SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energys strong quarterly results and raised outlook were met with a sharp selloff, as traders focused on negative cash flow and spending to expand capacity amid broader pressure on AI-linked stocks. The community is split between dip buyers who see the spending as investment for growth and skeptics concerned about cash generation and valuation.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Modernas Phase 3 melanoma-vaccine results with Mercks Keytruda showed lower recurrence or death risk, but the shares sold off as investors weighed the data against elevated expectations after a sharp rally. Traders are divided between calling it a sell-the-news reaction and arguing the positive results are being overpunished, while questions about commercial scalability persist.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

CRDO is drawing attention for a sharp selloff amid weakness across AI and semiconductor stocks, with many traders saying there is no clear company-specific trigger. The community is split between viewing the decline as an overdone, high-beta pullback given Credos growth and worrying about insider selling and speculation about an Amazon data-center project.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as crude rallies on fears of Middle East escalation and disruptions to oil shipments and infrastructure, with traders also citing falling U.S. inventories. Bulls point to supply risks and fresh highs, while bears argue the move is overextended and vulnerable to pullbacks if peace-deal headlines ease tensions.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A tech-led selloff, fueled by worries that heavy AI spending may not generate sufficient returns, is weighing on QQQ; rising oil and Iran-related inflation concerns are adding to market anxiety. Traders are divided between expecting more downside and viewing the pullback as a buying opportunity, amid volatile swings and rebound attempts.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabets pullback and upcoming earnings are driving debate over whether AI and cloud growth can justify heavy capital spending, with traders also questioning the durability of Search amid AI competition. Bears fear weak guidance or poor returns on AI investment, while bulls view the decline as a buying opportunity ahead of results.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. It operates through the Hard Disk Drives (HDD) segment. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digitals strong quarterly results and upbeat outlook drew attention, but the stock sold off despite the beat. Traders are debating whether higher capital spending, potential industry supply growth and broader AI-sector weakness outweigh robust storage demand, while some see the decline as an unjustified sell-the-news reaction.

Rolls-Royce Holdings Plc designs, develops, manufactures, and services integrated power systems for use in the air, on land, and at sea. The company operates its business through following segments: Civil Aerospace, Power Systems, and Defense. The Civil Aerospace segment offers commercial aero engines and aftermarket services. The Power Systems segment includes engines, power systems and nuclear systems for civil power generation. The Defense segment consists of military aero engines, naval engines, submarines and aftermarket services. The company was founded in March 1906 and is headquartered in London, the United Kingdom.

Rolls-Royce Holdings Plc - ADR

An oil-price spike and broader market/aviation-sector weakness are being blamed for Rolls-Royces sharp pullback, with traders debating whether higher fuel costs could weigh on airline flying hours and service revenue. Many long-term holders say the companys fundamentals remain intact and are buying the dip, while others worry about continued selling and valuation.

Deckers Outdoor Corp. engages in the business of designing, marketing, and distributing footwear, apparel, and accessories developed for both everyday casual lifestyle use and high performance activities. It operates through the following segments: UGG Brand, HOKA Brand, Teva Brand, Sanuk Brand, Other Brands, and Direct-to-Consumer. The UGG Brand segment offers a line of premium footwear, apparel, and accessories. The HOKA Brand segment sells footwear and apparel that offers enhanced cushioning and inherent stability with minimal weight, originally designed for ultra-runners. The Teva Brand segment focuses on the sport sandal and modern outdoor lifestyle category, such as sandals, shoes, and boots. The Sanuk Brand segment originated in Southern California surf culture and has emerged into a lifestyle brand with a presence in the relaxed casual shoe and sandal categories. The Other Brands segment includes the Koolaburra by UGG brand. The Direct-to-Consumer segment consists of retail stores and e-commerce websites. The company was founded by Douglas B. Otto in 1973 and is headquartered in Goleta, CA.

Deckers Outdoor Corp.

Deckers latest results missed sales expectations and came with a lower revenue outlook amid price-conscious shoppers and heavier footwear promotions, despite an earnings beat and higher EPS guidance partly supported by tariff refunds. Traders are divided between viewing the selloff as an overreaction given the companys brands, balance sheet and buybacks, and worrying that consumer caution and slower HOKA and UGG growth could weigh on sales.

