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Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

NASAs CLPS 2.0 lunar-services awards are the main focus, with traders celebrating Intuitive Machines selection as a vendor and speculating that the program could materially expand its backlog. The reaction is broadly bullish, though some note that multiple companies were selected and the size and revenue impact of LUNRs awards remain uncertain.

Tempus AI, Inc. is a healthcare technology company, which engages in bringing artificial intelligence and machine learning to healthcare. It focuses on building platforms for oncology, neuropsychiatry, cardiology, infectious disease, and radiology. The company was founded by Eric Paul Lefkofsky in August 2015 and is headquartered in Chicago, IL.

Tempus AI Inc. - Ordinary Shares - Class A

Tempus AI Inc

Tempus AIs quarterly results topped expectations and the company raised its full-year revenue outlook, driving a rally and renewed bullish talk about growth in diagnostics and data services. Traders are watching whether the earnings momentum can persist, while others point to sharp post-report swings and lingering concerns about valuation and hospital adoption.

ARK ETF Trust - ARK Innovation ETF

ARK Innovation ETF

Cathie Woods active portfolio rotations are fueling debate around ARKK: critics point to its long-term underperformance and volatile growth-stock exposure, while bulls see signs of a technical recovery and renewed momentum.

Berkshire Hathaway, Inc. is a holding company, which engages in the provision of property and casualty insurance and reinsurance, utilities and energy, freight rail transportation, finance, manufacturing, and retailing services. It operates through the following segments: Insurance, Burlington Northern Santa Fe, LLC (BNSF), Berkshire Hathaway Energy (BHE), Pilot Travel Centers (PTC), Manufacturing, McLane, and Service and Retailing. The Insurance segment includes the underwriting of GEICO, Berkshire Hathaway Primary Group, and Berkshire Hathaway Reinsurance Group. The BNSF segment involves the operation of railroad systems. The BHE segment focuses on regulated electric and gas utility, power generation and distribution, and real estate brokerage activities. The PTC segment consists of managing travel centers and marketing of wholesale fuel. The Manufacturing segment refers to industrial, consumer and building products, home building, and related financial services. The McLane segment covers the wholesale distribution of groceries and non-food items. The Service and Retailing segment relates to the provision of shared aircraft ownership programs, aviation pilot training, electronic components distribution, retailing businesses, automobile dealerships and trailer, and furniture leasing services. The company was founded by Oliver Chace in 1839 and is headquartered in Omaha, NE.

Berkshire Hathaway Inc. - Ordinary Shares - Class B

Berkshires Q3 results are drawing attention, with weaker operating performanceespecially insurance underwritingset against sharply increased share repurchases. Traders are split between viewing the buybacks and large cash reserves as a sign of confidence and worrying that insurance softness and limited investment opportunities could weigh on results.

Voyager Technologies, Inc. engages in the defense technology and space solutions. It operates through the following segments: Defense and Space Technologies, and Starlab Space Stations. The Defense and Space Technologies segment consists of innovative mission-critical solutions to protect dynamic and contested domains. The Starlab Space Stations segment consists of a commercial space station. The company was founded by Dylan Taylor and Matthew Kuta on August 15, 2019 and is headquartered in Denver, CO.

Voyager Technologies Inc. - Ordinary Shares - Class A

Voyager is drawing attention after reporting sharply higher quarterly revenue and bookings, raising its full-year outlook, and highlighting a major NASA award. Traders are reacting to the growth and backlog, while some remain cautious about profitability and the stocks history of fading positive news.

