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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 the midterms are weighing on DJT, with traders tying the companys political association with Trump to concerns he is now a lame duck and Congress may be gridlocked. The conversation is overwhelmingly bearish, though a few traders see a possible dip-buying or short-squeeze opportunity.

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 strong quarterly results and raised outlook have drawn attention, but traders are frustrated that the stock sold off despite the news. The debate centers on whether concerns about data-center regulation after the midterms, thin margins, customer concentration and cash conversion outweigh the AI-server growth story; some view the decline as an overreaction, while others question managements credibility and execution.

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 sharp semiconductor selloff as traders fear that Democrats election gains could bring tighter data-center rules or slow AI infrastructure spending, weakening future memory demand. Bulls call the reaction an overblown market rotation and point to persistent AI-driven memory demand, while bears see risks to data-center investment and a cyclical memory downturn.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is under pressure amid election-related fears that tighter Texas and data-center rules could slow AI infrastructure expansion, alongside uncertainty ahead of earnings. Traders debate whether those risks outweigh the value of its existing power and data-center buildout, with some also pointing to a Microsoft contract as a potential cushion.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Fears that a Democratic win in Texas could slow or restrict data-center approvals have driven a sharp selloff in CIFR and other AI-infrastructure stocks. Bears warn that delays could threaten future growth, while bulls argue signed leases and projects already underway are less exposed and that AI demand remains intact.

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 sharp rebound after its earnings-related selloff is driving attention, with traders describing a return to highs and debating whether a post-election rotation into mega-cap safe haven stocks and a short squeeze are behind the move. Bulls point to resilient demand and buying the dip, while skeptics question the rally given margin pressure from rising memory costs and Apples valuation.

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

Sandisk is caught in a sharp memory-stock selloff as traders worry that election-related uncertainty could slow U.S. data-center expansion and weaken future AI memory demand, despite strong results and supply-shortage arguments. The community is split between viewing the decline as a buying opportunity ahead of the stock split and seeing it as a warning that the AI-memory trade has run too far or may face a cyclical downturn.

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 outlook have been overshadowed by a sharp reversal that erased much of its post-earnings gain. Traders debate whether election-related worries about data-center restrictions and AI spending, valuation concerns, or profit-taking drove the fade; bulls view the pullback as an overreaction to the companys growth outlook.

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 Q3 results and sharp share-price rally are driving attention, with traders pointing to strong bookings and profitability while debating the softer Q4 outlook and weakness in Mobility revenue. The CEOs driverless-vehicle expansion plans add to the longer-term discussion, though some question how soon autonomous rides will contribute meaningfully to profits.

Vistra Corp. is a holding company, which engages in the provision of electricity and power generation. It operates through the following segments: Retail, Texas, East, West, and Asset Closure. The Retail segment includes sale of electricity and natural gas to residential, commercial, and industrial customers. The Texas and East segments are involved in electricity generation, wholesale energy sales and purchases, commodity risk management activities, fuel production and fuel logistics management. The West segment represents the company's electricity generation operations in CAISO. The Asset Closure segment refers to the decommissioning and reclamation of retired plants and mines. The company was founded in 1882 and is headquartered in Irving, TX.

Vistra Corp

Vistra is under heavy selling pressure after traders cited a KeyBanc downgrade tied to concerns that Texass Democratic election results could bring tighter data-center and energy-policy rules; the shares are also being discussed as part of a broader pullback in AI-power stocks. The community is split between viewing the move as an overreaction and buying opportunity, and worrying that political uncertainty could weigh on growth.

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Googles credit backstop for TeraWulfs Anthropic lease and a Fluor construction agreement are the main catalysts in focus, with bullish traders viewing them as validation of the AI data-center buildout and a reduction in financing risk. Others remain concerned about debt, heavy investment, execution and upcoming earnings, amid broad weakness in AI-infrastructure stocks.

The decline appears tied to broader pressure on AI and data-center stocks, with traders also citing uncertainty over the midterm results and potential data-center regulation. TeraWulfs Google-backed financing news was viewed positively, but selling after a sharp prior rally and caution ahead of earnings may have added pressure.

Circle Internet Group, Inc. (CRCL) Tops Q3 Earnings and Revenue Estimates

Circle Internet Group, Inc. (CRCL) delivered earnings and revenue surprises of +100.00% and +7.96%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

What To Expect In Markets This Week: AAPL, PLTR, AMD, SMCI, SHOP, Earnings, Jobs Report And More

Equity

The week will bring results from some of the market’s most closely watched technology companies, while a major labor-market report could provide an important read on the health of the U.S. economy.

Earnings Preview: TeraWulf Inc. (WULF) Q3 Earnings Expected to Decline

TeraWulf (WULF) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Bitcoin Outperforms Grayscale’s AI Compute ETF As AI Cloud Stocks Slide 

Grayscale has recently added CoreWeave, Nebius and DigitalOcean to its AI Compute ETF, which together make up about 26% of the fund.


TeraWulf CEO Paul Prager Turns Elon Musk’s ‘Stranded Compute’ Warning Into A Buying Pitch

TeraWulf announced a shift in its business strategy to data centers for AI and high-performance computing clients back in 2024.


WULF Stock Hits Six-Month Weekly Low As TeraWulf Secures Larger Credit Line For AI Data Center Expansion

The "uncommitted accordion" provision of TeraWulf's modified facility could add $150 million in commitments, subject to lender clearance and other conditions

IREN vs. TeraWulf: Which AI Infrastructure Stock Carries Less Risk Now?

IREN and TeraWulf face mounting AI infrastructure costs, construction hurdles and financing risks. How do their revenue prospects and valuations compare?

