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CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeaves sharp selloff and Goldman Sachs Buy upgrade are driving discussion, but the upgrade-fueled bounce quickly faded as traders focused on the companys heavy debt, borrowing costs, and ability to finance its AI infrastructure expansion. Dip buyers see an oversold setup and possible short squeeze, while bears warn of further losses or dilution if financing remains difficult.

QXO, Inc. is a publicly traded distributor of roofing, waterproofing and complementary building products in the United States. It plans to become tech-enabled in the building products distribution industry and generate outsized value for shareholders. The company was founded on October 3, 2002, and is headquartered in Greenwich, CT.

QXO Inc.

QXOs continued slide to fresh lows is dominating discussion, with traders pointing to weak housing and roofing demand, high rates, and analyst target cuts as pressures on the building-products roll-up. Many criticize perceived dilution and managements limited communication, while some long-term holders argue the selloff is excessive and continue buying.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

HOOD is drawing attention for a steep selloff, with traders pointing to analyst caution and target cuts, broader risk-off conditions, and weakness in crypto-related stocks as possible pressures ahead of earnings. The conversation is split between fears of further losses and dip-buying hopes that support will hold and the stock can recover.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is drawing attention for its steep slide to new lows, with many traders criticizing the companys business fundamentals and treating it as a Trump-linked meme stock; political fortunes and the approaching midterms are also cited as potential overhangs. Some traders still frame the depressed share price and merger or fusion prospects as a speculative opportunity.

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 shares are under pressure amid scheduled IPO lockup share releases, concerns about insider selling, and a TD Cowen price-target cut; traders also debate whether valuation, growth and OpenAI customer concentration leave room for further downside. Most discussion is bearish and frustrated, though some investors see the selloff as an oversold buying opportunity based on Cerebrass AI-chip potential.

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

MARAs steep, persistent selloff and weak performance despite relatively resilient Bitcoin are dominating discussion, with traders pointing to skepticism over the AI/data-center pivot and the lack of signed tenant contracts. Frustrated bears cite management and execution concerns, while some bulls view the decline as overdone and anticipate a rebound if Bitcoin strengthens or a lease is announced.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

The FDAs acceptance of CorMedixs supplemental application for REZZAYO prophylaxis with Priority Review is driving attention, putting a decision on the expanded indication on the regulatory path. Traders see potential for a broader growth opportunity, but some are frustrated that the news has not produced a stronger share-price response; approval is not assured.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

OKLOs steep decline is being discussed alongside concerns about ongoing share dilution, limited company updates, and a long path to licensing and revenue, with traders also pointing to weakness across speculative nuclear stocks. Some see the selloff as an oversold entry tied to long-term nuclear power demand, while others question the companys valuation and ability to execute.

Disc Medicine, Inc. is a clinical-stage biopharmaceutical company, which engages in the discovery, development, and commercialization of treatments for hematologic diseases. It assembles a portfolio of clinical and preclinical product candidates that aim to modify fundamental biological pathways associated with the formation and function of red blood cells, specifically heme biosynthesis and iron homeostasis. The company was founded in October 2017 and is headquartered in Watertown, MA.

Disc Medicine Inc

Disc Medicine shares are surging after bitopertins Phase 3 APOLLO trial met both co-primary and all secondary endpoints in erythropoietic protoporphyria, addressing efficacy questions behind the FDAs earlier rejection; the company plans to resubmit its application. Traders are debating whether the positive data can sustain the rally, with profit-taking and selling pressure competing against bullish views and speculation about a short squeeze.

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 

Centrus shares are drawing attention for their steep selloff and fresh lows, with traders frequently blaming share dilution and questioning the valuation and funding needs of its capital-intensive enrichment expansion. Some see the decline as an opportunity based on long-term U.S. nuclear-fuel demand, while others remain concerned about further downside and execution risks.

