SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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

Uncertainty over possible U.S.-Iran escalation and the impact of elevated oil prices is driving a volatile debate: traders cite reports of no immediate strike as a possible boost for stocks, while others warn that persistent conflict and oil-driven inflation could weigh on the market. The discussion also looks ahead to the Fed decision, major tech earnings and inflation data as potential volatility catalysts.

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

Early Phase 1 azer-cel results in progressive MS, presented alongside BRIUMVI updates at MSToronto, are the main focus: traders view the safety and disability findings as a promising potential expansion beyond BRIUMVI, while noting the small, uncontrolled study is preliminary and the share reaction has been muted. Upcoming subcutaneous BRIUMVI data and earnings are also on traders radar.

Nu Holdings Ltd. is a holding company, which engages in the provision of digital banking services. The company was founded by David Vélez Osorno, Cristina Helena Zingaretti Junqueira, and Adam Edward Wible on February 26, 2016 and is headquartered in São Paulo, Brazil.

Nu Holdings Ltd - Ordinary Shares Class A

Nu Holdings Ltd

Nu Holdings quarterly results, marked by strong revenue and profit growth and a first quarterly profit above the billion-dollar threshold, are driving attention and a bullish response, with traders citing the results and analyst optimism. Some remain cautious about rising late-stage delinquencies and the stocks history of sharp swings.

iShares Inc. - iShares MSCI Brazil ETF

iShares MSCI Brazil ETF

Brazils presidential runoff is driving EWZ discussion, with traders linking the ETFs sharp rally and bullish call positioning to expectations of a Flvio Bolsonaro victory. Views remain divided: some see further upside, while others warn that the result may be priced in and that a Lula win or contested vote could trigger volatility and a pullback.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

CEO Paul Pragers response to Elon Musks warning about unfinished data centers has focused attention on TeraWulfs powered-shell/colocation model and its claim to secure power, tenants, and financing before construction. Supporters see the larger credit facility and model as differentiators, while skeptics question financing, execution, and exposure to AI-sector risks.

Alpha Tau Medical Ltd. is a clinical-stage oncology therapeutics company, which focuses on the research, development, and commercialization of diffusing alpha-emitters radiation therapy for the treatment of cancer. The firm is involved in the clinical trials at cancer centers with indications that include skin cancer, oral cavity cancer, breast cancer, and pancreatic cancer. The company was founded by Uzi Sofer, Yona Keisari, and Itzhak Kelson in November 2015 and is headquartered in Jerusalem, Israel.

Alpha Tau Medical Ltd

ALPHA TAU MEDICAL LTD

Alpha Taus clinical pipeline milestonesparticularly the FDA-cleared expansion of its recurrent-glioblastoma REGAIN trial and upcoming data, alongside completed enrollment in the pancreatic IMPACT studyare driving attention. Traders are mostly optimistic about the upcoming readouts and recent momentum, while some focus on whether the stock can break through resistance.

MercadoLibre, Inc. engages in the development of an online commerce platform with a focus on e-commerce and related services. It operates through the following geographical segments: Brazil, Argentina, Mexico, and Other Countries. The Other Countries segment refers to Chile, Colombia, Costa Rica, Dominican Republic, Ecuador, Panama, Peru, Bolivia, Honduras, Nicaragua, El Salvador, Guatemala, Paraguay, Uruguay, and the United States of America. Its products provide a mechanism for buying, selling, and paying as well as collecting, generating leads, and comparing lists through e-commerce transactions. The company was founded by Marcos Eduardo Galperin on October 15, 1999 and is headquartered in Montevideo, Uruguay.

