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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 earnings beat was overshadowed by softer revenue guidance, a reduced advertising outlook, and concerns about slowing growth, prompting analyst downgrades and price-target cuts. Traders are split between viewing the outlook and competition concerns as signs of a deeper growth problem and treating the selloff as an overreaction and buying opportunity.

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 Micro sharply raised its preliminary fiscal Q1 outlook on stronger AI-platform demand and improved gross-margin expectations, driving a rally. Traders largely welcomed the demand signal and speculated about a short squeeze, while skeptics questioned whether margins, cash flow and execution can sustain the move.

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 strong third-quarter results, including its first profit as a public company and rapid AI-compute growth, prompted a rally and a wave of analyst upgrades. Traders are broadly upbeat, while skeptics point to heavy capital spending and upcoming share unlocks; a possible Tesla merger is also being discussed but remains exploratory.

AT&T, Inc. is a holding company, which engages in the provision of telecommunications and technology services. It operates through the Communications and Latin America segments. The Communications segment offers wireless, wireline telecom, and broadband services to businesses and consumers located in the US and businesses globally. The Latin America segment provides wireless services and equipment in Mexico. The company was founded in 1983 and is headquartered in Dallas, TX.

AT&T, Inc.

AT&T Inc

AT&Ts earnings beat and higher outlook failed to prevent a selloff, with traders pointing to postpaid phone additions falling short of expectations. The reaction is debated as either concern about subscriber momentum and lingering SpaceX competition or an overreaction to otherwise solid results, with some investors buying the dip.

Strive, Inc. engages in the provision of an asset management Bitcoin treasury. It is focused on maximizing value for shareholders, accumulating bitcoin and outperforming bitcoin over the long run. The company was founded by Arshia Sarkhani, Jackson Fairbanks, Arman Sarkhani, and Kyle Fairbanks on March 9, 2022 and is headquartered in Dallas, TX.

Strive Inc. - Ordinary Shares - Class A

Strive Inc.

Strives preferred-stock offering and continued Bitcoin purchases are driving discussion, with bulls viewing the financing as fuel for treasury growth while skeptics warn that dilution and preferred-dividend obligations could weigh on common shareholders.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabets upcoming earnings have traders focused on Google Cloud growth and whether AI investments can generate returns, amid widespread concern about heavy capital spending and speculation it could rise further. The debate is split between dip-buyers citing Alphabets AI and cloud businesses and bearish traders worried about spending, search disruption, and the shares persistent weakness.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk is drawing attention after a steep memory-stock selloff amid fears that Chinese rival CXMT could intensify competition and pressure memory prices, alongside broader weakness in chip stocks. Traders are split between viewing the shares as oversold ahead of earnings and expecting further declines as sector and competitive risks persist.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is drawing attention for its sharp pullback and weak price action ahead of earnings, with traders watching whether cloud growth and AI investment can translate into returns. The discussion is split between dip-buyers citing its AI and quantum-computing progress and bearish traders focused on underperformance, technical support, and heavy capital spending.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

BCRX is drawing attention amid persistent share-price weakness despite community references to ORLADEYO growth and profitable results, fueling criticism of management and calls for buybacks or a sale. Some traders point to future navenibart and Netherton data and continued ORLADEYO growth as potential catalysts, while skeptics focus on dilution, debt and uncertainty around the companys acquisition-led strategy.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

Early Phase 1 azer-cel findings in progressive MS are the main focus, with traders highlighting reported deep B-cell depletion and disability or MRI signals as a potential growth story beyond BRIUMVI. The reaction is broadly optimistic but tempered by the small, preliminary study and uncertainty about whether the data will translate into meaningful clinical benefit; some also note the stocks muted, choppy response.

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POET Stock Rally Not Over Yet? Retail Traders Turn Ecstatic After CFO Signals Big Order Roadmap

Equity

POET shares have gained 40% in the last two days amid hype linking it to Marvell and Nvidia’s hardware ecosystem. CFO Thomas Mika confirmed the Marvell angle.


Why Is POET Stock Rising In Premarket?

Shares extend gains from the previous day amid fresh hype linking the company to chip majors Nvidia and Marvell. 


Sivers Semiconductors AB engages in the green data economy with energy-efficient photonics and wireless solutions. The firm develops high-performance laser and optical amplifier technologies for next-generation optical interconnects in AI data centers, while its wireless business develops RF beamforming ICs, mmWave RFICs, and integrated antenna arrays for SATCOM and Modern Warfare applications. The company was founded in 1951 and is headquartered in Kista, Sweden.

