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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 facing significant volatility and a steep sell-off following federal indictments charging a company co-founder and two others with a multi-billion dollar scheme to illegally divert restricted AI hardware to China. While the company itself was not named as a defendant, investors are heavily debating whether this represents a deeper institutional governance failure, fueling uncertainty over potential delisting risks, further regulatory scrutiny, and the long-term integrity of the firm's leadership.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is facing intense downward pressure as technical support levels fracture, compounded by community frustration over delayed FSD milestones and skepticism regarding the company's valuation. Investors remain deeply divided, with some betting on a rebound driven by new solar manufacturing investments, while others warn of further declines due to ongoing supply chain volatility and broad market sentiment.

SSgA Active Trust - State Street SPDR S&P 500 ETF Trust

The S&P 500 ETF (SPY) is facing intense selling pressure as community sentiment shifts bearish amid reports of potential U.S. ground troop deployments in the Middle East and escalating regional conflict. Investors are actively debating whether current support levels will hold or if a deeper correction is imminent, with many expressing concern over the lack of a sustained bounce and the risks of holding positions over the weekend.

AleAnna, Inc. operates as a technology-driven energy company, which engages in supplying low-carbon natural gas and renewable natural gas to Italy. The company was founded in 2007 and is headquartered in Dallas, TX.

AleAnna Inc. - Ordinary Shares - Class A

AleAnna Inc. is gaining significant momentum as investors pivot toward energy stocks amid escalating Middle East geopolitical tensions and concerns over supply chain disruptions for natural gas. The community is actively discussing the company's low-float structure and recent reports of increased proved gas reserves, with many traders framing it as a strategic play for European energy independence.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

The Invesco QQQ Trust is experiencing intense selling pressure today as traders react to escalating geopolitical tensions in the Middle East and the volatility associated with triple witching options expiration. The community is heavily focused on the impact of energy sector instability, while active debates continue over whether to buy the current dip or prepare for a deeper bear market trend.

TMC the metals co., Inc. is a deep-sea minerals exploration company focused on the collection and processing of polymetallic nodules found on the seafloor in international waters of the Clarion Clipperton Zone in the Pacific Ocean (CCZ). These nodules contain high grades of four metals (nickel, copper, cobalt, manganese) which can be used as (i) feedstock for battery cathode precursors (nickel, cobalt and manganese sulfates, or intermediate nickel-copper-cobalt matte) for electric vehicles (EV) and renewable energy storage markets, (ii) copper cathode for EV wiring, energy transmission and other applications and (iii) manganese silicate for manganese alloy production required for steel production. The company was founded in 2021 and is headquartered in Vancouver, Canada.

TMC the metals company Inc

TMC is currently trending as investors weigh the significance of the company's recent 'substantial compliance' milestone from NOAA against broader market volatility and concerns over long-term regulatory approval. The community remains deeply divided, with bulls aggressively accumulating shares in anticipation of government-backed de-risking and potential production catalysts, while bears and skeptics question the company's cash burn and the validity of future royalty projections.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group Corp. is facing intense market volatility and negative investor sentiment as the community debates the broader economic fallout of the escalating conflict in the Middle East. Discussion is heavily focused on the company's declining valuation, concerns over potential share dilution, and the polarizing political discourse surrounding the administration's foreign policy and economic management.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. 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 Technology is seeing intense volatility as options market participants navigate 'triple witching' expiration alongside broader geopolitical anxiety, while long-term investors highlight the stock's massive earnings beat and strong AI-driven guidance as reasons for sustained bullish sentiment. Despite a sharp intraday pullback, the community remains deeply divided, with many actively debating whether the current price action represents a temporary manipulative flush or a structural peak for the memory sector.

USA Rare Earth, Inc. is domestic supplier of rare earth magnets and heavy rare earth elements. It is developing a vertically integrated, domestic supply chain for rare earth element magnet production, with a facility in Stillwater, Oklahoma, and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USA Rare Earth is trending due to the company's recent move to consolidate full control of the Round Top project, alongside intensifying domestic demand for critical minerals to support U.S. defense and semiconductor supply chains. The community is actively debating the impact of government-backed funding and potential price manipulation, while weighing the stock's long-term potential as a key player in the domestic mine-to-magnet infrastructure against current volatility.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

SPDR Gold Shares (GLD) is experiencing a period of intense volatility and bearish sentiment, driven by a strengthening U.S. dollar and a shift in market expectations regarding Federal Reserve rate policy. Community discussions reflect frustration over gold's failure to act as a traditional safe-haven hedge against geopolitical instability, with many traders actively debating whether the current sell-off presents a long-term accumulation opportunity or if further downside is likely amid broader market liquidation.

