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SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Labs announcement that Neutrons first launch is pushed into 2027 after a manufacturing issue prompted a sharp selloff and dominated discussion. Traders are split between viewing the delay as a blow to near-term execution and valuation, and seeing it as a prudent step that preserves the long-term case for the rocket.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

Gartners warning that AI infrastructure spending may outpace revenue and that many neocloud providers may not remain independent has intensified concerns about CoreWeaves debt-funded expansion, with bond-market stress adding to the selloff. Traders are debating whether financing risks and a possible slowdown in AI demand outweigh the companys large backlog and continued need for computing capacity.

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 selling off with other neocloud and AI data-center stocks as traders react to Gartners warning about the sectors spending and survival prospects, with inflation and financing-cost concerns adding pressure. The community is split between fears that the AI infrastructure boom is overextended and dip-buying optimism; speculation about an Anthropic contract is a hopeful counterpoint, but it remains unconfirmed.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is under pressure amid a tech-led selloff, with traders linking the move to hotter-than-expected inflation and renewed rate-hike concerns, as well as worries about AI infrastructure debt and semiconductor weakness. The community is divided between seeing the drop as the start of a deeper correction and expecting an oversold bounce.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

FDA expanded Anktivas approval with BCG to cover BCG-unresponsive, high-grade papillary-only non-muscle-invasive bladder cancer, broadening its eligible patient population. Traders largely view the label expansion as a meaningful commercial and regulatory positive, though many are frustrated by the muted share-price response and debate whether the news was already priced in or is being pressured by short sellers.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following segments: Walmart U.S., Walmart International, and Sam's Club U.S. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club U.S. segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is drawing attention as traders rotate into defensive consumer-staples stocks amid broader market weakness and inflation concerns, with its relative strength seen as a safe-haven trade. Bulls welcome the momentum and steady-demand narrative, while skeptics question the valuation and warn the move could fade.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as smartphones, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

TSMCs quarterly earnings and outlook for AI-chip demand are driving attention, with traders weighing strong revenue growth against the broader semiconductor selloff and focusing on margins, guidance, and whether good results are already priced in. Bullish traders see the report as a possible boost for chip stocks, while skeptics expect a muted or negative sell-the-news reaction.

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

A broad selloff, which traders largely attribute to hotter-than-expected inflation and renewed concerns about Fed rate hikes, is driving SPY discussion. Bears point to elevated yields and weakness in tech and AI-related stocks as signs of deeper market stress, while others view the decline as an oversold pullback that could rebound.

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 under pressure amid a broader memory-chip selloff, with traders focused on concerns that Chinese maker CXMT could add competition and supply, alongside worries about memory-cycle risks and the sustainability of AI spending. The community is divided: bearish traders see the competitive threat and sector weakness as reasons for further declines, while bulls argue CXMTs DRAM plans do not directly undermine SanDisks NAND business and that AI-driven storage demand remains supportive.

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. 

Nebius is falling with other neocloud and AI-infrastructure stocks after Gartner warned that more than 80% of independent neocloud providers could cease operating independently by 2030, stoking concerns that AI spending may not generate enough revenue to justify heavy investment. Traders are debating whether financing costs and sector risks threaten the business model or whether the selloff is an overreaction, with some continuing to buy the dip on expectations of sustained AI-compute demand.

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Morgan Stanley is drawing attention after reporting quarterly results above expectations, led by strong equity trading and solid wealth-management performance. Traders are debating the muted-to-negative share reaction, weighing those strengths against weaker fixed-income trading, higher costs, and broader inflation concerns weighing on financial stocks.

If You Invested $100 In Morgan Stanley Stock 10 Years Ago, You Would Have This Much Today

Morgan Stanley (NYSE:MS) has outperformed the market over the past 10 years by 5.17% on an annualized basis producing an average annual return of 18.83%. Currently, Morgan Stanley has a market capitalization of $298.44read more...

Morgan Stanley CEO: 'I'm cautiously optimistic about the fourth quarter'

Morgan Stanley CEO: 'I'm cautiously optimistic about the fourth quarter...

Morgan Stanley (MS) Q3 2026 Earnings Call Transcript

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Image source: The Mo...

Morgan Stanley CEO Ted Pick: 'I'm cautiously optimistic about the fourth quarter'

Morgan Stanley CEO Ted Pick: 'I'm cautiously optimistic about the fourth quarter...

Should You Buy, Hold or Sell Goldman Stock Post Impressive Q3 Results?

GS' Q3 earnings rise 39% y/y as trading and investment banking fuel growth. Discover whether investors should hold GS or wait for a better entry point.

MS Q3 Earnings Beat Estimates on Equity Trading and Wealth Growth

Morgan Stanley's Q3 2026 earnings beat estimates as surging equity trading revenues and record wealth management revenues offset rising costs.

Morgan Stanley’s Q3 Report Beats Estimates As Equity Revenue Jumps 41% 

Equity

Morgan Stanley reported an 11.6% year-over-year increase in Q3 revenue to $20.338 billion, beating Fiscal AI’s estimate of $20.1096 billion.


Morgan Stanley Cashes In on IPO Boom, Rakes in $232 Billion in New Assets

Morgan Stanley Q3 2026 earnings beat estimates with $20.34B in revenue, led by record Wealth Management and 41% surge in equity revenue.read more...

Morgan Stanley Profit Climbs on Equity Trading, Wealth Management

Morgan Stanley Profit Climbs on Equity Trading, Wealth Management...

CPI Jumps Back to Spring Levels, Pre-Markets Fall

Month-over-month headline CPI was in-line with expectations at +0.6%, but this is up notably for the past three months.

$MS Q3 &#39;26 Earnings Results &amp; Recap

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

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Morgan Stanley

 Q3 '26 Earnings Results & Recap

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

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Stocktwits Earnings

• 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.

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Hotter than expected

As expected

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The September Producer Price Index report lands Thursday, October 15 at 8:30 AM ET, one day after CPI, with August’s reading at 5.4% year over year, as investors look for clues on inflation before the Fed’s October 27-28 meeting. How will the September PPI print compare to consensus expectations? Vote and explain your reasoning in the comments.

How will the September PPI print compare to consensus expectations?

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