SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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 sharp semiconductor and AI-stock selloff is driving attention, as traders worry that election-related calls for tighter AI regulation could delay data-center projects and weaken chip demand, alongside broader doubts about AI spending and circular financing. The community is split between those calling it an AI-bubble unwind and expecting more downside, and those viewing the drop as an overreaction or buying opportunity because they believe long-term AI demand remains intact.

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

A sharp S&P 500 selloff has put SPY in focus, with traders linking pressure to fears that the midterm results could bring tighter AI rules and slow data-center investment, weighing on tech and semiconductor shares. The community is divided between blaming the political shift and viewing the move as an AI-trade unwind or overreaction, while some see a buying opportunity and others fear further losses.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is under heavy pressure amid a tech and semiconductor selloff, as traders debate whether Democratic election gains could bring tighter AI oversight and slow data-center spending, while also questioning stretched AI-linked valuations. Some blame the political shift and fear further losses; others call the decline an overreaction or buying opportunity, arguing AI investment will continue.

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

Fears that Democratic control of Congress and calls to pause or tighten regulation of advanced AI could slow data-center construction have fueled a sharp selloff in Micron and other chip stocks. Traders disagree on whether this signals a lasting unwind of the AI trade or an overreaction, with some citing continued memory demand and buying the dip while others warn of further declines.

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 broad semiconductor and AI-stock selloff is weighing on AMD, as traders worry that new political pressure for AI regulation could slow data-center investment and chip demand, despite the companys strong results and outlook. The community is split between viewing the decline as an overreaction and buying opportunity and seeing it as a sign of an AI valuation bubble or weaker future spending.

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

Direxion Daily Semiconductor Bull 3X Shares

A sharp semiconductor and tech selloff, which traders link to AI-bubble concerns and fears that data-center investment could slow after the Democratic sweep, has put SOXL under pressure. The community is split between calling the move an overreaction and buying the dip, and expecting more losses; the funds 3 daily leverage amplifies the swings.

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

SNDK is caught in a sharp selloff across AI- and semiconductor-linked stocks, with traders worried that Democratic control of Congress and calls for tighter AI regulation could slow data-center investment; broader AI-bubble fears and suspected forced selling are also part of the discussion. The community is divided between viewing the drop as capitulation and an opportunity given the companys earnings and memory demand, and expecting further declines.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Teslas sharp selloff is being linked by traders to Democrats election gains and fears of greater scrutiny or regulatory hurdles for Elon Musks companies, alongside a broader tech-market decline. Bears also question the prospects and potential premium of a TeslaSpaceX merger, while some traders view the drop as an overreaction and a buying opportunity.

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 80,658.0733598 USD and is up 4.77 over the last 24 hours. It is currently trading on 12773 active market(s) with $40,139,541,803.82 traded over the last 24 hours. More information can be found at https://bitcoin.org/.

Bitcoin

Bitcoins sharp decline is being discussed alongside a broader tech and risk-off selloff, with traders also citing liquidations and spot-ETF outflows. The community is split between expecting further downside if support gives way and buying the dip, with some arguing Bitcoin is holding up better than stocks.

Redwire Corp. engages in the development and provision of space and defense technologies and mission-critical solutions for government, commercial, and civil customers. Its offerings include spacecraft platforms, space infrastructure, avionics, sensors and payloads, power generation systems, radio frequency systems, microgravity research and manufacturing technologies, autonomous systems, optical sensors, and digital engineering solutions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Redwires quarterly revenue miss has driven a sharp selloff, despite record backlog, stronger gross margins and reaffirmed guidance. Traders are divided between focusing on the weaker-than-expected sales and execution concerns versus viewing the backlog and margin gains as evidence of improving fundamentals.

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ETFs to Capitalize on SpaceX's Wireless Carrier Ambitions

SpaceX's wireless ambitions could create opportunities for cellular tower operators. Explore ETFs positioned to benefit from its expansion.

SpaceX Shoots Up Post Q3: Is More Upside Ahead for SPCX ETF?

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SPCX Stock Jumps 10% Premarket: Morningstar Boosts SpaceX’s Fair Value As Starship And Orbital AI Offer Long-Term Upside   

Equity

Morningstar lifted its SpaceX valuation to $70 on launch dominance, Starlink growth, and orbital AI prospects. 

Elon Musk Says He Will Give One SPCX Share To Every US Child Next Year – ‘Will Be First Of Many’

The proposed distribution could potentially cover around 70 million Americans under 18.


The Zacks Analyst Blog Highlights NASA, SpaceX, Rocket Lab, ARKX, UFO and MARS

Space ETFs may offer an attractive entry point after recent selloffs, with a $686 billion global space economy and diversified exposure to long-term growth opportunities.

A Guide to Investing in Space ETFs

Space ETFs may offer an attractive entry point after a sharp sector pullback, with a $686 billion space economy and four funds to consider.  


SpaceX Stock Jumps on Bullish Morgan Stanley Call: ETFs to Watch

SpaceX stock surges to its highest level since June as Morgan Stanley turns bullish. Here are some ETFs to consider for SpaceX exposure.

PL Stock In Focus After SpaceX Transporter-18 Rideshare Launch Update: Retail Lauds Planet Labs' 'Consistent Demand' Ahead Of Earnings 

Investors are watching Planet Labs’ Q2 earnings closely as retail traders become bullish on steady demand for its satellite services. 


