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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.

Political uncertainty ahead of the midterm elections and debate over the Iran conflict dominate discussion, with traders linking war and cost-of-living concerns to market pressure and DJTs decline. Bearish views prevail, though some speculate a peace deal or Republican win could improve sentiment.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as traders react to Iran-related tensions and reported threats to oil shipments through the Strait of Hormuz, which have fueled concerns about supply disruptions and supported crude prices. Bulls see further risk from possible escalation and depleted reserves, while bears expect a sharp pullback if negotiations produce a deal or tensions ease.

AbCellera Biologics, Inc. engages in the development of therapeutic antibodies. It offers antibody discovery platform that searches, decodes and analyzes natural immune systems to find antibodies that can be developed to prevent and treat disease. The company was founded by Carl Lars G. Hensen, Kathleen Lisaingo, Kevin Heyries, Véronique Lecault and Daniel Da Costa on November 8, 2012 and is headquartered in Vancouver, Canada.

AbCellera Biologics Inc

Attention centers on ABCL635, AbCelleras antibody for menopausal hot flashes: traders are discussing its positive Phase 2 results and additional conference data while watching for longer-term durability results and clarity on a Phase 3 path. Bulls view the program as validation of AbCelleras pipeline, while skeptics say the latest presentation added little beyond known results and want more concrete clinical updates.

Select Sector SPDR Trust (The) - State Street Energy Select Sector SPDR ETF

Energy Select Sector SPDR Fund

Traders are focused on the Iran conflict, Strait of Hormuz shipping risks and reported attacks on energy infrastructure, with concerns about disrupted oil and fuel supply supporting interest in energy stocks. The community is split between those expecting further gains if tensions persist and those warning that diplomacy, easing supply fears or profit-taking could reverse the rally.

ProShares Trust II - ProShares Ultra Bloomberg Crude Oil 2x Shares

ProShares Ultra Bloomberg Crude Oil

Hopes for U.S.-Iran de-escalation are weighing on crude prices and UCO, while persistent concerns about Strait of Hormuz disruptions and constrained supply keep some traders bullish. The community is debating whether diplomacy will ease the oil-risk premium or whether renewed conflict will sustain sharp swings.

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

Reports of advanced talks to acquire Lumentum have driven attention, with traders worried the large deal could require substantial share dilution or debt and weigh on Marvell. Some see strategic value in combining Marvells AI networking chips with Lumentums optical technology, but the talks remain unconfirmed and the market reaction has been sharply negative.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Metas negative S&P outlook, tied to heavy AI infrastructure spending and uncertainty about free cash flow, is driving concern alongside fears that planned stock sales could dilute shareholders. Traders debate whether strong advertising growth and potential AI monetization can justify the investment, with some viewing the selloff as a buying opportunity.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantirs upcoming Q3 report is the dominant focus, with traders debating whether strong results and raised guidance can clear an already high bar as AI stocks face a broader pullback. Bulls expect continued growth, while skeptics warn that a beat may not prevent selling given the stocks lofty valuation and risk-off sentiment.

ProShares Trust II - ProShares Ultra Bloomberg Natural Gas 2x Shares

ProShares Ultra Bloomberg Natural Gas

BOIL is drawing attention as natural-gas weakness and repeated lows collide with hopes for a winter-weather rebound. Traders disagree over whether colder forecasts and tighter storage could spark a bounce, while others point to mild-weather expectations, ample supply, and the ETFs leverage and futures-roll decay as risks.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

A breakout to a 52-week high has fueled buyout speculationoften centered on Sanofiand hopes for a short squeeze, with traders also pointing to heavy call-option activity. BRIUMVIs commercial growth and forthcoming earnings and subcutaneous data add to the optimism, while some traders doubt a deal is imminent and see the rally as momentum ahead of results.

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Boost Your Portfolio Returns With These 4 Top-Performing Liquid Stocks

CMRC, MNDY, SMTC and TLS make the cut as the top liquid stocks, each boasting strong liquidity, growth attributes and operational efficiency.

Monolithic Power (MPWR) Q3 Earnings and Revenues Beat Estimates

Monolithic (MPWR) delivered earnings and revenue surprises of +5.00% and +3.56%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

NVTS vs. SMTC: Which Semiconductor Stock Should You Buy Right Now?

Semtech's AI data center growth, rising 1.6T demand and lower valuation give it an edge over Navitas Semiconductor.

Semtech Brings 5G Network Slicing, FIPS 140-3 to IACP 2026

Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductors powering AI data center networking and intelligent, connected Internet of Things (IoT) devices worldwide, is adding new resilient communications building blocks to its AirLink 5G Networking Solutions. Semtech...

Can Strong Momentum in LoRa Boost Semtech's Long-Term Growth?

SMTC's LoRa business hits record sales as smart home, security and industrial adoption expands, while Amazon Sidewalk offers further growth opportunities.

This Semtech Analyst Turns Bullish; Here Are Top 5 Upgrades For Friday

Analysts upgraded Zeta, Fox, Greif, Semtech and EchoStar, raising ratings and setting higher price targets.read more...

Futures Rise As Warsh Stays Mum, Tesla "Flying Car" Interrupts AI Liquidation

Futures Rise As Warsh Stays Mum, Tesla "Flying Car" Interrupts AI Liquidation

 US futures are higher, and small caps are leading, as the crowded-trade unwind that hammered chips, momentum and AI baskets all week takes a breather: Fed Chair Kevin Warsh said nothing about rates at the IMF...

