SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

DaVitas warning that DefenCath reimbursement could fall sharply in 2027 has fueled concern about pricing and sales for CorMedixs flagship product, alongside a steep selloff. Traders disagree over whether the warning signals lasting pressure or is a preliminary, DaVita-specific estimate that overstates the risk; some view the decline as panic selling and point to CMS reimbursement figures as a counterpoint.

Okta, Inc. engages in the provision of an identity management platform for enterprises. The firm operates through the following geographical segments: United States and International. Its products include single sign-on, multi-factor authentication, access gateway, API access management, authentication, adaptive MFA and lifecycle management. The company was founded by Todd McKinnon and J. Frederic Kerrest in 2009 and is headquartered in San Francisco, CA.

Okta Inc - Ordinary Shares - Class A

Okta Inc

Oktas selection for S&P 500 inclusion is drawing attention, with traders anticipating demand from index-tracking funds while debating whether that buying is already priced in and could be followed by profit-taking. The discussion also weighs the inclusion-driven momentum against concerns about Oktas valuation and slower growth.

NEOS ETF Trust - NEOS Nasdaq 100 High Income ETF

NEOS Nasdaq 100 High Income ETF

A broader market and Nasdaq-led tech selloff has pressured QQQI, prompting many holders to add on the dip while others raise cash or worry about further downside. The debate is set against the ETFs appeal as a high-income, monthly-distribution fund and concerns that covered-call exposure can limit upside or leave the fund vulnerable in a downturn.

Cameco Corp. engages in the provision of uranium. It operates through the following segments: Uranium and Fuel Services. The Uranium segment is involved in the exploration for, mining, milling, purchase, and sale of uranium concentrate. The Fuel Services segment deals with the refining, conversion, and fabrication of uranium concentrate and the purchase and sale of conversion services. The company was founded in 1988 and is headquartered in Saskatoon, Canada.

Cameco Corp.

Camecos Q3 report, including lower results and narrowed 2026 production guidance amid Cigar Lake production concerns, is driving the selloff. Traders are split between viewing the update and uranium-sector weakness as reasons for further downside and treating the pullback as an opportunity, citing long-term nuclear demand and firm uranium prices.

Agenus, Inc. is a clinical-stage company, which engages in the development and commercialization of technologies to treat cancers and infectious diseases. Its product pipeline includes Balstilimab, Zalifrelimab, AGEN1181, AGEN1327, AGEN2373, AGENt-797 and AGEN1777. The company was founded by Garo H. Armen and Pramod K. Srivastava on March 31, 1994 and is headquartered in Lexington, MA.

Agenus Inc

Agenus is drawing attention for encouraging early BOT+BAL immunotherapy data, including high pathologic response rates in a small Phase 2 colon cancer cohort and reported activity in sarcoma. The community is divided: bulls see potential for the treatment and its broader platform, while skeptics point to small, nonrandomized studies, the need for Phase 3 validation, and dilution and execution concerns.

Mattel, Inc. engages in the ownership of children's and family entertainment franchises. It operates through the following segments: North America, International, and American Girl. The North America and International segments focus on marketing and selling toys and consumer products. The American Girl segment includes marketing, retailing, and publishing dedicated to its mission to help girls grow up with confidence and character. The company was founded by Elliot Handler, Ruth Handler, and Harold Matson in 1945 and is headquartered in El Segundo, CA.

Mattel, Inc.

Reported takeover interest from Authentic Brands Group, alongside activist pressure for Mattel to consider a sale, is driving the discussion; no formal deal is confirmed. Traders are weighing potential acquisition upside against the risk that the takeover buzz fades without a firm bid.

United States Natural Gas Fund LP. - United States Natural Gas Fund

United States Natural Gas Fund, LP

Mild-weather forecasts and ample storage are weighing on natural gas prices by tempering expectations for heating demand. Traders are split between bearish views citing a potentially warm winter and surplus inventories, and dip-buyers betting on colder forecasts or a winter-driven rebound.

FuelCell Energy, Inc. is an American clean energy technology company that delivers continuous, scalable baseload power for mission-critical applications globally. It engages in the development, design, production, construction, operation, and servicing of high-temperature fuel cells for clean electric power generation. The company’s fuel cell systems generate electricity directly at the point of use, enabling reliable, low-emission power for data centers, industrial facilities, utilities, and distributed generation customers. FuelCell Energy delivers commercially proven, modular, utility-scale systems backed by global fuel cell deployments approaching one gigawatt. The company was founded by Bernard Baker and Martin G. Klein in 1969 and is headquartered in Danbury, CT.

