POET Technologies And Quantum Computing Team Up To Boost AI Data Speeds - Stocktwits

©2025 StockTwits, Inc. All rights reserved.Market Data by Xignite and BATS BZX Real-Time Price.Earnings Call Data by Quartr. Crypto data provided by Coingecko. Earnings Summary data by Fiscal.ai Stocktwits, Inc. (“Stocktwits”) is not a securities broker-dealer, investment adviser, or any other type of financial professional. No content on the Stocktwits platform should be considered an offer, solicitation of an offer, or advice to buy or sell securities or any other type of investment or financial product. By using the Stocktwits platform, you understand and agree that Stocktwits does not provide investment advice, recommend any security, transaction, or order, issue securities, produce or provide research. For additional disclosures, please see here. POET Technologies Inc. (POET) and Quantum Computing Inc (QCI). (QUBT) entered a strategic collaboration on Tuesday to co-develop optical engines. The initiative is aimed at enhancing computing power for artificial intelligence systems and large-scale data centers. The two companies plan to design a 400G-per-lane thin-film lithium niobate (TFLN) modulator-based engine capable of reaching 3.2 terabits per second (Tbps) in transfer speeds. The collaboration will see Quantum Computing apply its expertise in TFLN to merge high-speed modulators with the POET Optical Interposer platform. After the announcement, POET Technologies’ stock traded over 2% higher in Tuesday’s premarket. On Stocktwits, retail sentiment around the stock remains in ‘bearish’ territory amid ‘low’ message volume levels. TFLN, known for its durability and optical efficiency, has proven to be well-suited for photonic integration on chips. QCI is one of the few firms that have successfully demonstrated TFLN’s adaptability to advanced wafer-level manufacturing. “When we combine POET's platform technology with QCi's integrated photonics designs, the result is a solution that addresses the global demand for more compute power.” When completed, the new modulator could deliver double the transmission speed of the fastest networking technologies available today. POET will finance the creation of the 400G/Lane modulator, with the development scheduled for completion in the latter half of 2026. In October, POET raised $75 million by selling 13.6 million company shares through a private placement, marking the largest single investment in the company's history. POET stock has lost over 11% in 2025 and gained over 38% in the last 12 months. Also See: Microsoft’s $10 Billion Portugal Investment Marks One Of Its Biggest European AI Moves Yet For updates and corrections, email newsroom[at]stocktwits[dot]com. Nebius (NBIS) announced a new agreement on Tuesday to deliver AI infrastructure to Meta Platforms (META), valued at approximately $3 billion over five years, alongside its third-quarter earnings results, which missed Wall Street expectations. NBIS stock was up as much as 3.5% and the top-trending ticker on Stocktwits in pre-market trading. Retail sentiment on the platform around the firm improved to ‘bullish’ from ‘neutral’ over the past day, as chatter remained at ‘high’ levels. Nebius reported revenue of $146.1 million, slightly below analyst expectations of $156 million, according to Koyfin data – but a four-fold increase as compared to the same quarter last year. Adjusted net income came in at a loss of $100.4 million, higher than the estimated $95.7 million. Like other companies in the artificial intelligence (AI) race, Nebius saw its capital expenditure increase in the latest quarter to $955.5 million from $172.1 million a year. In September, Nebius reported its first major enterprise AI infrastructure contract with Microsoft, valued between $17.4 billion and $19.4 billion. The company said it remains on track with the execution of that deal and expects revenue from it to ramp up throughout 2026. “Similar to our Microsoft deal, the economics of this agreement are attractive and will help accelerate the growth of our AI cloud business even further in 2026 and beyond,” founder and CEO Arkady Volozh wrote in a letter to shareholders. He added that Nebius plans to deploy the capacity needed to service the agreement over the next three months. “In fact, demand for this capacity was overwhelming, and the size of the contract was limited to the amount of capacity that we had available,” he wrote. Get updates to this developing story directly on Stocktwits. Read also: CoreWeave Stock Slides After Guidance Cut — But Retail Traders Sniff ‘Generational’ Buying Opportunity For updates and corrections, email newsroom[at]stocktwits[dot]com. Ripple’s native token XRP (XRP) led the decline among major tokens as Bitcoin (BTC) and the rest of the cryptocurrency market struggled to hold onto their weekend gains. XRP’s price fell more than 3% in the last 24 hours as the altcoin slipped under the $2.50 mark. On Stocktwits, retail sentiment around the cryptocurrency continued to trend in ‘bullish’ territory as chatter increased to ‘high’ from ‘normal’ levels over the past day. Bitcoin’s price fell 0.9% in the last 