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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

Nvidia is caught in a broad semiconductor and AI-stock selloff as traders worry that post-election opposition and possible data-center restrictions could slow AI infrastructure spending, with concerns about crowded valuations and forced liquidations adding pressure. The community is split between viewing the decline as an overreaction and buying the dip, and seeing it as the start of a deeper AI-trade unwind.

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

A steep broad-market selloff has sparked debate over fears that Democratic gains could bring tighter AI oversight and slow data-center investment, alongside concerns about stretched valuations and forced selling. Traders disagree on whether the drop marks a deeper correction or an overreaction, with some looking for a rebound and others expecting more downside.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is drawing attention after a steep tech-led selloff, with traders linking the pressure to fears that a Democratic-controlled Congress could constrain AI and data-center expansion. Some view the move as an overreaction and buying opportunity, while others point to AI valuation concerns and possible forced selling as reasons for caution; the policy impact remains uncertain.

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

A broad semiconductor and AI-stock selloff, fueled by fears that Democratic control of Congress and calls to regulate or pause advanced AI could slow data-center investment, is driving attention to Micron. Traders are split between seeing an overreaction and buying the dip on continued memory demand, and warning that uncertainty around AI spending could mean further downside.

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

A sharp semiconductor and AI-linked selloff, tied by traders to fears that Democratic control could bring tighter AI and data-center rules and slow infrastructure spending, is driving attention to SNDK. Bulls call the decline an overreaction and point to memory demand, while bears see an AI-trade unwind and further downside; some traders also blame broad deleveraging.

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 as traders fear a Democratic-controlled Congress could increase scrutiny of data centers and slow the AI buildout. The community is split between expecting further losses and viewing the drop as an overreaction, pointing to AMDs strong results and continued AI demand as reasons for optimism.

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

Direxion Daily Semiconductor Bull 3X Shares

SOXL is plunging alongside a sharp semiconductor and broader tech selloff, as traders debate fears of a slowdown in AI and data-center investmentsome linked to election-related policy concernsagainst the possibility of forced selling and leveraged-position unwinds. The steep decline has prompted panic and bearish calls, while other traders see an overreaction and are buying for a potential rebound; SOXLs 3x daily leverage amplifies the volatility.

ProShares Trust - ProShares UltraPro QQQ 3x Shares

ProShares UltraPro QQQ

A sharp Nasdaq and technology-stock selloff, amid concerns about AI spending and semiconductor weakness, has weighed on TQQQ, whose daily leverage amplifies index moves. Traders are divided between buying the oversold dip for a rebound and expecting further downside, with some pointing to heavier put activity as a sign of caution.

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

Teslas sharp selloff is widely tied to traders concerns that the midterm election results could bring greater political scrutiny of Elon Musk and regulatory hurdles for a potential TeslaSpaceX merger, alongside a broader tech-market decline. The discussion is heavily bearish, though some traders view the drop as an oversold dip-buying opportunity; the merger and regulatory risks remain concerns rather than confirmed outcomes.

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 under pressure amid reports of delays at its Texas data-center site tied to Microsoft, alongside a broad selloff in AI-infrastructure stocks and concerns about political and regulatory risks. Traders are divided between viewing the steep decline as a buying opportunity and fearing that execution issues or weak earnings guidance could deepen the selloff.

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Fluor Corp. is a holding company, which engages in the provision of engineering, procurement and construction (EPC), fabrication and modularization, and project management services. It operates through the following segments: Energy Solutions, Urban Solutions, Mission Solutions, and Other. The Energy Solutions segment focuses on energy transition markets, asset decarbonization, carbon capture, renewable fuels, waste-to-energy, green chemicals, hydrogen, nuclear power, and other low-carbon energy sources. The Urban Solutions segment involves the provision of EPC, project management, and professional staffing services. The Mission Solutions segment includes the technical products to federal agencies and services to commercial nuclear clients. The Other segment consists of operations on AMECO, Stork and NuScale. The company was founded by John Simon Flour, Sr. in 1912 and is headquartered in Irving, TX.

Fluor Corporation

Centrus Taps Fluor For Major Ohio Uranium Expansion Amid Nuclear Fuel Push

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<ul class="summary-bullets"><li>Fluor will oversee plant design, sourcing of materials, on-site construction, and final commissioning of the upgraded facilities.</li><li>Centrus plans to produce 12 metric tons per year of high-assay, low-enriched uranium (HALEU) to supply next-generation nuclear reactors.&nbsp;</li><li>For 2026, the company plans a capital expenditure in the range of $350 million to $500 million.</li></ul>Centrus Energy Corp. (LEU) on Wednesday named Fluor Corp. (FLR) as the engineering and construction lead for the expansion of its uranium enrichment operations in Ohio.The move marks an important step in Centrus’ effort to scale domestic nuclear fuel production amid rising demand.<h2 class="st-heading-2">Strategic Partnership</h2>Centrus said its subsidiary, American Centrifuge Operating LLC, signed a long-term agreement with Fluor to handle engineering, procurement, and construction work tied to the capacity buildout in Piketon, Ohio.&nbsp;Fluor will oversee plant design, sourcing of materials, on-site construction, and final commissioning of the upgraded facilities.Following the announcement,&nbsp;<a href="https://stocktwits.com/symbol/LEU">Centrus Energy stock</a> traded over 7% lower in Wednesday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory while message volume shifted to ‘extremely high’ from ‘normal’ levels in 24 hours.&nbsp;<h2 class="st-heading-2">Expanding Enrichment Capacity</h2>The Ohio project aims to significantly increase the output of low-enriched uranium, or LEU, as Centrus works through a commercial backlog valued at approximately $2.3 billion. The company also plans to produce 12 metric tons per year of high-assay, low-enriched uranium (HALEU) to supply next-generation nuclear reactors.&nbsp;Momentum behind the expansion picked up late last year. In December 2025, Centrus began manufacturing centrifuges to support higher production levels. In early January 2026, the Department of Energy awarded the company a $900 million task order focused on HALEU.In 2026, the company plans a capital expenditure in the range of $350 million to $500 million and expects revenue between $425 million and $475 million.&nbsp;LEU stock has gained over 9% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mat-shares-sink-after-earnings-miss-spurs-dual-wall-street-downgrades/cZb6XLkR4qp">MAT Shares Sink After Earnings Miss Spurs Dual Wall Street Downgrades</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Centrus Energy Corp.

Centrus said its subsidiary, American Centrifuge Operating LLC, signed a long-term agreement with Fluor to handle engineering, procurement, and construction work tied to the capacity buildout in Piketon, Ohio. 

Centrus Energy Corp

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