S&P 500, Nasdaq Gain, Powered By Meta, Tesla Stock — SPCX, META, TSLA, SKYD, IBM In Focus

Meta reported earnings that beat expectations, while narrowing its capex plans. 

Here Are Morgan Stanley's Top AI-Sector Bullish Plays This Earnings Season 

Morgan Stanley has highlighted Western Digital, TeraWulf, and Williams Companies as standout beneficiaries of accelerating artificial intelligence infrastructure demand.

Gene Munster Points to 'Good News for Neoclouds' in SpaceX Earnings: IREN, TeraWulf Bounce

SpaceX's strong Q3 AI compute results eased neocloud fears, with Gene Munster saying demand remains robust and oversupply concerns are misplaced.read more...

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TeraWulf Inc.

TeraWulf develops and operates large-scale digital infrastructure designed for AI and high-performance computing workloads. Built on deep expertise in energy markets and grid integration, the company approaches compute infrastructure from the foundation up - securing power, developing scalable sites, and operating with disciplined execution. Led by co-founders Paul Prager and Nazar Khan.

TeraWulf Inc

Bullish Sentiment

<ul class="summary-bullets"><li>Apple and Palantir are set to report on Monday after the closing bell, followed by AMD and Super Micro Computer on Tuesday.</li><li>Other major companies reporting their latest quarterly results this week are Uber, Snap, Shopify, Pfizer and Moderna.</li><li>The week will end with the October jobs report from the Bureau of Labor Statistics on Friday, giving investors a fresh look at the health of the U.S. labor market.</li></ul>U.S. markets are heading into another busy week, with corporate earnings, key economic data and several potential market-moving developments on the calendar. After a volatile end to October, investors will be looking for fresh signals on the strength of the economy and the outlook for risk assets.The week will bring results from some of the market’s most closely watched technology companies, while a major labor-market report could provide an important read on the health of the U.S. economy.Investors will also be watching comments from Federal Reserve officials for clues about how policymakers are viewing the path for interest rates.<h2 class="st-heading-2">AAPL, PLTR, AMD, SMCI Earnings In Focus</h2>Apple Inc. (AAPL) and Palantir Technologies Inc. (PLTR) are set to report on Monday after the closing bell, followed by Advanced Micro Devices Inc. (AMD) and Super Micro Computer Inc. (SMCI) on Tuesday.Investors will be watching not just the headline numbers, but also what the companies say about demand and the outlook for AI-related spending.Apple is expected to report earnings per share (EPS) of $1.98 on revenue of $113.27 billion, according to Fiscal.ai data. Palantir is expected to report an EPS of $0.41 on revenue of $2.18 billion.Wall Street expects AMD to bring in revenue of $13.1 billion and an EPS of $1.94 during the quarter, while SMCI is expected to report revenue of $16.26 billion and an EPS of $1.23.Other major companies reporting their latest quarterly results this week are Uber Technologies Inc. (UBER), Shopify Inc. (SHOP), Navitas Semiconductor Corp. (NVTS), Pfizer Inc. (PFE), Astera Labs Inc. (ALAB), Moderna Inc. (MRNA), Oklo Inc. (OKLO), Trump Media &amp; Technology Group Corp. (DJT), Terawulf Inc. (WULF), and Snap Inc. (SNAP), among others.<h2 class="st-heading-2">Jobs Report, Hammack Speech In Focus</h2>The week will end with the October jobs report from the Bureau of Labor Statistics on Friday, giving investors a fresh look at the health of the U.S. labor market after a relatively weak September reading. The report could also shape expectations for the Federal Reserve’s next policy moves.According to a Dow Jones estimate&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.marketwatch.com/economy-politics/calendar">compiled</a> by MarketWatch, the U.S. economy is expected to see an addition of about 55,000 jobs in September, compared to 29,000 in August.Cleveland Fed President Beth Hammack is scheduled to speak Thursday, giving markets another opportunity to assess the central bank’s thinking on rates. Hammack was one of two Fed officials who dissented in favor of a rate hike at the October meeting.Federal Reserve Bank of St. Louis President Alberto Musalem is set to speak at the Greater St. Louis Inc. event on Friday.The iShares 20+ Year Treasury Bond ETF (TLT) declined 0.23% in Friday’s after-hours session, while the iShares 7-10 Year Treasury Bond ETF (IEF) edged 0.02% lower.During the after-hours session on Friday, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, gained 0.19%; the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) rose 0.33%; and the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) edged up by 0.1%. Retail sentiment on Stocktwits toward the S&amp;P 500 ETF was in the ‘bullish’ territory at the time of writing.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/jpmorgan-ai-boom-rare-profit-cycle-big-risk-investors-watch/cNGeABmR925">JPMorgan Says AI Boom Is Driving A ‘Rare’ Profit Cycle — But There’s A Big Risk Investors Should Watch</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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Yes, I'm buying

No, staying away

Just holding what I have

Neocloud stocks are sliding hard today as investors reprice the group against fresh AI overspend fears following a Wall Street Journal report on $3 trillion in off-balance-sheet hyperscaler commitments. Are you buying the dip on neocloud stocks today? Vote and explain your reasoning in the comments.

Are you buying the dip on neocloud stocks today?

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Investors are weighing the impact of the major Google credit backstop and $19B Anthropic lease agreement on long-term project financing.

Traders are intensely debating whether potential Democratic shifts in policy pose a fundamental threat to data center development.

A battleground is brewing between bullish retail holders eyeing a short squeeze and bearish traders anticipating further downside.

Nervous sentiment surrounds upcoming quarterly reports with many traders fearing volatility and debating whether to hold or sell.

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