SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracles planned stock and bond offerings to fund its AI infrastructure buildout have fueled concerns about shareholder dilution, rising debt and whether the spending will generate returns. Traders are split between viewing the selloff as an overreaction to a previously outlined funding plan and seeing the capital needs as evidence of mounting financial risk.

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 all-stock agreement to acquire Lumentum is the dominant topic, with traders debating whether the move strengthens its position in AI data-center optics or brings too much dilution and deal risk for existing shareholders. The reaction is largely negative, while some investors see long-term strategic value in combining Marvells connectivity business with Lumentums optical technology.

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 many traders criticizing the fixed share exchange and long closing timeline because LITEs value now depends on Marvells stock; others see strategic value in combining their technologies for AI data-center connectivity. The deals AI-optics rationale is competing with concerns about dilution and whether Lumentum shareholders are getting a favorable outcome.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

UBSs upgrade to Buy has added to attention around Rivians stronger quarterly results, raised delivery outlook and R2 ramp. Traders are largely welcoming the potential turnaround, while others remain wary of cash burn, profitability and execution risks; some attribute the move to options activity or a possible short squeeze.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras is drawing attention after a short report from Culper Research alleged its wafer-scale chips have durability and power-use problems that could undermine the companys economics, while challenging its accounting assumptions. Traders are divided over the unverified claims, and IPO lockup share releases are adding to concerns about selling pressure.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricors Nov. 22 FDA target decision on deramiocel for Duchenne muscular dystrophy is driving attention, with traders treating renewed launch-related hiring and a more flexible tone on rare-disease reviews as possible positive signalsnot proof of approval. Debate remains over whether the FDA will grant a narrower upper-limb label or reject the application, given the prior advisory-panel concerns and uncertainty about the efficacy evidence.

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.

Q3 earnings and the call have fueled debate as traders react to a weak revenue print and the companys early HPC lease revenue. Bears focus on debt, dilution and execution risks amid a steep selloff, while bulls point to contracted AI data-center leases and operational progress as reasons for longer-term optimism.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons post-earnings rebound is drawing attention after results missed expectations, while accelerating AWS growth and its outlook reassured many traders. Bulls are framing the recovery as dip-buying on cloud demand; skeptics remain focused on heavy AI capital spending and negative free cash flow.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

UPST is drawing attention for its prolonged selloff and repeated 52-week lows, with traders citing rising yields and rate-hike concerns alongside worries about the companys debt and funding model. Bulls counter that the debt is manageable and point to improving profitability, upcoming earnings and a potential bank charter, while some traders speculate about a short squeeze.

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

A third-party report and photo placing POET optical-engine hardware in Foxconns photonics ecosystem have renewed interest, with traders viewing it as validation of the existing FIT relationship and a possible path into AI data-center deployments. Bulls speculate about future orders and production, while skeptics say a showcase is not proof of commercial shipments; the MarvellLumentum deal has also sparked debate about whether industry consolidation helps or sidelines POET.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

Why Is IPG (IPGP) Down 16.6% Since Last Earnings Report?

IPG (IPGP) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

LITE Vs. COHR Vs. AAOI Vs. IPGP: Which Photonics Stock Do Retail Traders Prefer? 

Equity

AI data centers are steering the shift from copper to optical connectivity, putting photonics at the center of investor attention.

Should COHR Stock Be in Your Portfolio Before Q4 Earnings?

Coherent heads into fiscal Q4 earnings with strong AI demand, capacity expansion and margin gains, but its sharp rally and premium valuation support a Hold.

IPG (IPGP) Reliance on International Sales: What Investors Need to Know

Evaluate IPG's (IPGP) reliance on international revenue to better understand the company's financial stability, growth prospects and potential stock price performance.

IPG (IPGP) Upgraded to Buy: Here's Why

IPG (IPGP) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

IPGP Q2 Earnings Beat Estimates on Industrial Solutions Growth

IPG Photonics beats Q2 earnings estimates as Industrial Solutions growth, led by battery manufacturing, lifts revenues and margins.


Why IPG Photonics Rallied Today

Key PointsIPG delivered mixed second quarter earnings but strong guidance...

IPG Photonics Q2 Earnings Call Highlights

IPG Photonics Q2 Earnings Call Highlights...

IPG Photonics (IPGP) Surpasses Q2 Earnings Estimates

IPG (IPGP) delivered earnings and revenue surprises of +45.00% and -0.21%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

IPG Photonics Benefits From Strategic Expansion Into Medical Markets

IPGP's Lumibird Medical deal expands its medical laser reach, while rising semiconductor demand and new launches support growth in higher-value markets now.


IPG Photonics Corp. engages in the provision of design, development, production and distribution of fiber lasers, laser systems, fiber amplifiers, and related optical components. Its products include lasers, beam delivery, medical, telecom equipment, product finder and components such as pump diodes, chillers, and mid-IR crystals. The company was founded by Valentin P. Gapontsev and Igor Samartsev in 1990 and is headquartered in Marlborough, MA.

