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Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is drawing attention amid a steep slide to fresh lows, with traders linking the bearish mood to backlash over Trumps Russia-Ukraine stance and concerns about the approaching midterms. Many also criticize the companys weak underlying business and sentiment-driven valuation, while a smaller group views the decline as a speculative trading opportunity.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras shares are under heavy selling pressure amid successive IPO lockup expirations and reports of insider sales, with traders also pointing to TD Cowens price-target cut and concerns about valuation, growth, and customer concentration. Bears expect further downside as more shares become eligible to sell, while bulls argue the selloff is overdone and view the stock as a long-term AI-chip opportunity.

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

Broadcom is drawing attention amid a sharp semiconductor selloff and worries that AI infrastructure spending may be difficult to finance or justify with returns; traders also point to CEO Hock Tans comments comparing some AI investment to gambling as a source of uncertainty. The community is split between bearish views that the stock is lagging and could fall further, and dip buyers who see ongoing demand for custom AI chips and networking as support for a recovery.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

CIFR is under pressure amid a broad selloff in AI and data-center stocks, as traders focus on concerns about infrastructure spending returns and financing costs, alongside dilution and project-cost risks tied to the companys convertible-note financing. Many are frustrated by the prolonged decline and managements silence, while some investors argue the selloff is overdone and remain bullish on its AI/HPC pivot.

Mastercard, Inc. is a technology company, which engages in the provision of payment solutions for the development and implementation of credit, debit, prepaid, commercial, and payment programs through its brands including Mastercard, Maestro, and Cirrus. It also offers cyber and intelligence solutions. The company was founded in November 1966 and is headquartered in Purchase, NY.

Mastercard Incorporated - Ordinary Shares - Class A

Mastercard Inc

Mastercard is drawing attention for a breakout toward record highs, alongside discussion of its global reseller agreement with Rezolve AI and the potential for agentic-commerce payments. Traders are generally bullish on the stocks strength, while some question whether the AI partnership chatter will translate into meaningful business impact.

General Motors Co. engages in the designing, manufacturing, and selling of trucks, crossovers, cars, and automobile parts, and in providing software-enabled services and subscriptions. It operates through the following segments: GMNA, GMI, Cruise, and GM Financial. The company was founded by William C. Durant on September 16, 1908 and is headquartered in Detroit, MI.

General Motors Company

GM is drawing attention ahead of its Q3 report, with traders weighing event volatility and mixed options positioning. The debate centers on whether resilient pricing and profitability can offset softer vehicle sales and weak EV demand.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokias upcoming quarterly results are the main focus, with traders debating whether AI and cloud-networking demand will translate into stronger revenue and support a re-rating after a weak, volatile stretch. Optimists point to Nokias AI infrastructure and AI-RAN partnerships, while skeptics doubt the near-term earnings reaction and continued share-price weakness.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Morgan Stanleys designation of Amazon as a top pick, supported by a stronger AWS growth outlook tied to AI demand, drove attention to the shares. Traders largely welcomed the upgrade and rally, while some questioned whether gains would hold and pointed to earnings and technical resistance as tests.

AGNC Investment Corp. engages in the operation of a real estate investment trust. The firm invests in residential mortgage pass-through securities and collateralized mortgage obligations for which the principal and interest payments are guaranteed by the United States government-sponsored enterprise or by the United States government agency. It also invests in other types of mortgage and mortgage-related securities, such as credit risk transfer securities and non-Agency residential and commercial mortgage-backed securities, where repayment of principal and interest is not guaranteed by the United States government-sponsored enterprise or by the United States Government agency, and other assets related to the housing, mortgage, or real estate markets. The company was founded on January 7, 2008 and is headquartered in Bethesda, MD.

AGNC Investment Corp

AGNCs Q3 results are drawing attention after tangible book value fell sharply and the company reported a GAAP loss, while net spread income only narrowly covered the dividend. The selloff has prompted debate between investors buying the high yield and those concerned about further book-value erosion and a possible future dividend cut.

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SPY is drawing attention amid a choppy rebound after a tech-led selloff, with traders debating whether the AI- and megacap-led bounce ahead of major earnings signals stabilization or is a temporary rally. Caution over weak market breadth, AI investment and debt concerns, and geopolitical risks contrasts with calls to buy dips and expectations of further gains.

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VLO, MPC, SUN, PSX Stocks Climb Overnight After Trump Allows Temporary Highway Use Of Dyed Diesel, Defers Federal Fuel Tax

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President Donald Trump’s administration signed an executive order on Monday to temporarily allow off-road dyed diesel for highway use and defer the Federal excise tax. 

VLO, MPC, PSX Stocks, Diesel Futures Climb Overnight: Trump Says US ‘Very Seriously’ Considering Diesel Export Ban 

In response to a question from a Fox News reporter on Sunday about a diesel ban, Trump said, “Well, we're thinking about it very seriously.”

