AXT Inc (AXTI) News

Category Overview (as of 11:30amEST): Semis: +3.07%; 24 of 26 Up (>=4%: $AXTI $SMTC $MXL $ALAB $UMC $TSEM $ASX) Clean Energy: +2.51%; 3 of 4 Up (>=4%: $GEV $BE) TechServices: +2.00%; 13 of 21 Up (>=4%: $SEI $HUT $RXT $DOCN $NBIS $SNOW) TechHardware: +1.82%; 28 of 32 Up (>=4%: $COHR $DELL $OUST $QMCO) Telecom: +1.31%; 13 of 19 Up (>=4%: $LITE $SPCX) Retail: +1.00%; 22 of 30 Up (>=4%: $ANF $CTRN) Electric/Util: +0.98%; 4 of 5 Up Healthcare: +0.92%; 70 of 95 Up (>=4%: $BBNX $BRKR $MMED $SENS $RVTY $WGS) Bio/Pharm: +0.77%; 96 of 141 Up (>=4%: $ALVO $PBLS $ARQT $AXSM $TWST $ODTX $IOVA) Materials: +0.56%; 43 of 65 Up (>=4%: $GORO) Industrial: +0.51%; 34 of 62 Up (>=4%: $WOR $PRLB $IESC) Leisure: +0.46%; 20 of 28 Up (>=4%: $LIND) Consumer: +0.15%; 24 of 43 Up Real Estate: -0.07%; 6 of 13 Up Software: -0.11%; 35 of 73 Up Finance: -0.14%; 31 of 71 Up (>=4%: $RIOT $PRAA) Oil/Gas/Etc: -1.30%; 24 of 75 Up (>=4%: $TRMD $FRO $DHT $ECO)

AI stocks market is slowly bleeding, being scared of a new Chinese DeepSeek open source model. Sold $INTC for a whopping +1% gain, and half of $AXTI position for +13%. Bought some $FORM and $COHU (totally not because mentioned them), and left some cash for US open

Growing CSP scan. 9 names! If you've been following me for any length of time, you know I use this as a proxy for general market health. Perhaps, action is improving under the surface more than the headline numbers may suggest?! $SNDK $SMCI $NBIS $AXTI $EXK $FORM $CRCL $DOCN $PBF

Photonics and optical names are ripping today as $VZ and $GLW new multibillion dollar fiber commitment reinforces that Al connectivity demand is spreading well beyond hyperscalers: $AEHR +7% $AXTI +14% $LITE +13% $VAT +12% $AAOI +9% $COHR +9% $ONE HUNDRED +9% I think you're going to keep seeing more deals like this as the Al buildout expands from inside the data center to between data centers bringing a much broader buyer base into fiber, transceivers, lasers, DSPs and silicon photonics.