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Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A sharp Nasdaq-100 selloff has traders focused on heavyweight tech earnings and concerns that soaring AI spending may not deliver returns fast enough, with some attributing added pressure to month-end liquidation and margin calls. The community is split between fears of a deeper AI-led correction and dip buyers looking for a rebound.

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 weak fourth-quarter outlook, citing soft PC demand and manufacturing constraints, has driven a steep selloff, with analyst downgrades adding pressure. Traders are split between calling the drop an overreaction and buying the dip versus warning of further downside, while some see the move as part of a broader tech and semiconductor rout.

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

A sharp, tech-led market selloff has put SPY in focus, with traders connecting the pressure to Amazon and Intel results and renewed concerns that heavy AI spending may not pay off. The discussion is largely bearish, with crash and liquidation fears competing against calls to buy the dip and expectations of a relief bounce.

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

A broad tech and semiconductor selloff has weighed on Nvidia, as concerns about Big Techs heavy AI infrastructure spending and uncertain returns are compounded by fallout from Amazon and Intel results. Traders are divided between warning that the AI trade is a bubble and viewing the decline as an overreaction or buying opportunity, with some arguing AI demand remains intact.

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

Direxion Daily Semiconductor Bull 3X Shares

SOXL is under pressure amid a broad semiconductor and tech selloff, with traders repeatedly pointing to Intels weak outlook and softer PC demand as a drag on chip sentiment, alongside concerns about AI valuations. Its 3x leverage magnifies the downturn; the community is split between dip buyers anticipating a rebound and bears warning of further losses and leverage decay.

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 sharply despite a strong quarterly beat, upbeat guidance and an announced 8-for-1 split, as traders debate whether the drop reflects a broader tech and AI-stock unwind or concerns that memory pricing and earnings growth are nearing a cyclical peak. Many call the decline an overreaction and are buying the dip, while bears point to slowing growth and possible peak-cycle risks.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit shares plunged after its quarterly report paired strong results with a weaker-than-expected outlook, declining Google search referrals and signs of slowing user growth; plans to push users toward a logged-in experience added concern about traffic and ad reach. Traders are split between calling the selloff an overreaction given Reddits growth and profitability, and warning that search dependence and potential user losses threaten future growth.

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 technology and semiconductor selloff as investors question AI spending returns and elevated chip valuations, with Intels weak outlook adding to sector pressure. Traders disagree over whether AMDs decline is justified or sympathy selling ahead of its earnings report, citing its data-center opportunity as a counterpoint.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovins steep selloff ahead of its earnings report is driving discussion, with traders pointing to analyst price-target cuts and concerns about ad-tech peers results and the broader market. Bulls argue the decline has made the companys valuation compelling, while bears fear weak results or guidance could bring further pressure.

Bitcoin (BTC) is a cryptocurrency launched in 2010. Users are able to generate BTC through the process of mining. Bitcoin has a current supply of 20,105,365. The last known price of Bitcoin is 76,874.98691422 USD and is down -4.82 over the last 24 hours. It is currently trading on 12773 active market(s) with $58,826,736,014.03 traded over the last 24 hours. More information can be found at https://bitcoin.org/.

Bitcoin

Bitcoins selloff is being linked mainly to a reported major Binance security breach, with traders also citing leveraged liquidations and weakness in tech stocks as added pressure. The community is split between fears of further selling and exchange-related security risks, and dip-buyers arguing the incident affected Binance rather than Bitcoin itself and that the price has held up relatively well.

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NEE Stock Gains Attention: CEO Flags ‘Accelerating’ US Electricity Demand 

Equity

Speaking on the first-quarter earnings call, Ketchum said utilities must quickly expand capacity while keeping electricity affordable.


