SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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

Nvidias sharp selloff is being tied by traders to fears that a Democratic sweep could bring tighter AI regulation or delay data-center projects, alongside broader doubts about AI spending and the sustainability of the chip rally. The community is divided between calling it an AI-bubble unwind and buying the dip on confidence in Nvidias long-term business.

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

A sharp broad-market selloff is being tied by traders to fears that the Democrats midterm gains could bring tighter AI rules and slow data-center investment, adding pressure to tech-heavy indexes. The community is split between seeing the drop as an overreaction and buying opportunity and expecting further losses amid uncertainty and an unwind in AI-related stocks.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQs sharp tech-led selloff is being tied by traders to fears that the Democratic midterm sweep could bring tighter AI and data-center rules and slow infrastructure spending, with semiconductor weakness adding pressure. The community is split between seeing a deeper correction and AI-trade unwind ahead and viewing the drop as an overreaction or dip-buying opportunity.

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

Microns sharp selloff is being tied by traders to fears that Democratic gains and calls for tighter AI regulation could slow data-center construction and weaken demand for AI-related chips and memory, amid a broader semiconductor and AI-trade unwind. The community is divided between viewing the drop as an overreaction and dip-buying opportunity because AI memory demand remains strong, and warning that weaker AI spending or a prolonged sector reset could bring further declines.

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

Iovances quarterly results drew attention with record revenue growth, improved gross margins, and a longer cash runway, but the stock sold off despite the strong report. Traders debate whether broad biotech-market weakness and profit-taking drove the decline or whether concerns about Amtagvis sequential growth and the lung-cancer programs durability and 2027 filing timeline are weighing on sentiment.

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

A sharp semiconductor and AI-stock selloff has drawn attention to AMD, with traders speculating that post-midterm calls for AI regulation could slow data-center construction, alongside broader concerns about AI spending. The drop contrasts with AMDs strong results and outlook; some traders call it an overreaction and buying opportunity, while others see lingering capex and valuation risks.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

AAOI is drawing attention after a sharp selloff alongside AI and optical-infrastructure stocks, with traders citing concerns about hyperscaler spending, AI valuations and the companys upcoming earnings outlook. Some see the decline as an oversold buying opportunity, while others fear more downside and question whether strong results would be enough to reverse the weak sentiment.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unitys quarterly results and outlookfeaturing its first GAAP profit since going public, accelerating Vector advertising growth, and upbeat forward guidanceare driving the rally. Traders are largely celebrating a potential turnaround, while some question whether shares can sustain gains and break through resistance.

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

Direxion Daily Semiconductor Bull 3X Shares

A sharp semiconductor selloff has hammered SOXL, with traders pointing to fears that political shifts could constrain AI and data-center investment, alongside broader worries that the AI trade is unwinding. The funds 3x daily leverage has magnified the drop; traders disagree on whether it marks capitulation and a buying opportunity or further downside ahead.

VanEck ETF Trust - VanEck Semiconductor ETF

VanEck Semiconductor ETF

SMH is under pressure as semiconductor traders reassess the AI buildout, weighing concerns that data-center restrictions and doubts about returns on heavy AI spending could slow chip demand. The community is split between fears that the AI trade is unraveling and calls that the selloff is an overreaction, with compute demand still intact.

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Equity

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• Reported GAAP EPS of $17.01 up 38.86% YoY
• Reported revenue of $18.68B up 23.02% YoY

Goldman Sachs 3Q26 net revenues were 8% lower than 2Q26, operating expenses were 20% higher year over year, and Platform Solutions revenues were 72% lower year over year.

Goldman Sachs Global Banking & Markets revenue was 32% higher year over year, Asset & Wealth Management revenue was 14% higher, and Goldman Sachs returned $4.49B to common shareholders.

