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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 caught in a semiconductor selloff as traders worry that calls for tighter AI regulation and scrutiny of data-center projects could slow infrastructure spending and weaken memory demand. The community is split between fears of a broader AI-trade and memory-cycle downturn and views that long-term demand remains intact and the selloff is an overreaction.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomms earnings and outlook are prompting debate: traders cite handset weakness and rising component costs as reasons for caution, despite a revenue beat and stronger sales guidance, while the SpaceX/Starlink 5G agreement is viewed by some as a longer-term diversification opportunity. The community is split between dip buyers betting on auto, data-center and infrastructure growth and skeptics focused on near-term margin pressure and the shrinking phone business.

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 record quarterly results and stronger outlook, alongside improving AI-driven ad performance and expanded buybacks, sparked a sharp rebound after a steep decline. Bulls are celebrating the earnings-driven move and potential short squeeze, while skeptics warn that gains could fade and question whether the growth and valuation are sustainable.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm shares sold off despite a quarterly beat, as traders focused on slower royalty growth and an outlook offering limited upside rather than strong licensing revenue. The debate is whether data-center and AI demand can translate into faster recurring royalties, or whether those growth expectations and Arms valuation leave the stock vulnerable.

ADMA Biologics, Inc. operates as a biopharmaceutical company, which is engaged in manufacturing, marketing, and developing specialty plasma-derived biologics. The firm operates through the following business segments: ADMA BioManufacturing and Plasma Collection Center. The ADMA BioManufacturing segment consists of immune globulin manufacturing and development operations. The Plasma Collection Center consists of source plasma collection facilities. The company was founded by Adam S. Grossman and Jerrold B. Grossman on June 24, 2004 and is headquartered in Ramsey, NJ.

Adma Biologics Inc

ADMA is drawing attention after strong third-quarter results, led by ASCENIV growth, and a higher adjusted earnings outlook. Traders welcomed the report and speculated that short covering could extend the rally, while others questioned whether the post-earnings gains would hold.

Sezzle, Inc. engages in the operation of a digital payment platform that enables bank-to-bank transfer of money between consumers and businesses. The company was founded by Charlie G. Youakim, Killian Brackey and Paul V. Paradis on January 4, 2016 and is headquartered in Minneapolis, MN.

Sezzle Inc.

A strong third-quarter report, higher 2026 guidance and an upbeat initial 2027 outlook have driven SEZLs sharp advance. Bulls point to continued growth and execution, while skeptics question whether 2027 growth will slow enough to pressure the valuation; short-squeeze talk is also circulating.

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 delays to data-center construction have pressured NVIDIA and other chip stocks, with traders also questioning the sustainability of AI infrastructure spending and its financing. The community is divided between concerns that slower or more concentrated hyperscaler spending could hurt chip demand and bullish views that regulation will not stop the buildout and the selloff is a buying opportunity.

Rigel Pharmaceuticals, Inc. operates as a clinical stage biotechnology company. It discovers and develops novel, targeted drugs in the therapeutic areas of immunology, oncology and immune oncology. The firm focuses on intracellular signalling pathways and related targets that are critical to disease mechanisms. The company's products include Tavalisse, Fostamatinib and R835. Rigel Pharmaceuticals was founded by Donald G. Payan, James M. Gower, Thomas A. Raffin, Garry P. Nolan and Ronald B. Garren on June 14, 1996 and is headquartered in South San Francisco, CA.

Rigel Pharmaceuticals

Anticipation around Rigels Q3 results is driving discussion, especially estimates for the initial VEPPANU sales contribution and continued growth in its established products; traders are also watching for updated R289 data at ASH. Sentiment is largely optimistic about a beat, though some expect the stocks familiar earnings-related volatility or a sell-the-news reaction.

Immix Biopharma, Inc. operates as a biopharmaceutical company that engages in the development of therapies for cancer and inflammatory diseases. The company was founded by Ilya Rachman, Sean Senn, and Vladimir Torchilin in 2012 and is headquartered in Los Angeles, CA.

