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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, alongside slowing PC demand and supply constraints, overshadowed its better-than-expected quarterly results and drove a sharp selloff. Traders are split between calling the drop an overreaction and buying the dip, and seeing weak PC demand and bottlenecks as reasons for further pressure.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Approaching midterms and speculation that Democrats could take control of Congress dominate discussion, with traders concerned about investigations of Trump and his businesses weighing on the Trump-linked company. Sentiment is broadly bearish, amplified by skepticism about DJTs business prospects, though some traders expect a rebound if Republicans retain control.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is under pressure amid a tech-led selloff tied to Intels weak outlook and concerns about Amazons heavy AI infrastructure spending, fueling debate over whether the AI trade is unwinding. Traders are split between expecting further declines and viewing the pullback as a buying opportunity, with volatility and support levels dominating discussion.

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

A tech-led selloff tied to disappointing earnings and guidance from Amazon and Intel, alongside concerns about returns on heavy AI spending, is weighing on SPY discussion. Traders are divided between expecting a deeper correction and treating the pullback as a buying opportunity.

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 drawn attention after earnings and revenue missed expectations and heavy AI infrastructure spending drove free cash flow negative, prompting a sharp selloff. Traders are split: bears question the returns on spending and softer retail outlook, while bulls point to accelerating AWS growth and see the reaction as excessive.

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 strong quarterly results, raised outlook and announced 8-for-1 stock split are driving discussion, but the shares fell amid a broader tech and semiconductor selloff. Many traders view the decline as an unjustified reaction to the results, while others point to profit-taking, high expectations and concerns about the AI trade and memory-cycle sustainability.

Iovance Biotherapeutics, Inc. engages in the development and commercialization of cell therapies using autologous tumor-infiltrating lymphocytes (TIL) for the treatment of cancer. Its products include Amtagvi (lifileucel), and Proleukin (aldesleukin). The firm also develops investigational TIL therapies for other solid tumor cancers. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Iovances updated Phase 2 lung-cancer resultsshowing an overall response rate near the prior readout but stronger activity in a small biomarker-selected subgroupsparked a sharp selloff. Traders are divided over whether the subgroup findings and planned follow-up study create a promising precision-treatment path or whether uncertain durability, regulatory timing, and a confusing management presentation cloud the NSCLC opportunity.

Ethereum is a global, open-source platform for decentralized applications. In other words, it is a decentralized blockchain platform that enables developers to build and deploy smart contracts and applications without central authority control. Unlike Bitcoin, which primarily functions as digital currency, Ethereum operates as a programmable global computer where developers can create any type of decentralized service.   The platform hosts over $14 billion in DeFi applications with hundreds of thousands of active users across financial protocols, NFT marketplaces, and gaming platforms. Its transition to Proof of Stake in September 2022 reduced energy consumption by over 99%, addressing environmental concerns while strengthening network security.  The network operates through thousands of independent validator nodes that process transactions and execute smart contracts on the Ethereum Virtual Machine. Smart contracts are self-executing programs written in Solidity that automatically carry out agreements when conditions are met, eliminating intermediaries like banks or brokers.   Validators stake ETH as collateral to propose and validate blocks, earning rewards for honest participation while facing penalties for malicious behavior. The EIP-1559 upgrade introduced a dynamic base fee mechanism that burns ETH with each transaction, creating deflationary pressure during high network activity when more ETH is burned than issued to validators.  Vitalik Buterin proposed Ethereum in 2013, but seven co-founders helped build it, including Gavin Wood who created Solidity and the EVM technical specification, and Joseph Lubin who founded ConsenSys. The project launched in July 2015 after raising over $18 million through crowdfunding, quickly becoming the largest blockchain developer community. Major milestones include the 2020 Beacon Chain launch, the 2021 London hard fork implementing fee burning, and the 2022 Merge to Proof of Stake.   Ether (ETH) serves multiple functions: paying transaction fees (gas), staking to secure the network and earn 3-5% annual yields, serving as collateral in DeFi protocols, and purchasing NFTs and digital assets. The asset is increasingly adopted by traditional institutions, with publicly traded companies adding ETH to corporate treasuries to generate staking yields while maintaining blockchain exposure, and in 2024, the SEC approved spot Ethereum ETFs, allowing traditional investors to gain exposure through conventional brokerage accounts.  Ethereum's roadmap focuses on dramatically increasing transaction capacity to over 100,000 per second, reducing confirmation times, and enhancing decentralization while maintaining security against future threats like quantum computing.

