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Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is caught up in election-related volatility, with traders linking the selloff to projected Democratic gains and speculating that tighter AI or data-center rules could pressure technology stocks. Others argue the outcome was already expected, the policy fears are overstated, and the decline may be a buying opportunity.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Projected Democratic gains in the midterms and the prospect of a congressional sweep dominate discussion, with traders treating the results as a political setback for Trump and a bearish catalyst for his media company. The reaction is largely negative, though some supporters argue midterm losses are routine and contest the sweep narrative.

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 stronger-than-expected results and upbeat outlook, driven by surging AI and data-center demand, are the main focus. Traders are weighing the growth case against concerns about valuation, cash flow, and election-related risks to data-center expansion, contributing to volatile trading and debate over whether the gains will hold.

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

Apples warning that memory costs are expected to keep rising has revived the bullish case that tight supply supports pricing for memory makers such as SanDisk. Traders remain divided after a steep selloff: bulls point to persistent AI and data-center demand, while bears see a cyclical memory downturn and question whether the rebound can hold.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

Election-related political risk dominates: traders fear Democratic gains could bring scrutiny of Musk, threaten government contracts, or complicate data-center expansion and a potential Tesla merger. Others argue those concerns are overstated and point to SpaceXs AI and Starlink prospects, while bullish buy-the-dip posts contend with bearish warnings about volatility and share supply.

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

Direxion Daily Semiconductor Bull 3X Shares

A rebound in semiconductor shares, helped by strong AMD and SMCI results, is lifting SOXL after a sharp selloff tied to election concerns about potential constraints on AI and data-center growth. Traders remain divided between buying the dip on confidence in chip demand and fearing further downside amid political uncertainty and volatility in the leveraged ETF.

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

Volatility in AI and semiconductor stocks around the U.S. midterm results is driving the conversation: traders debated whether election uncertainty and potential AI or data-center regulation contributed to the selloff, while others saw a sector rebound supported by bargain buying and AMDs strong results. Views remain divided on whether the AI trade is recovering or still under pressure.

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

A strong quarterly earnings report and higher full-year sales outlook, driven by AI-server demand, are the main focus. Many traders see the results as bullish, but debate whether thin margins, cash-flow concerns and lingering doubts about management justify the stocks muted reaction; broader tech weakness and election-related fears are also cited as headwinds.

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 is drawing attention amid volatile trading in AI and semiconductor stocks: traders have linked recent weakness to election fears over possible data-center restrictions, while the rebound has been associated with strong AMD results and Apples warning of rising memory costs. Bulls see tight supply and AI-driven memory demand supporting the outlook; skeptics caution that the rally may fade and memory remains cyclical.

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 76,984.36452344 USD and is up -0.00 over the last 24 hours. It is currently trading on 12773 active market(s) with $23,094,171,945.49 traded over the last 24 hours. More information can be found at https://bitcoin.org/.

Bitcoin

Bitcoins pullback is drawing attention amid midterm-election uncertainty and a broader risk-off move, with many traders speculating that a Democratic sweep could weigh on crypto. Others argue politics matter little to Bitcoin and see the dip near support as a buying opportunity, leaving sentiment sharply divided.

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Morgan Stanleys role in financing AI infrastructure and securing prominent underwriting roles for major AI-company IPOs is driving discussion. Bulls view the deals as a source of capital-markets activity, while skeptics question the risks of complex financing structures and heavy AI spending.

Cathie Wood Sells $2.3 Million Of Peter Thiel-Backed Bullish Shares, Ark Adds Crypto Names Coinbase, Circle, Robinhood

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Midterms Could Set Up Another S&P 500 Rally, but Investors May Be Missing the Bigger Opportunity  Strategist Sees Stock Market Correction Nearing Its End as Breadth Improves

Morgan Stanley sees midterms as a 'clearing event' for the S&P 500, with improving market breadth signaling the correction may be ending.read more...

Is Trending Stock Morgan Stanley (MS) a Buy Now?

Morgan Stanley (MS) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Brent January Futs Hit New Highs As Oil Market Braces For Post-Midterm Gulf Escalation

Brent January Futs Hit New Highs As Oil Market Braces For Post-Midterm Gulf Escalation

 Brent crude futures tagged $118 a barrel early Friday, touching a six-month high as more attacks on commercial vessels in the Strait of Hormuz and on Saudi energy assets raised concerns about a...

Raymond James Q4 Earnings Beat Estimates, Revenues Rise Y/Y

RJF beats Q4 earnings and revenue estimates as record revenues, robust asset management growth and rising client assets drive performance despite higher costs.

Jed Finn to Speak at the BMO Financials Conference

Jed Finn, Head of Wealth Management at Morgan Stanley, will speak at the BMO Financials Conference on November 9, 2026, at 2:00 p.m. (ET). Both live and on-demand versions of the webcast will be available on www.morganstanley.com in the Investor Relations section. Morgan Stanley (NYSE: MS) is a...

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Palantir Technologies and Yum! Brands have been highlighted as Zacks Bull and Bear of the Day

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Can AI Adoption Sustain Morgan Stanley's Wealth Management Growth?

MS' AI adoption is boosting advisor efficiency as Wealth Management revenues hit record highs, but can it sustain asset inflows and margin growth?

