SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceXs strong Q3 results and outlook for expanding its AI-compute business, reinforced by a wave of analyst upgrades, are driving the rally. Bulls also point to possible Tesla merger discussions, while skeptics question the valuation and capital spending and flag a major share unlock as a potential source of selling pressure.

Strive, Inc. engages in the provision of an asset management Bitcoin treasury. It is focused on maximizing value for shareholders, accumulating bitcoin and outperforming bitcoin over the long run. The company was founded by Arshia Sarkhani, Jackson Fairbanks, Arman Sarkhani, and Kyle Fairbanks on March 9, 2022 and is headquartered in Dallas, TX.

Strive Inc. - Ordinary Shares - Class A

Strive Inc.

Strives upsized SATS preferred-stock offering and its use to finance further Bitcoin accumulation are driving discussion, alongside reports of additional BTC purchases. Bulls see the preferred funding and growing treasury as supportive, while skeptics warn that the high dividend obligations and senior claims could weigh on common shareholders.

Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company was founded on June 3, 2024 is headquartered in New York, NY.

Skydance Corp. - Ordinary Shares - Class B

Skydances distribution of separately traded warrants has dominated discussion, as the shares fell sharply on the ex-warrant date and many traders debated how much of the move reflected the mechanical separation versus additional selling and confusion over broker handling. Reactions are split between holders who view the combined shares-and-warrants value as largely intact and skeptics focused on the companys heavy debt and dilution risk.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix shares are under pressure after softer next-quarter guidance and a reduced advertising outlook overshadowed an earnings beat, with analyst downgrades and target cuts adding to concerns about slowing growth and competition. Traders are divided between viewing the selloff as an overreaction and buying the dip, or expecting further weakness amid doubts about the companys growth prospects.

Icahn Enterprises LP is a holding company. It operates through the following segments: Investment, Automotive, Energy, Food Packaging, Real Estate, Home Fashion, Pharma, and Holding Company. The Investment segment consists of various private investment funds. The Automotive segment holds ownership in Icahn Automotive Group, LLC. The Energy segment refers to petroleum refining and marketing businesses. The Food Packaging segment involves the production and sale of cellulosic, fibrous, and plastic casings for the processed meat and poultry industry. The Real Estate segment offers rental real estate, property development, and resort activities. The Home Fashion segment deals with manufacturing, sourcing, marketing, distributing, and selling home fashion consumer products. The Pharma segments operate through Vivus, Inc., a specialized pharmaceutical company. The Holding Company segment manages acquisition and investment in operating businesses. The company was founded on February 17, 1987 and is headquartered in Sunny Isles Beach, FL.

Icahn Enterprises L P - Unit

Icahn Enterprises, L.P.

IEPs steep decline and new lows are driving discussion, with investors questioning the sustainability of its distribution amid losses, dilution and concerns about Icahn Enterprises performance. Bulls point to the value of its CVR Energy stake and high short interest as potential supports, while skeptics argue those factors have yet to offset the partnerships broader weakness.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JDs quarterly results and the sharp selloff that followed dominate discussion, despite some traders viewing profitability and cash-flow trends as encouraging. The debate centers on whether weaker revenue reflects soft Chinese consumer demand and justifies the decline, or whether the market is overlooking improving margins and shareholder returns.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Metas quarterly earnings are the main focus, especially whether AI spending will keep rising and whether Muse and AI investments can support growth. Bullish traders expect strong AI and advertising momentum, while skeptics worry about heavy capital spending, pressure on cash flow, and a negative reaction even if results are solid.

Six Flags Entertainment Corp. engages in operating amusement parks in North America. It operates amusement parks, water parks, and resorts. The company is headquartered in Charlotte, NC.

Six Flags Entertainment Corp.

Six Flags Entertainment Corp

A fatal rider accident at Six Flags Over Georgia, followed by precautionary coaster closures as the investigation continues, is driving concern about safety, attendance and potential legal exposure. Traders are also weighing analyst target cuts and the companys heavy debt against hopes the incidents impact will fade and the business can recover.

United Airlines Holdings, Inc. is a holding company, which engages in the provision of transportation services. It operates through the following geographical segments: Domestic, Atlantic, Pacific, and Latin America. The company was founded on December 30, 1968 and is headquartered in Chicago, IL.

United Airlines Holdings Inc

Uniteds quarterly results and sharply weaker fourth-quarter profit outlook have put fuel costs and margin pressure at the center of the discussion, despite record revenue and resilient travel demand. Traders are split between seeing the share rebound as evidence of buying support and worrying that elevated jet-fuel costs will keep weighing on profits.