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<ul class="summary-bullets"><li>Vanda noted that in the Gemini-1 and Gemini-2 studies evaluating the efficacy of Imsidolimab, more than half of the patients achieved clear or almost clear skin by the fourth week, compared to 13% on placebo.</li><li>The company said that efficacy was maintained throughout an approximately 2-year maintenance period with monthly doses, and no flares occurred in the active treatment arm.</li><li>Vanda added that GPP is a rare disorder with prevalence estimates varying widely by region, ranging from approximately 2 to 124 cases per million worldwide.</li></ul>Vanda Pharmaceuticals Inc. (VNDA) on Wednesday announced that the U.S. Food and Drug Administration (FDA) has accepted its Biologics License Application for Imsidolimab for the treatment of Generalized Pustular Psoriasis (GPP).The company noted that if the FDA approves its application, Imsidolimab could address a significant unmet medical need in this rare and life-threatening disorder.<a href="https://stocktwits.com/symbol/VNDA">Vanda shares</a> were up nearly 5% in Wednesday’s pre-market trade. Retail sentiment on Stocktwits around the company trended in the ‘extremely bullish’ territory at the time of writing.<h2 class="st-heading-2">Vanda Says Over Half Of Patients Achieved Clear Or Almost Clear Skin</h2>Vanda noted that in the Gemini-1 and Gemini-2 studies evaluating the efficacy of Imsidolimab, more than half of the patients achieved clear or almost clear skin by the fourth week, compared to 13% on placebo.The company said that efficacy was maintained throughout an approximately 2-year maintenance period with monthly doses, and no flares occurred in the active treatment arm.Vanda added that GPP is a rare disorder with prevalence estimates varying widely by region, ranging from approximately 2 to 124 cases per million worldwide.“Imsidolimab builds on our growing expertise in rare orphan disorders and our anti-inflammatory portfolio. Imsidolimab represents a precision medicine approach targeting a disorder with a known genetic cause using a fully humanized monoclonal antibody against the IL-36 receptor,” said Vanda CEO Mihael H. Polymeropoulos.<h2 class="st-heading-2">What Does Vanda Do?</h2>Vanda Pharmaceuticals is a Washington-based biopharmaceutical company focused on the development and commercialization of therapies that cater to highly unmet medical needs.Imsidolimab is a fully humanized IgG4 monoclonal antibody that inhibits IL-36 receptor signaling. The company expects regulatory and patent exclusivity for the treatment to extend into the late 2030s.<a href="https://stocktwits.com/symbol/VNDA">VNDA stock</a> is down 7% year-to-date, but up 88% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rxrx-stock-soars-pre-market-on-q4-beat-recursion-reached-inflection-point/cZRy27nR46D">RXRX Stock Soars Pre-Market On Q4 Beat, Recursion CEO Says Company Has ‘Reached An Inflection Point’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Vanda Pharmaceuticals Inc. logo is pictured before a regular season Major League Baseball game between the Chicago White Sox and the Detroit Tigers on September 05, 2025. (Photo by Joseph Weiser/Icon Sportswire via Getty Images)

Vanda Pharma Stock Rises Pre-Market After FDA Accepts Imsidolimab Filing For Rare Skin Disorder

Vanda Pharma company noted that if the FDA approves its application, Imosidolimab could address a significant unmet medical need in this rare and life-threatening disorder.

Equity

The company noted that if the FDA approves its application, Imosidolimab could address a significant unmet medical need in this rare and life-threatening disorder.

