that enables faster, more efficient communication between computing systems.In early March, Nvidia Corp. (NVDA) entered long-term agreements with Lumentum and Coherent, investing $2 billion in each company to develop optical technologies essential for future AI systems.The partnerships center on joint research, production, and innovation efforts to strengthen large-scale AI infrastructure.&nbsp;LITE and COHR has gained over 91% and 37%, respectively, year-to-date.&nbsp;EchoStar adds another dimension by extending connectivity beyond terrestrial networks. Its satellite and wireless technologies enable communication in remote or hard-to-reach areas, supporting applications ranging from autonomous systems to global data access.SATS has gained over 1% year-to-date. At the time of writing,&nbsp;the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, was down 0.8%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crcl-coin-mara-slide-premarket-as-bitcoin-falls/cZ3mEiNRI0c">CRCL, COIN, MARA Slide Pre-Market As Bitcoin Fails To Hold $68,000 Again</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The logo of the American S&P 500 Index can be seen on the monitor of a computer in an office. 

VRT, LITE, COHR, SATS Set To Join S&P 500 As 'Physical AI' Trade Gains Momentum

The new entrants underscore a growing understanding that advanced AI relies on physical infrastructure, including power systems, thermal control and rapid data connectivity.

Equity

The new entrants underscore a growing understanding that advanced AI relies on physical infrastructure, including power systems, thermal control and rapid data connectivity.


Here's Why You Should Retain Equifax Stock in Your Portfolio for Now

EFX gains from AI-driven analytics, acquisitions, and rich data assets as earnings. Revenues are set for steady double-digit growth through 2027.

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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	$1.39	--	--	N/A
Q2 '26	$1.21	$1.29	6.71%	BEAT
Q1 '26	$1.04	$1.16	11.04%	BEAT
Q4 '25	$0.92	$1.00	8.68%	BEAT
Q3 '25	$0.86	$0.91	6.36%	BEAT

COHR
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