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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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Zillow Group, Inc. engages in the provision of real estate and home-related information marketplaces on mobile and the web. The company was founded by Richard N. Barton and Lloyd D. Frink in December 2004 and is headquartered in Seattle, WA.

Zillow Group Inc - Ordinary Shares - Class C

RKT Stock Rises Overnight: Benchmark Believes Rocket Could Rival Zillow In Online Real Estate

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Bearish Sentiment

<ul class="summary-bullets"><li>Benchmark's $21 price target implies 35% upside for Rocket Companies.&nbsp;</li><li>The firm said Rocket's long-term opportunity lies in becoming a leading online real estate platform alongside Zillow.&nbsp;</li><li>Rocket has faced pressure from persistent inflation, high mortgage rates and limited housing supply.</li></ul><p>Rocket Companies (RKT) stock received a bullish initiation from Benchmark, which began coverage with a Buy rating and a $21 price target, noting that the mortgage lender's long-term investment appeal extends beyond fluctuations in borrowing costs and instead points to its broader ambitions in the residential real estate market.</p><h2 class="st-heading-2">RKT Long-Term Growth Outlook Appears Bright&nbsp;</h2><p>The new price target implies a 35% upside potential to RKT’s last closing price. Benchmark said the central investment case is not tied solely to interest rate movements. Instead, the firm believes Rocket has the potential to emerge as one of the two leading online real estate platforms over the coming decade, alongside Zillow Group (ZG, Z).</p><p>Benchmark said that although mortgage rates are important for the housing market, investors should not judge Rocket's long-term prospects based on interest rates alone.&nbsp;</p><p>The firm's analysis emphasizes the company's strategic positioning and its ability to expand its role across the homebuying ecosystem, rather than relying exclusively on refinancing or purchase-loan activity.</p><p><a href="https://stocktwits.com/symbol/RKT">Rocket Companies’ stock</a> edged 0.6% higher overnight, ahead of Tuesday.&nbsp;</p><h2 class="st-heading-2">High Rates Continue To Weigh On RKT</h2><p>After entering the year on optimism that lower interest rates would revive mortgage demand, Rocket Companies instead faced a backdrop of persistent inflation, elevated borrowing costs, and continued housing supply constraints, weighing on investor sentiment.</p><p>Rocket's business depends heavily on mortgage activity, so higher interest rates have hurt demand. High home prices and expensive borrowing have made homes less affordable, keeping new mortgage and refinancing activity weaker than many investors expected.&nbsp;</p><h2 class="st-heading-2">Debt Refinance Raises Fresh Questions&nbsp;</h2><p>Investor concerns also increased after Rocket raised $1.5 billion this month to refinance existing debt. Although the deal gives the company more time to repay its loans, it also means paying higher interest, reflecting the higher cost of borrowing.</p><p>For fiscal second-quarter 2026, the company expects adjusted revenue between $2.7 billion and $2.9 billion, against the Street view of $2.89 billion, according to Fiscal AI data.&nbsp;</p><h2 class="st-heading-2">RKT Retail Traders View&nbsp;</h2><p>On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory with a 633% jump in message volume in 24 hours.&nbsp;</p><p>A user&nbsp;<a href="https://stocktwits.com/Coastalchaos/message/657791131">said</a>, “no reason for this not to be above 40 at this point,&nbsp; huge company. Way undervalued and beat down by the market Manipulation.”</p><p>Another user&nbsp;<a href="https://stocktwits.com/WhiteWingsIntegration/message/657775332">said</a>, “Rocket’s servicing platform now includes approximately $2.1 trillion in unpaid principal balance,” and added, “The market eventually re-rates businesses that become fundamentally different from what investors think they are.”&nbsp;</p><p>RKT stock has declined over 19% year-to-date, while ZG stock has cratered 53%.&nbsp;</p><p>Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/avav-stock-eyes-weekly-gain-aero-vironment-ceo-sees-unprecedented-defense-demand-over-next-two-years/cZ1Qd8CR7i2">AVAV Stock Eyes Weekly Gain: AeroVironment CEO Sees ‘Unprecedented’ Defense Demand Over Next Two Years</a></p><p>For updates and corrections, email newsroom[at]stocktwits[dot]com.</p>

In this photo illustration, the Rocket Companies logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)

Rocket Companies (RKT) stock received a bullish initiation from Benchmark, which began coverage with a Buy rating and a $21 price target, noting that the mortgage lender's long-term investment appeal extends beyond fluctuations in borrowing costs and inst

Benchmark initiated coverage of Rocket with a Buy rating, citing long-term real estate platform potential despite high rates. 


Rocket Companies Inc

Zillow Group Inc Class C

Zillow Group Inc Class A

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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.

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.

Current Price	$30.96
Prev Close	$30.99
Open	$31.22
Dividend Yield	0.00%
50-Day Moving Average	$31.25
Beta	1.33
Avg. Volume	4.19M
PE Ratio	137.42

52-Week High	$77.07
52-Week Low	$26.67
Market Capitalization	$7B
EPS (Annual)	$0.0905
Price to Book	1.62
Revenue Per Employee	$365,449.91

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