24 hours, trading at around $105,000. Retail sentiment around the apex cryptocurrency dipped to ‘neutral’ from ‘bullish’ as chatter also slowed down to ‘normal’ from ‘high’ levels over the past day. The overall cryptocurrency market fell 1.3% in the last 24 hours, settling at a market capitalization of $3.6 trillion. CoinGlass data showed that around $373 million in leveraged bets were wiped out in the last day, with $245 million coming from long liquidations and $128 million from short positions. According to on-chain analysis firm Glassnode, Bitcoin futures trading activity remains quiet after a big wave of leveraged bets was wiped out in October. There’s little sign that traders are taking new speculative positions, and overall derivatives trading has slowed, reflecting weak market sentiment. Inflows into Bitcoin spot exchange-traded funds (ETFs) remained weak, with only $1.15 million recorded on Monday. Ethereum (ETH) spot ETF flows were flat, mirroring trends in Hedera (HBAR) ETFs. "This trend points to a broader de-risking phase among ETF investors," Glassnode said. Solana (SOL) spot ETFs, however, continued to see positive inflows despite price weakness. Ethereum’s price fell 1.6% in the last 24 hours, with sentiment on Stocktwits turning ‘bearish’ from ‘neutral’ territory over the past day. Solana’s price declined roughly 3% in the same period, though sentiment improved to ‘bearish’ from ‘extremely bearish’ over the past day.On the equities side, shares of Strategy (MSTR), the largest corporate holder of Bitcoin, edged 0.75% lower in pre-market trade. Meanwhile, shares of Ethereum-backed digital asset treasury (DAT) firm Bitmine Immersion Technologies (BMNR) gained 1.14% higher. Crypto-exchange Coinbase (COIN) dipped almost 1%. Read also: CoreWeave Stock Slides After Guidance Cut — But Retail Traders Sniff ‘Generational’ Buying Opportunity For updates and corrections, email newsroom[at]stocktwits[dot]com. Movano, Inc.’s stock declined about 1% in early premarket trading on Tuesday, even as it trended among the top five tickers on Stocktwits. This move follows a massive rally on Monday after the company announced a reverse merger with Corvex, Inc., a cloud company. The merger deal values Movano shares at $6.25 a piece, the companies said, adding that they had raised $40 million and an additional credit line to fund the deal. A reverse merger allows a private company to go public by merging with a public one at a lower cost than is involved in traditional initial public offerings. Shares of MOVE surged 150% to $11.91 on Monday, following the announcement. Upon the deal closure, Corvex shareholders will hold roughly 96.2% of the combined company, while Movano shareholders will own about 3.8%. The combined entity will operate under the Corvex name. The transaction essentially means that Movano will pivot to cloud computing amid struggles to scale its mainstay wearable health technology and wearable devices business. On Stocktwits, the retail sentiment shifted to ‘extremely bullish’ as of early Tuesday, from ‘neutral’ the previous day. A user advised booking profits, even as traders struggled to calculate the value of shares as per the deal terms. Pleasanton, California-based Movano had a market capitalization of less than $4 million as of the end of last week. MOVE shares had dropped 91% this year through last Friday. For updates and corrections, email newsroom[at]stocktwits[dot]com. Read Next: Apple Removes Top Gay Dating Apps In China After Government Order Dutch artificial intelligence (AI) infrastructure company Nebius Group N.V.’s (NBIS) stock saw a pick-up in retail chatter on the Stocktwits platform ahead of its quarterly results. In Tuesday’s early premarket, Nebius stock slipped about 1%. On Stocktwits, retail sentiment toward Nebius stock was ‘neutral’ as of early Tuesday, but the message volume stayed at ‘high’ levels. Retail users of the platform expressed apprehension after a guidance cut from peer CoreWeave (CRWV) on Monday. “Just can't see what they can say that will get it to pop much. Gonna have to be perfect execution and surprisingly high guidance,” they said. “This team is conservative. They won't do that IMHO.” Another user, who identified themselves as a bull, said they would buy any post-earnings dip but hoped that the stock would gap up on a potential double beat. According to Fiscal.ai-compiled consensus, Nebius is expected to report a loss per share of $0.52 and revenue of $155.73 million for the third quarter. On Monday, CICC analysts initiated Nebius with an ‘Outperform’ rating and a $143 price target, the Fly reported. Much of the company’s stock gain reflected optimism over the $17.4 billion deal Nebius announced with Microsoft in early September. Under the agreement, Nebius would provide Microsoft with dedicated capacity from its new data center in Vineland, New Jersey. Following the deal, Northland analysts stated that the announced terms will likely result in approximately $3.5 billion of average recurring revenue (ARR) when the full run rate is achieved, according to Fly. This compares to the midpoint $1 billion ARR guidance for calendar year 