SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

SPY is drawing attention amid a pullback in index futures after Meta and Tesla earnings, as traders debate whether heavy AI spending can justify elevated tech valuations; Iran tensions and high oil prices are adding risk-off concerns. The community is split between expecting further losses and buying for a rebound, with many saying the selloffs cause is unclear.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQs selloff after Meta and Tesla earnings has fueled concern that heavy AI spending may not deliver returns sufficient to support tech valuations, despite some positive results. Traders are split between viewing the move as a broader AI-trade unwind and expecting the volatile pullback to reverse.

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 Q3 results beat expectations, with AI and cloud demand driving growth and reinforcing optimism around its AI-networking business and Nvidia partnership. Traders are divided: some see the results and order momentum as evidence of a broader growth story, while others question how quickly orders will convert into revenue and point to the stocks muted reaction despite the strong report.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Teslas post-earnings reversal is driving discussion: traders are weighing positive cash flow and an adjusted earnings beat against flat revenue, weaker profits and margins, reduced capital-spending guidance, and a slower Optimus ramp. Some see the SpaceX merger speculation and AI ambitions as long-term upside, while others question Teslas execution and valuation.

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia, and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Lam Research Corp.

Lam Researchs record quarterly results and outlook have sparked debate after shares sold off: traders cite near-term supply constraints delaying shipments and a forecast decline in China revenue, while bulls argue these are timing and mix issues rather than evidence of weakening demand. Some also see the outlook as insufficient against high expectations despite the earnings beat.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment includes To-Home businesses, which include Ele.me, local services and delivery platforms, and Taoxianda, and To-Destination segment businesses, which include Amap, the provider of mobile digital maps, navigation and real-time traffic information, and restaurant and local services guide platforms. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solutions. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is under pressure alongside a broader Chinese internet-stock selloff as the Hang Seng Tech Index falls below 4,000, with traders pointing to weak China-market sentiment and limited stimulus support. The debate centers on whether the decline signals deeper weakness or a buying opportunity, with $100 widely watched as a key support level.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Metas quarterly results drove attention, with strong revenue and advertising growth offset by an earnings miss tied to a legal charge, higher AI spending, and negative free cash flow. Traders are split over whether AI investment and Muse adoption can justify the spending, while others focus on the proposed non-voting share class and the stocks volatile post-earnings reaction.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

IWM is in focus as traders debate whether small caps can sustain a rotation and catch-up rebound while the broader market faces pressure from higher oil, inflation and rate concerns. Bullish traders point to improving breadth and support levels, while bears cite repeated resistance near the 200-day average and risk-off macro signals.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as crude swings on Middle East supply-risk headlines, particularly reports of tanker attacks and threats around the Strait of Hormuz and Saudi infrastructure. Bulls see scope for a lasting supply disruption, while bears point to resilient oil flows and the possibility that diplomacy or additional supply could unwind the risk premium; traders also debate sharp reversals on conflicting reports.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabets selloff and weak performance versus other large tech stocks dominate discussion ahead of its scheduled Oct. 28 earnings report, with traders debating whether heavy AI and data-center spending, uncertain returns, or competition threaten the outlook. Bears see continued technical weakness, while bulls view the pullback as an opportunity and expect cloud and AI growth to support results; no single confirmed new catalyst is widely cited.

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Illumina BioInsight Platform expands with new software to accelerate the path from sequencing to discovery

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Illumina, Inc. engages in the development, manufacturing, and marketing of life science tools and integrated systems for large-scale analysis of genetic variation and function. The company was founded by David R. Walt, John R. Stuelpnagel, Anthony W. Czarnik, Lawrence A. Bock, and Mark S. Chee in April 1998 and is headquartered in San Diego, CA.

Illumina Inc

Bloom Energy’s S&P 500 Entry Could Bring A New Wave Of Buyers, Says Clear Street — Projects 20% Upside In BE Stock

