SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Sovereign frontier cloud for AI that builds  AI agents are starting to build and operate real software. Agentic organizations are starting to coordinate people, code, data, payments, and governance. Both need a cloud that is sovereign, tamperproof, and always on.  The Internet Computer is that cloud.  Built on more than USD 500 million in R&amp;D, ICP uses advanced blockchain technology and cryptography to run entire software systems end-to-end on the network: websites, apps, services, data, payments, and governance. Code and data are protected by the protocol, replicated across independent nodes, and cannot be silently changed by a cloud provider, backend operator, or attacker.  Cloud engines make this infrastructure sovereign. They let organizations run ICP-powered compute across chosen providers, locations, and jurisdictions while keeping the same tamperproof and always-on guarantees of the network.  This is the real demand ICP serves: sovereign frontier cloud for AI agents and agentic organizations. Agents can build and update software. Organizations can run rules, assets, and governance as verifiable systems. The result is software that stays online, keeps its data, and remains under the control of its owners.  Developers and AI agents can build on the Internet Computer with any AI assistant using the ICP skill library at skills.internetcomputer.org, or by creating apps through conversation with Caffeine AI.  Computation on ICP is paid for by converting $ICP into cycles. $ICP is also used for staking and governance through the Network Nervous System.

Internet Computer

The community discussion remains heavily polarized between long-term investors highlighting ICP's decentralized cloud and AI infrastructure potential and critics focused on its prolonged price decline. Sentiment is fragmented, with bullish participants pointing to recent technical developments and accumulation strategies, while bearish voices emphasize poor historical performance and ongoing token dilution.

UNI is the governance token for Uniswap, an Automated Market Marker DEX on the Ethereum blockchain. The UNI token allows token holders to participate in the governance of the protocol. Key decisions such as usage of the treasury or future upgrades can be decided through a governance vote.

UniSwap

Uniswap is trending as traders react to a major governance proposal, known as the "UNIfication" initiative, which includes activating a fee-switch mechanism and burning 100 million tokens to reduce supply. The community is debating the potential for these changes to drive long-term deflationary pressure and protocol revenue, while some participants remain cautious due to broader market volatility.

Roblox Corp. engages in the provision of online gaming services. Its platform consists of Roblox Client, Roblox Studio, and Roblox Cloud. Roblox Client is an application that allows users to explore 3D digital worlds. Roblox Studio is the toolset that allows developers and creators to build, publish, and operate 3D experiences and other content accessed with Roblox Client. Roblox Cloud includes the services and infrastructure that power the human co-experience platforms. The company was founded by Erik Cassel and David B. Baszucki in March 2004 and is headquartered in San Mateo, CA.

Roblox Corporation - Ordinary Shares - Class A

Roblox Corp.

Roblox is experiencing intense volatility and downward pressure after the company withdrew its full-year guidance and reported weaker-than-expected monetization trends in its latest earnings report. The community remains deeply divided, with many traders viewing the significant sell-off as an attractive buying opportunity for a long-term recovery, while others are aggressively shorting the stock, citing ongoing concerns over profitability, child safety, and management's leadership.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is trending as traders speculate on a potential pre-earnings breakout, fueled by optimism regarding the company's AI infrastructure buildout and a new partnership with HPE. While some investors remain cautious due to concerns over high capital expenditures and debt, many are anticipating a significant positive move following upcoming earnings.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is experiencing downward price pressure amid market speculation surrounding its removal from the S&P 100 index, compounded by ongoing concerns over retail weakness and broader consumer discretionary sentiment. While some traders view the current levels as a long-term turnaround opportunity, others remain skeptical, pointing to the stock's multi-year decline and ongoing competitive challenges.

Eastman Kodak Co. engages in the provision of analog and digital innovations. It operates through the following segments: Traditional Printing, Digital Printing, Advanced Materials and Chemicals, and Brand. The Traditional Printing segment consists of Prepress Solutions, which includes Kodak's digital offset plate offerings and computer-to-plate imaging solutions. The Digital Printing segment contains Electrophotographic Printing Solutions, Prosper, Versamark and Software. The Advanced Materials and Chemicals segment consists of four lines of business: Industrial Film and Chemicals, Motion Picture, Advanced Materials and Functional Printing, and Kodak Services for Business (KSB). The Brand segment includes licensing of the Kodak brand to third parties. The company was founded by George Eastman in 1880 and is headquartered in Rochester, NY.

Eastman Kodak Co.

Eastman Kodak is seeing increased investor attention as traders speculate on the company's progress in pharmaceutical manufacturing and potential government contract involvement. The discourse is marked by excitement over anticipated earnings and management's strategic pivot, though some participants express frustration over limited corporate communication and a lack of specific updates regarding pharmaceutical milestones.

Ethena

Ethena is trending as traders speculate on the impact of the newly approved fee-switch and buyback framework, alongside ongoing discussions regarding its institutional integrations and future USDe supply growth. Community sentiment remains divided between optimism over long-term structural value and caution regarding current token supply and market price action.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle is receiving attention following a supply chain-related recall of jalapeños linked to a salmonella outbreak, prompting a sharp decline in the share price. While the community is divided, many traders are treating the price drop as a buying opportunity, arguing that the issue is isolated, resolved, and not reflective of systemic operational failures.

The Compound Governance Token is a governance token on the Compound Finance lending protocol, COMP allows the owner to delegate voting rights to the address of their choice; the owner’s wallet, another user, an application, or a DeFi expert. Anybody can participate in Compound governance by receiving delegation, without needing to own COMP.  Anybody with 1% of COMP delegated to their address can propose a governance action; these are simple or complex sets of actions, such as adding support for a new asset, changing an asset’s collateral factor, changing a market’s interest rate model, or changing any other parameter or variable of the protocol that the current administrator can modify.

Compound

Compound is attracting interest as traders speculate on its potential for a significant price move, citing its limited maximum supply and a recent pivot toward an institutional-focused growth strategy. While some community members remain optimistic about long-term value, others express frustration over stagnant price action and competition from similar DeFi protocols.

Senseonics Holdings, Inc. is a medical technology company, which engages in the development and manufacture of glucose monitoring products. Its primary product is the brand Eversense CGM (continuous glucose monitoring) including sensors, smart transmitters, and mobile applications. The company was founded on June 26, 2014 and is headquartered in Germantown, MD.

Senseonics Holdings Inc

Senseonics is seeing mixed sentiment as traders analyze recent financial results and ongoing cash burn, with some focusing on long-term growth potential and others expressing skepticism due to leadership, dilution history, and a lack of transparency. The community remains divided between those expecting a recovery driven by new product integration and those concerned about the company's path to profitability.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

