SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulfs better-than-expected quarterly results and Googles credit support for financing tied to its Anthropic data-center lease are driving attention. Bulls see the financing and AI infrastructure demand as supportive, while skeptics point to the stocks weak reaction, heavy debt, construction execution risks, and uncertainty around data-center regulation.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings sharp selloff follows a Q3 earnings miss and a steep cut to its full-year outlook, with heavy investment in its Predictions business cited as a major drag on expected profitability. Traders are broadly criticizing management, spending and competitive pressures from prediction-market rivals, while some argue the core sportsbook remains healthy and are buying the drop.

Firefly Aerospace, Inc. engages in the design and manufacture of space launch vehicles. The company was founded by Thomas E. Markusic, Mark Watt, and Max Polyakov in January 2017 and is headquartered in Leander, TX.

Firefly Aerospace Inc.

Fireflys multi-year agreement to supply rocket engines, licensed technology, and engineering support for AST SpaceMobiles heavy-lift rocket is drawing attention. Traders largely view the deal as a major commercial validation and potential boost to Fireflys backlog and funding, while some question the execution demands and what the arrangement means for ASTs launch plans.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklos rebound is drawing attention after its Q3 business update and a manufacturing agreement reserving capacity for future Aurora reactor components. Bulls see the agreement as progress, while skeptics point to minimal current revenue, long commercialization timelines, and dilution and valuation concerns.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobiles Firefly engine agreement and plan to develop its own heavy-lift rocket have sparked debate over whether greater control of satellite launches can ease a key bottleneck. Traders are split between viewing the move as a long-term strategic step and worrying about its cost, execution risk, and potential dilution.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS is drawing attention as traders await topline survival results from the Phase 3 REGAL trial of its AML drug candidate GPS; the community says the trial reached its 80th event and is in final analysis, with results expected this quarter. Optimism about the readout and separate SLS009 data is running against concern over the sharp share-price decline, with traders debating whether it reflects broad-market pressure or doubts about the company and its prospects.

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.

Concerns that political opposition could slow U.S. data-center construction have fueled selling in AI-related storage and semiconductor stocks, including WDC. Traders debate whether that risk threatens storage demand: bears see a possible buildout slowdown, while bulls point to strong company results and ongoing demand for data storage.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Modernas stronger-than-expected quarterly results and raised revenue outlook, supported by vaccine sales, are driving attention. Traders are split over whether the improved results and pipeline prospects justify the valuation, with skeptics pointing to cash burn and a sharp sell-the-news reversal after the initial rally.

Rigel Pharmaceuticals, Inc. operates as a clinical stage biotechnology company. It discovers and develops novel, targeted drugs in the therapeutic areas of immunology, oncology and immune oncology. The firm focuses on intracellular signalling pathways and related targets that are critical to disease mechanisms. The company's products include Tavalisse, Fostamatinib and R835. Rigel Pharmaceuticals was founded by Donald G. Payan, James M. Gower, Thomas A. Raffin, Garry P. Nolan and Ronald B. Garren on June 14, 1996 and is headquartered in South San Francisco, CA.

Rigel Pharmaceuticals

Rigels quarterly results have sparked a sharp selloff, with traders focused on an earnings shortfall and concerns about profitability and legacy-product trends despite VEPPANUs promising early launch. Bulls point to VEPPANUs growth potential and upcoming R289 data, while bears question how quickly the new drug can offset pressure on older products.

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

NVIDIA is volatile amid a sharp semiconductor selloff and rebound, as traders debate whether election-related calls for tighter data-center rules could slow AI infrastructure spending. Bulls argue demand for its chips remains strong and projects can shift elsewhere, while bears see risks to AI capex and valuations.

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El-Erian Says Stock Market Is ‘Overdoing It’ On AI Fears As Nasdaq Enters Correction Territory

A sharp rebound is drawing attention after SanDisk was swept up in a severe AI and semiconductor selloff tied to concerns that election-related uncertainty could slow data-center expansion. Traders disagree on whether the bounce marks bargain buying and short covering or a temporary relief rally, while some point to strong memory demand and others cite persistent volatility and interest-rate risks.

The rebound appears tied to a broader bounce in AI and semiconductor stocks after the sharp selloff, with traders pointing to dip-buying and short-covering. The stronger-than-expected October jobs report also drew attention, though its role in the move is unclear.

