<ul class="summary-bullets"><li>The S&amp;P 500 ended Monday 0.1% lower, the Nasdaq 100 fell 0.7%, and the Dow Jones Industrial Average added 0.4%.</li><li>Salesforce earned a double upgrade from Bank of America (BofA).</li><li>Meta launched its newest AI model on Monday.</li></ul>The S&amp;P 500 and Nasdaq 100 ended lower on Monday, pulled down by weakness in chipmaker stocks as investors prepare for earnings season, which begins with banking results for the quarter ending September.&nbsp;The S&amp;P 500 ended Monday 0.1% lower, the Nasdaq 100 fell 0.7%, and the Dow Jones Industrial Average added 0.4%. The Russell 2000, which tracks small-cap stocks, ended 0.5% lower.The&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY) fell 0.1%, the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF</a> (DIA) added 0.4%, and the Nasdaq-100 tracking&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust</a> (QQQ) eased 0.8%.&nbsp;Meanwhile, the VanEck Semiconductor ETF (<a href="https://stocktwits.com/symbol/SMH">SMH</a>) and the iShares Semiconductor ETF (SOXX)&nbsp;fell 2.5% to 3%, tracking weakness in Nvidia (NVDA), Advanced Micro Devices (AMD), Intel (INTC), and Micron Tech (MU). The broader Vanguard Information Technology ETF (VGT) fell 1.1%.Retail sentiment on Stocktwits for QQQ, SPY, and DIA was ‘bullish’ with ‘high’ message volumes.<h2 class="st-heading-2">US Market Drivers</h2><div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col></colgroup><tbody><tr><td>Index</td><td>Move</td><td>Close</td></tr><tr><td>Dow Jones Industrial Average</td><td>0.4%</td><td>51,850.55&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</td></tr><tr><td>S&amp;P 500</td><td>-0.1%</td><td>7,807.24&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</td></tr><tr><td>Nasdaq 100</td><td>-0.7%</td><td>30,664.70&nbsp;&nbsp;</td></tr></tbody></table></figure></div>The tech-heavy index faced pressure after Micron Technology (MU) shares fell 3.9%, driven by market concerns about advancements at China’s CXMT regarding its next-generation chip architecture. Conversely, the Dow gained momentum as Salesforce (CRM) advanced 2% after a double upgrade from Bank of America (BofA).Elsewhere, crude futures rallied following President Donald Trump’s weekend announcement of an "energy ceasefire" between Russia and Ukraine, which Ukrainian President Volodymyr Zelenskyy subsequently claimed Moscow had broken. U.S. WTI crude climbed 2.1% to settle at $93.74 a barrel, while Brent crude added 1.8% to reach $106.65 per barrel.Going forward, investors will focus on the upcoming earnings season to gauge the future course around the AI buildout, hyperscaler capex spending, and the impact of higher interest rates and inflation on corporate wallets.&nbsp;“Growth has been powerful enough to keep valuations in check and allow investors to look past higher yields, interest rates and inflation,” Bret Kenwell at eToro told Bloomberg. . “Another strong quarter could reinforce the bull narrative intact into year-end, while a disappointment could catalyze a broader pullback.”&nbsp;Big banks like JPMorgan, Morgan Stanley and Wells Fargo kick off the earnings season this week.&nbsp;<h2 class="st-heading-2">Key Trending Stocks</h2>Meta Platforms Inc.(META) launched its newest artificial intelligence model on Monday, marking a milestone in Chief Executive Officer Mark Zuckerberg’s 14-month effort to rebuild the company's AI capabilities and compete with market leaders.&nbsp;Microsoft (MSFT) is ramping up its push into homegrown AI chips, unveiling plans to deploy its Azure Maia systems at scale from next year, as the technology giant looks to cut costs and reduce its dependence on external chipmakers amid surging AI demand.&nbsp;Chipotle Mexican Grill (CMG) shares drew significant investor attention on Monday after Starbucks (SBUX) explicitly denied plans to acquire the burrito chain, following last week’s Financial Times report that the coffee giant had explored a potential takeover.&nbsp;Bumble Inc. (BMBL) shares jumped 50% on Monday after reports that the dating-app company is in advanced talks to be taken private at a valuation of roughly $1 billion, while shares of rival and Tinder parent Match Group (MTCH) edged 1% higher.&nbsp;Snap Inc. (SNAP) share price jumped for the sixth straight session after derivatives traders made bold bets on the Snapchat parent, pouring capital into bullish call options as the social media company's stock shows fresh momentum.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Traders work on the floor of the New York Stock Exchange during morning trading on September 14, 2026. (Photo by Michael M. Santiago/Getty Images)