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AXTI is drawing attention after a sharp move tied to strong quarterly results and year-over-year revenue growth, alongside optimism about its indium phosphide substrates role in AI data-center optics. Bulls see growth potential in the optical supply chain, while skeptics cite its steep valuation, China-related risks and the stocks sharp volatility.

AXT's Inventory Rises Sharply: Will Working Capital Pressure Grow?

AXTI's inventory rises 18% to $96.3 million, raising working-capital concerns despite strong InP demand, a $100 million-plus backlog and robust liquidity.

AXTI Stock Rises 21% in a Month: Should You Buy, Sell or Hold?

AXT's AI-driven InP growth, $100M-plus backlog and capacity expansion boost its outlook, but valuation and China exposure keep investors cautious.

Can Surging InP Demand Strengthen AXT's Long-Term Growth Potential?

AXTI's record InP sales, $100M-plus backlog, capacity expansion and multi-year deals position it to benefit from AI-driven optical demand.

Strength Seen in Allegro MicroSystems (ALGM): Can Its 8.7% Jump Turn into More Strength?

Allegro MicroSystems (ALGM) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

AXT, Inc. Schedules Third Quarter 2026 Earnings Release for October 29, 2026

AXT, Inc. (NasdaqGS: AXTI), a leading manufacturer of compound semiconductor substrates, will announce its financial results for the third quarter 2026 in a press release immediately following the close of market on October 29, 2026.The company will also host a conference call to discuss these...

AXT (AXTI) Is Up 12.72% in One Week: What You Should Know 

Does AXT (AXTI) have what it takes to be a top stock pick for momentum investors? Let's find out.

Amkor vs. AXT: Which Semiconductor Stock Is the Better Buy Now?

AMKR's record revenues, AI/HPC packaging growth and lower valuation put it ahead of AXTI, though both benefit from AI infrastructure demand.

Bear of the Day: Qualcomm (QCOM)

Bull of the Day: AXT (AXTI)

Gateway for "secret semiconductor substrate" InP (indium phosphide) is blowing minds with triple-digit growth

AXT's Geographic Reach Expands: Can It Drive More Revenue Growth?

AXTI's surging sales in Europe and Asia-Pacific are broadening its revenue base beyond China as InP demand and export approvals improve.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXTI Stock Skyrockets As Investors Cheer Blowout Guidance, Record Quarterly Revenue — Needham Spots A 'Real' AI Networking Opportunity

