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Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Fears of a Democratic sweep in the U.S. midterms dominate QQQ discussion, with traders attributing volatile Nasdaq selling to concerns about tech and AI regulation, including data-center scrutiny. Others call the reaction an overreaction because the outcome was widely expected and see the dip as a buying opportunity.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Discussion centers on midterm election results and expectations of Democratic gains, with traders linking a possible blue wave to pressure on DJT and criticizing Trumps political influence. Some push back that results are unsettled or that midterm losses are routine, while others anticipate further selling.

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

AMDs quarterly earnings beat and stronger-than-expected outlook, driven by surging AI data-center demand, are fueling a sharp post-results move and renewed optimism about growth. Traders remain divided over whether the rally can hold, with concerns about valuation, weaker cash flow and inventory, and reliance on data-center spending tempering the bullish reaction.

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

Direxion Daily Semiconductor Bull 3X Shares

A rebound in semiconductor shares, supported by strong AMD and SMCI earnings and renewed optimism about AI demand, is lifting SOXL after steep recent losses. Traders are divided between viewing the move as a relief rally and warning that election uncertainty, tech-sector selling, and the funds 3x leverage could keep volatility high.

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

Super Micros stronger-than-expected quarterly results and raised full-year outlook, attributed to robust AI-server demand, are driving attention. Many traders view the growth as bullish, while others question whether thin margins, cash-flow pressures and lingering doubts about management justify the muted share-price reaction.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius is caught in a sharp neocloud and AI-infrastructure selloff, with traders worried that a Democratic midterm sweep could bring tighter limits on data-center development; concerns about debt financing and whether AI demand will justify heavy investment are adding pressure. The community is split between expecting an oversold rebound ahead of earnings and warning that funding risks and weak sector sentiment could drive further losses.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracles large stock-and-bond financing for its AI data-center buildout is driving debate: many traders worry about dilution, borrowing costs and whether AI spending will generate enough cash flow, while others see the completed raise as removing a funding overhang. The stocks rebound has prompted talk of a possible reversal or short squeeze, though skepticism about its financing and execution risks remains.

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

AMDs strong results and outlook are fueling a semiconductor rebound, with traders treating them as evidence that AI-chip demand remains resilient ahead of Nvidias earnings. The optimism is tempered by election-related concerns about AI policy and by debate over whether Nvidias bounce can hold after recent selling.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

A sharp rebound after CIFRs Q3 report has traders debating whether the move is an oversold bounce or a short squeeze that can last. Bulls point to the start of AI leasing and the companys data-center pipeline, while bears focus on the revenue miss, buildout costs and financing risks.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

Election uncertainty dominates discussion, with traders worried that Democratic gains could bring scrutiny of Musks companies and threaten SpaceXs government contracts; others argue its AI, Starlink, and launch businesses can withstand political shifts. The debate is fueling sharply divided views on the stocks near-term direction.

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TXN's Gross Margin Crosses 64% in Q3: Can It Improve Further?

Texas Instruments' Q3 gross margin reaches 64.2% as higher sales and factory utilization lift profits. Could strong chip demand push margins even higher?

• Reported GAAP EPS of $2.62 up 77.03% YoY
• Reported revenue of $6.05B up 27.69% YoY
• Texas Instruments expects between $2B to $3B of capital expenditures in 2026; beyond 2026, capital expenditures will be dependent on revenue and growth expectations.

Texas Instruments identified semiconductor demand and key-customer purchasing variability, higher manufacturing costs from planned capacity expansions, and regulatory approvals and debt financing associated with its Silicon Labs acquisition.

Texas Instruments reported broad demand and growth across end markets, higher Q3 revenue and gross profit, and cited 300mm manufacturing as lower-cost production with greater supply-chain control.

Texas Instruments Incorporated engages in the design and manufacture of semiconductors. It operates through the following segments: Analog, Embedded Processing, and Other. The Analog segment semiconductors change real-world signals, such as sound, temperature, pressure or images, by conditioning them, amplifying them and often converting them to a stream of digital data that can be processed by other semiconductors, such as embedded processors. The Embedded Processing segment involves handling specific tasks and can be optimized for various combinations of performance, power, and cost, depending on the application. The Other segment includes DLP products, calculators, and custom application-specific integrated circuits products. The company was founded in 1930 and is headquartered in Dallas, TX.

