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Consumer Staples Select Sector SPDR Fund

Consumer staples are drawing defensive-rotation flows as traders shift away from weak technology and higher-beta shares, helping XLP rebound toward new highs. The community is split between bullish trend-following views and concerns that the safety trade is crowded and overextended.

XPeng, Inc. is a global physical AI company, which engages in bringing artificial intelligence into the physical world to reshape future mobility and smart living. It developed a full-stack physical AI architecture spanning Turing AI chips, world foundation models, and integrated software and hardware applications. The firm's product portfolio includes smart EVs, robotaxis, and humanoid robots. The company's sales and services drives continuous technological innovation and fosters an open physical AI ecosystem, making life smarter, safer, and better for users worldwide. XPeng, Inc. was founded by Xiao Peng He, Heng Xia, and Tao He in 2015 and is headquartered in Guangzhou, China.

XPeng Inc - ADR

XPengs October delivery report is driving discussion: traders see a strong month-over-month rebound as support for its growth story, but debate whether the pace can be sustained into Q4. Optimism about deliveries and exports is tempered by the stocks steep decline and concerns about profitability and broader weakness in Chinese EV shares.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

CRCL is under pressure amid the CLARITY Acts failure to advance and concerns about USDC growth, competition and Circles earnings; traders also point to weakness across crypto-related stocks. Bulls counter that higher rates could support reserve income and see potential in Circles Arc network, while debate continues over adoption and valuation.

Almonty Industries, Inc. engages in the mining, processing, and shipment of tungsten concentrates. Its projects include Almonty Korea Tungsten, Panasquiera mine, Gentung, Almonty Korea Moly, Los Santos mine, and Valtreixal. The company was founded on September 28, 2009 and is headquartered in Dillon, MT.

Almonty Industries Inc

ALMs decline below the $9 level is driving discussion, with traders questioning the weakness after an investor-day presentation that some felt offered little new information and left them uneasy about the companys production ramp. Bulls still point to Sangdongs production progress and tight tungsten supply, while others cite execution uncertainty and broader weakness in critical-mineral stocks.

Newmont Corp. engages in the exploration and acquisition of gold properties, containing copper, silver, lead, zinc or other metals. It operates through the following geographical segments: Papua New Guinea, Australia, Ghana, Suriname, Argentina, Peru, Mexico, Canada, and U.S. The company was founded by William Boyce Thompson on May 2, 1921 and is headquartered in Denver, CO.

Newmont Corp

Newmonts Q3 results beat expectations, but shares sold off as traders focused on cost pressures, higher project spending and operational risks flagged in an analyst downgrade. The community is split between viewing the decline as a post-earnings pullback or technical correction and treating it as a buying opportunity given the companys results and gold exposure.

XRP (XRP) is a cryptocurrency . XRP has a current supply of 99,985,589,443 with 63,351,197,653 in circulation. The last known price of XRP is 1.25006253 USD and is down -0.34 over the last 24 hours. It is currently trading on 1893 active market(s) with $844,226,553.37 traded over the last 24 hours. More information can be found at https://xrpl.org/.

Ripple

XRP is drawing attention amid a crypto selloff linked by traders to the reported Binance hack, with many discussing the dip and debating whether to buy or sell. The conversation also centers on Ripples Swell announcements and bank and Robinhood partnerships: some see them as bullish adoption news, while others say they favor RLUSD and Ripples business without creating clear demand for XRP, which has remained weak.

American Express Co. engages in the provision of card-issuing, merchant-acquiring, and card network businesses. Its products and services include credit cards, business credit cards, corporate programs, gift cards, savings accounts and CDs, and the American Express App. It operates through the following segments: the United States Consumer Services (USCS), Commercial Services (CS), International Card Services (ICS), Global Merchant and Network Services (GMNS), and Corporate and Other. The USCS segment includes proprietary consumer cards and provides services to United States consumers. The CS segment offers corporate and small business cards and provides services to United States businesses. The ICS segment provides consumers, small businesses, and corporate cards outside the United States. The GMNS segment is involved in operating a global payments network that processes and settles card transactions, acquires merchants, and provides multi-channel marketing programs and capabilities, services and data analytics. The Corporate and Other segment covers corporate functions and certain other businesses and operations. It also operates through the following geographical segments: United States, EMEA, APAC, LACC, and Other. The EMEA segment represents Europe, the Middle East, and Africa. The APAC segment refers to Asia Pacific, Australia, and New Zealand. The LACC segment focuses on Latin America, Canada, and the Caribbean. The Other segment includes net costs which are not directly allocated to specific geographic regions. The company was founded by Henry Wells, William G. Fargo, and John Warren Butterfield on March 28, 1850 and is headquartered in New York, NY.

