SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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 report is the main focus, with traders watching guidance, subscriber engagement and advertising growth amid a steep share-price decline. Bears point to content concerns, competition and past post-earnings drops, while bulls argue low expectations and a stronger outlook could support a rebound.

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

CEO Angelos Stergious next chapter remarks have fueled buyout speculation, while traders are focused on the Phase 3 REGAL AML trials pending 80th-event trigger and eventual results; no acquisition or data leak is confirmed. The rebound has drawn bullish calls, but others view it as volatile, news-free trading and stress that the trial outcome remains uncertain.

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

IRENs steep selloff is being discussed amid broader neocloud concerns about financing, AI infrastructure spending returns, and whether providers can remain independent; traders also point to dilution and possible project delays. The community is split between bearish views that the weakness may persist and bullish arguments that IRENs cash-funded data centers and customer prepayments distinguish it from more debt-heavy peers.

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

SpaceXs Q3 earnings and guidance are dominating discussion, especially whether AI and data-center growth can support heavy capital spending and a return to profitability. Traders are divided between expecting a strong report and worrying that rising spending, financing needs, and an approaching share unlock could weigh on the stock.

General Motors Co. engages in the designing, manufacturing, and selling of trucks, crossovers, cars, and automobile parts, and in providing software-enabled services and subscriptions. It operates through the following segments: GMNA, GMI, Cruise, and GM Financial. The company was founded by William C. Durant on September 16, 1908 and is headquartered in Detroit, MI.

General Motors Company

GM is selling off despite a quarterly earnings beat as investors focus on a narrowed full-year profit outlook with its midpoint unchanged; the new buyback and stronger cash-flow outlook have not offset that concern. Traders are split between buying the dip on capital returns and value, and expecting more downside over cautious guidance and demand pressures.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980 and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

SRPT is rising alongside a broader biotech rebound, while traders also cite the Silence Therapeutics acquisition as a positive read-through for demand for siRNA therapiesa platform in Sareptas pipeline. The community is split on whether the move reflects sector strength or stock-specific buying, with upcoming DM1 and FSHD data adding to optimism but no new Sarepta catalyst confirmed.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Traders are focused on the full Phase 3 data for Moderna and Mercks personalized melanoma vaccine at ESMO, following a positive topline result and a sharp rally. Bulls see validation of Modernas cancer-vaccine platform, while skeptics argue expectations and valuation are stretched and warn of a possible sell-the-news reaction.

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 A

Alphabet Inc Class A

Alphabets weak price action and difficulty sustaining rebounds dominate discussion, with traders linking pressure to the broader tech and AI selloff and weighing cloud growth against heavy AI spending and cash-flow concerns ahead of earnings. Bulls see the pullback as a buying opportunity, while bears point to technical weakness and capex risks.

Sea Ltd. is an internet and mobile platform company, which engages in the provision of online gaming services. It operates through the following segments: Digital Entertainment, E-Commerce, and Digital Financial Services. The Digital Entertainment segment offers and develops mobile and PC online games. The E-Commerce segment manages a third-party marketplace through the Shopee mobile app and websites that connect buyers and sellers. The Digital Financial Services segment includes a variety of payment services and loans to individuals and businesses through SeaMoney. Sea was founded by Xiao Dong Li, Gang Ye, and Jing Ye Chen on May 8, 2009 and is headquartered in Singapore.

Sea Ltd - ADR

Seas steep selloff is being tied to uncertainty over a potential Monee public listing and the planned Sea Cloud venture, with traders concerned about added spending, execution risk and Shopees competition. Some see a Monee listing as value-unlocking and view the decline as a buying opportunity, while others fear it leaves Seas remaining business less attractive.

Alphabet Inc - Ordinary Shares - Class C

Alphabets upcoming earnings are the main focus, with traders debating whether Google Cloud and Gemini growth can justify heavy AI investment. Speculation that capital spending could rise sharply is fueling concerns about returns and pressure on the shares, while bulls expect strong results and see the pullback as a buying opportunity.

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

$GOOGL is quietly making a BIG move in AI infrastructure. 
 
Google is backing Anthropic’s planned 1.6GW Texas campus as Nexus works toward roughly $15B in financing. 
 
The interesting part? 
 
Google could guarantee billions in lease and power obligations for about a 20% stake. 
 
And the compute won’t just be Nvidia GPUs. Anthropic plans to deploy Google TPUs co-designed with $AVGO. 
 
This is bigger than one data center. 
 
Google is positioning itself deeper into the AI supply chain, from chips to power to compute.

StockTwits Web

Broadcom Inc

 is quietly making a BIG move in AI infrastructure. 
 
Google is backing Anthropic’s planned 1.6GW Texas campus as Nexus works toward roughly $15B in financing. 
 
The interesting part? 
 
Google could guarantee billions in lease and power obligations for about a 20% stake. 
 
And the compute won’t just be Nvidia GPUs. Anthropic plans to deploy Google TPUs co-designed with 

. 
 
This is bigger than one data center. 
 
Google is positioning itself deeper into the AI supply chain, from chips to power to compute.