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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

A strong quarterly earnings beat and first reported profit, driven by rapid growth in AI compute and Starlink, are driving attention; traders are also reacting to Musks ambitious revenue outlook. Bulls welcome the results, while skeptics argue that heavy AI infrastructure spending, a lofty valuation, and upcoming share unlocks may limit the stocks response.

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 Q1 update, which sharply raised its revenue outlook and projected higher gross margins on AI-platform demand, is the dominant catalyst. Traders welcomed the stronger outlook but debate whether it can sustain a rebound, citing the stocks volatile pullback and lingering concerns about execution, governance, and the broader AI trade.

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 earnings beat expectations, but softer fourth-quarter guidance and a reduced advertising outlook reignited concerns about slowing growth, prompting a sharp selloff. Traders are split between viewing the reaction as overdone given the profitable quarter and buybacks, and worrying that weaker growth and competition will weigh on the business.

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 export-compliant Nvidia workstation GPUs are drawing attention, with traders viewing the demand and supply constraints as bullish while noting the stock has not responded strongly. The discussion also weighs that demand against concerns about AI infrastructure spending, financing and the recent weakness in semiconductor shares.

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 sharp neocloud and AI-infrastructure selloff, with traders citing financing and debt concernsespecially around CoreWeaveand doubts about whether AI spending will deliver adequate returns. The community is split between viewing the decline as sector-wide fear and a buying opportunity given continued compute demand, and expecting further weakness until funding risks ease.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Anticipation of Teslas quarterly results dominates, with traders debating pressure on margins and valuation versus possible updates on robotaxis, Optimus and AI. SpaceX merger speculation adds to the bullish chatter, though some traders say no deal is confirmed and expect a possible sell-the-news reaction.

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 drawing attention after a sharp semiconductor-sector selloff and a volatile rebound, with traders citing JPMorgans upgrade to Neutral and improved execution while watching for earnings. Bulls also point to reported foundry customer prospects and Intels AMD AI-software collaboration, while skeptics question whether the turnaround can sustain the recovery.

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

IREN is caught in a sharp selloff across AI neocloud and data-center stocks amid concerns about financing, AI infrastructure returns, and possible industry consolidation. Traders are divided: some point to co-CEO Daniel Roberts comments that IRENs data centers were built with cash and to its customer contracts as reassurance, while others remain concerned about execution, delays, dilution, and the stocks weakness versus peers.

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

Debt and refinancing concerns, amplified by HSBCs bearish assessment, are driving debate as traders weigh further downside against a sharp rebound and potential short squeeze. Bulls point to strong AI-compute demand and reported GPU price increases, while skeptics question whether CoreWeaves backlog can offset its financing needs.

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 shares are drawing attention as traders anticipate the 80th event in the Phase 3 REGAL trial, which would trigger the trials final analysis; the results remain uncertain. The community is split between optimism that the catalyst could support a larger move or attract a buyer and skepticism that the recent rebound reflects anything more than volatile trading without new company news.

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Chip Investors, Watch Out: China’s CXMT Plunges Despite Record Forecast After Samsung’s Post-Outlook Slide

Equity

Investors are watching the moves in global chipmakers ahead of quarterly reports from Micron and SanDisk in the coming weeks.


Why Is KORU Plunging More Than 18% Overnight?

The KOSPI dipped below 6,000 intraday on Wednesday, dropping below the threshold for the first time since late July.

Broadcom’s AI Durability Warning Triggers Sharp Drop In SK Hynix, Samsung In Korea; Nvidia's China AI Chip Share Falls As Huawei Closes In

Concerns about AI infrastructure funding rattled global semiconductor stocks, with South Korean memory makers among the hardest hit.


SPCX Stock Extends 2-Day Green Run As Elon Musk Calls SpaceX An 'Anomaly In The Matrix' Amid China’s RAM Push 

Musk said China is advancing in LPDDR5 and LPDDR6, while HBM and 3D-stacked memory are harder challenges.

MU, TSM Stocks Dip Overnight As Samsung Forecasts Record $80B Operating Profit In Q3

AI-driven chip demand remains strong, but record earnings raise the bar for semiconductor stocks.

QCOM Stock On Track For Best Month Since May: Analysts See AI Gains From Dual Flagship Snapdragon Launch

Qualcomm is looking to capture the growing demand for on-device and agentic AI.

Samsung Reportedly Ramps 4nm Capacity For Memory Chips, Stepping Up Competition With SK Hynix, Micron

Samsung is betting on in-house logic manufacturing to accelerate its HBM4 push as AI demand strains advanced chipmaking capacity.


Nvidia CEO Wants To Pay Workers ‘As Much As Possible,’ Calls $8B In Taxes ‘A Privilege’ Amid Samsung, SK Hynix Pay Push

Chipmakers see their businesses expand multifold, fueling calls from workers for a larger share of the industry’s booming profits.


MU, SNDK, SKHY Stocks In Focus: Memory Rebound Gains Steam Even As China’s CXMT Touts Faster Production

China’s memory push could eventually alter the global DRAM market, where Samsung Electronics, SK Hynix and Micron Technology dominate.