American Express Co.

American Expresss earnings beat and raised outlook were overshadowed by plans to cut about 5% of its workforce as part of an AI-focused restructuring, alongside a slight revenue shortfall. Traders are split between viewing the selloff as an overreaction given resilient card spending and worrying that the layoffs and softer signals point to pressure on the business.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbases Q3 resultsheadline earnings beat but revenue fell short amid weak crypto tradingcombined with Bitcoins decline and concern over the reported Binance breach to pressure shares. Traders are split between viewing the selloff as a buying opportunity and seeing it as a sign of weak underlying activity and broader crypto-confidence risks.

The Charles Schwab Corp. is a savings and loan holding company, which engages in the provision of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. It operates through the Investor Services and Advisor Services segments. The Investor Services segment includes retail brokerage, investment advisory, and banking and trust services to individual investors, retirement plan and business services, as well as other corporate brokerage services, to businesses and employees. The Advisor Services segment provides custodial, trading, banking and trust, and support services to independent registered investment advisors, independent retirement advisors, and recordkeepers. The company was founded by Charles Robert Schwab in 1986 and is headquartered in Westlake, TX.

Charles Schwab Corp.

Traders are focused on reported Schwab and thinkorswim outages, including login failures, unavailable order functions and inaccurate quotes. The complaints have prompted frustration and talk of moving accounts to other brokers, while some users say service is working again.

SentinelOne, Inc. engages in the provision of endpoint security software that detects, models, and predicts threat behavior to block attacks on any computing device. Its services include vigilance, support, and training. The company was founded by Tomer Weingarten and Almog Cohen in 2013 and is headquartered in Mountain View, CA.

SentinelOne Inc - Ordinary Shares - Class A

SentinelOne Inc

Traders are linking rising concerns about AI-enabled cyberattacks to stronger cybersecurity demand, while arguing SentinelOne is discounted versus peers and could attract an acquirer; takeover talk remains speculative. The bullish case is tempered by concerns about growth and profitability, possible dilution from the convertible-note financing, and volatile trading.

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Ares Management Q3 Earnings Beat Estimates, AUM Rises Y/Y

ARES beats Q3 earnings estimates as AUM climbs to $690.6B, supported by higher management fees and strong capital inflows.

Ares Management (ARES) Reports Q3 Earnings: What Key Metrics Have to Say

Although the revenue and EPS for Ares Management (ARES) 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.

Ares Management (ARES) Surpasses Q3 Earnings Estimates

Ares Management (ARES) delivered earnings and revenue surprises of +0.80% and -6.17%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Ares Management Announces Third Quarter 2026 U.S. Direct Lending Origination Activity

Ares Management Announces Third Quarter 2026 U.S. Direct Lending Origination Activity Ares Management Announces Third Quarter 2026 U.S. Direct Lending Origination ActivityPR NewswireNEW YORK, Oct. 29, 2026 Approximately $6.3 Billion in New Commitments Closed in the Third Quarter and Approximately...

ARES MANAGEMENT CORPORATION REPORTS THIRD QUARTER 2026 RESULTS

ARES MANAGEMENT CORPORATION REPORTS THIRD QUARTER 2026 RESULTS ARES MANAGEMENT CORPORATION REPORTS THIRD QUARTER 2026 RESULTSPR NewswireNEW YORK, Oct. 29, 2026 NEW YORK, Oct. 29, 2026 /PRNewswire/ -- Ares Management Corporation (NYSE: ARES) today reported its financial results for its third quarter...

