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Occidental Petroleum Corp. engages in the exploration and production of oil and natural gas. It operates through the following segments: Oil and Gas, Chemical, and Midstream and Marketing. The Oil and Gas segment explores for, develops and produces oil and condensate, natural gas liquids, and natural gas. The Chemical segment manufactures and markets basic chemicals and vinyls. The Midstream and Marketing segment purchases, markets, gathers, processes, transports and stores oil, condensate, natural gas liquids, natural gas, carbon dioxide, and power. The company was founded in 1920 and is headquartered in Houston, TX.

Occidental Petroleum Corp.

OXY is drawing attention as traders react to volatile crude prices tied to Iran-related conflict and uncertainty around Strait of Hormuz shipping and ceasefire developments. Bulls see supply risks supporting oil and Occidentals cash flow, while others are frustrated that shares have often lagged crude and worry that de-escalation could unwind the risk premium.

Spotify Technology SA engages in the provision of digital music services. It operates through the Premium and Ad-Supported segments. The Premium segment provides subscribers with online and offline streaming access of music and podcasts on computers, tablets, and mobile devices. The Ad-Supported segment offers users with limited on-demand online access of music and unlimited online access of podcasts on computers, tablets, and mobile and smart devices. The company was founded by Daniel Ek and Martin Lorentzon on December 27, 2006 and is headquartered in Stockholm, Sweden.

Spotify Technology S.A.

Spotify shares are rallying after its latest quarterly report, as subscriber growth, improving gross margin and a stronger profit outlook outweighed modest revenue and EPS misses. Traders are debating the disconnect between the headline misses and the positive market reaction, with many pointing to forward guidance as the key driver.

Cheniere Energy, Inc. engages in liquefied natural gas (LNG) related businesses. It owns and operates LNG terminals, develops, constructs, and operates liquefaction projects near Corpus Christi, Texas, and at the Sabine Pass LNG terminal. The company was founded by Charif Souki in 1983 and is headquartered in Houston, TX.

Cheniere Energy Inc.

Chenieres strong quarterly results, raised full-year guidance and dividend increase are driving attention, with expansion progress and higher export volumes adding to the bullish reaction. Some traders are taking profits or questioning how much of the good news is already priced in.

Direxion Shares ETF Trust - Direxion Daily GOOGL Bull 2X ETF

Direxion Daily GOOGL Bull 2X Shares ETF

Alphabets sharp post-earnings selloff is driving attention, with traders using GGLL for leveraged exposure as they debate whether the drop is an oversold buying opportunity or whether weakness could continue. The community leans toward a rebound, but some caution against buying the dip and point to further downside risk.

OFFICIAL TRUMP (TRUMP) is a cryptocurrency and operates on the Solana platform. OFFICIAL TRUMP has a current supply of 999,998,811.032761 with 281,866,747.320393 in circulation. The last known price of OFFICIAL TRUMP is 1.57555883 USD and is down -1.93 over the last 24 hours. It is currently trading on 744 active market(s) with $126,884,732.61 traded over the last 24 hours. More information can be found at https://gettrumpmemes.com/.

Trump For President

The TRUMP meme coin is drawing attention amid discussion of its steep decline from launch highs and allegations that Trump-linked insiders profited while retail holders lost money. Many traders call it a scam and expect further downside, while some remain bullish on accumulation or a possible short squeeze.

Chevron Corp. engages in the provision of oil and gas energy solutions. It provides crude oil and natural gas, manufactures transportation fuels, lubricants, petrochemicals, and additives, and develops technologies that enhance business and the industry. It operates through the Upstream and Downstream segments. The Upstream segment consists of the exploration, development, and production of crude oil and natural gas, the liquefaction, transportation, and regasification associated with liquefied natural gas, the transporting of crude oil by major international oil export pipelines, the processing, transporting, storage, and marketing of natural gas, and a gas-to-liquids plant. The Downstream segment consists of the refining of crude oil into petroleum products, the marketing of crude oil and refined products, the transporting of crude oil and refined products by pipeline, marine vessel, motor equipment, and rail car, and the manufacturing and marketing of commodity petrochemicals and plastics for industrial uses and fuel & lubricant additives. The company was founded on September 10, 1879 and is headquartered in Houston, TX.

