SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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

Ondas Inc.

Ondas Inc

Ondas Inc. is trending as retail traders anticipate a potential short squeeze ahead of quarterly earnings, driven by heavy short interest and significant revenue growth expectations. Community sentiment is sharply divided, with bulls pointing to recent defensive sector partnerships and optimistic guidance, while bears express concern over the company's cash burn and historical volatility.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion is trending as investors react to a record-setting quarterly earnings report that featured triple-digit revenue growth and raised future guidance. The community is focused on the company's strong institutional backing and its aggressive roadmap to reach 30 logical qubits, fueling debate over whether the stock is undervalued compared to its quantum peers.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines is experiencing heightened trading volume and volatility as the community debates whether the stock is undergoing a sustainable reversal or a temporary bull trap ahead of upcoming earnings. While bullish investors point to a robust backlog and long-term lunar infrastructure growth as reasons to accumulate, bearish traders are raising concerns about insider selling and potential downside risk if the report fails to meet investor expectations.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras Systems is experiencing significant volatility as investors weigh strong infrastructure partnerships against concerns over high valuations, lack of profitability, and the potential for increased selling pressure from upcoming share lockup expirations. While the community remains deeply divided between long-term believers in its wafer-scale inference technology and critics pointing to decelerating growth and concentration risks, the stock continues to be a central focus of intense debate regarding the sustainability of the broader AI hardware trade.

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 Systems is trending following a fiscal quarterly report that featured strong revenue and earnings beats, with community discussion centered on the company's "networking supercycle" and its positioning in the AI infrastructure market. While many analysts have responded with target price upgrades, the stock price experienced short-term volatility as investors weighed record demand against after-hours selling pressure and mixed gross margin sentiment.

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 Inc is surging as investors react to a significant earnings beat and robust future revenue guidance that analysts suggest may lead to a major valuation re-rating. The community is actively discussing a potential short squeeze, noting that the stock's massive backlog and strong AI infrastructure demand are being severely undervalued compared to historical peers.

Fermi, Inc. engages in the development of energy infrastructure. It intends to develop an energy and data center development campus to support the needs of to-be-built AI infrastructure. The company was founded by Rick Perry, Toby Neugebauer and Griffin Perry on January 10, 2025 and is headquartered in Amrillo, TX.

Fermi Inc

Fermi LLC

Fermi is seeing heightened investor interest following the announcement of a multi-billion dollar, 15-year lease agreement with TensorWave, which provides tangible commercial validation for the company's AI data center infrastructure. The community is actively discussing the stock's potential for a short squeeze and evaluating the significance of this contract as a key catalyst for future growth.

Investment Managers Series Trust II - Tradr 2X Short NBIS Daily ETF

Tradr 2X Short NBIS Daily ETF

NBIZ is experiencing extreme volatility and significant price decay, leaving investors divided between those attempting to scalp the leveraged ETF for gains and those frustrated by the complex mechanics of its inverse exposure to NBIS. Community discussions center on the risks of holding such instruments, with many traders debating the sustainability of AI-related stock valuations and the potential for rapid losses.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JD.com is trending as investors weigh strong profitability and margin expansion against concerns about revenue headwinds and regulatory scrutiny regarding its European expansion. The community remains deeply divided, with many traders frustrated by the stock's sluggish price action and performance compared to U.S. tech sectors, while long-term bulls point to a strong cash position and disciplined share repurchases as indicators of deep value.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies is trending as investors weigh its AI server revenue momentum against significant valuation gaps relative to peers like Super Micro Computer. While community members debate whether Dell's diversified enterprise model warrants its current premium or if it remains overvalued, others point to its role as a stable AI infrastructure leader following a recent breakout to new highs.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

Semtech Corporation Announces Definitive Agreement on Sale of Cellular Module Business to Compal Electronics

Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductors powering AI data center networking, Internet of Things (IoT) and cellular connectivity and intelligent connected devices worldwide, today announced that it has entered into a definitive agreement to sell its...

Semtech Announces Second Quarter of Fiscal Year 2027 Conference Call

Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductors powering AI data center networking, Internet of Things (IoT) and cellular connectivity and intelligent connected devices worldwide, announced plans to release the financial results of its second quarter of...

Here's How Much $1000 Invested In Semtech 10 Years Ago Would Be Worth Today

Semtech (NASDAQ:SMTC) has outperformed the market over the past 10 years by 4.44% on an annualized basis producing an average annual return of 17.92%. Currently, Semtech has a market capitalization of $10.93 billion.read more...

Monolithic Power (MPWR) Tops Q2 Earnings and Revenue Estimates

Monolithic (MPWR) delivered earnings and revenue surprises of +10.54% and +8.48%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Did Semtech Corporation Insiders Breach their Fiduciary Duties to Shareholders?

Did Semtech Corporation Insiders Breach their Fiduciary Duties to Shareholders? Did Semtech Corporation Insiders Breach their Fiduciary Duties to Shareholders? PR Newswire NEW YORK, July 29, 2026 Shareholders are encouraged to contact the firm to discuss their rights and options at no cost or...

4 Top-Performing Liquid Stocks to Boost Portfolio Returns

AGX, CIEN, HUBS and SMTC make the cut as the top liquid stocks, each boasting strong liquidity, growth attributes and operational efficiency.

Kaskela Law Firm Announces Investigation of Semtech Corp. (SMTC) and Encourages Long-Term SMTC Shareholders to Contact the Firm

Investor litigation firm Kaskela Law announces that it is investigating Semtech Corporation (NASDAQ: SMTC) (Semtech) on behalf of the companys long-term investors. Click here for additional information: https://kaskelalaw.com/case/semtech-corporation/ Recently a securities fraud complaint was filed...

AXTI Ramps Up InP Capacity: Is Multi-Year Growth Taking Shape?

AXT is accelerating InP capacity expansion through 2028 as AI optical demand, a $100M-plus backlog and Tier-1 adoption point to multi-year growth.

Bet on 4 Top-Performing Liquid Stocks to Maximize Portfolio Returns

AGX, CIEN, DDS and SMTC stand out as liquid, efficient stocks with growth potential, backed by solid ratios, asset use and recent revenue gains.

Zacks.com featured highlights include Microchip Technology, Semtech, Texas Instruments, Amtech and Vishay Intertechnology

AI infrastructure demand is driving semiconductor opportunities, with five chipmakers highlighted for growth across connectivity, power and advanced packaging.

Semtech Corp. engages in the manufacture and supply of analog and mixed signal semiconductor products for high-end consumer, enterprise computing, communications, and industrial equipment. It operates through the following segments: Signal Integrity, Analog Mixed Signal and Wireless, and Internet of Things (IoT) Systems and Connectivity. The Signal Integrity segment includes designing, development, manufacturing, and marketing of a portfolio of optical and copper data communications and video transport products used in a wide variety of infrastructure and industrial applications. The Analog Mixed Signal and Wireless segment focus on designing, development, manufacturing, and marketing of transient voltage suppressors and specialized sensing products. The IoT Systems and Connectivity segment includes designing, development, operation, and marketing of a portfolio of IoT solutions that enable businesses to connect and manage devices, collect and analyze data, and improve decision-making. The company was founded in 1960 and is headquartered in Camarillo, CA.

Semtech Corp.

Semtech Acquires HieFo For $34 Million After Nvidia’s Photonics Investments

Equity

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.

Feed

News

Sentiment

Earnings

Fundamentals

Info

SMTCSemtech Corp.

Fundamentals

Connect Stocktwits to ChatGPT

Latest SMTC News