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Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells agreed all-stock acquisition of Lumentum is driving the discussion, with many traders blaming the steep selloff on dilution, the deals scale and its long path to closing. Others see the combination of Marvells connectivity chips and Lumentums optical technology as a strategic bet on AI data centers, but its long-term payoff remains uncertain.

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 under pressure amid a semiconductor selloff following Intels disappointing results, with traders debating whether Intels weakness signals broader chip-demand concerns or is company-specific. Attention is focused on AMDs upcoming earnings and guidance: bears fear a weak outlook and high valuation, while bulls view the selloff as overdone and expect AMD to fare better than Intel.

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 fiscal Q4 report and first earnings call under CEO John Ternus are the focus, with traders weighing holiday-quarter guidance, iPhone demand and rising memory costs against a high valuation. Views are sharply divided: many expect a selloff, while others point to Apples relative resilience and cash generation, and see its results as important for broader tech sentiment.

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A sharp S&P pullback and volatile swings are driving discussion, with traders focused on weakness in technology and AI stocks, midterm-election uncertainty, and Apple and Palantir earnings as potential catalysts. Bears warn of a deeper correction, while bulls view the selloff as a possible shakeout and look for a rebound.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Marvells agreed all-stock acquisition of Lumentum is driving attention, but LITE has sold off sharply as the fixed exchange ratio ties its value to MRVLs share price and the deal is not expected to close until 2028. Traders criticize the dilution, long wait and uncertain deal value, while others argue the combination could benefit from growing AI-optics demand and view the decline as a buying opportunity.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is drawing attention amid a tech- and AI-led selloff, with traders questioning whether heavy AI investment can deliver enough returns and pointing to weakness in major technology stocks. Bearish calls dominate, though some traders see oversold conditions as a buying opportunity; election uncertainty and upcoming earnings add to the debate.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

Semiconductor stocks are under pressure amid an AI-trade selloff, with traders focused on concerns about AI spending, debt and whether infrastructure investments will deliver sufficient returns, alongside weak Intel guidance. The community is split between seeing a bubble or cyclical peak and buying the dip on the view that chip and data-center demand remains durable.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantirs Q3 earnings report is the main focus, with traders watching whether U.S. commercial AI growth and forward guidance can meet high expectations. The community is split between hopes for a strong beat and renewed gains, and concerns that the premium valuation and broader AI-stock weakness could trigger a sell-the-news reaction.

Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

A reported Usona FDA application for psilocybin in major depressive disorder has sharpened concerns that the rival could challenge Compasss lead as COMP360 approaches its own NDA completion, contributing to a steep selloff. Traders debate how serious the competitive threat isciting the different patient indication and Usonas nonprofit structurewhile looking to Compass management for clarity on its filing timeline.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

Sellas is drawing attention after its Phase 3 REGAL trial reached the prespecified 80-event threshold, triggering final analysis ahead of the GPS topline results. Traders are debating a steep selloff: some attribute it to profit-taking and short pressure, while others see it as a warning about the trial outcome, which remains unconfirmed.

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<ul class="summary-bullets"><li>Huang said Nvidia views AI development and AI safety as complementary efforts rather than competing priorities.</li><li>He described himself as “a responsible optimist” and said companies need to develop AI “safely” and “responsibly” while complying with existing laws.</li><li>The Nvidia CEO also warned against “regulatory capture” and said policymakers should avoid rules that could “suffocate the industry” while AI is still developing.</li></ul>Nvidia (NVDA) CEO Jensen Huang called OpenAI “one of the most consequential companies in history” Monday, defending the AI startup’s importance to Nvidia while leaving the door open for it to use any part of Nvidia’s newly launched OpenShell safety platform.“The thing that I have to decide in the case of OpenAI [is]: is OpenAI a great investment? And the answer, absolutely,” Huang said in a CNBC interview. “This is one of the most consequential companies in history.”Huang also praised OpenAI’s leadership, saying Sam Altman, Greg Brockman, Sarah Friar and Nick Turley “do a terrific job running the company,” adding that they are “incredible researchers” and that it is “a real privilege to work with them.”<a href="https://stocktwits.com/symbol/NVDA">NVDA stock</a> rose as much as 3.5% in morning trade and was among the top trending tickers on Stocktwits at the time of writing, while retail sentiment trended in ‘bearish’ territory over the past day. Before markets opened, Nvidia <a href="https://stocktwits.com/news-articles/markets/equity/nvda-stock-climbs-after-nvidia-approves-largest-buyback-increase-in-company-history/cZMSMQxRBQ1">announced</a> its board had authorized a $150 billion increase to its share repurchase program, bringing the remaining authorization to $235 billion.<figure class="image"><img src="https://news.stocktwits-cdn.com/edited_95acb2e8_c96a_486c_ad35_4a3b266a872918274982093036346943_302be633ae.jpg" alt="edited_95acb2e8-c96a-486c-ad35-4a3b266a872918274982093036346943.jpg" width="960" height="1552"><figcaption>NVDA stock retail sentiment on September 28 as of 9:45 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Huang Leaves OpenAI Door Open On OpenShell</h2>The Nvidia CEO’s comments come after OpenAI was notably absent from the roughly 100 companies supporting&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-launches-open-agent-safety-platform-with-microsoft-anthropic-palantir-on-board/cZMSrgyRBQJ">Open Agent Safety Platform</a>, an open-source system Nvidia designed to contain and monitor AI agents. Asked whether that meant OpenAI was not cooperating, Huang said the platform was open to the company.“However they would like to participate is going to be super welcome,” Huang said. “They could look at the code. They could use whatever part of it they would like. They could build their own inspired by this, or they could use it.”<h2 class="st-heading-2">Jensen Huang Says AI Safety Should Not Slow Development</h2>Huang positioned OpenShell as part of a broader effort to make increasingly autonomous AI systems safer to deploy. He has argued that AI advancement and safety should not be treated as competing goals.“Accelerating AI and accelerating AI safety is the same idea,” he said, arguing that improvements in capability have also made AI more predictable, grounded and useful.He also warned against “regulatory capture,” saying policymakers should avoid rules that could “suffocate the industry” while AI is still developing.“I’m a responsible optimist,” Huang said, adding that companies must build the technology “safely” and “responsibly” while complying with existing laws and regulations.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvda-stock-climbs-after-nvidia-approves-largest-buyback-increase-in-company-history/cZMSMQxRBQ1">NVDA Stock Climbs After Nvidia Approves ‘Largest Buyback Increase’ In Company History</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In an interview with CNBC, the Nvidia CEO said OpenAI’s leadership team, including Sam Altman, Greg Brockman, Sarah Friar and Nick Turley, “do a terrific job running the company.”

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