SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlist Inc. is trending as investors rally behind a favorable strategic settlement with Samsung, sparking significant optimism for similar upcoming deals with other memory industry giants like Micron. The community is heavily focused on the company's strong patent portfolio and its role in AI memory infrastructure, with many long-term shareholders anticipating a potential short squeeze and an eventual return to the Nasdaq.

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 currently trending as investors weigh an analyst report highlighting significant off-balance-sheet financing obligations alongside ongoing volatility in the semiconductor sector. Community discussions are split between those viewing the pullback as a tactical buying opportunity ahead of earnings and others expressing frustration over price swings and macro-driven market sentiment.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines is experiencing intense volatility following an earnings miss, with the community actively debating whether the record backlog provides a long-term foundation for growth or if the company remains a target for aggressive short sellers. Investors are closely monitoring the stock's rapid intraday recovery, reflecting a split sentiment between those focused on lunar contract potential and those wary of cash burn and dilution risks.

Cybin, Inc. operates as a clinical-stage biopharmaceutical company on a mission to create safe and effective psychedelic-based therapeutics to address the large unmet need for new and innovative treatment options for people who suffer from mental health conditions. It is currently developing CYB003, a proprietary deuterated psilocybin analog for the treatment of major depressive disorder and CYB004, a proprietary deuterated DMT molecule for generalized anxiety disorder and has a research pipeline of investigational psychedelic-based compounds. The company was founded by Paul Glavine, Eric So, and John Kanakis on October 13, 2016 and is headquartered in Toronto, Canada.

Helus Pharma Inc.

Helus Pharma is trending as investors focus on the company's Phase 3 progress for its lead depression candidate, HLP003, with clinical data expected in the fourth quarter. The community is actively debating the company's long-term cash runway and potential for future equity offerings, while highlighting the potential for sector-wide M&A activity following recent consolidation in the psychedelic pharmaceutical industry.

Aventus Network

Aventus Network is seeing heightened community engagement as investors debate whether the current price represents a buying opportunity or a deeper issue amid reports of trading platform glitches and maintenance. While some users are highlighting the network's enterprise-ready infrastructure and node-based compute potential, others are expressing concern over volatility and liquidity challenges.

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

BlackBerry is currently trending as investors look for updates on QNX royalty backlogs and potential Alloy Kore design wins during the latest investor conference. The community is actively debating the recent exit of long-time major shareholder Fairfax Financial, with many interpreting the move as a catalyst for increased institutional interest and a shift away from a legacy 'zombie company' narrative.

Freeport-McMoRan, Inc. engages in the mining of copper, gold, and molybdenum. It operates through the following segments: U.S. Copper Mines, South America Operations, Indonesia Operations, Molybdenum Mines, U.S. Rod and Refining, Atlantic Copper, and Corporate and Other. The U.S. Copper Mines segment operates open-pit copper mines in Morenci, Bagdad, Safford, Sierrita, Miami in Arizona and Chino, and Tyrone in New Mexico. The South America Operations segment includes Cerro Verde in Peru and El Abra in Chile. The Indonesia Operations segment handles the operations of the Grasberg minerals district that produce copper concentrate containing significant quantities of gold and silver. The Molybdenum Mines segment includes the Henderson underground mine and Climax open pit mine, both in Colorado. The U.S. Rod and Refining segment consists of copper conversion facilities located in North America and includes refinery and rod mills. The Atlantic Copper segment smelts and refines copper concentrate and markets refined copper and precious metals in slimes. The Corporate and Other segment offers other mining and eliminations, oil and gas operations, and other corporate and elimination items. The company was founded by James R. Moffett on November 10, 1987, and is headquartered in Phoenix, AZ.

Freeport-McMoRan Inc

Freeport-McMoRan (FCX) remains a high-conviction play for investors betting on the copper supercycle, driven by persistent long-term structural supply deficits and surging demand from AI data center infrastructure and electrification. While the stock faces volatility from broader macro headwinds and commodity price fluctuations, the community remains intensely focused on the company's scale as a domestic production leader and potential upside from operational recovery at the Grasberg mine.

Lemonade, Inc. is a holding company, which engages in the provision of insurance services. The firm's products include renters and homeowners insurance, and pet insurance. It offers insurance coverage under the homeowners multi-peril, inland marine, and general liability lines of business. The company was founded by Daniel Asher Schreiber and Shai Wininger on June 17, 2015 and is headquartered in New York, NY.

Lemonade Inc

Lemonade Inc. (LMND) is trending as investors debate its valuation and growth trajectory following significant price volatility and recent analyst upgrades that highlight potential long-term upside from its autonomous vehicle insurance partnership. The community remains sharply divided between bulls who view the stock as a high-potential AI-driven disrupter in the insurance industry and bears who emphasize ongoing unprofitability and intense competition from legacy firms.

XRP is a decentralized digital asset and the native token of the XRP Ledger, a Layer 1 blockchain designed for high-performance global payments. Its primary value proposition is offering a fast, cost-effective alternative to traditional banking systems by enabling near-instant cross-border settlements that finalize in three to five seconds. By serving as a neutral bridge asset between different fiat currencies, it helps financial institutions lower liquidity costs and eliminates the need for pre-funded accounts.  The network is unique because it utilizes a federated consensus protocol instead of energy-intensive mining or staking. This system achieves deterministic finality through a Unique Node List of trusted validators who must reach an eighty percent agreement threshold to permanently record transactions. This infrastructure supports a sustained throughput of 1,500 transactions per second and includes a built-in decentralized exchange that allows for the automated trading of any tokenized asset without intermediaries.  The project traces its origins back to 2004 with Ryan Fugger before being co-founded in its modern form by Jed McCaleb and Chris Larsen. The company, now known as Ripple, works with major financial institutions as partners and investors to build global payment solutions. To protect the network from spam, a small amount of XRP is burned during every transaction, and the token is further utilized by institutions as collateral to access traditional markets and manage digital asset infrastructure.  Institutional adoption of the asset reached a major milestone in November 2025 when the SEC approved the first wave of spot XRP ETFs. These products, offered by major issuers including Bitwise, Grayscale, 21Shares, Canary Capital, and Franklin Templeton, are now listed on prominent exchanges like the NYSE Arca, Nasdaq, and Cboe BZX. While Ripple remains a key contributor to the ecosystem, the underlying XRP Ledger continues to operate as an open-source and decentralized network.

Ripple

XRP is facing significant community skepticism and bearish sentiment as the price struggles to maintain its level above the dollar, fueling debates over potential institutional manipulation and long-term utility. While some investors are utilizing the consolidation as an accumulation opportunity, others are warning that the project is losing momentum and failing to deliver on promised growth.

Ethereum is a global, open-source platform for decentralized applications. In other words, it is a decentralized blockchain platform that enables developers to build and deploy smart contracts and applications without central authority control. Unlike Bitcoin, which primarily functions as digital currency, Ethereum operates as a programmable global computer where developers can create any type of decentralized service.   The platform hosts over $14 billion in DeFi applications with hundreds of thousands of active users across financial protocols, NFT marketplaces, and gaming platforms. Its transition to Proof of Stake in September 2022 reduced energy consumption by over 99%, addressing environmental concerns while strengthening network security.  The network operates through thousands of independent validator nodes that process transactions and execute smart contracts on the Ethereum Virtual Machine. Smart contracts are self-executing programs written in Solidity that automatically carry out agreements when conditions are met, eliminating intermediaries like banks or brokers.   Validators stake ETH as collateral to propose and validate blocks, earning rewards for honest participation while facing penalties for malicious behavior. The EIP-1559 upgrade introduced a dynamic base fee mechanism that burns ETH with each transaction, creating deflationary pressure during high network activity when more ETH is burned than issued to validators.  Vitalik Buterin proposed Ethereum in 2013, but seven co-founders helped build it, including Gavin Wood who created Solidity and the EVM technical specification, and Joseph Lubin who founded ConsenSys. The project launched in July 2015 after raising over $18 million through crowdfunding, quickly becoming the largest blockchain developer community. Major milestones include the 2020 Beacon Chain launch, the 2021 London hard fork implementing fee burning, and the 2022 Merge to Proof of Stake.   Ether (ETH) serves multiple functions: paying transaction fees (gas), staking to secure the network and earn 3-5% annual yields, serving as collateral in DeFi protocols, and purchasing NFTs and digital assets. The asset is increasingly adopted by traditional institutions, with publicly traded companies adding ETH to corporate treasuries to generate staking yields while maintaining blockchain exposure, and in 2024, the SEC approved spot Ethereum ETFs, allowing traditional investors to gain exposure through conventional brokerage accounts.  Ethereum's roadmap focuses on dramatically increasing transaction capacity to over 100,000 per second, reducing confirmation times, and enhancing decentralization while maintaining security against future threats like quantum computing.

