SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as crude prices climb amid fears of supply disruptions from Middle East shipping and energy-infrastructure attacks, with traders also watching Ukrainian strikes on Russian oil assets. Bulls cite the supply risks, while bears argue the rally is stretched and could reverse if diplomacy or eased Russian sanctions restores supply; higher oil is also fueling inflation concerns and pressure on broader markets.

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 steep post-IPO slide to fresh lows is drawing attention, with traders citing share-unlock overhang and insider selling, alongside a TD Cowen price-target cut and concerns about OpenAI customer concentration and competition from Nvidia. The community is split between buyers calling the stock oversold and bears expecting further pressure until lockup expirations pass and the company demonstrates growth and scaling.

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 is centered on concerns about its debt-heavy expansion and costly financing, with HSBCs bearish assessment adding to worries that AI demand may not translate into adequate returns. Traders are split between viewing the backlog and ongoing AI demand as a buying opportunity and fearing that credit costs and refinancing needs could constrain growth; a Goldman upgrade has not settled the debate.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

NuScale shares are under pressure after UBS downgraded the stock to Sell, citing long commercialization timelines and a lack of firm customer commitments, amid questions about delays to the proposed TVA deployment. Traders are split between viewing the selloff as an overreaction to the rating and seeing it as a warning about execution risk and the companys ability to turn its reactor technology into binding projects.

Vicor Corp. engages in the design, development, manufacture, and marketing of modular power components. The firm provides complete power systems based upon a portfolio of patented technologies. Its products include AC-DC converters, power systems, and accessories. The company was founded by Patrizio Vinciarelli in 1981 and is headquartered in Andover, MA.

Vicor Corp.

Vicors Q3 results are driving attention: traders cite strong revenue growth and margins but debate the GAAP EPS miss and the absence of forward guidance, with many waiting for the earnings-call outlook to assess the report and valuation.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A tech-led rebound after the AI-linked selloff has QQQ traders debating whether the move is a lasting recovery or a brief relief rally, with upcoming megacap earnings seen as a test. Concerns about AI infrastructure spending and credit risks, alongside surging oil and inflation worries, are keeping sentiment volatile.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStops reminder that its warrants will expire unexercised if holders miss the deadline has become the main focus, with the share price below the exercise threshold. Traders disagree over whether the warrants will lapse and remove a potential dilution overhang or whether Ryan Cohen will take action to make them valuable; some warrant holders express frustration while bulls point to his recent share purchases.

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 drawing attention amid a sharp AI-infrastructure selloff, as traders debate neocloud funding risks and Gartners warning that many providers may face consolidation. The community is split between viewing the recent bounce as an oversold relief move and expecting further weakness; bulls argue Nebius may be better positioned than debt-heavy peers and could benefit if demand shifts.

General Motors Co. engages in the designing, manufacturing, and selling of trucks, crossovers, cars, and automobile parts, and in providing software-enabled services and subscriptions. It operates through the following segments: GMNA, GMI, Cruise, and GM Financial. The company was founded by William C. Durant on September 16, 1908 and is headquartered in Detroit, MI.

General Motors Company

GMs Q3 earnings beat and stronger cash-flow outlook, alongside a new share-repurchase authorization, are driving discussion. Traders are weighing those positives against the stocks decline, pointing to a narrowed but unchanged-midpoint profit outlook and softer U.S. sales as reasons the beat did not spark a stronger reaction.

RTX Corp. is an aerospace and defense company, which engages in the provision of aerospace and defense systems and services for commercial, military, and government customers. It operates through the following segments: Collins Aerospace Systems (Collins), Pratt and Whitney, Raytheon Intelligence and Space (RIS), and Raytheon Missiles and Defense (RMD). The Collins segment manufactures and sells aero structures, avionics, interiors, mechanical systems, mission systems, and power controls. The Pratt and Whitney segment includes the design and manufacture of aircraft engines and auxiliary power systems for commercial, military, and business aircraft. The RIS segment is involved in the development of sensors, training, and cyber and software solutions. The RMD segment offers end-to-end solutions to detect, track, and engage threats. The company was founded in 1922 and is headquartered in Arlington, VA.

RTX Corp

Raytheon Technologies Corporation

RTX is drawing attention after reporting a strong third-quarter earnings beat and raising its full-year sales, earnings, and cash-flow outlook, with strength across its aerospace and defense businesses. Traders are broadly positive, though some question how much of the guidance increase reflects IEEPA cost recovery versus underlying growth.

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.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 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

LITE, CRWV, NBIS, AMAT, SMCI Were Among Last Week’s Biggest AI-Linked Losers: Which Stocks Are Flashing Oversold Signals?

Equity

CoreWeave and Applied Materials enter ‘oversold’ territory after last week’s tech sell-off.


$100 Invested In Lumentum Holdings 10 Years Ago Would Be Worth This Much Today

Lumentum Holdings (NASDAQ:LITE) has outperformed the market over the past 10 years by 22.17% on an annualized basis producing an average annual return of 35.85%. Currently, Lumentum Holdings has a market capitalizationread more...

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.

Zacks Investment Ideas feature highlights: Sandisk, Lumentum and Jabil

Sandisk, Lumentum and Jabil offer distinct AI infrastructure opportunities, with surging earnings, strong demand and key technical levels to watch.

