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Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopifys quarterly results triggered a sharp selloff as traders focused on revenue, GMV and subscription-revenue misses and moderating growth, despite stronger earnings and cash flow. Some see the reaction as excessive given continued growth and are buying the dip, while others argue the high valuation left little room for slower momentum.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantirs strong quarterly results and raised outlook have been overshadowed by a post-earnings selloff, as traders focus on slower contract-booking growth and the stocks premium valuation. Bulls point to strong commercial AI demand and revenue growth, while bears question whether bookings can sustain the growth expectations priced into the shares.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

A record quarter, stronger bookings and backlog, and raised fiscal-year revenue guidancesupported by demand for AEHRs AI-chip testing systemsare driving the surge. Traders are broadly celebrating the results, while skeptics question the valuation and whether the sharp rebound can overcome the stocks recent downtrend.

Madrigal Pharmaceuticals, Inc. engages in the development and commercialization of therapeutics for metabolic dysfunction-associated steatohepatitis. The company was founded by Rebecca A. Taub, Frederick Bernard Craves, and Edward Chiang on March 10, 2000 and is headquartered in West Conshohocken, PA.

Madrigal Pharmaceuticals Inc

Madrigals latest quarterly resultsstrong Rezdiffra growth and its first profitable quarterare driving discussion, but the shares fell despite the upbeat report. Traders debate whether heavy spending and the lack of guidance explain the weak reaction, while others call the selloff an overreaction or blame market manipulation.

Aurora Cannabis, Inc. engages in the production, distribution, and sale of cannabis and cannabis-derivative products. It operates through the following business segments: Cannabis and Plant Propagation. The company was founded by Terry Booth and Steve Dobler on December 21, 2006 and is headquartered in Edmonton, Canada.

Aurora Cannabis Inc

Auroras shares are drawing attention after Organigram agreed to acquire the company, topping Curaleafs earlier bid and driving a sharp rally. Traders are debating whether Curaleaf or another buyer could counter, while others see the agreed deal terms as limiting further upside until the transaction closes.

Luckin Coffee, Inc. engages in providing food and beverage items, and operates coffee retail stores. It has a pioneered a technology-driven retail network to provide coffee and other products of high quality, high convenience and high affordability to customers. The company manages pick-up stores, relax stores, and delivery kitchens. It also offers tea, snacks, and light meals through its mobile application. The company was founded by Zhi Ya Qian, Fei Yang and Jin Yi Guo on June 16, 2017 and is headquartered in Xiamen, China.

Luckin Coffee Inc - ADR

Luckins third-quarter results showing revenue growth, improved operating profitability and record customer activityalongside a new share-repurchase programare driving attention. Bulls see stronger margins and expansion as evidence of improving fundamentals, while skeptics point to weak same-store sales, stagnant OTC trading and uncertainty over a U.S. relisting.

Fiserv, Inc. engages in the provision of financial services technology. It operates through the Merchant and Financial segments. The Merchant segment offers commerce-enabling products and services including merchant acquiring and digital commerce and mobile payment services, and security and fraud protection, stored-value, and pay-by-bank solutions to companies of all sizes. The Financial segment provides products and services such as processing of customer loan and deposit accounts, digital payments, and card transactions to financial institutions and corporate and public sector clients. The company was founded by Leslie M. Muma and George D. Dalton on July 31, 1984 and is headquartered in Milwaukee, WI.

Fiserv, Inc.

Fiservs quarterly earnings beat, reaffirmed outlook, expanded cost-savings plan and planned share repurchases have sparked a sharp rebound after a prolonged decline. Many traders see a turnaround and speculate about short covering, while skeptics remain focused on weak growth and whether management can deliver on its recovery plans.

MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It operates through the following segments: Materials and Magnetics. The Materials segment focuses on the operation of Mountain Pass, which produces refined rare earth oxides and related products, as well as rare earth concentrate products. The Magnetics segment is involved in the operation of Independence Facility, where the company began production of magnetic precursor products. The company was founded by James Henry Litinsky and Michael Rosenthal in 2017 and is headquartered in Las Vegas, NV.

MP Materials Corporation

MP is drawing attention as part of the volatile rare-earth and critical-minerals trade, with traders weighing U.S.China supply tensions against the strategic case for domestic production. Some cite MPs magnet deliveries and expansion plans as support, while others focus on the sector-wide selloff and execution risks.

Roku, Inc. engages in the provision of a streaming platform for television. It operates through the following segments: Platform and Devices. The Platform segment includes the sale of digital advertising and distribution of streaming services. The Devices segment is involved in the sale of streaming players, Roku-made televisions, smart home products and services, audio products, and related accessories. The company was founded by Anthony J. Wood in October 2002 and is headquartered in San Jose, CA.

Roku Inc - Ordinary Shares - Class A

Roku Inc

Rokus strong Q3 results, including an earnings beat and growth in platform advertising, are drawing attention, but traders are debating how much the results matter while the Fox acquisition is pending. Some see solid business momentum, while others focus on the deals effective price ceiling, the lack of forward guidance, and regulatory uncertainty.