<ul class="summary-bullets"><li>Kelce’s total ownership will remain below 5%.</li><li>The three-time Super Bowl champion will appear in Sleep Number’s national marketing campaigns, including television commercials and digital content across social and online platforms.</li><li>The deal also strengthens the company’s long-standing partnership with the NFL.</li></ul>Shares of Sleep Number Corp. (SNBR) jumped more than 10% after the opening bell on Wednesday after the company announced that Kansas City Chiefs star and three-time Super Bowl champion Travis Kelce became a minority shareholder.As part of the agreement, Kelce will acquire Sleep Number common stock on the open market and receive restricted stock units that vest over the initial three-year term. Kelce’s total ownership will remain below 5%, though he will become one of Sleep Number’s top shareholders.As part of the three-year agreement, Kelce will appear in Sleep Number’s national marketing campaigns, including television commercials and digital content across social and online platforms. President and CEO, Linda Findley, said that Kelce’s presence will be a “helpful accelerator” in a bid to attract new and younger consumers to the brand.The three-year collaboration with Kelce is a central to Sleep Number’s broader marketing strategy and further strengthens its partnership with the National Football League (NFL), which the company has served as an official partner since 2018.<h2 class="st-heading-2">Retail Reaction</h2>Retail sentiment for <a href="https://stocktwits.com/symbol/SNBR">SNBR</a> on Stocktwits shifted to ‘bullish’ from ‘neutral’ a day earlier.<img src="https://news.stocktwits-cdn.com/SNBR_jpg_cff0c4a2b2.webp" alt="SNBR.jpg">One user sees upside potential in the stock.<stembedurl>https://stocktwits.com/Mr__G/message/640636200</stembedurl>Earlier this month, Piper Sandler raised the stock’s price target to $12 from $5 and maintained a ‘Neutral’ rating, according to The Fly.Sleep Number will be hoping that Kelce’s involvement will bring a boost to sales, which fell 19.6% to $343 million in the third quarter, while net loss widened to $40 million.The stock has declined 42% over the past year.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/sbux-stock-climbs-7-premarket-after-q1-results/cmyg421R40I">SBUX Stock Jumps 7% Today – US Transactions Grow For The First Time In Two Years</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Tight end Travis Kelce #87 of the Kansas City Chiefs poses on the red carpet upon arrival for "The Kingdom" screening hosted by the Kansas City Chiefs at Kauffman Center for the Performing Arts.

NFL Star Travis Kelce Just Became A Minority Shareholder In This Mattress Company – Stock Gains 10%

Kelce will acquire Sleep Number common stock on the open market and receive restricted stock units that vest over the initial three-year term.

<ul class="summary-bullets"><li>Vanda said it disagrees with the FDA assessment, noting that phase-advance models are widely accepted in circadian rhythm research.</li><li>The company emphasized Tasimelteon’s well-established safety profile.&nbsp;</li><li>The company had recently received FDA approval for NEREUS (Tradipitant), a motion-sickness treatment aimed at preventing vomiting.</li></ul>Shares of Vanda Pharmaceuticals Inc. (VNDA) fell 10% in premarket trading on Thursday after the company announced that the U.S. Food and Drug Administration (FDA) stated that its supplemental New Drug Application for HETLIOZ (tasimelteon) to treat jet lag disorder cannot be approved in its current form.While the FDA acknowledged positive results from Vanda’s clinical trials, it cited concerns that the controlled phase-advance protocols used in the studies do not fully replicate real-world jet travel conditions, including reduced oxygen pressure, noise, and lighting changes.Vanda said it disagrees with the FDA assessment, noting that phase-advance models are widely accepted in circadian rhythm research and effectively simulate core jet-lag symptoms. The company emphasized tasimelteon’s well-established safety profile and demonstrated benefits on sleep and next-day alertness.This comes after the company received FDA approval for NEREUS (Tradipitant), a motion-sickness treatment aimed at preventing vomiting on December 31, 2025.The FDA approval marked the first new pharmacologic treatment for motion sickness in more than 40 years. Vanda expects to launch NEREUS in the coming months. Beyond motion sickness, Vanda is advancing tradipitant in clinical development for other conditions driven by similar pathways, including gastroparesis and nausea linked to GLP-1 therapies.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Despite the intraday decline, retail sentiment on Stocktwits turned 'bullish' from 'neutral' a day earlier.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/VNDA_jpg_66bd88803d.webp" alt="VNDA.jpg" width="922" height="88"><figcaption>&nbsp;</figcaption></figure>One bullish user sees strong buy at this level, stating that the motion sickness drug approval is a much bigger news than today's update.<stembedurl>https://stocktwits.com/pablo4/message/641232419</stembedurl>Over the past one year, <a href="https://stocktwits.com/symbol/VNDA">VNDA shares</a> have gained around 52%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Vanda Pharmaceuticals Inc. logo is pictured before a regular season Major League Baseball game, on September 05, 2025, at Comerica Park in Detroit, Michigan. 

Vanda Stock Drops 10% Premarket After FDA Rejects Jet Lag Drug Application

The FDA cited concerns that the controlled phase advance protocols used in studies do not fully replicate real-world jet travel conditions.

