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The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

The Trade Desks stronger-than-expected Q3 results and Q4 outlook sparked a sharp rally, but the move faded as traders reacted to managements cautious tone and ongoing concerns about weak growth and margin pressure. Bulls point to the results and expanded buyback as signs of a turnaround, while skeptics question managements credibility and the durability of the recovery.

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

Nvidias board investigation into CEO Jensen Huangs relationship with a businesswoman reportedly suspected of ties to Chinese intelligence has raised concerns about possible information disclosure, governance, and Huangs future at the company. Traders are split between fearing a deeper probe or leadership change and viewing the selloff as a buying opportunity, arguing the controversy has not changed Nvidias underlying business.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

A disappointing Q3 report, with an unexpected loss, sharply narrower margins and reduced profit guidance, is driving HIMS attention and the selloff. Traders are split between concern over profitability and subscriber trends and optimism about international expansion, branded GLP-1 partnerships and potential peptide offerings.

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

ASTS drew attention after its Q3 update and a Rakuten joint venture backed by Japanese government funding for a satellite network; bulls focused on the partnership, potential government financing, and plans to scale satellite production, while skeptics emphasized the revenue miss, launch delays, cash burn, and the cost and execution risks of its planned Blacklift rocket. The share-price rebound despite the miss fueled debate over whether long-term deployment prospects outweigh near-term financial and execution concerns.

Digital Turbine, Inc. engages in mobile growth platform solutions for advertisers, publishers, carriers, and device original equipment manufacturers. It operates through the following segments: On Device Solutions and App Growth Platform. The On Device Solutions segment consists of products and services that simplify the discovery and delivery of mobile apps and content media for device end users. The App Growth Platform segment provides Advertising Solutions and Ad Monetization Solutions. The company was founded on November 6, 1998 and is headquartered in Austin, TX.

Digital Turbine Inc

Digital Turbines quarterly results are driving attention: traders cite strong revenue and earnings alongside higher revenue guidance, but debate whether margin compression, a softer profit outlook, debt and accounting concerns offset the growth. The sharp post-results selloff has prompted confusion and bearish reactions, while some investors view the drop as an overreaction and are buying the dip.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zetas strong quarterly results and raised full-year guidance are driving discussion, with bullish traders praising continued growth and execution. The reaction is divided after a sharp, volatile after-hours selloff: some see a buying opportunity, while others point to profit-taking and disappointment that the stock did not rally more.

Take-Two Interactive Software, Inc. engages in the development, publishing, and marketing of interactive software games. Its products are designed for console systems, handheld gaming systems, and personal computers, including smart phones and tablets, and are delivered through physical retail, digital download, online platforms, and cloud streaming services. The company was founded by Ryan A. Brant in 1993 and is headquartered in New York, NY.

Take-Two Interactive Software, Inc.

Take-Twos latest earnings and unchanged fiscal-year outlook are drawing attention, with traders weighing weaker-than-expected bookings against the approaching GTA VI launch. The community is split between expecting strong sales and ongoing online spending to drive growth, and worrying that the results and lack of disclosed preorder figures leave too much uncertainty or that launch enthusiasm is already priced in.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

MARAs Q3 report and call are driving discussion: the share-repurchase authorization and Exaion GPU-services contract encouraged optimism about its AI/HPC pivot, while the revenue shortfall, Bitcoin-related accounting gains, and lack of signed data-center tenants drew skepticism about execution.

USA Rare Earth, Inc. is a domestic supplier of rare earth magnets and heavy rare earth elements. It develops a vertically integrated domestic supply chain for rare earth element magnet production, with a facility in Stillwater and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USA Rare Earths Q3 results and earnings call are driving discussion: traders point to the start of commercial magnet sales and Serra Verde shipments as progress, but debate the weak revenue, heavy spending and execution risks. The community is split between long-term optimism about production and government backing and concern about near-term shareholder value.

Constellation Energy Corp. engages in the generation, supply, and marketing of clean electricity, and renewable energy products and solutions. The firm also offers wholesale energy, retail products and services. It operates under the following geographical segments: Mid-Atlantic, Midwest, New York, Electric Reliability Council of Texas (ERCOT), and Other Power Regions Segment. The company was founded in 1960 and is headquartered in Baltimore, MD.

Constellation Energy Corporation

Constellations quarterly results topped expectations and management raised its full-year outlook, driving a sharp rally. Traders broadly welcomed the stronger outlook, while some questioned whether the gains would hold and debated valuation and exposure to AI-related power demand.

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

Equity

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. 


Tom Lee Says AI Selloff Is Nearing Its End, Points To Setup Similar To Cisco's 1997 Rout — Sees Opportunity In NVDA, Software And Beyond

During an interview with CNBC, Lee argued that several of the pressures weighing on technology stocks are beginning to ease now.

Qualcomm To Reportedly Conduct Global Layoffs In Performance-Driven Overhaul 

Semiconductor giant Qualcomm is launching worldwide layoffs following annual reviews to cultivate a stricter performance culture, according to a Reuters report. 

Nasdaq 100 Sees Best Day In Nearly A Month As AI Rout Cools — AMZN, BE, CRWV, AAPL, PLTR In Focus

The Philadelphia Semiconductor Index added about 1.6%.


Nasdaq 100 Records Worst Week In 18 Months As Investors Steer Clear Of Chipmakers — AAPL, MSTR, UBER, SOXX In Focus

The Philadelphia Semiconductor Index fell for an eighth straight day, the longest slide since 2008.

