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Market sentiment for SPY is heavily oscillating as investors struggle to parse conflicting news regarding ongoing geopolitical tensions in the Middle East and official rhetoric about potential ceasefires. The community is actively debating the reliability of recent market pumps, with many traders expressing skepticism about the sustainability of these moves amidst reports of potential troop deployments and concerns over energy supply chain stability.

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 significant selling pressure as investors grapple with concerns over the company's heavy capital expenditures on AI infrastructure and shifting narratives around OpenAI's long-term profitability. The community is actively debating the stock's recent trend of failing to participate in broader market relief rallies, with many retail participants expressing frustration over the persistent downward momentum and questioning the effectiveness of leadership's current AI-focused strategy.

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.

Trump Media & Technology Group is trending as investors and social media users closely monitor conflicting reports regarding potential U.S.-Iran ceasefire negotiations and ongoing geopolitical instability in the Middle East. The community is actively debating the administration's military strategy, the potential impact on global energy markets, and the credibility of official statements coming from both the White House and Iranian officials.

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 attention as a high-conviction proxy for exposure to private unicorns, specifically leveraged by investor anticipation surrounding the potential IPO of SpaceX. Community sentiment remains polarized, with many traders tracking historical price volatility and portfolio concentration in Anthropic and SpaceX as catalysts for potential rapid price movement.

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 position themselves for pivotal data readouts from the GLOW2 and other late-stage clinical programs, while active accumulation by institutional insiders like Baker Bros. fuels community speculation of a potential valuation shift. Market participants are closely watching for updates on their retinal disease pipeline as the company aims to demonstrate execution and clinical progress following previous setbacks.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is experiencing significant volatility as investors weigh the potential long-term demand impact of Google's new TurboQuant memory compression algorithm against the company's strong fundamentals and recent debt tender offer. The community remains deeply divided between those viewing the pullback as a prime buying opportunity for a cyclical leader with a low forward P/E and those bracing for further downside amid broader market uncertainty.

NKN is building the largest blockchain for network sharing.

New Kind of Network

NKN is capturing significant market attention as traders bet on a potential breakout driven by its low market cap and the growing DePIN narrative. Community members are actively debating the tokens long-term utility versus its history of high volatility, while many are positioning for a potential short squeeze as price action gains momentum.

The Shrimp Army

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is facing significant selling pressure as investors react to a wave of negative headlines, including liability in a high-profile child safety lawsuit, rumors of executive-level layoffs, and concerns over heavy AI infrastructure spending. While the broader community is deeply divided between those viewing the pullback as a long-term buying opportunity and those fearing further downside, active discussions remain centered on the company's ability to monetize its massive capital expenditure projects and the potential for regulatory headwinds to impact future revenue.

Shoe Carnival, Inc. engages in the retail of footwear products. It offers casual and athletic footwear for men, women, and children under the Skechers, Clarks, Adidas, Crocs, New Balance, Converse, Roxy, Nike, Vans, Madden Girl, Sperry, Rampage, Keds, PUMA, Timberland, Koolaburra, Jellypop, and ASICS brands. The company was founded in 1978 and is headquartered in Fort Mill, SC.

Shoe Carnival, Inc.

Shoe Carnival is trending as the market digests its latest fiscal results and the company's aggressive strategy to shift its store fleet to the Shoe Station banner. Investors are actively debating the long-term potential of this One Banner Strategy to drive growth and operational efficiency against the challenges of a competitive retail landscape and broader economic headwinds.

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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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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...

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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.

COHR
Coherent Corp

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