Semiconductors

POET Tech

POET Stock Surges on $500M Deal with Lumilens Despite Financial Challenges

POET Plans to Raise $400 Million via Private Placement of Shares

POET Tech released FY2026 Q1 earnings on May 14 (EST), actual revenue USD 503.39K (forecast USD 249.8K), actual EPS USD -0.08 (forecast USD -0.05)

POET Tech Q1 Operating Cash Flow -$8.8M, Net Loss $12.3M

POET and Lumilens Sign Agreement to Develop AI Photonic Integration with $50M Initial Order

Marvell Technologies Cancels POET Tech Orders Over Confidentiality Violations

POET Technologies Sees Stock Soar Over 100% on Marvell Order

POET Stock Price Rises and Option Trading Active

POET Technologies Provides QEF Election Information and Plans to Relocate Headquarters to the US

POET Technologies stock price exceeds analysts' average target price

POET Tech released FY2025 Q4 earnings on March 31 (EST), actual revenue USD 341.2K (forecast USD 511.14K), actual EPS USD -0.3468 (forecast USD -0.055)

POET Tech released FY2025 annual earnings on March 31 (EST), actual revenue USD 1.075 M (forecast USD 1.261 M), actual EPS USD -0.68 (forecast USD -0.3)

POET TECHNOLOGIES Expands Partnership with LENSNGERS for AI Optical Transceivers

POET's Stock Price Soars Amid Bullish Options Market Sentiment

POET Technologies Inc.'s Teralight AI Connectivity Solution Wins Lightwave Innovation Awards

POET Technologies Inc. Undertakes Registered Direct Offering Expected to Generate $150 Million Gross Proceeds

POET Technologies Sees Surge in Stock Price and Call Option Demand After Teralight Innovation Award

Analyst Reiterates Strong Buy Rating, POET Stock Price Fluctuates

POET Call Options Volume Surge

POET Tech released FY2025 9 Months Earnings on November 13 (EST), actual revenue USD 733.66K, actual EPS USD -0.2332

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POET

POET Tech rose 12.28%; Micron Technology rose 4.23%, with a trading volume of $29.5 billion; NVIDIA rose 1.16%, with a trading volume of $25.6 billion; Intel rose 6.87%, with a trading volume of $16.6 billion; TSMC rose 2.32%, with a market capitalization of $2.08 trillion

Price Alert

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U.S. stock market midday update: POET Tech rises 12.28%! New contracts and better-than-expected sales boost stock price surge

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SOXL

SOXX

POET Technologies (NASDAQ: POET) stock fell sharply on Wednesday after a $400 million capital raise and a short-seller report alleging fraudulent partnerships. The report claimed that key partnerships were defunct and contradicted POET's disclosures. Additionally, POET reported a wider-than-expected GAAP loss of 8 cents per share for Q1 2026, despite beating sales estimates. The stock was up 7.15% at $14.00 during publication, having gained about 90.6% over the past month.

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Marvell Tech

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What's Going On With POET Stock On Wednesday?

MRVL

MVLL

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AAOI

POEL

AAOX

Optical communication stocks strengthened, Marvell (MRVL.US) rose over 7% to create a new intraday high, and the 2x leveraged ETF MVLL.US rose over 14%; Corning (GLW.US) rose over 2%, and Coherent rose nearly 2%. NVIDIA's $2 billion investment ignited a revaluation trend in the Trainium supply chain

Movers Alert

Corning

GraniteShares 2x Long MRVL Daily ETF

Lumentum

Tradr 2X Long Lite Daily ETF

Applied Optoelectronics

Defiance Daily Target 2X Long POET ETF

Tradr 2X Long AAOI Daily ETF

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Optical communication stocks strengthened, Marvell (MRVL.US) rose over 7%, Corning (GLW.US) rose over 2%

POET Tech pre-market up 6.50%; Marvell Tech pre-market up 5.43%; Silexion Therapeutics pre-market up 151.26%; Micware pre-market up 96.58%; GCL Global pre-market up 76.53%

Pre-market hot trades in US stocks: POET Tech up 6.50% in pre-market; Marvell Tech up 5.43% in pre-market

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CHWY

HSAI

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Blue Bird(BLBD) fell 11.12%, with a trading turnover 56.1 Million USD, and a year-to-date rose 37.6%. Warby Parker(WRBY) fell 10.96%, with a trading turnover 311.3 Million USD, and a year-to-date rose 17.1%. Fermi(FRMI) fell 10.38%, with a trading turnover 115.6 Million USD, and a year-to-date fell 26.6%.

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Top 10 US Stock Losers (5.19)

Poet Technologies (NASDAQ:POET) shares fell 8.02% to $13.07 after a $400 million direct offering raised dilution concerns. Trading volume surged to 76.1 million shares, significantly above average. The offering was priced at $21 per share, higher than the current closing price, indicating management's strategy to capitalize on elevated stock prices. Investors are cautious about the company's ability to grow within the AI ecosystem, especially after the offering diluted existing shares. Notably, Poet Technologies was not included in The Motley Fool's top 10 stock recommendations.

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Stock Market Today, May 19: Poet Technologies Falls After $400 Million Offering Sparks Dilution Concerns

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MSFT

Today's whale activity in Information Technology stocks reveals significant trading opportunities. Notable options include NVDA and AVGO with bearish sentiment, while POET and DOCU show bullish trends. MSFT has a bullish put option, and CIFR also indicates bullish sentiment. Other stocks like ARM and NOW exhibit bearish activity. This data highlights the fluctuating market dynamics and potential investment strategies.

- The article discusses the tracking of significant trading activities by large entities, known as whales, to uncover potential trading opportunities in the options market.  
- It details various options trades in the Information Technology sector, highlighting their direction, sentiment, expiration, and the total trade price.  
- The summary emphasizes the importance of monitoring these trades as they can indicate exaggerated or underestimated option prices.

benzinga_article

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Direxion Daily AVGO Bear 1X Shares

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Roundhill AVGO WeeklyPay ETF

GraniteShares 2x Short NVDA Daily ETF

AXS 1.5X NVDA Bear Daily ETF

Defiance Daily Target 2X Long AVGO ETF

Direxion Daily NVDA Bear 1X ETF

Direxion Daily NVDA Bull 2X Shares

T-Rex 2X Inverse NVIDIA Daily Target ETF

Leverage Shares 2X Long AVGO Daily ETF

GraniteShares 2x Long NVDA Daily ETF

T-Rex 2X Long NVIDIA Daily Target ETF

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10 Information Technology Stocks Whale Activity In Today's Session

POET Technologies Inc. (NASDAQ:POET) shares fell 4.12% despite raising $400 million through a registered direct offering to enhance AI manufacturing and R&D. The funding aims to expand production capacity and support corporate development, crucial for competing in the AI infrastructure market. Currently trading at $13.64, the stock shows strong upward momentum, with a 12-month gain of 181.01%. Key resistance is at $15.50, while support is at $11.31. Investors anticipate the next earnings report on August 10, 2026.

What's Going On With POET Technologies Stock Today?

Poet Technologies, which designs optical interconnects for data centers, aims to disrupt the AI infrastructure market with its Optical Interposer platform. Despite a projected market growth from $2 billion to $146 billion by 2040, the company struggles to gain traction against larger competitors. With a market cap of $2.7 billion and only $1.1 million in sales last year, its stock is deemed overvalued, making it a less compelling buy at this time.

Cisco

This Artificial Intelligence (AI) Semiconductor Company Has a $146 Billion Opportunity That No One Is Talking About. Here's Why the Stock Still Isn't a Buy.

POET Tech(POET.US)