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Fervo Energy Co. operates as a energy company. It builds and operates power facilities in extracting geothermal energy. The company was founded by Jack Norbeck and Timothy Latimer in 2017 and is headquartered in Berkeley, CA.

Fervo Energy Co. - Ordinary Shares - Class A

Fervo Energy Co

FRVO is drawing attention amid a steep post-IPO decline and debate over a short-seller report that questions Fervos geothermal performance, including water recovery, alongside concerns about transmission constraints and project execution. Bulls point to Cape Stations first-power milestone and Google contracts as evidence of commercial potential, while skeptics question whether the technology and economics can scale.

FMC Corp. is an agricultural sciences company, which engages in the provision of solutions to growers and development of pipeline in crop protection, plant health, agriculture, pest control, and turf management. It offers insect control products under the Rynaxypyr and Cyazypyr brands. The company was founded by John Bean in 1883 and is headquartered in Philadelphia, PA.

FMC Corp.

FMCs sharp Q3 outlook cut, driven by price resets on distributor inventory and weak demand, has intensified concerns about shrinking margins, heavy debt and possible bankruptcy. Bears see further financial distress ahead, while bulls argue the bad news may be largely priced in and point to a potential turnaround or short squeeze.

Helus Pharma, Inc. operates as a clinical-stage biopharmaceutical company on a mission to create safe and effective psychedelic-based therapeutics to address the large unmet need for new and innovative treatment options for people who suffer from mental health conditions. It is currently developing CYB003, a proprietary deuterated psilocybin analog for the treatment of major depressive disorder and CYB004, a proprietary deuterated DMT molecule for generalized anxiety disorder and has a research pipeline of investigational psychedelic-based compounds. The company was founded by Paul Glavine, Eric So, and John Kanakis on October 13, 2016 and is headquartered in Toronto, Canada.

Helus Pharma Inc.

Attention centers on Helus Pharmas anticipated Phase 3 HLP003 topline results for major depressive disorder, with traders debating whether the results will confirm earlier efficacy signals and support the drugs adjunctive approach alongside existing antidepressants. Optimism about the potential catalyst is tempered by concerns about trial uncertainty, possible dilution, and volatile trading.

The Compound Governance Token is a governance token on the Compound Finance lending protocol, COMP allows the owner to delegate voting rights to the address of their choice; the owner’s wallet, another user, an application, or a DeFi expert. Anybody can participate in Compound governance by receiving delegation, without needing to own COMP.  Anybody with 1% of COMP delegated to their address can propose a governance action; these are simple or complex sets of actions, such as adding support for a new asset, changing an asset’s collateral factor, changing a market’s interest rate model, or changing any other parameter or variable of the protocol that the current administrator can modify.

Compound

COMP is drawing attention amid volatile price action, with dip buyers calling the selloff an accumulation opportunity while skeptics point to its persistent underperformance versus other crypto assets. Bullish traders cite the capped 10 million token supply and Compounds institutional-market and V4 plans as potential catalysts, though the discussion offers no consensus that these will translate into stronger performance.

TTM Technologies, Inc. engages in the manufacture and sale of printed circuit boards and backplane assemblies. It operates through the following segments: Aerospace and Defense (A&D), Commercial, and Radio Frequency and Specialty (RF&S) Components. The A&D segment consists of Printed circuit boards (PCBs), value-added assemblies, microelectronics, RF and microwave components and assemblies, and integrated mission systems. The Commercial segment includes PCBs using customer-supplied engineering and design plans supporting customers in the automotive, medical, industrial, and instrumentation, networking, and data center computing end markets. The RF&S Components segment consists of TTM designed RF components for commercial customers in the telecommunications, industrial, and instrumentation markets. The company was founded on March 20, 1978 and is headquartered in Santa Ana, CA.

TTM Technologies Inc

TTM Technologies is rebounding after a roughly 28% selloff despite a strong earnings beat and raised outlook. Traders are split on whether the drop overreacted to acquisition-related debt and execution risks or whether those concerns justify continued caution.

Spotify Technology SA engages in the provision of digital music services. It operates through the Premium and Ad-Supported segments. The Premium segment provides subscribers with online and offline streaming access of music and podcasts on computers, tablets, and mobile devices. The Ad-Supported segment offers users with limited on-demand online access of music and unlimited online access of podcasts on computers, tablets, and mobile and smart devices. The company was founded by Daniel Ek and Martin Lorentzon on December 27, 2006 and is headquartered in Stockholm, Sweden.

Spotify Technology S.A.