<ul class="summary-bullets"><li>The three major U.S. indexes are on track for a second consecutive weekly gain.&nbsp;</li><li>Investors await August nonfarm payrolls after July unexpectedly showed a loss of 23,000 jobs.</li><li>The report could fuel debate over whether the Fed holds rates at its September 15-16 meeting or resumes tightening.</li></ul>U.S. stock futures were slightly higher early Friday as investors geared up for the high-stakes August Nonfarm Payrolls report, an important data point shaping Federal Reserve policy expectations ahead of its September meeting.&nbsp;As of 4:30 a.m. ET, Nasdaq futures were up 0.4% while Dow, S&amp;P 500 and Russell 2000 futures were nearly flat. The three major indexes are on track for a second consecutive weekly gain.&nbsp;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, remained ‘bearish’, and&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a>, which tracks the Nasdaq-100 Index, has flipped to ‘bullish’ from ‘bearish’ earlier in the week.<h2 class="st-heading-2">All Eyes On Jobs Data&nbsp;</h2>Economists surveyed by Dow Jones expect the U.S. economy to have added 53,000 jobs in August, with the unemployment rate forecast at 4.1%. That follows an unexpected loss of 23,000 jobs in July. On Thursday, Fed Governor Christopher Waller signaled he is open to holding rates steady if inflation moderates. But he also said a hike at the Sept. 15-16 meeting could be appropriate if the improvement proves fleeting. Meanwhile, traders remain split on a rate pause compared to a 25 bps hike, according to the latest CME FedWatch data.Yields on the U.S. 10-year Treasury hovered around 4.768%, cooling slightly alongside a global government bond sell-off that economist Mohamed El-Erian reportedly warned could persist due to structural supply imbalances and reduced appetite from traditional buyers like China and Japan.&nbsp;Meanwhile, Brent crude rose toward $96 a barrel amid ongoing Middle East tensions.&nbsp;Tech Stocks To Watch&nbsp; Nvidia (NVDA):&nbsp;Nvidia shares continued to rise in early premarket, a day after announcing its $12.93 billion deal for Hugging Face, which Michael Burry praised as a “no-brainer” move to secure open-source dominance.&nbsp;Microsoft (MSFT):&nbsp;CEO Satya Nadella confirmed Azure customers are already deploying OpenAI’s newly launched flagship model, GPT-6 Astra.Adobe (ADBE):&nbsp;Shares fell 3% in early premarket trade despite naming insider Anil Chakravarthy as its new CEO ahead of its Q3 earnings report. Retail chatter suggests investors viewed this as a logical move in its ongoing AI transition. Chakravarthy will replace longtime CEO Shantanu Narayen, who will become executive chair.&nbsp;Oracle (ORCL):&nbsp;Shares rose over 1% in early premarket trade following an expanded multi-year network equipment agreement with Hewlett Packard Enterprise to deploy HPE/Juniper gear across Oracle’s global AI data centers.<h2 class="st-heading-2">Trending Stocks</h2>Tesla (TSLA): Shares fell over 1% in early premarket trade after launching steering-wheel-free Cybercab rides in Austin. Retail investors expressed frustration over an event blackout, and U.S. safety regulators began evaluating the vehicle’s deployment.Lululemon Athletica (LULU): Shares cracked 17% in early premarket trade after missing Q2 revenue estimates and severely slashing full-year guidance. Michael Burry noted LULU is his largest position and pledged to buy aggressively under $100.Rocket Lab (RKLB) &amp; Planet Labs (PL): Rocket Lab gained attention after peer Planet Labs posted a Q2 beat (+10% in early premarket trade) but flagged a SpaceX rideshare crunch as smaller operators seek alternative launch providers.Ultragenyx Pharmaceutical (RARE): Shares saw a rebound in early premarket after crashing in its worst single day following the Phase 3 trial failure. ‘Pharma Bro’ Martin Shkreli called the stock "very cheap" and floated a potential buyout by BioMarin.Other tickers trending on&nbsp;Stocktwits&nbsp;at the time of writing included GameStop (GME), UiPath (PATH), Campbell Soup (CPB), Credo Tech (CRDO), and Robinhood (HOOD).<h2 class="st-heading-2">What Else To Watch Friday&nbsp;</h2>On the economic front, investors will watch the release of the nonfarm payrolls at 8:30 am ET.On the earnings front, ZenaTech (ZENA) and KNOT Offshore Partners LP (KNOP), among others, report 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)

Nasdaq Futures Edge Higher As Jobs Report Takes Center Stage: TSLA, LULU, ORCL, PL, NVDA, PLTR, RKLB In Focus 

U.S. stock futures were slightly higher early Friday as investors geared up for the high-stakes August Nonfarm Payrolls report, an important data point shaping Federal Reserve policy expectations ahead of its September meeting.

Nasdaq Futures Edge Higher As Jobs Report Takes Center Stage: TSLA, LULU, ORCL, PL, NVDA, PLTR, RKLB In Focus

Equity

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


<ul class="summary-bullets"><li>Renewed AI optimism helped offset higher oil prices and borrowing costs after Wall Street snapped a three-session losing streak.&nbsp;</li><li>President Donald Trump said Wednesday that the renewed U.S. bombing campaign against Iran would likely not last long.</li><li>Snowflake jumped after raising its outlook, Broadcom slipped despite a strong quarter, while Tesla rose ahead of its Cybercab launch in Austin today.</li></ul>U.S. stock futures were steady early Thursday after Wall Street snapped a three-day losing streak in its previous session. Renewed enthusiasm around artificial intelligence helped offset concerns about oil and higher borrowing costs.&nbsp;As of 4:30 a.m. ET, Nasdaq and Dow futures were up 0.2%, S&amp;P 500 futures rose 0.1%, and Russell 2000 futures were flat.&nbsp;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, remained ‘bearish’, and&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a>, which tracks the Nasdaq-100 Index, has flipped to ‘neutral’ from ‘bearish’.Crude oil held steady after gaining roughly 9% over the previous three sessions. On Wednesday, President Donald Trump said that the renewed bombing campaign against Iran would likely not last long, while reiterating that the U.S. controls the Strait of Hormuz and warning that Washington is prepared for further action.Meanwhile, the benchmark 10-year Treasury yields stood near 4.77%. JPMorgan has warned a push toward 5% could trigger a short-term equity pullback.&nbsp;<h2 class="st-heading-2">Tech Stocks To Watch&nbsp;</h2>Broadcom (AVGO) shares fell 2% in early premarket trade even after it reported another blockbuster quarter. The semiconductor giant’s fourth-quarter revenue forecast of $34.8 billion came in below Wall Street's average estimate of about $35.1 billion and below more aggressive expectations above $36 billion.&nbsp;Snowflake (SNOW)&nbsp;shares soared 23% in early premarket trade after the cloud-data company raised its full-year product-revenue and operating-margin forecasts&nbsp;Hewlett Packard Enterprise (HPE): Shares fell 5% in early premarket trade despite a beat-and-raise Q3 and expanding its global AI data center networking deal with Oracle, as investors weighed capital spend outlooks.Micron Technology (MU), SanDisk (SNDK) and SK Hynix (SKHY):&nbsp;Memory stocks face mild pressure after Counterpoint data showed China’s CXMT captured 10% DRAM market share in Q2.&nbsp;<h2 class="st-heading-2">Trending Stocks</h2>Tesla (TSLA): Shares rose premarket ahead of its Thursday night Cybercab launch in Austin, nearly two years after unveiling the prototype. Texas filings show nearly 50 steering-wheel-free Cybercabs registered alongside Model Ys in its test fleet.Rocket Lab (RKLB): Remains on the retail radar after its 94th successful Electron launch on Wednesday.SpaceX (SPCX)&nbsp;is attracting attention after Oppenheimer reportedly raised its valuation target to $280, implying roughly 99% upside.Palantir (PLTR):&nbsp;Michael Burry has renewed his bearish attack on the&nbsp;data analytics company, calling it an “AI FOMO” consulting play with an unsustainable $407B valuation, rising receivables, and aggressive stock-based compensation. He warned that the stock may fall below a $100B valuation.&nbsp;Lululemon Athletica inc (LULU) is trending ahead of its earnings report after Burry said the company has effectively experienced a complete turnover in its shareholder base, setting up positive ‘volume signals’&nbsp;Fiserv (FISV) is also garnering attention after Michael Burry described it as one of his “falling knives,” highlighting the stock’s roughly 80% decline from its March 2025 level.Take-Two Interactive (TTWO)&nbsp;shares have entered correction territory as a GTA VI leak raised fresh questions around execution and the premium valuation attached to the gaming company.&nbsp;Other tickers trending on&nbsp;Stocktwits&nbsp;at the time of writing included Ultragenyx Pharmaceuticals (RARE), Robinhood (HOOD), Wolfspeed (WOLF), and TG Therapeutics (TGTX).<h2 class="st-heading-2">What Else To Watch Thursday&nbsp;</h2>On the economic front, investors will watch the release of the weekly jobless claims and S&amp;P Global Final Services PMI data today. Also keep an eye out for Fed Governor Christopher Waller’s speech at 8:30 am, followed by Fed Presidents Beth Hammack and Austan Goolsbee later in the afternoon.On the earnings front, Castor Maritime Inc (CTRM), Kandi Technologies Group Inc (KNDI), and Canaan Inc - ADR (CAN) are among those reporting before the bell. DocuSign Inc (DOCU), UiPath Inc - Ordinary Shares - Class A (PATH), and Zscaler Inc (ZS), among others, report after market close today.For updates and corrections, email newsroom[at]stocktwits[dot]com

