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Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Marvells agreed all-stock acquisition of Lumentum is driving attention, with Lumentums fixed exchange ratio tying its deal value to Marvells share price. Traders are debating the deals value as LITE falls alongside MRVL, questioning whether the headline premium holds up as the acquirers stock weakens.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells agreement to acquire Lumentum in an all-stock deal is the dominant focus, with traders concerned about shareholder dilution, financing, and integration risks as the stock sells off. Others see strategic value in combining Marvells AI-connectivity business with Lumentums optical technology, but debate how long the benefits may take to materialize.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

Buzz centers on reports that a POET optical engine appeared in Foxconns photonics ecosystem at Hon Hai Tech Day, which bulls view as validation of the FIT collaboration and POETs AI data-center optics opportunity. The display has not confirmed production orders or scaled shipments, leaving traders divided between optimism about commercialization and frustration over the lack of concrete customer updates ahead of earnings.

Axsome Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which engages in the development of novel therapies for the management of central nervous system disorders. Its portfolio consists of Products Overview and Pipeline Overview. The Products Overview includes Auvelity and Sunosi. The Pipeline Overview refers to AXS-05, AXS-07, AXS-12, and AXS-14. The company was founded by Herriot Tabuteau on January 12, 2012 and is headquartered in New York, NY.

Axsome Therapeutics Inc

Axsomes quarterly report beat analyst expectations, with strong year-over-year revenue growth and rising Auvelity prescriptions drawing attention. Traders welcomed the results but debated the pace of cash-flow breakeven and whether Auvelitys launch momentum will translate into sustained profitability; some also noted sales were slightly below a specific analyst estimate.

Tempus AI, Inc. is a healthcare technology company, which engages in bringing artificial intelligence and machine learning to healthcare. It focuses on building platforms for oncology, neuropsychiatry, cardiology, infectious disease, and radiology. The company was founded by Eric Paul Lefkofsky in August 2015 and is headquartered in Chicago, IL.

Tempus AI Inc. - Ordinary Shares - Class A

Tempus AI Inc

Tempus AIs Q3 results and higher full-year revenue guidance are driving discussion, with traders noting the reported EPS beat and asking whether the company is finally GAAP-positive. Despite the upbeat report, shares are lower, fueling debate over a sell-the-news reaction versus improving fundamentals.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

Critical Metals European Lithium acquisition is driving attention, with traders weighing greater ownership of Tanbreez and added assets against dilution and potential selling pressure from newly issued shares. High reported short interest and borrowing costs have fueled squeeze speculation, though the community is divided over whether the deal is ultimately bullish or a near-term overhang.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

A sharp breakout to fresh 52-week highs has drawn attention as traders focus on the upcoming Q3 report and BRIUMVIs commercial momentum. Buyout and short-squeeze theories are also prominent, but remain speculation; some traders attribute the move to earnings positioning and momentum instead.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

CIFRs quarterly results are driving discussion, with traders criticizing weak revenue and ongoing cash-generation and financing concerns despite reported progress bringing HPC leases into service. The reaction is split between fears that debt and the miner-to-AI infrastructure transition will weigh on the stock and bullish arguments that contracted leases and continued AI demand support the longer-term case.

Centrus Energy Corp. engages in the supply of nuclear fuel and services for the nuclear power industry. It operates through the Low-Enriched Uranium (LEU) and Technical Solutions segments. The LEU segment includes various components of nuclear fuel to utilities from its global network of suppliers. The Technical Solutions segment offers advanced engineering, design, and manufacturing services to government and private sector customers, and is deploying advanced nuclear fuel production capabilities to power existing, and next-generation reactors around the world. The company was founded in October 1992 and is headquartered in Bethesda, MD.

Centrus Energy Corp - Ordinary Shares - Class A

Centrus Energy Corp 

LEU is drawing attention amid a steep, volatile selloff, with traders blaming the recent stock-and-warrant offering and potential dilution, while also debating high valuation and the cost and timeline of expanding enrichment capacity. Bulls point to DOE support, customer contracts and centrifuge production progress as reasons the long-term domestic nuclear-fuel opportunity remains intact, while others expect continued pressure.

Precigen, Inc. is a biotechnology company, which engages in the research and development of synthetic biology technologies. It operates through the Biopharmaceuticals and Exemplar segments. The company was founded by Thomas David Reed in 1998 and is headquartered in Germantown, MD.

Precigen Inc

FDA accelerated approval of Inovios competing RRP treatment has focused attention on potential competition for Precigens PAPZIMEOS and prompted concern about its market position. Traders debate whether the rivals treatment regimen will pressure PAPZIMEOS or whether Precigens commercial head start, payer access, and full-approval status will help it retain an advantage.

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FOXA Gears Up to Report Q1 Earnings: What's in Store for the Stock?

Fox Corporation heads into Q1 fiscal 2027 earnings with higher estimates, World Cup and NFL-driven ad momentum and rising sports costs in focus.

Cinemark Set to Report Q3 Earnings: What's in the Cards for the Stock?

CNK's Q3 EPS is expected to jump 135% as film releases, premium screens and loyalty programs fuel growth - but a packed release calendar could dampen gains.

Gray Media (GTN) Reports Next Week: Wall Street Expects Earnings Growth

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Here's Why Fox (FOXA) is a Strong Momentum Stock

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Wall Street Analysts Think Fox (FOXA) Could Surge 26.03%: Read This Before Placing a Bet

The average of price targets set by Wall Street analysts indicates a potential upside of 26% in Fox (FOXA). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

Sirius XM (SIRI) Tops Q3 Earnings Estimates

Sirius XM (SIRI) delivered earnings and revenue surprises of +2.63% and -0.25%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Fox (FOXA) Earnings Expected to Grow: Should You Buy?

