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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

Jensen Huangs resignation amid reports of relationships with employees is driving discussion, with traders debating whether the leadership change and related China/export-control scrutiny pose lasting governance and business risks. Some fear further fallout and weaker confidence without Nvidias founder, while others argue the companys AI demand and fundamentals remain intact.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Anthropics Claude workplace tools, including spreadsheet and productivity features positioned against Microsoft 365, have fueled concern that competition could pressure Office and Copilot. Traders are divided: some see a meaningful threat to Microsofts software business, while others argue its entrenched enterprise ecosystem makes rapid displacement unlikely; heavy AI spending adds to valuation concerns.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Reported DOJ inquiries into Supermicro-related ties to Megaspeed and possible diversion of its products to China drove attention, amid scrutiny involving Alice Huang. Traders debate whether the reports signal meaningful company risk or recycle unproven allegations; Supermicro says Megaspeed was never a customer and that it has cooperated with authorities.

Cardinal Infrastructure Group, Inc. provides infrastructure services to the residential, commercial, industrial, municipal, and state infrastructure markets. It delivers wet utility installations of water, sewer, and stormwater systems, as well as grading, site clearing, erosion control, drilling and blasting, paving, and other related site services. The company was founded on June 12, 2025 and is headquartered in Raleigh, NC.

Cardinal Infrastructure Group Inc - Ordinary Shares - Class A

Cardinals Q3 update, including sharply weaker margins and the withdrawal of full-year guidance, has driven an extreme selloff. Traders are split between seeing deeper execution and management problems and calling the decline an overreaction, with bullish posts pointing to the companys cash position and buyback authorization.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment includes To-Home businesses, which include Ele.me, local services and delivery platforms, and Taoxianda, and To-Destination segment businesses, which include Amap, the provider of mobile digital maps, navigation and real-time traffic information, and restaurant and local services guide platforms. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solutions. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is drawing attention as its shares fall amid Nvidia-related allegations and concerns that reported links to AI infrastructure firm Megaspeed could bring greater scrutiny or tighter U.S. chip restrictions; any direct Alibaba involvement remains unconfirmed. Traders are divided between viewing the drop as an overreaction and buying the dip, and warning that chip-access and China-related risks could weigh on the company.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius strong Q3 results were overshadowed by a lower-end 2026 revenue outlook, higher planned infrastructure spending, and capacity delays that push some revenue into 2027, driving a sharp selloff. Traders are divided: bears question execution, financing needs, and returns on spending, while bulls point to strong AI demand, customer prepayments, and rapid growth; Nvidia leadership turmoil is also cited as a headwind.

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

Attention centers on Applied Materials upcoming quarterly results, with traders debating whether AI-driven semiconductor-equipment demand and forward guidance can meet elevated expectations. Rumors of a leaked report are disputed, while bearish concerns about a selloff and broader chip-sector weakness compete with bullish expectations for a beat.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Anticipation around Ciscos quarterly results and guidance is driving attention, with traders focused on whether AI infrastructure orders translate into durable revenue growth. The community is split between optimism about networking demand and concern that orders may not convert into sales or that margins could disappoint.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines strong Q3 results, including record revenue, positive free cash flow and adjusted EBITDA, a record backlog, and solid 2026 guidance, are driving attention and a reassessment of its growth prospects. Many traders are bullish on the execution and potential re-rating, while others question the muted follow-through and warn the move could fade; short-squeeze talk remains speculative.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQs strong quarterly results and higher full-year outlook are drawing attention, but the shares are under pressure despite the upbeat report. Bulls point to commercial momentum and a growing backlog, while skeptics question acquisition-driven growth, cash burn, and dilution.

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Wall Street Analysts Believe ON Semiconductor Corp. (ON) Could Rally 29.15%: Here's is How to Trade

The mean of analysts' price targets for ON Semiconductor Corp. (ON) points to a 29.2% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Here's Why ON Semiconductor Corp. (ON) is a Strong Momentum Stock

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

ON Semiconductor Corporation (ON) Is a Trending Stock: Facts to Know Before Betting on It

ON Semiconductor Corp. (ON) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Quarterly Reports and an Independent Board Inquiry Frame the Chip Sector's Week

Quarterly Reports and an Independent Board Inquiry Frame the Chip Sector's Week Quarterly Reports and an Independent Board Inquiry Frame the Chip Sector's WeekPR NewswireSANTA CLARA, Calif., Nov. 9, 2026 SANTA CLARA, Calif., Nov. 9, 2026 /PRNewswire/ -- Fly On Wall Street News Commentary...

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A Sharp Pullback in Chip Stocks Meets Fresh Records in Four of Five Recent Earnings Reports A Sharp Pullback in Chip Stocks Meets Fresh Records in Four of Five Recent Earnings ReportsPR NewswireNEW YORK, Nov. 5, 2026 NEW YORK, Nov. 5, 2026 /PRNewswire/ -- Market Updates News Commentary...

ON Q3 Earnings Beat Estimates, Strong AI Data Center Aids Top Line

ON Semiconductor's Q3'26 earnings and revenues beat estimates as AI data center growth surges, industrial demand strengthens and margins expand. 


ON Q3 Earnings Call Highlights AI Growth and Margin Expansion

ON Semiconductor expects AI data center revenues to double in 2027, fueled by surging demand and new products, while industrial growth and manufacturing efficiencies boost margins.

Compared to Estimates, ON Semiconductor Corp. (ON) Q3 Earnings: A Look at Key Metrics

The headline numbers for ON Semiconductor Corp. (ON) 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.

Why Is ON Semiconductor Stock Gaining Tuesday?

ON Semiconductor beats Q3 estimates, buys Ferric for $600M to boost AI power delivery, and raises its long-term AI data center target.read more...

• Reported GAAP EPS of $0.90 up 42.86% YoY
• Reported revenue of $1.72B up 11.05% YoY
• ON Semiconductor expects annualized capital expenditures of approximately 2-3% of revenue for the year ended December 31, 2026; revenue, margin and earnings guidance is not stated.

ON Semiconductor cited lower automotive sales volume, reported one distributor at approximately 15% of quarterly revenue, and disclosed Synaptics closing risk and plans for additional indebtedness.

ON Semiconductor reported higher revenue and gross margin alongside increased industrial and AI data center demand, and announced an agreement to acquire Ferric for technology designed to improve compute performance, energy efficiency and system footprint.

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.

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

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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

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

Advanced Micro Devices Inc

Coherent Corp

Intel Corp

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

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