Why Are Nasdaq, S&P 500 Futures Rising Premarket? TSLA, AVGO, SNOW, HPE, PLTR, LULU Stocks In Focus

U.S. stock futures were steady early Thursday after Wall Street snapped a three-day losing streak in its previous session. Renewed enthusiasm around artificial intelligence helped offset concerns about oil and higher borrowing costs.

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



<ul class="summary-bullets"><li>Escalating U.S.-Iran tensions pushed oil toward $95 a barrel and the 10-year Treasury yield above 4.8%, reviving inflation and rate-hike concerns.</li><li>Mohamed El-Erian warned that persistently high yields could shift market concerns from interest-rate risk toward credit risk.&nbsp;</li><li>Investors now turn to ADP jobs data, factory orders and the Fed’s Beige Book Wednesday, ahead of Friday’s closely watched August jobs report.</li></ul>U.S. stock futures pointed to a soft open on Wednesday as geopolitical escalations in the Middle East weighed on investor confidence.&nbsp;As of 4:30 a.m. ET, Nasdaq futures were down 0.2%, while S&amp;P 500, Dow and Russell 2000 futures were flat.&nbsp;On Tuesday, U.S. strikes on Iranian targets near the Strait of Hormuz pushed WTI crude past $90 and Brent near $96. President Donald Trump said the attacks were retaliation for Iran’s attempted mining of the critical waterway and missile strikes targeting U.S. forces in Jordan.<h2 class="st-heading-2">Treasury Yields Add To The Pressure</h2>The rise in crude is spilling directly into the bond market. The 10-year Treasury yield climbed to 4.8%, its highest level since November 2023, while the 30-year yield moved above 5.28%.&nbsp;Economist Mohamed El-Erian sounded a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elerianm/status/2095028870290297167">warning</a>, saying the bigger concern is that if higher yields persist, markets could begin worrying about interest-rate risk morphing into credit risk. Peter Schiff&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/PeterSchiff/status/2094970775065281018">said&nbsp;</a>that the combination of higher oil, rising Treasury yields, and a weakening labor market leaves the Federal Reserve in a difficult position: easing could worsen inflation, while staying tight could increase economic and financial stress.&nbsp;<h2 class="st-heading-2">Retail Traders Turn Bearish On SPY, QQQ&nbsp;</h2>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 flipped to ‘bearish’ from ‘bullish’ a day ago, and&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a>, which tracks the Nasdaq-100 Index, has declined to ‘bearish’ from ‘neutral’.<h2 class="st-heading-2">Tech Stocks To Watch&nbsp;</h2>Nvidia (NVDA):&nbsp;Reports suggest that it is in advanced talks to acquire AI platform Hugging Face for up to $14B.Micron Technology (MU), SanDisk (SNDK) and SK Hynix (SKHY):&nbsp;Memory stocks too remained under pressure in early premarket trade.&nbsp;Dell Technologies (DELL):&nbsp;Shares rose 10% in early premarket trade after the PC and AI-server maker raised its annual revenue and profit forecasts.Palo Alto Networks (PANW):&nbsp;Shares fell 1% in early premarket trade despite beating quarterly estimates and forecasting double-digit sales growth for fiscal 2027. Separately, CEO Nikesh Arora also responded publicly to AI safety warnings from OpenAI co-founder Ilya Sutskever about neocloud infrastructure.Credo (CRDO):&nbsp;Shares fell 9% in early premarket trade despite beating Q1 estimates, as Wall Street flagged gross margin compression and customer concentration risks.Oracle (ORCL):&nbsp;Shares fell over 1% in early premarket trade after TD Cowen cut its price target to $240 from $300, though retail investors remain optimistic ahead of its October Investor Day.Among tech earnings to watch today are Broadcom (AVGO), Snowflake (SNOW), Hewlett Packard Enterprise (HPE) and C3.ai (AI).<h2 class="st-heading-2">Trending Stocks</h2>Tesla (TSLA):&nbsp;Remains on the retail radar ahead of its September 3 robotaxi event.&nbsp;AST SpaceMobile (ASTS) is on the retail radar after hitting a one-month low despite a regulatory disclosure showing insider buying.Rocket Lab (RKLB): Shares fell over 2% in early premarket trade following news that NASA awarded a $700M Mars telecom contract to rival Blue Origin. Separately, ARK Invest bought 480.8k shares on Tuesday’s dip.&nbsp;Nio (NIO):&nbsp;The EV maker said it plans to target average monthly Q4 deliveries above 40,000 units in its earnings call, but Wall Street remains skeptical of the recovery case. Bank of America trimmed its price target.Palantir (PLTR):&nbsp;Palantir is in focus after winning a U.S. Army production contract for eight TITAN ground systems on Tuesday.GE Aerospace (GE):&nbsp;Won a $2.87 billion U.S. Navy logistics contract and a Defense Innovation Unit hypersonic test bed contract.Strategy (MSTR):&nbsp;Alliance Global initiated coverage of Strategy with a Buy rating and $217 price target. It expects a "bull run" in bitcoin over the next 6-18 months given "scarcity and increased demand as the regulatory picture becomes clearer."&nbsp;Other tickers trending on&nbsp;Stocktwits&nbsp;at the time of writing included United States Oil Fund (USO), Vera Therapeutics (VERA), Terawulf (WULF), and Abercrombie (ANF).<h2 class="st-heading-2">What Else To Watch Wednesday</h2>On the economic front, investors will watch the release of the factory orders, ADP non-farm employment data, and the Federal Reserve’s Beige Book today. This comes ahead of the crucial jobs report due on Friday. Markets are now pricing a 68% chance of a rate hike at the Fed’s September 16 meeting, according to CME FedWatch.On the earnings front, FuelCell Energy (FCEL), Ollie's Bargain Outlet (OLLI), Sprinklr (CXM), Daktronics (DAKT), G-III Apparel (GIII), and Brown-Forman (BF.B), among others, report before the bell. Meanwhile, Broadcom (AVGO), Snowflake (SNOW), Hewlett Packard Enterprise (HPE), ChargePoint (CHPT), C3.ai (AI), NetApp (NTAP), Five Below (FIVE), Petco (WOOF), PVH Corp (PVH), and others report after market close 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)

Nasdaq Futures Slip As Rising Iran Tensions, Oil, Treasury Yields Keep Wall Street On Edge: NVDA, DELL, CRDO, NIO, RKLB, MSTR In Focus

U.S. stock futures pointed to a soft open on Wednesday as geopolitical escalations in the Middle East weighed on investor confidence.

