SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Bitcoin (BTC) is a cryptocurrency launched in 2010. Users are able to generate BTC through the process of mining. Bitcoin has a current supply of 20,105,365. The last known price of Bitcoin is 76,984.56645577 USD and is down -1.38 over the last 24 hours. It is currently trading on 12773 active market(s) with $23,404,967,729.76 traded over the last 24 hours. More information can be found at https://bitcoin.org/.

Bitcoin

Bitcoins slide toward the $75K$77K support area is the main focus, with traders citing the Binance hack and broader crypto-security concerns alongside election uncertainty as possible headwinds. Bearish traders warn of further losses if support breaks, while bulls argue the level is holding and are buying the dip.

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

SPY is drawing attention amid a market pullback tied to weakness in technology and AI stocks, with traders pointing to doubts about AI spending and debt. The community is split between expecting more downside and seeing an oversold dip, while midterm-election uncertainty and the Iran conflict add to volatility concerns.

Solana (SOL) is a cryptocurrency launched in 2020. Solana has a current supply of 636,883,313.16514313 with 590,206,315.78603745 in circulation. The last known price of Solana is 92.37097662 USD and is down -1.79 over the last 24 hours. It is currently trading on 1189 active market(s) with $2,843,805,655.98 traded over the last 24 hours. More information can be found at https://solana.com.

Solana

Solanas slide through a key psychological support amid broader crypto weakness is driving bearish chart talk, with traders watching for further downside. The Binance security incident has added to market-wide confidence concerns, though some traders say SOL was already under pressure; views remain split between shorting or expecting more losses and buying the dip to stake.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMDs upcoming earnings report is the focus as traders weigh whether its results and forward guidance can reassure investors after Intels weak outlook and a broader semiconductor selloff. Some expect AMDs AI and data-center growth to set it apart, while others fear cautious guidance, high valuation, and the recent pattern of tech stocks falling even after strong results.

Ethereum (ETH) is a cryptocurrency . Ethereum has a current supply of 122,183,191.98331761. The last known price of Ethereum is 2,253.7325803 USD and is down -0.72 over the last 24 hours. It is currently trading on 14237 active market(s) with $11,299,510,487.72 traded over the last 24 hours. More information can be found at https://www.ethereum.org/.

Ethereum

Binances reported major hack is weighing on Ethereum amid a broader crypto selloff, with traders focused on exchange security, withdrawals and the risk of further selling. The community is split between viewing the decline as a buying opportunityciting Binances efforts to cover lossesand expecting more downside and lingering damage to confidence.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

MARAs steep slide to fresh 52-week lows is fueling concern about its Bitcoin-linked volatility and the lack of signed AI/HPC tenant deals to validate its business pivot, with traders also looking ahead to earnings for possible lease news. The community is split between bearish calls for further losses and dip-buyers who see oversold conditions and high short interest as potential for a rebound.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

NBIS is drawing attention amid a sharp selloff across AI neocloud and data-center stocks, with traders pointing to sector-wide risk repricing and worries about financing costs, cash burn, and whether AI demand can support the buildout. Bulls argue the decline is overdone and the long-term demand story remains intact, while bears see bubble and funding risks.

Cardano (ADA) is a cryptocurrency launched in 2017. Cardano has a current supply of 44,994,665,205.855202 with 36,823,860,963.224877 in circulation. The last known price of Cardano is 0.18956469 USD and is down -1.68 over the last 24 hours. It is currently trading on 1752 active market(s) with $215,011,959.13 traded over the last 24 hours. More information can be found at https://www.cardano.org.

Cardano

Cardano is drawing attention amid a weak crypto market, with traders flagging bearish technical signals and lost support while others view the decline as a buying opportunity and expect a rebound. Sentiment is sharply divided between claims that ADA could keep sliding and speculative hopes for a breakout or short squeeze.