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<ul class="summary-bullets"><li>Under the order, the Treasury Department was directed to defer federal excise taxes on dyed diesel used on highways through the end of 2026, without interest or penalties, while exploring ways to eliminate the deferred liability.</li><li>Analyst Patrick De Haan said in a post on X that the dyed diesel order “sounds big, but most drivers won't benefit.”&nbsp;</li><li>The National Average price of gas as of Oct. 5 is $4.3653 per gallon, as per data from AAA Fuel, up from an average price of between $2.81 and $2.87 per gallon in January this year.</li></ul>Shares of Valero Energy Corp. (VLO), Marathon Petroleum Corp. (MPC), Sunoco, Inc. (SUN), and Phillips 66 (PSX) edged higher in the overnight session late on Monday after President Donald Trump’s administration signed an executive order to temporarily allow off-road dyed diesel for highway use and defer the Federal excise tax.&nbsp;The move is a bid to lower fuel costs for Americans, who have been grappling with rising energy prices amid the war with Iran that has choked off the critical Strait of Hormuz since the end of February.&nbsp;<a href="https://stocktwits.com/symbol/VLO">VLO stock</a> was up 0.67% at the time of writing, while&nbsp;<a href="https://stocktwits.com/symbol/MPC">MPC stock</a> gained 0.35%.&nbsp;<a href="https://stocktwits.com/symbol/SUN">SUN stock</a> and&nbsp;<a href="https://stocktwits.com/symbol/PSX">PSX stock</a> were up more than 3% and 1%, respectively.&nbsp;<h2 class="st-heading-2">What Does The Executive Order Mean?</h2>The National Average price of diesel as of Oct. 5 is $$6.32 per gallon, as per data from AAA Fuel, up from an average price of $3.69 last year.&nbsp;Trump’s executive order temporarily expands access to dyed diesel, a lower-tax fuel normally restricted to off-road uses such as farming and construction, as the administration seeks to reduce fuel costs.&nbsp;According to the order, the Treasury Department has been directed to defer federal excise taxes on dyed diesel used on highways through the end of 2026, without interest or penalties, while exploring ways to eliminate the deferred liability.Transportation officials will coordinate with states, industry and labor groups to expand access, while the Agriculture Department will work to ensure farmers in high-demand areas can obtain the fuel, it said, while adding that the administration encourages states to adopt similar policies.<h2 class="st-heading-2">Impact On Diesel Prices: Analyst Take&nbsp;</h2>Analyst Patrick De Haan said in a post on X that the dyed diesel order “sounds big, but most drivers won't benefit.”He added that states will still enforce their own rules, and it is not truly tax-free, “and it doesn't add a single gallon of supply.”In a longer&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/GasBuddyGuy/status/2107286617916379172">post</a>, De Haan explained that dyed diesel is the same fuel as on-road diesel but is distributed through a smaller supplier and wholesale network. Trump’s order only addresses federal restrictions and taxes, while states still have their own diesel taxes and laws prohibiting dyed fuel for highway use, which the federal order cannot override. He also added that the administration is encouraging states to suspend enforcement, but participation is voluntary.&nbsp;“For now, I believe six states have currently eased their dyed diesel rules: Alabama, Louisiana, Nebraska, North Carolina, Oklahoma and Texas. A few others, including Georgia and Ohio, recently went above that and simply are suspending their diesel taxes, making dyed diesel mostly moot. Everywhere else, the fed waiver alone doesn't make dyed diesel legal,” he said.&nbsp;De Haan also explained that the order doesn't increase supply, and the current price spike is due to a lack of global supply, driven by continued disruptions in the Middle East, strikes at Russian oil refineries, and declining global inventories.&nbsp;The analyst said in a separate&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/GasBuddyGuy/status/2107294969538953526">comment</a> that he believes that “in a year of inundation with price challenges,” the order does not change much for diesel prices,&nbsp;<h2 class="st-heading-2">VLO, MPC, SUN, PSX Stocks: Retail Stance</h2>On Stocktwits, retail sentiment around VLO and PSX stocks was ‘bearish’ at the time of writing, while it was ‘neutral’ for SUN and MPC stocks.&nbsp;Meanwhile, diesel futures&nbsp;<a href="https://stocktwits.com/symbol/HO_F">ULSD NY Harbor (HO_F)</a> was trading down at the time of writing amid ‘neutral’ sentiment.&nbsp;VLO stock has gained more than 153% in 2026, while MPC stock, SUN stock and PSX stock have surged more than 162%, 37% and 106%, respectively, in the same period.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Nicholson Francios pumps diesel fuel into his tractor-trailer at a truck stop on September 11, 2026 in Miami, Florida. Diesel fuel prices in the U.S. topped $6 a gallon for the first time ever. (Photo by Joe Raedle/Getty Images)

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