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

Nvidias sharp selloff is being tied by traders to fears that a Democratic sweep could bring tighter AI regulation or delay data-center projects, alongside broader doubts about AI spending and the sustainability of the chip rally. The community is divided between calling it an AI-bubble unwind and buying the dip on confidence in Nvidias long-term business.

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

A sharp broad-market selloff is being tied by traders to fears that the Democrats midterm gains could bring tighter AI rules and slow data-center investment, adding pressure to tech-heavy indexes. The community is split between seeing the drop as an overreaction and buying opportunity and expecting further losses amid uncertainty and an unwind in AI-related stocks.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQs sharp tech-led selloff is being tied by traders to fears that the Democratic midterm sweep could bring tighter AI and data-center rules and slow infrastructure spending, with semiconductor weakness adding pressure. The community is split between seeing a deeper correction and AI-trade unwind ahead and viewing the drop as an overreaction or dip-buying opportunity.

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 being tied by traders to fears that Democratic gains and calls for tighter AI regulation could slow data-center construction and weaken demand for AI-related chips and memory, amid a broader semiconductor and AI-trade unwind. The community is divided between viewing the drop as an overreaction and dip-buying opportunity because AI memory demand remains strong, and warning that weaker AI spending or a prolonged sector reset could bring further declines.

Iovance Biotherapeutics, Inc. engages in the development and commercialization of cell therapies using autologous tumor-infiltrating lymphocytes (TIL) for the treatment of cancer. Its products include Amtagvi (lifileucel), and Proleukin (aldesleukin). The firm also develops investigational TIL therapies for other solid tumor cancers. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Iovances quarterly results drew attention with record revenue growth, improved gross margins, and a longer cash runway, but the stock sold off despite the strong report. Traders debate whether broad biotech-market weakness and profit-taking drove the decline or whether concerns about Amtagvis sequential growth and the lung-cancer programs durability and 2027 filing timeline are weighing on sentiment.

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

A sharp semiconductor and AI-stock selloff has drawn attention to AMD, with traders speculating that post-midterm calls for AI regulation could slow data-center construction, alongside broader concerns about AI spending. The drop contrasts with AMDs strong results and outlook; some traders call it an overreaction and buying opportunity, while others see lingering capex and valuation risks.

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

AAOI is drawing attention after a sharp selloff alongside AI and optical-infrastructure stocks, with traders citing concerns about hyperscaler spending, AI valuations and the companys upcoming earnings outlook. Some see the decline as an oversold buying opportunity, while others fear more downside and question whether strong results would be enough to reverse the weak sentiment.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unitys quarterly results and outlookfeaturing its first GAAP profit since going public, accelerating Vector advertising growth, and upbeat forward guidanceare driving the rally. Traders are largely celebrating a potential turnaround, while some question whether shares can sustain gains and break through resistance.

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

Direxion Daily Semiconductor Bull 3X Shares

A sharp semiconductor selloff has hammered SOXL, with traders pointing to fears that political shifts could constrain AI and data-center investment, alongside broader worries that the AI trade is unwinding. The funds 3x daily leverage has magnified the drop; traders disagree on whether it marks capitulation and a buying opportunity or further downside ahead.

VanEck ETF Trust - VanEck Semiconductor ETF

VanEck Semiconductor ETF

SMH is under pressure as semiconductor traders reassess the AI buildout, weighing concerns that data-center restrictions and doubts about returns on heavy AI spending could slow chip demand. The community is split between fears that the AI trade is unraveling and calls that the selloff is an overreaction, with compute demand still intact.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

OSCR Stock Hits 5-Year High: Oscar Sees 'Healthy Tailwinds' In 2026 On Potential Upside To Guidance

Equity

Despite ACA market challenges and exits by Cigna and Aetna, Oscar sees competitor withdrawals as a potential opportunity for growth in 2027.

