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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia is caught in a sharp AI and semiconductor selloff as traders worry that election-driven resistance to data-center construction could slow infrastructure spending and chip demand. The community is divided between viewing the move as an overreaction to political uncertainty, with AI demand still intact, and seeing it as a broader repricing of an overheated AI trade and its financing risks.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IRENs quarterly results and conference call are driving discussion: traders point to rapid AI-cloud growth, a larger backlog and new customer contracts, while the rollout of its contracted revenue target has slipped and substantial capital needs remain. The reaction is divided, with bulls emphasizing demand and execution and bears focused on debt, funding and delivery risk amid a sharp selloff in AI-infrastructure stocks.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings Q3 results missed expectations and the company cut its full-year outlook, prompting a sharp selloff and criticism of management. Traders are debating whether heavy investment in its Predictions business and promotional spending can drive future growth or are weighing on profitability, while some remain bullish on customer growth and the platforms potential.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

AAOIs earnings-driven selloff dominates discussion: despite strong revenue and EPS growth, traders focused on fourth-quarter revenue guidance below expectations and delays to U.S. capacity expansion, alongside broader weakness in AI-linked stocks. Bulls view the decline as an overreaction given data-center demand and a new hyperscaler agreement, while bears question execution, margins and the growth outlook.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron is caught in a broad semiconductor and AI-stock selloff as traders worry that political uncertainty and possible data-center restrictions could slow AI infrastructure spending; forced selling and market-wide weakness appear to have intensified the drop. The community is split between calling the move an overreaction and buying on valuation and continued memory demand, and warning that the decline may deepen if AI spending expectations weaken.

VanEck ETF Trust - VanEck Semiconductor ETF

VanEck Semiconductor ETF

A sharp semiconductor selloff has focused attention on fears that post-election opposition or regulation could slow data-center construction and weaken AI chipmakers capital-spending outlook; traders also cite crowded positioning and possible forced selling. The community is split between warnings that AI spending and returns may disappoint and dip buyers who view the decline as an overreaction to still-strong demand.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is drawing attention after plunging with semiconductor and AI-infrastructure stocks as traders reassess whether election-related scrutiny of data centers could slow construction and chip spending. The community is split between viewing the selloff as an overreaction while AI demand remains strong and warning that slower investment or an unwind of the AI trade could keep pressure on shares.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk is caught in a sharp semiconductor selloff as traders worry that election results and calls for AI regulation could slow data-center expansion and weaken demand expectations. The community is split between fears of further forced selling and views that the decline is an overreaction because memory demand and company fundamentals remain strong.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

CELH is drawing attention after reporting better-than-expected third-quarter results, with Alani Nu growth lifting the portfolio while the flagship Celsius brand declined. Traders welcomed the earnings beat but debated whether core-brand weakness and margin pressure could limit the upside, with some attributing the muted share reaction to broader market weakness.

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 amid a steep decline alongside the broader rare-earth and critical-minerals sector, despite traders highlighting a quarterly earnings beat, expected GM magnet deliveries, and strong demand for domestic supply. The community is split between frustration over the selloff and concerns about execution, profitability, and China-related uncertainty, versus long-term optimism about MPs strategic position and government support.

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How to Find Strong Computer and Technology Stocks Slated for Positive Earnings Surprises

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PLAB Investors Have Opportunity to Lead Photronics, Inc. Securities Fraud Lawsuit with SBS Law

Schall, Brown & Schwartz LLP (SBS), a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Photronics, Inc. (Photronics or the Company) (NASDAQ: PLAB) for violations of 10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated...

PLAB CLASS ACTION DEADLINE TONIGHT: Faruqi & Faruqi, LLP Reminds Photronics Investors of Securities Class Action Lawsuit Deadline on September 4, 2026

Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Photronics, Inc. (Photronics or the Company) (NASDAQ: PLAB) and reminds investors of the September 4, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that...

Class Action Lawsuit Filed Against Photronics (PLAB): What Investors Need to Know by September 4 Lead Plaintiff Deadline

Class Action Lawsuit Filed Against Photronics (PLAB): What Investors Need to Know by September 4 Lead Plaintiff Deadline Class Action Lawsuit Filed Against Photronics (PLAB): What Investors Need to Know by September 4 Lead Plaintiff Deadline PR Newswire SAN FRANCISCO, Sept. 3, 2026 Hagens Berman...

Faruqi & Faruqi, LLP Urges Photronics, Inc. (NASDAQ: PLAB) Investors to Seek Counsel Before September 4, 2026 Lead Plaintiff Deadline in the Securities Class Action

Faruqi & Faruqi, LLP Urges Photronics, Inc. (NASDAQ: PLAB) Investors to Seek Counsel Before September 4, 2026 Lead Plaintiff Deadline in the Securities Class Action Faruqi & Faruqi, LLP Urges Photronics, Inc. (NASDAQ: PLAB) Investors to Seek Counsel Before September 4, 2026 Lead Plaintiff Deadline...

PLAB Deadline: PLAB Investors with Losses in Excess of $100K Have Opportunity to Lead Photronics, Inc. Securities Fraud Lawsuit

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Photronics (PLAB) Securities Fraud Class Action Alert: PLAB Investors Face Sept. 4 Deadline - Hagens Berman

Hagens Berman alerts investors in Photronics, Inc. (NASDAQ: PLAB) to the September 4, 2026 lead plaintiff deadline in a class action claiming the company misled investors about demand and the outlook for its high-end integrated circuit (IC) photomask line.Submit Your Losses to Hagens BermanINVESTOR...

