SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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 caught in a broad semiconductor and AI-stock selloff as traders worry that post-election opposition and possible data-center restrictions could slow AI infrastructure spending, with concerns about crowded valuations and forced liquidations adding pressure. The community is split between viewing the decline as an overreaction and buying the dip, and seeing it as the start of a deeper AI-trade unwind.

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

A steep broad-market selloff has sparked debate over fears that Democratic gains could bring tighter AI oversight and slow data-center investment, alongside concerns about stretched valuations and forced selling. Traders disagree on whether the drop marks a deeper correction or an overreaction, with some looking for a rebound and others expecting more downside.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is drawing attention after a steep tech-led selloff, with traders linking the pressure to fears that a Democratic-controlled Congress could constrain AI and data-center expansion. Some view the move as an overreaction and buying opportunity, while others point to AI valuation concerns and possible forced selling as reasons for caution; the policy impact remains uncertain.

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

A broad semiconductor and AI-stock selloff, fueled by fears that Democratic control of Congress and calls to regulate or pause advanced AI could slow data-center investment, is driving attention to Micron. Traders are split between seeing an overreaction and buying the dip on continued memory demand, and warning that uncertainty around AI spending could mean further downside.

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

A sharp semiconductor and AI-linked selloff, tied by traders to fears that Democratic control could bring tighter AI and data-center rules and slow infrastructure spending, is driving attention to SNDK. Bulls call the decline an overreaction and point to memory demand, while bears see an AI-trade unwind and further downside; some traders also blame broad deleveraging.

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 broad semiconductor and AI-stock selloff as traders fear a Democratic-controlled Congress could increase scrutiny of data centers and slow the AI buildout. The community is split between expecting further losses and viewing the drop as an overreaction, pointing to AMDs strong results and continued AI demand as reasons for optimism.

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

Direxion Daily Semiconductor Bull 3X Shares

SOXL is plunging alongside a sharp semiconductor and broader tech selloff, as traders debate fears of a slowdown in AI and data-center investmentsome linked to election-related policy concernsagainst the possibility of forced selling and leveraged-position unwinds. The steep decline has prompted panic and bearish calls, while other traders see an overreaction and are buying for a potential rebound; SOXLs 3x daily leverage amplifies the volatility.

ProShares Trust - ProShares UltraPro QQQ 3x Shares

ProShares UltraPro QQQ

A sharp Nasdaq and technology-stock selloff, amid concerns about AI spending and semiconductor weakness, has weighed on TQQQ, whose daily leverage amplifies index moves. Traders are divided between buying the oversold dip for a rebound and expecting further downside, with some pointing to heavier put activity as a sign of caution.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Teslas sharp selloff is widely tied to traders concerns that the midterm election results could bring greater political scrutiny of Elon Musk and regulatory hurdles for a potential TeslaSpaceX merger, alongside a broader tech-market decline. The discussion is heavily bearish, though some traders view the drop as an oversold dip-buying opportunity; the merger and regulatory risks remain concerns rather than confirmed outcomes.

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 reports of delays at its Texas data-center site tied to Microsoft, alongside a broad selloff in AI-infrastructure stocks and concerns about political and regulatory risks. Traders are divided between viewing the steep decline as a buying opportunity and fearing that execution issues or weak earnings guidance could deepen the selloff.

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Nvidia Reportedly Sees Alibaba, ByteDance, Tencent Order $35B In RTX PRO 5500 Chips Amid US Export Curbs

Equity

According to a Reuters report, Nvidia may be able to deliver only 5% to 10% of the total orders.

Zacks Investment Ideas feature highlights: Alibaba, Baidu, Kingsoft Cloud, Tencent, Hesai, Pony AI and WeRide

BABA, BIDU, KC, TCEHY and HSAI highlight China's expanding AI ecosystem, while PONY and WRD add autonomous-driving exposure.

Trump-Xi Meeting Puts These 5 Chinese AI Stocks in Focus

As China's AI ecosystem continues to expand, these stocks provide investors with several different ways to monitor the country's accelerating AI buildout.

Sprout Social (SPT) Surges 14.0%: Is This an Indication of Further Gains?

Sprout Social (SPT) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

Is Tencent (TCEHY) a Solid Growth Stock? 3 Reasons to Think "Yes"

Tencent (TCEHY) could produce exceptional returns because of its solid growth attributes.

Top China Tech Plays in US Markets Amid Trade Deal Progress

Kingsoft Cloud and peers gain appeal as U.S.-China trade easing and policy shifts lift confidence in Chinese tech into 2026.

TCEHY Stock Declines 4% as Q1 Earnings and Revenues Miss Estimates

Tencent shares slide after Q1 misses, though AI-led ad growth, gaming gains and rising cloud demand support revenue growth.

NVDA Stock Jumps Premarket: US Reportedly Clears H200 Chip Sales To 10 China Firms

The U.S. Commerce Department has cleared Nvidia server sales to Alibaba, Tencent, JD.com, and ByteDance, among others, according to a Reuters report.


April PPI Touches Highest Level Since March 2022

April PPI Touches Highest Level Since March 2022.

