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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 Q3 earnings report is the dominant focus, with traders watching managements outlook on subscriber engagement, growth and advertising amid a steep share-price decline. Views are split: bears fear continued weakness and content concerns, while bulls argue expectations are low and a solid outlook could support a rebound.

Sea Ltd. is an internet and mobile platform company, which engages in the provision of online gaming services. It operates through the following segments: Digital Entertainment, E-Commerce, and Digital Financial Services. The Digital Entertainment segment offers and develops mobile and PC online games. The E-Commerce segment manages a third-party marketplace through the Shopee mobile app and websites that connect buyers and sellers. The Digital Financial Services segment includes a variety of payment services and loans to individuals and businesses through SeaMoney. Sea was founded by Xiao Dong Li, Gang Ye, and Jing Ye Chen on May 8, 2009 and is headquartered in Singapore.

Sea Ltd - ADR

Sea is selling off amid trader concerns that its planned Sea Cloud launch and a potential Monee public listing could add uncertainty and spending pressure while Shopee faces subsidy competition from TikTok Shop and Temu. The community is divided over whether the decline is an overreaction to those plans or a sign of deeper competitive and profitability concerns.

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

SLS is drawing attention as traders anticipate the 80-event trigger for final analysis of SELLASs Phase 3 REGAL trial; the last disclosed count cited in the discussion was 78. CEO Angelos Stergious anniversary message has also fueled unconfirmed buyout speculation, while skeptics stress that no trial update or deal is confirmed and attribute the rebound to trading and biotech-sector strength.

GE Aerospace is an American aircraft company, which engages in the provision of jet and turboprop engines, as well as integrated systems for commercial, military, business, and general aviation aircraft. The firm's portfolio of brands includes Avio Aero, Unison, GE Additive, and Dowty Propellers. It operates through the following segments: Commercial Engines and Services, Defense and Propulsion Technologies, and Corporate and Other. The Commercial Engines and Services segment is involved in the design, development, manufacturing, and servicing of jet engines for commercial airframes, as well as business aviation and aeroderivative applications. The Defense and Propulsion Technologies segment offers defense engines and critical aircraft systems. The Corporate and Other segment relates to corporate functions and operations costs. The company was founded by Thomas Alva Edison in 1878 and is headquartered in Evendale, OH.

GE Aerospace

GE Aerospaces earnings beat and raised outlook have been overshadowed by a sharp selloff, with traders pointing to rising costs, weaker cash conversion, and an insurance-business loss as concerns about profitability. The reaction has frustrated bullish holders, while others see the pullback as a buying opportunity and note that strong orders and demand remain intact.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980 and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

Anticipation of Sareptas DM1 and FSHD siRNA data is driving discussion, with traders pointing to positive Arrowhead results and Sareptas preclinical DM1 findings as support for the platform. Others caution that optimism and suspected short covering are not substitutes for human readouts, and debate whether the share move reflects company-specific momentum or broader biotech strength.

Myriad Genetics, Inc. is a molecular diagnostics and precision medicine company committed to advancing health and well-being for all. It develops and commercializes molecular tests that help patients and providers uncover genetic insights. The company was founded by Walter A. Gilbert, Mark H. Skolnick, and Peter D. Meldrum in May 1991 and is headquartered in Salt Lake City, UT.

Myriad Genetics, Inc.

Myriads agreement to sell its prenatal testing business to Labcorp is driving a sharp rally, with traders viewing the cash proceeds as a way to strengthen the balance sheet and refocus on oncology. Others are cautious that the divestiture also removes a significant revenue stream from a company already facing business and profitability concerns.

General Motors Co. engages in the designing, manufacturing, and selling of trucks, crossovers, cars, and automobile parts, and in providing software-enabled services and subscriptions. It operates through the following segments: GMNA, GMI, Cruise, and GM Financial. The company was founded by William C. Durant on September 16, 1908 and is headquartered in Detroit, MI.

General Motors Company

GMs quarterly earnings beat and new buyback were overshadowed by a narrowed full-year profit outlook with the midpoint unchanged, prompting a sharp selloff. Traders are divided between buying the dip on stronger cash-flow prospects and seeing the guidance as a reason for the stocks decline.

Rapport Therapeutics, Inc. engages in the discovery and development of transformational small molecule medicines for patients suffering from central nervous system disorders. It develops the RAP (receptor associated proteins) technology platform. The company was founded by Steven M. Paul and David Bredt in February 2022 and is headquartered in Boston, MA.

Rapport Therapeutics Inc.

Rapport Therapeutics Inc

Rapports attention is centered on Phase 2 results for RAP-219 in bipolar mania, which traders say met the primary and secondary endpoints and prompted bullish reactions and analyst upgrades. The response is divided: skeptics question the modest efficacy signal and point to agitation events and higher discontinuations, while shares have shown sharp volatility after the initial enthusiasm.

