SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is under pressure amid a broader neocloud selloff, with traders focused on fears that Democratic gains and Texas permitting changes could slow data-center expansion; a report linking IREN delays to Microsofts lower AI data-center spending has added to execution concerns ahead of earnings. Bears worry about project timelines and financing, while bulls argue existing power assets and contracts could cushion the impact or benefit from reduced competition.

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

Direxion Daily Semiconductor Bull 3X Shares

Concerns that Democratic gains could bring tighter oversight or delays for AI data-center projects are fueling heavy selling in semiconductor stocks and volatility in SOXL, which magnifies moves in the chip sector. Traders disagree on whether the selloff signals an AI-boom slowdown or is an overreaction, with some citing continued chip demand and treating the decline as a buying opportunity.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Fears that the election result could bring tighter AI and data-center rules or delay buildouts are weighing on Nvidia and other chip stocks. Traders debate whether this signals a real slowdown in AI spending or an overreaction, with some viewing the selloff as a buying opportunity and others warning that the AI trade and data-center financing are vulnerable.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

SMCI is selling off despite a strong earnings beat and raised outlook, with traders focused on margin compression and heavy reliance on one large customer; some also worry election-related policy could slow data-center construction. Bulls see the decline as an overreaction to short-term concerns, while bears argue that thin margins and customer concentration undermine the growth story.

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

Concerns that Democratic election gains could bring tighter oversight or delays for U.S. data-center construction are weighing on Sandisk and other AI-linked memory stocks. Traders debate whether the selloff reflects a real risk to future demand or an overreaction, with some pointing to strong memory fundamentals and others warning that slower infrastructure spending could pressure the sector.

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

Direxion Daily Semiconductor Bear 3X ETF

SOXS is drawing attention as traders use it to bet on continued semiconductor weakness, with many linking the selloff to midterm-election concerns that Democratic gains could bring pressure on AI and data-center investment. The community is split between expecting more downside in chips and anticipating a relief rally, while noting the volatility and decay risks of this leveraged inverse ETF.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron shares are under pressure as traders worry Democratic election gains could bring tighter oversight or delays for U.S. data-center construction, weakening expectations for AI-related chip and memory demand. The community is split between viewing the selloff as justified repricing of the AI and memory cycle and seeing the policy fears as an overreaction, with some investors arguing demand remains intact.

Dutch Bros, Inc. engages in operating and franchising drive-thru shops that focus on handcrafted beverages. It operates through the Company-Operated Shops, and Franchising and Other segments. The Company-Operated Shops segment consists of coffee shop sales to customers. The Franchising and Other segment is involved in bean and product sales to franchisees and includes the initial franchise fees, royalties, and marketing fees. The company was founded by Travis Boersma and Dane Boersma in 1992 and is headquartered in Tempe, AZ.

Dutch Bros Inc - Ordinary Shares - Class A

Dutch Bros Inc

Dutch Bros quarterly report has driven a sharp selloff, with traders focusing on cautious forward guidance and slowing same-store sales and customer visits despite reported earnings and revenue beats. The chairmans disclosed share sale added to concern, while bulls view the decline as an overreaction and point to continued revenue growth and expansion.

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. 

Democratic election gains have pressured NBIS alongside other neocloud and AI-infrastructure stocks, as traders worry that permitting restrictions and local resistance could slow data-center construction. Bulls counter that Nebiuss international footprint and limited Texas exposure may cushion the risk, while the sharp selloff has fueled debate over whether the market is overreacting ahead of earnings.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broad semiconductor weakness and renewed doubts about the financing and returns on AI data-center spending are weighing on Broadcom, with traders also highlighting its reliance on a handful of hyperscalers for custom-chip orders. The discussion is largely bearish and frustrated by the stocks underperformance, though bulls argue that continued capex and Broadcoms AI businessincluding Anthropic-related commitmentssupport the long-term outlook.

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

 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

A steady run of major contract wins across infrastructure, energy and AI data-center projects is keeping L&T in focus, with traders citing a stronger order book and improved revenue visibility. The bullish order-flow narrative is tempered by concerns about margin pressure despite strong profit and order-inflow growth in recent results.

