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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 post-earnings selloff is centered on a weaker-than-expected Q4 outlook, with traders pointing to soft PC demand and manufacturing constraints despite a stronger Q3 showing; the Fab 28 disruption is also cited as a headwind. The community is split between dip-buyers calling the drop an overreaction and bearish traders focused on delayed growth, execution concerns, and analyst downgrades.

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 drawing attention after strong quarterly results and an upbeat outlook failed to prevent a sharp drop, alongside an announced 8-for-1 split and a broader chip selloff. Traders debate whether the decline is profit-taking and market-wide pressure or a warning that memory pricing may be nearing a cyclical peak.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons quarterly results and outlook have sparked a sharp selloff, with traders focused on heavy AI infrastructure spending and negative free cash flow despite accelerating AWS growth. The debate is whether cloud demand and future returns justify the spending: some see the drop as overdone and are buying the dip, while others worry about cash burn and delayed payback.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddits post-earnings selloff is centered on weaker-than-expected Q4 guidance, slowing user growth and declining Google search referrals, alongside plans to test a logged-in-only experience. Traders worry those changes could further reduce traffic and ad reach, while others view the drop as an overreaction to an otherwise strong quarter and see a buying opportunity.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is drawing attention after a reported major Binance security breach prompted a crypto selloff and renewed concerns about exchange security. Traders disagree over whether the incident signals broader risk to crypto or is limited to a centralized exchange, with some viewing the pullback as a buying opportunity and others warning of further declines.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A tech-led selloff following disappointing Intel guidance and Amazons heavy AI spending has intensified concerns that Big Techs capital expenditures may not deliver adequate returns, weighing on QQQ. Traders are split between calling it an AI-bubble unwind with further downside and viewing the decline as a buying opportunity or potential bounce.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

SLV is drawing attention after a steep retreat from silvers January peak, with persistent selling and a break below the closely watched $50 area prompting traders to debate where support may form. Many expect further losses, while others see oversold conditions and are buying dips; explanations range from higher yields and profit-taking to unsubstantiated claims of market manipulation.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbases quarterly results sparked debate: traders noted the headline profit beat but questioned its quality because much of it came from gains on crypto holdings while operating income and transaction revenue weakened. Concern over reports of a major Binance security breach and the resulting crypto-market pressure added to bearish sentiment, though some see Coinbase as a potential beneficiary because its own platform was not reported hacked.

Aurinia Pharmaceuticals, Inc. is a clinical stage bio-pharmaceutical company, which engages in the research, development, and commercialization of therapeutic drugs. The company was founded by Robert Foster, Richard Glickman, and Michael Martin on June 16, 1993 and is headquartered in Edmonton, Canada.

Aurinia Pharmaceuticals Inc

Aurinias Q3 results and higher full-year revenue guidance are driving attention, with traders pointing to continued LUPKYNIS growth and profitability. Reactions are mixed: some call the report strong, while others question the lack of sequential sales growth and another earnings release without a call, alongside volatile trading.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivians quarterly results beat expectations and the company raised its delivery outlook as the R2 ramp gains traction, drawing bullish reactions from traders. The enthusiasm is tempered by frustration over muted share performance and concerns about continued losses, cash burn, and the path to profitability.

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SMCI Shares Rally After Exec Says Order Strength Remains Strong, Q2 Earnings Sails Past Estimates

Equity

SMCI reported net sales of $12.7 billion compared to $5.7 billion in the same period year-ago. 


Snowflake Shares Are In Investors’ Focus Today – Why Is Wall Street Upbeat After New Announcement?

Snowflake and OpenAI will work closely together to develop and deploy customized AI solutions for joint enterprise customers. 

The Biggest Risk To MSTR Isn't MSCI Delisting Or Bitcoin’s Price Crashing, Says Analyst 

Cryptocurrency

According to Jeff Dorman, the chief investment officer at Arca, the biggest threat to MSTR is if its stock price doesn’t rise alongside Bitcoin. 


Lululemon Founder Targets Board Change Ahead Of CEO Search

The proposal seeks to make boardroom revisions before the athletic-apparel company chooses a new CEO

Biogen Licenses Vanqua Bio’s Immunology Drug In $1.06B Deal

Illumina Stock Surged 6% Today – Here’s Why

The company announced that its new business will focus on developing data assets, software, and artificial intelligence to drive drug development.


Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF

Neutral Sentiment

<ul class="summary-bullets"><li>The company expects net sales of at least $12.3 billion for the third quarter of fiscal year 2026 ending March 31, 2026, above Wall Street projections of $10.2 billion.&nbsp;</li><li>A SMCI executive said that despite supply chain challenges in the industry, SMCI’s global manufacturing team executed well in delivering record revenue orders.&nbsp;</li><li>The upbeat results made the stock the top trending stock on Stocktwits platform.&nbsp;</li></ul><p>Super Micro Computer (SMCI) shares jumped nearly 5% in after-hours trading on Tuesday after it reported a 122% jump in its second quarter net sales as demand for its services remained strong.&nbsp;</p><p>At the time of writing the stock was the top trending stock on Stocktwits' platform.&nbsp;</p><p>“Despite supply chain challenges in the industry, our global manufacturing team executed well in delivering record revenue orders. Order strength remains strong from global large data center and enterprise customers, AI, GPU platforms, which represent over 90% of Q2 revenue continue to be the key growth driver,” a SMCI executive said in an analyst call.&nbsp;</p><h2 class="st-heading-2">Upbeat Q2 Earnings</h2><p>SMCI reported net sales of $12.7 billion compared to $5.7 billion in the same period year-ago. The sales figure sailed past analyst estimates of $10.34 billion, as per fiscal.ai.&nbsp;</p><p>Adjusted and diluted net income per common share of $0.69 in the second quarter, above analyst estimates of $0.49 per share.&nbsp;</p><p>“With our leading AI server and storage technology foundation, strong customer engagements, and expanding global manufacturing footprint, we are scaling rapidly to support large AI and enterprise deployments while continuing to strengthen our operational and financial execution,” said Charles Liang, Founder, President and CEO of Super Micro.</p><h2 class="st-heading-2">Outlook</h2><p>The company expects net sales of at least $12.3 billion for the third quarter of fiscal year 2026 ending March 31, 2026, above Wall Street projections of $10.2 billion.&nbsp;</p><p>It further expects adjusted net income per diluted share of at least $0.60 for its third quarter, below analyst expectations of $0.54 per share.&nbsp;</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>Retail sentiment around SMCI trended in ‘extremely bullish’ territory amid ‘extremely high’ message volume.</p><p>One user said ‘double down your shares and hold strong, we should see at least 100% gain’.</p><p><stembedurl>https://stocktwits.com/solar1/message/643887931</stembedurl></p><p>Another bullish user said that SMCI has become their favourite stock and they will hold the stock until it crosses the $100 mark.&nbsp;</p><p><stembedurl>https://stocktwits.com/ItsOver123/message/643887375</stembedurl></p><p>Shares in the company have risen 9% over the past 12 months.&nbsp;</p>

In this photo illustration, the Supermicro (Super Micro Computer) logo is seen displayed on a smartphone screen.

SMCI reported net sales of $12.7 billion compared to $5.7 billion in the same period year-ago. 

American Century ETF Trust - Avantis Responsible U.S. Equity ETF

American Century ETF Trust - Avantis U.S. Equity ETF

Super Micro Computer Inc

ProShares S&P 500 Ex-Health Care ETF

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Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

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