KOSPI Over SPY, QQQ? South Korea Extends Trading Hours As Its AI Memory Chip Rally Becomes Impossible To Ignore

The Korea Exchange (KRX) said on Wednesday last week that it will begin operating an after-market trading session from Sept. 14, from 4 p.m. to 8 p.m.

Samsung Electronics Co., Ltd. engages in the manufacturing and selling of electronics and computer peripherals. The company operates through following business divisions: Device Experience (DX), Device Solutions (DS), Samsung Display (SDC), and Harman. The DX division offers televisions, monitors, refrigerators, washing machines, air conditioners, smartphones, network systems, and computers. The DS division deals with semiconductor components including DRAM, NAND Flash, and mobile APs. The SDC division provides OLED panels for smartphones. The Harman division consists of digital cockpits, car audio, and portable speakers. The company was founded on January 13, 1969 and is headquartered in Suwon-si, South Korea.

Samsung Electronics

Extremely Bearish Sentiment

<ul class="summary-bullets"><li>CXMT said it expects an eightfold jump in nine-month revenue, but shares fell.</li><li>Last week, Wells Fargo cut its price target for Western Digital to $450 from $730 after the selloff.</li><li>Western Digital is scheduled to report its Q1 results on Thursday and SanDisk will report next week.</li></ul>Shares of ChangXin Memory Technologies (CXMT) plunged nearly 8% on the Shanghai Stock Exchange on Monday despite the Chinese memory giant forecasting an eightfold jump in revenue in the nine months through September.Along with the slide in Samsung’s stock earlier after the South Korean chip giant forecast a record $80 billion in quarterly operating profit, a trend is emerging: more investors are booking profits and calling the top.The moves are notable given that U.S. chip firms are gearing up to report their quarterly earnings in the coming weeks – starting with memory firms Western Digital (WDC) on Thursday and SanDisk (SNDK) next week.Chip stocks were higher in overnight trading ahead of Monday’s session. The iShares Semiconductor ETF (SOXX) gained 2.6% after its&nbsp;worst weekly fall in seven months last week.<h2 class="st-heading-2">Selloff In CXMT, Samsung A Warning?</h2>CXMT, an emerging player in the memory chips market after its strong IPO in July, said late Friday that it expects revenue of between 265 billion yuan and 270 billion yuan ($39.61 billion to $40.36 billion) for the first nine months of 2026, up from 32.08 billion yuan a year earlier.The chipmaker expects net profit of 131 billion yuan to 132.5 billion yuan for the period, compared with a net loss of 5.3 billion yuan a year earlier, according to a report in The Wall Street Journal.The forecasts underscore&nbsp;robust demand for memory chips used for AI-related workloads, a trend that has boosted memory producers' businesses and stock prices globally. However, selling pressure has intensified recently, creating a complicated setup for U.S. chipmakers’ earnings.Micron (MU), SanDisk and <a class="mention" data-mention="$WDC" data-symbol-id="WDC" href="https://stocktwits.com/symbol/WDC" target="_blank">Western Digital shares</a> fell 14.6% to 17.9% last week amid&nbsp;renewed fears&nbsp;about the durability and return on investment from top companies' AI-linked spending.Earlier this month, Samsung shares fell sharply after the chipmaker and consumer tech giant&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mu-tsm-stocks-dip-overnight-as-samsung-forecasts-record-80-b-operating-profit-in-q3/cZDUBzORBZx">forecast</a> $80 billion in operating profit for the third quarter, a first for the company and more than twice what Samsung made for all of 2025.Samsung will report its full Q3 results on Oct. 29.<h2 class="st-heading-2">Expectations From Micron, SanDisk Reports</h2>Analysts expect Western Digital’s fiscal Q1 revenue to rise 47% to $4.14 billion, marking the highest growth in two years, according to Koyfin.Adjusted profit is seen rising 129% to $4.08 per share. For SanDisk, Q1 revenue is&nbsp;expected to rise 363% to $10.68 billion, and adjusted profit is expected to rise nearly 3,700% to $46.27 per share.Last week, Wells Fargo lowered its price target on WDC to $450 from $730, but kept an ‘Overweight’ rating after the recent decline in shares, according to the investor note summary on TheFly. The research firm&nbsp;still sees over 25% to 30% revenue growth and a path to over 60% to 65% gross margin, it said.Year to date, WDC stock is up 93% and SNDK is up over 447%. On Stocktwits, retail sentiment for the tickers was ‘bearish’ and ‘bullish,’ respectively.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/stocktwits-tech-watch-netflix-and-meta-report-earnings-as-nvidia-oracle-product-events-loom/cZx8WbvRBME">Stocktwits Tech Watch: Netflix And Meta Report Earnings As Nvidia, Oracle Product Events Loom</a>&nbsp;&nbsp;

In this photo illustration, the logo of Changxin Memory Technologies (CXMT) is seen on July 28, 2026 in Jinan, Shandong Province of China. (Photo by VCG/VCG via Getty Images)

Investors are watching the moves in global chipmakers ahead of quarterly reports from Micron and SanDisk in the coming weeks.

Micron Technology Inc

iShares Semiconductor ETF

Western Digital Corp.

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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.

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