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STMicroelectronics NV is a global semiconductor company, which engages in the business of designing, developing, manufacturing, and marketing products used in a wide variety of applications for automotive, industrial, personal electronics and communications equipment, computers, and peripherals. It operates through the following segments: Automotive and Discrete Group (ADG), Analog, MEMS, and Sensors Group (AMS), Microcontrollers and Digital ICs Group (MDG), and Others. The ADG segment includes dedicated automotive integrated circuits and discrete and power transistor products. The AMS segment offers analog, smart power, MEMS sensors and actuators, and optical sensing solutions. The MDG segment focuses on general-purpose microcontrollers and microprocessors, connected security products, memories, and RF and communications products. The Others segment is involved in sales assembly services and other revenues. The company was founded in June 1987 and is headquartered in Plan-Les-Ouates, Switzerland.

ST Microelectronics - New York Shares

STMicroelectronics NV

STMicroelectronics is trending due to a series of news announcements, including new smart power components leveraging GaN technology and advancements in silicon photonics for AI data centers. The community is also discussing the company's AI solutions for industrial, consumer, and automotive applications. Some investors are concerned about the share price decline despite the bullish news, while others highlight the share repurchase program and potential for a short squeeze.

shark raptor rocket launcher

SRRL is trending as traders discuss its price action and potential for upward movement, with some pointing to steady volume and a clean range. Community members are sharing wallet addresses and discussing where the crypto can be purchased. There is also discussion of other coins and potential pump and dump schemes.

Mawson Infrastructure Group, Inc. engages in the provision of digital asset infrastructure services. The company was founded on February 10, 2012 and is headquartered in Midland, PA.

Mawson Infrastructure Group Inc

MIGI is trending as community members discuss its potential in the AI data center space, highlighting its power capacity and low market capitalization. The stock's high trading range and recent increase in volume are also sparking interest, with some suggesting a potential rally. Bullish sentiment is growing due to shifts into AI and GPU compute hosting.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Fueled by optimism around AI, particularly its Gemini 3 model, and a reported investment from Berkshire Hathaway, $GOOG is seeing significant upward momentum. Community discussions highlight the potential for Google to gain market share in the AI space, even challenging $NVDA with its TPU technology, which has shifted market sentiment.

Kaspa was fair-launched in November 2021 with no pre-mine, zero pre-sale, and no coin allocations, and is 100 percent community-managed. Kaspa aims to be the world's global sequencer for traditional finance and decentralized crypto markets by utilizing proof-of-work and its BlockDAG consensus protocol, GHOSTDAG. Being the world's fastest proof-of-work network, Kaspa combines five properties: (1) hard money principles, (2) Bitcoin's ethos of security-first fundamentals (boasting a security threshold of fifty percent with significant market hashrate), (3) decentralization from rapid block rate mining, (4) block speeds faster than any PoW or PoS network, and (5) smart contract development through based-rollups without fragmented liquidity. Ushering in all five properties, Kaspa is on track to fulfill Satoshi Nakamoto's vision of a digital medium of exchange while also advancing global layer-one sequencing and minuscule confirmation times dominated by internet latency (cf. chapter 6 of the the paper for some initial benchmarks). The Kaspa implementation includes a lot of cool features and subprotocols including Reachability to query the DAG's topology, Block data pruning (with near-future plans for block header pruning), SPV proofs, and later subnetwork support which will make future implementation of layer 2 solutions much easier.

Kaspa

Kaspa is trending as community members discuss its potential, future price predictions, and accumulation strategies. Some are pointing to the underlying technology and upcoming smart contracts as reasons for optimism, while others express frustration with the price action. Speculation around potential exchange listings on platforms like Coinbase and Binance is also fueling conversation.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

GOOGL is trending as the community discusses its potential to lead in AI, particularly after positive reviews for its Gemini 3 model and news that Meta may use Google's TPUs. Some are speculating about the implications for competitors like NVDA and OpenAI, while others point to GOOGL's attractive valuation relative to its growth potential and peers.

Solana Street Bets is not just a memecoin; it's a symbol of creativity, humor, and the power of a united community. Inspired by the infamous /wallstreetbets subreddit. Solana Street Bets is here to put respect on the Wall St originated memes in the industry. Solana Street Bets is a decentralized Solana meme coin inspired by the infamous /wallstreetbets subreddit.

