SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energys strong Q3 results and raised full-year outlook are being overshadowed by a sharp selloff, with traders citing negative cash flow amid heavy capacity investment, a stretched valuation, and broader pressure on AI-linked stocks. Bulls view the results and data-center power demand as evidence of strong growth, while bears question cash generation and whether expectations had become too high.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. It operates through the Hard Disk Drives (HDD) segment. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digitals strong quarterly results, higher guidance, and dividend increase are drawing attention, but shares have sold off despite the positive report. Traders are debating whether the decline reflects broader weakness in AI and storage stocks and fears of peak-cycle margins, or an overreaction to results that supporters say show continued demand.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Modernas shares plunged after Phase 3 data for its personalized melanoma vaccine with Mercks Keytruda surfaced ahead of the planned presentation; although the combination reduced recurrence-or-death risk, traders widely viewed the results as falling short of lofty expectations after the stocks sharp run-up. The debate centers on whether the selloff is an overreaction to positive clinical results or a reassessment of the vaccines commercial promise and Modernas valuation.

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

Direxion Daily Semiconductor Bull 3X Shares

A sharp semiconductor and tech selloff, amid AI/data-center financing concerns and geopolitical risk, has been magnified by SOXLs 3x leverage. Traders are split between viewing the plunge as an oversold buying opportunity and warning that semiconductor and AI valuations could fall further.

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 resilience near record highs, including on weak tech-market sessions, is driving attention, with traders pointing to defensive rotation and reports of strong iPhone Duo demand ahead of earnings. Bulls see durable demand and a potential breakout, while skeptics question the valuation and attribute the strength to positioning or market flows rather than improving fundamentals.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQs sharp drop reflects a tech and semiconductor selloff as concerns resurfaced about AI investment returns and financing, alongside higher oil prices and geopolitical risk. Traders are divided between expecting a deeper correction and viewing the pullback as a buying opportunity near support.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

Semiconductors are selling off sharply alongside the Nasdaq, with traders citing concerns about AI investment financing and credit availability, as well as broader oil and geopolitical pressures. The community is split between calling the decline an oversold buying opportunity and warning that AI-bubble fears could drive further losses.

Deckers Outdoor Corp. engages in the business of designing, marketing, and distributing footwear, apparel, and accessories developed for both everyday casual lifestyle use and high performance activities. It operates through the following segments: UGG Brand, HOKA Brand, Teva Brand, Sanuk Brand, Other Brands, and Direct-to-Consumer. The UGG Brand segment offers a line of premium footwear, apparel, and accessories. The HOKA Brand segment sells footwear and apparel that offers enhanced cushioning and inherent stability with minimal weight, originally designed for ultra-runners. The Teva Brand segment focuses on the sport sandal and modern outdoor lifestyle category, such as sandals, shoes, and boots. The Sanuk Brand segment originated in Southern California surf culture and has emerged into a lifestyle brand with a presence in the relaxed casual shoe and sandal categories. The Other Brands segment includes the Koolaburra by UGG brand. The Direct-to-Consumer segment consists of retail stores and e-commerce websites. The company was founded by Douglas B. Otto in 1973 and is headquartered in Goleta, CA.

Deckers Outdoor Corp.

Deckers latest quarterly results and outlook are driving attention: earnings and margins beat expectations, but revenue fell short and the company cut its full-year sales guidance as HOKA and UGG growth slowed, weighing on the shares. Traders are divided between viewing the selloff as excessive given profitability and buybacks, and seeing the lower outlook as evidence of weakening growth.

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 amid a sharp selloff in memory and semiconductor stocks, with traders citing broader AI-capex worries and concerns that strong storage earnings may not sustain peak-cycle expectations. The community is split between buyers treating the drop as a correction ahead of earnings and bears pointing to broken technical support and competition risks.

Forgent Power Solutions, Inc. is a holding company, which engages in the design and manufacture of electrical distribution equipment used in data centers, power grid, and energy-intensive industrial facilities. It also offers powertrain solutions and standard and custom products. The company was founded on July 21, 2025 and is headquartered in Dayton, MN.

Forgent Power Solutions Inc. - Ordinary Shares - Class A

Forgent Power Solutions Inc.

