SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

The Home Depot, Inc. engages in the sale of building materials and home improvement products. Its products include building materials, home improvement products, lawn and garden products and décor products. The firm operates through the following geographical segments: U.S., Canada and Mexico. It offers home improvement installation services, and tool and rental equipment. The company was founded by Bernard Marcus, Arthur M. Blank, Kenneth Gerald Langone and Pat Farrah on June 29, 1978 and is headquartered at Atlanta, GA.

Home Depot, Inc.

Home Depot is drawing attention after a recent rebound that traders say held its gains, with bullish technical setups and positioning ahead of earnings. The upbeat view contrasts with concerns that high rates and a sluggish housing market could continue to weigh on renovation demand.

Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizers sharp rally to fresh multi-year highs is drawing attention, with traders citing rotation into defensive, dividend-paying pharma stocks and positioning ahead of the quarterly report. Bulls see a technical breakout and pipeline momentum, while skeptics warn the move may meet resistance and point to patent-expiration and growth concerns.

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 77,397.34014094 USD and is up 0.28 over the last 24 hours. It is currently trading on 12773 active market(s) with $12,152,377,915.37 traded over the last 24 hours. More information can be found at https://bitcoin.org/.

Bitcoin

Bitcoin is drawing attention amid concerns over Binances reported major hack and paused withdrawals, with traders debating whether damaged exchange trust could trigger further selling. Others argue the market is absorbing the shock and point to Binances reported reimbursement progress and planned withdrawal reopening as reasons for optimism.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

Attention centers on expected Q3 results and the Phase 3 QUILT-2.005 topline for ANKTIVA plus BCG in BCG-naive bladder cancer; the trial is database-locked, with a supplemental filing planned if results support it. Bullish traders see the readout and ANKTIVAs expanded bladder-cancer label as growth catalysts, while others question commercial uptake and point to competition, short-selling, and broader market weakness to explain the volatility.

ProShares Trust - ProShares UltraPro Short QQQ -3x Shares

ProShares UltraPro Short QQQ

SQQQ is drawing attention as traders use the leveraged inverse Nasdaq ETF to hedge or bet on further weakness in tech, citing concerns about AI spending and valuations alongside recent tech-led selling. The community is divided: some expect more downside, while others warn that rumors of a U.S.Iran deal and a possible market rebound could reverse gains in the short ETF.

Global X Funds - Global X Dow 30 Covered Call ETF

Global X Dow 30 Covered Call ETF

The Dow is being discussed amid volatile, uneven trading across major indexes, with traders watching Fed policy and rising Treasury yields as pressures on equities. Some see relative strength in the Dow as money rotates away from tech, while others warn that inflation, oil-market risks and weakening momentum could deepen a selloff.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

Discussion centers on BioCrysts upcoming quarterly results and whether continued ORLADEYO growth can support the stock despite its weak performance. Traders are also looking ahead to Navenibart and Netherton data, while debating managements acquisition strategy and expressing frustration over dilution and limited shareholder returns; buyout talk remains speculative.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co

Disneys quarterly results and outlook are drawing attention, with traders highlighting stronger streaming profitability and resilient theme-park performance. The reaction is mixed: some see support for a turnaround, while others point to the stocks persistent range-bound price action and difficulty holding gains.

CVS Health Corp. is a health solutions company, which engages in the provision of healthcare services. It operates through the following segments: Health Care Benefits, Health Services, Pharmacy and Consumer Wellness, and Corporate and Other. The Health Care Benefits segment operates as a health care benefits provider. The Health Services segment offers a full range of PBM solutions, delivers health care services in its medical clinics, virtually, and in the home. The Pharmacy & Consumer Wellness segment dispenses prescriptions in its retail pharmacies and through its infusion operations. The Corporate and Other Segment is involved in management and administrative expenses. The company was founded by Stanley P. Goldstein and Ralph Hoagland in 1963 and is headquartered in Woonsocket, RI.

CVS Health Corp

CVS is drawing attention ahead of its upcoming earnings report, with traders watching whether guidance holds and how management addresses pressure on the pharmacy benefit management business. Some see the recent pullback as a potential technical rebound setup, while others remain cautious after the stocks recent selling.

VS Trust - 2x Long VIX Futures ETF

Volatility Shares 2x Long VIX Futures ETF

A sharp volatility spike has lifted UVIX, drawing traders seeking a hedge against a broader market pullback. The community is split between expecting volatility to persistciting concerns about oil, interest rates and geopolitical risksand warning that UVIX can quickly lose value as volatility fades and its leveraged futures exposure decays.

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Zomato Ltd.

