SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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

A sharp broad-market selloff, with traders linking pressure to fears that post-midterm AI regulation could slow data-center investment and weighing broader tech and semiconductor weakness, is dominating SPY discussion. Bears warn of further downside, while dip buyers call the drop overdone and look for a rebound.

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 steep selloff is tied to broader AI and semiconductor weakness as traders fear the election outcome could bring tighter restrictions or delays for data-center construction, threatening the pace of AI infrastructure spending. The community is split between viewing the drop as panic and a buying opportunity and worrying that slower buildout could expose an AI-investment bubble.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is under heavy selling pressure as traders worry that political pushback against data centers could slow AI infrastructure spending, adding to concerns that the AI trade is overvalued and vulnerable to forced selling. The community is split between seeing a deeper AI-led unwind and viewing the drop as an overreaction that may draw dip buyers.

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

Direxion Daily Semiconductor Bull 3X Shares

A sharp semiconductor and tech selloff, amid fears that AI infrastructure spending could slow and speculation about political pushback on data centers, has hammered the 3x leveraged SOXL fund. Traders debate whether the drop signals an AI-bubble unwind or an overreaction, while many try to buy the dip and others warn of further losses amplified by leverage.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Wendys rejection of Trian Partners takeover proposal and adoption of a limited-duration shareholder rights plan dominate discussion, with many traders calling the bid too low and hoping for a higher offer. Others question the companys weak sales and turnaround prospects, while speculation about a short squeeze remains prominent.

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

A steep selloff ahead of the earnings report has put AAOIs results and outlook at the center of discussion, amid broader worries about AI infrastructure spending and photonics stocks. Traders are split between buying the pullback in anticipation of strong results and expecting further losses if the report or guidance disappoints.

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

IREN is drawing attention ahead of its quarterly report, with traders focused on reported delays at its Texas data-center buildout tied to Microsoft and whether management can offer credible execution and guidance. Bearish traders fear further weakness amid pressure on AI infrastructure stocks and political uncertainty, while bulls argue the selloff is overdone and hope for reassuring results.

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 new AI regulation and possible data-center restrictions could slow infrastructure spending and chip demand. The community is split between dip buyers citing persistent memory demand and strong fundamentals, and bears expecting further declines amid AI-trade fears and forced selling.

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

AMD is caught in a sharp semiconductor and AI-stock selloff as traders worry that a Democratic sweep and potential data-center restrictions could slow AI infrastructure spending, despite the companys strong results and outlook. The community is split between dip buyers who see the decline as an overreaction and bears who warn that AI spending may cool and valuations remain stretched.

Vanguard Index Funds - Vanguard S&P 500 ETF

Vanguard S&P 500 ETF

A sharp broad-market selloff has put VOO in focus, with traders attributing the drop to political uncertainty and a possible unwind in AI and technology stocks. Reactions are split between dip-buyers and investors warning of a deeper downturn.

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Why Did RDDT, IREN, MBLY Stocks Tumble To 52-Week Lows Last Week? 

Equity

Investors were worried about growth in social media, data centers and self-driving technology. 


Reddit Stock Slumps as Wall Street Analysts Cut Price Targets After Earnings

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Reddit vs. The Trade Desk: One's Revenue Growth Overtook the Other's Lead

Key PointsReddit currently demonstrates a stronger trajectory in terms of overall revenue momentum, with its rapidly accelerating top-line figures overtaking The Trade Desk in the quarter ended Sept. 30, 2026...

• Reported GAAP EPS of $1.40 up 75.00% YoY
• Reported revenue of $894.96M up 53.01% YoY
• Reddit expects fourth-quarter 2026 revenue of $1B to $1.03B and Adjusted EBITDA of $480M to $510M. Guidance is based on Reddits current estimates and is not a guarantee of future performance.

Reddits U.S. DAUq decreased 2% and U.S. WAUq was unchanged year over year; stock-based compensation expense was $131.31M, and Q4 guidance is subject to significant risks and uncertainties.

Reddits revenue increased 53% and international revenue 67%; global DAUq, WAUq, and ARPU increased year over year, and Reddit was added to the S&P 500 index.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Extremely Bullish Sentiment

