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Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apples quarterly earnings are driving attention: the company beat headline expectations, with strength in iPhone and Mac sales, but weaker China and some product-category resultsand a boost from tariff refundstempered the report. Traders are debating the muted, slightly negative share reaction and whether the results justify Apples valuation, with many looking to the CEOs call and outlook for direction.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantirs quarterly results beat expectations and came with raised guidance, supported by rapid U.S. commercial growth and AI demand. Traders are split over the muted, volatile share reaction: bulls point to strong execution, while skeptics argue high valuation and lofty expectations leave room for a sell the news response.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQs steep decline is driving discussion, with traders focused on a tech- and AI-led selloff and doubts about whether heavy AI spending will deliver sufficient returns, alongside election and geopolitical uncertainty. Bearish traders see further downside, while others view the pullback and oversold conditions as 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

AMD is under pressure in a semiconductor selloff following Intels disappointing report, with traders debating whether Intels weakness is company-specific or signals broader chip-demand concerns. AMDs upcoming earnings and guidance are seen as a key test, though views are split between hopes for a rebound and fears of further declines.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehrs Q1 report beat expectations and raised its fiscal 2027 revenue outlook, while strong bookings and backlog reinforced the AI chip-testing growth story. Traders largely praised the results, though some questioned the stocks valuation and its decline despite the upbeat report amid broader market weakness.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLASs Phase 3 REGAL trial reaching its prespecified 80th event triggered final analysis, with GPS topline results expected this quarter, making the stock a high-stakes pre-readout biotech trade. A sharp selloff after the milestone has split traders: some attribute it to profit-taking or short pressure and are holding for positive AML data, while others see the decline as a warning and question the trials prospects; the results remain unknown.

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 and memory-stock selloff, with traders connecting the pressure to Kioxias cautious outlook and fears that AI-driven demand or pricing may be nearing a peak. Bulls argue memory supply remains tight and Microns fundamentals are strong, while bears see continued downside risk from cooling expectations and memory-cycle concerns.

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

Direxion Daily Semiconductor Bull 3X Shares

A sharp selloff in semiconductor and AI-linked stocks is driving heavy attention to SOXL, whose 3 leverage magnifies the sectors losses. Traders are split between buying the dip and expecting further downside, with concerns about AI spending and chip-company results adding to broader market and election-related uncertainty.

Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

Reports that nonprofit Usona has submitted an FDA application for psilocybin to treat major depressive disorder have intensified concerns about competition and who may reach the market first, contributing to a sharp selloff. Traders dispute the threat, noting COMP360 targets treatment-resistant depression and questioning whether Usonas reported filing has been confirmed or accepted; many are also watching for clarity on Compasss own NDA timeline.

Fabrinet engages in the provision of optical packaging and precision optical, electro-mechanical, and electronic manufacturing services to original equipment manufacturers (OEMs). The firm's services include process design and engineering, advanced optical packaging, printed circuit board assembly and test, new product introduction, supply chain and inventory management, and customized glass and crystal optics fabrication. The company was founded by David Thomas Mitchell on August 12, 1999 and is headquartered in George Town, Cayman Islands.

Fabrinet

Fabrinet is drawing attention after traders highlighted a strong quarterly earnings beat and upbeat guidance, reinforcing its role in AI data-center optical manufacturing. Despite the results, the share price is lower, prompting debate over why strong fundamentals are not translating into a positive market reaction.

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SOXS is drawing attention as semiconductor weakness and renewed concern over AI-related valuations and spending drive demand for the inverse ETF. Traders are divided between expecting further chip-sector declines and betting on a rebound, while warning that SOXSs leverage and daily decay make it risky to hold through sharp swings.

The move appears tied to weakness in semiconductor stocks and continued selling pressure in AI-related trades, which traders view as supporting the inverse semiconductor fund.

SKHY Stock Jumps Premarket: Strategist Says SK Hynix Sits At AI’s ‘Toll Booth’ As Tech Giants Chase Scarce Memory 

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Innes also warned that extraordinary margins will attract new capacity, potentially weakening pricing power as Samsung and Micron expand.

CLS Stock Soars Premarket After Blowout Q3 — Retail Calls It ‘Very Inexpensive’ As Celestica Touts AI ‘Supercycle’ 

The company cited an AI infrastructure ‘supercycle’ and stronger customer demand for 2028.

