SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energys quarterly results beat expectations and it raised its full-year outlook, but shares fell sharply anyway. Traders debated whether stretched valuation, negative operating cash flow and broader selling in AI-related stocks outweighed the strong results.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

A reported early leak of Phase 3 results for Moderna and Mercks personalized melanoma vaccine triggered a sharp selloff, even though the combination showed a benefit versus Keytruda alone. Traders debate whether the data fell short of expectations after the stocks run-up or whether the market overreacted to encouraging results, driving volatile rebound and further-decline speculation.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. It operates through the Hard Disk Drives (HDD) segment. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digitals strong quarterly results and upbeat guidance are drawing attention, but the shares have fallen despite the report. Traders are debating whether the reaction reflects broader AI and storage-sector selling and concerns about cyclical demand and future supply, or an overdone selloff against resilient data-center demand.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A sharp Nasdaq and technology selloff has put QQQ in focus, as traders cite worries about AI spending returns and credit exposure alongside elevated oil prices tied to Iran tensions. Bearish calls for further losses are met by dip-buyers looking for a rebound, leaving debate over whether the decline is a broader correction or a buying opportunity.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is drawing attention after a sharp semiconductor-sector selloff, amplified by its 3x daily leverage, amid broader tech weakness, rising oil prices, and concerns about financing for AI data-center expansion. Traders disagree over whether the move signals an AI-bubble unwind or an oversold dip-buying opportunity, with many watching for a rebound while others expect further losses.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apples unusual resilience near record highs despite broader tech-market weakness is driving discussion, with bullish traders calling it a defensive safe haven and bears arguing the strength is overextended or driven by flows and could fade. iPhone Duo launch-demand chatter and earnings anticipation add to the debate, but the dominant focus is the stocks decoupling from the wider market.

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, but shares sold off sharply as traders focused on a lower free-cash-flow conversion outlook, higher restructuring costs, and managements warning about structural supply-chain cost inflation. Bulls call the reaction an overreaction and point to AI and cloud growth, while bears remain concerned about cash generation and the outlook.

Forgent Power Solutions, Inc. is a holding company, which engages in the design and manufacture of electrical distribution equipment used in data centers, power grid, and energy-intensive industrial facilities. It also offers powertrain solutions and standard and custom products. The company was founded on July 21, 2025 and is headquartered in Dayton, MN.

Forgent Power Solutions Inc. - Ordinary Shares - Class A

Forgent Power Solutions Inc.

Forgents CFO departure triggered a sharp selloff, with some traders speculating about undisclosed financial problems and others viewing the move as an overreaction given the internal successor. The companys announcement that first-quarter revenue and adjusted EBITDA should exceed guidance eased some concerns, but confidence and the stocks recovery remained debated.

Deckers Outdoor Corp. engages in the business of designing, marketing, and distributing footwear, apparel, and accessories developed for both everyday casual lifestyle use and high performance activities. It operates through the following segments: UGG Brand, HOKA Brand, Teva Brand, Sanuk Brand, Other Brands, and Direct-to-Consumer. The UGG Brand segment offers a line of premium footwear, apparel, and accessories. The HOKA Brand segment sells footwear and apparel that offers enhanced cushioning and inherent stability with minimal weight, originally designed for ultra-runners. The Teva Brand segment focuses on the sport sandal and modern outdoor lifestyle category, such as sandals, shoes, and boots. The Sanuk Brand segment originated in Southern California surf culture and has emerged into a lifestyle brand with a presence in the relaxed casual shoe and sandal categories. The Other Brands segment includes the Koolaburra by UGG brand. The Direct-to-Consumer segment consists of retail stores and e-commerce websites. The company was founded by Douglas B. Otto in 1973 and is headquartered in Goleta, CA.

Deckers Outdoor Corp.

Deckers latest results are drawing attention after a cut to its full-year sales outlook and lower HOKA and UGG growth expectations overshadowed an earnings beat. Traders are split between focusing on the weaker outlook and backing the companys margins, buybacks, and balance sheet.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk is drawing attention amid a sharp, volatile selloff across memory and AI-related stocks, with traders debating Chinese competition concerns and whether AI spending will sustain demand. Some see the decline as a sector-wide overreaction and are positioning around the upcoming earnings report, while others fear further downside.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

AT&T CEO Says SpaceX’s Low-Band Spectrum Isn’t Cause to 'Over-Rotate': T Stock Slips After Q3 Earnings Beat

Equity

AT&T CEO John Stankey said on the company’s third-quarter earnings call that building a network capable of matching established carriers’ coverage and performance would require years of investment.


ETFs to Buy as Cisco Shares Sink Despite Surpassing Q4 Earnings  

Cisco's post-earnings sell-off spotlights four ETFs offering exposure to its AI-driven growth while cushioning single-stock risks.