Chevron Corp.

Chevrons Q3 earnings beat, driven in part by strong refining margins and record U.S. refinery throughput, is the main catalyst. Traders are reacting bullishly to the results and call-heavy options activity, while some question whether the refining boost will last.

VXX tracks an index with exposure to futures contracts on the CBOE Volatility Index with average one-month maturity. Exposure resets daily.

Barclays Bank PLC - iPathÂ® Series B S&P 500Â® VIX Short-Term FuturesTM ETN

iPath S&P 500 VIX Short-Term Futures ETN

A rebound in volatility has put VXX in focus as traders weigh hedging for a possible market pullback amid broader uncertainty. Some see the move as the start of a sustained volatility breakout, while others expect a short-lived pop and point to VXXs futures-related decay as a reason to fade rallies.

Booking Holdings, Inc. engages in the provision of online travel and related solutions. The firm offers services through the following brands: Booking.com, Priceline, Agoda, KAYAK, and OpenTable. It provides accommodation reservations including hotels, hostels, apartments, vacation rentals, and other properties. The company was founded by Jay Scott Walker on July 18, 1997, and is headquartered in Norwalk, CT.

Booking Holdings Inc

Metas Muse AI travel-booking push has fueled concern that AI agents could bypass online travel agencies and pressure Bookings customer relationships, contributing to a sharp selloff. Traders disagree on the threats scale, with skeptics citing Bookings inventory and brand moat while others focus on room-night trends ahead of its quarterly report.

Blue Owl Capital, Inc. operates as an alternative asset management firm. It provides investors access to asset management capital solutions through its Direct Lending and GP Capital Solutions products. The company offers a platform of capital solutions to both middle market companies and large alternative asset managers. The company was founded by Doug Irving Ostrover, Michael Rees and Craig W.Packer in 2009 and is headquartered in New York, NY.

Blue Owl Capital Inc - Ordinary Shares - Class A

Blue Owls Q3 results and upbeat earnings-call outlook are driving attention, with traders highlighting fee and AUM growth, dividend coverage, and unearned-fee backlog as reasons for optimism. Some remain cautious about private-credit redemptions and whether fee growth is durable, while bullish traders see the results as a counterpoint to lingering sector concerns.

Regeneron Pharmaceuticals, Inc. is a biotechnology company, which engages in the discovery, invention, development, manufacture, and commercialization of medicines. Its product portfolio includes the following brands: Dupixent, Evkeeza, Eylea, Inmazeb, and Kevzara. The firm accelerates the traditional drug development process through its proprietary VelociSuite technologies such as VelocImmune, which uses unique genetically humanized mice to produce optimized fully human antibodies and bispecific antibodies. The company was founded by Alferd G. Gilman, Leonard S. Schleifer, George Damis Yancopoulos, and Eric M. Shooter on January 8, 1988, and is headquartered in Tarrytown, NY.

Regeneron Pharmaceuticals, Inc.

Regenerons sharp rally follows a strong third-quarter earnings beat, with traders highlighting growth across Dupixent, Eylea HD and Libtayo. The reaction is broadly bullish, though some note that declining legacy Eylea sales and biosimilar competition remain risks.

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Should iShares Russell Mid-Cap Growth ETF (IWP) Be on Your Investing Radar?

Affirm Upgraded To Outperform As Wolfe Sees ‘More Compelling’ Valuation After Strong Q4

Equity

According to TheFly, Wolfe Research turned more constructive on Affirm after its fiscal fourth-quarter results, arguing that the company’s valuation has become more compelling.

CoreWeave Announces The Launch Of Physical AI Field Engineering – A Look At Some Key Highlights

 The launch builds on CoreWeave’s acquisition of Monolith AI, which focused on using machine learning for complex engineering and physics problems.

ONON Stock Plunges To 2-Year Lows In Record Single-Day Crash After Guidance Cut, Revenue Miss 

Co-CEO David Allemann said On Holding is winning over what it calls the “movement class,” consumers who view fitness as part of their identity.


WULF Stock Snaps 7-Session Losing Streak On $19B Deal With Anthropic — What Investors Need To Know

TeraWulf expects to initially generate about $19 billion in contracted revenue from the Anthropic lease, with the first power delivery expected in the second half of 2026.

