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Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcoms financing arrangement to supply custom AI chips and networking equipment for Anthropic is the main focus, with traders seeing it as evidence of future AI demand. Others question the deals financing and residual-value risks, and note that the stocks response has been modest despite the headline.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

Attention centers on SELLASs Phase 3 REGAL trial of GPS in AML: traders are waiting for the 80th death event to trigger final analysis and an anticipated data readout, with many also watching for a potential ASH presentation. Bulls interpret the prolonged event timeline as a sign patients may be living longer, while skeptics question the delay and warn that the blinded results remain unknown; SLS009 updates are a secondary topic.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is drawing attention ahead of its quarterly results, with traders debating whether a beat and stronger guidance can reverse the stocks recent weakness or whether it will sell off after earnings as some expect. The discussion centers on branded-checkout growth and margins, while hopes for a bank-charter update remain speculative.

United Parcel Service, Inc. is a package delivery company, which engages in the provision of global supply chain management solutions. It operates through the following segments: U.S. Domestic Package and International Package. The U.S. Domestic Package segment includes time-definite delivery of letters, documents, and packages. The International Package segment focuses on delivery and shipments in Europe, Asia, the Indian sub-continent, the Middle East, Africa, Canada, and Latin America. The company was founded by James E. Casey and Claude Ryan on August 28, 1907 and is headquartered in Atlanta, GA.

United Parcel Service, Inc. - Ordinary Shares - Class B

United Parcel Service, Inc.

UPS is drawing attention after reporting a third-quarter earnings and revenue beat and raising its full-year outlook. Traders are split between viewing the results as evidence the turnaround is gaining traction and questioning whether margin pressure and the demanding holiday-quarter outlook will sustain the improvement; some are also puzzled by the weak share-price reaction.

Celestica, Inc. engages in the provision of supply chain solutions globally to equipment manufacturers and service providers. It operates through the Advanced Technology Solutions (ATS) and Connectivity and Cloud Solutions (CCS) segments. The ATS segment includes aerospace and defense, industrial, smart energy, health tech, and capital equipment businesses. The CCS segment consists of enterprise communications, telecommunications, servers, and storage businesses. The company was founded in 1994 and is headquartered in Toronto, Canada.

Celestica, Inc. - Ordinary Shares (Subordinate Voting)

Celestica, Inc.

Celesticas stronger-than-expected Q3 results and ambitious 2027 outlook, tied to AI and data-center infrastructure demand, are driving attention after a sharp selloff and post-report rebound. Bulls see the outlook as evidence of durable AI spending, while skeptics question margins, cash flow, and the sustainability of growth amid volatile trading.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi is drawing attention ahead of its quarterly results, with traders focused on guidance, member growth and loan performance. Bulls hope strong results can reverse the steep share-price decline, while skeptics expect another post-earnings selloff and cite credit risks, funding costs and the stocks history of struggling to hold gains.

Royal Caribbean Group is a cruise company, which engages in the ownership and operation of the following global cruise brands: Royal Caribbean International, Celebrity Cruises, and Silversea Cruises. The firm also holds interest in TUI Cruises GmbH, which operates the German brands TUI Cruises and Hapag-Lloyd Cruises. The company was founded by Arne Wilhelmsen in 1968 and is headquartered in Miami, FL.

Royal Caribbean Group

Royal Caribbeans quarterly results are drawing attention: earnings beat expectations and full-year guidance was raised, but the next-quarter outlook was softer than forecasts. Traders are weighing the stronger full-year outlook against the near-term guidance miss, with some expecting gains to fade.

Whirlpool Corp. engages in the manufacturing and marketing of home appliances. Its products include home laundry appliances, refrigerators and freezers, cooking appliances, home dishwashers, and room air-conditioning equipment, mixers, and portable household appliances. The firm's brands include Whirlpool, KitchenAid, Maytag, Consul, Brastemp, Amana, Bauknecht, JennAir, and Indesit. It operates through the following geographical segments: Major Domestic Appliances (MDA) North America, Major Domestic Appliances (MDA) Latin America, Small Domestic Appliances (SDA) Global, and Others. The company was founded by Emory Upton, Fred Upton, and Louis C. Upton on November 11, 1911 and is headquartered in Benton Harbor, MI.

Whirlpool Corp.

Whirlpools third-quarter earnings miss and another cut to its 2026 outlook have fueled the selloff, with traders pointing to weak demand and shrinking margins. The reaction is largely bearish, with concerns about debt and the companys recovery competing with some dip-buying and calls that the stock may be oversold.

Amkor Technology, Inc. engages in the provision of outsourced semiconductor packaging and test services. Its services include design, package characterization, test, and wafer bumping services. The company was founded in 1968 and is headquartered in Tempe, AZ.

AMKOR Technology Inc.

Amkors mixed Q3 earnings and lower-than-expected Q4 guidance are driving attention, with traders split between viewing the outlook miss as bearish and seeing year-over-year profit growth, stronger computing mix, and the sharp selloff as reasons for optimism.

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 upcoming earnings report is the dominant focus, with traders debating whether strong results and guidance on NAND pricing and AI-driven storage demand can reverse the sharp selloff. Bulls expect tight supply and AI demand to support growth, while bears worry that memory profits are near a cyclical peak and that strong results could still be met with a sell-the-news decline.

