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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

Nvidia is caught in a broad semiconductor and AI-stock selloff as traders worry that post-election opposition and possible data-center restrictions could slow AI infrastructure spending, with concerns about crowded valuations and forced liquidations adding pressure. The community is split between viewing the decline as an overreaction and buying the dip, and seeing it as the start of a deeper AI-trade unwind.

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

A steep broad-market selloff has sparked debate over fears that Democratic gains could bring tighter AI oversight and slow data-center investment, alongside concerns about stretched valuations and forced selling. Traders disagree on whether the drop marks a deeper correction or an overreaction, with some looking for a rebound and others expecting more downside.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is drawing attention after a steep tech-led selloff, with traders linking the pressure to fears that a Democratic-controlled Congress could constrain AI and data-center expansion. Some view the move as an overreaction and buying opportunity, while others point to AI valuation concerns and possible forced selling as reasons for caution; the policy impact remains uncertain.

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

A broad semiconductor and AI-stock selloff, fueled by fears that Democratic control of Congress and calls to regulate or pause advanced AI could slow data-center investment, is driving attention to Micron. Traders are split between seeing an overreaction and buying the dip on continued memory demand, and warning that uncertainty around AI spending could mean further downside.

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

A sharp semiconductor and AI-linked selloff, tied by traders to fears that Democratic control could bring tighter AI and data-center rules and slow infrastructure spending, is driving attention to SNDK. Bulls call the decline an overreaction and point to memory demand, while bears see an AI-trade unwind and further downside; some traders also blame broad deleveraging.

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 fear a Democratic-controlled Congress could increase scrutiny of data centers and slow the AI buildout. The community is split between expecting further losses and viewing the drop as an overreaction, pointing to AMDs strong results and continued AI demand as reasons for optimism.

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

Direxion Daily Semiconductor Bull 3X Shares

SOXL is plunging alongside a sharp semiconductor and broader tech selloff, as traders debate fears of a slowdown in AI and data-center investmentsome linked to election-related policy concernsagainst the possibility of forced selling and leveraged-position unwinds. The steep decline has prompted panic and bearish calls, while other traders see an overreaction and are buying for a potential rebound; SOXLs 3x daily leverage amplifies the volatility.

ProShares Trust - ProShares UltraPro QQQ 3x Shares

ProShares UltraPro QQQ

A sharp Nasdaq and technology-stock selloff, amid concerns about AI spending and semiconductor weakness, has weighed on TQQQ, whose daily leverage amplifies index moves. Traders are divided between buying the oversold dip for a rebound and expecting further downside, with some pointing to heavier put activity as a sign of caution.

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 widely tied to traders concerns that the midterm election results could bring greater political scrutiny of Elon Musk and regulatory hurdles for a potential TeslaSpaceX merger, alongside a broader tech-market decline. The discussion is heavily bearish, though some traders view the drop as an oversold dip-buying opportunity; the merger and regulatory risks remain concerns rather than confirmed outcomes.

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 reports of delays at its Texas data-center site tied to Microsoft, alongside a broad selloff in AI-infrastructure stocks and concerns about political and regulatory risks. Traders are divided between viewing the steep decline as a buying opportunity and fearing that execution issues or weak earnings guidance could deepen the selloff.

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Yum (YUM) Reports Q3 Earnings: What Key Metrics Have to Say

The headline numbers for Yum (YUM) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

This Yum! Brands Analyst Raises Price Target After Q3 Results

Yum shares rise after Q3 results; TD Cowen keeps Buy, lifts target, citing Taco Bell recovery and KFC international growth.read more...

If You Invested $100 In Yum Brands Stock 20 Years Ago, You Would Have This Much Today

Yum Brands (NYSE:YUM) has outperformed the market over the past 20 years by 1.61% on an annualized basis producing an average annual return of 10.55%. Currently, Yum Brands has a market capitalization of $42.86 billion.read more...

KFC Brings the Doom: New Marvel-Inspired Menu Lands Ahead of Marvel Studios' "Avengers: Doomsday"

KFC Brings the Doom: New Marvel-Inspired Menu Lands Ahead of Marvel Studios' "Avengers: Doomsday" KFC Brings the Doom: New Marvel-Inspired Menu Lands Ahead of Marvel Studios' "Avengers: Doomsday"PR NewswireLAUSANNE, Switzerland, Nov. 4, 2026 The venture marks KFC's largest global collaboration yet...

