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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

Democratic wins in key data-center states have fueled concerns that tighter permitting could slow AI infrastructure construction, weighing on Micron and other semiconductor stocks. Traders disagree on whether the risk threatens future memory demand and pricing or is an overreaction, with some also pointing to fears that the memory cycle is nearing a peak.

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

SanDisks sharp selloff is being tied by traders to concerns that Democratic election gains could bring tighter oversight or delays for U.S. data-center construction, threatening the AI and memory growth outlook. The community is divided between expecting further declines amid uncertainty over the buildout and memory-cycle risks, and viewing the drop as an overreaction given strong earnings, constrained memory supply, and continued AI demand.

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. 

Fears that Democratic election gains could slow U.S. data-center permitting and AI infrastructure expansion dominate discussion around Nebiuss selloff. Bulls argue its global footprint and limited Texas exposure reduce the risk, while bears remain concerned about regulatory friction and delayed capacity across the neocloud sector.

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 dominating discussion as shares sell off, with traders citing dilution, the deals price and long approval process as risks. Some see the combination as a strategic expansion into optical connectivity for AI data centers, while broader concerns about semiconductor valuations and data-center investment add to the pressure.

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.

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

Super Micros strong earnings and raised outlook have been overshadowed by a sharp selloff, prompting traders to debate whether margin pressure, reliance on one major customer, and fears that election-driven data-center restrictions could slow AI infrastructure spending justify the reaction. Many bullish traders call the decline disconnected from the results, while others question the quality and durability of growth and cash generation.

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

Direxion Daily Semiconductor Bull 3X Shares

Fears that Democratic gains could bring tighter AI and data-center rules are driving discussion of the semiconductor selloff, with SOXLs 3 leverage amplifying the swings. Traders are divided between expecting further downside as the AI trade cools and viewing the drop as an overreaction and a dip-buying opportunity.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets, Data Centers, and Treasury and Corporate. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The Treasury and Corporate segment includes the company’s proprietary trading and mining activities, as well as the company’s principal investments and related gains and losses. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

A steep selloff has focused attention on fears that Texass election results could create regulatory uncertainty for Galaxys data-center expansion, alongside frustration over the lack of a new Helios tenant announcement. Traders disagree on the impact: bears see risks to future growth and criticize management, while bulls argue existing power approvals and the companys recent results support the business despite the uncertainty.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snaps quarterly report is driving attention, with traders focused on daily active users and revenue falling short of expectations despite stronger profitability and a favorable next-quarter outlook. The selloff has prompted a split between critics worried about user and ad-growth weakness and bulls emphasizing improving cash generation and the companys turnaround progress.

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LVMH Bets On China’s Recovery With New Louis Vuitton, Dior, Tiffany Stores In Beijing Next Month: Report 

Equity

Recent commentary from retail companies and brands points to a rebound in fashion and luxury sales in China.

LVMH, Kering Downgraded By Berenberg As 'Luxury Super Cycle Is Over' — Retail Traders Have Mixed Feelings

Demand for luxury will grow at only 2%-3% annually in the medium term, below the historical norm of 6%, the investment research firm believes.


LVMH Suffers Another Cyberattack As Hacks Targeting Retail Brands Rise

Data at the luxury brand’s Korean division was compromised just months after a cyberattack targeted its other label, Christian Dior.


China’s tariffs on French cognac reportedly depend on EV deal

Investing.com -- French cognac producers have reached a provisional agreement on minimum import prices for the Chinese market, but China will only finalize the deal if progress is made in a dispute over European Union tariffs on Chinese electric vehicles, according a Reuters report on Friday.

LVMH stock target slashed at Morgan Stanley ’as operating deleverage bites’

Investing.com -- Morgan Stanley has cut its price target on LVMH (EPA:LVMH) shares from €560 to €510, pointing to sharper-than-expected earnings pressure stemming from operating deleverage and adverse foreign exchange (FX) movements.

Dior naming Anderson as sole creative director seen as a positive for LVMH

Luxury To Get Pricier? LVMH Eyes Hikes To Cushion US Tariff Blow

A potential hike by the world’s largest luxury brand will have a ripple effect across the sector.


