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Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Teslas redesigned Roadster reveal, featuring SpaceX-developed thrusters and airborne maneuvers, is driving attention. Traders are split between praising the engineering spectacle and dismissing it as a gimmick with uncertain production, road legality, and commercial value; some also speculate it signals closer TeslaSpaceX ties.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Rapid sellouts and delivery delays for preorders of Apples foldable iPhone Duo are driving attention, with bulls reading them as strong demand and skeptics arguing limited initial supply may explain the wait times. Traders are also debating Apples resilience as money rotates away from pressured AI and chip stocks, while questioning whether the new device can support its rich valuation.

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

IREN is caught in a selloff across AI neocloud stocks as concerns about CoreWeaves credit stress and rising financing costs raise doubts about the sectors debt-funded data-center expansion. Traders disagree over whether those risks apply equally to IREN, with some emphasizing its balance sheet and customer contracts while others remain bearish; dip-buying and claims of short-driven pressure have accompanied the decline.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is drawing attention after a sharp advance above a long-traded resistance range, with traders also highlighting its AI Passport and EmployeeWorks developments and NVIDIA partnership. The reaction is mostly bullish, though some traders warn the stock could stall or give back gains near resistance.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Lives AthenaOS and AI-platform announcements, alongside partnerships with companies including Palantir and NVIDIA, have fueled bullish attention and a wave of analyst upgrades. Traders see potential for enterprise growth, while others question whether the recent run-up is priced in and warn of a sell-the-news pullback.

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 workforce cuts and replacement of its content chief with Peter Rice are stirring debate ahead of earnings, amid concerns about viewer engagement, content quality, and slowing growth. Some traders view the changes as a path to tighter costs and a content reset, while others see them as signs of business weakness; bullish and bearish views also differ on the stocks recent rebound.

Omeros Corp. operates as a biopharmaceutical company, which engages in the research, discovery, development, and commercialization of small-molecule and protein therapeutics targeting immunologic diseases. It also offers orphan indications targeting inflammation, coagulopathies, and disorders of the central nervous system. The company was founded by Gregory A. Demopulos and Pamela Pierce Palmer on June 16, 1994 and is headquartered in Seattle, WA.

Omeros Corporation

Omeros Corp

European regulators upheld the negative opinion on Omeros Yartemlea application after re-examination, renewing debate over the drugs access and commercial prospects in Europe. Traders expressed frustration and questioned the review process, while others argued the setback was largely expected and pointed to U.S. sales growth as the main focus.

Regencell Bioscience Holdings Ltd. is a early-stage bioscience company that focuses on research, development and commercialization of Traditional Chinese Medicine for the treatment of neurocognitive disorders and degeneration, specifically Attention Deficit Hyperactivity Disorder and Autism Spectrum Disorder. The company was founded by Yat-Gai Au on October 30, 2014 and is headquartered in Hong Kong.

Regencell Bioscience Holdings Ltd

RGCs sharp move is drawing speculative interest as traders bet on a repeat of its past meme-stock spikes, citing its reported concentrated insider ownership, scarce shares to borrow, and high borrowing costs as potential short-squeeze ingredients. Others warn the rally may be a pump-and-dump, and the squeeze thesis remains speculation rather than a confirmed catalyst.

SK hynix, Inc. engages in the design, manufacture, and sale of semiconductor products. Its products include dynamic random access memory, not-AND flash memory, and multi-chip package. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is under pressure amid a broader semiconductor and South Korean market selloff, as traders debate whether memory-market growth is normalizing and whether Chinese competitor CXMT could threaten future pricing and demand. Some see the decline as an overreaction, pointing to continued AI-memory demand and low valuations, while others remain concerned about the durability of AI spending and the memory cycle.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

Concerns about CoreWeaves debt burden and falling bond prices have fueled sharp swings, with traders debating whether financing risks threaten its AI infrastructure expansion or are overstated given demand and contracted business. Nvidia CEO Jensen Huangs supportive comments helped lift sentiment, prompting dip-buying, while skeptics argue the reassurance does not resolve the underlying credit concerns.

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<ul class="summary-bullets"><li>A&nbsp;heavy selloff in semiconductor and artificial intelligence (AI) infrastructure stocks this week raised concerns about the cost of the AI boom, elevated bond yields and inflation.&nbsp;</li><li>Speaking at a Goldman Sachs event, Cleveland Fed President Beth Hammack warned on Thursday that deteriorating inflation expectations could require a more aggressive policy response.&nbsp;</li><li>Tesla shares rose over 4% in early premarket trade after unveiling its redesigned Roadster with a rocket-thruster technology developed with SpaceX.</li></ul>U.S. stock futures were in the green early on Friday as investors parsed the recovery on Wall Street in the previous session after a heavy selloff in semiconductor and artificial intelligence (AI) infrastructure stocks this week raised concerns about the cost of the AI boom, elevated bond yields and inflation.&nbsp;As of 4 a.m. ET, Nasdaq, and S&amp;P 500 futures rose 0.1%, Dow futures gained 0.2%, and Russell 2000 futures rose 0.3%.On Stocktwits, retail sentiment for the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>,&nbsp;which tracks the S&amp;P 500 Index, has stayed ‘neutral,’ moderating from ‘bullish’ earlier in the week, while&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a>, which tracks the Nasdaq-100 Index, has remained&nbsp;‘bullish’ amid pressure in the tech sector.<h2 class="st-heading-2">Inflation, Fed Remain In Focus</h2>After the September consumer inflation at 3.7% year-on-year, the Producer Price Index came in at 6.3% on Thursday. Speaking at a Goldman Sachs event, Cleveland Fed President Beth Hammack warned on Thursday that deteriorating inflation expectations could require a more aggressive policy response.&nbsp;<h2 class="st-heading-2">The Tech Radar</h2>CoreWeave (CRWV) and Nebius (NBIS)&nbsp;remain on the retail radar. Nvidia’s Jensen Huang pushed back against concerns about CoreWeave’s financial stability, and analysts have said the selloff has been “overdone.” Cathie Wood’s ARK Invest continued to buy the dip in CRWV, adding 192,000 shares on Thursday.&nbsp;Micron Technology (MU), SK Hynix (SKHY), Broadcom (AVGO), and Qualcomm (QCOM)&nbsp;continued to reel in the red.&nbsp;Nvidia (NVDA) bucked the sector, with 0.5% gains in early premarket.&nbsp;Taiwan Semiconductor Manufacturing Co (TSM):&nbsp;Reports suggest that Taiwan is looking to tighten its AI chip export controls to China to align with U.S. restrictions. This comes amid TSMC's talks surrounding a potential ‘Terafab’ deal with Elon Musk.Apple (AAPL) is also on the retail radar as it opens pre-orders for its foldable iPhone on Friday.&nbsp;<h2 class="st-heading-2">Trending Stocks</h2>Tesla (TSLA)&nbsp;shares rose over 4% in early premarket trading after unveiling its redesigned Roadster, featuring rocket-thruster technology developed with SpaceX (SPCX). Production is expected to begin in 2028. Investors are also tracking executive departure from Tesla’s energy division.&nbsp;Rocket Labs (RKLB)&nbsp;shares rebounded in early premarket trade after it delayed its Neutron rocket launch to 2027. Goldman Sachs has cut its price target to $67 from $75 and maintained its ‘Neutral’ rating. Meanwhile, Cathie Wood’s ARK Investment bought the dip on Thursday, adding 168,000 shares across three funds.&nbsp;Hims &amp; Hers Health (HIMS):&nbsp;Reports that the Trump administration is reviewing a proposal involving certain peptides sparked market buzz about a potential opportunity for the company.&nbsp;Strive (ASST):&nbsp;Shares were under mild pressure in early premarket trade after announcing the pricing of its upsized offering for its SATS preferred stock at a discount.&nbsp;Strategy (MSTR):&nbsp;Reports suggest that MSCI plans to remove Strategy from its indexes.&nbsp;AMC Entertainment (AMC)&nbsp;CEO Adam Aron has publicly opposed Robinhood (HOOD) stock tokenization initiative ahead of upcoming Q3 earnings.&nbsp;Coca-Cola (KO):&nbsp;KFC’s decision to switch its U.S. beverage partnership from&nbsp;PepsiCo (PEP)&nbsp;to Coca-Cola has brought this stock on the retail radar.&nbsp;Other tickers trending on&nbsp;Stocktwits&nbsp;at the time of writing included Wynn Resorts (WYNN), Applovin (APP), ServiceNow (NOW), and D-Wave Quantum (QBTS).&nbsp;<h2 class="st-heading-2">What Else To Watch On Friday</h2>On the earnings front, Regions Financial Corp. (RF), Truist Financial Corporation (TFC), Travelers Companies Inc. (TRV), Hingham Institution for Savings (HIFS), Bancfirst Corp. (BANF), and Ames National Corp. (ATLO) are among those reporting today.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com

Nasdaq logo sign is seen in New York City, United States, on August 7, 2026. (Photo by Marcin Golba/NurPhoto via Getty Images)

Why Are Nasdaq Futures Edging Higher Premarket? TSLA, CRWV, TSM, NVDA, RKLB, ASST, PEP Stocks In Focus

U.S. stock futures were in the green early on Friday as investors parsed the recovery on Wall Street in the previous session after a heavy selloff in semiconductor and artificial intelligence (AI) infrastructure stocks.

