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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

Micron is selling off with semiconductor peers as traders worry that election results and proposals for tighter data-center oversight could slow AI infrastructure spending and weaken future memory demand. Bulls call the decline an overreaction given continuing AI demand and Microns fundamentals, while bears see risks to the AI trade and the memory cycle.

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 selloff across AI infrastructure and neocloud stocks as traders weigh election-related fears that political and local opposition could constrain data-center expansion. Bulls argue Nebiuss international footprint and ongoing compute demand limit the risk, while bears point to permitting, financing and project-execution concerns.

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

Concerns that election results could bring tighter oversight or delays for AI data-center construction are weighing on SNDK and other memory stocks. Traders disagree over whether the buildout risk justifies the selloff: bears see further downside, while bulls point to memory demand and company fundamentals as reasons to buy the dip.

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 the dominant focus, with traders worried about dilution, the deals cost and lengthy approval process. The concerns are compounded by a broader semiconductor selloff and uncertainty about AI data-center expansion, while some investors argue the combination could strengthen Marvells optical-infrastructure business over the long term.

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

SMCI sold off sharply despite a strong earnings beat and raised outlook, with concerns about compressed margins and reliance on a major customer weighing on the results. Traders also debate whether election-related worries about data-center expansion and broader AI-sector weakness drove the decline; some call the move disconnected from fundamentals, while others remain bullish on growth.

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

Direxion Daily Semiconductor Bull 3X Shares

SOXL is under pressure as traders connect the semiconductor selloff to fears that Democratic control of Congress could bring tighter limits on AI data centers and slow the buildout. The community is split between warnings that the AI trade is breaking down and dip buyers who view the reaction as overdone, arguing that chip demand remains strong.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLASs upcoming Phase 3 REGAL topline results for GPS dominate discussion, with traders debating whether the trial will succeed and whether CEO comments signal confidence; the recent SLS009 Phase 2 AML results are a secondary catalyst, praised by bulls but questioned by skeptics over subgroup data and historical comparisons. The conversation is highly speculative, with some traders also anticipating a buyout if the results are positive.

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.

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

AMDs strong quarterly results and upbeat data-center-led outlook are the main focus, but traders are frustrated that shares gave back much of their earnings-driven gains. The debate centers on midterm-related concerns about data-center regulation and broader semiconductor weakness, while bulls argue AI demand remains intact.

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Viemed Healthcare, Inc. (VMD) Lags Q3 Earnings and Revenue Estimates

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Medtronic to announce financial results for its second quarter of fiscal year 2027

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Medtronic (MDT) Ascends While Market Falls: Some Facts to Note

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Medtronic Plc is a medical technology company, which engages in the development, manufacture, distribution, and sale of device-based medical therapies and services. It operates through the following segments: Cardiovascular Porrtfolio, Neuroscience Portfolio, Medical Surgical Portfolio, and Diabetes Operating Unit. The Cardiovascular Portfolio segment includes products for the diagnosis, treatment, and management of cardiac rhythm disorders and cardiovascular disease. The Neuroscience Portfolio is made up of cranial and spinal technologies, specialty therapies, and neuromodulation divisions. The Medical Surgical Portfolio is comprised of surgical innovations and respiratory, gastrointestinal, and renal divisions. The Diabetes Group segment offers insulin pumps, continuous glucose monitoring systems, and insulin pump consumables. The company was founded in 1949 and is headquartered in Galway, Ireland.

Medtronic Plc

These Two Healthcare Stocks Hit Key Milestones Today – Why Is Wall Street Bullish On Them?