Aehr Test Systems, Inc. (AEHR) shares fell nearly 17% in Monday’s extended session after the semiconductor testing solutions company reported a year-over-year drop in its first-quarter revenue and failed to issue formal guidance, citing tariff-related uncertainty.On Stocktwits, retail sentiment toward&nbsp;<a href="https://stocktwits.com/symbol/AEHR">Aehr Test Systems stock</a> remained ‘bearish’ (35/100) as of late Monday, while the message volume was ‘extremely high.’<figure class="image"><img style="aspect-ratio:615/57;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_06_at_10_18_25_PM_png_b187da5bec.webp" alt="Screenshot 2025-10-06 at 10.18.25 PM.png" width="615" height="57"><figcaption>AEHR sentiment and message volume as of 10:15 p.m. ET, Oct. 6 | source: Stocktwits</figcaption></figure>The Fremont, California-based company’s revenue for the first quarter of the fiscal year 2026 fell to $11 million from $13.1 million in the year-ago period, although it exceeded the Fiscal.ai-compiled consensus of $10.77 million. The adjusted earnings per share (EPS) were $0.01, down significantly from the year-ago’s $0.07. &nbsp;Analysts, however, were bracing for only break-even results. Bookings totaled $11.4 million for the quarter, and backlog as of Aug. 29 was $15.5 million.&nbsp;President and CEO Gayn Erickson said, “We are pleased with the start to this fiscal year, with revenues across several market segments and momentum in sales and customer engagements in both wafer-level and packaged part test and burn-in of artificial intelligence (AI) processors.” He noted that the company’s lead production customer, a hyperscaler, has multiple follow-on volume production orders for its new Sonoma ultra-high-power packaged part burn-in systems.&nbsp;Looking ahead, Erickson said he expects nearly all of the company’s served markets to see order growth in the fiscal year, with silicon carbide growth expected to strengthen further in the next fiscal.“Although we remain cautious due to ongoing tariff-related uncertainty and are not yet reinstating formal guidance, we are confident in the broad-based growth opportunities ahead across AI and our other markets.”A bearish user lamented the company's cash burn, calling it “brutal.” They noted that free cash flow has been negative for seven out of the last eight quarters and that in the first quarter alone, the company burned $6.8 million. “At this rate, they’ll need to raise cash soon,” they said.<stembedurl>https://stocktwits.com/AnonMav/message/631243851</stembedurl>Another watcher called the company an “overhyped” name that is failing to live up to expectations. They see more room for the stock to fall.<stembedurl>https://stocktwits.com/BIG_BEAR_/message/631242779</stembedurl>For the year-to-date period, Aehr Test System stock has gained over 90%. Wall Street analysts, however, don’t share traders’ optimism. According to Koyfing, the consensus price target for the stock is $16.50, implying nearly 50% downside from Monday’s close.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-says-happy-to-work-with-democrats-on-failed-healthcare-policies/ch62HkbR3gz">Trump Says He's 'Happy To Work' With Democrats On 'Failed' Healthcare Policies, But Calls To End Government Shutdown</a>

In this photo illustration, the AEHR Test Systems logo is displayed on a smartphone screen, on April 6, 2025, in Chongqing, China. 

Why Aehr Test Systems Stock Tumbled Nearly 17% In After-Hours

Looking ahead, CEO Gayn Erickson said he expects nearly all of the company’s served markets to experience order growth in the fiscal year, with silicon carbide growth expected to strengthen further in the next fiscal year.