S&P 500, Nasdaq 100 End Lower On Chipmaker Weakness, While Salesforce Gains Aid Dow — META, MSFT, BMBL, CRM, SNAP In Focus

The S&P 500 and Nasdaq 100 ended lower on Monday, pulled down by weakness in chipmaker stocks as investors prepare for earnings season, which begins with banking results for the quarter ending September.

Equity

Wall Street’s biggest banks, including JPMorgan, Morgan Stanley, and Wells Fargo, will report earnings this week. 


Bumble Inc

Salesforce Inc

SPDR Dow Jones Industrial Average ETF

iShares Core S&P 500 ETF

Microsoft Corp

Micron Technology Inc

NVIDIA Corp

Invesco QQQ Trust Series 1

VanEck Semiconductor ETF

iShares Semiconductor ETF

SPDR S&P 500 ETF Trust

Vanguard Information Technology ETF

Vanguard S&P 500 ETF

Stock Market Today, Oct. 12: Iren Surges on Reports of Anthropic Cloud Services Deal

Iren Limited (NASDAQ:IREN), a vertically integrated AI cloud and data center operator, closed at $34.80, down 1.11%. Shares moved after early morning reports that Anthropic signed a multiyear cloud services agreement with Iren. Investors are watching AI infrastructure demand and...

IREN Limited

GameStop Stock Hits a New 52-Week High: What's Going On?

GameStop Corp. (NYSE: GME) shares are rising Monday to a fresh 52-week high. Here's what you need to know.read more...

GameStop Corp

<ul class="summary-bullets"><li>Regna AI’s platform will support intelligence gathering, threat assessment, and mission planning.</li><li>The company will focus on sovereign AI, allowing governments to control their models.</li><li>Regna AI expands Ondas and Palantir’s collaboration with World View in March.</li></ul>Ondas (ONDS) was in the spotlight on Monday after the counter-drone technology company partnered with Palantir Technologies (PLTR) to launch an AI company serving defense customers.The companies launched Regna AI, which they claim is designed to help governments and businesses carry out complex missions. Regna AI will develop specialized AI models for military missions involving drones, surveillance balloons, ground vehicles and unmanned vessels. Regna AI will operate as a standalone private company.<a class="mention" data-mention="$ONDS" data-symbol-id="ONDS" href="https://stocktwits.com/symbol/ONDS" target="_blank">ONDS shares</a> were up around 1% at the time of writing, on track to snap a four-session losing streak. Meanwhile, <a href="https://stocktwits.com/symbol/PLTR">PLTR shares</a> edged 1% lower and are on track to reverse a five-session winning streak.<h2 class="st-heading-2">What Will Regna AI Do?</h2>Regna AI’s platform will support intelligence gathering, threat assessment and mission planning, though human operators will be responsible for approving decisions. The company will focus on sovereign AI, enabling governments to control their models, sensitive information, and computing infrastructure rather than relying entirely on external technology providers.Ondas CEO Eric Brock said governments should not have to depend on AI infrastructure they cannot control, adding that Regna AI could become an important platform for U.S. and allied defense organizations.“Regna AI combines open-weight models, customer-controlled mission data, and Palantir’s operational platform to give defense organizations control over the AI that supports their missions,” said Brock.<h2 class="st-heading-2">Expansion Of World View Deal</h2>The launch expands Ondas and Palantir’s <a href="https://stocktwits.com/news-articles/markets/equity/ondas-to-get-palantir-s-support-to-boost-its-autonomous-defense-systems/cZduP0cRI9J/amp">collaboration</a> with World View to connect drones, ground systems, and high-altitude surveillance platforms through AI.The partnership introduced SkyWeaver, an AI-powered system for processing surveillance data in ways closer to military operations, including in areas with limited connectivity. Regna AI will build on this existing collaboration using Palantir’s Artificial Intelligence Platform (AIP) to develop specialized AI models for defense missions.Regna AI plans to begin with military surveillance before expanding into security, critical infrastructure, and industrial operations.<h2 class="st-heading-2">Defense Orders Surge</h2>The announcement comes as Ondas continues to secure major defense orders. Last week, the company <a href="https://stocktwits.com/news-articles/markets/equity/onds-stock-jumps-on-56-m-esad-order-citizens-sees-nearly-2-x-upside-calls-ondas-a-dynamic-player/cZDpyvJRBj3">announced</a> a $56 million contract to supply equipment used to safely arm and activate weapons for a European military drone program.Two days later, Ondas <a href="https://stocktwits.com/news-articles/markets/equity/ondas-adds-another-165-m-to-its-order-book-putting-revenue-conversion-in-focus/cZDvQ54RBm8">reported</a> securing more than $165 million in new orders between mid-August and October 1, including the $56 million deal. This brought its total new orders since June 30 to over $270 million, covering counter-drone systems, surveillance equipment and precision-strike technology.The company also reported a backlog of about $613 million at the end of June.<h2 class="st-heading-2">Retail’s Take On ONDS</h2>Retail sentiment on Stocktwits surrounding ONDS turned ‘neutral’ from ‘bullish’ over the past 24 hours, amid ‘high’ message volumes.One bullish user said the Palantir partnership and launch of Regna AI could help Ondas stand out from its competitors.<stembedurl>https://stocktwits.com/ONDSfudDESTROYER/message/666265491</stembedurl>ONDS shares are down around 38% so far this year.Also read:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/red-cat-unveils-new-long-endurance-military-drone-forms-new-division/cZxIQtMRB8e">Red Cat Unveils New Long-Endurance Military Drone, Forms New Division – Retail Believes RCAT Stock Is A Long-Term Play</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A smartphone displays the logo of Ondas Holdings Inc. (Photo illustration by Cheng Xin/Getty Images)