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 CEO abruptly left for Meta ahead of Investor Day, sparking a sharp selloff and volatile trading. Reaffirmed guidance and former CEO Dev Ittycherias return as interim leader have encouraged dip-buying, while others remain concerned about succession uncertainty and the companys valuation.

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Marvell Strikes $115B Deal To Acquire Lumentum: CEO Sees ‘Once In A Generation’ Opportunity In AI Optical Shift

Marvells agreed all-stock acquisition of Lumentum is driving attention, with LITE shares selling off as traders focus on the fixed share exchange, exposure to Marvells stock, and the long path to closing. Many holders criticize the terms and question whether the deal will win approval, while others see strategic value in combining Marvells connectivity business with Lumentums AI-optics technology and view the drop as a buying opportunity.

MRVL Stock Price Target Slashed In Half: ‘Material Headwinds’ After Lumentum Deal, TD Cowen Says In Downgrade

LITEs move appears tied to a rebound after the sharp selloff following Marvells proposed $115 billion all-stock acquisition. Investors are weighing the fixed 4.5-for-1 exchange and lengthy closing timeline against the strategic rationale, while concerns about dilution and deal timing remain.

$HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Lumentum Holdings Inc. (NASDAQ: LITE)

$HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Lumentum Holdings Inc. (NASDAQ: LITE) $HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Lumentum Holdings Inc. (NASDAQ: LITE)PR NewswireNEW YORK, Nov. 3, 2026 NEW YORK, Nov. 3, 2026 /PRNewswire...

MRVL's Proposed LITE Buyout Suggests Long-Term AI Infrastructure Boom 

MRVL's proposed $115 billion LITE acquisition highlights surging demand for AI photonics, major synergies and expanding opportunities in AI infrastructure.


Equity

TD Cowen downgraded Marvell to ‘Hold’ from ‘Buy’ and slashed its price target down to $175 from $350.


NVDA Shares Inch Higher Overnight After 4-Day Rout: Chipmaker Reportedly Tells Cloud Clients To Limit China Exposure

Separately, Nvidia reportedly had a role to play in Marvell’s massive deal to acquire Lumentum, announced on Monday.


Are LITE, MRVL, MFIC Obtaining Fair Deals for their Shareholders?

Are LITE, MRVL, MFIC Obtaining Fair Deals for their Shareholders? Are LITE, MRVL, MFIC Obtaining Fair Deals for their Shareholders?PR NewswireNEW YORK, Nov. 2, 2026 Insiders may stand to receive substantial financial benefits not available to ordinary shareholders. The proposed transactions may...

Gary Black Cautions Tesla Shareholders On SpaceX Merger Risks: Says Marvell-Lumentum Deal Reaction Offers Early Warning

Gary Black said in a post on X that in large, complex all-stock transactions with extended timelines, traders typically sell the acquirer’s shares, reducing the effective value delivered to the target’s shareholders.


COHR Stock Draws Upgrade As Marvell’s $115B Lumentum Deal Highlights ‘Value Of Scarce AI Optics’

Northland upgraded Coherent following a steep share-price pullback, while JPMorgan maintained its bullish outlook on optical demand ahead of the company's quarterly earnings.

Lumentum (LITE) Beats Q1 Earnings and Revenue Estimates

Lumentum (LITE) delivered earnings and revenue surprises of +8.29% and +0.98%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

LITE Stock Alert: Halper Sadeh LLC is Investigating Whether Lumentum Holdings Inc. is Obtaining a Fair Price for its Shareholders

Halper Sadeh LLC, an investor rights law firm, is investigating the sale of Lumentum Holdings Inc. (NASDAQ: LITE) to Marvell Technology, Inc. for 4.500 shares of Marvell common stock for each share of Lumentum common stock. Upon closing of the proposed transaction, Lumentum shareholders will own...

Marvell To Acquire Lumentum In $115 Bln All-Stock Deal

(RTTNews) - Marvell Technology, Inc. (MRVL), a fabless semiconductor company, said Monday that it has agreed to acquire optical and photonic products maker Lumentum Holdings Inc. (LITE) in an all-stock deal with an implied enterprise value of $115 billion...

$LITE Q1 &#39;27 Earnings Results &amp; Recap

• Reported GAAP EPS of $4.57 up 315.45% YoY
• Reported revenue of $1.26B up 136.53% YoY
• Lumentum expects Q2 FY2027 net revenue of $1.58B to $1.63B, non-GAAP operating margin of 45.0% to 46.0%, and non-GAAP diluted earnings per share of $5.90 to $6.20.

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Lumentum Holdings Inc

 Q1 '27 Earnings Results & Recap

• Reported GAAP EPS of $4.57 up 315.45% YoY
• Reported revenue of $1.26B up 136.53% YoY
• Lumentum expects Q2 FY2027 net revenue of $1.58B to $1.63B, non-GAAP operating margin of 45.0% to 46.0%, and non-GAAP diluted earnings per share of $5.90 to $6.20.

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Stocktwits Earnings

• Reported GAAP EPS of $4.57 up 315.45% YoY
• Reported revenue of $1.26B up 136.53% YoY
• Lumentum expects Q2 FY2027 net revenue of $1.58B to $1.63B, non-GAAP operating margin of 45.0% to 46.0%, and non-GAAP diluted earnings per share of $5.90 to $6.20.