WDC Slides Overnight Post-Earnings Despite Goldman’s Upside Call — CEO Sees Top Customers’ Storage Demand Into 2031 

Prices per terabyte rose 28%, with further pricing upside expected over three to four quarters.

NVDA Logs Best Day In Over A Month: Burry Spotlights Partnership Blitz — Analyst Calls Full-Stack Strategy ‘Underappreciated’

Gene Munster sees AI agents driving token demand and physical AI eventually contributing a third of Nvidia’s revenue.

LRCX Stock Tumbles Overnight Despite Record Profits: Supply Snags Put Sales On Hold As China Slowdown Looms 

China’s revenue share is expected to fall substantially in December after reaching 35% in September.

CRWV, NBIS, NVDA Jump Overnight: Musk Says SpaceX Could Rent Compute ‘Several Times Over,’ Analyst Dismisses Glut Fears 

Analyst Gene Munster called compute oversupply fears “off base,” highlighting profitable growth in SpaceX’s Super Intelligence business.

2 ETFs to Watch for Outsized Volume in Semiconductor Trading

SOXS and SOXL see trading volumes surge to 1.53 and 1.48 times their averages, respectively, as semiconductor ETFs post sharply divergent daily moves. 

SKHY Stock Slides Premarket: Retail Eyes Buying Opportunity As Rival Micron’s Taiwan Strike Plan Adds Uncertainty To Memory Trade

Taiwan is a major DRAM and HBM manufacturing hub for Micron, which employs about 15,000 people there.

AVGO Stock Edges Up Overnight After 10-Year Docomo Deal, But Retail Stays On Edge Over CEO’s AI ‘Casino’ Remarks 

CEO Hock Tan’s AI “casino” remarks and warning about capital constraints are still worrying retail traders.

Michael Burry Says Trump Will ‘Pull Out All The Stops’ For AI — ‘Dean Of Valuation’ Holds 5 Mag Seven Stocks, Adds Cash

Burry says the Fed has “fewer arrows” and warns Wall Street’s machinery could bring markets down quickly.

SOXS is the Direxion Daily Semiconductor Bear 3X ETF, a leveraged inverse fund designed to deliver approximately three times the opposite of the daily return of the NYSE Semiconductor Index. It generally rises when semiconductor stocks fall and falls sharply when they rise, making it a short-term tactical trading tool rather than a conventional long-term investment. Because it resets daily, compounding and volatility can cause its performance over periods longer than one day to differ substantially from simply −3× the index’s cumulative return; it is therefore high risk.

