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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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ETFs to Capitalize on SpaceX's Wireless Carrier Ambitions

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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’

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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.

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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.

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MARS Roundhill ETF Trust - Roundhill Space & Technology ETF

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