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

A sharp broad-market selloff, with traders linking pressure to fears that post-midterm AI regulation could slow data-center investment and weighing broader tech and semiconductor weakness, is dominating SPY discussion. Bears warn of further downside, while dip buyers call the drop overdone and look for a rebound.

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

Nvidias steep selloff is tied to broader AI and semiconductor weakness as traders fear the election outcome could bring tighter restrictions or delays for data-center construction, threatening the pace of AI infrastructure spending. The community is split between viewing the drop as panic and a buying opportunity and worrying that slower buildout could expose an AI-investment bubble.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is under heavy selling pressure as traders worry that political pushback against data centers could slow AI infrastructure spending, adding to concerns that the AI trade is overvalued and vulnerable to forced selling. The community is split between seeing a deeper AI-led unwind and viewing the drop as an overreaction that may draw dip buyers.

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

Direxion Daily Semiconductor Bull 3X Shares

A sharp semiconductor and tech selloff, amid fears that AI infrastructure spending could slow and speculation about political pressure on data centers, has hammered the 3x leveraged SOXL fund. Traders are split between calling the drop an oversold buying opportunity and warning that forced selling and leverage could drive further losses.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Wendys rejection of Trian Partners takeover proposal and adoption of a limited-duration shareholder rights plan dominate discussion, with many traders calling the bid too low and hoping for a higher offer. Others question the companys weak sales and turnaround prospects, while speculation about a short squeeze remains prominent.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

A steep selloff ahead of the earnings report has put AAOIs results and outlook at the center of discussion, amid broader worries about AI infrastructure spending and photonics stocks. Traders are split between buying the pullback in anticipation of strong results and expecting further losses if the report or guidance disappoints.

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 heavy pressure ahead of its quarterly report as traders weigh reports of delays at its Texas Childress data-center project tied to Microsofts AI-capacity spending, alongside weakness across AI infrastructure stocks and concerns about regulation. The community is split between expecting further downside if management confirms execution or financing problems and viewing the selloff as overdone if results and guidance reassure investors.

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 worry that new AI regulation and possible data-center restrictions could slow infrastructure spending and chip demand. The community is split between dip buyers citing persistent memory demand and strong fundamentals, and bears expecting further declines amid AI-trade fears and forced selling.

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

AMD is caught in a broad semiconductor and AI-stock selloff as traders worry that a Democratic-controlled Congress and data-center policy scrutiny could slow AI infrastructure spending. The stocks decline despite strong results has fueled debate over whether the move is an overreactionwith many traders buying the dipor a sign of deeper concerns about AI valuations and capex.

Vanguard Index Funds - Vanguard S&P 500 ETF

Vanguard S&P 500 ETF

A sharp broad-market selloff has put VOO in focus, with traders attributing the drop to political uncertainty and a possible unwind in AI and technology stocks. Reactions are split between dip-buyers and investors warning of a deeper downturn.

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APP Stock On Track To Log Best Day in Nearly 2 Years: Analyst Says Q3 ‘Directly Challenges’ Slowdown Fears

Equity

Wall Street welcomed the new ad model, seeing further room for growth as the rollout expands.


APP Stock Soars Over 20% Overnight After Record Q3 – CEO Says Its AI Model Has More Room To Run

AppLovin posted record third-quarter results, with revenue rising 55% and net income jumping 72%. 

DIS Stock Ticks Higher Overnight: Disney Reportedly Weighs Thousands Of Job Cuts In Fresh Cost-Cutting Push Under Josh D’Amaro 

Disney is considering thousands of job cuts as CEO Josh D’Amaro pushes for lower costs.


RDDT Stock On Track For Worst Single-Day Drop Ever — Analysts Cut Targets Over Google Search Traffic Concerns

Reddit's earnings beat was overshadowed by disappointing user growth, weaker fourth-quarter revenue guidance and uncertainty surrounding its shift toward logged-in access.

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.


Alphabet Stock Slides on Earnings Woes: ETFs in the Limelight

Alphabet's earnings miss, rising cash burn and soaring AI investments rattle investors. Here are some Alphabet-heavy ETFs to watch.

Why Meta Is a Good Bet Despite Huge AI Spending: ETFs in Focus

Meta is ramping up AI spending with a massive capital raise, raising cash-flow concerns. Explore its growth drivers, valuation and ETFs offering exposure to the stock.

SKYD Stock Gets JPMorgan Upgrade: Analyst Sees Skydance Gaining Ground On Netflix, Disney With Warner Bros. Deal

JPMorgan said the acquisition presents Skydance with opportunities to improve content monetization and reduce costs.


Cathie Wood's ARK Loads Up 38,110 Meta Shares Across 3 ETFs Despite Mounting AI Spending Concerns

ARK's purchases came as Meta stock fell nearly 7% on Thursday, with investors weighing strong advertising growth and early Muse adoption against rising AI infrastructure costs.

CMCSA Stock Dips Overnight: Comcast Faces Target Cuts As Broadband Losses Remain A Concern 

Goldman Sachs and Citi cut Comcast’s price targets amid broadband losses and satellite competition. 


