SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoins pullback and continued consolidation near the key support area are driving discussion, with traders pointing to bearish technical signals and broader risk-off pressure while watching for a breakdown. Bulls counter that support is holding and view the dip as an accumulation opportunity, leaving the community divided on whether the range will resolve lower or rebound.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike joined a broad cybersecurity rally, with traders pointing to an Evercore channel survey suggesting security budgets are firming and to AI-related vulnerabilities increasing demand for protection. Some also cite the PHP2Shell flaws, while skeptics argue the sharp move is hard to justify given CRWDs lofty valuation.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as crude surges on fears that escalating Middle East tensions, including possible renewed strikes and threats to energy infrastructure, could disrupt oil supplies. Traders are split between momentum bulls betting on further gains and bears arguing the rally is speculative or overextended and vulnerable to a sharp reversal.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

AAOI is drawing attention after a steep, volatile selloff alongside other AI-optics stocks, with traders citing broader concerns about AI-infrastructure funding and the companys dilution and cash needs. The community is split between treating the drop as an oversold entry based on long-term transceiver demand and expecting more downside, with upcoming earnings a key focus.

Aurinia Pharmaceuticals, Inc. is a clinical stage bio-pharmaceutical company, which engages in the research, development, and commercialization of therapeutic drugs. The company was founded by Robert Foster, Richard Glickman, and Michael Martin on June 16, 1993 and is headquartered in Edmonton, Canada.

Aurinia Pharmaceuticals Inc

Attention centers on Aurinias patent disputes with generic-drug makers, with traders watching court deadlines and extensions for signs of a settlement and stronger protection for Lupkynis. Some speculate a resolution could improve acquisition prospects, while others are frustrated by managements silence and the stocks low-volume, erratic trading; upcoming results are another focus.

Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. The firm offers various products for application security, performance and reliability, network services, Zero Trust, developer platform, media delivery, insights, domain registration, and consumer services. It operates through the United States and Rest of the World geographical segments. The company was founded by Matthew Prince, Michelle Zatlyn, and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.

Cloudflare Inc - Ordinary Shares - Class A

Cloudflare Inc

Cloudflare is rallying alongside cybersecurity peers after disclosure of severe PHP vulnerabilities, with traders viewing its web application firewall and traffic-filtering services as potential protection for affected sites. The community is broadly positive on the security-demand angle and the stocks momentum, though some traders are eyeing short setups and questioning its valuation.

Rolls-Royce Holdings Plc designs, develops, manufactures, and services integrated power systems for use in the air, on land, and at sea. The company operates its business through following segments: Civil Aerospace, Power Systems, and Defense. The Civil Aerospace segment offers commercial aero engines and aftermarket services. The Power Systems segment includes engines, power systems and nuclear systems for civil power generation. The Defense segment consists of military aero engines, naval engines, submarines and aftermarket services. The company was founded in March 1906 and is headquartered in London, the United Kingdom.

Rolls-Royce Holdings Plc - ADR

Safrans comments about softer widebody demand are widely cited as the trigger for RYCEYs sharp decline, with traders also pointing to higher fuel costs and broader sector and market selling. Many holders call the drop an overreaction and are buying the dip, while others see the weakness as a reason for caution.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

Golds sharp pullback is driving debate over GLDs safe-haven role, as traders point to dollar and interest-rate pressures or possible selling to cover losses elsewhere. Some see further downside, while others are buying the dip and argue the decline is temporary.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbase is drawing attention for sharp, volatile trading and persistent underperformance versus Bitcoin and other crypto-linked stocks, with traders questioning why shares often lag when crypto rebounds. The debate is split between bearish concerns about further downside and dip-buying ahead of the upcoming quarterly report or a broader crypto recovery.

Direxion Shares ETF Trust - Direxion Daily S&P Biotech Bear 3X ETF

Direxion Daily S&P Biotech Bear 3X Shares

LABD is drawing attention as traders position around volatile moves in biotech and the XBI, with the inverse ETF pressured by a strong sector rally and sharp rebounds. The community is split between expecting a pullback that could lift LABD and warning that biotech momentum may persist, while debating interest rates, sector rotation, and acquisition-related news as influences.

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Nifty 50

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Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

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US Real Estate Stocks Hit All-Time Low Relative To S&P 500, Prompting Peter Schiff’s ‘Industry Is Dead’ Warning 

Equity

Weak housing demand and shifting investor preferences pressure the sector. 


BofA: Clients unload equities in largest weekly selling since 2023

Investing.com -- Bank of America Securities said its clients pulled $6.9 billion from U.S. equities last week, marking the largest weekly outflows since August 2023 and the sixth-largest on record since 2008.

Goldman Sachs ups S&P 500 targets on supportive policy, long-term earnings outlook

Investing.com -- Goldman Sachs raised its S&P 500 forecasts across the board, reflecting more supportive macro conditions and investor confidence in long-term (LT) earnings growth.

U.S. equities see largest client outflows in 10 weeks, BofA says

Investing.com -- Last week, clients were net sellers of U.S. equities for the first time in three weeks, even as the S&P 500 rallied to new record highs.

BofA clients sold U.S. stocks for first time in 5 weeks; Tech led outflows

Investing.com -- Clients of Bank of America Securities turned net sellers of U.S. equities last week, marking the first weekly outflow in five weeks as the S&P 500 dropped 2.6%.

Equity flows: U.S. large caps, gold see records; small caps, real estate hit lows

Investing.com -- U.S. equity funds recorded their first inflow in five weeks, while money market funds saw sizable outflows, suggesting a risk-on shift among investors.

