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Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is selling off with the semiconductor sector after Intels disappointing results and guidance heightened concerns about chip demand and AI spending. Traders disagree over whether the move is sympathy selling or a warning for AMD, with the companys Q3 results and guidance in focus; some see a buying opportunity while others cite valuation and downside risk.

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 announced all-stock acquisition of Lumentum to expand in AI data-center optics is driving attention, as traders focus on dilution, the deals scale, and its lengthy closing timeline amid a sharp selloff. Some see the move as an expensive, risky deal for shareholders, while others argue the strategic fit could strengthen Marvells position in AI connectivity over the long term.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

CEO Wes Cummins comments that roughly 800 MW of planned data-center capacity still needs financing have heightened concerns about borrowing costs, debt and possible dilution amid a broader AI-infrastructure selloff. Traders are split between seeing financing as an execution risk and arguing that long-term leases and demand remain intact.

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 the shares selling off as traders focus on the fixed exchange ratio, exposure to Marvells stock, and the long wait for closing. Many see the terms as unfavorable to Lumentum holders, while others argue the combination has strategic value in AI optics and are buying the decline.

Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

The steep selloff is widely attributed by traders to Usonas competing NDA filing and concern that Compass Pathways has yet to complete its own NDA submission. The community is divided over how serious the competitive threat issome see Usona as a first-mover risk, while others point to differences in indications and Usonas nonprofit structureand is looking for management to clarify Compasss regulatory timeline.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

AAOI is drawing attention amid a sharp, volatile retreat alongside AI and optics stocks, with traders debating whether concerns about AI spending and valuations justify the selloff or whether it is an opportunity ahead of earnings. Bulls point to data-center transceiver demand and capacity expansion, while bears focus on customer concentration, dilution and execution risks.

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

Intels sharp selloff is being tied to a weaker-than-expected fourth-quarter outlook, with supply constraints and softer PC demand weighing despite a strong recent quarter. Traders are split between viewing the decline as an oversold buying opportunity and expecting further losses, amid broader pressure on technology and semiconductor stocks.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is under pressure alongside other AI data-center and neocloud stocks, with traders focused on whether its upcoming earnings and guidance can demonstrate execution and a credible funding path for expansion amid high capital needs. The selloff has fueled fears of further losses and dilution, while some holders argue that contracted AI demand and the companys infrastructure remain valuable.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk is selling off amid fears that Kioxias cautious outlook signals slowing NAND pricing growth, adding to broader weakness in memory and AI-related stocks despite SanDisks strong results and guidance. Traders are divided between concerns that earnings growth may be peaking and bullish arguments that demand and company fundamentals remain strong.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apples fiscal Q4 earnings report is the dominant focus, with traders weighing holiday-quarter guidance and iPhone Duo demand against rising memory costs and a high valuation. Views are sharply split between hopes that a strong report will sustain the stocks relative strength and fears of a post-report pullback, with many seeing Apple as a potential driver of broader tech and index direction.

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Valens Sets Third Quarter 2026 Conference Call for Wednesday, November 11, 2026, at 8:30 a.m. ET

Valens Sets Third Quarter 2026 Conference Call for Wednesday, November 11, 2026, at 8:30 a.m. ET Valens Sets Third Quarter 2026 Conference Call for Wednesday, November 11, 2026, at 8:30 a.m. ETPR NewswireHOD HASHARON, Israel, Oct. 21, 2026 HOD HASHARON, Israel, Oct. 21, 2026 /PRNewswire/ -- Valens...

What's Going on with On Semiconductor Shares on Tuesday?

ON Semiconductor and Valens Semiconductor are collaborating on an integrated sensor built around MIPI A-PHY for 3-megapixel automotive cameras.read more...

VLN Stock Jumps 8% Premarket: Onsemi Deal Targets High-Volume Auto Cameras

Equity

Valens is extending its MIPI A-PHY technology toward mainstream automotive cameras through an onsemi collaboration aimed at lowering component count and simplifying vehicle camera designs.

Valens Semiconductor to Collaborate with onsemi on a Cost-Optimized Integrated Sensor Based on the MIPI A-PHY Standard

Valens Semiconductor to Collaborate with onsemi on a Cost-Optimized Integrated Sensor Based on the MIPI A-PHY Standard Valens Semiconductor to Collaborate with onsemi on a Cost-Optimized Integrated Sensor Based on the MIPI A-PHY StandardPR NewswireHOD HASHARON, Israel, Sept. 22, 2026 Collaboration...

Valens Semiconductor Appoints Asaf Silberstein to its Board of Directors

Valens Semiconductor Appoints Asaf Silberstein to its Board of Directors Valens Semiconductor Appoints Asaf Silberstein to its Board of DirectorsPR NewswireHOD HASHARON, Israel, Sept. 14, 2026 Semiconductor industry veteran and Semtech COO brings more than two decades of experience scaling global...

Valens Semiconductor (VLN) Q2 2026 Earnings Call Transcript

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Valens Semiconductor Ltd. Q2 2026 Earnings Call Summary

Valens Semiconductor Ltd. Q2 2026 Earnings Call Summary...