CPNG Stock Surges In Best Day Since Late 2022 As Coupang Data Breach Fine Lands Milder Than Expected

South Korea’s Personal Information Protection Commission (PIPC) has imposed administrative fines totaling around  $410 million on its Korean subsidiary, Coupang Corp, the company said. 

DJT Stock Flat After The Truth Social Firm Reports Q1 Loss of $405.9M

The firm reported total assets of $2.2 billion for the first quarter ended March.

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Neutral Sentiment

<ul class="summary-bullets"><li>Wolfe continues to view Affirm as a structural winner, sets target price at $80</li><li>Affirm stock’s risk/reward is now more favorable, says the firm according to TheFly.</li><li>The company’s revenue in the fourth quarter grew 33% to $1.17 billion, beating FiscalAI's estimate.</li></ul>Affirm Holdings, Inc. (AFRM) was upgraded to 'Outperform' from 'Peer Perform' at Wolfe Research, with the firm setting a $90 price target and pointing to a more favorable risk/reward setup, according to TheFly.Affirm’s valuation has become “more compelling” at current levels since what the analyst described as a “strong” fiscal fourth-quarter (Q4) report, per TheFly. The firm also reiterated its view that Affirm remains a “structural winner.”<a href="https://stocktwits.com/symbol/AFRM">AFRM stock</a> was up more than 2% in Monday’s premarket, on track to extend previous session’s gain of 5%.<h2 class="st-heading-2">Why Affirm's Q4 Impressed Analysts</h2>Affirm’s "strong" Q4 results provide some context for Wolfe’s view. The fintech company's Q4 gross merchandise volume (GMV) increased 36% year over year to $14.1 billion. Its revenue grew 33% to $1.17 billion, beating FiscalAI's estimate by 5%.&nbsp;The firm's adjusted operating income rose 49% to $353 million, and adjusted operating margin expanded to 30% from 27% a year earlier.&nbsp;Growth was also broadening beyond traditional checkout integrations. Data showed that Affirm's Direct-to-consumer (D2C) GMV rose 49% to $4.7 billion, driven by Affirm Card GMV, which more than doubled to $2.8 billion. Active Affirm Card consumers also more than doubled to 5.2 million.<h2 class="st-heading-2">Affirm Targets Further Growth In FY27</h2>For fiscal 2027, Affirm expects more than $64 billion in GMV, up from approximately $49.4 billion in fiscal 2026. The company also forecasts an operating margin above 14.5% and an adjusted operating margin above 30.5%. For the first quarter, Affirm guided revenue to $1.19 billion to $1.22 billion and GMV to $13.7 billion to $14.0 billion.Wolfe’s upgrade therefore comes after a quarter that combined rapid transaction growth with higher profitability, while the company is guiding for further GMV expansion and margin improvement in fiscal 2027.<h2 class="st-heading-2">AFRM Stock: What Is Retail Mood</h2>Meanwhile, retail investor sentiment around AFRM stock remained ‘bearish’ on Stocktwits.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_09_14_170352_06f005a8d5.png" alt="Screenshot 2026-09-14 170352.png" width="831" height="475"><figcaption>AFRM stock retail sentiment on September 14 as of 7:30 a.m. ET | Source: Stocktwits</figcaption></figure>So far this year, Affirm shares have fallen over 3%, underperforming the benchmark S&amp;P 500, which has risen nearly 12% during this period.Read More:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/viasat-space42-plan-to-build-2800-satellite-d2d-network-through-new-venture-equatys/cZtl6NVRBRl">Viasat, Space42 Plan To Build 2,800-Satellite D2D Network Through New Venture Equatys</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, an Affirm Holdings Inc. logo is seen on a smartphone in a hand. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images)

Affirm Holdings, Inc. (AFRM) was upgraded to 'Outperform' from 'Peer Perform' at Wolfe Research, with the firm setting a $90 price target and pointing to a more favorable risk/reward setup, according to TheFly.

Affirm Is A ‘Structural Winner,’ Wolfe Says — Upgrades AFRM Stock On ‘More Compelling’ Valuation

Affirm Holdings Inc

iShares Russell Mid-Cap Growth ETF

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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