YUM Stock Up on Q3 Earnings Beat, Revenues Miss on Taco Bell Weakness

Yum! Brands beats Q3 earnings estimates as KFC's global expansion supports growth, while Taco Bell's U.S. sales weakness weighs on results.

Yum China Holdings Q3 2026 Earnings Call Transcript

Yum China Holdings (NYSE:YUMC) reported third-quarter financial results on Tuesday. The transcript from the company's third-quarter earnings call has been provided below.This transcript is brought to you by Benzingaread more...

More Customers, Smaller Bills: What's Going On at KFC and Pizza Hut in China?

Yum China stock fell ~5% premarket on mixed Q3 results: EPS topped estimates at 91?, but revenue missed despite margin growth.read more...

Yum Brands (YUM) Surpasses Q3 Earnings Estimates

Yum (YUM) delivered earnings and revenue surprises of +6.12% and -0.10%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Yum Brands earnings beat estimates, but cyclospora outbreak weighs on Taco Bell

Taco Bell's same-store sales declined as a Cyclospora outbreak tied to lettuce served at its restaurants weighed on traffic...

Yum! Brands Reports Third-Quarter Results

Yum! Brands, Inc. (NYSE: YUM) today reported results for the third quarter ended September 30, 2026. Third-quarter GAAP EPS was $5.92 and third-quarter EPS excluding Special Items was $1.56. This press release features multimedia. View the full release here...

$YUM Q3 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of $1.56 down -1.27% YoY
• Reported revenue of $2.05B up 3.79% YoY
• Yum! Brands targets, on average over an extended period, 5% unit growth, 7% system sales growth excluding F/X, and at least 8% Core Operating Profit Growth.

Stocktwits

Yum Brands Inc.

 Q3 '26 Earnings Results & Recap

• Reported GAAP EPS of $1.56 down -1.27% YoY
• Reported revenue of $2.05B up 3.79% YoY
• Yum! Brands targets, on average over an extended period, 5% unit growth, 7% system sales growth excluding F/X, and at least 8% Core Operating Profit Growth.

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Stocktwits Earnings

• Reported GAAP EPS of $1.56 down -1.27% YoY
• Reported revenue of $2.05B up 3.79% YoY
• Yum! Brands targets, on average over an extended period, 5% unit growth, 7% system sales growth excluding F/X, and at least 8% Core Operating Profit Growth.

Yum! Brands reported Taco Bell U.S. sales and same-store sales declines alongside lower division operating margin, declining KFC U.S. system sales, and the cyclospora outbreak's stated sales and recovery risks.

Yum! Brands reported 7% KFC unit growth and 878 openings, Taco Bell International sales and same-store sales growth, and completed Pizza Hut divestitures with a $1.7B pre-tax gain.

Yum! Brands, Inc. is a service restaurant company, which engages in the development, operation, franchise, and licenses of a system of restaurants. It operates through the following segments: KFC Division, Pizza Hut Division, Taco Bell Division, and Habit Burger Grill Division. The company was founded in 1997 and is headquartered in Louisville, KY.

PEP Stock Gains After PepsiCo Locks In 11 More Years With Taco Bell Following KFC Loss To Coke

