SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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

Record third-quarter results, stronger-than-expected fourth-quarter guidance, and confidence in AppLovins AI-driven advertising business have driven a sharp rally, with traders also pointing to expanded share repurchases. Bulls welcome the earnings rebound and see further upside, while others are taking profits and questioning whether the growth and rally can be sustained.

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

Microns sharp selloff is being tied to fears that Democratic victories and calls for tighter AI regulation could slow data-center expansion, weakening expected demand for AI-related chips and memory. Traders are split between viewing the drop as an overreaction because AI and memory demand remain strong and worrying that a data-center slowdown, cyclical pricing, or new supply could pressure the sector.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomms quarterly results and outlook sparked debate: modest beats and stronger auto, IoT and data-center prospects were weighed against a sharp handset decline, rising chip costs and a softer profit outlook, which traders cited in explaining the post-market selloff. Bulls also pointed to the SpaceX/Starlink 5G partnership as a diversification opportunity, while skeptics questioned whether newer businesses can offset phone weakness.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm shares are under pressure after results beat expectations, as traders focus on slower royalty growth and a Q3 outlook seen as only modestly above consensus, with broader weakness in chip and AI stocks adding to the move. Bulls point to licensing strength, data-center demand and the AGI CPU opportunity, while bears argue that recurring royalty growth and Arms high valuation do not yet justify expectations.

ADMA Biologics, Inc. operates as a biopharmaceutical company, which is engaged in manufacturing, marketing, and developing specialty plasma-derived biologics. The firm operates through the following business segments: ADMA BioManufacturing and Plasma Collection Center. The ADMA BioManufacturing segment consists of immune globulin manufacturing and development operations. The Plasma Collection Center consists of source plasma collection facilities. The company was founded by Adam S. Grossman and Jerrold B. Grossman on June 24, 2004 and is headquartered in Ramsey, NJ.

Adma Biologics Inc

ADMA is drawing attention after a strong Q3 report, driven by ASCENIV growth and improved earnings outlooks; traders reacted positively and discussed analyst upgrades and possible short-covering, while the stocks volatility and ongoing securities litigation remain points of debate.

Sezzle, Inc. engages in the operation of a digital payment platform that enables bank-to-bank transfer of money between consumers and businesses. The company was founded by Charlie G. Youakim, Killian Brackey and Paul V. Paradis on January 4, 2016 and is headquartered in Minneapolis, MN.

Sezzle Inc.

A strong third-quarter report, higher 2026 guidance and an upbeat initial 2027 outlook have driven SEZLs sharp advance. Bulls point to continued growth and execution, while skeptics question whether 2027 growth will slow enough to pressure the valuation; short-squeeze talk is also circulating.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

Semiconductor shares are selling off amid fears that election results and local opposition to data centers could bring tighter AI regulation, delay infrastructure projects, and weaken chip demand; worries about the sustainability and financing of AI spending are adding pressure. Traders disagree on whether the decline is an overreaction given continued AI demand and semiconductor fundamentals or the start of a deeper sector rerating.

Immix Biopharma, Inc. operates as a biopharmaceutical company that engages in the development of therapies for cancer and inflammatory diseases. The company was founded by Ilya Rachman, Sean Senn, and Vladimir Torchilin in 2012 and is headquartered in Los Angeles, CA.

Immix Biopharma Inc

ASH 2026 abstracts have drawn attention to Immixs NXC-201 CAR-T program, including an oral presentation on relapsed/refractory AL amyloidosis and reported encouraging response and safety findings. Many traders view the clinical data and presentation slot positively, while others remain skeptical about the stocks reaction and past dilution.

Bitdeer Technologies Group engages in the cryptocurrency mining industry. It generates income through its proprietary mining datacenters. The firm handles complex processes involved in computing such as equipment procurement, transport logistics, datacenter design and construction, equipment management, and daily operations. The company was founded by Wu Jihan in December 2021 and is headquartered in Singapore.

Bitdeer Technologies Group. - Ordinary Shares - Class A

Bitdeer Technologies Holding Co

Bitdeers AI/HPC expansion and Bitcoin-mining growth are drawing attention, including its newly announced Nevada facility to manufacture Sealminer hardware. Traders are split between optimism about its data-center contracts and vertical integration and concern that dilution, debt, and weak share performance are overshadowing the companys developments.

Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. The firm offers various products for application security, performance and reliability, network services, Zero Trust, developer platform, media delivery, insights, domain registration, and consumer services. It operates through the United States and Rest of the World geographical segments. The company was founded by Matthew Prince, Michelle Zatlyn, and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.

Cloudflare Inc - Ordinary Shares - Class A

Cloudflare Inc

Cloudflares upcoming quarterly report is the main focus, with traders debating whether strong growth and guidance can meet elevated expectations. High-valuation concerns and a sharp pullback have fueled bearish put positioning, while some investors view the selloff as a buying opportunity.

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

NVIDIA Corp

 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

ORCL Stock Slides To Early August Levels – $165B New Mexico Project In Focus After Company Reportedly Cites ‘Force Majeure’ 

Equity

According to a Bloomberg report, Oracle is seeking to defer certain payments if the New Mexico AI data center misses its planned 2028 launch.


Oracle Reportedly Starts Fresh Layoffs While Spending Billions On AI Infrastructure 

According to a Business Insider report, the latest job cuts are expected to begin on Monday.


