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Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

NASAs CLPS 2.0 selection of Intuitive Machines among companies eligible to compete for future lunar delivery missions is driving attention. Traders view it as a positive step for the companys NASA business, while others caution that eligibility is not a guarantee of specific mission awards; speculation about short covering is also fueling the rally.

Core Scientific, Inc. engages in the business of operating a purpose-built facility for digital asset mining and provision of blockchain infrastructure, software solutions, and services. It operates under the Mining and Hosting segments. The Mining segment focuses on bitcoin mining for the company's own account. The Hosting segment includes blockchain infrastructure and third-party hosting business. The company was founded by Michael Jeffrey Levitt and Darin Feinstein on December 13, 2017 and is headquartered in Dover, DE.

Core Scientific Inc - Ordinary Shares - New

Core Scientific Inc

Core Scientifics Q3 results and expanding AI-colocation business are drawing attention, with traders highlighting the revenue shift from bitcoin mining and growing billed capacity. Reactions are mixed: some see the results as evidence the AI pivot is working, while others remain concerned about debt, customer concentration and execution risk.

Globalstar, Inc. engages in the provision of mobile satellite services. It offers voice and data communications services to the following markets: recreation and personal, government, public safety and disaster relief, oil and gas, maritime and fishing, natural resources, mining, and forestry, construction, utilities, and transportation. The company was founded in November 2003 and is headquartered in Covington, LA.

Globalstar Inc.

Amazons planned acquisition of Globalstar dominates discussion, with traders parsing the cash-and-stock terms, the closing timeline, and remaining regulatory and satellite milestones. Some argue the deal undervalues Globalstar and speculate about a competing SpaceX bid, while others view the Amazon transaction as effectively settled and focus on the eventual share conversion.

Official Melania Meme (MELANIA) is a cryptocurrency and operates on the Solana platform. Official Melania Meme has a current supply of 999,995,428.757519 with 999,995,428.757515 in circulation. The last known price of Official Melania Meme is 0.06224781 USD and is up 1.19 over the last 24 hours. It is currently trading on 310 active market(s) with $4,914,204.93 traded over the last 24 hours. More information can be found at https://melaniameme.com/.

Melania Trump

Traders are focused on MELANIAs steep decline and perceived lack of utility, with many accusing the Trump-family meme coin of being a cash grab or rug pull and pointing to losses among holders. A smaller bullish contingent is looking for a speculative bounce, but bearish criticism and frustration dominate.

Firefly Aerospace, Inc. engages in the design and manufacture of space launch vehicles. The company was founded by Thomas E. Markusic, Mark Watt, and Max Polyakov in January 2017 and is headquartered in Leander, TX.

Firefly Aerospace Inc.

Fireflys large three-year agreement to supply engines, license technology, and provide engineering support for AST SpaceMobiles planned heavy-lift rocket is driving attention and a sharp rally. Traders see the deal as validation of Fireflys engine business and a boost to its backlog, while others question the cash-and-stock payment mix, possible dilution, and execution risks.

Redwire Corp. engages in the development and provision of space and defense technologies and mission-critical solutions for government, commercial, and civil customers. Its offerings include spacecraft platforms, space infrastructure, avionics, sensors and payloads, power generation systems, radio frequency systems, microgravity research and manufacturing technologies, autonomous systems, optical sensors, and digital engineering solutions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

NASA selected Redwire to provide its Roll-Out Solar Array technology for a lunar surface power demonstration, drawing attention to the companys role in Moon infrastructure and its flight heritage on the ISS. Traders are reacting enthusiastically, though some are waiting for details on the awards value and impact.

