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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

Democratic midterm gains have stoked concern that tighter AI and data-center rules could delay buildouts and weigh on demand for Nvidias chips, contributing to the semiconductor selloff and rotation into other big tech names. Traders are split between viewing the risk as overblown political noise and seeing it as a real threat to AI spending; dip buyers argue demand remains intact.

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 selling off with semiconductor peers as traders worry that election results and proposals for tighter data-center oversight could slow AI infrastructure spending and weaken future memory demand. Bulls call the decline an overreaction given continuing AI demand and Microns fundamentals, while bears see risks to the AI trade and the memory cycle.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius is caught in a selloff across AI infrastructure and neocloud stocks as traders weigh election-related fears that political and local opposition could constrain data-center expansion. Bulls argue Nebiuss international footprint and ongoing compute demand limit the risk, while bears point to permitting, financing and project-execution concerns.

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

Concerns that election results could bring tighter oversight or delays for AI data-center construction are weighing on SNDK and other memory stocks. Traders disagree over whether the buildout risk justifies the selloff: bears see further downside, while bulls point to memory demand and company fundamentals as reasons to buy the dip.

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

SMCI sold off sharply despite a strong earnings beat and raised outlook, with concerns about compressed margins and reliance on a major customer weighing on the results. Traders also debate whether election-related worries about data-center expansion and broader AI-sector weakness drove the decline; some call the move disconnected from fundamentals, while others remain bullish on growth.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells proposed all-stock acquisition of Lumentum is the dominant focus, with traders worried about dilution, the deals cost and lengthy approval process. The concerns are compounded by a broader semiconductor selloff and uncertainty about AI data-center expansion, while some investors argue the combination could strengthen Marvells optical-infrastructure business over the long term.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovins record Q3 results, stronger-than-expected outlook, and expanded buyback have driven a sharp rally, with traders also pointing to improving performance from its AI advertising models. Bulls see the report as a potential recovery after a steep decline, while others warn the surge could fade and question the valuation and outlooks durability.

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 outlook sparked a post-earnings rally, but shares gave back much of the move, prompting debate over valuation and whether the results justify further gains. Traders also cite election-related concerns about possible data-center restrictions, while bulls argue AI demand and the companys growth outlook remain intact.

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

Direxion Daily Semiconductor Bull 3X Shares

SOXL is under pressure as traders connect the semiconductor selloff to fears that Democratic control of Congress could bring tighter limits on AI data centers and slow the buildout. The community is split between warnings that the AI trade is breaking down and dip buyers who view the reaction as overdone, arguing that chip demand remains strong.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snaps quarterly report has driven a sharp selloff, with traders focused on daily-user growth falling short of expectations and softer advertising trends despite improving profitability and an upbeat outlook. Bears see user and ad-growth weakness as the bigger story, while bulls point to stronger cash generation, subscriptions, and guidance as signs of progress.

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Bayer AG engages in the business of life science fields of healthcare and nutrition. It operates through the following segments: Crop Science, Pharmaceuticals, and Consumer Health. The Crop Science segment includes developing, producing, and marketing products in seeds and plant traits, crop protection, digital solutions, and customer services to promote sustainable agriculture. The Pharmaceuticals segment is involved in prescription products especially for cardiology and women’s health; specialty therapeutics in the areas of oncology, hematology, ophthalmology, and cell and gene therapy; diagnostic imaging equipment; and necessary contrast agents. The Consumer Health segment focuses on non-prescription products in the dermatology, nutritional supplements, digestive health, allergy, cough and cold, and pain and cardiovascular risk prevention categories. The company was founded by Friedrich Bayer and Johann Friedrich Westkott on August 1, 1863 and is headquartered in Leverkusen, Germany.

Bayer AG - ADR

Bayer Stock Fuels Hyper Bullish Retail Mood After Confirming New Stroke Study Met Key Goals Following 2023 Halt