American Express Co. engages in the provision of card-issuing, merchant-acquiring, and card network businesses. Its products and services include credit cards, business credit cards, corporate programs, gift cards, savings accounts and CDs, and the American Express App. It operates through the following segments: the United States Consumer Services (USCS), Commercial Services (CS), International Card Services (ICS), Global Merchant and Network Services (GMNS), and Corporate and Other. The USCS segment includes proprietary consumer cards and provides services to United States consumers. The CS segment offers corporate and small business cards and provides services to United States businesses. The ICS segment provides consumers, small businesses, and corporate cards outside the United States. The GMNS segment is involved in operating a global payments network that processes and settles card transactions, acquires merchants, and provides multi-channel marketing programs and capabilities, services and data analytics. The Corporate and Other segment covers corporate functions and certain other businesses and operations. It also operates through the following geographical segments: United States, EMEA, APAC, LACC, and Other. The EMEA segment represents Europe, the Middle East, and Africa. The APAC segment refers to Asia Pacific, Australia, and New Zealand. The LACC segment focuses on Latin America, Canada, and the Caribbean. The Other segment includes net costs which are not directly allocated to specific geographic regions. The company was founded by Henry Wells, William G. Fargo, and John Warren Butterfield on March 28, 1850 and is headquartered in New York, NY.

American Express Co.

American Express beat earnings expectations and raised its full-year outlook, but shares sold off as investors focused on planned workforce cuts tied to an AI-focused restructuring and a slight revenue miss. Traders debate whether the reaction is an overreaction or reflects concerns about consumer spending and business momentum.

Replimune Group, Inc. is a clinical-stage biotechnology company. It engages in the business of developing oncolytic immunotherapies for the treatment of cancer. The company was founded by Philip Astley-Sparke, Colin A. Love, and Robert Coffin in March 2015 and is headquartered in Woburn, MA.

Replimune Group Inc

Replimunes FDA approval of TUDRIQEV has shifted attention to its U.S. launch and early physician uptake, amid a sharp rally and heavy call-option interest. Bulls point to launch momentum and a possible short squeeze, while skeptics question whether commercial demand can justify the valuation and ease cash-burn concerns.

C3.ai, Inc. engages in the provision of enterprise artificial intelligence software for digital transformation. It delivers the C3 AI suite for developing, deploying, and operating large-scale AI, predictive analytics, and Internet of Things applications in addition to a portfolio of turn-key AI applications. It operates through the following geographical segments: North America, Europe, The Middle East, and Africa, Asia Pacific, and Rest of World. The company was founded by Thomas M. Siebel, Patricia A. House and Stephen Maurice Ward, Jr. on January 8, 2009 and is headquartered in Redwood City, CA.

C3.ai Inc - Ordinary Shares - Class A

C3.ai Inc

Traders are focused on Northlands upgrade of C3.ai, which cited its C3 Code platform for building agentic AI applications as a potential growth driver. Call-option activity and short-squeeze hopes are adding to the bullish chatter, while skeptics point to weak revenue trends and question whether the turnaround can deliver.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco is drawing attention ahead of its quarterly report after a sharp pullback, with traders looking for guidance on AI-related networking demand and margins. The debate is whether data-center spending will sustain orders or whether project delays and tighter budgets will weaken demand; some see the selloff as overdone, while others remain wary after the analyst downgrade and recent weakness.

Eaton Corp. Plc is a power management company, which provides energy-efficient solutions for electrical, hydraulic, and mechanical power. It operates through the following segments: Electrical Americas and Electrical Global; Aerospace, Vehicle, and eMobility. The Electrical Americas and Electrical Global segments engage in sales contracts for electrical components, industrial components, power distribution and assemblies, residential products, single and three phase power quality, wiring devices, circuit protection, utility power distribution, power reliability equipment, and service. The Aerospace segment supplies aerospace fuel, hydraulics, and pneumatic systems for commercial and military use. The Vehicle segment deals with the design, manufacture, marketing, and supply of drivetrain and powertrain systems and critical components that reduce emissions and improve fuel economy, stability, performance and safety of cars, light trucks and commercial vehicles. The eMobility segment designs, manufactures, markets, and supplies electrical and electronic components and systems that improve the power management and performance of both on-road and off-road vehicles. The company was founded in 1911 and is headquartered in Dublin, Ireland.

Eaton Corporation plc

Eatons latest quarterly results and higher outlook, supported by strong electrical orders and backlog tied to data-center and AI power demand, are driving attention. Many traders view the results as bullish and are buying weakness, while others question whether backlog will convert if projects face permitting, funding, or construction delays.