Corning, Inc. engages in the provision of glass for notebook computers, flat panel desktop monitors, display televisions, and other information display applications, carrier network and enterprise network products for the telecommunications industry, ceramic substrates for gasoline and diesel engines in automotive and heavy-duty vehicle markets, laboratory products for the scientific community and polymer products for biotechnology applications, optical materials for the semiconductor industry and the scientific community, and polycrystalline silicon products and other technologies. It operates through the following segments: Optical Communications, Display, Specialty Materials, Automotive, and Life Sciences. The Optical Communications segment is classified into two main product groupings: carrier and enterprise network. The carrier network group consists of products and solutions for optical-based communications infrastructure for services such as video, data, and voice communications. The enterprise network group consists primarily of optical-based communication networks sold to businesses, governments, and individuals for their own use. The Display Technologies segment manufactures glass substrates for flat panel displays, including organic light-emitting diodes and liquid crystal displays that are used primarily in televisions, notebook computers, desktop monitors, tablets, and handheld devices. The Specialty Materials segment is involved in the manufacture of products that provide material formulations for glass, glass ceramics and crystals, and precision metrology instruments and software. The Automotive segment manufactures ceramic substrates and filter products for emissions control in mobile applications around the world as well as technical glass and optic products and solutions for the interior and exterior of vehicles. The Life Sciences segment develops, manufactures, and supplies laboratory products. The company was founded by Amory Houghton Sr. in 1851 and is headquartered in Corning, NY.

Corning, Inc.

Cornings exposure to optical fiber for AI data centers is driving debate as shares swing: bulls see durable demand from the buildout, while skeptics question whether construction delays or overbuilding could leave fiber orders vulnerable. Traders are also reacting to the stocks steep pullback and looking for signs of a rebound.

MongoDB, Inc. engages in the development and provision of a general-purpose database platform. The firm's products include MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. It also offers professional services including consulting and training. The company was founded by Eliot Horowitz, Dwight A. Merriman, Kevin P. Ryan, and Geir Magnusson Jr. in 2007 and is headquartered in New York, NY.

MongoDB Inc - Ordinary Shares - Class A

MongoDB Inc

MongoDBs abrupt CEO departure to join Meta, announced ahead of Investor Day, drove a sharp selloff and debate over leadership stability. Traders split between seeing the drop as an overreaction, citing reaffirmed guidance and AI product updates, and remaining cautious about the succession uncertainty; buyback news also supported rebound hopes.

Voyager Technologies, Inc. engages in the defense technology and space solutions. It operates through the following segments: Defense and Space Technologies, and Starlab Space Stations. The Defense and Space Technologies segment consists of innovative mission-critical solutions to protect dynamic and contested domains. The Starlab Space Stations segment consists of a commercial space station. The company was founded by Dylan Taylor and Matthew Kuta on August 15, 2019 and is headquartered in Denver, CO.

Voyager Technologies Inc. - Ordinary Shares - Class A

Voyager is drawing attention after strong Q3 growth, a higher full-year revenue outlook and a NASA award. Traders are celebrating the business momentum, while some question margins and whether the stock can sustain its gains.

Morgan Stanley operates as a global financial services company. The firm provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors. The Wealth Management segment offers brokerage and investment advisory services covering various types of investments, including equities, options, futures, foreign currencies, precious metals, fixed-income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. The Investment Management segment provides equity, fixed income, alternative investments, real estate, and merchant banking strategies. The company was founded by Harold Stanley and Henry S. Morgan in 1924 and is headquartered in New York, NY.

Morgan Stanley

Morgan Stanleys quarterly results beat expectations, but shares fell as traders focused on softer sequential trading activity, weaker fixed-income revenue and margin pressure, with broader weakness in bank stocks adding to the selling. Some investors view the reaction as excessive given strength in equities trading and wealth management; others say the headline beat was already priced in.

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Photonics ETFs: The Next Big AI Infrastructure Opportunity?

We examine why photonics stocks are surging and highlight five ETFs.

POET Stock Gains After Sixth Straight Quarter Of Revenue Growth – CEO Says 2026 Production Ramp ‘On Schedule’

Equity

Management expects to begin shipping substantial production volumes for customer qualification during the remaining quarters of 2026, with further updates expected in September.


Photonics: The Next Big AI Investment Opportunity?

As AI data centers push the limits of traditional networking, photonics is emerging as a key technology.

LASR Stock Eyes Best Week In Nearly A Year: Craig Hallum Says nLIGHT’s $627M Defense Contract Could Transform Its Growth Story

nLIGHT’s latest laser weapons contract from the U.S. Department of War has garnered both investors’ and analysts' backing. 


