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AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovins stronger-than-expected quarterly results, upbeat forward guidance, and expanded share-repurchase authorization drove a sharp rebound after a steep decline. Traders largely celebrated the results and speculated about a short squeeze, while others warned the rally could fade and questioned the pace of future growth and rising AI costs.

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

Microns sharp decline is being discussed as part of a broader semiconductor and AI-stock selloff, with traders speculating that election-related data-center restrictions or delays could weaken future AI infrastructure demand. Bulls call the move an overreaction given Microns strong results and memory demand, while bears point to cyclical supply risks and question whether the recent boom can last.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snaps quarterly results sparked a selloff as daily active-user growth fell short of expectations and advertising growth remained soft, with traders especially concerned about North American user trends. The reaction is disputed: bears focus on weaker audience metrics, while bulls point to improved profitability and the stronger fourth-quarter outlook.

Redwire Corp. engages in the development and provision of space and defense technologies and mission-critical solutions for government, commercial, and civil customers. Its offerings include spacecraft platforms, space infrastructure, avionics, sensors and payloads, power generation systems, radio frequency systems, microgravity research and manufacturing technologies, autonomous systems, optical sensors, and digital engineering solutions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Redwires Q3 results are driving attention, with a revenue shortfall weighing on shares while improved margins, record backlog and reaffirmed guidance fuel a more optimistic view. Traders are divided over whether the miss signals execution risk or reflects revenue timing while the business improves operationally.

Sezzle, Inc. engages in the operation of a digital payment platform that enables bank-to-bank transfer of money between consumers and businesses. The company was founded by Charlie G. Youakim, Killian Brackey and Paul V. Paradis on January 4, 2016 and is headquartered in Minneapolis, MN.

Sezzle Inc.

Sezzles strong quarterly results and another increase to its 2026 outlook, alongside an upbeat preliminary 2027 outlook, are driving attention. Bulls are celebrating the growth and speculating about short-covering, while some traders question whether projected growth is slowing enough to temper the rally.

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 under pressure as Democratic gains fuel trader concerns about tighter AI regulation and data-center permitting delays, despite strength in other mega-cap tech stocks. The community is split over whether this threatens chip demand or merely redirects and delays data-center investment, with some viewing the selloff as a buying opportunity and others warning of slower AI spending.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomms quarterly results and outlook are driving attention: a modest earnings beat was overshadowed by falling handset sales and warnings that memory and supplier costs will pressure margins, contributing to a sharp after-hours selloff. Traders are split on whether growth in automotive, IoT and data-center chips can offset smartphone weakness.

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

Traders link SNDKs sharp selloff with fears that election results and local resistance could slow data-center expansion, putting AI-driven memory demand at risk; broader concerns about memorys cyclical pricing and peak margins add to the pressure. The community is divided: bears see a lasting demand and valuation problem, while bulls argue the policy fears are overstated and point to strong results, constrained memory supply, buybacks, and the planned stock split.

Coherent Corp. engages in the development, refinement, manufacturing, and marketing of engineered materials, opto-electronic components and devices, and lasers for use in the industrial, communications, electronics, and instrumentation markets. It operates through the following segments: Networking, Materials, and Lasers. The Networking segment leverages compound semiconductor technology platforms and deep knowledge of end-user applications. The Materials segment markets engineered materials and optoelectronic devices. The Lasers segment serves industrial customers in semiconductor capital equipment, display capital equipment, precision manufacturing, and aerospace and defense, as well as instrumentation customers in life sciences and scientific research. The company was founded by Carl J. Johnson in 1971 and is headquartered in Saxonburg, PA.

Coherent Corp

Coherents strong quarterly results and raised outlook, driven by AI data-center optical demand, are the main focus, but the shares are selling off despite the beat. Traders are split between viewing the pullback as broad AI-sector de-risking and worrying that data-center spending concerns could outweigh the companys growth outlook.

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 earnings beat and higher full-year revenue outlook are driving discussion, but the stocks weak reaction has frustrated holders. Traders debate whether the raised total outlook signals stronger growth or overstates momentum, since ORLADEYO guidance was unchanged and some of the reported revenue boost came from other sources; bulls cite improving operations while skeptics focus on competition, debt and the wait for pipeline progress.