SanDisk Surges 10% Following Post-Midterm Crash as Wall Street Debates Chip Demand

SanDisk stock rebounded about 10% in Friday premarket trading after a 22% plunge. Analysts debate whether the post-midterm memory selloff is a buying window.read more...

S&P 500, Nasdaq, Dow Futures Dip As Investors Step Back From AI And Tech With Nasdaq In Correction Territory —  NVDA, AAPL, UBER, SOXX In Focus

Equity

The iShares Semiconductor ETF is on track for its worst week in over 18 months. 


This Semiconductor ETF Is Set For Its Worst Week In Over 18 Months As Democratic Sweep Raises Data Center Skepticism 

Global chip stocks suffered steep losses on Thursday, extending a broad market retreat as a Democratic sweep in the midterm elections fueled growing political resistance against artificial intelligence infrastructure. 


The economist compared the AI debate with globalization, saying the failure to address how its benefits and costs were distributed helped fuel a backlash against global trade.

Two Days Before Today's Selloff, Data Put Global September Chip Sales Up 146.8% Year to Year

Two Days Before Today's Selloff, Data Put Global September Chip Sales Up 146.8% Year to Year Two Days Before Today's Selloff, Data Put Global September Chip Sales Up 146.8% Year to YearPR NewswireSAN FRANCISCO, Nov. 5, 2026 SAN FRANCISCO, Nov. 5, 2026 /PRNewswire/ -- Equity Insider News Commentary...

Why Sandisk Stock Keeps Going Down

Key PointsChinese DRAM company CXMT says it has pre-sold $1 billion worth of DRAM...

Micron Hits 3-Month Low Amid Chip Rout After Top Democratic Lawmaker Calls For AI Regulation, Pause In Development

Investors and analysts expect new data center and AI regulations from the Democrats-led Congress. 


Dow, S&P 500, Nasdaq Futures Mixed After A Democratic Sweep In Midterms: NVDA, MU, SNDK, NBIS, IREN In Focus

The Nov. 3 U.S. midterm election results flipped control in both chambers of Congress, putting Democrats in the lead. 

Is the Market Bottoming? 3 Tells to Watch

While the initial post-election capitulation and rapid reversal signal a promising attempt to carve out a stock market bottom, investors should avoid mistaking a single-day rally for a guaranteed recovery.

5 Value Stocks to Buy as AI Volatility Reshapes the Market

AI volatility is shaking markets, but value still shines. CVE, MU, SNDK, HPE and HMC pass a high earnings yield screen and carry Zacks Buy ratings.

