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Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is drawing attention as traders react to projected Democratic gains in the midterms, with concerns that tighter AI and data-center rules could weigh on large-cap technology stocks. The community is divided between expecting further downside and viewing the selloff as an overreaction or dip-buying opportunity.

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.

Trump Media & Technology Group Corp.

Expected Democratic gains in the midterms dominate discussion, with traders viewing a potential sweep as a political setback for Trump and a negative for Trump Media; many express bearish sentiment, while some dispute the outlook. The news also links DJTs decline to markets pricing in Democratic gains.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

Traders are focused on election results and the prospect that Democratic gains could bring greater scrutiny of Musks companies, government contracts, and data-center expansion; those concerns are speculation rather than confirmed policy changes. The debate is polarized, with bearish posts anticipating pressure on SpaceX and its Tesla-merger prospects, while bulls argue its business and long-term technology potential remain intact.

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 Corp

Midterm-election uncertainty and speculation that Democratic gains could mean tighter AI or data-center rules dominate NVDA discussion, with traders divided over whether that threatens chip demand or is already priced in. Strong AMD results and a broader semiconductor rebound have also supported a more optimistic view of the AI buildout.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMDs quarterly beat and stronger outlook, fueled by AI and data-center demand, prompted a sharp after-hours rally. Traders are debating whether the gains can hold amid broader market weakness and election-related concerns about data-center restrictions, as well as questions about valuation and cash flow.

Bitcoin (BTC) is a cryptocurrency launched in 2010. Users are able to generate BTC through the process of mining. Bitcoin has a current supply of 20,105,365. The last known price of Bitcoin is 76,984.36452344 USD and is up -0.00 over the last 24 hours. It is currently trading on 12773 active market(s) with $23,094,171,945.49 traded over the last 24 hours. More information can be found at https://bitcoin.org/.

Bitcoin

Bitcoin discussion is dominated by U.S. midterm-election uncertainty, with traders debating whether projected Democratic gains could hurt crypto through regulation and broader market weakness or instead clear uncertainty and support a rally. The community is sharply divided between bearish calls and dip-buying optimism, alongside debate over whether recent support will hold.

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

Tesla Inc

Teslas weakness is being tied by traders to perceived Democratic gains in midterm races and concerns that Musk could face greater scrutiny or lose political support, with a possible TeslaSpaceX merger also in focus. Views are divided: bears see political and merger risks weighing on the stock, while some traders point to potential EV-policy benefits or expect a rebound.

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

Direxion Daily Semiconductor Bull 3X Shares

SOXL is rebounding amid a volatile semiconductor selloff that traders linked to fears a Democratic sweep could bring tighter limits on AI data-center growth. Bulls point to strong AMD and SMCI results and continuing AI demand, while bears remain concerned about policy uncertainty and a possible AI bubble; traders also warn that the funds 3x leverage can amplify losses and decay.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Midterm-election uncertainty has dominated Micron chatter, with traders speculating that a Democratic sweep could bring data-center restrictions and pressure AI-linked stocks; others argue the AI buildout will continue regardless. Strong AMD results and expectations of persistent memory shortages have fueled bullish calls, but the community remains divided amid sharp swings and concerns about fading rallies.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Cipher Digitals Q3 update is driving debate: traders are weighing the revenue miss against its first HPC lease revenue and expanded long-term data-center lease, while the sharp rebound has drawn bullish calls on its AI-infrastructure pipeline. Skeptics remain concerned about buildout costs, financing and execution as the company shifts from bitcoin mining to data-center leasing.

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Inside The $250 Electric Bill: Dissecting The Midterms' Most Hated Piece Of Mail

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AEP expects 2026 operating EPS at or above the high end of $6.25 to $6.55, and introduced EPS guidance of $6.75 to $7.05 for 2027 and $7.40 to $7.70 for 2028.

AEP's year-to-date GAAP earnings and EPS were lower than 2025, customer affordability may affect regulatory recovery and rate design, and construction risks include shortages, delays and extended equipment lead times.

