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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

Fears that a Democrat-controlled Congress could tighten AI and data-center rules, slowing infrastructure spending, are weighing on Nvidia alongside broader semiconductor weakness. Traders are split between concerns about a prolonged buildout slowdown and dip-buyers who argue AI demand will persist and the political fears are overstated.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron is selling off with semiconductor peers as traders worry that election results and proposals for tighter data-center oversight could slow AI infrastructure spending and weaken future memory demand. Bulls call the decline an overreaction given continuing AI demand and Microns fundamentals, while bears see risks to the AI trade and the memory cycle.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius is caught in a selloff across AI infrastructure and neocloud stocks as traders weigh election-related fears that political and local opposition could constrain data-center expansion. Bulls argue Nebiuss international footprint and ongoing compute demand limit the risk, while bears point to permitting, financing and project-execution concerns.

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

Concerns that election results could bring tighter oversight or delays for AI data-center construction are weighing on SNDK and other memory stocks. Traders disagree over whether the buildout risk justifies the selloff: bears see further downside, while bulls point to memory demand and company fundamentals as reasons to buy the dip.

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 proposed all-stock acquisition of Lumentum is the dominant focus, with traders worried about dilution, the deals cost and lengthy approval process. The concerns are compounded by a broader semiconductor selloff and uncertainty about AI data-center expansion, while some investors argue the combination could strengthen Marvells optical-infrastructure business over the long term.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

SMCI sold off sharply despite a strong earnings beat and raised outlook, with concerns about compressed margins and reliance on a major customer weighing on the results. Traders also debate whether election-related worries about data-center expansion and broader AI-sector weakness drove the decline; some call the move disconnected from fundamentals, while others remain bullish on growth.

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

Direxion Daily Semiconductor Bull 3X Shares

SOXL is under pressure as traders connect the semiconductor selloff to fears that Democratic control of Congress could bring tighter limits on AI data centers and slow the buildout. The community is split between warnings that the AI trade is breaking down and dip buyers who view the reaction as overdone, arguing that chip demand remains strong.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLASs upcoming Phase 3 REGAL topline results for GPS dominate discussion, with traders debating whether the trial will succeed and whether CEO comments signal confidence; the recent SLS009 Phase 2 AML results are a secondary catalyst, praised by bulls but questioned by skeptics over subgroup data and historical comparisons. The conversation is highly speculative, with some traders also anticipating a buyout if the results are positive.

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 stronger-than-expected quarterly results and upbeat outlook, alongside an expanded share-repurchase authorization, sparked a sharp rebound after a steep decline. Bulls see evidence that growth remains strong, while skeptics warn the rally could fade and cite slower expected growth, higher AI costs, and valuation concerns.

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 strong quarterly results and upbeat data-center-led outlook are the main focus, but traders are frustrated that shares gave back much of their earnings-driven gains. The debate centers on midterm-related concerns about data-center regulation and broader semiconductor weakness, while bulls argue AI demand remains intact.

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Alibaba Wins Court Ruling Against Pentagon Restriction, But BABA Stock Dips Premarket Anyway

Equity

A U.S. judge ordered the government to stop enforcing a ban on the Pentagon doing business with any company that engages in “lobbying activities” for Alibaba.


LU Stock Surges Overnight: Retail Eyes Earnings For Clues As Sudden Rally Sparks Take-Private Speculation 

Lufax warned of a quarterly loss of 1.3 billion-1.7 billion yuan, driven by higher credit impairment losses and additional tax expenses.

Chinese Stocks BABA, JD, PDD Slide After Hong Kong Tech Index Falls Below 4,000, Even As US Market Edges Higher

Hong Kong’s Hang Seng Tech Index dropped 1.26% to 3,994.77, its lowest level since October 2024.


BABA Stock Spikes Overnight: Alibaba Takes On Nvidia With China's Most Powerful AI Chip Yet

China’s AI hardware push is gaining momentum as domestic chipmakers race to close the gap with Nvidia.


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BIDU Stock Plunges Premarket: Traders See Dip As ‘Gift’ Ahead Of Xi-Trump Summit

Baidu’s AI growth story and potential U.S.-China thaw are keeping retail traders bullish despite the sharp premarket pullback.


