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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 stronger-than-expected results and upbeat sales outlook, supported by data-center demand, sparked attention, but the initial post-earnings pop faded. Traders debated whether election-related fears of tighter data-center and AI restrictions justified the pullback, while others argued those concerns were overblown.

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.

Democratic gains in Congress are driving attention to DJT, with traders treating the Trump-linked company as a political sentiment play and worrying that reduced influence and gridlock could weigh on it. Chatter is overwhelmingly bearish, though some see the TAE Technologies merger as a potential counterweight to the political risk.

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

Democratic gains in the midterm elections have put SpaceX under pressure as traders weigh the risk of greater congressional scrutiny of Musks government contracts and possible obstacles to data-center expansion. The community is split between concerns about political and regulatory headwinds and buyers who view the selloff as an overreaction, citing SpaceXs launch, Starlink and AI ambitions.

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 earnings beat and raised fiscal-year outlook, fueled by AI-server demand, dominate discussion. Bullish traders point to growth, while skeptics focus on thin margins, cash conversion and the muted share reaction; the community also debates whether Democratic control could constrain data-center expansion.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulfs Google credit backstop for project financing tied to its Anthropic lease, alongside a definitive Fluor construction agreement, is driving attention. Many traders see the financing support as easing project risk and fueling a bullish move, while skeptics remain concerned about debt, dilution and whether the company can execute.

Riot Platforms, Inc. is a bitcoin mining company, which engages in the provision of special cryptocurrency mining computers. It invests in Verady, Coinsquare, and Tess. It operates through the Bitcoin Mining and Engineering segments. The Bitcoin Mining segment focuses on maximizing ability to successfully mine Bitcoin by growing hash rate. The Engineering segment designs and manufactures power distribution equipment and custom engineered electrical products that provides them the ability to vertically integrate many of the critical electrical components and engineering service. The company was founded on July 24, 2000 and is headquartered in Castle Rock, CO.

Riot Platforms Inc

Riots announced 15-year Corsicana data-center lease with a Frontier AI lab is driving attention and a sharp rally, reinforcing its pivot from Bitcoin mining toward AI infrastructure. Traders are celebrating the contract and momentum, while some question the costs, execution timeline and whether the deals projected revenue will translate into cash flow.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Ubers quarterly report showed continued growth and profitability, but traders focused on Q4 guidance viewed as softer than expected and pressure in the core mobility business. The reaction is divided: some see strong cash generation and bookings as evidence of a solid business, while others cite the outlook and driver-supply concerns to explain the stocks muted, weak response despite the earnings beat.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

BioCrysts quarterly results beat expectations and lifted its full-year total revenue outlook, but the share response has been muted. Traders are debating whether strong ORLADEYO sales can continue: some point to possible pharmacy inventory buildup and rising HAE competition, while others argue profitability and growth are being overlooked.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novos stronger-than-expected quarterly results and raised outlook, supported by Wegovy pill and broader GLP-1 demand, are driving attention. Bulls welcome evidence of a recovery, while skeptics remain concerned about diabetes weakness, Lilly competition, future pricing pressure and management execution.

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

Traders are focused on reported Democratic gains in the midterms and a potential political shift in Texas, raising concerns about scrutiny of Elon Musks companies, government contracts, and the proposed TeslaSpaceX tie-up. The discussion is largely bearish, though some traders view the selloff as an overreaction or buying opportunity and argue the political shift could benefit EV incentives.

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F Stock On Track For Fourth Straight Days Of Losses As US Q2 Sales Disappoint On Continued Supply Constraints, EV Demand Slump

Equity

The company said first-half F-Series sales reflected production delays tied to earlier aluminum supply issues, with supply expected to improve in the second half.


