SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

MaxLinears plan to target share in the 1.6T active electrical cable market Credo dominates has intensified concerns about competition and accompanied a sharp selloff. Traders are split between viewing the move as a buying opportunity and worrying about lost market share, while some argue rapid AEC demand growth could support both companies.

Arista Networks, Inc. engages in the development, marketing, and sale of cloud networking solutions. Its solutions include EOS, a set of network applications, and Gigabit Ethernet switching and routing platforms. Its product categories include core, cognitive adjacencies, and cognitive networks. The company was founded by Andreas Bechtolsheim, David Cheriton, and Kenneth Duda in November 2004 and is headquartered in Santa Clara, CA.

Arista Networks Inc

A sharp pullback toward Aristas 200-day moving average ahead of its upcoming earnings report is driving attention. Traders are divided between treating the decline as a dip-buying opportunity, citing the companys AI-networking business and balance sheet, and waiting for signs that selling pressure has eased amid broader tech weakness.

Listed Funds Trust - Roundhill Magnificent Seven ETF

Roundhill Magnificent Seven ETF

Discussion centers on whether the Magnificent Seven can regain leadership amid rotation between mega-cap tech and semiconductors. Bullish traders see support and breakout potential, while skeptics point to relative weakness and concerns that heavy AI spending could weigh on returns.

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

Alphabets upcoming earnings report is the dominant focus as shares weaken, with traders debating whether Search can withstand AI competition and whether heavy AI spending will generate returns; bearish concerns about capex and revenue are met by dip-buyers betting on strong Cloud growth and results.

AT&T, Inc. is a holding company, which engages in the provision of telecommunications and technology services. It operates through the Communications and Latin America segments. The Communications segment offers wireless, wireline telecom, and broadband services to businesses and consumers located in the US and businesses globally. The Latin America segment provides wireless services and equipment in Mexico. The company was founded in 1983 and is headquartered in Dallas, TX.

AT&T, Inc.

AT&T Inc

AT&Ts earnings beat and higher outlook were overshadowed by concern that SpaceX is moving toward wireless competition through spectrum and cell-site plans. Traders debate whether the threat warrants the sharp selloff or whether a nationwide network would take years to become competitive.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabets sharp pre-earnings selloff is driving attention, with traders debating whether AI infrastructure spending will pay off and what the report may show about cloud growth and search. Some see the drop as a buying opportunity ahead of a possible earnings beat, while others fear weak guidance or further downside.

American Express Co. engages in the provision of card-issuing, merchant-acquiring, and card network businesses. Its products and services include credit cards, business credit cards, corporate programs, gift cards, savings accounts and CDs, and the American Express App. It operates through the following segments: the United States Consumer Services (USCS), Commercial Services (CS), International Card Services (ICS), Global Merchant and Network Services (GMNS), and Corporate and Other. The USCS segment includes proprietary consumer cards and provides services to United States consumers. The CS segment offers corporate and small business cards and provides services to United States businesses. The ICS segment provides consumers, small businesses, and corporate cards outside the United States. The GMNS segment is involved in operating a global payments network that processes and settles card transactions, acquires merchants, and provides multi-channel marketing programs and capabilities, services and data analytics. The Corporate and Other segment covers corporate functions and certain other businesses and operations. It also operates through the following geographical segments: United States, EMEA, APAC, LACC, and Other. The EMEA segment represents Europe, the Middle East, and Africa. The APAC segment refers to Asia Pacific, Australia, and New Zealand. The LACC segment focuses on Latin America, Canada, and the Caribbean. The Other segment includes net costs which are not directly allocated to specific geographic regions. The company was founded by Henry Wells, William G. Fargo, and John Warren Butterfield on March 28, 1850 and is headquartered in New York, NY.

American Express Co.

American Express shares fell despite an earnings beat and higher full-year profit guidance, as traders focused on planned workforce cuts and restructuring, alongside a slight revenue miss and rising expenses. The community is split between viewing the selloff as an overreaction to strong underlying spending and credit trends and seeing the job cuts and costs as reasons for caution.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerrys expanding QNX royalty backlog and Alloy Kore momentum are fueling optimism about automotive software and robotics, while CEO John Giamatteos share sales have sparked governance concerns and debate over whether the sales signal a lack of confidence or reflect compensation-related transactions.

Definium Therapeutics, Inc. operates as clinical stage biopharmaceutical company, which engages in developing novel product candidates to treat brain health disorders. The company was founded by Stephen L. Hurst, Scott M. Freeman, Leonard Latchman and Jamon Alexander Rahn on July 26, 2010 and is headquartered in New York, NY.

Definium Therapeutics Inc.

Definiums Phase 3 Panorama study of its LSD-based DT120 treatment for generalized anxiety met its primary and key secondary endpoints, adding to the companys positive late-stage results and supporting discussion of a potential FDA filing path. Traders are bullish on the clinical data but debate the muted or volatile share reaction, with some citing a sell-the-news response, valuation and the wait for regulatory progress.

Bitdeer Technologies Group engages in the cryptocurrency mining industry. It generates income through its proprietary mining datacenters. The firm handles complex processes involved in computing such as equipment procurement, transport logistics, datacenter design and construction, equipment management, and daily operations. The company was founded by Wu Jihan in December 2021 and is headquartered in Singapore.

Bitdeer Technologies Group. - Ordinary Shares - Class A

Bitdeer Technologies Holding Co

BTDR is drawing attention after a steep selloff, with traders focused on dilution concerns tied to its expanded at-the-market share-sale capacity and a quarterly loss with revenue below expectations. Frustrated holders blame the weak price action and sector pressure, while dip-buyers argue the companys Bitcoin-mining growth and AI data-center contracts support its longer-term story.

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

NVIDIA Corp

 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

Can removing a protein change treatment? $CCCC, $KYMR, $NRIX, $RIGL 
C4 Therapeutics, Kymera, Nurix and Rigel reveal different paths from eliminating a protein to improving a patient’s outcome. Mechanism, tissue, evidence and retained rights determine the opportunity. https://www.merlintrader.com/protein-degradation-protacs-cccc-kymr-nrix-rigl/

lalan93

Avi Lara

Harry P Ness

Gabriel Malki

Wassim Laroussi

How $CCCC, $KYMR, $NRIX and $RIGL connect protein degradation, molecular glues and PROTACs to clinical evidence, approved treatment and business economics.

Merlintrader Trading Pub

Protein Degradation: $CCCC $KYMR $NRIX $RIGL

StockTwits Web

C4 Therapeutics Inc

Kymera Therapeutics Inc

Nurix Therapeutics Inc

Rigel Pharmaceuticals

Can removing a protein change treatment? 

 
C4 Therapeutics, Kymera, Nurix and Rigel reveal different paths from eliminating a protein to improving a patient’s outcome. Mechanism, tissue, evidence and retained rights determine the opportunity. 