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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

NVIDIAs steep decline is part of a broader semiconductor selloff, as traders worry that midterm results and calls for data-center pauses could slow AI infrastructure spending. The community is split between fears that the AI growth outlook is weakening and views that the market is overreacting to political uncertainty, with some treating the drop as a buying opportunity; no broad slowdown has been established.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings disappointing Q3 results and sharply reduced 2026 outlook, reflecting heavy investment in its Predictions business, triggered a steep selloff and renewed criticism of management and spending. Traders debate whether the investment can build growth against Kalshi and Polymarket or instead deepen losses, while some view the reaction as an overreaction and point to rising customer activity.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

AAOIs sharp selloff follows quarterly results that beat earnings and narrowly topped revenue expectations, but its next-quarter revenue outlook fell short of estimates and management said U.S. capacity expansion would take longer because of power and construction delays. Traders are split between viewing the drop as an overreaction to strong data-center growth and worrying that softer guidance and scaling constraints undermine the outlook.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron shares plunged with semiconductor stocks as traders reassessed AI spending after the midterm results and comments about pausing or tightening oversight of data-center development raised fears of slower infrastructure expansion. The community is split between viewing the selloff as an overreaction with memory demand intact and worrying about delayed projects and weaker AI capex; some also point to leveraged selling as amplifying the decline.

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

SNDKs sharp decline alongside semiconductor and AI stocks is being linked to fears that post-election regulation or local opposition could slow data-center expansion and AI spending, alongside broader tech-sector selling. Traders are divided between expecting more downside and viewing the drop as an overreaction, arguing that memory demand and data-center projects may persist or shift elsewhere.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovins stronger-than-expected Q3 results and upbeat Q4 outlook, credited in part to its newer advertising model, triggered a sharp rally. Traders largely welcomed the results and the stocks strength amid a tech selloff, while others warned the surge could fade and questioned whether the growth is sustainable.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

A sharp broad-market selloff, led by technology and semiconductor stocks, has traders focused on fears that political and regulatory pressure could slow AI and data-center investment after the midterm results. The community is divided between viewing the drop as an overreaction and buying opportunity and expecting further declines, with volatile rebounds adding to uncertainty.

Direxion Shares ETF Trust - Direxion Daily MU Bull 2X ETF

Direxion Daily MU Bull 2X Shares

A sharp, volatile pullback in Micron and memory stocks is driving attention to MUU, which magnifies moves in Micron through 2x leverage. Traders are split between buying the dip in anticipation of a rebound and warning that continued weakness and leverage can deepen losses.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

DaVitas cautious outlook on DefenCaths post-TDAPA reimbursement and rollout, alongside Fresenius data comparing it with ClearGuard, has fueled concern about the drugs dialysis-market economics and contributed to a sharp selloff. Traders disagree over the severity: bears see reimbursement and competition as threats to uptake, while bulls argue DaVitas projections are preliminary and point to CMSs payment estimate and continued adoption.

Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. The firm offers various products for application security, performance and reliability, network services, Zero Trust, developer platform, media delivery, insights, domain registration, and consumer services. It operates through the United States and Rest of the World geographical segments. The company was founded by Matthew Prince, Michelle Zatlyn, and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.

Cloudflare Inc - Ordinary Shares - Class A

Cloudflare Inc

Cloudflares quarterly results beat expectations and the company raised its outlook, sparking a sharp after-hours rally despite a broad tech selloff. Traders are divided on whether the move can hold, with bullish reactions to accelerating growth countered by concerns about the stocks rich valuation, weaker margins and market-wide pressure.

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allanschoenberg

Allan Schoenberg