Here's What You Need to Know About SpaceX Investing & ETFs

SpaceX's strong rebound, institutional interest and AI ambitions have renewed investor optimism. Here's a guide to SpaceX-focused ETFs.

Roundhill ETF Trust - Roundhill Space & Technology ETF

Bearish Sentiment

<ul class="summary-bullets"><li>Morningstar analyst Nicolas Owens said SpaceX’s low launch costs, reusable rockets, and strong market share give it a competitive edge.&nbsp;</li><li>The analyst boosted the fair value to $70 from $62.&nbsp;</li><li>Morningstar’s $70 valuation hinges on Starship reuse, while Elon Musk sees SpaceX reaching $1 trillion in revenue by 2028.&nbsp;</li></ul><p>SpaceX (SPCX) stock jumped 10% in Wednesday’s premarket as Morningstar raised its fair value estimate to $70 per share from $62 after third-quarter (Q3) earnings, citing Starship reusability and the potential for space-based AI data centers.&nbsp;</p><p><a href="https://stocktwits.com/symbol/SPCX">SpaceX stock</a> traded 10% higher in Wednesday’s premarket. If the levels hold, the stock will mark its best day since August.&nbsp;&nbsp;</p><h2 class="st-heading-2">SpaceX’s Launch And Satellite Businesses Support Competitive Edge</h2><p>Morningstar equity analyst Nicolas Owens said SpaceX has built a strong position in the space industry through lower launch costs and the ability to reuse rockets. The company accounted for 83% of the mass sent into orbit worldwide in 2025, nearly 10 times what its closest competitor launched, according to the analyst.</p><p>Its high launch volume also helps reduce average costs and gives it an advantage over rivals such as Jeff Bezos’ Blue Origin. Owens added that the company’s Starlink satellite internet service benefits from this launch infrastructure. With more than 10,000 satellites in orbit, Starlink can deploy additional capacity at an internal cost that is difficult for competitors relying on outside launch providers to match.&nbsp;</p><p>Owens estimates that SpaceX’s launch and connectivity operations generate returns on invested capital in the mid-20% range, comfortably exceeding its estimated 9.3% cost of capital.</p><h2 class="st-heading-2">SpaceX’s AI Adds Opportunity And Uncertainty</h2><p>According to the analyst, SpaceX is exploring orbital data centers that could use solar power in space to reduce electricity expenses and cooling requirements. The concept relies on Starship, which is designed to carry larger payloads than the company’s existing Falcon rockets.&nbsp;</p><p>“AI is growing so much faster than the company that we expect it to represent a majority of revenue by the end of 2026,” said Owens.</p><p>However, he said engineers must still provide clarity on radiation protection, heat management, and the availability of enough bandwidth to pass data between satellites and Earth.</p><p>The analyst sees cost advantage in AI computing for SpaceX, but does not yet assign the business a clear competitive moat.</p><h2 class="st-heading-2">Starship Reusability Is Central To SpaceX Valuation</h2><p>The $70 valuation assumes SpaceX will successfully reuse Starship’s upper stage by late 2028 and conduct several launches each week. Greater reusability could lower launch costs, strengthen Starlink’s economics and make orbital computing more practical.</p><p>The analysis values SpaceX’s launch and connectivity operations at $35 per share and its cash holdings at another $7. On Tuesday, CEO Elon Musk&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/spcx-stock-musk-1-trillion-revenue-2028-analyst-tesla-merger-odds-2-years/cZxtmj9RBHi">said</a> SpaceX could generate $1 trillion in revenue in 2028, two years earlier than his previous estimate. He also suggested annual recurring revenue could reach $500 billion to $1 trillion by the end of 2027.&nbsp;</p><h2 class="st-heading-2">SPCX Stock: Retail View&nbsp;</h2><p>On Stocktwits, retail sentiment around the stock jumped to ‘extremely bullish’ from ‘bearish’. The stock saw a 381% surge in message volume over the past 24 hours.&nbsp;</p><p>A user&nbsp;<a href="https://stocktwits.com/stocksensus/message/666990875">said</a>, “161% revenue growth to $14.6B and they are building out planetary-scale compute while everyone else is still figuring out PowerPoint decks. The most badass company on Earth, run by the most relentless leader on the planet.”</p><p>SPCX stock has declined 8% year-to-date.&nbsp;</p><p>Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-brze-hlt-has-stocks-hit-52-week-highs-today/cZxtFTNRBHl">Why Did BRZE, HLT, HAS Stocks Hit 52-Week Highs Today?</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In this photo illustration, the logo of US space exploration company SpaceX is displayed on a smartphone.

SpaceX (SPCX) stock jumped 10% in Wednesday’s premarket as Morningstar raised its fair value estimate to $70 per share from $62 after third-quarter (Q3) earnings, citing Starship reusability and the potential for space-based AI data centers.

SPCX Stock Jumps 10% Premarket: Morningstar Boosts SpaceX’s Fair Value As Starship And Orbital AI Offer Long-Term Upside

Tema Space Innovators ETF

SpaceX

VanEck ETF Trust - VanEck Space ETF

Fundamental investor

A mix of both

Fundamental analysis looks at earnings, valuation, and business quality, while technical analysis focuses on chart patterns, price action, and indicators, and many investors blend the two. How do you decide what to buy: fundamentals or technicals? Vote and explain your reasoning in the comments.

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MARS Roundhill ETF Trust - Roundhill Space & Technology ETF

Fundamentals

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