Verint Systems, Inc. (VRNT), a software-as-a-service (SAAS) company that provides customer experience automation and workforce management solutions, is reportedly close to striking a deal to be bought by private-equity firm Thoma Bravo.Reacting to the rumor,&nbsp;<a href="https://stocktwits.com/symbol/VRNT">Verint Systems' stock</a> jumped over 18% in overnight trading on Sunday.A Bloomberg report, citing people familiar with the matter, stated that the deal valued Verint at approximately $2 billion, including the company’s debt. This compares to the company’s $1.231 valuation as of the stock’s closing price of $20.47 on Friday.The deal could be announced as early as Monday, the report said, adding that talks could fall through or the timing and terms could change.Bloomberg had reported in July that the two companies were in talks regarding a potential deal.&nbsp;Thoma Bravo has been actively pursuing software deals, with the firm striking a $12.3 billion deal to acquire human resources management software firm Dayforce last week.&nbsp;Meanwhile, Verint has been quick to adopt artificial intelligence (AI) to improve operational efficiency. The company announced in late July that it&nbsp;had achieved a 70% reduction in cost per interaction and handled three times the call volume in contact centers by using Verint Bots.The company counts among its customers high-profile firms such as Alphabet’s Google, Microsoft, Analog Devices, FedEx, and Lyft.Verint’s first-quarter results, announced in early July, showed a 6% year-over-year decline in revenue, but both top- and bottom-line results exceeded guidance. The company reaffirmed its guidance for the fiscal year 2026.On Stocktwits, retail sentiment toward Verint stock stayed ‘bearish’ (34/100) late Sunday, with the sour mood accompanied by ‘normal’ volume. The sentiment meter, however, is yet to factor in the deal speculation.&nbsp;<figure class="image"><img style="aspect-ratio:613/52;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_24_at_10_04_43_PM_png_d7304af53d.webp" alt="Screenshot 2025-08-24 at 10.04.43 PM.png" width="613" height="52"><figcaption>VRNT sentiment and message volume as of 10:05 p.m.m Aug 24 | source: Stocktwits</figcaption></figure>Verint shares have declined by over 25% this year, compared to the S&amp;P 500’s 10% gain.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/can-byd-be-china-s-ferrari-ev-giant-opens-race-tracks-for-200-k-cars/chssEcCRdKZ">Can BYD Be China’s Ferrari? EV Giant Opens Race Tracks For $200K Cars</a>

The Verint Systems building located at 330 South Service Road in Melville, New York, on January 6, 2014. 

Thoma Bravo Said To Be Eyeing Verint Takeover In $2B Deal Just Days After Report Of Dayforce Buy

The private-equity firm has been actively pursuing software deals, with the firm striking a $12.3 billion deal to acquire human resources management software firm Dayforce last week. 

The Zacks Analyst Blog Highlights SPY, IWM, QQQS, DEEP, SGDJ and CALF

IWM and other small-cap ETFs are gaining steam as earnings growth picks up and investor sentiment starts to shift.

Are Small Caps Finally Ready to Take the Leap?

IWM gained 4.6% in a month as small caps show signs of life, narrowing the gap with large caps after a long slump. Is this the start of a winning trend or just a short-term rebound?

Aehr Test Systems, Inc. (AEHR) shares fell over 20% in Wednesday’s early premarket session after the small-cap semiconductor testing solutions company announced mixed quarterly results and flagged a potential slowdown in the first quarter due to tariffs.On Stocktwits, retail sentiment toward <a href="https://stocktwits.com/symbol/AEHR">Aehr stock</a> tempered to ‘bullish’ (73/100) by early Wednesday, from the ‘extremely bullish’ stance seen a day ago. The message volume continued to be ‘extremely high.’<figure class="image"><img style="aspect-ratio:620/54;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_09_at_5_29_07_AM_png_a0a66f4b8e.webp" alt="Screenshot 2025-07-09 at 5.29.07 AM.png" width="620" height="54"><figcaption>AEHR sentiment and message volume as of 5:30 a.m. ET, July 9 | source: Stocktwits</figcaption></figure>A bullish watcher suggested they would buy the dip.<stembedurl>https://stocktwits.com/StockWits59/message/620281907</stembedurl>Another user shrugged off the near-term headwinds, expressing confidence over a new hyperscaler customer the company announced.<stembedurl>https://stocktwits.com/KiaNiro/message/620271391</stembedurl>Fremont, California-based Aehr reported an adjusted loss per share of $0.01 for the fourth quarter of the fiscal year 2025, reversing from earnings per share (EPS) of $0.84. The company clarified that the year-ago’s bottom-line results included a tax benefit.The bottom-line result was in line with the Finchat-compiled consensus estimate.Quarterly revenue fell to $14.1 million from $16.6 million in the fourth quarter of 2024, slightly below the $14.82-million consensus estimate.Bookings totaled $11.1 million, and backlog stood at $15.2 million as of May 30.&nbsp;Aehr CEO Gayn Erickson said, “Fiscal 2025 was a transformative year for Aehr Test Systems, marked by significant progress on our strategic initiatives to expand our total addressable market, diversify our customer base, and enhance our product portfolio.”“A major milestone was the successful launch and adoption of our first production wafer-level burn-in (WLBI) system specifically for artificial intelligence (AI) processors."Erickson also disclosed that one of the leading processor companies&nbsp;has requested to proceed with an evaluation for wafer-level testing of one of its current high-volume processors.The executive expressed confidence that nearly all the opportunities and market verticals Aehr serves will experience order growth in fiscal year 2026. However, he warned that the silicon carbide market could see an order decline, as customer forecasts are back-half loaded, with stronger growth expected in fiscal year 2027.Erickson also said tariffs will likely impact performance in the near term. “While we remain confident in Aehr’s long-term growth prospects, we continue to experience some timing-related delays in order placements due to tariff-related uncertainty, particularly in our first quarter,” he said, adding that the company would not reinstate specific guidance beyond what it had already stated.Aehr stock has lost about 9% year-to-date, underperforming the broader market and the tech sector.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dollar-climbs-off-multi-year-lows-as-report-unpacks-bessent-influence-on-tariff-timeline/chFUtg2R5i2">Dollar Climbs Off Multi-Year Lows As Report Unpacks Bessent’s Influence On Trump Tariff Timeline</a>

