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Mineralys Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which focuses on developing medicines to target diseases driven by abnormally elevated aldosterone. Its clinical-stage product candidate, lorundrostat, is a proprietary, orally administered, highly selective aldosterone synthase inhibitor that are initially developing for the treatment of cardiorenal conditions affected by abnormally elevated aldosterone, including hypertension and chronic kidney disease. The company was founded by Brian Taylor Slingsby on May 31, 2019 and is headquartered in Radnor, PA.

Mineralys Therapeutics Inc

AstraZenecas reported Baxfendy sales have traders questioning how quickly the new aldosterone-inhibitor class can gain coverage and commercial traction, weighing on expectations for Mineralys planned launch. Some see the early sales as a normal reimbursement ramp for a chronic treatment, while others worry that a slow launch and competition could constrain lorundrostats sales potential.

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

Inovios FDA approval of Voceryq, a competing treatment for recurrent respiratory papillomatosis, has put pressure on Precigens PAPZIMEOS and raised concerns about competition. Traders debate the threat to Precigens sales against its first-mover and full-approval advantages, while noting Voceryqs accelerated-approval status and commercialization hurdles.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco is drawing attention after Piper Sandler lowered its price target, keeping a Neutral rating while pointing to concerns that networking growth may be peaking and valuations could compress. Traders are debating whether the selloff is justified or an overreaction, with bulls pointing to continued AI-infrastructure demand and bears focused on weak price action.

Zebec Network (ZBCN) is a cryptocurrency launched in 2022and operates on the Solana platform. Zebec Network has a current supply of 99,998,768,617.445403. The last known price of Zebec Network is 0.00204055 USD and is down -0.09 over the last 24 hours. It is currently trading on 133 active market(s) with $10,537,951.06 traded over the last 24 hours. More information can be found at https://zebec.io/.

Zebec Network

Traders are focused on reported MoneyGram connectivity and Zebecs broader payroll and payments expansion, viewing real-world adoption and potential token demand as bullish catalysts. Others remain skeptical, pointing to weak price follow-through and questioning whether business growth will translate into sustained ZBCN usage or buybacks.

Amgen, Inc. is a biotechnology company, which engages in the discovery, development, manufacture, and marketing of human therapeutics. The company was founded by William K. Bowes, Jr., Franklin Pitcher Johnson, Jr., George B. Rathmann, and Joseph Rubinfeld on April 8, 1980 and is headquartered in Thousand Oaks, CA.

AMGEN Inc.

Positive Phase 3 data for Amgens IMDELLTRAImfinzi combination in small-cell lung cancer is supporting bullish attention as shares reach a fresh high, with traders also focused on the upcoming earnings report and a Sjgrens disease readout. Put-heavy options activity is being debated as possible earnings hedging rather than a clear bearish bet, alongside call buying and momentum interest.

ZIM Integrated Shipping Services Ltd. engages in the provision of shipping and logistics services. It offers shipping solutions, including the transportation of out-of-gauge cargo, refrigerated cargo, and dangerous and hazardous cargo. The company was founded on June 7, 1945 and is headquartered in Haifa, Israel.

Zim Integrated Shipping Services Ltd

ZIMs attention is centered on its higher full-year outlook, which traders link to persistently strong container freight rates and demand, boosting expectations for earnings and dividends. The community is also debating whether Hapag-Lloyds acquisition can clear Israeli regulatory objections, with some favoring a sale and others preferring standalone cash generation and dividends.

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 breakout to a 52-week high ahead of the expected Q3 report has traders focused on BRIUMVIs sales momentum, while unconfirmed buyout speculation and call-heavy options activity add to the buzz. The community is split on whether the rally reflects earnings positioning and potential short covering or anticipation of a deal; no buyout has been confirmed.

Devon Energy Corp. engages in the exploration, development, and production of oil and natural gas properties. It develops and operates Delaware Basin, Eagle Ford, Heavy Oil, Barnett Shale, STACK, and Rockies Oil. The company was founded by J. Larry Nichols and John W. Nichols in 1971 and is headquartered in Oklahoma City, OK.