Banks lead Indian shares higher on credit guarantee scheme

Indian shares advanced on Wednesday, led by banking stocks after the government approved a credit guarantee scheme to support businesses hit by the Iran war. Positive reactions to major corporate earnings and a decline in oil prices, driven by hopes of a potential U.S.-Iran peace deal, further supported the gains. The Nifty 50 rose 0.4% at 24,127.90, as of 10:05 a.m. IST, while the BSE Sensex added 0.31% to 77,260.52. Thirteen of the 16 major sectors were trading in the green. The broader small-caps and mid-caps rose about 1% each. Heavyweight banks, private banks rose 1% each, while state-owned lenders gained 1.6%. The uptick comes after the Union Cabinet approved on Tuesday a new emergency credit guarantee programme worth $1.9 billion to support businesses, particularly small firms, facing short-term liquidity stress due to the Iran war. “The scheme is a net positive for banks, a modest loan growth tailwind and a more meaningful near-term asset quality buffer,” said analysts at Nomura.

L&T wins largest domestic metals order from JSW Steel for major expansion

Larsen & Toubro's Minerals & Metals division secured its largest domestic metals order from JSW Steel, valued between Rs 10,000 crore and Rs 15,000 crore. This 'mega order' involves comprehensive engineering, procurement, and installation of critical process facilities for JSW Steel's expansion to over 50 MTPA by 2031, primarily at sites in Karnataka and Odisha.

L&T Wins Record ‘Mega’ Metals Order from JSW Steel to Power Capacity Expansion

The latest update is out from Larsen & Toubro Limited ( ($IN:LT) ). L&T’s Minerals & Metals business has secured its largest-ever order in India’s ...

India's L&T hits three-week low after Q4 profit dip, slower growth outlook

May 6 (Reuters) - India's Larsen & Toubro shares fell to a more than three-week low in early trade on Wednesday after the conglomerate posted a 3.1% fall in quarterly profit and forecast revenue to

L&T Wins Large Coal Gasification Order To Boost India’s Energy Security Push

Larsen & Toubro’s Energy Hydrocarbon Onshore business has secured a large order from Bharat Coal Gasification and Chemicals Ltd (BCGCL) for a coal-to-ammonium nitrate project in Odisha. The project will include the development of a Nitric Acid and Ammonium Nitrate Plant. The order supports India’s broader coal gasification ambitions under the Aatmanirbhar Bharat initiative.

Diwali 2025 Muhurat Picks: This Brokerage House Picked Nine Stocks With Upto 50% Upside

Equity

From Powermech, Gravita India, and Titagarh to J Kumar Infra stocks, ACMIIL’s festive portfolio captures India’s growth engines for 2025. 

Diwali 2025 Picks: ICICI Direct Bullish On HDFC Bank, L&T, Kaynes Tech And More

The brokerage has focused on private banks, electronics companies, defense, and engineering firms for its Samvat 2082 picks. 

Top Stock Picks For October: Three Stocks That Analysts Are Bullish On

Analysts have turned bullish on Hindustan Copper, Sona BLW, and L&T, citing strong technical setups and improving fundamentals.

L&T Stock Hits 10-Month High On ‘Ultra-Mega’ Order Win In The Middle East

L&T classifies any order above ₹15,000 crore as an ultra-mega order

Broad-Based Buying Lifts Indian Markets, Nifty Closes Above 25,200

Except FMCG, all sectoral indices closed in the green, led by autos, metals, and realty. 


Larsen & Toubro Ltd. is an investment holding company, which engages in technology, engineering, construction, manufacturing, and financial activities. It operates through the following segments: Infrastructure Projects, Energy Projects, Hi-Tech Manufacturing, and Others. The Infrastructure Projects segment refers to the engineering and construction of building and factories, transportation infrastructure, heavy civil infrastructure, power transmission and distribution, renewables, water and effluent treatment, and minerals and metals. The Energy Projects segment focuses on hydrocarbon onshore and offshore businesses. The Hi-Tech Manufacturing segment includes the design, manufacture and construct, supply, and revamp or retrofit of custom designed, engineered critical equipment, and systems to the process of plant and nuclear energy. The Others segment relates to realty, smart infrastructure and communication projects, and construction equipment and industrial product design development. The company was founded by Henning Holck-Larsen and Soren Kristian Toubro in 1938 and is headquartered in Mumbai, India.

Larsen & Toubro Ltd.

