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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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AT&T CEO Says SpaceX’s Low-Band Spectrum Isn’t Cause to 'Over-Rotate': T Stock Slips After Q3 Earnings Beat

Equity

AT&T CEO John Stankey said on the company’s third-quarter earnings call that building a network capable of matching established carriers’ coverage and performance would require years of investment.


Ondas Adds Another $165M To Its Order Book, Putting Revenue Conversion In Focus

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ONDS Stock Jumps On $56M ESAD Order – Citizens Sees Nearly 2X Upside, Calls Ondas A ‘Dynamic Player’

The order is the first ESAD contract announced since Ondas closed its acquisitions of GATE Technologies and Bron Technologies.


Is State Street SPDR S&P Telecom ETF (XTL) a Strong ETF Right Now?

ONDS Stock Drops After Earnings – CEO Expects ‘Sustained Momentum’, Raises 2026 Revenue Outlook To $550M

CEO Eric Brock said he expects Ondas “to sustain this momentum” and deliver another significant revenue ramp during the second half of 2026.


ONDS Wins ‘Digital Bat’ Israel Drone Tender – Ondas CEO Sees ‘Fundamental Shift’ In Defense Priorities

CEO Eric Brock said the award validates Ondas' position as a “prime contractor” for next-generation defense programs.


ONDS Stock Rises After $50M Army Order Lifts Mistral Awards Above $240M

The new order extends production already underway for deliveries scheduled in the third quarter of 2026.


Telecom ETF Hit a 52-Week High 

Telecom ETF XTL hits a 52-week high, soaring about 149% from lows. Backed by 5G, AI-driven demand & defensive strength -- momentum suggests more upside ahead.