Ethereum

Reports of a major Binance exchange hack are dominating discussion as Ethereum and other cryptocurrencies sell off, alongside broader tech-market weakness and liquidations. Traders disagree over whether the exchange incident signals wider crypto risk or is isolated from Ethereum itself, with some panicking and others treating the decline as a buying opportunity.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNows post-earnings selloff is centered on a weaker-than-expected outlook for contracted revenue growth and a slight earnings miss, despite revenue growth and higher AI targets. Traders are split between viewing the sharp drop as an overreaction to near-term guidance and worrying that slowing contract momentum, high expectations, or AI disruption threaten the growth story.

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

Semiconductor-sector pressure tied to below-expectation Microsoft and Alphabet capital spending and Samsungs profit miss is weighing on AMD; traders also debate whether Intels weak outlook signals an opportunity for AMD or broader weakness in AI-chip demand. Attention is also building around AMDs upcoming earnings, with bullish and bearish views on whether results can offset sector concerns.

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NVTS vs. SMTC: Which Semiconductor Stock Should You Buy Right Now?

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Equity

On Stocktwits, retail sentiment toward SPY and QQQ has remained ‘bullish’.


NVTS Stock Rises Overnight: Navitas Unveils 24 kW Nvidia AI Power Board Targeting 97% Efficiency 

Navitas has introduced a new power system to meet the growing electricity needs of AI data centers. 


Navitas Semiconductor Stock Rises After Hours: Here's Why

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Can NVTS' Alliance With Microchip Accelerate Its AI Power Growth?

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Should Investors Buy Navitas Semiconductor Stock on the Dip?

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Can NVTS' Acquisition of Claros Accelerate Its AI Growth Strategy?

Navitas Semiconductor's Claros acquisition adds IVR technology, strengthening its grid-to-xPU power portfolio and supporting its AI infrastructure strategy.

NVTS Stock Surges 72% YTD: Should You Hold or Book Profits?

Navitas Semiconductor's 72.2% YTD surge reflects AI power demand and 800V opportunities, but declining mobile revenues and a premium valuation warrant caution.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Bearish Sentiment

