SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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 selling off with the semiconductor sector after Intels disappointing results and guidance heightened concerns about chip demand and AI spending. Traders disagree over whether the move is sympathy selling or a warning for AMD, with the companys Q3 results and guidance in focus; some see a buying opportunity while others cite valuation and downside risk.

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 announced all-stock acquisition of Lumentum to expand in AI data-center optics is driving attention, as traders focus on dilution, the deals scale, and its lengthy closing timeline amid a sharp selloff. Some see the move as an expensive, risky deal for shareholders, while others argue the strategic fit could strengthen Marvells position in AI connectivity over the long term.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

CEO Wes Cummins comments that roughly 800 MW of planned data-center capacity still needs financing have heightened concerns about borrowing costs, debt and possible dilution amid a broader AI-infrastructure selloff. Traders are split between seeing financing as an execution risk and arguing that long-term leases and demand remain intact.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Marvells agreed all-stock acquisition of Lumentum is driving attention, with the shares selling off as traders focus on the fixed exchange ratio, exposure to Marvells stock, and the long wait for closing. Many see the terms as unfavorable to Lumentum holders, while others argue the combination has strategic value in AI optics and are buying the decline.

Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

The steep selloff is widely attributed by traders to Usonas competing NDA filing and concern that Compass Pathways has yet to complete its own NDA submission. The community is divided over how serious the competitive threat issome see Usona as a first-mover risk, while others point to differences in indications and Usonas nonprofit structureand is looking for management to clarify Compasss regulatory timeline.

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 amid a sharp, volatile retreat alongside AI and optics stocks, with traders debating whether concerns about AI spending and valuations justify the selloff or whether it is an opportunity ahead of earnings. Bulls point to data-center transceiver demand and capacity expansion, while bears focus on customer concentration, dilution and execution risks.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intels sharp selloff is being tied to a weaker-than-expected fourth-quarter outlook, with supply constraints and softer PC demand weighing despite a strong recent quarter. Traders are split between viewing the decline as an oversold buying opportunity and expecting further losses, amid broader pressure on technology and semiconductor stocks.

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 under pressure alongside other AI data-center and neocloud stocks, with traders focused on whether its upcoming earnings and guidance can demonstrate execution and a credible funding path for expansion amid high capital needs. The selloff has fueled fears of further losses and dilution, while some holders argue that contracted AI demand and the companys infrastructure remain valuable.

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

SanDisk is selling off amid fears that Kioxias cautious outlook signals slowing NAND pricing growth, adding to broader weakness in memory and AI-related stocks despite SanDisks strong results and guidance. Traders are divided between concerns that earnings growth may be peaking and bullish arguments that demand and company fundamentals remain strong.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apples fiscal Q4 earnings report is the dominant focus, with traders weighing holiday-quarter guidance and iPhone Duo demand against rising memory costs and a high valuation. Views are sharply split between hopes that a strong report will sustain the stocks relative strength and fears of a post-report pullback, with many seeing Apple as a potential driver of broader tech and index direction.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

The Trade Desk Broadens CTV Ad Reach in Italy: A New Catalyst for TTD?

TTD expands CTV advertising reach in Italy with Skydance Pause Ads on HBO Max and discovery+, adding premium inventory as international CTV growth accelerates.

Can The Trade Desk's Cash Reserves Strengthen Its Competitive Edge?

TTD's liquidity position fuels AI innovation and platform upgrades, but slowing revenue growth and fierce competition pose challenges.

Notable Wednesday Option Activity: MGNI, ATI, ARLO

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Magnite Inc (Symbol: MGNI), where a total volume of 16,370 contracts has been traded thus far today, a contract volume which is representative of approximately 1...

MGNI Stock Heads For Another Month In Green: Magnite Gets Price Target Boost As Google Ad-Tech Changes Open New Growth Path 

Equity

 BofA sees 48% upside for Magnite, citing Google ad-tech remedies as a potential catalyst. 


12 Communication Services Stocks Moving In Friday's Pre-Market Session

Gainers

People (NASDAQ:PPLI) stock rose 8.8% to $39.09 during Friday's pre-market session. The market value of their outstanding shares is at $2.6 billion.
Magnite (NASDAQ:MGNI) stock moved upwards by 6.02% toread more...

Scowtt Appoints AdTech Veteran Ben Trenda as Chief Revenue Officer

Scowtt Appoints AdTech Veteran Ben Trenda as Chief Revenue Officer Scowtt Appoints AdTech Veteran Ben Trenda as Chief Revenue OfficerPR NewswireSEATTLE, Wash., Sept. 23, 2026 Multi-time founder and revenue leader joins Scowtt to help scale the company from approximately $10M to $100M in ARRSEATTLE...

Will OPRX's OpenPath Deal Help TTD Capture More Healthcare Ad Dollars?

The Trade Desk expands healthcare advertising with OptimizeRx, adding authenticated HCP inventory across 400+ EHR and e-prescribing systems.

Why Magnite Stock Rocketed Higher Today

Key PointsA judge unsealed the full ruling from the Google antitrust case...

Magnite Gets Price-Target Hikes After Google Ad-Tech Ruling — Why Analysts See A Win For Independent Ad Tech

Magnite drew fresh analyst backing with StoneX and Craig-Hallum highlighting potential benefits for independent advertising platform, according to TheFly.

TTD Expands Pharma Reach: Can New Healthcare Integrations Drive Growth

TTD is expanding healthcare advertising with Veeva Crossix and IQVIA integrations, giving pharma advertisers more granular measurement and media optimization.

