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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.

Political uncertainty ahead of the midterm elections and debate over the Iran conflict dominate discussion, with traders linking war and cost-of-living concerns to market pressure and DJTs decline. Bearish views prevail, though some speculate a peace deal or Republican win could improve sentiment.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as traders react to Iran-related tensions and reported threats to oil shipments through the Strait of Hormuz, which have fueled concerns about supply disruptions and supported crude prices. Bulls see further risk from possible escalation and depleted reserves, while bears expect a sharp pullback if negotiations produce a deal or tensions ease.

AbCellera Biologics, Inc. engages in the development of therapeutic antibodies. It offers antibody discovery platform that searches, decodes and analyzes natural immune systems to find antibodies that can be developed to prevent and treat disease. The company was founded by Carl Lars G. Hensen, Kathleen Lisaingo, Kevin Heyries, Véronique Lecault and Daniel Da Costa on November 8, 2012 and is headquartered in Vancouver, Canada.

AbCellera Biologics Inc

Attention centers on ABCL635, AbCelleras antibody for menopausal hot flashes: traders are discussing its positive Phase 2 results and additional conference data while watching for longer-term durability results and clarity on a Phase 3 path. Bulls view the program as validation of AbCelleras pipeline, while skeptics say the latest presentation added little beyond known results and want more concrete clinical updates.

Select Sector SPDR Trust (The) - State Street Energy Select Sector SPDR ETF

Energy Select Sector SPDR Fund

Traders are focused on the Iran conflict, Strait of Hormuz shipping risks and reported attacks on energy infrastructure, with concerns about disrupted oil and fuel supply supporting interest in energy stocks. The community is split between those expecting further gains if tensions persist and those warning that diplomacy, easing supply fears or profit-taking could reverse the rally.

ProShares Trust II - ProShares Ultra Bloomberg Crude Oil 2x Shares

ProShares Ultra Bloomberg Crude Oil

Hopes for U.S.-Iran de-escalation are weighing on crude prices and UCO, while persistent concerns about Strait of Hormuz disruptions and constrained supply keep some traders bullish. The community is debating whether diplomacy will ease the oil-risk premium or whether renewed conflict will sustain sharp swings.

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

Reports of advanced talks to acquire Lumentum have driven attention, with traders worried the large deal could require substantial share dilution or debt and weigh on Marvell. Some see strategic value in combining Marvells AI networking chips with Lumentums optical technology, but the talks remain unconfirmed and the market reaction has been sharply negative.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Metas negative S&P outlook, tied to heavy AI infrastructure spending and uncertainty about free cash flow, is driving concern alongside fears that planned stock sales could dilute shareholders. Traders debate whether strong advertising growth and potential AI monetization can justify the investment, with some viewing the selloff as a buying opportunity.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantirs upcoming Q3 report is the dominant focus, with traders debating whether strong results and raised guidance can clear an already high bar as AI stocks face a broader pullback. Bulls expect continued growth, while skeptics warn that a beat may not prevent selling given the stocks lofty valuation and risk-off sentiment.

ProShares Trust II - ProShares Ultra Bloomberg Natural Gas 2x Shares

ProShares Ultra Bloomberg Natural Gas

BOIL is drawing attention as natural-gas weakness and repeated lows collide with hopes for a winter-weather rebound. Traders disagree over whether colder forecasts and tighter storage could spark a bounce, while others point to mild-weather expectations, ample supply, and the ETFs leverage and futures-roll decay as risks.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

A breakout to a 52-week high has fueled buyout speculationoften centered on Sanofiand hopes for a short squeeze, with traders also pointing to heavy call-option activity. BRIUMVIs commercial growth and forthcoming earnings and subcutaneous data add to the optimism, while some traders doubt a deal is imminent and see the rally as momentum ahead of results.

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Top Research Reports for Welltower, T-Mobile & Starbucks

Welltower benefits from senior housing demand, T-Mobile's strong results support growth, and Starbucks' customer gains drive its recovery prospects.

Should Investors Buy Seagate's Shares After Q1 Earnings Momentum?

STX's record results, rising AI-driven storage demand, expanding margins and debt reduction strengthen its growth outlook, but does its valuation leave room for further upside?

Quantum vs. NetApp: Which Data Storage Stock is the Better Buy?

QMCO and NTAP are riding rising AI and cloud storage demand, but contrasting growth trends, profitability and valuations raise a key question: Which one to buy?

Investors Heavily Search NetApp, Inc. (NTAP): Here is What You Need to Know

Recently, Zacks.com users have been paying close attention to NetApp (NTAP). This makes it worthwhile to examine what the stock has in store.

NetApp (NTAP) Exceeds Market Returns: Some Facts to Consider

In the most recent trading session, NetApp (NTAP) closed at $227.7, indicating a +2.53% shift from the previous trading day.

NetApp Pricing Gains: Can Higher Prices Support Revenue Growth?

NTAP's improved pricing and robust AI-driven demand fueled 30% revenue growth in fiscal Q1, prompting a higher annual outlook despite rising component costs.

Can Quantum Corporation Sustain Cash Flow Amid Supply Shortages?

QMCO generated positive operating cash flow in fiscal Q1 2027, backed by rising revenues and improved liquidity, but supply shortages remain a key hurdle.

Should You Buy, Hold or Sell Western Digital Stock After Q1 Earnings?

