SOXL surged +165% over the past 30 days, driven by explosive gains in the semiconductor sector fueled by surging AI chip demand. Over the past quarter, the ETF climbed +75%, reflecting sustained bullish momentum in top holdings like NVIDIA and Broadcom.

Analysts expect Q1 2026 revenue of $5.51 billion, reflecting 15.7% year-over-year growth. Consensus EPS estimate stands at $1.09 per share, building on recent beats.

XLK surged +21% over the past 30 days, rebounding sharply from late March lows around $133, driven by strength in semiconductors and AI-related holdings like NVIDIA (NVDA). Over the past quarter, the ETF gained +12%, recovering from a Q1 dip of about -7.5% amid broader tech sector volatility.

Analysts expect normalized funds from operations (FFO) of approximately $1.44 to $1.46 per share for Q1 2026, building on Q4 2025's $1.45 beat. Consensus revenue estimate stands at around $3.20 billion to $3.22 billion, reflecting robust year-over-year growth.

DLLL surged +70% over the past 30 days, driven by amplified gains from Dell Technologies' (DELL) strong AI server demand and positive analyst sentiment. The ETF climbed +200% over the past quarter, reflecting DELL's earnings beats and massive AI backlog growth.

AMUU surged +163% over the past 30 days, driven primarily by Advanced Micro Devices ( AMD ) stock's strong rally amid heightened AI chip demand and positive sector momentum. Over the past quarter, AMUU gained +51%, reflecting AMD's data center growth and analyst optimism despite some volatility.

Analysts expect Q1 2026 revenue of $106.94 billion, up approximately 18% year-over-year from $90.23 billion in Q1 2025. Consensus EPS (earnings per share) estimate stands at $2.64, suggesting modest year-over-year growth amid higher investments.

Netflix reported Q1 2026 earnings that beat expectations, with revenue rising 16% to $12.25 billion and EPS at $1.23, nearly double year-ago figures. The company announced a $25 billion share buyback program, underscoring confidence in long-term value creation.

LWLG stock surged +72% over the past 30 days, driven by momentum from strategic partnerships in silicon photonics and heightened investor interest in AI infrastructure. Over the past quarter, shares rocketed +252%, fueled by key announcements like the Tower Semiconductor development agreement and commercial pipeline updates.

Coherent Corp. (COHR) stock surged +32% over the past 30 days amid strong AI-driven demand for optical networking components.

MTSI stock surged +24% over the past 30 days, driven by a historic semiconductor sector rally and momentum from prior earnings beats. Over the past quarter, shares gained +24%, supported by strong Q1 results, improved guidance, and AI-related demand in datacenters.

Corning Incorporated (GLW) stock surged +24% over the past 30 days amid strong anticipation for AI-driven demand in optical communications. The stock climbed +61% over the past quarter, fueled by robust growth in data center infrastructure and analyst upgrades.

AXT's shares have surged dramatically in recent months on demand for indium phosphide (InP) substrates critical for AI data center optics. The company recently raised over $550 million in a public offering to expand InP production capacity at its Beijing facility.

LITE stock surged +31% over the past 30 days, driven by a major NVIDIA partnership for AI data center optics and booming demand for photonic products. Over the past quarter, shares rocketed +123%, fueled by AI infrastructure expansion and strong quarterly earnings with 65.5% revenue growth.

Applied Optoelectronics (AAOI) stock surged +48% over the past 30 days, driven by strong demand for AI data center optical transceivers and major customer order expansions. Over the past quarter, the stock rocketed +222%, fueled by AI infrastructure boom, positive earnings, and hyperscale wins.

Unusual Machines secured a $5 million-plus order from Powerus for counter-unmanned aerial systems (counter-UAS) components, signaling strong defense sector demand. The company doubled daily motor production output at its Orlando facility to approximately 1,500 parts, enhancing capacity for drone components.

DroneShield reported Q1 2026 revenue of A$74.1 million, up 121% year-over-year, marking its second-highest quarter on record. Cash receipts surged 369% to A$77.4 million, driven by strong military demand for counter-unmanned aerial systems (C-UAS) technology.

ParaZero reported 12.3% revenue growth for 2025 to $1.05 million, with early 2026 orders reaching $1.28 million, surpassing prior-year totals. Multiple follow-on orders for DefendAir counter-unmanned aerial systems (C-UAS) from Israeli defense entities highlight growing operational reliance.

AIRO Group Holdings reported full-year 2025 revenue of $90.9 million, up slightly from 2024, with Q4 surging to $48.3 million. The company holds a strong cash position of $74.4 million, supporting ongoing operations and growth initiatives.

Elbit Systems beat Q4 2025 earnings expectations with EPS of $3.56, driving a sharp share price rally. Recent contracts worth over $220 million, including $200 million for airborne munitions, underscore robust demand.