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Invesco QQQ Trust Series 1

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is under pressure amid a broad tech and semiconductor selloff, with traders linking the decline to fears that the Democratic midterm sweep could bring tighter AI and data-center rules and slow infrastructure spending. The community is split between warnings of an AI-bubble unwind and forced selling versus calls that the drop is an overreaction and a buying opportunity; some see election concerns as a cover for broader valuation and deleveraging risks.

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

A sharp broad-market selloff is being linked by traders to fears that the Democratic midterm gains could bring tighter AI and data-center rules, weighing on tech-heavy indexes. The community is split between calling it the start of a deeper correction and viewing it as an overreaction or dip-buying opportunity.

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

NVDAs sharp selloff is tied to concerns that calls for tighter AI regulation and potential data-center permitting hurdles could slow infrastructure spending, alongside broader doubts about the sustainability of the AI trade. Traders are split between treating the decline as a buying opportunity based on continued AI demand and warning that valuations and customer spending may be vulnerable.

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

SanDisk is caught in a sharp memory and AI-chip selloff as traders worry that a Democratic-controlled Congress could tighten AI rules and slow data-center construction, while also questioning whether elevated memory-cycle expectations can hold. The community is split between fears of further selling and the view that the decline overreacts to policy uncertainty given strong recent results and continued memory demand.

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 sharp semiconductor selloff as traders fear calls for tighter AI regulation could slow data-center construction and weaken demand for AI memory. The community is split: bears see risks to AI spending and the memory cycle, while bulls argue demand remains strong and the decline is overdone; some also point to reports of a Taiwan plant work stoppage.

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

Direxion Daily Semiconductor Bull 3X Shares

Fears that election results could bring stricter AI and data-center rules are weighing on semiconductor stocks, with traders also debating whether the selloff reflects an AI-bubble unwind or an overreaction despite ongoing chip demand. SOXLs 3x leverage is amplifying the decline and panic, while some traders see a buying opportunity and others expect further losses.

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 broader semiconductor and AI-stock selloff, with traders linking the pressure to fears that election results could bring tighter AI regulation or slow data-center construction. The decline has sparked a split between dip buyers who point to strong earnings and guidance and bears who see an overheated AI trade facing a valuation reset.

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 record Q3 results, stronger Q4 outlook, expanded buyback and gains from its upgraded AI advertising models have driven a sharp rally. Bulls are celebrating the earnings-driven rebound, while others warn the move may fade and question whether the growth and AI-driven gains are sustainable.

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. 

Nebius is caught in a sharp AI-infrastructure and neocloud selloff, as traders fear election results and local opposition could slow data-center development and add permitting risk. The community is split between calling the decline an overreaction and buying the dipciting Nebiuss limited Texas exposure and international footprintand worrying about delayed projects, funding needs, and the upcoming earnings report.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is falling alongside broader high-growth and space stocks, while traders also point to Neutrons delay into 2027 and the companys lofty valuation as specific concerns. Bulls view the drop as market-driven and cite Electrons successful 99th launch; bears argue the Neutron delay raises execution and profitability risks.

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Smith Micro and Consumer Cellular Bring New Senior Phone Experience to Market, Helping Seniors Age in Place

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Smith Micro Software, Inc. engages in the provision of software solutions. It offers wireless internet solutions which enable access to information and entertainment. Its products include SafePath Family, SafePath IoT, SafePath Home, CommSuite VVM, CommSuite VTT, and ViewSpot. The company was founded by William W. Smith Jr. on November 30, 1982 and is headquartered in Pittsburgh, PA.

Smith Micro Software, Inc.

