SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Bitcoins selloff following reports of a major Binance security breach is the main pressure on Strategy, whose shares traders view as closely tied to BTC. The community is split between buying the dip and warning that crypto-security concerns, alongside Strategys revenue miss and CFO transition, could weigh further on the stock.

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 run to a fresh 52-week high ahead of the upcoming Q3 report has traders focused on BRIUMVIs sales ramp and managements outlook; some point to earnings expectations, while others speculate about an unconfirmed buyout and short covering.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

DaVitas warning that DefenCaths Medicare add-on reimbursement could fall after the first quarter of 2027 has fueled concerns about CorMedixs pricing and revenue, alongside a sharp selloff. Traders disagree on how much weight to give DaVitas preliminary outlook, with some pointing to CMSs published reimbursement estimate while others see ongoing pressure ahead.

Bitcoin (BTC) is a cryptocurrency launched in 2010. Users are able to generate BTC through the process of mining. Bitcoin has a current supply of 20,105,365. The last known price of Bitcoin is 77,177.65528711 USD and is down -1.08 over the last 24 hours. It is currently trading on 12773 active market(s) with $46,266,908,298.36 traded over the last 24 hours. More information can be found at https://bitcoin.org/.

Bitcoin

A reported major Binance security breach is driving concern about exchange safety, possible withdrawals and selling pressure across crypto. Traders are divided between expecting further downside from shaken confidence and viewing Bitcoins relative resilience as a buying opportunity, arguing the breach affects the exchange rather than Bitcoins network.

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

Energy Select Sector SPDR Fund

Energy-sector strength and concern over oil-supply disruptions tied to Middle East tensionsespecially risks to shipping and refiningdominate the discussion around XLE. Traders point to the rally and energys relative strength as bullish, while others warn that diplomatic progress, profit-taking, or an overextended move could weigh on the fund.

CRISPR Therapeutics AG is a gene editing company, which engages in the development of transformative gene-based medicines for serious diseases using its proprietary CRISPR/Cas9 platform. Its CRISPR/Cas9 platform is a gene editing technology that allows for precise, directed changes to genomic DNA. The firm offers a portfolio of therapeutic programs across a broad range of disease areas including hemoglobinopathies, oncology, regenerative medicine, and rare diseases. The company was founded by Rodger Novak, Emmanuelle Charpentier, Shaun Patrick Foy, Matthew Porteus, Daniel Anderson, Chad Cowan, and Craig Mellow on October 31, 2013 and is headquartered in Zug, Switzerland.

CRISPR Therapeutics AG

Attention is focused on upcoming Q3 results and the Casgevy sales update, with traders debating whether rising patient starts and treatment-center expansion will translate into stronger collaboration revenue. The upcoming CTX310 clinical presentation is another key catalyst; sentiment is mixed between anticipation of data-driven progress and concern about the stocks decline and CFO transition.

Energy Transfer LP engages in natural gas pipeline transportation and transmission services. It operates through the following segments: Intrastate Transportation and Storage, Interstate Transportation and Storage, Midstream, NGL and Refined Products Transportation and Services, Crude Oil Transportation and Services, Investment in Sunoco LP, Investment in USAC, and All Other. The Intrastate Transportation and Storage segment owns and operates natural gas transportation pipelines. The Interstate Transportation and Storage segment includes transportation pipelines, storage facilities, and gathering systems and delivery of natural gas to industrial end-users and other pipelines. The Midstream segment consists of natural gas gathering, compression, treating, processing, storage, and transportation. The NGL and Refined Products Transportation segment engages in the operations transport, store and execute acquisition, and marketing activities utilizing a complementary network of pipelines, storage and blending facilities, and strategic off-take locations that provide access to multiple NGL markets. The Crude Oil Transportation and Services segment provides transportation, terminalling, acquisition, and marketing services to crude oil markets. The Investment in Sunoco LP segment refers to the distribution of motor fuels to independent dealers, distributors, and other commercial customers and the distribution of motor fuels to end-user customers at retail sites. The Investment in USAC segment offers compression services to its customers in connection with infrastructure applications including both allowing for the processing and transportation of natural gas through the domestic pipeline system and enhancing crude oil production through artificial lift processes. The company was founded by Kelcy L. Warren in 1996 and is headquartered in Dallas, TX.

