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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

SoFis stronger-than-expected Q3 results and raised outlook, including an upbeat 2027 forecast, are driving attention and a sharp positive reaction. Bulls point to growth and potential short covering, while skeptics warn the gains may fade and raise concerns about dilution and weakness in the technology platform segment.

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.

Boeing Co

Boeings third-quarter results are driving attention, with a wider-than-expected loss and commercial-aircraft production challenges weighing against stronger cash generation and defense and services performance. Traders are split on whether cash-flow progress and the backlog support a turnaround or whether delivery and execution problems will keep recovery uncertain.

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

PayPals Q3 results are driving discussion: adjusted earnings beat expectations and its full-year outlook improved, but revenue and payment volume missed estimates. Traders are split between seeing stronger guidance and buybacks as signs of progress and viewing the revenue shortfall and ongoing growth concerns as reasons for the weak share reaction.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets, Data Centers, and Treasury and Corporate. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The Treasury and Corporate segment includes the company’s proprietary trading and mining activities, as well as the company’s principal investments and related gains and losses. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

Galaxys strong third-quarter results and a rebound in shares are drawing attention, with bulls welcoming the earnings beat and Helios data-center progress. Skeptics question how much of the profit is repeatable and point to the lack of a second tenant and continued reliance on CoreWeave.

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 quarterly results and upbeat outlook, underpinned by AI data-center demand, are driving attention. Traders are weighing the growth outlook against lower free-cash-flow guidance and higher investment needs, while debating whether the volatile post-earnings move can hold.

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

Anthropics IPO filing and a bank-backed financing arrangement for Broadcom AI chips have renewed attention on the companys AI demand outlook, alongside a D.A. Davidson upgrade. Many traders view the developments as support for future demand, while others question the financing risks and note that the shares have struggled to hold gains.

Innodata, Inc. is a data engineering company, which engages in providing artificial intelligence software platforms and management of its services. It operates through the following business segments: Digital Data Solutions (DDS), Synodex, and Agility. The DDS segment combines deep neural networks and human expertise in multiple domains to make unstructured information useable. The Synodex segment enables clients in the insurance and healthcare sectors to transform medical records into useable digital data and to apply technologies to the digital data to augment decision support. The Agility segment provides tools and related professional services that enable public relations and communications professionals to discover influencers, amplify messages, monitor coverage, and measure the impact of campaigns. The company was founded by Todd H. Solomon in 1988 and is headquartered in Ridgefield Park, NJ.

Innodata Inc

Innodatas rally is being linked to a Hunterbrook report alleging its work on long-horizon AI agents is for Metas Muse; neither company has confirmed the connection. Traders are split between viewing the potential AI-agent work as a growth catalyst and treating the report as unverified speculation that could leave the stock vulnerable to a pullback.

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.

UPSs better-than-expected quarterly results and raised full-year outlook are driving attention, but shares have edged lower despite the upbeat report. Traders are debating whether improved guidance and network efficiencies signal a durable turnaround or whether weaker package volumes and margin concerns will limit the recovery.

On Holding AG engages in the development and distribution of sports products such as footwear, apparel, and accessories for high-performance running, outdoor, all-day activities, and tennis. It sells its products worldwide through independent retailers and global distributors, its own online presence, and its own stores. The company was founded by David Allemann, Olivier Bernhard, and Caspar Coppetti in January 2010 and is headquartered in Zurich, Switzerland.

On Holding AG - Ordinary Shares Class A

On Holding AG

Ons investor-day outlook, including ambitious long-term growth targets and a large share-repurchase authorization, sparked a sharp rally after a prolonged selloff. Traders are split over whether the plans can restore confidence, with bulls pointing to growth and possible short covering while skeptics argue the buybacks are spread over several years and the stock remains under pressure.

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.

Whirlpool shares are under pressure after a steep Q1 miss, a sharply reduced 2026 outlook and the suspension of its dividend as the company cited recession-level appliance demand and weak consumer confidence. Traders debate whether external economic conditions explain the weakness or whether years of management, debt and housing-market challenges are the deeper problem.

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Can GFS' Manufacturing Expansion Boost Its Future Growth Prospects?

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Why Is GlobalFoundries Stock Surging Wednesday?

GlobalFoundries (GFS) stock jumps 4.8% on plans for two new NY semiconductor fabs backed by a $21B U.S.-Japan funding deal.read more...

