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

Disappointing results and outlooks from major tech companies, alongside concerns that heavy AI infrastructure spending may not deliver sufficient returns, have fueled a broad risk-off mood and pressure on the S&P 500. Traders are divided between calling it the start of a deeper AI-led correction and viewing the selloff as a buying opportunity.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intels weaker fourth-quarter outlook, citing soft PC demand and supply constraints, drove a sharp selloff despite stronger-than-expected quarterly results. Traders are split between viewing the drop as an overreaction and buying the dip, and seeing the guidance and execution risks as signs of further weakness.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is under pressure after Amazons heavy AI infrastructure spending and Intels weak outlook intensified concerns about tech-sector earnings and whether AI investment will generate adequate returns. Traders are debating whether the selloff signals a broader AI-trade unwind or a buying opportunity, with panic over further losses competing with calls to buy the dip.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons quarterly results and outlook drew scrutiny as slight revenue and earnings misses, heavy AI infrastructure spending, and weaker cash flow fueled a sharp selloff. Traders are divided: some see spending and uncertain returns as a risk, while others argue strong AWS growth supports the investment and view the drop as an overreaction.

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

Weak Amazon results and Intel guidance have intensified a broader AI and semiconductor selloff, prompting debate over whether hyperscaler spending will generate adequate returns; some traders counter that ongoing cloud growth and investment still support chip demand. The community is also discussing allegations linking a Singapore cloud customer to Chinese intelligence, which Nvidia has rejected as a concern about ordinary business dealings.

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

Updated lifileucel lung-cancer trial results drove a sharp selloff: the overall response rate was broadly in line with the prior update, while a small, retrospectively identified biomarker subgroup showed a much higher response rate. Traders are split between viewing the subgroup as a promising precision-treatment strategy and worrying that it leaves regulatory approval, the addressable market, and the timeline less certain; many also criticized managements presentation of the data.

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

SanDisks strong quarterly results and raised outlook, alongside its announced 8-for-1 stock split, dominate discussion. Traders are debating the sharp selloff despite the beat: some blame broader tech and AI risk-off sentiment or profit-taking, while bullish voices point to robust data-center demand and question whether the market reaction reflects the companys fundamentals.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is drawing attention amid a steep selloff and repeated new lows, with many traders questioning the companys business prospects and calling the stock overvalued, while a smaller bullish group sees possible rebound potential. The debate also centers on midterm-election uncertainty and how a change in congressional control could affect Trump and the company.

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 resilience as investors rotate away from AI-heavy tech into a perceived safe haven is the dominant topic, with many traders describing it as an anti-AI hedge supporting the broader market. Bulls see defensive appeal and limited AI spending as strengths, while bears cite a stretched valuation, upcoming earnings risk, and concerns about new-device demand and quality.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLASs REGAL Phase 3 trial reaching its 80-event milestone has shifted attention to database lock, unblinding and the expected topline survival results. Bulls see the prolonged trial and milestone as encouraging and speculate about a deal, while skeptics stress that the event count does not establish GPS efficacy and that the readout remains a high-risk binary catalyst.

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

GCT Semiconductor Holding, Inc. (GCT or the Company) (NYSE: GCTS), a leading designer and supplier of 5G semiconductors powering the AI data pipeline with wireless connectivity, today announced that the Company will release its financial results for the third quarter ended September 30, 2026, on...

GCT Semiconductor Forms Strategic Partnership to Advance Next-Generation UAV Control and Communications

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 strategic partnership and license agreement with a leading infrastructure provider for utilities and IoT to accelerate...

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

GCT Semiconductor Holding, Inc. (GCT or the Company) (NYSE: GCTS), a leading designer and supplier of 5G semiconductors powering the AI data pipeline with wireless connectivity, today provided an update on business developments and reported financial results for the second quarter ended June 30...

GCT Semiconductor Holding, Inc. to Give Business Update and Announce Second Quarter 2026 Financial Results on August 10, 2026

GCT Semiconductor Holding, Inc. (GCT or the Company) (NYSE: GCTS), a leading designer and supplier of 5G semiconductors powering the AI data pipeline with wireless connectivity, today announced that the Company will release its financial results for the second quarter ended June 30, 2026, on...

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 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.