Retail sentiment on Stocktwits turned ‘bearish’ on SPY and QQQ amid escalating tensions in the Middle East and rising oil prices and Treasury yields. 


<ul class="summary-bullets"><li>Wall Street ended August on a weaker footing on Monday, with rising oil prices and Treasury yields reviving concerns about inflation and the Federal Reserve’s rate path.&nbsp;</li><li>Apple begins its CEO transition, with John Ternus taking over from Tim Cook, while its legal fight with OpenAI continues.&nbsp;</li><li>Palo Alto Networks and Dell Technologies trend ahead of earnings today.</li></ul>U.S. stock futures were lower early Tuesday as investors kicked off September cautiously after a strong August.&nbsp;Tensions remain elevated after President Trump ruled out nuclear action against Iran, calling it “totally defeated militarily,” while oil prices pushed higher. However, he has continued to threaten further action against Iran, while saying the U.S. is still getting ships through the Strait of Hormuz.&nbsp;As of 4:30 a.m. ET, Nasdaq futures were down 0.6%, while S&amp;P 500, Dow and Russell 2000 futures were down 0.3%.&nbsp;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 remained ‘neutral’.10-year Treasury yield surged to 4.7%, reaching its highest level since January 2025 despite Treasury Secretary Scott Bessent defending U.S. debt performance.&nbsp;<h2 class="st-heading-2">Tech Stocks To Watch&nbsp;</h2>Nvidia (NVDA):&nbsp;Reports suggest that Anthropic has signed a $35 billion cloud deal with Nvidia-backed Lambda. Meanwhile,&nbsp;Hut 8 (HUT)&nbsp;shares rose 2% in early premarket trade on news of a 700MW Texas data center campus, leased by Nvidia, that will host Lambda’s compute infrastructure for Anthropic.Micron Technology (MU), SanDisk (SNDK) and SK Hynix (SKHY):&nbsp;Memory stocks are facing a fresh test following reports that China’s CXMT has begun small-scale production of HBM3E, the high-bandwidth memory used in advanced AI processors.&nbsp;Apple (AAPL) enters a major transition with John Ternus officially taking over as CEO from Tim Cook today. Meanwhile, Apple has reportedly asked a U.S. court to accelerate discovery, alleging new evidence shows OpenAI used its trade secrets and attempted to destroy evidence.Palo Alto Networks (PANW), Dell Technologies (DELL):&nbsp;Trending on Stocktwits ahead of their post-market earnings report.&nbsp;<h2 class="st-heading-2">Trending Stocks</h2>Tesla (TSLA):&nbsp;Outperformed EV peers with an 18% gain in August. Retail interest is rising amid Cybercabs hype and ahead of the September 3 Robotaxi event.AST SpaceMobile (ASTS):&nbsp;Japan’s communications ministry approved regulatory frameworks for the 700 MHz Rakuten-ASTS satellite network.Rocket Lab (RKLB): Shares were under mild pressure in early premarket trade amid a weather-induced launch delay. Cathie Wood’s ARK Invest bought 200K shares on Monday.ExxonMobil (XOM), Chevron (CVX) &amp; GE Vernova (GEV):&nbsp;Oil stocks remain in focus after the White House detailed a historic Venezuela oil agreement granting North American Blue Energy Partners 100-year field concessions.Sellas Life Sciences (SLS):&nbsp;Retail traders brace for an “<a href="https://stocktwits.com/news-articles/markets/equity/sls-ibrx-eli-lilly-deal-retail-bracing-acquisitions-rampage/cZsoBODRJt1">M&amp;A rampage</a>” following Eli Lilly’s $2.9B deal for Merida Bio. The biopharma is preparing the final analysis of its Phase 3 REGAL trial for galinpepimut-S in acute myeloid leukemia following the 80th event, while topline data from its Phase 2 SLS009 trial is expected in Q4.&nbsp;Robinhood (HOOD):&nbsp;Shares rose 3% in early premarket trade after CEO Vlad Tenev announced Robinhood Banking crossed $4B in assets and launched Agentic Trading for crypto.Uber (UBER): Initiated with a Buy rating and $100 price target at Rosenblatt, with analysts&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/uber-stock-rises-overnight-rosenblatt-calls-uber-a-durably-compounding-platform-sees-32-upside/cZsoQi7RJtY">citing</a> that its recent weakness has created an attractive entry point into a high-quality compounding platform.&nbsp;NIO Inc. (NIO): Shares are in focus ahead of&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nio-q2-print-back-to-back-monthly-delivery-declines/cZsoOr5RJt8">Q2 earnings</a> after Onvo brand deliveries dropped 46.4% year-over-year.Take-Two Interactive (TTWO):&nbsp;GTA 6 leaks continue ahead of the game’s November 19 launch.&nbsp;Other tickers trending on&nbsp;Stocktwits&nbsp;at the time of writing included Capricor Therapeutics (CAPR), Amazon (AMZN), Alphabet (GOOGL), and Oklo (OKLO).<h2 class="st-heading-2">What Else To Watch Tuesday</h2>On the economic front, investors will watch the release of the S&amp;P Global Final Manufacturing Purchasing Managers' Index (PMI) at 9:45 am ET, followed by the Job Openings and Labor Turnover Survey (JOLTS) and construction spending at 10:00 am ET.On the earnings front,&nbsp; ZenaTech (ZENA), Rezolve AI (RZLV), Medtronic (MDT), Heidmar Maritime (HMR), Regis Corp (RGS), among others, are scheduled to report before the bell, while MongoDB (MDB), Credo Technology (CRDO), and GitLab (GTLB) are due after the close.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com

Nasdaq, Dow, S&P 500 Futures Begin September On Weak Footing: Why NVDA, AAPL, TSLA, PANW, DELL, SLS, HUT Are In Focus

U.S. stock futures were lower early Tuesday as investors kicked off September cautiously after a strong August.

Retail sentiment on Stocktwits remained constructive despite rising geopolitical friction: ‘bullish’ on SPY and ‘neutral’ on QQQ.


