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SMX (Security Matters) Plc is a holding company, which engages in the provision of authentication solutions. It offers brand protection, authentication, and track and trace technology. The company was founded by Haggai Alon on July 1, 2022 and is headquartered in Dublin, Ireland.

SMX (Security Matters) Plc

SMX (Security Matters) PLC

SMX is experiencing a massive surge, reportedly fueled by news surrounding strategic partnerships and an equity purchase agreement, leading to discussions of a potential short squeeze. The community is highlighting the stock's extreme volatility and potential for substantial gains or losses, with some comparing it to past high-flying stocks. Traders are actively debating entry points and potential price targets, while also speculating about possible sympathy plays.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Recent reports suggest Netflix is in talks to acquire Warner Bros. Discovery, which has sparked community debate about regulatory hurdles and the potential impact on the streaming landscape. While some investors express excitement about the acquisition's potential, others worry about accumulating debt and antitrust scrutiny, creating volatility in the stock.

Warner Bros. Discovery, Inc. is a premier global media and entertainment company, which engages in the provision of a differentiated portfolio of content, brands, and franchises across television, film, streaming, and gaming. It operates through the following segments: Studios, Networks, Direct-to-Consumer (DTC), and Corporate. The Studios segment includes producing and releasing feature films for initial exhibition in theaters, producing and initial licensing television programs to networks services as well as third parties, distributing films and television programs to various third party, internal television, and streaming services, distribution through the home entertainment market related consumer products, and themed experience licensing and interactive gaming. The Networks segment focuses on domestic and international television networks. The DTC segment is involved in premium pay-television and streaming services. The company was founded on June 17, 1985 and is headquartered in New York, NY.

Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

Warner Bros. Discovery is trending amid reports of a potential acquisition by Netflix, with deal values around $27.75 per share. Community chatter revolves around the details of the deal, including cash versus stock components and the regulatory hurdles that may arise. Some investors speculate on competing bids and the potential for the deal to reshape the media landscape.

Q/C Technologies, Inc. operates as a clinical-stage pharmaceutical company, which engages in the development of drug products to extend healthy lifespan. It focuses on developing two novel therapeutic platforms, MyMD-1 and SUPERA-CBD, which aim to treat the causes of disease rather than just addressing the symptoms. MyMD-1 is a clinical-stage small molecule that regulates the immune system to control TNF-a, which drives chronic inflammation, and other pro-inflammatory cytokines. SUPERA-CBD is a synthetic derivative of cannabidiol being developed to treat conditions such as epilepsy, chronic pain, depression, as well as neuroinflammatory and neurodegenerative diseases. The company was founded in 1989 and is headquartered in New York, NY.

Q/C Technologies Inc.

QCLS is trending due to renewed interest in photonics and optical computing, fueled by investor Martin Shkreli taking a position and setting a bold price target; the community is discussing the stock's potential, comparing it to recent runners, and debating potential short squeeze scenarios. Many are closely watching for a breakout, with some drawing parallels to similar high-momentum plays like SMX and highlighting PMCB's significant stake in QCLS.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services such as lead generation and content for other financial services institutions. The company was founded in 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi's after-hours drop is fueled by a surprise $1.5 billion share offering, sparking dilution fears among investors despite the company's strong YTD growth and potential S&P 500 inclusion; the community is debating whether this is an opportunistic move or a sign of underlying financial needs, with some viewing it as a buying opportunity while others express concern about management's capital allocation strategy.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company was founded on June 3, 2024 and is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance Corp. is trending amidst ongoing speculation surrounding a potential acquisition of Warner Bros. Discovery, with community chatter focusing on whether PSKY will increase its bid to compete with reported offers from Netflix and Comcast. Some investors believe PSKY is the strongest contender due to a clearer regulatory path and potential support from key political figures, while others express concern about potential debt and the fairness of the bidding process.

$WAGMI is a community-driven meme token built on the Solana blockchain, designed to bring positivity, unity, and humor into the crypto space. The project encourages community engagement through memes, social interaction, and token-based activities. It leverages Solana’s fast and low-cost infrastructure to allow for smooth on-chain interactions, such as token transfers, community games, and NFT integration. The goal is to foster a fun, inclusive ecosystem where holders feel they are part of a larger movement – "We Are Gonna Make It."

WAGMI

WAGMI is trending as community members express strong bullish sentiment and highlight the increasing number of holders. Discussions center on the token's potential for significant gains, its strong community, and the idea that it's coded for long-term success on the Solana blockchain. Some users suggest it as a way to gain exposure to Solana's potential upside.