Fuelcell Energy Inc

FCEL is under pressure after traders criticized CEO Jason Fews Bloomberg appearance and flagged his expectation of a delay in signing the Texas definitive contract, alongside uncertainty about the promised 100 MW production ramp. Some investors remain focused on potential data-center demand and the Newport project, while others say execution delays and weak shareholder communication are undermining confidence.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

A newly disclosed convertible-note financing and proposed increase in authorized shares have fueled concerns about heavy dilution, triggering sharp selling and criticism of managements communication. Some traders see the funding as necessary to advance data-center projects, while others worry that ongoing cash needs could bring further dilution.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co

Disneys better-than-expected quarterly results, supported by parks strength and improving streaming profitability, have renewed bullish interest and fueled breakout chatter. Traders remain divided, with optimists pointing to stronger execution and skeptics citing years of range-bound performance and nearby resistance.

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SNDK Tumbles Amid Tech Selloff Despite Upbeat Q1 Report; Retail Turns Bullish

The decline appears tied to a broader tech and chip selloff after Amazons higher-than-expected AI spending and Intels weak outlook, with memory stocks also facing profit-taking after a sharp rally. Concerns about the sustainability of memory-sector earnings added pressure.

ETFs in Focus as SK Hynix Reports Q3 Earnings

SK Hynix's Q3 earnings results, surging AI-memory demand and HBM4 expansion put DRAM, EWY and FLKR ETFs in focus.

SNDK Stock Set To Revisit August Levels Despite Earnings Beat — Analysts Flag Valuation Concerns, Slowing Earnings Upside

Equity

SanDisk reported stronger-than-expected earnings, upbeat guidance and an eight-for-one stock split announcement, as analysts highlighted concerns about earnings sustainability and valuation.

SNDK Dips Premarket Despite Strong Q1: Analyst Sees Memory Pricing Peak On The Horizon

Morningstar expects prices to cool down after memory producers’ new factories come online.


Dow, S&P 500, Nasdaq Futures Fall As Weak Tech Earnings Trigger Selloff: INTC, IOVA, SLS, AMZN Stocks In Focus

Markets are headed for a mixed close in October, with the Nasdaq likely to end lower, while the Dow and S&P 500 are headed to close in the green.

SNDK Tumbles Amid Tech Selloff Despite Upbeat Q1 Report; Retail Turns Bullish 

Mixed reports from Intel and Amazon sent AI Infrastructure stocks into a tailspin Thursday.


Seagate Draws Downgrade, Price Target Cuts Despite Strong Quarter — Why Wall Street Is Turning Cautious On STX Stock

Analysts remain divided over whether Seagate's pricing power and HAMR technology advantages can offset slower storage shipments and potential industry supply increases.

SKHY Stock: Analyst Sees 175% Upside Potential For SK Hynix, Company's Q3 Beat Uplifts MU, SNDK, WDC

SK Hynix expects memory demand to outpace supply through 2030, citing AI adoption, the difficulty of advanced chipmaking and long lead times for new capacity.

Why Is SKHY Stock Surging Over 6% In Overnight Trading?

SK Hynix posted a stronger-than-expected seven-fold surge in operating profit and unveiled a shareholder return program for 2026 worth $75 billion.


Samsung Appears to Be a Good Bet Ahead of Q3: ETFs in Focus 

Samsung forecasts a surge in Q3 profits, highlighting the AI-driven memory-chip boom, putting memory, South Korean equity and semiconductor ETFs in focus.

Black Monday Calls, $110 Oil, A Chip Rout: 3 Charts to Watch This Week

U.S. stock futures rose early Monday despite social media fears of a repeat of the 1987 Black Monday crash, while the Nasdaq had just recorded its worst week since June.


