SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceXs sharp rally is drawing attention after a bullish Morgan Stanley outlook highlighted its AI and launch-growth potential, alongside interest in Starship and Starlink. Traders are split between momentum and short-squeeze optimism and concerns about valuation, losses, and upcoming share unlocks that could bring selling pressure.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digitals announced access to up to 1 GW of potential power in Finland, its first international AI-campus development, is drawing attention ahead of earnings. Traders are largely upbeat about the expansion, while some question its financing and whether the pre-earnings announcement signals weaker results or will translate into lasting stock gains.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlist and Micron announced patent-license and settlement agreements that resolve their pending legal proceedings, prompting an enthusiastic reaction from traders who view the deal as validation of Netlists memory patents and a possible boost to negotiations with other chipmakers. Discussion also centers on the agreements long-term value and whether SK hynix or other companies may follow.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

A suspected Russian plague incident has fueled a broad vaccine-stock rally, with NVAX traders speculating about government preparedness contracts despite Novavax having no plague vaccine and the outbreak reports remaining uncertain. The sharp move has also sparked heavy short-squeeze and breakout talk, alongside warnings that the outbreak may be a temporary momentum catalyst.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Teslas stronger-than-expected Q3 deliveries have fueled a rally, with traders also citing expectations around FSD, robotaxis and AI-related growth. The bullish reaction is tempered by concerns that the valuation is stretched, while SpaceX merger talk remains speculation rather than a confirmed development.

Boost Run, Inc. is a provider of scalable cloud infrastructure purpose-built for enterprise AI and high-performance computing workloads. The platform delivers GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage through an intuitive management console and a robust API layer, enabling organizations to provision and scale resources across thousands of nodes in minutes. The company was founded on September 5, 2025 and is headquartered in Northbrook, IL.

Boost Run Inc. - Ordinary Shares - Class A

Boost Run Inc.

Boost Runs five-year AI cloud compute agreement with a sovereign AI company is the main catalyst, drawing optimism that the company is adding customer contracts and building momentum. Traders also note that infrastructure acceptance is expected to begin in 2027, tempering the excitement amid ongoing concerns about execution and volatile price action.

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

A momentum-driven rally led by mega-cap tech and AI has brought the S&P 500 near record highs, with traders celebrating the breakout and expressing bullishness. Others warn that gains are concentrated and point to elevated yields, debt concerns, and stretched valuations as risks to the rally.

Constellation Energy Corp. engages in the generation, supply, and marketing of clean electricity, and renewable energy products and solutions. The firm also offers wholesale energy, retail products and services. It operates under the following geographical segments: Mid-Atlantic, Midwest, New York, Electric Reliability Council of Texas (ERCOT), and Other Power Regions Segment. The company was founded in 1960 and is headquartered in Baltimore, MD.

Constellation Energy Corporation

Constellations long-term nuclear-power partnership with Google, including new capacity and supply for the PJM grid, is driving attention as traders connect it to rising AI data-center electricity demand. The reaction is broadly bullish, though some traders question whether the deal will sustain gains given the stocks history of fading after positive contract news.

Armada Acquisition Corp. II is a blank check company, which engages in the purpose of effecting a merger, share exchange, asset acquisition, share purchase, recapitalization, reorganization or other similar business combinations with one or more businesses. The company was founded on October 3, 2024 and is headquartered in Miami, FL.

Armada Acquisition Corp. II - Ordinary Shares- Class A

Evernorth Holdings Inc.

Shareholder approval of Evernorths merger with Armada, positioning it to debut as an XRP-treasury company holding roughly 473 million XRP, has fueled speculative momentum and low-float squeeze chatter. Traders are divided between optimism about XRP exposure and warrant potential and concerns that the sharp run-up exceeds the underlying asset value, with profit-taking adding to volatility.

JPMorgan Chase & Co. is a financial holding company, which engages in the provision of financial and investment banking services. The firm focuses on investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. It operates through the following segments: Consumer and Community Banking (CCB), Commercial and Investment Bank (CIB), Asset and Wealth Management (AWM), and Corporate. The CCB segment originates and services mortgage loans. The CIB segment makes markets and services clients across fixed income, foreign exchange, equities, and commodities. The AWM segment provides initial capital investments in products such as mutual funds and capital invested alongside third-party investors. The Corporate segment manages its liquidity, funding, capital, structural interest rate, and foreign exchange risks. The company was founded in 1799 and is headquartered in New York, NY.

JPMorgan Chase & Co.

JPMorgan Chase & Co

JPM is drawing attention amid a broad selloff in large-bank stocks, with traders pointing to rising yields and a flattening yield curve as potential pressure on banks net interest margins. The community is split between recession and credit-risk concerns and calls for an oversold-sector rebound, with some also watching positioning ahead of earnings.