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

Bullish Sentiment

<ul class="summary-bullets"><li>Innes said scarce HBM is helping SK Hynix collect profits, while tech giants face pressure to justify AI spending.</li><li>Long-term agreements with 14 major customers cover more than half of production capacity for 2027 and 2028.</li><li>SK Hynix said DRAM and HBM supply is sold out until 2029, with memory shortages expected through 2030.</li></ul>U.S.-listed shares of SK Hynix (SKHY) jumped 8% in premarket trading on Wednesday as Stephen Innes, managing partner at SPI Asset Management, highlighted how AI memory shortages are turning the company into a cash machine while technology giants face scrutiny over their spending.<a href="https://stocktwits.com/symbol/SKHY">SKHY shares</a> rose 2% to $145.36 but are still down 21% for October.<h2 class="st-heading-2">SK Hynix Cashes In On AI’s Spending Spree</h2>“Right now, SK Hynix is still sitting at the toll booth, and the cash machine is humming,” Innes said on his Substack. He added that high-bandwidth memory (HBM) has become key to AI performance, boosting the Nvidia supplier’s pricing power as customers compete for limited supply.“Memory used to sit at the back of the technology factory. AI has dragged it to the front gate and handed it the keys,” he said. This puts SK Hynix in a different position from companies pouring money into AI models and data centers, Innes said. Model developers must find ways to monetize their services, while infrastructure operators face hefty power, financing and depreciation costs. The memory maker is already collecting revenue from a component they need.“SK Hynix sits on the other side of that cheque. It is already getting paid,” he said, adding: “Scarcity has a wonderful way of simplifying the income statement.”<h2 class="st-heading-2">Innes: Multiyear Deals Could Cushion The Cycle</h2>For Innes, the bigger story is in the years of production SK Hynix is securing under contract, potentially softening the pricing downturns that have historically followed memory-industry expansions.The company has signed long-term agreements with 14 major customers that cover more than half of its production capacity for 2027 and 2028. The contracts typically run five years, with extensions under discussion and prices allowed to move within agreed ranges. SK Hynix said its DRAM and HBM supply is sold out until 2029, with HBM demand double what it can supply. It expects shortages to persist through 2030.“Those contracts will not kill the cycle. Nothing kills the memory cycle. But they may blunt its teeth,” Innes said. The visibility reinforces his bigger argument that investors should distinguish between companies financing the AI buildout and those already profiting from it.“The AI trade is increasingly separating into winners who consume capital and winners who harvest it,” he said.<h2 class="st-heading-2">Can SK Hynix Defend Its Pricing Power?</h2>However, Innes warned that exceptional profits will draw more competition, with Samsung and Micron expanding their HBM businesses and SK Hynix adding capacity at Yongin. “The semiconductor industry has never met a fat margin it did not eventually try to murder with new capacity,” he wrote.For Innes, the question is how long AI demand, manufacturing complexity and multiyear contracts can protect pricing power as supply grows. He argued that delivering on HBM4, securing Nvidia qualification, and maintaining spending discipline will become increasingly important. “Eventually, enough new roads will be built around the bottleneck,” he added.<h2 class="st-heading-2">SKHY Q3 Review</h2>SK Hynix’s <a href="https://stocktwits.com/news-articles/markets/equity/why-is-skhy-stock-surging-over-6-in-overnight-trading/cZU9byrRB6J">third-quarter (Q3)</a> revenue rose 328% to 104.6 trillion won ($78.2 billion), while operating profit surged 632% to 83.3 trillion won, for an operating margin of 80%.SK Hynix outlined about 100 trillion won in full-year shareholder returns through dividends, buybacks and cancellations, including previously announced repurchases. Special dividends will distribute most gains from its Kioxia investment.Net cash reached 98.7 trillion won, supporting further investment alongside shareholder payouts. The company expects HBM4 to surpass HBM3E in shipment volume and revenue in the fourth quarter.<h2 class="st-heading-2">How Do Retail Traders Feel About SKHY?</h2>On Stocktwits, retail sentiment for SKHY jumped to ‘extremely bullish’ from ‘bullish’ levels a day ago amid a 290% surge in 24-hour message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/skhy_ss_27fa5dcd0c.png" alt="skhy ss.png" width="649" height="333"><figcaption>SKHY sentiment and message volume as of October 28 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/FatmanEZ/message/667509344">said</a>, “$SKHY Glorious AI euphoria trade rages on. FOMO momo is now going to drag these way higher. Everyone “missed the dip” on HF”<stembedurl>https://stocktwits.com/FatmanEZ/message/667509344</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/DragonOfBosnia/message/667496426">said</a>, “$SKHY these memory stocks are gonna be good for another two years easy, release the news”<stembedurl>https://stocktwits.com/DragonOfBosnia/message/667496426</stembedurl>U.S.-listed shares of SK Hynix have declined 13% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/asts-stock-blackrock-stake-spotlight-bruising-selloff/cZU9dwkRB6L">ASTS Stock Logs Best Day In Nearly A Month — BlackRock’s Stake Takes Spotlight After Bruising Selloff&nbsp;</a>

 In this photo illustration, the SK Hynix logo is seen displayed on a smartphone screen. 

U.S.-listed shares of SK Hynix (SKHY) jumped 8% in premarket trading on Wednesday as Stephen Innes, managing partner at SPI Asset Management, highlighted how AI memory shortages are turning the company into a cash machine while technology giants face scru

SKHY Stock Jumps Premarket: Strategist Says SK Hynix Sits At AI’s ‘Toll Booth’ As Tech Giants Chase Scarce Memory

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Traders are intensely debating whether the AI bubble is finally bursting or just experiencing a cyclical pullback.

Market participants are analyzing price levels like $440 to determine if current movements are legitimate reversals or calculated traps for leveraged longs.

Expectations of a temporary bounce are driving traders to watch key resistance zones before preparing for another potential move lower.

Debate surrounds whether artificial demand is propping up sector stocks or if fundamentals will soon drive a larger market correction.

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