SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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

A sharp semiconductor and AI-stock selloff is driving attention, as traders worry that election-related calls for tighter AI regulation could delay data-center projects and weaken chip demand, alongside broader doubts about AI spending and circular financing. The community is split between those calling it an AI-bubble unwind and expecting more downside, and those viewing the drop as an overreaction or buying opportunity because they believe long-term AI demand remains intact.

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

A sharp S&P 500 selloff has put SPY in focus, with traders linking pressure to fears that the midterm results could bring tighter AI rules and slow data-center investment, weighing on tech and semiconductor shares. The community is divided between blaming the political shift and viewing the move as an AI-trade unwind or overreaction, while some see a buying opportunity and others fear further losses.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is under heavy pressure amid a tech and semiconductor selloff, as traders debate whether Democratic election gains could bring tighter AI oversight and slow data-center spending, while also questioning stretched AI-linked valuations. Some blame the political shift and fear further losses; others call the decline an overreaction or buying opportunity, arguing AI investment will continue.

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

Fears that Democratic control of Congress and calls to pause or tighten regulation of advanced AI could slow data-center construction have fueled a sharp selloff in Micron and other chip stocks. Traders disagree on whether this signals a lasting unwind of the AI trade or an overreaction, with some citing continued memory demand and buying the dip while others warn of further declines.

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

A broad semiconductor and AI-stock selloff is weighing on AMD, as traders worry that new political pressure for AI regulation could slow data-center investment and chip demand, despite the companys strong results and outlook. The community is split between viewing the decline as an overreaction and buying opportunity and seeing it as a sign of an AI valuation bubble or weaker future spending.

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

Direxion Daily Semiconductor Bull 3X Shares

A sharp semiconductor and tech selloff, which traders link to AI-bubble concerns and fears that data-center investment could slow after the Democratic sweep, has put SOXL under pressure. The community is split between calling the move an overreaction and buying the dip, and expecting more losses; the funds 3 daily leverage amplifies the swings.

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

SNDK is caught in a sharp selloff across AI- and semiconductor-linked stocks, with traders worried that Democratic control of Congress and calls for tighter AI regulation could slow data-center investment; broader AI-bubble fears and suspected forced selling are also part of the discussion. The community is divided between viewing the drop as capitulation and an opportunity given the companys earnings and memory demand, and expecting further declines.

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

Teslas sharp selloff is being linked by traders to Democrats election gains and fears of greater scrutiny or regulatory hurdles for Elon Musks companies, alongside a broader tech-market decline. Bears also question the prospects and potential premium of a TeslaSpaceX merger, while some traders view the drop as an overreaction and a buying opportunity.

Bitcoin (BTC) is a cryptocurrency launched in 2010. Users are able to generate BTC through the process of mining. Bitcoin has a current supply of 20,105,365. The last known price of Bitcoin is 80,658.0733598 USD and is up 4.77 over the last 24 hours. It is currently trading on 12773 active market(s) with $40,139,541,803.82 traded over the last 24 hours. More information can be found at https://bitcoin.org/.

Bitcoin

Bitcoins sharp decline is being discussed alongside a broader tech and risk-off selloff, with traders also citing liquidations and spot-ETF outflows. The community is split between expecting further downside if support gives way and buying the dip, with some arguing Bitcoin is holding up better than stocks.

Redwire Corp. engages in the development and provision of space and defense technologies and mission-critical solutions for government, commercial, and civil customers. Its offerings include spacecraft platforms, space infrastructure, avionics, sensors and payloads, power generation systems, radio frequency systems, microgravity research and manufacturing technologies, autonomous systems, optical sensors, and digital engineering solutions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Redwires quarterly revenue miss has driven a sharp selloff, despite record backlog, stronger gross margins and reaffirmed guidance. Traders are divided between focusing on the weaker-than-expected sales and execution concerns versus viewing the backlog and margin gains as evidence of improving fundamentals.

statis crypto Watchlist

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.

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

COHR Stock Draws Upgrade As Marvell’s $115B Lumentum Deal Highlights ‘Value Of Scarce AI Optics’

Equity

Northland upgraded Coherent following a steep share-price pullback, while JPMorgan maintained its bullish outlook on optical demand ahead of the company's quarterly earnings.

Vertiv To Acquire King Environmental As AI Drives Demand For Liquid-Cooling Services

The deal adds European fluid-management and commissioning capabilities as Vertiv builds out services for increasingly complex liquid-cooled data centers.

Evercore’s New CIEN Target Implies 58% Upside — Analyst Calls Ciena An Attractive Optical Networking Play

Evercore’s upgrade follows Ciena’s new three-year targets, which call for sustained revenue growth and significant margin expansion through fiscal 2029.

Reddit’s August User Growth Jumps 8% Month-On-Month, International Users Surge 29%: Report

Changes to Reddit’s ads manager model are expected to produce roughly a 20% reset in reported audience size, according to Piper Sandler data cited by Investing.com.

Should Vanguard Morningstar Mid-Cap Growth ETF (VOT) Be on Your Investing Radar?

Should Vanguard Mid-Cap Growth Index Fund ETF Shares (VOT) Be on Your Investing Radar?

