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Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending following the formalization of a long-term AI silicon partnership with Google through 2031, which includes custom TPU development and compute capacity commitments for Anthropic. While the community is actively debating the stock's technical support levels and broader sector volatility, many traders are highlighting the deal as a major structural catalyst that reinforces Broadcom's leadership in the hyperscale AI infrastructure space.

SPDR S&P 500 ETF TRUST - Units of undivided interest in SPDR Trust Series 1

The S&P 500 is facing heightened volatility as market participants fixate on looming geopolitical tensions, specifically the deadline for potential strikes on Iranian infrastructure and the ongoing blockage of the Strait of Hormuz. While some investors are pricing in a wider conflict and energy supply disruptions, many in the community are actively debating whether the current market strength is a genuine reflection of economic resilience or merely a result of algorithmic manipulation and anticipation of a last-minute diplomatic breakthrough.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealth Group is seeing a sharp rally as investors react to the Centers for Medicare and Medicaid Services finalizing a 2027 Medicare Advantage payment rate increase that significantly exceeded pessimistic expectations. The market is actively discussing the potential for a massive short squeeze and long-term earnings stabilization, though some investors remain cautious about ongoing sector-wide regulatory volatility and broader macroeconomic pressures.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is under intense scrutiny as it celebrates its 50th anniversary, facing a dual narrative of potential long-term growth through its push into budget-friendly hardware and immediate volatility driven by reported engineering delays on its foldable iPhone and patent infringement setbacks in China. Investors are closely monitoring how the company balances its massive cash reserves against potential settlement costs, while the community remains divided between those bullish on its core ecosystem stability and others wary of its lagging position in the aggressive AI integration race.

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

Tesla is facing significant downward pressure as investors react to a combination of disappointing delivery figures, analyst downgrades, and concerns that capital is shifting toward the rumored upcoming SpaceX IPO. Despite active institutional accumulation from some corners, the community remains deeply polarized over the stock's valuation, technical support levels, and the company's long-term pivot toward autonomous infrastructure.

Caledonia Mining Corp. Plc engages in the exploration, development, and production of gold and other precious metals from its mineral properties. Its projects include Blanket Gold Mine and Maligreen. The company was founded on February 5, 1992 and is headquartered in St. Helier, the United Kingdom.

Caledonia Mining Corporation Plc

Caledonia Mining is gaining attention as investors weigh the company's aggressive production expansion plans against broader geopolitical risks in Zimbabwe. The community is actively discussing whether the company's strong profitability and ambitious Bilboes project development can overcome current market skepticism and bridge the valuation gap with larger gold producers.

Berkshire Hathaway, Inc. is a holding company, which engages in the provision of property and casualty insurance and reinsurance, utilities and energy, freight rail transportation, finance, manufacturing, and retailing services. It operates through the following segments: Insurance, Burlington Northern Santa Fe, LLC (BNSF), Berkshire Hathaway Energy (BHE), Pilot Travel Centers (PTC), Manufacturing, McLane, and Service and Retailing. The Insurance segment includes the underwriting of GEICO, Berkshire Hathaway Primary Group, and Berkshire Hathaway Reinsurance Group. The BNSF segment involves the operation of railroad systems. The BHE segment focuses on regulated electric and gas utility, power generation and distribution, and real estate brokerage activities. The PTC segment consists of managing travel centers and marketing of wholesale fuel. The Manufacturing segment refers to industrial, consumer and building products, home building, and related financial services. The McLane segment covers the wholesale distribution of groceries and non-food items. The Service and Retailing segment relates to the provision of shared aircraft ownership programs, aviation pilot training, electronic components distribution, retailing businesses, automobile dealerships and trailer, and furniture leasing services. The company was founded by Oliver Chace in 1839 and is headquartered in Omaha, NE.

