SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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

A reported Binance security breach has fueled Bitcoin selling and weighed on MSTR, which traders view as a leveraged proxy for Bitcoin; the discussion also centers on Strategys Q3 revenue miss, earnings driven largely by Bitcoin valuation gains, and its CFO transition. Bears warn of further downside and dilution, while bulls characterize the drop as a buying opportunity.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

DaVitas warning that DefenCaths Medicare add-on reimbursement could fall after the first quarter of 2027 has fueled concerns about CorMedixs pricing and revenue, alongside a sharp selloff. Traders disagree on how much weight to give DaVitas preliminary outlook, with some pointing to CMSs published reimbursement estimate while others see ongoing pressure ahead.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

A run to a fresh 52-week high ahead of the upcoming Q3 report has traders focused on BRIUMVIs sales ramp and managements outlook; some point to earnings expectations, while others speculate about an unconfirmed buyout and short covering.

Select Sector SPDR Trust (The) - State Street Energy Select Sector SPDR ETF

Energy Select Sector SPDR Fund

Energy-sector strength and concern over oil-supply disruptions tied to Middle East tensionsespecially risks to shipping and refiningdominate the discussion around XLE. Traders point to the rally and energys relative strength as bullish, while others warn that diplomatic progress, profit-taking, or an overextended move could weigh on the fund.

CRISPR Therapeutics AG is a gene editing company, which engages in the development of transformative gene-based medicines for serious diseases using its proprietary CRISPR/Cas9 platform. Its CRISPR/Cas9 platform is a gene editing technology that allows for precise, directed changes to genomic DNA. The firm offers a portfolio of therapeutic programs across a broad range of disease areas including hemoglobinopathies, oncology, regenerative medicine, and rare diseases. The company was founded by Rodger Novak, Emmanuelle Charpentier, Shaun Patrick Foy, Matthew Porteus, Daniel Anderson, Chad Cowan, and Craig Mellow on October 31, 2013 and is headquartered in Zug, Switzerland.

CRISPR Therapeutics AG

Attention is focused on upcoming Q3 results and the Casgevy sales update, with traders debating whether rising patient starts and treatment-center expansion will translate into stronger collaboration revenue. The upcoming CTX310 clinical presentation is another key catalyst; sentiment is mixed between anticipation of data-driven progress and concern about the stocks decline and CFO transition.

Energy Transfer LP engages in natural gas pipeline transportation and transmission services. It operates through the following segments: Intrastate Transportation and Storage, Interstate Transportation and Storage, Midstream, NGL and Refined Products Transportation and Services, Crude Oil Transportation and Services, Investment in Sunoco LP, Investment in USAC, and All Other. The Intrastate Transportation and Storage segment owns and operates natural gas transportation pipelines. The Interstate Transportation and Storage segment includes transportation pipelines, storage facilities, and gathering systems and delivery of natural gas to industrial end-users and other pipelines. The Midstream segment consists of natural gas gathering, compression, treating, processing, storage, and transportation. The NGL and Refined Products Transportation segment engages in the operations transport, store and execute acquisition, and marketing activities utilizing a complementary network of pipelines, storage and blending facilities, and strategic off-take locations that provide access to multiple NGL markets. The Crude Oil Transportation and Services segment provides transportation, terminalling, acquisition, and marketing services to crude oil markets. The Investment in Sunoco LP segment refers to the distribution of motor fuels to independent dealers, distributors, and other commercial customers and the distribution of motor fuels to end-user customers at retail sites. The Investment in USAC segment offers compression services to its customers in connection with infrastructure applications including both allowing for the processing and transportation of natural gas through the domestic pipeline system and enhancing crude oil production through artificial lift processes. The company was founded by Kelcy L. Warren in 1996 and is headquartered in Dallas, TX.

Energy Transfer LP - Unit

Energy Transfer LP Unit

Energy Transfers strong quarterly results and outlook are fueling discussion of its potential to benefit from rising natural-gas demand for AI data centers and other power customers. Many traders are bullish on that growth and the distribution, while others are frustrated that the unit price has not responded more strongly.

Bitcoin (BTC) is a cryptocurrency launched in 2010. Users are able to generate BTC through the process of mining. Bitcoin has a current supply of 20,105,365. The last known price of Bitcoin is 77,177.65528711 USD and is down -1.08 over the last 24 hours. It is currently trading on 12773 active market(s) with $46,266,908,298.36 traded over the last 24 hours. More information can be found at https://bitcoin.org/.

Bitcoin

Bitcoin is drawing attention amid a reported major Binance security breach, with traders debating whether shaken confidence in exchanges and possible withdrawals could add selling pressure. Others argue Bitcoin has held up relatively well and view the decline as a buying opportunity, while the breachs broader impact remains uncertain.

