SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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

SELLAS is drawing attention over the wait for the 80th overall-survival event in its Phase 3 REGAL AML trial and the companys quiet period; the last reported count was 78, and no new result is confirmed. Bulls view the prolonged wait as a possible sign of extended survival on GPS, while bears question the trial and disclosure timeline, and the selloff has fueled debate over whether market and options pressure or company-specific concerns are driving the move.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

A sharp futures rebound after Fridays selloff has turned the discussion from Black Monday crash warnings to whether the market can sustain the bounce. Traders debate whether it reflects genuine dip-buying or a fragile overnight short-covering move, with some linking optimism to possible Russia-Ukraine developments and easing oil prices while others expect a reversal.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A sharp tech- and AI-led selloff has put QQQ under pressure, while a strong rebound in futures prompted traders to debate whether the bounce can hold or is a bull trap. Black Monday anniversary crash warnings amplified the volatility, but many traders dismissed them as the rebound gathered momentum.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is drawing attention after a sharp semiconductor-sector selloff and volatile rebound, with traders debating whether the bounce marks a bottom or is a temporary rally. The bearish case centers on worries about AI spending, debt, inflation and Chinese competition, while dip buyers point to continued chip demand and the sectors oversold condition.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is caught in a broad semiconductor selloff as investors question whether AI infrastructure spending can justify high valuations, with inflation and interest-rate concerns adding pressure. Traders are split between expecting further downside and treating the decline as a buying opportunity, while some point to Intels foundry prospects and upcoming earnings as reasons for optimism.

Iovance Biotherapeutics, Inc. engages in the development and commercialization of cell therapies using autologous tumor-infiltrating lymphocytes (TIL) for the treatment of cancer. Its products include Amtagvi (lifileucel), and Proleukin (aldesleukin). The firm also develops investigational TIL therapies for other solid tumor cancers. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

ESMO data on lifileucel is driving attention: traders are weighing mature frontline melanoma results and early sarcoma responses as encouraging signs, while noting the small cohorts and need for confirmation in larger trials. The sharp pullback is widely viewed in the discussion as part of broader biotech and market weakness rather than a clear company-specific reaction.

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 decline is drawing attention to staged IPO lockup expirations, which make more shares eligible for sale, alongside weakness across AI and semiconductor stocks. Traders are split between viewing the selloff as a buying opportunity and worrying that potential insider selling, high valuation and customer-concentration concerns could prolong pressure.

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 caught in a broad neocloud and AI-infrastructure selloff as investors question the sectors debt-fueled expansion, financing costs, and path to returns. Traders are split between viewing the decline as an overdone pullbackoften arguing Nebius is better positioned than some peersand expecting further downside amid sector-wide risk concerns.

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

SMCIs steep selloff is drawing attention amid a broader pullback in AI and semiconductor stocks, with traders also focused on renewed governance and export-control concerns after a contractor pleaded guilty in a server-smuggling case. The debate centers on whether the decline is an overdone sector-driven drop or reflects company-specific risks ahead of earnings; bulls cite valuation and AI demand, while bears question management credibility and the outlook.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

Attention centers on TG Therapeutics MSToronto clinical presentations, especially initial Phase 1 azer-cel results in progressive MS, alongside BRIUMVI long-term and dosing data. Traders are anticipating a catalyst for the shares, though some are frustrated by the recent range-bound trading and buyout talk remains speculative.

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

Friday Sector Laggards: Computers, Application Software Stocks

In trading on Friday, computers shares were relative laggards, down on the day by about 3.2%. Helping drag down the group were shares of Quantum, down about 10.2% and shares of Super Micro Computer down about 7.3% on the day.

Also lagging the market Friday are application soft...

Super Micro Computer Names Mark Long SVP & CFO

(RTTNews) - Super Micro Computer (SMCI) announced the appointment of Mark Long as Senior Vice President and Chief Financial Officer, effective immediately. Long succeeds David Weigand. David will assist in the transition and shift his focus to helping optimize and accelerate the...

