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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

Nvidia is caught in a broad semiconductor and AI-stock selloff as traders worry that post-election opposition and possible data-center restrictions could slow AI infrastructure spending, with concerns about crowded valuations and forced liquidations adding pressure. The community is split between viewing the decline as an overreaction and buying the dip, and seeing it as the start of a deeper AI-trade unwind.

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

A steep broad-market selloff has sparked debate over fears that Democratic gains could bring tighter AI oversight and slow data-center investment, alongside concerns about stretched valuations and forced selling. Traders disagree on whether the drop marks a deeper correction or an overreaction, with some looking for a rebound and others expecting more downside.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is drawing attention after a steep tech-led selloff, with traders linking the pressure to fears that a Democratic-controlled Congress could constrain AI and data-center expansion. Some view the move as an overreaction and buying opportunity, while others point to AI valuation concerns and possible forced selling as reasons for caution; the policy impact remains uncertain.

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

A broad semiconductor and AI-stock selloff, fueled by fears that Democratic control of Congress and calls to regulate or pause advanced AI could slow data-center investment, is driving attention to Micron. Traders are split between seeing an overreaction and buying the dip on continued memory demand, and warning that uncertainty around AI spending could mean further downside.

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

A sharp semiconductor and AI-linked selloff, tied by traders to fears that Democratic control could bring tighter AI and data-center rules and slow infrastructure spending, is driving attention to SNDK. Bulls call the decline an overreaction and point to memory demand, while bears see an AI-trade unwind and further downside; some traders also blame broad deleveraging.

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 broad semiconductor and AI-stock selloff as traders fear a Democratic-controlled Congress could increase scrutiny of data centers and slow the AI buildout. The community is split between expecting further losses and viewing the drop as an overreaction, pointing to AMDs strong results and continued AI demand as reasons for optimism.

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

Direxion Daily Semiconductor Bull 3X Shares

SOXL is plunging alongside a sharp semiconductor and broader tech selloff, as traders debate fears of a slowdown in AI and data-center investmentsome linked to election-related policy concernsagainst the possibility of forced selling and leveraged-position unwinds. The steep decline has prompted panic and bearish calls, while other traders see an overreaction and are buying for a potential rebound; SOXLs 3x daily leverage amplifies the volatility.

ProShares Trust - ProShares UltraPro QQQ 3x Shares

ProShares UltraPro QQQ

A sharp Nasdaq and technology-stock selloff, amid concerns about AI spending and semiconductor weakness, has weighed on TQQQ, whose daily leverage amplifies index moves. Traders are divided between buying the oversold dip for a rebound and expecting further downside, with some pointing to heavier put activity as a sign of caution.

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

Teslas sharp selloff is widely tied to traders concerns that the midterm election results could bring greater political scrutiny of Elon Musk and regulatory hurdles for a potential TeslaSpaceX merger, alongside a broader tech-market decline. The discussion is heavily bearish, though some traders view the drop as an oversold dip-buying opportunity; the merger and regulatory risks remain concerns rather than confirmed outcomes.

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 under pressure amid reports of delays at its Texas data-center site tied to Microsoft, alongside a broad selloff in AI-infrastructure stocks and concerns about political and regulatory risks. Traders are divided between viewing the steep decline as a buying opportunity and fearing that execution issues or weak earnings guidance could deepen the selloff.

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RIOT Stock Heads For Biggest Weekly Gain In 5 Months After Signing Its Largest-Ever AI Data Center Lease

Riots announcement of a long-term Corsicana data-center lease with a Frontier AI lab, alongside better-than-expected quarterly results, is driving attention as the company expands beyond Bitcoin mining into AI infrastructure. Traders largely welcomed the deal and the stocks surge, while others questioned financing, execution timelines and Texas data-center risks, and some viewed the rally as vulnerable to a pullback.

The decline appears tied to a reversal after Riots earnings and lease-driven rally, with Texas data-center policy concerns weighing on the sector. Bernstein said it expects the data-center pause to persist after the Democratic win in Texas and cut price targets across miners, including Riot.

RIOT Q3 Earnings Call Highlights $38B in AI Data Center Leases

Riot Platforms' $38B in AI data center leases marks a major shift from Bitcoin mining, with ambitious revenue targets, debt financing and deployment plans in focus.

RIOT Stock Heads For Biggest Weekly Gain In 5 Months After Signing Its Largest-Ever AI Data Center Lease 

Equity

Riot signed a 15-year lease covering 910 MW at its Corsicana campus in Texas, with an unnamed AI lab agreeing to pay about $28 billion over the initial term.


Riot Platforms, Inc. (RIOT) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

Although the revenue and EPS for Riot Platforms, Inc. (RIOT) give a sense of how its business performed in the quarter ended September 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Riot Platforms, Inc. (RIOT) Beats Q3 Earnings and Revenue Estimates

Riot Platforms, Inc. (RIOT) delivered earnings and revenue surprises of +102.94% and +12.37%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

What's in the Offing for Riot Platforms Stock This Earnings Season?