<ul class="summary-bullets"><li>Renewed U.S.-Iran strikes pushed Brent crude above $90, while investors weighed a major Venezuela oil agreement.&nbsp;</li><li>Treasury Secretary Scott Bessent also signaled that the administration could roll out new secondary sanctions on Iran.</li><li>Markets head into the final session of August with major indexes still positioned for a strong month.&nbsp;</li></ul>U.S. stock futures were subdued following fresh U.S. strikes on Iranian targets in the Strait of Hormuz, sending Brent crude past $89/bbl. President Donald Trump separately also announced what he described as a historic agreement giving the U.S. majority control over more than 65 billion barrels of proven Venezuelan oil reserves.&nbsp;Over the weekend, U.S. forces struck Iranian targets on Larak Island in the Strait of Hormuz, with Iran subsequently claiming retaliatory attacks on U.S. bases in Jordan. Treasury Secretary Scott Bessent reportedly said that the U.S. plans to unveil new secondary sanctions on Iran weekly, starting with banks tied to the regime. Keep an eye on oil stocks such as Chevron (CVX), Exxon Mobil (XOM), ConocoPhillips (COP), Shell (SHEL) and BP (BP) today.&nbsp;<h2 class="st-heading-2">August Rally Faces A Fresh Test&nbsp;</h2>Despite escalating geopolitical tensions in the Middle East, major indexes remain positioned to wrap up August with a win, with the Dow up about 2.1% for the month and on track for its fifth straight monthly gain. The S&amp;P 500 and Nasdaq are up roughly 3% and 4%, respectively.As of 4:00 a.m. ET, Nasdaq and Russell 2000 futures were flat, while S&amp;P 500 and Dow futures declined 0.1%.&nbsp;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 ‘bullish’, and <a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a>, which tracks the Nasdaq-100 Index, has remained ‘neutral’.<h2 class="st-heading-2">Tech Stocks To Watch&nbsp;</h2>Nvidia (NVDA) is pacing for an 8%+ gain for August after a stellar earnings report last week. Over the weekend, CEO Jensen Huang stated that the AI boom is bringing manufacturing back to the U.S. after decades of offshoring.Apple (AAPL):&nbsp;On retail watch as it heads into a historic leadership transition. John Ternus officially steps into the CEO role following Tim Cook’s departure today.Micron Technology (MU), SanDisk (SNDK) and SK Hynix (SKHY): Memory players remain on retail radar. Micron has already been one of August’s standout performers, with its shares up roughly 13% for the month. SanDisk and SK Hynix are also drawing attention.Intel (INTC)&nbsp;is getting an additional boost from a report that SK Hynix is considering using Intel Foundry for HBM base die production.CrowdStrike (CRWD): Riding a post-earnings surge of 20% last week, the stock remains in focus as its sold-out annual flagship Fal.Con 2026 conference kicks off today.<h2 class="st-heading-2">Trending Stocks</h2>AST SpaceMobile (ASTS):&nbsp;US Mobile’s CEO shared plans to roll out AST SpaceMobile-powered direct-to-cell coverage on its Verizon-based network during Q4.Rocket Lab (RKLB): Shares were under mild pressure following news that strong winds delayed its latest Electron rocket launch and recent SEC filings showed insider share sales totaling $2.8 million.Sellas Life Sciences (SLS):&nbsp;Shares rose 2% in early premarket trade following executive commentary on LinkedIn highlighting strong clinical expectations for its AML drug candidate ahead of final Phase 3 trial triggers.Build-A-Bear Workshop (BBW):&nbsp;Shares were under pressure last week after cutting its full-year outlook for the second time this year. However, Michael Burry noted in a weekend update that he is retaining his long position despite management’s strategy missteps.Aon (AON) &amp; KKR (KKR):&nbsp;Aon is reportedly close to acquiring USI Insurance from private-equity firm KKR in a deal valued at roughly $17 billion, including debt.Other tickers trending on&nbsp;Stocktwits&nbsp;at the time of writing included Norwegian Cruise Lines (NCLH), Hecla Mining (HL), Affirm Holdings (AFRM), and UiPath (PATH).<h2 class="st-heading-2">What Else To Watch Monday</h2>On the economic front, investors will watch U.S. Chicago PMI (August) and Dallas Fed Manufacturing Business Index (August) data. The biggest macro clue this week would be the jobs data, due Friday. This will be particularly important after Fed chief Kevin Warsh’s hawkish comments last week pushed rate-hike expectations higher.&nbsp;On the earnings front, BioLineRx (BLRX) and Science Applications International (SAIC) are scheduled to report before the bell, while Cango (CANG) is due after the close.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com

Why Are Nasdaq, S&P 500 Futures Subdued Premarket? NVDA, AAPL, INTC, CRWD, RKLB, SLS Stocks In Focus

U.S. stock futures were subdued following fresh U.S. strikes on Iranian targets in the Strait of Hormuz, sending Brent crude past $89/bbl. President Donald Trump separately also announced what he described as a historic agreement giving the U.S. majority 

Retail sentiment on Stocktwits remained constructive despite rising geopolitical friction: ‘bullish’ on SPY and ‘neutral’ on QQQ.



<ul class="summary-bullets"><li>Wall Street took a breather after Nvidia’s blockbuster earnings-fueled rally.</li><li>Investors shift attention from AI earnings to Fed Chair Kevin Warsh’s first Jackson Hole speech at 10 a.m. ET.&nbsp;</li><li>PYPL tanks premarket on reports that an Advent International and Stripe consortium abandoned its pursuit of the payments company.</li></ul>U.S. stock futures were mixed early Friday as investors digested Nvidia’s blockbuster earnings-fueled rally and looked ahead to Federal Reserve Chair Kevin Warsh’s high-stakes speech at Jackson Hole at 10:00 am ET. Traders will watch closely for hints about the Fed's policy stance ahead of the September FOMC meeting, along with broader macro signals.&nbsp; As of 4:30 a.m. ET, Nasdaq futures fell 0.3%, S&amp;P 500 futures were flat with a negative bias, while Dow and Russell 2000 futures rose 0.1%.&nbsp;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’ a day ago, and<a href="https://stocktwits.com/symbol/QQQ"> Invesco QQQ Trust (QQQ)</a>, which tracks the Nasdaq-100 Index, has moved to ‘neutral’ from ‘bearish.’<h2 class="st-heading-2">The AI Trade Faces Next Test</h2>Nvidia (NVDA):&nbsp;Shares are seeing some pressure in early premarket trading after earnings booster added roughly $453 billion in market cap in a single day on Thursday. Separately, reports indicate Nvidia recently paused its GPU revenue-sharing partnership model over potential antitrust concerns.&nbsp;Micron Technology (MU), SanDisk (SNDK) and SK Hynix (SKHY): Memory players remain in focus following Trump’s praise of Micron’s new $10 billion U.S. research lab commitment. Meanwhile, Palo Alto Networks CEO Nikesh Arora has cautioned that the memory supercycle will eventually turn cyclical.Marvell Technology (MRVL): Shares fell 8% in early premarket trade despite raising its multi-year revenue outlook, as investors focused on Q3 gross margin compression.IREN: Shares fell 6% in early premarket trade after Q4 earnings missed expectations. The former bitcoin miner turned AI-infrastructure operator highlighted its rapidly expanding AI Cloud business and roughly $4 billion in contracted 2026 ARR.&nbsp;<h2 class="st-heading-2">Trending Stocks</h2>PayPal (PYPL):&nbsp;Down over 14% in early premarket trade following reports that a private equity consortium comprising Advent International and Stripe abandoned takeover talks over valuation disagreements.Affirm Holdings (AFRM): Shares rose 12% in early premarket trade on strong Q4 earnings. The buy-now-pay-later company raised forward guidance, with CEO Max Levchin citing significant remaining “greenfield” opportunity.Take-Two Interactive (TTWO):&nbsp;Shares rose 2% in early premarket trade after Rockstar Games released an extended look at Grand Theft Auto VI, reviving retail enthusiasm as it eased anxiety surrounding recent gameplay leaks.Rocket Lab (RKLB):&nbsp;Facing pressure toward a third consecutive weekly drop after SpaceX raised regulatory objections with the FCC regarding Rocket Lab’s proposed acquisition of Iridium.Other tickers trending on&nbsp;Stocktwits&nbsp;at the time of writing included Iovance Biotherapeutics (IOVA), McDonald’s (MCD), UiPath (PATH), and Nike (NKE).<h2 class="st-heading-2">What Else To Watch Friday</h2>On the economic front, markets will look to&nbsp;the Fed Chair’s speech at Jackson Hole for clues about the longer-term rate outlook. Analysts expect Warsh to reaffirm the central bank’s inflation-fighting commitment.&nbsp;Earlier this week, July PCE inflation came in at 3.7% year over year, while core PCE was 3.3%. Several Fed officials at Jackson Hole have already warned that inflation may not be sufficiently contained and that policy may not be restrictive enough.For updates and corrections, email newsroom[at]stocktwits[dot]com