Equity

On Stocktwits, retail sentiment toward SPY has moderated to ‘neutral,’ but remained ‘bullish’ on QQQ. 


Rocket Lab USA Inc

<ul class="summary-bullets"><li>Global semiconductor stock selloff has hit risk appetite. South Korea’s Kospi slipped over 7% on Thursday, with SK Hynix and Samsung among the hardest-hit stocks.</li><li>TSM, the world’s largest contract chipmaker, reported strong Q3 earnings and raised its 2026 guidance.</li><li>Investors will be watching for the release of September Producer Price Index (PPI), retail sales and weekly jobless claims data. Fed Chair Kevin Warsh is scheduled to speak at the IMF meeting later today.</li></ul>U.S. stock futures were mixed early on Thursday as a broad selloff in global tech stocks and a hotter-than-expected CPI inflation print weighed on investor sentiment. Concerns over artificial intelligence (AI) infrastructure spending, combined with rising bond yields and Fed rate hike fears, have kept the market cautious.Asian markets took a knock, with South Korea’s KOSPI plunging over 7% and triggering a trading halt, led by a crack in heavyweights Samsung and SK Hynix.&nbsp;As of 4 a.m. ET, Nasdaq futures fell 1%, S&amp;P 500 futures were down 0.3%, while Dow and Russell 2000 futures gained 0.4%.On Stocktwits, retail sentiment for the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>,&nbsp;which tracks the S&amp;P 500 Index, has moderated to ‘neutral’ from ‘bullish’ a day ago, while&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a>, which tracks the Nasdaq-100 Index, has remained&nbsp;‘bullish’ despite the selloff in semiconductor stocks.&nbsp;<h2 class="st-heading-2">Rate Hike Fears Re-Emerge</h2>On Wednesday, the inflation print showed September CPI rising 0.6% month-on-month and 3.7% year-on-year, coming in above street estimates. With 10-year Treasury yields hovering around 5%, CME Fedwatch now puts expectations for a Fed rate hike at the upcoming October meeting at 27%.&nbsp;Investors will be watching for the release of September Producer Price Index (PPI), retail sales, and weekly jobless claims data today. More importantly, Fed Chair Kevin Warsh is scheduled to speak at the IMF meeting later today. His commentary could offer clues on how policymakers are assessing the current macroeconomic situation.&nbsp;Noted investor Michael Burry has&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/michael-burry-warns-wall-street-pain-trade-mag-7-red-october-call/cZxWFGQRBAf">warned</a> of long-lasting market pain, as falling Treasury yields do not guarantee an equity rally. He added that semiconductors have already seen a selloff along with yields, and now a similar move across the Mag 7 stocks could add conviction to his ‘Red October’ call.&nbsp;<h2 class="st-heading-2">The Tech Radar</h2>A new Gartner report has raised warnings, saying that over $3.5 trillion in AI infra spending faces write-down risks by 2030, and that over 80% of neocloud providers could lose their independent operations. This sparked a rout across AI cloud stocks on Wednesday.&nbsp;CoreWeave (CRWV) and Nebius (NBIS) continue to see sharp dips along with other neocloud peers, even as CoreWeave CEO reaffirmed confidence in the company’s $99B backlog. Additionally, Cathie Wood’s ARK Investment bought 189K shares on Wednesday. And Dan Ives stated that the fears around Coreweave’s selloff were “way overdone.”&nbsp; Taiwan Semiconductor Manufacturing Co (TSM): Shares fell over 2% in early premarket trade despite&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tsm-stock-still-caught-in-ai-chip-rout-despite-record-q3-profit-and-bright-outlook-retail-stays-bullish/cZxWnqCRBAO">raising</a> its 2026 revenue guidance and posting a record Q3 profit.&nbsp;Micron Technology (MU): Shares reel under pressure in early premarket trading amid global memory weakness. Separately, reports suggest the Taiwan President has urged management and unions to resolve bonus disputes to avoid a strike at Micron’s Taiwan HBM packaging hub.&nbsp;SK Hynix (SKHY): Shares have slipped for the eighth session amid reports that the company is seeking U.S. approval to export American chipmaking equipment to Chinese facilities as a precondition for building a factory in the U.S.Nvidia (NVDA), Broadcom (AVGO), and Qualcomm (QCOM) are also in the red, tracking broad-based weakness across the sector and amid reports that ByteDance is in advanced talks with MediaTek about custom AI data center chips.The iShares Semiconductor ETF (SOXX) and the VanEck Semiconductor ETF (SMH) fell over 2%.<h2 class="st-heading-2">Trending Stocks</h2>Tesla (TSLA): Shares fell nearly 2% in early premarket trade ahead of its Roadster event, which CEO Elon Musk has promised will be the ‘greatest product demo of all time’. Retail is also tracking a Barclays note that suggested a potential Tesla-SpaceX merger announcement is likely before Tesla’s annual meeting that takes place in early December.&nbsp;SpaceX (SPCX): Elon Musk claims that the company’s valuation could top $100 trillion within 10 years.&nbsp;AST SpaceMobile (ASTS): Shares fell 4% in early premarket trade, tracking broader sector weakness. Meanwhile, analysts have highlighted timeline risks suggesting that the company’s 60-satellite milestone could slip to 2028.&nbsp;Rocket Labs (RKLB) shares fell 10% in early premarket trade, and retail sentiment on Stocktwits fell to an all-time low after the company announced a delay of its reusable Neutron rocket launch to 2027.&nbsp;ImmunityBio (IBRX) shares rose 2% in early premarket trade after the FDA expanded approval of its immunotherapy drug, Anktiva, for papillary non-muscle invasive bladder cancer. Jefferies raised the firm’s price target to $14 from $12 and maintained a Buy call, noting that the approval came about three months ahead of the January 2027 PDUFA deadline.Vanda Pharmaceuticals (VNDA) shares fell 5% in early premarket trade after announcing that its phase 3 trial of VQW-765 for acute social anxiety failed to meet its primary endpoint, putting the clinical program on hold.&nbsp;Skydance (SKYD) remains on the retail radar after clarifying an NYSE reference price adjustment to its Class B warrants, reducing the overall common valuation to $45.6 billion.Netflix (NFLX) shares held steady in early premarket, even as retail sentiment on Stocktwits&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nflx-stock-dips-overnight-retail-turns-bearish-ahead-of-earnings-as-netflix-reels-under-growth-pressure/cZxWltGRBAc">dipped</a> into ‘bearish’ territory ahead of its earnings report next week.&nbsp;Other tickers trending on Stocktwits at the time of writing included Iren Limited (IREN), Lockheed Martin (LMT), and Shopify (SHOP).<h2 class="st-heading-2">What Else To Watch On Thursday</h2>On the earnings front, Charles Schwab Corp. (SCHW), U.S. Bancorp. (USB), PNC Financial Services Group Inc. (PNC), Prologis Inc. (PLD), Bank of New York Mellon Corp. (BNY), Alcoa Corp. (AA), and NextTrip Inc. (NTRP) are among those reporting today.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]comOn the earnings front, Charles Schwab Corp. (SCHW), U.S. Bancorp. (USB), PNC Financial Services Group Inc. (PNC), Prologis Inc. (PLD), Bank of New York Mellon Corp. (BNY), Alcoa Corp. (AA), and NextTrip Inc. (NTRP) are among those reporting today.&nbsp;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 Futures Sinking Premarket? CRWV, MU, TSM, SKHY, IBRX, RKLB, TSLA Stocks In Focus

U.S. stock futures were mixed early on Thursday as a broad selloff in global tech stocks and a hotter-than-expected CPI inflation print weighed on investor sentiment. Concerns over artificial intelligence (AI) infrastructure spending, combined with rising

On Stocktwits, retail sentiment toward SPY has moderated to ‘neutral,’ but remained ‘bullish’ on QQQ despite the global tech rout. 


