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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 stronger-than-expected quarterly results and rapid growth in its AI compute business have driven attention, alongside Musks ambitious expansion outlook and talk of a possible Tesla merger. Many traders welcomed the results and rallied around the growth story, while others questioned the forecasts, valuation and heavy capital spending.

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 preliminary quarterly sales and gross-margin outlook came in well above its prior guidance, with the company citing stronger demand for AI platforms. Traders largely welcomed the update as evidence of accelerating AI-server demand and speculated about a short squeeze, while others questioned cash flow, execution and whether the improved margins can hold.

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 quarterly profit beat was overshadowed by a softer fourth-quarter outlook, slowing revenue growth and a reduced advertising-revenue forecast. Traders focused on growth and ad-business execution amid streaming competition, while some argued the selloff was excessive given the solid quarter and continued profitability.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

LUNR is drawing attention amid a steep selloff across space stocks, with traders debating whether sector pressure and competition for investor interest from SpaceX are driving the decline or whether company-specific concerns including a recent earnings miss, cash burn and dilutionare weighing more heavily. Some investors are watching for upcoming NASA CLPS milestones and mission updates as potential catalysts, while others remain bearish on the stocks outlook.

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

The Official Trump meme coin is drawing attention amid its steep decline from launch highs, with many traders alleging a rug pull and pointing to retail losses; bullish voices counter that it could rebound, while some cite a token unlock as a potential volatility catalyst.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Attention centers on the QualcommArm contract dispute and Judge Noreikas decision on Qualcomms request for a five-year royalty pause; traders note that the jury awarded only nominal damages, but the potential royalty impact remains unresolved. The discussion is split between concern about that legal overhang and hopes for a rebound after a sharp selloff, alongside criticism of Arms valuation.

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 FAAs certification of Boeings 737 MAX 10 is the dominant topic, with bullish traders viewing it as a long-delayed milestone that could unlock deliveries, while skeptics say approval alone wont fix production bottlenecks or improve cash flow. The muted stock reaction has fueled sell the news frustration and sharpened the debate over whether Boeing can turn certification into higher deliveries.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklos steep selloff and repeated lows dominate discussion, with traders pointing to share dilution and founder selling alongside the risks of a pre-revenue reactor developer whose commercialization is still years away. Some see an oversold buying opportunity tied to long-term AI power demand and nuclear-sector potential, but bearish frustration and uncertainty about whether the decline has bottomed are more prominent.

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

TeraWulf CEO Paul Pragers public comments on strong long-term power demand, project execution and the companys powered-shell modelproviding data-center space and power without owning depreciating GPUshave fueled renewed interest and a sharp rebound after a steep selloff. Bulls see the comments as a case for separating WULF from debt-heavy neocloud peers, while skeptics view the move as a relief bounce and remain concerned about financing, execution and broader AI-infrastructure weakness.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuits outlook below expectations despite a quarterly earnings beat, alongside slower customer growth and concerns about AI competition and TurboTax pricing, has driven the discussion. Traders are split between buying the selloff as an overreaction and expecting further weakness as the company works to prove its growth strategy.

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S&P 500, Dow Gain As Earnings Season Sets In, While SpaceX Aids Nasdaq After-Hours — SPCX, BA, MMM, NFLX, QCOM In Focus

Equity

SpaceX reported solid earnings fueled by a big jump in its artificial-intelligence business. 


Micron Invests In US Indium Processing Amid China Export Restrictions – MU Stock Still Dips

Micron said it will provide strategic funding to Indium Corporation to expand critical-minerals refining and high-purity materials manufacturing in New York.


Dow, S&P 500, Nasdaq Edge Higher Amid Tech Rebound As Q3 Earnings Season Forges Ahead: DJT, AMZN, CBRS, CRWV Stocks In Focus

Technology and AI stocks rebounded on Monday, reversing a week of steep declines. 

An Oil Refiner Is Beating Nvidia This Year: Analyst Thinks It Can Rally 16% More From Here

Shares of Marathon Petroleum have surged more than 200% in 2026, overtaking top chip companies including Nvidia, AMD, and Intel, among others. 