Why Are Nasdaq, S&P 500 Futures Slipping Premarket? NVDA, MU, MRVL, IREN, PYPL, RKLB Stocks In Focus

U.S. stock futures were mixed early Friday as investors digested Nvidia’s blockbuster earnings-fueled rally and looked ahead to Federal Reserve Chair Kevin Warsh’s high-stakes speech at Jackson Hole at 10:00 am ET. Traders will watch closely for hints abo

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


IREN Limited

Marvell Technology Inc

Micron Technology Inc

PayPal Holdings Inc

<ul class="summary-bullets"><li>Nvidia’s $108 billion revenue forecast reignited enthusiasm around the AI trade.&nbsp;</li><li>The tech rally spread across memory, software and cybersecurity stocks in premarket trade.</li><li>Thursday’s weekly jobless claims come ahead of Kevin Warsh’s first Jackson Hole speech as Fed chair on Friday, keeping rates and inflation firmly in focus.&nbsp;</li></ul>U.S. stock futures rose early Thursday after Nvidia delivered another blockbuster quarter, giving the AI trade a fresh shot of adrenaline.&nbsp;As of 4:30 a.m. ET, Nasdaq futures rose 1%, S&amp;P 500 futures gained 0.5%, Dow futures rose 0.1%, while Russell 2000 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 moderated 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 remained ‘bearish.’<h2 class="st-heading-2">Nvidia Reignites The AI Trade</h2>Nvidia (NVDA)&nbsp;shares shot up 7% in early premarket trade after guiding Q3 revenue of $108B, without assuming any Data Center compute revenue from China. CEO Jensen Huang brushed off competition and supply constraints while confirming Vera Rubin shipments and a $12.9B deal to acquire Hugging Face.Micron Technology (MU), SanDisk (SNDK) and SK Hynix (SKHY): Memory stocks are getting a direct Nvidia boost after the chipmaker indicated that memory supply has become a major constraint on its growth ambitions and increased its purchase commitments.Salesforce (CRM): Shares jumped about 12% in early premarket trade after the company beat expectations. CEO Marc Benioff pushed back hard against the “SaaSpocalypse” narrative, saying that AI agents are actually driving greater usage of Salesforce.CrowdStrike (CRWD): The cybersecurity stock surged more than 8%in early premarket trade after reporting what management called its “best quarter: in company history.&nbsp;Marvell Technology (MRVL): Marvell is in focus ahead of earnings Thursday, with investors looking for another read-through on AI networking and custom silicon demand.Okta (OKTA): Shares surged 18% premarket on back of strong Q2 earnings.Meta Platforms (META) remains under mild pressure after it announced an $18B youth safety settlement with U.S. states in the teen addiction trial. Morningstar expects only a marginal hit to teen usage and little revenue impact from the new restrictions from proposed changes to Meta’s apps.<h2 class="st-heading-2">Trending Stocks</h2>Rocket Lab (RKLB):&nbsp;Five executives sold roughly $5.5 million of stock, although filings indicate the transactions were primarily sell-to-cover trades tied to vested stock awards.&nbsp;Wendy's (WEN) stock&nbsp;plunged more than 12% after a report said Nelson Peltz’s Trian Fund Management was not planning a take-private bid. Retail chatter on Stocktwits indicates that the stock could still be a short-squeeze candidate.AeroVironment (AVAV): The defense stock is in focus after receiving a $51 million U.S. Army order ahead of its September earnings report.Solar Stocks (ENPH, FSLR, ARRY, SEDG): Rising premarket after President Donald Trump signed an executive order restricting certain foreign-made equipment used in the U.S. bulk-power system. The move could benefit domestic and non-Chinese suppliers of grid and energy equipment.&nbsp;Other tickers trending on&nbsp;Stocktwits&nbsp;at the time of writing included Intel (INTC), Abercrombie (ANF), Bitmine Immersion (BMNR), and Novo Nordisk (NVO).<h2 class="st-heading-2">What Else To Watch Thursday</h2>On the economic front, investors will watch the release of weekly jobless claims, the advance U.S. trade balance in goods, and retail and wholesale inventories at 8:30 am ET.&nbsp;On Wednesday, data showed that the economy is still growing: second-quarter GDP came in at 1.5% annualized, and consumer spending rose 0.2% in July. But inflation remained above the Fed’s target, while the housing market is showing signs of strain.&nbsp;Markets will look to Fed Chair Kevin Warsh’s speech at Jackson Hole on Friday for clues about the longer-term rate outlook.&nbsp;On the earnings front,&nbsp; Hyperliquid Strategies Inc. (PURR), Best Buy Co. Inc. (BBY), Canadian Solar Inc (CSIQ), Dollar General Corp (DG), Marvell Technology Inc (MRVL), IREN Ltd. (IREN), Affirm Holdings Inc - Ordinary Shares - Class A (AFRM), SentinelOne Inc - Ordinary Shares - Class A (S), and Ulta Beauty (ULTA) are among those reporting today.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com

Why Are Nasdaq, S&P 500 Futures Soaring Premarket? NVDA, MU, MRVL, OKTA, CRM, WEN, RKLB Stocks In Focus

U.S. stock futures rose early Thursday after Nvidia delivered another blockbuster quarter, giving the AI trade a fresh shot of adrenaline.

