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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 broad semiconductor selloff as traders worry that election results could bring tighter scrutiny or delays for data-center construction, slowing AI infrastructure spending and future memory demand. The community is split between fears that the AI trade and memory cycle are rolling over and views that the selloff overstates the risk because data-center projects and AI demand could continue elsewhere.

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 selloff is tied to traders concerns that the Democratic sweep could bring tighter AI and data-center rules, delaying projects and weighing on chip demand. The community is divided between fears of an AI-capex slowdown and a broader bubble unwind, and bulls who view the decline as an overreaction and point to ongoing AI demand.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

A post-election selloff has focused attention on fears that Democratic-led restrictions or local opposition could slow U.S. data-center construction and weigh on AI infrastructure stocks. Bulls argue Nebiuss international footprint and lack of Texas data centers limit its exposure, while bears point to permitting and buildout risks across the neocloud sector.

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

Concerns that election results could bring tighter oversight or delays for data-center construction are weighing on SanDisk and other AI-linked memory stocks, as investors question the pace of infrastructure spending. Traders are split between viewing the selloff as an overreaction to political uncertainty and warning that slower buildouts could undermine future memory demand.

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

A stronger-than-expected quarterly report, upbeat forward guidance, and expanded share-repurchase authorization sparked a sharp rebound after a steep decline. Many traders welcomed the results and anticipated further gains, while others cautioned that the rally could fade and questioned whether growth can hold up amid rising AI costs and a slower growth outlook.

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

A strong earnings beat and raised revenue outlook have failed to prevent a sharp post-report selloff, leaving traders divided between those focused on AI-driven growth and low valuation and those concerned about margin pressure and reliance on one large customer. Some also blame election-related uncertainty over data-center expansion, while others view the decline as an overreaction.

Roundhill ETF Trust - Roundhill Memory ETF

A sharp selloff in memory and semiconductor shares has traders debating whether AI-spending concerns and fears of a cyclical downturn or added supply from China threaten the memory boom. Some see more downside, while others are buying the dip on expectations that AI demand and tight memory supply will persist.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells proposed all-stock acquisition of Lumentum is dominating discussion amid the sharp selloff, with traders worried about dilution, the deals price and execution risks, and uncertainty before closing. Some see strategic potential in combining chips and optical components for AI data centers and view the drop as overdone, while broader concerns about AI infrastructure spending add pressure.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

Gold is rallying alongside silver after the U.S. midterm results, with traders pointing to a weaker dollar and lower Treasury yields as support for precious metals. The community is broadly bullish on the move but some traders question whether it will hold, citing volatile price action and nearby technical resistance.

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

Fears that election results could bring tighter data-center permitting, particularly in Texas, are weighing on IREN and the broader AI infrastructure trade; traders disagree over whether existing powered sites could instead benefit from limits on new competition. Earnings uncertainty and reported Microsoft-related project delays add to the concern, while bulls are looking for updates on delivery timelines and capacity.

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Solaris Energy Infrastructure Announces Third Quarter 2026 Results, Additional Power Contracts and Increased Guidance

Solaris Energy Infrastructure, Inc. (NYSE:SEI) (Solaris or the Company), today announced the following: Third Quarter 2026 Summary Results Revenue of approximately $341 million increased 55% sequentially from second quarter 2026. Net income of $39 million, which increased 56% from second quarter...

Solaris Energy Q3 Earnings Preview: Another Beat Likely?

Rising data center power demand, a strategic acquisition and stronger oilfield equipment activity could fuel an earnings beat for SEI.

Texas Pacific Land Set to Report Q3 Earnings: What's in Store?

Record royalty production and rising water disposal demand may boost TPL's Q3 results, but weaker water sales could offset some gains.

Solaris Energy Infrastructure, Inc. (SEI) Expected to Beat Earnings Estimates: Can the Stock Move Higher?

Solaris Energy Infrastructure, Inc. (SEI) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Will Solaris Energy Infrastructure, Inc. (SEI) Beat Estimates Again in Its Next Earnings Report?

Solaris Energy Infrastructure, Inc. (SEI) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Should You Buy Solaris Energy Infrastructure, Inc. (SEI) After Golden Cross?

When a stock experiences a golden cross technical event, good things could be on the horizon. How should investors react?

