SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A sharp Nasdaq-100 selloff has traders focused on heavyweight tech earnings and concerns that soaring AI spending may not deliver returns fast enough, with some attributing added pressure to month-end liquidation and margin calls. The community is split between fears of a deeper AI-led correction and dip buyers looking for a rebound.

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 weak fourth-quarter outlook, citing soft PC demand and manufacturing constraints, has driven a steep selloff, with analyst downgrades adding pressure. Traders are split between calling the drop an overreaction and buying the dip versus warning of further downside, while some see the move as part of a broader tech and semiconductor rout.

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

A sharp, tech-led market selloff has put SPY in focus, with traders connecting the pressure to Amazon and Intel results and renewed concerns that heavy AI spending may not pay off. The discussion is largely bearish, with crash and liquidation fears competing against calls to buy the dip and expectations of a relief bounce.

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 broader tech and semiconductor selloff as traders question whether hyperscalers heavy AI spending will deliver adequate returns; mixed Amazon and Intel results have added to concerns about AI infrastructure valuations. The community is divided between seeing an AI-bubble-driven reset and viewing the decline as a buying opportunity, with some arguing that continued capex still supports chip demand.

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 selling off sharply despite a strong quarterly beat, upbeat guidance and an announced 8-for-1 split, as traders debate whether the drop reflects a broader tech and AI-stock unwind or concerns that memory pricing and earnings growth are nearing a cyclical peak. Many call the decline an overreaction and are buying the dip, while bears point to slowing growth and possible peak-cycle risks.

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

Direxion Daily Semiconductor Bull 3X Shares

SOXL is under pressure amid a broad semiconductor and tech selloff, with traders repeatedly pointing to Intels weak outlook and softer PC demand as a drag on chip sentiment, alongside concerns about AI valuations. Its 3x leverage magnifies the downturn; the community is split between dip buyers anticipating a rebound and bears warning of further losses and leverage decay.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit shares plunged after its quarterly report paired strong results with a weaker-than-expected outlook, declining Google search referrals and signs of slowing user growth; plans to push users toward a logged-in experience added concern about traffic and ad reach. Traders are split between calling the selloff an overreaction given Reddits growth and profitability, and warning that search dependence and potential user losses threaten future growth.

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 technology and semiconductor selloff as investors question AI spending returns and elevated chip valuations, with Intels weak outlook adding to sector pressure. Traders disagree over whether AMDs decline is justified or sympathy selling ahead of its earnings report, citing its data-center opportunity as a counterpoint.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovins steep selloff ahead of its earnings report is driving discussion, with traders pointing to analyst price-target cuts and concerns about ad-tech peers results and the broader market. Bulls argue the decline has made the companys valuation compelling, while bears fear weak results or guidance could bring further pressure.

Bitcoin (BTC) is a cryptocurrency launched in 2010. Users are able to generate BTC through the process of mining. Bitcoin has a current supply of 20,105,365. The last known price of Bitcoin is 76,874.98691422 USD and is down -4.82 over the last 24 hours. It is currently trading on 12773 active market(s) with $58,826,736,014.03 traded over the last 24 hours. More information can be found at https://bitcoin.org/.

Bitcoin

Bitcoins selloff is being linked mainly to a reported major Binance security breach, with traders also citing leveraged liquidations and weakness in tech stocks as added pressure. The community is split between fears of further selling and exchange-related security risks, and dip-buyers arguing the incident affected Binance rather than Bitcoin itself and that the price has held up relatively well.

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Guidewire Celebrates Customer and Partner Innovation Across P&C Insurance

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Guidewire Software, Inc. is engaged in the provision of a technology platform, which combines core systems of record with digital, analytics, and artificial intelligence applications. The firm offers the following suite of products: Guidewire InsuranceSuite and Guidewire InsuranceNow. The Guidewire InsuranceSuite is a configurable and scalable product, delivered as a service, and primarily consisting of three core applications, such as PolicyCenter, ClaimCenter, and BillingCenter, that can be subscribed separately or together. InsuranceNow is a complete, cloud-based application that offers policy administration, claims management, and billing functionality, plus pre-integrated document production, analytics, and other capabilities. The company was founded by Marcus S. Ryu on September 20, 2001 and is headquartered in San Mateo, CA.

