SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as crude prices surge amid reported tanker attacks and supply risks around the Strait of Hormuz, alongside concerns about Saudi and Russian energy infrastructure. Traders are split between betting on further gains from geopolitical disruption and warning that prices look extended and could retreat if diplomacy or supply relief eases those fears.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A tech-led rebound after the recent AI-stock selloff has put QQQ in focus, but traders are divided over whether it marks a recovery or a short-lived relief rally and bull trap. Upcoming megacap earnings and lingering concerns about AI spending and debt, alongside rising oil prices, are adding to the volatility.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras steep post-IPO slide is being tied by traders to recurring lockup share releases and insider selling, alongside a TD Cowen rating-target cut and concerns about the AI-chip sector. The community is divided between expecting more downside amid valuation, customer-concentration, and scaling concerns, and viewing the selloff as an oversold opportunity based on Cerebras technology and potential demand.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStops warrant-expiration deadline is dominating discussion: holders are weighing whether the shares can reach the warrants exercise price before they expire, while traders debate whether they will lapse worthless or be extended. The uncertainty has fueled frustration over the recent pullback and Cohens actions, alongside bullish speculation that he could still provide a catalyst and bearish views that expiration would remove potential dilution.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Ciphers sharp selloff is being tied mainly to its convertible-note financing and debt conversion, which traders fear will dilute shareholders, alongside broader weakness in AI/data-center stocks and concerns about debt and execution. The community is split between calling the decline an oversold buying opportunity and warning that selling pressure could continue.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

NuScale shares are under pressure after UBS downgraded the stock to Sell, citing lengthy commercialization timelines and a lack of firm customer commitments. The move has sharpened debate over execution risk and cash burn, with some traders viewing the selloff as a buying opportunity while others see limited commercial progress as a reason for caution.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeaves sharp selloff is being tied mainly to concerns about its heavy debt, financing costs and ability to fund AI infrastructure expansion, amid broader weakness in neocloud stocks. Bears warn of dilution or default, while bulls cite its contracted backlog, Nvidia ties and ARKs buying; the Goldman upgrades failure to sustain a rally underscores the divide.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius is drawing attention amid a sharp AI-infrastructure selloff and a relief bounce, with traders split on whether the rebound signals stabilization or another short-lived rally. Concerns about neocloud financing and capital spendingheightened by CoreWeaves debt worriescompete with the bullish view that Nebius is better positioned and could capture demand from struggling providers.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJTs slide to record lows is being linked by traders to falling Trump approval and approaching midterms, with many questioning Truth Socials engagement and the companys fundamentals. The conversation is overwhelmingly bearish, though a few traders see the decline as a potential short-term trading opportunity.

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, citing limited evidence of accelerating enterprise AI spending and concerns that higher memory costs are inflating reported revenue, is the main catalyst behind the sharp selloff; broader worries about inflation, rates and AI infrastructure financing added pressure. Traders are split between viewing the decline as an oversold buying opportunity and expecting further weakness after the stocks steep run-up.

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

NVIDIA Corp

 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

Why Is WOLF Stock Surging Over 18% Overnight? 

Equity

Wolfspeed will receive conditional $1.5 billion financing from the U.S. Department of War. 


Should You Invest in the Invesco Semiconductors ETF (PSI)?

Bet on These ETFs as Intel Stock Jumps Nearly 40% in a Month

Intel soars as AI and data center growth fuel its rally, putting Intel-heavy ETFs in focus. 

BofA Sees Global Chip Market Nearly Doubling: Semiconductor ETFs to Buy

BofA expects the global semiconductor market to nearly double by 2030. Here are a few semiconductor ETFs to consider.

Is Invesco Semiconductors ETF (PSI) a Strong ETF Right Now?

ETFs to Buy as AMD Shares Sink 7% Despite Q2 Earnings Beat

AMD slides after beating Q2 estimates, but strong AI and data center growth outlooks may steer investors toward ETFs with meaningful exposure to this chipmaker.

AMKR Stock Falls Below 200-DMA For First Time In Nearly A Year – B. Riley Says AI Sentiment Pressure Remains A Risk

B. Riley stated near-term challenges, including weakness in communications, program delays, and pressure from AI sentiment, could create volatility for the stock.

Top-Performing ETF Areas of 1H 2026

From shipping to semis, these ETF areas dominated 1H 2026 as AI, geopolitics and strong earnings fueled market gains.