Ethereum

Ethereum is currently at the center of a tug-of-war between retail skepticism over long-term price performance and institutional accumulation that appears to be absorbing supply during consolidation. Community sentiment is deeply divided, with many traders focused on critical technical resistance levels and upcoming regulatory developments as key catalysts for a potential breakout.

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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

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SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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<ul class="summary-bullets"><li>S&amp;P 500 index notched another record close on Thursday, as softer PPI data helped cool near-term Fed rate hike fears.&nbsp;</li><li>Friday’s retail sales could test the fresh Fed optimism.&nbsp;</li><li>Capricor surged nearly 100% premarket after Cantor Fitzgerald upgraded the stock and sharply raised its price target.</li></ul>U.S. stock futures took a breather early Friday after the S&amp;P 500 closed at a record high in the previous session. Cooler-than-expected July PPI helped ease concerns about another near-term Federal Reserve rate hike.&nbsp;As of 4:30 a.m. ET, Nasdaq futures rose 0.1%, S&amp;P 500 futures were flat with a positive bias, and Dow and Russell 2000 futures were down 0.1%. On Stocktwits, retail sentiment for the<a href="https://stocktwits.com/symbol/SPY"> SPDR S&amp;P 500 ETF (SPY)</a>, an exchange-traded fund that tracks the S&amp;P 500 Index, has moved to ‘bullish’ from ‘neutral’ a day ago, and<a href="https://stocktwits.com/symbol/QQQ"> Invesco QQQ Trust (QQQ)</a>, which tracks the Nasdaq-100 Index, has remained ‘bearish.’<h2 class="st-heading-2">AI Trade In The Spotlight</h2>Workday (WDAY) remained in the spotlight following reports that Silver Lake is considering an acquisition. Dan Niles believes that the potential Workday deal could put a floor under pressured software stocks, while Palo Alto Networks CEO Nikesh Arora pushed back on the idea that AI represents an existential threat to cybersecurity.&nbsp;Salesforce (CRM):&nbsp;JPMorgan resumed coverage with an Overweight rating and a $250 price target, and it sees its core business accelerating in the second half of fiscal 2027.&nbsp;SanDisk (SNDK)&nbsp;shares rose 4% in early premarket trade after laying out long-term targets calling for mid-to-high-teens revenue growth and about 50% adjusted free-cash-flow margins through fiscal 2030.That puts Micron (MU) and SK Hynix (SKHY)&nbsp;in focus alongside SanDisk.Applied Materials (AMAT)&nbsp;fell 5% in early premarket trading despite a quarterly earnings beat and outlook raise.Cisco (CSCO):&nbsp;Analysts have raised price targets post-earnings, with the bull case centered on an AI-driven networking supercycle.&nbsp;CoreWeave (CRWV): Michael Burry says his current short load is "maybe even more aggressive" than in 2020, but added that he won’t short CoreWeave, calling it a leading "Memesville" stock.&nbsp;<h2 class="st-heading-2">Space Stocks Are Buzzing&nbsp;</h2>SpaceX (SPCX): SEC filing showed Elon Musk owns 6.42 billion shares, representing a 48.4% stake. Elon Musk later noted that some of the shares depend on "extremely crazy good outcomes."&nbsp;Rocket Lab (RKLB):&nbsp;Shares are gaining attention after the company showed progress on testing its reusable Neutron "Hungry Hippo", while a new Space Force deal added a boost.&nbsp;AST SpaceMobile (ASTS):&nbsp;Shares gained ahead of its earnings report Monday. A FCC filing revealed that it has been granted a 30-day Special Temporary Authority to test 800MHz spectrum recently licensed to T-Mobile.<h2 class="st-heading-2">Trending Stocks</h2>Capricor Therapeutics (CAPR)&nbsp;surged 99% in early premarket trade after Cantor Fitzgerald made a dramatic reversal, upgrading the stock to Overweight from Neutral and raising its price target to $28 from $3.50. The bullish call follows Capricor's latest regulatory update on deramiocel and comes after the company said its roughly $238 million cash position is sufficient to fund operations for at least the next 12 months.&nbsp;Sellas (SLS) and ImmunityBio (IBRX)&nbsp;are drawing attention after Vanguard Group increased its major stakes in both cancer biotechs during Q2.UMAC, RCAT, ONDS, AVAV and KTOS:&nbsp;Drone and defense stocks are in the spotlight after President Donald Trump announced new tariffs on imported drones and components.&nbsp;Lululemon (LULU) is heading for its worst week since June after its Chief AI and Technology Officer, Ranju Das, exited the company ahead of Heidi O'Neill's September takeover as CEO.Other tickers trending on&nbsp;Stocktwits&nbsp;at the time of writing included Netflix (NFLX), CorMedix (CRMD), Nvidia Corp (NVDA), and UiPath (PATH).<h2 class="st-heading-2">What Else To Watch Friday</h2>On the economic front, investors will be watching for the release of retail sales and the University of Michigan Consumer Sentiment Index (preliminary).On the earnings front, Datavault AI Inc. (DVLT), Outlook Therapeutics Inc (OTLK), NRX Pharmaceuticals Inc (NRXP), New Era Energy &amp; Digital Inc. (NUAI), and Nakamoto Inc. (NAKA), are among those reporting today.For updates and corrections, email newsroom[at]stocktwits[dot]com

The NASDAQ MarketSite in Times Square is seen November 20, 2006 in New York City. (Photo by Spencer Platt/Getty Images)

S&P 500, Nasdaq Futures Pause Near Record Highs: Why SPCX, AMAT, SNDK, CSCO, CAPR, SLS, ONDS Stocks Are In Focus

U.S. stock futures took a breather early Friday after the S&P 500 closed at a record high in the previous session. Cooler-than-expected July PPI helped ease concerns about another near-term Federal Reserve rate hike.

Why Are Nasdaq, S&P 500 Futures Subdued After Record Close? SPCX, AMAT, SNDK, CSCO, CAPR, SLS, ONDS Stocks In Focus

Equity

Retail sentiment on Stocktwits remained improved to ‘bullish’ on SPY and remained ‘bearish’ on QQQ.


Applied Materials Inc.

Capricor Therapeutics Inc

Cisco Systems, Inc.

