SPDR Dow Jones Industrial Average ETF

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Invesco QQQ Trust Series 1

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A sharp Nasdaq-100 selloff has traders focused on heavyweight tech earnings and concerns that soaring AI spending may not deliver returns fast enough, with some attributing added pressure to month-end liquidation and margin calls. The community is split between fears of a deeper AI-led correction and dip buyers looking for a rebound.

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 weak fourth-quarter outlook, citing soft PC demand and manufacturing constraints, has driven a steep selloff, with analyst downgrades adding pressure. Traders are split between calling the drop an overreaction and buying the dip versus warning of further downside, while some see the move as part of a broader tech and semiconductor rout.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

A sharp, tech-led market selloff has put SPY in focus, with traders connecting the pressure to Amazon and Intel results and renewed concerns that heavy AI spending may not pay off. The discussion is largely bearish, with crash and liquidation fears competing against calls to buy the dip and expectations of a relief bounce.

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

A broad tech and semiconductor selloff has weighed on Nvidia, as concerns about Big Techs heavy AI infrastructure spending and uncertain returns are compounded by fallout from Amazon and Intel results. Traders are divided between warning that the AI trade is a bubble and viewing the decline as an overreaction or buying opportunity, with some arguing AI demand remains intact.

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

Direxion Daily Semiconductor Bull 3X Shares

SOXL is under pressure amid a broad semiconductor and tech selloff, with traders repeatedly pointing to Intels weak outlook and softer PC demand as a drag on chip sentiment, alongside concerns about AI valuations. Its 3x leverage magnifies the downturn; the community is split between dip buyers anticipating a rebound and bears warning of further losses and leverage decay.

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 sharply despite a strong quarterly beat, upbeat guidance and an announced 8-for-1 split, as traders debate whether the drop reflects a broader tech and AI-stock unwind or concerns that memory pricing and earnings growth are nearing a cyclical peak. Many call the decline an overreaction and are buying the dip, while bears point to slowing growth and possible peak-cycle risks.

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

Reddit shares plunged after its quarterly report paired strong results with a weaker-than-expected outlook, declining Google search referrals and signs of slowing user growth; plans to push users toward a logged-in experience added concern about traffic and ad reach. Traders are split between calling the selloff an overreaction given Reddits growth and profitability, and warning that search dependence and potential user losses threaten future growth.

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 technology and semiconductor selloff as investors question AI spending returns and elevated chip valuations, with Intels weak outlook adding to sector pressure. Traders disagree over whether AMDs decline is justified or sympathy selling ahead of its earnings report, citing its data-center opportunity as a counterpoint.

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 steep selloff ahead of its earnings report is driving discussion, with traders pointing to analyst price-target cuts and concerns about ad-tech peers results and the broader market. Bulls argue the decline has made the companys valuation compelling, while bears fear weak results or guidance could bring further pressure.

Bitcoin (BTC) is a cryptocurrency launched in 2010. Users are able to generate BTC through the process of mining. Bitcoin has a current supply of 20,105,365. The last known price of Bitcoin is 76,874.98691422 USD and is down -4.82 over the last 24 hours. It is currently trading on 12773 active market(s) with $58,826,736,014.03 traded over the last 24 hours. More information can be found at https://bitcoin.org/.

Bitcoin

Bitcoins selloff is being linked mainly to a reported major Binance security breach, with traders also citing leveraged liquidations and weakness in tech stocks as added pressure. The community is split between fears of further selling and exchange-related security risks, and dip-buyers arguing the incident affected Binance rather than Bitcoin itself and that the price has held up relatively well.

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MU Stock Could See ‘Sizable’ Multiple Expansion, RBC Says Citing AI-Driven Memory Demand

Equity

According to RBC Capital, Micron trades at roughly 6.5 times expected forward earnings, which gives limited credit to its Strategic Customer Agreements and floor pricing agreements.


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Wall Street Veteran Visser Says Bitcoin Break Above 200-Day Average Would Start 'Next Phase' — Flags Micron Sell-Off As AI Warning

Markets overreacted to Warsh’s comments, Visser said, and expects the Fed to hold, citing AI-driven productivity as the rationale against near-term rate rises.

The Zacks Analyst Blog Highlights Micron, MUU, MULL, SHOC,CHPX and FTXL

Micron soared after crushing Q3 estimates, forecasting stronger Q4 sales and highlighting AI-driven memory demand. See ETFs with significant MU exposure.

Micron Soars Post Q3 Earnings on AI Memory Crunch: ETFs to Watch

Micron's stellar earnings, record margins and AI-fueled memory shortages put semiconductor ETFs with high MU exposure in the spotlight.

