SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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

Democratic midterm gains have stoked concern that tighter AI and data-center rules could delay buildouts and weigh on demand for Nvidias chips, contributing to the semiconductor selloff and rotation into other big tech names. Traders are split between viewing the risk as overblown political noise and seeing it as a real threat to AI spending; dip buyers argue demand remains intact.

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

Democratic gains in the midterms fueled concerns that tighter scrutiny could slow U.S. data-center construction, weighing on Micron and other AI-linked chip stocks. Traders are divided over whether this threatens future memory demand or is an overreaction, with bulls arguing AI investment will continue and bears warning that a slower buildout could pressure growth.

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 and slow U.S. AI data-center construction are weighing on Sandisk and other memory and semiconductor stocks. Traders debate whether the sharp selloff reflects real risk to AI infrastructure demand or an overreaction, with bearish selling and dip-buying based on strong fundamentals both prominent.

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 under pressure alongside AI infrastructure and neocloud stocks as traders worry Democratic election gains could slow U.S. data-center expansion and create permitting risks. Bulls argue Nebiuss global footprint and limited Texas exposure make the selloff an overreaction, while bears remain concerned about sector-wide regulation, financing and execution risks.

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

Super Micros earnings beat and raised outlook have been followed by a sharp selloff, prompting debate over whether growth can offset margin pressure and reliance on one large, unidentified customer that traders speculate may be SpaceX. Some traders view the decline as disconnected from the results, while others point to customer concentration and election-related uncertainty around AI data-center expansion.

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 proposed all-stock acquisition of Lumentum is a major focus, with traders criticizing potential dilution, the price and long approval timeline as overhangs on the shares; others see strategic value in combining chips and optical technology for AI data centers. The steep decline is also being discussed alongside broader semiconductor weakness and concerns that political resistance could slow data-center expansion.

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 strong quarterly results and upbeat outlook sparked a post-earnings rally, but shares gave back much of the move, prompting debate over valuation and whether the results justify further gains. Traders also cite election-related concerns about possible data-center restrictions, while bulls argue AI demand and the companys growth outlook remain intact.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snaps quarterly report has driven a sharp selloff, with traders focused on daily-user growth falling short of expectations and softer advertising trends despite improving profitability and an upbeat outlook. Bears see user and ad-growth weakness as the bigger story, while bulls point to stronger cash generation, subscriptions, and guidance as signs of progress.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovins record Q3 results, stronger-than-expected outlook, and expanded buyback have driven a sharp rally, with traders also pointing to improving performance from its AI advertising models. Bulls see the report as a potential recovery after a steep decline, while others warn the surge could fade and question the valuation and outlooks durability.

e.l.f. Beauty, Inc. is a holding company, which engages in the provision of inclusive, accessible, clean, vegan and cruelty free cosmetics and skin care products. The company focuses on the e-commerce, national retailers and international business channels. Its brands include elf, elf skin, naturium, well people, and keys soulcare. The company was founded in 2004 and is headquartered in Oakland, CA.

e.l.f. Beauty Inc

e.l.f. Beauty is drawing attention after a strong fiscal second-quarter earnings beat and raised full-year guidance, with traders focused on continued sales growth and expansion of the rhode brand. The reaction is largely bullish, though some question how much growth reflects acquisitions or tariff-related benefits and are taking profits after the rally.

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

Lockheed Martin, RTX, Northrop Stocks Fall After Democratic Midterm Sweep Raises Questions Over Trump's Defense Spending Plan

Defense stocks Northrop Grumman, RTX, Lockheed Martin and General Dynamics fall as Democratic midterm wins stoked funding concernsread more...

Redwire Corp. to Post Q3 Earnings: What's in the Cards?

RDW's Q3 2026 sales are expected to rise 21.5% on strong space and defense demand, but higher R&D spending and inventory needs may pressure profitability.

HWM Q3 Earnings Beat Estimates on Aerospace, Gas Turbine Growth

Howmet Aerospace's Q3 earnings surge 54% as aerospace and gas turbine demand fueled growth, margins expanded and the company raised 2026 guidance.