LVMH Moët Hennessy Louis Vuitton SE engages in the manufacture of luxury goods. It operates through the following segments: Wines and Spirits, Fashion and Leather Goods, Perfumes and Cosmetics, Watches and Jewelry, Selective Retailing, and Other and Holding Companies. The Wines and Spirits segment is involved in the production and sale of champagne wines and sparkling wines, as well as distribution of vodka and white liquor. The Fashion and Leather Goods segment offers luggage items, bags, accessories, shoes, and clothes. The Perfumes and Cosmetics segment distributes make-up, perfume, and skin care products. The Watches and Jewelry segment manufactures luxury watches and accessories for men and women. The Selective Retailing segment is organized to promote an environment that is appropriate to the image and status of the luxury brands. The Other and Holding Companies segment pertains to the media division, which publishes newspapers and magazines, manages business and financial websites, and holds radio stations. The company was founded by Bernard Arnault on January 13, 1923 and is headquartered in Paris, France.

Lvmh Moet Hennessy Louis Vuitton SE - ADR - Level I

Bearish Sentiment

<ul><li>Four LVMH labels — Louis Vuitton, Dior, Tiffany, and Loro Piana — are set to open multistory stores in Beijing next month, according to a report by Bloomberg.</li><li>A Christian Dior&nbsp;store&nbsp;is also being planned in Shanghai for next year.</li><li>Recent commentary from retail companies and brands points to a rebound in fashion and luxury sales in China.</li></ul>LVMH Moet Hennessy Louis Vuitton SE is set to open major stores in China next month, according to a Bloomberg report on Tuesday, as high-end brands see early signs of a sales rebound in the world’s second-largest economy.Four LVMH labels — Louis Vuitton, Dior, Tiffany, and Loro Piana — will open multistory stores in Beijing next month after years of development, according to the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-11-11/lvmh-nears-china-store-openings-as-luxury-demand-begins-recovery">report</a>, which cites people familiar with the matter. Christian Dior is in talks with developer Swire to open a new store in Shanghai next year, with LVMH considering further collaboration with Swire for permanent and time-limited spaces and events.The development of some stores had been slow amid the country’s luxury sales slump, but retail companies are now signaling signs of an early rebound. Firms such as Lululemon, Tapestry, and Ralph Lauren have reported strong sales in Mainland China in their recent quarterly reports.The opening of the new Beijing stores would be one of LVMH’s largest launches in recent years. The French luxury giant returned to growth in the third quarter, while Gucci owner Kering SA reported a smaller-than-expected drop in sales. Together, global retail leaders expressed cautious optimism about a recovery in one of their most important markets.LVMH's third-quarter revenue rose 1% on an organic basis, following two quarters of declines. Sales from China rose 2%, after dropping by 9% in the first half, with the company seeing encouraging demand in the country.LVMH currently operates an exhibition space in Zhangyuan, Shanghai, while several LVMH brands, including Tiffany and Bvlgari, have also held exhibitions in the same space.As of the last reading, the retail sentiment for LVMH’s U.S.-listed shares, <a href="https://stocktwits.com/symbol/LVMUY">LVMUY</a>, was ‘bearish.’For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amazon-backed-anthropic-seen-turning-profitable-two-years-ahead-of-open-ai-report/cLPdKzRREPc">Amazon-Backed Anthropic Seen Turning Profitable Two Years Ahead Of OpenAI: Report</a>

Pedestrians pass by a Louis Vuitton store in Shanghai, China. (Photo credit should read CFOTO/Future Publishing via Getty Images)

Current Price	$94.30
Prev Close	$89.64
Open	$93.15
Dividend Yield	1.42%
50-Day Moving Average	$91.53
Beta	0.86
Avg. Volume	696,300.64
PE Ratio	18.41

52-Week High	$152.95
52-Week Low	$82.29
Market Capitalization	$231.93B
EPS (Annual)	$4.93
Price to Book	2.99
Revenue Per Employee	$432,213.26

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