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A sharp semiconductor selloff has intensified fears that the AI trade is unwinding, with traders pointing to valuation and chip-sector weakness alongside concerns that election results could bring stricter AI or data-center policies. The community is divided between calling it panic selling and a buying opportunity versus warning that the leveraged ETF could fall further; some also argue the decline began before the election and reflects broader sector pressures.

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

Concerns that the Democratic sweep could bring tighter AI and data-center rules and slow future buildouts are weighing on SNDK alongside memory and chip peers. Traders are split between calling the selloff an overreaction given strong results and expected AI demand, and warning that the rally may have outrun fundamentals as memory pricing and the sectors cyclicality come into focus.

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 under pressure as traders worry that calls for tighter AI regulation and potential data-center permitting delays could slow infrastructure spending, alongside concerns about circular financing and the sustainability of AI demand. The community is split between viewing these risks as signs of an AI-trade unwind and treating the selloff as an overreaction, with some buying the dip ahead of earnings.

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 strong quarterly results and upbeat outlook have been overshadowed by a sharp selloff alongside chip and AI stocks. Traders debate whether election-related fears about AI regulation and data-center expansion, stretched valuations, or broader sector pressure are driving the decline, while dip buyers argue the companys fundamentals remain intact.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovins record quarterly results, stronger-than-expected outlook, and expanded buyback are driving a sharp rally, with traders focused on growth from its AI-powered advertising models. Many are celebrating the turnaround and strong cash generation, while others warn the surge may fade and question whether the model-driven growth can be sustained.

Iovance Biotherapeutics, Inc. engages in the development and commercialization of cell therapies using autologous tumor-infiltrating lymphocytes (TIL) for the treatment of cancer. Its products include Amtagvi (lifileucel), and Proleukin (aldesleukin). The firm also develops investigational TIL therapies for other solid tumor cancers. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Record quarterly results, expanding margins, and continued sales growth are driving discussion, though the stocks muted reaction frustrates bullish holders. Debate centers on whether improving commercial execution outweighs lingering concerns about lung-cancer data durability, the planned filing timeline, and managements communication.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

A stronger-than-expected third-quarter report is driving attention, with traders welcoming portfolio growth led by Alani Nu and a positive initial share reaction. Debate centers on whether that growth can offset declining revenue in the core CELSIUS brand and compressed gross margins.

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 selloff is being tied to a broader chip and AI-stock pullback as traders worry that calls for AI regulation could slow data-center expansion and chip demand; some also cite reports of a Taiwan plant work stoppage. Bulls argue memory demand remains strong and the decline is overdone, while bears see risks to AI spending and a downturn in the cyclical memory market.

Xeris Biopharma Holdings, Inc. is a biopharmaceutical company, which engages in developing and commercializing products across a range of therapies. Its products include Gvoke, Keveyis, and Recorlev. Gvoke is a ready-to-use liquid glucagon for the treatment of severe hypoglycemia. Keveyis is the therapy approved in the United States to treat hyperkalemic, hypokalemic, and related variants of primary periodic paralysis (PPP). Recorlev is a cortisol synthesis inhibitor approved for the treatment of endogenous hypercortisolemia in adult patients with Cushing’s syndrome. The company was founded by Steven Prestrelski in 2005 and is headquartered in Chicago, IL.

Xeris Biopharma Holdings Inc

Strong quarterly results and raised revenue guidance, alongside managements view that Recorlev could reach blockbuster-level sales sooner than previously expected, are driving the rally. Traders are celebrating the growth outlook, while buyout and short-squeeze speculation remains unconfirmed.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomms quarterly results and outlook are driving attention: despite a modest earnings beat, sharp handset weakness and a slightly cautious profit outlook overshadowed growth in automotive and data-center businesses, sending shares lower. Traders debate whether diversification can offset the still-dominant smartphone business, while a broader semiconductor selloff adds pressure.

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ETFs to Play as Oil Surges Past $110 on Middle East Conflict 

Oil above $110 amid Middle East conflict is rattling markets. Here are ETF strategies -- from dividends and defensives to commodities -- that could help navigate the volatility.

This Rare Earth Stock, Which More Than Doubled In January, Has Once Again Become The Talk Of The Town – What’s The Greenland Angle?

Equity

The company announced a partnership with K999 and CiTech to deploy a fully autonomous Nexus 20 communications tower and an integrated drone system at its Tanbreez rare-earth elements project in Greenland.

Critical Metals, Greenland’s Tanbreez Are Drawing Significant Investor Attention Today –  Why This Multi-Purpose, Pilot-Plant Facility Matters?