2025. The firm maintained an ‘Outperform’ rating on Nebius shares and raised the firm's price target to $206 from $77. It also elevated the stock to the analyst's "Top Pick” status. During the quarter, the company unveiled Nebius Token Factory. This production inference platform enables vertical AI companies and digital enterprises to deploy and optimize open-source and custom models at scale and with enterprise-grade reliability and control. For updates and corrections, email newsroom[at]stocktwits[dot]com. Read Next: SoftBank’s Masayoshi Son Exits Nvidia, After OpenAI Bet Powers Q2 Outperformance Gevo stock (GEVO) edged higher in premarket trading on Tuesday after the firm topped Wall Street’s estimates for third-quarter revenue, driven by carbon credit sales and strong ethanol output from its North Dakota unit. The renewable fuel maker posted third-quarter revenue of $42.7 million for the three months ended Sept. 30, while analysts estimated it to post $31.4 million, according to Fiscal.ai data. Its net loss narrowed to $0.03 per share, compared with $0.09 per share in the same quarter last year. The company's gains largely came from Gevo North Dakota, an ethanol production facility with a carbon capture and sequestration system. The company said that the site is demonstrating reliable energy production, efficient carbon capture, and consistent monetization of clean fuel production credits or Section 45Z tax credits, based on the production volumes it generates and its carbon intensity score. Its third-quarter adjusted EBITDA was approximately $6.6 million, compared with a negative $16.7 million in core profit last year. The company has received $29 million by selling carbon credits this year. During the quarter, its ethanol production totaled 17 million gallons, and its protein and corn oil co-products output stood at 46,000 tons. “In large part, we are a different company than a year ago,” said Gevo CEO Patrick Gruber. “Our consecutive quarter of positive Adjusted EBITDA shows that our baseline business model works.

The team is executing, our assets are performing, and we’re creating real value by treating carbon as a co-product and delivering its value to end markets that are most willing and able to pay for it. Retail sentiment on Stocktwits about Gevo moved to ‘bullish’ territory compared to ‘bearish’ a day ago, while chatter rose to ‘high.’ “Two consecutive positive earnings are a good sign. Much more to come to see $15,” one user said. “Fully expect price targets raised!!   How can it not?!!!  The DOE approached them about expanding at the ND site. Music to Investors' ears!!!!” another trader wrote. Last month, the company received an extension from the U.S. Department of Energy on the conditional commitment for a $1.46 billion loan for its upcoming jet fuel production facility. The company said that the suggestion to shift the facility to North Dakota from South Dakota came from the DOE itself. “I suspect they see the same things we do. Infrastructure already exists. The plants that are there make money, and we can build upon that, and we'll be working with them to sort it all out, taking advantage of what we learned from our ATJ-60 project. I hope to get the financing for the ATJ-30 plant closed sometime mid-2026,” Gruber said on a call with analysts. Last year, Gevo and Calumet Inc. secured loan guarantees from the DOE to bolster sustainable jet fuel production in the U.S. However, concerns had arisen about the future of the loans after the Trump administration dialed back many of the Biden administration's commitments. U.S. jet fuel consumption is expected to grow by more than 2 billion gallons per year in the next decade, according to data from the U.S.

Energy Information Administration. Gevo intends to produce jet fuel from ethanol rather than the more common cooking oil. Also See: Grab Stock Climbs Premarket After Report Of GoTo CEO Ouster Plan, Fueling Potential Merger For updates and corrections, email newsroom[at]stocktwits[dot]com. These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not then work. These cookies do not store any personally identifiable information. As a California consumer, you have the right to opt-out from the sale or sharing of your personal information at any time across business platform, services, businesses and devices. You can opt-out of the sale and sharing of your personal information by using this toggle switch. As a Virginia, Utah, Colorado and Connecticut consumer, you have the right to opt-out from the sale of your personal data and the processing of your personal data for targeted advertising. You can opt-out of the sale of your personal data and targeted advertising by using this toggle switch. For more information on your rights as a United States consumer see our privacy notice. These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance. These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant adverts on other sites. They do not store directly personal information, but are based on uniquely identifying your browser and internet device. If you do not allow these cookies, you will experience less targeted advertising.