SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A sharp tech-led selloff is driving QQQ discussion, with traders focused on big-tech earnings and worries that heavy AI spending may not generate returns quickly enough; some also cite forced deleveraging and month-end positioning. Reactions are largely bearish, though some traders see an oversold buying opportunity, while election- and Iran-related explanations remain speculative.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intels weak fourth-quarter outlook after its earnings reportamid PC-market softness and manufacturing constraintsprompted analyst downgrades and a sharp selloff. Traders are split between calling the drop an oversold buying opportunity and warning that the outlook could drive further losses, with broader tech weakness adding pressure.

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

A sharp broad-market selloff has traders focused on weakness in technology stocks after mixed earnings and concerns that heavy AI infrastructure spending may not pay off; rising oil prices and geopolitical and election uncertainty also appear in the discussion. Many expect further downside and warn against buying the dip, while others view the decline as forced selling and look for a rebound.

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 broader tech and semiconductor selloff as traders question whether hyperscalers heavy AI spending will deliver adequate returns; mixed Amazon and Intel results have added to concerns about AI infrastructure valuations. The community is divided between seeing an AI-bubble-driven reset and viewing the decline as a buying opportunity, with some arguing that continued capex still supports chip demand.

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

SanDisks sharp post-earnings plunge despite an earnings beat, raised outlook and planned stock split is driving discussion. Traders debate whether broad tech and AI-sector selling is overwhelming strong results or whether slowing growth and a potential NAND pricing peak point to a tougher memory cycle; bulls call the selloff excessive, while bears warn of further downside.

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

Direxion Daily Semiconductor Bull 3X Shares

A sharp semiconductor-sector selloff has hammered SOXL, with traders pointing especially to Intels weak outlook and soft PC demand, alongside broader tech-earnings and AI concerns. The funds leverage amplifies the move, splitting traders between dip buyers who see an oversold opportunity and those warning that selling pressure may continue.

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 tech and semiconductor selloff, with traders linking the pressure to Intels weak outlook and growing concerns about AI spending, lofty valuations, and whether investment will generate sufficient returns. With AMDs earnings report approaching, the community is split between viewing the decline as sympathy selling and a chance for AMD to gain share, or as a warning that AI optimism and the stocks valuation may be resetting.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddits post-earnings selloff centers on a softer fourth-quarter outlook, slowing user growth and declining Google search referrals, alongside uncertainty over its planned logged-in experience. Traders are divided between viewing the sharp drop as an overreaction to a strong quarter and worrying that search and access changes could further weaken traffic and ad growth.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivians quarterly results beat expectations and its full-year delivery outlook rose as the R2 ramp gained traction, drawing bullish views that the business is improving. Traders are divided over the muted share-price response: some see strength despite a weak broader market, while others remain concerned about cash burn, profitability and analyst downgrades.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

Semiconductor shares are selling off amid Intels weaker outlook and soft PC demand, with traders also citing broader concern over AI-capex returns and possible forced deleveraging. The community is split between calling the decline an AI-bubble warning and viewing it as an overdone pullback or buying opportunity.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

Gentherm: 3 Key Takeaways for Long-Term Investors

Key PointsGentherm completed its acquisition of Modine Performance Technologies on Oct. 1, 2026...

New Strong Sell Stocks for October 29th

CGAU, THRM and TV have been added to the Zacks Rank #5 (Strong Sell) List on October 29th, 2026.

Gentherm (THRM) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

Although the revenue and EPS for Gentherm (THRM) give a sense of how its business performed in the quarter ended September 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Gentherm (THRM) Lags Q3 Earnings Estimates

Gentherm (THRM) delivered earnings and revenue surprises of -50.00% and +0.17%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Modine (MOD) Earnings Expected to Grow: Should You Buy?

Modine (MOD) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Analysts Estimate Gentherm (THRM) to Report a Decline in Earnings: What to Look Out for

Gentherm (THRM) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Modine Completes Spin-off and Combination of its Performance Technologies Business with Gentherm

Modine Completes Spin-off and Combination of its Performance Technologies Business with Gentherm Modine Completes Spin-off and Combination of its Performance Technologies Business with GenthermPR NewswireRACINE, Wis., Oct. 1, 2026Announces Final Exchange Ratio and Cash Distribution to ModineRACINE...

Are Investors Undervaluing Gentherm (THRM) Right Now?

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Is BorgWarner (BWA) Stock Undervalued Right Now?

THRM vs. RACE: Which Stock Should Value Investors Buy Now?

