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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

NVDA is caught in a broad AI and semiconductor selloff as traders worry that election gains could bring tighter AI oversight or delay data-center projects, while also questioning the sustainability of AI spending and financing. The community is split between buyers calling the drop an overreaction and bears arguing that the AI trade is breaking down.

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

Traders are tying SPYs sharp selloff to the Democrats midterm sweep and fears that tighter AI rules could slow data-center investment, weighing on technology stocks and the broader index. The community is split between expecting more downside and viewing the decline as an overreaction or dip-buying opportunity.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is under heavy selling pressure amid traders concerns that the Democratic midterm sweep could bring tighter AI and data-center policies, while weakness in semiconductor stocks is adding to the decline. The community is largely bearish, though some see the selloff as an overreaction and a buying opportunity.

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

A broad selloff in AI and semiconductor stocks, fueled by trader fears that post-election scrutiny could slow AI data-center construction and by doubts about the sustainability of AI spending, has pressured AMD despite its strong earnings. The community is divided between calling the decline an overreaction and buying the dip, and warning that high valuations and a possible AI-capex slowdown leave room for further losses.

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 calls for tighter AI regulation and a pause in advanced AI development could slow data-center expansion and chip demand. The community is split between seeing the decline as an overreaction given continued memory demand and viewing it as a broader unwind of crowded AI trades, compounded by forced selling.

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

Direxion Daily Semiconductor Bull 3X Shares

A sharp semiconductor selloff has driven heavy trading in SOXL, whose daily 3x leverage amplifies the sectors moves. Traders debate whether margin liquidations and an overreaction are creating a buying opportunity or whether AI-capex and data-center concernsincluding speculation about political changescould prolong the decline.

Spdr Dow Jones Industrial Average ETF Trust - Spdr Dow Jones Industrial Average ETF Trust

DIA is caught in a sharp reversal around the post-midterm rally, with traders linking renewed market weakness to doubts about AI and data-center spending and possible policy constraints under Democratic control. Some see the Dows relative strength as a rotation out of tech, while others fear broader market stress and further selling.

Bitcoin (BTC) is a cryptocurrency launched in 2010. Users are able to generate BTC through the process of mining. Bitcoin has a current supply of 20,105,365. The last known price of Bitcoin is 80,658.0733598 USD and is up 4.77 over the last 24 hours. It is currently trading on 12773 active market(s) with $40,139,541,803.82 traded over the last 24 hours. More information can be found at https://bitcoin.org/.

Bitcoin

Bitcoins sharp selloff amid broader risk-off trading and reported leveraged liquidations dominates the discussion. Traders are split between expecting further downside and treating the pullback as a buying opportunity; some blame election-related political uncertainty, though that explanation is speculative.

Iovance Biotherapeutics, Inc. engages in the development and commercialization of cell therapies using autologous tumor-infiltrating lymphocytes (TIL) for the treatment of cancer. Its products include Amtagvi (lifileucel), and Proleukin (aldesleukin). The firm also develops investigational TIL therapies for other solid tumor cancers. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Iovances strong Q3 results, with record revenue and improving margins, are being overshadowed by a sharp share-price drop. Traders disagree on whether the weakness reflects a broad market and biotech selloff or concerns about modest sequential Amtagvi growth and the lung-cancer filing timeline; many view the results and cash runway positively.

Redwire Corp. engages in the development and provision of space and defense technologies and mission-critical solutions for government, commercial, and civil customers. Its offerings include spacecraft platforms, space infrastructure, avionics, sensors and payloads, power generation systems, radio frequency systems, microgravity research and manufacturing technologies, autonomous systems, optical sensors, and digital engineering solutions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Redwires quarterly results are driving attention after revenue missed expectations and shares sold off sharply. Traders are split between concerns about weak growth, profitability and dilution, and optimism about record margins and backlog plus reaffirmed guidance.

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Dow, S&P 500, Nasdaq Futures Mixed After A Democratic Sweep In Midterms: NVDA, MU, SNDK, NBIS, IREN In Focus

Nebius is caught in a sharp AI-infrastructure selloff, as traders fear election-driven permitting or regulatory headwinds could slow data-center expansion and raise financing risks for the sector. Bulls describe the drop as an overreaction and are buying or holding, while bears warn that AI valuations, debt exposure and buildout delays could prolong the decline.

The decline appears tied to a broad selloff in AI-infrastructure and neocloud stocks as investors weighed concerns that Democratic control after the midterms could slow U.S. data-center construction and tighten regulation. Community discussion also cited financing and buildout risks, but the election-related sector repricing is the clearest catalyst.

Nebius Group (NBIS) Expected to Beat Earnings Estimates: Can the Stock Move Higher?

Nebius Group (NBIS) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Sabre (SABR) Q3 Earnings and Revenues Beat Estimates

Sabre (SABR) delivered earnings and revenue surprises of +450.00% and +1.29%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

IREN Stock Drops After Report Says It’s Behind Microsoft’s AI Spending Delay, As Investors Turn To Earnings

Equity

Microsoft ended up spending less than expected on capital expenditures last quarter and blamed delays in certain third-party capacity coming online.


The Nov. 3 U.S. midterm election results flipped control in both chambers of Congress, putting Democrats in the lead. 

Is the Market Bottoming? 3 Tells to Watch

While the initial post-election capitulation and rapid reversal signal a promising attempt to carve out a stock market bottom, investors should avoid mistaking a single-day rally for a guaranteed recovery.