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


Salesforce Inc

Okta Inc

Wendy's Co

<ul class="summary-bullets"><li>Nvidia reports after the bell Wednesday, as investors look for evidence that the AI spending boom can sustain its torrid pace.&nbsp;</li><li>July PCE inflation, preliminary Q2 GDP and durable goods orders are due at 8:30 a.m. ET, giving investors fresh clues on inflation, growth and the Federal Reserve's next move.&nbsp;</li><li>Easing oil prices and hopes for a temporary Strait of Hormuz corridor offer some support.</li></ul>U.S. stock futures were marginally lower early Wednesday as traders brace for an earnings report from AI bellwether Nvidia, as well as a heavy macro data drop, including the July PCE price index and Q2 GDP revisions.&nbsp;As of 4:00 a.m. ET, Nasdaq futures fell 0.2%, S&amp;P 500 futures declined 0.1%, while Dow and Russell 2000 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, and<a href="https://stocktwits.com/symbol/QQQ"> Invesco QQQ Trust (QQQ)</a>, which tracks the Nasdaq-100 Index, has remained ‘bearish.’In the geopolitical arena, Iran has resumed talks with Oman over access through the Strait of Hormuz, raising hopes that the critical shipping route could eventually reopen. Trump administration has also reportedly indicated that no new strikes against Iran are expected for now.&nbsp; Brent crude fell more than 2% on Wednesday, while the 10-year Treasury yield slipped to about 4.63%.&nbsp;<h2 class="st-heading-2">Tech Radar</h2>Nvidia (NVDA):&nbsp;Chip giant Nvidia takes center stage after the closing bell, with Wall Street expecting revenue of about $92.18 billion, nearly double the year-ago figure. This earnings report comes amid emerging custom-chip competition from OpenAI’s new “Jalapeno” inference processor. A Stocktwits poll puts the expected post-earnings move at roughly 5%-7%.&nbsp;Meta Platforms (META):&nbsp;Reports suggest that Meta and state attorneys general have discussed a possible settlement in the blockbuster teen social-media addiction case. Future Fund Managing Director Gary Black believes that a multibillion-dollar settlement could ultimately be viewed positively by investors if it removes a major legal overhang.Intuit (INTU)&nbsp;shares fell 11% in early premarket trade after issuing weak FY27 guidance and admitting high pricing friction on TurboTax is driving away quality DIY customers toward cheaper competitors.&nbsp;ServiceNow (NOW), Adobe (ADBE) and Salesforce (CRM) also slipped in early premarket trade on concerns about pricing pressure and AI disruption across software.&nbsp;Cerebras (CBRS) is gaining retail attention after Cathie Wood’s ARK Invest bought an additional $17.3M of stock amid its post-IPO pullback.&nbsp;<h2 class="st-heading-2">Trending Stocks</h2>Tesla (TSLA):&nbsp;Tesla's Terafab project has entered the agreement phase of Texas' Jobs, Energy, Technology and Innovation program, while attention is also building around the company's new Semi factory.SpaceX (SPCX): Is reportedly planning a massive new Starship launch base in Louisiana. Meanwhile, as it winds down its final Falcon 9 Starlink mission, it has put&nbsp;Rocket Lab (RKLB), AST SpaceMobile (ASTS) and Intuitive Machines (LUNR) back on the radar.&nbsp;Sellas Lifesciences (SLS) &amp; Immunitybio (IBRX)&nbsp;remain on retail watchlists after disclosures showed the Virginia Retirement System (15th-largest U.S. pension fund) holds a stake in these biotechs.Energy Fuels (UUUU):&nbsp;Nuclear and uranium plays are rallying after the Trump administration submitted a civil nuclear energy agreement with Saudi Arabia to Congress.&nbsp;Critical Minerals (CRML):&nbsp;Rare-earth names are soaring following a $1.55B Trump administration package to strengthen domestic critical mineral supply chains.&nbsp;Dick's Sporting Goods (DKS) is attempting to stabilize in early premarket trade after Tuesday’s rout following a cut to its annual outlook. Several analysts have subsequently lowered price targets.Other tickers trending on&nbsp;Stocktwits&nbsp;at the time of writing included Paramount Skydance (PSKY), Uber Technologies (UBER), FuelCell Energy (FCEL), and Capricor Therapeutics (CAPR).<h2 class="st-heading-2">What Else To Watch Wednesday</h2>On the economic front, investors will watch for the release of the Personal Consumption Expenditures Price Index (PCE), GDP Report, and durable goods orders at 8:30 am ET.&nbsp; Dow Jones economists expect personal income to rise 0.2% in July and consumer spending to increase 0.1%. Markets will look to Fed Chair Kevin Warsh’s speech at Jackson Hole on Friday for clues about the longer-term rate outlook.&nbsp;Richmond Fed President Tom Barkin speaks at 11:45 a.m. ET, following recent remarks warning of a future "reckoning" if public debt continues past $40 trillion.On the earnings front,&nbsp; Castor Maritime Inc (CTRM), Kohl's Corp. (KSS), UP Fintech Holding Ltd - ADR (TIGR), Abercrombie &amp; Fitch Co. - Ordinary Shares - Class A (ANF), Salesforce Inc (CRM), CrowdStrike Holdings Inc - Ordinary Shares - Class A (CRWD), and Okta Inc - Ordinary Shares - Class A (OKTA) are among those reporting today.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com

Why Are Nasdaq, S&P 500 Futures Slipping Premarket? NVDA, INTU, CRWD, CRM, CRML, SLS Stocks In Focus

U.S. stock futures were marginally lower early Wednesday as traders brace for an earnings report from AI bellwether Nvidia, as well as a heavy macro data drop, including the July PCE price index and Q2 GDP revisions.

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


Critical Metals Corp.

Intuit Inc

SELLAS Life Sciences Group Inc

<ul class="summary-bullets"><li>Investors monitor Treasury Secretary Scott Bessent’s “zero leakage” strategy against Iran and rising long-term borrowing costs.&nbsp;</li><li>Consumer confidence and new-home sales are due Tuesday, followed by PCE inflation, GDP and Nvidia earnings Wednesday, with Fed Chair Kevin Warsh’s Jackson Hole speech looming Friday.</li><li>Nvidia retail traders remain bullish on the chipmaker ahead of Wednesday’s earnings.</li></ul>U.S. stock futures were marginally higher early Tuesday after the selloff in the previous session. Investors are treading cautiously ahead of crucial inflation and GDP data, as well as Nvidia’s high-stakes earnings report tomorrow.&nbsp;On Monday,&nbsp; U.S. Treasury Secretary Scott Bessent said Washington will pursue a “zero leakage” strategy on Iran sanctions, targeting digital assets and trade networks. The administration has dubbed the effort “Operation Economic Outcast,” raising pressure on countries and businesses that continue to facilitate Iranian trade.&nbsp;Meanwhile, Bessent's push to increase long-duration bond buybacks has drawn criticism from billionaire investor and his former mentor, Stanley Druckenmiller. He labeled it a policy mistake, saying it was more like an attempt to suppress long-term borrowing costs than to manage liquidity.&nbsp;As of 4:00 a.m. ET, Nasdaq futures rose 0.5%, S&amp;P 500 futures and Russell 2000 futures were up 0.2%, and Dow futures gained 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, 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">Nvidia Leads Tech Rebound&nbsp;</h2>Nvidia (NVDA)&nbsp;shares rose nearly 1% in early premarket trade, on track to snap its 7-day decline ahead of its Wednesday earnings report. Over 70% of Stocktwits polled retail investors still anticipate a “beat and raise.”&nbsp; Semiconductor names including AMD, Broadcom, Micron and SanDisk&nbsp;also rebounded in early premarket trade.&nbsp;Alibaba (BABA) extended losses in early premarket trade after reportedly completing a $10.2 billion follow-on share offering. CEO Eddie Wu and Chairman Joseph Tsai bought more than 1 million shares combined overnight.&nbsp;Meta Platforms (META):&nbsp;Meta is reportedly preparing to launch a consumer AI agent called Hatch within weeks and is targeting October for its next AI model.Alphabet (GOOGL):&nbsp;YouTube Premium is getting more expensive for subscribers across Europe and Asia, with some plans increasing by nearly 17%.<h2 class="st-heading-2">AI Infrastructure Stocks Draw Fresh Attention&nbsp;</h2>Gorilla Technology (GRRR):&nbsp;Shares cracked nearly 10% in early premarket trade even after raising its 2026 revenue guidance above $200 million and issuing an aggressive FY27 sales target of $450M–$500M.Nebius (NBIS):&nbsp;The AI cloud operator closed an upsized $5.75 billion convertible senior notes offering to fund data center expansion and GPU procurement.&nbsp;&nbsp;Navitas Semiconductor (NVTS) rose over 2% in early premarket trade after agreeing to acquire power-management firm Claros for up to $232.8 million to advance its data center power architecture.<h2 class="st-heading-2">Trending Stocks</h2>Tesla (TSLA):&nbsp;The EV maker remains on the retail radar after raising the U.S. price of its Cybertruck Premium AWD by $5,000 amid a sales slump.SpaceX (SPCX): Regulatory filings disclosed that President Donald Trump acquired a stake in the company. Meanwhile, Elon Musk said SpaceX and Nvidia are developing a space-optimized Vera Rubin NVL72 system for orbital AI computing, with the first launch targeted for the fourth quarter of 2027.&nbsp;Bloom Energy (BE)&nbsp;shares rose 5% in early premarket trade after disclosures that former House Speaker Nancy Pelosi acquired shares in late July. She also disclosed a new position in chipmaker Intel (INTC).ImmunityBio (IBRX):&nbsp;Extended a multi-day decline despite its founder teasing new clinical trials utilizing radioisotopes targeting cancer cells.Sellas Life Sciences (SLS):&nbsp;The biotech remains a retail favorite ahead of a key acute myeloid leukemia trial readout, with traders watching whether the stock can challenge the roughly $15.45-$15.88 resistance zone.AeroVironment (AVAV): The defense-drone maker is in focus after announcing plans to invest $100 million in a new unified campus in Southern California.<h2 class="st-heading-2">Bitcoin Clears $80,000 As Crypto Risk Appetite Returns&nbsp;</h2>Bitcoin&nbsp;surged past $80,000 on Tuesday as renewed inflows into spot bitcoin ETFs and improving risk appetite extended the cryptocurrency’s recent rally. Keep an eye on Strategy (MSTR), Coinbase (COIN), Bitmine (BMNR), and Hyperliquid (PURR), among others.&nbsp;Other tickers trending on&nbsp;Stocktwits&nbsp;at the time of writing included Broadcom (AVGO), Starbucks (SBUX), WeRide (WRD), and GameStop (GME).<h2 class="st-heading-2">What Else To Watch Tuesday</h2>On the economic front, investors will be watching for the release of new home sales and consumer confidence data.On the earnings front, Nano X Imaging Ltd (NNOX), Dicks Sporting Goods, Inc. (DKS), Bank of Montreal (BMO), Zoom Communications Inc. - Ordinary Shares - Class A (ZM), Intuit Inc (INTU), and Semtech Corp. (SMTC) are among those reporting today.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com

