SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantirs Q3 earnings beat expectations and raised outlook, with rapid U.S. commercial growth surpassing government revenue for the first time. The shares fell despite the strong results, as traders debated whether lofty valuation and expectations leave room for further gains amid weakness in AI and technology stocks; bulls pointed to continued commercial adoption.

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 quarterly earnings beat expectations, but shares came under pressure after its holiday-quarter margin outlook highlighted rising memory costs; traders also pointed to weaker China, iPad and wearables results and slowing growth. Bulls cite strong iPhone demand and a solid quarter, while bears argue the outlook and valuation leave little room for disappointment.

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 all-stock acquisition of Lumentum has driven a sharp selloff, with traders focused on shareholder dilution, the perceived price paid, and the long wait for the deal to close. Some see the combination of Marvells chips and networking with Lumentums optical technology as a long-term AI infrastructure opportunity, but near-term skepticism dominates.

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 Q3 earnings and forward guidance are in focus after a sharp semiconductor selloff, with Intels weak outlook fueling concern about broader chip demand. Traders are divided between fears that high expectations and a weak guide could deepen the decline and hopes that strong AI and data-center results will counter the sectors pessimism.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstart is under pressure ahead of its quarterly earnings report, with traders pointing to a recent Bank of America downgrade and unusually heavy selling as sources of concern. The discussion is split between fears of weak results or guidance amid high rates and credit risks, and hopes that a strong report could prompt a rebound or short squeeze.

Backblaze, Inc. operates as a cloud provider for businesses and consumers to store, use, and protect their data. The firm provides a foundation for businesses, developers, IT professionals, and individuals to store, backup, and archive data, host content, manage media, and build their applications. It also offers B2 Cloud Storage and Computer Backup services. The company was founded by Timothy Nufire, Gleb Budman, Charles Jones, Kwok Hang Ng, Brian Wilson, Nilay Patel and Damon Uyeda in 2007 and is headquartered in San Francisco, CA.

Backblaze Inc - Ordinary Shares - Class A

Backblaze is drawing attention after reporting stronger-than-expected Q3 results and raising its full-year outlook, with traders highlighting accelerating B2 cloud-storage growth and improving profitability. Bulls see the results as validation of its AI-storage opportunity, while others remain cautious about the volatile post-earnings move and its ability to hold gains.

Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

A report that nonprofit Usona may have filed an FDA application for psilocybin in major depressive disorder has stirred competition fears around Compass Pathways COMP360 program for treatment-resistant depression and contributed to a sharp selloff. Traders debate whether Usona could pressure COMP360s market position, pricing and reimbursement, while others stress the different indications and question whether the reported filing is confirmed; many are also looking to management for clarity on Compasss NDA timeline.

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.

Midterm election expectations dominate discussion, with traders debating whether a Republican win could lift DJT or Democratic gains would deepen pressure on the politically linked stock. Many also describe its moves as speculative and question whether there is a durable company-specific catalyst, while Iran-war headlines add uncertainty to the broader market backdrop.

Carvana Co. is a holding company and an eCommerce platform, which engages in the buying and selling of used cars. The company was founded by Ernest Garcia, III, Benjamin Huston and Ryan Keeton in 2012 and is headquartered in Tempe, AZ.

Carvana Co. - Ordinary Shares - Class A

Carvana Co.

Carvanas post-earnings rally is drawing attention after strong growth in retail units and revenue, alongside news that the SEC closed a previously disclosed investigation without recommending enforcement. Traders are split between betting on continued momentum and a possible short squeeze, and questioning the valuation, margin pressure, and decision to stop issuing regular guidance.

PENN Entertainment, Inc. engages in the provision of integrated entertainment, sports content, and casino gaming services. It operates through the following business segments: Northeast, South, West, Midwest, Interactive, and Other. The Northeast segment includes Ameristar East Chicago, Hollywood Casino, Hollywood Gaming, Marquee, and Plainridge Park Casino operations. The South segment manages 1st Jackpot Casino, Ameristar Vicksburg, Boomtown, Hollywood Casino Gulf Coast, Hollywood Casino Tunica, L’Auberge, and Margaritaville Resort Casino. The West segment is involved in Ameristar Black Hawk, Cactus Petes and Horseshu, M Resort Spa Casino, and Zia Park Casino operations. The Midwest segment focuses on Ameristar Council Bluffs, Argosy Casino, Hollywood Casino, Prairie State Gaming, and River City Casino operations. The Interactive segment refers to an online gaming portfolio which includes ESPN BET, Hollywood Casino, theScore Bet, and PENN Game Studios. The Other segment consists of stand-alone racing operations, namely Sanford-Orlando Kennel Club, Sam Houston, and Valley Race Park. The company was founded by Peter M. Carlino in 1982 and is headquartered in Wyomissing, PA.