Red Violet, Inc. (RDVT) Tops Q3 Earnings and Revenue Estimates

Red Violet (RDVT) delivered earnings and revenue surprises of +14.63% and +1.50%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

The Trade Desk to Release Q3 Earnings: Key Factors to Watch

TTD's Q3 earnings are likely to reflect weak ad budgets across key categories, while CTV growth and retail media offer potential support. 

Tom Lee Says Memory, Semis, AI, Neocloud Stocks Could See The ‘Biggest Bounces’ After Midterm Elections

Lee expects even AI stocks trading lower after the election to potentially reverse course by the end of the session.


Nebius Stock Drops: What's Going On?

Nebius Group shares are falling Monday. Concerns that the AI boom has gone too far are weighing on neocloud and data center stocks.read more...

Why Is Nebius Stock Falling on Friday?

Nebius Group NV (NASDAQ: NBIS) stock falls Friday as earnings reports from Amazon and Intel raises questions about cloud and AI infrastructure spending.read more...

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

Extremely Bullish Sentiment

<ul class="summary-bullets"><li>IREN shares fell 2.5% in overnight trading, after a 11.4% drop in the regular session.</li><li>Data center and cloud stocks plunged on Wednesday after Democrats won Congress.</li><li>IREN will report Q1 results on Thursday and analysts expect sales to have declined 9%.</li></ul>IREN Ltd. (IREN) drew attention from retail traders on Wednesday as cloud and AI stocks came under pressure after Democrats won the midterm elections. The Australian data center company also faced scrutiny after a report said it contributed to Microsoft’s lower AI capital spending last quarter.<a href="https://stocktwits.com/symbol/IREN">IREN shares</a> fell 2.5% in overnight trading, after a 11.4% drop in the regular session. Notably, IREN is scheduled to report its fiscal first-quarter results after the markets close on Thursday.The Information&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/briefings/exclusive-microsoft-lowered-data-center-spending-following-delays-cloud-firm-iren">reported</a>, citing unnamed sources, that IREN faced delays at the Childress, Texas data center site, leading Microsoft to delay spending it had slated for the September quarter.Microsoft spent about $5 billion less on capital expenditures than planned last quarter because data center capacity it expected to rent wasn’t ready on time. “Capital expenditures were $45.2 billion as some third-party capacity deliveries we expected in Q1 were delayed,” Microsoft CFO Amy Hood said in the analyst call last week.One provider involved is Iren, though it is unclear how much its delay contributed to the shortfall, according to The Information’s report. Microsoft had agreed to spend $9.7 billion over five years renting Nvidia-powered servers at Iren’s Childress, Texas, data center. Iren had planned to bring the servers online gradually through 2026, but has been facing delays.<h2 class="st-heading-2">Cloud Stocks Get Hammered</h2>Stocks tied to data centers fell Wednesday as investors expect slower AI buildout after Democrats win Congress. Investors and analysts believe that Democrats would tighten regulations for data centers, effectively slowing the buildout of AI infrastructure.Data center stocks plunged: CoreWeave (CRWV) and Core Scientific (CORZ) fell 10% each while Nebius and Applied Digital fell 7% each , with all four falling further in overnight trading.&nbsp;<h2 class="st-heading-2">IREN’s Q1 Expectations</h2>IREN stocks have fallen sharply after hitting a record high last November, and investors are looking for signs of revival.&nbsp;Analysts expect sales to fall 9% to $221.7 million in its fiscal first quarter, which would mark the third consecutive degrowth in sales in a row, per Koyfin. They expected adjusted loss to be $0.67 per share, sharply higher than $0.01 per share loss in the corresponding quarter a year ago.<h2 class="st-heading-2">Retail View On IREN</h2>On Stocktwits, the retail sentiment for IREN improved to ‘neutral’ from ‘bearish,’ with traders posting about the Microsoft related news and the stock rising high up in the Stocktwits trending list.“$IREN A setback is just a setup for a comeback. Tomorrow we will shine and lift the entire sector,” a trader&nbsp;<a href="https://stocktwits.com/PerniciousOne/message/668217500">said</a>.Another&nbsp;<a href="https://stocktwits.com/BullTrade9/message/668174819">wrote</a>: “I’ve been in the market long enough to chill out in these situations, literally parked 180k here and I’m as cool as ever, looking for 40+ by EOY when enough people have panic sold, speed running to 1 million.”Year to date, IREN stock is down 45%.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-cohr-stock-up-over-5-overnight/cNG1T6DR9E4">Why Is COHR Stock Up Over 5% Overnight?</a>&nbsp;&nbsp;

In this photo illustration, a person holds a smartphone displaying the logo of Iren Energy Limited. 

Microsoft ended up spending less than expected on capital expenditures last quarter and blamed delays in certain third-party capacity coming online.

CoreWeave Inc

IREN Limited

Microsoft Corp

Nebius Group N.V.

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AI infrastructure stocks are under pressure this week - what have you been doing?

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Nebius Group N.V. 

Investors are expressing widespread panic as the broader AI infrastructure sector faces a brutal and relentless downtrend.

Traders are debating whether recent sharp price declines signal a final market capitulation and a prime long-term buying opportunity.

Users speculate that forced liquidations and massive margin calls are the primary drivers behind the rapid intraday price volatility.

Bullish investors are pinning their hopes on the upcoming earnings call to provide a needed catalyst and validate fundamentals.

Current Price	$118.20
Prev Close	$141.52
Open	$134.16
Dividend Yield	0.00%
50-Day Moving Average	$205.35
Beta	2.41
Avg. Volume	21.99M
PE Ratio	535.25

52-Week High	$299.86
52-Week Low	$73.52
Market Capitalization	$38.47B
EPS (Annual)	$0.3402
Price to Book	3.72
Revenue Per Employee	$343,357.10

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