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Invesco QQQ Trust Series 1

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

SpaceXs strong quarterly results and rapid growth in its AI-compute business are driving attention, alongside Musks ambitious expansion and revenue outlook; traders are debating the bullish growth story against heavy capital spending, cash burn, and valuation concerns. A possible Tesla merger is also being discussed, but no deal has been agreed.

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

Super Micros sharply raised preliminary quarterly revenue outlook and improved gross-margin expectations, attributed to stronger AI-platform demand, sparked a sharp share-price rebound. Traders largely welcomed the update and speculated about a short squeeze and valuation reset, while others questioned whether margins, cash flow and execution can sustain the improvement.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflixs earnings beat was overshadowed by softer fourth-quarter guidance, a reduced advertising outlook, and concerns about slowing revenue growth, driving a sharp selloff. Traders are divided between viewing the drop as a buying opportunity and expecting further weakness amid questions about ad execution, content, and competition.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons sharp rebound followed Morgan Stanley naming it a top pick, citing stronger expected AWS growth and AI-related opportunities; traders also pointed to the Trainium software announcement ahead of earnings. Sentiment is mostly bullish, though some question whether the rally can hold near resistance and remain wary of heavy AI spending and the earnings test.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

The FAA certified Boeings long-delayed 737 MAX 10, clearing a regulatory hurdle and opening the way for production and deliveries. Traders welcomed the milestone but largely questioned its muted stock response, arguing that sustained production and delivery growthnot certification alonewill be needed to support cash flow and the turnaround.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products include diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly on May 10, 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Eli Lillys record-high breakout ahead of Q3 results is drawing attention, with traders pointing to raised analyst outlooks and expectations for strong Mounjaro and Zepbound demand to support results and guidance. Many celebrate the momentum and healthcare-sector rotation, while some caution that the rally could fade or that optimism is already priced in.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

CEO Paul Pragers comments on strong future power demand, project execution and TeraWulfs powered-shell modelrather than owning depreciating chipshave fueled a sharp, high-volume rebound. Bulls see the interview as highlighting the companys differentiation and a possible reversal, while skeptics view the move as a relief bounce amid lingering financing and sector concerns.

Northrop Grumman Corp. engages in the provision of advanced aircraft systems. It operates through the following segments: Aeronautics Systems, Defense Systems, Mission Systems, and Space Systems. The Aeronautics Systems segment is involved in the design, development, production, integration, sustainment, and modernization of advanced aircraft systems for the U.S. Air Force, the U.S. Navy, other U.S. government agencies, and international customers. The Defense Systems segment includes integrated battle management systems, weapons systems and aircraft, and mission systems sustainment and modernization. The Mission Systems segment offers advanced mission solutions and multifunction systems, primarily for the U.S. defense and intelligence community, and international customers. The Space Systems segment delivers end-to-end mission solutions through the design, development, integration, production and operation of space, missile defense, launch and strategic missile systems for national security, civil government, commercial, and international customers. The company was founded by John K. Northrop, Thomas V. Jones, and Kent Kresa in 1939 and is headquartered in Falls Church, VA.

Northrop Grumman Corp.

Northrop Grummans quarterly results topped expectations, with a raised outlook and record backlog underscoring strong defense and space demand. Traders welcomed the results and stock gain, while some questioned whether buyers would sustain the move after an intraday pullback.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Barclays downgrade of Dell and peers has fueled a sharp selloff, as traders debate whether AI-server revenue reflects durable demand or higher memory and component prices, with some questioning the pace of enterprise AI adoption. Bears see valuation and margin risks, while dip buyers point to Dells AI-server backlog and ongoing infrastructure demand; broader tech weakness and interest-rate concerns have added pressure.

TRUMP is a politics-themed digital coin built on the Solana blockchain that uses the brand of Donald Trump to foster a community-driven ecosystem. As a community-focused asset, it is designed to bridge political support with web ownership, operating within the PolitiFi sector to blend political movements with decentralized finance tools. The project's main value proposition lies in its official ties to Donald Trump’s media and business brands, which allows it to provide unique physical utility such as invitations to gala dinners and meetings at Mar-a-Lago.  The token serves as the primary currency for the officially licensed Trump Billionaires Club mobile and web game, where it is used for in-game purchases and unlocking features. By leveraging the Solana blockchain, the project ensures that these in-game actions and token transfers remain fast and cost-effective. The ecosystem remains stable through a programmatic release schedule that introduces new tokens slowly to prevent supply shocks, alongside the use of specialized market makers to maintain consistent liquidity for traders.  Holders can also participate in liquidity sharing by providing their tokens to automated systems to facilitate trading for others, often earning rewards or prizes in return. Beyond digital utility, holding a specific amount of the token is a requirement for attending exclusive real-world events, including VIP parties at Mar-a-Lago. The project is managed by the Trump Meme Team and is linked with Trump Media, with an investor base that includes a wide range of retail buyers and large holders who utilize secure custody services for their assets.