Why Are Nasdaq, S&P 500 Futures Rising Premarket? NVDA, TSLA, BE, GRRR, NVTS, NBIS, SLS, MSTR Stocks In Focus

U.S. stock futures were marginally higher early Tuesday after the selloff in the previous session. Investors are treading cautiously ahead of crucial inflation and GDP data, as well as Nvidia’s high-stakes earnings report tomorrow.

Why Are Nasdaq, S&P 500 Futures Rising Premarket? NVDA, TSLA, BE, GRRR, NVTS, SLS, MSTR Stocks In Focus

Bloom Energy Corp - Ordinary Shares - Class A

Strategy

Nebius Group N.V.

Navitas Semiconductor Corp

SpaceX

<ul class="summary-bullets"><li>U.S. Treasury Secretary Scott Bessent is expected to unveil what he has called the “toughest sanctions in history” against Iran on Monday.</li><li>A renewed U.S.-Canada trade fight adds to market uncertainty.&nbsp;</li><li>Gold extended its rally, while crude prices moved lower despite the geopolitical backdrop.&nbsp;</li></ul>U.S. stock futures were lower early Monday as Treasury Secretary Scott Bessent prepared to announce new Iran sanctions, while U.S.-Canada trade talks collapsed into 50% tariff retaliations.&nbsp;Bessent has reportedly scheduled a press conference for 2:00 PM ET to detail economic measures against Iran. Iranian Foreign Minister Abbas Araqchi, meanwhile, has warned that support for the sanctions could amount to an act of war and has threatened retaliation against oil shipping routes. Gold has risen to $4,700 per ounce for the first time in over three months. U.S. crude futures slid more than 2% to $85.23/bbl, the lowest in four sessions.&nbsp;Meanwhile, trade negotiations with Canada collapsed over the weekend, with the U.S. imposing new 50% tariffs on roughly $20 billion of Canadian goods. Canada has threatened dollar-for-dollar retaliation.As of 4:00 a.m. ET, Nasdaq futures fell 0.8%, S&amp;P 500 futures were down 0.3%, while Dow and Russell 2000 futures were down 0.1%.&nbsp;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 dipped into ‘bearish’ territory.’<h2 class="st-heading-2">What To Watch This Week&nbsp;</h2>The market's attention will shift to two potentially bigger catalysts later this week: Nvidia's earnings report on Wednesday and the Jackson Hole Economic Symposium in the latter half of the week, with Fed Chair Kevin Warsh scheduled to speak on Aug. 28 at 10 a.m. ET.Investors will also monitor July PCE inflation, durable-goods data, second estimate of Q2 GDP, weekly jobless claims, trade data and inventories through the week.&nbsp;<h2 class="st-heading-2">Tech Radar&nbsp;</h2>Nvidia (NVDA)&nbsp;has reportedly informed customers of hardware price hikes of over 15% due to rising memory costs. Other reported catalysts include a $6 billion licensing deal with Poolside and potential participation in a $30 billion valuation round in Perplexity. These triggers come ahead of the AI bellwether’s much-awaited earnings report this week.Alibaba (BABA)&nbsp;shares fell 4% in early premarket trading after announcing a $10.2 billion equity raise over the weekend to fund AI infrastructure. Michael Burry remained skeptical about the fundraise, adding that he previously flipped his Alibaba position into JD and would not move back into BABA unless the stock falls by roughly half.&nbsp;Marvell Technology (MRVL): The chipmaker remains on retail radar after its agreement with Google. Investors expect its Thursday earnings report to offer another read on demand for AI infrastructure.&nbsp; Applied Optoelectronics (AAOI):&nbsp;Shares fell 13% in early premarket trade after filing a $600 million at-the-market (ATM) equity offering to fund manufacturing expansion for AI data center optical transceivers.<h2 class="st-heading-2">Trending Stocks</h2>SpaceX (SPCX): Elon Musk mapped out plans to wind down the Falcon program to focus resources on Starship. Meanwhile, DZ Bank initiated a rare 'Sell' with a $100 price target. Cathie Wood’s ARK bought into SpaceX shares on Friday.&nbsp;Rocket Lab (RKLB): The company initiated flight-like testing on its "Hungry Hippo" fairing mechanism ahead of the Neutron rocket debut.Sellas Life Sciences (SLS):&nbsp;Shares gained 2% in early premarket as traders reacted to reports that its REGAL Phase 3 AML trial may have reached the 80th event required for final analysis. Retail sentiment, however, remains split.Eli Lilly (LLY)&nbsp;has launched its oral weight-management pill, Foundayo, in the UK, marking its first European market entry at a price point below injectable alternatives.Paramount Skydance (PSKY): CEO David Ellison and California Attorney General Rob Bonta are expected to meet Monday as Paramount tries to resolve an antitrust lawsuit threatening its proposed Warner Bros. Discovery deal.&nbsp;Other tickers trending on&nbsp;Stocktwits&nbsp;at the time of writing included Broadcom (AVGO), Coreweave (CRWV), Applied Digital (APLD), and Boeing (BA).<h2 class="st-heading-2">What Else To Watch Monday</h2>On the earnings front, Gorilla Technology (GRRR), PDD Holdings (PDD), and Newegg Commerce (NEGG) are among those reporting today.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com

Why Are Nasdaq, S&P 500 Futures Falling Premarket? NVDA, BABA, PSKY, SLS, AAOI, SPCX, RKLB Stocks In Focus

U.S. stock futures were lower early Monday as Treasury Secretary Scott Bessent prepared to announce new Iran sanctions, while U.S.-Canada trade talks collapsed into 50% tariff retaliations.