SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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

Direxion Daily Semiconductor Bull 3X Shares

A sharp semiconductor-sector selloff, amplified by SOXLs 3x leverage, is driving attention; traders cite Lam Researchs supply constraints and China-demand concerns alongside broader worries about AI valuations, financing, and market volatility. The community is split between expecting further declines and buying for a rebound, with many noting that leverage magnifies the swings.

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

SpaceX shares have given back much of their post-earnings gains despite bullish reactions to results and analyst upgrades; traders largely blame newly eligible insider shares creating a supply overhang, with broader tech-market weakness also cited. Bulls see the pullback as a buying opportunity, while bears warn that further share sales and the companys valuation could weigh on the stock.

Forgent Power Solutions, Inc. is a holding company, which engages in the design and manufacture of electrical distribution equipment used in data centers, power grid, and energy-intensive industrial facilities. It also offers powertrain solutions and standard and custom products. The company was founded on July 21, 2025 and is headquartered in Dayton, MN.

Forgent Power Solutions Inc. - Ordinary Shares - Class A

Forgent Power Solutions Inc.

CFO Ryan Fiedlers departure has triggered a sharp selloff, with some traders speculatingwithout confirmationabout possible financial or accounting concerns. Others view the decline as an overreaction, noting the stated personal reason for his exit, the internal CFO replacement, and Forgents growth exposure to data centers and power infrastructure.

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 drawing attention amid a sharp semiconductor and technology selloff, with traders debating whether AI-related valuations and spending expectations have run too far. Bulls call the decline an oversold buying opportunity, while bears expect further downside; some also attribute the move to broader market weakness rather than AMD-specific news.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokias Q3 results beat expectations and showed strong AI and cloud demand, but shares fell sharply as investors focused on weaker cash-flow conversion guidance, higher restructuring costs and concerns raised on the conference call. Traders are split between calling the selloff an overreaction and buying the dip, and viewing the cash outlook as a reason to sell despite the growth story.

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 drawing attention amid a steep selloff across AI and neocloud infrastructure stocks, with traders pointing to broader market volatility and concerns about financing the sectors capital-intensive buildouts. The community is split between fears of further declines and the view that the drop is overdone given expected AI demand and IRENs data-center expansion plans.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Metas earnings beat and strong advertising outlook were overshadowed by its sharply higher AI infrastructure spending, negative free cash flow, and concerns that new nonvoting shares could help fund investment while diluting shareholders. Traders are divided between viewing the selloff as an overreaction to a strong core business and questioning whether Muse and other AI investments will generate returns sufficient to justify the costs.

TTM Technologies, Inc. engages in the manufacture and sale of printed circuit boards and backplane assemblies. It operates through the following segments: Aerospace and Defense (A&D), Commercial, and Radio Frequency and Specialty (RF&S) Components. The A&D segment consists of Printed circuit boards (PCBs), value-added assemblies, microelectronics, RF and microwave components and assemblies, and integrated mission systems. The Commercial segment includes PCBs using customer-supplied engineering and design plans supporting customers in the automotive, medical, industrial, and instrumentation, networking, and data center computing end markets. The RF&S Components segment consists of TTM designed RF components for commercial customers in the telecommunications, industrial, and instrumentation markets. The company was founded on March 20, 1978 and is headquartered in Santa Ana, CA.

TTM Technologies Inc

TTMI is plunging despite strong earnings and upbeat guidance, with traders focused on debt and spending tied to acquisitions and expansion as possible concerns behind the selloff. Some see the drop as an overreaction to solid results, while others point to weakness in the AI trade and broader market pressure; there are no listed articles directly verifying the discussion.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is drawing attention amid a sharp tech-led selloff, with traders focused on concerns that heavy AI spending may not deliver adequate returns and on escalating U.S.-Iran tensions and oil-supply risks. The community is split between bearish calls to short rallies and dip buyers expecting a rebound.

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia, and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Lam Research Corp.

Lam Researchs record earnings were followed by a sharp selloff as its outlook did not exceed high expectations; traders are focused on supplier bottlenecks delaying shipments and a projected decline in China revenue. Bulls argue demand remains strong and the delays are temporary, while bears see the outlook and China exposure as near-term risks.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

LEN Stock Heads For Monthly Loss: CEO Warns Higher ‘Interest Rates Test Affordability' After Weak Outlook 

Equity

Lennar CEO said higher borrowing costs, inflation and stronger resale competition limited the homebuilder’s expected improvement during the third quarter.


CELH Stock Heads For A Weekly Loss: Deutsche Bank Downgrades Celsius, Says 'Expectations Are Rising Faster Than Evidence' 

Deutsche Bank highlighted weak second-quarter results, stalled brand recovery, and ongoing headwinds for Celsius.

CELH Stock Rises Premarket: Bernstein Says Alani Nu Can Offset Core Brand Slowdown

The firm sees a 55% upside for Celsius from its expanding multi-brand energy drink portfolio. 


CELH Stock Dips Most In 3 Months On Teen Death Probe: Two Analysts Still See 98% Upside

Wall Street remains bullish on Celsius, citing strong Alani growth and attractive valuation. 


Infrastructure Capital Announces a Quarterly Dividend Increase for: Infrastructure Capital Small Cap Income ETF (SCAP), Infrastructure Capital Equity Income ETF (ICAP)

Infrastructure Capital Announces a Quarterly Dividend Increase for: Infrastructure Capital Small Cap Income ETF (SCAP), Infrastructure Capital Equity Income ETF (ICAP) Infrastructure Capital...