Select Sector SPDR Trust (The) - State Street Technology Select Sector SPDR ETF

Technology Select Sector SPDR Fund

XLK is drawing attention amid a sharp technology-sector selloff, with traders citing broad technical breakdowns and weakness in semiconductors and other tech groups. The conversation is mostly bearish, though some see the pullback as a potential buying opportunity or expect a bounce; confirmation of support remains a key debate.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbases post-earnings selloff is drawing attention as traders weigh weak underlying crypto-trading activity and a revenue shortfall against headline profitability, much of which they attribute to gains on crypto holdings. A Bitcoin slide and Binance hack concerns are adding pressure, though some traders view the decline as an overreaction or buying opportunity.

Quantinuum Inc. is a quantum computing platform that offers solutions like hardware platforms, developer tools, application libraries and solution-targeted intellectual property (“IP”). The company was founded on January 20, 2026 and is headquartered in Broomfield, CO.

Quantinuum Inc. - Ordinary Shares - Class A

Quantinuum Inc.

Concern about the Nov. 30 IPO lockup expiration and potential insider selling is weighing on QNT, alongside a sharp selloff. Traders are split between expecting continued pressure and arguing that Quantinuums technical progress, Oracle partnership and federal funding support the longer-term case.

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Ethereum

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Cardano

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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

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SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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D.R. Horton: 3 Key Takeaways for Long-Term Investors

Key PointsD.R. Horton projects fiscal 2027 revenues of $30 billion to $32 billion...

D.R. Horton's Q4 Earnings Miss on Weak Housing Demand, Sales Beat

DHI's Q4 results reveal a widening gap between revenues and profitability as weak housing demand and higher incentives squeeze margins.

D.R. Horton (DHI) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

Although the revenue and EPS for D.R. Horton (DHI) give a sense of how its business performed in the quarter ended September 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

D R Horton Q4 26 Earnings Conference Call At 8:30 AM ET

(RTTNews) - D R Horton Inc. (DHI) will host a conference call at 8:30 AM ET on October 29, 2026, to discuss Q4 26 earnings results...

D.R. Horton (DHI) Misses Q4 Earnings Estimates

D.R. Horton (DHI) delivered earnings and revenue surprises of -11.88% and +3.62%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

D.R. Horton, Inc., Americas Builder, Reports Fourth Quarter and Fiscal 2026 Earnings and Increases Quarterly Dividend to $0.50 Per Share

D.R. Horton, Inc. (NYSE:DHI), Americas Builder, today reported fourth quarter and fiscal 2026 results. All comparisons in this release are to the respective prior year period, unless noted otherwise. Fiscal 2026 Fourth Quarter Highlights Net income attributable to D.R. Horton of $741.8 million or...

Century Communities (CCS) Q3 Earnings and Revenues Miss Estimates

Century Communities (CCS) delivered earnings and revenue surprises of -17.21% and -10.14%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

What's in Store For These 5 Construction Stocks This Earnings Season?

Five construction stocks face mixed Q3 earnings prospects as AI infrastructure and public spending support growth, while housing weakness and rising mortgage rates weigh on demand.

Seeking Clues to D.R. Horton (DHI) Q4 Earnings? A Peek Into Wall Street Projections for Key Metrics

Get a deeper insight into the potential performance of D.R. Horton (DHI) for the quarter ended September 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

D.R. Horton's Q4 Earnings Preview: What Investors Must Know Now?

DHI's fiscal fourth-quarter results are likely to reflect affordability challenges, elevated sales incentives and pricing pressure, while lower construction costs may cushion margins.

$DHI Q4 &#39;26 Earnings Results &amp; Recap

D.R. Hortons initial FY2027 guidance includes consolidated revenues of $30B to $32B, 79,000 to 84,000 homes closed, and approximately $3.5B of consolidated cash flow provided by operations.

Stocktwits

D.R. Horton Inc.

 Q4 '26 Earnings Results & Recap

D.R. Hortons initial FY2027 guidance includes consolidated revenues of $30B to $32B, 79,000 to 84,000 homes closed, and approximately $3.5B of consolidated cash flow provided by operations.

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Stocktwits Earnings

D.R. Hortons initial FY2027 guidance includes consolidated revenues of $30B to $32B, 79,000 to 84,000 homes closed, and approximately $3.5B of consolidated cash flow provided by operations.

D.R. Hortons Q4 net income and diluted EPS decreased; housing conditions became more challenging and pressured demand, while rental operations recorded impairment charges and a pretax loss.

D.R. Horton marked its 25th consecutive year as Americas largest builder by volume, generated $3.5B of operating cash, increased its dividend 11%, and recorded 84,995 FY2026 net sales orders.

D.R. Horton, Inc. engages in the construction and sale of single-family housing. It operates through the following geographical segments: Northwest, Southwest, South Central, Southeast, East, and North. The Northwest segment relates to Colorado, Oregon, Utah, and Washington. The Southwest segment covers Arizona, California, Hawaii, Nevada, and New Mexico. The South Central segment is involved in Arkansas, Oklahoma, and Texas. The Southeast segment refers to Alabama, Florida, Louisiana, and Mississippi. The East segment operates Georgia, North Carolina, South Carolina, and Tennessee. The North segment focuses on Delaware, Illinois, Indiana, Iowa, Kentucky, Maryland, Minnesota, Nebraska, New Jersey, Ohio, Pennsylvania, Virginia, and West Virginia. The company was founded by Donald Ray Horton in 1978 and is headquartered in Arlington, TX.