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<ul class="summary-bullets"><li>Beyond the near-term earnings beat, Needham said AXT is becoming better positioned to capitalize on AI-driven demand for optical networking components.</li><li>The firm said that deals with two global InP laser providers and growth in China's optical networking market create "real opportunities" for AXT to gain data center networking share.</li><li>AXT forecast earnings per share of $0.3 to $0.32 in the third quarter on revenue of $66 million, blowing past Wall Street’s estimates of an EPS of $0.1 on revenue of $38.8 million.</li></ul>Shares of AXT Inc. (AXTI) continued soaring on Friday, surging by nearly 47% in the opening trade following a 27% surge on Thursday, as investors cheered the semiconductor materials company’s blowout third-quarter guidance.AXT’s better-than-expected second-quarter (Q2) performance and the third-quarter (Q3) guidance also earned it an upgrade and a price target hike from Wall Street, according to TheFly.<a href="https://stocktwits.com/symbol/AXTI">AXT shares</a> were up more than 20% in Friday’s opening trade after paring some of the early gains. AXTI was among the top trending tickers on Stocktwits at the time of writing.<h2 class="st-heading-2">Needham Says AXTI's AI Networking Growth Is Becoming 'Real'</h2>Needham upgraded AXT to ‘Buy’ from ‘Hold’ with a $90 price target, implying an upside of 61% from current levels.Beyond the near-term earnings beat, the firm said AXT is becoming better positioned to capitalize on AI-driven demand for optical networking components.Needham pointed to the company's contracts with two global indium phosphide (InP) laser providers and the continued growth of China's domestic optical networking ecosystem as "real opportunities" for AXT to expand its market share in data center networking.Analysts at B. Riley raised their price target on AXT to $55 from $52 while maintaining a ‘Neutral’ rating, updating its estimates following the company's Q2 earnings report.AXT reported earnings per share (EPS) of $0.19 on revenue of $47.6 million, beating an estimated EPS of $0.07 on revenue of $34.1 million, according to Fiscal.ai data. AXT highlighted that its Q2 revenue was the highest quarterly revenue in its history.The company forecast an EPS of $0.3 to $0.32 in Q3 on revenue of $66 million, blowing past Wall Street’s estimates of an EPS of $0.1 on revenue of $38.8 million.<h2 class="st-heading-2">AXTI Has Reached An ‘Inflection Point,’ Says CEO</h2>During a post-earnings call with analysts, AXT CEO Morris Young said that the company has reached an “inflection point” as demand for its indium phosphide (InP) materials accelerates, driven by the rapid build-out of AI data center infrastructure.Young said the company is on track to more than triple its indium phosphide revenue opportunity by the end of 2026, fueled by faster-than-expected capacity expansion, manufacturing productivity improvements and a shift toward larger-diameter, higher-value substrates.AXT is also planning to double its InP production capacity in 2027 after expanding capacity this year, a move that would make it the world's largest indium phosphide producer.“Customer demand continues to outpace supply, no matter how fast we add capacity. Broadly, the deployment of optical connectivity in AI data center is accelerating as hyperscalers scale GPU dense architectures and look for higher speed, lower power photonics to move data more efficiently,” Young said, while adding that the order backlog now exceeds $100 million.He said hyperscalers are rapidly deploying optical connectivity for AI data centers, driving demand for indium phosphide-based lasers and detectors used in 800G and 1.6T optical transceivers. Young also highlighted AXT's recently announced long-term supply agreements with Coherent Corp. (COHR), Lumentum Holdings Inc. (LITE) and Casela.<h2 class="st-heading-2">How Retail Traders Reacted To AXT Stock</h2>Retail sentiment on Stocktwits around AXTI was in the ‘extremely bullish’ territory, with message volumes at ‘extremely high’ levels at the time of writing.One bullish user believes that AXT shares will top $150 by the end of 2026, noting that they are slowly adding to their position in the company.<stembedurl>https://stocktwits.com/uwada/message/660524588</stembedurl><a href="https://stocktwits.com/symbol/AXTI">AXTI stock</a> is up 242% year-to-date and 2,587% over the past 12 months. The Vanguard Morningstar Total Stock Market ETF (VTI) is up 17% over the past 12 months, while the Tema Photonics &amp; Optical ETF (LAZR) is down 27%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/default/equity/fed-divide-widens-dissenters-push-rate-hikes-inflation-hammack-kashkari/cZN4JU2RJPf">Fed Divide Widens As Dissenters Publicly Push For Rate Hikes To Tame Inflation — Hammack Says 'Now Is The Time' To Act</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a smartphone displays the logo of AXT, Inc. (Photo illustration by Cheng Xin/Getty Images)

Needham upgraded AXT to ‘Buy’ from ‘Hold’ with a $90 price target, implying an upside of 61% from current levels.

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Traders are closely monitoring the sharp price swings as the stock dropped significantly from recent highs while attempting to find support.

Critics are highlighting concerns over negative operating cash flow, high inventory levels, and aggressive retail growth expectations.

Current Price	$57.34
Prev Close	$51.47
Open	$55.34
Dividend Yield	0.00%
50-Day Moving Average	$70.80
Beta	2.64
Avg. Volume	8.75M
PE Ratio	2,767.20

52-Week High	$143.16
52-Week Low	$4.81
Market Capitalization	$3.38B
EPS (Annual)	-$0.488
Price to Book	3.82
Revenue Per Employee	$82,393.66

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