Sivers Semiconductors AB

Bearish Sentiment

<ul class="summary-bullets"><li>In an interview with Stocktwits, POET confirmed for the first time its business relationship with Marvell Technology.</li><li>POET stock rallied 7% in overnight trading heading into Wednesday.</li><li>Stocktwits sentiment jumped to ‘extremely bullish’ from ‘bullish.’&nbsp;</li></ul>POET Technologies shares rallied nearly 7% in the overnight session heading into Wednesday,&nbsp;on track to extend gains into a third straight session, after the company disclosed a strong order roadmap for its photonics components used in data centers.Speaking exclusively to Stocktwits’ Michele Steele, Chief Financial Officer Thomas Mika said POET had received a purchase order linked to Marvell Technology and was waiting to “hear back” on newer ones from manufacturing giants and existing customers Foxconn and Luxshare.It marks the first time POET has acknowledged a business relationship with Marvell, which has been in focus recently amid reports of a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/marvell-stock-jumps-overnight-on-buzz-of-custom-google-ai-chip-talks-retail-bulls-cheer-loudly/cZB5u6ORIya">major Google deal</a> and a $2 billion investment and partnership with Nvidia. The Marvell-linked order is tied to Celestial AI, which Marvell acquired earlier this year.POET and Celestial AI have a supplier and co-development partnership since 2022, where POET provides key optical components that power Celestial AI’s photonic chip platform.POET stock has been drawing growing interest amid the rapid data-center buildout and speculation that Nvidia and other chip majors may tap its photonics technology. Amid renewed hype, shares have rallied about 40% in the last two days.<h2 class="st-heading-2">POET CFO Interview Sparks Buzz, Lifts Retail Sentiment</h2>On Stocktwits, the retail sentiment for POET shifted to ‘extremely bullish’ as of early Wednesday, from ‘bullish’ the previous day, after Stocktwits published Mika’s interview. Message volume for the ticker surged nearly 50% in the past 24 hours. Read the highlights&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/poet-cfo-confirms-orders-from-marvell-waiting-on-foxconn-luxshare/cZBINvkRI65">here</a> and&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/poet-cfo-calls-short-sellers-maggots-dismisses-wolfpack-tax-day-fears/cZBIifdRICV">here</a>, or watch the full interview&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=fe77jfp3kr0">here</a>.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_22_at_12_28_51_PM_png_d364c8942c.webp" alt="Screenshot 2026-04-22 at 12.28.51 PM.png" width="704" height="94"><figcaption>POET sentiment and message volume as of April 22 | Source: Stocktwits</figcaption></figure>The interview sparked a buzz among retail traders and observers on Stocktwits and X, with sentiment turning more optimistic after the company spoke about improving order visibility.“Let’s not underestimate the fact that the CFO (who is normally too conservative) basically gave us first time forward looking guidance on a larger order(s) this year that people likely “won’t be disappointed in,” a trader&nbsp;<a href="https://stocktwits.com/Entrepredoer/message/650931738">said</a>.&nbsp;&nbsp;In the interview, Mika highlighted that the $5 million purchase order for Optical Engines, the company disclosed last October, “helps us with betting down our manufacturing effort.” He said orders this year would be “far in excess of that five million.”Another Stocktwits user&nbsp;<a href="https://stocktwits.com/MeanReverter_/message/650951055">said</a> the interview included “some serious signals and the market hasn’t fully priced it yet.” They said, “POs are already coming in, and management is openly guiding for acceleration,” arguing that the POET can’t readily name customers due to non-disclosure agreements, although it appears to have entered the Nvidia hardware ecosystem through its Marvell partnership.<stembedurl>https://stocktwits.com/MeanReverter_/message/650951055</stembedurl>“This is really important update $POET,” Gaetano, a self-claimed photonics investor and author of a Substack newsletter on the subject,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/crux_capital_/status/2046666482915160505">said on X</a>, adding that POET’s admission of a tie-up with Marvell confirmed a widely held industry view.<a href="https://stocktwits.com/symbol/POET">POET shares</a> are up 62% year to date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the POET Technologies logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

POET shares have gained 40% in the last two days amid hype linking it to Marvell and Nvidia’s hardware ecosystem. CFO Thomas Mika confirmed the Marvell angle.

Marvell Technology Inc

POET Technologies Inc

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Hike 25 bps

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	$2.44
Prev Close	$2.39
Open	$2.40
Dividend Yield	N/A
50-Day Moving Average	$3.22
Beta	0.00
Avg. Volume	1.57M
PE Ratio	N/A

52-Week High	$11.25
52-Week Low	$0.70
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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