Axon Enterprise, Inc. engages in the development, manufacture, and sale of conducted electrical weapons for personal defense. It operates through the TASER segment and Software and Sensors segment. The TASER segment sells conducted electrical weapons, accessories, and other related products and services. The Software and Sensors segment includes devices, wearables, applications, cloud, and mobile products. The company was founded by Patrick W. Smith and Thomas P. Smith on September 7, 1993 and is headquartered in Scottsdale, AZ.

Axon Enterprise Inc

Axons proposed convertible-note offering has fueled selling pressure, with traders focused on potential shareholder dilution; some argue the zero-coupon financing provides capital for growth. The debate also reflects concerns about high valuation and margin pressure, while bulls view the pullback as an opportunity given the companys growth prospects.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells planned all-stock acquisition of Lumentum has sparked a sharp selloff, with traders focused on dilution, the deals size and long wait to close. Some see the move as an expensive risk to shareholders, while others argue combining Marvells connectivity technology with Lumentums optical assets could strengthen its position in AI data centers.

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CRWD, PANW, OKTA Stocks Have Doubled This Year — Here’s What’s Driving The Cybersecurity Rally

Equity

According to analysts at IO Fund, the first major driver behind the rally is the growing use of AI in cyberattacks and the expanding attack surface companies now have to defend.

JPMorgan Says AI Boom Is Driving A ‘Rare’ Profit Cycle — But There’s A Big Risk Investors Should Watch

JPMorgan said that as the AI trade gets bigger, it is watching rising funding costs and growing reliance on debt.

Beyond Nvidia And Hyperscalers: Beth Kindig Sees A $1 Trillion AI Infrastructure Opportunity For These Stocks

Kindig said in a recent note that shifting AI spends could create a massive opportunity for companies supplying the servers, CPUs, networking, and more.

GOOGL Market Cap Drops Nearly $500B After Google Search Fell Below 50% Of Alphabet's Revenue — David Sacks Explains Why That's A Good Thing

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Weeks Ahead Of Expected Anthropic IPO, DeepSeek Launches Autonomous Coding Agent To Take On Claude Code

The open-source “Super-Agent” concept, developed by DeepSeek’s Harness team, is designed to keep working across group chats, GitHub and other developer tools.

Dan Ives Says Anthropic IPO Faces A ‘Perfect Storm’ — Aswath Damodaran Warns ‘If One Falls, They Drag The Others Down’

Ives’ and Damodaran’s comments come after a report by The Financial Times stated that according to Blackstone, Anthropic may not secure an investment-grade rating immediately after going public.

Google Just Got AI To Talk From Space — Project Suncatcher Scores First In-Orbit TPU Response After SpaceX Launch

The breakthrough came weeks after Google's prototype satellite launched into orbit aboard a SpaceX rideshare mission.

ETFs to Buy as Microsoft Shares Gain 4% Post Q1 Earnings Beat

Microsoft shares jump 4% after an earnings beat, while rising cloud demand puts the spotlight on four ETFs offering diversified exposure to MSFT.

Should You Invest in the iShares U.S. Technology ETF (IYW)?

GOOGL's $250B AI Chip Opportunity Takes Aim At NVDA — Beth Kindig Says Google Is Going After ‘One Of The Most Profitable Hardware Businesses’

Kindig said Google's advantage may not come from simply building a faster accelerator, but from attacking the economics of AI infrastructure.