SatoshiStreetBets

SatoshiStreetBets ($SSB) is trending due to ongoing community discussions about its chart patterns and potential for accumulation. Traders are noting its consolidation phases, clean structure, and respect for trendlines, suggesting a balanced and methodical approach. Some users are speculating about potential breakouts and expressing patience, while others discuss the coin's future on exchanges.

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 Power is trending due to news of a potential $25 billion investment in its partner firm, sparking bullish sentiment around the stock and its role in powering AI data centers. The community is actively discussing the implications of this partnership and potential for significant growth, alongside existing short interest and earnings approaching. Some traders are noting revenue and profitability metrics as concerning in contrast to the overall sector.

Why Queen Kitty ($QKitty) Is The Meme Token You’ve Been Waiting For  Queen Kitty isn’t just another hype project—this is a real movement with substance and community power!  Why hold $QKitty? 😼 Real dev, real builds: No fake teams, no copy-paste code. Everything you see is made from scratch. 💧 Working Faucet: Free QKitty for the community. Want to know how? Just ask! 🏆 Big Buy Competition Bot: See top buyers live, fight for the throne, and win rewards! 🎮 Multi-token P2E game coming soon: Play and earn across Web, iOS, Android! 🐾 NFT collecting soon: Cutest collection in crypto, bringing perks and more ways to earn.  Queen Kitty means innovation, transparency, and real delivery for holders. Curious? Join the chat and ask anything!  $QKitty: By the community, for the community. To the moon, together! 🚀🐱

Queen Kitty

Queen Kitty ($QKITTY) is trending amid discussions about its upcoming DEX and swap, with some community members expressing bullish sentiment. There's also chatter surrounding a trading bot associated with the token. The coin is primarily discussed within the Solana ecosystem.

Pony.ai, Inc. develops artificial intelligence-based robot designed for autonomous driving. The firm's software algorithms and infrastructure enables a vehicle to perceive its surroundings, predict what others will do, and maneuver itself accordingly. The company was founded by Jun Peng and Tian Cheng Lou in November 4, 2016 and is headquartered in Guangzhou, China.

Pony AI Inc. - ADR

Pony AI Inc

Pony AI is trending due to positive news surrounding its Q2 earnings, highlighting significant year-over-year revenue growth and progress in its robotaxi services, with the community focusing on its growth potential and expansion plans. Analyst upgrades and price target increases are adding to the bullish sentiment. Investors are also monitoring its competitive positioning against other autonomous driving companies in China and its partnership with Toyota.

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ETF Fundamental Report for SMH

Below is Validea's ETF fundamental report for VanEck Semiconductor ETF (SMH). The report looks at SMH's exposure to the major investing factors including value, quality, momentum and low volatility...

The Zacks Analyst Blog Highlights NVIDIA, VanEck Semiconductor ETF, Strive U.S. Semiconductor ETF and VanEck Fabless Semiconductor ETF

NVDA jumps after a blockbuster quarter, with soaring AI demand and strong guidance renewing interest in semiconductor-focused ETFs.

Data Center Spending to Hit $580B: Buy 3 ETFs to Ride the AI Boom  

As data center investment is set to surge and surpass oil spending, you may invest in ETFs like SMH as AI demand reshapes the digital economy.  

NVIDIA Jumps on Upbeat Earnings & Guidance: ETFs in Focus 

NVIDIA's upbeat earnings fuel AI optimism and lift sentiment around NVDA-heavy ETFs like SMH, SHOC and SMHX as investors bet on stronger chip demand.

Should You Buy Nvidia-Heavy ETFs Before Q3 Earnings Release?

NVDA's recent slump and strong pre-earnings setup may fuel investor interest in ETFs that heavily weight the chipmaker ahead of its Q3 results.  

