SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energys strong Q3 results and raised full-year outlook have been overshadowed by a sharp share-price selloff. Traders debate its stretched valuation, negative operating cash flow, and broader pressure on AI-linked stocks, while bulls point to data-center power demand as a long-term growth driver.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. It operates through the Hard Disk Drives (HDD) segment. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digitals strong earnings and upbeat guidance have been followed by a sharp selloff, prompting debate over whether investors are pricing in a cyclical peak, future competition and broader AI-sector weaknessor overlooking continued demand for data storage. Many traders view the reaction as disconnected from the companys results, while others remain cautious about how durable demand and pricing will be.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Modernas sharp selloff followed the early release of Phase 3 data for its personalized melanoma vaccine with Mercks Keytruda: the results showed reduced recurrence and metastasis risks, but traders say the benefit fell short of high expectations after a steep run-up. The community is split between viewing the decline as an overreaction to positive data and expecting further pressure based on valuation and a sell the news reaction; claims of deliberate manipulation remain speculation.

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

Direxion Daily Semiconductor Bull 3X Shares

A sharp semiconductor and AI-stock selloff, amplified by SOXLs 3x leverage, has driven the discussion; traders point to broader tech weakness, worries about AI financing and spending, and oil-related geopolitical uncertainty. The community is split between calling the drop an oversold buying opportunity and warning that the AI trade may be unwinding further, with some highlighting the risks of holding a leveraged ETF through extreme volatility.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apples resilience near record highs, often rising while broader tech sells off, is driving attention, with traders calling it a defensive safe haven while others question the valuation and suspect positioning or options-related flows. The debate also touches on iPhone Duo demand and analyst downgrades ahead of earnings.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is drawing attention after a sharp Nasdaq selloff led by AI and semiconductor stocks, amid renewed concerns about returns on heavy AI and data-center spending; elevated oil prices tied to Iran tensions added to risk-off pressure. Traders are split on whether the decline is a correction or the start of a deeper downturn, with some looking for a rebound.

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 drawing attention after a steep, volatile selloff alongside memory and AI-related stocks, with traders citing uncertainty over AI capital spending, Chinese competition, and technical support levels. The community is split between buying the decline on continued AI-driven storage demand and expecting further weakness; upbeat Western Digital results and anticipation of SanDisks earnings have fueled hopes for a recovery but have not settled the debate.

Deckers Outdoor Corp. engages in the business of designing, marketing, and distributing footwear, apparel, and accessories developed for both everyday casual lifestyle use and high performance activities. It operates through the following segments: UGG Brand, HOKA Brand, Teva Brand, Sanuk Brand, Other Brands, and Direct-to-Consumer. The UGG Brand segment offers a line of premium footwear, apparel, and accessories. The HOKA Brand segment sells footwear and apparel that offers enhanced cushioning and inherent stability with minimal weight, originally designed for ultra-runners. The Teva Brand segment focuses on the sport sandal and modern outdoor lifestyle category, such as sandals, shoes, and boots. The Sanuk Brand segment originated in Southern California surf culture and has emerged into a lifestyle brand with a presence in the relaxed casual shoe and sandal categories. The Other Brands segment includes the Koolaburra by UGG brand. The Direct-to-Consumer segment consists of retail stores and e-commerce websites. The company was founded by Douglas B. Otto in 1973 and is headquartered in Goleta, CA.

Deckers Outdoor Corp.

Deckers quarterly results drove attention: earnings beat expectations, but revenue missed and the full-year sales outlook was cut as HOKA and UGG growth moderated; higher EPS guidance included a tariff-refund benefit. Traders are split between viewing the selloff as an overreaction given margins and buybacks, and seeing the weaker sales outlook as a warning about growth.

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

A broad market selloff, led by AI and semiconductor weakness amid worries about AI spending and elevated oil prices tied to Iran tensions, has put SPY in focus. Traders debate whether the decline is a rotation out of tech or the start of a deeper correction, while some expect a rebound.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokias quarterly results beat expectations, with strong AI and cloud demand, but shares sold off as investors focused on weaker free-cash-flow conversion guidance, higher restructuring costs and managements warning of persistent supply-cost pressures. Traders are divided between calling the drop an overreaction and buying the dip, and seeing the cash-flow outlook and conference call as reasons for further downside.

