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

Anticipation around SELLASs event-driven Phase 3 REGAL trial dominates discussion, with traders focused on the 80-event threshold needed to trigger final analysis. Bulls interpret the prolonged wait since the last disclosed count as a possible sign of longer survival on GPS, while skeptics stress that the delay does not prove efficacy and the eventual readout remains uncertain; buyout speculation adds to the chatter.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

BioCryst is drawing attention for continued share-price weakness despite growing ORLADEYO sales and raised revenue guidance. Traders are divided between seeing the profitable business and pipeline as undervalued and doubting managements acquisition-led strategy, with sentiment hinging on future navenibart and Netherton data amid HAE competition.

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 fresh lows dominates discussion, with traders linking the weakness to deteriorating sentiment around Trump ahead of the midterms and the companys limited operating performance; bearish views prevail, though some see potential for a short-term bounce.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as Middle East conflict and reported attacks on shipping and energy infrastructure fuel concerns about oil supply disruptions. Traders are split between betting that those risks will keep oil elevated and expecting peace-deal headlines or a normalization of flows to unwind the risk premium, contributing to sharp swings.

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.

Myriad Genetics agreement to sell its Prenatal Health testing business to Labcorp for cash is driving the sharp rally, with traders viewing the proceeds as a boost to liquidity and a chance to refocus on cancer diagnostics. Others question the sale of a major business, while much of the discussion centers on the surge, breakout levels and short-covering speculation; the transaction remains subject to closing conditions.

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

Seas planned public listing of its Monee financial-services arm and launch of an AI enterprise platform are driving the discussion as shares sell off. Traders worry that a separation could weaken the remaining business or take time to complete, while some view the listing as a way to unlock Monees value.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IRENs steep selloff is being debated amid broader fears about neocloud financing and Gartners warning that many independent AI infrastructure providers could consolidate. Bullish traders point to CEO Daniel Roberts comments that IRENs data centers carry no debt and customer prepayments help fund GPU costs, while bears remain focused on weak price action and execution risks.

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

GEs quarterly earnings beat and higher full-year guidance have been overshadowed by a sharp share-price decline, with traders focusing on rising costs, weaker cash flow, and an insurance-business loss. The community is split between seeing strong orders and services demand as evidence of durable momentum and questioning whether that demand will translate into better margins and cash generation.

RTX Corp. is an aerospace and defense company, which engages in the provision of aerospace and defense systems and services for commercial, military, and government customers. It operates through the following segments: Collins Aerospace Systems (Collins), Pratt and Whitney, Raytheon Intelligence and Space (RIS), and Raytheon Missiles and Defense (RMD). The Collins segment manufactures and sells aero structures, avionics, interiors, mechanical systems, mission systems, and power controls. The Pratt and Whitney segment includes the design and manufacture of aircraft engines and auxiliary power systems for commercial, military, and business aircraft. The RIS segment is involved in the development of sensors, training, and cyber and software solutions. The RMD segment offers end-to-end solutions to detect, track, and engage threats. The company was founded in 1922 and is headquartered in Arlington, VA.

RTX Corp

Raytheon Technologies Corporation

RTXs quarterly earnings beat, raised full-year outlook and record backlogsupported by long-term missile contracts and strong defense demandare driving attention. Traders welcome the results and demand outlook, but many are frustrated that the share price has stayed weak or turned red despite the positive news.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Unconfirmed reports of a potential U.S.-Iran dealand doubts that an agreement is imminentdominate discussion, with traders linking the headlines and oil swings to QQQs sharp reversals. Some bought the bounce, while others called it a bull trap and pointed to tech/AI weakness and upcoming earnings as reasons for caution.

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SOXX, SOXL Retreat To Red Premarket, But Retail Is 'Extremely Bullish' Ahead Of Tech Earnings

SOXX is drawing attention after a prolonged semiconductor selloff and a bounce near support, with traders split between buying an oversold recovery and expecting further weakness amid AI-spending and financing concerns. Bulls are watching upcoming tech earnings and hyperscaler capex commentary for confirmation that chip demand remains strong.

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

Equity

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


XLK vs. SOXX: Broad Tech Exposure or Semiconductor Bet?

Key PointsState Street Technology Select Sector SPDR ETF has a lower expense ratio than iShares Semiconductor ETF...

Nvidia Reportedly Sees Alibaba, ByteDance, Tencent Order $35B In RTX PRO 5500 Chips Amid US Export Curbs

According to a Reuters report, Nvidia may be able to deliver only 5% to 10% of the total orders.

SKHY Stock Slides Premarket: Retail Eyes Buying Opportunity As Rival Micron’s Taiwan Strike Plan Adds Uncertainty To Memory Trade

Taiwan is a major DRAM and HBM manufacturing hub for Micron, which employs about 15,000 people there.

