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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.

Democratic gains in the midterms and the resulting political setback for Trump are the dominant focus, with traders linking the selloff in Trump Media to concerns about a weakened presidency, congressional gridlock, and potential investigations. The discussion is overwhelmingly bearish, though a few traders argue for buying the dip or a short squeeze.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micros strong quarterly results and raised outlook have drawn attention, but traders are frustrated that the stock sold off despite the news. The debate centers on whether concerns about data-center regulation after the midterms, thin margins, customer concentration and cash conversion outweigh the AI-server growth story; some view the decline as an overreaction, while others question managements credibility and execution.

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

Micron is caught in a sharp semiconductor selloff as traders fear that Democrats election gains could bring tighter data-center rules or slow AI infrastructure spending, weakening future memory demand. Bulls call the reaction an overblown market rotation and point to persistent AI-driven memory demand, while bears see risks to data-center investment and a cyclical memory downturn.

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 election-related fears that tighter Texas and data-center rules could slow AI infrastructure expansion, alongside uncertainty ahead of earnings. Traders debate whether those risks outweigh the value of its existing power and data-center buildout, with some also pointing to a Microsoft contract as a potential cushion.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Fears that a Democratic win in Texas could slow or restrict data-center approvals have driven a sharp selloff in CIFR and other AI-infrastructure stocks. Bears warn that delays could threaten future growth, while bulls argue signed leases and projects already underway are less exposed and that AI demand remains intact.

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 sharp rebound after its earnings-related selloff is driving attention, with traders describing a return to highs and debating whether a post-election rotation into mega-cap safe haven stocks and a short squeeze are behind the move. Bulls point to resilient demand and buying the dip, while skeptics question the rally given margin pressure from rising memory costs and Apples valuation.

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

Sandisk is caught in a sharp memory-stock selloff as traders worry that election-related uncertainty could slow U.S. data-center expansion and weaken future AI memory demand, despite strong results and supply-shortage arguments. The community is split between viewing the decline as a buying opportunity ahead of the stock split and seeing it as a warning that the AI-memory trade has run too far or may face a cyclical downturn.

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 strong quarterly results and upbeat data-center outlook have been overshadowed by a sharp reversal that erased much of its post-earnings gain. Traders debate whether election-related worries about data-center restrictions and AI spending, valuation concerns, or profit-taking drove the fade; bulls view the pullback as an overreaction to the companys growth outlook.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

UBER is drawing attention after Q3 results showed strong bookings growth and improving profitability, prompting a sharp rally. Traders are broadly bullish on the operating performance, while some question the softer Q4 outlook and weakness in Mobility revenue amid driver-supply concerns.

Vistra Corp. is a holding company, which engages in the provision of electricity and power generation. It operates through the following segments: Retail, Texas, East, West, and Asset Closure. The Retail segment includes sale of electricity and natural gas to residential, commercial, and industrial customers. The Texas and East segments are involved in electricity generation, wholesale energy sales and purchases, commodity risk management activities, fuel production and fuel logistics management. The West segment represents the company's electricity generation operations in CAISO. The Asset Closure segment refers to the decommissioning and reclamation of retired plants and mines. The company was founded in 1882 and is headquartered in Irving, TX.

Vistra Corp

Vistra is under heavy selling pressure after traders cited a KeyBanc downgrade tied to concerns that Texass Democratic election results could bring tighter data-center and energy-policy rules; the shares are also being discussed as part of a broader pullback in AI-power stocks. The community is split between viewing the move as an overreaction and buying opportunity, and worrying that political uncertainty could weigh on growth.

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Galaxy is under pressure despite strong quarterly results, with traders focused on the lack of a new tenant for its Helios data-center expansion and uncertainty around Texas approvals and CoreWeave exposure. Bulls point to existing contracts, buybacks and crypto upside, while bears question managements credibility and whether data-center growth can deliver durable returns.

The selloff appears tied to uncertainty around Texass gubernatorial election, with traders concerned about potential effects on future data-center development and ERCOT approvals. The discussion does not establish that existing approvals have changed.

Why Is Galaxy Digital Stock Surging on Tuesday?

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Galaxy Digital Stock Is Falling Monday: What's Going On?

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Galaxy Applies for National Trust Bank Charter

Galaxy Applies for National Trust Bank Charter Galaxy Applies for National Trust Bank CharterPR NewswireNEW YORK, Oct. 29, 2026 Proposed Galaxy National Bank would bring key digital asset services under federal oversight, strengthening Galaxy's position as adoption acceleratesNEW YORK, Oct. 29...

Galaxy Stock Jumps Wednesday: What's Going On?

Galaxy Digital Inc (NASDAQ:GLXY) shares are rising Wednesday. Multiple Wall Street firms see significant upside in the stock after third-quarter earnings.read more...

Galaxy Digital Stock Extends Post-Earnings Rally Even As Analysts Trim Price Targets 

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Goldman Sachs lowered its target to $20.50 from $24, keeping a ‘Neutral’ rating and calling the data center segment mixed.

Galaxy Digital CEO Mike Novogratz Says Credit Markets Are Near 'Peak Nervousness' as AI Spending Surges

Galaxy CEO says credit markets are nearing peak anxiety as high rates, geopolitical tensions and AI infrastructure costs pressure borrowers.read more...