Do Wall Street Analysts Like Extra Space Storage Stock?

Extra Space Storage has underperformed the broader market over the past year, but analysts are moderately optimistic about the stock’s prospects.

CoStar Group Stock Outlook: Is Wall Street Bullish or Bearish?

Although CoStar Group has lagged the broader market over the past year, Wall Street analysts maintain a moderately bullish outlook on its growth prospects.

BofA clients buy US equities for 10th straight week, private clients lead inflows

Investing.com -- Bank of America Securities said its clients bought US equities last week, pouring $1.1 billion, marking the tenth consecutive week of inflows.

Why UBS thinks you should gradually increase exposure to global direct real estate

Investing.com -- UBS believes investors should gradually increase exposure to global direct real estate, citing improved market conditions and attractive investment opportunities. 

iShares Trust - iShares U.S. Real Estate ETF

Bearish Sentiment

<ul class="summary-bullets"><li>Charlie Bilello said U.S. real estate stocks have fallen to their lowest level ever compared with the S&amp;P 500.&nbsp;</li><li>Peter Schiff warned that the sector could fall further as higher mortgage rates hurt the industry.&nbsp;</li><li>Higher interest rates have hurt real estate by raising borrowing costs, weakening housing demand and pressuring commercial properties.&nbsp;</li></ul>US real estate stocks have sunk to their weakest level ever relative to the S&amp;P 500, wiping out all the outperformance they built during the early-to-mid 2000s housing bubble, according to Creative Planning's Charlie Bilello. Economist Peter Schiff warns the slide is far from over and calls the industry dead.&nbsp;The milestone matters because it suggests investors may be seeing a long-term shift rather than a temporary slowdown. The 10-year Treasury yield is near its highest level in 25 years, while mortgage rates are nearing 8%, reversing the low-rate support that helped the housing market for years.&nbsp;<h2 class="st-heading-2">Real Estate Stocks Hit Record Low&nbsp;</h2>Bilello, Chief Market Strategist at Creative Planning, flagged the extreme in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/charliebilello/status/2107185783132340316">post</a> on X.“US real estate stocks are now at their lowest level ever relative to the S&amp;P 500, erasing all of their relative outperformance from the early-to-mid 2000s housing bubble.”&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/housing_a1be8b6ea7.jpg" alt="housing.jpg" width="900" height="581"><figcaption>Source: Charlie Bilello’s X Post</figcaption></figure>The chart shows that the&nbsp;<a href="https://stocktwits.com/symbol/IYR">iShares US Real Estate ETF</a> (IYR) to&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF Trust</a> (SPY) ratio fell to a record low of 0.122 on Oct. 5. It had reached 0.525 in February 2007 during the housing boom before the Great Financial Crisis. Since then, real estate stocks have generally lagged the broader market despite occasional rallies.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261006_020256021_0881b52db7.png" alt="koyfin_20261006_020256021.png" width="2400" height="1240"></figure>Schiff, an economist and longtime market bear,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/PeterSchiff/status/2107221474193105115">replied</a> bluntly: "Plus they are going a lot lower from here. The industry is dead. It lived by ever falling mortgage rates and government subsidies. It's now dying by reversal of the same dynamics."&nbsp;<h2 class="st-heading-2">Housing Affordability Crisis Hits Real Estate&nbsp;</h2>Schiff’s comments highlight a major change in interest rates and Federal Reserve policy. After the 2008 financial crisis, low borrowing costs helped boost REIT values, real estate deals and homebuilder profits. Now, higher 10-year Treasury yields have raised borrowing costs and made REIT dividends less attractive to investors.&nbsp;High mortgage rates are hurting housing demand and home sales, while commercial real estate faces lower property values and refinancing pressure. Investors are also moving money into safer Treasuries and technology stocks, cutting demand for real estate.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261006_015930573_3f1dd3713a.png" alt="koyfin_20261006_015930573.png" width="2400" height="1240"></figure>Last week, Morgan Stanley put out a mixed outlook on major U.S. homebuilders. The firm is bullish on Toll Brothers (TOL), giving it an ‘Overweight’ rating and $159 price target, citing wealthy buyers, pricing power and attractive valuation. PulteGroup (PHG) and D.R. Horton (DHI) received ‘Equal Weight’ ratings, with $128 and $151 price targets, respectively, as affordability concerns limit their upside. Lennar (LEN) received an ‘Underweight’ rating and a $65 price target due to incentives, higher lot costs, and weak first-time buyer demand.&nbsp;So far this year, DHI, PHM, and LEN stocks are down 2% to 27%, while TOL is up 0.1%.Also see:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/the-big-short-investor-michael-burry-justifies-lululemon-tax-loss-sale-i-am-not-throwing-in-the-towel/cZDstsERBk4">‘The Big Short’ Investor Michael Burry Justifies Lululemon Tax-Loss Sale: ‘I Am Not Throwing In The Towel’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Montage Laguna Beach resort is shown at sunset in Laguna Beach, CA.

US real estate stocks have sunk to their weakest level ever relative to the S&P 500, wiping out all the outperformance they built during the early-to-mid 2000s housing bubble, according to Creative Planning's Charlie Bilello. Economist Peter Schiff warns 

US Real Estate Stocks Hit All-Time Low Relative To S&P 500, Prompting Peter Schiff’s ‘Industry Is Dead’ Warning

D.R. Horton Inc.

iShares US Real Estate ETF

Lennar Corp.

PulteGroup Inc

Toll Brothers Inc.

Up more than 1%

Flat to up 1%

Flat to down 1%

Down more than 1%

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