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

A sharp broad-market selloff is being linked by traders to fears that Democratic control could constrain AI and data-center expansion, weighing on tech-heavy indexes. Others see an overdue valuation reset or forced selling, and debate whether the drop is a buying opportunity or a sign of further losses.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is drawing attention amid a sharp tech-led selloff, which traders largely link to fears that the midterm results could bring tighter AI and data-center rules; no policy change is confirmed. The community is split between calling the move an overreaction and buying the dip, and warning that it reflects a deeper unwind in AI valuations and could extend further.

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 election results could bring tighter AI regulation and slow U.S. data-center expansion are driving NVDA lower alongside a broader chip and tech selloff; traders are also questioning the sustainability and financing of AI spending. The community is split between viewing the decline as an oversold buying opportunity and warning that the AI trade may be unwinding.

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 expansion and chip demand, alongside a broader retreat from AI and semiconductor stocks. The community is divided between viewing the decline as an overreaction and buying opportunity supported by Microns fundamentals, and warning that the AI trade may be unwinding further.

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

Fears that Democratic control of Congress could bring tighter AI regulation and slow data-center construction are driving a broad selloff in SNDK and other memory and semiconductor stocks. Traders are split between viewing the decline as an overreaction to policy uncertainty and strong business fundamentals, and warning that AI spending or memory demand could weaken and the downturn deepen.

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

Direxion Daily Semiconductor Bull 3X Shares

A sharp semiconductor selloff has driven attention to SOXL, with traders linking the rout to fears of an AI-trade unwind and potential restrictions on AI and data-center development after Democrats election gains. The community is split between calling the decline an oversold panic and buying the dip, versus warning that losses could deepen in the 3x daily-leveraged ETF.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

A broad tech-market selloff has driven SPCX lower, with traders also attributing pressure to election-related concerns about scrutiny of Musk, government ties and AI infrastructure plans. Bulls call the drop an overreaction and buying opportunity, while bears point to political exposure, valuation and potential insider share unlocks as risks.

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

AMD is caught in a broad semiconductor and AI-stock selloff, with traders citing fears that election results could bring tighter AI regulation and constrain data-center expansion. The community is split between bearish calls that the AI trade is unwinding and buyers arguing the decline is an overreaction given AMDs strong results and outlook.

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 broad selloff in AI infrastructure and neocloud stocks, as traders worry that election results could bring tougher permitting and slow U.S. data-center expansion. The community is split between viewing the decline as an overreaction and buying the dip, and warning that buildout delays, financing risks, and weak AI sentiment could prolong the pressure.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is caught in a selloff across AI and data-center stocks, as traders worry that Democratic gains could bring tighter permitting and cite a report linking IREN project delays to some of Microsofts lower AI spending; uncertainty ahead of earnings is adding pressure. Bears point to execution and regulatory risks, while some bulls argue the decline is a sector-wide overreaction.

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Why Did RDDT, IREN, MBLY Stocks Tumble To 52-Week Lows Last Week? 

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Investors were worried about growth in social media, data centers and self-driving technology. 


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• Reported GAAP EPS of $0.11 up 22.22% YoY
• Reported revenue of $492M down -2.38% YoY
• Mobileye's full-year 2026 revenue guidance is $2B to $2.02B, increased 1% at midpoint; Adjusted Operating Income guidance is $380M to $420M, increased 1% at midpoint.

Mobileye's revenue declined 2% as average system price decreased 5%; adjusted gross margin fell 3 percentage points, while driver-out performance remains a critical milestone to scaling robotaxi deployments.

Mobileye's EyeQ shipments were up 11% while global automotive production declined an estimated 1%; Cloud-Enhanced ADAS design wins and robotaxi deployment milestones mark progress toward commercialization.

Mobileye Global, Inc. engages in the business of developing and deploying driver assistance systems and autonomous driving technologies and solutions. It operates under the Mobileye and Other segments. The company was founded by Amnon Shashua and Ziv Aviram in 1999 and is headquartered in Jerusalem, Israel.

