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Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intels weaker-than-expected outlook after its quarterly reportciting softness in the PC market and manufacturing constraintshas driven a sharp selloff despite stronger data-center demand. Traders are split between viewing the drop as an overreaction and expecting further declines as near-term growth and execution concerns weigh on sentiment.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is drawing attention after reports of a major Binance security breach coincided with a sharp crypto selloff, prompting concerns about exchange security and confidence across the sector. Traders are split between warning of further downside and treating the pullback as a buying opportunity, with some arguing the incident affected an exchange rather than Bitcoin itself.

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

SanDisks strong quarterly results and raised outlook were followed by a sharp selloff, prompting widespread frustration that the stock fell despite the beat. Traders debate whether broader tech weakness and profit-taking explain the move, while some cite concerns about memory pricing and Kioxias outlook; others argue demand and fundamentals remain strong.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Bitcoin weakness tied to reports of a major Binance security incident is weighing on MSTR alongside mixed Q3 results: revenue missed, while reported profit was largely driven by gains on Bitcoin holdings, and the company disclosed a CFO transition. Traders are split between viewing the selloff as a crypto-driven buying opportunity and citing dilution, dividend obligations, and leadership uncertainty as reasons for caution.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons quarterly results and outlook have weighed on the stock, as investors focus on heavy AI infrastructure spending and negative free cash flow despite accelerating AWS growth. Traders are divided between concern that spending may outrun returns and views that the selloff is an overreaction to investment in a fast-growing cloud business.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apples unusual resilience while other mega-cap and AI stocks sell off is widely attributed by traders to a rotation into the stock as a safe haven and an anti-AI-capex hedge. The strength is drawing skepticism over its high valuation and whether it can hold up through earnings, while bulls view its cash generation and lower AI spending as defensive advantages.

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Weak technology earnings and doubts about returns on heavy AI spendingparticularly after Amazon and Intel resultsare fueling concern about a broader tech-led pullback. Traders are split between calling it an AI-trade unwind and treating the decline as a buyable dip, with some noting SPY has held up better than tech-heavy QQQ.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddits selloff follows weaker-than-expected fourth-quarter revenue guidance, a miss on user growth, and managements warning that Google search referrals are declining; plans to test logged-in-only access have added concern that traffic could fall further. Traders are debating whether the reaction is excessive given strong revenue growth, while many focus on the risks to users and future growth.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Weak Amazon and Intel results have intensified selling across technology and chip stocks, with traders focused on whether heavy AI infrastructure spending will generate adequate returns. The community is debating whether the pullback signals an AI-trade bubble bursting or a buying opportunity, while some also cite rising oil and geopolitical uncertainty as added pressure.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivians quarterly results beat expectations as R2 deliveries ramped, and the company raised its full-year delivery outlook, prompting optimism about improving execution and growth. Traders remain divided over whether the stronger outlook can offset ongoing losses and cash burn, while some also caution that the post-earnings move may fade; speculation about a Walmart van deal remains unconfirmed.

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RIVN Jumps 5% After-Hours As Rivian Lifts Full-Year Outlook And Reaffirms Volkswagen Partnership

Equity

Rivian raised full-year delivery guidance to 67,000–70,000 units from 65,000–70,000, as the company ramps production of its R2 SUV. 


RDDT Stock Drops As Soft Q4 Revenue Guidance, Search Traffic Decline And Logged-In-Only Transition Weigh

Huffman noted that search referral traffic “was down meaningfully in Q3, with the decline accelerating later in the quarter” and continuing into the new quarter.


Jensen Huang Says Nvidia Counted All GPUs At Firm Under Probe For Spying For China 

Nvidia described Megaspeed as a typical regional cloud customer.


SBUX Stock Dips As China Restructuring Weighs On Q4 Revenue Despite Stronger Comparable Sales

The company’s consolidated net revenues fell 4% to $9.1 billion in the fiscal fourth quarter, below Wall Street estimates of $9.23 billion. 


ASTS Stock Gains On FCC Plan To Expand Direct-To-Phone Spectrum

The FCC on Thursday adopted a proposal that would expand the amount of spectrum available for “supplemental coverage from space,” a system that lets satellites use wireless carriers’ licensed airwaves to reach customers outside normal tower range.


ALNY Stock Hits Fresh 52-Week Low On Medicare Access Worries And Pipeline Delays

Alnylam management said it now expects full-year TTR product sales to land at the low end of its $4.2 billion to $4.5 billion range.


CVNA Stock On Track For Best Day In Nearly 14 Months As Morgan Stanley Terms It Top Pick On ‘Strong’ Q3 Report 

CVNA stock is now on track for its best day since late July 2025, if the gains hold.  

NOW Stock Declines Double Digits After Hours On Earnings Miss And AI Concerns

The software maker posted quarterly adjusted earnings of $1.00 per share, below the $1.17 analysts had expected, according to data from Fiscal AI.


NVDA Stock Edges Down On DOJ Interest In $12.9 Billion Hugging Face Acquisition

According to a report from Reuters, citing people familiar with the matter, department officials have asked whether the Hugging Face deal would allow Nvidia to control a key distribution point for AI models and tools. 


HIMS Stock Jumps 5% After HHS Temporarily Clears Compounding Of Six Peptides

HHS said it will not go after state-licensed pharmacies, federal facilities, or licensed doctors for compounding six peptides—BPC-157, Epitalon, KPV, MOTS-c, Semax, and TB-500. 