Spotifys quarterly report and stronger-than-expected profit outlook are driving attention: revenue and EPS missed estimates, but premium subscriber growth and gross margin topped guidance, while the next-quarter operating-income forecast came in above expectations. Traders are debating whether the upbeat outlook outweighs higher expenses and the headline misses, as shares rallied sharply.

Sony Group Corp. engages in the development, design, manufacture, and sale of electronic equipment, instruments, devices, game consoles, and software for consumers, professionals and industrial markets. It operates through the following segments: Game and Network Services, Music, Pictures, Entertainment Technology & Services, Imaging and Sensing Solutions, Financial Services, and Others. The Game and Network Services segment deals with gaming machines, software and network services. The Music segment produces and publishes music and provides image media platforms. The Pictures segment handles film production, television program creation, and media networks. The Home Entertainment and Sound segment offers LCD televisions, home audio, Blu-ray Disc players and recorders, and memory-based portable audio devices. The Imaging and Sensing Solutions segment includes the image sensors business. The Financial Services segment manages the life insurance and non-life insurance operations and banking business. The Others segment consists of various operating activities, including the disc manufacturing and recording media businesses. The company was founded by Akio Morita and Masaru Ibuka on May 7, 1946 and is headquartered in Tokyo, Japan.

Sony Group Corporation - ADR

Sony Group Corporation

Sonys plan to end physical PlayStation game releases has sparked the dominant debate, with critics warning of consumer boycotts and lost console demand while supporters argue digital distribution could improve margins. The discussion also reflects broader concerns about Sonys control over game access, pricing, and ownership.

Cameco Corp. engages in the provision of uranium. It operates through the Uranium and Fuel Services segments. The Uranium segment is involved in the exploration for, mining, milling, purchase, and sale of uranium concentrate. The Fuel Services segment deals with the refining, conversion, and fabrication of uranium concentrate and the purchase and sale of conversion services. The company was founded in 1988 and is headquartered in Saskatoon, Canada.

Cameco Corp.

Camecos slide to a new 52-week low is being linked by traders to Cigar Lake production setbacks and uncertainty over the Westinghouse IPO timeline. Bears worry about weaker operations and earnings, while some investors see the selloff as a uranium-sector buying opportunity, citing long-term nuclear demand.

Flutter Entertainment Plc engages in the business of online betting and gaming. It operates through the following segments: UK and Ireland, Australia, International, and US. The UK and Ireland segment includes the operations of Sky Betting and Gaming, Paddy Power, Betfair, and tombola. The Australia segment focuses on sports betting services provided to Australian customers online. The International segment relates to poker, casino, rummy, lottery, and sports betting. The US segment includes sports betting, daily fantasy sports, and gaming services. The company was founded in 1988 and is headquartered in New York, NY.

Flutter Entertainment Plc

Flutter shares remain under pressure as traders weigh competition from prediction markets and regulatory and tax risks, including Brazils online-betting restrictions, against the companys FanDuel business. The community is divided on whether the upcoming Q3 results and a Citi upgrade signal a recovery or whether weak execution and continued selling will persist.

Kyverna Therapeutics, Inc. is a cell therapy clinical-stage biotechnology company, which engages in the provision of treatments and potential cures for serious autoimmune diseases. The company was founded in June 2018 and is headquartered in Emeryville, CA.

Kyverna Therapeutics Inc.

Positive miv-cel clinical data in stiff-person syndromereported as significant and durable across trial endpointsalongside encouraging longer-term results in myasthenia gravis is driving discussion, with traders focused on Kyvernas path toward a BLA for SPS. Reactions are divided: many see the findings as a validation of the autoimmune CAR-T program, while others question the small studies and serious adverse events and are frustrated that the shares have pulled back despite the favorable readout.

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COHR is drawing attention amid sharp, volatile moves across AI-optics stocks as traders reassess data-center spending, valuations, and funding concerns. The community is split between those expecting further downside and buyers who see the selloff as overdone, citing continued demand for optical connectivity in AI infrastructure.

AMD, QCOM Targets Raised While INTC, COHR Face Cuts — Susquehanna Sees ‘Modest Upside’ For Chip Earnings

Equity

Susquehanna expects AI demand to drive semiconductor earnings upside in the third quarter, even as its price-target revisions diverge across major chipmakers.

GLW, VZ, COHR In Focus As AI Fiber Shortage Drives Prices Higher — TrendForce Sees Supply Crunch Through 2028

Global optical fiber demand is projected to reach 577 million fiber-kilometers in 2026, with data centers accounting for a growing share.