Fox (FOXA) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Fox Moves Up In Market Cap Rank, Passing Baxter International

In the latest look at the underlying components of the S&P 500 ordered by largest market capitalization, Fox Corp (Symbol: FOXA) has taken over the #451 spot from Baxter International Inc (Symbol: BAX), according to The Online Investor.

 Market capitalization is an import...

Comcast's Q3 Earnings Beat Estimates, Revenues Decline Y/Y

CMCSA beats Q3 earnings estimates as wireless growth and Peacock's profitability provide bright spots, while broadband pressure and weaker theme parks weigh on results.

Netflix Q3 Earnings Beat Estimates, Ad Revenue View Trimmed

NFLX beats Q3 earnings estimates as operating margins expand, but lower ad revenue expectations prompt cuts to its 2026 revenue and free cash flow outlook.

Fox Corporation

FOXA  Earnings Call

Fox Corp. engages in providing television production and broadcasting services. It also provides news under the brands FOX News Media, FOX Sports, FOX Entertainment and FOX Television Stations, and Tubi Media Group. It operates through the following segments: Cable Network Programming, Television, and Other and Corporate. The Cable Network Programming segment refers to the production and licensing of news and sports content distributed primarily through traditional cable television systems, direct broadcast satellite operators, and telecommunication companies and online multi-channel video programming distributors. The Television segment focuses on the acquisition, marketing, and distribution of broadcast network programming. The Other and Corporate segment relates to the FOX Studio Lot, Credible Labs Inc, corporate overhead costs, and intracompany eliminations. The company was founded by Keith Rupert Murdoch on May 3, 2018 and is headquartered in New York, NY.

Fox Corporation - Ordinary Shares - Class A

ROKU Stock Slips After-Hours On Planned DOJ ‘Second Request’ For Fox Takeover  

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Bearish Sentiment

<ul class="summary-bullets"><li>Semafor reported that Justice Department staff plan what regulators call a “second request,” a formal demand for more data and files.</li><li>The concern, the report said, is how the combination could affect the way viewers reach streaming content.&nbsp;</li><li>Rivals worry Fox could promote its own programming on Roku’s home screen if the deal goes through.&nbsp;</li></ul><p>Shares of Roku Inc. (ROKU) slipped 3% after-hours on Tuesday following a report that the Justice Department is expanding its antitrust review of Fox Corp.’s planned $22-billion purchase of Roku.</p><p>Semafor first <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.semafor.com/article/09/08/2026/justice-department-to-take-a-closer-look-at-foxs-22-billion-roku-deal">reported</a> the development, citing people familiar with the matter. NASDAQ-listed shares of Fox Corp (FOX) stayed little changed after-hours.</p><h2 class="st-heading-2">Fox-Roku Deal&nbsp;</h2><p>Fox and Roku announced the cash-and-stock deal on June 15. Roku holders would get $96 in cash plus 0.9693 Fox Class A shares per share, a package valued at $160 a share and about $22 billion in enterprise value.</p><p>Fox shareholders would own about 73% of the combined company and Roku holders 27%. Closing is targeted for the first half of 2027, subject to shareholder and regulatory approval. Founder Anthony Wood would join Fox’s board and keep an operating role. The companies projected about $400 million a year in cost savings.</p><p>Fox would add Roku’s connected-TV software, The Roku Channel, and an audience the firms put at more than 100 million streaming households. Fox would contribute news, sports, and Tubi. Together, they said, the businesses would rank among the largest U.S. television platforms by viewing share.</p><h2 class="st-heading-2">Why A Second Request Matters</h2><p>Semafor reported that Justice Department staff plan what regulators call a “second request,” which is a formal demand for more data and files. The concern, Semafor said, is how the combination could affect the way viewers reach streaming content.</p><p>Rivals worry Fox could promote its own programming on Roku’s home screen. Fox-owned Tubi and The Roku Channel already compete for free, ad-supported viewers. Fox Chief Executive Lachlan Murdoch has said he expects to keep the businesses separate while selling ads across both. In June, he argued Fox has long hosted partners’ content while monetizing platforms. Fox and the DOJ declined to comment to Semafor.</p><h2 class="st-heading-2">How Did ROKU, FOXA Retail Traders React?</h2><p>On Stocktwits, retail sentiment around ROKU rose from ‘neutral’ to ‘bullish’ over the past 24 hours, while message volume stayed at ‘low’ levels.</p><p>Meanwhile, sentiment around FOX rose from ‘bearish’ to ‘neutral.’</p><p>While <a href="https://stocktwits.com/symbol/ROKU">ROKU shares</a> have gained 43% year-to-date, <a href="https://stocktwits.com/symbol/FOX">FOX</a> has fallen 10%.&nbsp;</p><p>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/why-is-evmn-stock-down-13-after-hours/cZtEX8dRJy7">Why Is EVMN Stock Down 13% After-Hours?</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In this photo illustration, the logo of Roku, Inc. is displayed on a smartphone screen, with the company's latest stock market chart visible in the background, on April 26, 2025, in Chongqing, China.

The Justice Department is expanding its antitrust review of Fox Corp.’s planned $22-billion purchase of Roku, Semafor reported on Tuesday. 

ROKU Stock Slips After-Hours On Planned DOJ ‘Second Request’ For Fox Takeover

The Justice Department is expanding its antitrust review of Fox Corp.’s planned $22-billion purchase of Roku, Semafor reported on Tuesday. 


Fox Corporation - Class B

Roku Inc

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Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

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