Sensei Biotherapeutics, Inc. is a clinical-stage biopharmaceutical company which focuses on the discovery, development, and delivery of next generation immunotherapies for the treatment of cancer and infectious diseases. The company was founded in 1999 and is headquartered in Rockville, MD.

Sensei Biotherapeutics Inc

Sensei Biotherapeutics ($SNSE) is trending amid high volatility, with community members debating its potential for a short squeeze similar to other recent runners. Despite some concerns around a recent filing indicating a stakeholder may sell shares, the stock is seeing significant volume and discussions about potential price targets, suggesting a speculative interest driving its current momentum.

Comcast Corp. engages in the provision of video, Internet, and phone services. It operates through the following segments: Residential Connectivity and Platforms, Business Services Connectivity, Media, Studios, and Theme Parks. The Residential Connectivity and Platforms segment consists of residential broadband and wireless services and Sky-branded entertainment television networks and advertising. The Business Service Connectivity segment offers broadband, wireline voice and wireless services through small to medium customers and large enterprises through the HFC network. The Media segment consists of NBCUniversal’s television and streaming platforms, including national, regional, and international cable networks. The Studios segment focuses on NBCUniversal’s film and television studio production and distribution operations. The Theme Parks segment operates Universal theme parks in Orlando, Florida, Hollywood, California, Osaka, Japan, and Beijing, China. The company was founded by Ralph Roberts in 1963 and is headquartered in Philadelphia, PA.

Comcast Corp - Ordinary Shares - Class A

Comcast Corp

CMCSA is trending as community members discuss its potential acquisition of Warner Bros. Discovery and the implications for the streaming landscape. Some believe a deal would strengthen CMCSA's position against competitors like Netflix, while others express concerns about regulatory hurdles and debt. Additionally, there is discussion around Versant Media Group, the cable networks spinoff from CMCSA, and its potential impact on the stock's value.

Rubrik, Inc. engages in the provision of cloud data management solutions. Its solutions include backup and recovery, VM backup, Microsoft 365, ransom ware recovery, database backup, cloud solutions, and Polaris sonar. Rubrik products include data protection, data threat analytics, data security posture and cyber recovery. The company was founded by Bipul Sinha, Arvind Jain, Soham Mazumdar, and Arvind Nithrakashyap in December 2013 and is headquartered in Palo Alto, CA.

Rubrik Inc. - Ordinary Shares - Class A

Rubrik Inc. - Class A

Rubrik is trending due to positive sentiment around its strong growth in the cybersecurity and AI spaces, with some anticipating a breakout past the $84 resistance level. Community members are discussing potential acquisitions and partnerships, particularly with companies like CrowdStrike and Amazon Web Services. Despite recent price volatility, many investors view RBRK as a long-term hold, citing its unique position in data protection and cyber resilience.

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ETF Fundamental Report for SMH

Below is Validea's ETF fundamental report for VanEck Semiconductor ETF (SMH). The report looks at SMH's exposure to the major investing factors including value, quality, momentum and low volatility...

The Zacks Analyst Blog Highlights NVIDIA, VanEck Semiconductor ETF, Strive U.S. Semiconductor ETF and VanEck Fabless Semiconductor ETF

NVDA jumps after a blockbuster quarter, with soaring AI demand and strong guidance renewing interest in semiconductor-focused ETFs.

Data Center Spending to Hit $580B: Buy 3 ETFs to Ride the AI Boom  

As data center investment is set to surge and surpass oil spending, you may invest in ETFs like SMH as AI demand reshapes the digital economy.  

NVIDIA Jumps on Upbeat Earnings & Guidance: ETFs in Focus 

NVIDIA's upbeat earnings fuel AI optimism and lift sentiment around NVDA-heavy ETFs like SMH, SHOC and SMHX as investors bet on stronger chip demand.

Should You Buy Nvidia-Heavy ETFs Before Q3 Earnings Release?

NVDA's recent slump and strong pre-earnings setup may fuel investor interest in ETFs that heavily weight the chipmaker ahead of its Q3 results.  

