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Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Democratic gains in the U.S. midterms and prospects of a sweep are driving QQQ discussion, with traders connecting the selloff to fears of tighter AI and data-center rules and a rotation out of tech. Views are split between further pressure on AI-linked stocks and a possible relief bounce, with some arguing the reaction is overdone or that gridlock could limit policy changes.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

A projected Democratic sweep in the midterms dominates discussion, with traders linking the anticipated loss of Republican control to pressure on Trump Media and many voicing bearish views on the stock. The community is largely celebrating the political setback, though some posts dispute the projected results or expect Republicans to retain control.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

The midterm election results are driving debate over perceived political risk to SpaceX, with traders fearing increased scrutiny of Musk, government contracts, and data-center projects; these consequences remain speculative. The community is split between bearish calls for further losses and buyers treating the selloff as an opportunity, with some noting a rebound.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Expected Democratic gains and backlash over Elon Musks political spending dominate discussion, with many traders fearing heightened scrutiny of Musks businesses, reduced political support, and added uncertainty around a possible TeslaSpaceX merger. Sentiment is largely bearish, though some traders argue renewed EV incentives could benefit Tesla or view the selloff as temporary.

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

Midterm-election uncertainty is driving debate over whether Democratic gains could bring tighter AI and data-center rules, pressuring Nvidia and the broader AI trade; others argue gridlock would limit policy changes and infrastructure demand remains strong. Traders also point to AMDs strong results as evidence of resilient AI-chip demand, alongside a rebound in semiconductor stocks.

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

AMDs stronger-than-expected quarterly results and upbeat outlook, driven by AI and data-center demand, are drawing attention and fueling a bullish reaction. Traders are debating whether that growth can outweigh concerns about valuation, cash flow, and possible data-center restrictions tied to election outcomes.

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

Midterm-election fears over potential data-center restrictions dominated discussion, with traders linking the volatility in Micron and other AI-linked stocks to uncertainty about the results. Bulls argued that AI infrastructure and memory demand remain intact, while AMDs strong results helped fuel hopes of a semiconductor rebound; others remained wary of the sharp swings and memory-cycle risks.

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

Direxion Daily Semiconductor Bull 3X Shares

SOXLs volatility is centered on election-related fears that a Democratic sweep could bring data-center restrictions and slow AI chip demand; others argue the concern is overblown and point to strong AMD and SMCI earnings as support for a semiconductor 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

Apples warning that memory costs are rising and expected to keep climbing has renewed attention on Sandisk, with traders viewing it as evidence of tight supply and pricing power for memory makers. That optimism is tempered by a sharp recent selloff and concerns that the memory boom could be cyclical or that data-center spending may slow, leaving sentiment divided on whether the bounce will last.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micros quarterly results beat expectations and its raised fiscal-year outlook, driven by strong AI-server demand, are the dominant catalyst. Traders celebrated the growth and saw the shares as undervalued, while others questioned whether thin margins, cash-flow needs and lingering doubts about management justify the muted, volatile reaction, which some also linked to election-related market weakness.

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No specific company, sector, or macro catalyst clearly explains the move, which appears tied to broader trading activity.

Cerebras Stock Hits All-Time Low: What's Happening?

Cerebras Systems Inc. (NASDAQ: CBRS) shares are tumbling Monday to a record low, days after a short-seller report sent the stock sliding.read more...

Cerebras Expands AI Footprint With Oracle: Can It Outpace NVDA & AMD?

CBRS expands its AI inference reach through Oracle and AWS partnerships, strengthening its position against NVIDIA and Advanced Micro Devices.


Why Cerebras Systems Stock Jumped on Tuesday

Key PointsCerebras announced plans to bring speedy AI processing to Oracle Cloud...

Oracle Expands Cloud Infrastructure Arsenal With Google, OpenAI, And Cerebras Partnerships

Equity

Oracle has announced major multi-vendor artificial intelligence expansions at its AI World conference, integrating Google Cloud TPUs, OpenAI security tech, and Cerebras systems into Oracle Cloud Infrastructure (OCI). 

SPCX Stock Slips Premarket: Retail Speculates Elon Musk Could Snap Up Cerebras After Chipmaker’s Slump 

OpenAI emails show that a possible Cerebras acquisition through Tesla was discussed in 2017.

AAOI vs. CBRS: Which AI Infrastructure Stock Has an Edge Now?

Applied Optoelectronics holds an edge over Cerebras in the AI infrastructure race, backed by surging optical demand, capacity expansion, and a stronger earnings outlook.


SpaceX, Cerebras IPOs Couldn't Keep the Private Market Boom Going, Forge Says

SpaceX and Cerebras Systems put the spotlight on the 2026 IPO market, but a broader recovery in private-market exits has yet to take hold.read more...

Dow, S&P 500, Nasdaq Edge Higher Amid Tech Rebound As Q3 Earnings Season Forges Ahead: DJT, AMZN, CBRS, CRWV Stocks In Focus

Technology and AI stocks rebounded on Monday, reversing a week of steep declines. 

Should You Hold on to Cerebras Stock Despite Its 25% One-Month Dip?

CBRS stock plunges 25.3% in a month, but surging AI demand, a $25.4 billion backlog, and capacity expansion support growth despite margin pressures.


Cerebras Systems vs. SoundHound AI: Here's What Revenue Trends Tell Investors About These Artificial Intelligence Companies

Key PointsA side-by-side comparison of revenue over the past two years reveals that Cerebras Systems generates larger overall volume than SoundHound AI...