Virtus Infrastructure Capital ETFs (AMZA/PFFA/PFFR) Declare Monthly Distributions

The InfraCap MLP ETF (NYSE Arca: AMZA) has declared a monthly distribution of $0.34 ($4.08 per share on an annualized basis). The distribution will be paid on January 27, 2026 to shareholders of...

Series Portfolios Trust - Infrastructure Capital Equity Income ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Lennar’s Q3 revenue and EPS missed estimates, while new orders fell 9% and deliveries declined 3%.&nbsp;</li><li>Lennar CEO Stuart Miller said mortgage rates rose to about 7% from 6.4%-6.5%, making homes less affordable.</li><li>He also said the Fed is unlikely to provide near-term relief, while existing homes are creating stronger competition for Lennar.&nbsp;&nbsp;</li></ul><p>Lennar Corp. (LEN) CEO Stuart Miller said elevated mortgage rates are squeezing housing affordability, tempering the improvement expected for the homebuilder. With 30-year rates near 7%, inflation pressuring household budgets and resale inventory rising, buyers face tougher conditions despite persistent housing shortages supporting demand.&nbsp;</p><h2 class="st-heading-2">Lennar’s Disappointing Q3 Results&nbsp;</h2><p>Lennar’s Q3 revenue of $8 billion and earnings of $1.19 per share both missed the analysts’ consensus estimates of $8.4 billion and $1.29 per share, respectively, according to Fiscal.ai data.&nbsp;</p><p>New orders fell 9% to 20,879 homes, while deliveries dropped 3% to 20,840 homes. For the fourth quarter, Lennar expects to receive orders for about 19,500 to 20,500 homes and complete 22,000 to 23,000 home deliveries. The company expects gross margin around 15.5% to 16%, with the average home selling for about $370,000 to $380,000.&nbsp;</p><p>The company expects Q4 earnings in the range of $1.30 to $1.65, below the $1.86 estimate.&nbsp;<a href="https://stocktwits.com/symbol/LEN">Lennar stock</a> inched up 0.1% overnight ahead of Friday. The stock has fallen more than 5% so far this month.&nbsp;</p><h2 class="st-heading-2">Lennar Warns Interest Rates Are Hurting Affordability&nbsp;</h2><p>Speaking during the Q3 earnings call, Miller said mortgage rates climbed during the quarter, reversing some of the relief seen earlier in the year. The 30-year fixed mortgage rate rose from roughly 6.4%-6.5% during the company’s previous earnings call to about 7%, while the 10-year Treasury yield remained near 5%.</p><p>“While market conditions are certainly not terrible, as can be seen from our rather strong volume, the market becomes more difficult as interest rates test affordability, particularly within our price ranges.”</p><p>He added that nearly half of Lennar’s prospective buyers in many markets cannot qualify for mortgages, as higher monthly payments squeeze affordability.&nbsp;</p><h2 class="st-heading-2">Lennar Sees Little Near-Term Relief From Fed&nbsp;</h2><p>Miller pointed to energy costs as an important factor behind persistent inflation. Higher prices for gasoline and electricity can reduce households’ willingness to take on a major financial obligation.</p><p>“The Federal Reserve's assistance is clearly off the table for practical purposes and not a near-term source of relief. While this was clearly the hope of some, yesterday's rate hike clearly demonstrates that the Fed will continue to be data-driven.”</p><p>Existing-home sellers have also become a stronger competitor, particularly in Lennar’s target price ranges, added Miller.&nbsp;</p><h2 class="st-heading-2">LEN Stock: Retail View&nbsp;</h2><p>On Stocktwits, retail sentiment around the stock slumped to ‘bearish’ from ‘bullish’.</p><p>A user&nbsp;<a href="https://stocktwits.com/amda/message/664518334">said</a>, “At the moment, there's no reason to own any of the homebuilding stocks, imo.”&nbsp;</p><p>Another user&nbsp;<a href="https://stocktwits.com/profit_guru/message/664506022">said</a>, “Expect more analyst downgrades and price target changes tomorrow…near term 70.”&nbsp;</p><p>LEN stock has declined 22% year-to-date.&nbsp;</p><p>Also see:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/bb-stock-heads-for-weekly-gain-retail-turns-bullish-on-black-berry-ahead-of-earnings-as-qnx-helps-drive-physical-ai/cZtuNg2RB3a">BB Stock Heads For Weekly Gain: Retail Turns Bullish On BlackBerry Ahead Of Earnings As QNX Helps Drive Physical AI</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

Lennar CEO said higher borrowing costs, inflation and stronger resale competition limited the homebuilder’s expected improvement during the third quarter.

LEN Stock Heads For Monthly Loss: CEO Warns Higher ‘Interest Rates Test Affordability' After Weak Outlook

Series Portfolios Trust - InfraCap Equity Income Fund ETF

iShares Dow Jones US Home Construction

Lennar Corp.

Very bullish

Cautiously bullish

Cautiously bearish

Very bearish

Stocktwits sentiment on $SPY just hit its lowest level of the year. How are you feeling about the market right now?

Stocktwits

 just hit its lowest level of the year. How are you feeling about the market right now?

Feed

News

Sentiment

Fundamentals

Info

ICAP Series Portfolios Trust - InfraCap Equity Income Fund ETF

Fundamentals

Latest ICAP News