SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

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 quarterly results beat expectations and marked its first profitable quarter since its IPO, with AI and compute growth driving much of the excitement. Traders celebrated the earnings-fueled rally and potential short squeeze, while others questioned the valuation and heavy AI spending; preliminary Tesla merger discussions and an upcoming share unlock also drew attention.

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

Netflix shares are under pressure after its quarterly profit beat expectations, but a softer fourth-quarter outlook and slowing revenue growth overshadowed the results; the company also lowered its advertising revenue forecast. Bears see growth and ad execution as key concerns, while bulls argue the selloff overstates the risk given the profitable quarter and share buybacks.

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

Reported Chinese orders for Nvidias export-compliant GPUs are renewing discussion of strong AI-chip demand, though traders are frustrated that the news has not translated into a stronger share-price response. The debate also reflects optimism about continued AI infrastructure spending after SpaceX and Super Micro updates, balanced by worries about valuations, financing, and whether that spending will generate returns.

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 Micro drew attention after raising its preliminary fiscal Q1 revenue outlook and gross-margin expectations on stronger AI-platform demand. The community was largely bullish, viewing the update as evidence of robust AI-server demand and a possible short-covering catalyst, while some questioned whether the rally would hold and remained wary of the companys execution and credibility.

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

Anticipation of SELLASs Phase 3 REGAL trial reaching its 80-event trigger and eventual final analysis is driving attention, with traders also watching for SLS009 updates. Bulls read the CEOs anniversary message and planned ASH presence as possible signs of a deal or major announcement, while skeptics note that no such news is confirmed and the recent rally may be speculation and trading activity.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy is in focus ahead of its Q3 earnings report, with traders debating whether results and guidance can support its premium valuation. Bulls point to AI and data-center power demand, while others cite recent volatility and elevated expectations as reasons for caution.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

HHSs kidney-care plan has traders focused on whether CMS will create a separate infection-prevention reimbursement category for DefenCath, a potential durable payment path that remains uncertain. The discussion also weighs FDA Priority Review of REZZAYOs prophylaxis application against concerns about DefenCaths reimbursement outlook and the stocks muted response to company developments.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is caught in a semiconductor selloff as traders question whether heavy AI infrastructure spending can deliver returns and whether debt-financed projects create credit or circular-financing risks; some also blame CEO Hock Tans casino remarks for worsening sentiment. Bulls point to continued hyperscaler and Anthropic demand as support for the long-term AI-chip thesis, while bears remain focused on the stocks weakness and financing risks.

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

Traders are focused on Seas reported plans for a Monee fintech listing and a new AI cloud business, with the announcements coinciding with a sharp selloff. The community is split between seeing the moves as potential value creation and worrying about uncertainty, spending, and Shopee competition; some also view the decline as an oversold buying opportunity.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

SpaceXs strong earnings and expanding AI-compute business are driving talk of a rebound in the Nasdaq-heavy QQQ, with traders saying the results could lift the broader AI trade. Others remain wary of heavy capital spending, debt and uncertain returns, leaving the reaction divided.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

AMD CEO Lisa Su Sees AI Inference Boom Fueling $1.5T Demand By 2030: 'About 60% Of The Market Going Forward' 

Equity

AMD is scaling its AI hardware business as inference and AI agents boost computing needs. 


Should You Buy AMD Post-World Labs Deal or Still Favor NVIDIA ETFs?

AMD's World Labs deal strengthens its long-term AI story, but valuation, growth and price targets favor NVIDIA for now.

Bet on These ETFs as AMD Agrees to Buy World Labs for $8.2B  

AMD's $8.2B World Labs deal expands its AI ambitions, while AMD-heavy ETFs offer diversified exposure to the broader physical AI shift.

AMD's $1T Hit Makes These ETFs Worth Betting On

Advanced Micro Devices crosses $1T as AI demand drives its rally. Explore three ETFs with significant AMD exposure and potential AI infrastructure upside.

3 Software ETFs to Buy as the SaaSpocalypse Bottoms Out 

IGV's sharp rebound signals the SaaSpocalypse is almost over, as AI adoption and strong software earnings revive the sector's recovery.

AMD's Recent Surge Still Matters: Putting These ETFs in Focus

Advanced Micro Devices' strong earnings outlook and AI growth keep investors interested, while SOXX, GAMR and IGPT offer diversified exposure to its upside.

Software Stocks & ETFs: Is the AI Sell-Off Over?

We examine why software stocks are rebounding and highlight software ETFs.

Should You Invest in the Invesco AI and Next Gen Software ETF (IGPT)?

The Zacks Analyst Blog Highlights NVIDIA,CHAT, AIS, AIQ,  QTUM, ROBO and  IGPT

NVIDIA???s 70% fiscal 2028 growth outlook signals surging AI demand, putting broad-based AI ETFs in focus.

NVIDIA Raises the Bar on AI Growth: AI ETFs to Win

NVIDIA's 70% growth outlook reinforces the AI boom, benefiting ETFs targeting generative AI, quantum computing, robotics and next-gen software.