GFS Stock Bucks Market Weakness: GlobalFoundries To Add Up To 1.8 Million Wafers Of Annual Capacity With 2 New York Fabs 

Equity

GlobalFoundries said the first fab is expected to involve approximately $10 billion in investment and begin operations in 2029.


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GLOBALFOUNDRIES, Inc. provides foundry services and manufactures semiconductors. It offers global shuttle, mask, post-fab and turnkey services. The company was founded on October 7, 2008 and is headquartered in Malta, NY.

GlobalFoundries Inc

Bearish Sentiment

<ul class="summary-bullets"><li>The company said its second facility could receive another roughly $10 billion.</li><li>It estimated that both facilities could add around 1.8 million 300-millimeter wafers of annual U.S. manufacturing capacity once fully operational.</li><li>GlobalFoundries said the expansion has support from customers and industry partners, including Apple, Cirrus Logic and General Motors.</li></ul>GlobalFoundries (GFS) shares bucked the broader market weakness on Wednesday morning after the company announced that it had been chosen to run two new chip fabrication sites at its New York campus as part of the $21 billion investment push between the U.S. and Japan.The company said the first fab will receive approximately $10 billion in investment and is expected to begin operations in 2029. A second fab could receive another approximately $10 billion, subject to the initiative's plans.<a href="https://stocktwits.com/symbol/GFS">GFS stock</a> gained nearly 5% in morning trade on Wednesday amid broader weakness in the market after the consumer price index (CPI) year-over-year gain came in hotter than expected at 3.7%, compared to economists’ estimate of 3.6%.The&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF Trust</a> (SPY) edged 0.3% lower, while the Nasdaq-100 tracking&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust Series 1</a> (QQQ) fell 0.6%. Both were among the top trending on Stocktwits. Retail sentiment around GFS shares on the platform remained in ‘bullish’ territory over the past day.&nbsp;GlobalFoundries said the expansion has support from customers and industry partners, including Renesas Electronics, Tokyo Electron, Apple (AAPL), Cirrus Logic (CRUS) and General Motors (GM).<h2 class="st-heading-2">GlobalFoundries Could Add 1.8M Wafers Of Annual Capacity</h2>GlobalFoundries said its first facility is expected to add approximately 900,000 300-millimeter wafers of annual U.S. manufacturing capacity once it’s fully operational.&nbsp;The company added that the second fab could contribute a similar amount, bringing the potential combined addition to roughly 1.8 million wafers annually.GlobalFoundries also said it expects to break ground on the first facility later in 2026, stating that the site is already permitted and ready for construction. It estimated that the projects could add around 27,000 construction and broader ecosystem jobs, alongside more than 1,000 high-skilled manufacturing positions.<h2 class="st-heading-2">GlobalFoundries To Redirect $955M In CHIPS Act Funding</h2>In addition to the two new chip manufacturing facilities, GlobalFoundries said an amended award under the U.S. CHIPS and Science Act will redirect $955 million toward accelerating investments in silicon photonics, silicon-germanium (SiGe) technology and advanced packaging.The technologies are used in applications including high-speed communications and advanced semiconductor systems. The investments are aimed at supporting operations at its plants in New York and Vermont.The company also said the U.S. Department of Commerce will receive an approximately 4% equity stake in GlobalFoundries under a separate agreement.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dan-ives-says-semiconductor-sell-off-is-way-overdone-nvda-mu-skhy-sndk-stocks/cZxBWE1RBoV">Dan Ives Says Semiconductor Sell-Off Is ‘Way Overdone’ As AI Spending Fears Rattle NVDA, MU, SKHY, SNDK</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the GlobalFoundries company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)

GlobalFoundries (GFS) shares bucked the broader market weakness on Wednesday morning after the company announced that it had been chosen to run two new chip fabrication sites at its New York campus as part of the $21 billion investment push between the U.

GFS Stock Bucks Market Weakness: GlobalFoundries To Add Up To 1.8 Million Wafers Of Annual Capacity With 2 New York Fabs

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The Federal Reserve announces its rate decision Wednesday, October 28 at 2:00 PM ET, followed by Chair Kevin Warsh’s press conference at 2:30 PM, after raising rates by a quarter point to 3.75%-4.00% in September, its first hike since 2023. What do you think the Fed decides on Wednesday? Vote and explain your reasoning in the comments.

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