US Real Estate Stocks Hit All-Time Low Relative To S&P 500, Prompting Peter Schiff’s ‘Industry Is Dead’ Warning 

Equity

Neutral Sentiment

<ul class="summary-bullets"><li>Charlie Bilello said U.S. real estate stocks have fallen to their lowest level ever compared with the S&amp;P 500.&nbsp;</li><li>Peter Schiff warned that the sector could fall further as higher mortgage rates hurt the industry.&nbsp;</li><li>Higher interest rates have hurt real estate by raising borrowing costs, weakening housing demand and pressuring commercial properties.&nbsp;</li></ul>US real estate stocks have sunk to their weakest level ever relative to the S&amp;P 500, wiping out all the outperformance they built during the early-to-mid 2000s housing bubble, according to Creative Planning's Charlie Bilello. Economist Peter Schiff warns the slide is far from over and calls the industry dead.&nbsp;The milestone matters because it suggests investors may be seeing a long-term shift rather than a temporary slowdown. The 10-year Treasury yield is near its highest level in 25 years, while mortgage rates are nearing 8%, reversing the low-rate support that helped the housing market for years.&nbsp;<h2 class="st-heading-2">Real Estate Stocks Hit Record Low&nbsp;</h2>Bilello, Chief Market Strategist at Creative Planning, flagged the extreme in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/charliebilello/status/2107185783132340316">post</a> on X.“US real estate stocks are now at their lowest level ever relative to the S&amp;P 500, erasing all of their relative outperformance from the early-to-mid 2000s housing bubble.”&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/housing_a1be8b6ea7.jpg" alt="housing.jpg" width="900" height="581"><figcaption>Source: Charlie Bilello’s X Post</figcaption></figure>The chart shows that the&nbsp;<a href="https://stocktwits.com/symbol/IYR">iShares US Real Estate ETF</a> (IYR) to&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF Trust</a> (SPY) ratio fell to a record low of 0.122 on Oct. 5. It had reached 0.525 in February 2007 during the housing boom before the Great Financial Crisis. Since then, real estate stocks have generally lagged the broader market despite occasional rallies.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261006_020256021_0881b52db7.png" alt="koyfin_20261006_020256021.png" width="2400" height="1240"></figure>Schiff, an economist and longtime market bear,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/PeterSchiff/status/2107221474193105115">replied</a> bluntly: "Plus they are going a lot lower from here. The industry is dead. It lived by ever falling mortgage rates and government subsidies. It's now dying by reversal of the same dynamics."&nbsp;<h2 class="st-heading-2">Housing Affordability Crisis Hits Real Estate&nbsp;</h2>Schiff’s comments highlight a major change in interest rates and Federal Reserve policy. After the 2008 financial crisis, low borrowing costs helped boost REIT values, real estate deals and homebuilder profits. Now, higher 10-year Treasury yields have raised borrowing costs and made REIT dividends less attractive to investors.&nbsp;High mortgage rates are hurting housing demand and home sales, while commercial real estate faces lower property values and refinancing pressure. Investors are also moving money into safer Treasuries and technology stocks, cutting demand for real estate.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261006_015930573_3f1dd3713a.png" alt="koyfin_20261006_015930573.png" width="2400" height="1240"></figure>Last week, Morgan Stanley put out a mixed outlook on major U.S. homebuilders. The firm is bullish on Toll Brothers (TOL), giving it an ‘Overweight’ rating and $159 price target, citing wealthy buyers, pricing power and attractive valuation. PulteGroup (PHG) and D.R. Horton (DHI) received ‘Equal Weight’ ratings, with $128 and $151 price targets, respectively, as affordability concerns limit their upside. Lennar (LEN) received an ‘Underweight’ rating and a $65 price target due to incentives, higher lot costs, and weak first-time buyer demand.&nbsp;So far this year, DHI, PHM, and LEN stocks are down 2% to 27%, while TOL is up 0.1%.Also see:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/the-big-short-investor-michael-burry-justifies-lululemon-tax-loss-sale-i-am-not-throwing-in-the-towel/cZDstsERBk4">‘The Big Short’ Investor Michael Burry Justifies Lululemon Tax-Loss Sale: ‘I Am Not Throwing In The Towel’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Montage Laguna Beach resort is shown at sunset in Laguna Beach, CA.

US real estate stocks have sunk to their weakest level ever relative to the S&P 500, wiping out all the outperformance they built during the early-to-mid 2000s housing bubble, according to Creative Planning's Charlie Bilello. Economist Peter Schiff warns 

US Real Estate Stocks Hit All-Time Low Relative To S&P 500, Prompting Peter Schiff’s ‘Industry Is Dead’ Warning

Weak housing demand and shifting investor preferences pressure the sector. 


iShares US Real Estate ETF

Lennar Corp.

PulteGroup Inc

Toll Brothers Inc.

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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