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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 weaker-than-expected fourth-quarter outlook after its earnings reportamid soft PC demand, manufacturing constraints, and analyst downgradeshas driven a sharp selloff. Traders are divided between calling the decline an oversold buying opportunity and warning that the guidance reset could bring further losses.

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

SanDisks earnings beat, upbeat outlook and announced stock split have been overshadowed by a sharp selloff alongside tech and memory shares. Traders are split between calling the drop an overreaction to strong results and warning that slowing growth and potentially peaking memory prices signal a cyclical downturn.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A sharp Nasdaq selloff has QQQ traders focused on tech earnings and concerns that heavy AI spending may not deliver returns, with Alphabets results and rising capital-expenditure plans cited as pressure points. The community is split between fears of an AI-bubble unwind and forced selling, and dip-buyers looking for a rebound; midterm and geopolitical speculation also appears.

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 sharp selloff is centered on a softer fourth-quarter outlook and falling Google search referrals, which have raised concerns about user growth; plans to test a logged-in experience also prompt fears that casual traffic could weaken further. Traders debate whether these are lasting growth risks or whether the reaction is excessive given the earnings beat, with some buyers calling shares oversold.

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

Nvidia is caught in a broader tech and semiconductor selloff as Amazons heavy AI spending and Intels weak outlook intensify concerns that hyperscaler capital expenditures may not earn adequate returns. Traders are split between warnings that the AI buildout is a bubble and dip buyers who argue demand for Nvidias chips remains strong.

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

Direxion Daily Semiconductor Bull 3X Shares

SOXL is plunging as semiconductor and tech shares sell off, with traders frequently blaming Intels weak outlook and slowing PC demand for weighing on the sector; broader concerns about tech earnings and the AI trade are also in the discussion. The sharp decline has sparked a split between dip buyers expecting a rebound and traders warning of further losses, with SOXLs 3 leverage amplifying the volatility.

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 tech and semiconductor selloff, as Intels weak outlook and scrutiny of AI spending returns weigh on chip stocks. Traders disagree on whether the drop signals broader AI valuation concerns or creates an opportunity for AMD to gain from Intels struggles, with the companys earnings report a key focus.

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A sharp broad-market selloff tied to disappointing tech results and concerns that heavy AI spending may not pay off has traders debating whether the AI-led rally is unwinding; rising oil and Iran-war fears and midterm uncertainty add to the anxiety. Many are bearish and see more downside, while others are buying the dip or looking for a rebound.

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

AppLovin is under pressure ahead of its quarterly earnings report, with traders citing analyst price-target cuts and concerns about advertising growth and competition, amplified by weak signals from other ad-supported companies. The community is split between viewing the steep selloff as a valuation opportunity and fearing that results or guidance could disappoint amid broader weakness in tech stocks.

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 management raised its delivery outlook as the R2 ramped, prompting bullish reactions and renewed interest in the companys growth prospects. Traders remain divided because the shares struggled to hold their gains, with skeptics focusing on continued cash burn and the uncertain path to profitability.

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MPWR Q3 Earnings Surpass Estimates on Enterprise Data Strength

Monolithic Power's Q3 2026 earnings surge 73.2% as AI-driven demand fuels record revenues, with Enterprise Data growth and upbeat Q4 2026 guidance in focus.

VICR Gains From Hardware Boom and Rising Backlog: What's Ahead?

Vicor's AI power-delivery demand, surging Advanced Products revenues and expanding backlog support its growth outlook.

Monolithic Power Systems Q3 2026 Earnings Call Transcript

Monolithic Power Systems (NASDAQ:MPWR) reported third-quarter financial results on Thursday. The transcript from the company's third-quarter earnings call has been provided below.This transcript is brought to you byread more...

Monolithic (MPWR) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

The headline numbers for Monolithic (MPWR) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Monolithic Power (MPWR) Q3 Earnings and Revenues Beat Estimates

Monolithic (MPWR) delivered earnings and revenue surprises of +5.00% and +3.56%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Vicor Stock is Overvalued at 16.52X EV/Sales: Should You Still Buy it?

VICR trades at a premium of 16.52X EV/Sales, but AI-driven demand, surging royalties and manufacturing expansion make the stock worth considering despite valuation risks.


Did Monolithic Power Systems, Inc. Insiders Breach their Fiduciary Duties to Shareholders?