SELLAS Life Sciences Group Inc

Sandisk Corp

SpaceX

<ul class="summary-bullets"><li>Investors turned to PPI and jobless claims after July CPI did little to alter the Fed outlook.</li><li>AI trade is facing fresh scrutiny after another blockbuster earnings stretch and a new round of bearish bets.&nbsp;</li><li>Space stocks continue to attract retail attention, with SpaceX, ASTS and Rocket Lab riding Goldman Sachs’ bullish long-term industry thesis.&nbsp;</li></ul>U.S. stock futures were subdued early Thursday as traders awaited more inflation and labor market data following July’s CPI report that helped ease some interest rate hike concerns. The tight-range setup follows another tech-led session on Wednesday.&nbsp;As of 4:00 a.m. ET, Nasdaq futures were flat with a negative bias; S&amp;P 500 and Dow futures were flat with a positive bias, while Russell 2000 futures were up 0.1%. On Stocktwits, retail sentiment for the<a href="https://stocktwits.com/symbol/SPY"> SPDR S&amp;P 500 ETF (SPY)</a>, an exchange-traded fund that tracks the S&amp;P 500 Index, has remained ‘neutral’, and<a href="https://stocktwits.com/symbol/QQQ"> Invesco QQQ Trust (QQQ)</a>, which tracks the Nasdaq-100 Index, has remained ‘bearish.’<h2 class="st-heading-2">AI Trade In The Spotlight</h2>CoreWeave (CRWV)&nbsp;fell 2% in early premarket trade, after a stellar rally in the previous session following a strong Q2 print. The CFO added that older-generation Nvidia A100 units are fully leased through 2029.Nebius Group (NBIS):&nbsp;Shares fell 4% in early premarket trade even after it raised its FY26 contracted capacity guidance to 5 GW. Management said it could sell its entire 2027 capacity at current terms but is holding some back for higher-value near-term demand.&nbsp;Cisco Systems (CSCO): Pulling back 6% premarket despite beating fiscal Q4 earnings and signaling that AI orders should be “meaningfully higher” in fiscal 2027.&nbsp;Cerebras Systems (CBRS): Shares cracked 16% in early premarket trade despite raising its full-year guidance, as traders digested a Q2 net loss and near-term valuation expansion.Micron Technology (MU), SanDisk (SNDK) and SK Hynix (SKHY)&nbsp;are in focus amid the memory demand debate, even as South Korea’s KOSPI entered a bull market after last month’s selloff. Michael Burry is adding to the debate after reportedly shorting Nebius, Micron, Oracle and the semiconductor ETF SOXX, saying that the AI boom is approaching a downturn.&nbsp;Apple (AAPL) is opening a new manufacturing center in Houston Thursday as part of its previously announced $600 billion U.S. investment push. The company is also reportedly negotiating multiyear licensing agreements with publishers to supply news content for an AI-powered Siri.Anthropic is reportedly in talks to acquire AI startup Decart for about $6 billion, potentially its largest acquisition yet as AI labs shift their focus to cheaper compute resources, rather than simply adding more chips.<h2 class="st-heading-2">Space Stocks Are Buzzing&nbsp;</h2>Space stocks continue to garner&nbsp;close retail attention. A report by the Goldman Sachs Global Institute named space as “a new pillar of the industrial economy.”&nbsp;SpaceX (SPCX):&nbsp;Shares held steady in early premarket trading, adding to nearly 40% over five days, getting a booster from Goldman’s space economy thesis and momentum ahead of its second tranche of lockup expiration on August 20.AST SpaceMobile (ASTS):&nbsp;In focus after raising over $1 billion to explore vertical integration into launch operations, even as analysts caution over high valuation multiples and constellation deployment timelines.Rocket Labs (RKLB) and Firefly Aerospace (FLY)&nbsp;are other space names on watch following the Goldman report.&nbsp;<h2 class="st-heading-2">Trending Stocks</h2>Ondas Holdings (ONDS):&nbsp;Stock breached the $10 mark for the first time in months on Wednesday ahead of its Q2 earnings report today.&nbsp;Fermi Inc. (FRMI):&nbsp;Retail bulls on Stocktwits welcome the appointment of infrastructure veteran Lee McIntire as CEO. This comes as its crucial Project Matador moves into the construction and power-delivery phase.Wendy’s (WEN):&nbsp;Reports emerged that Nelson Peltz’s Trian Fund Management is assembling a consortium to submit a take-private bid for the burger chain. Retail bulls are speculating a $12-$17 ‘buyout offer.’Sellas Life Sciences (SLS): Stock was marginally higher in early premarket trading following regulatory filings which revealed new or increased positions from JPMorgan, Stifel and other investors ahead of Phase 3 AML clinical trial data later this year.Netflix (NFLX):&nbsp;Bill Ackman is back in Netflix after taking a roughly $400 million loss on the stock in 2022. His renewed bet comes as he now believes the company has won the streaming wars and can compound earnings through revenue growth, margin expansion, and buybacks.&nbsp;Bumble (BMBL):&nbsp;Is in the spotlight after announcing a major product shift allowing men to send the first message.Other tickers trending on&nbsp;Stocktwits&nbsp;at the time of writing included Strategy (MSTR), Poet Technology (POET), Coherent (COHR) and Infleqtion (INFQ).<h2 class="st-heading-2">What Else To Watch Thursday</h2>On the economic front, investors will be watching for the release of jobless claims and the producer price index data at 8:30 am ET. Another soft inflation reading could reinforce the case for a patient Fed, while a hotter PPI print could revive inflation concerns and pressure the AI trade.&nbsp;On the earnings front, Intuitive Machines Inc - Ordinary Shares - Class A (LUNR), Lithium Americas Corp (NewCo) (LAC), Paysafe Limited (PSFE), Ondas Inc. (ONDS), and Applied Materials Inc. (AMAT), are among those reporting today.For updates and corrections, email newsroom[at]stocktwits[dot]com

A laptop keyboard, a reflected illustrative stock graph displayed on a screen and the Nasdaq logo. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

Why Are Nasdaq, S&P 500 Futures Subdued Ahead Of PPI, Jobless Claims? CRWV, NBIS, CBRS, CSCO, ONDS, SPCX Stocks In Focus

U.S. stock futures were subdued early Thursday as traders awaited more inflation and labor market data following July’s CPI report that helped ease some interest rate hike concerns. The tight-range setup follows another tech-led session on Wednesday.

Retail sentiment on Stocktwits remained ‘neutral’ on SPY and ‘bearish’ on QQQ.


Cerebras Systems Inc

CoreWeave Inc

Nebius Group N.V.

Ondas Inc

<ul class="summary-bullets"><li>Investors awaited July CPI for fresh clues on the Federal Reserve’s rate path.</li><li>A hotter-than-expected CPI print could revive rate-hike fears after three Fed officials dissented in favor of a hike at the July meeting.</li><li>AI infrastructure stocks rallied in premarket trading, led by CoreWeave, Super Micro Computer and Nebius.&nbsp;</li></ul>U.S. stock futures were marginally higher early Wednesday as investors waited for the latest inflation reading for clues on the Federal Reserve’s next move.July CPI data will be released at 8:30 a.m. ET, with economists anticipating a 0.2% monthly increase and an annualized 3.4% headline rate. A hotter-than-expected reading could revive concerns about inflation and interest rates, particularly after three Federal Reserve officials dissented in favor of a rate hike at the central bank’s most recent meeting.&nbsp;As of 4:00 a.m. ET, Nasdaq futures rose 0.4%, S&amp;P 500 and Russell 2000 were up 0.1%, while Dow futures were flat with a positive bias. On Stocktwits, retail sentiment for the<a href="https://stocktwits.com/symbol/SPY"> SPDR S&amp;P 500 ETF (SPY)</a>, an exchange-traded fund that tracks the S&amp;P 500 Index, has remained ‘neutral’, and<a href="https://stocktwits.com/symbol/QQQ"> Invesco QQQ Trust (QQQ)</a>, which tracks the Nasdaq-100 Index, has moved to ‘bearish’ from ‘extremely bearish’ a day ago.<h2 class="st-heading-2">AI Trade In The Spotlight</h2>CoreWeave (CRWV): Shares soared 15% in early premarket trading after the AI cloud infrastructure provider finally broke its streak of disappointing post-earnings reactions with strong margins, revenue and backlog growth.&nbsp;The result also lifted other AI infrastructure names, with&nbsp;Nebius (NBIS)&nbsp;rising 8% ahead of its own earnings report before Wednesday’s open. Investors will be watching for commentary on capex and data center buildouts, especially after DA Davidson recently cut its price target citing construction delays.&nbsp;Super Micro Computer (SMCI)&nbsp;shares surged 9% in early premarket trading after the server and data-center hardware company offered a stronger outlook despite a revenue miss.Micron Technology (MU), SanDisk (SNDK) and SK Hynix (SKHY)&nbsp;are in focus after reports that Singapore’s Temasek plans to invest directly in Samsung Electronics and SK Hynix, boosting South Korea’s KOSPI in trade today.&nbsp;Oracle (ORCL): Shares rose over 1% in early premarket trading after a report that the company is preparing another round of layoffs.<h2 class="st-heading-2">Space Stocks Are Buzzing&nbsp;</h2>SpaceX (SPCX): Elon Musk said artificial intelligence could account for 99% of SpaceX’s value within four or five years. He also added that AI revenue could surpass the combined revenue of SpaceX’s other operations as soon as September. Meanwhile, a filing showed that ally Antonio Gracias holds a 6.5% stake in the company.&nbsp;Rocket Lab (RKLB)&nbsp;is also in focus after Ark Investment Management bought roughly 292,000 shares on Tuesday.AST SpaceMobile (ASTS) is moving closer to bringing satellite connectivity directly to smartphones in the UK. ASTS said it will “imminently” begin operations with Vodafone after securing required regulatory authorizations.Velo3D (VELO)&nbsp;shares surged 19% in early premarket trading after the SpaceX supplier beat expectations and raised guidance.&nbsp;Meanwhile, the Pentagon launched an industry portal for the $185 billion Golden Dome missile-defense program.&nbsp; SpaceX and Northrop Grumman have already completed initial tests, while the Space Force has awarded armed-satellite development contracts to 12 companies, including RTX, Anduril and Lockheed Martin.&nbsp;<h2 class="st-heading-2">Trending Stocks</h2>U.S. Antimony (UAMY):&nbsp;Shares fell 15% in early premarket trading after lower antimony prices and weaker revenue renewed concerns about execution, although retail traders remain bullish on the company.CAVA (CAVA):&nbsp;Shares rose 10% in early premarket trading after the restaurant chain beat second-quarter expectations, with traffic growth holding up despite recent concerns around leafy greens and food safety.Fermi (FRMI):&nbsp;Shares rose 2% in early premarket trading after partnering with Hillcore on a power complex, potentially doubling its Matador project capacity to roughly 4.8 GW.&nbsp;Other tickers trending on&nbsp;Stocktwits&nbsp;at the time of writing included Ondas (ONDS), Firefly Aerospace (FLY), Gorilla Technology (GRRR), and BlackBerry (BB).<h2 class="st-heading-2">What Else To Watch Wednesday</h2>Oil remains another variable to watch, with U.S. crude above $83 a barrel as hopes for a reopening of the Strait of Hormuz fade. Gold was hovering near $4,370 as traders waited for CPI and monitored geopolitical developments.On the earnings front, WeRide (WRD), T1 Energy (TE), Humacyte (HUMA), Altimmune (ALT) and Nexxen International (NEXN) are among those reporting before the bell today. After the close, investors will hear from Cisco Systems (CSCO), Coherent (COHR), Virgin Galactic (SPCE), Spire Global (SPIR), NANO Nuclear Energy (NNE), Cerebras Systems (CBRS), Pan American Silver (PAAS) and several other companies.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com

