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Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons sharp rally is drawing attention after Morgan Stanley named it a top pick, citing AWS growth and AI opportunities. Traders are broadly bullish, though some question whether the move can hold and point to earnings and technical resistance as potential tests.

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

Goldman Sachs upgraded CoreWeave to Buy while lowering its price target, drawing attention after a sharp selloff in AI infrastructure stocks. Traders debated whether the upgrade and AI demand could support a rebound or whether heavy debt and financing concerns would keep pressure on the shares.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. It operates through the Steelmaking and Other Businesses segments. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

Better-than-expected third-quarter results and a substantially more upbeat 2027 earnings outlook are driving CLF attention and a sharp rally. Traders are debating whether the forecast and steel-price tailwinds can overcome debt and execution concerns, while some view the move as vulnerable to profit-taking or short-covering volatility.

Sea Ltd. is an internet and mobile platform company, which engages in the provision of online gaming services. It operates through the following segments: Digital Entertainment, E-Commerce, and Digital Financial Services. The Digital Entertainment segment offers and develops mobile and PC online games. The E-Commerce segment manages a third-party marketplace through the Shopee mobile app and websites that connect buyers and sellers. The Digital Financial Services segment includes a variety of payment services and loans to individuals and businesses through SeaMoney. Sea was founded by Xiao Dong Li, Gang Ye, and Jing Ye Chen on May 8, 2009 and is headquartered in Singapore.

Sea Ltd - ADR

Sea shares are drawing attention after a sharp slide and technical breakdown, with traders repeatedly pointing to insider share sales as added selling pressure. Some view the sales as planned and the decline as disconnected from the companys growth, while others worry about management confidence and cite broader Southeast Asian market and oil-related risks.

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 is surging after bitopertin met all primary and secondary endpoints in the Phase 3 APOLLO trial for erythropoietic protoporphyria, strengthening the companys path toward an FDA resubmission. Traders are broadly bullish and debating a possible short squeeze, while some cite dizziness concerns and potential profit-taking.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBios expanded FDA approval of ANKTIVA for papillary-only BCG-unresponsive bladder cancer, alongside long-term Phase 3 data showing durable responses and cystectomy avoidance, is driving attention. Traders are frustrated by the share-price drop despite the positive developments, debating a sell-the-news reaction and broader biotech weakness versus unverified claims of short-selling pressure.

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

CBRS is drawing attention amid a steep post-IPO selloff, with traders pointing to successive insider-share unlocks and a broader AI and semiconductor pullback. Bears cite the companys high valuation, scaling concerns and OpenAI dependence, while bulls argue the decline is overdone and are buying dips.

X-Energy, Inc. engages in the development of advanced small modular nuclear reactors and fuel technology for clean energy generation. Its solutions include Xe-100 and TRISO-X. The company was founded by Kam Ghaffarian and Eben Mulder in 2009 and is headquartered in Rockville, MD.

X-Energy Inc. - Ordinary Shares- Class A

X-Energy Inc

Traders are focused on AEP and X-energy evaluating a potential 960-MW small modular reactor project in Indiana, with Amazon funding development and potentially buying power long termfueling optimism about nuclear power for data centers. The project remains at the evaluation stage, and enthusiasm over the opportunity is tempered by concern about XEs sharp selloff and the long path to commercial deployment.

Almonty Industries, Inc. engages in the mining, processing, and shipment of tungsten concentrates. Its projects include Almonty Korea Tungsten, Panasquiera mine, Gentung, Almonty Korea Moly, Los Santos mine, and Valtreixal. The company was founded on September 28, 2009 and is headquartered in Dillon, MT.

Almonty Industries Inc

Almontys investor-day webcast is driving concern, with traders criticizing CEO Lewis Blacks presentation and questioning whether it signaled an undisclosed problem. Others say the content sounded positive and see no clear negative update, leaving the selloffs cause uncertain.