TEAM Stock Rockets After-Hours: Why This Year’s Worst Nasdaq-100 Performer Is Staging A Dramatic Reversal

Atlassian Corp. has been one of the hardest-hit names in the software space.


The Zacks Analyst Blog Highlights SPY, VXX, MGK, FDN, IYF and VOT

SPY gains as markets shrug off Iran tensions, with select ETFs rebounding on easing volatility and improving sentiment despite lingering risks.

Iran War Priced In? 4 Beaten ETFs to Buy on Renewed Momentum

Iran war risks may be priced in as markets steady. These 4 beaten-down ETFs are showing fresh momentum despite lingering geopolitical uncertainty.

Vanguard Index Funds - Vanguard Morningstar Mid-Cap Growth ETF

Bullish Sentiment

<ul class="summary-bullets"><li>According to Northland, the AI Optical Data Center cycle has created over $200B in value over the last three years</li><li>Marvell agreed to acquire Lumentum in an all-stock deal with an implied enterprise value of $115 billion.</li><li>JP Morgan expects optical industry fundamentals to remain solid, with most of its checks indicating strong demand through the end of 2026 and into 2027.</li></ul>Coherent (COHR) drew an upgrade from Northland on Monday as Marvell Technology's (MRVL) $115 billion agreement to acquire Lumentum (LITE) put the strategic value of optical technology used in artificial intelligence (AI) data centers in focus.Northland upgraded Coherent to ‘Outperform’ from ‘Market Perform’ while maintaining its $280 price target, according to TheFly. The firm cited a steep pullback in COHR shares and the value of scarce photonics capabilities.As of this writing, <a href="https://stocktwits.com/symbol/COHR">COHR stock</a> traded 1% higher.<h2 class="st-heading-2">Marvell's $115B Lumentum Deal Puts AI Optics In Focus</h2>Marvell (<a href="https://stocktwits.com/symbol/MRVL">MRVL</a>) agreed Monday to acquire Lumentum (<a href="https://stocktwits.com/symbol/LITE">LITE</a>) in an&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/marvell-strikes-115-b-deal-to-acquire-lumentum/cNG9x21R9PP">all-stock transaction</a> with an implied enterprise value of $115 billion, combining its semiconductor and networking technologies with Lumentum's optical components.Under the agreement, Lumentum shareholders will receive 4.5 Marvell shares for each share held, implying a price of approximately $1,132 per share and a 23.9% premium based on both companies' October 28 closing prices.The Northland analyst said Marvell's acquisition highlights the value of photonic device capabilities for major AI chip suppliers, alongside computing and networking integrated circuits, per the note cited by TheFly.Among larger established suppliers such as Lumentum and Coherent, the AI Optical Data Center cycle has created over&nbsp;$200 billion in value over the last three years, the analyst highlighted.<h2 class="st-heading-2">JPMorgan Also Sees Strong Optical Demand</h2>JPMorgan analyst Joseph Cardoso lowered Coherent's price target to $385 from $465 but maintained an ‘Overweight’ rating. The firm expects optical industry fundamentals to remain solid, with most of its checks indicating strong demand through the end of 2026 and into 2027.Coherent is scheduled to report fiscal first-quarter 2027 results on Wednesday, November 4, after the market closes. The company previously forecast quarterly revenue of $2.2 billion to $2.4 billion and adjusted earnings per share (EPS) of $1.85 to $2.05.<h2 class="st-heading-2">Retail Investors’ Sentiment Around COHR Stock</h2>Retail investors’ sentiment around COHR stock remained in the ‘bearish’ territory on Stocktwits.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_11_02_203857_edae27a2c5.png" alt="Screenshot 2026-11-02 203857.png" width="803" height="432"><figcaption>COHR stock retail sentiment on November 2, as of 10:30 a.m. ET | Source: Stocktwits</figcaption></figure>So far this year, COHR stock has rallied over 9%. By comparison, the Vanguard Morningstar Mid-Cap Growth ETF (<a href="https://stocktwits.com/symbol/VOT">VOT</a>), which holds the stock, has risen just over 2% over the same period.See Also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crowd-strike-expands-core-weave-partnership-to-secure-ai-workloads-brings-falcon-protection-24-7-security-to-cloud-customers/cNG9CqGR9P7">CrowdStrike Expands CoreWeave Partnership To Secure AI Workloads — Brings Falcon Protection, 24/7 Security To Cloud Customers</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a Coherent Corp. logo is seen on a smartphone screen and in the background. 

Coherent (COHR) drew an upgrade from Northland on Monday as Marvell Technology's (MRVL) $115 billion agreement to acquire Lumentum (LITE) put the strategic value of optical technology used in artificial intelligence (AI) data centers in focus.

Coherent Corp

Lumentum Holdings Inc

Marvell Technology Inc

Vanguard Mid-Cap Growth ETF

Fundamental investor

A mix of both

Fundamental analysis looks at earnings, valuation, and business quality, while technical analysis focuses on chart patterns, price action, and indicators, and many investors blend the two. How do you decide what to buy: fundamentals or technicals? Vote and explain your reasoning in the comments.

Feed

News

Sentiment

Fundamentals

Info

VOT Vanguard Mid-Cap Growth ETF

Fundamentals

Latest VOT News