SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is currently trending as investors debate its new initiative to monetize excess AI compute capacity by selling it as a cloud service. While bulls view this as a strategic move to turn heavy infrastructure spending into a lucrative revenue stream, bears are concerned it signals inefficient capacity management and heightened competition within the cloud sector.

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. 

Nebius Group is experiencing significant volatility as investors debate the impact of hyperscalers moving into cloud infrastructure, with bulls defending the stock as a key AI infrastructure leader and bears warning of potential oversupply risks. Despite the price swings, the community remains divided between those panic-selling and long-term believers who are aggressively buying the dip, citing strong institutional support and ongoing demand for specialized AI compute capacity.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is facing heightened selling pressure as market participants react to headlines regarding hyperscalers potentially selling excess compute capacity, sparking debates about long-term AI infrastructure demand versus supply gluts. The community remains deeply divided, with bulls highlighting CoreWeave's multi-year contracts and aggressive build-out plans as business validation, while bears point to persistent insider selling and debt-heavy balance sheets as major concerns.

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 seeing intense community debate following its multi-year partnership with the Golden State Warriors and official inclusion in the Russell 1000 index, with investors clashing over whether these developments signal long-term brand building or a misuse of capital. While some traders are capitalizing on high volatility to scalp the stock, others are increasingly frustrated by the lack of major hyperscaler contract announcements, leaving sentiment split between those holding for a potential re-rating and those rotating into stronger-performing data center peers.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is facing intense scrutiny after a mixed earnings report revealed revenue headwinds, though the stock saw an aggressive recovery from after-hours lows as investors debate whether the current valuation represents a generational bottom or a deeper structural decline. While bears highlight ongoing brand fatigue and stiff competition, bulls are pointing to stabilizing margins, potential tariff-related tailwinds, and aggressive insider confidence as signals that the turnaround may eventually take hold.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is trending as investors react to CEO Wes Cummins' CNBC interview, where he emphasized the company's ability to avoid industry-wide construction delays while confirming new capacity is coming online this week. The stock is facing heightened volatility and selling pressure, prompting a community debate between retail traders bracing for further downside and long-term bulls who view the price action as an accumulation opportunity given the company's significant multi-billion dollar contract backlog.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy is experiencing significant volatility following its exclusion from the Russell 2000 and subsequent inclusion in the Russell 1000/200, an index rebalancing event that triggered heavy technical selling pressure. Despite the price correction, the community remains intensely focused on the company's long-term potential as a critical AI infrastructure play, driven by high-conviction partnerships like the expanded $25 billion agreement with Brookfield to provide on-site power for data centers.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets, Data Centers, and Treasury and Corporate. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The Treasury and Corporate segment includes the company’s proprietary trading and mining activities, as well as the company’s principal investments and related gains and losses. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

Galaxy Digital is facing intense scrutiny from its investor community as the stock continues to underperform compared to other data center peers, with shareholders voicing significant frustration over the lack of communication from leadership regarding strategic AI infrastructure and tenant updates. While some investors see the current price volatility as a potential entry point ahead of expected data center developments, the prevailing sentiment is dominated by disappointment in management's perceived lack of urgency and focus.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is trending as investors debate whether the current price represents a significant buying opportunity or a deeper structural failure, with the community closely tracking short interest, high borrow fees, and a potential "W" pattern on the chart. While retail participants remain divided over management's execution and lack of recent news, bulls are betting that the company's enterprise AI partnerships will trigger a reversal, whereas bears maintain that the stock's persistent decline reflects fundamental weakness.

Klarna Group Plc is a global digital bank and flexible payments provider. It operates through an AI-powered payments and commerce network that empowers people to pay smarter, with a mission to be available everywhere, for everything. The company was founded by Gustav Erik Niklas Adalberth, Karl Anders Victor Jacobsson, and Sebastian Marcin Siemiatkowski in 2005 and is headquartered in London, the United Kingdom.

Klarna Group plc

Klarna is surging after reporting its first profitable quarter since going public, alongside strong growth in active users and revenue. The community is actively discussing the positive momentum, debating potential long-term price targets, and closely watching for upcoming catalysts including a pending court ruling against Google.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

GCT Semiconductor Announces Strategic Commitment to Powering the AI-Edge Data Pipeline

GCT Semiconductor Holding, Inc. (GCT) (NYSE: GCTS), a leading designer and supplier of 5G semiconductors powering the AI data pipeline with wireless connectivity, today announced a strengthened strategic focus on enabling the global expansion of artificial intelligence (AI) infrastructure. As AI...