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

Buy, Sell or Hold AMKR Stock? Key Tips Ahead of Q3 Earnings

Amkor Technology's AI-led computing growth and attractive valuation support a hold ahead of Q3 earnings, but Communications weakness and SiP shifts pose risks.

Amkor Surges 84% in a Year: Should You Hold or Fold the Stock?

AMKR's 84% rally in a year reflects AI-driven advanced-packaging growth, but premium valuation and capital-heavy expansion support a Hold stance.

NVTS Stock Surges 72% YTD: Should You Hold or Book Profits?

Navitas Semiconductor's 72.2% YTD surge reflects AI power demand and 800V opportunities, but declining mobile revenues and a premium valuation warrant caution.

Are Options Traders Betting on a Big Move in Ambarella Stock?

Investors need to pay close attention to AMBA stock based on the movements in the options market lately. 

SCI Stock Surges Nearly 113% in a Year: What's Behind the Rally?

SCIA is benefiting from stronger demand, new customers, higher volume and advanced-materials expansion, but concentration and supply-chain risks remain.

Ambarella CEO Disposes of Over 6,000 Shares Worth Nearly $400,000

Key PointsThe transaction involved 6,086 shares with an estimated value of ~$395,000 on September 17, 2026...

Can LSCC's FPGA Portfolio Expansion With Mach-N2 Drive Growth?

Lattice launches Mach-N2 FPGAs with up to 2x logic density, advanced connectivity and security for long-lifecycle infrastructure systems.

AXT Stock Falls 22% in Three Months: 3 Reasons the Dip Looks Attractive

AXTI's 22% pullback looks attractive as surging InP demand, capacity expansion and supply deals support its AI data-center growth outlook.

Ambarella Q2 2027 Earnings Call Transcript

Ambarella (NASDAQ:AMBA) held its second-quarter earnings conference call on Thursday. Below is the complete transcript from the call.
This content is powered by Benzinga APIs. For comprehensive financial data andread more...

Ambarella (AMBA) Q2 Earnings and Revenues Surpass Estimates

Ambarella (AMBA) delivered earnings and revenue surprises of +12.50% and +0.09%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

Ambarella, Inc. engages in the development of low-power system-on-a-chip (SoC), semiconductors, and software for edge artificial intelligence (AI) applications and intelligent automation. The firm's products include video security, advanced driver assistance (ADAS), electronic mirror, drive recorder, driver or cabin monitoring, autonomous driving, and other robotics applications. It operates through the following geographical segments: Taiwan, Asia Pacific, Europe, North America, and United States. The company was founded by Feng Ming Wang and Leslie D. Kohn on January 15, 2004 and is headquartered in Santa Clara, CA.

