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A sharp broad-market selloff is being linked by traders to fears that Democratic control could constrain AI and data-center expansion, weighing on tech-heavy indexes. Others see an overdue valuation reset or forced selling, and debate whether the drop is a buying opportunity or a sign of further losses.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is drawing attention amid a sharp tech-led selloff, which traders largely link to fears that the midterm results could bring tighter AI and data-center rules; no policy change is confirmed. The community is split between calling the move an overreaction and buying the dip, and warning that it reflects a deeper unwind in AI valuations and could extend further.

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 broad chip and AI-stock selloff as traders fear tighter AI regulation and delayed data-center projects could slow infrastructure spending; concerns about the sustainability of AI investment are adding pressure. The community is split between investors treating the drop as a buying opportunity and bears arguing that the AI trade is a bubble.

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 expansion and chip demand, alongside a broader retreat from AI and semiconductor stocks. The community is divided between viewing the decline as an overreaction and buying opportunity supported by Microns fundamentals, and warning that the AI trade may be unwinding further.

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

Fears that Democratic control of Congress could bring tighter AI regulation and slow data-center construction are driving a broad selloff in SNDK and other memory and semiconductor stocks. Traders are split between viewing the decline as an overreaction to policy uncertainty and strong business fundamentals, and warning that AI spending or memory demand could weaken and the downturn deepen.

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

Direxion Daily Semiconductor Bull 3X Shares

A sharp semiconductor selloff has driven attention to SOXL, with traders linking the rout to fears of an AI-trade unwind and potential restrictions on AI and data-center development after Democrats election gains. The community is split between calling the decline an oversold panic and buying the dip, versus warning that losses could deepen in the 3x daily-leveraged ETF.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

A broad tech-market selloff has driven SPCX lower, with traders also attributing pressure to election-related concerns about scrutiny of Musk, government ties and AI infrastructure plans. Bulls call the drop an overreaction and buying opportunity, while bears point to political exposure, valuation and potential insider share unlocks as risks.

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 semiconductor and AI-stock selloff, with traders focused on fears that the new Democratic congressional majority could bring tougher AI and data-center regulation and slow infrastructure spending. The community is split between treating the drop as panic and a buying opportunity, and warning that AI-capex doubts, high valuations, and concentrated customer demand could mean a deeper correction.

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. 

Fears that election-related policy and permitting headwinds could slow AI data-center expansion have driven a sharp selloff in Nebius and other neocloud stocks. Traders are divided between calling the decline an overreaction and warning that buildout delays and financing risks could keep pressure on the sector.

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 caught in a selloff across AI and data-center stocks, as traders worry that Democratic gains could bring tighter permitting and cite a report linking IREN project delays to some of Microsofts lower AI spending; uncertainty ahead of earnings is adding pressure. Bears point to execution and regulatory risks, while some bulls argue the decline is a sector-wide overreaction.

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Harmonic (HLIT) Beats Q3 Earnings and Revenue Estimates

Harmonic (HLIT) delivered earnings and revenue surprises of +35.29% and +13.68%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Harmonic Announces Third Quarter 2026 Results

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Harmonic Announces Reporting Date for Third Quarter 2026 Results

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Cablenet Selects Harmonic's cOS Broadband Platform to Deliver Multi-Gigabit Speeds in Cyprus

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Harmonic Showcases Vendor-Agnostic Intelligence and Versatile Fiber Portfolio at Network X 2026

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Harmonic Launches Recon Product Family Developed in Partnership with Comcast

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Lightcurve Teams Up with Harmonic to Deliver Multi-Gigabit Broadband Services to MDUs over Coax

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Harmonic Leads the New Era of Broadband Connectivity at SCTE TechExpo 2026

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Harmonic Unveils cOS SensAI Intelligence Fabric for Broadband Operations

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Harmonic to Host Investor Day in New York on September 15, 2026

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$HLIT Q3 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of $0.23 up 228.57% YoY
• Reported revenue of $148.84M up 4.54% YoY
• Harmonic raised FY 2026 revenue guidance to $545M-$555M, with GAAP operating profit of $93M-$99M and GAAP net income per share of $0.54-$0.57.

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Harmonic, Inc.

 Q3 '26 Earnings Results & Recap

• Reported GAAP EPS of $0.23 up 228.57% YoY
• Reported revenue of $148.84M up 4.54% YoY
• Harmonic raised FY 2026 revenue guidance to $545M-$555M, with GAAP operating profit of $93M-$99M and GAAP net income per share of $0.54-$0.57.

