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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 (SMCI) is trending as investors bet on a massive short squeeze and fundamental rerating driven by strong earnings, a large order backlog, and aggressive revenue targets. Community sentiment is overwhelmingly bullish, with many traders framing the current price as significantly undervalued compared to industry peers and calling for a sustained run toward triple-digit targets.

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 seeing significant volatility as investors weigh strong earnings and raised guidance against concerns over gross margins, with the community actively debating whether the sell-off is an institutional stop-loss raid or a fundamental repricing. Many traders are viewing the pullback as a buying opportunity, citing massive AI infrastructure orders and widespread analyst price target upgrades as evidence that the company's long-term networking growth remains intact.

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 trending due to the company's upcoming Investor Day, where shareholders are anticipating major growth updates and potential announcements regarding share buybacks and long-term financial targets. The community is actively debating the stock's valuation and potential for a breakout, with many investors pointing to bullish sentiment surrounding the company's AI-focused storage roadmap and HBF memory technology.

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 experiencing high volatility as investors weigh record-breaking revenue growth and raised forward guidance against a wider-than-expected earnings loss and ongoing concerns regarding dilution. While the community remains sharply divided, many shareholders are highlighting the company's substantial backlog and strategic acquisitions as indicators of long-term potential, despite aggressive short-selling activity and frustration over the stock's immediate price action.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is trending as investors focus on recent manufacturing de-risking milestones and institutional accumulation ahead of the company's upcoming growth conference. The community is actively debating the path to a BLA filing and speculating on potential long-term commercial upside for the CAN-2409 platform.

RUM Group, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

RUM is experiencing significant upward momentum as investors shift focus toward its transition into an AI-infrastructure play following the Northern Data acquisition and strong revenue guidance. The community is heavily focused on the potential for a massive short squeeze, fueled by a high short interest and anticipation that major institutional buyers will re-rate the stock as they continue to pile into the AI compute sector.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

Marathon Digital Holdings is trending as investors weigh significant Bitcoin divestments against the company's evolving strategy to pivot toward AI-focused digital infrastructure. Community sentiment remains highly polarized, with intense debate centered on management's executive compensation, the timeline for securing major data center tenants, and the stock's sensitivity to both Bitcoin price volatility and potential crypto-clarity legislation.

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 trending after successfully delivering its first Horizon 1 AI Cloud facility to Microsoft, a milestone that underscores the company's ability to execute on its massive long-term cloud services contract. Community discussions are heavily focused on the stock's potential for a short squeeze, with many users highlighting significant institutional accumulation and aggressive call buying as key drivers for a potential upward re-rating.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

BCRX is facing significant downward pressure and intense community frustration as traders debate whether the recent decline is a manipulated short-selling event or a broader trend shift, while others remain focused on the company's long-term potential and buyout speculation.

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 currently facing downward pressure due to an ongoing European Union regulatory probe into its acquisition of Ceconomy, leading to concerns about heightened scrutiny for Chinese firms. Community sentiment remains polarized, with many investors expressing deep frustration over the stock's long-term stagnation and persistent underperformance compared to domestic US tech markets.

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Lumentum is trending as a major beneficiary of the accelerating AI infrastructure buildout, with community excitement fueled by blowout quarterly results and bullish guidance that highlight strong optical networking demand. While the stock has faced broader market volatility, investors are closely watching its role in the optical supply chain as a critical bottleneck solution for high-speed data center connectivity.

Lumentum's Upbeat Report Sparks Photonics Rally: Coherent's Earnings Up Next

LITE is rallying after reporting fiscal Q4 revenue of $1.01 billion, up 109% year-over-year and above the $987.7 million consensus, with adjusted EPS of $3.23 also beating estimates. The company's Q1 guidance for revenue of $1.225-$1.275 billion and EPS of $4.05-$4.35 came in well above analyst expectations, and multiple firms raised their price targets on the stock. With a tame CPI print also boosting the broader market and AI-driven optical networking demand intact, the stock surged premarket and continued higher through the session.

INFQ's Q2 Net Loss Widens Y/Y, Revenues Top on NASA Quantum Demand

Infleqtion's Q2 revenues surge 116% on NASA quantum demand, but higher costs widen losses, and the company raises its 2026 revenue guidance.

Zacks.com featured highlights include LifeStance Health, Tutor Perini, Valero Energy, SharkNinja and Lumentum

Low-leverage stocks like LifeStance Health, Tutor Perini, Valero Energy, SharkNinja and Lumentum offer resilience amid oil and geopolitical risks.

Stock Market News for Aug 13, 2026

Wall Street closed mixed on Wednesday as investors weighed the latest inflation reading and continued to monitor corporate earnings. 

COHR Stock Dips Overnight Despite Strong Q4: Retail Bulls Keep The Faith

Equity

The immediate reaction reflects investors’ ever-increasing expectations for optics suppliers.


LITE Q4 Earnings Beat as AI Demand Drives Optical Growth Surge

Lumentum's Q4 earnings and revenues surge as cloud and AI demand drives record transceiver shipments and 1.6T product shipments begin.

Super Micro Computer Q4 Earnings Beat Estimates, Revenues Rise Y/Y

SMCI posts a 315% earnings jump and 93% revenue growth, fueled by AI demand, record orders and a strong fiscal 2027 outlook.

Ambiq's Q2 Earnings Surpass Estimates, Revenues Rise Y/Y

AMBQ's Q2 earnings beat estimates as Edge AI demand drives an 89.7% revenue surge, while margins expand and growth stays strong.

Lumentum Q4 Earnings Call Focuses on AI Optics, OCS & NPO Ramps

LITE's Q4 call spotlights broadening AI optics demand, faster revenue growth and 1.6T and OCS ramps as newer drivers begin contributing.


5 Low-Leverage Stocks to Buy as High Oil Prices Shake Investor Confidence

High oil prices and market volatility spotlight five low-leverage stocks with strong earnings growth and resilient balance sheets.

Lumentum Sees 'Incredibly Strong' 2027 Demand

Lumentum (NASDAQ: LITE) stock jumped premarket after smashing Q4 earnings and revenue estimates, fueled by massive AI optical demand.read more...

$LITE Q4 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of -$84.65 down -2866.34% YoY
• Reported revenue of $1.01B up 109.34% YoY
• Lumentum expects the first quarter of fiscal year 2027 to have net revenue in the range of $1.225 billion to $1.275 billion, with non-GAAP operating margin of 39.5% to 40.5%.

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Lumentum Holdings Inc

 Q4 '26 Earnings Results & Recap

• Reported GAAP EPS of -$84.65 down -2866.34% YoY
• Reported revenue of $1.01B up 109.34% YoY
• Lumentum expects the first quarter of fiscal year 2027 to have net revenue in the range of $1.225 billion to $1.275 billion, with non-GAAP operating margin of 39.5% to 40.5%.

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$LITE Q4 '26 Earnings Results & Recap

• Reported GAAP EPS of -$84.65 down -2866.34% YoY
• Reported revenue of $1.01B up 109.34% YoY
• Lumentum expects the first quarter of fiscal year 2027 to have net revenue in the range of $1.225 billion to $1.275 billion, with non-GAAP operating margin of 39.5% to 40.5%.

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.

Extremely Bullish Sentiment

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