General Dynamics' Q3 Earnings Surpass Estimates, Revenues Improve Y/Y

GD's third-quarter 2026 earnings and revenues beat estimates, driven by growth across all four segments and a doubling of its backlog.

L3Harris Beats Q3 Earnings Estimates, Raises 2026 Revenue View

LHX beats Q3 2026 earnings and revenue estimates, driven by broad-based growth, and raises its full-year revenue outlook amid stronger cash flow.

HII Q3 Earnings Surpass Estimates, Revenues Increase Y/Y

Huntington Ingalls' Q3 2026 earnings jump 48.9% as revenues rise 10.8%, driven by higher shipbuilding volumes, strong contract awards and improved operational performance.

Textron Q3 Earnings Outpace Estimates, Revenues Increase Y/Y

TXT beat Q3 earnings estimates by 23.1% as aviation revenue surged on higher Citation jet deliveries, prompting the company to raise its 2026 earnings outlook.

Here's Why Northrop Grumman (NOC) is a Strong Value Stock

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

These 2 Aerospace Stocks Could Beat Earnings: Why They Should Be on Your Radar

Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.

Boeing's Q3 Loss Wider Than Expected, Revenues Increase Y/Y

BA's Q3 2026 revenues rise 3.9% as defense and services growth offsets commercial aircraft weakness, while its backlog climbs to $745.43 billion.

• Reported GAAP EPS of $7.89 up 2.87% YoY
• Reported revenue of $11.12B up 6.71% YoY
• Northrop Grumman raised 2026 guidance, listing sales of $43.75B, segment operating income of $4.94B, MTM-adjusted EPS of $29.35  $29.75, and adjusted free cash flow of $3.1B.

Northrop Grumman's operating margin rate fell to 11.4% from 11.9%, and Defense Systems' margin fell to 10.8% from 11.4% with more cost-type content; Northrop Grumman lists U.S. government dependence as a risk.

Northrop Grumman recorded $16.4B in net awards and $109.6B backlog; Sentinel continued to ramp as Defense Systems sales increased 12%, and Aeronautics Systems operating income rose 24%. 

Northrop Grumman Corp. engages in the provision of advanced aircraft systems. It operates through the following segments: Aeronautics Systems, Defense Systems, Mission Systems, and Space Systems. The Aeronautics Systems segment is involved in the design, development, production, integration, sustainment, and modernization of advanced aircraft systems for the U.S. Air Force, the U.S. Navy, other U.S. government agencies, and international customers. The Defense Systems segment includes integrated battle management systems, weapons systems and aircraft, and mission systems sustainment and modernization. The Mission Systems segment offers advanced mission solutions and multifunction systems, primarily for the U.S. defense and intelligence community, and international customers. The Space Systems segment delivers end-to-end mission solutions through the design, development, integration, production and operation of space, missile defense, launch and strategic missile systems for national security, civil government, commercial, and international customers. The company was founded by John K. Northrop, Thomas V. Jones, and Kent Kresa in 1939 and is headquartered in Falls Church, VA.

Northrop Grumman Corp.