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Sanmina Corp. engages in the provision of integrated manufacturing solutions, components, products and repair, logistics and after-market services. It operates through the following segments: Integrated Manufacturing Solutions (IMS) and Components, Products and Services (CPS). The IMS segment consists of printed circuit board assembly and test, final system assembly and test and direct-order-fulfillment. The CPS segment includes interconnect systems and mechanical systems. The company was founded by Jure Sola in 1980 and is headquartered in San Jose, CA.

Sanmina Corp

MRVL Stock Primes For Rebound As AMD Reveals $10M Stake

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Bullish Sentiment

<ul class="summary-bullets"><li>MRVL jumped 1.6% in overnight trading.</li><li>Marvell has a wide portfolio of offerings, including networking chips, custom AI accelerators, optical and silicon photonics components, storage controllers, Ethernet solutions, and telecom semiconductors.</li><li>Stocktwits sentiment for MRVL remained ‘bearish.’</li></ul>Marvell Technology, Inc.’s stock rose 1.6% in overnight trading heading into Wednesday,&nbsp;following a tumble in the previous session, after chip giant Advanced Micro Devices disclosed a tiny yet seemingly strategic stake in the company.AMD held 65,516 million shares of Marvell as of the end of March, it disclosed in an exchange&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/Archives/edgar/data/2488/000119312526219769/0001193125-26-219769-index.htm">filing</a> on Tuesday. The stake was worth $6.5 million at the time and is worth $10.8 million as per Marvell’s last closing price.AMD also disclosed shareholdings in the electronics manufacturing firm Sanmina Corp, the AI drug discovery firm ABSCI Corp, and the photonic quantum computing company Xanadu Quantum Technologies.<h2 class="st-heading-2">MRVL Stock On Dream Run</h2><a href="https://stocktwits.com/symbol/MRVL">Marvell shares</a> are on a sharp upward trajectory, having&nbsp;surged about 117% from a recent low just before the company’s last earnings report on March 5. The move underscores how Investors are doubling down on AI infrastructure players amid a rapid buildout of data centers.Marvell has a wide portfolio of offerings, including networking chips, custom AI accelerators, optical and silicon photonics components, storage controllers, Ethernet solutions, and telecom semiconductors.The sentiment for Marvell got another boost from recent reports that Google is in talks with the company to&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/marvell-stock-jumps-overnight-on-buzz-of-custom-google-ai-chip-talks-retail-bulls-cheer-loudly/cZB5u6ORIya">co-develop</a> new AI chips, while analysts have been raising price targets as Marvell continues to win hyperscaler business and expand its role in the AI data centers market.&nbsp;<a href="https://stocktwits.com/symbol/AMD">AMD’s stock</a>, too, has been gaining sharply and is up about 128% since a recent low on March 30. Earlier this month, AMD&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amd-stock-soars-q1-data-center-revenue-surge-upbeat-q2-guidance/cZQDf99Re9x">forecast</a> second-quarter revenue above expectations after beating top- and bottom-line expectations, mainly driven by a strong uptick its data center business.&nbsp;<h2 class="st-heading-2">Retail View On MRVL</h2>On Stocktwits, the retail sentiment for MRVL remained ‘bearish,’ although users were posting about the AMD stake acquisition with a positive tone. The sentiment for AMD shifted to ‘bearish’ from ‘bullish’ as market sentiment soured after a hotter-than-expected inflation reading on Tuesday.“Love it when my team is working together - NICE!!”&nbsp;<a href="https://stocktwits.com/wader2k/message/653164011">said</a> a trader,&nbsp;referring to AMD and MRVL.Marvell is scheduled to report its fiscal first-quarter earnings on May 27. Before that, trades would be influenced by the May 20 earnings report from chip sector bellwether Nvidia.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-stock-jumps-overnight-trump-confirms-the-great-jensen-huang-is-part-of-official-china-trip/cZXLe2WRe0B">Nvidia Stock Jumps Overnight: Trump Confirms ‘The Great’ Jensen Huang Is Part Of Official China Trip</a>&nbsp;

Marvell Technology is displayed on a smartphone screen, with the company's geometric black-and-white branding visible in the background. (Photo illustration by Cheng Xin/Getty Images)

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