PENN Entertainment Inc

PENN Entertainment Inc.

PENNs sharp rebound is drawing attention amid a broader bounce in gaming stocks after a prolonged selloff; traders are debating whether it marks a sector bottom or is a temporary squeeze. Some also point to upcoming earnings as a possible near-term focus, while persistent concerns about PENNs debt and digital-betting execution remain.

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

NVIDIA Corp

 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

Boeing, Icelease Sign Agreement for Potential 767 Converted Freighters

Boeing and Icelease agree to convert one 767-300 aircraft, with options for two additional freighter conversions under the deal.read more...

We're trimming a rallying industrial stock, looking for its next catalyst post-spinoff

We're offsetting our Boeing purchase from earlier Monday...

Boeing and Icelease Sign Agreement for up to Three 767-300 Boeing Converted Freighters

Boeing and Icelease Sign Agreement for up to Three 767-300 Boeing Converted Freighters Boeing and Icelease Sign Agreement for up to Three 767-300 Boeing Converted FreightersPR NewswirePLANO, Texas, Nov. 2, 2026 Agreement covers conversion of one 767-300BCF aircraft and secures options for two...

Boeing Stock Slumps Again; Time to Buy or Throw in the Towel?

Key PointsAchieving management's targets could yield strong returns by 2029...

China Rips Off America's Secret X-37B Spaceplane

China Rips Off America's Secret X-37B Spaceplane

 A newly released US intelligence report, first cited by the defense news outlet TWZ, shows a high-resolution satellite image of China's experimental spaceplane, revealing a design very similar to the US Space Force's X-37B.The Defense...

Stocktwits Defense Watch: L3Harris, BA Report Record Backlogs, HII Raises FY2026 Shipbuilding Revenue Forecast

Equity

Strong demand for military equipment helped U.S. defense contractors report higher Q3 revenue and growing order books.


General Dynamics' Q3 Earnings Surpass Estimates, Revenues Improve Y/Y

GD's third-quarter 2026 earnings and revenues beat estimates, driven by growth across all four segments and a doubling of its backlog.

Joby Is Buying a Defense Company. Archer Plans to Buy 3 From Boeing. Here's Which Pivot Makes More Sense.

Key PointsThe viability of Archer and Joby's commercial eVTOL aircraft businesses remains unproven...

Is Archer Aviation Stock a Buy Before Its Q3 Earnings Report?

Key PointsArcher's acquisition of Boeing subsidiaries could change its financial picture...

Textron Q3 Earnings Outpace Estimates, Revenues Increase Y/Y

TXT beat Q3 earnings estimates by 23.1% as aviation revenue surged on higher Citation jet deliveries, prompting the company to raise its 2026 earnings outlook.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Neutral Sentiment

