SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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 caught in a broader semiconductor and AI-stock selloff as traders worry that election results and calls for tighter AI regulation could slow data-center expansion and chip demand. The community is split between fears that the AI buildout is peaking and buyers who view the decline as an overreaction, with some also questioning the sustainability of AI spending and financing.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is drawing attention amid a sharp tech-led selloff, which traders link to fears that post-midterm political shifts could constrain AI and data-center investment, alongside broader concerns about stretched AI valuations and leverage. The conversation is largely bearish, with warnings of further declines countered by traders calling the drop oversold and buying the dip.

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

Microns sharp selloff is tied to concerns that Democratic gains in Congress and calls for tighter AI rules could slow data-center construction and weaken demand for AI-related chips. Traders are divided between viewing the drop as an overreaction to policy uncertainty, with AI and memory demand intact, and seeing it as a broader unwind of the AI trade and doubts about capital spending.

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

A sharp market selloff has traders debating whether the midterm results and concerns about possible limits on AI and data-center development are weighing on tech-heavy indexes, alongside broader profit-taking and leverage unwinds. Bears see further downside, while dip buyers argue the election-related fears are overblown and look for a rebound.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

A steep semiconductor-sector selloff has hammered SOXL, with traders linking the pressure to fears that the Democratic sweep could slow AI and data-center investment, alongside broader concerns about AI valuations. The community is split between viewing the decline as panic and leveraged-position unwindingand buying for a reboundand warning that SOXLs daily 3x leverage magnifies losses and decay.

Bitcoin (BTC) is a cryptocurrency launched in 2010. Users are able to generate BTC through the process of mining. Bitcoin has a current supply of 20,105,365. The last known price of Bitcoin is 80,658.0733598 USD and is up 4.77 over the last 24 hours. It is currently trading on 12773 active market(s) with $40,139,541,803.82 traded over the last 24 hours. More information can be found at https://bitcoin.org/.

Bitcoin

Bitcoins sharp pullback is drawing attention amid broader risk-off selling in stocks and tech, with traders pointing to leveraged-position liquidations as a possible amplifier. The community is split between calling it a buying opportunity or a routine retest and warning that support may break into a deeper 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

Sandisk is caught in a broad semiconductor selloff as traders worry that Democratic control and calls for tighter AI regulation could slow data-center construction and weaken AI-related memory demand. The community is split between viewing the decline as an overreaction to policy fears and warning that the AI trade and memory cycle may be turning, with some also citing falling memory prices.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

A broad tech and AI selloff has pressured SPCX, with traders also debating whether political uncertainty around Musk could bring added scrutiny to SpaceXs government relationships; others point to upcoming insider share unlocks as a source of selling. Dip-buyers call the decline an overreaction, while bears warn that market weakness and these risks could mean further downside.

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 plunging alongside semiconductor and AI stocks amid fears that post-midterm calls for AI regulation could slow data-center expansion, with traders also questioning AI spending and elevated chip valuations despite AMDs strong results. The community is divided between treating the selloff as an overreaction and buying the dip, and expecting further declines as the AI trade unwinds.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is plunging amid a broader selloff in AI and data-center infrastructure stocks, with traders citing fears of tighter regulation and a report linking delays at its Texas site to Microsofts lower-than-planned AI spending. The upcoming earnings report adds uncertainty: bears question execution and future demand, while bulls argue the sector-wide rout may be overdone.

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$CSCO | Morgan Stanley Downgrades Cisco to Equalweight with $120 PT on Valuation Concerns and AI Margin Headwinds

Morgan Stanley stays mixed as improving networking demand and AI opportunities are offset by elevated valuation, margin pressure, and limited upside potential.

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Cisco Systems, Inc.

 | Morgan Stanley Downgrades Cisco to Equalweight with $120 PT on Valuation Concerns and AI Margin Headwinds

Morgan Stanley stays mixed as improving networking demand and AI opportunities are offset by elevated valuation, margin pressure, and limited upside potential.

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 more analyst insights on other tickers .

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Fair call on valuation. $CSCO at $120 is the line now, lose it and the downgrade sticks. You buying the dip or waiting for it to prove 120 first?

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 at $120 is the line now, lose it and the downgrade sticks. You buying the dip or waiting for it to prove 120 first?

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@ripster47 @tenet_researchfor Did MS also downgrade most if not all AI type stocks?  Cisco has always had a low PE compared to others

 Did MS also downgrade most if not all AI type stocks?  Cisco has always had a low PE compared to others

@TopOptionsAIerts Would rather wait for price action to confirm than blindly buy the dip. The analyst target is just an estimate, not a guaranteed support leve

 Would rather wait for price action to confirm than blindly buy the dip. The analyst target is just an estimate, not a guaranteed support leve

@nio11 Not necessarily across all AI stocks. Morgan Stanley&#39;s downgrade on Cisco is more about its valuation and margin concerns. Each stock has its own fundamentals and outlook.

 Not necessarily across all AI stocks. Morgan Stanley's downgrade on Cisco is more about its valuation and margin concerns. Each stock has its own fundamentals and outlook.

$CSCO 97 now, down 6.41% with the put wall at 97. Reclaim 100 first and the dip buyers have a case. What proves it to you, the reclaim or the close?

 97 now, down 6.41% with the put wall at 97. Reclaim 100 first and the dip buyers have a case. What proves it to you, the reclaim or the close?

@ripster47 I think more downgrades are to come.  Pretty clear that there will be a DC slow down.

 I think more downgrades are to come.  Pretty clear that there will be a DC slow down.