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

A sharp broad-market selloff is being linked by traders to fears that Democratic control could constrain AI and data-center expansion, weighing on tech-heavy indexes. Others see an overdue valuation reset or forced selling, and debate whether the drop is a buying opportunity or a sign of further losses.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is drawing attention amid a sharp tech-led selloff, which traders largely link to fears that the midterm results could bring tighter AI and data-center rules; no policy change is confirmed. The community is split between calling the move an overreaction and buying the dip, and warning that it reflects a deeper unwind in AI valuations and could extend further.

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

Nvidia is caught in a broad chip and AI-stock selloff as traders fear tighter AI regulation and delayed data-center projects could slow infrastructure spending; concerns about the sustainability of AI investment are adding pressure. The community is split between investors treating the drop as a buying opportunity and bears arguing that the AI trade is a bubble.

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 expansion and chip demand, alongside a broader retreat from AI and semiconductor stocks. The community is divided between viewing the decline as an overreaction and buying opportunity supported by Microns fundamentals, and warning that the AI trade may be unwinding further.

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

Fears that Democratic control of Congress could bring tighter AI regulation and slow data-center construction are driving a broad selloff in SNDK and other memory and semiconductor stocks. Traders are split between viewing the decline as an overreaction to policy uncertainty and strong business fundamentals, and warning that AI spending or memory demand could weaken and the downturn deepen.

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

Direxion Daily Semiconductor Bull 3X Shares

A sharp semiconductor selloff has driven attention to SOXL, with traders linking the rout to fears of an AI-trade unwind and potential restrictions on AI and data-center development after Democrats election gains. The community is split between calling the decline an oversold panic and buying the dip, versus warning that losses could deepen in the 3x daily-leveraged ETF.

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

A broad tech-market selloff has driven SPCX lower, with traders also attributing pressure to election-related concerns about scrutiny of Musk, government ties and AI infrastructure plans. Bulls call the drop an overreaction and buying opportunity, while bears point to political exposure, valuation and potential insider share unlocks as risks.

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 caught in a broad semiconductor and AI-stock selloff, with traders focused on fears that the new Democratic congressional majority could bring tougher AI and data-center regulation and slow infrastructure spending. The community is split between treating the drop as panic and a buying opportunity, and warning that AI-capex doubts, high valuations, and concentrated customer demand could mean a deeper correction.

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. 

Fears that election-related policy and permitting headwinds could slow AI data-center expansion have driven a sharp selloff in Nebius and other neocloud stocks. Traders are divided between calling the decline an overreaction and warning that buildout delays and financing risks could keep pressure on the sector.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is caught in a selloff across AI and data-center stocks, as traders worry that Democratic gains could bring tighter permitting and cite a report linking IREN project delays to some of Microsofts lower AI spending; uncertainty ahead of earnings is adding pressure. Bears point to execution and regulatory risks, while some bulls argue the decline is a sector-wide overreaction.

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Esab (ESAB) Q3 Earnings Lag Estimates

Esab (ESAB) delivered earnings and revenue surprises of -2.26% and +0.78%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Friedman Surges More Than 127% in 6 Months: What's Driving the Stock?

FRD is benefiting from record sales volumes, stronger pricing and Century Metals gains, but steel price volatility and supplier concentration remain challenges.

NUE, STLD, CENX, CLF Stocks Slide — Trump Reportedly Set To Halve Import Tariffs On Canadian Steel And Aluminum

Equity

The U.S. and Canada are reportedly nearing a tentative trade deal that would lower tariffs on certain Canadian steel and aluminum exports from 50% to 25%.

Century Aluminum (CENX) Q2 2026 Earnings Call Transcript

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Century Aluminum Q2 Earnings Lag Estimates, Sales Rise Y/Y 

CENX posted a sharp Q2 profit increase as higher aluminum prices and shipments drove EBITDA to $326.9M, despite a sales miss. 

Trump To Announce $180 Million Grants For Mining Industry

Trump To Announce $180 Million Grants For Mining Industry

 Authored by Emel Akan via The Epoch Times,

WASHINGTON - President Donald Trump is set to host a major mining industry roundtable on Friday at the State Department, bringing together nearly 200 business leaders, educators, and...

CENX Q2 Earnings Call Focuses on Full Capacity and Oklahoma

Century Aluminum highlights full-capacity smelters, strong U.S. demand and Oklahoma progress as it targets a year-end investment decision.