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 strong third-quarter results, raised 2026 earnings outlook and record backlog are driving the move higher. Traders are broadly bullish on the earnings and defense-demand outlook, though some are watching whether the shares can hold their gains after the jump.

The Compound Governance Token is a governance token on the Compound Finance lending protocol, COMP allows the owner to delegate voting rights to the address of their choice; the owner’s wallet, another user, an application, or a DeFi expert. Anybody can participate in Compound governance by receiving delegation, without needing to own COMP.  Anybody with 1% of COMP delegated to their address can propose a governance action; these are simple or complex sets of actions, such as adding support for a new asset, changing an asset’s collateral factor, changing a market’s interest rate model, or changing any other parameter or variable of the protocol that the current administrator can modify.

Compound

COMPs sharp rally has sparked breakout and short-squeeze speculation, with traders pointing to bullish chart patterns and the tokens limited supply. Some see it as a catch-up move after prolonged underperformance, while others remain skeptical and want a clearer catalyst; the institutional push and planned V4 are cited as longer-term bullish context.

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LRCX to Report Q1 Earnings: Should You Buy, Hold or Sell the Stock?

Lam Research gears up for Q1 earnings, with surging AI and memory chip demand, rising DRAM spending and advanced packaging technologies expected to fuel growth.

Stocktwits AI Roundup: AI Chip Selloff Deepens, CoreWeave Debt Concerns And Apple’s China AI Launch 

Equity

Mounting concerns about AI investment rattled chipmakers and infrastructure providers this week. 


KLAC Surges 64.5% in a Year: Should You Buy, Sell, or Hold the Stock?

KLA's surging AI-driven semiconductor demand, expanding $12.6B backlog, and strong revenue outlook reinforce its growth prospects and market leadership.


ASML Q3 Earnings Call Highlights Capacity Expansion Plans

ASML plans further capacity expansion as AI-driven chip demand outpaces equipment supply, with stronger memory investments and pricing gains shaping its outlook.

Should You Trade ASML Stock With Caution Despite Q3 Earnings Beat?

ASML's Q3 earnings beat and AI-driven demand signal growth, but revenue misses, capacity constraints and rising costs raise concerns about the stock's outlook.

TSM Stock Still Caught In AI Chip Rout Despite Record Q3 Profit And Bright Outlook: Retail Stays Bullish 

TSMC said Q4 revenue will rise 61% compared to 51% growth in Q3.

ASML CEO Says China Competition Risk Is ‘Pretty Low,’ Country Still Has A ‘Long, Long Way To Go’

CEO Christophe Fouquet said on the earnings call that concerns about China developing competing lithography tools have persisted for 25 years, but the underlying facts have not changed.


ASML Holding Q3 2026 Earnings Call Transcript

On Wednesday, ASML Holding (NASDAQ:ASML) discussed third-quarter financial results during its earnings call. The full transcript is provided below.
This content is powered by Benzinga APIs. For comprehensive financialread more...

ASML Q3 Earnings Beat on Strong Upgrade Demand, Revenues Miss

ASML's Q3 2026 earnings beat estimates despite a revenue miss, as AI-driven lithography demand, surging upgrade sales and higher margins fueled growth.

Zacks Investment Ideas feature highlights: Meta Platform, Micron, SK Hynix, SanDisk and and ASML

Micron, SK Hynix and SanDisk face AI-driven selling, but disputed revenue figures, overstated slowdowns and China's chipmaking limits may ease investor fears.

ASML Holding NV engages in the development, production, marketing, sales, upgrading and servicing of advanced semiconductor equipment systems. It includes lithography, metrology and inspection systems. The company was founded on April 1, 1984 and is headquartered in Veldhoven, the Netherlands.

