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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 a Democrat-controlled Congress could tighten AI and data-center rules, slowing infrastructure spending, are weighing on Nvidia alongside broader semiconductor weakness. Traders are split between concerns about a prolonged buildout slowdown and dip-buyers who argue AI demand will persist and the political fears are overstated.

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 selling off with semiconductor peers as traders worry that election results and proposals for tighter data-center oversight could slow AI infrastructure spending and weaken future memory demand. Bulls call the decline an overreaction given continuing AI demand and Microns fundamentals, while bears see risks to the AI trade and the memory cycle.

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 selloff across AI infrastructure and neocloud stocks as traders weigh election-related fears that political and local opposition could constrain data-center expansion. Bulls argue Nebiuss international footprint and ongoing compute demand limit the risk, while bears point to permitting, financing and project-execution concerns.

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 election results could bring tighter oversight or delays for AI data-center construction are weighing on SNDK and other memory stocks. Traders disagree over whether the buildout risk justifies the selloff: bears see further downside, while bulls point to memory demand and company fundamentals as reasons to buy the dip.

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 the dominant focus, with traders worried about dilution, the deals cost and lengthy approval process. The concerns are compounded by a broader semiconductor selloff and uncertainty about AI data-center expansion, while some investors argue the combination could strengthen Marvells optical-infrastructure business over the long term.

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

SMCI sold off sharply despite a strong earnings beat and raised outlook, with concerns about compressed margins and reliance on a major customer weighing on the results. Traders also debate whether election-related worries about data-center expansion and broader AI-sector weakness drove the decline; some call the move disconnected from fundamentals, while others remain bullish on growth.

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

Direxion Daily Semiconductor Bull 3X Shares

SOXL is under pressure as traders connect the semiconductor selloff to fears that Democratic control of Congress could bring tighter limits on AI data centers and slow the buildout. The community is split between warnings that the AI trade is breaking down and dip buyers who view the reaction as overdone, arguing that chip demand remains strong.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLASs upcoming Phase 3 REGAL topline results for GPS dominate discussion, with traders debating whether the trial will succeed and whether CEO comments signal confidence; the recent SLS009 Phase 2 AML results are a secondary catalyst, praised by bulls but questioned by skeptics over subgroup data and historical comparisons. The conversation is highly speculative, with some traders also anticipating a buyout if the results are positive.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovins stronger-than-expected quarterly results and upbeat outlook, alongside an expanded share-repurchase authorization, sparked a sharp rebound after a steep decline. Bulls see evidence that growth remains strong, while skeptics warn the rally could fade and cite slower expected growth, higher AI costs, and valuation concerns.

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 strong quarterly results and upbeat data-center-led outlook are the main focus, but traders are frustrated that shares gave back much of their earnings-driven gains. The debate centers on midterm-related concerns about data-center regulation and broader semiconductor weakness, while bulls argue AI demand remains intact.

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Shares of VET Now Oversold

In trading on Wednesday, shares of Vermilion Energy Inc (Symbol: VET) entered into oversold territory, changing hands as low as $10.65 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicator used to measure mome...

Wednesday Sector Laggards: Oil & Gas Exploration & Production, Defense Stocks

In trading on Wednesday, oil & gas exploration & production shares were relative laggards, down on the day by about 5.7%. Helping drag down the group were shares of SM Energy, down about 12.1% and shares of Vermilion Energy off about 11.9% on the day.

Also lagging the...

Vermilion Energy Inc. Reports Q3 2026 Results and Releases 2027 Budget with Planned 4% Dividend Increase

Vermilion Energy Inc. Reports Q3 2026 Results and Releases 2027 Budget with Planned 4% Dividend Increase Vermilion Energy Inc. Reports Q3 2026 Results and Releases 2027 Budget with Planned 4% Dividend IncreasePR NewswireCALGARY, AB, Nov. 4, 2026 CALGARY, AB, Nov. 4, 2026 /PRNewswire/ -- Vermilion...