Why Are Nasdaq, S&P 500 Futures Edging Higher Premarket Ahead Of CPI? SPCX, SMCI, CRWV, NBIS, MU Stocks In Focus

U.S. stock futures were marginally higher early Wednesday as investors waited for the latest inflation reading for clues on the Federal Reserve’s next move.

Micron Technology Inc

Super Micro Computer Inc

<ul class="summary-bullets"><li>Geopolitical uncertainty around the Strait of Hormuz keeps oil and inflation risks in focus.&nbsp;</li><li>Wall Street takes a breather ahead of key inflation data later this week.</li><li>Tehran insists shipping through the Strait of Hormuz will not normalize until U.S. sanctions and asset freezes are lifted, even as President Donald Trump hardened his stance on Iran.</li></ul>U.S. stock futures were mixed early Tuesday as investors gear up for a crucial inflation reading due tomorrow and as uncertainty over the geopolitical tensions around the Strait of Hormuz continued to weigh on sentiment.&nbsp;As of 4:00 a.m. ET, Nasdaq and Russell 2000 futures rose 0.1%, Dow futures were down 0.1%, while S&amp;P 500 futures were flat with a negative bias. On Stocktwits, retail sentiment for the<a href="https://stocktwits.com/symbol/SPY"> SPDR S&amp;P 500 ETF (SPY)</a>, an exchange-traded fund that tracks the S&amp;P 500 Index, has declined to ‘neutral’ from ‘bullish’ a day ago, and<a href="https://stocktwits.com/symbol/QQQ"> Invesco QQQ Trust (QQQ)</a>, which tracks the Nasdaq-100 Index, has declined to ‘extremely bearish’ from ‘bearish’.Key earnings reports expected today include Super Micro Computer (SMCI), CoreWeave (CRWV), Cava Group (CAVA), Lumentum (LITE), and Sellas (SLS).<h2 class="st-heading-2">CPI Countdown: Inflation Takes Center Stage&nbsp;</h2>July consumer price index data is due Wednesday, followed by producer price inflation on Thursday and retail sales on Friday. The CPI report is particularly important because it will be the first major inflation reading since the Federal Reserve’s latest policy decision and could reset expectations for the Fed’s next move and the timing of potential rate hikes.Cleveland Fed President Beth Hammack stated on Monday that she does not see inflation returning to the 2% target on its own, warning it could take more than one rate hike to bring it down.Uncertainty around the Strait of Hormuz is adding another layer to the inflation debate.Tehran insists shipping through the Strait of Hormuz will not normalize until U.S. sanctions and asset freezes are lifted, even as President Donald Trump hardened his stance on Iran regarding compensation in future talks.<h2 class="st-heading-2">AI Plays Making News</h2>Nvidia (NVDA):&nbsp;CEO Jensen Huang labeled AI data centers “investable assets” after partnering with major Wall Street firms (Apollo, BlackRock, Blackstone, KKR) to mobilize over $500 billion in private capital.Intel Corp (INTC)&nbsp;shares rose nearly 1% in early premarket trading on reports it is upsizing its planned share sale to roughly $20B.&nbsp;Riot Platforms (RIOT):&nbsp;Stock soared 21% in early premarket trade after reports that it has secured a $9.1B deal to supply computing power to AI startup Anthropic.&nbsp;CoreWeave (CRWV): Ahead of its earnings report today, the cloud computing company has secured a delayed-draw term loan facility to fund HPC infrastructure tied to customer contracts.<h2 class="st-heading-2">Space Stocks Lose Altitude After Earnings&nbsp;</h2>AST SpaceMobile Inc. (ASTS):&nbsp;Shares extended the selloff from its biggest 2-week hit after earnings, despite reaffirming its target to approach $1B in revenue in its first year of commercial service.&nbsp;Rocket Lab (RKLB)&nbsp;shares fell 9% in early premarket trading post-Q2 results despite reporting a revenue beat. The issue is a demand-supply mismatch, as management said it has a “very limited supply” of Neutron rockets coming out of the gate and needs to be selective about where it deploys them.SpaceX (SPCX):&nbsp;Shares were down over 1% in early premarket trade following lockup expiration pressures, though billionaire investor Ron Baron believes that SpaceX could eventually deliver a 40x upside.&nbsp;<h2 class="st-heading-2">Trending Stocks</h2>Sellas Life Sciences (SLS):&nbsp;Rebounding premarket as retail traders await its Q2 earnings and updates around its pivotal REGAL Phase 3 leukemia trial.Archer Aviation (ACHR) and Joby Aviation (JOBY) are drawing attention after Archer agreed to acquire Boeing's drone and autonomous assets, as investors compare it with Joby’s more focused commercial air-taxi strategy.&nbsp;Fermi LLC (FRMI):&nbsp;Shares surged 20% in early premarket trade after announcing its first binding customer lease at its Texas campus, with cloud provider TensorWave committing to a $6.5B lease. Meanwhile, retail traders on Stocktwits are speculating an announcement about the guarantor alongside Fermi’s Q2 results on Thursday.&nbsp;Hims &amp; Hers Health (HIMS) shares tanked 7% in early premarket trading despite raising FY26 guidance and testing new peptides. While retail sentiment turned more bullish on Stocktwits, investors were focused on margin pressure and an $86 million net loss.GoPro Inc (GPRO)&nbsp;stock fell 4% in early premarket trade as retail focus shifts to board-authorized strategic sale discussions. The CEO signaled that the talks have entered ‘late stages.’Nio Inc (NIO)&nbsp;shares slid 4% in early premarket trade after SEC filings revealed BlackRock trimmed its stake by 12% in Q2, overshadowing strong ES9 delivery numbers.&nbsp;Strategy (MSTR)&nbsp;is trending on retail radar as filings revealed $108.6M in Bitcoin sales.Other tickers trending on Stocktwits at the time of writing included Trump Media &amp; Technology (DJT), Blackberry (BB), and Coherent Group (COHR).&nbsp;<h2 class="st-heading-2">What Else To Watch Tuesday&nbsp;</h2>On the economic front, investors will be tracking the release of the existing home sales due Tuesday.On the earnings front, Sea Ltd - ADR (SE), Arbutus Biopharma Corp (ABUS), Super Micro Computer Inc (SMCI), SELLAS Life Sciences Group Inc (SLS), CoreWeave Inc. - Ordinary Shares - Class A (CRWV), and InspireMD Inc (NSPR) are among those reporting today.For updates and corrections, email newsroom[at]stocktwits[dot]com

S&P 500, Nasdaq, Dow Futures Mixed As CPI Countdown Begins: Why INTC, SLS, SPCX, RKLB, ASTS, RIOT, FRMI Stocks Are In Focus

U.S. stock futures were mixed early Tuesday as investors gear up for a crucial inflation reading due tomorrow and as uncertainty over the geopolitical tensions around the Strait of Hormuz continued to weigh on sentiment.

Why Are Nasdaq, Dow Futures Trading Mixed Premarket? INTC, SLS, SPCX, RKLB, ASTS, RIOT, FRMI Stocks Are In Focus

Retail sentiment on Stocktwits has declined to ‘neutral’ on SPY and ‘extremely bearish’ on QQQ.