AEP expanded its five-year capital plan and operating earnings growth outlook, signed 15 GW of third-quarter load commitments, and expects up to $21B in residential fixed cost offsets.

American Electric Power Co., Inc. engages in the generation, transmission, and distribution of electricity. It operates through the following segments: Vertically Integrated Utilities, Transmission and Distribution Utilities, AEP Transmission Holdco, and Generation and Marketing. The Vertically Integrated Utilities segment covers the generation, transmission, and distribution of electricity for sale to retail and wholesale customers. The Transmission and Distribution Utilities segment represents the transmission and distribution of electricity for sale to retail and wholesale customers. The AEP Transmission Holdco segment comprised of the development, construction, and operation of transmission facilities through investments in its wholly-owned transmission subsidiaries and joint ventures. The Generation and Marketing segment consists of the non-regulated generation and marketing, risk management, and retail activities. The company was founded on December 20, 1906 and is headquartered in Columbus, OH.

American Electric Power Company Inc.

GEV, D, CMS, AEP And PWR To Report Earnings This Week – A Look At What Investors Are Watching

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<ul class="summary-bullets"><li>GE Vernova and Quanta Services enter Q3 earnings with backlogs of $176 billion and $53.4 billion, respectively.</li><li>GEV and PWR have the biggest upside potential based on 12-month price targets compiled on Koyfin.</li><li><a class="mention" data-mention="$D" data-symbol-id="D" href="https://stocktwits.com/symbol/D" target="_blank">Dominion Energy</a>’s Q3 results will put the spotlight on its proposed $66.8 billion merger with NextEra Energy.</li></ul><p>With third-quarter earnings in full swing, major utility firms are expected to report their results this week, with Wall Street looking for clues on whether rising electricity demand from AI data centers is translating into bigger backlogs and a stronger bottom line.</p><p>However, the earnings also come amid growing concerns about electricity affordability and the cost of new power generation.</p><p>CMS Energy (CMS), GE Vernova (GEV), American Electric Power (AEP), Quanta Services (PWR), and Dominion Energy (D) are expected to report earnings this week.</p><p><img src="https://news.stocktwits-cdn.com/Np_Om_L_q3_estimates_0425709196.png" alt="NpOmL-q3-estimates-.png"></p><h2 class="st-heading-2">CMS’ $24B Plan In Focus</h2><p>CMS Energy kicks off earnings this week, with analysts expecting revenue of $2.18 billion and earnings per share (EPS) of $1.35, compared with $2.02 billion and EPS of $0.93 in the prior-year quarter, according to Fiscal.ai.</p><p>The Michigan-based utility reaffirmed its 2026 adjusted EPS outlook of $3.83 to $3.90 in July.</p><p>Recent updates include <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/Archives/edgar/data/201533/000110465926087288/tm2621427d1_ex99-1.htm">plans</a> to exit non-utility renewable-energy development under NorthStar Clean Energy to focus on utility business. Its Consumers Energy subsidiary also <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cmsenergy.com/investor-relations/news-releases/news-release-details/2026/Consumers-Energy-Plan-Will-Power-Michigans-Next-Generation-with-Reliable-and-Affordable-Energy/default.aspx">unveiled</a> a 20-year electricity supply plan that combines natural gas, solar, wind, and energy storage. CMS is expected to invest more than $24 billion in the plan through 2030.</p><p>Key updates to watch include the $24 billion investment program and the financial impact of its NorthStar restructuring.</p><h2 class="st-heading-2">GEV’s Backlog Continues To Grow</h2><p>Wall Street expects GE Vernova to report revenue of $11.99 billion and EPS of $4. The company reported Q3 2025 revenue of $9.97 billion and EPS of $1.64. GE Vernova <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.gevernova.com/news/articles/ge-vernova-releases-second-quarter-2026-financial-results">raised</a> its full-year (FY) 2026 revenue guidance to $45.5 billion to $46.5 billion in July and expects an adjusted earnings before interest, tax, depreciation, and amortization (EBITDA) margin of 12% to 14%.