Immix Biopharma Inc

ASH 2026 abstracts have drawn attention to Immixs NXC-201 CAR-T program, including an oral presentation on relapsed/refractory AL amyloidosis and reported encouraging response and safety findings. Many traders view the clinical data and presentation slot positively, while others remain skeptical about the stocks reaction and past dilution.

Bitdeer Technologies Group engages in the cryptocurrency mining industry. It generates income through its proprietary mining datacenters. The firm handles complex processes involved in computing such as equipment procurement, transport logistics, datacenter design and construction, equipment management, and daily operations. The company was founded by Wu Jihan in December 2021 and is headquartered in Singapore.

Bitdeer Technologies Group. - Ordinary Shares - Class A

Bitdeer Technologies Holding Co

Bitdeers AI/HPC expansion and Bitcoin-mining growth are drawing attention, including its newly announced Nevada facility to manufacture Sealminer hardware. Traders are split between optimism about its data-center contracts and vertical integration and concern that dilution, debt, and weak share performance are overshadowing the companys developments.

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AI Roundup: AMD, Apple Results Puzzle Investors, Democrats’ Midterm Win Weighs On Traders

Equity

Shares of chipmakers, neocloud operators, and key AI infrastructure firms fell as Democrats, who back AI regulations, won in both the House and Senate.


Tesla, Uber Could Triple In 5 Years? Elon Musk Ally Jason Calacanis Says Both Stocks Are ‘50% Undervalued’ 

Calacanis’s broader portfolio includes major tech stocks and SpaceX.

Apple Reportedly Tightens The Belt On Employee AI Budgets Amid Cost-Cutting Drive 

Apple Inc. is scaling back daily AI usage budgets for engineers and staff as part of a broader push to trim corporate spending, Bloomberg reported. 

MLW's Court Bauer touts 'huge year' for company amid media deals, splash moves

Major League Wrestling's (MLW) business picked up in a major way in 2026.The pro wrestling promotion picked up two media rights deals with Veeps and Tubi allowing its flagship show, "Fusion," to be aired on more platforms outside of YouTube. The roster also saw a reshaping with big names like...

Big Tech Stocks And Mag7 ETF Jumps After Democratic Sweep Raises Bets For Easing AI Capex 

Major U.S. technology stocks rallied on Wednesday with investors speculating that a Democratic wave will force a halt to costly AI infrastructure spending. 


Texas Goes Blue: What Gina Hinojosa's Win Means For AI Data Centers And Stocks Like MSFT, AMZN, GOOGL, CRWV

Investors and analysts worry that a Democrat-led Congress could slow the buildout of new data centers, a key part of the AI boom.


Inside The $250 Electric Bill: Dissecting The Midterms' Most Hated Piece Of Mail

Inside The $250 Electric Bill: Dissecting The Midterms' Most Hated Piece Of Mail

 Today, for perhaps the first time in modern American history, the monthly electric bill is on the ballot.Not literally, of course (although in nine states, utility commissioners literally are), but as...

META Q3 Earnings Call Put Spotlight on Muse Growth and AI Spending

Meta Platforms' Q3 earnings highlighted Muse AI adoption, ad revenue growth and rising infrastructure costs as the company targets broader AI monetization.

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Reddit Stock Plunges 30% Post Q3 Earnings: Buy, Sell, or Hold?

RDDT's strong ad growth and rising user engagement support its prospects, but declining search traffic, higher costs, and premium valuation remain concerns.


Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Bearish Sentiment

<ul class="summary-bullets"><li>AMD reported stronger-than-expected Q3 results and forecast Q4 sales above expectations, a contrast to Intel’s report last week.</li><li>Apple said its profit margin will fall this quarter because of surging memory chip prices.</li><li>Marvell agreed to buy Lumentum for $115 billion in stock.&nbsp;</li></ul>Democratic victories in the midterms sent AI stocks into a tailspin on Wednesday, adding to pressure from mixed Big Tech earnings and growing concerns that record AI spending may not be sustainable.Here’s a roundup of key earnings and non-earnings news from the ongoing week:<h2 class="st-heading-2">AI Stocks Selloff As Democrats Win Congress</h2>Shares of chipmakers, neocloud operators and key AI infrastructure firms fell on Wednesday and extended their slide in overnight trading as Democrats, who support AI regulations, won in both the House and Senate.The Invesco QQQ Trust Series 1 (QQQ) declined 0.7% in overnight trading ahead of Thursday, and <a class="mention" data-mention="$SOXX" data-symbol-id="SOXX" href="https://stocktwits.com/symbol/SOXX" target="_blank">iShares Semiconductor ETF</a> (SOXX) fell 1.2%, with sharp declines in Micron (MU), CoreWeave (CRWV) and Marvell (MRVL).On Wednesday, Arizona Rep. Yassamin Ansari&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/micron-hits-3-month-low-amid-chip-rout-after-top-democratic-lawmaker-calls-for-ai-regulation-pause-in-development/cNG14kWR9Eh">called</a> for a pause on advanced AI development until adequate regulations are in place, as well as a ban on artificial superintelligence.<h2 class="st-heading-2">AMD Revives Chip Sentiment After Intel Fiasco&nbsp;</h2>AMD reported stronger-than-expected third-quarter results and forecast fourth-quarter sales above Wall Street estimates, and also said it expects sales to grow 80% in 2027, buoyed by demand for data center chips.&nbsp;The report came after Intel’s tepid forecast last week, which pressured the company's shares and the broader sector.Notably, AMD forecast December-quarter sales above Intel’s outlook. If both companies meet those targets, AMD would outsell Intel for the&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amd-s-ai-boom-puts-it-on-track-to-outsell-intel-for-the-first-time-analysts-see-more-room-to-grow/cNGhvyHR9dn">first time in their history</a>.<h2 class="st-heading-2">Apple Hit By Surging Memory Chip Prices</h2>Apple, Inc. (AAPL) shares tumbled after it said gross profit margin will&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/aapl-stock-tumbles-overnight-on-margin-pressure-from-surging-memory-prices-mu-sndk-inch-higher/cNGQxyuR95f">continue to fall</a> due to surging memory chip prices, which it expects to keep rising well into next year.&nbsp;The company forecast a gross margin of 45% to 46% in the crucial holiday quarter, down from 47.9% in the fourth quarter. The messaging shifted focus from an otherwise upbeat fiscal fourth-quarter report, the first under new CEO John Ternus, with total and iPhone sales beating analyst expectations.Marvell-Lumentum All-Stock DealMarvell (MRVL) on Monday&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/marvell-strikes-115-b-deal-to-acquire-lumentum/cNG9x21R9PP">announced</a> a $115 billion all-stock deal to acquire Lumentum (LITE).The companies said the combination would create a leader in connectivity for artificial intelligence data centers by joining Marvell’s chips and electrical connections with Lumentum’s lasers and optical parts, which move data using light.<h2 class="st-heading-2">Meta Turns To Debt To Fund AI Infrastructure</h2>Meta announced a $15-billion bond sale to help pay for its expanding AI infrastructure. With Oracle’s $20-billion bond and equity offering this week, Meta’s move adds to a broader trend of Big Tech raising debt to fund AI despite having billions of dollars in cash in the bank.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anthropic-is-betting-its-entire-existence-on-optimism-michael-burry-flags-risks-after-ai-firm-s-updated-s-1-says-won-t-pursue-ipo-shares/cNG1O9xR9EZ">Anthropic Is ‘Betting Its Entire Existence On Optimism’: Michael Burry Flags Risks After AI Firm’s Updated S-1, Says Won’t Pursue IPO Shares</a>&nbsp;

Traders work before the closing bell at the New York Stock Exchange (NYSE) (Photo credit should read JOHANNES EISELE/AFP via Getty Images)

Shares of chipmakers, neocloud operators, and key AI infrastructure firms fell as Democrats, who back AI regulations, won in both the House and Senate.

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Traders are intensely debating the sustainability of massive capital expenditures as free cash flow turns negative during the historic infrastructure buildout.

The political shift has fueled volatility, with market participants weighing the impact of potential data center regulations against the broader tech landscape.

Concerns are mounting over debt accumulation as major companies seek billions in new funding to bankroll their aggressive long-term growth projects.

A sharp divide has formed between long-term holders backing fundamentals and active traders exploiting daily swings with short-term put strategies.

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