Trump Instructs Purchase of $200B Mortgage Bonds, Offerpad Shares Up 64.5%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 08 2026
0mins
Should l Buy AXTI?
Equity futures were mixed following a mixed regular session, as profit-taking and risk aversion appeared to take hold ahead of the forthcoming jobs report. Of note, however, President Trump instructed his "representatives" to purchase $200B of mortgage bonds, sending shares of companies such as Opendoorand Offerpadhigher. This marks the second day in a row Trump released commentary on Truth Social that resulted in bullish sentiment for a sector, after his comments on expanding military spending on Wednesday.Check out this evening's top movers from around Wall Street, compiled by The Fly.HIGHER AFTER TRUMP INSTRUCTS 'REPRESENTATIVES' TO BUY $200B OF MORTGAGE BONDS -Offerpad Solutionsup 64.5%Opendoor Technologiesup 12.4%Rocket Companiesup 7%UWM Holdingsup 5.1%ALSO HIGHER -Jazz Pharmaceuticalsup 5% after naming Thomas Riga chief business officerMGM Resortsup 0.7% after Texas Capital initiated coverage of the stock with a Buy ratingLOWER AFTER EARNINGS -Paciradown 9.7%WD-40down 9.1%ALSO LOWER -AXT Inc.down 29% after cutting its Q4 guidanceOlindown 7.8% after updating its Q4 outlookGeneral Motorsdown 1.6% after saying it expects an additional $6B in charges related to a review of EV capacity and investments
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Analyst Views on AXTI
Wall Street analysts forecast AXTI stock price to fall
4 Analyst Rating
2 Buy
2 Hold
0 Sell
Moderate Buy
Current: 48.860
Low
18.00
Averages
21.33
High
26.00
Current: 48.860
Low
18.00
Averages
21.33
High
26.00
About AXTI
AXT, Inc. is a material science company that develops and manufactures high-performance compound and single element semiconductor wafer substrates comprising indium phosphide (InP), gallium arsenide (GaAs) and germanium (Ge). Its wafer substrates are used when a typical silicon wafer substrate cannot meet the performance requirements of a semiconductor or optoelectronic device. It has two product lines: specialty material substrates and raw materials integral to these substrates. Its InP is a semiconductor wafer substrate used in broadband and fiber optic applications, 5G infrastructure and data center connectivity. Its semi-conducting GaAs substrates are used to create opto-electronic products, including high brightness light emitting diodes that are often used to backlight wireless handsets and LCD televisions and for automotive, signage, and lighting applications. Its Ge substrates are used in applications, such as solar cells for space and terrestrial photovoltaic applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Silvaco Group Leads Gains: Silvaco Group's shares surged by about 35.6%, becoming a market highlight, reflecting positive signals in terms of technological innovation or market demand, which may attract more investor attention.
- AXTI Shows Strong Performance: AXTI's stock increased by approximately 8.4%, indicating robust performance in the semiconductor space, potentially linked to growing product demand or market share expansion.
- Optimistic Industry Outlook: The strong rebound in semiconductor stocks enhances market expectations for future technological developments, potentially creating more investment opportunities and growth potential for related companies.
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- Significant Earnings Improvement: The company's adjusted earnings came in at 0.29 yuan (4 cents) per ADS, a remarkable turnaround from a loss of 3.17 yuan per ADS a year earlier, exceeding expectations for a 5-cent loss, showcasing effective cost control and enhanced profitability.
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AXTI Options Contract Analysis and Investment Opportunities
- Put Option Appeal: The current bid for the $35.00 put option is $15.50, and if an investor sells this contract, they commit to buying AXTI stock at $35.00, resulting in a cost basis of $19.50, which is approximately a 5% discount from the current price of $36.90, making it an attractive option for potential investors.
- Yield Potential Analysis: Should the put option expire worthless, the premium would yield a 44.29% return on the cash commitment, or an annualized return of 51.80%, indicating the effectiveness of this strategy in risk management and yield enhancement.
- Call Option Returns: The $40.00 call option has a current bid of $15.50, and if an investor buys AXTI shares at $36.90 and sells this contract, the total return could reach 50.41% if the stock is called away at the January 2027 expiration, showcasing the potential profitability of this strategy.
- Risk Assessment: Current analytical data suggests a 25% chance that the $40.00 call option will expire worthless, allowing investors to retain both their shares and the premium collected, thereby enhancing the safety margin of the investment.
See More
AXT Inc. Officer Plans to Sell $18.78 Million in Common Stock via Form 144
Stock Sale Announcement: AXT Inc. officer Gary Fischer plans to sell 494,270 shares of the company's common stock.
Market Value: The total market value of the shares being sold is approximately $18.78 million.
See More
Semiconductor Stocks Show Strong Gains
- Strong Overall Performance: Semiconductor stocks rose approximately 2.6% as a group, indicating a rebound in market confidence towards the sector, which may signal an improvement in future demand.
- AXTI Leads Gains: AXTI's stock surged by about 21.2%, making it one of the top performers of the day, reflecting optimistic investor expectations regarding its growth potential.