Ondas, Palantir Partner To Launch New AI Company For Defense Missions – Everything To Know About Regna AI

Regna AI will develop specialized AI models for military missions involving drones, surveillance balloons, ground vehicles and unmanned vessels.

Ondas Inc

Palantir Technologies Inc

<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

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 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’.


AST SpaceMobile Inc

Defiance Daily Target 2X Long IREN ETF

NIO Inc

SELLAS Life Sciences Group Inc

WF Holding Limited Ordinary Shares

<ul class="summary-bullets"><li>Trump's support among his own Republicans fell to 73% from 82% a week earlier, the report said.</li><li>Meanwhile, media reports have also alleged that a new hacking group has claimed to have stolen data on over 3,000 Trump Mobile customers.&nbsp;</li><li>Trump has spoken about further tax cuts, lower housing and health-care costs if his party wins the majority in the upcoming midterm elections slated for early November.&nbsp;</li></ul>Shares of Trump Media &amp; Technology Group Corp. (DJT) have been on a slippery slide this year, down more than 37% year-to-date, pressured by President Donald Trump’s slipping approval ratings ahead of the midterm elections and a reported data leak linked to his mobile business.&nbsp;According to a Reuters report, Trump's approval rating has slipped to the lowest level of his political career, even as the president grapples with affordability amid rising bond yields, soaring energy prices, and a steep cost of living due to the Iran war.&nbsp;Meanwhile, media reports have also alleged that a new hacking group has claimed to have stolen data on over 3,000 Trump Mobile customers.&nbsp;DJT stock closed more than 3% lower on Monday and is on track for a third month of declines if the losses hold.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261006_123040529_a1fa074b17.png" alt="koyfin_20261006_123040529.png" width="2400" height="1500"></figure><h2 class="st-heading-2">Trump’s Popularity Is Slipping</h2>A Reuters/Ipsos poll completed on Sunday showed that the president’s approval rating was down to 32% as voters seemingly leaned away from supporting Republicans in the ​upcoming Nov. 3 midterm elections. The poll surveyed 1,277 U.S. adults with a 3-point margin of error.Trump’s approval rating was at 35% last week, while in January ⁠2025, soon after he was sworn in for his second term as the 47th president of the United States, his approval rating stood at 47%, as per Reuters.&nbsp;Meanwhile, Trump's support among his own Republicans fell to 73% from 82% a week earlier.The poll indicated growing Republican dissatisfaction with Trump’s handling of inflation, with 51% disapproving versus 44% approving. Just 34% approved of his handling of the Iran war, while 82% expect the conflict to last an extended period, raising concerns about fuel prices and inflation.&nbsp;Meanwhile, Democrats held an 8-point advantage over Republicans, 43% to 35%, in congressional voting preferences.&nbsp;The poll indicated that Trump’s strongest point among Republicans was on immigration, with 79% approving, but his overall immigration approval was at 36%.