The Goldman Sachs Group, Inc. engages in the provision of financial services. It operates through the following business segments: Global Banking and Markets, Asset and Wealth Management, and Platform Solutions. The Global Banking and Markets segment includes investment banking, global investments, and equity and debt investments. The Asset and Wealth Management segment relates to the direct-to-consumer banking business which includes lending, deposit-taking, and investing. The Platform Solutions segment includes consumer platforms such as partnerships offering credit cards and point-of-sale financing, and transaction banking. The company was founded by Marcus Goldman in 1869 and is headquartered in New York, NY.

Goldman Sachs Group, Inc.

Bearish Sentiment

<ul class="summary-bullets"><li>SPCX advanced its Qualcomm partnership and $40 billion AI financing amid Boost Mobile talks and political risks.</li><li>RKLB completed Electron’s 99th flight as Neutron delays, insider sales and Iridium scrutiny stayed in focus.</li><li>ASTS announced an AT&amp;T handoff milestone and secured a 30-year Chilean concession as competition intensified.</li></ul><a class="mention" data-mention="$SPCX" data-symbol-id="SPCX" href="https://stocktwits.com/symbol/SPCX" target="_blank">SpaceX</a>’s (SPCX) wireless expansion and AI financing, Rocket Lab’s (RKLB) 99th Electron launch and AST SpaceMobile’s (ASTS) Chilean approval have driven space-sector news so far this week, alongside mixed earnings from Redwire (RDW) and Voyager Technologies (VOYG).<h2 class="st-heading-2">SpaceX’s Wireless And AI Ambitions Gather Pace</h2>SpaceX’s mobile ambitions moved forward with Qualcomm’s selection to power Starlink Mobile’s nationwide terrestrial 5G network. Deployment begins in 2027, with tens of thousands of sites planned.“This is a significant win for our infrastructure business and the beginning of a strategic relationship with tremendous potential,” Qualcomm CEO Cristiano Amon said. The chipmaker expects revenue to begin near the end of fiscal 2027 and develop more fully in fiscal 2028.SpaceX also reportedly explored buying EchoStar’s Boost Mobile or accessing its network, though transferring leased network access could require carrier consent.Alongside its wireless expansion, SpaceX is financing a larger AI buildout. Goldman Sachs and Apollo are seeking buyers for portions of its $40 billion chip financing, covering leased Nvidia Vera Rubin equipment expected in the first half of 2027.SemiAnalysis said SpaceX’s 13GW computing-capacity target for 2027 looked achievable, identifying more than 9GW across sites and 3.6GW under construction, while flagging power constraints.Sequoia partner Shaun Maguire, whose firm backs SpaceX, projected $731.1 billion in 2028 revenue in his investor model. “I think we can do better,” CEO Elon Musk replied. Morgan Stanley separately brought forward its projected free-cash-flow breakeven to 2031 from 2035.However, Musk’s growth ambitions face political and deal risks. Sen.Ted Cruz warned of subpoenas targeting Musk, while Gary Black cautioned that falling shares in an all-stock acquirer could erode the target shareholders’ takeover premium.Retail sentiment for SPCX improved to ‘neutral’ from ‘bearish’ last week, amid ‘high’ message volume. Shares are down 16% so far this year.&nbsp;<h2 class="st-heading-2">RKLB Balances Launch Success With Merger Questions</h2>Rocket Lab moved within one flight of Electron’s 100th launch on Monday, deploying iQPS’s WADATSUMI-II radar-imaging satellite. “The Sea God Surveys” marked its 20th mission of 2026 and tenth successful iQPS launch, with eight more dedicated missions booked through 2030.The launch momentum supported Citizens’ bullish stance. The firm reiterated ‘Market Outperform’ and a $90 target, viewing Neutron’s delay as a timing setback and expecting its debut in late fiscal second-quarter 2027.However, its broader expansion is still under scrutiny. Globalstar raised potential supplier conflicts surrounding the Iridium takeover, while Rocket Lab and Iridium argued that separate SpaceX and Ligado concerns predate the merger. Space Systems head Brad Clevenger also discussed commercial space and national security with Sen.Kevin Cramer at Wednesday’s UND summit.Separately, disclosures showed CFO Adam Spice sold 140,157 shares for $7.4 million after exercising options, while director Nina Armagno sold 10,926 shares. Both Monday sales followed previously adopted trading plans.Retail sentiment turned ‘bearish’ from ‘neutral’ last week, amid ‘normal’ message volume. Shares are down 25% so far this year.