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Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Marvells agreed all-stock acquisition of Lumentum is driving attention, with Lumentums fixed exchange ratio tying its deal value to Marvells share price. Traders are debating the deals value as LITE falls alongside MRVL, questioning whether the headline premium holds up as the acquirers stock weakens.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells agreement to acquire Lumentum in an all-stock deal is the dominant focus, with traders concerned about shareholder dilution, financing, and integration risks as the stock sells off. Others see strategic value in combining Marvells AI-connectivity business with Lumentums optical technology, but debate how long the benefits may take to materialize.

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

Buzz centers on reports that a POET optical engine appeared in Foxconns photonics ecosystem at Hon Hai Tech Day, which bulls view as validation of the FIT collaboration and POETs AI data-center optics opportunity. The display has not confirmed production orders or scaled shipments, leaving traders divided between optimism about commercialization and frustration over the lack of concrete customer updates ahead of earnings.

Axsome Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which engages in the development of novel therapies for the management of central nervous system disorders. Its portfolio consists of Products Overview and Pipeline Overview. The Products Overview includes Auvelity and Sunosi. The Pipeline Overview refers to AXS-05, AXS-07, AXS-12, and AXS-14. The company was founded by Herriot Tabuteau on January 12, 2012 and is headquartered in New York, NY.

Axsome Therapeutics Inc

Axsomes third-quarter results beat expectations, with strong revenue growth led by Auvelity and a narrower-than-expected loss. Traders welcomed the report and see cash-flow break-even approaching, while the lack of formal guidance drew some concern.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

Critical Metals European Lithium acquisition is driving attention, with traders weighing greater ownership of Tanbreez and added assets against dilution and potential selling pressure from newly issued shares. High reported short interest and borrowing costs have fueled squeeze speculation, though the community is divided over whether the deal is ultimately bullish or a near-term overhang.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

CIFRs quarterly results are driving discussion, with traders criticizing weak revenue and ongoing cash-generation and financing concerns despite reported progress bringing HPC leases into service. The reaction is split between fears that debt and the miner-to-AI infrastructure transition will weigh on the stock and bullish arguments that contracted leases and continued AI demand support the longer-term case.

Tempus AI, Inc. is a healthcare technology company, which engages in bringing artificial intelligence and machine learning to healthcare. It focuses on building platforms for oncology, neuropsychiatry, cardiology, infectious disease, and radiology. The company was founded by Eric Paul Lefkofsky in August 2015 and is headquartered in Chicago, IL.

Tempus AI Inc. - Ordinary Shares - Class A

Tempus AI Inc

Tempus AIs Q3 results and higher full-year revenue guidance are driving discussion, with traders noting the reported EPS beat and asking whether the company is finally GAAP-positive. Despite the upbeat report, shares are lower, fueling debate over a sell-the-news reaction versus improving fundamentals.

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 sharp breakout to fresh 52-week highs has drawn attention as traders focus on the upcoming Q3 report and BRIUMVIs commercial momentum. Buyout and short-squeeze theories are also prominent, but remain speculation; some traders attribute the move to earnings positioning and momentum instead.

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

FDA accelerated approval of Inovios competing RRP treatment has focused attention on potential competition for Precigens PAPZIMEOS and prompted concern about its market position. Traders debate whether the rivals treatment regimen will pressure PAPZIMEOS or whether Precigens commercial head start, payer access, and full-approval status will help it retain an advantage.

Centrus Energy Corp. engages in the supply of nuclear fuel and services for the nuclear power industry. It operates through the Low-Enriched Uranium (LEU) and Technical Solutions segments. The LEU segment includes various components of nuclear fuel to utilities from its global network of suppliers. The Technical Solutions segment offers advanced engineering, design, and manufacturing services to government and private sector customers, and is deploying advanced nuclear fuel production capabilities to power existing, and next-generation reactors around the world. The company was founded in October 1992 and is headquartered in Bethesda, MD.

Centrus Energy Corp - Ordinary Shares - Class A

Centrus Energy Corp 

LEU is drawing attention amid a steep, volatile selloff, with traders blaming the recent stock-and-warrant offering and potential dilution, while also debating high valuation and the cost and timeline of expanding enrichment capacity. Bulls point to DOE support, customer contracts and centrifuge production progress as reasons the long-term domestic nuclear-fuel opportunity remains intact, while others expect continued pressure.

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Banco Santander Investigation Notice: SueWallSt Notifies Investors of Pending Investigation Into Banco Santander (SAN)

Banco Santander Investigation Notice: SueWallSt Notifies Investors of Pending Investigation Into Banco Santander (SAN) Banco Santander Investigation Notice: SueWallSt Notifies Investors of Pending Investigation Into Banco Santander (SAN)PR NewswireNEW YORK, Oct. 29, 2026 Banco Santander's...