Devon Energy Corp.

Devons agreed sale of its Eagle Ford assets to Crescent is driving attention, following earlier speculation about asset divestitures and pressure to streamline the company after its Coterra merger. Traders are divided on whether the sale improves focus and capital allocation, with some questioning why the shares have not responded more strongly.

ProShares Trust - ProShares UltraPro Short QQQ -3x Shares

ProShares UltraPro Short QQQ

SQQQ is drawing attention as traders react to a sharp tech-led Nasdaq selloff and falling futures, with worries about AI spending returns and disappointing tech results reinforcing bearish bets. Many are buying or holding SQQQ as a hedge, while others warn that the leveraged ETF can reverse quickly; separate Iran-deal chatter remains unverified and contested.

3M Co. is a technology company, which engages in manufacturing industrial, safety, and consumer products. It operates through the following segments: Safety and Industrial, Transportation and Electronics, Consumer, and Corporate. The Safety and Industrial segment consists of personal safety, industrial adhesives and tapes, abrasives, closure and masking systems, electrical markets, automotive aftermarket, and roofing granules. The Transportation and Electronics segment includes electronics, automotive and aerospace, commercial solutions, advanced materials, and transportation safety. The Consumer segment covers consumer healthcare, home care, home improvement, and stationery and office products, such as consumer bandages, braces, supports, respirators, cleaning products, retail abrasives, picture hanging, and consumer air quality solutions. The Corporate segment refers to special items and other corporate expenses. The company was founded by Henry S. Bryan, Hermon W. Cable, John Dwan, William A. McGonagle, and J. Danley Budd in 1902 and is headquartered in St. Paul, MN.

3M Co.

3Ms earnings beat and raised outlook, alongside its expanded Amazon data-center partnership, are driving attention. Bulls see the deal as a growth opportunity, while skeptics note that Amazons purchase threshold is conditional and call the rally overdone, with bearish traders discussing puts.

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The decline appears tied mainly to a broader selloff in AI and chip stocks, with traders pointing to weak market conditions and pressure across the sector. Frustration over the lack of concrete POET news and doubts about its production ramp also weighed on sentiment.

 LITE, COHR, AAOI, POET Rise Overnight After Lumentum CEO Says Optical Parts Are ‘Completely Sold Out’ Through Early 2029

Equity

AI data center demand is straining optical component supplies, according to Lumentum Holdings’ Michael Hurlston.


Jim Cramer Recommends Buying This Energy Stock: It Is 'Too Cheap'

Jim Cramer favors undervalued Kinder Morgan and high-yield MPLX, warns StandardAero may fall, and avoids money-losing POET Technologies.read more...

What's Going On With POET Technologies Stock?

POET Technologies shares are rising Thursday after reporting upbeat second-quarter results and disclosing new optical chip orders.read more...

POET Stock Gains After Sixth Straight Quarter Of Revenue Growth – CEO Says 2026 Production Ramp ‘On Schedule’

Management expects to begin shipping substantial production volumes for customer qualification during the remaining quarters of 2026, with further updates expected in September.


Lumentum's Upbeat Report Sparks Photonics Rally: Coherent's Earnings Up Next

Investor interest in photonics is rising as hyperscalers ramp AI spending, fueling expectations for a multi-year boom for optical connectivity tech providers.


Why Is AAOI Stock Surging 10% Premarket?

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.