Did Monolithic Power Systems, Inc. Insiders Breach their Fiduciary Duties to Shareholders? Did Monolithic Power Systems, Inc. Insiders Breach their Fiduciary Duties to Shareholders?PR NewswireNEW YORK, Oct. 27, 2026 Shareholders are encouraged to contact the firm to discuss their rights and options...

Rosen Law Firm Announces Investigation of Breaches of Fiduciary Duties by the Directors and Officers of Monolithic Power Systems, Inc. - MPWR

Rosen Law Firm Announces Investigation of Breaches of Fiduciary Duties by the Directors and Officers of Monolithic Power Systems, Inc. - MPWR Rosen Law Firm Announces Investigation of Breaches of Fiduciary Duties by the Directors and Officers of Monolithic Power Systems, Inc. - MPWRPR NewswireNEW...

Can Slightly Higher Processor Revenues Aid Intel's Q3 Earnings?

INTC's Q3 earnings may benefit from higher processor revenues, AI collaborations and new Core Ultra chips, despite stiff competition and elevated costs.

Can Higher Data Center Revenues Propel Intel's Q3 Earnings?

INTC's Q3 earnings could benefit from higher data center revenue, driven by AI infrastructure expansion and rising demand for Xeon processors.

$MPWR Q3 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of $8.19 up 73.15% YoY
• Reported revenue of $1.2B up 63.11% YoY
• For Q4 2026, Monolithic Power Systems forecasts revenue of $1.32B to $1.39B, GAAP gross margin of 55.2% to 55.8%, and non-GAAP gross margin of 55.5% to 56.1%.

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Monolithic Power System Inc

 Q3 '26 Earnings Results & Recap

• Reported GAAP EPS of $8.19 up 73.15% YoY
• Reported revenue of $1.2B up 63.11% YoY
• For Q4 2026, Monolithic Power Systems forecasts revenue of $1.32B to $1.39B, GAAP gross margin of 55.2% to 55.8%, and non-GAAP gross margin of 55.5% to 56.1%.

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Stocktwits Earnings

• Reported GAAP EPS of $8.19 up 73.15% YoY
• Reported revenue of $1.2B up 63.11% YoY
• For Q4 2026, Monolithic Power Systems forecasts revenue of $1.32B to $1.39B, GAAP gross margin of 55.2% to 55.8%, and non-GAAP gross margin of 55.5% to 56.1%.

Monolithic Power Systems reported higher GAAP operating expenses and lower operating margin QoQ; Consumer revenue fell YoY, Storage & Computing revenue fell QoQ, and China manufacturing capacity is a stated risk.

Monolithic Power Systems reported record revenue, strong enterprise-data demand and customer-base expansion using AI design tools, first 48V automotive orders, and sampling of GAN-based 800V data-center solutions.

Monolithic Power Systems, Inc. designs, develops, and markets integrated power semiconductor solutions and power delivery architectures for computing and storage, automotive, industrial, communications, and consumer applications markets. The firm's products include portable electronic devices, wireless LAN access points, computers and notebooks, monitors, infotainment applications, and medical equipment. It operates through the following geographical segments: China, US, Taiwan, and Other. The company was founded by Michael R. Hsing, and James C. Moyer on August 22, 1997, and is headquartered in West Palm Beach, FL.