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.

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

QumulusAI Signs $240.9 Million in New AI Inference Customer Contracts for NVIDIA Blackwell B300 Capacity

QumulusAI (Nasdaq: QMLS), a neocloud infrastructure provider purpose-built for the AI computing era, today announced two three-year take or pay agreements with AI inference customers. The agreements have combined contracted value of $240.9 million and cover more than 2,000 NVIDIA Blackwell B300...

Agentic AI Can Raise Token Use per Task Up to 100 Times, Accelerating the Shift Away From Per-Token Pricing, Futurum Research Finds

QumulusAI (Nasdaq: QMLS), a neocloud infrastructure provider purpose-built for the AI computing era, today announced the release of a new Futurum Research report, sponsored by QumulusAI, which finds that agentic AI can increase token consumption per task by 10 to 100 times compared with a simple...

12 Information Technology Stocks Moving In Friday's Intraday Session

Gainers

Cango (NYSE:CANG) shares increased by 24.9% to $2.71 during Friday's regular session. The market value of their outstanding shares is at $89.0 million.
QumulusAI (NASDAQ:QMLS) shares increased by 22.81% toread more...

QumulusAI Completes B200 Deployment Under Its $71.9 Million Contracted Blackwell Agreement

QumulusAI (Nasdaq: QMLS), a neocloud infrastructure provider purpose-built for the AI computing era, today announced it has completed deployment of NVIDIA B200 GPU capacity and handed off that capacity to the customer under the $71.9 million, three-year agreement QumulusAI announced on July 28...

QumulusAI Completes NVIDIA Blackwell B300 Deployment, Activating $18 Million Take-or-Pay Agreement

QumulusAI (Nasdaq: QMLS), a neocloud infrastructure provider purpose-built for the AI computing era, today announced it has completed deployment of NVIDIA Blackwell B300 GPU capacity at its Philadelphia colocation site, reaching full customer handoff and activating the $18 million, two-year...

QumulusAI Completes Deployment of All 616 NVIDIA RTX PRO 6000 Blackwell GPUs for Runpod, Weeks Ahead of Schedule

QumulusAI (Nasdaq: QMLS), a neocloud infrastructure provider purpose-built for the AI computing era, today announced that it has completed deployment of 616 NVIDIA RTX PRO 6000 Blackwell GPUs for Runpod under two reserved-capacity agreements combining one- and two-year terms. All 77 GPU nodes under...

QumulusAI Amends Oklahoma Lease, Extending Potential Tenure Through January 2044 at a Site With 19 MW of Contracted Power

QumulusAI (Nasdaq: QMLS), a neocloud infrastructure provider purpose-built for the AI computing era, today announced an amendment to the surface lease at its Oklahoma data center, extending the companys potential tenure at the site through January 31, 2044. The amendment replaces the single...

QumulusAI Anchors Metro Atlanta Data Center Site With a Contracted 3.75 MW and a Path to 10.75 MW

QumulusAI (Nasdaq: QMLS), a neocloud infrastructure provider purpose-built for the AI computing era, today announced a seven-year colocation agreement for up to 3.75 MW of data center capacity in metropolitan Atlanta, together with a right of first offer on as much as 7 MW of additional contiguous...

QumulusAI to Report Second Quarter 2026 Financial Results on August 25, 2026

QumulusAI (Nasdaq: QMLS), a neocloud infrastructure provider purpose-built for the AI computing era, today announced that it will report financial results for the second quarter ended June 30, 2026 after market close on Tuesday, August 25, 2026, and will host a conference call and webcast at 5 p.m...

QumulusAI (QMLS) Signs Nvidia DRW Blackwell Deal: Can Contract Momentum Translate Into Revenue?

QumulusAI (QMLS) Signs Nvidia DRW Blackwell Deal: Can Contract Momentum Translate Into Revenue...

QumulusAI, Inc. is a cloud infrastructure company. It engages in rapid deployment of graphics processing unit powered solutions for artificial intelligence applications. Its platform delivers flexible, competitively priced, and customizable solutions for underserved small and mid-market customers and also supports the scale and complexity requirements of large enterprises, such as long-term deployments or supplemental on-demand compute capacity. The company was founded in 2019 and is headquartered in Atlanta, GA.

QumulusAI Inc.

Bearish Sentiment

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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	-$0.48	--	--	N/A
Q2 '26	-$0.35	-$0.72	-105.71%	MISSED

Feed

News

Sentiment

Earnings

Fundamentals

Info

QMLS Earnings

Upcoming Earnings: Q3 '26

Historical Earnings