SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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

Allegations involving Jensen Huangincluding a reported relationship with a suspected Chinese intelligence assetand speculation that Nvidias board could remove him are driving concern about leadership, governance and potential national-security scrutiny. Traders are split between fears of further disruption and the view that Nvidias AI business can remain strong regardless of who leads it.

Rolls-Royce Holdings Plc designs, develops, manufactures, and services integrated power systems for use in the air, on land, and at sea. The company operates its business through following segments: Civil Aerospace, Power Systems, and Defense. The Civil Aerospace segment offers commercial aero engines and aftermarket services. The Power Systems segment includes engines, power systems and nuclear systems for civil power generation. The Defense segment consists of military aero engines, naval engines, submarines and aftermarket services. The company was founded in March 1906 and is headquartered in London, the United Kingdom.

Rolls-Royce Holdings Plc - ADR

Rolls-Royces trading update is the main focus, particularly its accelerated share buyback, reaffirmed outlook and reports of resilient engine flying hours and strong orders. Traders largely view the update as reassuring and the buyback as supportive, while some expect the February results and business performance to matter more than repurchases alone.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment includes To-Home businesses, which include Ele.me, local services and delivery platforms, and Taoxianda, and To-Destination segment businesses, which include Amap, the provider of mobile digital maps, navigation and real-time traffic information, and restaurant and local services guide platforms. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solutions. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is drawing attention over traders concerns that alleged links to AI cloud provider Megaspeed could connect it to the Nvidia espionage probe and raise the risk of tighter U.S. chip-export controls, potentially limiting its AI ambitions. The allegations remain disputed and unproven; bearish reactions dominate, though some traders argue Alibabas own chip efforts could cushion the impact.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Q3 earnings report is the dominant focus, with traders looking for evidence that rapid growth is translating into revenue and improving margins, cash burn, and the path to profitability. Bulls speculate that strong results could pressure heavily shorted shares, while skeptics warn that losses, dilution, or a disappointing outlook could weigh on the stock.

Midnight (NIGHT) is a cryptocurrency launched in 2025and operates on the BNB Smart Chain (BEP20) platform. Midnight has a current supply of 24,000,000,000 with 16,607,399,401 in circulation. The last known price of Midnight is 0.04761111 USD and is up 12.90 over the last 24 hours. It is currently trading on 208 active market(s) with $35,829,003.37 traded over the last 24 hours. More information can be found at https://midnight.network/.

Midnight

NIGHT is drawing attention amid volatile trading and heavy volume as traders watch whether it can hold support; some attribute selling pressure to continuing airdrop distributions, while others see the recent strength as buyers absorbing supply. Lingering concerns about the earlier Wanchain bridge exploit and the volume of tokens still potentially being sold compete with optimism about Midnights privacy-network development.

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

Reports that Nvidias board may replace Jensen Huang have fueled a rotation into AMD, with traders betting that customers and investor capital could shift toward competing chipmakers. Some see a potential market-share opportunity, while others argue the rally is sentiment-driven and that Nvidias turmoil or a broader AI-sector pullback could also weigh on AMD.

The Goldman Sachs Group, Inc. engages in the provision of financial services. It operates through the following business segments: Global Banking and Markets, Asset and Wealth Management, and Platform Solutions. The Global Banking and Markets segment includes investment banking, global investments, and equity and debt investments. The Asset and Wealth Management segment relates to the direct-to-consumer banking business which includes lending, deposit-taking, and investing. The Platform Solutions segment includes consumer platforms such as partnerships offering credit cards and point-of-sale financing, and transaction banking. The company was founded by Marcus Goldman in 1869 and is headquartered in New York, NY.

Goldman Sachs Group, Inc.

Goldmans strong quarterly earnings, driven by equities trading and investment-banking activity, remain a major focus. Traders are divided over the sharp pullback that followed: some see an opportunity after the beat, while others are frustrated that the stock fell despite the results.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

CAPR is drawing attention ahead of the FDAs Nov. 22 decision on deramiocel for Duchenne muscular dystrophy, with managements confidence and comments about potential labeling, alongside an analyst upgrade, adding to optimism. Many traders are bullish and speculate about short covering, while others stress that approval is uncertain after the advisory committees negative vote on the earlier cardiomyopathy-focused case.

Kratos Defense & Security Solutions, Inc. engages in the provision of mission critical products, services and solutions for United States national security priorities. It operates through the Kratos Government Solutions (KGS) and Unmanned Systems (US) segments. The KGS segment consists of an aggregation of KGS operating segments, including microwave electronic products, space, satellite and cyber, training solutions. The US segment refers to the unmanned aerial, unmanned ground, unmanned seaborne and related command, control and communications system businesses. The company was founded on December 19, 1994, and is headquartered in Round Rock, TX.

