SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Nasdaq-100 volatility around Meta and Tesla earnings dominated discussion, with traders questioning why gains faded despite strong results and debating whether heavy AI spending can justify technology valuations. Some saw the move as an AI-trade unwind, while others viewed it as a temporary shakeout; Middle East and oil concerns were secondary themes.

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

Metas quarterly results drew attention after revenue and advertising growth beat expectations, alongside strong commentary on its Muse AI assistant and a planned non-voting share class. Traders are divided: bulls see AI-driven growth potential, while skeptics question heavy AI spending, negative free cash flow, dilution risk, and legal costs, contributing to a volatile reaction.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

After-hours weakness following Meta and Tesla earnings has traders questioning whether heavy AI spending can justify tech valuations, despite some bullish takes on the results. Renewed Iran-war headlines and oil concerns add to the jitters, while bulls call the pullback a volatile dip and bears see fading earnings gains and broader weakness.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment includes To-Home businesses, which include Ele.me, local services and delivery platforms, and Taoxianda, and To-Destination segment businesses, which include Amap, the provider of mobile digital maps, navigation and real-time traffic information, and restaurant and local services guide platforms. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solutions. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is sliding with Chinese internet stocks amid weakness in Hong Kong tech, with traders pointing to a broad China-sector selloff rather than a clear company-specific catalyst. The conversation is split between dip buyers calling the shares oversold and bears warning that China-market weakness and limited stimulus could keep pressure on the stock.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Bitcoins price swings are driving attention to Strategy as a leveraged BTC proxy, with traders split between expectations of further momentum and fears of a reversal if Bitcoin weakens. Concerns about MSTRs premium and dilution, along with debate over possible index exclusion, add to the bearish case.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

With Intels earnings report approaching, traders are focused on its sharp pullback and volatile rebound, weighing speculation about a possible role in Musks Terafab and AI-chip plans against concerns about execution, competition, and semiconductor-sector weakness.

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia, and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Lam Research Corp.

Lam Researchs record quarterly results are being overshadowed by an outlook that traders view as underwhelming, with supply constraints delaying shipments and an expected decline in China revenue adding to concerns. The community is split between seeing the selloff as an overreaction to a timing issue and worrying that softer guidance and broader semiconductor weakness signal more downside.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is drawing attention after third-quarter results beat expectations, with software strength and delayed enterprise deals returning; the company also lifted its free-cash-flow outlook. Traders are split over the sharp post-earnings reversal, with some citing a sell-the-news reaction and modest growth outlook while others view the results as a sign of improving demand.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is drawing attention for a sharp rebound after a steep semiconductor-sector selloff, with traders pointing to AI and compute demand and major companies capital-spending outlooks. Bulls view the move as an oversold recovery, while skeptics argue it could be a temporary bounce amid volatility and doubts about returns on AI investment.

Strive, Inc. engages in the provision of an asset management Bitcoin treasury. It is focused on maximizing value for shareholders, accumulating bitcoin and outperforming bitcoin over the long run. The company was founded by Arshia Sarkhani, Jackson Fairbanks, Arman Sarkhani, and Kyle Fairbanks on March 9, 2022 and is headquartered in Dallas, TX.

Strive Inc. - Ordinary Shares - Class A

Strive Inc.

Strives expanding Bitcoin treasury is drawing attention, with traders linking the move to recent Bitcoin purchases funded in part by its preferred-stock financing. Bulls view the growing holdings as amplified Bitcoin exposure, while skeptics warn that preferred dividends and ongoing share issuance could weigh on common shareholders, especially amid sharp Bitcoin volatility.

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

$URI Q3 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of $14.77 up 26.24% YoY
• Reported revenue of $4.89B up 15.70% YoY
• United Rentals raised 2026 outlook: total revenue of $18B to $18.2B and adjusted EBITDA of $8.3B to $8.4B; free cash flow excluding restructuring related payments remains $2.15B to $2.45B.

Stocktwits

United Rentals, Inc.

 Q3 '26 Earnings Results & Recap

• Reported GAAP EPS of $14.77 up 26.24% YoY
• Reported revenue of $4.89B up 15.70% YoY
• United Rentals raised 2026 outlook: total revenue of $18B to $18.2B and adjusted EBITDA of $8.3B to $8.4B; free cash flow excluding restructuring related payments remains $2.15B to $2.45B.

This account has been verified as an official STOCKTWITS representative.