Equity

Bearish Sentiment

<ul class="summary-bullets"><li>Clear Street raised BE’s price target to $330 from $290, and maintained a ‘Buy’ rating, according to The Fly.</li><li>The firm expects the S&amp;P 500 addition to attract more institutional investors, including mutual funds and passive exchange-traded funds that track the index.</li><li>UBS called BE’s S&amp;P 500 inclusion a ‘significant positive catalyst.’</li></ul>Bloom Energy (BE) shares were in focus Tuesday after S&amp;P Dow Jones Indices said the fuel-cell power company will join the S&amp;P 500.&nbsp;According to Wall Street, this could open the door to a new wave of passive buying. Bloom will enter the index, along with <a href="https://stocktwits.com/symbol/ILMN">Illumina (ILMN)</a> and <a href="https://stocktwits.com/symbol/P">Everpure (P)</a>, before trading begins on September 21. The <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://press.spglobal.com/2026-09-04-Bloom-Energy,-Illumina,-and-Everpure-Set-to-Join-S-P-500-Others-to-Join-S-P-100,-S-P-MidCap-400,-and-S-P-SmallCap-600?">changes</a>, part of S&amp;P’s quarterly rebalancing, are meant to ensure that each index better reflects its market-capitalization range.At the time of writing,&nbsp;<a href="https://stocktwits.com/symbol/BE">BE stock</a> gained around 9% and is on track to post its fifth straight session of gains.<h2 class="st-heading-2">Wall Street Sees More Passive Buying</h2>Clear Street raised its price target on Bloom to $330 from $290 and maintained a ‘Buy’ rating, according to The Fly. The new target represents roughly 20% upside.The firm expects the S&amp;P 500 addition to attract more institutional investors, including mutual funds and passive exchange-traded funds that track the index. Clear Street also pointed to Bloom’s strong order momentum.UBS analyst Manav Gupta also raised the stock’s target to $325 from $300 while maintaining a ‘Buy’ rating. Gupta called the inclusion a “significant positive catalyst,” noting that S&amp;P 500 additions have historically driven meaningful increases in passive ownership.BE has a 12-month consensus price target of $276.05. Fifteen of the 29 analysts covering the stock have a ‘Buy’ rating, 12 have a ‘Hold’ rating, and two have rated it ‘Sell,’ according to Koyfin.&nbsp;&nbsp;<h2 class="st-heading-2">BE’s Growing Pipeline</h2>The index addition comes as Bloom builds out its AI data-center power pipeline. In June, Bloom and Brookfield <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://investor.bloomenergy.com/press-releases/press-release-details/2026/Brookfield-and-Bloom-Energy-Expand-AI-Infrastructure-Partnership-to-25-Billion-Fivefold-Increase-to-Build-and-Finance-Rapid-Power-for-AI-Infrastructure/default.aspx">expanded</a> their AI infrastructure partnership from $5 billion to $25 billion to finance fuel-cell power projects for AI infrastructure globally.Bloom also said in August that its AI infrastructure business had grown to nearly two dozen customers representing about 250 megawatts of contracted capacity.In the second quarter (Q2), Bloom reported a record quarterly revenue, topping $1 billion for the first time. The company also raised its fiscal 2026 revenue outlook to $3.9 billion to $4.2 billion, representing about 100% growth at the midpoint.<h2 class="st-heading-2">Retail Remains Bullish On BE</h2>Retail sentiment surrounding BE on Stocktwits remained ‘bullish’ over the past 24 hours, amid a 310% increase in message volumes.One user expects the stock to encounter resistance at $279 and $290.<stembedurl>https://stocktwits.com/undefeatedchamp/message/663783560</stembedurl>BE shares have surged around 217% so far in 2026.Also read: <a href="https://stocktwits.com/news-articles/markets/equity/cathie-wood-s-biotech-bet-intellia-secured-an-fda-priority-review-for-rare-genetic-disorder-therapy-retail-sees-upside-in-ntla-s-platform/cZt3Cd9RJUn">Cathie Wood’s Biotech Bet Intellia Secured An FDA Priority Review For Rare Genetic Disorder Therapy – Retail Sees Upside In NTLA’s Platform</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Bloom Energy logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Bloom Energy is set to join the S&P 500 before trading begins on September 21.

Bloom Energy Corp - Ordinary Shares - Class A

Everpure Inc

Track ILMN stock price, charts, news and real-time market activity on Stocktwits. Join the ILMN message board to follow investor discussions, retail trader sentiment, bullish and bearish signals around Illumina Inc stock.

ILMN Stock Price Today - Illumina Inc News, Charts, Retail Sentiment

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.

Current Price	$282.86
Prev Close	$267.93
Open	$267.35
Dividend Yield	0.00%
50-Day Moving Average	$238.74
Beta	1.06
Avg. Volume	3.98M
PE Ratio	52.71

52-Week High	$309.35
52-Week Low	$94.00
Market Capitalization	$40.46B
EPS (Annual)	$5.45
Price to Book	15.05
Revenue Per Employee	$504,418.60

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