Short Sellers Have Earned $32B Over The Past Week Amid Chipmaker Selloff: Report

The recent drop in semiconductor stocks led by CoreWeave has generated an estimated $32 billion in paper gains for bearish investors in just seven days.

CRDO vs. COHR: Which AI Connectivity Stock Is the Better Buy?

Credo and Coherent are riding the AI connectivity boom, but differing growth prospects, valuations and risks raise questions about which stock is the better buy.

Can Coherent's AI Data Center Expansion Fuel Long-Term Growth?

COHR is expanding AI data center capacity and advancing optical technologies as demand grows for faster, more energy-efficient connectivity.

Is COHERENT CORP (COHR) Outperforming Other Business Services Stocks This Year?

Here is how Coherent (COHR) and Ingram Micro (INGM) have performed compared to their sector so far this year.

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.

Zacks Industry Outlook Highlights Coherent, GigaCloud Technology and ScanSource

Coherent, GigaCloud Technology and ScanSource stand out in a challenged technology services industry, backed by AI demand, international expansion and strong growth.

AAOI, LITE, COHR Extend Sell-Off Overnight: AI Funding Fears Hit Optical Networking Trade, But Retail Bulls Eye Rebound

AI spending concerns rattle optical stocks after strong year-to-date gains amid robust demand for high-speed connectivity.


WCN Benefits From Buyouts & Global Waste-Management Market Expansion 

Waste Connections gains from buyouts, strong pricing and AI-driven efficiencies as the global waste-management market expands, supporting revenue growth.

Coherent Corp. engages in the development, refinement, manufacturing, and marketing of engineered materials, opto-electronic components and devices, and lasers for use in the industrial, communications, electronics, and instrumentation markets. It operates through the following segments: Networking, Materials, and Lasers. The Networking segment leverages compound semiconductor technology platforms and deep knowledge of end-user applications. The Materials segment markets engineered materials and optoelectronic devices. The Lasers segment serves industrial customers in semiconductor capital equipment, display capital equipment, precision manufacturing, and aerospace and defense, as well as instrumentation customers in life sciences and scientific research. The company was founded by Carl J. Johnson in 1971 and is headquartered in Saxonburg, PA.