<ul class="summary-bullets"><li>Chip and semiconductor stocks extend the decline after industry leaders’ warning on AI spending sparks rout in South Korea’s KOSPI.&nbsp;</li><li>All eyes on big bank earnings today as JPM, GS, C, WFC gear up to report before the bell today.&nbsp;</li><li>Michael Burry has flagged that the market could be setting up for a “bull trap” and added that he is holding back from adding any fresh bearish positions at current levels.&nbsp;</li></ul>U.S. stock futures were mixed early Tuesday as Wall Street financial institutions officially kick off the third-quarter earnings season and traders digested turbulence in artificial intelligence (AI) and semiconductor stocks.&nbsp;JPMorgan Chase (JPM), Goldman Sachs (GS), Citigroup (C), and Wells Fargo (WFC), along with UnitedHealth and J&amp;J,&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/big-banks-kick-off-q3-earnings-with-s-and-p-500-near-records-strategists-flag-what-could-move-markets/cZxBGJwRB8M">report</a> before the bell today.As of 4:00 a.m. ET, Nasdaq futures fell 0.6%, S&amp;P 500 futures were down 0.1%, while Dow futures rose 0.6% and Russell 2000 futures gained 0.5%.On Stocktwits, retail sentiment for the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>,&nbsp;which tracks the S&amp;P 500 Index, and&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a>, which tracks the Nasdaq-100 Index, remained&nbsp;‘bullish’.Noted investor Michael Burry&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/michael-burry-bull-trap-risk-holds-back-new-shorts-trump-fannie-freddie-call/cZxBdKIRBob">flagged</a> that the market could be setting up for a “bull trap” and added that he is holding back from adding any fresh bearish positions at current levels.&nbsp;<h2 class="st-heading-2">The Tech Radar</h2>Memory (MU, TSM, SKHY)&nbsp;and&nbsp;semiconductor stocks (NVDA, INTC, SNDK, AMD)&nbsp;extended the selloff in early premarket trading after capital-expenditure warnings from industry leaders and emerging competition from China’s CXMT.Broadcom (AVGO)&nbsp;CEO Hock Tan&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/broadcom-s-ai-durability-warning-triggers-sharp-drop-in-sk-hynix-samsung-in-korea-nvidia-s-china-ai-chip-share-falls-as-huawei-closes-in/cZxBJkuRBoJ">cautioned</a> that access to capital could become a bigger bottleneck for AI infrastructure compared to chip or power availability. Intel CEO Lip Bu-Tan also raised questions recently about borrowing costs and the return on AI investments.In Korea, Samsung and SK Hynix dragged the KOSPI down over 6% on Tuesday. The Direxion Daily South Korea Bull 3X Shares (KORU ETF) cracked over 10% in early U.S. premarket trade.Nvidia (NVDA): Reports citing IDC data show Nvidia’s share of China’s data-center AI chip market fell to 34% in the first half of 2026 as Huawei gained ground.&nbsp;Navitas Semiconductor (NVTS) shares rose over 1% in early premarket trade after the company unveiled a 24kW power delivery board developed with Nvidia to target improved efficiency in AI racks.&nbsp;Optical networking stocks (COHR, LITE, AAOI)&nbsp;continued to fall in early premarket trade amid concerns over AI funding. However, retail traders on Stocktwits remained bullish and saw the dip as a buying opportunity.Meta Platforms (META):&nbsp;Its Muse AI retention data and traction drew a “monster long” call from Jim Cramer, while Dan Ives continued to make a bullish case, citing its competitive AI edge.&nbsp;Apple (AAPL) remains on the retail radar after a Bank of America note flagged shorter wait times for iPhone 18 Pro delivery than last year. Investors are also watching iPhone Duo pre-orders, scheduled to open on Friday.Cerebras (CBRS)&nbsp;shares continued to decline in early premarket trading, hitting a new 52-week low amid concerns about its relationship with OpenAI and an upcoming lockup expiring Wednesday.&nbsp;<h2 class="st-heading-2">Trending Stocks</h2>SpaceX (SPCX)&nbsp;launched 27 Starlink broadband satellites late on Monday, its first such mission in over three weeks.&nbsp;AST SpaceMobile (ASTS)&nbsp;remains on the retail radar even as an analyst flagged competitive risks from Starlink’s spectrum ambitions. They said SpaceX could build a “massive” midband spectrum by combining Ligand, Viasat-related spectrum access, and licenses from a proposed FCC auction.Telecom stocks (TMUS, VZ):&nbsp;Analysts have said that fears from SpaceX’s $8 billion spectrum deal to T-Mobile are ‘overblown’. Morningstar added that while the Starlink deal does raise uncertainty for wireless carriers, it is unlikely to threaten their operations.&nbsp;Tesla (TSLA)&nbsp;will be showcasing its Cybercab robotaxi at the Paris Motor Show this week, along with an Optimus robot and free FSD test drives.UnitedHealth Group (UNH) is trending on Stocktwits ahead of earnings today, with&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/unh-stock-earnings-analyst-short-premium-cut-january-call-cost/cZxBInFRBoc">options market</a> pricing in a 6.5% elevated move and analysts flagging high implied volatility.&nbsp;Six Flags Entertainment (FUN)&nbsp;shares fell 13% in early premarket trade following news of a guest fatality on the Goliath roller coaster at Six Flags in Georgia.&nbsp;Visa (V)&nbsp;shares rose over 1% in early premarket trading after China gave it the green light to begin preparing for a domestic bank-card clearing business, after years of regulatory hurdles.Other tickers trending on&nbsp;Stocktwits&nbsp;at the time of writing included Netflix (NFLX), Nuscale Power (SMR), Palantir (PLTR), and First Solar (FSLR).<h2 class="st-heading-2">What Else To Watch On Tuesday</h2>On the economic front, traders will tune in&nbsp;throughout the day for speeches from Fed Governor Christopher Waller, Richmond Fed President Thomas Barkin, and Boston Fed President Susan Collins. Meanwhile, on Monday, Cleveland Fed President Beth Hammack said that additional tightening may be required to return inflation to the Fed’s 2% target.This comes ahead of key inflation data (September CPI on Wednesday and PPI on Thursday) and Fed Chair Kevin Warsh’s speech later in the week. Existing home sales data will be released at 10:00 am ET today.&nbsp;On the earnings front, watch out for JPMorgan Chase (JPM), UnitedHealth (UNH), Wells Fargo (WFC), Citigroup (C), Domino’s Pizza (DPZ), and Johnson &amp; Johnson (JNJ), among others, reporting today.For updates and corrections, email newsroom[at]stocktwits[dot]com

Nasdaq logo sign is seen in New York City, United States, on August 7, 2026. (Photo by Marcin Golba/NurPhoto via Getty Images)

U.S. stock futures were mixed early Tuesday as Wall Street financial institutions officially kick off the third-quarter earnings season and traders digested turbulence in artificial intelligence (AI) and semiconductor stocks. 

Why Are Nasdaq Futures Falling Premarket? MU, SNDK, NVTS, NVDA, SPCX, ASTS, UNH, FUN, V Stocks In Focus

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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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