THRM vs. RACE: Which Stock Is the Better Value Option?

• Reported GAAP EPS of $0.33 down -54.79% YoY
• Reported revenue of $405.1M up 4.71% YoY
• Gentherm updated full year 2026 guidance to product revenues of $1.83B$1.93B, Adjusted EBITDA of $210M$230M, and Adjusted Free Cash Flow of $100M$120M, reflecting Modines expected fourth-quarter contribution.

Gentherms gross margin decreased amid foreign exchange, higher net material costs and inflation; quarterly results included a net loss and lower Adjusted EBITDA, with disclosed uncertainty about combined-company performance and transaction benefits.

Gentherm reported Automotive Climate and Comfort Solutions revenue outperformance against the cited production report, $555M in awards, two technology launches, and completion of the Modine combination.

Gentherm, Inc. engages in the design, development, manufacturing, and marketing of heating, cooling, and ventilating devices. It operates through the Automotive and Medical segments. The Automotive segment offers automotive climate and comfort systems, cable technology, battery performance solutions, valve systems, and electronic and software solutions. The Medical segment is involved in the patient temperature management business. The company was founded by Lon E. Bell in 1991 and is headquartered in Novi, MI.

Gentherm Inc - Ordinary Shares - Class A

Modine Shares Jump As $1B Performance Technologies Merger Deal With Gentherm Takes Shape

Equity

Neutral Sentiment

<ul class="summary-bullets"><li>Before the transaction closes, Modine is expected to receive a cash distribution of about $210 million from the spun-off unit.</li><li>Afterward, Modine holders will own approximately 40% of the combined company, with Gentherm shareholders holding the remaining 60%.&nbsp;</li><li>Modine will concentrate solely on its Climate Solutions segment, which targets growing markets like data center cooling.&nbsp;</li></ul>Modine Manufacturing Co. (MOD) announced on Thursday that it has entered into an agreement to merge its Performance Technologies unit into Gentherm, Inc. (THRM) through a Reverse Morris Trust transaction structured to be tax-free for Modine and its shareholders.&nbsp;This move is aimed at creating a larger player in thermal management solutions spanning multiple major markets.<h2 class="st-heading-2">Structure And Shareholder Stakes</h2>Modine’s Performance Technologies business will be spun off and immediately merged with Gentherm in a deal valued at about $1 billion.&nbsp;Before the transaction closes, Modine is expected to receive a cash distribution of about $210 million from the spun-off unit. Afterward, Modine holders will own close to 40% of the new combined company, with Gentherm shareholders holding the remaining 60%.&nbsp;Following the announcement,&nbsp;<a href="https://stocktwits.com/symbol/MOD">Modine stock</a> traded over 17% higher on Thursday morning. On Stocktwits, retail sentiment around the stock jumped to ‘bullish’ from ‘bearish’ territory the previous day. Message volume shifted to ‘high’ from ‘normal’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_29_103045_png_d347fbda18.webp" alt="MOD’s Sentiment Meter and Message Volume as of 10:15 a.m. ET on Jan. 29, 2026 | Source: Stocktwits" width="939" height="108"><figcaption>MOD’s Sentiment Meter and Message Volume as of 10:15 a.m. ET on Jan. 29, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Modine’s Refocused Strategy</h2>Once the Performance Technologies division departs, Modine will concentrate solely on its Climate Solutions segment, which targets growing markets like data center cooling and commercial HVAC &amp; refrigeration.&nbsp;<blockquote>“Combining Modine’s Performance Technologies business with Gentherm establishes two stronger, more focused companies, each equipped to serve its end markets more effectively, accelerate growth, and drive long-term value for shareholders, customers, and employees.”— Neil Brinker, President and CEO, Modine</blockquote>The performance technology merger will form a combined entity with diverse thermal management systems and improved engineering capabilities, positioning the business to compete across sectors such as power generation, commercial and heavy-duty vehicles, light vehicles, and medical applications.&nbsp;MOD stock has gained over 73% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-guts-stock-fell-revita-post-glp1-data/cmyig4sR4KA">Why Did GUTS Stock Plummet Today Despite Positive Gut Therapy Midterm Study?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Modine Manufacturing Company logo is seen displayed on a smartphone screen.

The move is aimed at creating a larger player in thermal management solutions spanning multiple major markets.

Modine Manufacturing Co.

Hold rates steady

Cut 25 bps

Hike 25 bps

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.

Feed

News

Sentiment

Earnings

Fundamentals

Info

THRM News