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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.

Democratic gains and the prospect of party control of Congress are driving attention to DJT, as traders view the results as a political setback for Trump and a potential loss of political tailwind for the company. Community reaction is overwhelmingly bearish, though some argue Trumps veto power and a gridlocked government could limit the impact.

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

Democratic gains in the midterm elections are the focus as SPY sharply reversed an overnight selloff; traders cite relief over divided-government gridlock and reduced uncertainty, while others worry about AI and data-center regulation and lingering oil and Iran risks. Bulls point to dip-buying and a possible short squeeze, while skeptics call the rebound volatile and potentially temporary.

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

AMDs stronger-than-expected results and upbeat outlook, powered by AI and data-center demand, drove the conversation and an initial post-earnings surge. Bulls focused on accelerating growth, while skeptics questioned the valuation and cash flow and worried that political pushback could slow data-center expansion; the stocks sharp swings fueled debate over whether the gains would hold.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

Democratic midterm gains have sparked concern that congressional scrutiny could affect SpaceXs government contracts and data-center expansion, with traders also debating whether Musks political involvement could complicate a potential Tesla-SpaceX merger. Bearish calls about lasting regulatory and contract risks compete with dip-buyers who view the selloff as an overreaction and argue the companys long-term business prospects remain intact.

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

Super Micros strong quarterly results and raised outlook, driven by AI-server demand, are the main focus. Bulls see the growth as evidence the AI buildout remains robust, while skeptics point to thin margins, cash-flow concerns and lingering credibility issues; election-related fears about data-center oversight are also cited as a drag on the muted share reaction.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Ubers quarterly results modestly topped estimates, but traders are focused on the forward outlook and the stocks muted-to-weak reaction, with some calling the guidance soft despite growth and profitability gains. The broader debate centers on persistent share-price weakness and whether autonomous-vehicle competition threatens Ubers platform or could become a growth opportunity through partnerships.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Democratic gains in the midterms sparked sharp swings in QQQ, with traders debating whether the initial selloff and subsequent rebound signal relief as political uncertainty fades or renewed risk. Some see divided government as supportive for markets, while others worry that tighter AI and data-center rules could weigh on tech stocks.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

BioCrysts quarterly results beat expectations, with higher full-year total-revenue guidance and FDA approval of ORLADEYO oral pellets for patients 12 and older. Traders welcomed the report but debated whether ORLADEYO sales were boosted by a pharmacy inventory build, noting that its own revenue guidance was unchanged.

McDonald's Corp. engages in the operation and franchising of restaurants. The firm operates through the following segments: U.S., International Operated Markets, and International Developmental Licensed Markets and Corporate. The U.S. segment focuses its operations on the United States. The International Operated Markets segment consists of operations and the franchising of restaurants in Australia, Canada, France, Germany, Italy, the Netherlands, Russia, Spain, and the U.K. The International Developmental Licensed Markets and Corporate segment consists of developmental licensee and affiliate markets in the McDonald’s system. Its products include Big Mac, Quarter Pounder with Cheese, Filet-O-Fish, several chicken sandwiches, Chicken McNuggets, wraps, McDonald's Fries, salads, oatmeal, shakes, McFlurry desserts, sundaes, soft serve cones, pies, soft drinks, coffee, and McCafe beverages. The company was founded by Raymond Albert Kroc on April 15, 1955 and is headquartered in Chicago, IL.

McDonald`s Corp

McDonald's Corp

McDonalds quarterly results are driving attention, with traders weighing an earnings beat against a revenue miss and mixed regional sales trends. Reactions are divided between those calling the results solid, particularly on U.S. comparable sales, and those waiting to see whether the revenue shortfall or management commentary weighs on shares.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Traders are focused on reported Democratic gains in Congress and Texas, which they fear could bring greater scrutiny of Musks companies, government ties, and a potential SpaceX merger. The reaction is largely bearish, though some see possible support from pro-EV policies or view the pullback as a buying opportunity; merger outcomes remain speculative.

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Should Invesco NASDAQ Next Gen 100 ETF (QQQJ) Be on Your Investing Radar?

Barclays Sees 41% Upside In TSEM Stock As It Initiates Coverage — Says Firm's ‘Well Placed,’ Offers Agnostic Exposure

Equity

Barclays sees Tower Semiconductor as a leading silicon photonics foundry positioned to benefit as optical becomes one of the fastest-growing semiconductor end markets, per TheFly.