Berkshire Hathaway Inc. - Ordinary Shares - Class B

Berkshire Hathaway is trending as investors scrutinize its record $373 billion cash pile and defensive positioning amid market volatility. Community members are actively debating the company's capital allocation strategy, specifically the lack of dividends versus stock buybacks, while closely watching for insights from the upcoming 13F filing to see if management is maintaining its defensive stance or seeking new opportunities.

Humana Inc. engages in the provision of health insurance services. It operates through the Insurance and CenterWell segments. The Insurance segment consists of Medicare benefits, marketed to individuals or directly via group Medicare accounts, as well as contract with CMS to administer the Limited Income Newly Eligible Transition, or LI-NET, prescription drug plan program and contracts with various states to provide Medicaid, dual eligible demonstration, and Long-Term Support Services benefits, which refer to as state-based contracts. The CenterWell segment represents payor-agnostic healthcare services offerings, including pharmacy dispensing services, provider services, and home services. The company was founded by David A. Jones, Sr., and Wendell Cherry on August 18, 1961 and is headquartered in Louisville, KY.

Humana Inc.

Humana Inc

Humana and other managed care stocks are surging following a finalized Medicare Advantage payment rate from CMS that exceeded initial market fears and projections. Investors are actively discussing the revenue stability this decision provides for the sector, while others remain focused on navigating volatility and assessing the long-term impacts of policy shifts on insurer margins.

AleAnna, Inc. operates as a technology-driven energy company, which engages in supplying low-carbon natural gas and renewable natural gas to Italy. The company was founded in 2007 and is headquartered in Dallas, TX.

AleAnna Inc. - Ordinary Shares - Class A

AleAnna Inc. is at the center of intense market activity driven by escalating geopolitical tensions in the Middle East and concerns over energy supply disruptions. The community is actively debating the stock's potential as a long-term play on European natural gas needs while closely monitoring the impact of volatile news cycles and heavy institutional short-selling.

Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

Red Cat Holdings Inc

Red Cat Holdings is generating significant investor interest following a strategic partnership with Ukraine's Spetstechnoexport and the acquisition of Apium Swarm Robotics, fueling community speculation about a potential influx of large-scale military drone contracts. While some investors view these developments as critical validation of the company's autonomous systems, others are actively debating the impact of dilution on shareholder value and calling for clearer 2026 revenue guidance.