Solaris Energy Infrastructure Schedules Third Quarter 2026 Results Conference Call

Solaris Energy Infrastructure, Inc. (NYSE:SEI) (Solaris or the Company) announced today that it will host a conference call to discuss its third quarter 2026 results on Thursday, November 5, 2026 at 8:00 a.m. Central Time (9:00 a.m. Eastern Time). Solaris will issue its third quarter earnings...

Higher Interest Rates Aren’t Slowing AI Data Center Customers: Solaris Energy CEO 

Equity

In an interview with CNBC, Solaris Energy Infrastructure’s CEO Bill Zartler said that higher interest rates do not seem to be impacting any of its AI customers. 

Solaris Energy Infrastructure's Zartler on building power capacity

Solaris Energy Infrastructure's Zartler on building power capacity...

Wall Street Analysts See a 26.29% Upside in Solaris Energy Infrastructure, Inc. (SEI): Can the Stock Really Move This High?

The consensus price target hints at a 26.3% upside potential for Solaris Energy Infrastructure, Inc. (SEI). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

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

Solaris Energy Infrastructure increased fourth quarter 2026 Adjusted EBITDA guidance to $165M from $145M and first quarter 2027 Adjusted EBITDA guidance to $220M from $200M.

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Solaris Energy Infrastructure Inc. - Ordinary Shares - Class A

 Q3 '26 Earnings Results & Recap

Solaris Energy Infrastructure increased fourth quarter 2026 Adjusted EBITDA guidance to $165M from $145M and first quarter 2027 Adjusted EBITDA guidance to $220M from $200M.

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Solaris Energy Infrastructure increased fourth quarter 2026 Adjusted EBITDA guidance to $165M from $145M and first quarter 2027 Adjusted EBITDA guidance to $220M from $200M.

Solaris Energy Infrastructure's revenue-earning power capacity decreased 14% sequentially, primarily due to planned release of temporary third-party generation; Logistics revenue and Segment Adjusted EBITDA decreased, while debt attributable to Solaris was $2.4B versus $972.64M.

Solaris Energy Infrastructure signed a 15-year, 900 MW power contract bringing long-term contracted capacity to 3.2 GW, secured 200 MW additional generation capacity, and Power Solutions revenue and Adjusted EBITDA increased 79% and 32%, respectively.

Solaris Energy Infrastructure, Inc. is a holding company, which engages in the manufacture of patented mobile proppant management systems that unload, store, and deliver proppant to oil and natural gas well sites. The firm's products include Mobile Proppant and Mobile Chemical Management Systems, and Inventory Management Software. It operates through the following segments: Solaris Power Solutions and Solaris Logistics Solutions. The Solaris Power Solutions segment includes delivery of power generation, control, and distribution solutions. The Solaris Logistics Solutions segment designs and manufactures specialized equipment that enables the efficient management of raw materials used in the completion of oil and natural gas wells. The company was founded by William A. Zartler in 2014 and is headquartered in Houston, TX.