ImmunityBio Inc

Micron Technology Inc

Taiwan Semiconductor Manufacturing - ADR

<ul class="summary-bullets"><li>Investors watch for the September CPI inflation report, the Fed’s Beige Book, and quarterly earnings reports from Bank of America, Morgan Stanley, and BlackRock.</li><li>ASML raised its full-year sales outlook for the third time, though Q3 sales missed street expectations.&nbsp;</li><li>Tesla CEO teased a livestream demonstration for its much-delayed electric sports car, the Roadster.&nbsp;</li></ul>U.S. stock futures were in the green early Wednesday as investors geared up for September CPI inflation data and the Federal Reserve’s Beige Book release. In Big Bank earnings, Bank of America, Morgan Stanley and BlackRock report later in the day.As of 4:00 a.m. ET, Nasdaq futures were flat, while S&amp;P 500 futures were up 0.1% and Dow and Russell 2000 futures gained 0.3%.On Stocktwits, retail sentiment for the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>,&nbsp;which tracks the S&amp;P 500 Index, and&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a>, which tracks the Nasdaq-100 Index, remained&nbsp;‘bullish’.Traders will tune in&nbsp;throughout the day for speeches from Fed Governor Michelle Bowman, Richmond Fed President Thomas Barkin, and Chicago Fed President Austan Goolsbee. On Tuesday, Boston Fed President Susan Collins said the central bank is not rethinking its 2% inflation target, keeping economic uncertainty and the rising national debt in mind.&nbsp;Meanwhile, JPMorgan CEO Jamie Dimon also warned on Tuesday that financial pressure across the country could intensify if interest rates rise another percentage point.<h2 class="st-heading-2">The Tech Radar</h2>ASML Holding (ASML)&nbsp;U.S.-listed shares rose over 1% after the semiconductor equipment maker&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/asml-raises-sales-forecast-for-a-third-time-but-q3-sales-miss-sends-stock-lower-earnings-selloff-spreads-to-mu-sndk-intc/cZxfWHbRBp9">hiked</a> its full-year sales guidance for the third time. However, its Q3 sales miss could be weighing on investor sentiment, with the selloff spilling over to U.S. chip stocks such as MU, SNDK, WDC. ASML CEO also said that chipmakers had begun enquiring about equipment orders for 2029 and 2030.&nbsp;Micron Technology (MU):&nbsp;Shares were down marginally in early premarket trade despite Tesla CEO Elon Musk&nbsp;praising the company for offering “reasonable” memory pricing compared to industry peers.&nbsp;SK Hynix (SKHY)&nbsp;has reportedly delayed some HBM4 back-end equipment orders until next year. Separately, SK Group Chairman Chey Tae-won agreed to sell a 1.34% stake in the South Korean conglomerate’s holding company to an investment fund affiliated with Dell Technologies (DELL) founder Michael Dell for $406 million, according to a news report.&nbsp;Taiwan Semiconductor Manufacturing Co (TSM)&nbsp;is on the retail radar ahead of its Thursday earnings report.&nbsp;Nvidia (NVDA):&nbsp;CEO Jensen Huang announced on Tuesday that the company will be pumping in another $2 billion in European investments next week.&nbsp;ServiceNow (NOW)&nbsp;has denied reports that it was looking to acquire AI customer-service startup Decagon. Jefferies reiterated its Buy rating but noted investors are growing concerned about its M&amp;A spree after spending more than $11 billion on recent acquisitions.&nbsp;Microsoft (MSFT):&nbsp;A report that Azure leadership asked teams to identify 20% cost reductions was disputed by a Microsoft spokesperson, who said no such instructions were given to develop cost-reduction strategies.Iren (IREN)&nbsp;is expanding its AI cloud footprint in Australia with a proposed 900 MW Redbank data center in New South Wales.&nbsp;<h2 class="st-heading-2">Trending Stocks</h2>Tesla (TSLA): Elon Musk&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tsla-stock-tesla-roadster-event-back-musk-teases-timing-is-everything/cZxfhlNRBpQ">teased</a> a livestream demonstration event for its long-delayed electric sports car, the Roadster.&nbsp;SpaceX (SPCX): Shares rose 0.4% in early premarket trading after seeking a Federal Aviation Administration (FAA) authorization for up to 456 Starlink launches annually from its Texas site.&nbsp;AST SpaceMobile (ASTS):&nbsp;Shares rose over 1% in early premarket trade after hitting a 52-week low. The company has urged the FAA to consider support for additional satellite-service spectrum allocations, even as Vodafone executives questioned whether SpaceX could replicate its U.S. wireless strategy in Europe.&nbsp;Rocket Labs (RKLB)&nbsp;shares were subdued in early premarket trading on reports that the U.S. military is planning up to 12 hypersonic flight tests this year.&nbsp;BlackRock (BLK)&nbsp;is on investors' radar ahead of its pre-bell earnings report.&nbsp;Bank of America (BAC)&nbsp;is the other one on retail radar as it heads into its Q3 earnings report today with a $1.2 billion Treasury penalty&nbsp;tied to anti-money laundering and compliance issues.&nbsp;Strive (ASST)&nbsp;shares rose nearly 1% in early premarket trading after&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/asst-stock-rises-overnight-strive-launches-ipo-of-15-sats-preferred-stock-to-fund-bitcoin-purchases/cZxf4MGRBYM">announcing</a> a proposed IPO of 5 million SATS preferred shares, with a proposed 15% annual dividend. The company intends to use the proceeds for Bitcoin purchases.&nbsp;Bloom Energy (BE): Oracle reaffirmed the company’s power role in Project Jupiter AI data center. Roth Capital has also raised its target price to $260 ahead of earnings.&nbsp;Liquidia Corp (LQDA)&nbsp;shares soared 45% in early premarket trading after reaching a global settlement with United Therapeutics (UTHR) to secure uninterrupted commercialization of its PAH therapy, Yutrepia.&nbsp;Gamestop (GME)&nbsp;shares rose nearly 2% in early premarket trading after insider-buying disclosures showed CEO Ryan Cohen bought 844,000 shares in open-market transactions.&nbsp;Netflix (NFLX)&nbsp;faces a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nflx-stock-dips-overnight-netflix-faces-analyst-downgrade-as-margin-concerns-persist-ahead-of-earnings/cZxfhGuRBpa">downgrade</a> from two Wall Street analysts on margin concerns ahead of its October 20 earnings report. Separately, it has acquired the exclusive broadcast rights for the 2030 FIFA Men’s World Cup in Spain and Andorra.&nbsp;Other tickers trending on&nbsp;Stocktwits&nbsp;at the time of writing included Skydance Corp (SKYD), Intuitive Machines (LUNR), Take-Two Interactive (TTWO) and Candel Therapeutics (CADL).<h2 class="st-heading-2">What Else To Watch On Wednesday</h2>On the economic front,&nbsp;all eyes will be on today's September CPI data and the Fed’s Beige Book for clues on the central bank’s rate trajectory ahead of the October meeting. This will be followed by September Producer Price Index (PPI)data that releases on Thursday.On the earnings front, beyond banks, watch out for CLPS Inc (CLPS), Aduro Clean Technologies Inc (ADUR), Home Bancshares Inc (HOMB), Winmark Corporation (WINA), Enerpac Tool Group Corp - Ordinary Shares - Class A (EPAC), and Equity Bancshares Inc - Ordinary Shares - Class A (EQBK), among others.&nbsp;&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com

Dow Futures Rise, Nasdaq Subdued Premarket Ahead Of Inflation Data: ASML, MU, SKHY, TSLA, BAC, LQDA, GME, IREN Stocks In Focus

U.S. stock futures were in the green early Wednesday as investors geared up for September CPI inflation data and the Federal Reserve’s Beige Book release. In Big Bank earnings, Bank of America, Morgan Stanley and BlackRock report later in the day.

On Stocktwits, retail sentiment toward SPY and QQQ has remained ‘bullish’ ahead of the CPI print. 