AST SpaceMobile Inc

Fermi LLC

Intel Corp

Riot Platforms Inc

Rocket Lab USA Inc

<ul class="summary-bullets"><li>President Donald Trump told Axios that the U.S. is "only semi-negotiating" with Iran, while Iranian officials denied that direct negotiations were underway.</li><li>Investors face a busy macro calendar this week, with July CPI due Wednesday, followed by PPI on Thursday and retail sales on Friday.&nbsp;</li><li>Reports suggest that Apple is testing memory chips from China’s CXMT for iPhones and Macs.</li></ul> U.S. stock futures were mixed early Monday after Wall Street’s strongest weekly advance since April amid renewed uncertainty over the Strait of Hormuz.&nbsp;Optimism that the U.S. and Iran could reach an agreement and reopen the critical shipping route faded over the weekend. President Donald Trump told Axios that the U.S. is "only semi-negotiating" with Iran, while Iranian officials denied that direct negotiations were underway.As of 4:00 a.m. ET, Nasdaq futures were up 0.4%, S&amp;P 500 futures rose 0.1%, while Russell 2000 and Dow futures were flat with a negative bias.On Stocktwits, retail sentiment for the<a href="https://stocktwits.com/symbol/SPY"> SPDR S&amp;P 500 ETF (SPY)</a>, an exchange-traded fund that tracks the S&amp;P 500 Index, has improved to ‘bullish’ from ‘neutral’ last week, and<a href="https://stocktwits.com/symbol/QQQ"> Invesco QQQ Trust (QQQ)</a>, which tracks the Nasdaq-100 Index, has declined to ‘bearish’.<h2 class="st-heading-2">Premarket Movers&nbsp;</h2>Apple (AAPL)&nbsp;is on the retail radar this morning on a bunch of catalysts.&nbsp;<a href="https://stocktwits.com/news-articles/default/equity/apple-s-foldable-phone-whoop-like-band-cxmt-memory-tests-buzz-keep-traders-hooked/cZojgdmRJap">Reports</a> suggest that Apple is testing memory chips from China’s CXMT for iPhones and Macs as it looks to navigate tight memory supplies. Also, news trickled in that eligible Mac users in mainland China can connect Alibaba's Qwen AI to Siri and Writing Tools.Taiwan Semiconductor Manufacturing Co. (TSM)&nbsp;reported a 45% rise in July revenue, reinforcing sustained global demand for AI hardware.Micron Technology Inc. (MU):&nbsp;Moving higher in early premarket trade ahead of its presentation at the KeyBanc Technology Leadership Forum on Monday. Retail traders are watching for a potential guidance raise.&nbsp;Cloudflare (NET):&nbsp;On X, over the weekend, its CTO Dane Knecht proposed working with SpaceX’s Starlink to develop internet protocols designed for fast-moving satellites, with Elon Musk saying he sent the idea to the Starlink team.&nbsp;Sellas Life Sciences (SLS):&nbsp;Remains a closely watched biotech stock after gaining nearly 20% last week as investors await an anticipated Phase 3 REGAL data readout for its AML drug candidate.&nbsp;<h2 class="st-heading-2">Space Stocks Catch A Fresh Catalyst&nbsp;</h2>SpaceX (SPCX): Over the weekend,&nbsp;SpaceX CEO&nbsp;<a href="https://stocktwits.com/news-articles/default/equity/elon-musk-backs-study-showing-bot-traffic-will-be-1-000-x-human-traffic-michael-burry-wants-to-know-who-s-actually-paying/cZojOsgRJan">Elon Musk</a> said next-generation Starlink V3 satellites could deliver more than 100 times the bandwidth of the current V2 system. ARK’s Cathie Wood called the potential bandwidth increase “astonishing,” as the firm continued to add more shares to its funds.&nbsp;Investors will also be tracking AST SpaceMobile Inc. (ASTS), Rocket Lab (RKLB)&nbsp;ahead of its&nbsp;<a href="https://stocktwits.com/news-articles/default/equity/rklb-asts-stocks-rise-premarket-ahead-of-mega-space-earnings-day-retail-traders-optimistic-after-space-x-s-results/cZojjhrRJav">Q2 reports</a> today. Intuitive Machines (LUNR)&nbsp;will report later this week.&nbsp;<h2 class="st-heading-2">Other Trending Stocks</h2>Berkshire Hathaway Inc. (BRK.A, BRK.B):&nbsp;Shares were subdued in early premarket trade after Michael Burry&nbsp;<a href="https://stocktwits.com/news-articles/default/equity/post-buffett-berkshire-hathaway-can-t-keep-up-with-s-and-p-500-michael-burry-says-it-s-lost-its-attractive-tag/cZojiQnRJar">posted</a> that the stock is no longer an "attractive investment." Berkshire has underperformed the major indexes in 2026 despite holding a $364.7 billion cash and Treasury pile.Robinhood (HOOD):&nbsp;The stock formed a Golden Cross on Friday for the first time since January 2024, with the 50-day moving average crossing above the 200-day average.&nbsp;Keel (KEEL):&nbsp;Keel Infrastructure is also drawing retail attention ahead of its earnings report, as traders&nbsp;<a href="https://stocktwits.com/news-articles/default/equity/keel-stock-rises-premarket-retail-speculates-on-hyperscaler-deal-reveal-in-q2-results/cZojjElRJaH">speculate</a> on potential hyperscaler lease deal announcements.Other tickers trending on Stocktwits at the time of writing included Strategy (MSTR), Unity Software (U), and Aurinia Pharmaceuticals (AUPH).<h2 class="st-heading-2">CPI, PPI And Retail Sales Set Up A Data-Heavy Week&nbsp;</h2>On the economic front, investors get July CPI on Wednesday, followed by PPI on Thursday and retail sales on Friday. Existing home sales are due Tuesday, while the University of Michigan’s preliminary August consumer sentiment reading is due Friday.&nbsp;The CPI print is particularly important because it will be the first major inflation reading after the latest Fed decision.On the earnings front, Plug Power (PLUG), Riot Platforms (RIOT), Trump Media (DJT), AST Spacemobile (ASTS), Hims &amp; Her Health (HIMS), Archer Aviation (ACHR), Quantum Computing (QUBT), and Barrick Mining (B), are among those reporting today.Later in the week, investors will monitor earnings from CoreWeave, Super Micro Computer, and Lumentum on Tuesday, Cisco and Coherent on Wednesday, and Applied Materials on Thursday in the AI infrastructure space.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com

S&P 500, Nasdaq, Dow Futures Mixed As Hormuz Uncertainty Weighs: Why AAPL, TSM, MU, SPCX, ASTS, SLS Stocks Are In Focus

Retail sentiment on Stocktwits was split, with traders ‘bullish’ on SPY and ‘bearish’ on QQQ.