Semtech Outlines Data Center Growth Strategy at Analyst Day

Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductors powering AI data center networking and intelligent, connected Internet of Things (IoT) devices worldwide, will host an Analyst Day today, during which management will detail the companys strategy to capture a...

Did Semtech Corporation Insiders Breach their Fiduciary Duties to Shareholders?

Did Semtech Corporation Insiders Breach their Fiduciary Duties to Shareholders? Did Semtech Corporation Insiders Breach their Fiduciary Duties to Shareholders?PR NewswireNEW YORK, Oct. 13, 2026Shareholders are encouraged to contact the firm to discuss their rights and options at no cost or...

Can Semtech's 1.6T Ramp Accelerate its Data Center Growth?

SMTC's 1.6T product ramp fuels AI data-center growth, with record revenues, rising optical connectivity share and strong customer demand supporting its outlook.

Semtech Corp. engages in the manufacture and supply of analog and mixed signal semiconductor products for high-end consumer, enterprise computing, communications, and industrial equipment. It operates through the following segments: Signal Integrity, Analog Mixed Signal and Wireless, and Internet of Things (IoT) Systems and Connectivity. The Signal Integrity segment includes designing, development, manufacturing, and marketing of a portfolio of optical and copper data communications and video transport products used in a wide variety of infrastructure and industrial applications. The Analog Mixed Signal and Wireless segment focus on designing, development, manufacturing, and marketing of transient voltage suppressors and specialized sensing products. The IoT Systems and Connectivity segment includes designing, development, operation, and marketing of a portfolio of IoT solutions that enable businesses to connect and manage devices, collect and analyze data, and improve decision-making. The company was founded in 1960 and is headquartered in Camarillo, CA.

Semtech Corp.

TSEM Stock Bucks Market Selloff On Semtech AI Chip Deal Securing Capacity Across 3 Regions

Equity

Bearish Sentiment

<ul class="summary-bullets"><li>Semtech will invest in securing dedicated silicon germanium capacity at Tower’s facilities in the U.S., Israel and Japan.</li><li>The agreement is intended to support demand for optical interconnect components and connectivity technologies spanning 800G, 1.6T and 3.2T.</li><li>The companies will continue joint technology development, including work on optical components built using Tower’s SiGe manufacturing technology.</li></ul>Tower Semiconductor (TSEM) on Tuesday announced that it was extending its 20-year partnership with Semtech (SMTC) with a multi-year agreement aimed at securing chip supply for AI data center connectivity products.The company said that Semtech would invest in securing dedicated silicon germanium (SiGe) manufacturing capacity at Tower to support strong design wins and rising demand for optical interconnect components used in AI data centers.&nbsp;It added that the capacity will span Tower’s manufacturing facilities in the U.S., Israel and Japan, giving Semtech greater supply assurance and geographic diversification.<a href="https://stocktwits.com/symbol/TSEM">TSEM stock</a> rose as much as 2% in pre-market trade. On Stocktwits, retail sentiment around the company dipped to ‘neutral’ from ‘bullish’ territory over the past day.&nbsp;Meanwhile,&nbsp;<a href="https://stocktwits.com/symbol/SMTC">SMTC stock</a> fell over 3% with sentiment trending in ‘bearish’ territory, despite getting a price target hike from BMO Capital. Analyst Harsh Kumar raised the price target to $230 from $255 and reiterated an ‘Outperform’ rating on the shares ahead of the firm’s analyst day later this week.&nbsp;<h2 class="st-heading-2">Tower, Semtech Target Next Generation Of AI Data Center Connectivity</h2>Semtech CEO Hong Hou said the expanded agreement would help the company meet rising customer demand and support the next generation of connectivity products.“Meeting that demand requires long-term capacity planning and commitment with our manufacturing partners,” Hou said, adding that the agreement would support copper and optical interconnects from 800 gigabits per second (G) and 1.6 terabits per second (T) through 3.2T and beyond.The agreement comes as AI data centers require faster connections to move increasing volumes of data between processors, servers and storage systems.&nbsp;<h2 class="st-heading-2">Partnership Covers Manufacturing Capacity, Technology Development</h2>The companies said their collaboration extends beyond securing manufacturing capacity to joint technology development.&nbsp;Semtech recently received an Optical Component Innovation award at the European Conference on Optical Communication (ECOC) 2026 for its 224-gigabits-per-second-per-lane transimpedance amplifier family for linear pluggable optics, which is built on Tower’s SiGe technology.Tower CEO Russell Ellwanger said the companies were qualifying solutions ahead of anticipated market demand to prepare for the next generations of optical connectivity products.TSEM stock has gained over 70% this year, while SMTC stock has more than doubled, surging over 120%.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dan-ives-says-semiconductor-sell-off-is-way-overdone-nvda-mu-skhy-sndk-stocks/cZxBWE1RBoV">Dan Ives Says Semiconductor Sell-Off Is ‘Way Overdone’ As AI Spending Fears Rattle NVDA, MU, SKHY, SNDK</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a Tower Semiconductor Ltd. logo is displayed on a smartphone screen and in the background.

Semtech will invest in securing dedicated silicon germanium capacity at Tower’s facilities in the U.S., Israel and Japan.The agreement is intended to support demand for optical interconnect components and connectivity technologies spanning 800G, 1.6T and 

TSEM Stock Bucks Market Selloff After Semtech AI Data Center Chip Deal

Tower CEO Russell Ellwanger said the companies are qualifying solutions ahead of anticipated demand for future generations of optical connectivity products.


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Tower Semiconductor Ltd.

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Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

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