<ul class="summary-bullets"><li>China's revenue declined to 29% of total revenue, well below the 45% peak in the first quarter of fiscal 2024.</li><li>&nbsp;The company said it is preparing to support higher demand, starting in the second half of calendar year 2026.</li><li>For the year-to-date period, Applied Materials stock has gained more than 38%.</li></ul>Applied Materials, Inc. (AMAT) stock fell over 4% in Thursday’s extended session, despite the chip-equipment maker's&nbsp;upbeat fourth-quarter report. Management commentary that demand is expected to take off only in the second half of fiscal year 2026, as well as weakening China revenue, weighed on&nbsp;<a href="https://stocktwits.com/symbol/AMAT">AMAT stock.</a>For the year-to-date period, Applied Materials stock has gained more than 38%.<h3 class="st-heading-3">Applied Materials Q4 Earnings Snapshot</h3>Santa Clara, California-based Applied Materials reported year-over-year (YoY) declines in both adjusted earnings per share (EPS) and revenue, even as CEO Gary Dickerson sounded upbeat about artificial intelligence (AI)-related demand.Here’s how the key quarterly numbers stack up:<ul><li>Adj. EPS: $2.17 (down 6% YoY) vs. $2.1 consensus (<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="http://fiscal.ai">Fiscal.ai</a>)</li><li>Revenue: $6.80B (down 3%) vs. $6.67B consensus&nbsp;</li></ul>Among segments, semiconductor systems revenue, accounting for 70% of total revenue, declined 8% YoY, while Applied Global Services revenue remained nearly flat at $1.63 billion.Dickerson said, “As AI adoption drives substantial investment in advanced semiconductors and wafer fab equipment, Applied Materials delivered its sixth consecutive year of growth in fiscal 2025.”During the earnings call, CFO Brice Hill stated that China revenue declined to 29% of total revenue, significantly below the 45% peak in the first quarter of fiscal 2024, according to a Koyfin transcript.<h2 class="st-heading-2">Applied Materials Outlook</h2>The company guided first-quarter adjusted EPS to $2.18 ± $0.20 and revenue to $6.85 billion ± $500 million. Analysts, on average, estimate the metrics at $2.15 and $6.80 billion, respectively.Citing conversations with customers and partners, CFO Hill stated that the company is preparing to support higher demand, starting in the second half of calendar year 2026. “We have targeted our R&amp;D investments to create new products and technologies that will enable even faster and more energy-efficient transistors, chips, and systems and drive our growth in the years ahead.”On the earnings call, Hills stated that the adjusted gross margin is expected to be 48.4% in the first quarter and remain at that level until volumes increase to support higher demand in the second half of the next fiscal year.<h2 class="st-heading-2">What Retail Feels About AMAT Stock</h2>On Stocktwits, retail sentiment toward AMAT stock plunged to ‘extremely bearish’ as of late Thursday, from ‘neutral’ a day before. Retail chatter on the stream climbed to ‘extremely high’ levels amid the earnings release, with the message volume rising by about 2,300% over the 24 hours leading up to late Thursday.<figure class="image"><img style="aspect-ratio:678/62;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_13_at_8_51_06_PM_png_8b6b51b8f2.webp" alt="Screenshot 2025-11-13 at 8.51.06 PM.png" width="678" height="62"><figcaption>AMAT sentiment and message volume as of 8:50 p.m. ET. Nov. 13 | Source: Stocktwits</figcaption></figure>A watcher predicted that the stock would pull back toward $200 on Friday.<stembedurl>https://stocktwits.com/Adamchristlover/message/636148757</stembedurl>Another user expressed concern about the company’s declining revenue in China.<stembedurl>https://stocktwits.com/1986iamwallstreet/message/636135760</stembedurl>Applied Materials stock has traded in a 52-week range of $123.74-$242.50, with the high set on Oct. 30. The stock settled down 3.25% in Thursday's session to $223.23 amid the broader market meltdown. The stock’s all-time high of $255.89 was scaled in July 2024.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cannabis-stocks-drop-as-shutdown-deal-tightens-hemp-thc-rules/cLP9XcKREEa">Cannabis Stocks Drop As Shutdown Deal Tightens Hemp-THC Rules</a>

In this photo illustration, an Applied Materials, Inc logo seen displayed on a tablet.

Why Applied Materials Stock Fell Over 4% After-hours Despite Q4 Beat

CEO Gary Dickerson said AI adoption drove substantial investment in advanced semiconductors and wafer fab equipment, fueling the sixth consecutive year of growth.

Equity

CEO Gary Dickerson said AI adoption drove substantial investment in advanced semiconductors and wafer fab equipment, fueling the sixth consecutive year of growth.


Should You Invest in the VanEck Semiconductor ETF (SMH)?

