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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

Nvidias sharp selloff is being tied by traders to fears that a Democratic sweep could bring tighter AI regulation or delay data-center projects, alongside broader doubts about AI spending and the sustainability of the chip rally. The community is divided between calling it an AI-bubble unwind and buying the dip on confidence in Nvidias long-term business.

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

A sharp broad-market selloff is being tied by traders to fears that the Democrats midterm gains could bring tighter AI rules and slow data-center investment, adding pressure to tech-heavy indexes. The community is split between seeing the drop as an overreaction and buying opportunity and expecting further losses amid uncertainty and an unwind in AI-related stocks.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQs sharp tech-led selloff is being tied by traders to fears that the Democratic midterm sweep could bring tighter AI and data-center rules and slow infrastructure spending, with semiconductor weakness adding pressure. The community is split between seeing a deeper correction and AI-trade unwind ahead and viewing the drop as an overreaction or dip-buying opportunity.

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

Microns sharp selloff is being tied by traders to fears that Democratic gains and calls for tighter AI regulation could slow data-center construction and weaken demand for AI-related chips and memory, amid a broader semiconductor and AI-trade unwind. The community is divided between viewing the drop as an overreaction and dip-buying opportunity because AI memory demand remains strong, and warning that weaker AI spending or a prolonged sector reset could bring further declines.

Iovance Biotherapeutics, Inc. engages in the development and commercialization of cell therapies using autologous tumor-infiltrating lymphocytes (TIL) for the treatment of cancer. Its products include Amtagvi (lifileucel), and Proleukin (aldesleukin). The firm also develops investigational TIL therapies for other solid tumor cancers. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Iovances quarterly results drew attention with record revenue growth, improved gross margins, and a longer cash runway, but the stock sold off despite the strong report. Traders debate whether broad biotech-market weakness and profit-taking drove the decline or whether concerns about Amtagvis sequential growth and the lung-cancer programs durability and 2027 filing timeline are weighing on sentiment.

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

A sharp semiconductor and AI-stock selloff has drawn attention to AMD, with traders speculating that post-midterm calls for AI regulation could slow data-center construction, alongside broader concerns about AI spending. The drop contrasts with AMDs strong results and outlook; some traders call it an overreaction and buying opportunity, while others see lingering capex and valuation risks.

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 after a sharp selloff alongside AI and optical-infrastructure stocks, with traders citing concerns about hyperscaler spending, AI valuations and the companys upcoming earnings outlook. Some see the decline as an oversold buying opportunity, while others fear more downside and question whether strong results would be enough to reverse the weak sentiment.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unitys quarterly results and outlookfeaturing its first GAAP profit since going public, accelerating Vector advertising growth, and upbeat forward guidanceare driving the rally. Traders are largely celebrating a potential turnaround, while some question whether shares can sustain gains and break through resistance.

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

Direxion Daily Semiconductor Bull 3X Shares

A sharp semiconductor selloff has hammered SOXL, with traders pointing to fears that political shifts could constrain AI and data-center investment, alongside broader worries that the AI trade is unwinding. The funds 3x daily leverage has magnified the drop; traders disagree on whether it marks capitulation and a buying opportunity or further downside ahead.

VanEck ETF Trust - VanEck Semiconductor ETF

VanEck Semiconductor ETF

SMH is under pressure as semiconductor traders reassess the AI buildout, weighing concerns that data-center restrictions and doubts about returns on heavy AI spending could slow chip demand. The community is split between fears that the AI trade is unraveling and calls that the selloff is an overreaction, with compute demand still intact.

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Lennar (LEN) Stock Sinks As Market Gains: What You Should Know

Lennar (LEN) concluded the recent trading session at $86.09, signifying a -5.42% move from its prior day's close.

Rosen Law Firm Encourages Lennar Corporation Investors to Inquire About Securities Class Action Investigation - LEN

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D.R. Horton's Q4 Earnings Miss on Weak Housing Demand, Sales Beat

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Wall Street Has Written Off Lennar. Here's Why That's a Mistake.

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Lennar (LEN) Stock Drops Despite Market Gains: Important Facts to Note

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Comfort Systems Q3 Earnings & Revenues Beat Estimates, Backlog Surges

FIX beats Q3 earnings and revenue estimates as strong technology demand fueled growth and backlog surged 90% to $17.81 billion. What drove the momentum?

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Ten-Year Treasury Yields Fall Below 5%: These 10 Real-Estate Stocks Are Rallying Sharply

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PHM Q3 Earnings Miss Estimates on Lower Closings & Margins

PHM's Q3 2026 earnings and revenues lag estimates as lower home closings, weaker demand and shrinking margins weigh on results despite backlog growth.

Lennar (LEN) reached $77.7 at the closing of the latest trading day, reflecting a -1.21% change compared to its last close.