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Bullish Sentiment

<ul class="summary-bullets"><li>Bayer said its new Phase III stroke study of asundexian hit both primary efficacy and safety goals.</li><li>The update comes two years after the company halted the OCEANIC-AF trial when interim data showed asundexian was inferior to Eliquis.</li><li>The study enrolled more than 12,300 patients worldwide, and Bayer plans to engage with regulators as it prepares marketing submissions.</li></ul><p>Retail traders turned hyper bullish on Sunday after Bayer AG confirmed that its Phase III stroke study of asundexian met its primary efficacy and safety endpoints, two years after the company halted its separate OCEANIC-AF trial in 2023.&nbsp;</p><h2 class="st-heading-2"><strong>Asundexian Reduces Ischemic Stroke Risk&nbsp;</strong></h2><p>Bayer said patients taking 50 mg of asundexian once a day alongside antiplatelet therapy saw a meaningful drop in ischemic stroke risk compared with those given a placebo and antiplatelet therapy. The company added that the treatment did not lead to higher rates of major bleeding. Bayer said this is the first late-stage study of a drug in the Factor Xla inhibitor class, which helps prevent clots from forming, to be successfully completed.</p><h2 class="st-heading-2"><strong>Large Global Phase III Study&nbsp;</strong></h2><p>Bayer said the trial was&nbsp;conducted across multiple countries and medical centers, using a randomized, placebo-controlled design. More than 12,300 patients took part, all of whom had recently experienced a non-cardioembolic ischemic stroke or a high-risk transient ischemic attack. The study tested whether adding asundexian to standard antiplatelet therapy could lower their chances of having another stroke.</p><h2 class="st-heading-2"><strong>High Burden Of Recurrent Strokes</strong></h2><p>The company noted the growing global need for better secondary stroke prevention. They said nearly 12 million people worldwide experience a stroke each year, and that 20%–30% are recurrent. One in five stroke survivors will have another stroke within five years, and recurrent ischemic strokes tend to be more disabling and carry a higher mortality risk.</p><p>Mike Sharma, MD, principal investigator of OCEANIC-STROKE, said the topline results indicate that asundexian may become a new treatment option for reducing recurrent stroke risk.&nbsp;</p><h2 class="st-heading-2"><strong>Regulatory Path&nbsp;</strong></h2><p>Bayer said it will now engage with health authorities globally as it prepares to submit marketing authorization applications. Asundexian has Fast Track Designation from the U.S. Food and Drug Administration for stroke prevention in patients after a non-cardioembolic ischemic stroke. Bayer said asundexian remains investigational and is not approved in any country.</p><h2 class="st-heading-2"><strong>Halt Of OCEANIC-AF After Inferiority To Eliquis</strong></h2><p>Asundexian drew attention in 2023 when Bayer halted its OCEANIC-AF Phase III trial. Interim findings showed the drug did not perform as well as Eliquis, made by Bristol-Myers Squibb and Pfizer, in preventing strokes in high-risk atrial fibrillation patients. Bayer said the safety profile matched earlier studies and noted that independent trial supervisors advised continuing the stroke-focused OCEANIC-STROKE study.</p><p>Bayer said asundexian is part of the factor XI inhibitor drug class, which has also drawn interest from Novartis working with Blackstone, and from Bristol-Myers Squibb working with Johnson &amp; Johnson. The compound had been positioned as one of four new drug hopefuls Bayer said carried a combined peak sales potential of more than 12 billion euros. The program followed the company’s Xarelto blood thinner franchise, which is expected to lose protection from key European patents in 2026.</p><h2 class="st-heading-2"><strong>Stocktwits Mood Turns ‘Extremely Bullish’</strong></h2><p>On Stocktwits, retail sentiment for Bayer was ‘extremely bullish’ amid ‘extremely high’ message volume.</p><figure class="image"><img style="aspect-ratio:970/142;" src="https://news.stocktwits-cdn.com/bayer_ss_png_e2cb5716df.webp" alt="bayer ss.png" width="970" height="142"><figcaption>BAYRY sentiment and message volume as of November 23 | Source: Stocktwits</figcaption></figure><p><a href="https://stocktwits.com/symbol/BAYRY">Bayer’s U.S.-listed stock</a> has risen 63% so far in 2025.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

Signage and the building of the Bayer AG pharmaceutical and biotechnology company are seen at one of its industrial sites in Wuppertal, North Rhine-Westphalia, Germany. (Photo by Michael Nguyen/NurPhoto via Getty Images)

The update comes two years after the company halted the OCEANIC-AF trial when interim data showed asundexian was inferior to Eliquis.

Bayer AG (ADR)

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$BAYRY Accumulated a lot of shares last three months or so, including another 1000 yesterday. Just my opinion but I believe this to be the best value out there even after todays  move. Buy this and forget it for ten, twenty or thirty years  absolutely choice selection for a LT investor/ Retirement account.

Hella

$BAYRY Looks like we will get a 52-week break-out today. In coming days I see the $20’s. Best stock out there to weather the market meltdown thats going to happen  soon.

$BAYRY Hahaha so glad I loaded up on this, its not ai, its not sexy but I can sleep at night safe in the knowledge its just going to get better and better as the years and decades go by. If you haven't purchased any you should, its still an amazing buy!

$BAYRY - Bayer (ETR:BAYGn) raised its annual earnings and cash flow forecasts on Tuesday, after third-quarter sales and EBITDA exceeded analysts' expectations, thanks to strong growth in the pharmaceutical division.

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