CSCO Stock In Focus: Wall Street Sees More Upside As AI Demand Fuels Cisco’s ‘Networking Supercycle’

Cisco Systems gains Wall Street confidence as Truist, UBS and Rosenblatt raise price targets, citing strong results, AI demand, and networking growth. 


CHTR Stock Plummets To Record Low Despite Q2 Beat – CEO Eyes Pending Cox Deal To Add Scale, New Products 

CEO Chris Winfrey said the pending acquisition of Cox Communications will provide greater scale and help drive the company's next phase of broadband growth.


TMUS Stock Heads For Worst Week In Six Years, But Why Does Goldman Sachs Still See 35% Upside? 

Goldman Sachs raised its price target for T-Mobile to $230 from $224.


CSCO Stock Dips As CFO Flags Possible Margin Headwinds 

Chief Financial Officer Mark Patterson warned that the company would see “ups and downs.”

AT&T Is Spending $250B On Connectivity In The US – Here’s Where The Money Is Going 

The telecom giant plans to deploy the funds over the next five years to scale fiber internet, 5G wireless networks and satellite connectivity.

ETFs in Focus as Cisco Slides Post Q2 Earnings Beat Amid Poor Outlook

CSCO slides 7% after Q2 beat as fiscal 2026 outlook disappoints, but AI demand and strong networking orders keep ETFs in focus.

Verizon Reportedly Considers Executive Shakeup Amid Service Outages And Rival Pressure

According to a Financial Times report, Verizon is looking to replace Sowmyanarayan Sampath, who had long been seen as the leading candidate for the CEO role.


VZ Stock Rises Pre-Market As Verizon Lays Out Bullish 2026 Growth Outlook

Verizon sees retail postpaid phone net additions in 2026 to be between 750,000 and 1 million, roughly two to three times the 2025 level. 


