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Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intels post-earnings selloff is driven by weaker-than-expected fourth-quarter guidance, with traders pointing to PC weakness and supply constraints, including an Israel factory disruption, despite stronger quarterly results. The community is divided between expecting further downside and viewing the drop as an overreaction or buying opportunity.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons earnings-driven selloff is centered on heavy AI infrastructure spending and weak cash-flow concerns, alongside softer retail results and a cautious outlook, despite strong AWS growth. Traders are divided between viewing the drop as an overreaction to investment spending and worrying that the spending may not translate into returns soon enough.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisks strong quarterly results and upbeat outlook, alongside an announced 8-for-1 stock split, are drawing attention, but shares sold off sharply in the earnings reaction. Bulls see durable NAND and data-center demand and blame broad tech weakness or profit-taking, while skeptics cite high expectations and concerns about AI spending and growth sustainability.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Weak reactions to mega-cap tech earnings, including declines in Alphabet and Amazon and concern over Intels outlook, are weighing on QQQ. Traders are debating whether heavy AI infrastructure spending will deliver returns or mark an AI-trade unwind, while some see the selloff as an overreaction and buying opportunity.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apples relative strength against a weakening tech and AI trade dominates the discussion, with traders describing it as a safe-haven or anti-AI rotation as investors seek exposure outside heavy AI spenders. The move has drawn bullish praise, but skeptics question its valuation and durability ahead of earnings, also citing product-quality complaints about the iPhone Duo.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia is under pressure amid a broader AI-stock selloff and debate over whether hyperscalers heavy infrastructure spending will deliver adequate returns, with Alphabets results adding to concern despite continued investment plans. Traders also discussed reports alleging a China-linked intelligence connection involving a person close to Jensen Huang; Nvidia has disputed the allegations.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddits post-earnings selloff is dominating discussion: despite beating quarterly estimates, its forward guidance came in light and user growthparticularly in the U.S.missed expectations, while management flagged weakening Google search referrals. Traders are also debating whether a planned login requirement could protect monetization from AI scraping or further reduce traffic; some view the drop as an overreaction to otherwise strong results.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Strategys Q3 results are a major focus: traders point to an EPS beat largely tied to Bitcoin gains but a revenue miss, and debate whether preferred-share dividends and dilution weigh on common shareholders. Bitcoin weakness and reports of a possible Binance hack add to bearish sentiment, while some traders view the pullback as a buying opportunity.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is caught in a semiconductor selloff as traders react to Samsungs profit miss and Microsoft and Alphabet spending less than expected on capital expenditures, raising concerns about AI-infrastructure demand. The community is divided: some see the weakness as sector-wide pressure ahead of AMDs earnings, while others argue Intels results could create opportunities for AMD to gain share.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivians quarterly results beat expectations and the company raised its delivery outlook as the R2 ramped up, prompting bullish reactions about improving execution and growth. The optimism is tempered by concerns about continued losses and cash burn, while traders also debated whether an unconfirmed Walmart van sighting signals a potential fleet deal.

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5 ETF Areas That Held Steady In Friday's Bloodbath  

On Oct 10, 2025, Wall Street saw about $2 trillion in market value wiped out. However, ETFs like SIVR, TAIL, URA, PZA, and VNM held steady. Find out why.

South Korea, Vietnam Plot $150 Billion Trade Boost To Counter Trump Tariff Heat

Equity

Leaders from both nations agreed to deepen cooperation in key sectors, including critical minerals, defense, infrastructure, and advanced technology.

Asia Braces For Trump’s Tariffs: South Korea, Thailand, Vietnam, Japan Scramble Ahead Of August Deadline

Trump’s tariff push is drawing responses across Asia, with Vietnam pushing for revisions, Japan signaling strategic shifts, and South Korea and Thailand accelerating deal talks.

VanEck ETF Trust - VanEck Vietnam ETF

Neutral Sentiment

South Korean President Lee Jae Myung and Vietnamese Communist Party chief To Lam agreed Monday to accelerate cooperation and nearly double annual trade to $150 billion by 2030, part of a broader push to counter the impact of newly imposed U.S. tariffs.At a joint press event in Seoul, Lee referred to Vietnam as “a very important neighboring country” in both trade and security, while Lam stated that expanding military ties could help strengthen regional stability, according to Bloomberg.Vietnam is South Korea's biggest investment target and its third-largest trading partner. As of May, there are 94 billion dollars of registered projects in Vietnam. Bilateral trade between the two countries reached $81.5 billion last year, an increase of 7.3% over 2023.Both nations recently reached separate trade deals with the U.S. under President Donald Trump’s tariff plan.&nbsp;South Korea&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/trump-secures-full-and-complete-trade-deal-with-south-korea/chohs8MR5Cn">secured a 15% levy</a> after avoiding a potential 25% rate from August and agreed to measures, including&nbsp;granting Washington access to $350 billion in U.S.-controlled investments, purchasing $100 billion in American LNG and energy products, and further opening its markets to U.S. goods.&nbsp; Vietnam’s deal set a 20% tariff on its exports&nbsp;to the U.S.Lee said the deal removes the uncertainty of exports and levels the playing field,&nbsp;allowing South Korean companies to compete on an equal footing with major countries. He said the partnership will concentrate on shipbuilding, semiconductors, secondary batteries, biotechnology, and energy.Lee and Lam also agreed to deepen cooperation in critical minerals, defense and infrastructure during talks on Monday.&nbsp;South Korean companies are expected to participate in Vietnam's major infrastructure projects, including the development of new cities, high-speed rail systems, and nuclear power plants. Vietnamese Deputy Foreign Minister Nguyen Minh Vu said the visit would also open up more opportunities for cooperation on semiconductors and artificial intelligence.On Stocktwits, retail sentiment was ‘bearish’ for the iShares MSCI South Korea ETF (EWY) and ‘bullish’ for the VanEck Vietnam ETF (VNM), with both seeing ‘normal’ and ‘low’ message volume, respectively.So far this year,&nbsp;<a href="https://stocktwits.com/symbol/VNM">VNM</a> is up 49.7%, outperforming&nbsp;<a href="https://stocktwits.com/symbol/EWY">EWY’s</a> 44.4% gain.For updates and corrections, email newsroom[at]stocktwits[dot]com.

South Korean President Lee Jae Myung (R) attends with General Secretary of the Communist Party of Vietnam To Lam (L) during a joint statement at the presidential office. (Photo by Song Kyung-Seok - Pool/Getty Images)

iShares MSCI South Korea ETF

VanEck Vietnam ETF

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Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

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