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Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is at the center of investor attention as markets await earnings reports from big tech leaders, with heavy community focus on whether massive AI infrastructure and capital expenditures are translating into tangible revenue growth. Traders are closely monitoring the company's cloud performance and custom silicon strategy, while debating if the stock's recent record highs have already fully priced in the current AI-driven growth narrative.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is facing post-earnings volatility as investors react to a significant increase in AI-related capital expenditure guidance, despite the company delivering a robust revenue and EPS beat. While the community remains divided over the massive spending strategy, many traders view the dip as a potential entry point for long-term growth, contrasting the company's strong ad revenue performance against market concerns over margin pressure.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is currently trending as a focal point of intense retail and institutional speculation, driven by a combination of high-profile political endorsements, rumors of major foundry partnerships, and rapid momentum. While bulls are celebrating the stock's parabolic ascent and potential for long-term growth, the community remains deeply divided, with many traders cautioning that the stock has detached from fundamentals and is behaving like a meme-driven short squeeze.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is trending as investors digest a massive expansion in capital expenditure and a high-profile move into custom AI chips alongside Marvell to challenge industry rivals. The community is actively debating the sustainability of this aggressive AI infrastructure spending versus near-term revenue growth, while bullish sentiment remains driven by robust cloud performance and the company's strategic integration of Gemini.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is trending as investors digest a massive expansion of its strategic investment in Anthropic, which includes up to $40 billion in new commitments to fuel enterprise cloud and AI infrastructure growth. The market is also heavily focused on the company's upcoming earnings report, with the community actively debating whether Alphabet's heavy AI capital expenditure will deliver significant long-term returns compared to other hyperscalers.

Daddy Darth Vader

Daddy Darth Vader is surging in community discussions as traders engage in "Daddy Wars" memecoin rivalries and speculate on a potential upcoming token listing. Holders are actively debating the project's legitimacy and long-term trajectory compared to rival memecoins while calling for renewed community support.

FuelCell Energy, Inc. engages in the business of developing, designing, producing, constructing, and servicing high temperature fuel cells for clean electric power generation. It operates through the following geographical segments: the United States, South Korea, and Europe. The company was founded by Bernard Baker and Martin G. Klein in 1969 and is headquartered in Danbury, CT.

Fuelcell Energy Inc

FuelCell Energy is experiencing significant volatility driven by sector-wide momentum as investors chase clean energy plays linked to the booming data center and AI power infrastructure market. The community remains deeply divided, with long-term shareholders expressing frustration over dilution and a lack of contract announcements while others view the current price action as a potential setup for a sympathy squeeze alongside industry peers.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi Technologies is facing a sharp sell-off following quarterly earnings that outperformed expectations, as investors express frustration over management's decision to maintain existing guidance and concerns regarding slowing growth in the company's technology platform. Community discourse remains deeply polarized, with many retail holders viewing the price action as a manipulated shakeout and an opportunity to accumulate shares, while skeptics point to ongoing concerns regarding dilution and the firm's evolving identity as a bank rather than a high-growth tech disruptor.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomm shares are trending following reports of a strategic collaboration with OpenAI to develop custom chips for AI-powered smartphones. The community is actively debating the stock's potential for a long-term re-rating against smartphone market headwinds, while monitoring upcoming earnings and buyback developments as potential catalysts for further momentum.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is seeing increased investor scrutiny as market participants weigh the potential of its dual GLP-1/GIP receptor agonist, VK2735, against the competitive landscape dominated by major pharmaceutical incumbents. Community discussions are centered on the upcoming maintenance study and the strategic value of the drug's oral formulation, with long-term holders debating the trade-offs between a potential acquisition and the company's prospects for pursuing a standalone commercialization path.

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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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Current Price	$38.22
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52-Week High	$39.60
52-Week Low	$22.50
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