Ambarella Inc

AMBA Stock Rockets 18% On NXP Buyout Talks For Self-Driving Chip Maker  

Equity

Bullish Sentiment

<ul class="summary-bullets"><li>Talks are ongoing but not guaranteed to succeed—other bidders could reportedly appear, or the discussions could fall apart.</li><li>Adding Ambarella’s specialized image-processing and edge-AI technology would let the Dutch firm offer a more complete package of sensors, processors and software.</li><li>NXP itself has stayed mostly on the sidelines of big acquisitions for years after an earlier attempt to sell the company for $47 billion collapsed over regulatory hurdles.</li></ul><p>Shares of Ambarella (AMBA) jumped nearly 18% on Friday, on track to clock its best day in a month, after reports that NXP Semiconductors (NXPI) is in talks to buy the company.</p><p>Nasdaq-listed shares of NXP, however, fell 5% at the time of writing.</p><h2 class="st-heading-2">The Potential Deal</h2><p>NXP, the Netherlands-based large chipmaker, is discussing an acquisition of Ambarella, the San Francisco-based designer of AI-powered chips used in cameras for self-driving cars and security systems, Financial Times <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/f02ce02b-fa33-49ad-b8c7-81ab5cec3de0?syn-25a6b1a6=1">reported</a>, citing people familiar with the matter.</p><p>Talks are ongoing but not guaranteed to succeed—other bidders could appear, or the discussions could fall apart, the report said. The deal would strengthen NXP’s position supplying chips to carmakers, a segment expected to make up roughly half of the Dutch company’s $15.1 billion in revenue this year, FT noted.</p><p>AMBA was valued at about $3.3 billion before the report. FT did not detail the financial terms of the proposed buyout.</p><h2 class="st-heading-2">Boost For NXP’s Auto Business</h2><p>NXP Semiconductors generated $7.116 billion in revenue from its automotive end market in 2025, accounting for a lion’s share of its total revenue of $12.27 billion. Adding Ambarella’s specialized image-processing and edge-AI technology would let the Dutch firm offer a more complete package of sensors, processors and software that carmakers increasingly demand as vehicles become smarter and more connected.</p><p>Ambarella’s chips excel at running complex AI models directly on the device rather than in the cloud. That capability is critical for real-time camera vision in cars, where split-second decisions matter for safety. The same technology also serves security cameras and industrial systems, giving NXP exposure beyond the auto sector.</p><h2 class="st-heading-2">A Sector On The Move</h2><p>The possible deal comes as semiconductor companies race to consolidate and lock in AI-related assets. In recent months, several multi-billion-dollar transactions have reshaped the industry as chipmakers position themselves for the next wave of artificial intelligence applications. NXP itself has stayed mostly on the sidelines of big acquisitions for years after an earlier attempt to sell the company for $47 billion collapsed over regulatory hurdles.</p><p>As for Ambarella, it signed a landmark long-term agreement with South Korea’s Hanwha Group in May for the sourcing and co-development of Ambarella’s edge AI technology, a deal valued at more than $800 million in potential revenue over more than a decade. Under the partnership, Ambarella's current and next-generation systems-on-chip and software will be integrated across Hanwha's product lines in video security, robotics, industrial automation and life sciences. The collaboration, Ambarella's broadest to date and among the first of its kind in the edge AI chip market, will also leverage Hanwha Vision's expertise in vision systems and cybersecurity.</p><h2 class="st-heading-2">How Did Retail Traders React?</h2><p>On Stocktwits, retail sentiment around NXPI stayed within the ‘bullish’ territory over the past 24 hours, while message volume remained at ‘high’ levels.</p><p>Meanwhile, sentiment around AMBA jumped from ‘bearish’ to ‘bullish,’ accompanied by an increase in retail chatter from ‘extremely low’ to ‘normal’ levels.</p><p>“BO (buyout) would actually be a little disappointing for what I was hoping to get out of this hold. I'd take it I guess,” a user <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/Curiousoso/message/660613602">wrote</a>.</p><p><stembedurl>https://www.stocktwits.com/Curiousoso/message/660613602</stembedurl></p><p>Another voiced hopes for a “competitive bid.”</p><p><stembedurl>https://www.stocktwits.com/Jumpinjackflash33/message/660612753</stembedurl></p><p>While <a href="https://stocktwits.com/symbol/NXPI">NXPI shares</a> have gained 7% this year, <a href="https://stocktwits.com/symbol/AMBA">AMBA</a> has gained 22%.&nbsp;</p><p>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/capr-stock-on-track-for-worst-week-ever-after-regulatory-setback-for-dmd-therapy/cZN4ib6RJPH">CAPR Stock On Track For Worst Week Ever After Regulatory Setback For DMD Therapy</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

The logo of US semiconductor company Ambarella Inc. is displayed on a smartphone. (Photo Illustration by Timon Schneider/SOPA Images/LightRocket via Getty Images)

Talks are ongoing but not guaranteed to succeed—other bidders could reportedly appear, or the discussions could fall apart.Adding Ambarella’s specialized image-processing and edge-AI technology would let the Dutch firm offer a more complete package of sen

AMBA Stock Rockets 18% On NXP Buyout Talks For Self-Driving Chip Maker

NXP, the Netherlands-based large chipmaker, is reportedly discussing an acquisition of Ambarella, the San Francisco-based designer of AI-powered chips used in cameras for self-driving cars and security systems. 


NXP Semiconductors NV

Very bullish

Cautiously bullish

Cautiously bearish

Very bearish

Stocktwits sentiment on $SPY just hit its lowest level of the year. How are you feeling about the market right now?

Stocktwits

 just hit its lowest level of the year. How are you feeling about the market right now?

Current Price	$63.12
Prev Close	$66.00
Open	$63.51
Dividend Yield	0.00%
50-Day Moving Average	$68.56
Beta	2.36
Avg. Volume	2.02M
PE Ratio	-50.77

52-Week High	$96.69
52-Week Low	$48.30
Market Capitalization	$2.91B
EPS (Annual)	-$1.78
Price to Book	4.70
Revenue Per Employee	$407,405.63

Feed

News

Sentiment

Earnings

Fundamentals

Info

AMBA Fundamentals