Guidewire Software Inc

SHOP Stock Set For Best Day In A Year — RBC Says Shopify Has 'Great Defensibility' Against AI Disruption

Equity

Bearish Sentiment

<ul class="summary-bullets"><li>RBC Capital notes that bear debates on AI and software center on three pillars.&nbsp;</li><li>Those include AI-driven displacement of incumbent software, pricing pressure from lower barriers to entry and disruption from AI-native vendors.&nbsp;</li><li>Of the 52 analysts covering the stock, 40 rate it 'Buy' or higher, 11 recommend 'Hold,' and one rates it 'Sell.’</li></ul>Shopify Inc (SHOP) share price jumped nearly 10% on Monday to record its best single-day jump in nearly a year after RBC, in a note, mentioned the company’s software had ‘great defensibility’ against AI-led displacements.&nbsp;RBC Capital said the bear debate around AI and software centres on three pillars: AI-driven displacement of incumbent software, pricing pressure due to lower barriers to entry, and disruption from AI-native vendors.RBC unveiled its new software total cost of ownership (TCO) calculator, in which the firm applied its framework to 14 companies in its coverage universe, including Salesforce (CRM), Workday (WDAY), HubSpot (HUBS), Microsoft (MSFT), Intuit (INTU), ServiceNow (NOW), Adobe (ADBE), Shopify (SHOP), Asana (ASAN), DocuSign (DOCU), ZoomInfo (GTM), Guidewire (GWRE), Nice (NICE), and Veeva (VEEV).&nbsp;&nbsp;<h2 class="st-heading-2">RBC Pushes Back On AI-Driven Software Displacement&nbsp;&nbsp;</h2>RBC Capital thinks the discussion around AI disrupting software demand has a key flaw, noting that focus needs to be on the whole cycle of building, running and maintaining software rather than only the cost of building one.&nbsp;“The key flaw behind the "AI replacing software" bear case is comparing the cost of building a custom solution versus the annual subscription costs from the vendor,” RBC argues, saying that for a Total Cost of Ownership conversation, one needs to look at Build, Run, Maintain, Risk, and Quality Gap.Among the stocks mentioned above, in which RBC ran its custom model, Microsoft, HubSpot, Intuit, Shopify, and Guidewire were found to have the greatest defensibility against AI-driven displacements.<h2 class="st-heading-2">SHOP Stock: Retail View&nbsp;</h2>Retail sentiment on Stocktwits was ‘neutral’ with ‘normal’ message volumes. Retail chatter on the stock has jumped 200% over the past week.&nbsp;“A company like Shopify is needed as people diversify from just buying from Amazon,” a user&nbsp;<a href="https://stocktwits.com/DaphneBrooke/message/660121778">said.</a><a href="https://stocktwits.com/symbol/SHOP">SHOP stock</a> has lost 26.4% year-to-date.&nbsp;&nbsp;&nbsp;Read More: <a href="https://stocktwits.com/news-articles/default/equity/trump-warns-iran-of-very-strong-military-action/cZZxnA2R76S">Trump Warns Iran Of 'Very Strong Military Action' If Diplomatic Talks Collapse, Says Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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RBC pushes back on AI-driven software displacement with new TCO model.

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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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Current Price	$161.91
Prev Close	$160.07
Open	$161.58
Dividend Yield	0.00%
50-Day Moving Average	$167.41
Beta	0.85
Avg. Volume	1.64M
PE Ratio	98.25

52-Week High	$239.40
52-Week Low	$102.30
Market Capitalization	$13.12B
EPS (Annual)	$1.63
Price to Book	10.99
Revenue Per Employee	$353,465.02

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