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Bearish Sentiment

<ul class="summary-bullets"><li>Barclays initiated coverage of Tower Semiconductor with an ‘Overweight’ rating and set a $310 price target.</li><li>The firm called Tower Semiconductor a leading silicon photonics foundry and a “key facilitator” of optical growth.</li><li>Tower Semiconductor has secured $1.3 billion in silicon photonics customer contracts for 2027 revenue.</li></ul>Tower Semiconductor (TSEM) drew a bullish initiation from Barclays, which initiated coverage on the stock with an ‘Overweight’ rating and $310 price target, according to TheFly.The firm called Tower Semiconductor a leading silicon photonics foundry and said optical is set to become one of the fastest-growing semiconductor end markets, with Tower acting as a “key facilitator.” Barclays acknowledged competition but said Tower Semiconductor remains “well placed and offers agnostic exposure,” per TheFly. The firm’s $310 target for <a href="https://stocktwits.com/symbol/TSEM">TSEM</a> stock implies more than 41% upside from the previous close.<h2 class="st-heading-2">TSEM’s Silicon Photonics Business Accelerates</h2>Tower Semiconductor’s silicon photonics (SiPho) business reached a $680 million annualized revenue run rate (ARR) in the second quarter (Q2) of 2026, up from $180 million a year earlier."We plan to cross the $1 billion of SiPho revenue annual run rate in the fourth quarter of 2026, with continued significant growth throughout 2027," said CEO Russell Ellwanger.Tower reported record Q2 revenue of $460 million, up 24% year over year, and guided third-quarter (Q3) revenue to $520 million, a record for the company. Its adjusted earnings per share (EPS) came in at $0.88, beating the consensus estimate tracked by FiscalAI.<h2 class="st-heading-2">Tower Customers Commit $1.3B For 2027</h2>The company has secured $1.3 billion in silicon photonics customer contracts for 2027 revenue, along with $290 million in customer prepayments for capacity reservations. Its 2028 contractual wafer commitments are even larger, with additional associated prepayments due by January 2027.Tower has also been adding capacity to meet that demand. In July, the company announced an expansion of its 300mm silicon photonics, silicon germanium, and advanced packaging capabilities in Japan, with support from the Japanese government.Tower and NewPhotonics also announced this week that they had begun high-volume shipments of optical engines for AI interconnects, targeting applications spanning 800G to 1.6T connectivity.<h2 class="st-heading-2">Retail Sentiment Around TSEM Stock</h2>Retail sentiment around TSEM jumped to ‘extremely bullish’ territory on Stocktwits, up from ‘bearish’ reading a month ago.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_09_18_180108_e408620dd1.png" alt="Screenshot 2026-09-18 180108.png" width="818" height="480"><figcaption>TSEM stock retail sentiment on September 18 as of 09:00 a.m. ET | Source: Stocktwits</figcaption></figure>So far this year, Tower Semiconductor shares have surged more than 80%. In comparison, the Invesco NASDAQ Next Gen 100 ETF (<a href="https://stocktwits.com/symbol/QQQJ">QQQJ</a>) and iShares AI Innovation and Tech Active ETF (<a href="https://stocktwits.com/symbol/BAI">BAI</a>), which hold TSEM stock, have risen by around 19% and 31%, respectively, during this period.See Also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/aal-ual-dal-get-fresh-rothschild-targets-firm-sees-domestic-revenue-strength-extending-into-2027/cZtuMBVRB3N">AAL, UAL, DAL Get Fresh Rothschild Targets — Firm Sees Domestic Revenue Strength Extending Into 2027</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a Tower Semiconductor Ltd. logo is displayed on a smartphone screen and in the background.

Tower Semiconductor (TSEM) drew a bullish initiation from Barclays, which initiated coverage on the stock with an ‘Overweight’ rating and $310 price target, according to TheFly.

Current Price	$44.07
Prev Close	$43.56
Open	$43.80
Dividend Yield	N/A
50-Day Moving Average	$44.51
Beta	N/A
Avg. Volume	137,448.68
PE Ratio	N/A

52-Week High	$46.94
52-Week Low	$34.39
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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