Lumentum reported a $758.8M decrease in cash, cash equivalents, and short-term investments; product mix can materially impact profitability, and supplier ability to meet forecasted production and delivery requirements is a stated risk.

Lumentum secured a second major NPO/CPO win backed by purchase commitments exceeding $5B; OCS demand visibility expanded significantly, pump lasers and OCS led growth, and cloud modules showed improvement on gross margin.

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.

Extremely Bullish Sentiment

<ul class="summary-bullets"><li>TD Cowen’s downgrade comes after Marvell announced its acquisition of Lumentum.</li><li>The firm said the deal could dilute earnings in its first year and questioned its timing given market cycles.</li><li>It added that while the strategic rationale makes “some sense,” MRVL stock is unlikely to “work” in the near or medium term.</li></ul>Marvell (MRVL) shares were on track to rebound on Tuesday morning after a double-digit dip in the previous session, but TD Cowen sees "material headwinds” for the stock after its acquisition of Lumentum (LITE).The firm downgraded the stock to ‘Hold’ from ‘Buy’ and slashed its price target on Marvell by 50% to $175, down from $350. It said that the Marvell-Lumentum deal is likely to dilute earnings in the first year and doesn’t think it was well-timed given market cycles.&nbsp;The strategic rationale "makes some sense, but we don't think the stock is likely to 'work' near- or medium-term," the firm said in a note to investors cited by TheFly.<h2 class="st-heading-2">MRVL, LITE Shares Rebound After Sharp Selloff</h2><a href="https://stocktwits.com/symbol/MRVL">MRVL stock</a> rose around 3% in pre-market trade. On Stocktwits, retail sentiment around the company trended in ‘bullish’ territory over the past day, and chatter rose to ‘extremely high’ from ‘high’ levels. Platform data showed an over 2,000% surge in message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/image_38_9cd9866085.png" alt="image (38).png" width="1276" height="698"><figcaption>MRVL stock retail sentiment on November 3 as of 5:30 a.m. ET | Source: Stocktwits</figcaption></figure>The rebound follows the stock's drop to three-month lows after a 12% dip in the previous session.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261103_054518578_709f77ceb6.png" alt="koyfin_20261103_054518578.png" width="2400" height="1240"><figcaption>MRVL stock price performance year-to-date on November 3 as of 5:30 am ET | Source: Koyfin</figcaption></figure><a href="https://stocktwits.com/symbol/LITE">LITE stock</a> also gained in pre-market trading, up around 2.2%, after an 18.5% drop in the previous session. Retail sentiment around the shares on Stocktwits trended in ‘extremely bullish’ territory over the past day, and chatter rose to ‘extremely high’ from ‘high’ levels. Platform data showed an increase of over 7,200% in message volume over the last 24 hours.<h2 class="st-heading-2">Retail Traders Debate Deal Risks, Opportunities</h2>Retail commentary reflected differing views on the acquisition and the stocks’ sharp declines. One trader argued that Lumentum canceling the deal would be a more positive signal than proceeding.Others pushed back against the negative reaction, saying it could open opportunities for Marvell and expressing confidence in the company’s prospects.<stembedurl>https://stocktwits.com/ISellUOptions/message/667949289</stembedurl><stembedurl>https://stocktwits.com/Graduate/message/667993749</stembedurl>MRVL stock has nearly doubled year-to-date, while LITE stock is up over 75%.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/elon-musk-warns-of-ai-shakeout-while-zuckerberg-pichai-nadella-jassy-discuss-the-costs-mag-7-voices-this-week/cZUKmssR9cO">Elon Musk Warns Of AI Shakeout, While Zuckerberg, Pichai, Nadella, Jassy Discuss The Costs: MAG 7 Voices This Week</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of Marvell Technology, Inc. is displayed on a smartphone screen.

Marvell (MRVL) shares were on track to rebound on Tuesday morning after a double-digit dip in the previous session, but TD Cowen sees "material headwinds” for the stock after its acquisition of Lumentum (LITE).

MRVL Stock Unlikely To ‘Work’ Near Term, TD Cowen Says In Downgrade

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

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Investors are navigating a complex arbitrage play where the stock is contractually tethered to a 4.5x ratio of a merger partner's shares until 2028.

Outraged investors are calling for board resignations, class-action lawsuits, and voting against the merger, citing poor deal structure and fiduciary breaches.

The stock's sharp decline is being interpreted as a broader sign that the AI infrastructure bubble is finally beginning to burst.

Traders are intensely debating whether the acquisition will actually finalize or if rising volatility will force a cancellation or price renegotiation.

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '27	$5.72	--	--	N/A
Q1 '27	$4.22	$4.57	8.22%	BEAT
Q4 '26	$2.97	$3.23	8.80%	BEAT
Q3 '26	$2.27	$2.37	4.57%	BEAT
Q2 '26	$1.41	$1.67	18.55%	BEAT

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LITE Earnings

Latest Earnings Results: Q1 '27

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