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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 selling off with the semiconductor sector after Intels disappointing results and guidance heightened concerns about chip demand and AI spending. Traders disagree over whether the move is sympathy selling or a warning for AMD, with the companys Q3 results and guidance in focus; some see a buying opportunity while others cite valuation and downside risk.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells announced all-stock acquisition of Lumentum to expand in AI data-center optics is driving attention, as traders focus on dilution, the deals scale, and its lengthy closing timeline amid a sharp selloff. Some see the move as an expensive, risky deal for shareholders, while others argue the strategic fit could strengthen Marvells position in AI connectivity over the long term.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

CEO Wes Cummins comments that roughly 800 MW of planned data-center capacity still needs financing have heightened concerns about borrowing costs, debt and possible dilution amid a broader AI-infrastructure selloff. Traders are split between seeing financing as an execution risk and arguing that long-term leases and demand remain intact.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Marvells agreed all-stock acquisition of Lumentum is driving attention, with the shares selling off as traders focus on the fixed exchange ratio, exposure to Marvells stock, and the long wait for closing. Many see the terms as unfavorable to Lumentum holders, while others argue the combination has strategic value in AI optics and are buying the decline.

Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

The steep selloff is widely attributed by traders to Usonas competing NDA filing and concern that Compass Pathways has yet to complete its own NDA submission. The community is divided over how serious the competitive threat issome see Usona as a first-mover risk, while others point to differences in indications and Usonas nonprofit structureand is looking for management to clarify Compasss regulatory timeline.

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 amid a sharp, volatile retreat alongside AI and optics stocks, with traders debating whether concerns about AI spending and valuations justify the selloff or whether it is an opportunity ahead of earnings. Bulls point to data-center transceiver demand and capacity expansion, while bears focus on customer concentration, dilution and execution 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.

Intel Corp

Intels sharp selloff is being tied to a weaker-than-expected fourth-quarter outlook, with supply constraints and softer PC demand weighing despite a strong recent quarter. Traders are split between viewing the decline as an oversold buying opportunity and expecting further losses, amid broader pressure on technology and semiconductor stocks.

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 under pressure alongside other AI data-center and neocloud stocks, with traders focused on whether its upcoming earnings and guidance can demonstrate execution and a credible funding path for expansion amid high capital needs. The selloff has fueled fears of further losses and dilution, while some holders argue that contracted AI demand and the companys infrastructure remain valuable.

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 amid fears that Kioxias cautious outlook signals slowing NAND pricing growth, adding to broader weakness in memory and AI-related stocks despite SanDisks strong results and guidance. Traders are divided between concerns that earnings growth may be peaking and bullish arguments that demand and company fundamentals remain strong.

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 fiscal Q4 earnings report is the dominant focus, with traders weighing holiday-quarter guidance and iPhone Duo demand against rising memory costs and a high valuation. Views are sharply split between hopes that a strong report will sustain the stocks relative strength and fears of a post-report pullback, with many seeing Apple as a potential driver of broader tech and index direction.

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Why Did RDDT, IREN, MBLY Stocks Tumble To 52-Week Lows Last Week?

IRENs weakness appears tied to concerns about high borrowing costs and financing its capital-intensive infrastructure expansion, with uncertainty ahead of quarterly earnings adding pressure. B. Riley cut its price target to $64 from $91 while retaining a Buy rating.

Why Did RDDT, IREN, MBLY Stocks Tumble To 52-Week Lows Last Week? 

Equity

Investors were worried about growth in social media, data centers and self-driving technology. 


MSTR Q3 Earnings Beat Estimates on Bitcoin Gains Despite Revenue Miss

Strategy's earnings surge 431.5% as bitcoin gains drive profitability, while subscription growth and expanding BTC holdings shape its results.

Cipher Digital Gears Up to Report Q3 Earnings: What's in Store?

Cipher Digital's Q3 results may reflect its shift to HPC leasing, with new data center rental income, declining mining revenues and rising construction costs in focus.

IREN Limited (IREN) Expected to Beat Earnings Estimates: What to Know Ahead of Q1 Release

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

Nebius vs. IREN: Which AI Infrastructure Stock is the Better Buy?

NBIS and IREN are expanding AI infrastructure amid surging demand, but differences in revenue growth, financing needs and valuation set the two stocks apart.

CRWV, NBIS, IREN, APLD Stocks Drop After Microsoft Capex Falls Short On Delayed Third-Party Capacity

In a Stocktwits poll, half of traders believe neocloud stocks have already hit bottom.

IREN Stock Climbs After It Borrows Against Its GPU Fleet To Fund AI Expansion

The deal was funded by six lenders led by Eldridge Capital Management and Silver Point Capital, and arranged by Wingspire Equipment Finance.

IREN and Wingspire Equipment Finance Complete $363 Million Financing for High-Density AI Compute Assets

Wingspire Equipment Finance and IREN Limited (NASDAQ: IREN) (IREN) announced the closing of a $363 million equipment financing transaction supporting IRENs AI compute business.The Equipment Finance Agreement refinanced recently acquired, revenue-generating AI compute infrastructure, including...

MU, SNDK, Neocloud Stocks Extend Gains On Anthropic Boost, SK Hynix Q3 Stunner; Jim Cramer Urges Caution

Anthropic’s S-1 filing offered investors fresh evidence of the scale of demand for AI computing infrastructure.


Zacks Investment Ideas feature highlights: Nebius, IREN, CoreWeave and Meta Platforms

Nebius, IREN and CoreWeave rebound despite Elon Musk's warning on neocloud debt risks, as investors weigh AI spending and tightening credit markets.

