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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

AI and semiconductor shares are under pressure amid concerns that soaring data-center spending, debt-funded investment, and uncertain returns could undermine the AI boom; traders also cite Oracles financing plans and tighter funding prospects for AI firms. The community is split between fears of an AI-bubble unwind and arguments that Nvidias demand and fundamentals remain strong, with attention on the stocks weakness around the $200 level.

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 all-stock agreement to acquire Lumentum has sparked a sharp selloff, with traders focused on shareholder dilution, the deals scale, and the long path to closing. Others see strategic value in combining Marvells chips and networking with Lumentums optical technology for AI data centers, but debate whether those benefits justify the risks.

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SPY is under pressure as traders focus on a broad tech and AI-stock selloff, with concerns about AI spending and valuations compounded by uncertainty around the Iran conflict and midterm elections. The discussion is split between bearish calls for further declines and hopes for an oversold bounce or relief rally if geopolitical and election risks ease.

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 quarterly earnings beat estimates, but traders focused on softer forward gross-margin guidance tied to rising memory costs; weaker iPad, wearables and China results added to concerns. Bulls point to strong iPhone demand and record revenue, while bears argue the margin outlook and valuation outweigh the beat.

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 upcoming earnings and guidance are in focus after Intels weak outlook helped fuel a semiconductor selloff, with traders watching whether AMDs AI and data-center demand can show that Intels warning is company-specific. The community is split between dip-buyers expecting strong results and traders concerned that sector weakness, valuation, or cautious guidance could outweigh an earnings beat.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

A strong quarterly earnings report, record bookings, and a raised fiscal-year outlook have put AEHRs AI-chip testing demand in focus. Traders are weighing the strong fundamentals and after-hours rebound against concerns about the stocks high valuation, volatility, and weakness in the broader market.

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 quarterly results beat expectations and its raised outlook reflected strong AI-driven commercial growth, but the shares fell as traders debated whether that performance was already priced in. Bears point to the stocks high valuation and slower contract-value growth, while bulls emphasize accelerating revenue and enterprise adoption.

lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.

Lululemon Athletica inc.

Lululemon Athletica Inc

Michael Burrys tax-loss sale and possible return after the wash-sale period are a major focus, with traders debating whether his exit signals further weakness or could mark capitulation. The discussion also reflects concerns about slowing demand, margin pressure and competition, while bulls argue the steep selloff has made LULU undervalued and oversold.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

MARAs steep slide to fresh lows is driving attention, with traders blaming weak performance despite Bitcoins resilience and questioning managements AI/HPC pivot amid the lack of signed tenant deals. Bears fear further downside and criticize execution, while bulls call the stock oversold and look to earnings or potential lease announcements for a turnaround.

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XLP is drawing attention as investors rotate toward defensive consumer staples amid weakness in technology and broader risk-off concerns, with traders also highlighting its rebound from support and push to new highs. The rally has bullish momentum, but some caution that the trade is crowded and staples valuations look stretched.

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Spotify Stock Jumps on Upbeat Q3 as AI Takes Center Stage

Spotify stock jumped 11% after Q3 results. Can AI growth and improving margins fuel further gains? Explore ETFs with SPOT exposure.

SPOT Stock Hits 10-Month High Despite Q3 Earnings Miss: Co-CEO Says Spotify ‘Is Now An Agent,’ Brushes Off AI Churn Fears

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Spotify added 6 million premium subscribers in the third quarter, bringing the total to 306 million and beating its guidance.