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Stocktwits Earnings

• Reported GAAP EPS of $0.23 up 228.57% YoY
• Reported revenue of $148.84M up 4.54% YoY
• Harmonic raised FY 2026 revenue guidance to $545M-$555M, with GAAP operating profit of $93M-$99M and GAAP net income per share of $0.54-$0.57.

Harmonic's top two customers represented 54% of Q3 2026 revenue; Q3 bookings and backlog were below Q2 2026, while SaaS and service revenue was below Q3 2025.

Harmonic's Rest-of-Market revenue more than doubled to a record 46% of Q3 2026 revenue; cOS served 52.6M CPE devices, and cOS SensAI secured first customer wins.

Harmonic, Inc. engages in the development and sale of video delivery software, products, system solutions, and services. It operates through the Video and Broadband segments. The Video segment sells video processing and production and playout services to cable operators, satellite and telecommunications pay-TV service providers, and broadcast and media companies. The Broadband segment offers solutions to cable operators broadband access solutions and related services, including cOS software-based broadband access solution, to broadband operators globally. The company was founded in June 1988 and is headquartered in San Jose, CA.

Harmonic Stock In Focus After Ancora Holdings Sees Clear Opportunity To Attract Buyers

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Bullish Sentiment

Shares of broadband and video services provider Harmonic Inc (<a class="mention" data-mention="$HLIT" data-symbol-id="HLIT" href="https://stocktwits.com/symbol/HLIT" target="_blank">$HLIT</a>) were up nearly 1% on Monday after investment firm Ancora Holdings <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.businesswire.com/news/home/20241118401341/en/Ancora-Releases-Presentation-Highlighting-the-Opportunity-for-Significant-Near-Term-Value-Creation-at-Harmonic">said</a> there is a clear opportunity for the company to attract interest from well-capitalized acquirers.Ancora Holdings Group is a significant shareholder of Harmonic. The firm offers integrated investment advisory, wealth management, retirement plan services and insurance solutions to individuals and institutions across the United States.Ancora said it plans to engage in a “constructive and open dialogue” with Harmonic to gauge the board of directors’ willingness to evaluate the company’s standalone prospects compared to a potentially value-maximizing sale to one of the many logical acquirers in the space.“We consider Harmonic to be a great underlying business, but believe the company does not have infinite time to achieve its full potential,” it said in a statement.The company believes there is a strong case for Ciena Corporation (<a class="mention" data-mention="$CIEN" data-symbol-id="CIEN" href="https://stocktwits.com/symbol/CIEN" target="_blank">$CIEN</a>) as a potential suitor for Harmonic considering it has material strategic motivations."Acquiring Harmonic would be growth-, margin- and multiple-accretive, and deliver greater customer diversification and increased supplier power. Notably, Harmonic and Ciena also have a shared board member in Patrick Gallagher,” it said.Ancora further highlighted in a <a target="_blank" rel="noopener noreferrer nofollow" href="https://ancoraharmonic.s3.us-east-2.amazonaws.com/The+Unrealized+Value+Creation+Opportunity+at+Harmonic.pdf">presentation</a> that Harmonic trades at a depressed multiple due to issues with management’s investor communication, rather than fear of actual execution. The firm believes that Harmonic – which currently trades at around $12 – could achieve $22 per share by meeting its 2026 targets and capitalizing on valuation opportunities.Shares of Harmonic have lost over 8% on a year-to-date basis. In recent days, retail chatter for the ticker on Stocktwits has mostly been positive.<stembedurl>https://stocktwits.com/HTNY/message/592086137</stembedurl><stembedurl>https://stocktwits.com/Chayze/message/591783785</stembedurl><stembedurl>https://stocktwits.com/HTNY/message/590406819</stembedurl>Also See: <a href="https://stocktwits.com/news-articles/markets/equity/heres-what-morgan-stanely-and-bmo-capital-markets-say-about-sp500/cJ4v9VxRQX">Here’s What Morgan Stanley And BMO Capital Markets Say About S&amp;P 500’s 2025 Target</a>For updates and corrections email newsroom@stocktwits.com

Ancora believes there is a strong case for Ciena Corporation to be a potential suitor for Harmonic | Representative Image Source: Pexels

Ancora said it plans to engage in a “constructive and open dialogue” with Harmonic to gauge the board’s willingness to evaluate the company’s standalone prospects compared to a potentially value-maximizing sale to an acquirer.

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