Bullish Sentiment

<ul class="summary-bullets"><li>Wolfspeed, GCT Semiconductor, and Enphase Energy emerged as the biggest gainers in the chip sector in May.</li><li>Wolfspeed and Enphase develop power chips and components, while GCT Semiconductor develops telecom hardware.</li><li>Stocktwits sentiment was ‘bullish’ for WOLF and GCTS, and ‘extremely bullish’ for ENPH on Wednesday.</li></ul>Intel, AMD, Micron and SanDisk might have been the talk of the investor town, but smaller, niche semiconductor players are emerging as the real winners in the market.As May draws to a close, Wolfspeed, Inc. (WOLF), GCT Semiconductor Holding, Inc. (GCTS), and Enphase Energy, Inc. (ENPH) have emerged as the biggest chip sector gainers this month. WOLF is up 149%, while GCTS gained 136% and ENPH gained 103%. Navitas Semiconductor, a closely watched stock, is fourth in the standings with 93% gains. &nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260527_010051434_png_65447f7589.webp" alt="koyfin_20260527_010051434.png" width="1400" height="1600"></figure><h2 class="st-heading-2">WOLF, GCTS And ENPH Focus Areas, Recent Catalysts</h2>Wolfspeed develops silicon carbide (SiC) semiconductors and power devices used in various industries, and those are now seeing application in the burgeoning data center market. Recently, the company launched a new 1200V SiC power module for EV propulsion systems and commercially rolled out its 200mm SiC wafer platform to scale production.The company’s updates and the ensuing rally in the stock mark a turnaround after its Chapter 11 restructuring late 2025 last year.Enphase Energy￼ also operates in the power segment, specifically solar power. The company sells microinverters, battery storage systems, EV charging products, and home energy management software. Its core products include the IQ series microinverters and IQ Batteries, which help residential and commercial solar systems operate more efficiently and reliably.&nbsp;Recently, Enphase launched new gallium nitride (GaN)- based commercial microinverters, expanded its off-grid solar-and-battery solutions, and introduced PowerMatch software to improve battery efficiency.&nbsp;GCT Semiconductor, the smallest of the group with a $230 million market capitalization, designs wireless communication chips, primarily for 4G LTE and 5G networks. Its products include modem chipsets and RF semiconductor solutions used across wireless devices, routers, IoT systems, and broadband equipment.&nbsp;The company’s recent focus has been&nbsp;on commercializing its 5G chipset platform and investors are closely watching whether its 5G commercialization could expand the company’s addressable market. On Tuesday, Enphase CEO Badri Kothandaraman disclosed a $337,481 purchase of company shares.<h2 class="st-heading-2">Retail View On WOLF, GCTS, ENPH Stocks</h2>On Stocktwits, the retail sentiment was ‘bullish’ for&nbsp;<a href="https://stocktwits.com/symbol/WOLF">WOLF</a> and&nbsp;<a href="https://stocktwits.com/symbol/GCTS">GCTS</a>, and ‘extremely bullish’ for&nbsp;<a href="https://stocktwits.com/symbol/ENPH">ENPH</a> on Wednesday. In the group, GCTS has drawn the most interest from retail traders, with message volume around the ticker rising by over 2,000% in the past month and watcher count increasing by 41%.&nbsp;Year to date, WOLF leads the group with 322% gains, while GCTS is up 175% and ENPH is up 109%. In termFor updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dell-stock-rallies-after-lenovo-s-results-signal-pc-recovery-what-do-analysts-expect-from-its-q1-report-tomorrow/cZggG15ReAg">Dell Stock Rallies After Lenovo’s Results Signal PC Recovery – What Do Analysts Expect From Its Q1 Report Tomorrow?</a>&nbsp;

A technician laying CPU in the motherboard socket. Michael Burry believes that rally in the chips sector would cool. (Image source: Getty)

Enphase Energy Inc

iShares Semiconductor ETF

Wolfspeed Inc

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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.

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Drop a comment with when you expect the first cut/hike to be.

Current Price	$1.25
Prev Close	$1.28
Open	$1.27
Dividend Yield	0.00%
50-Day Moving Average	$1.86
Beta	1.77
Avg. Volume	1.49M
PE Ratio	-1.56

52-Week High	$3.93
52-Week Low	$0.955
Market Capitalization	$114.96M
EPS (Annual)	-$0.8203
Price to Book	-2.21
Revenue Per Employee	$22,746.03

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