Neutral Sentiment

<ul class="summary-bullets"><li>CFO Scott Blackley said that 2026 is off to a "very strong start," with membership tracking as expected and May utilization better than feared.</li><li>Oscar's final 2025 Wakely report came in $130 million favorable to first-quarter accruals.</li><li>Blackley said he has yet to see the negative industry trends many expected for the 2026 ACA market.</li></ul>Shares of Oscar Health (OSCR) surged to a five-year high on Monday after the insurer cited "healthy tailwinds" across its business and suggested that favorable industry trends could drive upside this year.<a href="https://stocktwits.com/symbol/OSCR">OSCR stock</a> jumped 12% on Monday, logging its third straight session of gains.&nbsp;<h2 class="st-heading-2">OSCR 'Healthy Tailwinds' Drive 2026 Outlook</h2>CFO Scott Blackley said at the Goldman Sachs Global Healthcare Conference on Monday that 2026 is off to a "very strong start," with membership tracking as expected and May healthcare utilization running better than feared. He also said that Oscar's final 2025 Wakely report came in $130 million favorable to first-quarter accruals."Behind that affirmation of our current guidance, we do see some pretty healthy tailwinds in the performance of the company," Blackley said. The company is awaiting the first 2026 Wakely report, due later this month. Blackley said that early industry data suggest market morbidity, a key measure of the health risk profile of insured members, is likely to come in below expectations."If indeed we see that market morbidity come in favorable, as the Wakely early report had suggested, that gives us an opportunity for some upside for the year," Blackley said. "I keep looking for some piece of bad news about 2026 market morbidity, and at this point, just haven't seen any."<h2 class="st-heading-2">OSCR’s Strong Results Despite Industry Challenges</h2>Oscar's upbeat comments come on the back of a strong first quarter, with earnings per share (EPS) of $2.07 beating estimates of $1.10. Revenue came in at $4.65 billion versus estimates of $4.92 billion, while adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) hit $727 million. Membership grew 56% from a year ago to 3.17 million, while the medical loss ratio improved to 70.5% from 75.4%.&nbsp;Oscar's optimism comes amid ongoing challenges in the Affordable Care Act market after the phaseout of enhanced federal subsidies. Insurers have warned that rising premiums could push healthier members out of the market, leading to higher healthcare costs and lower enrollment. The pressure has already prompted some carriers to retreat. The Cigna Group recently announced plans to exit the ACA market in 2027, while Aetna exited at the start of 2026 after years of losses.Blackley acknowledged expectations that the ACA market could contract by 20% to 30% this year but also pointed to competitor withdrawals as a potential growth opportunity. "There are some carrier exits this year. We have a pretty good overlap with the markets where those carriers are, that gives us an opportunity for 2027," Blackley said.<h2 class="st-heading-2">How Do Retail Traders Feel About OSCR?</h2>On Stocktwits, retail sentiment for OSCR was ‘extremely bullish’ amid a 1,283% surge in 24-hour message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/oscr_ss_png_830ad74b65.webp" alt="oscr ss.png" width="972" height="131"><figcaption>OSCR sentiment and message volume as of June 8 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/FibonacciTrader_/message/655815088">noted</a> a “Textbook weekly base breakout in play.” They also added: “Price showing strong relative strength over the last few sessions-this isn’t just noise, buyers are stepping in.”&nbsp;<stembedurl>https://stocktwits.com/FibonacciTrader_/message/655815088</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/DeepCapital1/message/655796524">said</a>, “Let $OSCR be a lesson. One of the biggest mistakes investors make is selling a breakout winner because they expect a cheaper re-entry that never comes.”<stembedurl>https://stocktwits.com/DeepCapital1/message/655796524</stembedurl>OSCR stock has jumped 78% over the past year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-mltx-stock-rise-after-hours-today/cZ0xH6bR7b3">Why Did MLTX Stock Rise After-Hours Today?&nbsp;</a>

In this photo illustration, the logo of Oscar Health, Inc. is displayed on a smartphone screen on May 04, 2025, in Chongqing, China.  (Photo illustration by Cheng Xin/Getty Images)

Feed

News

Sentiment

Fundamentals

Info

AET News