Neutral Sentiment

<ul class="summary-bullets"><li>Zartler said margins and fundamentals from its own business and other power generators suggest the AI buildout isn't slowing despite higher interest rates.&nbsp;</li><li>He added that what's happening in the industry also indicates that “it's very, very early in terms of the adoption” of the technology.&nbsp;</li><li>U.S. companies have issued nearly $500 billion in new debt in 2026 to finance AI infrastructure, according to Bloomberg data.</li></ul>Solaris Energy Infrastructure Inc.’s (SEI) co-CEO Bill Zartler said on Thursday that higher interest rates are not impeding artificial intelligence buildouts.&nbsp;In an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=d0iG59wPJb0">interview</a> with CNBC, he said, “At this point, the rates don't seem to be impacting any of our customers. The customers are out raising money today, and they're evaluating this.”Solaris Energy Infrastructure, which traditionally supplied power to oil and gas operations, began pivoting from its traditional oilfield services business toward providing distributed power solutions for AI data centers in the years leading up to the COVID-19 pandemic.&nbsp;<h2 class="st-heading-2">AI Data Center Debt Is Rising Despite Higher Interest Rates</h2>Zartler said margins and fundamentals from its own business and other power generators point to the fact that the AI buildout is not slowing despite higher interest rates.&nbsp;He added that what's happening in the industry also indicates that “it's very, very early in terms of the adoption” of the technology.&nbsp;The Federal Reserve hiked benchmark interest rates to 3.75% to 4% at its latest September meeting, with forecasts suggesting more hikes are on the cards.&nbsp;U.S. companies have issued nearly $500 billion in new debt in 2026 to finance AI infrastructure. Analysts at Goldman Sachs and JPMorgan expect AI-related borrowing to climb further, with projections reaching up to $1.2 trillion in coming cycles and cumulative borrowing potentially reaching multiple trillions of dollars by 2030.&nbsp;Broadcom Inc. (AVGO) alone could&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-10-08/ai-debt-spree-hammers-tech-debt-as-traders-rush-to-reprice-risk">raise</a> about $600 billion to finance computing capacity in the coming years.&nbsp;“I can see it in our business. I can see the use of AI and the use of the computer tools, both growing in our operations from a mechanics and maintenance perspective, info perspective, in our HR systems. I think we're still nascent in the adoption of this tool, and it's really just an evolving tool for the industry,” Zartler said.&nbsp;<h2 class="st-heading-2">Solaris Highlights Long-Term AI Power Contracts</h2>Zartler also said that natural gas availability is not the primary constraint on powering AI data centers, with pipeline development dependent on securing rights-of-way.&nbsp;As data centers move to non-municipal areas where land access is easier, pipeline bottlenecks can take “months,” not longer, he said.&nbsp;Currently, Solaris signs power supply contracts lasting 10 to 15 years, though its portfolio includes agreements ranging from four to 15 years. Zartler described the business as “high capital intensity upfront” with “a long-term tail of earnings,” adding that the company weighs contract pricing against duration and deployment timing.The company has expanded several AI and power infrastructure contracts in 2026, including a turnkey power plant agreement with Hatchbo of 660 MW with a potential 18-year term. The company also increased a customer’s microgrid capacity from 60 MW to approximately 80 MW and extended the contract from four to six years.&nbsp;Separately, it upsized a previously announced contract by 130 MW and signed a 10-year agreement to provide more than 600 MW to a global technology company.&nbsp;<h2 class="st-heading-2">SEI Stock: Retail Stance</h2>On Stocktwits, retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/SEI">SEI stock</a> was ‘neutral’ at the time of writing amid ‘low’ message volumes.&nbsp;SEI stock is up more than 45% in 2026.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Solaris Energy Infrastructure logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Higher Interest Rates Aren’t Slowing AI Data Center Customers: Solaris Energy CEO

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$SEI Q3 '26 Earnings Results & Recap

Solaris Energy Infrastructure increased fourth quarter 2026 Adjusted EBITDA guidance to $165M from $145M and first quarter 2027 Adjusted EBITDA guidance to $220M from $200M.

$SEI really bullish on this pullback here guys . Just recently formed a golden cross as well . This can go crazy long term .

$SEI $VICR 

I guess higher guidance doesnt matter anymore? Market is crazy. VICR and SEI just raised their guidance big time.

Swing Trade Master

$SEI Has targeted approximately 3.1 GW of generation capacity supporting its growth ambition€.

Kenneth Brown

Ticker SCAG news today: 
 
Scage Future Enters into Strategic Cooperation Agreement with China Huaye Group 
 
SCAG only 1.3 million shares float - Chinese - On watch. 
 
$SEI ♂️

Jason Vollmer

$SEI 📝 

A subsidiary of Solaris Energy Infrastructure, Inc. entered into an agreement to provide approximately 900 megawatts of power generation, balance of plant equipment, and O&M services to an existing investment-grade diversified industrial and technology customer for an initial 15-year term per deployment with an option to extend for 15 years.

Rayvio | Market News Filter

$SEI weekly. broke down of of the rising wedge now bear flagging. some volume support in mid 50's, below that a gap to low 30's

trendtrader6

🔴 $SEI 62.5P Nov 20 
 
💰 $171,700 premium 
💵 $0/contract 
📊 2.3x Vol/OI 
📍 Spot $64.33 
 
💰 Large premium 
 
🌊 Dark Flow | Options Flow

dustlesspuma

Higher Interest Rates Aren’t Slowing AI Data Center Customers: Solaris Energy CEO 

$SEI

https://stocktwits.com/news/equity/markets/higher-interest-rates-aren-t-slowing-ai-data-center-customers-solaris-energy-ceo/cZD6JzkRBVB

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SEI Solaris Energy Infrastructure Inc. - Ordinary Shares - Class A

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