FRIDAY PLAB INVESTOR DEADLINE: Photronics, Inc. Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit

FRIDAY PLAB INVESTOR DEADLINE: Photronics, Inc. Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit FRIDAY PLAB INVESTOR DEADLINE: Photronics, Inc. Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit PR Newswire SAN DIEGO, Aug. 31, 2026 SAN...

Photronics, Inc. Investor Alert: Contact SBS by September 4, 2026 for Opportunity to Lead Securities Fraud Lawsuit

Photronics, Inc. Investor Alert: Contact SBS by September 4, 2026 for Opportunity to Lead Securities Fraud Lawsuit Photronics, Inc. Investor Alert: Contact SBS by September 4, 2026 for Opportunity to Lead Securities Fraud Lawsuit PR Newswire LOS ANGELES, Aug. 31, 2026 LOS ANGELES, Aug. 31, 2026...

Photronics, Inc. Sued for Securities Law Violations - Contact the DJS Law Group to Discuss Your Rights - PLAB

Photronics, Inc. Sued for Securities Law Violations - Contact the DJS Law Group to Discuss Your Rights - PLAB Photronics, Inc. Sued for Securities Law Violations - Contact the DJS Law Group to Discuss Your Rights - PLAB PR Newswire LOS ANGELES, Aug. 31, 2026 LOS ANGELES, Aug. 31, 2026 /PRNewswire...

Photronics, Inc. engages in the provision of photomasks, which are quartz or glass plates containing microscopic images of electronic circuits for use in the fabrication of integrated circuits and flat-panel displays. The company was founded by Constantine S. Macricostas in 1969 and is headquartered in Brookfield, CT.

Photronics, Inc.

Why Is PLAB Stock Rising Today?

Equity

Neutral Sentiment

<ul class="summary-bullets"><li>Third-quarter revenue rose 2.7% year-over-year to $216 million compared to an estimated $208.75 million.</li><li>Adjusted earnings per share stood at $0.5 compared to the Street estimate of $0.4.</li><li>For the fourth quarter, the company expects revenue to be between $207 million and $227 million.</li></ul>Shares of Photronics Inc. (PLAB), a manufacturer of integrated circuit and flat panel display photomasks, surged in Wednesday’s premarket after the company reported upbeat third-quarter performance.&nbsp;CEO George Macricostas highlighted that the firm was able to recognize a recovery of some of the temporarily delayed semiconductor design releases that occurred during the fiscal second quarter.“Continued high fab utilization rates throughout the industry have been a positive influence toward node migration trends, resulting in a record percentage for our high-end I.C. business at 44% of total I.C. revenue. Our investments in the U.S. and Korea remain on track as we continue to strengthen our position at the high end of the market over the coming years,” said Macricostas.PLAB&nbsp;<a href="https://stocktwits.com/symbol/PLAB">stock</a> jumped over 21% in pre-market trade, and was on track to hit highs seen in May.<h2 class="st-heading-2">PLAB’s Q3 Report</h2>Third-quarter (Q3) revenue rose 2.7% year-over-year (YoY) to $216 million compared to an estimated $208.75 million. Adjusted earnings per share (EPS) stood at $0.5 compared to the Street estimate of $0.4.The firm’s IC revenue rose 5% YoY to $154.7 million while FPD revenue fell 2% to $61.4 million. Its cash, cash equivalents, and short-term investments at the end of the quarter totaled $672.8 million.For the fourth quarter, the company expects revenue to be between $207 million and $227 million. This compares with a consensus estimate of $215.68 million. The firm expects adjusted earnings per share attributable to shareholders to be between $0.40 and $0.56, compared with the Street estimate of $0.42.<h2 class="st-heading-2">How Retail Reacted To PLAB’s Earnings</h2>On Stocktwits, retail sentiment rose to ‘extremely bullish’ territory from ‘bullish’ a day ago, amid ‘high’ levels of retail chatter.One user said they expected a better earnings report.<stembedurl>https://stocktwits.com/Buckanator/message/662867461</stembedurl>Another user believes that the stock is still in recovery mode and that a rally might commence once it hits $45.<stembedurl>https://stocktwits.com/H_hi/message/662867296</stembedurl>PLAB shares have lost nearly 17% this year without taking into account Wednesday’s premarket movement.Also Read: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/mstr-stock-price-target-slashed-by-100-bernstein-pushes-bitcoin-150-k-forecast-to-2027/cZYNug3RJYS">MSTR Stock Price Target Slashed By $100, Bernstein Pushes Bitcoin $150K Forecast To 2027</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

CEO George Macricostas highlighted that the firm was able to recognize a recovery of some of the temporarily delayed semiconductor design releases that occurred during the fiscal second quarter.

Vanguard Group, Inc. - Vanguard U.S. Multifactor ETF

Vanguard Group, Inc. - Vanguard U.S. Momentum Factor ETF

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A mix of both

Fundamental analysis looks at earnings, valuation, and business quality, while technical analysis focuses on chart patterns, price action, and indicators, and many investors blend the two. How do you decide what to buy: fundamentals or technicals? Vote and explain your reasoning in the comments.

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$PLAB this is definitely a value stock i don't see the risk here that is in the others, added at 26.5

Gene Farkus

$PLAB hey folks I’m new to this thread. My ai agent just identified this company as a top undervalued play in the ai buildout. I’m doing my research…what can you share? Is mngt strong? What are the biggest headwinds or tailwinds of this going much higher? Many thanks. 🙏

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