Forgents CFO departure triggered a sharp selloff, followed by company clarification that he was not leaving over a disagreement and a preliminary update that first-quarter revenue and adjusted EBITDA would exceed prior guidance. Traders are divided between viewing the drop as an overreaction given the companys backlog and growth outlook, and worrying that the abrupt transition signals undisclosed financial issues.

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

GraniteShares Readies to Launch 2x Short Anthropic ETF (ANS)

Others

GraniteShares Readies to Launch 2x Long Anthropic ETF (AIL)

GraniteShares Launches the First U.S.-Listed Leveraged ETFs on SK hynix

GraniteShares Launches BBUL and PUL, 2x Long ETFs on BlackBerry and Everpure

NVIDIA Falls on Data Center Misses: Buy the Dip with ETFs?

NVDA's Q2 beat was marred by a data center revenue miss, but ETFs like SMH and SHOC could help investors play its AI-driven growth, with lesser risks.

OpenAI raises $8.3 billion at $300 billion valuation, exceeding target - NYT

Investing.com -- OpenAI has secured $8.3 billion in funding at a $300 billion valuation, exceeding its target and completing the fundraising months ahead of schedule, according to the  New York Times  (NYSE:NYT) DealBook Newsletter.

U.S. tech names no longer behaving as a "homogeneous block," BCA Research says

Investing.com - A recent rally in tech stocks is becoming increasingly polarized, with names like Nvidia (NASDAQ:NVDA) and Microsoft (NASDAQ:MSFT) outpacing even its "Magnificent Seven" mega-cap peers such as Apple (NASDAQ:AAPL), according to analysts at BCA Research.

Nvidia orders 300,000 H20 chips as China demand surges, Reuters reports

Investing.com-- Nvidia (NASDAQ:NVDA) has placed fresh orders for 300,000 of its H20 AI chips with contract manufacturer Taiwan Semiconductor Manufacturing Co (TSMC) (TW:2330) amid rising demand from China, Reuters reported on Tuesday, citing unnamed sources.

Nvidia’s H20 stockpile won’t meet accelerating China demand: Jefferies

Investing.com -- Nvidia’s inventory of H20 AI chips is unlikely to satisfy surging demand in China following a temporary lift of U.S. export restrictions, according to Jefferies.

Trump’s ’big beautiful bill’ to boost big tech’s cash bonanza, AI dominance: MS

Investing.com -- President Trump’s One Big Beautiful Bill may be pitched as a game-changer for America’s future, but Morgan Stanley analysts believe the real impact is a windfall for Big Tech—delivering a powerful, cash-rich boost to the biggest names in AI, helping them dominate the future of AI. 

GraniteShares ETF Trust - GraniteShares 2x Long NVDA Daily ETF

'Over-Achiever' Nvidia Warms Sell-Side, Retail As Bullish Analyst Says Path For $4 Trillion Market Cap Laid Out