</p><p>Investors will seek updates on its backlog, which stood at $176 billion in the previous quarter, order pricing, and updates on its wind business.</p><p>Susquehanna recently maintained a ‘Positive’ rating on the stock, citing growing power demand as the sector’s main catalyst.</p><h2 class="st-heading-2">AEP’s Power Supply Plans In View</h2><p>AEP is expected to post revenue of $6.60 billion and EPS of $2.04, up from $6.01 billion and $1.80 a year earlier. AEP raised its 2026 operating EPS guidance to $6.25 to $6.55 in July, citing its $78 billion five-year capital investment plan.</p><p>The utility also <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.aep.com/news/stories/view/12135/">expanded</a> its contracted new electricity load additions to 69 GW through 2030 and secured 13 GW of gas turbine capacity, with another 10 GW under evaluation.</p><p>Investors will look for updates on these agreements, progress on power generation projects, and the company’s power supply plans in light of the Pennsylvania-New Jersey-Maryland Interconnection (PJM) proposed electricity procurement reforms.&nbsp;&nbsp;</p><h2 class="st-heading-2">Quanta To Post Strong Top-Line Growth</h2><p>Analysts expect Quanta to report $10.91 billion in revenue compared with $7.63 billion last year and EPS of $5 from $3.33. Quanta also expects FY2026 revenue of $39.3 billion to $39.7 billion and EPS of $16.45 to $16.95.</p><p>Its second-quarter <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://investors.quantaservices.com/news-events/press-releases/detail/402/quanta-services-reports-second-quarter-2026-results">results</a> showed a record backlog of $53.4 billion. The company also completed acquisitions of Phalcon and Enerfab earlier this year, expanding its electrical, mechanical and industrial construction capabilities. Investors will look for updates on backlog growth.</p><h2 class="st-heading-2">Dominion-NEE Deal Remains Key Trigger</h2><p>Dominion’s Q3 revenue is expected to come in at $4.74 billion with EPS of $1.21, compared with $4.53 billion and $1.06 a year earlier. Dominion forecast FY2026 EPS guidance of $3.45 to $3.69.</p><p>A major focus will be progress on its proposed $66.8 billion combination with NextEra Energy (NEE), which remains subject to regulatory approvals.</p><p>Investors will also keep an eye on construction progress at Dominion’s 2.6 GW Coastal Virginia Offshore Wind project. Its latest quarterly filing estimated costs at $11.7 billion, with final turbine installations expected by the end of 2027.</p><p><img src="https://news.stocktwits-cdn.com/J6_ZCY_12_month_price_targets_399f1a49e1.png" alt="J6ZCY-12-month-price-targets-.png"></p><h2 class="st-heading-2">How Did GEV, CMS, PWR, AEP And D Stocks Fare Last Quarter?</h2><p>All five stocks ended Q3 in the red, with GE Vernova (GEV) falling 17.1% between July and September, CMS Energy slumped 16.9%, American Electric Power dropped 12.2%, Dominion Energy declined 10.7%, while Quanta Services edged 7.1% lower.</p><p><img src="https://news.stocktwits-cdn.com/Q3_Performance_5cd31cb61d.png" alt="Q3 Performance.png"></p><p>However, the stocks are in positive territory year to date. Quanta led the cohort with roughly 25% gains, followed by GE Vernova’s 20% rise. American Electric Power is up 12%, Dominion Energy has gained 10.6%, while CMS Energy edged 0.5% higher.</p><p><strong>Also read:</strong><a href="https://stocktwits.com/news-articles/markets/equity/lmt-rtx-lhx-hii-stocks-win-big-this-week-amid-pentagon-spending-ramp-up/cZUGPScRBU7"><strong>&nbsp;Stocktwits Defense Watch: Lockheed Martin, RTX, L3Harris, HII Add To Their Defense Contract Backlogs Amid Pentagon Spending Ramp-Up</strong></a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

Investors will look for the impact of AI-driven electricity demand as power and utility companies face a crucial earnings week.

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