Texas Instruments Inc.

Trump Says US Will Have 50% Of Chip Industry By The Time He Leaves Office, Threatens Tariffs Of Over 200% Otherwise

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<ul class="summary-bullets"><li>Trump added that the U.S. is leading AI “by a lot,” while highlighting his administration’s efforts in reshoring manufacturing.</li><li>He said that many of the chip manufacturing facilities are planned for Arizona and Texas, and that these plants are expected to begin operations over the next year to a year and a half.</li><li>Trump also criticized the Biden administration for handing out billions of dollars to companies that then failed to build the factories they had promised.</li></ul>President Donald Trump on Tuesday said that the U.S. will have 50% of the chip industry by the time he leaves office at the end of the current term in 2029.Addressing reporters during a bilateral meeting with the Emir of the State of Qatar, Trump slammed the Biden administration’s CHIPS Act, calling it a disaster.He also threatened to impose tariffs exceeding 200% if chip makers failed to reshore semiconductor manufacturing to the U.S.“We have a different system. We have a system that if they don’t build… they have to pay tariffs of upwards of 200%. They don’t have to pay anything for a little while,” he said.<h2 class="st-heading-2">Trump Says US Is Leading AI ‘By A Lot’</h2>Trump added that the U.S. is leading AI “by a lot,” while highlighting his administration’s efforts in reshoring manufacturing. “We’re building more than we’ve ever built in the history of our country. No country has ever built… what we’re doing right now, no country has ever been able to do,” he said.Trump highlighted that many chip manufacturing facilities are planned for Arizona and Texas and that these plants will open over the next year or year and a half. “We were the king of chips, and then it got stolen from us. We went from being the king to basically having no chip business,” he added.The U.S. President also criticized the Biden administration for handing out billions of dollars to companies that then failed to build the factories they had promised.<h2 class="st-heading-2">Which Chipmakers Are Building Or Expanding US Facilities?</h2>Trump’s comments on reshoring the semiconductor industry come amid efforts by several large chipmakers to either build new facilities or expand existing ones.This includes Intel Corp. (INTC), in which the U.S. government holds a 9.9% stake. Intel is investing more than $32 billion to build two new chip factories and modernize an existing fabrication facility in Arizona. The company also plans to invest over $36 billion in Oregon and more than $4 billion in New Mexico, in addition to a greenfield investment of over $28 billion in Ohio.Taiwan Semiconductor Manufacturing Co. (TSM) chose Arizona for its first advanced chipmaking facility in the U.S. in 2020, with a $12 billion investment that was subsequently increased to $165 billion.Micron Technology Inc. (MU) has earmarked about $200 billion to expand its chipmaking facilities in Idaho, New York, and Virginia.Meanwhile, Texas Instruments Inc. (TXN) has established a new fab in Texas, and Wolfspeed Inc. (WOLF) is expanding its silicon carbide semiconductor manufacturing facility in North Carolina.The S&amp;P 500 ETF (SPY) is up 26% over the past 12 months, while the Invesco QQQ Trust (QQQ) is up 41%.The iShares Semiconductor ETF (SOXX) is up 184% during this period, while the VanEck Semiconductor ETF (SMH) is up 152%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/peter-diamandis-dismisses-spacex-valuation-concerns/cZKfYrfR73j">Peter Diamandis Dismisses SpaceX Valuation Concerns — 'You're Not Buying Just The Revenue... You're Buying Humanity's Future Economy'</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

U.S. President Donald Trump makes an announcement on Saturday, April 18, 2026 in the Oval Office at the White House in Washington, D.C. (Photo by Allison Robbert/For The Washington Post via Getty Images)

President Donald Trump on Tuesday said that the U.S. will have 50% of the chip industry by the time he leaves office at the end of the current term in 2029.

Addressing reporters during a bilateral meeting with the Emir of the State of Qatar, Trump slammed the Biden administration’s CHIPS Act, calling it a disaster.

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