These 3 Semiconductor Stocks Drew The Most Retail Buzz Last Week

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Neutral Sentiment

Semiconductor stocks remained a focal point for retail traders last week, with earnings reports and company-specific developments driving significant volatility.According to Stocktwits data, the following three chip stocks experienced the largest spikes in message volume in the week ending Feb. 7, 2025:Semtech Corporation (3200% increase in message volume)Semtech (SMTC) shares fell 10% on Friday following the company’s disclosure that sales of its CopperEdge products, used in active copper cables, would come in lower than its prior "floor case" estimate of $50 million due to changes in server rack architecture.The nose-dive was triggered by the&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/semtech-stock-edges-lower-as-baird-trims-price-target/chPz8JRRsw">announcement</a> that sales of its CopperEdge products, used in active copper cables, would be lower than the company’s previously disclosed "floor case" estimate of $50 million due to rack architecture changes.Piper Sandler slashed its price target from $75 to $55, maintaining an ‘Overweight’ rating. The firm cited Nvidia’s (NVDA) shift in rack architecture as a key driver of the lowered estimates for Semtech’s copper cable opportunity.Meanwhile, Stifel cut its price target from $75 to $70 but retained a ‘Buy’ rating, reiterating that changes in customer feedback led to the reduced sales forecast.<figure class="image"><img style="aspect-ratio:1302/295;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2025_02_10_072856_f3b61c4c07.png" alt="Screenshot 2025-02-10 072856.png" width="1302" height="295"><figcaption>Semtech Sentiment and Message Volume on Feb.10 as of 7:25 a.m. ET | Source: Stocktwits</figcaption></figure>Despite the drop, retail sentiment on Stocktwits remains ‘bullish,’ with pre-market chatter at ‘extremely high’ levels on Monday.&nbsp;Semtech’s stock declined 18% over the past week and is down over 29% in pre-market trade on Monday.Monolithic Power Systems Inc. (1800% increase in message volume)Monolithic Power Systems Inc. (MPWR) saw a spike in message volume after the company&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/monolithic-power-q4-2024-earnings-stock-rally-2025-guidance/chPznqdRsv">reported</a> stronger-than-expected fourth-quarter earnings and issued an upbeat outlook for the first quarter of 2025 resulting in a string of price hikes by Wall Street.Revenue for the quarter climbed 36.9% year-over-year (YoY) to $621.7 million, exceeding estimates of $608.07 million.For the first quarter of 2025, the company expects revenue between $610 million and $630 million, well above the consensus forecast of $600 million on Koyfin.For the full year 2024, Monolithic Power achieved record revenue of $2.2 billion, up 21.2% year-over-year—marking its 13th consecutive year of revenue growth.<figure class="image"><img style="aspect-ratio:1299/297;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2025_02_10_073110_29e2d90d2e.png" alt="Screenshot 2025-02-10 073110.png" width="1299" height="297"><figcaption>Monolithic Power Systems Sentiment and Message Volume on Feb.10 as of 7:30 a.m. ET | Source: Stocktwits</figcaption></figure>On Stocktwits, retail sentiment around Monolithic Power was ‘bullish’ accompanied by ‘extremely high’ chatter in pre-market trade on Monday.&nbsp;The stock has climbed over 17% in the last week.Skyworks Solutions Inc. (1500% increase in message volume)Skyworks Solutions Inc. (SWKS) lost nearly a quarter of its market capitalization, with the shares&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/skyworks-stock-5-year-low-apple-iphone-business-shrinks/chPDjyWRs5">falling to a five-year low</a> on Wednesday despite beating first-quarter earnings expectations, after the company warned that increased competition for Apple Inc.’s (AAPL) semiconductor business would dent future sales by 20% to 25%.&nbsp;Retail chatter has also been&nbsp;<a href="https://stocktwits.com/StocktwitsPolls/message/603149211">speculating</a> who is most likely to benefit from Skyworks loss – Qualcomm (QCOM), Broadcom (AVGO), Apple Inc.’s (AAPL) own internal development or Qorvo (QRVO).<figure class="image"><img style="aspect-ratio:1307/299;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2025_02_10_073143_6af35f3055.png" alt="Screenshot 2025-02-10 073143.png" width="1307" height="299"><figcaption>Skyworks Solutions Sentiment and Message Volume on Feb.10 as of 7:35 a.m. ET | Source: Stocktwits</figcaption></figure>On Stocktwits, retail sentiment around Skyworks was ‘extremely bullish’ accompanied by ‘extremely high’ chatter in pre-market trade on Monday, despite last week’s&nbsp;setback.&nbsp;The stock is down 24% over the last week.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/astera-labs-stock-q4-2024-earnings-ai-spending-impact/ch5E3P5RtK">AI Chipmaker Astera Labs Jumps Ahead Of Q4 Earnings As Tech Giants Ramp Up Spending, Retail Sentiment Gets A Lift</a>

Semiconductor devices are seen on the semiconductor production line in Binzhou, Shandong Province of China

Retail traders turned their focus to semiconductor stocks as earnings season unfolded, sending message volumes for these chip makers soaring.

Semtech Corp.

Skyworks Solutions, Inc.

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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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$MPWR Q3 '26 Earnings Results & Recap

• Reported GAAP EPS of $8.19 up 73.15% YoY
• Reported revenue of $1.2B up 63.11% YoY
• For Q4 2026, Monolithic Power Systems forecasts revenue of $1.32B to $1.39B, GAAP gross margin of 55.2% to 55.8%, and non-GAAP gross margin of 55.5% to 56.1%.

$MPWR reports earnings today after the close. I’m bullish heading into the report: MPWR has beaten EPS estimates in 8 of its last 8 reports, according to Stock Meadow.

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$MPWR  Has made a nice move off the 200d mva and reclaimed all mva’s. Patience pays. Sometimes

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