Magnite, Inc. provides a technology solution to automate the purchase and sale of digital advertising inventory for buyers and sellers. It features applications and services for digital advertising sellers including websites, mobile applications, and other digital media properties. The company was founded by Frank Addante, Duc Chau, Craig Roah, Julie Mattern and Brian D. Baumgart on April 20, 2007 and is headquartered in New York, NY.

Magnite Inc

Bearish Sentiment

<ul class="summary-bullets"><li>BofA raised Magnite’s price target to $38 from $25, implying 48% upside.&nbsp;</li><li>The firm expects Google’s ad-tech remedies to increase Magnite’s open-web advertising share from 6% to 8%-10%.&nbsp;</li><li>A U.S. judge ordered Google to change its online ad auction practices and improve compatibility with rivals.&nbsp;</li></ul><p>Magnite Inc. (<a class="mention" data-mention="$MGNI" data-symbol-id="MGNI" href="https://stocktwits.com/symbol/MGNI" target="_blank">MGNI</a>) stock is heading for another monthly gain after BofA raised its price target, pointing to better growth prospects. The firm expects Google’s ad-tech changes to push more advertising money toward rivals like Magnite, increasing its share of open-web ads.&nbsp;</p><p><a href="https://stocktwits.com/symbol/MGNI">Magnite stock</a> edged 0.4% higher in Wednesday’s premarket. The stock has climbed 9% in September and is heading for a second straight month of gains.&nbsp;</p><h2 class="st-heading-2">BofA Raises Magnite Price Target To $38&nbsp;</h2><p>BofA raised Magnite’s price target on the advertising technology company to $38 from $25 while maintaining a Buy rating. The new price target implies a 48% upside to the stock’s last closing price.&nbsp;</p><p>Alphabet Inc,’s (GOOGL, GOOG) Google is at the center of the opportunity. BofA believes proposed remedies in the U.S. Department of Justice's ad-tech case could shift advertising dollars away from Google's AdX exchange and toward competing platforms, including Magnite.</p><p>The firm expects Magnite to gain if advertisers and publishers move more spending to other platforms. BofA estimates Magnite’s share of open-web display ads could rise to 8%-10% from about 6%, helping the company capture more of the market and boost growth.&nbsp;</p><h2 class="st-heading-2">Judge Orders Google To Loosen Ad-Tech Rules&nbsp;</h2><p>Earlier this month, a U.S. District Judge ordered Google to loosen some rules for its online ad auctions and make its technology work better with competing platforms. The court did not require Google to sell its AdX advertising exchange, as the Department of Justice had requested. However, it ordered Google to separate parts of its publisher ad server from AdX.</p><p>A compliance monitor will track Google’s progress under the changes for six years. Google plans to appeal parts of the ruling. Reacting to the judgment, B. Riley raised its price target for Magnite to $30 from $27 while keeping a ‘Buy’ rating.</p><p>The firm said Google’s planned ad-tech changes are similar to what the DOJ sought and could help independent platforms like Magnite compete more effectively. However, appeals and a slow rollout could push gains in market share and financial performance to 2028.&nbsp;</p><figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260930_041535960_d5abe7609e.png" alt="koyfin_20260930_041535960.png" width="2400" height="1240"></figure><h2 class="st-heading-2"><a class="mention" data-mention="$MGNI" data-symbol-id="MGNI" href="https://stocktwits.com/symbol/MGNI" target="_blank">MGNI</a> Stock: Retail View&nbsp;</h2><p>On Stocktwits, retail sentiment around the stock jumped to ‘bullish’ from ‘bearish’ territory the previous day.&nbsp;</p><p>A user&nbsp;<a href="https://stocktwits.com/Laurok1414/message/665377137">said</a>, “<a href="https://stocktwits.com/symbol/MGNI">$MGNI</a> going to be HUGE. Wall Street is slowly figuring it out.”</p><p><a class="mention" data-mention="$MGNI" data-symbol-id="MGNI" href="https://stocktwits.com/symbol/MGNI" target="_blank">MGNI</a> stock has gained nearly 18% in the past twelve months.&nbsp;</p><p>Also see:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nke-ticks-higher-ahead-of-q1-as-short-interest-hits-record-87-m-shares-could-earnings-squeeze-the-bears/cZMFbYBRBh5">NKE Ticks Higher Ahead Of Q1 As Short Interest Hits Record 87M Shares — Could Earnings Squeeze The Bears?</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

The Magnite logo is seen displayed on a smartphone screen.

Magnite Inc. (MGNI) stock is heading for another monthly gain after BofA raised its price target, pointing to better growth prospects. The firm expects Google’s ad-tech changes to push more advertising money toward rivals like Magnite, increasing its shar

MGNI Stock Heads For Another Month In Green: Magnite Gets Price Target Boost As Google Ad-Tech Changes Open New Growth Path

Alphabet Inc Class A

Tidal Trust II - Hilton Small-MidCap Opportunity ETF

$APP – AppLovin

$MGNI – Magnite

$TTD – The Trade Desk

$ZETA – Zeta Global

AI-powered advertising platforms are reshaping how billions of dollars in digital ad spend gets allocated. From mobile gaming to connected TV to data-driven marketing, these four stocks represent the biggest debates in the sector right now. Which adtech name do you want to own for the long haul?

AdTech is one of the most debated sectors in the market right now. Which is your favorite adtech stock?

Feed

News

Sentiment

Earnings

Fundamentals

Info

MGNI News