ASML Holding NV

Liquidia Corp

<ul class="summary-bullets"><li>Chip and semiconductor stocks extend the decline after industry leaders’ warning on AI spending sparks rout in South Korea’s KOSPI.&nbsp;</li><li>All eyes on big bank earnings today as JPM, GS, C, WFC gear up to report before the bell today.&nbsp;</li><li>Michael Burry has flagged that the market could be setting up for a “bull trap” and added that he is holding back from adding any fresh bearish positions at current levels.&nbsp;</li></ul>U.S. stock futures were mixed early Tuesday as Wall Street financial institutions officially kick off the third-quarter earnings season and traders digested turbulence in artificial intelligence (AI) and semiconductor stocks.&nbsp;JPMorgan Chase (JPM), Goldman Sachs (GS), Citigroup (C), and Wells Fargo (WFC), along with UnitedHealth and J&amp;J,&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/big-banks-kick-off-q3-earnings-with-s-and-p-500-near-records-strategists-flag-what-could-move-markets/cZxBGJwRB8M">report</a> before the bell today.As of 4:00 a.m. ET, Nasdaq futures fell 0.6%, S&amp;P 500 futures were down 0.1%, while Dow futures rose 0.6% and Russell 2000 futures gained 0.5%.On Stocktwits, retail sentiment for the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>,&nbsp;which tracks the S&amp;P 500 Index, and&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a>, which tracks the Nasdaq-100 Index, remained&nbsp;‘bullish’.Noted investor Michael Burry&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/michael-burry-bull-trap-risk-holds-back-new-shorts-trump-fannie-freddie-call/cZxBdKIRBob">flagged</a> that the market could be setting up for a “bull trap” and added that he is holding back from adding any fresh bearish positions at current levels.&nbsp;<h2 class="st-heading-2">The Tech Radar</h2>Memory (MU, TSM, SKHY)&nbsp;and&nbsp;semiconductor stocks (NVDA, INTC, SNDK, AMD)&nbsp;extended the selloff in early premarket trading after capital-expenditure warnings from industry leaders and emerging competition from China’s CXMT.Broadcom (AVGO)&nbsp;CEO Hock Tan&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/broadcom-s-ai-durability-warning-triggers-sharp-drop-in-sk-hynix-samsung-in-korea-nvidia-s-china-ai-chip-share-falls-as-huawei-closes-in/cZxBJkuRBoJ">cautioned</a> that access to capital could become a bigger bottleneck for AI infrastructure compared to chip or power availability. Intel CEO Lip Bu-Tan also raised questions recently about borrowing costs and the return on AI investments.In Korea, Samsung and SK Hynix dragged the KOSPI down over 6% on Tuesday. The Direxion Daily South Korea Bull 3X Shares (KORU ETF) cracked over 10% in early U.S. premarket trade.Nvidia (NVDA): Reports citing IDC data show Nvidia’s share of China’s data-center AI chip market fell to 34% in the first half of 2026 as Huawei gained ground.&nbsp;Navitas Semiconductor (NVTS) shares rose over 1% in early premarket trade after the company unveiled a 24kW power delivery board developed with Nvidia to target improved efficiency in AI racks.&nbsp;Optical networking stocks (COHR, LITE, AAOI)&nbsp;continued to fall in early premarket trade amid concerns over AI funding. However, retail traders on Stocktwits remained bullish and saw the dip as a buying opportunity.Meta Platforms (META):&nbsp;Its Muse AI retention data and traction drew a “monster long” call from Jim Cramer, while Dan Ives continued to make a bullish case, citing its competitive AI edge.&nbsp;Apple (AAPL) remains on the retail radar after a Bank of America note flagged shorter wait times for iPhone 18 Pro delivery than last year. Investors are also watching iPhone Duo pre-orders, scheduled to open on Friday.Cerebras (CBRS)&nbsp;shares continued to decline in early premarket trading, hitting a new 52-week low amid concerns about its relationship with OpenAI and an upcoming lockup expiring Wednesday.&nbsp;<h2 class="st-heading-2">Trending Stocks</h2>SpaceX (SPCX)&nbsp;launched 27 Starlink broadband satellites late on Monday, its first such mission in over three weeks.&nbsp;AST SpaceMobile (ASTS)&nbsp;remains on the retail radar even as an analyst flagged competitive risks from Starlink’s spectrum ambitions. They said SpaceX could build a “massive” midband spectrum by combining Ligand, Viasat-related spectrum access, and licenses from a proposed FCC auction.Telecom stocks (TMUS, VZ):&nbsp;Analysts have said that fears from SpaceX’s $8 billion spectrum deal to T-Mobile are ‘overblown’. Morningstar added that while the Starlink deal does raise uncertainty for wireless carriers, it is unlikely to threaten their operations.&nbsp;Tesla (TSLA)&nbsp;will be showcasing its Cybercab robotaxi at the Paris Motor Show this week, along with an Optimus robot and free FSD test drives.UnitedHealth Group (UNH) is trending on Stocktwits ahead of earnings today, with&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/unh-stock-earnings-analyst-short-premium-cut-january-call-cost/cZxBInFRBoc">options market</a> pricing in a 6.5% elevated move and analysts flagging high implied volatility.&nbsp;Six Flags Entertainment (FUN)&nbsp;shares fell 13% in early premarket trade following news of a guest fatality on the Goliath roller coaster at Six Flags in Georgia.&nbsp;Visa (V)&nbsp;shares rose over 1% in early premarket trading after China gave it the green light to begin preparing for a domestic bank-card clearing business, after years of regulatory hurdles.Other tickers trending on&nbsp;Stocktwits&nbsp;at the time of writing included Netflix (NFLX), Nuscale Power (SMR), Palantir (PLTR), and First Solar (FSLR).<h2 class="st-heading-2">What Else To Watch On Tuesday</h2>On the economic front, traders will tune in&nbsp;throughout the day for speeches from Fed Governor Christopher Waller, Richmond Fed President Thomas Barkin, and Boston Fed President Susan Collins. Meanwhile, on Monday, Cleveland Fed President Beth Hammack said that additional tightening may be required to return inflation to the Fed’s 2% target.This comes ahead of key inflation data (September CPI on Wednesday and PPI on Thursday) and Fed Chair Kevin Warsh’s speech later in the week. Existing home sales data will be released at 10:00 am ET today.&nbsp;On the earnings front, watch out for JPMorgan Chase (JPM), UnitedHealth (UNH), Wells Fargo (WFC), Citigroup (C), Domino’s Pizza (DPZ), and Johnson &amp; Johnson (JNJ), among others, reporting today.For updates and corrections, email newsroom[at]stocktwits[dot]com

Nasdaq Futures Sink, Dow Rises Premarket As AI Chip Stocks Wobble Ahead Of Big Bank Earnings: MU, SNDK, NVTS, NVDA, SPCX, ASTS, UNH, V Stocks In Focus

U.S. stock futures were mixed early Tuesday as Wall Street financial institutions officially kick off the third-quarter earnings season and traders digested turbulence in artificial intelligence (AI) and semiconductor stocks. 

Why Are Nasdaq Futures Falling Premarket? MU, SNDK, NVTS, NVDA, SPCX, ASTS, UNH, FUN, V Stocks In Focus

On Stocktwits, retail sentiment toward SPY and QQQ has remained ‘bullish’.


AST SpaceMobile Inc

Navitas Semiconductor Corp

Sandisk Corp

SpaceX

<ul class="summary-bullets"><li>The third-quarter earnings season begins this week, with JPMorgan Chase, Goldman Sachs, Citigroup, and Wells Fargo among the major banks reporting Tuesday, while ASML and TSMC put the AI trade to the test.</li><li>Oil prices eased after President Donald Trump announced a Russia-Ukraine energy ceasefire, though crude remained above $100 a barrel amid ongoing Middle East tensions.</li><li>Traders will also watch September CPI and PPI data, along with retail sales and Federal Reserve commentary this week, for clues on the rate trajectory.</li></ul>U.S. stock futures were higher early Monday as investors geared up for the official start of the third-quarter earnings season,&nbsp;with major U.S. banks reporting and tech reports from ASML and TSMC this week.As of 4:00 a.m. ET, Nasdaq, S&amp;P 500, Dow and Russell 2000 futures gained 0.2%. The modest gains followed a strong week on Wall Street, with the S&amp;P 500 and Nasdaq hitting record highs.On Stocktwits, retail sentiment for the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>,&nbsp;which tracks the S&amp;P 500 Index, and&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a>, which tracks the Nasdaq-100 Index, has moved&nbsp;to ‘bullish’&nbsp;from&nbsp;‘extremely bullish’ last week.Oil prices dipped after President Donald Trump declared an immediate “energy ceasefire” between Russia and Ukraine, though crude remained above $100 a barrel amid escalating Middle East tensions following a Houthi strike on Riyadh’s airport over the weekend.&nbsp;U.S. Treasury markets are closed on Monday for Columbus Day, even as U.S. stock markets remain open.<h2 class="st-heading-2">The Week Ahead</h2>The Q3 reporting period begins this week with major financial institutions including JPMorgan Chase (JPM), Goldman Sachs (GS), Citigroup (C) and Wells Fargo (WFC) reporting on Tuesday, followed by Bank of America (BAC), Morgan Stanley (MS) and other major financial companies on Wednesday.Meanwhile, September’s Consumer Price Index is due on Wednesday, followed by Producer Price Index data and retail sales on&nbsp; Thursday. Fed Chair Kevin Warsh is scheduled to speak on Thursday at the 2026 Annual Meetings of the Boards of Governors of the International Monetary Fund (IMF) and World Bank Group.&nbsp;<h2 class="st-heading-2">The Tech Radar</h2>Micron&nbsp;Technology (MU), Taiwan&nbsp;Semiconductor Manufacturing Co (TSM):&nbsp;Shares dipped 1% in early premarket trade as China’s ChangXin Memory Technologies (CXMT) reportedly advanced work on next-generation DRAM technology. TSM will also report earnings later this week, with investors watching for commentary on AI demand.&nbsp;Separately, Elon Musk’s plans for Terafab, a proposed chipmaking initiative tied to&nbsp;Tesla (TSLA) and SpaceX (SPCX), have brought the semiconductor supply chain back into focus. Reports indicate TSMC is considering a role in the Texas project, and Intel is also advancing its involvement. Over the weekend, Musk unveiled plans for Terafab, aiming to iterate rapidly on 10 internal chip designs per year.Apple (AAPL) is on the watchlist ahead of developments around its smart-home strategy.Iren (IREN): Shares rose 5% in early premarket trade following reports that Anthropic signed a multiyear data center cloud deal with the company.Amazon (AMZN): Shares inch higher in early premarket trading after reports indicate the company is in talks to acquire AI startup Decart for around $7 billion to enhance its use of custom Trainium chips.Palantir Technologies (PLTR): Hovering near record highs as retail bulls embrace recent Wall Street upgrades despite its CTO&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/pltr-stock-at-record-high-cto-slams-report-of-maven-role-in-iran-school-strike-retail-bulls-embrace-wall-street-upgrades/cZxIGfhRBFj">dismissing reports</a> regarding software usage in foreign strikes.<h2 class="st-heading-2">Trending Stocks</h2>AST SpaceMobile (ASTS):&nbsp;Shares trending higher in early premarket following news that its BlueBird 14–16 satellites arrived at Cape Canaveral for launch, alongside FCC clearance for 900-MHz testing.Rocket Lab (RKLB):&nbsp;NASA’s chief has reportedly&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rklb-stock-nasa-chief-moon-race-china-months-not-years-neutron-opportunity-grows/cZxITlQRBFF">warned</a> that the lunar race with China is very ‘close’, with analysts highlighting expanding commercial opportunities for its Neutron rocket.Chinese Electric Vehicle Makers (NIO, BYD, XPEV):&nbsp;Watching EU regulatory updates as reports suggest a 350,000-vehicle annual cap on Chinese hybrid imports starting December 1. XPEV is also on the retail radar after executives said its advanced driver-assistance software can adapt to European roads with minimal additional AI training data.Sellas Life Sciences (SLS): Shares rose in early premarket trade after retail traders speculated that a massive booth reserved for the upcoming ASH conference points toward potential M&amp;A or partnership talks.Fannie Mae (FNMA), Freddie Mac (FMCC): In his latest&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-michael-burry-is-swapping-fannie-mae-freddie-mac-common-stock-for-preferred-shares/cZx4CHtRBF1">Substack&nbsp;</a>note, Michael Burry revealed that he has swapped common shares for preferred stock to manage dilution risks.SoFi Technologies (SOFI):&nbsp;Shares remained in focus after Keefe, Bruyette &amp; Woods lowered its price target to $15 from $16 and maintained an Underperform rating.WF Holding (WFF): Pulling back after a massive speculative rally of over 450% on Friday.Other tickers trending on&nbsp;Stocktwits&nbsp;at the time of writing included Boost Run (BRUN), Rivian (RIVN), Starbucks (SBUX), and Chipotle (CMG).<h2 class="st-heading-2">What Else To Watch On Monday</h2>On the economic front, traders will tune in for Cleveland Fed President Beth Hammack’s speech today at 12:10 pm ET,&nbsp;ahead of key inflation data (September CPI on Wednesday and PPI on Thursday) and Fed Chair Kevin Warsh’s speech later in the week.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com

Why Are Nasdaq Futures Rising Premarket? MU, IREN, SLS, NIO, ASTS, WFF Stocks In Focus

U.S. stock futures were higher early Monday as investors geared up for the official start of the third-quarter earnings season, with major U.S. banks reporting and tech reports from ASML and TSMC this week.