Dynex Capital, Inc. is an internally managed mortgage real estate investment trust. It engages in the business of investing in mortgage-backed securities. The company was founded on December 18, 1987 and is headquartered in Glen Allen, VA.

Dynex Capital, Inc.

Dynexs Q3 results have focused attention on a sharp book-value decline as wider agency mortgage spreads drove losses, alongside earnings below the dividend payout. Traders are split between buying the dip on managements confidence in liquidity and future spread recovery, and worrying about dividend coverage and further share-price downside.

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Here's How Much $1000 Invested In Extreme Networks 10 Years Ago Would Be Worth Today

Extreme Networks (NASDAQ:EXTR) has outperformed the market over the past 10 years by 4.67% on an annualized basis producing an average annual return of 18.43%. Currently, Extreme Networks has a market capitalization ofread more...

Extreme Networks Schedules First Quarter 2027 Financial Results Conference Call

Extreme Networks, Inc. (Nasdaq: EXTR), a leader in AI-powered automation for networking, today announced plans to release financial results for its first fiscal quarter 2027, ended September 30, 2026. The company will announce before market open on Wednesday, October 28, 2026, followed by an...

If You Invested $100 In Extreme Networks Stock 15 Years Ago, You Would Have This Much Today

Extreme Networks (NASDAQ:EXTR) has outperformed the market over the past 15 years by 1.69% on an annualized basis producing an average annual return of 15.56%. Currently, Extreme Networks has a market capitalization ofread more...

Extreme Networks CEO Edward Meyercord Sells 50,000 Shares for $1.1 Million

Key PointsThe sale was valued at $1.1 million...

Here's How Much You Would Have Made Owning Extreme Networks Stock In The Last 10 Years

Extreme Networks (NASDAQ:EXTR) has outperformed the market over the past 10 years by 3.74% on an annualized basis producing an average annual return of 17.31%. Currently, Extreme Networks has a market capitalization ofread more...

Extreme Networks Becomes Oversold (EXTR)

Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which me...

$1000 Invested In Extreme Networks 15 Years Ago Would Be Worth This Much Today

Extreme Networks (NASDAQ:EXTR) has outperformed the market over the past 15 years by 1.39% on an annualized basis producing an average annual return of 14.81%. Currently, Extreme Networks has a market capitalization ofread more...

Is the Options Market Predicting a Spike in Extreme Networks Stock?

Investors need to pay close attention to EXTR stock based on the movements in the options market lately.

Extreme Networks (EXTR) Rises on Strong AI Driven Results

Extreme Networks (EXTR) Rises on Strong AI Driven Results...

Did Extreme Networks, Inc. Insiders Breach their Fiduciary Duties to Shareholders?

Did Extreme Networks, Inc. Insiders Breach their Fiduciary Duties to Shareholders? Did Extreme Networks, Inc. Insiders Breach their Fiduciary Duties to Shareholders? PR Newswire NEW YORK, Aug. 17, 2026 Shareholders are urged to contact the firm immediately at no cost or obligation, as there may be...

Extreme Networks, Inc. engages in the development and marketing of network infrastructure equipment and related software. It is involved in the design, development, and manufacture of wired, wireless, and software-defined wide area-network infrastructure equipment, software, and cloud-based network management solutions. The company was founded in May 1996 and is headquartered in Morrisville, NC.

Extreme Networks Inc.

ANET, CLS, EXTR, LITE Stock In Focus — UBS Sees Data Center Investments To Drive Demand, But Supply Constraints Persist