<ul class="summary-bullets"><li>China's revenue declined to 29% of total revenue, well below the 45% peak in the first quarter of fiscal 2024.</li><li>&nbsp;The company said it is preparing to support higher demand, starting in the second half of calendar year 2026.</li><li>For the year-to-date period, Applied Materials stock has gained more than 38%.</li></ul>Applied Materials, Inc. (AMAT) stock fell over 4% in Thursday’s extended session, despite the chip-equipment maker's&nbsp;upbeat fourth-quarter report. Management commentary that demand is expected to take off only in the second half of fiscal year 2026, as well as weakening China revenue, weighed on&nbsp;<a href="https://stocktwits.com/symbol/AMAT">AMAT stock.</a>For the year-to-date period, Applied Materials stock has gained more than 38%.<h3 class="st-heading-3">Applied Materials Q4 Earnings Snapshot</h3>Santa Clara, California-based Applied Materials reported year-over-year (YoY) declines in both adjusted earnings per share (EPS) and revenue, even as CEO Gary Dickerson sounded upbeat about artificial intelligence (AI)-related demand.Here’s how the key quarterly numbers stack up:<ul><li>Adj. EPS: $2.17 (down 6% YoY) vs. $2.1 consensus (<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="http://fiscal.ai">Fiscal.ai</a>)</li><li>Revenue: $6.80B (down 3%) vs. $6.67B consensus&nbsp;</li></ul>Among segments, semiconductor systems revenue, accounting for 70% of total revenue, declined 8% YoY, while Applied Global Services revenue remained nearly flat at $1.63 billion.Dickerson said, “As AI adoption drives substantial investment in advanced semiconductors and wafer fab equipment, Applied Materials delivered its sixth consecutive year of growth in fiscal 2025.”During the earnings call, CFO Brice Hill stated that China revenue declined to 29% of total revenue, significantly below the 45% peak in the first quarter of fiscal 2024, according to a Koyfin transcript.<h2 class="st-heading-2">Applied Materials Outlook</h2>The company guided first-quarter adjusted EPS to $2.18 ± $0.20 and revenue to $6.85 billion ± $500 million. Analysts, on average, estimate the metrics at $2.15 and $6.80 billion, respectively.Citing conversations with customers and partners, CFO Hill stated that the company is preparing to support higher demand, starting in the second half of calendar year 2026. “We have targeted our R&amp;D investments to create new products and technologies that will enable even faster and more energy-efficient transistors, chips, and systems and drive our growth in the years ahead.”On the earnings call, Hills stated that the adjusted gross margin is expected to be 48.4% in the first quarter and remain at that level until volumes increase to support higher demand in the second half of the next fiscal year.<h2 class="st-heading-2">What Retail Feels About AMAT Stock</h2>On Stocktwits, retail sentiment toward AMAT stock plunged to ‘extremely bearish’ as of late Thursday, from ‘neutral’ a day before. Retail chatter on the stream climbed to ‘extremely high’ levels amid the earnings release, with the message volume rising by about 2,300% over the 24 hours leading up to late Thursday.<figure class="image"><img style="aspect-ratio:678/62;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_13_at_8_51_06_PM_png_8b6b51b8f2.webp" alt="Screenshot 2025-11-13 at 8.51.06 PM.png" width="678" height="62"><figcaption>AMAT sentiment and message volume as of 8:50 p.m. ET. Nov. 13 | Source: Stocktwits</figcaption></figure>A watcher predicted that the stock would pull back toward $200 on Friday.<stembedurl>https://stocktwits.com/Adamchristlover/message/636148757</stembedurl>Another user expressed concern about the company’s declining revenue in China.<stembedurl>https://stocktwits.com/1986iamwallstreet/message/636135760</stembedurl>Applied Materials stock has traded in a 52-week range of $123.74-$242.50, with the high set on Oct. 30. The stock settled down 3.25% in Thursday's session to $223.23 amid the broader market meltdown. The stock’s all-time high of $255.89 was scaled in July 2024.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cannabis-stocks-drop-as-shutdown-deal-tightens-hemp-thc-rules/cLP9XcKREEa">Cannabis Stocks Drop As Shutdown Deal Tightens Hemp-THC Rules</a>

In this photo illustration, an Applied Materials, Inc logo seen displayed on a tablet.

Why Applied Materials Stock Fell Over 4% After-hours Despite Q4 Beat

CEO Gary Dickerson said AI adoption drove substantial investment in advanced semiconductors and wafer fab equipment, fueling the sixth consecutive year of growth.

Equity

CEO Gary Dickerson said AI adoption drove substantial investment in advanced semiconductors and wafer fab equipment, fueling the sixth consecutive year of growth.