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The Weekly Spread: What Shaped US Treasury Yields And The Dollar This Week 

Equity

A dramatic political shift in the U.S. midterm elections and a severe tech stock selloff drove a massive flight to safety, sending Treasury yields tumbling across all maturities so far this week as of Nov. 5.


Stocktwits Weekly Spread: What Shaped Treasury Yields And The Dollar This Week  

A steep selloff in artificial intelligence equities and surging credit risk premiums prompted investors to flee to safety, driving 10-year and 2-Year Treasury yields lower for the week ending Oct. 30.


Hassett Sees Fed Inclined To Raise Rates If October Inflation Comes In Hot 

White House National Economic Council Director Kevin Hassett stated that the Federal Reserve will likely need to raise interest rates if inflation rises. 

Kevin Warsh To Dedicate One Of Eight Fed Meetings From Next Year To Policy Strategy Instead Of Rate Setting

 The U.S. Fed held rates steady at 3.75%-4%. 

Stocktwits Weekly Spread: What Shaped Treasury Yields And The Dollar This Week

 A steep selloff in artificial intelligence equities and surging credit risk premiums prompted investors to flee to safety, driving 10-year Treasury yields below 5% for the first time in a month while boosting bond ETF inflows.


An accelerating rout in AI stocks sent the U.S. dollar to its worst weekly drop in a month while Treasuries resumed their slide for the week ending Oct. 16. 


Ray Dalio Cautions US Treasury Selloff Is ‘Far From Over’ 

Billionaire investor Ray Dalio warns that mounting sovereign debt refinancing and waning international interest threaten to deepen the protracted downturn in U.S. Treasuries. 


Stocktwits Weekly Spread: What Shaped Treasury Yields And The Dollar This Week 

Surging crude oil prices and sticky inflation expectations kept U.S. Treasuries elevated for the week ending October 9, 2026, propelling the U.S. dollar to its longest weekly winning streak in over a year and a half. 


Scott Bessent Says US Bonds Are ‘Best Performing’ As 10-Year Treasury Yields Touch 2007 Highs — Do Bond-Market Data Back Him Up?

In an interview with CNBC on Monday, Bessent said the U.S. bond market “is the most resilient in the world,” adding that it will have been “the best performing bond market” this month.

Is The $4B Treasury Buyback A Policy Mistake? Bessent’s Mentor Thinks Yes, But Some Say ‘Don't Fight The Treasury’

Stanley Druckenmiller, the American investor who also mentored Treasury Secretary Scott Bessent in his early career, suggested in an opinion piece on Wall Street Journal that the U.S. Treasury’s buyback move was a policy error.

