SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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 leaked and subsequently disclosed Phase 3 melanoma-vaccine results drove a sharp selloff: although the vaccine-plus-Keytruda combination reduced recurrence or death risk versus Keytruda alone, traders said the benefit fell short of expectations built into the stocks run-up. The community is split between calling it a sell-the-news reaction and viewing the data as a meaningful advance, while bears question the valuation and commercial prospects.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

A sharp selloff in WULF and other AI/data-center infrastructure stocks is fueling debate over sector weakness, financing needs, debt and dilution. Bulls view the decline as an oversold pullback, citing WULFs power and HPC hosting strategy and AI demand, while bears question execution and whether upcoming results will support the growth case.

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 were met with a sharp selloff, with traders pointing to negative cash flow amid heavy investment and a high valuation. Bulls see the spending as growth-related and view the drop as excessive, while skeptics question whether earnings growth can translate into cash amid broader pressure on AI-linked stocks.

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

NVIDIAs decline is drawing attention amid a broader tech and semiconductor selloff, as traders debate whether AI infrastructure spending can be financed and sustained after Jensen Huangs comments about scarce capital. Bulls argue demand for AI compute remains strong and view the drop as a buying opportunity, while bears worry about debt, circular financing and a possible slowdown in AI spending.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

SLV is drawing attention after a sharp silver selloff, with traders focused on persistent selling and a break below a key round-number level. The community is split between buyers treating the drop as an opportunity and bearish traders expecting further losses; explanations range from rate and dollar moves to unverified claims of market manipulation.

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 and upbeat guidance are drawing attention, but shares sold off despite the report. Traders are debating whether the decline reflects broader weakness in AI and storage stocks and fears of a cyclical earnings peak, while bulls point to persistent AI-driven storage demand and continued pricing strength.

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

Direxion Daily Semiconductor Bull 3X Shares

SOXL is drawing attention after a sharp semiconductor selloff tied to supply-chain concerns raised by Lam Researchs CEO and broader doubts about AI spending and chip demand. Traders are split between calling the leveraged ETF oversold and buying the dip, and expecting further losses as concerns about the AI trade and leverage-related volatility persist.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as escalating Iran- and Houthi-related risks to Middle East oil infrastructure and shipping fuel concerns about supply disruption, lifting crude prices. Traders are divided between bulls focused on geopolitical risk and tighter supply, and bears who see the rally as headline-driven or vulnerable if shipping flows normalize and diplomacy advances.

Merck & Co., Inc. is a health care company, which engages in the provision of health solutions through its prescription medicines, vaccines, biologic therapies, animal health, and consumer care products. It operates through the following segments: Pharmaceutical, Animal Health, and Other. The Pharmaceutical segment includes human health pharmaceutical and vaccine products. The Animal Health segment discovers, develops, manufactures, and markets animal health products, such as pharmaceutical and vaccine products, for the prevention, treatment and control of disease in livestock, and companion animal species. The Other segment consists of sales for the non-reportable segments of healthcare services. The company was founded in 1891 and is headquartered in Rahway, NJ.

Merck & Co Inc

Merck is in focus after detailed Phase 3 results for its Keytruda combination with Modernas personalized melanoma vaccine showed reduced recurrence risk versus Keytruda alone. Traders are split between viewing the data as a meaningful oncology advance and seeing a sell-the-news reaction, with some questioning whether the results met elevated expectations or establish broader commercial potential.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerrys sharp decline is being tied by traders to CEO John Giamatteos disclosed share sales, which some view as a negative signal while others argue they may be routine or tax-related; broader weakness in tech stocks is also cited. That concern contrasts with bullish discussion of QNXs record royalty backlog and Alloy Kore momentum.

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ON Semiconductor Corp. (ON) Rises Higher Than Market: Key Facts

ON Semiconductor Corp. (ON) reached $76.94 at the closing of the latest trading day, reflecting a +1.75% change compared to its last close.

AMD, QCOM Targets Raised While INTC, COHR Face Cuts — Susquehanna Sees ‘Modest Upside’ For Chip Earnings

Equity

Susquehanna expects AI demand to drive semiconductor earnings upside in the third quarter, even as its price-target revisions diverge across major chipmakers.

ON Semiconductor Corp. (ON) Outpaces Stock Market Gains: What You Should Know

ON Semiconductor Corp. (ON) closed at $73.12 in the latest trading session, marking a +1.53% move from the prior day.

Investors Heavily Search ON Semiconductor Corporation (ON): Here is What You Need to Know

ON Semiconductor Corp. (ON) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Will NVTS' NVIDIA Partnership Strengthen Its 800V Strategy?