On Stocktwits, retail sentiment toward SPY and QQQ has moderated to ‘bullish’.


Defiance Daily Target 2X Long IREN ETF

NIO Inc

SELLAS Life Sciences Group Inc

WF Holding Limited Ordinary Shares

<ul class="summary-bullets"><li>Investors weighed fresh concerns about OpenAI’s revenue trajectory against continued demand for AI infrastructure.</li><li>SpaceX’s agreement to acquire low-band spectrum licenses puts Starlink’s wireless ambitions in focus, while telecom stocks continued the selloff in premarket trade.&nbsp;</li><li>Hawkish remarks from Fed Governor Christopher Waller and St. Louis Fed President Alberto Musalem support expectations that the central bank could tighten further, though expectations from the October meeting remain subdued.&nbsp;</li></ul>U.S. stock futures were higher early Friday&nbsp;even as concerns about OpenAI’s revenue figures triggered fresh questions about the sustainability of the artificial intelligence investment boom. Investors are also digesting SpaceX’s push into wireless communications, a hawkish Federal Reserve outlook, and the start of third-quarter earnings season next week.&nbsp;As of 4:00 a.m. ET, Nasdaq futures rose 0.8%, S&amp;P 500 and Russell 2000 futures gained 0.3%, while Dow futures were up 0.1%.However, on Stocktwits, retail sentiment for the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>,&nbsp;which tracks the S&amp;P 500 Index, and&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a>, which tracks the Nasdaq-100 Index, has remained ‘extremely bullish.’<h2 class="st-heading-2">Fed Hawkishness Returns</h2>On Thursday, Fed Governor Christopher Waller signaled that two additional rate hikes could be appropriate if economic data continues on its current trajectory. Goldman Sachs chief economist Jan Hatzius&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/two-more-fed-rate-hikes-likely-after-governor-waller-s-hawkish-remarks-goldman-sachs/cZD6eKGRBVe">noted</a> this shift reduces the likelihood of a Fed pause in December, though the firm maintains its base-case forecast for one 25 bps rate hike. Goldman added that Waller's message also aligned with comments last week from President Williams and Vice Chair Jefferson, who pointed toward skipping a hike in October.St. Louis Fed President Alberto Musalem struck a similarly hawkish tone, saying additional tightening may be needed to bring inflation back to the Fed’s 2% target within a timely horizon. He suggested that if the horizon is around 18 months, another rate increase could be appropriate over the next six to nine months.&nbsp;According to CME Fedwatch, traders are pricing in only a 19% chance of a Fed rate hike at the October policy meeting, with 81% expecting rates to stay the same.&nbsp;Meanwhile, crude oil prices fell after President Donald Trump said the U.S. would not attack Iran ahead of November's midterm elections, according to Bloomberg. However, other news reports also suggest U.S. military officials were instructed to prepare for a potential resumption of major combat operations.&nbsp;<h2 class="st-heading-2">The Tech Radar: AI Spending, Chips And Cloud&nbsp;</h2>AI stocks are attempting to stabilize after a sharp selloff triggered by questions surrounding OpenAI’s revenue trajectory. According to reports, OpenAI told investors its annualized revenue was approaching $50 billion at the end of September, which was below the roughly $70 billion estimate widely reported last month.Semiconductor stocks, including&nbsp;Nvidia (NVDA), Micron&nbsp;Technology (MU), and Taiwan&nbsp;Semiconductor Manufacturing Co (TSM), which took a hit in the previous session, were up more than 1% in early premarket trading.Apple (AAPL):&nbsp;Shares fell more than 1.5% in early premarket trading after Nikkei&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/is-i-phone-18-pro-demand-slowing-apple-reportedly-cuts-october-component-orders-stock-slips-premarket/cZD6S7ZRBVr">reported</a> that Apple asked suppliers to cut component orders for the iPhone 18 Pro and Pro Max by 15–20% because initial demand was soft and price points were higher.Lumentum (LITE), Coherent (COHR), Applied Optoelectronics (AAOI) and POET Technologies (POET)&nbsp;stocks rose between 3%-5% in early premarket trade after&nbsp; Lumentum CEO Michael Hurlston reportedly said the company’s optoelectronic components were effectively sold out through early 2029.Bitdeer Technologies (BTDR): Shares rose over 2% in early premarket trading after the company announced a long-term data-center services agreement in Malaysia and said its active AI cloud pipeline exceeded $10 billion.<h2 class="st-heading-2">Space, Telecom And Defense Stocks&nbsp;</h2>SpaceX (SPCX)&nbsp;shares rose over 3% in early premarket trade after agreeing to acquire a nationwide portfolio of low-band spectrum licenses in the 800 MHz band from Grain Management. The Federal Communications Commission also approved SpaceX's application for a next-generation constellation of 15,000 satellites. Separately, Barclays initiated coverage of SpaceX with an Overweight rating and $254 price target.&nbsp;The prospect of a new competitor prompted a sharp overnight reaction in traditional telecom stocks.&nbsp;AT&amp;T (T), Verizon (VZ), and T-Mobile US (TMUS) shares continued their selloff, falling 6% in early premarket trade.AST SpaceMobile (ASTS)&nbsp;shares remained under pressure after SpaceX's spectrum deal, with analysts noting Ligado and Viasat could be next in spectrum positioning.Rocket Lab (RKLB):&nbsp;Shares rose over 2% in early premarket trade as Barclays initiated coverage with an Overweight rating and an $85 price target. Cathie Wood's ARK Invest has also drawn attention to the company's Neutron rocket, with&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rklb-cathie-wood-ark-neutron-close-falcon-9-firms-dire-need-launches/cZD6gN8RBV1">analysts</a> highlighting the shortage of launch capacity and the potential market opportunity if Rocket Lab executes successfully.&nbsp;Archer Aviation (ACHR): Shares rose over 2% in early premarket trade as Barclays upgraded Archer to Overweight from Equal Weight and raised its price target to $8 from $4.50. Separately, ARK Invest also purchased approximately 149,000 shares on Thursday.Raytheon Technologies (RTX): The defense contractor is in focus after receiving a reported $6.3 billion multiyear contract for SM-3 Block IB missile interceptors.&nbsp;<h2 class="st-heading-2">Trending Stocks</h2>Tesla (TSLA)&nbsp;drew attention after the Texas DMV reportedly recorded 150 additional Cybercab registrations, taking the cumulative total to 319.&nbsp;Chipotle Mexican Grill (CMG):&nbsp;Shares are heading toward a second consecutive weekly gain amid speculation that Starbucks may have explored a takeover.PepsiCo (PEP): Goldman Sachs lowered its price target to $165 from $180 but maintained a Buy rating after the company delivered better-than-expected organic sales growth.&nbsp;Nio Inc (NIO): The Chinese electric vehicle maker is looking to extend its three-day rally as reports emerged of discussions involving Xiaomi and Nio’s remaining German sales and service hub.&nbsp;Delta Air Lines (DAL)&nbsp;is reporting&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dal-stock-rises-overnight-analysts-back-delta-ahead-of-q3-earnings-despite-fuel-cost-pressures/cZD6KtwRBVA">quarterly results</a> before the open, with analysts watching for demand trends, guidance and the impact of fuel costs.&nbsp;Other tickers trending on&nbsp;Stocktwits&nbsp;at the time of writing included Revolution Medicines (RVMD), Verastem (VSTM), and Nokia Corp (NOK).<h2 class="st-heading-2">What Else To Watch On Friday&nbsp;</h2>On the economic front, traders will watch the release of factory orders data at 10:00 am ET. Also keep an eye out for&nbsp;Kansas City Fed President Jeffrey Schmid speaking at 9:30 am ET, followed by Federal Reserve Bank of Boston President Susan Collins’s speech later in the day.On the earnings slate, other than DAL, New Horizon Aircraft Ltd - Ordinary Shares - Class A (HOVR) reports before the bell, and Lunai Bioworks Inc (LNAI) will report after market close today.&nbsp;<h2 class="st-heading-2">The Week Ahead: Earnings Season Takes Center Stage&nbsp;</h2>Next week brings a busier third-quarter earnings calendar, with major U.S. banks among the first large companies scheduled to report. Investors will also track inflation data and Treasury yields, and further central-bank commentary from Fed speakers.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com

Why Are Nasdaq Futures Surging Premarket? SPCX, ASTS, AAPL, TMUS, VZ, NVDA, MU, LITE Stocks In Focus

U.S. stock futures were higher early Friday even as concerns about OpenAI’s revenue figures triggered fresh questions about the sustainability of the artificial intelligence investment boom. 

