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Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is surging after hours as investors react to a significant earnings beat and aggressive forward revenue guidance that exceeded analyst expectations. Despite strong fundamentals and a massive backlog, community sentiment remains divided as market participants weigh the company's impressive growth against persistent concerns regarding corporate governance and institutional trust.

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

Velo3D Inc

Velo3D is trending as investors digest a series of positive analyst initiations, including a significant price target, while community members focus on the company's recent expansion of its production footprint and its strategic role in the aerospace and defense sectors. While some traders are expressing concern over recent volatility and potential share lock-up expirations, others remain bullish, viewing the current price action as a buying opportunity based on the company's long-term manufacturing potential and institutional backing.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is surging after delivering a strong earnings beat, featuring revenue that doubled year-over-year and an expanding backlog now exceeding $100 billion, signaling robust, ongoing demand for AI infrastructure. The community is heavily focused on the stock's significant short interest and the potential for a massive short squeeze, with active debates centered on whether the companys heavy capital expenditure and debt load will successfully scale into long-term profitability or result in future dilution.

Quantum Corp. engages in the manufacture of computer storage devices. It provides solutions for storing and protecting information in physical, virtual, and cloud environments. Its products and services include Myriad All-Flash File and Object, StorNext File System Unified Surveillance Platform, ActiveScale Object Storage, DXi Backup Appliances, Scalar Tape Storage, CatDV Media Asset Management, and Cloud-Based Analytics. The company was founded by Joel N. Harrison and James M. McCoy in 1980 and is headquartered in Centennial, CO.

Quantum Corp

Quantum Corporation is trending as investors react to a significant earnings-driven breakout, with community sentiment deeply divided between those betting on an AI-fueled storage rally and short sellers anticipating a classic pump-and-dump reversal. Traders are actively debating whether the stock's recent volatility is a genuine fundamental turnaround or another speculative cycle exacerbated by its name, while many monitor for potential equity offerings and sharp price retracements.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following business segments: Walmart U.S., Walmart International, and Sam's Club. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is currently the focus of heavy options activity as investors position themselves ahead of the upcoming Q2 earnings report. The community remains divided between those viewing the stock as a defensive safe haven and those concerned about its recent technical weakness and valuation compared to other retail giants.

T1 Energy, Inc. engages in providing energy solutions focused on solar module and solar cell manufacturing. It focuses on building an integrated U.S. supply chain for solar and batteries. The company was founded by Tom Einar Jensen, Peter Matrai, and Tore Ivar Slettemoen on August 31, 2023 and is headquartered in Austin, TX.

T1 Energy Inc.

T1 Energy Inc. is trending as investors debate the impact of potential new polysilicon tariffs and ongoing volatility surrounding the firm's G2 Austin facility expansion. While some in the community see a deep-value opportunity based on long-term data center energy demand, others are actively questioning management's communication, financing timelines, and recent capital expenditure updates.

Definium Therapeutics, Inc. operates as clinical stage biopharmaceutical company, which engages in developing novel product candidates to treat brain health disorders. The company was founded by Stephen L. Hurst, Scott M. Freeman, Leonard Latchman and Jamon Alexander Rahn on July 26, 2010 and is headquartered in New York, NY.

Definium Therapeutics Inc.

Definium Therapeutics is trending following positive Phase 3 results for its lead drug candidate, which have fueled significant investor optimism and increased trading volume. The community is actively debating the stock's potential for further growth versus the risks of imminent share dilution as shareholders prepare for upcoming catalysts, including additional Phase 3 trial data expected later this year.

RUM Group, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

Rumble is trending as investors focus on the company's strategic pivot toward AI infrastructure following its acquisition of Northern Data, a move that has significantly expanded its GPU capacity and data center footprint. The community is actively debating the potential for a massive short squeeze due to record-high short interest, while simultaneously analyzing upcoming earnings and formal guidance as key catalysts for a long-term re-rating.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Inc. is seeing heightened trading volume and social media buzz as investors anticipate a major earnings report, fueled by optimism over recent defense contract wins and the stock's significant short interest. The community is actively debating the potential for a short squeeze, with many users highlighting strategic partnerships and institutional interest as catalysts for a potential move toward double-digit pricing.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXTI is trending due to its pivotal role as a key supplier of Indium Phosphide substrates for the AI data center optical buildout, bolstered by strong institutional interest and long-term capacity agreements. The community is actively debating the stock's future trajectory, with bulls highlighting the potential for significant upside due to supply bottlenecks, while bears express caution regarding geopolitical risks and potential valuation volatility.