Navitas Semiconductor teams up with NVIDIA on a 24-kW 800V-to-12V power board, aiming to boost efficiency and reduce board space in next-generation AI systems.

ON Stock Draws Bullish Initiation From StoneX — Analyst Sees Nearly 50% Upside On Broadening Chip Recovery

At its investor day last month, Onsemi laid out an ambitious growth roadmap, projecting that AI data center revenue would more than double in both 2026 and 2027.

$100 Invested In ON Semiconductor 15 Years Ago Would Be Worth This Much Today

ON Semiconductor (NASDAQ:ON) has outperformed the market over the past 15 years by 4.18% on an annualized basis producing an average annual return of 17.26%. Currently, ON Semiconductor has a market capitalization ofread more...

Why Investors Need to Take Advantage of These 2 Computer and Technology Stocks Now

Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.

Why ON Semiconductor Corp. (ON) Dipped More Than Broader Market Today

The latest trading day saw ON Semiconductor Corp. (ON) settling at $76, representing a -1.97% change from its previous close.

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

Navitas Semiconductor teams up with Microchip to develop an 800V-to-6V power design delivering up to 96% efficiency, targeting next-generation AI data centers.

ON Semiconductor Corp. engages in the provision of intelligent power and sensing solutions with a primary focus on automotive and industrial markets. It operates through the following segments: Power Solutions Group (PSG), Analog and Mixed-Signal Group (AMG), and Intelligent Sensing Group (ISG). The PSG segment offers discrete, module, and integrated semiconductor products that perform multiple application functions, including power switching, signal conditioning, and circuit protection. The AMG segment designs and develops analog, mixed-signal, power management integrated circuits, sensor interface devices, power conversion, signal chain, and voltage regulation devices. The ISG focuses on the design and development of complementary metal oxide semiconductor image sensors, image signal processors, single photon detectors, including silicon photomultipliers, single photon avalanche diode arrays, and short-wavelength infrared products, as well as actuator drivers for autofocus and image stabilization. The company was founded on July 4, 1999 and is headquartered in Scottsdale, AZ.

ON Semiconductor Corp.