iShares Trust - iShares U.S. Treasury Bond ETF

Bullish Sentiment

<ul class="summary-bullets"><li>A sweeping Democratic victory in the midterm elections fueled market expectations that future fiscal expansion and federal budget deficits will be tightly constrained.</li><li>A 6.4% plunge in the Nasdaq 100 and a 12% crash in semiconductor shares (SOXX) on Thursday accelerated a rotation out of equities and into fixed income.&nbsp;</li><li>The yield curve, or the spread between 10-year and two-year Treasury&nbsp;yields,&nbsp;inched higher, as&nbsp;two-year&nbsp;yields dropped faster than the benchmark&nbsp;10-year&nbsp;as traders scaled back wagers on aggressive rate hikes.</li></ul><p>U.S. government bonds experienced a powerful multi-day rally so far this week, supported by a mix of political realignment in Washington that led to a sharp risk-off rotation away from tech stocks.</p><p>Following a decisive Democratic sweep in the midterm elections, fixed-income investors increasingly priced in a divided government that will likely check executive spending plans and narrow prospective federal deficits.</p><p>The resulting optimism broke months of bearish market sentiment driven by inflation jitters and excessive debt issuance. Yields across all tenors plummeted by at least four to twelve basis points, with the benchmark 10-year Treasury yield sliding to 4.85%.</p><p>The benchmark 10-year Treasury yield remained below the 5.00% threshold for the second straight week. The 30-year U.S. Treasury yield remained largely unchanged at 5.31% as&nbsp;on&nbsp;Nov. 5.&nbsp;</p><p>The spread between the U.S.&nbsp;10-year&nbsp;yield and the U.S.&nbsp;2-year&nbsp;yield ticked marginally higher by 3 basis points to 0.36% in the week.</p><p>The iShares 20+ Year Treasury ETF (<a class="mention" data-mention="$TLT" data-symbol-id="TLT" href="https://stocktwits.com/symbol/TLT" target="_blank">TLT</a>) is&nbsp;on track&nbsp;to end its fifth straight week higher, while the shorter-duration iShares 1-3 year ETF (SHY) eased slightly so far this week.&nbsp;</p><p>Retail sentiment on TLT and SHY was ‘bullish,’ with ‘high’ message volumes.</p><div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col></colgroup><tbody><tr><td>Asset / Benchmark&nbsp;</td><td>Close (November 5)&nbsp;</td><td>Weekly Change&nbsp;</td></tr><tr><td>U.S. Dollar Index&nbsp;</td><td>101.57&nbsp;</td><td>Flat</td></tr><tr><td>U.S. 2-Year Treasury Yield&nbsp;</td><td>4.48%&nbsp;</td><td>-13 bps&nbsp;</td></tr><tr><td>U.S. 10-Year Treasury Yield&nbsp;</td><td>4.85%</td><td>-9 bps&nbsp;</td></tr><tr><td>U.S. 30-Year Treasury Yield&nbsp;</td><td>5.31%</td><td>Flat</td></tr><tr><td>U.S. 10Y2Y Yield Spread&nbsp;</td><td>Flattening curve</td><td>-</td></tr></tbody></table></figure></div><h2 class="st-heading-2">Yield Curve &amp; Global Sovereign Markets&nbsp;</h2><p>Buying pressure swept across the entire Treasury yield curve on overwhelming safe-haven demand. Volumes in Treasury futures spiked roughly 40% above 20-day moving averages on Thursday as institutional portfolios scrambled for duration, according to Bloomberg data. The historical tendency for 10-year yields to fall in the month following a congressional power shift reinforced the downward momentum.</p><p>However, fixed-income strategists note that while a divided Congress creates legislative blockades that calm immediate bond supply fears, underlying structural deficits and future funding requirements will persist. Meanwhile, the U.S. Treasury Department announced plans to keep quarterly note and bond auction sizes unchanged, offering vital clarity to primary dealers and stabilizing the issuance pipeline.</p><p>"The blue wave means the federal government is sure to be divided on most issues... That typically creates a blockade against new legislation…an environment which broad financial markets traditionally view favorably as variables decrease," Deborah Cunningham at Federated Hermes told Bloomberg.</p><p>&nbsp;International sovereign bond markets followed similar trajectories. German 10-year Bund yields and other major sovereign yields mirrored the U.S. decline, reflecting broad-based global demand for safe-haven assets.&nbsp;</p><p>Meanwhile, the Dollar Spot Index was flat&nbsp;so far this week against a basket of developed market currencies.&nbsp;</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

A trader works on the floor of the New York Stock Exchange (NYSE) at the opening bell in New York on March 24, 2026. European and US stocks resumed sliding and oil prices jumped on Tuesday as traders turned cautious over the prospect of a negotiated agreement between the United States and Iran to end the Middle East war. (Photo by ANGELA WEISS / AFP via Getty Images)

U.S. government bonds experienced a powerful multi-day rally so far this week, supported by a mix of political realignment in Washington that led to a sharp risk-off rotation away from tech stocks.

The Weekly Spread: What Shaped US Treasury Yields And The Dollar This Week

Pimco Exchange Traded Fund - PIMCO Active Bond ETF

iShares U.S. Treasury Bond ETF

iShares 1-3 Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

Up more than 1% 

Flat to up 1%

Flat to down 1%

Down more than 1%

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