&nbsp;<h2 class="st-heading-2">ASTS Clears Technical And Regulatory Hurdles</h2>AST and AT&amp;T announced Monday “the industry’s first” successful terrestrial-to-satellite cellular handoff. The test from last month in Washington maintained a connection between the networks, supported by Ericsson and Nokia.“The successful handoff is a significant milestone, but it’s not the finish line,” AT&amp;T network executive Robert Walters said, as the companies progress toward beta services.AST also expanded its regulatory footprint with a 30-year nationwide Chilean concession. Its 24-month first-stage service timetable, measured from Tuesday’s publication, points to November 2028.As AST advances, competition is adding urgency. “AST SpaceMobile needs to pivot, and pivot FAST,” Boost Mobile founder Peter Adderton said, urging partnerships with experienced mobile-brand operators.Ownership disclosures entering the week showed Vanguard held 15.33 million shares, or 5.11%, as of September 30, while Rakuten Investment Management increased its quarter-end holding 23.9% to 17,156 shares.Retail sentiment remained ‘bearish’ compared with last week, amid ‘low’ message volume. Shares are down 51% so far this year.&nbsp;<h2 class="st-heading-2">Redwire Builds Backlog As Sales Fall Short</h2>Redwire’s third-quarter (Q3) revenue rose 5.4% to $109 million, falling short of the $126.56 million consensus estimate, while its loss of $0.09 per share matched expectations.The results also showed a record $619.7 million backlog and record gross margin of 32.3%, up from 16.3% a year earlier. Contract awards totaled $188.7 million, producing a 1.73 book-to-bill ratio.“Although revenue timing continues to be uneven, with another quarter of record gross margins expanding from 16.3% to 32.3% year-over-year, the quality of our revenue is improving as we deliver mission-critical products and solutions across multiple domains,” CEO Peter Cannito said.Redwire maintained its fiscal 2026 revenue outlook of $450 million to $500 million, versus consensus of $475.28 million. It posted a $23.2 million net loss and a $5.3 million adjusted EBITDA loss.Retail sentiment jumped to ‘extremely bullish’ from ‘bullish’ last week, amid ‘high’ message volume. Shares are up 2% so far this year.&nbsp;<h2 class="st-heading-2">VOYG Pairs A Revenue Beat With Fresh NASA Work</h2>Voyager’s third-quarter revenue jumped 124% to $89 million, beating the $81.38 million consensus estimate. Its adjusted loss of $0.87 per share was slightly wider than the expected $0.86 loss.The company raised its fiscal 2026 revenue outlook to $287 million to $305 million from $275 million to 305 million, against consensus of $291.51 million. Supporting that outlook, backlog reached a record $742 million, including $347 million from Astrobotic, while bookings hit a record $116 million.“Our record backlog provides meaningful multi-year revenue visibility and raising our full-year guidance reflects this momentum,” CEO Dylan Taylor said.Starlab’s signed commercial reservations totaled $700 million, though Voyager posted a $55.7 million net loss attributable to the company.Beyond earnings, Voyager won a five-year, $35 million NASA HUNCH management contract Wednesday and appointed retired Space Force Gen.B. Chance Saltzman as board-of-advisors chairman Monday.Retail sentiment remained ‘bullish’ compared with last week, amid ‘high’ message volume. Shares are down 12% so far this year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tsla-stock-analysts-political-premium-risks-spacex-merger-cathie-wood-s-ark-buys/cNG14rwR9EL">TSLA Stock Slips Overnight: Analysts Flag Political, Premium Risks To SpaceX Merger — Cathie Wood’s ARK Buys Anyway&nbsp;</a>

In this NASA handout A SpaceX Falcon 9 rocket carrying the company's Dragon spacecraft is launched on NASA's SpaceX Crew-13 mission to the International Space Station. (Photo by/Joel Kowsky/NASA via Getty Images)

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