Vermilion Energy Inc. Announces $0.135 CDN Cash Dividend for December 31, 2026 Payment Date

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Vermilion Energy Inc. Confirms Q3 2026 Release Date and Conference Call Details

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Vermilion Energy Inc. Announces $0.135 CDN Cash Dividend for September 29, 2026 Payment Date

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Vermilion Energy Inc. Announces TSX Approval for Renewal of Normal Course Issuer Bid and Confirms Q2 2026 Release Date and Conference Call Details

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VET Crosses Critical Technical Indicator

In trading on Wednesday, shares of Vermilion Energy Inc (Symbol: VET) entered into oversold territory, changing hands as low as $9.33 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicator used to measure momen...

Vermilion Energy Inc. (VET) Announces Financial Results for Q1 2026

Vermilion Energy Inc. (VET) Announces Financial Results for Q1 2026...

Vermilion Energy, Inc. engages in the acquisition, exploration, development, and production of oil and natural gas. It operates through the following geographical segments: Canada, United States of America, France, Netherlands, Germany, Ireland, Australia, and Corporate. The company was founded by Lorenzo Donadeo and Claudio A. Ghersinich in 1994 and is headquartered in Calgary, Canada.

Vermilion Energy Inc

Vermillion Energy Stock In Spotlight After Q4 Sales Miss, Retail Pins Hopes On German Assets

Equity

Bullish Sentiment

Vermillion Energy (VET) stock garnered retail attention on Wednesday after it missed fourth-quarter sales estimates.According to FinChat data, the company posted fourth-quarter oil and gas sales of C$504.3 million, while analysts, on average, expected the company to post C$526.6 million in sales.It reported a net loss of C$18.3 million compared with a loss of C$803.1 million in the year-ago quarter.Vermillion’s total production averaged 83,536 barrels of oil equivalent per day (boe/d) compared with 87,597 boe/d a year earlier.The decline in production was due to a planned third-party maintenance activity in Alberta, partial shut-in of some Canadian gas production in response to weak prices. This was partially offset by increased production from Mica Montney.Production at Vermilion's international operations averaged 31,243 boe/d during the fourth quarter, an increase of 3% from the previous quarter. This was due to a full quarter of production in Australia following planned maintenance in the third quarter.The company successfully tested the Wisselshorst deep gas exploration well in Germany in December. Vermilion expects to begin production from the well in the first half of 2026.It also completed drilling operations on the Weissenmoor Sud deep gas exploration well and found hydrocarbons, which marked its third fossil fuel discovery in Germany.U.S.-listed shares of Vermillion rose 1.7% in extended trading.During the first quarter of 2025, Vermilion launched a sales process for its Southeast Saskatchewan and Wyoming assets. The assets have a combined production of about 15,000 boe/d.As it closed its acquisition of Westbrick Energy, the company raised its 2025 production forecast to the range of 125,000 to 130,000 boe/d.Retail sentiment on Stocktwits moved higher into the ‘bullish’ (71/100) territory than a day ago, while retail chatter was ‘extremely high.’<figure class="image"><img style="aspect-ratio:723/162;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/VET_March_6_adba13039a.JPG" alt="VET’s Sentiment Meter and Message Volume as of 02:29 a.m. ET on March 6, 2025 | Source: Stocktwits" width="723" height="162"><figcaption>VET’s Sentiment Meter and Message Volume as of 02:29 a.m. ET on March 6, 2025 | Source: Stocktwits</figcaption></figure>One retail user wished for share prices to remain low, which would help them to buy more. The trader was optimistic about Vermillion’s German assets.<stembedurl>https://stocktwits.com/morganforrest/message/606951569</stembedurl>Over the past year, <a href="https://stocktwits.com/symbol/VET">Vermillion stock </a>has fallen 33.8%.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/land-bridge-stock-slips-after-q4-revenue-miss/cheFqpaR6Y">LandBridge Stock Slips After Q4 Revenue Miss, Retail’s Still Bullish</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Oil Jacks pumping away on a very cold Saskatchewan winter morning. (Image Courtesy: Getty Images)

The company raised its 2025 production forecast to the range of 125,000 to 130,000 barrels of oil equivalent per day.

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '26	$0.96	--	--	N/A
Q3 '26	$0.27	-$0.16	-161.57%	MISSED
Q2 '26	$0.35	$0.63	81.37%	BEAT
Q1 '26	$0.21	-$0.70	-433.87%	MISSED
Q4 '25	$0.12	-$2.09	-1802.93%	MISSED

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Latest Earnings Results: Q3 '26

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