iShares Trust - iShares Dow Jones U.S. Technology Sector Index Fund

Neutral Sentiment

<ul class="summary-bullets"><li>CrowdStrike’s 2026 Global Threat Report, cited by IO Fund, found that AI-enabled adversaries increased their operations by 89% in 2025.</li><li>IBM’s research shows that one in four security breaches is now AI-enabled, with those incidents costing roughly $6 million on average, versus a $4.99 million global average.</li><li>The other major trend identified by IO Fund is happening inside corporate security departments, which is, customers are increasingly consolidating their spending across broader cybersecurity platforms.</li></ul>Cybersecurity stocks have emerged as some of the biggest winners of the artificial intelligence boom in 2026, with investors betting that the same technology transforming businesses is also creating a new wave of security threats.Okta Inc. (OKTA), CrowdStrike Holdings Inc. (CRWD) and Palo Alto Networks Inc. (PLTR) are up 141%, 114% and 99%, respectively, through Oct. 30. The First Trust NASDAQ Cybersecurity ETF (CIBR) is also up nearly 40%, far ahead of the Nasdaq 100’s roughly 11% gain.<a href="https://stocktwits.com/symbol/CRWD">CrowdStrike shares</a> closed more than 4% lower in Friday’s regular trading session,&nbsp;<a href="https://stocktwits.com/symbol/PANW">Palo Alto Networks shares</a> fell nearly 4%, while&nbsp;<a href="https://stocktwits.com/symbol/OKTA">Okta shares</a> fell over 6%.<h2 class="st-heading-2">AI Is Creating A Bigger Cybersecurity Problem, Say Analysts</h2>According to IO Fund, the first major driver behind the rally is the growing use of AI in cyberattacks and the expanding attack surface companies now have to defend.CrowdStrike’s 2026 Global Threat Report, cited by IO Fund, found that AI-enabled adversaries increased their operations by 89% in 2025. IBM’s research shows that one in four security breaches is now AI-enabled, with those incidents costing roughly $6 million on average, versus a $4.99 million global average.The threat is also pushing companies to increase spending. IO Fund cited IBM data showing that 85% of organizations plan to raise security spending after learning about the cyber capabilities of frontier AI models, up from 64% in 2025.The shift is becoming particularly important as companies deploy increasingly autonomous AI agents that can write code, access systems and perform tasks with limited human intervention.The firm also pointed to OpenAI CEO Sam Altman’s warning about the difficulty of securing increasingly capable AI systems: “I no longer think we’re gonna be able to just patch all the bugs,” Altman said during a speech at Stanford Graduate School of Business last month.IO Fund said Gartner expects spending on platforms designed to secure AI systems to climb from about $3 billion in 2026 to $7.7 billion in 2028, suggesting the emerging threat could translate into a substantial new security spending cycle.<h2 class="st-heading-2">Enterprises Are Spending More And Consolidating</h2>The other major trend identified by IO Fund is happening inside corporate security departments, which is, customers are increasingly consolidating their spending across broader cybersecurity platforms rather than buying a growing number of point solutions.CrowdStrike’s results offer one indication of the trend, the firm said, adding that CrowdStrike’s annual recurring revenue from its Falcon Flex offering topped $2.2 billion, up 101% year over year, while 51% of its subscription customers now use six or more modules.The firm added that Palo Alto Networks is seeing a similar shift. IO Fund noted that the company added roughly 220 platformization deals in its fiscal fourth quarter (Q4), more than double the pace from two years earlier. Net revenue retention among platformized customers exceeded 120%, while Prisma AIRS, its AI security platform, surpassed $100 million in annual recurring revenue.IO Fund added that AI may not simply create demand for a new category of security products, but it could also accelerate spending with vendors that can secure multiple parts of an enterprise’s infrastructure.IO Fund estimates CrowdStrike’s revenue could grow at a 23% compound annual rate through fiscal 2029, more than twice Gartner’s projected 11% annual growth for the overall cybersecurity market. Okta and Tenable are expected to grow at roughly 10% and 7%, respectively.The Global X Artificial Intelligence &amp; Technology ETF (AIQ) fell about 4.45% on Friday, while the iShares U.S. Technology ETF (IYW) fell nearly 4.33%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/what-to-expect-markets-this-week-nov-1-2026/cNGes4VR923">What To Expect In Markets This Week: AAPL, PLTR, AMD, SMCI, SHOP, Earnings, Jobs Report And More</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

First Trust Exchange-Traded Fund III - First Trust NASDAQ Cybersecurity ETF

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