Apple Inc

Taiwan Semiconductor Manufacturing - ADR

<ul class="summary-bullets"><li>Investors will watch for weekly&nbsp;initial jobless claims ahead of Friday's closely watched July employment report.&nbsp;</li><li>Fed Governor Lisa Cook said Wednesday she would support further policy tightening if inflation fails to keep moderating.</li><li>Reports suggest progress toward an Iran-Oman understanding over the Strait of Hormuz after President Donald Trump reiterated his preference for a negotiated agreement with Iran.</li></ul>U.S. stock futures were mixed early Thursday as investors parsed the geopolitical developments in the Middle East, awaited fresh labor market data and a barrage of earnings.&nbsp;As of 4:00 a.m. ET, Nasdaq futures were down 0.3%, S&amp;P 500 and Russell 2000 futures gained 0.1%, and Dow futures rose 0.2%.Despite the broad market momentum, retail traders remain wary. On Stocktwits, retail sentiment for the<a href="https://stocktwits.com/symbol/SPY"> SPDR S&amp;P 500 ETF (SPY)</a>, an exchange-traded fund that tracks the S&amp;P 500 Index, has remained ‘neutral’, and<a href="https://stocktwits.com/symbol/QQQ"> Invesco QQQ Trust (QQQ)</a>, which tracks the Nasdaq-100 Index, has moved to ‘neutral’ from ‘bullish’.All eyes will be on the weekly initial jobless claims today ahead of Friday’s payrolls data. Meanwhile, on Wednesday, Fed Governor Lisa Cook said she is prepared to support further rate hikes if inflation fails to continue moderating.Meanwhile, President Donald Trump reiterated that the U.S. is in talks with Iran and would prefer to reach an agreement, while reports indicated an Iran-Oman understanding over the Strait of Hormuz could be nearing completion.&nbsp;<h2 class="st-heading-2">Premarket Movers&nbsp;</h2>Alphabet (GOOGL) remains on the radar after announcing a major AI leadership reshuffle that saw Google DeepMind CEO Demis Hassabis transition into a broader role, and longtime AI chief Jeff Dean departing to launch a startup.Meta Platforms (META):&nbsp;Drew scrutiny following reports that its AI model inadvertently breached external and internal systems during a cybersecurity test.Figma &amp; software peers (CRM, INTU, ADBE):&nbsp;Figma shares cracked 14% in early premarket trading after the company warned that its rising AI infrastructure expenses weighed on margins, pulling down enterprise software stocks too.SanDisk (SNDK):&nbsp;Fell 9% in early premarket trade post-earnings as its forward guidance failed to clear high investor expectations. The company also announced a $14 billion share buyback program and outlined expectations for its New Business Model agreements to represent over 50% of bit shipments by FY27.SoundHound AI (SOUN): Shares surged 24% in early premarket trading following a record quarterly revenue and raised guidance.SpaceX (SPCX):&nbsp;Headed for its fifth consecutive week in the red amid its IPO lockup expiration today. Meanwhile, Cathie Wood bought nearly $20M in shares on Wednesday.&nbsp;Rocket Labs (RKLB)&nbsp;is in focus after rescheduling its delayed "Grain Goddess" Electron mission for Thursday.Ionq (IONQ):&nbsp;Shares soared 10% in early premarket trade on a bunch of contract wins, including a National Reconnaissance Office radar contract for its Space Division.Moderna (MRNA) shares rose over 3% in early premarket trade after receiving U.S. FDA approval for its influenza vaccine.Paranovus Entertainment (PAVS) stock surged 40% in early premarket trading on the announcement that it had closed a $33 million deal to acquire the women's activewear and athletic brand Heyviva from consumer brand holding company Jabanero Inc.&nbsp;Other tickers trending on Stocktwits at the time of writing included Eli Lilly (LLY), AppLovin Corp (APP), Fluence Energy (FLNC), and Novavax (NVAX).<h2 class="st-heading-2">Other Catalysts To Watch</h2>On the economic front, investors will be watching for the release of the initial jobless claims and wholesale inventories.On the earnings front, Celsius (CELH), Datadog (DDOG), ConocoPhillips (COP), D-Wave Quantum (QBTS), Peloton (PTON), and Warner Bros. Discovery (WBD) are among those reporting before the bell. After market close, Airbnb (ABNB), Trade Desk (TTD), Roku (ROKU), Marathon Digital (MARA), Cloudflare (NET), DraftKings (DKNG), Rigetti Computing (RGTI), MP Materials (MP), and others report.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com

Nasdaq, Dow Futures Mixed Ahead Of Jobless Claims: Why SPCX, SNDK, SOUN, IONQ, FIG Stocks Are In Focus

Retail traders appear to be dialing back optimism. On Stocktwits, sentiment is now ‘neutral’ on SPY and QQQ.

Why Are Nasdaq Futures Falling Premarket? SPCX, SNDK, SOUN, IONQ, FIG Stocks Are In Focus

Retail traders appear to be dialing back optimism. On Stocktwits, sentiment is now ‘neutral’ on SPY and QQQ.


Figma

IonQ Inc

Paranovus Entertainment Technology Ltd - Ordinary Shares - Class A

SoundHound AI Inc

<ul class="summary-bullets"><li>Investor sentiment got a boost from falling crude prices amid reports that a diplomatic breakthrough could reopen the Strait of Hormuz.</li><li>Economist Ed Yardeni said his 8,250 S&amp;P 500 target now appears conservative.&nbsp;</li><li>Traders now turn to the ADP jobs report, ISM Services PMI and earnings from Disney, Uber and Shopify, among others, today.&nbsp;</li></ul>U.S. stock futures were marginally higher early Wednesday after a record close on Wall Street in the previous session. Reports of a nearing diplomatic deal to reopen the Strait of Hormuz have helped boost investor sentiment.Economist Ed Yardeni noted that his year-end S&amp;P 500 target of 8,250 now looks "conservative," citing robust corporate earnings momentum.&nbsp;As of 4:00 a.m. ET, Nasdaq futures were up 0.1%, S&amp;P 500 and Russell 2000 futures gained 0.4%, while Dow futures rose 0.2%.&nbsp;Despite the broad market momentum, retail traders remain wary. On Stocktwits, retail sentiment for the<a href="https://stocktwits.com/symbol/SPY"> SPDR S&amp;P 500 ETF (SPY)</a>, an exchange-traded fund that tracks the S&amp;P 500 Index, has improved to ‘neutral’ from ‘bearish’ a day ago, and<a href="https://stocktwits.com/symbol/QQQ"> Invesco QQQ Trust (QQQ)</a>, which tracks the Nasdaq-100 Index, has flipped to ‘bullish’ from ‘bearish.’Brent crude and WTI crude both traded lower overnight after U.S. officials indicated an agreement with Iran could be close.&nbsp;<h2 class="st-heading-2">Earnings Impact: SpaceX Takes Centrestage</h2>SpaceX (SPCX):&nbsp;Shares plunged 9% in early&nbsp;premarket trade despite reporting strong revenues, as its exclusive Nvidia GPU partnership and direct-to-cell telecom push raised capex questions. Elon Musk said there is a non-zero chance of reaching $1 trillion in annual revenue by 2030, and reiterated plans to dramatically expand Starlink V3 satellite deployments.SpaceX's earnings call had an impact across several sectors: Telecom stocks including Verizon, AT&amp;T and T-Mobile fell over 2% each, while satellite players like&nbsp;AST SpaceMobile (ASTS) saw retail traders turn bullish on potential space partnerships.Elon Musk also warned that&nbsp;<a href="https://stocktwits.com/news-articles/default/equity/mu-sndk-skhy-stocks-in-focus-elon-musk-says-memory-demand-is-growing-200-a-year-maybe-higher-calls-it-a-limiting-factor/cZo41r7RJIG">memory demand</a> is growing at "200% a year," calling hardware memory output the primary "limiting factor" for AI expansion, putting Micron (MU), SanDisk (SNDK), and SK Hynix back in the spotlight.Advanced Micro Devices (AMD):&nbsp;Shares cracked 7% in early premarket trade after reporting a sharp Q2 capex surge to $808 million and losing future satellite AI chip supply to Nvidia.<h2 class="st-heading-2">Premarket Movers&nbsp;</h2>Palantir (PLTR): Shares fell 2% in early premarket trade following a 30% post-earnings surge on Tuesday. Retail chatter also picked up after Michael Burry said on X that he wished he had been short "$1 trillion worth of Palantir," while Cathie Wood's ARK Invest trimmed its holdings following the rally.&nbsp;Microsoft (MSFT) shares are in focus after 13F filings revealed Michael Burry’s Scion Asset Management completely exited its long position in the software giant, while maintaining bearish bets across several semiconductor names.&nbsp;Paramount Skydance (PSKY) and Warner Bros. Discovery (WBD)&nbsp;face a 12-day antitrust trial scheduled for March 2, 2027, in California federal court. Meanwhile, Paramount CEO David Ellison expressed complete confidence during the earnings call, saying they expect to win at trial or reach an out-of-court resolution.Rocket Lab USA (RKLB):&nbsp;Shares rose 4% in early premarket trade after landing a $397 million Space Force contract. And silver stocks such as&nbsp;First Majestic Silver (AG), Hecla Mining (HL) and iShares Silver Trust (SLV) rose over 3% in early premarket trade as spot silver hit one-month highs.Other tickers trending on Stocktwits at the time of writing included Novo Nordisk (NVO), Arista Networks (ANET), and Zeta Global (ZETA)<h2 class="st-heading-2">Other Catalysts To Watch</h2>On the economic front, investors will be watching for the release of the ADP jobs report as well as the S&amp;P Global Final Services PMI and ISM Final Services PMI today. On the earnings front, Walt Disney Co (DIS), Shopify Inc (SHOP), Uber Technologies Inc (UBER), Riot Platforms Inc (RIOT) are among those reporting before the bell. Meanwhile, Block Inc (XYZ), Beyond Meat Inc (BYND), Clover Health Investments Corp (CLOV), IonQ Inc (IONQ), and SoundHound AI Inc (SOUN) are among others reporting after market close.For updates and corrections, email newsroom[at]stocktwits[dot]com

In this photo illustration, a smartphone displays the SpaceX logo in front of a Nasdaq logo on June 11, 2026, in Shenzhen, Guangdong Province, China. (Photo illustration by Cheng Xin/Getty Images)

Nasdaq, S&P 500 Futures Rise On Hormuz Deal Hopes, ADP Jobs Data Eyed: Why AMD, SPCX, ASTS, MSFT, PLTR, RKLB, SLV Are In Focus

Retail sentiment on Stocktwits has improved, turning ‘neutral’ on SPY, and ‘bullish’ on QQQ.

