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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 AI and semiconductor selloff as investors question whether heavy data-center spending and borrowing will generate adequate returns. Traders debate bubble and valuation risks against the view that chip demand remains strong, with upcoming results seen as a test of the outlook.

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 quarterly earnings beat estimates, but traders focused on softer forward gross-margin guidance tied to rising memory costs; weaker iPad, wearables and China results added to concerns. Bulls point to strong iPhone demand and record revenue, while bears argue the margin outlook and valuation outweigh the beat.

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 all-stock agreement to acquire Lumentum has sparked a sharp selloff, with traders focused on shareholder dilution, the deals scale, and the long path to closing. Others see strategic value in combining Marvells chips and networking with Lumentums optical technology for AI data centers, but debate whether those benefits justify the 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

AMDs upcoming earnings and guidance are in focus after Intels weak outlook helped fuel a semiconductor selloff, with traders watching whether AMDs AI and data-center demand can show that Intels warning is company-specific. The community is split between dip-buyers expecting strong results and traders concerned that sector weakness, valuation, or cautious guidance could outweigh an earnings beat.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

A strong quarterly earnings report, record bookings, and a raised fiscal-year outlook have put AEHRs AI-chip testing demand in focus. Traders are weighing the strong fundamentals and after-hours rebound against concerns about the stocks high valuation, volatility, and weakness in the broader market.

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

SPY is under pressure as traders focus on a broad tech and AI-stock selloff, with concerns about AI spending and valuations compounded by uncertainty around the Iran conflict and midterm elections. The discussion is split between bearish calls for further declines and hopes for an oversold bounce or relief rally if geopolitical and election risks ease.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantirs quarterly results beat expectations and its raised outlook reflected strong AI-driven commercial growth, but the shares fell as traders debated whether that performance was already priced in. Bears point to the stocks high valuation and slower contract-value growth, while bulls emphasize accelerating revenue and enterprise adoption.

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

Direxion Daily Semiconductor Bull 3X Shares

A sharp selloff in semiconductor stocks, amid concerns that AI spending and chip demand may not meet expectations, has intensified losses in SOXL, which magnifies daily moves through 3x leverage. Traders are split between expecting further downside and treating the pullback as an oversold buying opportunity, with many warning that leverage and decay make holding through volatility especially risky.

lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.

Lululemon Athletica inc.

Lululemon Athletica Inc

Michael Burrys tax-loss sale and possible return after the wash-sale period are a major focus, with traders debating whether his exit signals further weakness or could mark capitulation. The discussion also reflects concerns about slowing demand, margin pressure and competition, while bulls argue the steep selloff has made LULU undervalued and oversold.

Select Sector SPDR Trust (The) - State Street Consumer Staples Select Sector SPDR ETF

Consumer Staples Select Sector SPDR Fund

XLP is drawing attention as investors rotate toward defensive consumer staples amid weakness in technology and broader risk-off concerns, with traders also highlighting its rebound from support and push to new highs. The rally has bullish momentum, but some caution that the trade is crowded and staples valuations look stretched.

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CRWD, PANW, OKTA Stocks Have Doubled This Year — Here’s What’s Driving The Cybersecurity Rally

Equity

According to analysts at IO Fund, the first major driver behind the rally is the growing use of AI in cyberattacks and the expanding attack surface companies now have to defend.

JPMorgan Says AI Boom Is Driving A ‘Rare’ Profit Cycle — But There’s A Big Risk Investors Should Watch

JPMorgan said that as the AI trade gets bigger, it is watching rising funding costs and growing reliance on debt.

Beyond Nvidia And Hyperscalers: Beth Kindig Sees A $1 Trillion AI Infrastructure Opportunity For These Stocks

Kindig said in a recent note that shifting AI spends could create a massive opportunity for companies supplying the servers, CPUs, networking, and more.

GOOGL Market Cap Drops Nearly $500B After Google Search Fell Below 50% Of Alphabet's Revenue — David Sacks Explains Why That's A Good Thing

Sacks said that investors may be reading too much into Google Search’s share in Alphabet’s overall revenue dropping below the 50% level.

Weeks Ahead Of Expected Anthropic IPO, DeepSeek Launches Autonomous Coding Agent To Take On Claude Code

The open-source “Super-Agent” concept, developed by DeepSeek’s Harness team, is designed to keep working across group chats, GitHub and other developer tools.

Dan Ives Says Anthropic IPO Faces A ‘Perfect Storm’ — Aswath Damodaran Warns ‘If One Falls, They Drag The Others Down’

Ives’ and Damodaran’s comments come after a report by The Financial Times stated that according to Blackstone, Anthropic may not secure an investment-grade rating immediately after going public.

Google Just Got AI To Talk From Space — Project Suncatcher Scores First In-Orbit TPU Response After SpaceX Launch

The breakthrough came weeks after Google's prototype satellite launched into orbit aboard a SpaceX rideshare mission.

ETFs to Buy as Microsoft Shares Gain 4% Post Q1 Earnings Beat

Microsoft shares jump 4% after an earnings beat, while rising cloud demand puts the spotlight on four ETFs offering diversified exposure to MSFT.