Supermicro Appoints Mark Long as Chief Financial Officer

Super Micro Computer, Inc. (Nasdaq: SMCI), an AI, Enterprise, Storage, and 5G/Edge Total IT Solution Provider featuring Data Center Building Block Solutions (DCBBS), today announced the appointment of Mark Long as Senior Vice President and Chief Financial Officer reporting directly to the Chief...

Why Is Super Micro Computer Stock Falling on Wednesday?

Why is SMCI stock falling Wednesday? A Super Micro-linked contractor pleaded guilty in an alleged $2.5 billion Nvidia AI server export case involving China.read more...

Super Micro Computer (SMCI) Suffers a Larger Drop Than the General Market: Key Insights

The latest trading day saw Super Micro Computer (SMCI) settling at $39.07, representing a -2.28% change from its previous close.

Why Is Super Micro Computer Stock Falling on Tuesday?

Why is SMCI stock falling Tuesday? A Super Micro contractor pleaded guilty in an alleged $2.5 billion AI server export case.read more...

Supermicro Expands Integrated Open Compute Project Portfolio to Accelerate Rack-Scale AI Data Center Deployments

Supermicro Expands Integrated Open Compute Project Portfolio to Accelerate Rack-Scale AI Data Center Deployments Supermicro Expands Integrated Open Compute Project Portfolio to Accelerate Rack-Scale AI Data Center DeploymentsPR NewswireSAN JOSE, Calif., Oct. 13, 2026Integrated Open Compute Project...

Here is What to Know Beyond Why Super Micro Computer, Inc. (SMCI) is a Trending Stock

Super Micro (SMCI) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Why Is Super Micro Computer Stock Falling on Monday?

Why is SMCI stock falling Monday? A Super Micro contractor pleaded guilty in an alleged $2.5 billion Nvidia AI server export scheme involving China.read more...

HPE Partners With NVDA: Can it Help Challenge SMCI & DELL?

Hewlett Packard Enterprise's NVIDIA partnership strengthens its enterprise AI offerings, challenging SMCI and DELL.

Premarket Movers: CRWV, AMD And Other AI Stocks Rebound, SpaceX Deal Boosts Tower Shares 

Equity

Neutral Sentiment

Yes, buying

No, staying away

Just holding what I have

Watching from the sidelines

Super Micro Computer ($SMCI) stock is higher by more than 20% after the company disclosed a record $60 billion order backlog and raised its margin outlook for the fiscal fourth quarter, citing new business with SpaceX. Are you buying $SMCI on the news? Vote and explain your reasoning in the comments.

Super Micro Computer ($SMCI) stock is surging after the company disclosed a record $60 billion order backlog and raised its margin guidance for the June quarter. Are you buying on the news?

Stocktwits

) stock is surging after the company disclosed a record $60 billion order backlog and raised its margin guidance for the June quarter. Are you buying on the news?

Stocktwits Polls

Investors are debating whether the recent 30% drop reflects a deeper fundamental breakdown in the AI sector or an overreaction to macro fears.

Bulls insist current valuation levels (P/E ~6) are an generational bargain, while bears warn of governance issues and hidden accounting risks.

Frustrated shareholders are divided on whether aggressive expansion and persistent cash-burning warrant further equity dilution from the company.

Market attention is shifting toward the November 3 earnings report, which many view as a make-or-break catalyst for the stock's future.

Many retail traders claim price action is being orchestrated by institutional manipulators through heavy shorting and aggressive tactical selloffs.

Current Price	$31.63
Prev Close	$35.09
Open	$34.48
Dividend Yield	0.00%
50-Day Moving Average	$38.67
Beta	2.86
Avg. Volume	37.81M
PE Ratio	9.62

52-Week High	$56.60
52-Week Low	$19.48
Market Capitalization	$20.78B
EPS (Annual)	$3.26
Price to Book	2.03
Revenue Per Employee	$5.58M

Feed

News

Sentiment

Earnings

Fundamentals

Info

SMCI Fundamentals