Valens Semiconductor, Ltd. (VLN) Reports Q2 Loss, Beats Revenue Estimates

PTK Acquisition (VLN) delivered earnings and revenue surprises of 0.00% and +4.05%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Valens Semiconductor Reports Strong Second Quarter 2026 Results and Raises Full-Year Revenue Guidance

Valens Semiconductor Reports Strong Second Quarter 2026 Results and Raises Full-Year Revenue Guidance Valens Semiconductor Reports Strong Second Quarter 2026 Results and Raises Full-Year Revenue Guidance PR Newswire HOD HASHARON, Israel, Aug. 12, 2026 Delivered Q2 2026 revenue of $18.1 million...

Strength Seen in Ambarella (AMBA): Can Its 16.1% Jump Turn into More Strength?

Ambarella (AMBA) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

Valens Semiconductor Ltd. engages in the provision of semiconductor products. It operates through the Audio-Video and Automotive segments. The Audio-Video segment delivers plug-and-play convergence and distributes interfaces through a single long-distance category cable. The Automotive segment pertains to Valens Automotive products, which enables in-vehicle connectivity for car architectures. The company was founded by Dror Jerushalmi, Massad Eyal, Eyran Lida, Gaby Gur-Cohen, Nadav Banet, and Alon Benzaray on October 26, 2006 and is headquartered in Hod Hasharon, Israel.

Valens Semiconductor Ltd

Bullish Sentiment

<ul class="summary-bullets"><li>Valens and onsemi plan a cost-optimized integrated sensor for high-volume 3MP automotive cameras.</li><li>The 3MP offering targets a broad market, with Valens saying most automotive image sensors sit in the 1MP–3MP range.</li><li>The collaboration supports Valens' broader effort to drive commercial adoption of MIPI A-PHY.</li></ul>Valens Semiconductor (VLN) shares jumped about 8% in premarket trading Monday after the company announced a collaboration with onsemi (ON) to develop a cost-optimized integrated sensor based on the MIPI A-PHY standard for high-volume 3-megapixel automotive camera applications.Under the agreement, Valens will work with onsemi on an A-PHY-based solution, a technology used to carry high-speed data from vehicle cameras and sensors, that can be built directly into onsemi’s image sensors.&nbsp;This could reduce the number of separate components needed and make it easier for automakers and their major component suppliers, known as Tier-1 suppliers, to adopt the technology.At the time of this writing,&nbsp;<a href="https://stocktwits.com/symbol/VLN">VLN</a> stock was up around 8% in premarket trade and&nbsp;<a href="https://stocktwits.com/symbol/ON">ON</a> stock was trading marginally in the green.<h2 class="st-heading-2">Valens Targets Mainstream Auto Cameras</h2>The collaboration aims to simplify automotive camera designs. Onsemi said integrating the technology could create a more streamlined camera architecture by reducing component count while supporting an industry-standard connectivity interface.That matters because Valens is not targeting only high-end camera systems with the new offering. The company said a majority of automotive image sensors currently target the 1MP–3MP range. A 3MP solution therefore addresses both an established high-volume market and automakers upgrading toward higher-resolution cameras.Valens CEO Yoram Salinger called the agreement a “major milestone” for the company and the MIPI A-PHY ecosystem, saying the cost-optimized product could extend A-PHY into a wider range of applications. He also highlighted the addition of onsemi, itself an A-PHY silicon supplier, as a way of giving automakers greater supplier choice around the industry standard.<h2 class="st-heading-2">Valens’ Automotive Business Heads Toward 2027 Ramp</h2>The latest collaboration adds to Valens' broader effort to build commercial adoption around MIPI A-PHY, the automotive industry's first standardized solution for high-speed sensor connectivity. Valens says it was the first company to bring compliant chipsets to market and has already secured design wins with multiple automakers.In its fiscal second-quarter (Q2) results, Valens said all four of its automotive design-win programs were progressing toward production, with revenue expected to begin ramping in 2027. Automotive revenue reached $5.0 million in the quarter, up from $4.3 million a year earlier, though below $5.9 million in the prior quarter.Overall Q2 revenue rose to $18.1 million from $17.1 million a year earlier, exceeding the company's guidance. Valens subsequently raised its full-year 2026 revenue forecast to between $78 million and $81 million.<h2 class="st-heading-2">Retail Sentiment Around VLN Stock</h2>Retail sentiment around Valens turned ‘bullish’ on Stocktwits.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_09_22_165433_f66668e73f.png" alt="Screenshot 2026-09-22 165433.png" width="812" height="426"><figcaption>VLN stock retail sentiment on September 22 as of 07:50 a.m. ET | Source: Stocktwits</figcaption></figure>So far this year, VLN stock has risen more than 13%. In comparison, Cathie Wood’s Ark Israel Innovative Technology ETF (<a href="https://stocktwits.com/symbol/IZRL">IZRL</a>), which holds the stock, has fallen more than 3% over the same period.See Also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/beyond-meta-cathie-wood-arkg-loads-up-on-biotech-names/cZMPZhJRBek">Beyond Meta, Cathie Wood’s ARKG Loads Up On These 4 Biotech Names</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the Valens Semiconductor logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Valens Semiconductor (VLN) shares jumped about 8% in premarket trading Monday after the company announced a collaboration with onsemi (ON) to develop a cost-optimized integrated sensor based on the MIPI A-PHY standard for high-volume 3-megapixel automotiv

Why Is VLN Stock Rising Premarket Today?

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