SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

CAPR is drawing attention as traders position ahead of the FDAs November 22 decision on Deramiocel for Duchenne muscular dystrophy, with CEO confidence and the applications reported final-review stage fueling optimism about approval for preserving upper-limb function. The community is also debating the binary risk of rejection and speculating about short covering or a leak, neither of which is confirmed.

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

Traders are focused on MSCIs index review and the possibility that Strategy will be excluded, with concerns about index-driven selling and outflows. Bearish voices warn of added pressure amid Bitcoin weakness, while bulls argue the risk is already priced in or would have limited lasting impact.

RUM Group, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

RUMs strong Q3 resultsrecord revenue growth and its first positive adjusted EBITDA, driven by Quake AIs data-center businesshave fueled bullish interest in its AI infrastructure pivot and speculation about a short squeeze. Skeptics point to the GAAP loss, cash needs, softer outlook and uncertainty around financing and expansion at Maysville, Georgia.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SOFI is drawing attention for persistent share-price weakness and a sharp selloff alongside a broader tech and fintech downturn, with traders also pointing to interest-rate sensitivity. Many frustrated holders say the stock has failed to reflect strong Q3 results and growth, while bearish traders focus on continued downside and dilution concerns.

Figure Technology Solutions, Inc. is a blockchain-native capital marketplace, which engages in connecting origination, funding, and secondary market activity. It operates through the following segments: FTI, Markets, and Other. The FTI segment offers Figure Connect which generates ecosystem and technology fees, and originates, sells, and securitizes home equity line of credit (HELOC) loans that it services. The Markets segment utilizes blockchain technology to develop an exchange for digital assets and credit, with new product offerings including providing interest-bearing stable coin deposits. The company was founded by Michael Scott Cagney and June Ou in 2018 and is headquartered in Reno, NV.

Figure Technology Solutions Inc. - Ordinary Shares - Class A

Figure Technology Solutions Inc

FIGR is drawing attention amid a steep, volatile pullback and positioning ahead of Q3 earnings, despite traders citing strong preliminary loan-marketplace growth. The debate centers on whether that growth and its blockchain/tokenization business outweigh concerns about insider and VC share selling, valuation, and persistent short pressure.

Aurinia Pharmaceuticals, Inc. is a clinical stage bio-pharmaceutical company, which engages in the research, development, and commercialization of therapeutic drugs. The company was founded by Robert Foster, Richard Glickman, and Michael Martin on June 16, 1993 and is headquartered in Edmonton, Canada.

Aurinia Pharmaceuticals Inc

Aurinias prolonged generic-patent litigation is a central focus, as repeated deadline extensions have traders hoping for a settlement while frustrating investors waiting for clarity. The discussion also highlights calls for management to communicate and for the company to disclose AUR200s undisclosed indications; buyout expectations remain speculation.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas quarterly results are the main focus, with traders debating whether growth and guidance can overcome concerns about losses, dilution and execution; high short interest is fueling squeeze hopes, while skeptics warn of a selloff. A new Digital Bat drone order adds a positive defense-business backdrop, though some traders question the orders value because it was not disclosed.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Traders are linking LUNRs rebound to its selection for NASAs CLPS 2 program and potential backlog growth, while also watching quarterly results and guidance as a near-term test. Bulls point to NASAs expanding work and possible short-covering; skeptics note that CLPS 2 selection does not guarantee task orders and cite earnings and execution risks.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLakes BLA for sonelokimab in hidradenitis suppurativa and the pending FDA review decision dominate discussion, alongside positive views on its clinical pipeline. Bulls see the drug as a strong competitor, while skeptics focus on regulatory uncertainty, competition and the costs of launching without a partner.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

CoreWeaves strong results and outlook lifted confidence in AI-cloud demand and eased some financing concerns, sending Nebius higher ahead of its Q3 report. Traders are hopeful the sector rally and short covering can continue, while others warn the run-up may already price in good results and point to capital needs and execution risks.

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

NVIDIA Corp

 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

Applied Materials is drawing attention ahead of its upcoming earnings report, with traders focused on whether AI-driven chipmaking investment and equipment orders support the outlook. The recent rally and call-heavy options activity have encouraged bullish positioning, while others warn that fab spending could weaken and make the shares vulnerable to a pullback.

Cisco Systems Could Swing $30.8 Billion After Earnings

Cerebras, Nebius, Cisco and Applied Materials lead Thursday's earnings volatility watch, with options markets pricing in stock moves of up to 15.12%.read more...

Cisco Systems, Applied Materials On Deck Thursday As AI Demand Faces Test

Cisco Systems and Applied Materials headline Thursday's reports, with investors looking for evidence that AI infrastructure demand can keep supporting semiconductor and networking growth. Brookfield, Nebius Group,read more...

Valens Semiconductor, Ltd. (VLN) Reports Q3 Loss, Tops Revenue Estimates

PTK Acquisition (VLN) delivered earnings and revenue surprises of +33.33% and +1.92%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Lam Research's Gross Margin Hits 52.4%: Can it Climb Further?

LRCX's gross margin hits a record 52.4% in Q1'27, fueled by strong demand and favorable mix, but supply constraints may slow gains.

ONTO Beats Q3 Estimates & Uplifts View: Buy, Hold or Sell the Stock?

Onto Innovation surges on record Q3 results, AI-driven demand and a $1.3B+ backlog, but valuation and execution risks warrant caution.

Applied Materials vs. Dell Technologies: Comparing Stable vs. Accelerating Revenue Between These Artificial Intelligence Companies

Key PointsDell Technologies currently leads on revenue volume on a comparative basis, while demonstrating a faster pace of upward movement than Applied Materials...