BABA Stock Crashes 10% In Hong Kong As $10B Equity Plan Triggers Dilution Fears: Retail Remains Firmly Bullish

The deal is the largest primary follow-on offering by a Hong Kong-listed company in history.


BIDU Rebounds After Q2 Selloff: Morgan Stanley Downgrades Stock, Sees More Earnings Pressure From AI Spending

Baidu faces declining sales even as its AI business grows on the back of high investment.

Best-Performing ETF Areas of July 2026 

Oil, rising yields and AI spending reshaped July's ETF winners. Here are the top-performing ETFs that thrived in a volatile month.

KraneShares Trust - KraneShares CSI China Internet ETF

Bullish Sentiment

<ul class="summary-bullets"><li>The Pentagon added Alibaba to its list of Chinese military-linked companies, known as the 1260H list, in June.</li><li>The ruling does not remove Alibaba from the blacklist itself.</li><li>Chinese tech stocks have faced a sharp selloff in recent months; BABA is down 31% year to date.</li></ul>Alibaba (BABA) shares fell 1.3% in early premarket trading on Tuesday, despite the Chinese tech giant winning a key legal challenge against the Donald Trump administration’s move to bar certain entities from doing business with it.&nbsp;Alibaba secured a court ruling on Monday blocking the administration from enforcing a restriction tied to its U.S. Department of Defense blacklist designation, Bloomberg reported.A federal judge in San Jose, California, ordered the administration to stop enforcing a ban on the Pentagon doing business with any company that engages in “lobbying activities” for Alibaba after a new U.S. law targeting entities allegedly aiding China’s military took effect in June.The ruling, however, does not remove Alibaba from the blacklist itself, according to the report. The Pentagon added Alibaba to its list of Chinese military-linked companies, known as the 1260H list, also in June. Alibaba has challenged that designation.&nbsp;<h2 class="st-heading-2">Chinese AI And Chip Stocks Extend Selloff</h2>The development failed to boost sentiment for BABA amid a challenging stretch for Chinese tech stocks.In recent months, investors have pulled back from Chinese AI and semiconductor names because of valuation concerns and persistent weakness in the Chinese economy.China’s STAR 50 index, which tracks leading AI and semiconductor companies, has tumbled 40% in less than four months, wiping out around $480 billion in market value, Reuters reported.The broader CSI 300 index has fallen about 20% from its June highs. China’s ChangXin Memory Technologies (CXMT), a closely watched memory chipmaker following its stellar IPO, has lost more than a quarter of its value over the past month, while robotics maker Unitree has shed half its value since its August listing.Chipmakers MetaX Integrated Circuits and Moore Threads Technology, which surged 700% and 400%, respectively, on their market debuts last year, have also lost roughly half their value since July.AI stocks account for 42% of China’s market&nbsp;capitalization and 57% of turnover across mainland-listed and Hong Kong-listed shares, according to Goldman Sachs data cited by Reuters.<h2 class="st-heading-2">Retail View On BABA, Chinese Tech Stocks</h2><a href="https://stocktwits.com/symbol/BABA"><a class="mention" data-mention="$BABA" data-symbol-id="BABA" href="https://stocktwits.com/symbol/BABA" target="_blank">BABA stock</a></a> fell nearly 9% last week to a three-month low, and it is currently down 31% year to date.On Stocktwits, retail sentiment for BABA was ‘neutral’ on Tuesday and has mostly stayed in that zone over the past month. The sentiment was ‘bearish’ for Baidu (BIDU) and ‘extremely bearish’ for KraneShares CSI China Internet ETF (KWEB).“$BABA such an easy short. just short it down every day,”&nbsp;<a href="https://stocktwits.com/Siren_bcrx/message/667417694">said</a> a trader, expressing frustration.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

A person holds a smartphone displaying the logo of Alibaba Group. CEO Eddie Wu said the company will increase investment in AI. (Photo by Cheng Xin/Getty Images)

A U.S. judge ordered the government to stop enforcing a ban on the Pentagon doing business with any company that engages in “lobbying activities” for Alibaba.

Alibaba Group Holding Ltd

Baidu Inc - ADR

KraneShares CSI China Internet ETF

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