Kratos Defense & Security Solutions Inc

ARK Invests KTOS purchases and the companys long-range growth outlook are drawing attention, alongside discussion of recent defense-program milestones. Traders are split between viewing the buying and growth prospects as support for the stock and worrying about its steep decline, valuation, and defense-budget uncertainty.

Corvus Pharmaceuticals, Inc. engages in the development of product candidates for the treatment of cancer and immune-mediated and inflammatory diseases. Its product candidates include soquelitinib, an ITK inhibitor, ciforadenant, an adenosine A2A receptor antagonist, and mupadolimab, a B cell-activating anti-CD73 antibody. The company was founded by Richard A. Miller, Peter A. Thompson, Joseph J. Buggy, and Erik Verner on January 27, 2014 and is headquartered in South San Francisco, CA.

Corvus Pharmaceuticals Inc

Attention centers on soquelitinibs clinical pipeline, including initial positive one-year safety and efficacy findings in a small Phase 2 ALPS cohort and development across additional indications. Bulls see promise in the drugs potential, while skeptics emphasize limited patient data and delays or uncertainty around other trial updates; buyout and short-squeeze claims remain speculation.

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Bond Investors Are Doubting The Long-Term Prospects Of AI Hyperscalers: Fixed Income Expert Chris White 

Equity

In an interview with CNBC, Chris White, CEO of BondCliQ and ViableMkts, said that as bond supply and default risks grow, investors are starting to demand higher yields.

Why I Sold My Individual Bonds and Moved Everything Into 1 Bond ETF

Key PointsThe Vanguard Total Bond Market ETF is a practical option for fixed-income investors...

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Key PointsVanguard Intermediate-Term Corporate Bond ETF offers a higher dividend yield than Vanguard Total Bond Market ETF...

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Key PointsVanguard Total Bond Market ETF provides broader exposure to corporate and government debt compared to the Treasury-focused Vanguard Intermediate-Term Treasury ETF...

I Think BND Is the Best Bond ETF for Most Investors: Here's Why I'm Buying More in 2026.

Key PointsThe Vanguard Total Bond Market ETF invests in high-quality bonds...

Most Investors Pick the Wrong Bond ETF. I'd Buy BND and Never Look Back.

Key PointsThe Vanguard Total Bond Market ETF (BND) is paying a yield of almost 5...

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Key PointsVanguard Total Bond Market ETF offers a significantly lower expense ratio and much greater diversification than Fidelity Investment Grade Bond ETF...

If You Invest $10,000 in This Bond ETF Today, Here's What History Says It Could Deliver in 20 Years

Key PointsThe Vanguard Total Bond Market ETF has historically returned around 3% annually since its inception in 2007...

BND, VCHY: Big ETF Inflows

Comparing units outstanding versus one week ago at the coverage universe of ETFs at ETF Channel, the biggest inflow was seen in the Vanguard Total Bond Market ETF, which added 50,700,000 units, or a 2.3% increase week over week.

And on a percentage change basis, the ETF with...

4 Bond ETFs Worth Buying Following the $300B Surge in H1'26 

Bond ETFs attract nearly $300B in H1 2026 as investors chase yield and stability. Discover four low-cost funds positioned for continued fixed-income momentum.