Energy Transfer LP - Unit

Energy Transfer LP Unit

Energy Transfers strong quarterly results and outlook are fueling discussion of its potential to benefit from rising natural-gas demand for AI data centers and other power customers. Many traders are bullish on that growth and the distribution, while others are frustrated that the unit price has not responded more strongly.

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

Technology Select Sector SPDR Fund

XLK is drawing attention amid a sharp technology-sector selloff, with traders citing broad technical breakdowns and weakness in semiconductors and other tech groups. The conversation is mostly bearish, though some see the pullback as a potential buying opportunity or expect a bounce; confirmation of support remains a key debate.

Amp (AMP) is a cryptocurrency launched in 2020and operates on the Ethereum platform. Amp has a current supply of 99,720,267,351.28921674 with 89,781,193,103.18022 in circulation. The last known price of Amp is 0.0006528 USD and is up 0.85 over the last 24 hours. It is currently trading on 193 active market(s) with $5,174,420.89 traded over the last 24 hours. More information can be found at https://amp.xyz.

AMP Token

A sharp AMP rally and volume spike have traders speculating about renewed interest in the Flexa/Anvil payment-infrastructure thesis and AMPs collateral role. Others say there is no confirmed new catalyst and warn the move may be another short-lived pump.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbases post-earnings selloff is drawing attention as traders weigh weak underlying crypto-trading activity and a revenue shortfall against headline profitability, much of which they attribute to gains on crypto holdings. A Bitcoin slide and Binance hack concerns are adding pressure, though some traders view the decline as an overreaction or buying opportunity.

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Qnity to Present at the UBS Global Technology and AI Conference

Qnity Electronics, Inc. (Qnity) (NYSE: Q), a premier technology solutions leader across the semiconductor value chain, today announced that Jon Kemp, Qnitys Chief Executive Officer will present at the UBS Global Technology and AI Conference on December 2, at 2:15 p.m. MT. A live webcast of the...

Apple Deepens Push For Conflict-Free US Titanium For Foldable iPhone

Apple Deepens Push For Conflict-Free US Titanium For Foldable iPhone

 Apple's move to ramp up US supply chains for critical materials and components will send a clear signal to other manufacturers seeking secure, conflict-free supplies of metals and rare earths. The move aligns with the...

Qnity is Empowering Next-Generation Smart Consumer Electronic Devices with Advanced Interconnect Innovations

Qnity Electronics, Inc. (Qnity) (NYSE: Q), a premier technology solutions provider across the semiconductor value chain, introduces ultra-thin flex circuit materials that help enable the next generation of smart consumer electronics, including smartphones, AI glasses, and AR/VR devices, through...

Qnity Announces Fourth Quarter 2026 Dividend on Common Stock

Qnity Electronics, Inc. (Qnity) (NYSE: Q), a premier technology solutions leader across the semiconductor value chain, announced that its Board of Directors has declared a quarterly dividend of 0.08 cents ($0.08) per share for each share of issued and outstanding common stock of the Company (par...

Qnity Extends Thermal Management Solutions for Advanced Memory Cooling for AI Data Centers

Qnity Electronics, Inc. (Qnity) (NYSE: Q), a premier technology solutions leader across the semiconductor value chain, today introduced two new advanced memory cooling solutions leveraging Laird Graphite-over-Foam (GOF) and Laird Thermal Interface Material (TIM) technologies. Both advanced...

Qnity Bets On Local Production To Win More AI Chip Business From Nvidia, TSMC – CEO Touts ‘Local-For-Local’ Strategy

Equity

Qnity is reportedly using a local-for-local sourcing strategy to strengthen supply chains, respond faster to customers, and compete for more business from major chipmakers.