PPI Sees Wholesale Inflation Shoot Up to +6.0%

Headline PPI month over month pole-vaulted to +1.4%, nearly 3x the +0.5% anticipated.

Tencent Holdings Ltd. engages in the development and operation of digital platforms and provides fintech and cloud services. It operates through the following segments: Value-Added Services, FinTech and Business Services, Marketing Services, and Others. The Value-Added Services segment is involved in online and mobile games, community value-added services, and applications across various Internet and mobile platforms. The FinTech and Business Services segment offers fintech and cloud services, which include commissions from payment, wealth management and other services. The Marketing Services segment provides performance-based and display advertising. The Others segment includes financial results from investments, as well as activities such as film and television production and distribution for third parties, copyright licensing, merchandise sales, and other related operations The company was founded by Yi Dan Chen, Hua Teng Ma, Chen Ye Xu, Li Qing Zeng, and Zhi Dong Zhang on November 11, 1998, and is headquartered in Shenzhen, China.

Tencent Holdings Ltd. - ADR

Bearish Sentiment

<ul class="summary-bullets"><li>According to a Reuters report, Nvidia has received orders for more than 3 million RTX PRO 5500 graphics cards from Alibaba, Tencent and ByteDance, with a combined list price exceeding $35 billion.</li><li>Total orders for the cards from Chinese customers have reportedly topped 6 million units, exceeding Nvidia’s planned production capacity.</li><li>U.S. export restrictions on Nvidia’s more powerful AI chips have pushed Chinese technology companies toward alternative GPUs.</li></ul>Chinese tech giants Alibaba (BABA), Tencent (TCEHY), ByteDance and other Chinese companies have reportedly ordered over&nbsp; $70 billion worth of Nvidia’s (NVDA) new RTX PRO 5500 graphics cards amid U.S. export curbs that keep them from purchasing the company’s more powerful chips.According to a Reuters report, the three companies have ordered more than 3 million of the workstation ships, which come with a collective sticker price of over $35 billion. Moreover, the overall number of orders from Chinese customers has exceeded 6 million.&nbsp;On the flip side, the report added that Nvidia has told its partners that it cannot guarantee that it will be able to fill the orders because the demand that’s come in from Chinese companies has exceeded the planned production they had in place. One source said Nvidia may be able to deliver only 5% to 10% of the total order amount.<a href="https://stocktwits.com/symbol/NVDA">NVDA stock</a> edged 0.18% lower in pre-market trade on Tuesday amid broader market weakness. On Stocktwits, retail sentiment around the Jensen Huang-led company trended in ‘neutral’ territory, accompanied by ‘normal’ levels of chatter.<h2 class="st-heading-2">US Export Restrictions Drive Demand For Nvidia’s Alternative GPUs</h2>The rush of chip orders comes amid U.S. export controls that prohibit Nvidia from selling its Blackwell-based B300 data-center chip to Chinese buyers. The sale of its older Hopper-based H200 chips is only approved on a case-by-case basis.&nbsp;The RTX PRO 5500 is a workstation graphics card that is less powerful than the H200 and B300. Those data-center chips are designed to be linked in large numbers for demanding AI training and deployment workloads.<h2 class="st-heading-2">Chinese Tech Firms Seek GPUs For AI Inference</h2>Chinese companies are reportedly seeking the RTX PRO 5500 cards primarily for AI inference, or running trained models to generate responses to user queries. Inference generally requires less computing power than training AI models on massive datasets, making less powerful chips potentially suitable for some workloads.The reported orders highlight the demand for Nvidia hardware in China despite restrictions on sales of its most powerful processors. But the gap between the number of orders and Nvidia’s planned production raises questions about how much of that demand the company can ultimately fulfill.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/black-monday-oil-prices-memory-chips-market-outlook/cZx8ZyaRBMj">Black Monday Calls, $110 Oil, A Chip Rout: 3 Charts to Watch This Week</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Nvidia CEO Jensen Huang addresses guests at Xperion on Alexanderplatz during the launch of a new RTX Spark laptop. A new chip from the U.S. chipmaker has been developed to run AI models. (Photo by Jens Kalaene/picture alliance via Getty Images)

Chinese tech giants Alibaba (BABA), Tencent (TCEHY), ByteDance and other Chinese companies have reportedly ordered over $70 billion worth of Nvidia’s (NVDA) new RTX PRO 5500 graphics cards amid U.S. export curbs that keep them from purchasing the company’

Nvidia’s Reported $70B China Chip Rush Faces A Roadblock

Alibaba Group Holding Ltd

iShares Semiconductor ETF

Technology Select Sector SPDR Fund

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Current Price	$53.91
Prev Close	$52.43
Open	$54.86
Dividend Yield	0.79%
50-Day Moving Average	$53.77
Beta	0.67
Avg. Volume	3.6M
PE Ratio	14.10

52-Week High	$86.00
52-Week Low	$48.13
Market Capitalization	$472.31B
EPS (Annual)	$3.44
Price to Book	2.82
Revenue Per Employee	$902,724.55

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