On Stocktwits, retail sentiment toward SPY and QQQ has remained ‘extremely bullish’ this week.

Lumentum Holdings Inc

Verizon Communications Inc.

<ul class="summary-bullets"><li>The 30-year Treasury yield hits a 24-year high as markets digest a potentially more hawkish Fed path.</li><li>TSMC's 54.6% September revenue growth and Samsung's record profit outlook reinforce strong AI-chip demand.&nbsp;</li><li>Jobless claims, Fed speeches and a busy earnings slate give traders additional catalysts to watch on Thursday.</li></ul>U.S. stock futures were under pressure early on Thursday as rising Treasury yields, oil prices and&nbsp;fresh questions about the scale and financing of the artificial-intelligence investment boom kept traders on the edge.&nbsp;&nbsp;As of 4:00 a.m. ET, Dow futures fell 0.6%, Nasdaq futures declined 0.5%, S&amp;P 500 futures were down 0.3%, and Russell 2000 futures fell 0.9%.&nbsp;The early weakness follows a softer Wednesday session. 30-year Treasury yields touched 24-year highs, and the September FOMC minutes signaled another potential rate hike before year-end.&nbsp;However, on Stocktwits, retail sentiment for the&nbsp;<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&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a>, which tracks the Nasdaq-100 Index, has stayed ‘extremely bullish.’Meanwhile, President Donald Trump will attend a White House summit today to host top technology leaders in Washington and announce $1B+ in industry commitments for the Genesis Mission. He will also award the National Medal of Science to Elon Musk, Nvidia CEO Jensen Huang, AMD CEO Lisa Su, and Google co-founder Sergey Brin. Michael Dell and Microsoft CEO Satya Nadella will receive the National Medal of Technology and Innovation.<h2 class="st-heading-2">The Tech Radar: AI Spending, Chips And Cloud&nbsp;</h2>Broadcom (AVGO): Shares dipped over 1% in early premarket. Reports revealed it is seeking over $50 billion in financing for OpenAI’s custom AI chip development and Oracle’s cloud infrastructure deployment.&nbsp;Micron Technology (MU), Taiwan Semiconductor (TSM):&nbsp;Shares fell over 1% in early premarket despite TSMC posting a 54.6% YoY jump in September revenue. It is expected to provide its full quarterly results and a detailed AI-demand outlook next week. Meanwhile, Samsung has signaled a record $80 billion operating profit.Separately, Micron has also agreed to pay $600 million to license Netlists’ (NLST) patents and settle ongoing litigation.Microsoft (MSFT)&nbsp;is on the retail radar after a four-day winning streak, following the opening of preorders for the Nvidia-powered Surface Laptop Ultra and the announcement of local AI model integration into Windows.&nbsp;Amazon (AMZN):&nbsp;Reports indicate nearly 1,000 job cuts primarily within its Stores e-commerce unit amid ongoing corporate cost-cutting.Wolfspeed (WOLF):&nbsp;Shares soared 18% in early premarket trade after securing a conditional 30-year, $1.5 billion loan commitment from the U.S. Department of War to expand domestic radiation-hardened chip production.Applied Digital (APLD):&nbsp;The AI data-center operator reported a sharp revenue increase in Q1, along with a new agreement securing up to 1 gigawatt of power capacity in Finland.IonQ (IONQ):&nbsp;Gained momentum after advancing to the final stage of DARPA’s Quantum Benchmarking Initiative (worth up to $300 million through 2029) to validate utility-scale quantum fabrication.<h2 class="st-heading-2">Space And Satellite Stocks&nbsp;</h2>SpaceX (SPCX)&nbsp;remains one of the most watched names as the FCC prepares to consider new spectrum rules that could accelerate satellite-to-smartphone services. SpaceX and Amazon are among the companies positioned to benefit. Separately, Jim Cramer said that SpaceX could become Nvidia’s largest customer.&nbsp;Keep an eye on&nbsp;Rocket Lab (RKLB)&nbsp;and&nbsp;AST SpaceMobile (ASTS)&nbsp;as well.&nbsp;<h2 class="st-heading-2">Trending Stocks</h2>Tesla (TSLA): Heading for a weekly win as Dan Ives initiated coverage with a $500 price target, citing over 30% upside from software and physical AI. UBS also raised its target to $391.Kratos Defense (KTOS), Aerovironment (AVAV): In the spotlight as Cathie Wood’s ARK Invest added significant shares in both companies following increased Pentagon focus on autonomous drone warfare.Robinhood (HOOD), Webull (BULL): Webull stock plunged on Wednesday after a bipartisan House panel flagged national security concerns over its China ties. Robinhood and Public moved aggressively to poach Webull clients by offering 3% transfer bonuses.Skydance Media (SKYD): Reports indicate that David Ellison and his family contributed approximately $17 billion toward the $110 billion Paramount-Warner Bros. transaction.Lululemon (LULU): Facing pressure toward a second weekly decline despite overhauling its senior leadership team to reignite top-line growth. The company appointed Maggie Gauger as President and Chief Product Officer and Joseph Godsey as Chief Operating Officer, while searches are underway for new brand, communications and technology chiefs.&nbsp;<h2 class="st-heading-2">Pharma Pulse</h2>ImmunityBio (IBRX):&nbsp;Under pressure and heading for its worst week in over two months despite management highlighting new coverage linkages with Aetna-CVS.Sellas&nbsp;Life Sciences (SLS):&nbsp;Retail traders analyzed new acute myeloid leukemia (AML) comparative trial data published in Nature.Other tickers trending on&nbsp;Stocktwits&nbsp;at the time of writing included Sea Ltd (SE), Baidu Inc (BIDU), D-Wave Quantum (QBTS), and Cipher Digital (CIFR).What Else To Watch On Thursday On the economic front, traders will watch the release of weekly jobless claims at 8:30 am ET, followed by wholesale trade data at 9:00 am ET. Watch out for speeches from Fed Governor Christopher Waller and St. Louis Fed President Alberto Musalem later today.The Fed's September meeting minutes showed that most officials see another rate increase as possible before year-end.&nbsp;On the earnings slate, PepsiCo (PEP), Tilray Brands (TLRY), AngioDynamics (ANGO) and Byrna Technologies (BYRN) are among those reporting before the bell. Nurix Therapeutics (NRIX) and Oil-Dri Corp. of America (ODC) are among those reporting after market close today.&nbsp;&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com

Why Are Nasdaq, Dow Futures Falling Premarket? MU, TSM, APLD, IONQ, HOOD, BULL, SLS In Focus

U.S. stock futures were under pressure early on Thursday as rising Treasury yields, oil prices and fresh questions about the scale and financing of the artificial-intelligence investment boom kept traders on the edge.

Retail investors have not turned bearish on the broader market yet. On Stocktwits, retail sentiment toward SPY and QQQ has stayed ‘extremely bullish.’ 