Santander Bank Opens Flagship Work Caf on Madison Avenue in New York City

Santander Bank, N.A. (the Bank) celebrated the grand opening of its flagship Work Caf at 437 Madison Avenue in Midtown Manhattan this week, part of the Bank's broader investment to deliver a cutting-edge branch network throughout the Northeast. This press release features multimedia. View the full...

Banco Santander Q3 2026 Earnings Call Transcript

Banco Santander (NYSE:SAN) reported third-quarter financial results on Wednesday. The transcript from the company's third-quarter earnings call has been provided below.This transcript is brought to you by Benzinga APIs.read more...

Banco Santander Q3 Underlying Profit Rises; Reiterates 2026 Targets

(RTTNews) - Banco Santander (SAN, BSBR, BNC.L, SANT.MI, BSD2.DE, SAN.MC) reported third quarter attributable profit of 3.43 billion euros, down 2% from last year, or a decline of 5% ex FX. Underlying profit reached 3.8 billion euros, up 19% from previous year. Underlying EPS was...

Microsoft, Alphabet On Deck Wednesday As AI Spending, Cloud Growth Face Test

Microsoft and Alphabet headline Wednesday's reports, with investors weighing whether AI infrastructure spending is translating into durable cloud and advertising growth. GE Vernova, Amphenol, Banco Santander, UBS Groupread more...

Jefferies Beats On Record Stock Trading, But Asset Management Revenue Plunges 50% On First Brands, Radiant "Cockroaches"

Jefferies Beats On Record Stock Trading, But Asset Management Revenue Plunges 50% On First Brands, Radiant "Cockroaches"

 Jefferies is once again the first major Wall Street firm to report its quarter, and once again the story is of two very different banks under one roof: a trading and...

Santander Bank Partners with Miami Dolphins and Hard Rock Stadium as it Expands its South Florida Presence

Santander Bank, N.A. (the Bank) one of the leading retail and commercial banks in the United States and part of global financial leader Banco Santander (Santander or Santander Group) today announced a partnership with the Miami Dolphins and Hard Rock Stadium for the 2026 NFL season, supporting the...

Fifth Third Eyes $850M Expense Synergies, $500M+ Revenue Opportunity

FITB targets $850 million in annualized Comerica expense synergies by Q4'26, alongside $500 million+ in revenue opportunities. Can growth follow?


This Cellectis Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Tuesday

Analysts downgraded Banco Santander Brasil, Ribbon Communications, Cellectis, Scholar Rock, with mixed price-target changes.read more...

Santander Holdings USA, Inc. Announces Redemption of All Outstanding Depositary Shares Representing Interests in Its Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series I

Santander Holdings USA, Inc. (SHUSA) today announced that, on October 15, 2026, it will redeem all of the 135,000 outstanding shares of its Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series I (Series I Preferred Stock), and the corresponding 5,400,000 depositary shares, NYSE: SNUS...

Banco Santander SA is a banking services company, which engages in the provision of banking services to individuals, companies, and institutions. It operates through the following segments: Retail & Commercial Banking, Digital Consumer Bank, Corporate & Investment Banking, Wealth Management & Insurance, Payments, and Corporate Centre. The Retail & Commercial Banking segment integrates the retail banking business for individuals and commercial banking. The Digital Consumer Bank segment includes Santander Consumer Finance, which incorporates the entire consumer finance business in Europe, Openbank, Open Digital Services (ODS), and SBNA Consumer. The Corporate & Investment Banking segment includes markets, investment banking, finance, and global transactional banking; offers products and services on a global scale to corporate and institutional customers; and collaborates with other global businesses to better serve a broad customer base. The Wealth Management & Insurance segment includes the corporate unit of private banking and international private banking in Miami and Switzerland, the asset management business, the insurance business, and the unit that manages the investment platforms and stakes that complement wealth's traditional business. The Payments segment is involved in digital payment solutions, providing global technology solutions for banks and new customers in the open market. The Corporate Center segment includes centralized activities relating to equity stakes in financial companies and the financial management of the structural exchange rate position. The company was founded on March 21, 1857 and is headquartered in Madrid, Spain.

Banco Santander S.A. - ADR

Extremely 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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '26	$0.29	--	--	N/A
Q3 '26	$0.27	$0.28	3.80%	BEAT
Q2 '26	$0.28	$0.26	-7.76%	MISSED
Q1 '26	$0.28	$0.42	49.76%	BEAT
Q4 '25	$0.24	$0.28	16.01%	BEAT

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SAN Earnings

Latest Earnings Results: Q3 '26

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