SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

Disappointing results and outlooks from major tech companies, alongside concerns that heavy AI infrastructure spending may not deliver sufficient returns, have fueled a broad risk-off mood and pressure on the S&P 500. Traders are divided between calling it the start of a deeper AI-led correction and viewing the selloff as a buying opportunity.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intels weaker fourth-quarter outlook, citing soft PC demand and supply constraints, drove a sharp selloff despite stronger-than-expected quarterly results. Traders are split between viewing the drop as an overreaction and buying the dip, and seeing the guidance and execution risks as signs of further weakness.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is under pressure after Amazons heavy AI infrastructure spending and Intels weak outlook intensified concerns about tech-sector earnings and whether AI investment will generate adequate returns. Traders are debating whether the selloff signals a broader AI-trade unwind or a buying opportunity, with panic over further losses competing with calls to buy the dip.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons quarterly results and outlook drew scrutiny as slight revenue and earnings misses, heavy AI infrastructure spending, and weaker cash flow fueled a sharp selloff. Traders are divided: some see spending and uncertain returns as a risk, while others argue strong AWS growth supports the investment and view the drop as an overreaction.

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

Weak Amazon results and Intel guidance have intensified a broader AI and semiconductor selloff, prompting debate over whether hyperscaler spending will generate adequate returns; some traders counter that ongoing cloud growth and investment still support chip demand. The community is also discussing allegations linking a Singapore cloud customer to Chinese intelligence, which Nvidia has rejected as a concern about ordinary business dealings.

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

SanDisks strong quarterly results and raised outlook, alongside its announced 8-for-1 stock split, dominate discussion. Traders are debating the sharp selloff despite the beat: some blame broader tech and AI risk-off sentiment or profit-taking, while bullish voices point to robust data-center demand and question whether the market reaction reflects the companys fundamentals.

Iovance Biotherapeutics, Inc. engages in the development and commercialization of cell therapies using autologous tumor-infiltrating lymphocytes (TIL) for the treatment of cancer. Its products include Amtagvi (lifileucel), and Proleukin (aldesleukin). The firm also develops investigational TIL therapies for other solid tumor cancers. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Updated lifileucel lung-cancer trial results drove a sharp selloff: the overall response rate was broadly in line with the prior update, while a small, retrospectively identified biomarker subgroup showed a much higher response rate. Traders are split between viewing the subgroup as a promising precision-treatment strategy and worrying that it leaves regulatory approval, the addressable market, and the timeline less certain; many also criticized managements presentation of the data.

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.

DJT is drawing attention amid a steep slide to fresh lows, with traders criticizing its business prospects and describing the stock as a speculative vehicle tied to Trump. Discussion also centers on the approaching midterms: many expect political risk to weigh on the shares, while some bulls argue a Republican showing could support a rebound.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apples resilience as investors rotate away from AI-heavy tech into a perceived safe haven is the dominant topic, with many traders describing it as an anti-AI hedge supporting the broader market. Bulls see defensive appeal and limited AI spending as strengths, while bears cite a stretched valuation, upcoming earnings risk, and concerns about new-device demand and quality.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Strategys Q3 results prompted debate over Bitcoin-driven earnings gains versus softer revenue, while traders also focused on the CFO transition. Much of the bearish reaction centers on the suspected Binance hack and Bitcoin selloff, though some traders view the decline as a buying opportunity.

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

 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

Dan Ives Raises His Price Target On Rivian – Why Does He Expect 2026 To Be A Significant Year For The Company?

Equity

Ives raised Rivian’s price target to $25 from $16, citing the company’s R2 launch and autonomy roadmap in 2026. 

American Century ETF Trust - Avantis Emerging Markets Value ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Ives maintained an ‘Outperform’ rating on the stock.&nbsp;</li><li>Wedbush sees 2026 as a significant year for Rivian, with the SUV launch expected to boost delivery metrics and the autonomy roadmap, boosting alternative revenue sources.</li><li>On Thursday, Baird upgraded Rivian to ‘Outperform’ from ‘Neutral’ and also increased its target price to $25 per share from $14.</li></ul>Wedbush Managing Director and Senior Equity Research Analyst Daniel Ives raised Rivian Automotive Inc.’s (<a href="https://stocktwits.com/symbol/RIVN">RIVN</a>) price target to $25 from $16 with an ‘Outperform’ rating on Friday, citing the company’s expected R2 launch and autonomy roadmap.Ives noted that they believe 2026 would be a significant year for Rivian given its new SUV launch, which would boost delivery metrics, according to TheFly. Rivian’s new autonomy roadmap would help the automaker tap into alternative revenue sources while also managing costs related to tariffs and business investments, he added.<h2 class="st-heading-2">Recent Street Action</h2>On Thursday, Baird upgraded Rivian to ‘Outperform’ from ‘Neutral’ and also increased its target price to $25 per share from $14. Last week, Goldman Sachs increased Rivian’s price target to $16 from $13 while maintaining a ‘Neutral’ rating, while Needham maintained a ‘Buy’ rating, raising the price to $23 from $14.The analyst action comes amid increased confidence in Rivian’s new SUV, the R2 model, expected to launch in 2026. Earlier this month, the car maker also made a series of announcements at its AI and autonomy event, including the development of its custom chip, RAP1 (Rivian Autonomy Processor 1), which would help it achieve level 4 vehicle autonomy, as well as an Autonomy+ subscription for its next-gen customers.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, RIVN was among the top trending stocks on Friday morning. The retail sentiment around RIVN remained in the ‘bullish’ territory over the past 24 hours, and message volume stayed at ‘extremely high’ levels at the time of writing.<figure class="image"><img style="aspect-ratio:1281/153;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_19_at_6_12_47_PM_png_c6f02bed9c.webp" alt="On Stocktwits, The retail sentiment around RIVN remained in the ‘bullish’ territory over the past 24 hours, and message volume stayed at ‘extremely high’ levels at the time of writing." width="1281" height="153"></figure>One Stocktwits user highlighted the upgrade and said that they expected the price to rise above $25.<stembedurl>https://stocktwits.com/Chevmantm/message/639670880</stembedurl>Another user opined that they expect the stock to hit $100 soon.<stembedurl>https://stocktwits.com/Johamfly/message/639668215</stembedurl>Shares of RIVN are up over 53% this year.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

A Rivian charges outside of Blink Charging's new flagship manufacturing facility in Bowie, Md., on Monday March 11, 2024. (Tom Williams/CQ-Roll Call, Inc via Getty Images)

Ives raised Rivian’s price target to $25 from $16, citing the company’s R2 launch and autonomy roadmap in 2026.

ALPS Fund Services - ALPS Clean Energy ETF

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.

Feed

News

Sentiment

Fundamentals

Info

AVES News