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia, and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Lam Research Corp.

Lam Research is drawing attention ahead of its upcoming earnings report after a prolonged selloff in semiconductor-equipment stocks. Traders are split between buying the pullback on expectations for strong AI- and memory-driven demand and worrying that high expectations, guidance, and weak technical momentum could keep shares under pressure.

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

A Guide to Investing in Cybersecurity ETFs

AI may face growing safety and valuation concerns, but cybersecurity demand could benefit. Here are the ETFs to consider.

Cybersecurity Stocks Retreat From Record Highs — Citi Raises CRWD, PANW, ZS Targets On Improving Spending Momentum

Equity

Wells Fargo said ten detailed discussions with channel partners and its reseller survey indicated cybersecurity spending was gaining momentum heading into 2027, according to The Fly.

CRWD Stock’s New Target Implies 18% Upside Potential – Needham Cites Growth From CrowdStrike's Flex Subscription Model 

Needham raised its CrowdStrike price target to $310 from $250, maintaining a ‘Buy’ rating.


Strengthen Your Portfolio With These Cybersecurity ETFs

AI safety concerns and rising cyber threats are fueling demand for cybersecurity. Here are ETFs positioned to benefit from growing security needs.

ZS Stock Draws Multiple Target Hikes After Investor Day: Wall Street Sees AI Security Fueling $8B-Plus ARR Path

Following the company’s Investor Day, analysts focused on Zscaler’s push beyond its core user-security business, highlighting new customer entry points, improving cash-flow potential, and a broader role in securing AI.

CrowdStrike, AWS And Nvidia Launch 4th Cybersecurity Accelerator As Agentic AI Security Push Grows

The program has supported more than 90 startups globally, with participating companies raising nearly $1 billion in funding and multiple alumni going on to be acquired.

Zscaler CEO Pushes Back On AI Disruption Fears — Says Talks Of ‘SaaSpocalypse’ Overblown

CEO Jay Chaudhry’s comments to CNBC follow the company's reaffirmation of its first-quarter and fiscal 2027 outlook at Investor Day on Tuesday.

PANW Hits Record High As AI Safety Debate Continues To Boost Cybersecurity Stocks — Analysts See Cyber Spending Upside

Morgan Stanley raised its PANW target to $410 from $394 recently, calling it a key beneficiary of increased cybersecurity spending, according to TheFly.

NetApp’s AI Opportunity Can Support Higher Growth, Says BofA — Raises Target After INSIGHT Event

According to TheFly, BofA lifted its NetApp price target after attending INSIGHT 2026, assigning a higher valuation multiple to the additional addressable market it sees emerging from artificial intelligence.

Okta’s AI Security Role Can Drive ‘Durable Growth Re-Acceleration,’ Says Citizens — Lifts Target To $225

Citizens sees identity becoming increasingly important as companies deploy AI agents, while improving demand, cross-selling and go-to-market execution could support faster growth at Okta.