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Amphenol Q3 Earnings Call Highlights AI Demand and Growth Outlook

Amphenol's Q3 earnings reflect robust AI demand, record orders and CommScope gains, supporting a stronger 2026 outlook despite communications network weakness.

Amphenol Q3 2026 Earnings Call Transcript

Amphenol (NYSE:APH) reported third-quarter financial results on Wednesday. The transcript from the company's third-quarter earnings call has been provided below.This transcript is brought to you by Benzinga APIs. Forread more...

Amphenol's Q3 Earnings Beat Estimates, Revenues Rise Y/Y

APH's Q3'26 earnings surge 73.9% as revenues jump 65.1%, fueled by strong IT datacom demand, acquisitions and broad organic growth.

Amphenol Q3 26 Earnings Conference Call At 1:00 PM ET

(RTTNews) - Amphenol Corp. (APH) will host a conference call at 1:00 PM ET on October 28, 2026, to discuss its Q3 26 earnings results...

Industrial Growth Partners Announces Sale of AdvancedPCB

Industrial Growth Partners Announces Sale of AdvancedPCB Industrial Growth Partners Announces Sale of AdvancedPCBPR NewswireSAN FRANCISCO, Oct. 28, 2026 SAN FRANCISCO, Oct. 28, 2026 /PRNewswire/ -- Industrial Growth Partners ("IGP") is pleased to announce that it has entered into a definitive...

Amphenol (APH) Reports Q3 Earnings: What Key Metrics Have to Say

Although the revenue and EPS for Amphenol (APH) give a sense of how its business performed in the quarter ended September 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Amphenol (APH) Q3 Earnings and Revenues Surpass Estimates

Amphenol (APH) delivered earnings and revenue surprises of +9.59% and +8.37%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Amphenol Board Approves $4 Bln Stock Repurchase Plan, Stock Up In Pre-Market

(RTTNews) - While reporting third-quarter financial results on Wednesday, Amphenol Corp. (APH) announced that its Board of Directors has approved a new three-year, $4 billion stock repurchase plan, which will become effective on January 1, 2027...

Amphenol Reports Record Third Quarter 2026 Results and Announces Dividend Increase and New Stock Repurchase Program

Amphenol Corporation (NYSE: APH) today reported record third quarter 2026 results. We are pleased to have closed the third quarter of 2026 with record sales and Adjusted Diluted EPS, both exceeding the high end of our guidance, said Amphenol Chairman and Chief Executive Officer, R. Adam Norwitt...

Microsoft, Alphabet On Deck Wednesday As AI Spending, Cloud Growth Face Test

Microsoft and Alphabet headline Wednesday's reports, with investors weighing whether AI infrastructure spending is translating into durable cloud and advertising growth. GE Vernova, Amphenol, Banco Santander, UBS Groupread more...

Amphenol expects Q4 2026 sales of $10.3B and Adjusted Diluted EPS of $0.81 to $0.83; FY2026 sales of $36.9B and EPS of $2.82 to $2.84.

Amphenol cited acquisition closing and integration uncertainties, dependence on cyclical end-market demand, and competition risks; quarterly interest expense was $212.3M, compared with $80.7M a year earlier.

Amphenol reported 37% organic sales growth and record orders, with a 1.19:1 book-to-bill; adjusted operating margin was 29.7%, and Amphenol acquired Empire Electronics and signed three acquisition agreements.

Amphenol Corp. engages in the design, manufacture, and marketing of electrical, electronic and fiber optic connectors, interconnect systems, antennas, sensors and sensor-based products, and specialty cable. It operates through the following segments: Harsh Environment Solutions, Communications Solutions, and Interconnect and Sensor Systems. The Harsh Environment Solutions segment manufactures and markets a broad range of ruggedized interconnect products, including connectors and interconnect systems, printed circuits and printed circuit assemblies, and other products. The Communications Solutions segment focuses on the design, manufacture, and marketing of connector and interconnect systems, including radio frequency, power, fiber optic, and other products, together with antennas. The Interconnect and Sensor Systems segment is involved in the design, manufacture, and marketing of sensors, sensor-based systems, connectors, and value-add interconnect systems. The company was founded by Schmitt J. Arthur in 1932 and is headquartered in Wallingford, CT.