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 record-high breakout, alongside chatter about strong demand and limited availability for its new foldable iPhone Duo, is drawing attention. Traders debate whether the stocks resilience amid weakness in tech reflects defensive appeal and product demand or an expensive, positioning-driven move.

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

A sharp selloff amid broader weakness in semiconductor and AI stocks is driving attention, with traders also citing a Susquehanna price-target cut and focusing on Intels earnings. The community is split between viewing the decline as a buying opportunity and expecting further downside, with many attributing the pressure to the wider market or short-selling.

SOXX, SOXL, SMH Plunge As Chip Stocks Sell Off Amid Supply Chain Concerns

The decline appears tied to a broad semiconductor selloff after Lam Research flagged component supply constraints extending into 2027; traders also pointed to concerns about the pace and financing of AI infrastructure spending.

SOXX, SOXL, SMH Plunge As Chip Stocks Sell Off Amid Supply Chain Concerns 

Equity

The iShares Semiconductor ETF fell nearly 7% at close, while the Direxion Daily Semiconductor Bull 3X Shares plunged more than 20%, and the VanEck Semiconductor ETF fell nearly 6%.

Ultra Clean to Report Q3 Earnings: Can Strong Revenues Drive Growth?

UCTT is set to report Q3 2026 results, with semiconductor demand and AI investments supporting growth, while working capital and cost pressures pose risks.

Intel (INTC) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

Intel (INTC) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Mobileye Achieves First TV SD Inspection Certificate for ADAS Development

Mobileye, a global leader and pioneer in advanced driving assistance tech, has achieved the first inspection certificate from safety auditor TV SD for its automatic emergency braking development, a new milestone that reflects the increasing impact of the technology in saving lives around the world...

Nvidia Is Moving Deeper Into Intel, AMD Territory: Supermicro Rolls Out 256-CPU Vera Rack

Supermicro on Thursday announced a fully liquid-cooled rack built around 256 Nvidia Vera CPUs for agentic AI workloads.


Texas Instruments (TXN) Q3 Earnings and Revenues Top Estimates

Texas Instruments (TXN) delivered earnings and revenue surprises of +9.17% and +2.17%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Intel’s $28B Ohio Chip Project Hits Construction Milestone After Years Of Delays — Arizona Fab Targets 2028 Start

Intel's Ohio factory, originally expected to begin production in 2025, is now targeting operations in 2030–2031 as the chipmaker looks to expand U.S. manufacturing capacity.

AMD, QCOM Targets Raised While INTC, COHR Face Cuts — Susquehanna Sees ‘Modest Upside’ For Chip Earnings

Susquehanna expects AI demand to drive semiconductor earnings upside in the third quarter, even as its price-target revisions diverge across major chipmakers.

CRWV, NBIS, NVDA Jump Overnight: Musk Says SpaceX Could Rent Compute ‘Several Times Over,’ Analyst Dismisses Glut Fears 

Analyst Gene Munster called compute oversupply fears “off base,” highlighting profitable growth in SpaceX’s Super Intelligence business.

Amkor's AI Packaging Growth Accelerates: Can the Momentum Last?

AMKR's AI packaging growth accelerates as Computing revenues are projected to rise nearly 30% sequentially in Q3, but heavy capex and factory ramps pose risks.

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.