WDC's strong fiscal Q1 results, AI-driven storage demand and rising earnings estimates fuel its growth outlook, but valuation and execution risks persist.

How to Find Strong Buy Computer and Technology Stocks Using the Zacks Rank

The Zacks Rank offers investors a way to easily find top-rated stocks and build a winning investment portfolio. Here's why you should take advantage.

NetApp vs. IBM: Which Enterprise Storage Stock is the Better Buy?

NTAP and IBM are riding AI-driven enterprise storage demand, but differences in growth, valuation and earnings estimates could make one stock a better buy.

NetApp, Inc. engages in the provision of software, systems, and services to manage and share data on-premises. The firm also offers private and public clouds worldwide. It operates through the Hybrid Cloud and Public Cloud segments. The Hybrid Cloud segment provides a data storage portfolio for storage management and infrastructure solutions. The Public Cloud segment refers to a portfolio of products delivered primarily as-a-service. The company was founded by David Hitz, James K. Lau, and Michael Malcolm in April 1992 and is headquartered in San Jose, CA.

Netapp Inc

HPE, DELL, NTAP Stocks Downgraded, Barclays Sees No ‘Meaningful AI Inflection’ 

Equity

Bearish Sentiment

<ul class="summary-bullets"><li>Analyst Tim Long cut his price target on HPE to $77 from $83 and on Dell to $574 from $603, while maintaining his $219 target on NetApp.</li><li>Barclays said it was taking a more cautious approach to IT hardware stocks tied to enterprise spending.</li><li>It noted that higher commodity costs have supported revenue but a meaningful AI-driven growth inflection has yet to emerge.</li></ul>Dell Technologies (DELL), Hewlett Packard Enterprise Co. (HPE) and NetApp (NTAP) stocks fell in pre-market trade on Wednesday after being downgraded by Barclays on valuation concerns and lack of meaningful artificial intelligence (AI) driven growth.Analyst Tim Long lowered Barclays’ rating on all three to ‘Equal Weight’ from ‘Overweight’. He cut the price target on HPE to $77 from $83 and on Dell to $574 from $603. Long maintained Barclays’ $219 price target on NetApp.In a note to investors cited by TheFly, Barclays said it is taking a more cautious approach on IT hardware stocks "that are more aligned with enterprise spending." It noted that while valuations have moved up significantly and commodity costs have helped revenues, "we don't see a meaningful AI inflection yet," the analyst wrote.&nbsp;<a href="https://stocktwits.com/symbol/HPE">HPE stock</a> fell nearly 4% in the pre-market trade, while&nbsp;<a href="https://stocktwits.com/symbol/NTAP">NTAP</a> and&nbsp;<a href="https://stocktwits.com/symbol/DELL">DELL</a> shares fell nearly 3%. On Stocktwits, retail sentiment around HPE and DELL continued to trend in ‘bearish’ territory over the past day. Sentiment around NTAP joined the cohort, dropping to ‘bearish’ from the ‘neutral’ zone over the past day.&nbsp;DELL stock was also among the top trending tickers on Stocktwits at the time of writing.<h2 class="st-heading-2">Barclays Targets Point To Limited Upside For HPE, Dell</h2>The downgrades come after substantial gains in all three stocks over the past year. HPE stock has climbed about 177%, while Dell stock has gained approximately 273%. NetApp shares have advanced around 101%.According to Koyfin data, HPE has a 12-month average analyst price target of $72.03, implying 4.6% upside potential from its current price of $68.81.&nbsp;Dell’s average target of $594.16 suggests 3.8% upside from $572.47. NetApp, however, trades above its average target of $211.69, implying 11.4% downside from $239.01.Barclays’ revised price targets paint a more cautious picture for HPE and Dell. Its $77 target for HPE implies 11.9% upside from Tuesday’s close, while its $574 target for Dell offers just 0.3% upside. For NetApp, Barclays’ unchanged $219 target implies 8.4% downside, less harsh than the Wall Street average.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dan-ives-says-semiconductor-sell-off-is-way-overdone-nvda-mu-skhy-sndk-stocks/cZxBWE1RBoV">Dan Ives Says Semiconductor Sell-Off Is ‘Way Overdone’ As AI Spending Fears Rattle NVDA, MU, SKHY, SNDK</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A view of the logo of the American company Dell at the Mobile World Congress 2024. (Photo by Ramon Costa/SOPA Images/LightRocket via Getty Images)

Dell Technologies (DELL), Hewlett Packard Enterprise Co. (HPE) and NetApp (NTAP) stocks fell in pre-market trade on Wednesday after being downgraded by Barclays on valuation concerns and lack of meaningful artificial intelligence (AI) driven growth.

HPE, DELL, NTAP Stocks Downgraded, Barclays Sees No ‘Meaningful AI Inflection’

Barclays downgraded Dell Technologies, Hewlett Packard Enterprise and NetApp to ‘Equal Weight’ from ‘Overweight’.


Dell Technologies Inc

Hewlett Packard Enterprise Co

Technology Select Sector SPDR Fund

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Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

Current Price	$199.18
Prev Close	$218.42
Open	$205.57
Dividend Yield	1.91%
50-Day Moving Average	$205.17
Beta	1.30
Avg. Volume	2.64M
PE Ratio	28.11

52-Week High	$240.87
52-Week Low	$93.69
Market Capitalization	$39.12B
EPS (Annual)	$6.35
Price to Book	26.11
Revenue Per Employee	$591,709.40

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