Bearish Sentiment

As the markets prepare for a fresh Samvat year, Asit C Mehta Investment Intermediates (ACMIIL) has unveiled its Diwali Portfolio Top Picks 2025, highlighting stocks poised for long-term growth across infrastructure, logistics, manufacturing, and healthcare.Titagarh Rail Systems: Brokerage recommendation – ‘accumulate’. Target price of ₹1,072 represents a 21% upside.&nbsp;Titagarh is set to benefit from sustained rail modernization and freight corridor expansion. Its 12,000-wagon annual capacity and integrated foundry enhance scalability, while a strong ₹26,000 crore order book ensures visibility. With rising investments in passenger rolling stock like Vande Bharat and Amrit Bharat trains, the company is well-positioned for double-digit earnings growth.Lemon Tree Hotels:&nbsp;Brokerage recommendation – ‘accumulate’. Target price of ₹1,072 represents a 30% upside.&nbsp;Lemon Tree operates over 212 properties with a strong asset-light model through its Carnation Hotels arm. Focused on premiumization, deleveraging, and efficiency, it has achieved industry-leading 49% EBITDA margins. Backed by rising domestic travel and tourism-led demand, the company is executing its&nbsp;Lemon Tree 2.0 strategy aimed at faster expansion and debt reduction.Adani Ports &amp; SEZ:&nbsp;Brokerage recommendation – ‘accumulate’. Target price of ₹1,591 represents an 8.6% upside.&nbsp;Adani Ports offers integrated logistics across ports, rail, and SEZs. Its pan-India presence and expanding global footprint in Israel, Sri Lanka, and Tanzania underpin diversification. Supported by government initiatives like Sagarmala and Gati Shakti, the company is positioned well for volume growth and cost efficiency.Power Mech Projects:&nbsp;Brokerage recommendation – ‘accumulate’. Target price of ₹4,099 represents a 50.5% upside.&nbsp;Power Mech holds a strong ₹53,994 crore order backlog, offering multi-year revenue visibility. Its businesses provide recurring, high-margin income, complemented by a ₹500 crore FY26 capex plan to expand operations. The company is also tapping renewable and infrastructure opportunities under India’s ₹112 lakh crore National Infrastructure Pipeline.Gravita India:&nbsp;Brokerage recommendation – ‘accumulate’. Target price of ₹2,385 represents a 52% upside.Gravita is expanding its recycling capacity to 7.3 lakh tonnes by FY28, driven by strong demand for recycled lead, aluminium, and plastics. With operations across nine countries, the firm benefits from stringent EPR norms and growing sustainability mandates. Its move into lithium-ion and rubber recycling adds new revenue levers.Larsen &amp; Toubro:&nbsp;Brokerage recommendation – ‘accumulate’. Target price of ₹4,565 represents a 18% upside.&nbsp;L&amp;T remains India’s engineering powerhouse with a robust order book exceeding three times annual revenue. Its presence across infrastructure, energy, and digital solutions ensures diversified growth. L&amp;T’s expansion into data centers and semiconductors marks a strategic shift toward future-ready sectors.Polycab India:&nbsp;Brokerage recommendation – ‘accumulate’. Target price of ₹8,440 represents a 10% upside.&nbsp;Polycab, India’s largest wires and cables maker, is leveraging government infrastructure push and housing demand. Its&nbsp;Project Spring targets accelerated growth in both W&amp;C and FMEG segments, supported by a ₹6,000 - ₹8,000 crore capex plan. International traction and brand-led domestic expansion should sustain momentum.J Kumar Infraprojects:&nbsp;Brokerage recommendation – ‘accumulate’. Target price of ₹950 represents a 52% upside.&nbsp;JKIL’s strong execution in metro and tunneling projects, coupled with India’s growing urban infrastructure spend, ensures visibility. It remains a key beneficiary of metro expansions across Mumbai, Delhi, and Chennai.Cipla:&nbsp;Brokerage recommendation – ‘accumulate’. Target price of ₹1,808 represents a 10% upside.&nbsp;Cipla’s innovation pipeline in biosimilars, complex injectables, and specialty drugs supports global expansion across the U.S., South Africa, and emerging markets.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	35.78	--	--	N/A
Q1 '26	30.34	29.96	-1.25%	MISSED
Q4 '25	39.60	38.70	-2.28%	MISSED
Q3 '25	31.45	23.36	-25.71%	MISSED
Q2 '25	28.44	28.53	0.31%	BEAT

Feed

News

Sentiment

Earnings

Fundamentals

Info

LT.NSE Earnings

Latest Earnings Results: Q2 '26

Historical Earnings