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

InMed Pharmaceuticals

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Amesite

CN Energy

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

NextNRG

Meiwu Tech

Generation Income Properties

MetaVia

OceanPal

BLBD

WRBY

FRMI

CHWY

HSAI

DXYZ

FLNC

POET

MMYT

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%.

Top Gainers&Losers

Blue Bird

Warby Parker

Fermi

Uranium Energy

Chewy

Hesai

Destiny Tech100

Fluence Energy

MakeMyTrip

Top 10 US Stock Losers (5.19)

SOXX

FTXL

SOXL

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.

nasdaq

iShares Semiconductor ETF

First Trust Nasdaq Food & Semicon

Direxion Semicon Bull 3X

Invesco Semiconductors ETF

VanEck Semiconductor ETF

SPDR S&P Semicon

S&P 500

NASDAQ Composite Index

Lumentum

Applied Optoelectronics

Netflix

NVIDIA

Nasdaq

NVIDIA Corporation

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

NVDA

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

Microsoft

ServiceNow

Docusign

T-Rex 2X Long Microsoft Daily Target ETF

Direxion Daily MSFT Bull 2X Shares

Direxion Daily AVGO Bull 2X Shares

GraniteShares 2x Long MSFT Daily ETF

YieldMax NVDA Option Income Strategy ETF

YieldMax MSFT Option Income Strategy ETF

GraniteShares 2x Long AVGO Daily ETF

Direxion Daily AVGO Bear 1X Shares

GraniteShares 2x Long NOW Daily ETF

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

Broadcom

Unity Software

Cipher Digital

ASML

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.

Intel

Cisco

Marvell Tech

Coherent Corp.

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.

ZDAI

DirectBooking Tech pre-market down 7.30%; POET Tech pre-market down 4.36%; Amesite pre-market up 216.73%; Rubico pre-market up 135.17%; Meiwukeji pre-market up 84.65%

Price Alert

DirectBooking Tech

Rubico

Pre-market hot trades in US stocks: DirectBooking Tech pre-market down 7.30%; POET Tech pre-market down 4.36%

RKLB

SNDK

Premarket trading for Wallstreetbets stocks showed mostly declines, with Sandisk (SNDK) down 3.3%, Rocket Lab (RKLB) down 2.5%, and Poet Technologies (POET) down 2.1%. Micron Technology (MU) fell 2%, AST SpaceMobile (ASTS) declined 1.7%, and Nvidia (NVDA) was down 0.8%. In contrast, ServiceNow (NOW) rose 4.4%, and Microsoft (MSFT) advanced 0.6%.

- Notable stocks discussed on the Reddit subforum Wallstreetbets experienced declines ahead of Tuesday's market open.  
- Sandisk dropped by 3.3% in premarket trading, while Rocket Lab fell by 2.5%, see-sawing from earlier gains.  
- Conversely, ServiceNow and Microsoft reported gains of 4.4% and 0.6%, respectively, in pre-bell activity.

Fidelity

Micron Tech

Rocket Lab

Sandisk

AST SpaceMobile

Sandisk - WI

Social Buzz: Wallstreetbets Stocks Mostly Lower Premarket Tuesday; Sandisk to Fall, ServiceNow to Rise

The Rosen Law Firm has filed a securities fraud class action lawsuit against POET Technologies Inc. (NASDAQ: POET) for misleading statements regarding its tax status and business operations. Investors who purchased securities between April 1, 2026, and April 27, 2026, may be eligible for compensation. A lead plaintiff must be appointed by June 29, 2026. The firm emphasizes the importance of selecting experienced legal counsel for representation in such cases.

prnewswire

16:59 ETPOET Investors Have Opportunity to Lead POET Technologies Inc. Securities Fraud Lawsuit Filed by The Rosen Law Firm

POET Technologies shares fell 3.74% in premarket trading after a 43.15% surge due to a supply agreement with Lumilens. Q1 2026 revenue rose to $503,389, with a narrowed net loss of $12.3 million. The company maintains $429.1 million in cash and short-term investments, with a weighted average share count increasing to 147.5 million following a $150 million equity offering.

GuruFocus

POET Pulls Back After Earnings Following 43% Surge

PLTR

Today's whale alerts in the Information Technology sector highlight significant options activity. Notable trades include bearish call sweeps for MSFT and ORCL, a neutral call for NOW, and bullish activity for POET and PLTR. Other trades show bearish sentiment for MU, MRVL, and SNDK. These alerts can guide traders in identifying potential trading opportunities based on large transactions by influential market players.

- The article discusses whale activity in options trading, highlighting how traders can identify opportunities by tracking large transactions.  
- It provides specific examples of call and put options across various companies in the Information Technology sector, detailing trade types, sentiment, expiration dates, strike prices, and trading volumes.  
- The information aims to assist traders in recognizing patterns where option prices may deviate significantly from usual market values.

POET Tech(POET.US)