Vanguard Bond Index Funds - Vanguard Total Bond Market ETF

Bearish Sentiment

<ul class="summary-bullets"><li>The fixed-income expert said bond markets react over weeks and months, unlike the day-to-day reactions of stock markets.&nbsp;</li><li>As fresh bond issues from hyperscalers enter the market, he raised concerns about higher yields needed to tap the market again.</li><li>The fixed-income expert also noted that as bond oversupply begins, it would also affect the U.S. government’s ability to raise capital.</li></ul>Amid a volatile environment for long-dated U.S. Treasuries, Chris White, CEO of BondCliQ and ViableMkts, believes bond investors are starting to doubt the long-term prospects of many large artificial intelligence hyperscalers.In an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=dp1bUOlTiCU">interview</a> with CNBC, White said the major difference between the stock market and the bond market is that the latter reacts over weeks and months, as compared to the day-to-day reactions of stock markets.&nbsp;<h2 class="st-heading-2">Why White Thinks Bond Markets Indicate AI Doubts</h2>“I think the numbers are pretty clear when you look at CoreWeave, when you look at Oracle, and when you look at the other AI hyperscalers that bond investors have been starting to doubt some of the stories regarding the long-term prospects of a lot of these AI hyperscalers,” White said.&nbsp;He said that as default risks grow, investors are starting to demand higher yields on bonds to compensate for greater risk. He pointed out that some of the “pretty big unknown risks” include geopolitical uncertainty.&nbsp;Speaking specifically about&nbsp;<a href="https://stocktwits.com/symbol/ORCL">Oracle Corp. (ORCL)</a> and&nbsp;<a href="https://stocktwits.com/symbol/CRWV">CoreWeave (CRWV)</a>, White said that while their outstanding debt was about 5% of the total $258 billion outstanding, their short maturity range is far more concerning.&nbsp;Oracle raised $25 billion through an eight-part investment-grade senior unsecured bond offering in February this year. Meanwhile, CoreWeave raised $3.7 billion through convertible notes in September, following high-yield debt issuances earlier in the year.&nbsp;“They're going to have to refinance this debt in the next five to seven years. And that then makes them a lot more sensitive to, I would say, the shorter-term interest rate conditions,” White said.&nbsp;As fresh bond issues from hyperscalers&nbsp;enter&nbsp;the market, he&nbsp;said the worry&nbsp;is&nbsp;that if the hyperscalers need to tap the market again, investors are “going to demand a yield premium to take on the additional risk that these bonds sell off very quickly after they're being issued.”&nbsp;<h2 class="st-heading-2">Investors Are Demanding Yield Premium Across The Spectrum&nbsp;</h2>White added that if Microsoft, the only triple-A-rated AI hyperscaler, taps the bond market at wide spreads, it would become the benchmark for all other AI hyperscalers.“So if Microsoft wanted to back up their yields a little bit and say, hey, we're going to give everyone a sweetheart deal, people are going to expect all the other AI hyperscalers to follow suit,” he said.&nbsp;The fixed-income expert also noted that as bond oversupply begins in the market, it would also&nbsp;affect the U.S. government’s ability to raise capital.Long-dated U.S. Treasuries are already trading near multi-decade high yields. At the time of writing, yields on 10-year U.S. Treasuries and 30-year Treasuries were trading above 5%.&nbsp;“We're obviously hearing comments coming out of the White House that they're concerned about long-term yields. There have been direct bond-buying programs. I think this has a lot to do with the oversupply we're seeing from AI hyperscalers,” he said.&nbsp;<h2 class="st-heading-2">US Bond Market Performance</h2>The&nbsp;<a href="https://stocktwits.com/symbol/TLT">iShares 20+ Year Treasury Bond ETF (TLT)</a> was trading about 1% higher at the time of writing amid ‘neutral’ sentiment. Meanwhile, the&nbsp;<a href="https://stocktwits.com/symbol/TLH">iShares 10-20 Year Treasury Bond ETF (TLH)</a> was down about 0.05% overnight amid ‘neutral’ sentiment.&nbsp;One user&nbsp;<a href="https://stocktwits.com/AI_Bull_/message/666555880">said</a>, “There's a rush to safety in bonds. Look at the yields sell off as equity is selling off. As yields fall it should have made the markets rally. It isn't. That is telling you money is rotating out of equity and into bonds. Equity is now seen as too risky and bonds is seen as a good place to put your money.”Another user&nbsp;<a href="https://stocktwits.com/Bonds_Salesman/message/666554478">said</a>, “How deep in a recession are we if the AI trade stops? Asking for the non-bond holders out there. Get some bonds!”Meanwhile, the&nbsp;<a href="https://stocktwits.com/symbol/AGG">iShares Core U.S. Aggregate Bond ETF (AGG)</a>, which tracks the performance of the broad U.S. investment-grade bond market, was up 0.47% overnight amid ‘bearish’ sentiment.&nbsp;The&nbsp;<a href="https://stocktwits.com/symbol/BND">Vanguard Total Bond Market ETF (BND)</a>, which gives investors exposure to the investment-grade U.S. dollar-denominated bonds, was down 0.13% amid ‘neutral’ sentiment.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Rising bond yields have pressured tech stocks in particular on Wednesday.

Bond Investors Are Doubting The Long-Term Prospects Of AI Hyperscalers: Fixed Income Expert Chris White

iShares Core U.S. Aggregate Bond ETF

Vanguard Total Bond Market ETF

CoreWeave Inc

Oracle Corp.

iShares 10-20 Year Treasury Bond ETF

iShares 20+ Year Treasury Bond 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.

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$BND if you spent 2 million to make 500$ you would be proportionately as profitable as AI. And they still do not know how to contain and control AI. I am 90% bonds because private businesses can’t print money to cover their debt unlike the government.

Doornumber3

$BND I wanna say thank you to the wise man who once told me Stocks go down, Bonds go up. I was a kid and still kept that belief till this day.

Shane G

$BND bonds will recover soon as inflation plummets due to it is a yearly comparison, America is in a recession, it just doesn’t know it yet

$BND This has to recover at some point right or did I curse another obvious completely like $AVGO ? 😓😅

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