Invesco Exchange-Traded Fund Trust - Invesco Semiconductors ETF

Neutral Sentiment

<ul class="summary-bullets"><li>The funding would help Wolfspeed expand U.S. SiC and GaN production.&nbsp;</li><li>The financing would support advanced chip production for defense, infrastructure and AI.&nbsp;</li><li>Wolfspeed could receive a 30-year loan and issue warrants covering up to 7.5% of its shares.&nbsp;</li></ul>Wolfspeed Inc. (WOLF) stock surged more than 18% overnight&nbsp;late Wednesday&nbsp;after the U.S. Department of War’s Office of Strategic Capital (OSC) announced a conditional $1.5 billion loan commitment.&nbsp;The proposed financing aims to expand domestic production of silicon carbide (SiC) and gallium nitride (GaN) technologies, strengthening Wolfspeed’s role in critical defense, AI, and semiconductor supply chains.&nbsp;<a href="https://stocktwits.com/symbol/WOLF">Wolfspeed stock</a> has been gaining for two straight months. However, the stock is down 11% so far this week.&nbsp;<h2 class="st-heading-2">Wolfspeed’s Defense And Semiconductor Push</h2>The conditional financing would support Wolfspeed’s efforts to strengthen its domestic supply of silicon carbide SiC materials and wide-bandgap power devices. The company plans to use part of the potential funding to improve its GaN capabilities. Silicon carbide and gallium nitride are wide-bandgap semiconductor materials that can handle demanding power and radio-frequency applications. Their uses span military equipment, critical infrastructure and emerging AI technologies.The company has manufacturing facilities in North Carolina, New York and Arkansas. Wolfspeed expects the financing to help expand U.S. production of both low- and high-voltage GaN power devices, advance GaN-on-SiC technology and build additional radiation-hardening capabilities.“With this financing, the company would be well positioned to not only continue to serve the DoW but also expand its capabilities for the benefit of U.S. national security as a whole,” said Robert Feurle, CEO, Wolfspeed.&nbsp;<h2 class="st-heading-2">Wolfspeed Secures Long-Term Financing</h2>The proposed arrangement would take the form of a senior secured term loan that could be drawn over time and would carry a 30-year duration. Wolfspeed would also issue warrants to the Department of War covering up to 7.5% of its fully diluted shares.&nbsp;"Securing U.S. military and economic superiority requires bold domestic investments in critical dual-use capabilities. By strengthening our nation's wide bandgap industrial base, the contemplated transaction would achieve important national security objectives while advancing U.S. supremacy in the SI era," said Peter B. Zuckerman, Senior Managing Director, OSC.<h2 class="st-heading-2">What Are WOLF Retail Traders Saying&nbsp;</h2>On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory.&nbsp;A user&nbsp;<a href="https://stocktwits.com/Kipling79/message/666013683">said</a>, “I think the most positive part of this deal is the radiation-hardened chip requirement, and it hasn't been mentioned yet here. This is a diversification away from EV chips, always good for business, and pretty much implies (guarantees?) that the government and DoD contractors will be making purchases; likely the entire purpose of the deal.”Another user&nbsp;<a href="https://stocktwits.com/jobTrader/message/666008531">said</a>, “Started a new position here. It’s going to follow Intel's trajectory. $80 or more soon.”WOLF stock has surged 80% year to date.&nbsp;Also see:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/stz-stock-looks-to-snap-7-weeks-of-losses-why-goldman-sachs-is-bullish-despite-slashing-price-target/cZDUbrlRBZg">STZ Stock Looks To Snap 7 Weeks Of Losses: Why Goldman Sachs Is Bullish Despite Slashing Price Target</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Wolfspeed Inc. (WOLF) stock surged more than 18% overnight late Wednesday after the U.S. Department of War’s Office of Strategic Capital (OSC) announced a conditional $1.5 billion loan commitment.

Why Is WOLF Stock Surging Over 18% Overnight?

Invesco Dynamic Semiconductors ETF

Wolfspeed Inc

$SPCX

$NFLX

$TSLA

$META

Which earnings release are you most looking forward to this week: $SPCX, $NFLX, $TSLA, or $META? Drop a comment for others.

Current Price	$127.82
Prev Close	$124.50
Open	$129.85
Dividend Yield	N/A
50-Day Moving Average	$141.96
Beta	N/A
Avg. Volume	303,733.08
PE Ratio	N/A

52-Week High	$189.24
52-Week Low	$66.93
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

Feed

News

Sentiment

Fundamentals

Info

PSI Fundamentals