MaxLinear and GCT Semiconductor Partner to Develop Next-Generation 5G FWA and Converged Gateways

MaxLinear, Inc. (Nasdaq: MXL), a leading provider of radio frequency (RF) and mixed-signal integrated circuits for datacenter connectivity, data network, and carrier access infrastructure, and GCT Semiconductor Holding, Inc. (GCT) (NYSE: GCTS), a leading designer and supplier of 5G semiconductor...

Micron, Intel, SanDisk Hogged May’s Chip Spotlight — But These 3 Smaller Stocks Crushed Them

Equity

Trades suggest investors are piling into smaller, niche chip stocks, as many tier-1 semiconductor names have already run up sharply.

Traders are Piling into These Momentum Rockets

Among the standout movers is GCT Semiconductor (NYSE:GCTS), which surged to a fresh 52-week high of $2.54 after delivering a strong first quarter 2026 business update and financial report. At the same time, traders are rotating into biotech catalysts surrounding NeOnc Technologies (NASDAQ:NTHI), while shipping operator C3is (NASDAQ:CISS) posted explosive adjusted earnings growth amid exceptionally strong tanker market conditions. Meanwhile, AI and advertising technology names remained active after LiveRamp (NYSE:RAMP) announced a $2.5 billion acquisition agreement with Publicis Groupe. $GCTS, $NTHI, $CISS, $RAMP, $AIIO

GCT Semiconductor Holding, Inc. Provides Business Update and Reports First Quarter 2026 Financial Results

GCT Semiconductor Holding, Inc. (GCT or the Company) (NYSE: GCTS), a leading designer and supplier of advanced 5G and 4G semiconductor solutions, today provided an update on business developments and...

GCT Semiconductor Signs Reference Platform Contract with Major Satellite Communications Provider to Fast-Track Global 5G Deployment

GCT Semiconductor Holding Inc. (GCT or the "Company") (NYSE: GCTS), a leading designer and supplier of advanced 5G and 4G semiconductor solutions, today announced it has signed a reference platform agreement with one of the worlds largest satellite communications providers, supplementing a 5G/4G...

GCT Semiconductor (GCTS) Expected to Announce Earnings on Tuesday

GCT Semiconductor (NYSE:GCTS) will be releasing its Q1 2026 earnings after the market closes on Tuesday, May 12. (View Earnings Report at...

GCT Semiconductor Holding, Inc. to Give Business Update and Announce First Quarter 2026 Financial Results on May 12, 2026

GCT Semiconductor Holding, Inc. (GCT or the Company) (NYSE: GCTS), a leading designer and supplier of advanced 5G and 4G semiconductor solutions, today announced that the Company will release its...

Short Interest in GCT Semiconductor Holding, Inc. (NYSE:GCTS) Rises By 49.9%

GCT Semiconductor Holding, Inc. (NYSE:GCTS - Get Free Report) was the target of a significant increase in short interest in March. As of March 31st, there was short interest totaling 3,252,462 shares, an increase of 49.9% from the March 15th total of 2,169,417 shares. Currently, 4.7% of the shares...

HC Wainwright Has Negative Outlook for GCTS Q3 Earnings

GCT Semiconductor Holding, Inc. (NYSE:GCTS - Free Report) - Equities research analysts at HC Wainwright lowered their Q3 2026 EPS estimates for GCT Semiconductor in a report released on Monday, March...

GCT Semiconductor Holding, Inc. engages in the design, manufacture, and sale of semiconductor products. It offers baseband modem, wireless broadband, and chip radio frequency transceivers. The company was founded by Kyeong-Ho Lee on June 15, 1998 and is headquartered in San Jose, CA.

GCT Semiconductor Holding Inc.

Neutral Sentiment

Hold rates steady

Cut 25 bps

Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

Feed

News

Sentiment

Earnings

Fundamentals

Info

GCTSGCT Semiconductor Holding Inc.

Fundamentals

Latest GCTS News