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<ul class="summary-bullets"><li>Broadcom expanded its chip design agreement for Google TPUs till 2031; AVGO jumped 3.4% in Tuesday’s premarket.</li><li>The development positions Broadcom as a major AI chip designer, an area dominated by Nvidia.&nbsp;</li><li>Stocktwits retail investors laud Broadcom’s heavy exposure to AI names and view the stock's weakness as a buying opportunity.&nbsp;</li></ul>Broadcom shares posted negative returns for four months, as investors rotated their money out of tech stocks and, more recently, the market pressure related to the U.S.-Iran warHowever, April is looking steadier, with the stock up marginally. AVGO gained 3.4% in the premarket session on Tuesday after Broadcom announced an extension of its long-standing chip deal with Google.Broadcom has been co-designing Google’s chips, known as Tensor Processing Units or TPUs, since 2016, and the new agreement firms up the relationship through 2031.The announcement also included an extension of Google and Broadcom’s 2025 TPU deal with AI startup Anthropic, set to significantly expand Anthropic’s use of TPUs to power its Claude AI model next year. The development positions Broadcom as a major AI chip designer, an area dominated by Nvidia.&nbsp;<h2 class="st-heading-2">Retail’s View On AVGO Improves</h2>The AVGO ticker trended heavily on Stocktwits early Tuesday, with the Google deal extension fueling major excitement about the company’s prospects.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_07_at_2_33_04_PM_png_49b10f5a08.webp" alt="Screenshot 2026-04-07 at 2.33.04 PM.png" width="565" height="80"><figcaption>AVGO sentiment and message volume as of April 7 | Source: Stocktwits</figcaption></figure>“Tonight's news absolutely cements Broadcom as the new undisputed king of AI,” a user&nbsp;<a href="https://stocktwits.com/BullseyeGains/message/649536381">said</a>. “Not even the great $NVDA is signing 5-year agreements with their customers… Broadcom will soon be the main provider of AI chips to the 2 biggest companies that are actually disrupting industries left and right: $GOOGL $GOOG and Anthropic.”“The best bet to get exposure to ANTHROPIC is not these funds like $VCX, ITS $GOOG $AMZN $AVGO,”&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/TheStockReferee/message/649532053">said</a> another user, referring to the recently launched and in-demand venture-style fund Fundrise Innovation Fund.<h2 class="st-heading-2">Analysts See 50% Stock Upside</h2>To be sure,&nbsp;<a href="https://stocktwits.com/symbol/AVGO">AVGO shares</a> are still about 24% below their record high on Dec. 10 and down 9% year-to-date. That’s despite Broadcom&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/technology/broadcom-forecasts-second-quarter-revenue-above-estimates-2026-03-04/">reporting</a> first-quarter results that surpassed estimates, and an upbeat forecast early last month.Currently, an overwhelming 47 out of 49 analysts recommend ‘Buy’ or higher for AVGO stock, and two recommend ‘Hold,’ according to Koyfin. Their average price target of $471.55 implies a 50% upside from the stock’s last close.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anthropic-tops-open-ai-on-revenue-with-30-b-run-rate-while-space-x-plans-june-investor-roadshow-ahead-of-mega-ip-os/cZJJmVzRIpR">Anthropic Tops OpenAI On Revenue With $30B Run-Rate While SpaceX Plans June Investor Roadshow Ahead Of Mega IPOs</a>&nbsp;

The Broadcom office building with the company logo is in Regensburg, Bavaria, Upper Palatinate, Germany, on October 4, 2025. 

AVGO Stock Has Declined For 4 Months Straight – Will Google TPU Deal Make April Green Again?

Shares are in the green for April and jumped in Tuesday’s premarket.

Equity

Flagship Harbor Advisors LLC Raises Holdings in Invesco QQQ $QQQ

Flagship Harbor Advisors LLC increased its position in Invesco QQQ (NASDAQ:QQQ - Free Report) by 67.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange...

Constellation Investments Inc. Has $109.98 Million Position in Invesco QQQ $QQQ

Constellation Investments Inc. cut its stake in Invesco QQQ (NASDAQ:QQQ - Free Report) by 8.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities...

Invesco QQQ $QQQ Shares Purchased by Capital Management Associates Inc

Capital Management Associates Inc raised its holdings in Invesco QQQ (NASDAQ:QQQ - Free Report) by 4.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities...

Invesco QQQ $QQQ Shares Purchased by Blue Zone Wealth Advisors LLC

Blue Zone Wealth Advisors LLC grew its position in Invesco QQQ (NASDAQ:QQQ - Free Report) by 9.3% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission...

Invesco QQQ $QQQ Stock Position Lowered by Apella Capital LLC

Apella Capital LLC lessened its position in Invesco QQQ (NASDAQ:QQQ - Free Report) by 5.7% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor...

Invesco QQQ $QQQ Stock Holdings Lifted by AJ Advisors LLC

AJ Advisors LLC raised its position in Invesco QQQ (NASDAQ:QQQ - Free Report) by 4.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange...