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Bearish Sentiment

<ul class="summary-bullets"><li>Oracle Cloud Infrastructure (OCI) is set to become the first major hyperscaler outside Google to offer Google Tensor Processing Units (TPUs).</li><li>The company unveiled the Oracle AI Security Mesh, powered by OpenAI’s frontier cyber models, to help corporations address security vulnerabilities.&nbsp;</li><li>Oracle is partnering with Cerebras Systems to integrate ultra-fast wafer-scale hardware into its cloud data centers by the first half of 2027.</li></ul>Oracle Corp. (ORCL) share price gained about 4% on Tuesday after announcing a host of agreements around its Oracle Cloud Infrastructure with Google, OpenAI and Cerebras.&nbsp;&nbsp;The cloud computing firm is slated to bring Google Cloud Tensor Processing Units (TPUs) to Oracle Cloud Infrastructure (OCI) at the beginning of 2027. OCI will become the industry's first major cloud service provider outside of Google to offer the specialized custom silicon chips.The deployment will incorporate Google’s eighth-generation TPU portfolio. According to executives, the integration aims to provide enterprises with greater hardware diversity, maximizing performance and energy efficiency for complex reasoning, agentic frameworks, and long-context applications.“Bringing Google TPUs to OCI gives customers access to multiple leading AI compute architectures in one cloud. That choice gives them the flexibility to choose the right infrastructure for the performance, throughput, and economics of each AI workload,” said Mahesh Thiagarajan, president, Oracle Cloud Infrastructure.<h2 class="st-heading-2">Reinforcing Cyber Defense With OpenAI</h2>Addressing mounting digital threat landscapes, Oracle introduced the Oracle AI Security Mesh, powered by OpenAI’s advanced cyber models. The new security architecture combines OpenAI’s frontier reasoning systems with Oracle’s proprietary testing tools and customer-specific environment data.Designed to support corporate defense networks, the system operates by independently evaluating software patterns, probing underlying code vulnerabilities, and modeling targeted solutions. By functioning within strict guardrails and human-supervised intervention thresholds, the architecture expedites flaw detection while preserving organizational governance.“More businesses are choosing OpenAI as we make it easier to put AI to work through the tools and systems they already use,” said Greg Brockman, president and co-founder&nbsp;of&nbsp;OpenAI.&nbsp;“Our expanded partnership with Oracle helps bring that opportunity to more companies, putting frontier AI into everyday operations so teams can build software faster, strengthen security and take on more complex knowledge work.”&nbsp;<h2 class="st-heading-2">Accelerating Inference With Cerebras Systems</h2>Expanding its hardware choices for high-speed computation, Oracle teamed up with Cerebras Systems to integrate its unique wafer-scale processors into OCI data centers. Built on massive single silicon wafers rather than traditional multi-chip modules, Cerebras hardware drastically reduces data movement friction to deliver high-speed token generation.Scheduled for availability in 2027, the partnership gives developers access to deterministic, ultra-fast inference capabilities essential for modern generative AI applications and multi-step automated agents where response latency is critical.“People want AI that can do valuable work quickly,” said Andrew Feldman, co-founder and CEO of Cerebras.&nbsp;“Every step an agent makes requires inference, whether it’s reasoning, checking its work, or taking action. The faster the inference, the more work AI can do without making users wait.&nbsp;<h2 class="st-heading-2"><a class="mention" data-mention="$ORCL" data-symbol-id="ORCL" href="https://stocktwits.com/symbol/ORCL" target="_blank">ORCL Stock</a>: Retail View&nbsp;</h2>Retail sentiment on Stocktwits was ‘bearish’ with ‘normal’ message volumes.&nbsp;A user hoped for the stock price to jump following the multiple announcements.&nbsp;<stembedurl>https://stocktwits.com/MunesFF/message/667470587</stembedurl>ORCL stock has lost about 32% year-to-date.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

2025/03/11: Entrance to Oracle's office. Oracle Corporation is a leading American multinational technology company. 

Oracle Corp. (ORCL) share price gained about 4% on Tuesday after announcing a host of agreements around its Oracle Cloud Infrastructure with Google, OpenAI and Cerebras.

Cerebras Systems Inc

Alphabet Inc - Ordinary Shares - Class C

Alphabet Inc Class A

OpenAI

Oracle Corp.

Double beat (rev + EPS)

Revenue beat, EPS miss

EPS beat, revenue miss

Double miss

Cerebras Systems ($CBRS) reports Q2 earnings today, with Wall Street expecting a narrower loss of $0.18 per share on roughly $194 million in revenue, reflecting 88% year-over-year growth. Do you expect a double beat, a mixed result, or a double miss? Vote and explain your reasoning in the comments.

Cerebras Systems ($CBRS) reports Q2 earnings today. What do you expect?

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) reports Q2 earnings today. What do you expect?

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Aggressive short-selling campaigns and speculative bearish commentary have intensified following negative analyst research and share lock-up fears.

Traders are closely monitoring the upcoming November 9th lock-up expiration as analysts and investors brace for potential selling pressure.

Critics and defenders are locked in intense architectural debates regarding wafer-scale chip lifespan, thermal management, and hardware viability.

Investors are expressing frustration over executive stock sales and the resignation of key technical leadership shortly before earnings.

Some hopeful bulls are aggressively averaging down on the dip, viewing current lows as a major buying opportunity despite systemic pessimism.

Current Price	$97.82
Prev Close	$96.36
Open	$97.62
Dividend Yield	N/A
50-Day Moving Average	$165.07
Beta	4.30
Avg. Volume	10.92M
PE Ratio	-43.32

52-Week High	$386.34
52-Week Low	$95.03
Market Capitalization	$21.57B
EPS (Annual)	$0.4083
Price to Book	2.44
Revenue Per Employee	$720,326.27

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