ETF Opportunities Trust - Tuttle Capital Pure Play Photonics ETF

Bearish Sentiment

<ul class="summary-bullets"><li>POET Technologies reported $569,925 in second-quarter revenue, marking its sixth consecutive quarter of sequential revenue growth.</li><li>The company ended the quarter with $796.3 million in cash and short-term investments after completing a $400 million financing in May.</li><li>Revenue increased 13% from the previous quarter and 112% from a year earlier.</li></ul>Shares of POET Technologies (POET) gained in premarket trade on Thursday after the photonics company reported a sixth consecutive quarter of sequential revenue growth and said its production ramp remains on schedule for the second half of 2026.POET reported second-quarter revenue of $569,925, up 13% from the prior quarter and 112% from a year earlier. Loss per share came in at $0.07 per share versus the consensus estimate of $0.08, as per Koyfin.&nbsp;“The second quarter showed POET’s transition from development to revenue taking hold,” said Chairman and CEO of POET, Dr. Suresh Venkatesan, adding that the company’s optical engine production ramp remains “on schedule for the second half of 2026.”<a href="https://stocktwits.com/symbol/POET/sentiment">POET stock</a> showed muted movement, gaining as much as 1% in pre-market trade and was among the top trending tickers on Stocktwits at the time of writing.<h2 class="st-heading-2">POET Builds Cash Position With $400 Million Financing</h2>POET completed a $400 million financing in May, ending the second quarter with $796.3 million in cash and short-term investments.Venkatesan said the financing, which was completed at a premium to the market price, removed concerns about the company’s financial staying power and gave management more flexibility to focus on manufacturing and commercial execution.“This amount of capital positions POET to accelerate the expansion of our manufacturing capacity in support of anticipated customer demand, including the commercialization and production ramp associated with our collaboration with Lumilens,” he stated.<h2 class="st-heading-2">Lumilens Deal Could Scale Beyond $500 Million&nbsp;</h2>The company entered into a joint development and commercial technology partnership with Lumilens, which placed an initial $50 million purchase order for POET Optical Interposer-based engines. POET said the broader supplier relationship could eventually scale to more than $500 million in cumulative purchases over five years.Following the quarter, POET received another $2.4 million purchase order from an existing customer and signed an agreement with a Tier 1 laser company to develop an external light source engine.In its earnings report, the company said it expects to begin shipping substantial numbers of production units for qualification during the remaining quarters of 2026, with further updates expected in September.<h2 class="st-heading-2">How Is Retail Feeling About POET stock?</h2>On Stocktwits, retail sentiment around POET improved to ‘extremely bullish’ from ‘bullish’ territory over the past day, accompanied by chatter at ‘high’ levels.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_08_13_081504_1a79077628.png" alt="Screenshot 2026-08-13 081504.png" width="1267" height="688"><figcaption>POET stock retail sentiment on August 13 as of 7:45 a.m. ET | Source: Stocktwits</figcaption></figure>One trader pointed to the interest income generated from the company’s cash balance, stating that the additional income could help reduce POET’s cash burn as the company scales revenue.<stembedurl>https://stocktwits.com/Igmon007/message/661753091</stembedurl>Another investor highlighted that the company’s production plans remain on schedule and suggested that non-recurring engineering revenue could continue supporting the business as customers move toward production.<stembedurl>https://www.stocktwits.com/Entrepredoer/message/661750563</stembedurl>POET stock has gained over 33% this year and nearly 70% in the last 12 months.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/open-stock-opendoor-first-ever-buyback-ceo-says-im-all-in/cZoq7ppRJhq">OPEN Stock Slips After First-Ever Buyback Cuts Share Count 5%, CEO Says 'I’m All In'</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Poet Technologies logo displayed on a smartphone screen. The company's stock rose over 23% on Tuesday (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Management expects to begin shipping substantial production volumes for customer qualification during the remaining quarters of 2026, with further updates expected in September.

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Which photonics stock are you most bullish on for the next 5 years - $LITE, $IPGP, $COHR, or $AAOI? 
 
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FOTO ETF Opportunities Trust - Tuttle Capital Pure Play Photonics ETF

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