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Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavaxs third-quarter results and higher full-year revenue outlook, including a Sanofi milestone tied to its flu/COVID combination trial, are driving attention. Traders welcomed the improved outlook and cost-cutting, while others remain skeptical because revenue still leans heavily on Sanofi and there were no major new partnership or oncology updates.

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 alongside AI and semiconductor stocks as traders worry that post-election calls for tighter AI rules and data-center permitting constraints could delay infrastructure spending; doubts about the durability and financing of AI capex are also part of the bearish case. The community is divided between sellers warning of a deeper unwind and dip-buyers who argue that AI demand and data-center construction will continue despite the political uncertainty.

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 selloff is being tied mainly to fears that Democratic gains and calls for tighter AI regulation could slow data-center expansion and weaken demand for memory chips; traders also cite a reported Taiwan plant work stoppage over a labor dispute. The community is split between expecting further pressure if AI spending or the memory cycle cools and viewing the drop as an overreaction given continued demand and strong orders.

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

Direxion Daily Semiconductor Bull 3X Shares

SOXL is drawing attention amid a sharp semiconductor selloff, as traders cite fears that the election result could bring tighter AI and data-center constraints, alongside concerns about an AI-trade reversal and weak chip-stock performance. Bulls argue AI demand remains intact and see capitulation or a potential rebound, while bears expect more downsidea debate amplified by SOXLs 3x daily leverage.

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

Concerns that Democratic gains in Congress could bring tighter AI and data-center rules are weighing on Sandisk and other memory stocks. Traders disagree on whether a slower buildout threatens future demand or whether the selloff overstates the risk given continued AI-related memory needs and strong company fundamentals.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arms shares are under pressure despite a strong quarterly headline result, as traders focus on softer-than-expected royalty revenue and modest guidance rather than faster-growing licensing revenue. Bulls point to AI and data-center demand and the new CPU opportunity, while skeptics question whether recurring royalty growth can support the companys high valuation amid weakness across chip stocks.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

CELH is drawing attention after Q3 results beat expectations, with growth in Alani Nu and international sales offsetting weakness in the core Celsius brand. Traders welcomed the beat but remain divided over whether Alani can sustain growth, while margin compression and the core brands decline temper optimism.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomms earnings beat was overshadowed by a sharp decline in handset revenue and concerns that memory and other component costs will squeeze chip margins, prompting a steep selloff. Traders are debating whether growth in automotive, data center and other non-handset businesses can offset the phone weakness; some view the drop as an overreaction, while others say diversification has yet to replace the core handset business.

Xeris Biopharma Holdings, Inc. is a biopharmaceutical company, which engages in developing and commercializing products across a range of therapies. Its products include Gvoke, Keveyis, and Recorlev. Gvoke is a ready-to-use liquid glucagon for the treatment of severe hypoglycemia. Keveyis is the therapy approved in the United States to treat hyperkalemic, hypokalemic, and related variants of primary periodic paralysis (PPP). Recorlev is a cortisol synthesis inhibitor approved for the treatment of endogenous hypercortisolemia in adult patients with Cushing’s syndrome. The company was founded by Steven Prestrelski in 2005 and is headquartered in Chicago, IL.

Xeris Biopharma Holdings Inc

Reported takeover interest in Xeris, including speculation about Lundbeck and a possible bidding war, is driving much of the discussion; the company has said it is not for sale, and traders note that no deal is confirmed. Some investors see standalone value in Recorlevs growth and the XP-8121 pipeline, while others caution that the acquisition chatter may not lead to an offer.

Coherent Corp. engages in the development, refinement, manufacturing, and marketing of engineered materials, opto-electronic components and devices, and lasers for use in the industrial, communications, electronics, and instrumentation markets. It operates through the following segments: Networking, Materials, and Lasers. The Networking segment leverages compound semiconductor technology platforms and deep knowledge of end-user applications. The Materials segment markets engineered materials and optoelectronic devices. The Lasers segment serves industrial customers in semiconductor capital equipment, display capital equipment, precision manufacturing, and aerospace and defense, as well as instrumentation customers in life sciences and scientific research. The company was founded by Carl J. Johnson in 1971 and is headquartered in Saxonburg, PA.

Coherent Corp

Coherents quarterly earnings beat and stronger-than-expected outlook have focused attention on its AI data-center optics business, but traders are frustrated that the shares are falling amid a broader selloff in AI-linked stocks. Bulls say the results reinforce demand for optical connectivity, while bears point to data-center spending concerns and weak market sentiment.

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$SOXX Currently the SOXX semiconductors ETF is down -1.49% tonight -- if SOXX closes red tomorrow, it would tie its all-time record from 2006 of 9 consecutive red trading days 😬

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iShares Semiconductor ETF

 Currently the SOXX semiconductors ETF is down -1.49% tonight -- if SOXX closes red tomorrow, it would tie its all-time record from 2006 of 9 consecutive red trading days 😬

@sampi  8 straight down already after today, longest streak since 2015 per Barron&#39;s. Still up about 71% YTD though, even after an 11.7% slide in the last 5 sessions, so it&#39;s a streak more than a broken year.

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  8 straight down already after today, longest streak since 2015 per Barron's. Still up about 71% YTD though, even after an 11.7% slide in the last 5 sessions, so it's a streak more than a broken year.

Krypton Research

@KryptonResearch14 yes, it&#39;s a streak, not a broken year (so far 😜).

 yes, it's a streak, not a broken year (so far 😜).