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<ul class="summary-bullets"><li>CFO Christian Luiga said AI investments have accelerated feature releases while headcount remained flat.</li><li>Advertising revenue grew 9% at constant currency, compared with 3% growth in each of the first two quarters.</li><li>For the Q4, Spotify forecast operating income of $918.4 million and 316 million premium subscribers.</li></ul>Spotify (SPOT) added 6 million paying subscribers to reach 306 million in the third quarter, and its co-CEO Gustav Söderström said during the earnings call that AI agents are not a threat to the company. According to him, Spotify is now an agent itself, and that other companies want to use the AI tools it built.“Spotify is now an agent that you can not only click on in our app, but talk to, ask questions of, and instruct,” he said. “We can do things today that no other media services can do.” Söderström added that tens of millions of people now speak to Spotify in English.&nbsp;<a href="https://stocktwits.com/symbol/SPOT">SPOT stock</a> rose as much over 10% in morning trade, on track to hit a 10-month high, and was among the top trending tickers on Stocktwits at the time of writing. If gains hold, this could also be the stock’s biggest single-day jump since May.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/SPOT_2026_10_22_09_46_35_558d7a1f11.png" alt="SPOT_2026-10-22_09-46-35.png" width="1794" height="974"><figcaption>SPOT stock price performance year-to-date on October 22 as of 9:45 a.m. ET. | Source: TradingView</figcaption></figure>The rally comes despite Spotify’s third quarter (Q3) results missing Wall Street’s expectations on revenue and earnings.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261022_095516018_16679cfa09.png" alt="koyfin_20261022_095516018.png" width="2400" height="1240"><figcaption>SPOT stock daily gains year-to-date on October 22 as of 9:45 a.m. ET. | Source: Koyfin</figcaption></figure><h2 class="st-heading-2">Spotify Sees Opportunity In AI Tools</h2>Söderström said Spotify’s AI capabilities could become a source of value beyond its own platform, with other companies expressing interest in using the technology.He called potential revenue from licensing or sharing the technology as “option value,” rather than providing a firm financial forecast. The Co-CEO added that Spotify has already invested in developing its AI tools, and making them available to other companies could help spread those costs across a larger pool of developers.“This is a way for us to amortize those costs more efficiently. I’m not going to give any more guidance on this right now,” Söderström said.<h2 class="st-heading-2">Spotify Expects Expense Growth To Moderate</h2>Chief Financial Officer Christian Luiga said Spotify’s AI investments are helping it release features faster without increasing headcount.<blockquote>“On AI, our investments have accelerated feature shipping, while keeping headcount flat.”– Christian Luiga, CFO, Spotify</blockquote>Söderström added that the benefits are becoming visible in the products users experience. “We are seeing significant acceleration in end-user products,” he said.The investments have nevertheless contributed to higher costs. Operating expenses rose 26% in the third quarter, driven mainly by marketing, cloud infrastructure and AI spending.Co-CEO Alex Norström said the increase was consistent with the company’s earlier outlook, which called for operating expense growth to peak in Q3 before moderating from the fourth quarter (Q4) onward.&nbsp;Luiga said the moderation is expected to continue into 2027.<h2 class="st-heading-2">Advertising Growth Picks Up, User Growth Slows</h2>Spotify’s advertising business showed signs of improvement. Ad revenue grew 9% at constant currency in Q3, up from 3% in each of the first two quarters. “Further, our automated channels continue to scale, and sponsorship products are growing, particularly in podcasts,” Luiga said.He said Spotify expects advertising to move toward double-digit growth in Q4, supported by automated biddable sales and podcasts. Automated biddable sales now account for 40%, according to Luiga.Overall, advertising contributes about 10% of Spotify’s revenue. Luiga said the company sees room for improvement in the business, noting that sustained growth of 10% or more would be preferable to the low-single-digit pace seen earlier in the year.User growth, meanwhile, is expected to slow from last year’s record pace. Spotify forecast 818 million monthly active users for Q4, an increase of 30 million. That would be below the 38 million users it added in the same quarter of last year, when it launched a new free tier.<h2 class="st-heading-2">Music Label Negotiations Loom</h2>Spotify is also approaching another round of negotiations with major music labels. An analyst noted that the company’s agreements with Universal Music Group and Warner Music Group reach their two-year mark in the first quarter of 2027.“This is a recurring two-year rhythm that we’ve more or less had forever. Now we’re coming up on another one,” said Luiga. “And we’re excited. We’re working with our partners. The relationship is just improving, and it’s improving primarily because our interests are aligned.”<h2 class="st-heading-2">Spotify Q3 Earnings Recap</h2>Spotify’s reported Q3 revenue of €4.69 million ($5.57 billion), marginally below the expected $5.6 billion as per Koyfin. Earnings per share (EPS) came in at $2.82, missing Wall Street forecast of $3.19.Premium subscribers rose 9% to 306 million, above guidance of 305 million. Operating income was $752.6 million, against guidance of $750.4 million. For the Q4, Spotify forecast operating income of $918.4 million and 316 million premium subscribers.<h2 class="st-heading-2">How Is Retail Feeling About SPOT Stock?</h2>On Stocktwits, retail sentiment around Spotify flipped to ‘bullish’ from ‘bearish’ territory over the past day. Chatter increased to ‘high’ from ‘normal’ levels. Platform data showed a 300% uptick in message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_10_22_094930_63eb8bea16.png" alt="Screenshot 2026-10-22 094930.png" width="1262" height="678"><figcaption>SPOT stock retail sentiment on October 22 as of 9:45 a.m. ET | Source: Stocktwits</figcaption></figure>One retail trader pointed to the improvement in advertising growth, noting that the 3% pace recorded in each of the first two quarters had raised concerns about the business.&nbsp;<stembedurl>https://stocktwits.com/Crafan/message/667097251</stembedurl>SPOT&nbsp;stock has traded flat this year and fallen around 15% in the last 12 months.&nbsp;(Conversion rate: €1 = $1.12)Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-jensen-huang-ai-chips-financeable-asset-neocloud-demand-is-off-the-charts/cZxw3N7RBwo">Nvidia’s Jensen Huang Wants AI Chips To Be A ‘Financeable Asset,’ Says Neocloud Demand Is ‘Off The Charts’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A Spotify corporate logo hangs on the front of its office at 4 World Trade Center as One World Trade Center is reflected in a window on September 7, 2026, in New York City. (Photo by Gary Hershorn/Getty Images)

Spotify (SPOT) added 6 million paying subscribers to reach 306 million in the third quarter, and its co-CEO Gustav Söderström said during the earnings call that AI agents are not a threat to the company. According to him, Spotify is now an agent itself, a

Spotify ‘Is Now An Agent’ Says Co-CEO Dismissing AI Threat: SPOT Stock Hits 10-Month High Despite Q3 Earnings Miss

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