SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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.

Conversation surrounding Trump Media & Technology Group is dominated by intense political polarization and negative sentiment regarding recent geopolitical tensions and economic conditions. Traders are debating the company's association with broader market volatility, high interest rates, and inflammatory headlines involving the former president.

Forgent Power Solutions, Inc. is a holding company, which engages in the design and manufacture of electrical distribution equipment used in data centers, power grid, and energy-intensive industrial facilities. It also offers powertrain solutions and standard and custom products. The company was founded on July 21, 2025 and is headquartered in Dayton, MN.

Forgent Power Solutions Inc. - Ordinary Shares - Class A

Forgent Power Solutions Inc.

Forgent Power Solutions is surging following record fiscal fourth-quarter results and a record backlog, fueling investor optimism regarding its role in the AI infrastructure supply chain. Despite past volatility related to secondary offerings, the community remains bullish on the company's strong revenue growth and significant expansion plans in Tijuana to meet surging electrical equipment demand.

QXO, Inc. is a publicly traded distributor of roofing, waterproofing and complementary building products in the United States. It plans to become tech-enabled in the building products distribution industry and generate outsized value for shareholders. The company was founded on October 3, 2002, and is headquartered in Greenwich, CT.

QXO Inc.

QXO is trending due to persistent selling pressure and negative sentiment surrounding macroeconomic headwinds, including high interest rates and their impact on the housing and building sectors. Investors are debating the long-term potential of the company's M&A strategy against short-term concerns over dilution, market volatility, and a lack of immediate price recovery.

Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

Red Cat Holdings Inc

Red Cat Holdings is trending as investors monitor potential defense contracts and the broader drone sector's potential to benefit from U.S. government spending and recent tariffs on foreign competitors. The community remains divided between those optimistic about the company's long-term military role and skeptics concerned about the timing of revenue, leadership credibility, and past management of capital.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle is experiencing downward price pressure as investors react to news that a specific lot of jalapeños was linked to a salmonella outbreak in Minnesota, leading to the proactive removal of the product from affected restaurants. While some traders view the sell-off as an overreaction given that the company claims no ongoing risk and the incident is limited to a single supplier, others are wary of the potential impact on consumer trust and near-term sales.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

CAVA is trending following a bullish upgrade from UBS, which highlighted the company's compelling growth story and potential to outperform peers in a challenging macroeconomic environment. Investors remain focused on the restaurant chain's rapid unit expansion and strong same-store sales momentum.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines is facing significant selling pressure and volatility, with traders debating whether the stock is a long-term undervalued opportunity or a "pump and dump" play. Much of the conversation is driven by frustration over technical weakness and persistent short-selling, despite positive contract news and institutional interest.

Vera Therapeutics, Inc. is a clinical stage biotechnical company, which engages in the development and commercialization of transformative treatments for immunological diseases. Its product includes the TRUTAKNA injection. The company was founded by Marshall W. Fordyce in May 2016 and is headquartered in Brisbane, CA.

Vera Therapeutics Inc - Ordinary Shares - Class A

Vera Therapeutics is trending following the announcement of positive final Phase 3 results for its kidney disease treatment, Trutakna, which showed significant reductions in disease progression risk. Traders are expressing strong bullish sentiment, highlighting the company's potential for full FDA approval in 2026 and discussing the stock's potential for a short squeeze.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. It operates through the Hard Disk Drives (HDD) segment. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digital shares experienced significant downward pressure as traders reacted to the company's latest quarterly results and forward guidance, with the broader memory and storage sector also seeing intensified volatility. Despite beating earnings expectations, the stock is facing a sharp correction as the community debates whether the recent sell-off represents a buying opportunity in a secular AI infrastructure cycle or a sign of cooling growth.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is trending as the community debates the company's lack of transparent progress and the potential impact of Volkswagen's reported asset divestment plans. While some traders remain optimistic about long-term potential and upcoming production milestones, others are expressing frustration over continued silence and delays in commercializing their battery technology.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

S&P 500, Nasdaq, Dow Drop On Chipmaker Weakness, Treasury Yield Pressure — MSFT, NFLX, ORCL, CRWD, RBLX In Focus

Semiconductor stocks faced a sharp decline as industry leaders and major AI executives warned about the pace of artificial intelligence development, fueling concerns over a potential slowdown in AI spending. While some traders view the sell-off as a manufactured "shakeout" or marketing ploy by frontier labs to control regulation, others are rotating capital into software as they reassess the risks within the chip sector.

US Semiconductor Market Seen Nearly Doubling By 2030, BofA Says – Memory And AI To Drive The Next Leg: Report

Equity

Bank of America materially raised its semiconductor equipment outlook as stronger memory demand and server investment reshape the industry’s capital-spending cycle, according to Investing.com.


Anthropic CEO Dario Amodei called for a slowdown of the development of AI capabilities. 

Nvidia’s New Quantum Tool Could Reduce Qubit Needs — Infleqtion Reports 5X Improvement In Code Rate 

Nvidia launched CUDA-Q Logical, a new layer designed to help researchers develop and coordinate systems for fault-tolerant quantum computing.


Should You Invest in the VanEck Semiconductor ETF (SMH)?

S&P 500, Dow Break Past Four-Day Loss To End Higher As Investors Eye Fed Meeting Next Week — DELL, HPE, EL, WMT In Focus

The consumer price index rose 0.4% in August, month over month and 3.4% year over year.


S&P 500, Dow, Nasdaq End Lower As Surging Oil Raises Odds For A September Rate Hike — ORCL, ADBE, M, NVDA, UBER In Focus

But futures were mixed, with S&P 500 futures marginally up, while Dow and Nasdaq futures slightly eased.

Top Semiconductor ETFs That Investors May Buy in September

Semiconductor ETFs are riding AI-driven demand and rising chip investment, with four funds offering diversified exposure to the industry's next growth phase.

Nvidia Stock Slips Overnight: Director Mark Stevens Dumps $640M In Stock Amid AI Testing Capacity Strains 

Stevens sold Nvidia shares between Aug. 31 and Sept. 4 at prices ranging from about $220 to $234, with total sales reaching $646.5 million. 

S&P 500, Dow, Nasdaq End Lower As Oil Crosses $101, Yields Pop Following Bessent’s Expanded Buyback Plan — AAPL, META, AMZN, CRM In Focus

 U.S. benchmark 10-year yields hit the highest since 2023. 

Tech had a rough summer. Where these investors see opportunities ahead

The QQQ ETF is flat since Memorial Day, while the VanEck Semiconductor ETF (SMH) and the Roundhill Magnificent Seven ETF (MAGS) are down slightly in that time...

VanEck ETF Trust - VanEck Semiconductor ETF

Bearish Sentiment

Too early to tell

Semiconductor stocks have been under significant selling pressure in recent weeks, leaving retail investors debating whether the worst is over or if more downside lies ahead. Cast your vote and let us know your reasoning in the comments.

Is the pullback in semiconductor stocks over? 
 
Explain your reasoning in the comments.

Feed

News

Sentiment

Fundamentals

Info

SMH VanEck Semiconductor ETF

Fundamentals

Latest SMH News