Galaxy Digital (GLXY) Q3 2026 Earnings Call Transcript

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Galaxy Digital Stock Surges After Quarterly Earnings Crush Estimates

Galaxy CEO credited “significant appreciation across investments portfolio,” with the treasury and corporate unit generating $395 million of adjusted EBITDA.

Galaxy Digital Stock Powers Up: What's Going On?

Galaxy Digital shares are trading higher after the company reported mixed Q3 results, beating on earnings per share and missing on revenue.read more...

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Galaxy

• Reported GAAP EPS of $0.83 down -25.89% YoY
• Reported revenue of $8.69B down -70.27% YoY

Galaxy Digitals Q3 2026 net income and diluted EPS were below Q3 2025 levels; notes payable were higher than December 2025, and 830 MW of approved Helios II capacity remained unleased.

Galaxy Digitals trading volumes grew 12% quarter-over-quarter; Data Centers generated $79M adjusted gross profit in the first full quarter of Helios I, Phase I lease operations, and Galaxy Digital entered a multi-year BNY agreement.

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

Bullish Sentiment

<ul class="summary-bullets"><li>H.C. Wainwright cut its target to $36 from $40 but kept a ‘Buy’ rating.</li><li>The firm, however, added that Galaxy was executing well at its data center campus in Texas.</li><li>Fifteen of 16 analysts tracked by Koyfin rate the stock a ‘Buy’ or ‘Strong Buy’.</li></ul>Galaxy Digital (GLXY) shares edged higher in morning trade on Wednesday, extending their post-earnings rally despite price target cuts.H.C. Wainwright lowered its target for GLXY to $36 from $40 but kept a 'Buy' rating on the shares, according to TheFly.&nbsp; The new target still implies about 110% upside from Tuesday's close.H.C. Wainwright said that Galaxy was executing well at Helios, its data center campus in Texas. Phase II of the project was fully funded and running on schedule. Funding for Phase III and leasing at Helios II are the next catalysts to watch, said the firm.H.C. Wainwright&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/glxy-stock-undervalued-buyback-helios-power-ramp/cZ1dus8R7W1">expected progress</a> at Helios and better crypto sentiment to outweigh near-term regulatory and credit market worries.<a href="https://stocktwits.com/symbol/GLXY">GLXY stock</a> rose over 0.5% during morning trade. On Stocktwits, the retail sentiment around GLXY remained in the 'extremely bullish' zone, while chatter around it shifted to 'extremely high' from 'high' over the past day.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_10_28_at_9_57_16_AM_dd7de06d10.png" alt="Screenshot 2026-10-28 at 9.57.16 AM.png" width="1152" height="752"><figcaption>GLXY retail sentiment on Oct. 28 as of 9:57 a.m. ET | Source: Stocktwits</figcaption></figure>This came after a nearly 10% jump on Tuesday, the stock's best single-day gain in a month.&nbsp;<h2 class="st-heading-2">Goldman Sachs’ Take</h2>Goldman Sachs had a more measured view towards Galaxy. The bank cut its target to $20.50 from $24, which implies about 19% upside to Tuesday's close. Additionally, the firm kept a 'Neutral' rating on the stock.The bank called the quarter a broad-based earnings beat with encouraging operating trends. The data center segment was mixed, it said. Still, management appeared slightly more confident about leasing its 830-megawatt Helios II site to a tenant with an investment-grade credit rating, according to the bank.Notably, of the 16 analysts tracked by Koyfin, 15 have rated the stock a 'Buy' or 'Strong Buy' and one rated it a 'Hold.'<h2 class="st-heading-2">Galaxy Swings Back To Profit</h2>Galaxy&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/galaxy-digital-stock-surges-after-quarterly-earnings-crush-estimates/cZUeapjRBC0">reported</a> net income of $323 million for the third quarter on Tuesday, reversing an $85 million loss in the second quarter.&nbsp;Adjusted earnings came in at $0.83 per share. The data center business made its first full-quarter contribution as Helios Phase I leasing revenue kicked in, and Galaxy's board also approved another $200 million share buyback.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/strive-ceo-matt-cole-says-superintelligence-will-make-bitcoin-the-most-valuable-scarce-asset/cZU9hK1R9GT">Strive CEO Matt Cole Says Superintelligence Will Make Bitcoin The ‘Most Valuable Scarce Asset’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Galaxy Logo Shown on Smartphone with Latest Stock MChart. (Photo illustration by Cheng Xin/Getty Images)

Galaxy Digital (GLXY) shares edged higher in morning trade on Wednesday, extending their post-earnings rally despite price target cuts.

Galaxy Digital Stock Extends Post-Earnings Rally Even As Analysts Trim Price Targets

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Investors are expressing significant concern over shifting political tides in Texas and their potential negative impact on future data center infrastructure development.

Retail investors are venting intense frustration toward management, citing perceived leadership failures and a lack of transparency as core drivers of the stock's weakness.

Contrarian traders are debating whether the current price action represents a historic value opportunity or a long-term trap amid institutional selling pressures.

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