Ares Capital Corporation Agrees to Acquire MidCap Financial Investment Corporation

Ares Capital Corporation (NASDAQ: ARCC) (Ares Capital) and MidCap Financial Investment Corporation (NASDAQ: MFIC) (MFIC) announced today that they have entered into a definitive merger agreement under which Ares Capital will acquire MFIC in a stock-and-cash transaction for a total enterprise value...

Ares Management Corporation to Present at the BMO Financials Conference

Ares Management Corporation to Present at the BMO Financials Conference Ares Management Corporation to Present at the BMO Financials ConferencePR NewswireNEW YORK, Oct. 26, 2026 NEW YORK, Oct. 26, 2026 /PRNewswire/ -- Ares Management Corporation announced today that its Chief Financial Officer...

Ares Management Q3 Earnings on the Deck: What's in Store for the Stock?

ARES is set to report Q3'26 earnings on Oct. 29, with higher AUM and management fees expected to drive growth, while elevated costs pose a risk.

BX's Q3 Earnings Decline Y/Y Despite Record AUM Amid Tough Environment

Blackstone's Q3 earnings fall 13% y/y despite record AUM of $1.37T and higher fee-related earnings. What's weighing on the investment giant's performance?

Ares Management (ARES) Reports Next Week: Wall Street Expects Earnings Growth

Ares Management (ARES) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

$ARES Q3 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of $1.26 up 5.88% YoY
• Reported revenue of $1.43B down -13.53% YoY
• Ares said strong year-to-date financial performance and expectations for improved fourth-quarter deployment position Ares to meet or exceed 2026 financial objectives; embedded capital provides visibility into continued fee and earnings growth in 2027 and beyond.

Stocktwits

Ares Management Corp - Ordinary Shares - Class A

 Q3 '26 Earnings Results & Recap

• Reported GAAP EPS of $1.26 up 5.88% YoY
• Reported revenue of $1.43B down -13.53% YoY
• Ares said strong year-to-date financial performance and expectations for improved fourth-quarter deployment position Ares to meet or exceed 2026 financial objectives; embedded capital provides visibility into continued fee and earnings growth in 2027 and beyond.

This account has been verified as an official STOCKTWITS representative.

Verified Account

Stocktwits Earnings

• Reported GAAP EPS of $1.26 up 5.88% YoY
• Reported revenue of $1.43B down -13.53% YoY
• Ares said strong year-to-date financial performance and expectations for improved fourth-quarter deployment position Ares to meet or exceed 2026 financial objectives; embedded capital provides visibility into continued fee and earnings growth in 2027 and beyond.

Ares identified forward-looking uncertainties involving financial results and condition, operations and liquidity, and business prospects and growth strategy; the filing cautioned actual results may vary materially.

Ares raised more than $31B in gross commitments with over half of inflows outside its Credit Group, invested $35B across diversified strategies, and cited embedded capital supporting future fee and earnings growth.

Ares Management Corp. engages in the provision of investment and consultancy services. It operates through the following segments: Credit Group, Private Equity Group, Real Assets Group, Secondaries Group, and Other. The Credit Group segment includes the management of strategies across the liquid and illiquid spectrum, direct lending, and Asia-Pacific. The Private Equity Group segment involves the categorization of investment strategies as corporate, special opportunities, and Asia-Pacific. The Real Assets Group segment focuses on equity and debt strategies across infrastructure investments. The Secondaries Group segment consists of investment in secondary markets, alternative asset class strategies, private equity, real estate, infrastructure, and credit. The company was founded by Michael J. Arougheti, David B. Kaplan, John H. Kissick, Antony P. Ressler, and Bennett Rosenthal in 1997 and is headquartered in Los Angeles, CA.

‘Big Short’ Michael Burry Drops ‘Can’t-Wait Info’ On $573B AI Financing Web: What Happens If Spending Stops? 