<ul class="summary-bullets"><li>L3Harris reported a record $53.2 billion backlog after securing $19.3 billion in quarterly orders.</li><li>HII secured $32.4 billion in new contracts during Q3, with existing awards covering nearly 90% of its expected shipbuilding revenue through 2030.</li><li>Boeing’s defense revenue jumped 15% to $7.94 billion, but weaker commercial airplane performance weighed on overall results.</li></ul>With the quarterly earnings season in full swing, U.S. defense firms largely delivered strong results this week, highlighting sharp growth in backlogs driven by rising demand for missiles, military aircraft and naval vessels.L3Harris Technologies (LHX), Boeing (BA), and HII (HII) all reported topline growth, and while Boeing’s earnings fell short of street expectations, the aircraft maker attributed it to weaker performance of its commercial airplanes division.<img src="https://news.stocktwits-cdn.com/c_T_Fx_G_defense_contractors_q3_print_1_f1a976d287.png" alt="cTFxG-defense-contractors-q3-print- (1).png"><h2 class="st-heading-2">L3Harris Raises Outlook As Backlog Hits Record $53.2B</h2>On Thursday, L3Harris <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.l3harris.com/newsroom/press-release/2026/10/l3harris-delivers-record-backlog-and-strong-third-quarter-results">reported</a> a 7% increase in third-quarter (Q3) revenue to $6.06 billion, beating Wall Street estimates of $5.94 billion, according to Fiscal.ai. Earnings per share (EPS) jumped 33% to $3.28, beating consensus estimates of $2.95.Crucially, L3Harris reported a record backlog of $53.2 billion, boosted by quarterly orders of around $19.3 billion. CEO Sam Mehta highlighted strong demand for missile systems, space technologies and military communications equipment.The outperformance allowed the company to raise its full-year 2026 revenue outlook to $23.5 billion to $23.7 billion from $23.2 billion to $23.7 billion and EPS guidance to $12.25 to $12.35 from $11.80 to $12.00.<a href="https://stocktwits.com/symbol/LHX">LHX shares</a> closed 6.8% higher on Thursday.<h2 class="st-heading-2">HII Secures $32.4B In New Orders In Q3</h2>On Thursday, another defense contractor posted a strong quarterly print. Shipbuilder HII <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.hii.com/news/hii-reports-third-quarter-2026-results">reported</a> record third-quarter revenue of $3.54 billion, up nearly 11% and above Wall Street’s $3.37 billion estimates. EPS surged around 49% to $5.48, significantly higher than the $4.43 estimates.New contract awards during the quarter totaled $32.4 billion, accounting for the majority of the $43.1 billion in contracts it received year-to-date.CEO Chris Kastner added that existing awards now cover about 90% of expected shipbuilding revenue through 2030. HII raised its 2026 shipbuilding revenue forecast to $10.5 billion to $10.7 billion from $10.2 billion to $10.4 billion.<a href="https://stocktwits.com/symbol/HII">HII shares</a> surged after the results, closing 13.2% higher.<h2 class="st-heading-2">Boeing’s Defense Business Grows But Q3 Earnings Miss Street Estimates</h2>Boeing’s 4% topline growth primarily reflected higher defense and services volume. The company’s <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://investors.boeing.com/investors/news/press-release-details/2026/Boeing-Reports-Third-Quarter-Results/default.aspx">defense division</a> recorded a 15% increase in Q3 revenue to $7.94 billion.While earnings from operations and operating margins grew significantly over the last year, the gains reflected a $252 million gain from the sale of HRL Laboratories in July. The division’s backlog reached a record $101 billion.Overall, revenue came in at $24.19 billion, along with a loss of $0.34 per share. Both metrics were below Street estimates. Revenue from its largest segment, commercial airplanes, declined 3%.<a href="https://stocktwits.com/symbol/BA">BA shares</a> tanked nearly 11% after the results on Tuesday.<h2 class="st-heading-2">How Have LHX, HII And BA Stocks Performed In 2026?</h2>Retail sentiment surrounding LHX and HII on Stocktwits turned ‘neutral’ from ‘bearish’ over the past 24 hours. Sentiment for BA remained in the ‘bullish’ territory.<img src="https://news.stocktwits-cdn.com/Defense_7c55b9ea30.png" alt="Defense.png">Despite strong earnings-driven rallies in L3Harris and HII, all three stocks remain in negative territory year-to-date, with Boeing down nearly 21%, HII falling 9.6%, and L3Harris declining 8.6%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Japanese Self-Defense Forces personnel stand guard in front of a surface-to-air guided missile system, during an Integrated Air and Missile Defense (IAMD) drill.

Strong demand for military equipment helped U.S. defense contractors report higher Q3 revenue and growing order books.

Stocktwits Defense Watch: L3Harris, BA Report Record Backlogs, HII Raises FY2026 Shipbuilding Revenue

Boeing Co

Huntington Ingalls Industries Inc

L3Harris Technologies Inc

Track BA stock price, charts, news and real-time market activity on Stocktwits. Join the BA message board to follow investor discussions, retail trader sentiment, bullish and bearish signals around Boeing co stock.

BA Stock Price Today - Boeing Co News, Charts, Retail Sentiment

Up more than 3%

Flat to up 3%

Flat to down 3%

Down more than 3%

What’s your expected total return for the S&amp;P 500 ($SPY) in November?

Stocktwits

What’s your expected total return for the S&P 500 (

Feed

News

Sentiment

Earnings

Futures

Fundamentals

Info

BA Futures

BA Single Stock Futures

BA Micro Single Stock Futures