<ul class="summary-bullets"><li>Apple has informed certain component suppliers about a stretched timeline.</li><li>Meanwhile, a Chinese court has rejected Apple’s request to invalidate the AI patents for Xiao-I’s AI, which in 2020 sued the iPhone maker for infringement of its Siri voice assistant.</li><li>Stocktwits sentiment for AAPL shifted to ‘extremely bullish’ from ‘bullish.’</li></ul>Apple, Inc. is reportedly encountering engineering hurdles in developing its first foldable iPhone, which could push back mass production and shipments by several months. Still, the stock remains in the green this week, and retail investors turned more bullish ahead of the second-quarter report.The foldable iPhone issues are taking longer to resolve than Apple had anticipated, Nikkei Asia reported Tuesday, citing multiple sources familiar with the matter. The Cupertino-based company has even notified a few component suppliers of a possible delay in the component production schedule for the foldable iPhone."It's true that more issues than expected have emerged during ​the early test production phase, and ​additional time will be needed to resolve them and ‌make ⁠necessary adjustments," the report&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://asia.nikkei.com/spotlight/supply-chain/foldable-iphone-hits-engineering-snags-shipment-delays-possible-sources">said</a>, quoting one source familiar with the matter.<h2 class="st-heading-2">Apple’s China Patent Suit Blow</h2>The development comes close on the heels of Apple suffering an unfavorable patent ruling in China. Last week, the Supreme People’s Court&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/aixi-stock-pre-market-surge-50-dma-apple-patent-infringement-update/cZJ4j3eRIo6">rejected</a> Apple’s request to invalidate Xiao-I’s AI patents, according to the Chinese company.&nbsp;The development pertains to a 2020 $1.4 billion lawsuit by Xiao-I alleging that Apple’s Siri voice assistant infringed its patents, which is ongoing.<h2 class="st-heading-2">Apple’s Foldable iPhone Plan</h2>Previously, Apple reportedly pushed back production of the standard iPhone model to early 2027 to prioritize premium models, including foldable iPhones, and to better allocate constrained supplies of memory chips and other key resources.While Apple has not officially revealed details about a foldable phone, reports over the past two years have consistently indicated that the device is in development, even as timelines have shifted. More recent reports suggest Apple is targeting a debut during its fall 2026 launch cycle.Foldable phones are complex and have received mixed responses from customers. The crease on the screen where the phone folds, the durability of the hinges, and pricing have been points of concern. Last month, Samsung said it would&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-03-17/samsung-to-stop-selling-2-899-trifold-phone-after-three-months">discontinue</a> its $2,899 Galaxy Z TriFold smartphone after roughly three months on the market, as a steep price tag deterred most buyers and relegated it to a niche product.Apple has planned to initially produce about 7 million to 8 million foldable iPhones, according to Nikkei Asia's supply chain checks with industry managers and market experts. The device accounts for less than 10% of Apple's initial planned production volume for this year's new lineup.Apple has already released a string of new devices this year, including the budget-friendly iPhone 17e and the $599 MacBook Neo, which Bank of America said on Monday was Apple’s first real push into lower-end PC consumers and could result in "a meaningful tailwind” for revenue.&nbsp;The research firm reiterated its ‘Buy’ rating on AAPL and a $320 price target (27% upside from last close), citing multiple catalysts, including AI at the edge, the launch of a foldable iPhone, and strong capital returns.<h2 class="st-heading-2">iPhone 17s Set High Bar</h2>The company’s iPhone 17 line has been hugely popular, with sales up 23.3% to a record $85.3 billion last quarter, the strongest since the September quarter of 2021.&nbsp;The performance, reported in January, along with the company’s relatively modest capital spending outlook, has supported AAPL stock in recent months as investors rotated funds out of tech companies.<h2 class="st-heading-2">Retail’s View On AAPL</h2><a href="https://stocktwits.com/symbol/AAPL">AAPL shares</a> are down 4.7% year-to-date, compared to the 4.1% drop in the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust Series 1 (QQQ)</a> and an 11.5% decline in the&nbsp;<a href="https://stocktwits.com/symbol/MAGS">Roundhill Magnificent Seven ETF (MAGS)</a>. The stock, along with Google, has weathered this year’s shaky market better than most of its ‘Mag 7’ peers and still trades at an attractive 30x forward multiple.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_07_at_11_57_27_AM_png_25f61c67c1.webp" alt="Screenshot 2026-04-07 at 11.57.27 AM.png" width="564" height="84"><figcaption>AAPL sentiment and message volume as of April 7 | Source: Stocktwits</figcaption></figure>On Stocktwits, retail sentiment shifted to ‘extremely bullish’ early Tuesday, compared to ‘bullish’ the previous day. The sentiment reading has climbed gradually over the past two weeks. Meanwhile, 30-day message volume for the ticker has increased 375%, signaling renewed interest in the stock.Apple is set to report fiscal second-quarter results on April 30.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/zspc-rdgt-jtai-stocks-hit-52-week-lows-what-s-driving-the-selloff/cZJJhwwRIYy">ZSPC, RDGT, JTAI Stocks Hit 52-Week Lows: What's Driving The Selloff?</a>