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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

<ul class="summary-bullets"><li><a class="mention" data-mention="$LITE" data-symbol-id="LITE" href="https://stocktwits.com/symbol/LITE" target="_blank">Lumentum</a> expects significant supply shortfalls for some products through 2028.</li><li>Nvidia invested $2 billion each in Lumentum and peer Coherent earlier this year.</li><li>AAOI shares rose 3% in overnight trading late Thursday, leading gains among optics stocks, after Hurlston’s comments.</li></ul>Optical component stocks jumped in overnight trading late Thursday after Lumentum Holdings Inc. (LITE) CEO Michael Hurlston said the company’s optoelectronic products were completely sold out through&nbsp;early 2029, underscoring surging demand for AI data center infrastructure.Shares of Applied Optoelectronics Inc. (AAOI) rose 3%, while Lumentum and Coherent Corp. (COHR) rose about 1.4% each and POET Technologies (POET) gained nearly 1%.In an interview with Bloomberg in Tokyo on Friday, Hurlston said Lumentum was struggling to keep up with demand from technology companies racing to build faster AI data centers.The company cannot meet demand for some products through next year and expects a 30% shortfall for others through 2028, he said. “We are completely sold out, so there’s no end in sight,” Hurlston told the news agency.The latest comments reinforce his earlier outlook that Lumentum’s production capacity would be fully booked through 2028, highlighting growing supply constraints in the optical components industry.<h2 class="st-heading-2">Nvidia Backs Optical Component Makers</h2>Lumentum supplies advanced indium phosphide devices that enable high-speed data transmission and cloud computing. The technology is becoming increasingly important as AI workloads require faster connections between servers and computing systems.Nvidia Corp. (NVDA) invested $2 billion each in Lumentum and Coherent earlier this year, highlighting the growing importance of optical technologies to its AI infrastructure strategy.However, expanding production capacity remains a challenge. Hurlston said building new manufacturing capacity takes three to five years, although hyperscalers are willing to shoulder some of the capital expenditure risk through long-term commitments.<h2 class="st-heading-2">Optical Stocks Ride AI Infrastructure Boom</h2>Optical component stocks have been among the biggest beneficiaries of this year's AI infrastructure rally, as hyperscalers ramp up spending on data centers and high-speed networking.<a href="https://stocktwits.com/symbol/SOXX">LITE stock</a> has gained 185% year-to-date, while Coherent and Applied Optoelectronics shares have surged 64% and 204%, respectively.On Stocktwits, retail sentiment for AAOI&nbsp;rose to&nbsp;‘extremely bullish’ from ‘bullish’ as of late Thursday. Sentiment remained ‘bullish’ for LITE and ‘bearish’ for COHR and POET.“AAOI wouldn’t be surprised to see this rip higher like nobody’s business tomorrow. I loaded the boat today,”&nbsp;<a href="https://stocktwits.com/ProspernCapital/message/666110213">said</a> a trader.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/chip-cloud-stocks-edge-up-overnight-after-open-ai-s-50-b-revenue-figure-sparks-selloff-analyst-calls-reaction-overblown/cZD6J6GRBV9">Chip, Cloud Stocks Edge Up Overnight After OpenAI’s $50B Revenue Figure Sparks Selloff: Analyst Calls Reaction ‘Overblown’</a>

A close-up of AI cloud data center racks with servers, cables, and blinking lights. (Photo by Joan Cros/NurPhoto via Getty Images)

AI data center demand is straining optical component supplies, according to Lumentum Holdings’ Michael Hurlston.

LITE, COHR, AAOI, POET Rise Overnight After Lumentum CEO Says Optical Parts Are ‘Completely Sold Out’ Through Early 2029

Applied Optoelectronics Inc

Coherent Corp

Lumentum Holdings Inc

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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.

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Investors are buzzing about a potential industry shake-up following news of Marvell pursuing Lumentum, fueling takeover rumors for independent optical plays.

Bullish sentiment is building around rising AI infrastructure demands and tightening laser component supply, potentially positioning the firm as a key player.

Aggressive retail buying amid perceived undervaluation and heavy short interest has the community eyeing a major move as they bet against bearish positions.

Current Price	$5.20
Prev Close	$5.66
Open	$5.24
Dividend Yield	0.00%
50-Day Moving Average	$7.09
Beta	2.49
Avg. Volume	8.16M
PE Ratio	-8.95

52-Week High	$20.81
52-Week Low	$3.87
Market Capitalization	$899.9M
EPS (Annual)	-$0.6759
Price to Book	1.06
Revenue Per Employee	N/A

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