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Neutral Sentiment

<ul class="summary-bullets"><li>BTIG turned “more constructive” on OBIO after management indicated the Backbeat trial remains on track to complete enrollment.</li><li>The trial is testing a therapy in patients with uncontrolled high blood pressure who need a pacemaker.</li><li>Barclays said LFST shareholders’ offering helps reduce the overhang from private equity ownership.</li></ul>Orchestra BioMed (OBIO) and LifeStance Health Group (LFST) were in focus on Thursday, with the stocks breaching their 52-week highs as Wall Street turned more positive on both healthcare stocks.Analysts cited progress toward a key clinical milestone at Orchestra and a reduction in LifeStance’s private-equity ownership overhang.At the time of writing, <a href="https://stocktwits.com/symbol/LFST">LFST shares</a> were up more than 4% and trading at the levels last seen in November 2021, while <a href="https://stocktwits.com/symbol/OBIO">OBIO shares</a> surged 11% to their highest levels since February 2025.<h2 class="st-heading-2">BTIG Sees Over 40% Potential Upside In OBIO</h2>Orchestra BioMed received an upgrade from BTIG on Thursday as the medical-device company approaches a key milestone for its late-stage hypertension study.BTIG analyst Marie Thibault upgraded Orchestra to ‘Buy’ from ‘Neutral’ with a $10 price target, representing more than 40% upside from current levels. The firm said it has become “more constructive” after management indicated the Backbeat trial remains on track to complete enrollment around the end of the third quarter.The trial, being conducted in partnership with Medtronic (MDT), is testing a therapy in patients with uncontrolled high blood pressure who need a pacemaker. Orchestra is targeting to enroll 284 patients, with primary results expected in the second quarter of 2027.BTIG said Orchestra has now met several conditions it previously required before upgrading the stock, including staying on schedule and securing non-dilutive funding.The company received <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://investors.orchestrabiomed.com/news-releases/news-release-details/orchestra-biomed-receives-20-million-payment-medtronic-under">$35 million</a> in strategic capital earlier this year, including $20 million from Medtronic and <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://investors.orchestrabiomed.com/news-releases/news-release-details/orchestra-biomed-receives-15-million-investment-ligand-under?">$15 million</a> from Ligand&nbsp;Pharmaceuticals (LGND).&nbsp;Orchestra ended June with $110 million in cash and investments, which it <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://investors.orchestrabiomed.com/news-releases/news-release-details/orchestra-biomed-reports-second-quarter-2026-financial-results">expects</a> will fund operations into the fourth quarter of 2027.Retail sentiment surrounding OBIO on Stockwits turned ‘bullish’ from ‘bearish.’ The stock has gained around 40% so far this year.<h2 class="st-heading-2">Barclays Says LFST Stock Offering Reduces Private Equity Ownership Overhang</h2>LifeStance Health Group received a price target hike from Barclays on Thursday, a day after existing shareholders launched a secondary share offering.Barclays raised its price target on LifeStance to $15 from $13 and maintained an ‘Overweight’ rating, according to The Fly. This represents a 13% upside from current levels.On Wednesday, selling shareholders priced an offering of 22.25 million LifeStance shares at $12.35 per share, valuing the transaction at approximately $275 million. The offering price was at a 3.5% discount to the stock’s closing price of $12.80 on Tuesday.Barclays said the offering helps reduce the overhang from private equity ownership and added that LifeStance continues to execute well.Notably, LifeStance is not selling shares in the offering and will not receive any proceeds, which will instead go to the selling shareholders.Retail sentiment surrounding LFST on Stockwits turned ‘bullish’ from ‘neutral.’ The stock has surged 88% so far in 2026.Also read: <a href="https://stocktwits.com/news-articles/markets/equity/compass-ceo-robert-reffkin-says-upcoming-open-ai-anthropic-ip-os-are-already-boosting-luxury-housing-beyond-san-francisco/cZta1LyRJ6B">Compass CEO Robert Reffkin Says Upcoming OpenAI, Anthropic IPOs Are Already Boosting Luxury Housing Beyond San Francisco</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Trending stock. (Photo Courtesy of Flavio Coelho via Getty Images)

Orchestra BioMed received an upgrade from BTIG while LifeStance Health Group received a price target hike from Barclays.

LifeStance Health Group Inc

Ligand Pharmaceuticals, Inc. - Ordinary Shares - Class B

Orchestra BioMed Holdings Inc

Track MDT stock price, charts, news and real-time market activity on Stocktwits. Join the MDT message board to follow investor discussions, retail trader sentiment, bullish and bearish signals around Medtronic Plc stock.

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