RIOT is expected to report lower Q3 revenues and a wider loss, as rising mining costs and network difficulty weigh on performance despite higher Bitcoin prices.

CIFR Stock Gets Biggest Price-Target Cut In Sector-Wide Reset Amid Keefe Bruyette’s AI Hosting Valuation Concerns

Keefe Bruyette lowered price targets on seven bitcoin miners and AI hosting companies on Monday.


Riot Platforms, Inc. (RIOT) Suffers a Larger Drop Than the General Market: Key Insights

In the most recent trading session, Riot Platforms, Inc. (RIOT) closed at $12.81, indicating a -6.77% shift from the previous trading day.

Stay Ahead of the Game With Riot Platforms, Inc. (RIOT) Q3 Earnings: Wall Street's Insights on Key Metrics

Evaluate the expected performance of Riot Platforms, Inc. (RIOT) for the quarter ended September 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

Riot Platforms, Inc. (RIOT) Falls More Steeply Than Broader Market: What Investors Need to Know

In the closing of the recent trading day, Riot Platforms, Inc. (RIOT) stood at $13.74, denoting a -4.91% move from the preceding trading day.

Cipher Digital Gears Up to Report Q3 Earnings: What's in Store?

Cipher Digital's Q3 results may reflect its shift to HPC leasing, with new data center rental income, declining mining revenues and rising construction costs in focus.

$RIOT Q3 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of $0.01 down -96.15% YoY
• Reported revenue of $181.43M up 0.67% YoY
• Riot expects contracted data center leases to generate more than $2B of average annual net operating income at full deployment; Corsicanas lease includes approximately $1.8B average annual rent over its 15-year initial term.

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Riot Platforms Inc

 Q3 '26 Earnings Results & Recap

• Reported GAAP EPS of $0.01 down -96.15% YoY
• Reported revenue of $181.43M up 0.67% YoY
• Riot expects contracted data center leases to generate more than $2B of average annual net operating income at full deployment; Corsicanas lease includes approximately $1.8B average annual rent over its 15-year initial term.

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Stocktwits Earnings

• Reported GAAP EPS of $0.01 down -96.15% YoY
• Reported revenue of $181.43M up 0.67% YoY
• Riot expects contracted data center leases to generate more than $2B of average annual net operating income at full deployment; Corsicanas lease includes approximately $1.8B average annual rent over its 15-year initial term.

Riots Bitcoin Mining revenue was $116M versus $160.8M, Adjusted EBITDA was $191,333 versus $197,197, and Riot listed construction delays, supply chain issues, permitting or regulatory hurdles, and unforeseen technical challenges.

Riot signed a 15-year, 910 MW Corsicana lease worth approximately $28B, Engineering revenue was $47M versus $19.1M on strong third-party demand, and mining cost was $39,265 versus $46,324.

Riot Platforms, Inc. is a bitcoin mining company, which engages in the provision of special cryptocurrency mining computers. It invests in Verady, Coinsquare, and Tess. It operates through the Bitcoin Mining and Engineering segments. The Bitcoin Mining segment focuses on maximizing ability to successfully mine Bitcoin by growing hash rate. The Engineering segment designs and manufactures power distribution equipment and custom engineered electrical products that provides them the ability to vertically integrate many of the critical electrical components and engineering service. The company was founded on July 24, 2000 and is headquartered in Castle Rock, CO.

