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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 AI-chip selloff as traders worry that calls for tighter AI regulation could slow data-center expansion and weaken future memory demand; community discussion also points to a reported Taiwan plant work stoppage tied to a labor dispute. Bulls view the drop as an overreaction given strong AI-memory demand, while bears warn that spending or memory pricing could peak.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavaxs Q3 update and sharply higher 2026 revenue outlook, supported by a milestone from Sanofis Phase 3 flu-COVID combination trial, are driving attention. Traders welcomed the improved outlook and leaner operations, while skeptics said revenue remains heavily dependent on Sanofi and wanted new partnerships or concrete oncology and MTA updates.

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 under pressure amid a broader AI-chip selloff, as traders worry that tighter AI rules and data-center permitting hurdles could slow infrastructure spending; concerns about debt and circular financing in the AI buildout add to doubts about demand sustainability. The community is divided between dip buyers who expect AI demand to persist or shift elsewhere and bears who see a possible capex-driven bubble.

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 Democratic gains in Congress could bring tighter AI and data-center rules are weighing on Sandisk and other memory stocks. Traders disagree on whether a slower buildout threatens future demand or whether the selloff overstates the risk given continued AI-related memory needs and strong company fundamentals.

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

Direxion Daily Semiconductor Bull 3X Shares

SOXL is drawing attention amid a sharp semiconductor selloff, with traders pointing to fears that Democratic control could constrain AI and data-center expansion, alongside weak reactions to chip-sector reports and concerns about an AI bubble. The community is split between expecting further losses and viewing the heavy selling as capitulation and a dip-buying opportunity.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snaps quarterly report missed revenue and daily-active-user expectations, with sluggish advertising growth weighing on shares despite improved profitability and a stronger outlook. Traders are split between optimism about cash flow and subscriptions and concerns that weak user and ad trendsand the planned shift from DAU to MAU reportingobscure the core businesss momentum.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

CELH is drawing attention after Q3 results beat expectations, led by strong Alani Nu growth and international sales. Traders are weighing that strength against declining revenue for the core Celsius brand and sharply lower gross margins, leaving debate over whether the beat can sustain a recovery.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arms quarterly results beat headline expectations, but softer royalty revenue and a largely in-line outlook have overshadowed strong licensing growth and weighed on the shares. Traders are split between buying the dip on AI and data-center demand and questioning whether recurring royalty growth and the companys valuation justify the premium amid weakness in chip stocks.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomms earnings report beat modestly, but a sharp decline in handset revenue and margin pressure from rising component costs overshadowed the results and cautious earnings outlook, prompting a steep post-report selloff. Traders are debating whether growth in automotive, data center and other non-handset businesses can offset the weakness in its smartphone business.

Joby Aviation, Inc. is a transportation company, which engages in developing an all-electric, vertical take-off and landing aircraft that intends to operate as a commercial passenger aircraft. The company was founded by Bevirt Joebenn in 2009 and is headquartered in Santa Cruz, CA.

Joby Aviation Inc

Jobys quarterly revenue beat and raised outlook, alongside progress in FAA certification testing and aircraft production, are drawing attention. Bulls view the update and expanding defense work as signs of execution, while skeptics question how quickly certification and commercial operations can advance amid ongoing cash burn.

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United’s Kirby Says Delta’s Starlink Snub Was A Mistake

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United CEO Kirby said that 48% of its flights are now on Starlink, with the share set to hit 50% within days.


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United Airlines Holdings, Inc. is a holding company, which engages in the provision of transportation services. It operates through the following geographical segments: Domestic, Atlantic, Pacific, and Latin America. The company was founded on December 30, 1968 and is headquartered in Chicago, IL.

United Airlines Holdings Inc

Neutral Sentiment

<ul class="summary-bullets"><li>Kirby noted that customers are already switching flights for Starlink service.</li><li>Delta selected Amazon’s Leo satellite system in March 2026 for in-flight Wi-Fi, with installations on an initial 500 aircraft not beginning until 2028.</li><li>United, in contrast, aims for full-fleet Starlink coverage by the end of 2027.</li></ul><p><br>United Airlines (UAL) CEO Scott Kirby said <a class="mention" data-mention="$DAL" data-symbol-id="DAL" href="https://stocktwits.com/symbol/DAL" target="_blank">Delta Air Lines</a>’ (DAL) decision to opt out of SpaceX’s (SPCX) Starlink for in-flight Wi-Fi was a mistake, calling the service the industry’s biggest competitive advantage.</p><p>“It was a mistake,” he said on the Cheeky Pint podcast about Delta’s strategy to choose Amazon’s Leo satellite to provide in-flight Wi-Fi over Starlink.</p><p>He argued that airlines traditionally move slowly on fleet modifications, treating them as eight-year projects. “We even didn’t appreciate how big it was. I thought it was big, then we put the pedal to the metal,” he said.</p><h2 class="st-heading-2">United’s Rapid Starlink Rollout</h2><p>United has moved aggressively. Kirby said that 48% of its flights are on Starlink, with the share set to hit 50% within days. Installations began on regional jets because they were certified first; the airline is now fitting about three aircraft a day and aims for full-fleet coverage by the end of 2027.</p><p>Kirby noted customers are already switching flights for the service: “I’m talking to people like, ‘I’m switching to flying a regional flight because it’s got Starlink.’”</p><p>He emphasized that free access is secondary. “Free was never the value proposition. Fast is the value proposition, and there’s only one option for fast. It’s Starlink.”</p><h2 class="st-heading-2">Delta’s Contrarian Path</h2><p>Delta, by contrast, selected Amazon’s Leo satellite system in March 2026, with installations on an initial 500 aircraft not beginning until 2028. The choice has drawn public criticism from Elon Musk, who has predicted Delta CEO Ed Bastian would lose his job over it.</p><p>Kirby pushed back on that idea: “He’s not going to lose his job over it. By the way, I have a lot of respect for Delta… I took inspiration for it.” Still, he called Starlink “the most important thing for customers to choose an airline now” and “the biggest competitive advantage”—albeit a temporary one, since “everybody eventually is going to have high-speed, low Earth orbit” connectivity. However, Kirby expects its own head start on Starlink will help customers switch their loyalty to United.</p><h2 class="st-heading-2">How Did UAL, DAL Retail Traders React?</h2><p>On Stocktwits, retail sentiment around UAL stock was 'bullish' at the time of writing, while sentiment around DAL was 'neutral.'</p><p>While UAL stock has dropped 8% year-to-date, DAL has added 16%.&nbsp;</p><p>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/sofi-stock-on-track-to-post-best-day-this-quarter-after-record-results-beat-estimates/cZUegeeRBCl">SOFI Stock On Track To Post Best Day This Quarter After Record Results Beat Estimates</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

Scott Kirby attends amfAR Dallas 2026 on October 24, 2026 in Dallas, Texas. (Photo by Ryan Emberley/amfAR/Getty Images for amfAR)

United CEO Kirby said that 48% of its flights are now on Starlink, with the share set to hit 50% within days.

Delta Air Lines, Inc.

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