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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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Tom Lee Says ‘We Are At The Bottom’ For AI Trade, Cites Tight Market And Crypto Resilience

A sharp semiconductor-sector pullback, amid worries that heavy AI infrastructure spending may not deliver returns quickly enough and weak guidance from major chipmakers, is driving attention to SOXX. Traders are split between calling the decline an AI-bubble unwind with more downside ahead and treating it as an oversold correction and buying opportunity, with many watching key technical support levels.

Equity

In an interview with CNBC, Lee said the AI market is “not an over-capacity market” and that constraints on spending are slowing growth, not marking a top.


Intel Logs Worst Daily Drop Since 1970s: Buy the Dip With ETFs?

Intel plunged 29% despite strong AI demand and gradual recovery. Is it time to buy the dip through ETFs?

Marvell Strikes $115B Deal To Acquire Lumentum: CEO Sees ‘Once In A Generation’ Opportunity In AI Optical Shift 

Lumentum shareholders are set to receive 4.5 Marvell shares for each Lumentum share.


Should You Invest in the iShares Semiconductor ETF (SOXX)?

SOXX: Top Semiconductor ETF Targets $400 as AI Bubble Worries Linger

The iShares Semiconductor ETF (NASDAQ: SOXX) has slumped into a bear market, falling from a record high of $656 in June to $471, its lowest level since July.read more...

INTC Stock Heads For Worst Day In Over 2 Years: Jefferies Calls Q4 A ‘Substantial’ Reset Amid Slew Of Wall Street Price Cuts, Downgrades

Analysts cited weaker PC demand, manufacturing constraints and delayed supply improvements in cutting their price targets and downgrading INTC shares after Intel’s third-quarter results.


Dow, S&P 500, Nasdaq Futures Fall As Weak Tech Earnings Trigger Selloff: INTC, IOVA, SLS, AMZN Stocks In Focus

Markets are headed for a mixed close in October, with the Nasdaq likely to end lower, while the Dow and S&P 500 are headed to close in the green.

INTC, AMD, AVGO, MU Decline On Samsung’s Profit Miss, Lighter Capex From Microsoft, Alphabet

Investors would now turn to quarterly reports from Amazon and Intel, due after markets close on Thursday, for cues.


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

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

Dow, S&P 500, Nasdaq Futures Mixed Ahead Of Key Tech Results, Fed Rate Decision: SKHY, HOOD, BA, ENPH In Focus

On Tuesday, markets edged higher after Broadcom announced that a group of banks would provide $63 billion in financing to purchase its chips and networking solutions for Anthropic.