Bullish Sentiment

<ul class="summary-bullets"><li>Riot said it does “not currently anticipate issuing equity to fund our announced projects.”&nbsp;</li><li>The Corsicana agreement takes Riot’s contracted data center capacity to 1,151 MW and its total contracted revenue to about $38 billion.</li><li>The company beat Wall Street estimates on third-quarter revenue and earnings.&nbsp;</li></ul>Riot Platforms (RIOT) shares surged in morning trade on Wednesday after the Bitcoin (BTC) miner reported third-quarter results that topped analyst estimates and announced its largest-ever AI data center lease, a 15-year agreement valued at about $28 billion, even as the broader sector slumped.The tenant, which Riot identified only as “a leading Frontier AI Lab,” will lease 910 megawatts (MW) of computing capacity at the company’s Corsicana campus in Texas. The agreement is expected to generate about $28 billion over its initial term, averaging around $1.8 billion annually.The unnamed tenant also has two five-year extension options. If both are exercised, the total value of the lease could reach approximately $54 billion.<a href="https://stocktwits.com/symbol/RIOT">RIOT stock</a> rose over 13.5% in morning trade, on track to post its largest weekly gain since May. It was among the top trending tickers on Stocktwits at the time of writing.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261104_102445769_a67c133278.png" alt="koyfin_20261104_102445769.png" width="2400" height="1240"><figcaption>RIOT stock weekly gains over the past year on October 4 as of 10:15 a.m. ET | Source: Koyfin</figcaption></figure>Retail sentiment around the shares flipped to ‘bullish’ from ‘bearish’ territory over the past day, and chatter surged to ‘high’ from ‘low’ levels. Platform data showed an increase of 87% in message volume in the last 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/image_45_7901def2e5.png" alt="image (45).png" width="1270" height="698"><figcaption>RIOT stock retail sentiment on November 4 as of 10:15 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Riot Says Corsicana Lease Will Not Require New Equity</h2>CEO Jason Les said the structure of the agreement “matters as much as the scale.” The lease is structured as a triple-net agreement, meaning the tenant is responsible for operating expenses such as taxes, insurance and maintenance.Riot estimates the project will cost about $6 million per MW, bringing the total investment to around $5.5 billion. Les said that was about half the cost of a typical high-end data center.Riot expects to spend approximately $2 million per MW on site work and electrical infrastructure. The remaining $4 million per MW will be reimbursed to the tenant, funded either through project debt or by the tenant itself. The AI lab will purchase, own, and operate the computers used at the facility.The company said it does “not currently anticipate issuing equity to fund our announced projects.” Riot has not raised equity this year. Instead, it sold 20,264 bitcoin, worth about $1.5 billion, during the first nine months of the year, primarily to fund its data center development plans.<h2 class="st-heading-2">Riot’s Third Data Center Lease</h2>The Corsicana agreement is Riot’s third data center lease as the company shifts beyond Bitcoin (BTC) mining and expands into AI infrastructure.In August, Riot signed a 20-year lease valued at $9.1 billion for 191 MW of capacity at its Rockdale campus in Texas with the same unnamed AI lab. The company also has a smaller agreement with Advanced Micro Devices (AMD).With the latest deal, Riot said it has secured contracts covering 1,151 MW of capacity and about $38 billion in total data center revenue. The company expects the agreements to generate more than $2 billion in average annual net operating income once the facilities are fully operational.The Corsicana capacity will come online in three stages. The company said it's aiming for 400 MW in September 2027, 200 MW in January 2028 and 310 MW in July 2028.<h2 class="st-heading-2">Riot’s Q3 Earnings Beat Estimates</h2>Riot reported third-quarter revenue of $181.4 million, up 1% from a year earlier and above analyst estimates of $160.2 million. Its loss per share was $0.01, compared with estimates of $0.31.The company mined 1,637 bitcoin during the quarter, up from 1,406 a year earlier. However, Bitcoin mining revenue fell to $116 million from $160.8 million, reflecting lower bitcoin prices despite higher production.Data center revenue was $18.4 million. Net income fell to $4 million from $104.5 million a year earlier. Riot ended the quarter with $950 million in cash and bitcoin.BTIG analyst Gregory Lewis maintained a ‘Buy’ rating and a $40 price target, according to TheFly. He said the firm has long viewed Corsicana as one of the strongest remaining data center sites in the U.S., citing its scale and proximity to Dallas.With the lease now signed, “all eyes now shift to project execution” and the next phase of growth for Riot’s data center business, BTIG said.<h2 class="st-heading-2">Bernstein Says Data Center Pause Is Likely To Persist</h2>Shares of other Bitcoin miners moved lower Wednesday. Bernstein slashed its price targets across the sector, citing the Democratic win in Texas, including Cipher Digital (CIFR), Iren (IREN), Mara Holdings (MARA), and TeraWulf (WULF), in addition to Riot Platforms.The firm said it expects the data center pause to continue and any data center potential legislation to remain in gridlock.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261104_105726936_1ad0096099.png" alt="koyfin_20261104_105726936.png" width="2400" height="1240"><figcaption>CIFR stock price performance over the past two years on November 4 as of 10:45 a.m. ET | Source: Koyfin</figcaption></figure><a href="https://stocktwits.com/symbol/CIFR">CIFR stock</a> fell over 19% to an over one-year low of around $6.50 in morning trade, and was among the top trending tickers on Stocktwits. Retail sentiment around the shares continued to trend in ‘bullish’ territory over the past day.&nbsp;<a href="https://stocktwits.com/symbol/MARA">MARA stock</a> was down over 4%, while&nbsp;<a href="https://stocktwits.com/symbol/WULF">WULF stock</a> dropped 3.8%.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/qualcomm-space-x-team-up-to-build-starlink-cell-network-deal-could-lay-the-foundation-for-ai-native-6-g-says-executive/cNGLhJYR93Z">Qualcomm, SpaceX Team Up To Build Starlink Cell Network: Deal Could ‘Lay The Foundation For AI-Native 6G,’ Says Executive</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Riot Platforms, Inc. logo is displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Riot Platforms (RIOT) shares surged in morning trade on Wednesday after the Bitcoin (BTC) miner reported third-quarter results that topped analyst estimates and announced its largest-ever AI data center lease, a 15-year agreement valued at about $28 billi

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