Bullish Sentiment

<ul class="summary-bullets"><li>LAM Research CEO Tim Archer said in the earnings call with investors that going into 2027, the company sees “supply chain constraints for certain components continuing to limit chip makers.”</li><li>Shares of Nvidia, Micron Technology, and Advanced Micro Devices plunged following the comments, alongside other chip stocks.&nbsp;</li><li>Semiconductor companies had turned green earlier this week after a sharp selloff last week.&nbsp;</li></ul>Semiconductor stocks reversed an early-week leg up, with major companies and exchange-traded funds plunging on Thursday after LAM Research CEO Tim Archer stoked supply chain concerns.&nbsp;In the earnings call with investors, Archer said that going into 2027, the company sees “supply chain constraints for certain components continuing to limit chip makers and equipment companies' ability to fully meet end demand.”<h2 class="st-heading-2">Chip Stocks Plunge Following Remarks</h2>Shares of major chipmakers plunged at Thursday's close amid growing concerns about supply chain constraints in the industry.&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia Corp. (NVDA)</a> shares fell more than 4% at close, while&nbsp;<a href="https://stocktwits.com/symbol/MU">Micron Technology Inc. (MU)</a> tumbled more than 6% and&nbsp;<a href="https://stocktwits.com/symbol/AMD">Advanced Micro Devices Inc. (AMD)</a> fell by over 8%.&nbsp;Shares of other prominent semiconductor companies, including&nbsp;<a href="https://stocktwits.com/symbol/INTC">Intel Corp. (INTC)</a>,&nbsp;<a href="https://stocktwits.com/symbol/AVGO">Broadcom Inc. (AVGO)</a>,&nbsp;<a href="https://stocktwits.com/symbol/MRVL">Marvell Technology Inc. (MRVL)</a>, and&nbsp;<a href="https://stocktwits.com/symbol/QCOM">Qualcomm, Inc. (QCOM)</a> also closed lower.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261023_064934438_87fce9c492.png" alt="koyfin_20261023_064934438.png" width="2400" height="1500"></figure>Meanwhile, chip-related ETFs also declined at Thursday's close. The&nbsp;<a href="https://stocktwits.com/symbol/SOXX">iShares Semiconductor ETF (SOXX)</a> fell nearly 7% at close and continued to decline overnight. The&nbsp;<a href="https://stocktwits.com/symbol/SOXL">Direxion Daily Semiconductor Bull 3X Shares (SOXL)</a> plunged more than 20%, while&nbsp;<a href="https://stocktwits.com/symbol/SMH">VanEck Semiconductor ETF (SMH)</a> fell nearly 6% at close.&nbsp;<h2 class="st-heading-2">Chip Stocks Pare Back Early Week Gains</h2>Semiconductor companies reversed to green earlier this week after a sharp selloff last week.&nbsp;“Investors have rotated from Mag Seven to tech more broadly as the AI ecosystem has produced more durable earnings than initially perceived,” Joe Gilbert, portfolio manager at Integrity Asset Management, reportedly told Bloomberg.&nbsp;“It is possible to get robust earnings growth with cheaper multiples, especially with higher rates outside of the Mag 7,” he added.<h2 class="st-heading-2">What’s Retail Saying About The Chip Sector?</h2>On Stocktwits, retail sentiment around SOXX and SOXL was ‘extremely bullish’ at the time of writing, while SMH was in ‘bullish’ territory.&nbsp;One user&nbsp;<a href="https://stocktwits.com/undefeatedchamp/message/667182471">said</a>, “We just might get that dip we have been waiting for. Have your pile of cash ready. $SOXX $SMH $MU.”Another user&nbsp;<a href="https://stocktwits.com/Dark_Prince/message/667187385">said</a>, “$SMH 170 last year during tariffs. We are still a 3x from that. So bulls should be all fine imo. Right?”Meanwhile, retail sentiment around NVDA, AMD and INTC was ‘bullish’ at the time of writing, while it was ‘bearish’ for MU and MRVL.&nbsp;Retail sentiment on Stocktwits for AVGO and QCOM was ‘extremely bearish.’For updates and corrections, email newsroom[at]stocktwits[dot]com.

Semiconductor and circuit board with data flowing. (Stock Photo Source: Getty Images)

Advanced Micro Devices Inc

Broadcom Inc

Intel Corp

Marvell Technology Inc

Micron Technology Inc

Qualcomm, Inc.

VanEck Semiconductor ETF

Direxion Daily Semiconductor Bull 3X Shares

iShares Semiconductor ETF

$UBER only

$INTC only

Both $UBER and $INTC

Neither

Nancy Pelosi recently disclosed trades in both Uber ($UBER) and Intel ($INTC) - are you following her into either? Cast your vote below.

Are you following Nancy Pelosi into her latest trades - Uber ($UBER) and Intel ($INTC)?

Stocktwits

Uber Technologies Inc

Are you following Nancy Pelosi into her latest trades - Uber (

Stocktwits Polls

Traders are closely watching a critical support level as the stock touches its 200-day moving average amid intense downward pressure.

Many investors are pinning their hopes on the upcoming earnings report to reverse the recent month-long slide and justify current valuations.

A vocal contingent of bulls remains convinced that naked shorting is driving the price down and that a forced covering event is imminent.

Aggressive debates surround market mechanics as some traders allege intentional manipulation through failed-to-deliver shares and algorithmic pressure.

Feed

News

Sentiment

Earnings

NewFutures

Fundamentals

Info

INTC News