Select Sector SPDR Trust (The) - State Street Communication Services Select Sector SPDR ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Oppenheimer raised its price target on APP stock, citing that AppLovin’s Q3 results had restored investor confidence in AppLovin’s execution.&nbsp;</li><li>Meanwhile, Morgan Stanley called AppLovin’s new advertising revenue model a “major” breakthrough for the company’s gaming business.&nbsp;</li><li>BTIG, Piper Sandler and others also credited the new model for stronger gaming advertising growth.</li></ul>AppLovin (APP) shares jumped in the morning trade on Thursday, on track for their best day in nearly two years, after the company’s third-quarter results eased Wall Street’s concerns about declining growth.According to a note to investors cited by TheFly, Morgan Stanley raised its price target on APP stock to $450 from $400 and kept an ‘Overweight’ rating. The firm said the third quarter (Q3) results “directly challenge concerns” that AppLovin’s growth was slowing because of a lack of innovation and rising competition. It called the company’s new ad model a “major model breakthrough” for its core gaming business.<a href="https://stocktwits.com/symbol/APP">APP stock</a> rocketed over 32% in the morning trade and was among the top-trending tickers on Stocktwits at the time of writing. The last time the shares saw a comparable surge was in late November 2024.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261105_101331878_d33ecea6a3.png" alt="koyfin_20261105_101331878.png" width="2400" height="1240"><figcaption>APP daily gains over the past two years on November 5 as of 10:15 a.m. ET | Koyfin</figcaption></figure><h2 class="st-heading-2">Wall Street Hikes APP Stock Price Targets After Earnings</h2>Among the price target hikes cited by TheFly, Evercore ISI set the highest target for Applovin shares, raising it to $540 from $510 with an ‘Outperform’ rating.&nbsp;<img src="https://news.stocktwits-cdn.com/KBX_4y_app_stock_price_target_hikes_after_q3_earnings_07984a4fb3.png" alt="KBX4y-app-stock-price-target-hikes-after-q3-earnings-.png">Oppenheimer, which raised its price target to $520 from $490, echoed Morgan Stanley's sentiment, stating that AppLovin’s Q3 results restored investor confidence in its execution.&nbsp;Meanwhile, Goldman Sachs raised its target to $445 from $400 but kept a ‘Neutral’ rating of APP stock.&nbsp;<h2 class="st-heading-2">AppLovin’s New Ad Model Draws Wall Street’s Attention</h2>AppLovin operates an advertising platform that helps app developers, particularly mobile game makers, find new users. Its software uses data to predict which ads are most likely to prompt users to take action.During the quarter, the company began rolling out a new version of that technology. BTIG described it as a hybrid of a recommendation system and a large language model, the technology used in AI chatbots. The firm called the rollout a key driver of the quarter’s results, while noting that further deployment could lead to additional estimate revisions.Piper Sandler also pointed to the new model’s contribution to gaming growth, saying it had a “material impact” during the quarter. The firm described the results as AppLovin’s strongest revenue beat since the first quarter of 2025, despite “largely negative buyside sentiment” heading into the report.CEO Adam Foroughi said on the earnings call that the new design allows AppLovin to train larger models and gives the company more room to improve the technology. He did not provide a timeline for completing the rollout.<h2 class="st-heading-2">APP Q3 Earnings Recap</h2>AppLovin’s Q3 revenue rose 55% from a year earlier to $2.19 billion, topping analyst estimates of $2.07 billion, according to Koyfin, and coming about $100 million above the high end of the company’s own forecast. Revenue from its gaming advertising business increased nearly 50%.The company reported earnings per share (EPS) of $4.30, beating the consensus estimate of $4.03. It forecast fourth-quarter revenue of $2.37 billion to $2.40 billion, above analysts’ estimate of $2.25 billion.&nbsp;Competitor Unity Software (U)&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/unity-stock-11-month-high-after-first-gaap-profit-ceo-says-flywheel-is-kicking-in/cNG1kBvR94b">reported</a> its quarterly results before the bell on Thursday, showing growth in its AI-powered Vector advertising engine.&nbsp;<a href="https://stocktwits.com/symbol/U">U stock</a> was up around 10% at the time of writing.&nbsp;<h2 class="st-heading-2">How Is Retail Feeling About APP Stock?</h2>On Stocktwits, retail sentiment around APP stock shifted to ‘extremely bullish’ from ‘bullish’ territory over the past day, while chatter increased to ‘extremely high’ from ‘high’ levels. Platform data showed an over 700% increase in message volume in the last 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/image_51_2dc72fc6f2.png" alt="image (51).png" width="1264" height="686"><figcaption>APP stock retail sentiment on November 5 as of 10:30 a.m. ET | Source: Stocktwits</figcaption></figure>Despite Thursday’s rally, APP stock remains down by over 40% for the year.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvda-intc-stocks-look-cheaper-than-amd-against-fair-value/cNG1iYXR9EM">AMD Faces Nvidia Software Hurdle, While Intel Could Reclaim PC Market Share, Morningstar Says</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the AppLovin Corporation logo is seen displayed on a smartphone screen. (Photo Illustration by Igor Golovniov/SOPA Images/LightRocket via Getty Images)

AppLovin (APP) shares jumped in the morning trade on Thursday, on track for their best day in nearly two years, after the company’s third-quarter results eased Wall Street’s concerns about declining growth.

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