ORCL Stock On Track To Erase Pre-Earnings Losses, Barclays Says Growth Has ‘Inflected’

ORCL stock saw a two-day slide ahead of its earnings amid broader market weakness. 


ORCL Stock Slips Premarket — Analysts See OpenAI-Fueled Cloud Beat As Options Traders Chase Another Big Upside Rip

Options markets imply an 11%, or nearly $18, post-earnings swing in Oracle shares, with calls trading “a lot richer than puts.” 

ORCL Stock Sees Price Target Cut Ahead Of Earnings: Analyst Says Bad News Is Priced In

Scotiabank lowered its price target on Oracle to $215 from $241 while maintaining an ‘Outperform’ rating ahead of Thursday’s earnings report.

Direxion Shares ETF Trust - Direxion Daily ORCL Bull 2X ETF

Bullish Sentiment

<ul class="summary-bullets"><li>Oracle is not seeking to exit the project, according to the report.</li><li>Project Jupiter has faced regulatory challenges involving its power and water plans.</li><li>The company has switched from a planned gas plant to Bloom Energy fuel cells and is seeking 2 gigawatts of renewable energy capacity in New Mexico.</li></ul>Oracle (ORCL) shares fell in morning trade on Thursday after the company reportedly invoked a "force majeure" clause tied to Project Jupiter, its $165 billion AI data center campus in New Mexico.According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-09-24/oracle-cites-force-majeure-to-shield-itself-on-controversial-data-center">report</a>, Oracle has sent the notice to the project’s developer, a unit of Blue Owl Capital (OWL), seeking to protect itself from payments and other costs if the facility is delayed and fails to come online in 2028 as planned.&nbsp;It added that Oracle is not seeking to exit the project, but is instead looking to defer payments tied to a facility that would not yet be operational.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260924_101111848_e8b0627438.png" alt="koyfin_20260924_101111848.png" width="2400" height="1240"><figcaption>ORCL stock price performance year-to-date on September 24 as of 9:45 a.m. ET | Source: Koyfin</figcaption></figure><a href="https://stocktwits.com/symbol/ORCL">ORCL stock</a> fell as much as 7%, hitting its lowest level since early August in intraday trade, and was among the top-trending tickers on Stocktwits at the time of writing. Retail sentiment around the firm fell to ‘bearish’ from ‘neutral’ territory over the past day.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_09_24_092701_194bea9e20.png" alt="Screenshot 2026-09-24 092701.png" width="571" height="315"><figcaption>ORCL stock retail sentiment on September 24 as of 9:45 a.m. ET | Source: Stocktwits</figcaption></figure>Stocktwits has reached out to Oracle for comment but had not received a response at the time of&nbsp;publishing.<h2 class="st-heading-2">Why Oracle Invoked Force Majeure</h2>A force-majeure clause generally covers extraordinary events outside a party’s reasonable control that can prevent or materially delay contractual performance. Depending on the contract, those events can include government action, permitting delays, legal restrictions and other disruptions.The notice gives Oracle additional protection if permitting, legal or other setbacks push the project beyond its planned 2028 launch.In this case, the force majeure notice follows months of&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/orcl-stock-drops-after-6-month-delay-to-gas-pipeline-project-supporting-new-mexico-ai-data-center/cZotDceRJKT">regulatory and community opposition</a> around Project Jupiter. Local opposition has focused heavily on the project’s water use, power infrastructure and potential air emissions.<h2 class="st-heading-2">Project Jupiter Faces More Uncertainty</h2>The project’s power and water plans have drawn challenges. Oracle previously dropped plans for a dedicated natural-gas power plant and&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/bloom-energy-stock-hits-3-year-high-on-power-supply-agreement-with-oracle-retail-speculates-more-deals-with-ai-giants/choGx7hR5vY">switched</a> to Bloom Energy (BE) fuel cells. The company is also seeking proposals for 2 gigawatts of renewable energy in New Mexico.In August, the New Mexico Supreme Court temporarily paused&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/orcl-be-stock-drops-oracle-project-jupiter-pipeline-rejection-new-mexico/cZZieMLR7uM">proceedings</a> related to the air-quality permit and a construction water authorization. Last week, the court rejected the challenges and lifted those temporary pauses, allowing the permitting processes to move forward.The air-permit process still faces uncertainty. The hearing officer overseeing the case, Max Shepherd, recused himself in August after environmental groups sought his disqualification. A replacement hearing officer will be needed for the proceeding to continue.ORCL stock has fallen almost 30% year-to-date and over 55% in the last 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ibm-joins-swift-s-17-bank-pilot-skipping-the-cloud-for-on-premises-crypto-infrastructure/cZM76n1RB9I">IBM Joins Swift's 17-Bank Pilot, Skipping The Cloud For On-Premises Crypto Infrastructure</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

2025/03/11: Entrance to Oracle's office. Oracle Corporation is a leading American multinational technology company. 

According to a Bloomberg report, Oracle is seeking to defer certain payments if the New Mexico AI data center misses its planned 2028 launch.

Feed

News

Sentiment

Fundamentals

Info

ORCU Direxion Shares ETF Trust - Direxion Daily ORCL Bull 2X ETF

Fundamentals

Latest ORCU News