Invesco Exchange-Traded Fund Trust - Invesco AI and Next Gen Software ETF

Bullish Sentiment

<ul class="summary-bullets"><li>AMD CEO Lisa Su said AI inference and agentic workloads are driving demand for AI infrastructure.&nbsp;</li><li>She expects CPU demand could grow 50% annually to exceed $200 billion by 2030.&nbsp;</li><li>AMD has begun shipping its Helios AI racks to major customers, including Meta, Microsoft, OpenAI, Oracle and Anthropic.&nbsp;</li></ul><p>Advanced Micro Devices (AMD) CEO Lisa Su sees AI inference driving the next wave of growth, with the data center AI accelerator market potentially reaching $1.5 trillion by 2030. Speaking at the 2026 OCP Global Summit, Su said inference could account for about 60% of the AI market as agentic workloads bring demand for computing power.</p><h2 class="st-heading-2">AMD CEO Says AI Infrastructure Market Set For Major Growth</h2><p>Advanced Micro Devices is expanding its AI infrastructure lineup as demand shifts toward systems that can run AI applications at scale. Su highlighted the company’s Helios and Helion rack systems, growing demand for processors, and the development of a new EPYC chip.</p><p>“This year is really the year of inference. This is the year where we believe inference is now about 60% of the market going forward. And it's not just inference. It's really the agentic workloads that have really taken off.”</p><p>Su said AMD expects the market for data center AI accelerators to approach $1.5 trillion by 2030. She also pointed to a sharp increase in demand for central processing units (CPUs), driven in part by AI agents that can carry out tasks with limited human involvement.</p><p>“We have actually raised the TAM on this three times in the last nine months because we've seen that much growth in the overall CPU demand, which we now believe will grow at approximately 50% CAGR over the next four or five years to over a $200 billion TAM by the time you get to 2030.”</p><p><a href="https://stocktwits.com/symbol/AMD">Advanced Micro Devices stock</a> traded over 1% lower in Tuesday’s premarket.&nbsp;</p><h2 class="st-heading-2">AMD’s Helios AI Rack Enters Production</h2><p>AMD's Helios rack-scale system, introduced in July, began production shipments in September. Su said initial systems have reached major customers, including Meta Platforms (META), Microsoft (MSFT), OpenAI, Oracle (ORCL) and Anthropic. Production is expected to increase through the fourth quarter and into the first half of 2027.</p><p>Developed with Meta, Helios follows Open Compute Project standards and combines 72 GPUs into a single accelerator system. The rack contains more than 18,000 GPU compute units and 4,600 Zen 6 CPU cores. AMD estimates that the platform can deliver 30% more tokens per dollar, a measure of AI processing value relative to cost.</p><p>“Helios is absolutely the most sophisticated and complex system that we've built at AMD together with our partners.”</p><h2 class="st-heading-2">AMD’s Helion Targets AI Agents And Enterprise Workloads</h2><p>AMD also introduced Helion, a rack system designed for agentic AI workloads. The company said the system can support more than 32,000 Zen 6 cores and up to 32 Instinct MI350P GPUs. It supports liquid or air cooling and uses a standard 21-inch rack design.</p><p>The system is intended to help data center operators match computing resources to different tasks, from everyday personal assistants to enterprise applications and demanding technical workloads. Su also presented EPYC Verano, a server processor based on AMD's Venice CPU core family. Designed to reduce system power consumption, the chip features six core-complex dies and up to 192 CPU cores, along with improved bandwidth between CPUs and GPUs.</p><h2 class="st-heading-2">AMD Stock: Retail View&nbsp;</h2><p>However, on Stocktwits, retail sentiment around the stock slipped to ‘bearish’ from ‘neutral’ the previous day.&nbsp;</p><p>AMD stock has gained over 177% year-to-date.&nbsp;</p><p>Also see:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/fslr-stock-slips-overnight-first-solar-s-ai-power-demand-opportunity-faces-tax-credit-test-says-analyst/cZxBBSWRBoQ">FSLR Stock Slips Overnight: First Solar's AI Power Demand Opportunity Faces Tax Credit Test, Says Analyst</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

AMD Chair and CEO Dr. Lisa Su delivers a keynote address at CES 2023 at The Venetian Las Vegas on January 04, 2023

Advanced Micro Devices (AMD) CEO Lisa Su sees AI inference driving the next wave of growth, with the data center AI accelerator market potentially reaching $1.5 trillion by 2030. Speaking at the 2026 OCP Global Summit, Su said inference could account for 

AMD CEO Lisa Su Sees AI Inference Boom Fueling $1.5T Demand By 2030: 'About 60% Of The Market Going Forward'

Advanced Micro Devices Inc

Invesco AI and Next Gen Software ETF

iShares Semiconductor ETF

Hold rates steady

Cut 25 bps

Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

Feed

News

Sentiment

Fundamentals

Info

IGPT Invesco AI and Next Gen Software ETF

Fundamentals

Latest IGPT News