ASML Holding NV - New York Shares

Bullish Sentiment

<ul class="summary-bullets"><li><a class="mention" data-mention="$SOXX" data-symbol-id="SOXX" href="https://stocktwits.com/symbol/SOXX" target="_blank">SOXX</a> fell 10.2% in the week through Thursday.</li><li>CoreWeave plunged 15% on Wednesday, triggered by a drop in its bond prices.</li><li>Apple reportedly plans to launch Apple Intelligence in China in December.</li></ul><p>A sharp selloff in chip and AI-linked stocks dominated the conversation this week, spilling over into markets across Asia despite strong quarterly results from TSMC and ASML. Investors also grew wary of the financial health of neocloud operators, while reports suggested Apple was finally gearing up to launch its AI features in China.</p><p>Here are the top headlines:</p><h2 class="st-heading-2"><strong>Chip Stocks Extend Selloff</strong></h2><p>U.S. semiconductor stocks fell sharply in the week amid fresh fears over the sustainability of AI spending and high valuations of major players in the sector. Concerns over CoreWeave’s plummeting bond prices, a Gartner report warning about the future of neocloud businesses, and hotter-than-expected inflation fueled the selloff.</p><p>The iShares Semiconductor ETF (SOXX) shed 10.2% in the week through Thursday, with Intel (INTC) and Micron (MU) falling over 9%.&nbsp;</p><h2 class="st-heading-2"><strong>CoreWeave Debt Concerns</strong></h2><p>CoreWeave shares slumped as investors scrutinized the debt financing behind its AI infrastructure expansion. CRWV&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crwv-stock-flashes-red-again-analyst-says-it-could-be-first-casualty-in-ai-downturn-retail-sniffs-opportunity/cZxWoVYRBA0">plunged</a> 15.5% on Wednesday after Bloomberg reported that the company’s unsecured debt due in 2032 fell below 80 cents on the dollar, a level widely seen as the threshold for financial strain. Shares recovered on Thursday, although the weekly drop stood at 15%.</p><h2 class="st-heading-2"><strong>Anthropic IPO Valuation Expectations Ease To $1.5 Trillion</strong></h2><p>Some Anthropic investors are&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anthropic-ipo-some-investors-reportedly-weigh-lower-1-5-trillion-valuation-as-ai-lab-s-revenue-growth-slows/cZx0A7URBrH">considering</a> a valuation of around $1.5 trillion for the AI startup’s anticipated IPO, below the earlier expectation of $2 trillion. Slowing sequential revenue growth and rising AI financing costs have prompted investors to reassess the company’s valuation.</p><h2 class="st-heading-2"><strong>TSMC, ASML Results Highlight AI Chip Demand</strong></h2><p>Strong results and upbeat outlooks from Taiwan Semiconductor Manufacturing Co. (TSMC) and ASML Holding (ASML) eased concerns about a potential slowdown in AI chip demand, setting a positive tone ahead of hyperscalers’ earnings reports in the coming weeks.</p><p>ASML&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/asml-raises-sales-forecast-for-a-third-time-but-q3-sales-miss-sends-stock-lower-earnings-selloff-spreads-to-mu-sndk-intc/cZxfWHbRBp9">raised</a> its 2026 sales outlook for a third time, while TSMC&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tsm-stock-still-caught-in-ai-chip-rout-despite-record-q3-profit-and-bright-outlook-retail-stays-bullish/cZxWnqCRBAO">projected</a> a 51% revenue increase in the ongoing quarter. Their shares still fell amid the broader chip selloff.</p><h2 class="st-heading-2"><strong>China Approves Alibaba AI Models For Apple’s iPhones</strong></h2><p>Apple Inc. is gearing up to release its artificial intelligence platform in mainland China, after it received approval from Beijing after a lengthy process, Bloomberg reported.</p><p>The iPhone maker is planning to launch Apple Intelligence in the region in December as part of an upcoming iOS 27.3 update, according to Bloomberg’s sources, although the launch will exclude the new Siri AI assistant.</p><h2 class="st-heading-2"><strong>How Did Tech Stocks Move?</strong></h2><p>Shares of AI infrastructure firms Intuit, Inc. (INTU) and Shopify, Inc. (SHOP) were among the top gainers in the Nasdaq-100, rising 9.6% and 8.3%, respectively.</p><p>The Invesco QQQ Trust Series 1 (QQQ) fell 3.1%, while Rocket Lab Corp. (RKLB) plunged 19.2%, emerging as the biggest loser in the week.</p><p>&nbsp;</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p><p>Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anthropic-ipo-some-investors-reportedly-weigh-lower-1-5-trillion-valuation-as-ai-lab-s-revenue-growth-slows/cZx0A7URBrH">Anthropic IPO: Some Investors Reportedly Weigh Lower $1.5 Trillion Valuation As AI Lab’s Revenue Growth Slows</a></p><p>&nbsp;</p>

Representative image of an automated robotic arm gripping a CPU inside of a circuit board factory. (Photo by luza studios/Getty Images)

Mounting concerns about AI investment rattled chipmakers and infrastructure providers this week. 

Stocktwits AI Roundup: AI Chip Selloff Deepens, CoreWeave Debt Concerns And Apple’s China AI Launch

Apple Inc

ASML Holding NV

CoreWeave Inc

iShares Semiconductor ETF

Taiwan Semiconductor Manufacturing - ADR

$NVDA

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$AVGO

$TSM

If you had to pick just one, which semiconductor stock would you own for the next decade? 
 
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Current Price	$1,635.96
Prev Close	$1,647.12
Open	$1,633.08
Dividend Yield	0.70%
50-Day Moving Average	$1,737.75
Beta	1.78
Avg. Volume	1.33M
PE Ratio	40.53

52-Week High	$1,999.96
52-Week Low	$946.11
Market Capitalization	$634.83B
EPS (Annual)	$27.91
Price to Book	25.33
Revenue Per Employee	$833,938.67

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