Roundhill ETF Trust - Roundhill Memory ETF

Neutral Sentiment

<ul class="summary-bullets"><li>SanDisk’s first-quarter revenue rose 23% sequentially to $11.03 billion, while adjusted earnings per share of $49.51 beat estimates of $46.67.</li><li>The company announced an eight-for-one forward stock split, effective Nov. 19, with split-adjusted trading expected to begin Nov. 20.</li><li>Wells Fargo flagged slowing earnings upside, while Goldman Sachs and BofA remained positive on artificial intelligence-driven storage demand.</li></ul><p>SanDisk (SNDK) shares plunged&nbsp;nearly 10% in Friday's premarket, putting the stock on track to revisit levels last seen in early August, despite the memory-chip maker reporting stronger-than-expected fiscal first-quarter earnings and issuing an upbeat outlook.</p><p>The decline came amid a broader selloff in technology and memory stocks, as investors assessed rising artificial intelligence (AI) spending and the sustainability of earnings growth.</p><p>As of this writing, <a href="https://stocktwits.com/symbol/SNDK">SNDK stock</a> was down&nbsp;9.62% and was among the top-trending tickers on Stocktwits.</p><h2 class="st-heading-2">SanDisk Beats Estimates, Announces 8-For-1 Split</h2><p>SanDisk's fiscal first-quarter (Q1) revenue soared 380% year-over-year to $11.03 billion, beating market expectations of $10.72 billion, according to FactSet data. Adjusted profit also came in higher than expected at $49.51 per share, up from $46.67 per share in the year-ago quarter.</p><p>The company’s data center revenue surged to $4.80 billion, accounting for nearly 44% of total revenue. Adjusted gross margin reached 85.1%, while adjusted free cash flow totaled $5.70 billion.</p><p>For the fiscal second quarter, the company forecast revenue of $12.2 billion to $12.6 billion and adjusted earnings of $55 to $57 a share. Analysts had expected revenue guidance of $12.31 billion and EPS of $53.60.</p><p>The company also returned $5 billion to shareholders by repurchasing approximately 3.2 million shares during the quarter. Over the past two fiscal quarters, SanDisk repurchased 6 million shares, representing approximately 4% of shares outstanding.</p><p>The company also announced an eight-for-one forward stock split, effective November 19, with split-adjusted trading expected to begin November 20.</p><h2 class="st-heading-2">Analysts Remain Positive On AI Storage Demand</h2><p>According to an Investing.com&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.investing.com/news/analyst-ratings/goldman-sachs-lowers-sandisk-stock-price-target-on-valuation-93CH-4986737">report</a>, Goldman Sachs noted improving traction in SanDisk's data-center business, including multiple enterprise solid-state drive wins at hyperscaler customers.</p><p>The brokerage expects limited additions to NAND flash memory supply in the near term and continued improvements in SanDisk's product portfolio and mix.</p><p>BofA Securities also highlighted the growing importance of NAND storage for AI inference, while noting strong data-center demand. Both brokerages maintained their ‘Buy’ ratings despite lowering price targets.</p><h2 class="st-heading-2">Analysts Flag Valuation, Earnings Risks</h2><p>According to TheFly, Wells Fargo expects SanDisk shares to digest a slowing pace of earnings upside despite another quarterly beat and guidance increase.&nbsp;</p><p>The brokerage expects future share performance to depend on greater confidence in earnings stability across the memory cycle. BofA also lowered its valuation multiple to reflect concerns about late-cycle valuations, according to Investing.com.</p><div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col><col><col></colgroup><tbody><tr><td><strong>Brokerage</strong></td><td><strong>Rating</strong></td><td><strong>New Target</strong></td><td><strong>Previous Target</strong></td><td><strong>Change From Last Close</strong></td></tr><tr><td>Goldman Sachs</td><td>Buy</td><td>$2,000</td><td>$2,200</td><td>+50.4%</td></tr><tr><td>BofA Securities</td><td>Buy</td><td>$2,000</td><td>$2,500</td><td>+50.4%</td></tr><tr><td>Mizuho</td><td>Outperform</td><td>$1,900</td><td>$2,050</td><td>+42.9%</td></tr><tr><td>Wells Fargo</td><td>Equal Weight</td><td>$1,300</td><td>$1,550</td><td>-2.3%</td></tr></tbody></table></figure></div><h2 class="st-heading-2">Retail Investors’ Sentiment Around SNDK</h2><p>On Stocktwits, retail investors’ sentiment around SNDK stock flipped to ‘extremely bullish’ amid high user message volume.</p><figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_10_30_173632_f2141ef875.png" alt="Screenshot 2026-10-30 173632.png" width="798" height="427"><figcaption>SNDK stock retail sentiment on October 30, as of 06:30 a.m. ET | Source: Stocktwits</figcaption></figure><p>So far this year, SNDK shares have surged over 383%. By comparison, the Roundhill Memory ETF (<a href="https://stocktwits.com/symbol/DRAM">DRAM</a>), which holds the stock, has risen over 86% over the same period.</p><p><strong>See Also:&nbsp;</strong><a href="https://stocktwits.com/news-articles/markets/equity/nasdaq-100-on-track-for-first-monthly-loss-since-july-here-s-what-s-weighing-on-tech-stocks/cZUhrdSR9TL"><strong>Nasdaq-100 On Track For First Monthly Loss Since July — Here's What's Weighing On Tech Stocks</strong></a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com</i></p>

Close up detail of a SanDisk Professional Pro Blade SSD Station. (Photo by Future Publishing via Getty Images)

SanDisk (SNDK) shares plunged nearly 10% in Friday's premarket, putting the stock on track to revisit levels last seen in early August, despite the memory-chip maker reporting stronger-than-expected fiscal first-quarter earnings and issuing an upbeat outl

SNDK Stock On Track To Revisit August Levels Despite Earnings Beat

Sandisk Corp

$SNDK

$STX

$SKHY

Memory stocks have been one of the market's most volatile trades this year and are down sharply in recent weeks. Which are you most interested in buying or adding to on this pullback? Vote and explain your reasoning in the comments.

Which memory stock are you most tempted to buy on the pullback: $MU, $SNDK, $STX, or $SKHY? 
 
Drop a comment if you prefer $DRAM or another memory play.

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