Short Sellers Have Earned $32B Over The Past Week Amid Chipmaker Selloff: Report

The recent drop in semiconductor stocks led by CoreWeave has generated an estimated $32 billion in paper gains for bearish investors in just seven days.

Nvidia's Huang Signals CoreWeave Financials Improving, With Decreasing Cost Of Capital 

Jensen Huang said that the AI data center provider’s financial health is improving despite severe market volatility, swelling debt, and rising default risks. 

S&P 500, Nasdaq See Worst Day In Over Two Months As Chipmaker Rout Deepens, CPI Data Comes In Hot — AAPL, SPCX, DRAM, SOXX In Focus

The consumer price index rose 3.7% in September, above what economists expected.


Nasdaq 100 Ends Lower As Report Of Weaker-Than-Expected OpenAI Revenue Drags Chipmakers — NVDA, DIS, ORCL, SBUX In Focus

OpenAI’s annualized revenue was revealed to be short of the amount previously signaled, FT reported.

NVDA Is ‘Best In Breed’ Stock On Sale, Hightower Advisors' Stephanie Link Says 

Market analysts highlight Nvidia as an attractive investment opportunity as its valuation drops to historic lows.

Bullish Sentiment

<ul class="summary-bullets"><li>The Philadelphia Stock Exchange Semiconductor Index (SOX) plummeted 9.2%, marking its worst single-day performance since June and heading toward a 12% weekly decline.&nbsp;</li><li>Following Tuesday's midterms, where Democrats secured control of both chambers of Congress, voter opposition to data centers intensified, highlighted by proposed development freezes in states like Texas.&nbsp;</li><li>Heavyweights across the sector—including Nvidia, AMD, Micron, and ARM—faced sharp double-digit corrections amid investor skepticism around the sustainability of the AI trade.</li></ul><p>Semiconductor shares tumbled on Thursday, deepening a multi-week retreat as market participants reassessed the long-term viability of the artificial intelligence boom, especially after a Democratic sweep in the mid-term elections.&nbsp;</p><p>The Philadelphia Stock Exchange Semiconductor Index dropped 9.2%, putting the benchmark on pace for its sharpest daily decline since June. The index has dropped roughly 12% over the week, putting it on track for its worst performance since April 2025 and its fifth consecutive weekly loss. Similarly, the <a class="mention" data-mention="$SOXX" data-symbol-id="SOXX" href="https://stocktwits.com/symbol/SOXX" target="_blank">iShares Semiconductor ETF</a> (SOXX) also dropped about 11% on Thursday, with all of its constituents set to close in red.&nbsp;</p><p><img src="https://news.stocktwits-cdn.com/koyfin_20261105_105441300_3387a748be.png" alt="koyfin_20261105_105441300.png"></p><p>Nvidia Corp.(NVDA) slid up to 7.5%, marking its steepest intraday percentage drop since April 2025. Meanwhile, Advanced Micro Devices Inc.(AMD) slumped 15%, Micron Technology Inc. (MU) tumbled 13%, and Intel Corp.(INTC) retreated 9.2% at the time of writing on Thursday.&nbsp;</p><p>The correction also rippled far beyond traditional hardware manufacturers; memory storage providers like Western Digital Corp.(WDC) dropped more than 14%, while neocloud platforms CoreWeave Inc.(CRWV) and Nebius Group NV (NBIS) dropped 12% and 17%, respectively.&nbsp;</p><h2 class="st-heading-2">The Political Backlash Against Data Centers</h2><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><h2 class="st-heading-2">The Alternative View</h2><p>While the immediate market reaction reflects AI panic, an alternative perspective suggests that a political shift toward restraining data center expansion could act as a healthy check on runaway AI capital expenditure (capex).</p><p>Proponents of this view argue that a Democratic win could apply brakes to the pace of data center construction, which would in turn help curb cash flow problems most hyperscalers face today.&nbsp;</p><p>Firms like Deutsche Bank have pointed out that relative to software segments, select semiconductor groups retain underlying valuation attractiveness as core technological pillars.</p><h2 class="st-heading-2">SOXX ETF: Retail View&nbsp;</h2><p>Retail sentiment on Stocktwits was ‘extremely bullish’ with ‘high’ message volumes.&nbsp;</p><p>SOXX ETF has gained about 33% year-to-date.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

A robotic machine manufactures a semiconductor chip at a stall to show investors during The Advantage Assam 2.0 Investment Summit in Guwahati, India, on February 25, 2025. (Photo by David Talukdar/NurPhoto via Getty Images)

Semiconductor shares tumbled on Thursday, deepening a multi-week retreat as market participants reassessed the long-term viability of the artificial intelligence boom, especially after a Democratic sweep in the mid-term elections.

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

Advanced Micro Devices Inc

CoreWeave Inc

Intel Corp

Micron Technology Inc

Nebius Group N.V.

VanEck Semiconductor ETF

Sandisk Corp

Philadelphia Semiconductor Index

iShares Semiconductor ETF

Western Digital Corp.

Buying the dip

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Waiting for the investigation results to decide

Nvidia ($NVDA) is down about 4% after its board opened an investigation into CEO Jensen Huang. What are you doing with the stock?

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) is down about 4% after its board opened an investigation into CEO Jensen Huang. What are you doing with the stock?

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