Equity

Bullish Sentiment

Nvidia Corp. ($NVDA) shares alternated between gains and losses as traders reacted to the artificial intelligence chip maker’s fiscal year 2025 third-quarter results released late-Wednesday.The market may have become skeptical regarding Nvidia following the results but sell-side analysts are unanimously positive about the near- and medium-term outlook.A slew of analysts upped their price targets for the stock,&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://thefly.com/news.php?symbol=NVDA">according</a> to the Fly. Goldman Sachs, Barclays, JPMorgan, Needham and Wedbush hiked their respective price targets by $15 each.&nbsp;Uniquely Positioned:&nbsp;Nvidia is uniquely positioned in the next wave of artificial intelligence (AI), namely enterprise, in NeMo, which enables enterprise-level customization, and NIM micro-service offerings, said Baird analyst Tristan Gerra.Industrial AI in the form of Omniverse, is also part of the next-wave of applications, he added.Baird’s industry conversation echoed Nvidia’s sentiment that no severe issue such as overheating is impacting Blackwell demand."No demand slowdown in sight, as Nvidia expects worldwide data center 'modernization' from coding to generating AI to be ongoing over the next five years," the firm said.Delving into the soft gross margin guidance, Gerra said the 12-month new AI product cadence has a slight compression effect on gross margin but it would help maintain Nvidia's AI market share above prior expectations and above 75%.Gerra reiterated an “Outperform” rating and lifted the price target for the stock from $150 to $95.Steep Blackwell Ramp In The Cards: Morgan Stanley analyst Joseph Moore said the September quarter proved to be a transitional period . "All indications continue to be that there will be a strong Blackwell ramp, though supply will be the limiter for Blackwell through CY25," he said.Moore maintained an “Overweight” rating and raised the stock price target from $160 to $168. Nvidia is Morgan Stanley’s top semiconductor picks, due to strong visibility into the Blackwell ramp and high conviction relative to peers."On peak earnings power we still see the stock as less expensive than other AI beneficiaries, while everything else in semis continues to suffer from cyclical pressures," the analyst said.Over Achievement Continues: Daiwa Capital Markets’ Louis Miscioscia said Nvidia’s “over achievement” continues even as the Street estimates continue to go higher. The analyst said his impression is “positive.”He attributed the post-earnings sell-off to "high expectations," and previous stock price appreciation. "AI is big and could be bigger than world changing events like the PC, smartphone, Internet, etc," he said.Daiwa rates Nvidia an "Outperform."Another Earnings Performance For The Ages: Wedbush analyst Daniel Ives said he would characterize the results as "another earnings press release from Nvidia that should be framed and hung in the Louvre given these eye popping results and unprecedented growth from the Godfather of AI Jensen [Huang] and Nvidia."Calling Blackwell, as the "LeBron of chip releases," the analyst said the AI chip appears to be ramping even faster than expected.Ives called the guidance “conservative.”&nbsp;“We believe the path to $4 trillion market cap and beyond is now laid out by Nvidia and this is bullish for the broader tech rally into year-end and 2025,” he said.<figure class="image"><a href="https://stocktwits.com/symbol/NVDA"><img style="aspect-ratio:637/128;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/nvda_sentiment_7e97a50cf0.png" alt="nvda-sentiment.png" width="637" height="128"></a><figcaption>NVDA sentiment and message volume November 21, 2024, as of 2:40 pm ET | Source:&nbsp;Stocktwits</figcaption></figure>The retail crowd is firmly behind Nvidia. On Stocktwits, the sentiment meter was ‘extremely bullish’ (87/100), accompanied by ‘extremely high’ message volume.A retail&nbsp;watcher highlighted Huang’s statement on the earnings call in which he said, “we are not just creating a new piece of software, we are creating a new industry.”<stembedurl>https://stocktwits.com/Victhestick/message/593566048</stembedurl>Another said once the stock crosses the $150 threshold, it could be upward and onward. “It’s a race to $200,” the user said.<stembedurl>https://stocktwits.com/investoparker/message/593567033</stembedurl>As of 2:40 pm ET, Nvidia shares rose 1.38% to $147.91.For updates and corrections email <a target="_blank" rel="noopener noreferrer nofollow" href="mailto:newsroom@stocktwits.com">newsroom@stocktwits.com</a>&nbsp;Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nio-traders-shrug-off-ratings-downgrade/cJITtQkRXV">Nio Stock Volatile As Chinese EV Maker Snags Downgrade After Q3 Results: Retail Mood Dampens</a>

All indications continue to be that there will be a strong Blackwell ramp, said an analyst. 

Nvidia is uniquely positioned to take advantage of the next wave of artificial intelligence, namely enterprise, said a bullish analyst.

GraniteShares 2x Long NVDA Daily ETF

Very bullish

Cautiously bullish

Cautiously bearish

Very bearish

Stocktwits sentiment on $SPY just hit its lowest level of the year. How are you feeling about the market right now?

Stocktwits

 just hit its lowest level of the year. How are you feeling about the market right now?

Current Price	$31.32
Prev Close	$34.30
Open	$32.77
Dividend Yield	N/A
50-Day Moving Average	$35.30
Beta	N/A
Avg. Volume	10.95M
PE Ratio	N/A

52-Week High	$43.27
52-Week Low	$21.54
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

Feed

News

Sentiment

Fundamentals

Info

NVDL Fundamentals