Nasdaq 100 Sees Best Day In Nearly A Month As AI Rout Cools — AMZN, BE, CRWV, AAPL, PLTR In Focus

The Philadelphia Semiconductor Index added about 1.6%.


Black Monday Calls, $110 Oil, A Chip Rout: 3 Charts to Watch This Week

U.S. stock futures rose early Monday despite social media fears of a repeat of the 1987 Black Monday crash, while the Nasdaq had just recorded its worst week since June.


Nasdaq 100 Records Worst Week In 18 Months As Investors Steer Clear Of Chipmakers — AAPL, MSTR, UBER, SOXX In Focus

The Philadelphia Semiconductor Index fell for an eighth straight day, the longest slide since 2008.

AI Stock Sell-Off Could Catch Bearish Investors Off Guard In ‘Right Tail Risk’, But Wall Street Feels Broader Market Signals Are Holding Up

SpotGamma’s Brett Pachuba said positive developments from Meta or Alphabet could trigger a sharp rally, particularly if investors are underinvested.


TSMC’s ‘Leave No Food On The Table’ Pledge Signals More AI Chip Investment, Morningstar Says

Morningstar estimates Taiwan Semiconductor Manufacturing trades about 27% below its fair value, with a $534 price target.


Dow Sees Best Day In Over A Month As Investors Rotate Out Of AI Trade On Overspending Concerns — CRWV, META, SPCX, PEP In Focus

U.S. producer prices came in hot, growing at 6.3% in September, the highest since 2022, following heightened CPI data in the previous session.