Coherent Corp

Bullish Sentiment

<ul class="summary-bullets"><li>Susquehanna expects “modest upside” to third-quarter semiconductor earnings and fourth-quarter guidance, citing AI demand and a continuing broader industry upcycle.</li><li>The firm raised its AMD price target to $620 from $550 and Qualcomm to $185 from $160, maintaining its ratings.</li><li>Susquehanna cut targets on Coherent and Onsemi, but maintained ‘Positive’ ratings on both.</li></ul><p>Advanced Micro Devices Inc. (AMD) and Qualcomm Inc. (QCOM) saw their price targets raised by Susquehanna on Wednesday, while Intel Corp. (INTC) and Coherent Corp. (COHR) faced cuts as the firm revised its outlook for semiconductor stocks ahead of quarterly earnings.</p><p>Susquehanna expects “modest upside” to third-quarter earnings and fourth-quarter guidance, driven largely by artificial intelligence (AI) demand, while the broader semiconductor upcycle continues, according to The Fly.</p><p>At the time of this writing, QCOM and AMD stocks were trading nearly 1% higher, while COHR was up more than 1%. Meanwhile, <a href="https://stocktwits.com/symbol/INTC">INTC shares</a> were in the red.</p><h2 class="st-heading-2">AMD, QCOM And SKWS See Higher Targets</h2><p>Susquehanna raised AMD's price target to $620 from $550, maintaining a ‘Positive’ rating. It also raised QCOM’s target to $185 from $160 and Skyworks Solutions' (SWKS) target to $90 from $65, maintaining ‘Neutral’ ratings on both.</p><p>The revisions come as AMD expects third-quarter revenue of approximately $13 billion, plus or minus $300 million, representing roughly 41% year-over-year growth at the midpoint. AMD's second-quarter revenue rose 50% to $11.5 billion, including a 107% jump in data-center revenue to $6.7 billion, driven by demand for EPYC processors and Instinct graphics processing units.</p><p>Qualcomm, meanwhile, reported fiscal third-quarter revenue of $9.9 billion in July and expects non-handset revenue growth, including data centers, to exceed 60% in fiscal 2027, compared with 24% in fiscal 2026.</p><h2 class="st-heading-2">COHR, INTC And ON Face Target Cuts</h2><p>Susquehanna cut its price targets by 20% for <a href="https://stocktwits.com/symbol/ON">ON stock</a>, about 18% for <a href="https://stocktwits.com/symbol/COHR">COHR stock</a>, 17% for WOLF and 9% for INTC. The firm maintained ‘Positive’ ratings on Onsemi and Coherent and ‘Neutral’ ratings on Wolfspeed and Intel, according to The Fly.</p><p>Coherent, which supplies optical technologies used in AI infrastructure, reported fiscal fourth-quarter (Q4) revenue of $2.05 billion and forecast fiscal first-quarter (Q1) 2027 revenue of $2.2 billion to $2.4 billion.</p><p>Intel, meanwhile, forecast third-quarter revenue between $15.8 billion and $16.8 billion after reporting 25% year-over-year growth in second-quarter sales.</p><p>The target reductions came despite Susquehanna's broader expectations for modest upside in semiconductor earnings. The firm did not change its ratings on any of the seven companies.</p><div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col><col></colgroup><tbody><tr><td><strong>Company</strong></td><td><strong>Previous Target</strong></td><td><strong>New Target</strong></td><td><strong>Rating</strong></td></tr><tr><td>AMD (AMD)</td><td>$550</td><td>$620</td><td>Positive</td></tr><tr><td>Qualcomm (QCOM)</td><td>$160</td><td>$185</td><td>Neutral</td></tr><tr><td>Skyworks (SWKS)</td><td>$65</td><td>$90</td><td>Neutral</td></tr><tr><td>Coherent (COHR)</td><td>$425</td><td>$350</td><td>Positive</td></tr><tr><td>Onsemi (ON)</td><td>$150</td><td>$120</td><td>Positive</td></tr><tr><td>Intel (INTC)</td><td>$115</td><td>$105</td><td>Neutral</td></tr><tr><td>Wolfspeed (WOLF)</td><td>$30</td><td>$25</td><td>Neutral</td></tr></tbody></table><figcaption>Susquehanna’s Revised Price Targets And Ratings For Semiconductor Stocks (Oct. 21, 2026)</figcaption></figure></div><h2 class="st-heading-2">What Comes Next For Chip Stocks?</h2><p>Intel is scheduled to report third-quarter results on October 29, followed by AMD on November 3. The reports are expected to offer investors a clearer picture of whether AI-driven demand is translating into stronger revenue and earnings guidance across the semiconductor industry.</p><h2 class="st-heading-2">Retail Investors’ Sentiment Around Semiconductor Stocks?</h2><p>On Stocktwits, retail sentiment toward AMD and INTC was ‘neutral,’ while COHR, SWKS, ON and WOLF were in ‘bearish’ territory. Sentiment around <a href="https://stocktwits.com/symbol/QCOM">QCOM stock</a> stood out as ‘extremely bearish’.</p><p>So far in 2026, <a href="https://stocktwits.com/symbol/AMD">AMD stock</a> has gained over 143%, closely followed by Intel at 132%. ON stock has risen over 34%, <a href="https://stocktwits.com/symbol/WOLF">WOLF shares</a> about 23%, <a href="https://stocktwits.com/symbol/SWKS">SWKS stock</a> up nearly 27%, and COHR up around 21%. Qualcomm has lagged the group, gaining just over 2% so far this year.</p><p><strong>See Also:&nbsp;</strong><a href="https://stocktwits.com/news-articles/markets/equity/yardeni-s-meter-sees-ai-bubble-but-no-burst-yet-only-9-of-similar-cases-saw-a-bear-market-within-2-years/cZxM2dIRBvg"><strong>Yardeni’s Meter Sees AI Bubble, But No Burst Yet — Only 9% Of Similar Cases Saw A Bear Market Within 2 Years</strong></a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com</i></p>

A robotic machine manufactures a semiconductor chip at a stall to show investors during The Advantage Assam 2.0 Investment Summit in Guwahati, India, on February 25, 2025. (Photo by David Talukdar/NurPhoto via Getty Images)

Advanced Micro Devices Inc. (AMD) and Qualcomm Inc. (QCOM) saw their price targets raised by Susquehanna on Wednesday, while Intel Corp. (INTC) and Coherent Corp. (COHR) faced cuts as the firm revised its outlook for semiconductor stocks ahead of quarterl

Advanced Micro Devices Inc

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Qualcomm, Inc.

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$AAOI

Which photonics stock are you most bullish on for the next 5 years - $LITE, $IPGP, $COHR, or $AAOI? 
 
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