<ul class="summary-bullets"><li>Navitas reported a third-quarter adjusted loss per share of $0.05, in line with the consensus estimate; revenue also met expectations.</li><li>China tariffs and pricing pressure in the mobile end market dented revenue.</li><li>Navitas's stock has jumped by more than 240% this year, thanks to a strong rally in mid-October following its partnership with Nvidia.</li></ul>Navitas Semiconductor Corp. (NVTS), a manufacturer of gallium nitride and silicon carbide power semiconductors, issued below-consensus guidance, sending its stock sharply lower in Monday’s after-hours session. Retail investors&nbsp;reacted cautiously to the report.After settling Monday’s session down nearly 9% at $12.25,&nbsp;<a href="https://stocktwits.com/symbol/NVTS">Navitas stock</a> fell over 14% in the extended session.&nbsp;<h2 class="st-heading-2">Navitas Q3 Earnings Snapshot</h2>The company reported a third-quarter adjusted loss per share of $0.05, aligning with the consensus estimate and narrower than the year-ago loss of $0.06. Revenue plunged over 53% year over year (YoY) to $10.1 million but edged past the $10 million consensus estimate.&nbsp;CFO Todd Glickman said on the earnings call that the revenue reduction reflected “adverse impacts from the China tariff risk for our silicon carbide business and pricing pressure in our mobile business, particularly in China,” according to a transcript provided by Koyfin.&nbsp;Torrance, California-based Navitas makes advanced computer chips that help electronics use power more efficiently.<h2 class="st-heading-2">Navitas Q4 Outlook</h2>The semiconductor company expects fourth-quarter revenue in the range of $7 million, plus or minus $0.25 million, trailing the mean analysts’ estimate of $10.03 million. It attributed the subpar outlook to its strategic decision to deprioritize the low-power, lower-profit China mobile &amp; consumer business, as well as streamline its distribution network and reduce channel inventory, to pivot to higher-power revenue and customers.CEO Chris Allexandre, however, sounded optimistic. “I’m excited to be leading the Navitas 2.0 team at this pivotal moment, as demand accelerates across high-power semiconductor markets for AI data centers, performance computing, energy and grid infrastructure, and industrial electrification.” The company guided adjusted gross margin to 38.5%, plus or minus 50 basis points.<h2 class="st-heading-2">What Retail Feels About Navitas’ Q3&nbsp;</h2>On Stocktwits, retail sentiment toward Navitas stock shifted to ‘neutral’ by late Monday, down from ‘bearish’ the day before.&nbsp; The message volume also increased slightly to ‘normal’ levels, with the retail chatter over the 24 hours leading up to late Monday rising by nearly 2,060%.Shrugging off the stock plunge, a bullish watcher said they would buy 3,000 shares later. Another user said the earnings weren’t bad, adding that they started a position.&nbsp;<stembedurl>https://stocktwits.com/Rumblingracoon97/message/634790101</stembedurl>Some, however, remained skeptical of the company’s artificial intelligence (AI) opportunity. “AI is going to solve its own energy problem well before this company gets anything to market.”<stembedurl>https://stocktwits.com/T2420/message/634791006</stembedurl>Navitas's stock has jumped by more than 240% this year, thanks to a strong rally in mid-October following&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/navitas-stock-surges-30-after-hours-here-s-why/ch6meZmR3le">its partnership with Nvidia.</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/alphabet-s-you-tube-rejects-disney-s-election-day-abc-restoration-request-as-blackout-persists/cL2FUghR3CB">Alphabet’s YouTube Rejects Disney’s Election-Day ABC Restoration Request As Blackout Persists: ‘Let’s Get A Fair Deal Done’</a>

In this photo illustration, the Navitas Semiconductor Corporation logo is seen displayed on a smartphone screen.

Why Navitas Stock Plunged Over 14% In After-Hours Trading

China proved to be a sore spot for Navitas, but the company sounded upbeat about its refocused efforts on high-revenue, high-margin businesses.

FocusShould You Buy NVIDIA as It Nears $5T Market Cap? ETFs in Focus

NVIDIA inches closer to the $5-trillion market-cap mark. Play the AI chip boom via ETFs SHOC, SMH, SMHX, SOXY & SEMI.

Want to Ride the Halloween Effect: ETF Strategies to Follow

It's time for the Halloween Effect! Check out ETFs like IYG, IYF, KBWB, XLV, XBI, SMH, FTXL, SPSM & VIOO that could shine from November -- April!

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