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

<ul class="summary-bullets"><li>Navitas reported a third-quarter adjusted loss per share of $0.05, in line with the consensus estimate; revenue also met expectations.</li><li>China tariffs and pricing pressure in the mobile end market dented revenue.</li><li>Navitas's stock has jumped by more than 240% this year, thanks to a strong rally in mid-October following its partnership with Nvidia.</li></ul>Navitas Semiconductor Corp. (NVTS), a manufacturer of gallium nitride and silicon carbide power semiconductors, issued below-consensus guidance, sending its stock sharply lower in Monday’s after-hours session. Retail investors&nbsp;reacted cautiously to the report.After settling Monday’s session down nearly 9% at $12.25,&nbsp;<a href="https://stocktwits.com/symbol/NVTS">Navitas stock</a> fell over 14% in the extended session.&nbsp;<h2 class="st-heading-2">Navitas Q3 Earnings Snapshot</h2>The company reported a third-quarter adjusted loss per share of $0.05, aligning with the consensus estimate and narrower than the year-ago loss of $0.06. Revenue plunged over 53% year over year (YoY) to $10.1 million but edged past the $10 million consensus estimate.&nbsp;CFO Todd Glickman said on the earnings call that the revenue reduction reflected “adverse impacts from the China tariff risk for our silicon carbide business and pricing pressure in our mobile business, particularly in China,” according to a transcript provided by Koyfin.&nbsp;Torrance, California-based Navitas makes advanced computer chips that help electronics use power more efficiently.<h2 class="st-heading-2">Navitas Q4 Outlook</h2>The semiconductor company expects fourth-quarter revenue in the range of $7 million, plus or minus $0.25 million, trailing the mean analysts’ estimate of $10.03 million. It attributed the subpar outlook to its strategic decision to deprioritize the low-power, lower-profit China mobile &amp; consumer business, as well as streamline its distribution network and reduce channel inventory, to pivot to higher-power revenue and customers.CEO Chris Allexandre, however, sounded optimistic. “I’m excited to be leading the Navitas 2.0 team at this pivotal moment, as demand accelerates across high-power semiconductor markets for AI data centers, performance computing, energy and grid infrastructure, and industrial electrification.” The company guided adjusted gross margin to 38.5%, plus or minus 50 basis points.<h2 class="st-heading-2">What Retail Feels About Navitas’ Q3&nbsp;</h2>On Stocktwits, retail sentiment toward Navitas stock shifted to ‘neutral’ by late Monday, down from ‘bearish’ the day before.&nbsp; The message volume also increased slightly to ‘normal’ levels, with the retail chatter over the 24 hours leading up to late Monday rising by nearly 2,060%.Shrugging off the stock plunge, a bullish watcher said they would buy 3,000 shares later. Another user said the earnings weren’t bad, adding that they started a position.&nbsp;<stembedurl>https://stocktwits.com/Rumblingracoon97/message/634790101</stembedurl>Some, however, remained skeptical of the company’s artificial intelligence (AI) opportunity. “AI is going to solve its own energy problem well before this company gets anything to market.”<stembedurl>https://stocktwits.com/T2420/message/634791006</stembedurl>Navitas's stock has jumped by more than 240% this year, thanks to a strong rally in mid-October following&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/navitas-stock-surges-30-after-hours-here-s-why/ch6meZmR3le">its partnership with Nvidia.</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/alphabet-s-you-tube-rejects-disney-s-election-day-abc-restoration-request-as-blackout-persists/cL2FUghR3CB">Alphabet’s YouTube Rejects Disney’s Election-Day ABC Restoration Request As Blackout Persists: ‘Let’s Get A Fair Deal Done’</a>

In this photo illustration, the Navitas Semiconductor Corporation logo is seen displayed on a smartphone screen.

Why Navitas Stock Plunged Over 14% In After-Hours Trading

China proved to be a sore spot for Navitas, but the company sounded upbeat about its refocused efforts on high-revenue, high-margin businesses.

FocusShould You Buy NVIDIA as It Nears $5T Market Cap? ETFs in Focus

NVIDIA inches closer to the $5-trillion market-cap mark. Play the AI chip boom via ETFs SHOC, SMH, SMHX, SOXY & SEMI.

Want to Ride the Halloween Effect: ETF Strategies to Follow

It's time for the Halloween Effect! Check out ETFs like IYG, IYF, KBWB, XLV, XBI, SMH, FTXL, SPSM & VIOO that could shine from November -- April!

VanEck ETF Trust - VanEck Semiconductor ETF

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