Equity

Bullish Sentiment

<ul class="summary-bullets"><li>PepsiCo will continue as Taco Bell’s beverage partner in Canada, the U.K., Ireland and Thailand, extending the relationship beyond the U.S.</li><li>PepsiCo plans to continue supplying brands including Pepsi, Mountain Dew, Starry and Taco Bell exclusives Baja Blast and Baja Midnight.</li><li>The renewal follows KFC’s decision to switch its U.S. beverage business to Coca-Cola, ending its nearly 40-year partnership with PepsiCo.</li></ul>Shares of PepsiCo (<a href="https://stocktwits.com/symbol/PEP">PEP</a>) traded 2% higher on Thursday after the beverage giant announced an 11-year renewal of its U.S. partnership with Taco Bell, extending the deal through 2036.&nbsp;The announcement comes about a week after KFC chose Coca-Cola (KO) as its U.S. beverage partner, ending its nearly 40-year relationship with PepsiCo. Both KFC and Taco Bell are part of Yum Brands (YUM).&nbsp;<a href="https://stocktwits.com/symbol/YUM">YUM stock</a> gained around 1% in midday trade, despite broader market weakness.“Together, we have co-created products consumers love, from the iconic Mountain Dew Baja Blast to DORITOS Locos Tacos,” said Anne Fink, president of PepsiCo Global Away From Home. She said the companies would continue working together on new offerings.<h2 class="st-heading-2">PepsiCo, Taco Bell Plan New Beverage Offerings</h2>Under the renewed agreement, PepsiCo’s beverage portfolio, including Pepsi, Pepsi Zero Sugar, Mountain Dew and Starry, will continue to be available at participating Taco Bell, Taco Bell Cantina and Live Mas Cafe locations. The lineup also includes Taco Bell exclusives Mountain Dew Baja Blast and Baja Midnight.The companies plan to focus on crafted, functional and energy beverages, including energy offerings designed to appeal to Gen Z consumers and open up new morning and afternoon occasions.Mountain Dew Baja Blast has grown into a billion-dollar brand, according to the companies. Their Doritos Locos Tacos collaboration will mark its 15th anniversary in 2027, with new flavors planned.Meg Farren, Taco Bell’s president of North America, said, “PepsiCo has been a trusted partner for over two decades, and we look forward to continuing to work hand-in-hand to drive long-term growth for the Taco Bell brand.”PepsiCo will remain Taco Bell’s beverage partner in Canada, the U.K., Ireland and Thailand. The companies also plan to develop localized drinks and market-specific programs in those countries.<h2 class="st-heading-2">KFC Switch Puts Restaurant Partnerships In Focus</h2>KFC’s move to Coca-Cola applies to its U.S. restaurants. The transition is expected to begin in January 2027, with Coca-Cola products planned across U.S. locations by spring.According to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/retail-consumer/kfc-switch-coke-puts-pepsicos-food-service-ties-focus-analysts-say-2026-10-16/">report</a>, Bank of America analysts estimated that losing the KFC account represents about $500 million in annual sales for PepsiCo, equivalent to roughly 3% of Pepsi Beverages North America’s concentrate sales.According to a Wall Street Journal report published earlier this month, PepsiCo will still&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/kfc-dumps-pepsi-for-coke-in-us-restaurants-starting-2027-pep-stock-drops/cZxhBQrRBrl">supply</a> beverages to Taco Bell and many KFC international markets. While the KFC switch removes a long-standing U.S. account, the Taco Bell renewal keeps another major restaurant partnership in place.<h2 class="st-heading-2">How Retail Views PEP</h2>On Stocktwits, retail sentiment toward PEP remained in the ‘bearish’ territory over the past 24 hours.A Stocktwits user suggested that despite having less buzz than AI stocks, PepsiCo remains a stock that can deliver steady returns.<stembedurl>https://stocktwits.com/LiveTradePro/message/667079648</stembedurl>Another trader said they were taking profits, citing PepsiCo’s relatively high RSI and resistance at current levels.<stembedurl>https://stocktwits.com/AgentSigma/message/667115958</stembedurl>PEP shares have dropped over 3% year-to-date.Also read: <a href="https://stocktwits.com/news-articles/markets/equity/soxl-6-month-nasdaq-slide-oil-surge-trump-blames-iran-wells-fargo-huang-comments/cZxwLQuRBD4">SOXL Sinks To 6-Month Low As Nasdaq Slides Amid Oil Surge: Trump Blames Iran, But Wells Fargo Says Huang’s Comments Spooked Markets</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Sofi stadium Pepsi display before the Baltimore Ravens game. (Photo by Jevone Moore/Icon Sportswire via Getty Images)

Shares of PepsiCo (PEP) traded 2% higher on Thursday after the beverage giant announced an 11-year renewal of its U.S. partnership with Taco Bell, extending the deal through 2036.

PepsiCo’s renewed Taco Bell partnership will keep its beverages available at participating U.S. locations, as the companies plan to develop new drinks and build on their existing food-and-beverage collaborations.


PepsiCo Inc

Yes, buying

No, staying away

Just holding what I have

Watching for a better entry

Sweetgreen shares tanked over 24% in a month during the cyclospora outbreak, but are up over 18% today after investigators tied the illness to Taco Bell's lettuce supplier - not Sweetgreen. Are you buying $SG on the dip? Explain your reasoning in the comments.

Sweetgreen ($SG) was not linked to the cyclospora outbreak - are you a buyer of the stock?

Sweetgreen Inc - Ordinary Shares - Class A

) was not linked to the cyclospora outbreak - are you a buyer of the stock?

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