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<ul class="summary-bullets"><li>The EV maker’s consolidated revenue reached $2.155 billion in the third quarter, up 38% year-over-year.</li><li>Scaringe said the first real output from the joint venture with Volkswagen will launch next year: Volkswagen’s ID.EVERY1, a roughly €20,000 electric vehicle for Europe.</li><li>Scaringe said the second R2 production shift has started in Normal, Illinois, with the manufacturing run rate expected to rise over coming quarters.</li></ul><p>Shares of Rivian Automotive (RIVN) rose roughly 5% after-hours on Thursday after the company raised its full-year delivery outlook citing strong demand for its R2 SUV, while also reiterating conviction in its partnership with German automaker Volkswagen.</p><h2 class="st-heading-2">RIVN Reports Strong Q3 Performance</h2><p>The EV maker’s consolidated revenue reached $2.16 billion in the quarter, up 38% year-over-year. Automotive revenue was $1.55 billion, while software and services revenue grew 45% to $605 million. Adjusted net loss per share in the quarter narrowed to $0.48, compared to an estimated loss of $0.56. &nbsp;</p><p>Roughly 60% of Rivian’s software and services revenue came from its joint venture with Volkswagen Group. To date, Rivian has received $5.3 billion of the $5.8 billion in expected capital commitments tied to the joint venture, with the remaining $460 million anticipated in late 2027, CEO RJ Scaringe said.</p><p>Scaringe said the first real output from the joint venture will launch next year: Volkswagen’s ID.EVERY1, a roughly €20,000 electric vehicle for Europe. “It’s a wonderful way to demonstrate the capabilities of our technology outside of the Rivian brand and outside the U.S. market,” he said.</p><p>The conviction reiteration comes on the heels of a report from earlier this week that Volkswagen is considering incorporating the software developed with Chinese automaker XPeng for some of its European models, raising concerns that it might reduce the relevance of Rivian and <a href="https://stocktwits.com/news-articles/markets/equity/rivn-stock-hits-fresh-52-week-lows-after-partner-volkswagen-reportedly-weighs-xpeng-software-for-european-cars/cZU3L5zRBze">pulling the stock down.</a></p><p>Scaringe also expressed optimism for technology partnerships with other automakers, though the near-term focus remains on Rivian programs and the Volkswagen Group programs, he added.</p><h2 class="st-heading-2">Rivian’s R2 Ramps Fast</h2><p>Scaringe noted that &nbsp;the company’s new R2 vehicle, deliveries of which started in June, “is already our best-selling vehicle by volume, outselling both R1 and EDV.” Rivian is still shipping only the Launch Edition R2, with cheaper variants planned for late 2026 and 2027.</p><p>The company chief said the second R2 production shift has started in Normal, Illinois, with the manufacturing run rate expected to rise over coming quarters. The company expects R2 to represent the majority of total delivery volume in the fourth quarter.</p><h2 class="st-heading-2">RIVN’s Other Partnerships</h2><p>In addition to Volkswagen, Rivian has partnerships in place with retail giant Amazon.com and ride-hailing platform Uber. Scaringe said on Thursday that the company has begun delivering new Amazon electric delivery van (EDV) variants designed for broader rural routes, including all-wheel drive and a larger battery pack with 30% more range. The EDV is Rivian’s only vehicle targeted to fleet customers; Amazon is the largest named customer with an order in place for up to 100,000 units.</p><p>Rivian also remains on track for a year-end milestone under its Uber partnership, aimed at deploying its vehicles as robotaxis on the ride-hailing platform, which is expected to unlock an additional $250 million equity investment.</p><h2 class="st-heading-2">Guidance And Path Forward</h2><p>Rivian raised full-year delivery guidance to 67,000–70,000 units from 65,000–70,000. It now expects adjusted core losses of $1.85 billion to $1.75 billion, a $100 million improvement at the midpoint, and lowered 2026 capital expenditure guidance to $1.4 billion–$1.5 billion. Management said it expects to achieve a positive automotive gross margin exit rate for the year, supported by R2 scaling. The company ended the quarter with about $5.5 billion in cash and short-term investments.</p><h2 class="st-heading-2">How Did RIVN Retail Traders React?</h2><p>On Stocktwits, retail sentiment around <a class="mention" data-mention="$RIVN" data-symbol-id="RIVN" href="https://stocktwits.com/symbol/RIVN" target="_blank">RIVN stock</a> jumped from 'bullish' to 'extremely bullish' territory over the past 24 hours, while message volume stayed at 'high' levels.</p><p>A Stocktwits user expressed disappointment, noting that the company still looks far from achieving profitability.</p><p><stembedurl>https://stocktwits.com/Conan2315/message/667709089</stembedurl></p><p>Another user noted that the company has a “real opportunity” in the autonomous delivery business which is being overlooked.</p><p><stembedurl>https://stocktwits.com/Pzzzeudo/message/667707142</stembedurl></p><p>RIVN stock has dropped 42% year-to-date.&nbsp;</p><p>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/rddt-stock-drops-as-soft-q4-revenue-guidance-search-traffic-decline-and-logged-in-only-transition-weigh/cZUXTMwR9Rh">RDDT Stock Drops As Soft Q4 Revenue Guidance, Search Traffic Decline And Logged-In-Only Transition Weigh</a></p><p>For updates and corrections, email newsroom[at]stocktwits[dot]com.</p>

A Rivian R2 pauses during the Rivian Electric Joy Ride experience during the SXSW Conference & Festivals on March 18, 2026 in Austin, Texas. (Photo by Hutton Supancic/SXSW Conference & Festivals via Getty Images)

Rivian raised full-year delivery guidance to 67,000–70,000 units from 65,000–70,000, as the company ramps production of its R2 SUV. 

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