A pedestrian looks at a smartphone while walking past an Apple Store featuring an iPhone 17 Pro advertisement inside a shopping mall in Shenzhen, China. (Photo by Cheng Xin/Getty Images)

Apple’s Double Whammy This Week: Foldable iPhone Delays And Chinese AI Patent Setback — But Retail Stays Bullish

Apple is reportedly facing engineering hurdles in developing its first foldable iPhone, which could push back the shipment timeline, Nikkei reported.

<ul class="summary-bullets"><li>SMCI shares are down about 28% since March 19, when the government announced charges against the company’s co-founder and two persons for smuggling Nvidia chips to China.</li><li>Dell stands to benefit the most; Mizuho sees its share of the AI server market growing at the expense of Super Micro and Taiwanese manufacturers, such as Foxconn Technology and Quanta Computer.</li><li>Stocktwits sentiment for SMCI has dipped this month, and was ‘bearish’ on Monday.</li></ul>Mizuho Securities has said that the indictment of Super Micro’s co-founder and the resulting negative publicity might lead some customers to shift demand to rival Dell Technologies.On Monday evening, the&nbsp;research firm reiterated an ‘Outperform’ rating on Dell, raising its price target to $215 from $180, while maintaining a ‘Neutral’ rating on Super Micro and cutting its target to $25 from $33. SMCI shares declined 5% to $22.05, while DELL stock dropped 0.7% to $173.18.<h2 class="st-heading-2">SMCI Chip Smuggling Controversy&nbsp;</h2>SMCI shares&nbsp;have tumbled about 28% since March 19, when the U.S. government announced charges against Yih-Shyan "Wally" Liaw and two other persons associated with the company for allegedly diverting servers to China in violation of export-control laws. Super Micro itself was not named as a defendant.Since then, several analysts have&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/smci-stock-gains-premarket-retail-stays-upbeat-after-smuggling-scandal-wiped-off-one-third-of-value/cZ3YmbGRIS3">cut</a> their price targets and ratings on Super Micro, with some warning that the controversy could lead to reduced customer orders and, in a worst-case scenario, regulatory scrutiny and limitations.<h2 class="st-heading-2">Retail’s View On SMCI</h2>On Stocktwits, the retail sentiment for SMCI has dipped this month and was ‘bearish’ on Monday. “$SMCI totally unnecessary drop today, bounce will come with May ER just a few weeks away now,”&nbsp;<a href="https://stocktwits.com/007Aston/message/649522168">said</a> a user. The company&nbsp;has yet to set a date for the release of its fiscal third-quarter results.<h2 class="st-heading-2">Analyst Sees Dell Gaining</h2>Mizuho believes Super Micro might nonetheless lose market share. With large sales and support staff, a strong supply chain, and a strong balance sheet, Dell stands to benefit the most.&nbsp;Mizuho sees its market share growing to 25% in 2029 from 19% in 2025 at the expense of Super Micro and Taiwanese manufacturers, such as Foxconn Technology and Quanta Computer.The brokerage lifted its estimates for Dell’s AI server orders to $53 billion in fiscal 2027 and $68 billion in fiscal 2028, up from previous estimates of $50 billion and $61 billion, respectively.Still, with AI server demand remaining robust on the back of strong hyperscaler capital spending, Super Micro’s long-term outlook remains constructive, Mizuho said.<a href="https://stocktwits.com/symbol/SMCI">SMCI shares</a> are down 25% year-to-date.&nbsp;<a href="https://stocktwits.com/symbol/DELL">Dell shares</a> are up 38%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rime-stock-slides-another-day-retail-turns-bullish-on-ai-logistics-play/cZJJf9MRIYs">RIME Stock Slides Another Day: Retail Turns Bullish On AI Logistics Play</a>

