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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 program is the main focus, with traders discussing Intuitive Machines selection as a vendor eligible to compete for future lunar-delivery missions. Bulls see potential contract and backlog upside, while others caution that eligibility is not a guaranteed award and note that peer companies may have fared better; the sharp rebound has also prompted speculation about momentum and short covering.

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 highlighted its shift from bitcoin mining toward AI and high-performance-computing colocation, with traders pointing to strong growth in that business and new capacity coming online. The reaction is divided: some see the results as proof the pivot is working, while others remain concerned about debt, financing needs, and reliance on major tenants.

Lyft, Inc. engages in the provision and management of an online social rideshare community platform. It offers access to a network of shared bikes and scooters for shorter rides and first mile and last-mile legs of multimodal trips, information about nearby public transit routes, and Lyft Rentals to offer riders a view of transportation options when planning any trip. The company was founded by Marcus Cohn, John Zimmer, Rajat Suri, Matt van Horn, and Logan D. Green on March 5, 2007 and is headquartered in San Francisco, CA.

Lyft Inc - Ordinary Shares Cls A

Lyft Inc

Lyfts quarterly results missed revenue and earnings expectations, with legal, tax and regulatory reserves weighing on reported revenue and prompting a selloff. Traders are debating the weak headline results against stronger bookings, rider growth, adjusted profitability and constructive guidance.

Boost Run, Inc. is a provider of scalable cloud infrastructure purpose-built for enterprise AI and high-performance computing workloads. The platform delivers GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage through an intuitive management console and a robust API layer, enabling organizations to provision and scale resources across thousands of nodes in minutes. The company was founded on September 5, 2025 and is headquartered in Northbrook, IL.

Boost Run Inc. - Ordinary Shares - Class A

Boost Run Inc.

Boost Runs AI-cloud contract update, including a five-year GPU compute agreement and delivery progress on an earlier project, is drawing attention. Bulls view the developments as evidence of customer demand, while skeptics point to the stocks sharp decline, profitability and financing risks, and the need for earnings to show contracts converting into revenue.

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 rally is centered on a large AST SpaceMobile agreement for rocket engines, engine-technology licensing, and engineering support, which traders view as validation of its propulsion business and a boost to its backlog. The reaction is broadly bullish, though some investors question the deals stock component and execution risks as the shares surge.

Albemarle Corp. engages in the development, manufacture, and marketing of chemicals for consumer electronics, petroleum refining, utilities, packaging, construction, transportation, pharmaceuticals, crop production, food-safety, and custom chemistry services. It operates through the following segments: Energy Storage, Specialties, and Ketjen. The Energy Storage segment develops and manufactures a broad range of basic lithium compounds, including lithium carbonate, lithium hydroxide, and lithium chloride. The Specialties segment focuses on optimizing a portfolio of bromine and specialized lithium solutions. The Ketjen segment consists of clean fuels technologies, fluidized catalytic cracking catalysts and additives, and performance catalyst solutions, which is primarily composed of organometallics and curatives. The company was founded in 1993 and is headquartered in Charlotte, NC.

Albemarle Corp.

Albemarle Corp

Falling lithium prices and futures are the main concern, with traders linking them to ALBs weakness and questioning whether the shares near $100 have found a floor. Some see the pullback as a buying opportunity based on long-term battery demand, while others expect further downside and are watching earnings and guidance for signs of a turnaround.

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 focusing on the cash-and-stock deal terms, its expected closing, and why GSAT trades below the stated consideration. Some hope for a superior SpaceX bid, but others view that as speculation and expect the Amazon transaction to proceed, subject to remaining conditions.

Polkadot (DOT) is a cryptocurrency . Polkadot has a current supply of 1,710,919,378.06579952. The last known price of Polkadot is 0.90890211 USD and is down -1.57 over the last 24 hours. It is currently trading on 1075 active market(s) with $54,388,530.28 traded over the last 24 hours. More information can be found at https://polkadot.com.

Polkadot

DOT is drawing attention after its prolonged decline and move below a key psychological level, with bearish traders citing weak demand and continued losses. Others are buying the dip and pointing to Polkadot 2.0, JAM, and a proposed native stablecoin as potential catalysts, though those bullish views have not displaced the dominant concern about the downtrend.

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.

Corning is under pressure as traders question whether AI data-center fiber demand will arrive quickly enough to justify expectations, warning that delayed or unfilled facilities could leave fiber orders ahead of real usage. Others see the pullback as a buying opportunity, arguing that ongoing AI and telecom network buildouts support long-term demand.

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

MELANIA is drawing attention as traders criticize its steep decline and lack of apparent utility, with many calling it a failed cash grab and warning that holders may be left with losses. Discussion of Trump family crypto profits has intensified those concerns, though a smaller group is still speculating on a rebound.

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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.

Global X AI Semiconductor & Quantum ETF

Corgi Lithography & Semiconductor Photonics ETF

POET Technologies Inc

$LITE

$IPGP

$COHR

$AAOI

Which photonics stock are you most bullish on for the next 5 years - $LITE, $IPGP, $COHR, or $AAOI? 
 
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Current Price	$12.74
Prev Close	$11.48
Open	$12.56
Dividend Yield	N/A
50-Day Moving Average	$16.99
Beta	N/A
Avg. Volume	334,117.72
PE Ratio	N/A

52-Week High	$27.86
52-Week Low	$11.27
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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