First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF

Extremely Bearish Sentiment

<ul class="summary-bullets"><li>Citi analyst Fatima Boolani said AI deployments are driving additional security investment.</li><li>Citi raised its Okta price target to $215 from $205 but kept its ‘Neutral’ rating.</li><li>Wells Fargo raised its FTNT price target to $160 from $135 but maintained an ‘Underweight’ rating</li></ul>Cybersecurity stocks are facing a market disconnect. On one hand, you have share prices pulling back from recent highs, but analysts see signs that enterprise spending is gaining momentum.&nbsp;On Thursday, Citi raised its targets on CrowdStrike (CRWD), Palo Alto Networks (PANW) and Zscaler (ZS), while Wells Fargo said channel checks pointed to improving demand heading into 2027.&nbsp;<a href="https://stocktwits.com/symbol/CRWD">CRWD stock</a> and PANW have fallen more than 13% from their Oct. 6 record closes, while Fortinet has retreated from its Oct. 13 peak. ZS and OKTA remain well below their 2021 peaks, down 41% and nearly 28%, respectively.The latest declines came amid a broader technology selloff and renewed concerns about competition. Cybersecurity stocks also came under pressure following reports that OpenAI was in early talks to acquire security startup Trail of Bits.<h2 class="st-heading-2">Analysts Bullish On Cybersecurity</h2>Despite the pullback, Citi struck a constructive tone on cybersecurity spending, citing encouraging findings from its latest chief information officer survey.According to The Fly, Citi analyst Fatima Boolani said cybersecurity spending trends have improved, with artificial intelligence (AI) deployments helping drive additional investment in security.The brokerage raised its CrowdStrike, Palo Alto Networks and Zscaler stock price targets, maintaining ‘Buy’ ratings on all three. The brokerage also raised its target price for OKTA stock, but kept the rating unchanged at ‘Neutral’.Wells Fargo also pointed to improving cybersecurity demand, with analyst Richard Poland raising <a href="https://stocktwits.com/symbol/FTNT">FTNT stock</a> price target to $160 from $135 while maintaining an Underweight rating, according to The Fly.<div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col><col><col></colgroup><tbody><tr><td>Stock</td><td>Rating</td><td>New Target</td><td>Previous Target</td><td>Implied Move From Oct 14 Close</td></tr><tr><td>CrowdStrike (CRWD)</td><td>Buy</td><td>$295</td><td>$260</td><td>+18.3%</td></tr><tr><td>Palo Alto (PANW)</td><td>Buy</td><td>$440</td><td>$410</td><td>+17.3%</td></tr><tr><td>Zscaler (ZS)</td><td>Buy</td><td>$260</td><td>$245</td><td>+17.8%</td></tr><tr><td>Okta (OKTA)</td><td>Neutral</td><td>$215</td><td>$205</td><td>+1.5%</td></tr><tr><td>Fortinet (FTNT)</td><td>Underweight</td><td>$160</td><td>$135</td><td>−13.1%</td></tr></tbody></table></figure></div>The brokerage said ten detailed discussions with channel partners and its reseller survey indicated that cybersecurity spending was gaining momentum heading into 2027, per TheFly. It also sees the firewall replacement cycle continuing, supported partly by pricing.Despite the target increase, Wells Fargo's revised valuation implies approximately 13% downside from Fortinet's Wednesday closing price of $184.05.<h2 class="st-heading-2">Why AI Security Remains In Focus</h2>The analyst commentary comes as businesses face growing security risks from AI adoption. Earlier this month, CrowdStrike reported that hackers used AI-powered tools to target South Korean financial institutions and steal data.&nbsp;Anthropic also disclosed incidents in which its AI models gained unauthorized access to real-world systems during cybersecurity testing. Google DeepMind CEO Demis Hassabis described such incidents as “early warning shots”, highlighting the growing security risks accompanying wider AI adoption.In its 2026 State of Critical Infrastructure Cybersecurity Report, Palo Alto Networks found that 95% of surveyed security leaders were concerned about attacks powered by advanced AI models. The survey covered more than 1,600 leaders across 11 countries.<h2 class="st-heading-2">What Retail Thinks About Cybersecurity Stocks</h2>Retail investors’ sentiment across cybersecurity stocks remained largely bearish on Stocktwits. Palo Alto Networks, Zscaler, Okta and Fortinet all registered ‘bearish’ sentiment, while sentiment around CrowdStrike remained ‘neutral’.Despite the recent pullback, four of the five cybersecurity stocks have more than doubled in value this year. <a href="https://stocktwits.com/symbol/OKTA">OKTA stock</a> leads with a 145% year-to-date gain, followed by FTNT at 132%, CRWD at 113% and <a href="https://stocktwits.com/symbol/PANW">PANW stock</a> at 104%.&nbsp;However, <a href="https://stocktwits.com/symbol/ZS">ZS stock</a> has bucked the trend, declining 1.84% so far this year. By comparison, the First Trust NASDAQ Cybersecurity ETF (<a href="https://stocktwits.com/symbol/CIBR">CIBR</a>), which holds these stocks, has risen 47% during this period.Read More:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/after-elon-musk-s-invitation-tsmc-ceo-reportedly-says-open-to-working-on-terafab-but-must-run-it/cZxWpVMRBAl">After Elon Musk’s Invitation, TSMC CEO Reportedly Says Open To Working On Terafab But Must Run It</a> For updates and corrections, email newsroom[at]stocktwits[dot]com.

Cyber Security Data Breach Protection Ransomware Email Phishing Encrypted Technology, Digital Information Protected Secured - stock photo.

Cybersecurity stocks are facing a market disconnect. On one hand, you have share prices pulling back from recent highs, but analysts see signs that enterprise spending is gaining momentum.

First Trust Exchange-Traded Fund III - First Trust NASDAQ Cybersecurity ETF

Crowdstrike Holdings Inc

Fortinet Inc

Okta Inc

Palo Alto Networks Inc

Zscaler Inc

Double beat (rev + EPS)

Revenue beat, EPS miss

EPS beat, revenue miss

Double miss

Meta ($META) reports earnings after the close today. What do you expect?

Stocktwits

) reports earnings after the close today. What do you expect?

Feed

News

Sentiment

Fundamentals

Info

CIBR News