Trump For President

A modest rebound in the Official Trump meme coin has fueled pump and short-squeeze speculation, while bearish traders argue that steep losses, concentrated whale holdings and token unlocks leave holders vulnerable to another selloff. The conversation is split between dip-buying optimism and claims that the coin has been a costly cash grab; no specific catalyst for the move is established.

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Nifty 50

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Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

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Apple Inc.

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Microsoft Corporation

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ALAB vs. CSCO: Which AI Infrastructure Stock Is a Better Buy?

Astera Labs' strong AI connectivity growth and 81.5% stock surge stand out, but Cisco offers greater upside potential with robust networking demand and a lower valuation.

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Lumentum, Astera Labs, and Corning to Demonstrate 1060 nm VCSEL-Based PCIe over Optics for AI Rack-Scale Connectivity at the 2026 OCP Global Summit

Lumentum Holdings Inc. (NASDAQ: LITE), Astera Labs, Inc. (NASDAQ: ALAB), and Corning Incorporated (NYSE: GLW) today announced a joint demonstration of PCIe-over-optics connectivity for AI rack-scale architectures at the 2026 OCP Global Summit in San Jose, California. The rack-level demonstration...

ALAB Expands PCIe Portfolio With Aries 7: Can it Beat MRVL & CRDO?

Astera Labs expands its PCIe portfolio with Aries 7, strengthening its AI connectivity push against Marvell and Credo amid surging demand and stiff competition.


CRDO's Retimer Business Gains Steam: Can the Momentum Continue?

Credo Technology's retimer portfolio is emerging as a key growth engine as AI infrastructure demand drives record revenue and new product gains.

Why Is Astera Labs Stock Surging on Tuesday?

Astera Labs (NASDAQ: ALAB) stock is surging Tuesday amid a broader AI and semiconductor rally. Here's what's driving ALAB shares higher.read more...

Should You Buy, Sell, or Hold ALAB Stock After a 118% YTD Rise?

Astera Labs' 118% YTD rally reflects surging AI connectivity demand, but rich valuation, rising costs and tougher competition cloud the outlook.


MRVL's Alliance With NVDA & MSFT: Can It Challenge ALAB & AVGO ?

Marvell Technology is deepening its ties with NVIDIA and Microsoft to expand AI infrastructure and cloud security as it takes on Broadcom and Astera Labs.

MRVL Stock Skyrockets 221% YTD: Should Investors Buy, Sell or Hold?

Marvell Technology's AI-driven growth is accelerating, but its premium valuation, customer concentration and fierce competition warrant caution.

Credo Stock at a Premium Valuation: Opportunity or Stay Cautious?

CRDO's AI-driven growth, expanding optics portfolio and strong margins support its outlook, but premium valuation and execution risks warrant caution.

Astera Labs, Inc. provides rack-scale AI infrastructure through purpose-built connectivity solutions. The company offers a range of semiconductor-based connectivity solutions designed to address bandwidth, latency, and reliability challenges in AI and cloud data centers. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Mizuho Says Memory Upside Has More Room To Run — Sees Chip Equipment As The Next Opportunity