The iShares Semiconductor ETF was down more than 1% in premarket trading early Tuesday, while the Direxion Daily Semiconductor Bull 3X Shares lost over 4% at the time of writing.

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. 

AVGO Stock Edges Up Overnight After 10-Year Docomo Deal, But Retail Stays On Edge Over CEO’s AI ‘Casino’ Remarks 

CEO Hock Tan’s AI “casino” remarks and warning about capital constraints are still worrying retail traders.

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%.


Samsung Appears to Be a Good Bet Ahead of Q3: ETFs in Focus 

Samsung forecasts a surge in Q3 profits, highlighting the AI-driven memory-chip boom, putting memory, South Korean equity and semiconductor ETFs in focus.

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.


iShares Trust - iShares Semiconductor ETF

Extremely Bullish Sentiment

<ul class="summary-bullets"><li>The companies plan to sign a long-term supply agreement, but Micron did not disclose the agreement’s financial terms.</li><li>The deal is part of Micron’s plan to invest up to $3 billion in the U.S. semiconductor supply chain.</li><li>China accounts for nearly 70% of global indium production, and export controls and tighter customs checks have raised concerns about access to the material.</li></ul>Micron Technology (MU) shares were on track to reverse Monday’s gains amid the broader technology sell-off in early morning trade on Tuesday despite announcing strategic funding to Indium Corporation to expand refining and manufacturing in New York.Micron said the companies plan to enter a long-term supply agreement that will give Micron access to the resulting high-purity materials. Micron did not disclose the amount of its investment or the financial terms of the agreement.<a href="https://stocktwits.com/symbol/MU">MU stock</a> fell as much as 2.7% in pre-market trade, mirroring weakness across AI stocks. On Stocktwits, retail sentiment around Micron continued to trend in ‘bullish’ territory over the past day, while chatter dimmed to ‘normal’ from ‘high’ levels.<h2 class="st-heading-2">Micron Expands Its $3B US Supply-Chain Plan</h2>The deal falls under Micron’s broader plan to invest up to $3 billion in strengthening the U.S. semiconductor supply chain, which the company announced in July. The initiative began with $500 million in financing for GlobalWafers’ 300-millimeter wafer plant in Sherman, Texas, alongside a 10-year wafer supply agreement.That $3 billion plan is separate from Micron’s pledge to spend more than $250 billion on U.S. manufacturing through 2035.<h2 class="st-heading-2">China’s Dominance Adds To Indium Supply Concerns</h2>China produces nearly 70% of the world’s indium, a byproduct of zinc refining. Beijing placed indium compounds, including indium phosphide, under export controls in February 2025. Indium was excluded from the November 2025 trade deal that paused controls on gallium, germanium and antimony.Reuters reported in June that buyers faced tighter customs checks on indium, while the Defense Logistics Agency sought to build a stockpile.Indium Corporation makes products including solders, thermal interface materials and specialty metals such as indium, gallium and germanium. Micron did not specify which of its products use the materials covered by the new agreement.<h2 class="st-heading-2">Micron’s New York Expansion Targets AI-Driven Demand</h2>Micron plans to build as many as four DRAM fabrication plants in Clay, New York, over more than 20 years. Its annual report says construction began with the first concrete pour in July, with output from the first fab expected in 2030 and beyond.&nbsp;The company expects capital spending of about $11.5 billion in its fiscal first quarter (Q1) and roughly $25 billion in the first half of fiscal 2027, with spending expected to rise further in the second half.Micron said demand for memory used in AI applications helped drive record revenue of $54.23 billion last quarter. It forecast revenue of $61.5 billion for the following quarter.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ai-trade-rotation-favors-mag-7-over-neoclouds-analysts-say-ahead-of-spcx-meta-nflx-results/cZxqt1KRBu8">AI Trade Rotation Favors Mag 7 Over Neoclouds, Analysts Say Ahead Of SPCX, META, NFLX Results</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A man walks into an office building of Micron Technology, Inc. in Shanghai, China. (Photo by VCG/VCG via Getty Images)

Micron Technology (MU) shares were on track to reverse Monday’s gains amid the broader technology sell-off in early morning trade on Tuesday despite announcing strategic funding to Indium Corporation to expand refining and manufacturing in New York.

MU Stock Slides Even As Chipmaker Expands US Critical Minerals Push

Micron Technology Inc

VanEck Semiconductor ETF

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SpaceX ($SPCX) reports earnings after the close today. What do you expect?

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SpaceX

) reports earnings after the close today. What do you expect?

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Semiconductor ETFs hit a historic losing streak not seen since 2010, sparking intense debate about market structure and exhaustion.

Investors are weighing robust GPU demand against concerns over massive AI infrastructure debt and potential project cancellations.

Traders are bracing for volatility as rapid hedge fund deleveraging and leveraged ETF mechanics force deep price swings.

Market participants are analyzing technical indicators and previous cycle lows to time an aggressive rebound from the sector's pullback.

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