VanEck ETF Trust - VanEck Semiconductor ETF

Bullish Sentiment

<ul class="summary-bullets"><li>The S&amp;P 500 ended Tuesday 0.3% higher, the Nasdaq 100 slipped 0.1%, and the Dow Jones Industrial Average added 1%.</li><li>SpaceX posted $4.4 billion in net income for the quarter ending September.&nbsp;</li><li>3M beat earnings expectations for the September quarter and raised its full-year guidance.</li></ul>The S&amp;P 500 and Dow Jones index ended higher on Tuesday as investors braced for the start of earnings season, with 3M shares helping the Dow and strong SpaceX earnings pushing the Nasdaq after hours after a robust earnings print.The S&amp;P 500 ended Tuesday 0.3% higher, the Nasdaq 100 slipped 0.1%, and the Dow Jones Industrial Average added 1%. The Russell 2000, which tracks small-cap stocks, ended 1.7% higher.Futures tied to the Dow Jones Industrial Average rose 0.1%. S&amp;P 500 futures gained 0.4% and Nasdaq-100 futures added nearly 1%.The SPDR S&amp;P 500 ETF (<a class="mention" data-mention="$SPY" data-symbol-id="SPY" href="https://stocktwits.com/symbol/SPY" target="_blank">SPY</a>) rose 0.6%, and the SPDR Dow Jones Industrial Average ETF (DIA) added 1%. Meanwhile, the Nasdaq-100 tracking Invesco QQQ Trust (QQQ) eased 0.1% on Tuesday. &nbsp;Meanwhile, the VanEck Semiconductor ETF (SMH) and the iShares Semiconductor ETF slipped about 0.4% on Tuesday amid weakness in Micron Tech (MU), Nvidia (NVDA), Broadcom (AVGO), and most other silicon makers. The broader Vanguard Information Technology ETF (VGT) dropped 0.1%.However, all the above tech and semiconductor ETFs recovered after-hours.Retail sentiment on Stocktwits for SPY and DIA was ‘bearish’ with ‘high’ message volumes, while sentiment improved to ‘neutral’ from ‘bearish’ for the QQQ.<h2 class="st-heading-2">US Market Drivers</h2><figure class="table"><table><tbody><tr><td>Index</td><td>Move</td><td>Close</td></tr><tr><td>Dow Jones Industrial Average</td><td>1%</td><td>&nbsp;52,495.88&nbsp;</td></tr><tr><td>S&amp;P 500</td><td>0.3%</td><td>7,712.57</td></tr><tr><td>Nasdaq 100</td><td>-0.1%</td><td>29,490.28</td></tr></tbody></table></figure>The Dow Jones Industrial Average pushed higher behind impressive quarterly reports. Shares of conglomerate 3M advanced over 5% after topping Wall Street estimates and lifting its full-year outlook. Defense contractor Northrop Grumman climbed more than 4% following a quarter that surpassed expectations.At the same time, crude prices retreated, lifting market mood. Domestic West Texas Intermediate futures eased 1.8% to close at $101.79 per barrel, whereas Brent crude futures dipped 0.7% to $108.79, also aiding the Dow.Meanwhile, SpaceX reported third-quarter revenue of $14.58 billion, compared to an estimated $13 billion, and earnings of $0.35 a share, against an expected $0.13. Furthermore, SpaceX and Tesla formed special committees of independent directors to explore a potential combination, CEO of both companies Elon Musk said on Tuesday during SpaceX’s third-quarter earnings call amid heightened market speculation. &nbsp;The rocket maker’s strong earnings helped push the Nasdaq up 1% after-hours.The key question is whether recent growth rates can be sustained as comparisons become more demanding and macroeconomic risks persist, according to Ulrike Hoffmann-Burchardi at UBS Chief Investment Office.“We expect a strong third-quarter tech earnings season from a fundamental perspective, but elevated expectations may lead to company-specific volatility,” Burchardi told Bloomberg.<h2 class="st-heading-2">Key Trending Stocks</h2>Claude maker Anthropic is gearing up for a blockbuster initial public offering that could value the firm at up to $2 trillion, according to confidential draft prospectus documents viewed by The Wall Street Journal. &nbsp;The Federal Aviation Administration (FAA) on Tuesday certified Boeing’s (BA) 737 MAX 10, clearing the largest version of the jet family for production and delivery after years of delays and safety concerns.Netflix Inc.(NFLX) on Tuesday reported third-quarter earnings that beat Wall Street expectations, but its shares fell 5% in after-hours trading after the streaming firm issued a soft revenue outlook for the fourth quarter, setting it up for the fourth consecutive period of decelerating sales growth.Kroger Co.(KR) is committing $5 billion to sharpen its value proposition, slash everyday grocery costs, and capture a larger share of the household budget.Qualcomm (QCOM) is preparing to downsize its global workforce through a performance-focused reduction strategy, Reuters reported on Tuesday.Read More: <a href="https://stocktwits.com/news-articles/markets/equity/anthropic-s-new-prospectus-shows-revenue-is-growing-fast-so-are-its-compute-costs-losses-and-ai-risks-report/cZxABe3RBHf">Anthropic’s New Prospectus Shows Revenue Is Growing Fast, So Are Its Compute Costs, Losses And AI Risks: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Traders work on the floor of the New York Stock Exchange (NYSE) on May 06, 2026 in New York City after the Dow briefly hit the 50,000 mark, closing up over 600 points. (Photo by Spencer Platt/Getty Images)

SpaceX reported solid earnings fueled by a big jump in its artificial-intelligence business. 

iShares Core S&P 500 ETF

3M Co.

Micron Technology Inc

Qualcomm, Inc.

VanEck Semiconductor ETF

iShares Semiconductor ETF

Vanguard S&P 500 ETF

Too early to tell

Semiconductor stocks have been under significant selling pressure in recent weeks, leaving retail investors debating whether the worst is over or if more downside lies ahead. Cast your vote and let us know your reasoning in the comments.

Is the pullback in semiconductor stocks over? 
 
Explain your reasoning in the comments.

Current Price	$546.36
Prev Close	$548.46
Open	$541.85
Dividend Yield	N/A
50-Day Moving Average	$577.88
Beta	N/A
Avg. Volume	6.38M
PE Ratio	N/A

52-Week High	$671.83
52-Week Low	$315.05
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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