&nbsp;Another&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://apnews.com/article/rural-voters-trump-immigration-deportations-midterms-poll-b03eea8538b024fd02f5fb52e811738b">poll</a> from the Associated Press-KFF survey of more than 2,000 rural voters in August found that they were divided on Trump’s immigration crackdown, with about one third saying the administration’s immigration enforcement had been positive for their community and another third saying it had been negative. The remaining said it had no impact.<h2 class="st-heading-2">Trump’s Midterm Promises&nbsp;</h2>Trump has spoken about further tax cuts, lower housing and health-care costs if his party wins the majority in the upcoming midterm elections.&nbsp;The president has also promised a $5,000 “Trump dividend” for every American adult if Republicans retain both chambers of Congress, a move that could cost the government more than $1 trillion.&nbsp;<h2 class="st-heading-2">Mobile Data Leak Adds Further Pressure On DJT Stock</h2>Meanwhile, Straight Arrow News and PCMag Australia&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://san.com/cc/trump-mobiles-latest-problem-hackers-just-released-customer-information/">reported</a> that a new hacking group called BYOD claimed responsibility for accessing a file containing the personal data of 3,615 Trump Mobile customers.&nbsp;“Trump Mobile was informed they had been breached, they then replied with ‘We have no team to handle this' and that anyone who hacks them [is] a terrorist,” BYOD reportedly said on their website.&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://au.pcmag.com/wireless-carriers/120252/hackers-we-stole-data-from-3615-trump-mobile-customers">PCMag’s report</a> said that three people whose data had been breached confirmed to PCMag that they had interacted with Trump Mobile in the past. The group also reportedly told the outlet that it has "live access to the dashboard," meaning TrumpMobile.com.<h2 class="st-heading-2">DJT Stock: Retail Stance</h2>On Stocktwits, retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/DJT">DJT stock</a> was ‘extremely bullish’ at the time of writing amid ‘low’ message volumes.&nbsp;One user&nbsp;<a href="https://stocktwits.com/tikibar51/message/665813315">said</a>, “$DJT Trump is campaigning in States that the GOP will win and sending Vance to states the GOP will lose such as Alaska. Then when the Senate flips Red he can say it was because he did not campaign in those states.”Another user noted the falling approval ratings and the possibility that the Democrats would likely seize the House and quite possibly the Senate in the upcoming election,&nbsp;<a href="https://stocktwits.com/flywithfitz81/message/665823755">saying</a> that they hope markets “are ready, I sure hope the Democrats are.&nbsp; I have major reasons to believe they are not and this ends up a historical squander of political capital.”For updates and corrections, email newsroom[at]stocktwits[dot]com.

An American flag is reflected off bulletproof glass as U.S. President Donald Trump watches the end of the NTT INDYCAR Series on August 23, 2026 in Washington, DC. (Photo by Mike Kropf/Getty Images)

DJT Stock Can’t Catch A Break: POTUS Approval Slides, Alleged Trump Mobile Data Leak Adds Pressure

According to a Reuters report, Trump's approval rating has slipped to the lowest level of his political career, down to 32%.