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ETFs in Spotlight as First Solar Shares Jump Post Q2 Earnings Beat

First Solar's earnings beat and reaffirmed outlook fuel a sharp stock rally, putting ETFs with major FSLR holdings in focus for diversified exposure.

QuantumScape Stock Is Charging Ahead: Retail Is Already Speculating A Major Order After AI Pivot

Equity

The EV battery maker is exploring opportunities in AI data centers and defense, and recently inaugurated its first mass-scale production facility. 


PLUG Stock Is Heading For Its Best Month Since September — Here Are 3 Things Turning Investors Bullish

The rally comes after a volatile 2025, when the stock fell 7%. 


ETFs in Focus Post First Solar's Q4 Earnings Miss, Weak Sales View

FSLR sinks 12.7% after missing Q4 earnings and issuing a weak 2026 sales guidance, putting solar ETFs like TAN in focus.

Here's Why Solar & Clean Energy ETFs Are Shining Bright

Solar and other clean energy ETFs like TAN, CTEX, CNRG & CTEC are surging as AI demand, rate cuts & policy relief boost the long-term growth outlook.

Clean Energy ETFs Hit a 52-Week High: Here's Why 

Clean energy ETFs like ICLN and CTEX surged to 52-week highs after U.S. tax credit guidance eased investor fears and fueled a solar stock rally.

FTSE 100 today: AstraZeneca, Barclays earnings lift index, pound weakens to $1.33

AstraZeneca rises as Q2 earnings beat expectations

RBC downgrades ConvaTec to “sector perform,” raises target to 320p

Bernstein upgrades Coloplast, Elekta; Philips still top pick

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Neutral Sentiment

<ul class="summary-bullets"><li>QS stock rose 7% in after-hours trading on Tuesday.</li><li>Retail traders believe new orders and wins are on the horizon, while a short squeeze appears to be driving up the shares.</li><li>Stocktwits sentiment for QS jumped to ‘extremely bullish’ from ‘bullish.’</li></ul>QuantumScape Corp.’s shares surged 7% in after-hours trading on Tuesday,&nbsp;following three straight sessions in the green,&nbsp;with the rally coming on the heels of the company’s&nbsp;recent updates on battery production and plans to tap new markets such as AI data centers.QS was among the top 10 trending tickers on Stocktwits late Tuesday, with the retail sentiment jumping to ‘extremely bullish’ from ‘bullish.’ The stock has gained for three straight sessions, or 15%&nbsp;until Tuesday’s close.QuantumScape develops solid-state lithium-metal batteries for electric vehicles, claiming they would deliver a longer driving range, faster charging, and improved safety compared to conventional lithium-ion batteries.&nbsp;The stock’s rally highlights growing investor appetite for companies tied to — or seeking exposure to — the booming data center market, particularly firms whose shares have yet to fully participate in the broader AI-driven surge.<h2 class="st-heading-2">Production, New Market Updates Drive Momentum?&nbsp;</h2>During its earnings report last month, the company&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/qs-stock-surges-overnight-on-q1-earnings/cZBfKlnReb1">said</a> it inaugurated its “Eagle Line” pilot production facility in California to scale manufacturing of its QSE-5,&nbsp;QuantumScape’s solid-state lithium-metal battery cell designed for automotive applications.Separately, “in addition to our automotive business, we are ramping up our engagements in new markets,” CEO Siva Sivaram and CFO Kevin Hettrich said&nbsp;in their shareholder letter.“We believe our high-performance solid-state design has compelling attributes to address the evolving energy-storage needs of AI data centers, where conventional lithium-ion technology faces safety and performance limitations,” they said, adding that QuantumScape was also seeing interest from military, aerospace, and government sectors.<h2 class="st-heading-2">Retail View On QS</h2>Retail investors turned more upbeat about QS on Tuesday. “QS data center power storage, robotics, electric vehicles. To the moon!”&nbsp;<a href="https://stocktwits.com/zack__/message/653159623">said</a> a trader.Another&nbsp;<a href="https://stocktwits.com/TangibleOne/message/653138823">wrote</a>: “Can they make it anymore obvious with those huge buy orders coming in the past two days? Clearly QS landed a military award or agreement.”While there was no official news release, traders speculated a potential short squeeze, citing high short interest and institutional accumulation as catalysts for a larger breakout.“QuantumScape jumps 14.6% today as post-earnings momentum meets heavy short interest and bullish options flow! Reported short interest has remained high … increasing the odds that a fast upward move triggers short covering and accelerates gains,” another trader wrote.In recent months, institutional investors BlackRock, Morgan Stanley and Vanguard, among others, disclosed that they had increased their stake in the battery maker. Short interest in QS stock has climbed sharply this year,&nbsp;reaching a record 15.3%, according to Koyfin.&nbsp;As of their last close,&nbsp;<a href="https://stocktwits.com/symbol/QS">QS shares</a> are down 19%&nbsp;year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a QuantumScape logo is seen displayed on a smartphone and in the background. 

The EV battery maker is exploring opportunities in AI data centers and defense, and recently inaugurated its first mass-scale production facility. 

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QuantumScape Corp

Defiance Daily Target 2x Long QS Etf

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