Bulls and Bears: Nvidia, Lumentum, Planet Labs

examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories. S. stocks made weekly gains despite a volatile finish, as record-high Treasury yields, rising oil prices, and fresh doubts about the artificial intelligence boom weighed on investor sentiment. 36%, its highest level in 24 years, raising concerns about borrowing costs and equity valuations.

Technology and AI stocks faced renewed scrutiny after reports raised questions about OpenAI’s revenue outlook, triggering a sell-off in semiconductor shares. Telecom stocks suffered an even sharper setback after Space Exploration Technologies Corp. (NASDAQ: SPCX ) agreed to acquire a nationwide wireless spectrum portfolio in a deal valued at about $8 billion, raising concerns that its Starlink Mobile service could challenge traditional carriers. The bond market remained a key concern as investors weighed persistent inflation, government borrowing and the Fed’s next move.

Minutes from the central bank’s September meeting showed most officials expected another rate increase by year-end, although Governor Christopher Waller said policymakers had flexibility over the timing. The odds of an October hike remained relatively low, while markets priced in a greater chance of a December increase. provides daily reports on the stocks most popular with investors. Here are a few of this past week’s most bullish and bearish posts that are worth another look.

The Bulls Nvidia Stock at New All-Time Highs: Market Expert Says ‘Cusp of a Major Breakout’, by Chris Katje, reports that Nvidia Corp. (NASDAQ: NVDA ) reached a record high as Freedom Capital Markets Chief Market Strategist Jay Woods predicted further gains, saying the stock could lead the broader market higher again. Woods identified $240 as a key technical level, arguing that a close above it could confirm a breakout and open the way toward his $270 price target. 01 billion a year earlier.

Applied Digital Delivers Q1 Double Beat, Shares Rise, by Adam Eckert, reports that Applied Digital Corp. 16 million, while its adjusted loss of 1 cent per share was narrower than expectations for a 30-cent loss. 9 million, supported by demand for AI and high-performance computing infrastructure, including tenant fit-out services and rental income from its hosting business. 5 million in the prior-year quarter.

4 billion in debt. CEO Wes Cummins said the company aims to become a leader in purpose-built AI data centers and secure long-term contracts with major technology companies. Lumentum Stock Breaks Out of Its Spring Range: Here’s the Level to Watch Next, by Erica Kollmann, reports that Lumentum Holdings Inc. (NASDAQ: LITE ) broke above a trading range that had constrained its shares for nearly five months, with market strategists watching whether the former resistance level near $1,085 can become support.

7% on Oct. 40 on Oct. 6, marking a gain of about 606% over the previous 12 months. Strong demand for optical networking components used in AI data centers is helping drive the rally.

For additional bullish calls of the past week, check out the following: Citizens Turns Bullish on Ondas Stock Penguin Solutions Stock Pops on Q4 Earnings Beat, Strong Guidance Tesla’s Q3 Delivery Beat Is Just the Start: Gene Munster Says TSLA Will ‘Crush Traditional Automakers’ The Bears Levi Strauss Reports Mixed Q3: EPS Beat, Revenues Miss, by Erica Kollmann, reports that Levi Strauss & Co. 62 billion. Revenue rose 4% year over year on a reported basis and 5% organically, supported by 6% growth in wholesale sales, while direct-to-consumer revenue increased just 2%. S.

direct-to-consumer sales declined 1%, and Europe fell 2%, offset by an 8% increase in Asia. Earnings included a 16-cent benefit from tariff refunds, part of which the company is reinvesting in marketing and other business initiatives. 52 and plans a $100 million accelerated share repurchase program. 76 billion analyst estimate.

Planet Labs Stock Is Down 66% as Google AI Satellite Reaches Orbit, by Surbhi Jain, reports that Planet Labs PBC (NYSE: PL ) shares have fallen roughly 66% from their May peak despite record revenue and growing demand for satellite imagery and defense-related data. The company helped build Google’s first Project Suncatcher prototype, which launched into low Earth orbit on Oct. 1 aboard a Space Exploration Technologies Corp. (NASDAQ: SPCX ) Falcon 9 rocket.

The satellite carries four of Google’s Tensor Processing Units to test whether AI computing can operate in space, although challenges such as radiation and heat management remain. 9 million and cash and short-term investments totaled about $865 million. Constellation Brands Q2 Preview: Stock Hits 11-Year Lows, Market Expert Warns of Catching ‘A Falling Knife’, by Chris Katje, reports that Constellation Brands Inc. (NYSE: STZ ) shares hit an 11-year low ahead of its fiscal second-quarter earnings report, as investors weighed weakening beer demand, tariff pressures and uncertainty about the company’s outlook.

63. Modelo Especial and Corona Extra remain key growth drivers, but investors are watching consumer demand and the impact of tariffs on Mexican beer imports. For more bearish takes, be sure to see these posts: Micron, SK Hynix, And SanDisk Slide in Sync: What’s Behind The Memory Selloff? v Nebius Group Stock Is Falling Wednesday: What’s Going On?

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