Lennar Corp. engages in the provision of real estate related financial and investment management services. It operates through the following segments: Homebuilding, Financial Services, Multifamily, and Lennar Other. The Homebuilding segment refers to the construction and sale of single-family attached and detached homes and the purchase, development, and sale of residential land directly and through entities. The Financial Services segment focuses on mortgage financing, title, and closing services for buyers. The Multifamily segment is involved in the development, construction, and property management of multifamily rental properties. The Lennar Other segment includes funds, asset management platform, and strategic investments in technology companies. The company was founded in 1954 and is headquartered in Miami, FL.

Lennar Corp. - Ordinary Shares - Class A

US Real Estate Stocks Hit All-Time Low Relative To S&P 500, Prompting Peter Schiff’s ‘Industry Is Dead’ Warning 

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<ul class="summary-bullets"><li>Charlie Bilello said U.S. real estate stocks have fallen to their lowest level ever compared with the S&amp;P 500.&nbsp;</li><li>Peter Schiff warned that the sector could fall further as higher mortgage rates hurt the industry.&nbsp;</li><li>Higher interest rates have hurt real estate by raising borrowing costs, weakening housing demand and pressuring commercial properties.&nbsp;</li></ul>US real estate stocks have sunk to their weakest level ever relative to the S&amp;P 500, wiping out all the outperformance they built during the early-to-mid 2000s housing bubble, according to Creative Planning's Charlie Bilello. Economist Peter Schiff warns the slide is far from over and calls the industry dead.&nbsp;The milestone matters because it suggests investors may be seeing a long-term shift rather than a temporary slowdown. The 10-year Treasury yield is near its highest level in 25 years, while mortgage rates are nearing 8%, reversing the low-rate support that helped the housing market for years.&nbsp;<h2 class="st-heading-2">Real Estate Stocks Hit Record Low&nbsp;</h2>Bilello, Chief Market Strategist at Creative Planning, flagged the extreme in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/charliebilello/status/2107185783132340316">post</a> on X.“US real estate stocks are now at their lowest level ever relative to the S&amp;P 500, erasing all of their relative outperformance from the early-to-mid 2000s housing bubble.”&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/housing_a1be8b6ea7.jpg" alt="housing.jpg" width="900" height="581"><figcaption>Source: Charlie Bilello’s X Post</figcaption></figure>The chart shows that the&nbsp;<a href="https://stocktwits.com/symbol/IYR">iShares US Real Estate ETF</a> (IYR) to&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF Trust</a> (SPY) ratio fell to a record low of 0.122 on Oct. 5. It had reached 0.525 in February 2007 during the housing boom before the Great Financial Crisis. Since then, real estate stocks have generally lagged the broader market despite occasional rallies.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261006_020256021_0881b52db7.png" alt="koyfin_20261006_020256021.png" width="2400" height="1240"></figure>Schiff, an economist and longtime market bear,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/PeterSchiff/status/2107221474193105115">replied</a> bluntly: "Plus they are going a lot lower from here. The industry is dead. It lived by ever falling mortgage rates and government subsidies. It's now dying by reversal of the same dynamics."&nbsp;<h2 class="st-heading-2">Housing Affordability Crisis Hits Real Estate&nbsp;</h2>Schiff’s comments highlight a major change in interest rates and Federal Reserve policy. After the 2008 financial crisis, low borrowing costs helped boost REIT values, real estate deals and homebuilder profits. Now, higher 10-year Treasury yields have raised borrowing costs and made REIT dividends less attractive to investors.&nbsp;High mortgage rates are hurting housing demand and home sales, while commercial real estate faces lower property values and refinancing pressure. Investors are also moving money into safer Treasuries and technology stocks, cutting demand for real estate.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261006_015930573_3f1dd3713a.png" alt="koyfin_20261006_015930573.png" width="2400" height="1240"></figure>Last week, Morgan Stanley put out a mixed outlook on major U.S. homebuilders. The firm is bullish on Toll Brothers (TOL), giving it an ‘Overweight’ rating and $159 price target, citing wealthy buyers, pricing power and attractive valuation. PulteGroup (PHG) and D.R. Horton (DHI) received ‘Equal Weight’ ratings, with $128 and $151 price targets, respectively, as affordability concerns limit their upside. Lennar (LEN) received an ‘Underweight’ rating and a $65 price target due to incentives, higher lot costs, and weak first-time buyer demand.&nbsp;So far this year, DHI, PHM, and LEN stocks are down 2% to 27%, while TOL is up 0.1%.Also see:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/the-big-short-investor-michael-burry-justifies-lululemon-tax-loss-sale-i-am-not-throwing-in-the-towel/cZDstsERBk4">‘The Big Short’ Investor Michael Burry Justifies Lululemon Tax-Loss Sale: ‘I Am Not Throwing In The Towel’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Montage Laguna Beach resort is shown at sunset in Laguna Beach, CA.

US real estate stocks have sunk to their weakest level ever relative to the S&P 500, wiping out all the outperformance they built during the early-to-mid 2000s housing bubble, according to Creative Planning's Charlie Bilello. Economist Peter Schiff warns 

US Real Estate Stocks Hit All-Time Low Relative To S&P 500, Prompting Peter Schiff’s ‘Industry Is Dead’ Warning

Weak housing demand and shifting investor preferences pressure the sector. 


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