Qnity Electronics Now #314 Largest Company, Surpassing Dollar General

In the latest look at the underlying components of the S&P 500 ordered by largest market capitalization, Qnity Electronics Inc (Symbol: Q) has taken over the #314 spot from Dollar General Corp (Symbol: DG), according to The Online Investor.

 Market capitalization is an im...

Qnity Introduces New Kalrez High-Temperature Sealing Solution for Semiconductor Manufacturing

Qnity Electronics, Inc. (Qnity) (NYSE: Q), a premier technology solutions leader across the semiconductor value chain, introduced Kalrez 7080 perfluoroelastomer parts, a high-performance sealing solution engineered for semiconductor processes operating at temperatures up to 330C. Designed to...

Qnity Showcases Materials Innovation Powering the Next Leap in Electronics at TPCA Show 2026

Qnity Electronics, Inc. (Qnity) (NYSE: Q), a premier technology solutions leader across the semiconductor value chain, will showcase its portfolio at TPCA Show on Oct. 2022 at the Taipei Nangang Exhibition Center. Through advanced materials and end-to-end solutions, Qnity will demonstrate how its...

Qnity Schedules Third Quarter 2026 Earnings Release and Conference Call

Qnity Electronics, Inc. (Qnity) (NYSE: Q), will release its third quarter 2026 financial results before the opening of the market on Wednesday, November 4, 2026. In addition, the company will host a conference call at 8:00 a.m. ET that day. Investors can join the conference call via telephone by...

Qnity Electronics, Inc. engages in the manufacturing of electronic materials to the semiconductor and electronics industries. Its brands include Acuplane, Circuposit, Duroptix, EPIC, Ikonic, Kalrez, Kapton, Laird, Microfill, Pyralux, Riston, Solderon Tin, and Silveron Silver. Its products include printed circuit board materials, display materials, electrical insulation materials, electronic components, semiconductor fabrication and packaging materials, thermal management materials, general metal finishing, plating on plastics, silver nanowire technologies, and other related products. It operates through the Semiconductor Technologies and Interconnect Solutions segments. The Semiconductor Technologies segment provides a portfolio of innovative materials and solutions utilized across multiple stages of the semiconductor manufacturing process. The Interconnect Solutions segment offers solutions for advanced electronics hardware, including complex printed circuit boards and advanced semiconductor packaging. The company was founded on December 6, 2024 and is headquartered in Wilmington, DE.

