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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 third-quarter results beat expectations, with strong revenue growth led by Auvelity and a narrower-than-expected loss. Traders welcomed the report and see cash-flow break-even approaching, while the lack of formal guidance drew some concern.

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.

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.

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.

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.

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.

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.

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Kirby Q3 Profit Rises As Revenue Climbs 12.2%, Narrows FY26 EPS Guidance

(RTTNews) - Kirby Corp. (KEX), a provider of marine transportation and diesel engine services, on Wednesday announced higher profit for the third quarter of fiscal 2026, driven by strong revenue. Further, the firm narrowed its full-year earnings per share growth guidance...

Compared to Estimates, Kirby (KEX) Q3 Earnings: A Look at Key Metrics

While the top- and bottom-line numbers for Kirby (KEX) give a sense of how the business performed in the quarter ended September 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Kirby (KEX) Surpasses Q3 Earnings and Revenue Estimates

Kirby (KEX) delivered earnings and revenue surprises of +6.63% and +3.66%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

FedEx Gears Up for Q3 Earnings: What's in Store for the Stock?

FDX is likely to have faced cost pressures ahead of Q3 earnings, with wage inflation, pilot contract expenses and stranded costs threatening margins despite transformation savings.

Expeditors Gears Up for Q3 Earnings: What's in Store for the Stock?

EXPD is likely to have faced airfreight cost pressures, tariff uncertainty and pricing volatility ahead of Q3 earnings, despite strong demand and an upbeat earnings outlook.

 Landstar Stock Gears Up to Report Q3 Earnings: Is A Beat in Store?

Landstar heads into Q3 earnings with estimates pointing to strong profit and revenue growth, a positive Earnings ESP and cost challenges. Can it beat?

C.H. Robinson Gears Up for Q3 Earnings: What's in Store for the Stock?

CHRW heads into Q3 2026 earnings with expectations of double-digit growth, but rising truckload costs and margin pressures may weigh on results.

Kirby (KEX) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

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

Old Dominion Gears Up for Q3 Earnings: What's in Store for the Stock?

ODFL's Q3 2026 earnings are expected to surge 25.78%, fueled by improving freight demand, disciplined pricing and strong operating efficiency.

Norfolk Southern Gears Up for Q3 Earnings: What's in Store?

NSC's Q3 2026 earnings face wage inflation, competitive volume pressure and intermodal uncertainty as analysts project lower revenues and profits.

Kirby narrowed full-year 2026 earnings per share growth guidance to 10% to 15% and currently expects results toward the upper end of the range, based on current outlook.

Kirby cited rising fuel costs that were not fully offset by escalators and rate recovery, elevated working capital, and OEM engine delivery timing that continues to create quarterly variability.

Kirby reported marine transportation revenue growth alongside low-90% inland utilization and sequential spot-rate increases, power-generation growth with strengthening orders, and an inland asset acquisition to expand its South Texas network.

Kirby Corp. is a tank barge operator, which engages in transporting bulk liquid products. The firm transports petrochemicals, black oil, refined petroleum products, and agricultural chemicals. It operates through Marine Transportation and Distribution and Services segments. The Marine Transportation segment provides marine transportation by United States flagged vessels principally of liquid cargoes throughout the United States inland waterway system. The Distribution and Services segment is involved in after-market service and genuine replacement parts for engines, transmissions, reduction gears and related equipment used in oilfield services, marine, power generation, on-highway, and other industrial applications. The company was founded in 1921 and is headquartered in Houston, TX.

Kirby Corp.

Bearish Sentiment

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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.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '26	$1.98	--	--	N/A
Q3 '26	$2.00	$2.09	4.55%	BEAT
Q2 '26	$1.63	$1.67	2.49%	BEAT
Q1 '26	$1.39	$1.50	7.86%	BEAT
Q4 '25	$1.63	$1.68	3.12%	BEAT

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KEX Earnings

Latest Earnings Results: Q3 '26

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