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Neutral Sentiment

<ul class="summary-bullets"><li>Networking and optical equipment providers have seen strong order volumes over the past three months.&nbsp;</li><li>Despite strong demand, longer lead times for key components such as networking chips, CPUs and indium phosphide are expected to slow the industry's ability to meet and ship orders.</li><li>Top AI infrastructure players, including Arista Networks, Celestica, Extreme Networks and Lumentum, remain well-positioned to beat near-term financial estimates.</li></ul>Rapid acceleration in data center infrastructure spending over the last quarter is driving a major wave of demand for technology suppliers, even as persistent supply chain bottlenecks threaten to cap near-term revenue potential.Expanding investments in digital infrastructure have generated strong order volumes and healthy backlogs across the networking and optical equipment sectors, according to a UBS research note published on Seeking Alpha.&nbsp;But lengthening delivery times for critical components, including advanced CPUs, networking silicon and specialized raw materials, are preventing some corporations from fully converting this surging demand into immediate shipments.Despite these fulfillment challenges, industry indicators reveal strong underlying dynamics for market leaders preparing to report quarterly earnings.Arita Networks (ANET) gained 1% and Lumentum Holdings (LITE) jumped 5.5%, while Celestica (CLS) and Extreme Networks (EXTR) slipped about 0.5%.&nbsp;<h2 class="st-heading-2">Networking Giants Maintain Upward Momentum</h2>Arista Networks Inc. stands out as a primary beneficiary of the sector's momentum. Driven by deeper integration with large-scale "hyperscaler" cloud providers and neocloud operators, the company is anticipated to exceed consensus revenue and earnings forecasts.UBS analyst David Vogt projected that building order strength and rising deferred product revenue over the past year could prompt Arista to significantly raise its calendar year 2026 revenue growth guidance, pushing it to 33% from the previously forecast 27.5%.Meanwhile, manufacturing partner Celestica Inc. appears to have successfully resolved past supply disruptions. Channel checks indicate that lingering issues that previously dragged down server and tensor processing unit (TPU) metrics are resolved.Strong appetite for ethernet switches from corporate giants like Amazon (AMZN) and Meta (META) platforms is expected to boost Celestica's quarterly revenue by 3% to 4% above projections, potentially pushing total sales to approximately $4.5 billion, UBS noted.<h2 class="st-heading-2">Wired, Wireless And Optical Segments Also See Strong Demand</h2>Vogt believes that strong demand for Extreme Networks' wired and wireless networking equipment will propel its revenue beyond his initial estimates, potentially reaching the upper limit of the company's guidance at around $335 million during the current quarter.In the optical infrastructure market, Lumentum Holdings Inc. is capitalizing on the broader scale-out of hardware networks. Accelerated volumes of optical circuit switches and growing demand for high-speed transceivers are serving as material tailwinds, Vogt noted.<h2 class="st-heading-2">ANET, CLS, EXTR, LITE: Retail View&nbsp;</h2>Retail sentiment on Stocktwits on ANET stock was ‘extremely bullish’ and was ‘bullish’ for EXTR and LITE stock, while retail investors were ‘bearish’ on CLS.&nbsp;<a href="https://stocktwits.com/symbol/ANET">ANET stock</a> has jumped 39%, <a href="https://stocktwits.com/symbol/LITE">LITE</a> soared 120%, <a href="https://stocktwits.com/symbol/CLS">CLS</a> gained 16% and <a href="https://stocktwits.com/symbol/EXTR">EXTR</a> rose 94% year-to-date.&nbsp;&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com

A close-up of AI cloud data center racks with servers, cables, and blinking lights. (Photo by Joan Cros/NurPhoto via Getty Images)

Rapid acceleration in data center infrastructure spending over the last quarter is driving a major wave of demand for technology suppliers, even as persistent supply chain bottlenecks threaten to cap near-term revenue potential.

A UBS research note indicates that while skyrocketing investments in data center infrastructure are fueling strong order backlogs for major tech hardware suppliers, persistent component shortages could limit immediate revenue recognition.

Arista Networks Inc

Celestica, Inc.

Lumentum Holdings Inc

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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	$21.87
Prev Close	$21.73
Open	$22.30
Dividend Yield	0.00%
50-Day Moving Average	$22.68
Beta	1.52
Avg. Volume	1.4M
PE Ratio	69.20

52-Week High	$33.73
52-Week Low	$13.48
Market Capitalization	$2.87B
EPS (Annual)	$0.3121
Price to Book	32.19
Revenue Per Employee	$443,535.94

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