Amphenol Corp. - Ordinary Shares - Class A

Apple’s New Foldable iPhone Could Cost $2,000, Citi Says: TSMC, Amphenol Among Stocks To Watch

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Bearish Sentiment

<ul class="summary-bullets"><li>Apple’s initial foldable iPhone production is reportedly limited to a "few hundred" units a day due to strict quality-control requirements.</li><li>Taiwan Semiconductor Manufacturing Co. could benefit from sole-supplier status for Apple’s A20 chip, which is expected to use 2-nanometer technology.</li><li>Amphenol, Foxconn and other suppliers could benefit from higher component content and production allocations tied to the iPhone 18 lineup.</li></ul>Apple (AAPL) shares edged lower in early morning trade on Friday ahead of its iPhone launch event next week on September 9, with Citi expecting the company’s new foldable iPhone Ultra to cost at least $2,000.In a note to investors cited by Investing, Citi Apple analyst Atif Malik said the company is expected to introduce its first foldable iPhone, likely called the iPhone Ultra, with a starting price above $2,000. The iPhone 18 Pro and Pro Max models are also projected to cost about $200 more than their predecessors.Apple’s long-awaited foldable iPhone could face supply constraints early in its launch. Initial production is currently limited to only a "few hundred" units a day, mainly because of the company’s strict quality-control standards, according to a Nikkei Asia&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/aapl-heads-for-third-weekly-gain-but-foldable-i-phone-is-reportedly-stuck-at-a-few-hundred-units-a-day/cZswyVBRJwk">report</a> Friday.<a href="https://stocktwits.com/symbol/AAPL">AAPL stock</a> edged 0.4% lower in pre-market trade, with retail sentiment on Stocktwits around the company trending in ‘extremely bearish’ territory over the past day. The shares are up 2.7% so far this week and heading for gains for a third consecutive week.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260904_073434725_196d49807e.png" alt="koyfin_20260904_073434725.png" width="2400" height="1240"><figcaption>AAPL stock’s weekly gains over the last three months. | Source: Koyfin</figcaption></figure><h2 class="st-heading-2">Citi Flags Major Upgrades Across iPhone 18 Lineup</h2>Citi expects major upgrades across the iPhone 18 lineup, including the A20 chip, variable-aperture main cameras for the Pro and Pro Max models, and Apple’s own modems.The Ultra model is expected to feature dual front and rear camera systems, an OLED display with an ultra-thin glass cover for the inner foldable screen, and increased component content across its battery, vapor-chamber cooling system and structural components.<h2 class="st-heading-2">TSMC, Amphenol Among US Stocks To Watch</h2>&nbsp;The iPhone 18 launch could also create opportunities for Apple’s supply-chain partners, particularly companies exposed to the new components and foldable design.Taiwan Semiconductor Manufacturing Co. (TSMC) is expected to benefit from sole-supplier status for Apple’s A20 chip, which will use TSMC’s 2-nanometer technology. That could make TSMC (TSM) one of the key semiconductor beneficiaries of the new iPhone cycle.Meanwhile, Amphenol (APH) is expected to benefit from supplying hinge modules for the foldable iPhone.&nbsp;<a href="https://stocktwits.com/symbol/TSM">TSM stock</a> gained over 1% in the pre-market trade and&nbsp; <a href="https://stocktwits.com/symbol/APH">APH shares</a> climbed over 1.5%. On Stocktwits, retail sentiment around TSM improved to ‘neutral’ from ‘bearish’ territory over the past day while sentiment around APH remained in the ‘neutral’ zone.<h2 class="st-heading-2">Citi Expects 246 Million iPhone Shipments In 2026</h2>Citi forecasts 61.8 million iPhone 18 shipments in the second half of 2026 and total iPhone shipments of 246 million units for calendar 2026, representing 1% year-over-year growth.For the foldable model, Citi expects a production plan of 7.5 million units in the second half of 2026, followed by another 4 million units in the first quarter of 2027.The projections suggest the foldable iPhone could remain a relatively small part of Apple’s overall unit volumes initially.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/michael-burry-lulu-jd-baba-stocks-fat-pitch-top-bets/cZsDcGaRJwp">LULU, JD, BABA Stocks: Michael Burry Names 3 ‘Fat Pitches’ After Selloff</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Apple logo seen on a flagship store in Shanghai, China, on June 26, 2026. (Photo by Costfoto/NurPhoto via Getty Images)

Citi expects the iPhone 18 Pro and Pro Max models to cost about $200 more than their predecessors.

Apple Inc

Taiwan Semiconductor Manufacturing - ADR

Communication Services Select Sector SPDR Fund

Hold rates steady

Cut 25 bps

Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '26	$0.81	--	--	N/A
Q3 '26	$0.73	$0.80	9.72%	BEAT
Q2 '26	$1.18	$0.68	-42.63%	MISSED
Q1 '26	$0.94	$1.06	12.56%	BEAT
Q4 '25	$0.93	$0.97	3.98%	BEAT

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