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Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is drawing attention after a sharp technology-led selloff, with traders linking the decline to fears that the Democratic midterm sweep could bring restrictions on AI development and data-center construction. The community is divided between viewing the move as an overreaction or forced liquidation and seeing it as a broader repricing of the AI trade, while debating whether the market has found a bottom.

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 sharp selloff is part of a broader AI and semiconductor retreat, as traders worry that post-election data-center restrictions and permitting delays could slow infrastructure spending. The community is split between seeing the decline as an overreaction and buying opportunity, and expecting further downside if AI investment or demand weakens.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron is caught in a sharp semiconductor selloff as traders worry that political calls for tighter AI regulation and limits on data-center expansion could slow demand for AI chips and memory. The community is split between fears of further downside and dip-buyers who argue the policy concerns are overstated and underlying AI demand remains intact.

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

Direxion Daily Semiconductor Bull 3X Shares

A sharp selloff in semiconductor and tech stocks, fueled by concerns about AI and data-center investment and broader market uncertainty, has hammered SOXL; its 3x leverage has amplified the decline. Traders are split between calling it an oversold buying opportunity and warning that further losses and leverage-related selling may follow.

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

Fears that the Democratic midterm results could bring tighter AI and data-center rules have fueled a sharp selloff in SanDisk and other semiconductor stocks, as traders reassess the outlook for AI infrastructure spending. The community is split between concerns that the AI trade and memory valuations have further to fall and views that the drop is an overreaction, with some buyers citing continued demand and company fundamentals.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

AAOIs sharp selloff followed quarterly results that beat estimates but came with revenue guidance below expectations and a slower-than-planned U.S. capacity expansion, raising concerns about execution and near-term growth. Bulls point to strong data-center demand and a multiyear hyperscaler agreement, while bears argue the outlook and scaling delays outweigh the earnings beat.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IRENs quarterly results and guidance are driving discussion: traders cite sharply higher AI-cloud revenue, a growing backlog and customer-prepaid contracts, while weighing the $4B ARR rollout moving to January or February and concerns about debt and remaining capex funding. Reactions are split between bulls calling the business update strong and bears focused on execution and financing risks, with many attributing the selloff to weakness across AI and data-center stocks.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unitys strong third-quarter results, first GAAP-profitable quarter, and upbeat outlookdriven by rapid growth in its Vector advertising businessare fueling a sharp rally. Traders largely welcome the turnaround and discuss a possible breakout, while some urge caution after the run-up; separate buyout chatter remains speculative.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings is drawing attention after a disappointing Q3 report and sharply reduced full-year profitability guidance, with traders blaming heavy investment in its Predictions business and rising costs despite user growth. The reaction is largely bearish, though some holders view the selloff as excessive and argue Predictions could become a growth engine.

Direxion Shares ETF Trust - Direxion Daily MSCI South Korea Bull 3X ETF

Direxion Daily South Korea Bull 3X Shares

A sharp selloff in South Korean equities and semiconductor stocks has driven KORU lower, with traders pointing to AI-chip concerns and possible leveraged-investor liquidations as pressure points. The funds 3x leverage magnifies the swings: some traders see an oversold buying opportunity, while others fear further losses and margin selling.

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The decline appears tied to a negative reaction to Ondass all-cash acquisition of Stemme, the ULTRA airframe manufacturer, with traders raising concerns about cash needs, possible dilution, and the planned manufacturing expansion. Broader weakness in tech and drone stocks may also have added pressure.

Liberty Capital Corporation (GLIBA) Q3 Earnings Miss Estimates

Liberty Capital Corporation (GLIBA) delivered earnings and revenue surprises of -20.93% and +0.72%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Can Ondas Capitalize on FEMA's $500M Counter-Drone Funding Expansion?

ONDS is targeting a growing U.S. counter-drone security market as FEMA expands $500 million in funding, creating new opportunities for its integrated C-UAS portfolio.

Ondas vs. Draganfly: Which Drone Stock Is the Better Pick Now?

ONDS and DPRO are expanding their defense drone businesses, but differences in order momentum, revenues and profitability risks make one stock stand out.

Sentrycs Offers Ranger a Portable C-UAS Solution with Mitigation Capabilities for less than $100,000 Helping States Maximize FEMA's Latest Round of Grant Funding

Sentrycs Offers Ranger a Portable C-UAS Solution with Mitigation Capabilities for less than $100,000 Helping States Maximize FEMA's Latest Round of Grant Funding Sentrycs Offers Ranger a Portable C-UAS Solution with Mitigation Capabilities for less than $100,000 Helping States Maximize FEMA's...