MercadoLibre Inc

MercadoLibres quarterly results sparked debate after strong revenue growth and earnings beats were met with a share-price selloff as investors focused on margin compression and lower profitability. Bulls view the pressure as a result of investment in logistics and fintech growth, while skeptics question when those investments will translate into stronger margins.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is drawing debate over whether support near 700 will hold after the tech pullback, with traders citing AI spending, debt and uncertain returns as risks while others look for a bounce. The discussion also reflects heightened uncertainty around oil and Iran, ahead of major tech earnings, the Fed decision and inflation data.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

A sharp gold selloff and tests of year-low support dominate the discussion, with traders questioning why the metal is falling despite its traditional safe-haven role. The community debates whether a stronger dollar, higher-rate expectations and liquidation to cover losses elsewhere are driving pressure, while some investors view the decline as a buying opportunity tied to golds longer-term hedge appeal.

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 caught in a sharp selloff across AI data-center and neocloud stocks, as traders focus on concerns about debt financing and execution, alongside Elon Musks comments about funding constraints and stranded compute. The community is split between fears that tighter capital could hinder expansion and views that IRENs power, infrastructure and contracted demand support its longer-term outlook; many also see the stock as oversold ahead of earnings.

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GraniteShares Readies to Launch 2x Short Anthropic ETF (ANS)

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GraniteShares Readies to Launch 2x Long Anthropic ETF (AIL)

Palantir Builds Out AI Ecosystem With NVIDIA, Fujitsu, Method Security

Equity

The deals build on Palantir's broader push to position Foundry, AIP and Ontology as the operating layer connecting different AI models, infrastructure and enterprise data.


Chamath Palihapitiya Sees Palantir As A Potential Winner In 3-Year Shift To Model-Agnostic AI 

Chamath Palihapitiya expects this shift to emerge as AI model costs converge, reducing the advantage of being locked into a particular model provider.


PLTR, MRCY Stocks Gain After Announcing Partnership To Automate US Defense Manufacturing 

Wall Street is expecting Palantir to report earnings per share of $0.35 on revenue of $1.8 billion in its Q2 report scheduled after the bell. 


GraniteShares Launches the First U.S.-Listed Leveraged ETFs on SK hynix

GraniteShares Launches BBUL and PUL, 2x Long ETFs on BlackBerry and Everpure

Palantir Stock Rises After-Hours: It’s Reportedly Building Software For Trump’s $185B Golden Dome Missile Shield

The AI data analytics firm, alongside other tech players, is developing software expected to underpin the government’s Golden Dome missile defense system, the Wall Street Journal reported.


The Zacks Analyst Blog Highlights Palantir, Direxion Daily PLTR Bull 2X Shares, GraniteShares 2x Long PLTR Daily ETF, iShares U.S. Tech Independence Focused ETF, iShares Expanded Tech-Software Sector ETF and Global X Defense Tech

PLTR hits $1B revenue for the first time, boosting PLTU, PTIR, IETC, IGV, and SHLD as AI-driven growth fuels ETF gains.

ETFs to Ride on Palantir's First Billion-Dollar Quarter Revenues

PLTR tops $1B in Q2 revenues for the first time, fueling ETFs like PLTU, IGV, IETC, and SHLD that are tied to the stock's surge.