In this photo illustration, the Supermicro (Super Micro Computer) logo is seen displayed on a smartphone screen.

SMCI Selloff: Analyst Sees Dell Poaching AI Server Market Share After Super Micro Chip Smuggling Scandal 

SMCI shares are down about 28% since March 19, when the government announced charges against the company’s co-founder and two persons for smuggling Nvidia chips to China.

Mizuho raised its price target on Dell while cutting its target on SMCI.


<ul class="summary-bullets"><li>Trump reiterated his warning late Monday at a White House conference that the U.S. could strike Iranian infrastructure if Hormuz is not reopened by Tuesday evening.</li><li>Oil stayed elevated as the conflict entered its sixth week, with WTI near $112 and Brent near $110.</li><li>Markets also digested weaker services-sector data, with the ISM services index falling to 54 as employment posted its steepest drop since 2023.</li></ul>U.S. stock futures traded lower late Monday as traders tracked U.S. President Donald Trump’s deadline for Iran to reopen the Strait of Hormuz, while weighing ceasefire talks amid elevated oil prices.As of 10.15 p.m. ET, Nasdaq 100 futures were down 0.8%, while S&amp;P 500 futures were down by 0.6%. Dow futures were down 0.4%.On Stocktwits, retail sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF Trust (SPY)</a> and&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> was ‘extremely bearish’ amid ‘high’ message volume, and sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust (DIA)</a> was ‘bearish’ amid ‘normal’ message volume.<h2 class="st-heading-2">US Market Drivers</h2>Speaking at a White House conference on Monday, Trump reiterated that the U.S. military could target Iranian bridges and power plants if the strait is not reopened by 8 p.m. ET Tuesday. He said negotiations were “going well,” but added that restoring access through Hormuz remains a “very big priority.” He also said that while he would like the U.S. to “take the oil,” Americans ultimately want U.S. forces to return home.The U.S., Iran and regional mediators are&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.axios.com/2026/04/06/iran-war-us-tehran-ceasefire-talks">reportedly</a> exploring a possible 45-day ceasefire that could open the door to a settlement, while Washington and Tehran are also&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/aerospace-defense/trump-vows-hell-iran-if-strait-stays-shut-says-deal-is-possible-2026-04-06/">supposedly</a> reviewing a Pakistan-brokered proposal to restore navigation through the Strait of Hormuz.&nbsp;However, Tehran has said it would only accept ceasefire terms that include a permanent end to the war, sanctions relief, reconstruction commitments and guarantees around safe navigation through the strait. It also warned that strikes on civilian infrastructure could trigger retaliatory attacks on energy facilities across the Gulf.The conflict, now in its sixth week, continues to ripple through energy markets, with West Texas Intermediate settling near $112.41 per barrel and Brent crude closing around $109.77.Michael Cembalest, chair of market and investment strategy at J.P. Morgan Asset &amp; Wealth Management,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.marketwatch.com/story/a-top-j-p-morgan-strategist-tackles-some-of-the-biggest-myths-about-the-war-in-iran-ec30f625">said</a> that the belief the U.S. economy is insulated from a closure of the Strait of Hormuz is “mostly false,” adding that U.S. fossil-fuel independence “is not as much of an economic firewall as you might think.”In the previous session, the S&amp;P 500 logged its fourth straight session of gains, marking its longest winning streak since January:<div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col></colgroup><tbody><tr><td>Index</td><td>Move</td><td>Close</td></tr><tr><td>Dow