T-Mobile (TMUS) Q3 Earnings and Revenues Surpass Estimates

T-Mobile (TMUS) delivered earnings and revenue surprises of +12.59% and +1.17%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

FORT Robotics Secures Approximately $20 Million in Additional Funding Led by Tiger Global and Mark Cuban Companies

FORT Robotics, Inc., the safety platform developing the Trust Layer for Physical AI, today announced approximately $20 million in new commitments from existing investors, expanding the capital available to support FORTs next phase of growth. Tiger Global is leading an approximately $10 million...

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DPRO Expands Defense Autonomy Capabilities Through Strategic Investment

Draganfly invests in DoD Solution to integrate AURA AI autonomy into its drone portfolio, targeting advanced defense applications and potential growth through commercialization.

Stocktwits Defense Watch: RTX Continues Deal Momentum, Ondas-Palantir Launch AI Firm As AeroVironment Strike Four International Deals

Equity

U.S.-listed defense companies continued to rack up fresh orders and partnerships, with counter-drone technology and military AI taking center stage.


Ondas and Palantir Launch Regna AI to Expand Sovereign AI Capabilities

ONDS and Palantir launch Regna AI to deliver sovereign AI solutions for defense and enterprise missions, advancing autonomous operations and data control.

Ondas Inc. is a leading provider of autonomous systems, robotics, and mission-critical technologies for defense, homeland security, public safety, critical infrastructure, and industrial markets. The Company develops and deploys integrated unmanned and autonomous platforms across air, ground, and stratospheric environments, including autonomous drone systems, counter-UAS technologies, robotic ground systems, advanced unmanned aircraft and propulsion solutions, demining and engineering systems, and integrated sensing and communications technologies designed to support intelligence, surveillance, reconnaissance, security, and operational missions in complex environments. Ondas’ solutions are deployed globally by government, defense, and commercial customers to protect infrastructure, borders, transportation networks, personnel, and strategic assets.

Ondas Inc.