Applied Digital Corporation

Robinhood Markets Inc

IonQ Inc

<ul class="summary-bullets"><li>Nasdaq Composite closed at a record high, with AI and semiconductor stocks leading Monday’s gains.</li><li>But the rally is running alongside a sharp bond-market selloff. The 10-year Treasury yield climbed to about 5.31% Monday, while the 30-year yield approached 5.7%.</li><li>Michael Burry said the market is in a “denial” phase, comparing it to 2000 and 2008 scenarios, while billionaire Ray Dalio reportedly warned that the U.S. could face a debt crisis within three years.</li></ul>U.S. stock futures were higher early Tuesday following a record-setting session for tech equities.&nbsp;As of 4:00 a.m. ET, Dow futures rose 0.5%, while Nasdaq, S&amp;P 500 and Russell 2000 futures rose 0.2%. On Stocktwits, retail sentiment for the&nbsp;<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 ‘extremely bullish’ from bullish, and&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a>, which tracks the Nasdaq-100 Index, has stayed ‘extremely bullish’ since last week.<h2 class="st-heading-2">Burry, Dalio Flag Risks</h2>The stock rally is becoming increasingly concentrated around technology even as bond yields remain elevated. The 10-year Treasury yield climbed above 5.3% Monday, while the 30-year yield reached roughly 5.7%. Two of Wall Street’s most closely watched macro bears are&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/michael-burry-says-stocks-are-in-denial-like-2000-and-2008-ray-dalio-reportedly-sees-us-debt-crisis-within-3-years/cZDswlvRBkX">warning</a> that the rally may be masking growing risks.Michael Burry, whose 2008 housing-market bet was chronicled in “The Big Short,” wrote that the stock market is in a “denial” phase reminiscent of 2000 and 2008. Separately, Bridgewater Associates founder Ray Dalio reportedly said the U.S. could face a debt crisis within three years as rising interest costs increasingly compete with government spending.&nbsp;Wednesday brings another bond-market test with the 10-year Treasury auction, followed by the release of the Federal Reserve’s September meeting minutes. The minutes could offer clues on the Fed’s rate path.<h2 class="st-heading-2">AI &amp; Semiconductor Stocks In Focus&nbsp;</h2>Broadcom (AVGO):&nbsp;Wall Street banks have launched a record $60 billion debt syndication package tied to Anthropic’s lease of Google-designed TPUs supplied through Broadcom.Microsoft (MSFT):&nbsp;Shares rose 0.5% in early premarket trading after Melius Research upgraded the stock to ‘Buy’ with a $665 price target.&nbsp;Separately, reports indicate that Microsoft and&nbsp;Meta Platforms (META) reduced internal Claude spending to promote their own tools.Advanced Micro Devices (AMD):&nbsp;CEO Lisa Su has reportedly signaled that compute demand will outpace supply for the next several years, with plans to substantially increase capacity by 2027 while expanding critical packaging investments in Taiwan.Nvidia (NVDA):&nbsp;Analyst Dan Ives reiterated a strong bull case, calling it “the one chip in the world fueling the AI revolution.” Meanwhile, BNP Paribas raised its price target to $345.Oracle (ORCL):&nbsp;Shares rose marginally in early premarket trading after unconfirmed internal emails and&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/oracle-layoffs-returning-in-december-buzz-about-online-email-points-to-wider-voluntary-exit-offer-researcher-says/cZDssuNRBk2">reports</a> suggested the company is offering new voluntary severance packages across management teams, following earlier workforce restructuring.Seagate Technology (STX):&nbsp;JPMorgan projects memory and storage markets will remain supply-constrained through at least 2028. Reports also suggest Seagate made a higher bid for TDK’s magnetic-heads business.Zeta Global (ZETA): Zeta agreed to acquire AI engineering company Senso. RBC also raised its price target to $40 from $31, citing momentum around strategic partnerships and Athena.&nbsp;<h2 class="st-heading-2">Nuclear Power, Space And Satellite Stocks&nbsp;</h2>Constellation Energy (CEG):&nbsp;Shares rose 3% in early premarket trade following reports that it is nearing a multi-year nuclear power supply deal with Google (GOOGL) valued at approximately $1 billion.Rocket Lab (RKLB): Cathie Wood’s ARK believes that the company has an “enormous opportunity,” particularly as SpaceX looks toward eventually retiring Falcon 9.&nbsp;AST SpaceMobile (ASTS): The company and Telus completed their first integration test. However, William Blair lowered its 2027 revenue estimate, citing slower BlueBird II launches and shipment delays.&nbsp;SpaceX (SPCX): Shares continue to rise in early premarket trading after reports of a proposed Florida natural-gas pipeline to support Starship launches and a renewed focus on its AI ambitions. The stock closed around $171 on Monday, its highest level since mid-June.&nbsp;<h2 class="st-heading-2">Trending Stocks</h2>Tesla (TSLA): Chatter about a potential merger with SpaceX keeps its on the retail radar. Baird said a possible SpaceX transaction could continue to dominate the near-term narrative, while analysts are also weighing Tesla’s better-than-expected third-quarter deliveries against weaker energy-storage deployments.Nokia (NOK):&nbsp;CEO Justin Hotard reportedly said AI infrastructure customers could build data centers roughly twice as fast if memory and power constraints were removed.&nbsp;Oil Refiners (VLO, MPC, PSX, SUN):&nbsp;Shares rose in early premarket trade after President Donald Trump signed an executive order temporarily allowing off-road “dyed” diesel for highway use and deferring federal fuel taxes to mitigate transportation costs.Lululemon (LULU): Shares hit a new 52-week low on Monday after investor Michael Burry&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/the-big-short-investor-michael-burry-justifies-lululemon-tax-loss-sale-i-am-not-throwing-in-the-towel/cZDstsERBk4">disclosed</a> a tax-loss sale of LULU shares into Deckers (DECK), adding that he is not “throwing in the towel” long term.USA Rare Earth (USAR): USAR is attracting retail attention amid its rare-earth supply-chain ambitions and the appointment of Thras Moraitis as CEO.&nbsp;Other tickers trending on&nbsp;Stocktwits&nbsp;at the time of writing included Biocryst Pharmaceuticals (BCRX), Amprius Technologies (AMPX), Novavax (NVAX), and Gorilla Technologies (GRRR).<h2 class="st-heading-2">What Else To Watch Tuesday</h2>On the economic front, investors will watch for trade balance data at 9:00 am ET.&nbsp;Fed officials will be closely watched throughout the day, with Fed Vice Chair for Supervision Michelle Bowman scheduled to speak in the afternoon and Kansas City Fed President Jeffrey Schmid later in the session. Dallas Fed President Lorie Logan is also scheduled to speak this evening.&nbsp;President&nbsp;Donald Trump is also scheduled to speak at an Anduril facility in Maryland. Trump administration’s focus on lower-cost autonomous defense technology could add another catalyst for defense and drone stocks.The earnings slate is relatively light ahead of next week’s banking-heavy start to earnings season. Before the open, Apogee Enterprises (APOG), RPM International (RPM) and Lamb Weston (LW) are scheduled to report. After the close, investors will hear from Constellation Brands (STZ), Penguin Solutions (PENG), Neogen (NEOG), Worthington Steel (WS) and Saratoga Investment (SAR).&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com

Why Are Nasdaq, Dow Futures Rising Premarket? SPCX, NVDA, CEG, AMD, ORCL, NOK In Focus

U.S. stock futures were higher early Tuesday following a record-setting session for tech equities.

On Stocktwits, retail sentiment toward SPY and QQQ has turned ‘extremely bullish,’ supported by the rally in tech stocks. 


Advanced Micro Devices Inc

Constellation Energy Corporation

Nokia Corp

Oracle Corp.

<ul class="summary-bullets"><li>Weaker jobs data cooled expectations for another near-term Fed rate hike.&nbsp;</li><li>Traders are watching Wednesday’s FOMC minutes, oil prices, Treasury yields and a busy slate of AI catalysts.&nbsp;</li><li>PTC surged after Schneider Electric agreed to a $22.6 billion takeover, while Cerebras and Qualcomm gained on fresh AI and semiconductor catalysts.</li></ul>U.S. stock futures were subdued early Monday after soft jobs data last week reduced the expectations of a near-term rate hike from the Federal Reserve. Markets will also be watching for the release of the FOMC minutes on Wednesday.As of 4:30 a.m. ET, Nasdaq, Dow and S&amp;P 500 futures were flat with a positive bias, and Russell 2000 futures rose 0.1%.On Stocktwits, retail sentiment for the&nbsp;<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 ‘bullish’, and&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a>, which tracks the Nasdaq-100 Index, has stayed ‘extremely bullish’ since last week.<h2 class="st-heading-2">Oil &amp; Iran: Some Relief, But No Resolution Yet</h2>Oil prices were lower early Monday, as rising Middle East exports and a planned G7 release of emergency oil stocks eased immediate supply concerns. OPEC+ also agreed over the weekend to keep November production targets unchanged.Iran has continued to resist reopening the Strait of Hormuz without concessions from the U.S.<h2 class="st-heading-2">AI &amp; Semiconductor Stocks In Focus&nbsp;</h2>Cerebras Systems (CBRS):&nbsp;Shares rose 7% in early premarket after OpenAI CEO Sam Altman pushed back against speculation that the AI chipmaker’s role was diminishing. He said that Cerebras remains a “close partner,” easing fears over increased Nvidia usage.Qualcomm Inc. (QCOM): Shares rose over 2% in early premarket trading on securing a multiyear patent cross-license agreement for Huawei’s novel LogicFolding chipmaking technology.Super Micro Computer Inc. (SMCI):&nbsp;Drew retail attention following its broad AI infrastructure partnership with NetApp.Seagate Technology (STX) &amp; Western Digital (WDC): Shares gained over 1% in early premarket after garnering buy recommendations over the weekend. Analysts viewed the sell-off triggered by Toshiba’s HDD capacity expansion plans as an overreaction.Tesla Inc. (TSLA): Rose after Elon Musk confirmed discussions with TSMC (TSM) regarding potential chip manufacturing partnerships in Texas. TSM shares rose over 1% in early premarket, even as its Taiwan-listed shares hit a new high in trade today.&nbsp;<h2 class="st-heading-2">Trending Stocks</h2>PTC Inc. (PTC): Shares soared 34% in early premarket after Schneider Electric agreed to acquire the industrial software maker for $205 per share. The $22.6 billion equity-value deal represents a 42.3% premium and would be Schneider’s largest acquisition to date.&nbsp;Nu Holdings Ltd. (NU): Shares surged nearly 9% in early premarket after right-wing candidate Flavio Bolsonaro led Brazil’s opening-round election, raising expectations for fiscal reforms, alongside Nu denying rumors of a Monzo acquisition. Other stocks that could stand to benefit include SE and MELI.Vistra Corp. (VST): Popped over 6% in early premarket trade following reports of a potential $4 billion federal loan package to upgrade three of its nuclear power facilities.ExxonMobil (XOM) &amp; Suncor Energy (SU): In focus as the U.S. Supreme Court hears arguments regarding attempts to block local climate change lawsuits.GameStop Corp. (GME): Ticked higher in early premarket after regulatory filings showed CEO Ryan Cohen bought $17 million of company stock on the open market on Oct. 2.<h2 class="st-heading-2">Space, Satellite And Aerospace Stocks</h2>SpaceX (SPCX) is another name to watch after Elon Musk said SpaceXAI will be renamed SpaceXSI, aligning the company with the increasingly prominent “super intelligence” terminology being pushed by the Trump administration. Investors will also be tracking its Starship Flight 15, while NASA and SpaceX are also targeting Oct. 7 for the departure of Crew-12 from the International Space Station.&nbsp;AST SpaceMobile Inc. (ASTS): Shares rose marginally in early premarket trade after T-Mobile removed “with Starlink” branding from its satellite service page amid a new joint venture with AT&amp;T and Verizon.Delta Air Lines (DAL): Named UBS' top airline pick despite trimmed earnings estimates due to elevated fuel costs. DAL will be reporting earnings later this week.<h2 class="st-heading-2">Pharma Pulse&nbsp;</h2>ImmunityBio Inc. (IBRX):&nbsp;Shares rose over 1% in early premarket trade after Michael Caputo’s appointment to Trump’s Cancer Panel, sparking retail speculation around broader access to its flagship drug, Anktiva.Novo Nordisk (NVO):&nbsp;The company said it was facing FDA review delays for Denecimig due to manufacturing facility remediation, though 2026 financial guidance remains unchanged.Other tickers trending on&nbsp;Stocktwits&nbsp;at the time of writing included Agencus Inc (AGEN), Amazon (AMZN), Paramount Skydance (PSKY) and Warner Bros. Discovery (WBD)What Else To Watch Monday On the economic front, investors will watch for&nbsp;September ISM Services PMI, due at 10 a.m. ET, following the final S&amp;P Global Services PMI at 9:45 a.m. ET. Beyond this week's Fed minutes, the other data point on the retail radar is weekly jobless claims. The 10-year Treasury yield remains elevated around 5.25%.&nbsp;In earnings this week, investors will closely watch a report from&nbsp;Applied Digital on Wednesday. Other notable names include Levi Strauss, PepsiCo, and Delta Air Lines earnings.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com

