SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

Advanced Micro Devices is surging following news of a multi-year agreement to supply AI chips to Meta, a deal valued at over $100 billion, though the community is sharply divided on the true accretive value due to performance-based stock warrants granted to Meta.

Cipher Mining, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Mining Inc

Cipher Mining is drawing significant attention after reporting an earnings miss, prompting a polarized community debate: while some investors are concerned about current financial losses, many are dismissing the backward-looking results to focus on the company's strategic pivot to AI/HPC data centers, supported by new hyperscaler contracts and a recent analyst upgrade to a $38 price target.

Vir Biotechnology, Inc. operates as a clinical-stage immunology company that focuses on combining immunologic insights with cutting-edge technologies to treat and prevent serious infectious diseases. The firm's technology platforms include antibody, T cell, innate immunity and siRNA, which are designed to stimulate and enhance the immune system by exploiting critical observations of natural immune processes. The company was founded by Robert Taylor Nelsen, Klaus Frueh, Jay Parrish, Lawrence Corey, and Louis Picker in April 7, 2016 and is headquartered in San Francisco, CA.

Vir Biotechnology Inc

Vir Biotechnology is seeing a massive pre-market surge following a global strategic collaboration with Astellas for its VIR-5500 prostate cancer T-cell engager, supported by promising Phase 1 data and substantial upfront and milestone payments. The community is sharply divided between those anticipating a major short squeeze and others predicting a typical biotech "pump and dump" fade.

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

The semiconductor giant is a major topic as its highly anticipated earnings report approaches, with community discussion fueled by Meta's recent AI chip deal with competitor AMD. While some view the AMD deal as a sign of diversifying competition, many believe it underscores NVIDIA's unrivaled demand, leading to split predictions for its market reaction.

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

Intuit's new partnership with Anthropic to embed AI agents into its financial products is driving intense community discussion, with some viewing it as a significant tailwind while others debate AI's disruptive impact on the broader SaaS sector, leading many to see the stock as oversold amidst recent declines.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending on high expectations for its upcoming earnings report, with the community anticipating significant AI semiconductor revenue growth, driven by its critical role in providing custom AI accelerators and indispensable networking solutions for major hyperscaler infrastructure buildouts.

BlackRock Institutional Trust Company N.A. - iShares Expanded Tech-Software Sector ETF

iShares Expanded Tech-Software Sector ETF

The iShares Expanded Tech-Software Sector ETF ($IGV) is trending amid widespread fears that rapid AI advancements, particularly from Anthropic, will disrupt and reduce traditional software licenses, driving a substantial market sell-off. Despite this 'SaaS-pocalypse' narrative fueling heavy shorting, many in the community believe the sector is now deeply oversold and presents a significant buying opportunity.

The AES Corp. engages in the provision of power generation and utility services through its renewable and thermal generation facilities and distribution businesses. It operates through the following segments: U.S. and Utilities Strategic Business Unit (SBU), South America SBU, MCAC SBU, Eurasia SBU. The U.S. and Utilities SBU segment consists of facilities in the United States, Puerto Rico and El Salvador. The South America SBU segment covers Chile, Colombia, Argentina, and Brazil. The MCAC SBU segment refers to Mexico, Central America, and the Caribbean. The Eurasia SBU segment handles operations in Europe and Asia. The company was founded by Dennis W. Bakke and Roger W. Sant in 1981 and is headquartered in Arlington, VA.

AES Corp.

AES Corp. is trending due to widespread reports of BlackRock-owned Global Infrastructure Partners nearing a significant acquisition deal, alongside the company's strategic partnerships with tech giants like Google to power massive new data centers. The community is actively debating AES's perceived undervaluation and its pivotal position in meeting the surging energy demands of the AI sector, weighing these factors against existing debt in anticipation of a potential buyout premium.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is trending following reports of massive AI chip deals, notably with AMD, to scale its AI infrastructure, sparking community discussion over whether these significant capital expenditures will drive future growth or pressure its immediate financial outlook.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike is trending as the cybersecurity sector experiences a significant sell-off, sparked by investor fears that Anthropic's new Claude AI security tool could disrupt traditional software models. The community remains divided, with some selling on concerns of AI-driven obsolescence while others view the downturn as an overreaction and a buying opportunity, asserting AI will ultimately increase demand for robust cybersecurity.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

BofA looks at the impact of Trump’s signature fiscal policy on defense stocks

Investing.com - The defense industry stands to be a crucial beneficiary of the massive tax-cuts and spending bill that was signed into law by U.S. President Donald Trump earlier this month, according to analysts at BofA Securities.

U.S. Defense: Is Trump’s Golden Dome the ’perfect system’?

Barclays sees 5-10% upside for U.S. defense on stronger European budgets

Investing.com -- Barclays analysts anticipate that "US Defense could see [a] 5-10% benefit from higher European budgets," as Europe is now "targeting higher defense budget growth of approximately 70% to >$800B." 

Iron Dome coming, positive for these stocks - TD Cowen

Investing.com -- TD Cowen analysts view Sen. Dan Sullivan’s proposed missile defense legislation as a long-term catalyst for major U.S. defense contractors, with  Lockheed Martin  (NYSE:LMT),  Northrop Grumman  (NYSE:NOC), RTX, L3Harris, and Boeing (NYSE:BA) among the key beneficiaries.

Palantir to invest in drone start-up Shield AI at $5 bn valuation- The Information

Investing.com-- Palantir Technologies Inc (NASDAQ:PLTR) is in discussions to invest in Shield AI, as the drone startup was set to nearly double its valuation to $5 billion in a new fundraising round, The Information reported on Friday citing sources.

Bernstein upgrades L3Harris to outperform on valuation

Investing.com -- Bernstein upgraded L3Harris Technologies Inc (NYSE:LHX) to "outperform" from "market perform" citing valuation opportunities following a sharp pullback in defence stocks post-election. But the price target was cut to $267 from $289.

L3Harris Technologies, Inc. is an agile global aerospace and defense technology innovator, which engages in the provision of defense and commercial technologies across air, land, sea, space and cyber domains. It operates through the following segments: Integrated Mission Systems; Space and Airborne Systems; Communication Systems; and Aviation Systems. The Integrated Mission Systems segment include intelligence, surveillance, and reconnaissance; advanced electro optical and infrared; and maritime power and navigation. The Space and Airborne Systems segment comprises space payloads, sensors and full-mission solutions; classified intelligence and cyber defense; avionics; and electronic warfare. The Communication Systems segment consists tactical communications; broadband communications; L3's night vision; and public safety. The Aviation Systems segment compose defense aviation products; security, detection and other commercial aviation products; air traffic management; and commercial and military pilot training. The company was founded in 2019 and is headquartered in Melbourne, FL.

HRS
Harris Corp.

Feed

News

Sentiment

Fundamentals

Info

Latest HRS News

HRSHarris Corp.