Bearish Sentiment

<ul class="summary-bullets"><li>RTX received $729 million in counter-drone orders from the U.S., Qatar and Jordan.</li><li>AeroVironment expanded its international drone partnerships in Australia, Taiwan, Spain and Israel</li><li><a class="mention" data-mention="$ONDS" data-symbol-id="ONDS" href="https://stocktwits.com/symbol/ONDS" target="_blank">Ondas</a> and Palantir to launch an AI defense firm called Regna AI.</li></ul><p>Even as bank earnings and a tech selloff dominated market headlines this week, defense stocks were in the spotlight as demand for missile defense, counter-drone systems and advanced defense technologies remained an important theme amid geopolitical uncertainty in the Middle East.</p><p>After last week’s multibillion-dollar missile agreements involving Boeing and RTX, this week’s headlines focused on counter-drone systems, weapons production, military technology and AI.</p><p><img src="https://news.stocktwits-cdn.com/XF_1_RI_defense_deals_this_week_8bae0ba347.png" alt="XF1RI-defense-deals-this-week-.png"></p><h2 class="st-heading-2">Orders Galore For RTX’s Raytheon</h2><p>Raytheon, RTX’s unit, <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.rtx.com/news/news-center/2026/10/13/rtxs-raytheon-awarded-729-million-in-counter-drone-contracts-for-u-s-qatar-a">announced</a> $729 million in contracts to supply components of its LIDS counter-drone system to the U.S. Army, Qatar and Jordan. The system combines KuRFS radar, which detects and tracks incoming drones, with Coyote interceptors designed to destroy individual drones and swarms.</p><p>The agreements mark the first international sales of both KuRFS and Coyote. RTX said it is increasing Coyote production to meet growing demand.</p><p>Separately, Raytheon won a contract from the Office of Naval Research (ONR) to develop advanced target‑detection capabilities for naval radar systems.&nbsp;On Thursday, Raytheon was <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.rtx.com/news/news-center/2026/10/15/rtxs-raytheon-selected-to-modernize-u-s-space-force-global-early-warning-radars">selected</a> to modernize U.S. Space Force radar sites to improve early warnings of missile launches, identify object types, and track activities in space.</p><h2 class="st-heading-2">L3Harris, HII Land New Military Orders</h2><p>L3Harris Technologies (LHX) <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.l3harris.com/newsroom/press-release/2026/10/l3harris-awarded-solid-rocket-motor-contract-record-production">received</a> a $250 million follow-on contract from Lockheed Martin (LMT) to manufacture propulsion systems for Guided Multiple Launch Rocket System rockets.</p><p>The company also <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.l3harris.com/newsroom/press-release/2026/10/l3harris-provide-night-vision-systems-us-army">won</a> a $55 million U.S. Army contract to supply NOVA binocular night-vision goggles.</p><p>Meanwhile, shipbuilder HII<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.hii.com/news/hii-is-awarded-contract-to-support-aukus-engineering-and-design-work">&nbsp;secured</a> a $56 million U.S. Navy contract for engineering and design support under the AUKUS submarine partnership.</p><h2 class="st-heading-2">AeroVironment Expands International Drone Partnerships</h2><p>AeroVironment (AVAV) <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://investor.avinc.com/news-events/press-releases">announced</a> four international partnerships this week, covering drone manufacturing, integration and communications technology.</p><p>The company signed an agreement with Australia’s NIOA to explore production of one-way attack drones. It also partnered with Taiwan’s Thunder Tiger on potential drone co-production and integration.</p><p>AeroVironment also signed agreements with Spain’s Alpha Unmanned Systems for maintenance, training and technical support for AVAV’s JUMP 20 surveillance drones and with Israel’s Elsight, which will provide communications technology for the Mayhem 10 drone system.</p><h2 class="st-heading-2">Ondas, Palantir Push Into Defense AI</h2><p>Ondas (ONDS) <a href="https://stocktwits.com/news-articles/markets/equity/ondas-palantir-partner-to-launch-new-ai-company-for-defense-missions-regna-ai/cZxIWo3RB8a">announced</a> a partnership with Palantir Technologies (PLTR) to launch an AI company for defense customers. Regna AI will develop specialized AI models for military missions involving drones, surveillance balloons, ground vehicles and unmanned vessels.</p><p>Regna AI will focus on sovereign AI, enabling governments to control their models, sensitive information, and computing infrastructure.</p><h2 class="st-heading-2">How Did HII, ONDS, LHX, AVAV And RTX Fare This Week?</h2><p>Stocks in this cohort have delivered mixed performance so far this week, with HII gaining 1.2%, L3Harris rising 0.94% and RTX edging up 0.16%, while AeroVironment fell 6.3% and Ondas declined 10%.</p><p><img src="https://news.stocktwits-cdn.com/Defense_stocks_YTD_f6ec89020b.png" alt="Defense stocks YTD.png"></p><p>On a year-to-date basis, RTX was the only gainer, up about 1.7%, while L3Harris declined 19.1%, HII fell 22.2%, Ondas plunged 37%, and AeroVironment crashed more than 50%.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

AeroVironment exhibited during the Defense Expo Korea 2022, held at KINTEX (Korea International Exhibition and Convention Center) on September 21, 2022 in Goyang city, Gyeonggi, South Korea. 

U.S.-listed defense companies continued to rack up fresh orders and partnerships, with counter-drone technology and military AI taking center stage.

RTX, AeroVironment And Ondas-Palantir Push Deeper Into Drone Defense And AI This Week

AeroVironment Inc.

Huntington Ingalls Industries Inc

L3Harris Technologies Inc

Ondas Inc

Raytheon Technologies Corporation

$AVAV

$KTOS

$ONDS

$UMAC

Which of these drone stocks are you most bullish on for the next 5 years?

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Aggressive short interest and institutional supply constraints have sparked intense debate about a potential explosive reversal.

Retail investors are venting extreme frustration over frequent share issuance and acquisition-led capital depletion.

While market sentiment is sour, bulls maintain high conviction in the underlying sovereign drone and AI defense backlog.

Market participants are fixated on the upcoming earnings report, viewing it as the make-or-break catalyst for the stock.

Traders are analyzing unusual options flow and heavy put positioning as a sign of institutional manipulation.

Current Price	$4.52
Prev Close	$5.27
Open	$5.09
Dividend Yield	0.00%
50-Day Moving Average	$7.01
Beta	2.61
Avg. Volume	47.88M
PE Ratio	58.95

52-Week High	$15.28
52-Week Low	$4.95
Market Capitalization	$3.07B
EPS (Annual)	-$0.6185
Price to Book	1.78
Revenue Per Employee	$102,486.87

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