Aehr Stock Slumps 20% Premarket After CEO Flags Tariff-Induced Order Delays — Retail Clings To Bullish Stance

Quarterly revenue fell to $14.1 million from $16.6 million in the fourth quarter of 2024, slightly below the $14.82-million consensus estimate.

Himax Technologies, Inc. ($HIMX) shares jumped on Thursday after an analyst said the Taiwanese fabless semiconductor company could be a potential wafer-level optics (WLO) supplier for Nvidia Corp. (<a class="mention" data-mention="$NVDA" data-symbol-id="NVDA" href="https://stocktwits.com/symbol/NVDA" target="_blank">$NVDA</a>) and Taiwan Semiconductor Manufacturing Company Ltd. (<a class="mention" data-mention="$TSM" data-symbol-id="TSM" href="https://stocktwits.com/symbol/TSM" target="_blank">$TSM</a>).Himax stock settled Thursday’s session up 44.93% at $9.71 on about 25 times its average volume. This marked its highest close since Jan. 18, 2022.TFI Securities analyst Ming-Chi Kuo said in a post on Medium that he expects Himax to leverage its WFO technology and strong partnership with Fiber Optics Communications to enter the supply chain for TSM’s co-packaged optics (CPO) and Nvidia’s next-generation artificial intelligence (AI) chips Rubin series.&nbsp;Himax has a 5.3% equity stake in Fiber Optics Communications, Kuo said.“Looking ahead, CPO is anticipated to become the critical chip design of AI servers and HPC, making WLO a key driver of long-term growth for Himax,” he added.The analyst expects the demand for WLO technology, driven by CPO applications, to begin contributing to Himax's revenue in the fourth quarter of 2024, primarily driven by technical qualification and trial production. He expects steady growth in 2025 and rapid acceleration in 2026.Later, Baird analyst Tristan Gerra upped the price target for Himax stock from $5 to $7 and maintained an ‘Outperform’ rating, citing CPO and augmented reality (AR) opportunities. These opportunities reach to Himax’s core technological capabilities and represent secular growth vectors, the analyst said.Gerra said Himax is well-positioned to benefit from TSMC’s plan to ramp photonics within CoWoS packaging in 2026 to address AI-driven surging bandwidth demand.Himax is also well-positioned with its microdisplay and waveguide patented technologies into a new class of AR devices launching in the next two to three years as tier-one OEMs have given up on internal microdisplay development efforts, he added.’<figure class="image"><img style="aspect-ratio:635/137;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/himx_sentiment_24f543abad.png" alt="himx_sentiment.png" width="635" height="137"><figcaption>HIMX sentiment and message volume December 12, 2024, as of 10:47 pm ET | Source:&nbsp;Stocktwits</figcaption></figure>On Stocktwits, sentiment toward Himax improved from ‘neutral’ a day ago to ‘extremely bullish’ (97/100), marking the highest level in over a year. Reflecting increasing activity levels among retailers, message volume spiked to ‘extremely high.’One Stocktwits user said Himax is headed toward $100 in 2025 and was bigger than AI server maker Super Micro Computer, Inc. (<a class="mention" data-mention="$SMCI" data-symbol-id="SMCI" href="https://stocktwits.com/symbol/SMCI" target="_blank">$SMCI</a>).<stembedurl>https://stocktwits.com/Slifka/message/596284172</stembedurl>Following the gain in Thursday’s regular session, the stock pulled back by 4.74% in after-hours trading. The stock is up about 66% for the year-to-date period.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Himax Stock Jumps As Analysts Tout Potential Nvidia, TSMC Supply Chain Opportunities: Retail Sentiment Brightens

Co-packaged optics is anticipated to become the critical chip design of AI servers and HPC, making WLO a key driver of long-term growth for Himax, said an analyst.

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