LivePerson, Fortinet, Smith Micro Software Draw Highest Retail Chatter Among Tech Stocks: Here’s Why

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The tech-heavy Nasdaq Composite Index closed 1.21% higher at 21,169 on Wednesday, as Apple’s $100 billion U.S. manufacturing investment lifted investor sentiment. LivePerson,&nbsp; Fortinet, and Smith Micro Software saw the highest retail chatter on Stocktwits among tech companies in the last 24 hours. Here’s a detailed analysis of how retail responded to the three stocks in the news:1. LivePerson Inc. (LPSN): The technology company saw retail chatter skyrocket 8,000% in 24 hours after the company expanded its partnership with Google Cloud on Wednesday, integrating the tech giant’s advanced artificial intelligence tools into its Connected Experience Platform.Retail sentiment around the stock improved to ‘extremely bullish’ (80/100) from ‘bearish’ territory the previous day. Message volume jumped to ‘extremely high’ (95/100) from ‘low’ levels in the last 24 hours.<figure class="image"><img style="aspect-ratio:961/127;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_07_064852_png_f7f89b429a.webp" alt="LPSN’s Sentiment Meter and Message Volume as of 07:00 a.m. ET on Aug. 7, 2025 | Source: Stocktwits" width="961" height="127"><figcaption>LPSN’s Sentiment Meter and Message Volume as of 07:00 a.m. ET on Aug. 7, 2025 | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/LPSN">LivePerson stock</a> traded over 8% lower in premarket on Thursday.2. Fortinet Inc. (FTNT): The cybersecurity provider saw retail chatter surge 4,500% in 24 hours after the company reported second-quarter (Q2) earnings on Wednesday.Retail sentiment around the stock improved to ‘ extremely bullish’ (90/100) from ‘bearish’ territory the previous day. Message volume jumped to ‘extremely high’ (88/100) from ‘normal’ levels in the last 24 hours.<figure class="image"><img style="aspect-ratio:953/107;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_07_065529_png_ade7e8e7c7.webp" alt="FTNT’s Sentiment Meter and Message Volume as of 07:00 a.m. ET on Aug. 7, 2025 | Source: Stocktwits" width="953" height="107"><figcaption>FTNT’s Sentiment Meter and Message Volume as of 07:00 a.m. ET on Aug. 7, 2025 | Source: Stocktwits</figcaption></figure>The company’s Q2 revenue and adjusted earnings per share (EPS) of $1.63 billion and $0.64 both beat the analysts' consensus estimate of $1.62 billion and $0.59, respectively, as per Fiscal AI data.<a href="https://stocktwits.com/symbol/FTNT">Fortinet stock</a> traded over 21% lower in Thursday’s premarket.&nbsp;3. Smith Micro Software Inc. (SMSI): The software services provider’s retail message count increased by 3,000% in 24 hours after Q2 earnings on Wednesday.Retail sentiment around the stock improved to ‘extremely bullish’ (81/100) from ‘neutral’ territory the previous day. Message volume jumped to ‘extremely high’ (77/100) from ‘low’ levels in the last 24 hours.<figure class="image"><img style="aspect-ratio:949/106;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_07_070613_png_786a890d56.webp" alt="SMSI’s Sentiment Meter and Message Volume as of 07:00 a.m. ET on Aug. 7, 2025 | Source: Stocktwits" width="949" height="106"><figcaption>SMSI’s Sentiment Meter and Message Volume as of 07:00 a.m. ET on Aug. 7, 2025 | Source: Stocktwits</figcaption></figure>The company’s Q2 revenue of $4.420 million missed the analysts’ consensus estimate of $4.68 million, as per Fiscal AI data. However, adjusted loss per share of $0.14 surpassed the consensus estimate of a loss per share of $0.25.<a href="https://stocktwits.com/symbol/SMSI">Smith Micro Software stock</a> traded over 5% higher in Thursday’s premarket.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/nvidia-stake-vision-funds-boost-softbank-s-2025-q1-result/chrmGRJRdd1">Nvidia Stake, Vision Funds Boost Softbank’s Q1 Results As Masayoshi Son’s Investment Company Looks To Ramp Up AI Bets</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 2024/12/01: In this photo illustration, the Fortinet company logo is seen displayed on a smartphone screen.

LivePerson saw retail chatter skyrocket 8,000% in 24 hours after expanding its partnership with Google Cloud. 

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