Century Aluminum (CENX) Q2 Earnings and Revenues Miss Estimates

Century (CENX) delivered earnings and revenue surprises of -0.42% and -9.96%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

NN Inc. (NNBR) Q2 Earnings and Revenues Surpass Estimates

NN (NNBR) delivered earnings and revenue surprises of +175.00% and +10.98%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

See How Century Aluminum Ranks Among Analysts' Top Metals Picks

A study of analyst recommendations at the major brokerages shows that Century Aluminum Co. (Symbol: CENX) is the #40 broker analyst pick, on average, out of the 50 stocks making up the Metals Channel Global Mining Titans Index, according to Metals Channel. The Metals Channel Gl...

Century Aluminum Co. is a producer of aluminum and operates aluminum reduction facilities, or smelters, in the United States and Iceland. Its products include standard ingots, T-ingot, extrusion billet, horizontal direct chill ingot, molten, slab, and sow. The company was founded in 1995 and is headquartered in Chicago, IL.

Century Aluminum Co.

Bearish Sentiment

<ul class="summary-bullets"><li>Nucor, Steel Dynamics and Cleveland-Cliffs fell sharply, ending Wednesday down nearly 6%, almost 8% and 6%, respectively, while Century Aluminum dropped 4.5%.</li><li>A tentative U.S.-Canada trade deal could reportedly cut tariffs on certain Canadian steel and aluminum exports to 25% from 50%.</li><li>Trump has paused planned 50% tariffs on Canadian goods for three days as the two countries continue negotiations ahead of a Friday deadline.</li></ul>Shares of U.S. steel and aluminum companies slid on Wednesday after a report stated that the U.S. could halve tariffs on Canadian steel and aluminum.Nucor (NUE) ended Wednesday’s session nearly 6% lower, while Steel Dynamics (STLD) closed almost 8% down. Similarly, Century Aluminum (CENX) ended 4.5% down, while Cleveland-Cliffs (CLF) finished the session 6% lower.<h2 class="st-heading-2">US And Canada Discuss Lower Metal Tariffs</h2>The tentative trade deal between the U.S. and Canada would lower tariffs on certain Canadian steel and aluminum exports to 25%, Bloomberg reported, citing people familiar with the matter. The details are yet to be finalized and not expected to apply across the board.Talks between U.S. and Canadian trade advisers continued on Wednesday, less than 24 hours after U.S. President Donald Trump paused planned 50% levies on billions of dollars of Canadian goods to allow more time to negotiate. The planned changes to the metals tariffs could help unlock a lasting deal to avert the broader duties before a Friday deadline, according to the Bloomberg report.Trump has, in the past, demanded changes to trade agreements or spiked them entirely at the last minute.The move under discussion would generally halve U.S. tariffs on imports of the two metals, which currently face a 50% rate. The countries are also discussing exclusions and other measures that would change the scope of the levies, some of the people said.The full terms of the broader deal under discussion remained unclear as of Wednesday afternoon.<h2 class="st-heading-2">Trump Signals Concessions In Canada Trade Talks</h2>Trump announced late on Tuesday that he would pause implementation of the tariffs on Canadian goods for three days after the two sides signaled progress toward an agreement on tariffs. The two close allies, which did around $900-billion in trade in goods and services last year, have seen their relationship come under deep strain as Trump has ratcheted up trade pressure on Canada during his second term.Last year, Trump imposed tariffs on imported steel and aluminum under Section 232 of the Trade Expansion Act, erecting a tariff wall around the U.S. economy. The duties irked many close U.S. trading partners, and several negotiated deals with the administration capped sectoral tariffs in exchange for trade concessions.<h2 class="st-heading-2">NUE, STLD, CENX, CLF Stocks: Stocktwits Retail Sentiment</h2>On Stocktwits, retail sentiment was ‘bearish’ for NUE, STLD and CLF, while it was ‘bullish’ for CENX. Message volume was ‘normal’ for NUE, ‘high’ for STLD, ‘low’ for CENX and ‘extremely low’ for CLF.While&nbsp;<a href="https://stocktwits.com/symbol/NUE">NUE stock</a> has gained nearly 50% year-to-date,&nbsp;<a href="https://stocktwits.com/symbol/STLD">STLD shares</a> have risen around 34% in the same period. Similarly,&nbsp;<a href="https://stocktwits.com/symbol/CENX">CENX stock</a> has gained around 11%, while&nbsp;<a href="https://stocktwits.com/symbol/CLF">CLF shares</a> have lost nearly 18% year-to-date.Also Read:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/hona-stock-jumps-9-percent-honeywell-aerospace-selloff-went-too-far-morgan-stanley-says/cZYd81XRJlX">HONA Stock Jumps 9% — Honeywell Aerospace Selloff Went Too Far, Morgan Stanley Says</a>&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Nucor.

Shares of U.S. steel and aluminum companies slid on Wednesday after a report stated that the U.S. could halve tariffs on Canadian steel and aluminum.

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