Advanced Micro Devices Inc

<ul class="summary-bullets"><li>Nasdaq futures lead gains after strong earnings from Palantir and Snap reinforced optimism around AI spending.&nbsp;</li><li>AMD, Lucid and SpaceX report after the bell, while JOLTS data and trade balance are the macro data points due today.</li><li>Traders also monitor geopolitical developments in the Middle East and AI policy talks at the White House.</li></ul>U.S. stock futures were higher early Tuesday as Wall Street looks to build on Monday’s rally driven by earnings. Strong results from Palantir and Snap have set the tone, with markets bracing for crucial after-hours earnings reports from AMD, Lucid, and SpaceX’s first public earnings release ahead of its post-IPO share unlock.&nbsp;As of 4:00 a.m. ET, Nasdaq futures were up 0.7%, Russell 2000 futures gained 0.3%, while S&amp;P 500 and Dow futures rose 0.1%.&nbsp;Despite the broad market momentum, retail traders remain wary. On Stocktwits, retail sentiment for the<a href="https://stocktwits.com/symbol/SPY"> SPDR S&amp;P 500 ETF (SPY)</a>, an exchange-traded fund that tracks the S&amp;P 500 Index, and<a href="https://stocktwits.com/symbol/QQQ"> Invesco QQQ Trust (QQQ)</a>, which tracks the Nasdaq-100 Index, has remained ‘bearish.’On the geopolitical front, investors parsed conflicting headlines from Washington and Tehran: Over the weekend, President Donald Trump highlighted a pause in planned military strikes to allow for talks, while Iran clarified on Monday that its discussions were strictly via Oman to secure a temporary commercial shipping agreement through the Strait of Hormuz. Oil stocks such as BATL, TPET, XOM, CVX, EONR and USO will remain in focus today.&nbsp;Meanwhile, Meta, Anthropic, Google and OpenAI executives are set to meet White House officials on Tuesday to discuss voluntary artificial intelligence (AI) safety testing.<h2 class="st-heading-2">Trending Stocks To Watch</h2>Palantir (PLTR):&nbsp;Shares soared 15% in early premarket trade after the data and AI software company beat earnings expectations and raised its outlook. CEO Alex Karp renewed his criticism of frontier AI companies, saying Palantir "does not get paid for clicks or tokens or chats."&nbsp;Snap (SNAP):&nbsp;Stock rose 9% in early premarket trading on strong Q2 advertising and subscription growth. CEO Evan Spiegel said there is significant room for further subscription expansion, ahead of its Specs launch event in September.Amazon.com (AMZN):&nbsp;Shares fell over 1% in early premarket trade after touching a record $3 trillion market cap on AWS strength. Reports indicate that founder Jeff Bezos filed a Form 144 to sell up to 15 million shares (nearly $4 billion) under a prearranged trading plan. Cathie Wood has reportedly bought nearly $21M of Amazon shares on Monday.&nbsp;Microsoft (MSFT):&nbsp;Shares fell over 1% in early premarket trade after a three-session rally that added $750 billion in market value post-earnings. Fresh&nbsp;<a href="https://stocktwits.com/news-articles/default/equity/msft-stock-gains-25-in-3-days-report-says-new-xbox-360-games-could-come-to-windows-p-cs/cZo5eFTRJ3w">reports</a> indicate that Xbox 360 games may soon come to Windows PCs.SanDisk (SNDK)&nbsp;rose 3% in early premarket following news that SanDisk and SK Hynix released the first Open Compute Project technical specification for High Bandwidth Flash (HBF) standardization in AI inference systems.&nbsp;Memory chip peer&nbsp;Micron (MU) was also trading higher. A research report claims that Micron could replace SK Hynix as the world's second-largest DRAM supplier.&nbsp;<h2 class="st-heading-2">Earnings To Watch After The Bell&nbsp;</h2>Advanced Micro Devices (AMD): Gained over 3% premarket ahead of its&nbsp;<a href="https://stocktwits.com/news-articles/default/equity/amd-q2-print-citigroup-loads-up-analyst-upside-clean-quarter/cZo59JVRJEb">Q2 report</a>, with investors watching for guidance, Helios AI roadmap updates and data center momentum. Meanwhile, Citigroup disclosed a multibillion-dollar AMD stake.&nbsp;&nbsp;SpaceX (SPCX):&nbsp;Reports its first quarterly&nbsp;<a href="https://stocktwits.com/news-articles/default/equity/spacex-earnings-analyst-identity-crisis-500b-wipeout/cZo5Q8DRJEP">earnings</a> as a listed company after-hours today, which comes just two days before its initial post-IPO share unlock begins. Investors will be looking for profitability at Starlink, AI-related capital spending and outlook going ahead.Lucid Group (LCID):&nbsp;The EV maker also reports after the bell, with Wall Street expecting a $900 million quarterly loss. Investors will focus on liquidity, restructuring plans under new CEO Silvio Napoli, Saudi-backed expansion, and production guidance.Spotify (SPOT): Shares were subdued ahead of its&nbsp;<a href="https://stocktwits.com/news-articles/default/equity/can-ai-help-spotify-snap-its-2026-slump-morgan-stanley-sees-an-attractive-opportunity-ahead-of-q2-results/cZo5QmERJE2">Q2 earnings</a> release, with Morgan Stanley raising its price target to $640 on upcoming AI and subscription catalysts.<h2 class="st-heading-2">Retail Stock Watchlist&nbsp;</h2>GameStop (GME): Remains on the retail radar as bulls speculate that Monday's sharp selloff, triggered by a $1.4 billion convertible debt exchange deal, is a balance-sheet setup for a larger acquisition or corporate play.AST SpaceMobile (ASTS):&nbsp;Shares hover at a three-week high ahead of Wednesday’s BlueBird satellite launch.&nbsp;SELLAS Life Sciences (SLS):&nbsp;Gained ground in early premarket trade. Citigroup disclosed an expanded $4.8 million stake ahead of key Phase 3 AML trial milestones.Other tickers trending on&nbsp;Stocktwits&nbsp;at the time of writing included Xpeng Inc (XPEV), Walmart Inc (WMT), Chevron Corp (CVX), Ondas Inc (ONDS), and Redwire Corp (<a href="https://stocktwits.com/news-articles/default/equity/rdw-stock-rises-overnight-retail-expects-positive-surprise-in-q2-earnings-amid-growing-us-drone-spending/cZo5OqTRJEc">RDW</a>).<h2 class="st-heading-2">Other Catalysts To Watch</h2>On the economic front, investors will be watching for the release of the trade balance at 8:30 am ET, followed by the job openings and labor turnover survey (JOLTS) at 10:00 am ET.&nbsp;On the earnings front, Pfizer Inc. (PFE), Aurinia Pharmaceuticals Inc (AUPH), McDonald's Corp (MCD), and Caterpillar Inc. (CAT) are among those reporting before the bell today.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com

The SpaceX logo is displayed on the screen of a smartphone placed on a reflective surface onto which a stock market chart is projected. (Photo by Samuel Boivin/NurPhoto via Getty Images)

Nasdaq, S&P 500 Futures Climb As Wall Street Awaits AMD, SpaceX Earnings After Palantir Rally: Why SNAP, AMZN, SNDK, LCID, SLS, ASTS Are In Focus

Retail traders remain wary. Sentiment on Stocktwits shows they remain ‘bearish’ on SPY and QQQ.