Nasdaq, S&P 500, Dow Futures Steady Ahead Of Fed Minutes This Week: TSLA, SPCX, CBRS, QCOM, PTC, IBRX Stocks In Focus

U.S. stock futures were subdued early Monday after soft jobs data last week reduced the expectations of a near-term rate hike from the Federal Reserve. Markets will also be watching for the release of the FOMC minutes on Wednesday.

On Stocktwits, retail sentiment toward SPY and QQQ remained ‘bullish’ since last week.

Cerebras Systems Inc

PTC Inc

Qualcomm, Inc.

<ul class="summary-bullets"><li>Investors awaited the September jobs report for fresh clues on the Federal Reserve’s rate path.</li><li>The jobs data comes after softer-than-expected inflation readings earlier this week helped reduce expectations for another rate hike in October.</li><li>Nike shares plunged in early premarket trading after the sportswear giant reported a revenue decline and issued a cautious full-year outlook. CEO Elliott Hill said the turnaround will take time as Nike works to overhaul operations, including its digital distribution strategy.</li></ul>U.S. stock futures were higher early Friday as investors braced for the September nonfarm payrolls report, the first major labor-market test of the fourth quarter and a key input into the Federal Reserve’s next rate decision.&nbsp;This follows softer inflation data earlier this week, which reduced expectations for another immediate Fed hike, even as elevated Treasury yields continued to weigh on the markets. The probability of an October rate hike has fallen sharply in recent days, with CME FedWatch putting it around 28%.&nbsp;As of 4:00 a.m. ET, Nasdaq futures rose 0.6%, Dow and S&amp;P 500 futures rose 0.3%, while Russell 2000 futures gained 0.5%.On Stocktwits, retail sentiment for the&nbsp;<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, moved to ‘bullish’ from ‘extremely bullish,’ and&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a>, which tracks the Nasdaq-100 Index, improved to ‘extremely bullish’ from ‘bullish.’<h2 class="st-heading-2">Tech Radar&nbsp;</h2>Alphabet (GOOGL) is in the limelight after Google put its Tensor Processing Units (TPU) technology into orbit for the first time aboard a SpaceX rideshare mission.Meta Platforms (META): Shares rose marginally in early premarket trading even as it faces a fresh legal overhang. New Mexico has&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/meta-stock-holds-up-overnight-new-mexico-seeks-up-to-40-b-privacy-penalty-in-cambridge-analytica-case/cZDjbfwRB0u">reportedly</a> asked for up to $40 billion in data privacy penalties stemming from the Cambridge Analytica case.Amazon (AMZN): Reports suggest that it is exploring a structure to shift roughly $8 billion of Nvidia Grace Blackwell chips into a special-purpose vehicle and lease them back.&nbsp;Palantir (PLTR):&nbsp;Shares rose nearly 1% in early premarket trading after naming Armada its inaugural certified modular data center partner to build out U.S. and allied sovereign AI infrastructure.<h2 class="st-heading-2">Trending Stocks</h2>Nike (NKE):&nbsp;Shares fell 9% in early premarket trade after reporting a revenue dip in Q1, a 26% drop in Greater China sales, along with a soft full-year forecast. CEO Elliot Hill said that the turnaround will take some time, announcing operational overhauls to clean up digital distribution and some future role reductions.Tesla (TSLA) shares rose 1% in early premarket trade ahead of its third-quarter production and delivery data release.Rocket Lab (RKLB):&nbsp;Cathie Wood’s ARK Investment bought shares worth $16.5 million, following its largest-ever Electron contract win. Citi has also initiated coverage with a $105 price target, adding that Rocket Lab’s launch cadence and growing backlog place it in a ‘unique’ position in commercial space.&nbsp;SpaceX (SPCX): CEO Elon Musk teased a ‘<a href="https://stocktwits.com/news-articles/markets/equity/spcx-stock-musk-big-deal-nvidia-ai-industry-insider-higher-power/cZDjbQERB0H">big deal</a>’ Nvidia milestone for its ground and orbital AI hardware, potentially targeting close to 250kW average power for space systems.Mattel (MAT): Reports of a takeover from Authentic Brands Group have sparked&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mat-stock-eyes-best-week-in-16-months-on-mattel-buyout-buzz-retail-traders-see-room-above-20/cZDjGnoRB0t">retail chatter</a>, with traders seeing room for a potential offer of more than $20 per share for this toymaker.Netflix (NFLX):&nbsp;Shares are heading for a fifth consecutive weekly decline after co-CEO Ted Sarandos said the company “is not growing as fast as I want us to.” Analysts are now&nbsp;assessing whether slower growth could become a bigger issue ahead of the company’s next earnings report later this month.&nbsp;First Solar (FSLR)&nbsp;has sued JA Solar and American Panel Solutions over alleged infringement of its TOPCon photovoltaic technology patents.Meanwhile, Bloom Energy’s (BE)&nbsp;CEO pushed back on&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/bloom-energy-ceo-shrugs-off-oracle-force-majeure-worries-says-bloom-boxes-are-fungible/cZDSHM1RB0l">concerns</a> around Oracle’s force majeure situation, saying that Bloom’s modular power systems can be redirected to locations where demand emerges.&nbsp;Corteva (CTVA):&nbsp;Shares remain in focus after the company completed its&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/corteva-s-market-cap-tumbles-by-over-42-b-today-ctva-stock-hits-record-low/cZD0InXRBiz">spin-off of seed business</a> Vylor (VYLR) on Oct. 1. Vylor was added to the S&amp;P 500, replacing Corteva, while Corteva is set to replace Olin (OLN) in the S&amp;P MidCap 400 effective Oct. 6.&nbsp;<h2 class="st-heading-2">Pharma Pulse&nbsp;</h2>Moderna (MRNA): Shares rose 2% in early premarket trade. Moderna will join the Nasdaq-100 before the Oct. 9 open, replacing Warner Bros. Discovery after a 2026 rally of more than 500%.This has drawn retail attention to two of this year’s biggest biotech movers: Sellas Life Sciences (SLS) and Immunity Bio (IBRX).&nbsp;Traders are talking about the potential&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sls-ibrx-stocks-retail-moderna-rally-mrna-lands-nasdaq-100-spot/cZDj2iqRB0D">rerating opportunities</a> for both as Sellas awaits its Phase 3 REGAL readout, while ImmunityBio heads toward a January FDA decision on a broader Anktiva indication.Intellia Therapeutics (NTLA):&nbsp;Gaining attention after Cathie Wood’s ARK Investment bought 411,000 shares of the gene-editing company. ARK also picked up shares in Veracyte (VCTY) on Thursday.&nbsp;Other tickers trending on&nbsp;Stocktwits&nbsp;at the time of writing included AST Spacemobile (ASTS), Gorilla Technologies (GRRR), Ondas (ONDS), and Delta Airlines (DAL).What Else To Watch Friday On the economic front, investors will watch jobless claims data due at 8:30 am ET, followed by Factory orders at 10:00 am ET. The market consensus estimates 84,000 nonfarm jobs added in September, with unemployment remaining at 4.1%.On the earnings front, Waldencast plc - Ordinary Shares - Class A (WALD) reports today. Next week, companies reporting include Constellation Brands (STZ), Levi Strauss (LEVI), PepsiCo (PEP), and Delta Air Lines (DAL).For updates and corrections, email newsroom[at]stocktwits[dot]com

Nasdaq, S&P 500, Dow Futures Rise Ahead Of Jobs Report: NKE, META, RKLB, MRNA, SLS, TSLA Stocks In Focus

U.S. stock futures were higher early Friday as investors braced for the September nonfarm payrolls report, the first major labor-market test of the fourth quarter and a key input into the Federal Reserve’s next rate decision.

On Stocktwits, retail sentiment toward SPY and QQQ remained ‘bullish’ ahead of jobs data.


Preeti Ayyathurai