IPG Photonics Corp

Bearish Sentiment

<ul class="summary-bullets"><li>A Stocktwits poll showed Lumentum leading retail interest at 34%.</li><li>Applied Optoelectronics and Coherent seem attractive as well with 32% and 31% of the investors preferring them.</li><li>IPG Photonics trailed at 3% despite a Q2 beat.&nbsp;&nbsp;</li></ul><p>AI data centers are pushing the limits of traditional electrical connectivity, creating a growing opportunity for companies that move information with light instead of copper. Companies including Lumentum (LITE), Applied Optoelectronics (AAOI), Coherent (COHR) and IPG Photonics (IPGP) are major beneficiaries of this structural shift.&nbsp;</p><p>Retail investors appear divided over which optical technology suppliers will benefit most from that shift.</p><h2 class="st-heading-2">Retail Investors Pick Their Photonic Favorites</h2><p>A recent Stocktwits poll placed Lumentum at the front of the group with 34% of the vote, followed closely by Applied Optoelectronics at 32% and Coherent at 31%. IPG Photonics received only 3%, highlighting the market's stronger focus on businesses tied directly to AI networking.</p><figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_08_11_030959_e73adc3be1.png" alt="Screenshot 2026-08-11 030959.png" width="724" height="607"></figure><h2 class="st-heading-2">Lumentum Leads The Race</h2><p>Lumentum enters its Aug. 11 fiscal fourth-quarter (Q4) results with the largest share of retail enthusiasm. Its portfolio includes indium phosphide laser technology and high-speed optical modules, products positioned to support the rapid deployment of 800G and 1.6T networking inside large-scale AI facilities.</p><p>Analysts see $987.7 million in revenue with earnings of $2.97 per share.&nbsp;<a href="https://stocktwits.com/symbol/LITE">Lumentum stock</a> inched 0.2% higher overnight, ahead of Tuesday.&nbsp;</p><h2 class="st-heading-2">Applied Optoelectronics Gains Momentum</h2><p>Applied Optoelectronics has strengthened its case with a record $191.9 million in second-quarter revenue, an 86%&nbsp;surge year-on-year. The company also delivered adjusted earnings of $0.06 per share, beating the market forecast of $0.01. Its U.S.-based production of advanced optical transceivers has benefited from strong demand among major cloud operators.</p><p>On Friday, Northland increased its price target for AAOI to $120 from $57.50 while keeping a ‘Market Perform’ rating on the stock. The firm said revenue from 800G and 1.6T products would need to grow nearly five times again in the fourth quarter to reach its $1.1 billion revenue forecast.&nbsp;</p><p><a href="https://stocktwits.com/symbol/AAOI">Applied Optoelectronics stock</a> traded over 2% lower overnight, heading into Tuesday.&nbsp;</p><h2 class="st-heading-2">Coherent Remains Close Behind</h2><p>Coherent held nearly as much retail support as Applied Optoelectronics ahead of its Aug. 12 Q4 report. Analysts anticipate earnings of $1.62 per share, representing 62% year-on-year growth.&nbsp;</p><p>The company also has substantial exposure to optical transceivers and VCSEL laser arrays used in high-speed computing networks.&nbsp;<a href="https://stocktwits.com/symbol/COHR">Coherent stock</a> ticked 0.1% higher overnight, ahead of Tuesday.&nbsp;</p><h2 class="st-heading-2">IPG Takes A Different Route</h2><p>IPG Photonics&nbsp;was chosen by just 3% of&nbsp;the respondents despite exceeding Q2 earnings expectations. The company earned $0.58 per share versus a $0.39 per share consensus estimate on $278.6 million of revenue.&nbsp;</p><p>Investors appear to view its industrial fiber-laser business and battery-welding exposure as less direct beneficiaries of the AI networking buildout.&nbsp;<a href="https://stocktwits.com/symbol/IPGP">IPG Photonics stock</a> traded 1% higher overnight, ahead of Tuesday.&nbsp;</p><p>Also See:&nbsp;<a href="https://stocktwits.com/news-articles/default/equity/achr-vs-joby-boeing-deal-puts-archer-on-a-different-flight-path-as-joby-builds-toward-commercial-air-taxis/cZoZNtVRJfD">ACHR Vs. JOBY: Boeing Deal Puts Archer On A Different Flight Path As Joby Builds Toward Commercial Air Taxis</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

single fibers of a fiber optic cable, they enable extremly fast data transfer.

LITE Vs. COHR Vs. AAOI Vs. IPGP: Which Photonics Stock Do Retail Traders Prefer?

Applied Optoelectronics Inc

Coherent Corp

$LITE

$IPGP

$COHR

$AAOI

Which photonics stock are you most bullish on for the next 5 years - $LITE, $IPGP, $COHR, or $AAOI? 
 
Drop a comment for other tickers.

Stocktwits

Which photonics stock are you most bullish on for the next 5 years - 

Current Price	$74.65
Prev Close	$72.59
Open	$72.75
Dividend Yield	0.00%
50-Day Moving Average	$76.38
Beta	1.75
Avg. Volume	416,464.06
PE Ratio	112.40

52-Week High	$155.82
52-Week Low	$68.27
Market Capitalization	$3.09B
EPS (Annual)	$0.7291
Price to Book	1.45
Revenue Per Employee	$207,391.94

Feed

News

Sentiment

Earnings

Fundamentals

Info

IPGP Fundamentals