The pilot plant will support the company’s Tanbreez rare-earth and critical metals initiative by providing infrastructure for its Arctic mining operations.


Peter Navarro Rules Out Steel, Aluminum Tariff Exemptions For EU And Other Allies

Navarro also praised the administration’s 15% tariff on cars, describing it as a cornerstone of Trump’s trade strategy with Europe. 

Base Metals in Q1 2025- Where are they Heading in Q2?

Base metals prices moved mostly higher in Q1, with COMEX copper leading the way on the upside. The COMEX futures outperformed the LME forwards because of the uncertainty of U.S. tariffs on the metals markets.

Base Metals in Q4 and 2024- Where are they Heading in 2025?

The nonferrous metals sector of the commodities market moved lower in Q4 and only registered a slight gain in 2024. While all base metals fell in the final three months of 2024, copper, aluminum, zinc, and tin prices increased for the year ending on December 31, 2024.

Invesco DB Base Metals Fund - Common units of beneficial interest

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<ul class="summary-bullets"><li>Critical Metals Corp’s fully autonomous system is expected to be deployed by May 2026.</li><li>The system includes an autonomous drone that will be remotely operated from Perth, Australia.</li><li>Critical Metals will receive a fully integrated medical, emergency, and accommodation site package to support field teams.</li></ul>Critical Metals Corp. (CRML) stock drew significant investor attention on Tuesday after the company announced the deployment of a fully autonomous Nexus 20 communications tower and an integrated drone system at its Tanbreez rare-earth elements (REE) project in Greenland.Developed by K999 iEngineering and Fabrication in partnership with the Canadian firm CiTech, the system, built to operate in harsh Arctic conditions, is set to be deployed in May.The system includes an autonomous drone that will be remotely operated from Perth, Australia, enabling real-time imaging, geological reconnaissance, and close-range inspections across the project area.The Nexus 20 platform will provide continuous site communications, emergency response coverage, and 360-degree optical surveillance across the Tanbreez tenement. In addition, Critical Metals will receive a fully integrated medical, emergency, and accommodation site package to support field teams.“The ability to monitor and assess site conditions in real time provides a major operational advantage. We also intend to use the drone system to deliver video fly-overs for shareholders, enabling them to engage more closely with the project,” said Tony Sage, Chief Executive Officer of Critical Metals Corp.<h2 class="st-heading-2">Why Tanbreez Is Important</h2>The Tanbreez mine in Greenland hosts one of the world’s largest known rare-earth deposits with direct access to the North Atlantic shipping lanes. In a recent drilling, Critical Materials confirmed consistent rare-earth grades and the presence of key metals, including gallium, hafnium, cerium, and yttrium.The presence of rare-earth elements has been one of the factors behind U.S. President Donald Trump’s plans to acquire Greenland. An acquisition would give the U.S. strategic access to critical minerals and increase pressure on China, the current leader in rare earths.Trump has since then softened his stance on Greenland, saying he would not pursue a takeover by force or impose tariffs on countries that opposed him.<h2 class="st-heading-2">Stock Watch</h2><a href="https://stocktwits.com/symbol/CRML">CRML shares</a> have been on a strong rally, gaining over 140% so far in 2026. However, the stock is trading 1.5% lower at the time of writing, following a 11% decline in the previous session. The U.S. government acquired a 10% stake in Texas-based USA Rare Earth (USAR) through a $1.6 billion deal, easing speculation that Critical Metals would secure similar federal support.However, despite the sharp intraday decline, retail sentiment for CRML on Stocktwits has remained in the ‘extremely bullish’ territory over the past 24 hours.<figure class="image"><img src="https://news.stocktwits-cdn.com/CRML_jpg_675395a41a.webp" alt="CRML.jpg" width="910" height="112"><figcaption>CRML's Sentiment Meter and Message Volumes on Jan. 27, 2026 | Source: Stocktwits</figcaption></figure>One bullish user noted a key trend for the stock.<stembedurl>https://stocktwits.com/Tuckervanh/message/643018907</stembedurl>Another user expects the stock to climb back past $20 by the end of the week. It is currently trading around $17.<stembedurl>https://stocktwits.com/Trollbuster2/message/643015729</stembedurl>Read also: <a href="https://stocktwits.com/news-articles/markets/equity/why-did-ntla-stock-jump-13-today/cmyObKaR4Ll">NTLA Stock Jumped 13% Today – What Is The Latest FDA Action All About?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 Rare-earth mine in Baiyun'ebo or Bayan Obo. Baiyun'ebo or Bayan Obo is a mining town in Inner Mongolia in China.

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