Jones Industrial Average</td><td>0.36%</td><td>46,669.88</td></tr><tr><td>S&amp;P 500</td><td>0.44%</td><td>6,611.83</td></tr><tr><td>Nasdaq Composite</td><td>0.54%</td><td>21,996.34</td></tr></tbody></table></figure></div>Investors also weighed weaker-than-expected economic data, with the U.S. services sector expanding at a slower pace in March. The ISM services index fell 2.1 points to 54, with employment posting its sharpest drop since 2023.Mohamed El-Erian, Chief Economic Advisor at Allianz,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elerianm/status/2041246404782256389">said on X</a> that the report “reinforces the dual narrative of rising input prices and a resilient real economy.”<h2 class="st-heading-2">Trending Stocks To Watch On NYSE, Nasdaq</h2>Avis Budget Group (CAR): Shares hit nearly a three-year high on Monday despite Deutsche Bank downgrading the stock to 'Hold,' saying the recent 30% weekly rally appears driven by technical reasons tied to a potential short squeeze rather than fundamentals.Tesla (TSLA): Shares fell over 2% on Monday to nearly a seven-month low after a first-quarter delivery miss, with GLJ Research analyst Gordon Johnson&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tsla-flashes-red-analyst-sees-downside-by-june-after-jpmorgan-call/cZJJaOGRIYr">warning</a> the stock has broken below key moving averages and could fall another 24%-36% by June if free-cash-flow correlations hold.Broadcom (AVGO): Shares rose 2% in extended trading after the company&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/broadcom-inks-deal-with-google-anthropic-compute-access-expanded/cZJ4y2CRIYo">announced</a> a long-term agreement with Alphabet’s Google to develop and supply next-generation Tensor Processing Units and expand AI infrastructure partnership through 2031 alongside Anthropic.Enovix (ENVX): Shares posted their best session in nine months on Monday as retail traders speculated about a potential catalyst after Chinese media&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.abvr360.com/a/32864">reported</a> a deal with AR-optics firm MoJie to improve battery life in AI-enabled smart glasses.Humana (HUM), UnitedHealth Group (UNH), Elevance Health (ELV): Shares of health insurers&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/unh-hum-cnc-stocks-rally-on-medicare-advantage-rate-surprise/cZJJ7qARIYq">rallied</a> in extended trading after the Centers for Medicare and Medicaid Services (CMS) finalized a 2.48% increase in Medicare Advantage payment rates for 2027, expected to add more than $13 billion in plan funding.<h2 class="st-heading-2">How Global Markets Are Performing Today</h2>In broader markets, the yield on the benchmark 10-year U.S. Treasury note hovered near 4.33%, its highest level in about a week. Gold steadied near $4,664 per ounce after a two-day slide, while silver traded around $73.18.Asian markets were mostly higher on Tuesday, with the MSCI Asia-Pacific index excluding Japan rising about 0.4%. Shares opened higher in Australia, while Japan opened lower.Among the catalysts for Tuesday are durable-goods orders, durable-goods orders excluding transportation, remarks from Chicago Fed President Austan Goolsbee, consumer credit data, and comments from Federal Reserve Vice Chair Philip Jefferson.For updates and corrections, email newsroom[at]stocktwits[dot]com.

U.S. President Donald Trump speaks during a visit to the Fort Bragg U.S. Army base on February 13, 2026 in Fort Bragg, North Carolina. (Photo by Nathan Howard/Getty Images)

Dow, S&P 500, Nasdaq Futures Slip As Trump’s Hormuz Deadline Looms: Why UNH, CAR, TSLA, AVGO, ENVX Are Trending After-Hours

Discussions are reportedly underway on a potential 45-day ceasefire and a Pakistan-brokered framework to reopen the Strait of Hormuz.

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