Utilities ETF (JXI) Hits New 52-Week High

iShares Trust - iShares Global Utilities ETF

Neutral Sentiment

<ul class="summary-bullets"><li>CEO John Ketchum noted NextEra’s focus on operational efficiency and scale to deliver reliable electricity across its 49-state footprint.&nbsp;</li><li>Florida Power &amp; Light remains a key growth driver, adding nearly 100,000 customers in Q1.</li><li>NextEra plans to invest $90 billion to $100 billion in Florida infrastructure through 2032.</li></ul>NextEra Energy Inc. (NEE) stock is gaining momentum as the company’s Chairman, President and CEO John Ketchum emphasized that electricity demand across the United States is accelerating rather than slowing.Speaking during the first-quarter (Q1) earnings call, Ketchum said that utilities must now prioritize both rapid capacity expansion and affordability as consumption trends strengthen across residential, commercial, and industrial sectors.<h2 class="st-heading-2">Balancing Growth With Affordability</h2>NextEra sees a sustained multi-year opportunity driven by rising electrification needs and population growth. Ketchum emphasized that the company is positioning itself to meet surging demand while maintaining cost discipline for customers.&nbsp;<blockquote>“Two things could not be clearer to me. First, demand for electricity in this country is not slowing down. In fact, it's accelerating. Our customers need power now, and speed to power is essential.”-John Ketchum, Chairman, President and CEO, NextEra Energy</blockquote>He highlighted operational efficiency and scale as key advantages, enabling the utility to deliver reliable power across a broad geographic footprint spanning 49 U.S. states.The company’s Florida utility segment, Florida Power &amp; Light (FPL), remains a core growth engine. FPL has added nearly 100,000 customers in Q1. The utility’s approach combines diversified energy sources with grid resilience to ensure stable pricing and reliability.<a href="https://stocktwits.com/symbol/NEE">NextEra stock&nbsp;</a>edged 0.04% lower in Friday’s premarket. On Stocktwits, retail sentiment around the stock remained in “extremely bullish” territory. Retail message shot up 1,150% in 24 hours.&nbsp;<h2 class="st-heading-2">NEE’s Massive Investment Pipeline In Florida</h2>Ketchum said NextEra expects to invest between $90 billion and $100 billion through 2032, largely focused on expanding Florida’s energy infrastructure. This includes new generation capacity and transmission upgrades designed to support rapid population and economic expansion in the state.&nbsp;“Earlier this month, FPL filed its annual 10-year site plan, detailing its approach to reliably and cost-effectively meet the growing need for electricity in Florida. The plan shows roughly 4 gigawatts of new gas-fired generation, complementing over 12 gigawatts of solar and over 7 gigawatts of storage solutions over the next 10 years which would further diversify FPL's generation fleet,” Ketchum added.&nbsp;<h2 class="st-heading-2">NEE’s Q1 Financial Performance&nbsp;</h2>NextEra Energy reported a 3% year-on-year increase in Q1 revenue to $6.7 billion and an adjusted earnings per share (EPS) of $1.09. While EPS exceeded analysts’ consensus estimates of $1.03, revenue missed the $7.09 billion estimate.&nbsp;FPL posted net income of $1.462 billion. NextEra Energy Resources reported a record quarter for renewable and storage development, adding 4 gigawatts to its backlog, bringing the total to approximately 33 gigawatts.NEE stock has gained over 19% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mbly-stock-heads-toward-another-green-week-goldman-sachs-sees-boost-from-next-gen-tech-robotaxi-platform/cZBWxCRReTo">MBLY Stock Heads Toward Another Green Week: Goldman Sachs Sees Boost From Next-Gen Tech, Robotaxi Platform</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the NextEra Energy logo is seen displayed on a smartphone screen.

NEE Stock - Speaking on the first-quarter earnings call, Ketchum said utilities must quickly expand capacity while keeping electricity affordable.

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NextEra Energy Inc

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Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

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Current Price	$83.01
Prev Close	$82.64
Open	$82.75
Dividend Yield	N/A
50-Day Moving Average	$80.17
Beta	N/A
Avg. Volume	96,598.07
PE Ratio	N/A

52-Week High	$90.09
52-Week Low	$76.18
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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