3 Best AI Stocks to Buy on This Pullback (SNDK, LITE, JBL)

Sandisk Corporation, Lumentum and Jabil represent three of the most compelling AI stocks in the market today.

Lumentum (LITE) is a Top-Ranked Momentum Stock: Should You Buy?

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

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.


Company News for Oct 12, 2026

Companies in The News Are: HUM, LITE, MSTR, AAPL

Lumentum, Astera Labs, and Corning to Demonstrate 1060 nm VCSEL-Based PCIe over Optics for AI Rack-Scale Connectivity at the 2026 OCP Global Summit

Lumentum Holdings Inc. (NASDAQ: LITE), Astera Labs, Inc. (NASDAQ: ALAB), and Corning Incorporated (NYSE: GLW) today announced a joint demonstration of PCIe-over-optics connectivity for AI rack-scale architectures at the 2026 OCP Global Summit in San Jose, California. The rack-level demonstration...

Why Did MRNA, HUM, LITE Stocks Surge To 52-Week Highs Last Week? 

The rallies highlighted growth opportunities across biotechnology, health insurance and optical technology.


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.

Lumentum Holdings Inc

Neutral Sentiment

<ul class="summary-bullets"><li>CoreWeave and Applied Materials recorded RSI readings below 30, according to Koyfin.</li><li>Super Micro Computer trades at 7.3 times forward earnings, below Applied Materials at 23.2 times and <a class="mention" data-mention="$LITE" data-symbol-id="LITE" href="https://stocktwits.com/symbol/LITE" target="_blank">Lumentum</a> at 37.8 times.</li><li>Retail sentiment toward CoreWeave and Nebius turned ‘extremely bullish’ on Stocktwits as both stocks rebounded in Monday’s premarket session.</li></ul>Several AI-linked stocks sold off sharply last week, with Lumentum Holdings (LITE), CoreWeave (CRWV), and Nebius Group (NBIS) losing more than a quarter of their value. Consequently, investors are looking to pick up stocks that offer a good bargain.&nbsp;Falling prices of CoreWeave’s bonds, a hotter-than-expected inflation reading, and fresh concerns about the durability of AI investment hammered tech stocks – particularly semiconductor equities – last week. The iShares Semiconductor ETF (SOXX) declined 11.8%, its worst weekly fall since March.According to Koyfin data, CoreWeave and Applied Materials are in the “oversold” territory in the group, with their relative strength index (RSI), a gauge of a stock’s price momentum, falling below 30.An RSI reading below 30 generally indicates oversold conditions, and readings above 70 suggest overbought conditions. Nebius had an RSI reading on 30.63, Super Micro Computer (SMCI) had a reading of 30.19 and Lumentum had a reading of 37.37.<h2 class="st-heading-2">SMCI Offers Low P/E Multiple</h2>In terms of the price-to-earnings, SMCI is still the most attractive bet. Its shares are currently priced at 7.3 times future earnings, compared with 23.2 times for Applied Materials and 37.8 times for Lumentum. Nebius and CoreWeave are loss-making.The market rose in Monday’s premarket session after a brutal week for tech stocks as investors set their positions for the key phase of the third-quarter earnings season.&nbsp;Netflix (NFLX), Meta Platforms (META), International Business Machines (IBM), and Western Digital (WDC)&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/stocktwits-tech-watch-netflix-and-meta-report-earnings-as-nvidia-oracle-product-events-loom/cZx8WbvRBME">will report</a> their quarterly results this week, setting the tone for the tech trade.<h2 class="st-heading-2">LITE, CRWV: Premarket Move, Retail View</h2>The premarket gains were led by chip stocks, with Intel rising over 4% and Micron and Advanced Micro Devices (AMD) gaining about 2.7% each. LITE and NBIS gained about 3.8% each, leading the rally in the aforementioned group.&nbsp;On Stocktwits, the retail sentiment for CRWV and NBIS climbed higher over the past week and was ‘extremely bullish’ on Monday. The sentiment for AMAT was ‘bullish’ for LITE and AMAT, and ‘neutral’ for SMCI.“$CRWV this will be over 100 in the coming weeks, loading up time is now,” a trader&nbsp;<a href="https://stocktwits.com/Roar01/message/666812593">wrote</a>.&nbsp;&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/chip-investors-watch-out-china-s-cxmt-plunges-despite-record-forecast-after-samsung-s-post-outlook-slide/cZx8i7ERBM9">Chip Investors, Watch Out: China’s CXMT Plunges Despite Record Forecast After Samsung’s Post-Outlook Slide</a>&nbsp;

Traders work on the floor of the New York Stock Exchange during morning trading on September 14, 2026. (Photo by Michael M. Santiago/Getty Images)

CoreWeave and Applied Materials enter ‘oversold’ territory after last week’s tech sell-off.

Applied Materials Inc.

Nebius Group N.V.

Super Micro Computer 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.

Current Price	$834.51
Prev Close	$824.13
Open	$872.50
Dividend Yield	0.00%
50-Day Moving Average	$930.54
Beta	2.56
Avg. Volume	4.55M
PE Ratio	-10.15

52-Week High	$1,143.00
52-Week Low	$152.54
Market Capitalization	$74.65B
EPS (Annual)	-$92.96
Price to Book	15.92
Revenue Per Employee	$219,088.46

Feed

News

Sentiment

Earnings

Fundamentals

Info

LITE Fundamentals