Bearish Sentiment

<ul class="summary-bullets"><li>Susquehanna expects “modest upside” to third-quarter semiconductor earnings and fourth-quarter guidance, citing AI demand and a continuing broader industry upcycle.</li><li>The firm raised its AMD price target to $620 from $550 and Qualcomm to $185 from $160, maintaining its ratings.</li><li>Susquehanna cut targets on Coherent and Onsemi, but maintained ‘Positive’ ratings on both.</li></ul><p>Advanced Micro Devices Inc. (AMD) and Qualcomm Inc. (QCOM) saw their price targets raised by Susquehanna on Wednesday, while Intel Corp. (INTC) and Coherent Corp. (COHR) faced cuts as the firm revised its outlook for semiconductor stocks ahead of quarterly earnings.</p><p>Susquehanna expects “modest upside” to third-quarter earnings and fourth-quarter guidance, driven largely by artificial intelligence (AI) demand, while the broader semiconductor upcycle continues, according to The Fly.</p><p>At the time of this writing, QCOM and AMD stocks were trading nearly 1% higher, while COHR was up more than 1%. Meanwhile, <a href="https://stocktwits.com/symbol/INTC">INTC shares</a> were in the red.</p><h2 class="st-heading-2">AMD, QCOM And SKWS See Higher Targets</h2><p>Susquehanna raised AMD's price target to $620 from $550, maintaining a ‘Positive’ rating. It also raised QCOM’s target to $185 from $160 and Skyworks Solutions' (SWKS) target to $90 from $65, maintaining ‘Neutral’ ratings on both.</p><p>The revisions come as AMD expects third-quarter revenue of approximately $13 billion, plus or minus $300 million, representing roughly 41% year-over-year growth at the midpoint. AMD's second-quarter revenue rose 50% to $11.5 billion, including a 107% jump in data-center revenue to $6.7 billion, driven by demand for EPYC processors and Instinct graphics processing units.</p><p>Qualcomm, meanwhile, reported fiscal third-quarter revenue of $9.9 billion in July and expects non-handset revenue growth, including data centers, to exceed 60% in fiscal 2027, compared with 24% in fiscal 2026.</p><h2 class="st-heading-2">COHR, INTC And ON Face Target Cuts</h2><p>Susquehanna cut its price targets by 20% for <a href="https://stocktwits.com/symbol/ON">ON stock</a>, about 18% for <a href="https://stocktwits.com/symbol/COHR">COHR stock</a>, 17% for WOLF and 9% for INTC. The firm maintained ‘Positive’ ratings on Onsemi and Coherent and ‘Neutral’ ratings on Wolfspeed and Intel, according to The Fly.</p><p>Coherent, which supplies optical technologies used in AI infrastructure, reported fiscal fourth-quarter (Q4) revenue of $2.05 billion and forecast fiscal first-quarter (Q1) 2027 revenue of $2.2 billion to $2.4 billion.</p><p>Intel, meanwhile, forecast third-quarter revenue between $15.8 billion and $16.8 billion after reporting 25% year-over-year growth in second-quarter sales.</p><p>The target reductions came despite Susquehanna's broader expectations for modest upside in semiconductor earnings. The firm did not change its ratings on any of the seven companies.</p><div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col><col></colgroup><tbody><tr><td><strong>Company</strong></td><td><strong>Previous Target</strong></td><td><strong>New Target</strong></td><td><strong>Rating</strong></td></tr><tr><td>AMD (AMD)</td><td>$550</td><td>$620</td><td>Positive</td></tr><tr><td>Qualcomm (QCOM)</td><td>$160</td><td>$185</td><td>Neutral</td></tr><tr><td>Skyworks (SWKS)</td><td>$65</td><td>$90</td><td>Neutral</td></tr><tr><td>Coherent (COHR)</td><td>$425</td><td>$350</td><td>Positive</td></tr><tr><td>Onsemi (ON)</td><td>$150</td><td>$120</td><td>Positive</td></tr><tr><td>Intel (INTC)</td><td>$115</td><td>$105</td><td>Neutral</td></tr><tr><td>Wolfspeed (WOLF)</td><td>$30</td><td>$25</td><td>Neutral</td></tr></tbody></table><figcaption>Susquehanna’s Revised Price Targets And Ratings For Semiconductor Stocks (Oct. 21, 2026)</figcaption></figure></div><h2 class="st-heading-2">What Comes Next For Chip Stocks?</h2><p>Intel is scheduled to report third-quarter results on October 29, followed by AMD on November 3. The reports are expected to offer investors a clearer picture of whether AI-driven demand is translating into stronger revenue and earnings guidance across the semiconductor industry.</p><h2 class="st-heading-2">Retail Investors’ Sentiment Around Semiconductor Stocks?</h2><p>On Stocktwits, retail sentiment toward AMD and INTC was ‘neutral,’ while COHR, SWKS, ON and WOLF were in ‘bearish’ territory. Sentiment around <a href="https://stocktwits.com/symbol/QCOM">QCOM stock</a> stood out as ‘extremely bearish’.</p><p>So far in 2026, <a href="https://stocktwits.com/symbol/AMD">AMD stock</a> has gained over 143%, closely followed by Intel at 132%. ON stock has risen over 34%, <a href="https://stocktwits.com/symbol/WOLF">WOLF shares</a> about 23%, <a href="https://stocktwits.com/symbol/SWKS">SWKS stock</a> up nearly 27%, and COHR up around 21%. Qualcomm has lagged the group, gaining just over 2% so far this year.</p><p><strong>See Also:&nbsp;</strong><a href="https://stocktwits.com/news-articles/markets/equity/yardeni-s-meter-sees-ai-bubble-but-no-burst-yet-only-9-of-similar-cases-saw-a-bear-market-within-2-years/cZxM2dIRBvg"><strong>Yardeni’s Meter Sees AI Bubble, But No Burst Yet — Only 9% Of Similar Cases Saw A Bear Market Within 2 Years</strong></a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com</i></p>

A robotic machine manufactures a semiconductor chip at a stall to show investors during The Advantage Assam 2.0 Investment Summit in Guwahati, India, on February 25, 2025. (Photo by David Talukdar/NurPhoto via Getty Images)

Advanced Micro Devices Inc. (AMD) and Qualcomm Inc. (QCOM) saw their price targets raised by Susquehanna on Wednesday, while Intel Corp. (INTC) and Coherent Corp. (COHR) faced cuts as the firm revised its outlook for semiconductor stocks ahead of quarterl

Advanced Micro Devices Inc

Coherent Corp

Intel Corp

Qualcomm, Inc.

$TMDX

$SLS

Which of these trending stocks are you most tempted to buy - $ON, $TMDX, $SLS, or $BE?

Current Price	$73.23
Prev Close	$76.94
Open	$75.22
Dividend Yield	0.00%
50-Day Moving Average	$75.37
Beta	2.09
Avg. Volume	11.27M
PE Ratio	47.15

52-Week High	$134.92
52-Week Low	$44.56
Market Capitalization	$28.51B
EPS (Annual)	$0.2938
Price to Book	3.95
Revenue Per Employee	$265,283.19

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