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VRTX Soars In Extended Hours After Experimental Drug Shows Positive Changes In Autoimmune Kidney Disease

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Bearish Sentiment

<ul class="summary-bullets"><li>Ford's F-Series production has been under pressure since two fires at a supplier's plant in late 2025.</li><li>EV sales in the quarter fell by a steep 41%, as all three of the company's models posted declines.</li><li>Ford announced a major reset of its electric vehicle strategy, stepping back from large, expensive pure EVs after sustained losses in its Model e division in December.</li></ul>Shares of Ford Motor Company (F) fell 3% on Thursday after the company reported a 10% decline in second-quarter deliveries in the U.S., down to 549,200 units, impacted by model phase-outs, a drop in daily rental sales and continued aluminum supply constraints.The stock is now on track to clock its fourth straight day of closing in the red. &nbsp;<h2 class="st-heading-2">F-Series Maintains Leadership</h2>Ford’s F-Series remained America’s best-selling truck for the 50th straight year. First-half sales totaled 357,801 units, outselling the Chevrolet Silverado by more than 80,000 units, though down 13% year-over-year.The company noted that first-half F-Series figures reflected production retiming from prior aluminum supply issues, with improved supply expected in the second half. The F-series has an aluminum-intensive body. The company’s primary supplier for aluminum sheets, Novelis, experienced two consecutive fires at its plant in Oswego in late 2025, rendering it offline and disrupting Ford’s production. The plant restarted production recently in June.<h2 class="st-heading-2">Ford’s EV Sales</h2>Ford’s EV sales in the quarter fell by a steep 41%, as all three of the company's models posted declines. While Ford F-150 Lightning volumes dropped 59% to 2,421 units, Mustang Mach-E sales dived 31% to 7,031 units.Ford highlighted ongoing progress toward future EVs, including retooling at its Louisville plant for a new affordable small electric pickup on its Universal Electric Vehicle platform, slated for production next year. The vehicle is part of the company’s reset EV strategy.Ford announced a major reset of its electric vehicle strategy, stepping back from large, expensive pure EVs after sustained losses in its EV-dedicated Model e division in December. The company canceled or delayed several planned EVs, including a next-generation three-row electric SUV, and is now concentrating on its new low-cost Universal EV Platform, designed for smaller, more affordable vehicles. The first model will be the midsize four-door electric pickup targeted at around $30,000. The company aims to make its EV business profitable by 2029 through major cost reductions in design, manufacturing, and battery technology.<h2 class="st-heading-2">How Did Ford Retail Traders React?</h2>On Stocktwits, retail sentiment around F stock rose from ‘neutral’ to ‘bullish’ territory over the past 24 hours, while message volume rose from ‘low’ to ‘normal’ levels &nbsp;A Stocktwits user highlighted that Ford is facing clear pressure on volume, with both its trucks and electric vehicles under strain.<stembedurl>https://www.stocktwits.com/FutureBulls/message/658174671</stembedurl>Another expressed disappointment, opining that these are “huge declines.”<stembedurl>https://www.stocktwits.com/jimlo/message/658172110</stembedurl>According to data from Koyfin, 5 of the 21 analysts covering Ford rate it ‘Buy’ or higher, while 15 rate it ‘Hold’ and one rates it ‘Sell.’ The 12-month average price target on the stock is $14.90, representing a potential upside of about 9% from the stock’s last closing price.<a href="https://stocktwits.com/symbol/F">F stock</a> has traded flat year-to-date.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/anthropic-takes-first-step-toward-in-house-ai-chip-talks-with-samsung-underway-says-report/cZmeqsUR7Sz">Anthropic Takes First Step Toward In-House AI Chip — Talks With Samsung Underway, Says Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A view of the Ford logo on the front grill of a vehicle for sale in Hawthorne, California, on February 18, 2026. (Photo by Michael Yanow/NurPhoto via Getty Images)

The company said first-half F-Series sales reflected production delays tied to earlier aluminum supply issues, with supply expected to improve in the second half.

Current Price	$80.89
Prev Close	$79.98
Open	$80.42
Dividend Yield	N/A
50-Day Moving Average	$84.45
Beta	N/A
Avg. Volume	1.37M
PE Ratio	N/A

52-Week High	$88.25
52-Week Low	$64.99
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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