Verizon Analysts Cut Their Forecasts Following Q3 Earnings

Verizon beats Q3 EPS estimates but misses sales, raises FY2026 EPS guidance; Morgan Stanley and Barclays cut price targets.read more...

• Reported GAAP EPS of $3.03 up 8.21% YoY
• Reported revenue of $20.34B up 13.14% YoY

Morgan Stanley Fixed Income revenues decreased 7% amid lower securitized-products and commodities performance; Investment Management revenues decreased with carried-interest reversals; credit-loss provisions and non-compensation expenses increased.

Morgan Stanley's Equity revenues increased 41% on client engagement and strength in Asia; Wealth Management reported record revenues and $232B of net new assets; Morgan Stanley repurchased $1.5B of shares.

Morgan Stanley operates as a global financial services company. The firm provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors. The Wealth Management segment offers brokerage and investment advisory services covering various types of investments, including equities, options, futures, foreign currencies, precious metals, fixed-income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. The Investment Management segment provides equity, fixed income, alternative investments, real estate, and merchant banking strategies. The company was founded by Harold Stanley and Henry S. Morgan in 1924 and is headquartered in New York, NY.

Morgan Stanley

Broadcom Partners With Wall Street Bigwigs To Forge $63B Deal To Power Anthropic’s AI Hardware 

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Bearish Sentiment

<ul class="summary-bullets"><li>A syndicate of premier financial institutions created a dedicated special purpose vehicle (SPV) to buy Broadcom custom AI processors and networking gear, which will be leased directly to Anthropic.&nbsp;</li><li>Bank of America, Citigroup, and Morgan Stanley are arranging the first-lien senior debt; Blackstone is providing the second-lien financing.</li><li>Shipments of the Broadcom XPU AI accelerators and networking equipment are expected to start in calendar year 2027 under a previously announced compute capacity agreement.&nbsp;</li></ul>A consortium of major Wall Street financial institutions and chipmaker Broadcom Inc. (AVGO) announced a landmark $63 billion financing arrangement Monday to supply hardware to artificial intelligence startup Anthropic.The agreement brings together Bank of America Corp.(BAC), Blackstone Inc.(BX), Citigroup&nbsp; Inc.(C), and Morgan Stanley (MS) to fund the capital-heavy hardware essential for training and running next-generation artificial intelligence models.Under the terms of the deal, the consortium formed a special purpose vehicle (SPV), which will use the capital to purchase Broadcom's specialized XPU AI accelerators and high-speed networking solutions. The hardware will then be leased to Anthropic, with deliveries slated to commence in calendar year 2027.<a class="mention" data-mention="$AVGO" data-symbol-id="AVGO" href="https://stocktwits.com/symbol/AVGO" target="_blank">AVGO stock</a> added about 1.3% after-hours on Monday.&nbsp;<h2 class="st-heading-2">Who Is Paying?</h2>The transaction uses a layered credit structure to balance risk and scale. Bank of America, Citi, and Morgan Stanley are serving as lead arrangers for the first lien portion of the debt. Alternative asset manager Blackstone is acting as the sole provider for the committed second lien portion.The primary claim, or first lien, takes precedence over the second lien during asset liquidation, ensuring initial debts are fully settled."Financing AI demands capital solutions at unprecedented scale," said Vis Raghavan, head of banking and executive vice chair at Citi, highlighting the unprecedented financial requirements of current technology developments.<h2 class="st-heading-2">Scaling Infrastructure Amid Rising Demand</h2>The agreement underscores the massive capital outlay required to build out global AI computing infrastructure. As software developers seek greater computing capacity, chip suppliers and cloud operators are increasingly turning to Wall Street to fund server and hardware acquisitions.Broadcom’s initiative reflects growing momentum among semiconductor producers to challenge industry leader Nvidia Corp (NVDA), which also made similar arrangements earlier this year."Fundamentally, the need for AI compute continues to grow at an extraordinary pace," Broadcom President and Chief Executive Officer Hock Tan said in a statement. "This validates that there is capital available to finance such growth and that Broadcom is uniquely positioned to enable it."<h2 class="st-heading-2">AVGO Stock: Retail View&nbsp;</h2>Retail sentiment on Stocktwits was ‘bearish’ with ‘normal’ message volumes.&nbsp;AVGO stock has lost about 6% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A sign is posted in front of a Broadcom office on December 12, 2024 in San Jose, California. (Photo by Justin Sullivan/Getty Images)

A consortium of major Wall Street financial institutions and chipmaker Broadcom Inc. (AVGO) announced a landmark $63 billion financing arrangement Monday to supply hardware to artificial intelligence startup Anthropic.

Broadcom Partners With Wall Street Bigwigs To Forge $63B Deal To Power Anthropic’s AI Hardware

Bank of America, Blackstone, Citigroup, and Morgan Stanley have arranged a record $63 billion specialized financing package with Broadcom.


Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '26	$2.97	--	--	N/A
Q3 '26	$2.93	$3.03	3.51%	BEAT
Q2 '26	$2.93	$3.46	17.96%	BEAT
Q1 '26	$3.02	$3.43	13.46%	BEAT
Q4 '25	$2.43	$2.68	10.39%	BEAT

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