Equity

Bearish Sentiment

<ul class="summary-bullets"><li>Klein called Micron and memory stocks “dirt cheap” and expects free cash flow to accelerate significantly, according to Investing.com</li><li>Astera Labs was the exception to Klein’s view that most chip stocks look inexpensive relative to their growth potential.</li><li>DRAM equipment sales are projected to rise 39% to $38.8 billion in 2026, according to SEMI.</li></ul>Memory stocks still have room to run, while semiconductor equipment could emerge as the next opportunity in the chip trade, according to Mizuho’s technology, media and telecommunications specialist Jordan Klein.According to the Investing.com&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.investing.com/news/stock-market-news/these-ai-chip-stocks-are-dirt-cheap-mizuho-says-4927418">report</a>, Klein said he has grown more confident in the durability and upside potential of memory, semiconductor equipment, foundries, and parts of the hardware sector, including servers.&nbsp;The analyst added that positioning in semiconductors remains well below summer highs, even as fundamentals have strengthened. Investors should remain overweight the sector, he said.&nbsp;<h2 class="st-heading-2">Chip Equipment Emerges As Another Opportunity</h2>Klein said semiconductor equipment and analog chipmakers are the least-owned parts of the sector. He favored adding equipment exposure in the near term while being more selective with analog names. The analyst noted that SK Hynix and Samsung both closed at their highs in Korea, which is a good sign.As per the report, Klein described Micron Technology (MU) and memory stocks as “dirt cheap” and said free cash flow should accelerate significantly.Micron’s fiscal fourth-quarter (Q4) revenue rose to $54.23 billion from $11.32 billion a year earlier, while the company expects fiscal first-quarter revenue of $61.5 billion, plus or minus $1.5 billion.According to Klein, the main takeaway from Micron’s earnings update was that supply conditions are tight and should tighten further next year.<h2>Astera Stands Out On Valuation</h2>Klein said almost every chip stock looks inexpensive relative to its growth potential, with Astera Labs (<a class="mention" data-mention="$ALAB" data-symbol-id="ALAB" href="https://stocktwits.com/symbol/ALAB" target="_blank">ALAB</a>) being the exception, according to the Investing.com report.Astera reported second-quarter (Q2) revenue of $392.4 million, up 104% year over year, and expects third-quarter revenue of $540 million to $560 million as its Scorpio X-Series fabric switches ramp into volume production.Klein urged investors to look past day-to-day rotations between chip and software stocks, which he attributed to quantitative, passive, and systematic fund flows.<h2>Memory Supply Remains Tight</h2>TrendForce expects conventional DRAM contract prices to rise 10% to 15% sequentially in the fourth quarter. It also expects high-bandwidth memory (HBM) supply to remain constrained through 2027 as it competes with conventional memory for advanced-process and wafer capacity.Spending on semiconductor manufacturing equipment continues to rise, with memory-related investment driving much of the increase. SEMI expects dynamic random-access memory (DRAM) equipment sales to jump 39% to $38.8 billion in 2026, followed by another 27.4% increase in 2027.Korea’s equipment spending is being driven by advanced memory technologies, including high-bandwidth memory.<h2 class="st-heading-2">Retail Sentiment Around <a class="mention" data-mention="$ALAB" data-symbol-id="ALAB" href="https://stocktwits.com/symbol/ALAB" target="_blank">ALAB</a>, MU, DRAM</h2>On Stocktwits, retail investors’ sentiment around <a href="https://stocktwits.com/symbol/ALAB">ALAB stock</a> remained ‘bearish’, while sentiment surrounding <a href="https://stocktwits.com/symbol/MU">MU stock</a> turned ‘extremely bullish’. Sentiment around the Roundhill Memory ETF (DRAM) was ‘bullish’So far this year, Astera Labs stock has rallied over 98%, while Micron stock has surged more than 228%. In comparison, the Roundhill Memory ETF (<a href="https://stocktwits.com/symbol/DRAM">DRAM</a>), which tracks semiconductor companies that produce and supply HBM, NAND, and DRAM, has risen 118% over the same period.See Also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-s-fall-product-cycle-could-support-revenue-growth-says-morgan-stanley-sees-memory-costs-as-an-offsetting-factor/cZD0dCTRBiA">Apple’s Fall Product Cycle Could Support Revenue Growth, Says Morgan Stanley — Sees Memory Costs As An Offsetting Factor</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

SK Hynix Inc. 12-layer HBM4E memory chips on a LPDDR5X CAMM2 memory module arranged at the company's office in Seongnam, South Korea. Photographer: SeongJoon Cho/Bloomberg via Getty Images

Memory stocks still have room to run, while semiconductor equipment could emerge as the next opportunity in the chip trade, according to Mizuho’s technology, media and telecommunications specialist Jordan Klein.

Mizuho’s Jordan Klein reportedly said stronger fundamentals and lighter positioning leave further upside across memory and other parts of the semiconductor sector, with equipment names standing out as an underowned area.

Astera Labs Inc

Roundhill ETF Trust - Roundhill Memory ETF

SK Hynix Inc - ADR

$OUST

$BSX

$ALAB

$CRCL

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