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POET Technologies is trending as investors monitor the company's progress toward commercializing its optical interposer technology amidst a broader surge in AI infrastructure and photonics demand. Market attention is currently hyper-focused on the company's anticipated quarterly earnings and the execution of its production ramp, with community discussions heavily weighing recent developments from key partners like Lumilens.

Why Is AAOI Stock Surging 10% Premarket?

Equity

Applied Optoelectronics beat Q2 expectations, triggering a rise in its shares and those of peers.


Tuesday Sector Leaders: Semiconductors, Computer Peripherals

In trading on Tuesday, semiconductors shares were relative leaders, up on the day by about 6.2%. Leading the group were shares of Applied Optoelectronics, up about 21.4% and shares of POET Technologies up about 15.6% on the day.

Also showing relative strength are computer peri...

COHR, LITE, POET, AAOI, MRVL Stocks Gain On Trump’s Reported China Ban On Data Center Import Parts

According to a Reuters report, the move could benefit Coherent and Lumentum by shifting demand toward U.S.-made optical transceivers.


COHR, AAOI, LITE, POET: Photonic Stocks Join Google Capex-Fueled AI Rally

Investor interest in all four has surged as hyperscalers ramp AI infrastructure spending.


POET Stock Has Seen Its Biggest Jump In A Month: How Much More Upside Does Wall Street See?

According to Koyfin data, the 12-month average price target for POET Technologies is $17.50, implying nearly 99% upside from its last close.

POET Technologies Shares Climb as Chart Defends 200-Day Moving Average

POET Technologies shares are trading higher Thursday afternoon as risk-on appetite lifts high-beta tech names and traders lean into a momentum rebound attempt.read more...

CLASS ACTION DEADLINE TONIGHT: Faruqi & Faruqi, LLP Reminds POET Technologies (POET) Investors of Securities Class Action Deadline on June 29, 2026

Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against POET Technologies, Inc. (POET Technologies or the Company) (NASDAQ: POET) and reminds investors of the June 29, 2026 deadline to seek the role of lead plaintiff in a federal securities class...

POET Technologies Inc. Sued for Securities Law Violations - Contact the DJS Law Group to Discuss Your Rights - POET

POET Technologies Inc. Sued for Securities Law Violations - Contact the DJS Law Group to Discuss Your Rights - POET POET Technologies Inc. Sued for Securities Law Violations - Contact the DJS Law Group to Discuss Your Rights - POET PR Newswire LOS ANGELES, June 29, 2026 LOS ANGELES, June 29, 2026...

POET Investors Have Opportunity to Lead POET Technologies Inc. Securities Fraud Lawsuit with the Schall Law Firm

POET Investors Have Opportunity to Lead POET Technologies Inc. Securities Fraud Lawsuit with the Schall Law Firm POET Investors Have Opportunity to Lead POET Technologies Inc. Securities Fraud Lawsuit with the Schall Law Firm PR Newswire LOS ANGELES, June 29, 2026 LOS ANGELES, June 29, 2026...

Why Everyone's Talking About Poet Technologies Stock Right Now

Key PointsPoet Technologies develops optical technology to help move data between processors inside data centers...

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POET_Technologies

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

Bullish Sentiment

Hold rates steady

Cut 25 bps

Hike 25 bps

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.

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Stocktwits Polls

Investors are frustrated and confused by the lack of an officially confirmed earnings date, forcing them to guess between multiple conflicting estimates.

The market is closely monitoring the manufacturing ramp in Malaysia to see if promised output and shipping milestones can be validated.

Bullish sentiment is driven by surging AI infrastructure spending and optical supply constraints favoring specialized photonics providers.

High hopes hinge on large-scale collaborations like Lumilens, which provide long-term framework potential and massive order volume visibility.

Battle lines are drawn between high short interest and retail investors banking on a massive squeeze fueled by potential fundamental breakthroughs.

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