NOC Stock: These Two Catalysts Drove Baird’s Upgrade On Northrop Grumman 

Equity

Bearish Sentiment

<ul class="summary-bullets"><li>Baird upgraded NOC to an ‘Outperform’ rating from ‘Neutral’.</li><li>The firm said Northrop Grumman’s backlog provides revenue visibility more than twice annual revenue, supporting multi-year growth targets through 2028.</li><li>Koyfin data shows that 14 of the 26 analysts covering NOC rate it a ‘Buy’ or ‘Strong Buy’, while 11 recommend ‘Hold’.</li></ul>Northrop Grumman Corp. (NOC) shares drew investor attention on Wednesday after Baird upgraded the stock to an ‘Outperform’ rating from a ‘Neutral’ rating following the company’s third-quarter(Q3) earnings report on Tuesday.According to The Fly, Baird raised its price target to $675 from $550, citing the defense contractor’s Q3 ‘beat and raise’ results and management’s positive commentary on long-term growth in 2027 and 2028.<a href="https://stocktwits.com/symbol/NOC">NOC shares</a> traded marginally higher in premarket trading on Wednesday, while the stock has gained more than 9% over the past week.According to Koyfin data, 14 of the 26 analysts covering NOC rate the stock a ‘Buy’ or ‘Strong Buy’, while 11 recommend ‘Hold’.<h2 class="st-heading-2">Baird Sees Favorable Risk/Reward In Northrop Grumman</h2>According to The Fly, Baird said Northrop Grumman’s record backlog provides visibility exceeding two times annual revenue, giving management confidence to provide multi-year revenue growth targets through 2028.Baird said it sees a favorable risk/reward profile for the stock at current share levels.According to a report published by Investing.com, Baird said cost assumptions for Northrop Grumman’s franchise programs appeared unchanged, with no meaningful estimated costs at completion reported.The firm also said a large charge related to the B-21 program appeared less likely in the coming quarters, the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.investing.com/news/analyst-ratings/baird-upgrades-northrop-grumman-stock-rating-on-strong-results-93CH-4961691?utm">report</a> added.<h2 class="st-heading-2">Northrop Grumman’s Q3 Highlights</h2>Northrop Grumman&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/noc-stock-eyes-third-green-week-northrop-grumman-ceo-sees-strong-demand-across-defense-and-space-as-backlog-surges-to-110-b/cZxtrnDRBHA">reported</a> third-quarter (Q3) revenue of $11.1 billion, a 7% increase from a year earlier, while diluted earnings per share (EPS) came in at $7.89, up from $7.67. Revenue matched Fiscal.ai estimates, while earnings exceeded the $7.18 consensus estimate.The company also raised its 2026 segment operating income guidance to $4.94 billion–$5.04 billion from $4.85 billion–$5 billion and increased its mark-to-market-adjusted EPS outlook to $29.35-$29.75 from $28.60-$29.10.During the third quarter, Northrop Grumman completed the first full vertical assembly of an inert Sentinel missile at Vandenberg Space Force Base and received U.S. Air Force approval on Sentinel design maturity for first flight to proceed in 2027.Looking ahead, Northrop Grumman projects sales growth of 5%–7% in 2027, with higher sales expected across all four business segments, CFO John Greene said during the earnings call.<h2 class="st-heading-2">How Retail Views NOC</h2>On Stocktwits, retail sentiment toward NOC shifted to ‘extremely bullish’ from ‘bullish’ over the past 24 hours, while message volume remained ‘High’.NOC shares have dropped over 7% year-to-date.Also read: &nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-urges-data-center-companies-to-pay-communities-a-dividend-says-make-deals-and-get-them-built/cZxtzEHRBvc">Trump Urges Data Center Companies To Pay Communities A ‘Dividend’ — Says ‘Make Deals, And Get Them Built’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Northrop Grumman logo is displayed on the screen of a smart tablet. (Photo Illustration by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

Northrop Grumman Corp. (NOC) shares drew investor attention on Wednesday after Baird upgraded the stock to an ‘Outperform’ rating from a ‘Neutral’ rating following the company’s third-quarter(Q3) earnings report on Tuesday.

NOC Stock: These Two Catalysts Drove Baird’s Upgrade On Northrop Grumman

According to The Fly, Baird raised its price target on Northrop Grumman to $675 from $550, citing its Q3 ‘beat and raise’ results and management’s long-term growth outlook for 2027 and 2028.


Track NOC stock price, charts, news and real-time market activity on Stocktwits. Join the NOC message board to follow investor discussions, retail trader sentiment, bullish and bearish signals around Northrop Grumman Corp stock.

Current Price	$525.35
Prev Close	$550.30
Open	$530.00
Dividend Yield	1.58%
50-Day Moving Average	$520.10
Beta	0.04
Avg. Volume	1.1M
PE Ratio	16.54

52-Week High	$774.00
52-Week Low	$470.06
Market Capitalization	$78.18B
EPS (Annual)	$29.08
Price to Book	3.99
Revenue Per Employee	$441,621.05

Feed

News

Sentiment

Earnings

Fundamentals

Info

NOC Fundamentals