Stocktwits AI Roundup: Meta’s Capex, Lam’s Supply Warning Hit Tech Stocks As Netflix Disappoints
Published . Updated .
Covered by 2 outlets: Stocktwits, Yahoo Finance.
Who covered it: Center 1 · Not rated 1. How we rate outlets
Investors will now turn their attention to next week’s reports from Microsoft, Alphabet, Amazon and Intel for fresh clues.
Directly affected
- NFLX Netflix-19.0%
Named in this report.
- MSFT Microsoft+5.4%
Named in this report.
- GOOG Alphabet-4.3%
Named in this report.
- INTC Intel-4.4%
Named in this report.
Indirectly affected
- NVDA NVIDIA+5.2%
Chip makers and their suppliers move when export rules or Taiwan risk changes
- TSM Taiwan Semiconductor+3.2%
The main advanced-chip manufacturer sits in Taiwan
- ASML ASML-4.3%
Chipmaking-equipment sales follow export rules
- AVGO Broadcom-6.4%
Chip makers and their suppliers move when export rules or Taiwan risk changes
- LMT Lockheed Martin+4.2%
Defense contractors get more work when conflict spending rises
- RTX RTX
Defense contractors get more work when conflict spending rises
- AMD AMD
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMAT Applied Materials
Chip-equipment makers feel export controls
- LRCX Lam Research
Chip-equipment makers feel export controls
- SMH VanEck Semiconductor
A fund of semiconductor companies
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| NFLX | +5.17% | +2.36% | base | after close | after close | after close | after close |
| MSFTNo price data for this ticker | — | — | — | — | — | — | — |
| GOOGNo price data for this ticker | — | — | — | — | — | — | — |
| INTCNo price data for this ticker | — | — | — | — | — | — | — |
| NVDANo price data for this ticker | — | — | — | — | — | — | — |
| TSMNo price data for this ticker | — | — | — | — | — | — | — |
| ASMLNo price data for this ticker | — | — | — | — | — | — | — |
| AVGONo price data for this ticker | — | — | — | — | — | — | — |
| LMT | -6.43% | -7.02% | base | after close | after close | after close | after close |
| RTX | -0.33% | -0.66% | base | after close | after close | after close | after close |
| AMDNo price data for this ticker | — | — | — | — | — | — | — |
| AMATNo price data for this ticker | — | — | — | — | — | — | — |
| LRCXNo price data for this ticker | — | — | — | — | — | — | — |
| SMHNo price data for this ticker | — | — | — | — | — | — | — |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
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Stocktwits AI Roundup: Meta’s Capex, Lam’s Supply Warning Hit Tech Stocks As Netflix Disappoints Stocktwits
Source: Stocktwits
Defense
| Company | When | Move | Status |
|---|---|---|---|
| BA | three days earlier | +1.49% | final price |
| BA | five days earlier | +1.35% | final price |
| GD | three days earlier | -1.84% | final price |
| GD | five days earlier | -1.89% | final price |
| HII | three days earlier | -2.41% | final price |
| HII | five days earlier | -2.62% | final price |
| ITA | three days earlier | +0.79% | final price |
| ITA | five days earlier | +2.30% | final price |
| LHX | three days earlier | -2.14% | final price |
| LHX | five days earlier | -2.26% | final price |
| LMT | three days earlier | -7.02% | final price |
| LMT | five days earlier | -6.43% | final price |
| NFLX | three days earlier | +2.36% | final price |
| NFLX | five days earlier | +5.17% | final price |
| NOC | three days earlier | -3.30% | final price |
| NOC | five days earlier | -5.86% | final price |
| RTX | three days earlier | -0.66% | final price |
| RTX | five days earlier | -0.33% | final price |
Congressional trades in the stocks in this story
- Rep. Rohit Khanna sold Netflix (NFLX) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 28 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Cleo Fields bought Netflix (NFLX), worth $1,001 - $15,000 on 14 Sep 2026. That is 39 days before publication. Filed 1 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Netflix (NFLX) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 49 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Lisa McClain bought Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 30 Sep 2026. That is 23 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael Rulli sold Microsoft (MSFT), worth $1,001 - $15,000 on 28 Sep 2026. That is 25 days before publication. Filed 2 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar sold Microsoft (MSFT), worth $1,001 - $15,000 on 24 Sep 2026. That is 29 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Michael Rulli sold Alphabet (GOOG), worth $50,001 - $100,000 on 16 Oct 2026. That is 7 days before publication. Filed 19 Oct 2026. View the filing.
- Rep. Cleo Fields bought Alphabet (GOOG), worth $1,001 - $15,000 on 14 Sep 2026. That is 39 days before publication. Filed 1 Oct 2026. View the filing.
- Rep. Scott Scott Franklin sold Alphabet (GOOG) (held by a spouse), worth $1,001 - $15,000 on 20 Aug 2026. That is 64 days before publication. Filed 17 Sep 2026. View the filing.
- Rep. Rohit Khanna bought Intel (INTC) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 49 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Intel (INTC) (held by a spouse), worth $1,001 - $15,000 on 3 Aug 2026. That is 81 days before publication. Filed 4 Sep 2026. View the filing.
- Rep. Rohit Khanna bought Nvidia (NVDA) (held by a dependent child), worth $1,001 - $15,000 on 23 Sep 2026. That is 30 days before publication. Filed 7 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
How solid the defense case looks
25 out of 100
“Stocktwits AI Roundup: Meta’s Capex, Lam’s Supply Warning Hit Tech Stocks As Netflix Disappoints” scores 25 out of 100. The score uses 2 sources.