GraniteShares ETF Trust - GraniteShares 2x Long PLTR Daily ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Nvidia is deploying Palantir's Foundry, AIP and Ontology alongside its Nemotron open models within its own supply chain operations.</li><li>Nvidia CEO Jensen Huang said the goal is to turn "this vast operational graph into sovereign intelligence."</li><li>Palantir and Method Security launched a free cybersecurity program designed to help U.S. critical infrastructure operators identify vulnerabilities using AI.</li></ul>Palantir Technologies (PLTR) announced three new collaborations on Thursday, including one with AI bellwether Nvidia (NVDA), but the shares remained flat in early morning trade.The announcements cover Nvidia's supply chain, a new cybersecurity initiative for U.S. critical infrastructure operators, and an expanded partnership with Japan's Fujitsu. Together, the deals reinforce Palantir's&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nbis-stock-jumps-after-palantir-nebius-team-up-to-let-companies-own-their-ai-models-not-rent-them/cZt3Dl4RJU1">broader strategy</a> of positioning its software, rather than any individual AI model, at the center of how organizations deploy and manage AI.<a href="https://stocktwits.com/symbol/PLTR">PLTR stock</a> edged 0.3% lower in pre-market trade, while sentiment around the shares fell to ‘extremely bearish’ from ‘bearish’ territory over the past day.&nbsp;<h2 class="st-heading-2">Nvidia Brings Palantir Into Its Own Supply Chain</h2>Palantir and Nvidia announced a partnership that combines Nvidia's Nemotron open models with Palantir's Foundry, AIP and Ontology platforms. "NVIDIA has arguably the most valuable, intricate, and complex supply chain in the world," Palantir CEO Alex Karp said.The system will cover roughly 1.3 million parts across each Nvidia Vera Rubin rack, with the broader supply chain spanning millions of components and thousands of suppliers.&nbsp;Nvidia CEO Jensen Huang said the goal is to turn "this vast operational graph into sovereign intelligence."The companies plan to make the same technology available to customers in industries including manufacturing, energy, healthcare and aerospace. Deployment options will include on-premises infrastructure from Dell (DELL) and Cisco (CSCO), as well as cloud infrastructure through Rackspace and Nebius.<a href="https://stocktwits.com/symbol/NVDA">NVDA stock</a> traded flat in pre-market trade, with retail sentiment on Stocktwits trending in the ‘bearish’ zone over the past day.<h2 class="st-heading-2">Palantir Targets AI-Powered Cybersecurity</h2>Palantir also teamed up with cybersecurity company Method Security to launch the Cardinal Program, which will provide select municipalities, utilities and other critical infrastructure operators with continuous security assessments at no cost.Frontier and open-weight AI models will be used to simulate how an AI-enabled attacker could identify and exploit vulnerabilities. Palantir's Foundry, AIP and Ontology for Cybersecurity will connect those findings and translate them into actionable guidance for the organizations involved.&nbsp;Human oversight will remain part of the process, with the companies saying safeguards are designed to prevent the assessments from disrupting live systems.<h2 class="st-heading-2">Fujitsu Partnership Expands Palantir's Japan Footprint</h2>Lastly, Palantir renewed and expanded its partnership with Fujitsu, which was first established in 2020. Under the new agreement, Fujitsu will adopt Palantir AIP and Foundry and become a Global Forward Deployed Engineering (FDE) Partner.&nbsp;Under the expanded partnership, Fujitsu will combine its own large language model, Takane, with Palantir's software to help Japanese enterprises build production-grade AI applications using their own data. The companies said the approach is intended to allow organizations to maintain control over their data and AI systems within their own operating environments.The three announcements follow a similar partnership Palantir reached with Nebius Group (NBIS) earlier this week, which designated Nebius as its preferred sovereign AI infrastructure partner for commercial customers.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/michael-burry-sells-nvda-pltr-puts-trims-portfolio-risk/cZt7eYxRJzF">Michael Burry Sells NVDA, PLTR December 2026 Puts Amid Portfolio-Wide Cuts – Says He’s ‘Pulling Back’ On Risk</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Palantir Technologies logo is displayed on a mobile phone in this photo illustration in Brussels, Belgium, on August 6, 2025.

The deals build on Palantir's broader push to position Foundry, AIP and Ontology as the operating layer connecting different AI models, infrastructure and enterprise data.

Palantir Is Everywhere: NVIDIA, Fujitsu, Cybersecurity Join Its AI Push

Palantir Technologies Inc

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What do you think the S&amp;P 500&#39;s ($SPY) return will be next week?

Current Price	$22.75
Prev Close	$22.67
Open	$22.33
Dividend Yield	N/A
50-Day Moving Average	$20.72
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Avg. Volume	2.9M
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52-Week High	$40.78
52-Week Low	$7.85
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