Trump Media & Technology Group Corp.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk is selling off with memory stocks as traders weigh Chinese rival CXMTs reported progress and the risk of added supply pressuring prices and margins; some note the development centers on DRAM rather than SanDisks NAND business. The decline has intensified broader debate about AI-sector spending and the sustainability of the memory rally, with bulls calling it an overreaction ahead of earnings and bears warning of further correction.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trumps reported Russian-diesel deal and claims of a Russia-Ukraine energy ceasefire dominate the discussion, with traders arguing the move could benefit Moscow while doing little to ease U.S. fuel costs. The reaction is largely critical and bearish toward DJT, with some traders also pointing to midterm-election risk, while a few remain bullish.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas and Palantir launched Regna AI, a standalone venture focused on mission-specific AI for defense and government users, prompting discussion of ONDSs potential expansion beyond drone hardware. Bulls see strategic upside and speculate about short covering, while skeptics point to the stocks weak reaction to the news, unclear financial benefits, and dilution concerns.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells Investor Day outlook for accelerated long-term growth in AI data-center custom silicon and connectivity, followed by a wave of analyst upgrades, is the main focus. Traders are split between seeing the pullback as profit-taking after the initial rally and questioning whether ambitious forecasts are already priced in.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Reports that OpenAI used Nvidia rather than Cerebras hardware for a feature have put the companys role in OpenAIs chip lineup under scrutiny, while an upcoming share unlock adds to selling concerns. Bears question Cerebrass valuation and customer concentration; bulls argue the selloff is overdone and point to its AI-inference technology and longer-term prospects.

Starbucks Corp. engages in the production, marketing, and retailing of specialty coffee. It operates through the following segments: North America, International, and Channel Development. The North America segment focuses on the United States and Canada. The International segment is involved in China, Japan, Asia Pacific, Europe, Middle East, Africa, Latin America, and Caribbean. The Channel Development segment includes roasted whole bean and ground coffees, Seattle’s Best Coffee, and Teavana-branded single-serve products. The company was founded by Jerry Baldwin and Howard D. Schultz on November 4, 1985, and is headquartered in Seattle, WA.

Starbucks Corp.

Starbucks Corp

Starbucks denial that it is buying Chipotle has put the takeover speculation at the center of discussion, with traders weighing relief that the company can refocus on its Back to Starbucks turnaround against frustration over the volatility the rumor created.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

Nvidia is drawing attention amid a broader semiconductor pullback, with traders debating whether concerns about OpenAIs revenue outlook signal weaker AI infrastructure spending and returns. Some see the decline as profit-taking or a buying opportunity given continued AI demand, while others worry about an AI bubble and hyperscalers push toward custom chips.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

A sharp pullback after Lumentums record run is drawing attention, with traders largely attributing it to profit-taking and de-risking in a crowded AI-optics trade as peers also fall, rather than citing a new company-specific headline. The debate is whether demand for AI optical components, with supply reportedly booked through 2029, remains a strong growth story or whether valuation and capacity limits have constrained further upside.

JPMorgan Chase & Co. is a financial holding company, which engages in the provision of financial and investment banking services. The firm focuses on investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. It operates through the following segments: Consumer and Community Banking (CCB), Commercial and Investment Bank (CIB), Asset and Wealth Management (AWM), and Corporate. The CCB segment originates and services mortgage loans. The CIB segment makes markets and services clients across fixed income, foreign exchange, equities, and commodities. The AWM segment provides initial capital investments in products such as mutual funds and capital invested alongside third-party investors. The Corporate segment manages its liquidity, funding, capital, structural interest rate, and foreign exchange risks. The company was founded in 1799 and is headquartered in New York, NY.

JPMorgan Chase & Co.

JPMorgan Chase & Co

JPMorgans upcoming quarterly report is the dominant focus as it opens bank earnings season, with traders watching net interest income, credit quality and management commentary on rates and the economy. Sentiment is divided: some see the pullback and bullish options activity as an opportunity, while others worry that higher yields and a demanding earnings bar could weigh on the stock.

Six Flags Entertainment Corp. engages in operating amusement parks in North America. It operates amusement parks, water parks, and resorts. The company is headquartered in Charlotte, NC.

Six Flags Entertainment Corp.

Six Flags Entertainment Corp

Activist investor Jana Partners push for Six Flags to explore a sale is a major focus, with traders debating whether a buyer or asset sales could unlock value. Optimists point to the parks and real estate, while skeptics cite heavy debt, weak operating performance and bankruptcy risk.

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