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IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is under pressure amid a broader selloff in AI data-center stocks, with traders concerned that Democratic gains could bring tighter permitting and slow Texas projects; a report tying IREN delays to Microsofts lower data-center spending has added to execution worries ahead of earnings. The discussion is largely bearish, though some traders argue existing power assets and approvals may limit the impact of future restrictions.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

A sharp post-earnings selloff despite a strong results-and-guidance beat has traders debating whether margin pressure and heavy reliance on one large customer outweigh SMCIs AI-server growth. Some also blame election-related fears of slower data-center expansion, while bullish traders view the drop as disconnected from the companys outlook.

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 broader semiconductor and AI-stock selloff as traders worry that Democratic gains and calls for tighter AI oversight could slow data-center expansion and weaken future memory demand. The community is split between bearish views that AI spending and the memory cycle are peaking and bullish arguments that strong demand and company fundamentals make the pullback an overreaction.

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

Concerns that a Democratic sweep and calls for tighter AI oversight could slow future data-center construction are weighing on Sandisk alongside a sharp selloff in memory and semiconductor stocks. Traders are split between expecting further downside as AI infrastructure demand and memory pricing face risks, and viewing the drop as excessive given the companys earnings and memory-demand outlook.

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

Fears that Democratic control of Congress could bring tighter AI and data-center rules or delay buildouts are weighing on Nvidia and other semiconductor stocks, alongside concerns about AI spending and circular financing. Traders are divided between viewing the selloff as an overreaction and warning that the AI trade is breaking down.

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

Direxion Daily Semiconductor Bull 3X Shares

Fears that Democratic gains could bring tighter regulation or delays for AI data centers are weighing on semiconductor stocks, with SOXLs 3x leverage amplifying the sectors sharp selloff. Traders debate whether the AI-buildout concerns justify further downside or are an overreaction, as some see lasting chip demand and a potential rebound while others warn of continued weakness.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is being swept up in a semiconductor and AI-stock selloff as traders question whether massive data-center spending can generate adequate returns and worry about financing and customer concentration. Bears see risks to custom-chip demand if hyperscalers pull back, while bulls argue Broadcom benefits from their continued investment and that the decline reflects sector-wide selling rather than company-specific weakness.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras steep post-IPO selloff has traders focused on a short-seller report questioning wafer-chip durability, the technology and the OpenAI relationship, alongside concerns about an upcoming share unlock and earnings. Bulls argue the stock is oversold and defend its AI business prospects, while bears expect further pressure and question its valuation.

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

Marvells proposed all-stock acquisition of Lumentum is dominating discussion amid a sharp selloff, with traders questioning the deals valuation, dilution and lengthy approval timeline while others argue the combination strengthens Marvells AI-data-center and optical-networking position. Broader semiconductor weakness and concerns about data-center expansion are adding to bearish sentiment.

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

Direxion Daily Semiconductor Bear 3X ETF

SOXS is drawing attention as traders use the inverse semiconductor ETF to trade a sharp chip-sector selloff, with many linking the weakness to midterm results and concerns about potential AI and data-center policy changes. Some expect further downside in semiconductors, while others anticipate a relief rally and warn that SOXSs daily leverage makes it risky to hold through volatile reversals.

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RDDT vs. SPOT: Which Stock Is the Better Value Option?

Spotify Stock Is Down 26%. Should You Buy the Dip, or Run for the Hills?

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Spotify stock jumped 11% after Q3 results. Can AI growth and improving margins fuel further gains? Explore ETFs with SPOT exposure.

Spotify Technology SA engages in the provision of digital music services. It operates through the Premium and Ad-Supported segments. The Premium segment provides subscribers with online and offline streaming access of music and podcasts on computers, tablets, and mobile devices. The Ad-Supported segment offers users with limited on-demand online access of music and unlimited online access of podcasts on computers, tablets, and mobile and smart devices. The company was founded by Daniel Ek and Martin Lorentzon on December 27, 2006 and is headquartered in Stockholm, Sweden.

Spotify Technology S.A.

SPOT Stock Hits 10-Month High Despite Q3 Earnings Miss: Co-CEO Says Spotify ‘Is Now An Agent,’ Brushes Off AI Churn Fears