SPDR Series Trust - State Street SPDR S&P Telecom ETF

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<ul class="summary-bullets"><li>Stankey sees low-Earth-orbit satellites as a potential way to extend connectivity in rural areas rather than replace terrestrial wireless networks.</li><li>AT&amp;T reported a 5.3% increase in quarterly revenue to $32.3 billion and adjusted earnings per share of $0.65.</li><li>The company raised its 2026 adjusted EPS outlook to about $2.40 and expects at least $18 billion in free cash flow.</li></ul>AT&amp;T (T) CEO John Stankey told analysts on Wednesday that investors shouldn’t read too much into SpaceX’s plan to become a mobile carrier during the company’s third-quarter earnings call.<blockquote>“I wouldn’t over-rotate on what I would call one carrier of low-band spectrum.”– John Stankey, CEO, AT&amp;T</blockquote>SpaceX (SPCX) said this month, and confirmed on its second earnings call since going public on Tuesday, that it plans to turn Starlink into a major U.S. mobile carrier and is buying a block of low-band spectrum to do it.&nbsp;<a href="https://stocktwits.com/symbol/T">T stock</a> fell over 4% in morning trade and was among the top trending tickers on Stocktwits alongside&nbsp;<a href="https://stocktwits.com/symbol/SPCX">SPCX stock</a>, which rallied over 8%. T stock pared losses after momentarily hitting a fresh three-month low at market open.<figure class="image"><img src="https://news.stocktwits-cdn.com/T_2026_10_21_09_59_39_e121c73727.png" alt="T_2026-10-21_09-59-39.png" width="1794" height="974"><figcaption>T stock price performance over the past 3 months on October 21 as of 10:00 a.m. ET. | Source: TradingView</figcaption></figure>On Stocktwits, retail sentiment around T-Mobile improved to ‘neutral’ from ‘bearish’ territory over the past day. Meanwhile, sentiment around Elon Musk-led SpaceX jumped to ‘extremely bullish’ from the ‘neutral’ zone.<figure class="image"><img src="https://news.stocktwits-cdn.com/image_24_b5cfc528a3.png" alt="image (24).png" width="1264" height="698"><figcaption>T stock retail sentiment on October 21 as of 10:00 a.m. ET | Source: Stocktwits</figcaption></figure>AT&amp;T’s third quarter (Q3) call also marked Chief Financial Officer (CFO) Pascal Desroches’ last earnings call. Deputy CFO Jennifer Byry is set to take over after the new year.<h2 class="st-heading-2">Why AT&amp;T Says Spectrum Alone Won't Make SpaceX A Wireless Rival</h2>Stankey said AT&amp;T operates “somewhere between six to eight carriers of low-band spectrum” in a typical metropolitan area. According to him, a wireless network’s performance depends on more than its spectrum holdings, pointing to the infrastructure needed to deliver service inside buildings, stadiums and hospitals.He cited that in a city such as Chicago, 40% to 45% of mobile traffic originates indoors, where satellite signals face greater challenges.“It takes a lot of years and a huge level of investment” to build a network that can deliver that level of performance, he said, adding that about 98% of the traffic is where AT&amp;T already offers coverage.Stankey did not dismiss satellite connectivity altogether. He said low-Earth-orbit (LEO) satellites are “fantastic for delivering bandwidth to rural areas” and could help AT&amp;T serve sparsely populated areas more economically while reducing customer losses at the edges of its network.<h2 class="st-heading-2">AT&amp;T’s Fiber Coverage Has ‘Never Been Greater’, Says CEO</h2>Stankey said he expects “some kind of a peak and then a downward trajectory” for fixed wireless adoption. He said the most durable customer proposition is “a fiber-fed broadband customer with a great wireless service on top of it.”AT&amp;T reported a record quarter for internet net additions across fiber and fixed wireless. The company also said its fiber network is well positioned to serve growing demand from data centers and cloud providers.Stankey said more than 90% of mapped U.S. data centers are within 10 miles of AT&amp;T’s fiber network. Amazon Web Services (AWS) uses AT&amp;T to connect its sites, and the carrier is working with Microsoft (MSFT) on high-capacity connectivity needs.<blockquote>“Our fiber reach has never been greater. Our spectrum position has never been stronger.”– John Stankey, CEO, AT&amp;T</blockquote><h2 class="st-heading-2">AT&amp;T Q3 Earnings Recap</h2>AT&amp;T’s reported Q3 revenue rising 5.3% to $32.3 billion, above the roughly $31.65 billion consensus estimate as per Koyfin. Earnings per share (EPS) came in at $0.65, compared to Wall Street’s estimates of about $0.60. The company added 379,000 postpaid phone customers, with churn at 0.92%.&nbsp;AT&amp;T also raised its 2026 adjusted EPS outlook to about $2.40 from a previous range of $2.25 to $2.35. The company expects adjusted earnings before interest, tax, depreciation and amortization (EBITDA) growth toward the upper end of its 3% to 4% range and free cash flow of at least $18 billion, including about $6 billion in the fourth quarter (Q4).The telecom giant lowered its planned annual capital spending for 2027 and 2028 to $22 billion to $23 billion, a reduction of about $1 billion. It continues to target more than 60 million fiber locations by 2030.Near-term pressures remain. Executives said during the earnings call that higher marketing and customer acquisition costs, along with about $100 million in vendor dispute settlements, are expected to weigh on Q4&nbsp; EBITDA. They added that fiber revenue per customer fell 4% and is expected to decline by a similar amount, while home internet net additions are expected to slow during the holiday period.<h2 class="st-heading-2">How Is Retail Feeling About AT&amp;T Stock?</h2>On Stocktwits, message volume around T stock more than doubled over the past day. Retail traders debated the drop in shares despite an earnings beat and guidance raise.<stembedurl>https://stocktwits.com/RoyalsLulz/message/666994065</stembedurl>One retail trader argued that AT&amp;T shares appeared oversold and pushed back on comparisons with SpaceX, pointing to the cost and maintenance required to operate a satellite network at scale.<stembedurl>https://stocktwits.com/no2197/message/667003811</stembedurl>AT&amp;T shares have fallen nearly 9% this year and almost 15% in the last 12 months.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-gtc-berlin-keynote-jensen-huang-puts-50-billion-price-tag-on-1-gw-ai-factory/cZxt68mRBvI">Nvidia GTC Berlin Keynote: Jensen Huang Puts $50 Billion Price Tag On 1GW AI Factory Amid DSX POD Launch</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

John Stankey, Chairman and CEO of AT&T, speaks at a Ford Pro Accelerate event on September 30, 2025 in Detroit, Michigan. (Photo by Bill Pugliano/Getty Images)

AT&T (T) CEO John Stankey told analysts on Wednesday that investors shouldn’t read too much into SpaceX’s plan to become a mobile carrier during the company’s third-quarter earnings call.

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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.

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