<ul class="summary-bullets"><li>President Donald Trump said planned military strikes on Iran were called off, easing fears over Middle East supply disruptions and sending crude prices sharply lower.&nbsp;</li><li>Nearly 15% of S&amp;P 500 companies report results this week, while labor-market data could shape expectations for the Federal Reserve’s next move.&nbsp;</li><li>Optimism around AI continued following last week’s Big Tech earnings.&nbsp;</li></ul>U.S. stock futures were higher in early Monday trade on easing geopolitical tensions in the Middle East after President Donald Trump announced the U.S. called off planned military strikes on Iran over the weekend. Direct negotiations are reportedly set to begin today. Hopes of a deal that could include reopening the Strait of Hormuz sent crude prices sharply lower.As Wall Street kicks off August, investors are looking to build on the revived optimism around artificial intelligence (AI) after last week’s Big Tech earnings. Nearly 15% of the S&amp;P 500 are reporting this week. Focus will also remain on a whole host of labor market data that will trickle in through the week, culminating in Friday’s July Nonfarm Payrolls report.&nbsp;As of 4:00 a.m. ET, Nasdaq and Russell 2000 futures were up 0.7%, while S&amp;P 500 and Dow futures rose 0.5%.&nbsp;Retail traders, however, remain cautious. On Stocktwits, retail sentiment for the<a href="https://stocktwits.com/symbol/SPY"> SPDR S&amp;P 500 ETF (SPY)</a>, an exchange-traded fund that tracks the S&amp;P 500 Index, remained ‘bearish’, and<a href="https://stocktwits.com/symbol/QQQ"> Invesco QQQ Trust (QQQ)</a>, which tracks the Nasdaq-100 Index, has dipped to ‘bearish’ from ‘neutral’ last week.<h2 class="st-heading-2">Trending Stocks To Watch</h2>Palantir (PLTR)&nbsp;reports Q2 earnings after market close today, with investors watching to see if strong enterprise results can reverse its recent drop from peak levels.Alibaba (BABA):&nbsp;Shares rose 4% in early premarket trading after releasing its Qwen3.8-Max AI model, which the company claims rivals the capabilities of Anthropic’s flagship model.&nbsp;Tesla Inc (TSLA):&nbsp;Under scrutiny as NHTSA opened an investigation into 156 complaints regarding front suspension failures on Model 3 and Model Y vehicles. Meanwhile, Danish registration data showed a 52% YoY jump in July.SpaceX (SPCX): Remains on the retail radar ahead of its first Q2 earnings report as a public company on Tuesday. Elon Musk stoked optimism on social media by backing claims that SpaceX could add Tesla-equivalent revenue over the next 12–24 months.&nbsp;United States Oil Fund (USO):&nbsp;Global crude prices fell 5% following the de-escalation of U.S.-Iran military tensions over the weekend. Investors will also be tracking oil stocks such as&nbsp;BATL, TPET, XOM, CVX, EONR.&nbsp;SanDisk (SNDK), Micron (MU), AMD (AMD), Nvidia (NVDA) and ASML (ASML):&nbsp;Chip stocks will be in focus as investors position ahead of AMD earnings on Tuesday and SanDisk's report later in the week.AstraZeneca (AZN) &amp; Bristol Myers Squibb (BMY): Reports suggest that&nbsp;the two pharma giants held preliminary talks regarding a potential $400 billion mega-merger.&nbsp;Other tickers trending on&nbsp;Stocktwits&nbsp;at the time of writing included Critical Metals Corp (CRML), Canadian Solar Inc (CSIQ), Strategy (MSTR), Ondas Inc (ONDS), and First Majestic Silver (AG).<h2 class="st-heading-2">Other Catalysts To Watch</h2>On the economic front, investors will be watching for the release of the ISM manufacturing PMI data at 10:00 am ET.On the earnings front,&nbsp;TG Therapeutics (TGTX), Snap Inc (SNAP), and American Bitcoin Corp (ABTC) are among the companies reporting today. Later this week, market participants will watch for earnings reports from AMD (AMD), SpaceX (SPCX), SanDisk (SNDK), Super Micro Computer (SMCI), and Eli Lilly (LLY).&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com

Nasdaq, S&P 500 Futures Rise, Oil Tumbles On Iran Relief Hopes: Why PLTR, BABA, TSLA, SPCX, USO Are In Focus

Despite the risk-on mood, Stocktwits retail sentiment remained bearish on both the SPY and QQQ ETFs.

Alibaba Group Holding Ltd

Palantir Technologies Inc

United States Oil Fund

<ul class="summary-bullets"><li>Amazon joined Microsoft and Meta in reinforcing investor confidence that AI spending is driving real revenue growth.</li><li>Chip stocks rallied broadly, offsetting weakness in Apple after its cautious outlook.&nbsp;</li><li>Tesla edged higher after Elon Musk dismissed a Wall Street Journal report suggesting the company was exploring strategic options for its China business ahead of a potential SpaceX-related transaction.</li></ul>U.S. stock futures were higher in early Friday trade as positive Big Tech earnings reignited investor appetite for artificial intelligence (AI) trades.Earlier this week, Microsoft’s Azure-driven results and Meta’s advertising strength reassured investors that AI investments are translating into revenue growth. Amazon added another major endorsement on Thursday; however, Apple Inc. took a knock after issuing a softer-than-expected outlook.&nbsp;As of 4:00 a.m. ET, Nasdaq futures rose 1.2%, S&amp;P 500, Dow, and Russell 2000 futures were up 0.5%.On Stocktwits, retail sentiment for the<a href="https://stocktwits.com/symbol/SPY"> SPDR S&amp;P 500 ETF (SPY)</a>, an exchange-traded fund that tracks the S&amp;P 500 Index, remained ‘bearish’, and<a href="https://stocktwits.com/symbol/QQQ"> Invesco QQQ Trust (QQQ)</a>, which tracks the Nasdaq-100 Index, has moderated to ‘neutral’ from ‘bearish’.<h2 class="st-heading-2">Trending Stocks To Watch</h2>Amazon (AMZN): Shares soared over 11% in early premarket trade on strong earnings. Investors cheered AWS’ strongest growth in 18 quarters, robust advertising revenue, and management's confidence that AI infrastructure demand remains supply constrained through at least 2027.&nbsp;Apple (AAPL):&nbsp;Shares fell over 7% in early premarket trade after softer forward guidance, as investors focused on weaker Services revenue and supply constraints. Retail sentiment on Stocktwits shifted to bearish, although several traders believed the selloff may be overdone.SanDisk (SNDK), Micron (MU), AMD (AMD), Nvidia (NVDA) and ASML (ASML):&nbsp;Chip stocks continued the rally for the second session after Amazon’s AI commentary strengthened confidence in hyperscaler spending and a dramatic rebound in the South Korean market. Meanwhile, Michael Burry has increased bearish bets against Nvidia, Micron and the semiconductor ETF SOXX.Super Micro Computer (SMCI): Shares rose over 2% in early premarket trading after launching 10 new AI data center rack models designed for NVIDIA’s GB300 and Vera Rubin platforms.Reddit (RDDT) shares cracked nearly 10% in early premarket trade after management disclosed slowing logged-in user growth and increasingly volatile Google search referrals. CEO Steve Huffman acknowledged search traffic had become "choppy.” On Stocktwits, however, retail sentiment turned extremely bullish.Bloom Energy (BE): Surged over 6% in early premarket trade as retail investors looked past a short-seller report from Hunterbrook Capital challenging its fuel cell efficiency claims.Tesla Inc (TSLA), SpaceX (SPCX): Edged higher in premarket trade even as Elon Musk dismissed a Wall Street Journal report that claimed Tesla was exploring strategic options for its China business ahead of a potential SpaceX transaction. Musk called it "absurdly fake news."&nbsp;Rocket Lab (RKLB), Redwire (RDW), Viasat (VSAT) and Fly rose nearly 3% in early premarket trade after securing eligibility under a $981 million U.S. Space Force IDIQ contract, opening opportunities to compete for future Pentagon orders.Other tickers trending on Stocktwits at the time of writing included Roblox Corp (RBLX), SoFi Technologies (SOFI), Norwegian Cruise Lines (NCLH), and Coinbase (COIN).<h2 class="st-heading-2">Other Catalysts To Watch</h2>On the economic front, investors will be watching for the release of the University of Michigan Consumer Sentiment Index (revised) at 10:00 am ET.On the earnings front,&nbsp;Moderna Inc (MRNA), ExxonMobil Holdings Corp. (XOM), Chevron Corp. (CVX), AbbVie Inc (ABBV), Ballard Power Systems Inc (BLDP), and Trump Media &amp; Technology Group Corp (DJT) are among the companies reporting today.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com

Nasdaq, S&P 500 Futures Rise As Amazon Reignites AI Trade, Apple Slides: Why TSLA, SPCX, RDDT, SMCI, BE, RKLB Are In Focus

U.S. stock futures were higher in early Friday trade as positive Big Tech earnings reignited investor appetite for artificial intelligence (AI) trades.

Nasdaq Futures Tick Higher As Amazon Earnings Lift AI Stocks Despite Apple Selloff: Why TSLA, SPCX, RDDT, SMCI, BE, RKLB Are In Focus

On Stocktwits, retail sentiment for SPY remained 'bearish,' and improved to 'neutral' on QQQ as investors warmed to the latest AI-driven earnings.