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<ul class="summary-bullets"><li>CFO Christian Luiga said AI investments have accelerated feature releases while headcount remained flat.</li><li>Advertising revenue grew 9% at constant currency, compared with 3% growth in each of the first two quarters.</li><li>For the Q4, Spotify forecast operating income of $918.4 million and 316 million premium subscribers.</li></ul>Spotify (SPOT) added 6 million paying subscribers to reach 306 million in the third quarter, and its co-CEO Gustav Söderström said during the earnings call that AI agents are not a threat to the company. According to him, Spotify is now an agent itself, and that other companies want to use the AI tools it built.“Spotify is now an agent that you can not only click on in our app, but talk to, ask questions of, and instruct,” he said. “We can do things today that no other media services can do.” Söderström added that tens of millions of people now speak to Spotify in English.&nbsp;<a href="https://stocktwits.com/symbol/SPOT">SPOT stock</a> rose as much over 10% in morning trade, on track to hit a 10-month high, and was among the top trending tickers on Stocktwits at the time of writing. If gains hold, this could also be the stock’s biggest single-day jump since May.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/SPOT_2026_10_22_09_46_35_558d7a1f11.png" alt="SPOT_2026-10-22_09-46-35.png" width="1794" height="974"><figcaption>SPOT stock price performance year-to-date on October 22 as of 9:45 a.m. ET. | Source: TradingView</figcaption></figure>The rally comes despite Spotify’s third quarter (Q3) results missing Wall Street’s expectations on revenue and earnings.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261022_095516018_16679cfa09.png" alt="koyfin_20261022_095516018.png" width="2400" height="1240"><figcaption>SPOT stock daily gains year-to-date on October 22 as of 9:45 a.m. ET. | Source: Koyfin</figcaption></figure><h2 class="st-heading-2">Spotify Sees Opportunity In AI Tools</h2>Söderström said Spotify’s AI capabilities could become a source of value beyond its own platform, with other companies expressing interest in using the technology.He called potential revenue from licensing or sharing the technology as “option value,” rather than providing a firm financial forecast. The Co-CEO added that Spotify has already invested in developing its AI tools, and making them available to other companies could help spread those costs across a larger pool of developers.“This is a way for us to amortize those costs more efficiently. I’m not going to give any more guidance on this right now,” Söderström said.<h2 class="st-heading-2">Spotify Expects Expense Growth To Moderate</h2>Chief Financial Officer Christian Luiga said Spotify’s AI investments are helping it release features faster without increasing headcount.<blockquote>“On AI, our investments have accelerated feature shipping, while keeping headcount flat.”– Christian Luiga, CFO, Spotify</blockquote>Söderström added that the benefits are becoming visible in the products users experience. “We are seeing significant acceleration in end-user products,” he said.The investments have nevertheless contributed to higher costs. Operating expenses rose 26% in the third quarter, driven mainly by marketing, cloud infrastructure and AI spending.Co-CEO Alex Norström said the increase was consistent with the company’s earlier outlook, which called for operating expense growth to peak in Q3 before moderating from the fourth quarter (Q4) onward.&nbsp;Luiga said the moderation is expected to continue into 2027.<h2 class="st-heading-2">Advertising Growth Picks Up, User Growth Slows</h2>Spotify’s advertising business showed signs of improvement. Ad revenue grew 9% at constant currency in Q3, up from 3% in each of the first two quarters. “Further, our automated channels continue to scale, and sponsorship products are growing, particularly in podcasts,” Luiga said.He said Spotify expects advertising to move toward double-digit growth in Q4, supported by automated biddable sales and podcasts. Automated biddable sales now account for 40%, according to Luiga.Overall, advertising contributes about 10% of Spotify’s revenue. Luiga said the company sees room for improvement in the business, noting that sustained growth of 10% or more would be preferable to the low-single-digit pace seen earlier in the year.User growth, meanwhile, is expected to slow from last year’s record pace. Spotify forecast 818 million monthly active users for Q4, an increase of 30 million. That would be below the 38 million users it added in the same quarter of last year, when it launched a new free tier.<h2 class="st-heading-2">Music Label Negotiations Loom</h2>Spotify is also approaching another round of negotiations with major music labels. An analyst noted that the company’s agreements with Universal Music Group and Warner Music Group reach their two-year mark in the first quarter of 2027.“This is a recurring two-year rhythm that we’ve more or less had forever. Now we’re coming up on another one,” said Luiga. “And we’re excited. We’re working with our partners. The relationship is just improving, and it’s improving primarily because our interests are aligned.”<h2 class="st-heading-2">Spotify Q3 Earnings Recap</h2>Spotify’s reported Q3 revenue of €4.69 million ($5.57 billion), marginally below the expected $5.6 billion as per Koyfin. Earnings per share (EPS) came in at $2.82, missing Wall Street forecast of $3.19.Premium subscribers rose 9% to 306 million, above guidance of 305 million. Operating income was $752.6 million, against guidance of $750.4 million. For the Q4, Spotify forecast operating income of $918.4 million and 316 million premium subscribers.<h2 class="st-heading-2">How Is Retail Feeling About SPOT Stock?</h2>On Stocktwits, retail sentiment around Spotify flipped to ‘bullish’ from ‘bearish’ territory over the past day. Chatter increased to ‘high’ from ‘normal’ levels. Platform data showed a 300% uptick in message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_10_22_094930_63eb8bea16.png" alt="Screenshot 2026-10-22 094930.png" width="1262" height="678"><figcaption>SPOT stock retail sentiment on October 22 as of 9:45 a.m. ET | Source: Stocktwits</figcaption></figure>One retail trader pointed to the improvement in advertising growth, noting that the 3% pace recorded in each of the first two quarters had raised concerns about the business.&nbsp;<stembedurl>https://stocktwits.com/Crafan/message/667097251</stembedurl>SPOT&nbsp;stock has traded flat this year and fallen around 15% in the last 12 months.&nbsp;(Conversion rate: €1 = $1.12)Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-jensen-huang-ai-chips-financeable-asset-neocloud-demand-is-off-the-charts/cZxw3N7RBwo">Nvidia’s Jensen Huang Wants AI Chips To Be A ‘Financeable Asset,’ Says Neocloud Demand Is ‘Off The Charts’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A Spotify corporate logo hangs on the front of its office at 4 World Trade Center as One World Trade Center is reflected in a window on September 7, 2026, in New York City. (Photo by Gary Hershorn/Getty Images)

Spotify (SPOT) added 6 million paying subscribers to reach 306 million in the third quarter, and its co-CEO Gustav Söderström said during the earnings call that AI agents are not a threat to the company. According to him, Spotify is now an agent itself, a

Spotify ‘Is Now An Agent’ Says Co-CEO Dismissing AI Threat: SPOT Stock Hits 10-Month High Despite Q3 Earnings Miss

Spotify added 6 million premium subscribers in the third quarter, bringing the total to 306 million and beating its guidance.


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