Key Events This Week: CPI, PPI, Fed Speakers Galore And The End Of Earnings Season

Key Events This Week: CPI, PPI, Fed Speakers Galore And The End Of Earnings Season

 Having dispensed with the October jobs report, which came in red hot and above all Wall Street estimates, yet the market seems rather unfazed by the prospect of more rate hikes, we now move on from...

AMAT to Post Q4 Earnings: Time to Buy, Sell or Hold the Stock?

Applied Materials heads into Q4 FY26 with strong AI-driven chip equipment demand, advanced packaging growth and rising memory investments.

LRCX Gains 8% on a $25B Buyback Plan: Is the Stock Worth Holding Now?

Lam Research shares jump 8.2% on a $25B buyback plan. Strong AI demand, record earnings and a lower valuation support holding the stock.

Applied Materials, Cisco, Berkshire Hathaway, Nvidia, Micron and Alphabet are part of Zacks Earnings Preview

Zacks' Earnings Preview highlights AMAT, CSCO, BRK.B, NVDA, MU and GOOGL as key companies amid broad-based Q3 earnings growth and evolving estimate revisions.

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

LITE, CRWV, NBIS, AMAT, SMCI Were Among Last Week’s Biggest AI-Linked Losers: Which Stocks Are Flashing Oversold Signals?

Equity

Bullish Sentiment

<ul class="summary-bullets"><li>CoreWeave and Applied Materials recorded RSI readings below 30, according to Koyfin.</li><li>Super Micro Computer trades at 7.3 times forward earnings, below Applied Materials at 23.2 times and <a class="mention" data-mention="$LITE" data-symbol-id="LITE" href="https://stocktwits.com/symbol/LITE" target="_blank">Lumentum</a> at 37.8 times.</li><li>Retail sentiment toward CoreWeave and Nebius turned ‘extremely bullish’ on Stocktwits as both stocks rebounded in Monday’s premarket session.</li></ul>Several AI-linked stocks sold off sharply last week, with Lumentum Holdings (LITE), CoreWeave (CRWV), and Nebius Group (NBIS) losing more than a quarter of their value. Consequently, investors are looking to pick up stocks that offer a good bargain.&nbsp;Falling prices of CoreWeave’s bonds, a hotter-than-expected inflation reading, and fresh concerns about the durability of AI investment hammered tech stocks – particularly semiconductor equities – last week. The iShares Semiconductor ETF (SOXX) declined 11.8%, its worst weekly fall since March.According to Koyfin data, CoreWeave and Applied Materials are in the “oversold” territory in the group, with their relative strength index (RSI), a gauge of a stock’s price momentum, falling below 30.An RSI reading below 30 generally indicates oversold conditions, and readings above 70 suggest overbought conditions. Nebius had an RSI reading on 30.63, Super Micro Computer (SMCI) had a reading of 30.19 and Lumentum had a reading of 37.37.<h2 class="st-heading-2">SMCI Offers Low P/E Multiple</h2>In terms of the price-to-earnings, SMCI is still the most attractive bet. Its shares are currently priced at 7.3 times future earnings, compared with 23.2 times for Applied Materials and 37.8 times for Lumentum. Nebius and CoreWeave are loss-making.The market rose in Monday’s premarket session after a brutal week for tech stocks as investors set their positions for the key phase of the third-quarter earnings season.&nbsp;Netflix (NFLX), Meta Platforms (META), International Business Machines (IBM), and Western Digital (WDC)&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/stocktwits-tech-watch-netflix-and-meta-report-earnings-as-nvidia-oracle-product-events-loom/cZx8WbvRBME">will report</a> their quarterly results this week, setting the tone for the tech trade.<h2 class="st-heading-2">LITE, CRWV: Premarket Move, Retail View</h2>The premarket gains were led by chip stocks, with Intel rising over 4% and Micron and Advanced Micro Devices (AMD) gaining about 2.7% each. LITE and NBIS gained about 3.8% each, leading the rally in the aforementioned group.&nbsp;On Stocktwits, the retail sentiment for CRWV and NBIS climbed higher over the past week and was ‘extremely bullish’ on Monday. The sentiment for AMAT was ‘bullish’ for LITE and AMAT, and ‘neutral’ for SMCI.“$CRWV this will be over 100 in the coming weeks, loading up time is now,” a trader&nbsp;<a href="https://stocktwits.com/Roar01/message/666812593">wrote</a>.&nbsp;&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/chip-investors-watch-out-china-s-cxmt-plunges-despite-record-forecast-after-samsung-s-post-outlook-slide/cZx8i7ERBM9">Chip Investors, Watch Out: China’s CXMT Plunges Despite Record Forecast After Samsung’s Post-Outlook Slide</a>&nbsp;

Traders work on the floor of the New York Stock Exchange during morning trading on September 14, 2026. (Photo by Michael M. Santiago/Getty Images)

CoreWeave and Applied Materials enter ‘oversold’ territory after last week’s tech sell-off.

CoreWeave Inc

Lumentum Holdings Inc

Nebius Group N.V.

Super Micro Computer Inc

Track AMAT stock price, charts, news and real-time market activity on Stocktwits. Join the AMAT message board to follow investor discussions, retail trader sentiment, bullish and bearish signals around Applied Materials Inc stock.

AMAT Stock Price Today - Applied Materials Inc News, Charts, Retail Sentiment

$NVDA

$AMD

$AVGO

$TSM

If you had to pick just one, which semiconductor stock would you own for the next decade? 
 
Drop a comment for other tickers.

Stocktwits

Stocktwits Polls

Investors are split between aggressive calls and cautionary puts heading into Thursday's earnings as the company battles export headwinds.

Sentiment is shifting toward long entries as technical charts suggest a bottoming process is underway after a significant pullback from June highs.

Feed

News

Sentiment

Earnings

Futures

Fundamentals

Info

AMAT News