Qnity Electronics Inc

Bearish Sentiment

<ul class="summary-bullets"><li>CEO Jon Kemp said materials innovation is becoming increasingly important to the AI industry as demand grows for advanced chips and supporting technologies.</li><li>In an interview with Nikkei Asia, Qnity CEO said the company sources more than 70% of its raw materials within the regions where it operates.</li><li>He added that the firm is expanding production capacity across Asia and the U.S.</li></ul>Qnity (Q), a key supplier of semiconductor materials to Taiwan Semiconductor Manufacturing Co. (TSM) and Intel (INTC), is reportedly betting that local production and sourcing will help it win more business from chipmakers.&nbsp;The strategy comes amid rising demand for materials used throughout the AI chip supply chain, including in technologies developed by Nvidia (NVDA).CEO Jon Kemp told Nikkei Asia Qnity’s “local-for-local” strategy, which involves sourcing more than 70% of its raw materials within the regions where it operates, helps the company respond faster to customers, strengthen supply chains, and win a role in developing advanced chip technologies.“Our belief in that local-for-local operating model and being that partner of choice is to allow us to accelerate the pace of innovation and match the speed of our customers,” Kemp said.<a href="https://stocktwits.com/symbol/Q">Q stock</a> edged as much as 1% lower in pre-market trade, on track to extend a drop of over 6% over the past five days. On Stocktwits, retail sentiment around Qnity slipped to ‘bearish’ from ‘neutral’ territory over the past day.&nbsp;<h2 class="st-heading-2">Semiconductor Suppliers Step Up Local Production</h2>Qnity’s strategy reflects a broader shift in the semiconductor industry, the report said.&nbsp;Tariffs, industrial policy and concern about production concentrated in Taiwan are pushing chipmakers and suppliers to build closer to customers.&nbsp;The U.S. imposed Section 232 chip tariffs in January and signed a reshoring deal with Taiwan the following day. TSMC is&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tsmc-weighs-texas-chip-investment-on-top-of-265-b-arizona-push/cZMF7zVRBhY">expanding</a> in Arizona, and GlobalFoundries last week&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tsmc-taps-globalfoundries-in-2b-ai-chip-deal-gfs-stock-1-month-high/cZDUNeiRBNF">agreed</a> to make interposers for TSMC in New York.For Qnity, Kemp said the company’s manufacturing footprint and regional sourcing model give it an advantage by improving supply chain resilience, creating new business opportunities, and reducing exposure to logistics-driven inflation.Qnity recently invested $61.5 million to expand production capacity for advanced semiconductor materials and chemicals in Taiwan. It is also expanding in South Korea and has doubled its capacity in Vietnam.&nbsp;In the U.S., the company opened a facility in Delaware earlier this year to support growing domestic production of advanced processors and memory chips.<h2 class="st-heading-2">AI Demand Drives Growth In Advanced Chip Materials</h2>Qnity supplies semiconductor chemicals and materials to major chipmakers, including TSMC, Samsung and Intel. Its portfolio includes chemical mechanical polishing (CMP) pads and slurries, plus materials for advanced chip packaging and thermal management.Kemp said Qnity’s CMP-related business grew 20% in 2026. Materials for advanced packaging, AI-related printed circuit boards and thermal management applications each grew more than 50% year over year in the first half of the year.“Materials are moving kind of from backstage to center stage,” Kemp said. “Materials innovation is a hidden hero of the AI era.”In pre-market trade,&nbsp;<a href="https://stocktwits.com/symbol/TSM">TSM stock</a> fell nearly 1% while&nbsp;<a href="https://stocktwits.com/symbol/INTC">INTC stock</a> was down as much as 1.5%. Meanwhile,&nbsp;<a href="https://stocktwits.com/symbol/NVDA">NVDA stock</a> shed more than 1% amid&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">broader weakness</a> in semiconductor stocks. On Stocktwits, retail sentiment around NVDA and INTC continued to trend in ‘bearish’ territory over the past day. Sentiment around TSM deteriorated to ‘neutral’ from the ‘bullish’ zone.Qnity is scheduled to report its third-quarter (Q3) earnings results on November 4. Investors will be watching whether growth converts to free cash flow under incoming CFO Ken Rizvi. The company guided to $600 million to $700 million in free cash flow this year.The market is expecting the firm to report earnings per share (EPS) of $1.20, on revenue of $1.49B, according to Koyfin data.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.

The close-up view of a CPU socket on a computer motherboard.

Qnity (Q), a key supplier of semiconductor materials to Taiwan Semiconductor Manufacturing Co. (TSM) and Intel (INTC), is reportedly betting that local production and sourcing will help it win more business from chipmakers.

Qnity Targets More AI Chip Business From Nvidia, TSMC With ‘Local-For-Local’ Strategy

Intel Corp

Taiwan Semiconductor Manufacturing - ADR

Hold rates steady

Cut 25 bps

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	$116.67
Prev Close	$122.66
Open	$116.66
Dividend Yield	0.07%
50-Day Moving Average	$122.10
Beta	3.36
Avg. Volume	1.61M
PE Ratio	41.78

52-Week High	$177.28
52-Week Low	$72.81
Market Capitalization	$24.41B
EPS (Annual)	$3.30
Price to Book	3.36
Revenue Per Employee	$475,400.00

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