- Ultra Clean Holdings Up: Ultra Clean Holdings saw its shares increase by approximately 11.8%, indicating enhanced competitiveness in the market, likely benefiting from industry recovery and technological advancements.
- Biotech and Semiconductors in Focus: Investor interest remains high in both biotechnology and semiconductor sectors, suggesting a growing overall confidence in tech stocks within the market.
See More
Semiconductor Stocks Surge with Silvaco Leading Gains
- Sector Performance: Semiconductor stocks rose approximately 1.3% on Friday, indicating a rebound in market confidence towards the sector, likely driven by renewed investor interest in technology stocks.
- Silvaco Group Leads Gains: Silvaco Group's shares surged by about 35.6%, becoming a market highlight, reflecting positive signals in terms of technological innovation or market demand, which may attract more investor attention.
- AXTI Shows Strong Performance: AXTI's stock increased by approximately 8.4%, indicating robust performance in the semiconductor space, potentially linked to growing product demand or market share expansion.
- Optimistic Industry Outlook: The strong rebound in semiconductor stocks enhances market expectations for future technological developments, potentially creating more investment opportunities and growth potential for related companies.
See More
El Pollo Loco Surges After Strong Q4 Earnings Beat Estimates
- Strong Earnings Report: El Pollo Loco reported Q4 earnings of $0.25 per share, surpassing analyst expectations of $0.20, indicating robust profitability that boosts investor confidence.
- Sales Exceed Expectations: The company achieved quarterly sales of $123.515 million, exceeding the analyst consensus of $122.783 million, demonstrating sustained strong market demand that drives overall performance.
- Stock Rating Upgrade: Benchmark upgraded El Pollo Loco's stock from Hold to Buy, reflecting a positive outlook on the company's future growth potential, which may attract more investor interest.
- Significant Stock Price Increase: Following the earnings report, El Pollo Loco's stock surged 17.6% to $12.79, indicating a strong market reaction to its financial performance and further solidifying its competitive position in the fast-food industry.
See More
U.S. Stocks Rise as NIO Reports Strong Earnings
- Quarterly Revenue Surge: NIO reported quarterly revenue of 34.65 billion yuan ($4.95 billion), reflecting a year-over-year increase of 75.9% and a sequential rise of 59.0%, surpassing the analyst consensus estimate of $4.61 billion, indicating robust market demand and sales growth potential.
- Significant Earnings Improvement: The company's adjusted earnings came in at 0.29 yuan (4 cents) per ADS, a remarkable turnaround from a loss of 3.17 yuan per ADS a year earlier, exceeding expectations for a 5-cent loss, showcasing effective cost control and enhanced profitability.
- Stock Price Rally: Following the earnings report, NIO shares surged 10.6% to $5.47, reflecting investor optimism regarding the company's future growth prospects and potentially attracting more institutional investor interest.
- Overall Market Performance: The U.S. stock market rose overall, with the Dow Jones index gaining around 200 points on Tuesday, indicating increased confidence in economic recovery, which may provide a favorable investment environment for NIO and other tech stocks.
See More
AXTI Options Contract Analysis and Investment Opportunities
- Put Option Appeal: The current bid for the $35.00 put option is $15.50, and if an investor sells this contract, they commit to buying AXTI stock at $35.00, resulting in a cost basis of $19.50, which is approximately a 5% discount from the current price of $36.90, making it an attractive option for potential investors.
- Yield Potential Analysis: Should the put option expire worthless, the premium would yield a 44.29% return on the cash commitment, or an annualized return of 51.80%, indicating the effectiveness of this strategy in risk management and yield enhancement.
- Call Option Returns: The $40.00 call option has a current bid of $15.50, and if an investor buys AXTI shares at $36.90 and sells this contract, the total return could reach 50.41% if the stock is called away at the January 2027 expiration, showcasing the potential profitability of this strategy.
- Risk Assessment: Current analytical data suggests a 25% chance that the $40.00 call option will expire worthless, allowing investors to retain both their shares and the premium collected, thereby enhancing the safety margin of the investment.
See More
AXT Inc. Officer Plans to Sell $18.78 Million in Common Stock via Form 144
Stock Sale Announcement: AXT Inc. officer Gary Fischer plans to sell 494,270 shares of the company's common stock.
Market Value: The total market value of the shares being sold is approximately $18.78 million.
See More
Semiconductor Stocks Show Strong Gains
- Strong Overall Performance: Semiconductor stocks rose approximately 2.6% as a group, indicating a rebound in market confidence towards the sector, which may signal an improvement in future demand.
- AXTI Leads Gains: AXTI's stock surged by about 21.2%, making it one of the top performers of the day, reflecting optimistic investor expectations regarding its growth potential.
- Ultra Clean Holdings Up: Ultra Clean Holdings saw its shares increase by approximately 11.8%, indicating enhanced competitiveness in the market, likely benefiting from industry recovery and technological advancements.
- Biotech and Semiconductors in Focus: Investor interest remains high in both biotechnology and semiconductor sectors, suggesting a growing overall confidence in tech stocks within the market.
See More