Equity

Bullish Sentiment

<ul class="summary-bullets"><li>Ares mapped about $573 billion across 26 disclosed financings over the past 12 months.</li><li>The deals link major AI companies through debt, leases, chip supply, customer contracts and guarantees.</li><li>Ares warned that the connected deals depend on sustained AI spending and could come under pressure if revenue disappoints.</li></ul>"The Big Short"&nbsp;investor Michael Burry warned&nbsp;late Sunday that a slowdown in AI spending could pressure an interconnected financing network, after reviewing an Ares Management analysis of $573 billion in deals tied to the industry's biggest players.&nbsp;<h2 class="st-heading-2">The $573B Bet On AI Spending</h2>Burry had been preparing the next installment of his “Heretic’s Guide to AI’s Stars” series, focused on how the buildout is financed. Then he read Ares’ Fall 2026 alternative credit newsletter and published an unscheduled “Short Thoughts” post. He called the findings “need to know now” information and “can't-wait info.” He also called the report “mainstream Wall Street coming around to my view.”Ares’ matrix covers about $573 billion across 26 disclosed financings over the past 12 months, spanning corporate bonds, data center construction loans, leases, GPU-backed borrowing and financial guarantees.&nbsp;The financing ties together some of AI’s biggest names, including <a class="mention" data-mention="$META" data-symbol-id="META" href="https://stocktwits.com/symbol/META" target="_blank">Meta</a>, Oracle, Microsoft, Amazon, Google, Nvidia, OpenAI and Anthropic. Across the deals, they appear in different roles, including borrowers, customers, chip suppliers, tenants or guarantors, meaning that a change in one company’s spending could affect others connected to it.Burry drew attention to Ares’ warning that “every transaction, obligation, backstop, guarantee and deal” in the financing web assumes sustained AI spending. Ares said that if revenue disappoints and a few boards redirect capital, the pressure could spread through connected deals, triggering guarantees “precisely when the guarantors are at their weakest.”&nbsp;Ares compared the potential chain reaction to the vendor financing that amplified the telecom downturn of 2000.&nbsp;<h2 class="st-heading-2">Insurers Enter Burry's Crosshairs</h2>The next question is who holds the debt. Burry put the combined float of U.S. and Bermuda insurers at a little more than $10 trillion and said he has been gathering insurance data for months. He plans to bring the research into Part VI of his series. Ares, using a different measure, cited $9 trillion in U.S. insurers’ invested assets.Ares said insurance balance sheets are a major source of capital for the digital infrastructure buildout. In its report, the firm pointed to <a class="mention" data-mention="$META" data-symbol-id="META" href="https://stocktwits.com/symbol/META" target="_blank">Meta</a> and BlackRock’s $14 billion El Paso data center site, saying fire coverage was capped at $450 million, or 3% of the project’s value. Ares contrasted the limited property coverage with insurers’ willingness to hold investment-grade debt related to such projects.&nbsp;Ares said digital infrastructure accounted for 42% of investment-grade private placements year to date, while at least 24 data center securitizations were issued over the past 12 months.&nbsp;<h2 class="st-heading-2">Burry Says Chip Depreciation Is ‘Very, Very Real’</h2>Burry also turned to the chips behind some AI loans. He pointed to an Ares chart depicting a 51% decline in the Nvidia H100’s residual value over three years. Rapid changes in chip value can complicate loans backed by the hardware.This is why lenders demand residual-value guarantees, Burry argued. Manufacturers and cloud providers offer backstops “not because they want to. Because they have to,” he said, calling chip depreciation “very, very real.” Such guarantees can protect lenders against a shortfall in an asset’s future value, depending on the deal's terms.Burry said he expects to publish Part VI, covering the financing web and his insurance research, in a few weeks. Part VII will examine neo-cloud providers including CoreWeave and Nebius. He ended his post with a warning: “Bubbles are indeed painfully obvious. Painfully.”For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/stocktwits-pharma-pulse-lilly-novo-lead-busy-week-stocks-readouts-to-watch/cZMSib7RBfS">Stocktwits Pharma Pulse: Lilly, Novo Lead A Busy Week — Here Are The Stocks And Readouts To Watch&nbsp;</a>

 Michael Burry attends "The Big Short" New York screening Ziegfeld Theater on November 23, 2015 in New York City. 

Michael Burry called Ares Management’s analysis of AI financing “need-to-know-now” information.

Michael Burry Fires Another AI Warning: Why A $573B Financing Web Has Him Watching Insurers

Amazon.com Inc

Alphabet Inc - Ordinary Shares - Class C

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Microsoft Corp

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Hold rates steady

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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? 
 
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