Should You Invest in the iShares U.S. Technology ETF (IYW)?

GOOGL's $250B AI Chip Opportunity Takes Aim At NVDA — Beth Kindig Says Google Is Going After ‘One Of The Most Profitable Hardware Businesses’

Kindig said Google's advantage may not come from simply building a faster accelerator, but from attacking the economics of AI infrastructure.

iShares Trust - iShares Dow Jones U.S. Technology Sector Index Fund

Neutral Sentiment

<ul class="summary-bullets"><li>CrowdStrike’s 2026 Global Threat Report, cited by IO Fund, found that AI-enabled adversaries increased their operations by 89% in 2025.</li><li>IBM’s research shows that one in four security breaches is now AI-enabled, with those incidents costing roughly $6 million on average, versus a $4.99 million global average.</li><li>The other major trend identified by IO Fund is happening inside corporate security departments, which is, customers are increasingly consolidating their spending across broader cybersecurity platforms.</li></ul>Cybersecurity stocks have emerged as some of the biggest winners of the artificial intelligence boom in 2026, with investors betting that the same technology transforming businesses is also creating a new wave of security threats.Okta Inc. (OKTA), CrowdStrike Holdings Inc. (CRWD) and Palo Alto Networks Inc. (PLTR) are up 141%, 114% and 99%, respectively, through Oct. 30. The First Trust NASDAQ Cybersecurity ETF (CIBR) is also up nearly 40%, far ahead of the Nasdaq 100’s roughly 11% gain.<a href="https://stocktwits.com/symbol/CRWD">CrowdStrike shares</a> closed more than 4% lower in Friday’s regular trading session,&nbsp;<a href="https://stocktwits.com/symbol/PANW">Palo Alto Networks shares</a> fell nearly 4%, while&nbsp;<a href="https://stocktwits.com/symbol/OKTA">Okta shares</a> fell over 6%.<h2 class="st-heading-2">AI Is Creating A Bigger Cybersecurity Problem, Say Analysts</h2>According to IO Fund, the first major driver behind the rally is the growing use of AI in cyberattacks and the expanding attack surface companies now have to defend.CrowdStrike’s 2026 Global Threat Report, cited by IO Fund, found that AI-enabled adversaries increased their operations by 89% in 2025. IBM’s research shows that one in four security breaches is now AI-enabled, with those incidents costing roughly $6 million on average, versus a $4.99 million global average.The threat is also pushing companies to increase spending. IO Fund cited IBM data showing that 85% of organizations plan to raise security spending after learning about the cyber capabilities of frontier AI models, up from 64% in 2025.The shift is becoming particularly important as companies deploy increasingly autonomous AI agents that can write code, access systems and perform tasks with limited human intervention.The firm also pointed to OpenAI CEO Sam Altman’s warning about the difficulty of securing increasingly capable AI systems: “I no longer think we’re gonna be able to just patch all the bugs,” Altman said during a speech at Stanford Graduate School of Business last month.IO Fund said Gartner expects spending on platforms designed to secure AI systems to climb from about $3 billion in 2026 to $7.7 billion in 2028, suggesting the emerging threat could translate into a substantial new security spending cycle.<h2 class="st-heading-2">Enterprises Are Spending More And Consolidating</h2>The other major trend identified by IO Fund is happening inside corporate security departments, which is, customers are increasingly consolidating their spending across broader cybersecurity platforms rather than buying a growing number of point solutions.CrowdStrike’s results offer one indication of the trend, the firm said, adding that CrowdStrike’s annual recurring revenue from its Falcon Flex offering topped $2.2 billion, up 101% year over year, while 51% of its subscription customers now use six or more modules.The firm added that Palo Alto Networks is seeing a similar shift. IO Fund noted that the company added roughly 220 platformization deals in its fiscal fourth quarter (Q4), more than double the pace from two years earlier. Net revenue retention among platformized customers exceeded 120%, while Prisma AIRS, its AI security platform, surpassed $100 million in annual recurring revenue.IO Fund added that AI may not simply create demand for a new category of security products, but it could also accelerate spending with vendors that can secure multiple parts of an enterprise’s infrastructure.IO Fund estimates CrowdStrike’s revenue could grow at a 23% compound annual rate through fiscal 2029, more than twice Gartner’s projected 11% annual growth for the overall cybersecurity market. Okta and Tenable are expected to grow at roughly 10% and 7%, respectively.The Global X Artificial Intelligence &amp; Technology ETF (AIQ) fell about 4.45% on Friday, while the iShares U.S. Technology ETF (IYW) fell nearly 4.33%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/what-to-expect-markets-this-week-nov-1-2026/cNGes4VR923">What To Expect In Markets This Week: AAPL, PLTR, AMD, SMCI, SHOP, Earnings, Jobs Report And More</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the CrowdStrike Holdings logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

First Trust Exchange-Traded Fund III - First Trust NASDAQ Cybersecurity ETF

Crowdstrike Holdings Inc

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Okta Inc

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