<ul class="summary-bullets"><li>Reddit stock faced pressure as Google search referrals fell by over 1 million users weekly in October.&nbsp;</li><li>IREN shares fell to a yearly low of $23.06 ahead of earnings amid concerns about high borrowing costs.&nbsp;</li><li>TD Cowen downgraded Mobileye to ‘Hold’ on product delays and competitive pressures.&nbsp;</li></ul>Reddit (RDDT), IREN (IREN) and Mobileye (MBLY) shares hit fresh 52-week lows on Friday as investors weighed weakening Google search traffic, rising infrastructure financing costs and delayed automotive technology rollouts.&nbsp;Reddit stock crashed 29%, while IREN and Mobileye stocks dropped 8% and 7%, respectively.&nbsp;<h2 class="st-heading-2">Reddit: Strong Earnings Fail To Offset Search Traffic Concerns</h2><a href="https://stocktwits.com/symbol/RDDT">Reddit stock</a> declined to an annual low of $89.28 despite a strong third quarter (Q3). Revenue climbed 53% year-on-year to $895 million, supported by advertising revenue of $847 million, up 54%. Net income increased 75% to $283 million, or $1.40 per diluted share.However, CEO Steve Huffman&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rddt-stock-drops-as-soft-q4-revenue-guidance-search-traffic-decline-and-logged-in-only-transition-weigh/cZUXTMwR9Rh">disclosed</a> that Google-related search referrals had fallen by more than 1 million users weekly on average during October. The decline mainly affected visitors browsing Reddit without logging in. The company warned that Q4 daily active unique visitors could fall by a low-double-digit percentage from its Q3 level of 130.3 million. Its revenue outlook of $1 billion to $1.03 billion also missed Wall Street's $1.05 billion estimate.KeyBanc downgraded RDDT to ‘Sector Weight’ from ‘Overweight’ due to uncertainty around future growth. Raymond James reduced its price target to $150 from $205 but maintained ‘Strong Buy’. On Stocktwits, retail sentiment around the stock remained ‘extremely bullish’.&nbsp;<h2 class="st-heading-2">Financing Costs Pressure IREN’s Infrastructure Expansion</h2><a href="https://stocktwits.com/symbol/IREN">IREN stock</a> also reached a yearly low of $23.06 as investors reassessed companies developing high-performance computing and digital infrastructure. Data center construction requires a large upfront investment, making businesses in the sector vulnerable to high borrowing costs and tighter financing conditions.B. Riley slashed its price target on IREN to $64 from $91 but retained its ‘Buy’ rating, still implying a 178% upside potential from the stock’s last close. The firm believes investors are assigning little value to IREN's future development pipeline. It also suggested that construction financing could provide temporary funding rather than become a permanent debt burden.The company is scheduled to report its Q1 earnings on Nov. 5, and analysts see $221.71 revenue with a loss of $0.76 per share, according to Fiscal.ai. Retail sentiment around the stock dropped to ‘bearish’ from ‘bullish’.&nbsp;<h2 class="st-heading-2">Mobileye Battles Automaker Delays&nbsp;</h2><a href="https://stocktwits.com/symbol/MBLY">Mobileye stock</a> touched a record low of $5.76 after narrowing its 2026 revenue outlook to $1.995 billion - $2.02 billion. Investors are worried that Western automakers are taking longer to adopt its products, while competition and pricing pressures are increasing in the self-driving technology market.TD Cowen downgraded MBLY to ‘Hold’ from ‘Buy’ and trimmed its price target to $7 from $8. The firm pointed to repeated delays in the rollout of SuperVision and Chauffeur products. Oppenheimer kept its ‘Outperform’ rating but lowered its price target to $16 from $27, saying the sharp drop in the stock could offer a good buying opportunity for long-term investors.&nbsp;Retail sentiment around the stock turned ‘neutral’ from ‘bullish’.&nbsp;So far this year, RDDT, IREN and MBLY stocks have declined between 36% and 60%.&nbsp;&nbsp;Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-mo-gild-xom-stocks-surge-to-52-week-highs-last-week/cNG91e0R92X">Why Did MO, GILD, XOM Stocks Surge To 52-Week Highs Last Week?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A smartphone displays the logo of Reddit Inc. (Photo illustration by Cheng Xin/Getty Images)

Reddit (RDDT), IREN (IREN) and Mobileye (MBLY) shares hit fresh 52-week lows on Friday as investors weighed weakening Google search traffic, rising infrastructure financing costs and delayed automotive technology rollouts.

Why Did RDDT, IREN, MBLY Stocks Tumble To 52-Week Lows Last Week?

MOBILEYE GLOBAL INC

Reddit Inc

Buying the dip

Selling / trimming

Holding, no change

Watching from the sidelines

Reddit ($RDDT) stock is dropping after The Wall Street Journal reported the company is reconsidering its $60 million-a-year AI data-licensing deal with Google amid tension over AI Overviews cutting into Reddit's search traffic. What are you doing with $RDDT today? Vote and explain your reasoning in the comments.

Reddit ($RDDT) stock is falling after reports surfaced that the company is reconsidering its AI data-licensing deal with $GOOGL. What are you doing with the stock today?

Stocktwits

Alphabet Inc Class A

) stock is falling after reports surfaced that the company is reconsidering its AI data-licensing deal with 

. What are you doing with the stock today?

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