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

Extremely Bullish Sentiment

<ul class="summary-bullets"><li>The S&amp;P 500 ended Thursday 4.4% lower, the Nasdaq 100 fell 6.4%, and the Dow Jones Industrial Average slipped 3.4%.</li><li>Apple Inc. raised $7.5 billion from its high-grade bond offering.</li><li>iShares Semiconductor ETF was down more than 12% for its worst day since March 2020, when COVID struck.&nbsp;&nbsp;</li></ul><p>U.S. stock indices ended lower on Thursday, with futures extending declines after hours as investors heavily sold off tech and chipmaker stocks amid concerns a Democratic win could derail the pace of data center and AI buildout, delaying capex recovery.</p><p>The S&amp;P 500 ended Thursday 4.4% lower, the Nasdaq 100 fell 6.4%, well in correction territory, and the Dow Jones Industrial Average slipped 3.4%. The Russell 2000, which tracks small-cap stocks, lost 4.5%.&nbsp;</p><p>S&amp;P 500 futures lost 0.8%, while Nasdaq-100 futures slid 1.3%. Futures tied to the Dow Jones Industrial Average shed 264 points, or 0.5%.&nbsp;</p><p>The&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY) fell 4.5%, and the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF</a> (DIA) dropped 3.5%. Meanwhile, the Nasdaq-100 tracking&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust</a> (QQQ) ended 6.5%&nbsp;lower on Thursday.&nbsp;&nbsp;</p><p>Meanwhile, the VanEck Semiconductor ETF (<a href="https://stocktwits.com/symbol/SMH">SMH</a>) and the iShares Semiconductor ETF&nbsp;dropped between 11% and 12%&nbsp;each on Thursday amid weakness in Nvidia (NVDA), Micron Tech (MU),Broadcom (AVGO) and memory chip maker SanDisk (SNDK). The broader Vanguard Information Technology ETF (VGT) dropped 5.8%.</p><p>Retail sentiment on Stocktwits for SPY, QQQ, and DIA was ‘bearish.’&nbsp;</p><h2 class="st-heading-2">US Market Drivers</h2><div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col></colgroup><tbody><tr><td>Index</td><td>Move</td><td>Close</td></tr><tr><td>Dow Jones Industrial Average</td><td>-3.4%</td><td>51,523.06&nbsp;&nbsp;&nbsp;</td></tr><tr><td>S&amp;P 500</td><td>-4.4%</td><td>7,353.73&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</td></tr><tr><td>Nasdaq 100</td><td>-6.4%</td><td>26,629.81&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</td></tr></tbody></table></figure></div><p>The sudden acceleration in the tech selloff was heavily catalyzed by the outcome of Tuesday's midterm elections, which saw Democrats capture majorities in both the Senate and the House of Representatives. Electoral campaigns increasingly centered around public pushback against massive data center developments, driven by community anxieties over escalating electricity costs, environmental strains, and grid reliability.</p><p>In Texas, newly elected Governor-elect Gina Hinojosa amplified these regional concerns by advocating for an immediate moratorium on new data center construction. Because data centers serve as the physical backbone for AI infrastructure—packed&nbsp;densely with rows of advanced semiconductors—any regulatory roadblock or deceleration in data center spending threatens to translate into severe long-term headwinds for chipmakers.</p><p>Investors are “stepping away until they get a better sense of the implications of the midterms around the AI capex cycle in particular, which is the biggest economic tailwind we’ve had going for us for the last, call it, three years,” Tim Holland, chief investment officer at Orion, told CNBC. “It’s about tone and tenor from the party that did really well, incredibly well, at the federal level and at the state level.”&nbsp;</p><p>Moreover, Big Short fame Michael Burry sold 25% of his put positions in the $58 billion VanEck Semiconductor ETF amid the deep sellout seen in tech shares. “The SMH put positions even after the sale, however, have become very large positions,” he wrote.&nbsp;</p><h2 class="st-heading-2">Key Trending Stocks</h2><p>Nvidia is pursuing a plan to turn existing telecom facilities into small AI data centers as a way to deploy its chips more quickly and sidestep growing local resistance to new construction, The Information reported on Thursday.&nbsp;</p><p>Apple Inc. (AAPL) is set to raise about $7.5 billion from a high-grade bond offering, Bloomberg reported.&nbsp;&nbsp;</p><p>Shares of DoorDash (DASH) slumped 10% on Thursday after rivals Amazon (AMZN) and Uber Technologies (UBER) struck a partnership giving Amazon Prime members free delivery on Uber Eats restaurant orders of $25 or more when placed directly through Amazon’s website or app.&nbsp;</p><p>Yucca Growth Infrastructure LLC, the firm building power infrastructure for Oracle Corp.’s (ORCL) New Mexico data center, has reportedly agreed to waive a looming regulatory deadline, instead of risking an application denial.&nbsp;</p><p>Microsoft Corp. (MSFT) opted not to extend a major data center agreement with Nvidia-backed AI startup Nscale.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

Traders work on the floor of the New York Stock Exchange during morning trading on October 21, 2026 in New York City. (Photo by Michael M. Santiago/Getty Images)

U.S. stock indices ended lower on Thursday, with futures extending declines after hours as investors heavily sold off tech and chipmaker stocks amid concerns a Democratic win could derail the pace of data center and AI buildout, delaying capex recovery.

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Memory stocks have been on an incredible run over the last year but many investors are wondering if there is still room to the upside. Are you still bullish? If so, let others know which you would still be buying right now and why.

Are you still bullish on memory stocks? 
 
If yes, drop a comment with the ticker of the memory stock you would still buy today.

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Retail investors are debating the impact of the upcoming 8-for-1 forward stock split and how it improves entry accessibility.

Bulls are aggressively arguing that low P/E ratios and strong share buyback programs represent an unmissable generational buying opportunity.

Discussions center on the severe sector-wide volatility and fears that AI memory demand is merely cyclical rather than structural.

Traders are actively monitoring institutional options flow and call-to-put ratios, betting on a massive squeeze to force shorts to cover.

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