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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 broader semiconductor and AI-stock selloff as traders worry that election results and calls for tighter AI regulation could slow data-center expansion and chip demand. The community is split between fears that the AI buildout is peaking and buyers who view the decline as an overreaction, with some also questioning the sustainability of AI spending and financing.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is drawing attention amid a sharp tech-led selloff, which traders link to fears that post-midterm political shifts could constrain AI and data-center investment, alongside broader concerns about stretched AI valuations and leverage. The conversation is largely bearish, with warnings of further declines countered by traders calling the drop oversold and buying the dip.

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

Microns sharp selloff is tied to concerns that Democratic gains in Congress and calls for tighter AI rules could slow data-center construction and weaken demand for AI-related chips. Traders are divided between viewing the drop as an overreaction to policy uncertainty, with AI and memory demand intact, and seeing it as a broader unwind of the AI trade and doubts about capital spending.

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

A sharp market selloff has traders debating whether the midterm results and concerns about possible limits on AI and data-center development are weighing on tech-heavy indexes, alongside broader profit-taking and leverage unwinds. Bears see further downside, while dip buyers argue the election-related fears are overblown and look for a rebound.

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

Direxion Daily Semiconductor Bull 3X Shares

A steep semiconductor-sector selloff has hammered SOXL, with traders linking the pressure to fears that the Democratic sweep could slow AI and data-center investment, alongside broader concerns about AI valuations. The community is split between viewing the decline as panic and leveraged-position unwindingand buying for a reboundand warning that SOXLs daily 3x leverage magnifies losses and decay.

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 broad semiconductor selloff as traders worry that Democratic control and calls for tighter AI regulation could slow data-center construction and weaken AI-related memory demand. The community is split between viewing the decline as an overreaction to policy fears and warning that the AI trade and memory cycle may be turning, with some also citing falling memory prices.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

A broad tech and AI selloff has pressured SPCX, with traders also debating whether political uncertainty around Musk could bring added scrutiny to SpaceXs government relationships; others point to upcoming insider share unlocks as a source of selling. Dip-buyers call the decline an overreaction, while bears warn that market weakness and these risks could mean further downside.

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 plunging alongside semiconductor and AI stocks amid fears that post-midterm calls for AI regulation could slow data-center expansion, with traders also questioning AI spending and elevated chip valuations despite AMDs strong results. The community is divided between treating the selloff as an overreaction and buying the dip, and expecting further declines as the AI trade unwinds.

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 plunging amid a broader selloff in AI and data-center infrastructure stocks, with traders citing fears of tighter regulation and a report linking delays at its Texas site to Microsofts lower-than-planned AI spending. The upcoming earnings report adds uncertainty: bears question execution and future demand, while bulls argue the sector-wide rout may be overdone.

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 pullback is drawing attention amid broader risk-off selling in stocks and tech, with traders pointing to leveraged-position liquidations as a possible amplifier. The community is split between calling it a buying opportunity or a routine retest and warning that support may break into a deeper decline.

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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

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 debating if the broader AI and data center theme is facing a structural bubble burst or a temporary election-related shakeout.

Traders are intensely divided between those panic-selling after recent sharp pullbacks and those viewing current levels as a long-term bargain.

Market sentiment is reacting sharply to speculation regarding the impact of election results and new policy risks on AI infrastructure companies.

Increased volatility and liquidations have fueled concerns that forced selling by retail and institutional accounts is driving the extreme downside pressure.

With sentiment low, market participants are looking toward upcoming quarterly results to prove underlying fundamental health and potential recovery.

Current Price	$117.99
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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