iShares Trust - iShares Semiconductor ETF

Extremely Bullish Sentiment

<ul class="summary-bullets"><li>He said the correction has already played out across most of the market, with the equal weight index recovering.</li><li>Lee also cited the muted crypto reaction to the Binance hack as a second sign that selling has run its course.</li><li>On midterm elections, Lee said the markets may prefer a divided government because it can limit major policy changes.</li></ul>Fundstart managing partner and Bitmine Immersion Technologies (BMNR) chairman Tom Lee said on Monday that he believes the market has reached its bottom after a rough stretch for stocks last month, citing a tight market for artificial intelligence and a muted crypto reaction to last week's $6.3 billion Binance hack.“I think we’re at the bottom,” Lee said in an interview with CNBC, pointing out that the pullback has already spread across much of the stock market and that demand for AI infrastructure remains strong.Lee forecast that stocks will finish the year strongly even though the path has been difficult. He said investors are nervous about a range of issues, including the war, AI spending, debt markets, the Fed and inflation. “I do think markets are going to exit the year strong, but they have been struggling,” he said. “Markets climb a wall of worry.”U.S. equities were rebounding in pre-market trade on Monday after last week’s massive sell-off. The&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY) was up 0.38%, the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF</a> (DIA) moved 0.36% higher, and the Nasdaq-100 tracking&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust</a> (QQQ) gained around 0.66%. Retail sentiment around SPY on Stocktwits shifted to ‘neutral’ from ‘bullish’ territory over the past day.Bitcoin (BTC) was also on the rebound.&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> crossed $78,000 on Monday morning, up by 0.3% in the last 24 hours, after hitting a low of nearly $76,000 on Friday. Retail sentiment around the apex cryptocurrency remained in the ‘extremely bearish’ zone over the past day.<h2 class="st-heading-2">AI Market Is ‘Still Very Tight’</h2>Lee said the AI market remains constrained by the ability to build and expand infrastructure, rather than a lack of demand. Political opposition and spending limits may slow growth, but he does not view those pressures as evidence that the AI investment cycle has peaked.“I think we are at the bottom because number one, the market for AI is still very tight. It’s not an overcapacity market, and the constraint we’re seeing is preventing more spending, or political opposition preventing more spending,” he said. “That is slowing the growth, but it’s not creating a top,” he said.<h2 class="st-heading-2">Binance Hack Is ‘Barely’ Hurt Crypto Prices</h2>Lee’s second sign pointing to the market bottom was the crypto market’s reaction to the Binance hack. Lee said crypto often leads moves in risk appetite, and that it has held up despite a $6.3 billion loss. “It’s barely caused a decline in crypto prices because if crypto is a leading indicator for risk, you’ve already seen people sort of washed out,” he said.Lee said the muted reaction stood out against earlier hacks. He compared the Binance breach to the 2025 breach at exchange Bybit, which he attributed to North Korea. “Compared to 2025 when there was the Bybit hack by North Korea, which was 1/4 the size, crypto prices fell 20% quickly,” he said.He said it was positive that Binance has the money to cover customer losses. He added that the size of the theft pointed to a weakness in how exchanges are run, not in the blockchain itself.&nbsp;<h2 class="st-heading-2">Lee Says Most Of The Market Has Already Corrected</h2>Lee said the pullback that was expected in the stock market has largely happened already. “This correction that we thought would happen, you know, is already played out in the Nasdaq, and the equal weight is now climbing back to new highs,” he said. &nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261102_084121113_e0a07c9d3f.png" alt="koyfin_20261102_084121113.png" width="2400" height="1240"><figcaption>Semiconductors, S&amp;P 500, Nasdaq-100, and Dow Jones performance year-to-date on October 2 as of 8:00 a.m. ET . Source: Koyfin</figcaption></figure>Chips drove the year’s gains and then most of October’s losses. The month saw a 17% drop in semiconductor stocks, yet the S&amp;P 500 is down less than 1% over the same period.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261102_084033401_c13f8714de.png" alt="koyfin_20261102_084033401.png" width="2400" height="1240"><figcaption>Semiconductors, S&amp;P 500, Nasdaq-100, and Dow Jones performance over the past month on October 2 as of 8:00 a.m. ET . Source: Koyfin</figcaption></figure><h2 class="st-heading-2">Midterms Impact On US Markets</h2>Lee also noted that the markets may prefer a divided government because it can limit major policy changes. Even if Democrats win both chambers of Congress, President Donald Trump would retain his veto power, he noted.“Markets, in some ways, prefer gridlock because then you don't have too much policy creep,” Lee said.One concern among investors is whether Democratic gains in the House and Senate could lead to greater resistance to data-center construction. Lee, however, expects Democratic lawmakers to continue supporting AI infrastructure because of its potential economic benefits for their districts.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/elon-musk-warns-of-ai-shakeout-while-zuckerberg-pichai-nadella-jassy-discuss-the-costs-mag-7-voices-this-week/cZUKmssR9cO">Elon Musk Warns Of AI Shakeout, While Zuckerberg, Pichai, Nadella, Jassy Discuss The Costs: MAG 7 Voices This Week</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Fundstart managing partner and Bitmine Immersion Technologies (BMNR) chairman Tom Lee said on Monday that he believes the market has reached its bottom after a rough stretch for stocks last month, citing a tight market for artificial intelligence and a mu

iShares Semiconductor ETF

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Traders are closely watching Iran de-escalation headlines as a major potential catalyst for a massive semiconductor short squeeze.

Investors are debating whether current semiconductor price action constitutes a support level test or a deeper breakdown of the long-term trend.

Bullish sentiment is building around post-midterm election gridlock and seasonal market tailwinds for tech sectors.

Skepticism grows over hyperscaler infrastructure spending, with many questioning if massive capital outlays will eventually yield genuine profit.

Conflicting data on put-call flow has participants arguing over whether the latest dip is an institutional shakeout or a genuine move to lower support.

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