Neutral Sentiment

<ul class="summary-bullets"><li>Reddit stock faced pressure as Google search referrals fell by over 1 million users weekly in October.&nbsp;</li><li>IREN shares fell to a yearly low of $23.06 ahead of earnings amid concerns about high borrowing costs.&nbsp;</li><li>TD Cowen downgraded Mobileye to ‘Hold’ on product delays and competitive pressures.&nbsp;</li></ul>Reddit (RDDT), IREN (IREN) and Mobileye (MBLY) shares hit fresh 52-week lows on Friday as investors weighed weakening Google search traffic, rising infrastructure financing costs and delayed automotive technology rollouts.&nbsp;Reddit stock crashed 29%, while IREN and Mobileye stocks dropped 8% and 7%, respectively.&nbsp;<h2 class="st-heading-2">Reddit: Strong Earnings Fail To Offset Search Traffic Concerns</h2><a href="https://stocktwits.com/symbol/RDDT">Reddit stock</a> declined to an annual low of $89.28 despite a strong third quarter (Q3). Revenue climbed 53% year-on-year to $895 million, supported by advertising revenue of $847 million, up 54%. Net income increased 75% to $283 million, or $1.40 per diluted share.However, CEO Steve Huffman&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rddt-stock-drops-as-soft-q4-revenue-guidance-search-traffic-decline-and-logged-in-only-transition-weigh/cZUXTMwR9Rh">disclosed</a> that Google-related search referrals had fallen by more than 1 million users weekly on average during October. The decline mainly affected visitors browsing Reddit without logging in. The company warned that Q4 daily active unique visitors could fall by a low-double-digit percentage from its Q3 level of 130.3 million. Its revenue outlook of $1 billion to $1.03 billion also missed Wall Street's $1.05 billion estimate.KeyBanc downgraded RDDT to ‘Sector Weight’ from ‘Overweight’ due to uncertainty around future growth. Raymond James reduced its price target to $150 from $205 but maintained ‘Strong Buy’. On Stocktwits, retail sentiment around the stock remained ‘extremely bullish’.&nbsp;<h2 class="st-heading-2">Financing Costs Pressure IREN’s Infrastructure Expansion</h2><a href="https://stocktwits.com/symbol/IREN">IREN stock</a> also reached a yearly low of $23.06 as investors reassessed companies developing high-performance computing and digital infrastructure. Data center construction requires a large upfront investment, making businesses in the sector vulnerable to high borrowing costs and tighter financing conditions.B. Riley slashed its price target on IREN to $64 from $91 but retained its ‘Buy’ rating, still implying a 178% upside potential from the stock’s last close. The firm believes investors are assigning little value to IREN's future development pipeline. It also suggested that construction financing could provide temporary funding rather than become a permanent debt burden.The company is scheduled to report its Q1 earnings on Nov. 5, and analysts see $221.71 revenue with a loss of $0.76 per share, according to Fiscal.ai. Retail sentiment around the stock dropped to ‘bearish’ from ‘bullish’.&nbsp;<h2 class="st-heading-2">Mobileye Battles Automaker Delays&nbsp;</h2><a href="https://stocktwits.com/symbol/MBLY">Mobileye stock</a> touched a record low of $5.76 after narrowing its 2026 revenue outlook to $1.995 billion - $2.02 billion. Investors are worried that Western automakers are taking longer to adopt its products, while competition and pricing pressures are increasing in the self-driving technology market.TD Cowen downgraded MBLY to ‘Hold’ from ‘Buy’ and trimmed its price target to $7 from $8. The firm pointed to repeated delays in the rollout of SuperVision and Chauffeur products. Oppenheimer kept its ‘Outperform’ rating but lowered its price target to $16 from $27, saying the sharp drop in the stock could offer a good buying opportunity for long-term investors.&nbsp;Retail sentiment around the stock turned ‘neutral’ from ‘bullish’.&nbsp;So far this year, RDDT, IREN and MBLY stocks have declined between 36% and 60%.&nbsp;&nbsp;Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-mo-gild-xom-stocks-surge-to-52-week-highs-last-week/cNG91e0R92X">Why Did MO, GILD, XOM Stocks Surge To 52-Week Highs Last Week?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A smartphone displays the logo of Reddit Inc. (Photo illustration by Cheng Xin/Getty Images)

Reddit (RDDT), IREN (IREN) and Mobileye (MBLY) shares hit fresh 52-week lows on Friday as investors weighed weakening Google search traffic, rising infrastructure financing costs and delayed automotive technology rollouts.

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Reddit Inc

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AI infrastructure stocks are under pressure this week - what have you been doing?

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Stocktwits Polls

Traders are struggling as data center stocks decouple from broader market gains and face heavy downward pressure from algos.

Investors are nervous ahead of upcoming earnings, questioning if financial results will validate valuations or trigger further liquidation.

Some bargain hunters are aggressively DCAing or buying the dip, banking on a violent rebound before the end of the year.

Discussion is heating up regarding how geopolitical tensions, oil price fluctuations, and election-year volatility are impacting sentiment.

Bullish supporters highlight potential infrastructure and data center demand from partnerships like Microsoft and Antropic as long-term catalysts.

Current Price	$22.04
Prev Close	$23.95
Open	$24.14
Dividend Yield	0.00%
50-Day Moving Average	$37.79
Beta	3.07
Avg. Volume	35.99M
PE Ratio	-12.09

52-Week High	$76.87
52-Week Low	$23.06
Market Capitalization	$9.69B
EPS (Annual)	-$2.22
Price to Book	2.18
Revenue Per Employee	$1.01M

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