SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceXs Q3 earnings beat, first reported profit, and sharp growth in its AI-compute business are driving attention, with traders also reacting to ambitious forward revenue and spending commentary. Many are bullish and anticipate short covering, while others question the valuation, heavy capital expenditure, and whether the AI growth can justify expectations.

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 Micros preliminary fiscal Q1 update, which raised its revenue outlook substantially and projected improved gross margins on stronger AI-platform demand, is driving attention. Many traders welcomed the update and speculated about short covering, while others questioned whether the gains would hold given the companys history and ongoing concerns about execution and profitability.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflixs quarterly results beat earnings expectations, but softer fourth-quarter guidance and slowing revenue growth drove a sharp selloff, with traders also concerned about weaker advertising growth and execution. Bears see evidence of fading growth amid streaming competition, while bulls argue the profitable quarter makes the decline an overreaction.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Teslas upcoming quarterly results and Musks confirmation that Tesla and SpaceX have formed committees to explore a possible merger are driving attention. Traders debate whether merger prospects could support the stock or remain speculative, while others focus on earnings expectations and Teslas profitability; no deal has been agreed.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius is caught in volatile trading across AI infrastructure and neocloud stocks, with financing and debt concernsespecially spillover from CoreWeavedriving bearish debate. Bulls counter that AI compute demand remains strong and Nebius is better positioned than some peers, while traders watch broader tech spending and earnings for direction.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intels steep pullback and volatile rebounds ahead of earnings are driving discussion, alongside JPMorgans move to Neutral and reports of potential foundry customers. Traders are split between optimism about a foundry turnaround and skepticism over execution, valuation and the dilutive effect of Intels large share offering.

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

IRENs steep selloff and continued underperformance versus other neocloud and data-center stocks dominate discussion, alongside broader worries about how AI-cloud providers will finance expansion. Co-CEO Daniel Roberts claim that IRENs data centers were built with cash and carry no asset-level debt reassured some traders, while others remain concerned about the stocks weakness and whether any rebound can hold.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Reported orders from Chinese tech firms for Nvidias export-compliant GPUs are fueling discussion of strong demand despite U.S. restrictions; traders also note Nvidia may be able to fulfill only a small share of the orders. The community is divided as the stocks muted reaction and recent weakness keep concerns about AI spending, financing risks, and the sustainability of the rally in focus.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS shares rallied as traders focused on the Phase 3 REGAL AML trial nearing its 80-event threshold, which triggers final analysis; the last disclosed count was 78. Bulls see the approaching milestone and the CEOs upbeat anniversary comments as reasons for optimism and speculate about a buyout, while skeptics note that no new results or deal have been confirmed and attribute the move to volatile trading.

SK hynix, Inc. engages in the design, manufacture, and sale of semiconductor products. Its products include dynamic random access memory, not-AND flash memory, and multi-chip package. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is drawing attention amid a sharp, volatile selloff in Korean and memory-chip stocks, which traders attribute to foreign outflows, leveraged selling, and concerns about Chinese competition and the durability of AI-driven memory demand. The community is split between bearish calls for further declines and dip buyers who argue that strong memory demand and low valuations support a recovery.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Microsoft Corporation

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

Why Is IPG (IPGP) Down 16.6% Since Last Earnings Report?

IPG (IPGP) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

LITE Vs. COHR Vs. AAOI Vs. IPGP: Which Photonics Stock Do Retail Traders Prefer? 

Equity

AI data centers are steering the shift from copper to optical connectivity, putting photonics at the center of investor attention.

Should COHR Stock Be in Your Portfolio Before Q4 Earnings?

Coherent heads into fiscal Q4 earnings with strong AI demand, capacity expansion and margin gains, but its sharp rally and premium valuation support a Hold.

IPG (IPGP) Reliance on International Sales: What Investors Need to Know

Evaluate IPG's (IPGP) reliance on international revenue to better understand the company's financial stability, growth prospects and potential stock price performance.

IPG (IPGP) Upgraded to Buy: Here's Why

IPG (IPGP) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

IPGP Q2 Earnings Beat Estimates on Industrial Solutions Growth

IPG Photonics beats Q2 earnings estimates as Industrial Solutions growth, led by battery manufacturing, lifts revenues and margins.


Why IPG Photonics Rallied Today

Key PointsIPG delivered mixed second quarter earnings but strong guidance...

IPG Photonics Q2 Earnings Call Highlights

IPG Photonics Q2 Earnings Call Highlights...

IPG Photonics (IPGP) Surpasses Q2 Earnings Estimates

IPG (IPGP) delivered earnings and revenue surprises of +45.00% and -0.21%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

IPG Photonics Benefits From Strategic Expansion Into Medical Markets

IPGP's Lumibird Medical deal expands its medical laser reach, while rising semiconductor demand and new launches support growth in higher-value markets now.


IPG Photonics Corp. engages in the provision of design, development, production and distribution of fiber lasers, laser systems, fiber amplifiers, and related optical components. Its products include lasers, beam delivery, medical, telecom equipment, product finder and components such as pump diodes, chillers, and mid-IR crystals. The company was founded by Valentin P. Gapontsev and Igor Samartsev in 1990 and is headquartered in Marlborough, MA.