Why Backpack Just Tokenized Micron On Solana Two Days Before Its AI Memory Earnings Print

Cryptocurrency

Micron’s recent rollout follows Backpack's tokenized SpaceX launch, which the firm said surpassed 10,000 holders and $350 million in on-chain volume.

Best-Performing Leveraged ETF Areas of Last Week 

IONX, RGTX, CWVX, MULL and ORCX soared last week as leveraged bets on quantum, AI cloud, memory chips and Oracle's rally paid off.

5 ETF Areas That Thrived Amid the Trump-Musk Feud Yesterday

GraniteShares ETF Trust - GraniteShares 2x Long MU Daily ETF

Bearish Sentiment

<ul class="summary-bullets"><li>RBC Capital analyst Srini Pajjuri reiterated an ‘Outperform’ rating and $1,500 price target on Micron.</li><li>The firm expects AI demand, particularly from more memory-intensive agentic AI applications, to continue outpacing memory supply.</li><li>HBM growth, limited clean-room capacity and tight EUV availability are creating structural constraints on memory supply, according to RBC.</li></ul>Micron Technology (MU) shares are trading at a valuation that RBC Capital said barely reflects the company’s exposure to the AI-driven memory boom, leaving room for “sizable” multiple expansion, in a note to investors on Friday.According to TheFly, RBC Capital analyst Srini Pajjuri reiterated an ‘Outperform’ rating and a $1,500 price target on Micron, citing the growing memory requirements of AI workloads, including the shift toward more memory-intensive agentic AI applications.<a href="https://stocktwits.com/symbol/MU">MU stock</a> rose as much as 1.6% in morning trade, with retail sentiment on Stocktwits around the shares trending in ‘bearish’ territory over the past day.&nbsp;<h2 class="st-heading-2">AI Demand Keeps Pressure On Memory Supply</h2>RBC said memory demand remains ahead of available supply, with the imbalance supported by several structural constraints across the industry. Those include rapid growth in high-bandwidth memory (HBM), limited clean-room capacity and tight availability of extreme ultraviolet (EUV) equipment.HBM has become increasingly important for AI accelerators due to its ability to deliver high memory bandwidth while meeting the processing demands of large AI workloads.&nbsp;The expansion of agentic AI, which involves AI systems operating with greater autonomy and handling multiple tasks, could further increase memory requirements, according to the analyst.<h2 class="st-heading-2">Valuation Barely Credits Strategic Deals</h2>Despite the favorable supply-demand backdrop, Pajjuri said Micron’s valuation remains relatively modest.The stock trades at roughly 6.5 times expected forward earnings, according to RBC. Pajjuri stated that this valuation gives limited credit to Micron’s Strategic Customer Agreements and floor pricing agreements.RBC said the combination of sustained AI demand, structural supply constraints and customer agreements leaves room for a “sizable” expansion in Micron’s valuation multiple.<h2 class="st-heading-2">How Does The Rest Of Wall Street Feel About MU Stock?</h2>MU stock has already gained over 235% year-to-date and over 500% in the last 12 months. Wall Street’s 12-month average price target for Micron stands at $1,513, according to Koyfin data, implying potential upside of over 50% from current levels.Out of the 49 analysts covering the stock, 45 give Micron a ‘Strong Buy’ or ‘Buy’ rating, with only four analysts recommending ‘Hold.’Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dan-ives-says-ai-leaders-cant-stop-the-elevator-with-meta-in-the-ferrari-left-lane/cZtuDjwRB3r">Dan Ives Says AI Leaders Can't 'Stop The Elevator' With Meta In The 'Ferrari Left Lane' As AI Race Accelerates</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 The logo for Micron Technology is posted at their headquarters on June 25, 2025 in San Jose, California. 

According to RBC Capital, Micron trades at roughly 6.5 times expected forward earnings, which gives limited credit to its Strategic Customer Agreements and floor pricing agreements.

Micron Technology Inc

GraniteShares 2x Long MU Daily ETF

Invesco NASDAQ 100 ETF

iShares Semiconductor ETF

Technology Select Sector SPDR Fund

Hold rates steady

Cut 25 bps

Hike 25 bps

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.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

Current Price	$16.08
Prev Close	$18.71
Open	$16.67
Dividend Yield	N/A
50-Day Moving Average	$21.82
Beta	N/A
Avg. Volume	4.66M
PE Ratio	N/A

52-Week High	$43.53
52-Week Low	$1.74
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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