iShares Trust - iShares U.S. Telecommunications ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Stankey sees low-Earth-orbit satellites as a potential way to extend connectivity in rural areas rather than replace terrestrial wireless networks.</li><li>AT&amp;T reported a 5.3% increase in quarterly revenue to $32.3 billion and adjusted earnings per share of $0.65.</li><li>The company raised its 2026 adjusted EPS outlook to about $2.40 and expects at least $18 billion in free cash flow.</li></ul>AT&amp;T (T) CEO John Stankey told analysts on Wednesday that investors shouldn’t read too much into SpaceX’s plan to become a mobile carrier during the company’s third-quarter earnings call.<blockquote>“I wouldn’t over-rotate on what I would call one carrier of low-band spectrum.”– John Stankey, CEO, AT&amp;T</blockquote>SpaceX (SPCX) said this month, and confirmed on its second earnings call since going public on Tuesday, that it plans to turn Starlink into a major U.S. mobile carrier and is buying a block of low-band spectrum to do it.&nbsp;<a href="https://stocktwits.com/symbol/T">T stock</a> fell over 4% in morning trade and was among the top trending tickers on Stocktwits alongside&nbsp;<a href="https://stocktwits.com/symbol/SPCX">SPCX stock</a>, which rallied over 8%. T stock pared losses after momentarily hitting a fresh three-month low at market open.<figure class="image"><img src="https://news.stocktwits-cdn.com/T_2026_10_21_09_59_39_e121c73727.png" alt="T_2026-10-21_09-59-39.png" width="1794" height="974"><figcaption>T stock price performance over the past 3 months on October 21 as of 10:00 a.m. ET. | Source: TradingView</figcaption></figure>On Stocktwits, retail sentiment around T-Mobile improved to ‘neutral’ from ‘bearish’ territory over the past day. Meanwhile, sentiment around Elon Musk-led SpaceX jumped to ‘extremely bullish’ from the ‘neutral’ zone.<figure class="image"><img src="https://news.stocktwits-cdn.com/image_24_b5cfc528a3.png" alt="image (24).png" width="1264" height="698"><figcaption>T stock retail sentiment on October 21 as of 10:00 a.m. ET | Source: Stocktwits</figcaption></figure>AT&amp;T’s third quarter (Q3) call also marked Chief Financial Officer (CFO) Pascal Desroches’ last earnings call. Deputy CFO Jennifer Byry is set to take over after the new year.<h2 class="st-heading-2">Why AT&amp;T Says Spectrum Alone Won't Make SpaceX A Wireless Rival</h2>Stankey said AT&amp;T operates “somewhere between six to eight carriers of low-band spectrum” in a typical metropolitan area. According to him, a wireless network’s performance depends on more than its spectrum holdings, pointing to the infrastructure needed to deliver service inside buildings, stadiums and hospitals.He cited that in a city such as Chicago, 40% to 45% of mobile traffic originates indoors, where satellite signals face greater challenges.“It takes a lot of years and a huge level of investment” to build a network that can deliver that level of performance, he said, adding that about 98% of the traffic is where AT&amp;T already offers coverage.Stankey did not dismiss satellite connectivity altogether. He said low-Earth-orbit (LEO) satellites are “fantastic for delivering bandwidth to rural areas” and could help AT&amp;T serve sparsely populated areas more economically while reducing customer losses at the edges of its network.<h2 class="st-heading-2">AT&amp;T’s Fiber Coverage Has ‘Never Been Greater’, Says CEO</h2>Stankey said he expects “some kind of a peak and then a downward trajectory” for fixed wireless adoption. He said the most durable customer proposition is “a fiber-fed broadband customer with a great wireless service on top of it.”AT&amp;T reported a record quarter for internet net additions across fiber and fixed wireless. The company also said its fiber network is well positioned to serve growing demand from data centers and cloud providers.Stankey said more than 90% of mapped U.S. data centers are within 10 miles of AT&amp;T’s fiber network. Amazon Web Services (AWS) uses AT&amp;T to connect its sites, and the carrier is working with Microsoft (MSFT) on high-capacity connectivity needs.<blockquote>“Our fiber reach has never been greater. Our spectrum position has never been stronger.”– John Stankey, CEO, AT&amp;T</blockquote><h2 class="st-heading-2">AT&amp;T Q3 Earnings Recap</h2>AT&amp;T’s reported Q3 revenue rising 5.3% to $32.3 billion, above the roughly $31.65 billion consensus estimate as per Koyfin. Earnings per share (EPS) came in at $0.65, compared to Wall Street’s estimates of about $0.60. The company added 379,000 postpaid phone customers, with churn at 0.92%.&nbsp;AT&amp;T also raised its 2026 adjusted EPS outlook to about $2.40 from a previous range of $2.25 to $2.35. The company expects adjusted earnings before interest, tax, depreciation and amortization (EBITDA) growth toward the upper end of its 3% to 4% range and free cash flow of at least $18 billion, including about $6 billion in the fourth quarter (Q4).The telecom giant lowered its planned annual capital spending for 2027 and 2028 to $22 billion to $23 billion, a reduction of about $1 billion. It continues to target more than 60 million fiber locations by 2030.Near-term pressures remain. Executives said during the earnings call that higher marketing and customer acquisition costs, along with about $100 million in vendor dispute settlements, are expected to weigh on Q4&nbsp; EBITDA. They added that fiber revenue per customer fell 4% and is expected to decline by a similar amount, while home internet net additions are expected to slow during the holiday period.<h2 class="st-heading-2">How Is Retail Feeling About AT&amp;T Stock?</h2>On Stocktwits, message volume around T stock more than doubled over the past day. Retail traders debated the drop in shares despite an earnings beat and guidance raise.<stembedurl>https://stocktwits.com/RoyalsLulz/message/666994065</stembedurl>One retail trader argued that AT&amp;T shares appeared oversold and pushed back on comparisons with SpaceX, pointing to the cost and maintenance required to operate a satellite network at scale.<stembedurl>https://stocktwits.com/no2197/message/667003811</stembedurl>AT&amp;T shares have fallen nearly 9% this year and almost 15% in the last 12 months.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-gtc-berlin-keynote-jensen-huang-puts-50-billion-price-tag-on-1-gw-ai-factory/cZxt68mRBvI">Nvidia GTC Berlin Keynote: Jensen Huang Puts $50 Billion Price Tag On 1GW AI Factory Amid DSX POD Launch</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

John Stankey, Chairman and CEO of AT&T, speaks at a Ford Pro Accelerate event on September 30, 2025 in Detroit, Michigan. (Photo by Bill Pugliano/Getty Images)

AT&T (T) CEO John Stankey told analysts on Wednesday that investors shouldn’t read too much into SpaceX’s plan to become a mobile carrier during the company’s third-quarter earnings call.

BlackRock Institutional Trust Company N.A. - iShares U.S. Telecommunications ETF

SpaceX

AT&T Inc

Vanguard Communication Services ETF

Communication Services Select Sector SPDR Fund

SPDR S&P Telecom ETF

Very bullish

Cautiously bullish

Cautiously bearish

Very bearish

Stocktwits sentiment on $SPY just hit its lowest level of the year. How are you feeling about the market right now?

Stocktwits

 just hit its lowest level of the year. How are you feeling about the market right now?

Feed

News

Sentiment

Fundamentals

Info

IYZ BlackRock Institutional Trust Company N.A. - iShares U.S. Telecommunications ETF

Fundamentals

Latest IYZ News