IPG Photonics Corp

Bearish Sentiment

<ul class="summary-bullets"><li>A Stocktwits poll showed Lumentum leading retail interest at 34%.</li><li>Applied Optoelectronics and Coherent seem attractive as well with 32% and 31% of the investors preferring them.</li><li>IPG Photonics trailed at 3% despite a Q2 beat.&nbsp;&nbsp;</li></ul><p>AI data centers are pushing the limits of traditional electrical connectivity, creating a growing opportunity for companies that move information with light instead of copper. Companies including Lumentum (LITE), Applied Optoelectronics (AAOI), Coherent (COHR) and IPG Photonics (IPGP) are major beneficiaries of this structural shift.&nbsp;</p><p>Retail investors appear divided over which optical technology suppliers will benefit most from that shift.</p><h2 class="st-heading-2">Retail Investors Pick Their Photonic Favorites</h2><p>A recent Stocktwits poll placed Lumentum at the front of the group with 34% of the vote, followed closely by Applied Optoelectronics at 32% and Coherent at 31%. IPG Photonics received only 3%, highlighting the market's stronger focus on businesses tied directly to AI networking.</p><figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_08_11_030959_e73adc3be1.png" alt="Screenshot 2026-08-11 030959.png" width="724" height="607"></figure><h2 class="st-heading-2">Lumentum Leads The Race</h2><p>Lumentum enters its Aug. 11 fiscal fourth-quarter (Q4) results with the largest share of retail enthusiasm. Its portfolio includes indium phosphide laser technology and high-speed optical modules, products positioned to support the rapid deployment of 800G and 1.6T networking inside large-scale AI facilities.</p><p>Analysts see $987.7 million in revenue with earnings of $2.97 per share.&nbsp;<a href="https://stocktwits.com/symbol/LITE">Lumentum stock</a> inched 0.2% higher overnight, ahead of Tuesday.&nbsp;</p><h2 class="st-heading-2">Applied Optoelectronics Gains Momentum</h2><p>Applied Optoelectronics has strengthened its case with a record $191.9 million in second-quarter revenue, an 86%&nbsp;surge year-on-year. The company also delivered adjusted earnings of $0.06 per share, beating the market forecast of $0.01. Its U.S.-based production of advanced optical transceivers has benefited from strong demand among major cloud operators.</p><p>On Friday, Northland increased its price target for AAOI to $120 from $57.50 while keeping a ‘Market Perform’ rating on the stock. The firm said revenue from 800G and 1.6T products would need to grow nearly five times again in the fourth quarter to reach its $1.1 billion revenue forecast.&nbsp;</p><p><a href="https://stocktwits.com/symbol/AAOI">Applied Optoelectronics stock</a> traded over 2% lower overnight, heading into Tuesday.&nbsp;</p><h2 class="st-heading-2">Coherent Remains Close Behind</h2><p>Coherent held nearly as much retail support as Applied Optoelectronics ahead of its Aug. 12 Q4 report. Analysts anticipate earnings of $1.62 per share, representing 62% year-on-year growth.&nbsp;</p><p>The company also has substantial exposure to optical transceivers and VCSEL laser arrays used in high-speed computing networks.&nbsp;<a href="https://stocktwits.com/symbol/COHR">Coherent stock</a> ticked 0.1% higher overnight, ahead of Tuesday.&nbsp;</p><h2 class="st-heading-2">IPG Takes A Different Route</h2><p>IPG Photonics&nbsp;was chosen by just 3% of&nbsp;the respondents despite exceeding Q2 earnings expectations. The company earned $0.58 per share versus a $0.39 per share consensus estimate on $278.6 million of revenue.&nbsp;</p><p>Investors appear to view its industrial fiber-laser business and battery-welding exposure as less direct beneficiaries of the AI networking buildout.&nbsp;<a href="https://stocktwits.com/symbol/IPGP">IPG Photonics stock</a> traded 1% higher overnight, ahead of Tuesday.&nbsp;</p><p>Also See:&nbsp;<a href="https://stocktwits.com/news-articles/default/equity/achr-vs-joby-boeing-deal-puts-archer-on-a-different-flight-path-as-joby-builds-toward-commercial-air-taxis/cZoZNtVRJfD">ACHR Vs. JOBY: Boeing Deal Puts Archer On A Different Flight Path As Joby Builds Toward Commercial Air Taxis</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

single fibers of a fiber optic cable, they enable extremly fast data transfer.

LITE Vs. COHR Vs. AAOI Vs. IPGP: Which Photonics Stock Do Retail Traders Prefer?

Applied Optoelectronics Inc

Coherent Corp

Lumentum Holdings Inc

$LITE

$IPGP

$COHR

$AAOI

Which photonics stock are you most bullish on for the next 5 years - $LITE, $IPGP, $COHR, or $AAOI? 
 
Drop a comment for other tickers.

Stocktwits

Which photonics stock are you most bullish on for the next 5 years - 

Current Price	$72.49
Prev Close	$72.48
Open	$71.76
Dividend Yield	0.00%
50-Day Moving Average	$78.19
Beta	1.73
Avg. Volume	416,464.06
PE Ratio	112.23

52-Week High	$155.82
52-Week Low	$69.41
Market Capitalization	$3.08B
EPS (Annual)	$0.7291
Price to Book	1.45
Revenue Per Employee	$207,391.94

Feed

News

Sentiment

Earnings

Fundamentals

Info

IPGP Fundamentals