Mobileye Global Inc - Ordinary Shares - Class A

Bearish Sentiment

<ul class="summary-bullets"><li>Reddit stock faced pressure as Google search referrals fell by over 1 million users weekly in October.&nbsp;</li><li>IREN shares fell to a yearly low of $23.06 ahead of earnings amid concerns about high borrowing costs.&nbsp;</li><li>TD Cowen downgraded Mobileye to ‘Hold’ on product delays and competitive pressures.&nbsp;</li></ul>Reddit (RDDT), IREN (IREN) and Mobileye (MBLY) shares hit fresh 52-week lows on Friday as investors weighed weakening Google search traffic, rising infrastructure financing costs and delayed automotive technology rollouts.&nbsp;Reddit stock crashed 29%, while IREN and Mobileye stocks dropped 8% and 7%, respectively.&nbsp;<h2 class="st-heading-2">Reddit: Strong Earnings Fail To Offset Search Traffic Concerns</h2><a href="https://stocktwits.com/symbol/RDDT">Reddit stock</a> declined to an annual low of $89.28 despite a strong third quarter (Q3). Revenue climbed 53% year-on-year to $895 million, supported by advertising revenue of $847 million, up 54%. Net income increased 75% to $283 million, or $1.40 per diluted share.However, CEO Steve Huffman&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rddt-stock-drops-as-soft-q4-revenue-guidance-search-traffic-decline-and-logged-in-only-transition-weigh/cZUXTMwR9Rh">disclosed</a> that Google-related search referrals had fallen by more than 1 million users weekly on average during October. The decline mainly affected visitors browsing Reddit without logging in. The company warned that Q4 daily active unique visitors could fall by a low-double-digit percentage from its Q3 level of 130.3 million. Its revenue outlook of $1 billion to $1.03 billion also missed Wall Street's $1.05 billion estimate.KeyBanc downgraded RDDT to ‘Sector Weight’ from ‘Overweight’ due to uncertainty around future growth. Raymond James reduced its price target to $150 from $205 but maintained ‘Strong Buy’. On Stocktwits, retail sentiment around the stock remained ‘extremely bullish’.&nbsp;<h2 class="st-heading-2">Financing Costs Pressure IREN’s Infrastructure Expansion</h2><a href="https://stocktwits.com/symbol/IREN">IREN stock</a> also reached a yearly low of $23.06 as investors reassessed companies developing high-performance computing and digital infrastructure. Data center construction requires a large upfront investment, making businesses in the sector vulnerable to high borrowing costs and tighter financing conditions.B. Riley slashed its price target on IREN to $64 from $91 but retained its ‘Buy’ rating, still implying a 178% upside potential from the stock’s last close. The firm believes investors are assigning little value to IREN's future development pipeline. It also suggested that construction financing could provide temporary funding rather than become a permanent debt burden.The company is scheduled to report its Q1 earnings on Nov. 5, and analysts see $221.71 revenue with a loss of $0.76 per share, according to Fiscal.ai. Retail sentiment around the stock dropped to ‘bearish’ from ‘bullish’.&nbsp;<h2 class="st-heading-2">Mobileye Battles Automaker Delays&nbsp;</h2><a href="https://stocktwits.com/symbol/MBLY">Mobileye stock</a> touched a record low of $5.76 after narrowing its 2026 revenue outlook to $1.995 billion - $2.02 billion. Investors are worried that Western automakers are taking longer to adopt its products, while competition and pricing pressures are increasing in the self-driving technology market.TD Cowen downgraded MBLY to ‘Hold’ from ‘Buy’ and trimmed its price target to $7 from $8. The firm pointed to repeated delays in the rollout of SuperVision and Chauffeur products. Oppenheimer kept its ‘Outperform’ rating but lowered its price target to $16 from $27, saying the sharp drop in the stock could offer a good buying opportunity for long-term investors.&nbsp;Retail sentiment around the stock turned ‘neutral’ from ‘bullish’.&nbsp;So far this year, RDDT, IREN and MBLY stocks have declined between 36% and 60%.&nbsp;&nbsp;Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-mo-gild-xom-stocks-surge-to-52-week-highs-last-week/cNG91e0R92X">Why Did MO, GILD, XOM Stocks Surge To 52-Week Highs Last Week?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A smartphone displays the logo of Reddit Inc. (Photo illustration by Cheng Xin/Getty Images)

Reddit (RDDT), IREN (IREN) and Mobileye (MBLY) shares hit fresh 52-week lows on Friday as investors weighed weakening Google search traffic, rising infrastructure financing costs and delayed automotive technology rollouts.

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