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CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike is drawing attention amid a cybersecurity-sector selloff, with traders linking the pressure largely to Fortinets earnings reaction and broader weakness in software stocks. Some see the drop as sympathy selling and a buying opportunity, while others argue CRWDs rich valuation leaves it vulnerable to further declines.

Tidal Trust II - YieldMax Semiconductor Portfolio Option Income ETF

YieldMax Semiconductor Portfolio Option Income ETF

CHPY is drawing attention amid a sharp pullback across semiconductor and AI-related stocks, which traders attribute to de-risking and concerns about AI valuations and spending. Some holders are buying the dip and focusing on long-term chip demand and weekly income, while skeptics worry about further losses, declining distributions, and NAV erosion.

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

JPMorgans quarterly results missed expectations, with weaker fixed-income trading and securities losses weighing on the report; stronger net interest income and lending provided an offset. Traders are debating the stocks resilient, volatile reaction despite the earnings miss.

Twilio, Inc. engages in the development of communications software, cloud-based platforms, and services. It operates through Twilio Communications and Twilio Segments. The Twilio Communications segment includes the platforms Messaging and Voice. The Twilio Segment involves Segment, Engage, Flex, Email, and others. The company was founded by John Wolthuis, Jeffery G. Lawson, and Evan Cooke in March 2008 and is headquartered in San Francisco, CA.

Twilio Inc - Ordinary Shares Class A

Twilio Inc

Twilios post-earnings selloff is centered on a softer fourth-quarter organic-growth outlook, which traders see as a deceleration despite the quarterly beat and raised full-year guidance. The community is divided between waiting for support after the sharp drop and viewing the weaker outlook and slowing messaging growth as reasons to stay cautious.

XPeng, Inc. is a global physical AI company, which engages in bringing artificial intelligence into the physical world to reshape future mobility and smart living. It developed a full-stack physical AI architecture spanning Turing AI chips, world foundation models, and integrated software and hardware applications. The firm's product portfolio includes smart EVs, robotaxis, and humanoid robots. The company's sales and services drives continuous technological innovation and fosters an open physical AI ecosystem, making life smarter, safer, and better for users worldwide. XPeng, Inc. was founded by Xiao Peng He, Heng Xia, and Tao He in 2015 and is headquartered in Guangzhou, China.

XPeng Inc - ADR

XPeng is drawing attention amid a prolonged selloff and fresh lows, with traders citing Chinese EV weakness, analyst downgrades, and concerns about demand, profitability, and upcoming delivery guidance. Bulls point to rising deliveries, exports, and technology initiatives, but debate why those developments have not supported the share price.

Palo Alto Networks, is a cybersecurity company that provides cybersecurity platforms and services to enterprises, organizations, service providers, and government entities. Its offerings include network and AI security, cloud security, security operations, and identity security solutions. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Palo Alto is under pressure alongside other cybersecurity stocks after Fortinets weaker service-revenue outlook sparked sector-wide sympathy selling, despite its stronger results elsewhere. Traders debate whether the pullback is overdone given PANWs recurring-security business, while others point to elevated valuations and growth concerns.

Transocean Ltd. engages in the provision of offshore contract drilling services for oil and gas wells. It also owns and operates offshore drilling fleets such as ultra-deepwater, harsh environment, deepwater, and midwater rigs. The company was founded in 1953 and is headquartered in Steinhausen, Switzerland.

Transocean Ltd

Brazilian approval of Transoceans Valaris merger has traders focused on the deals expected scale and synergies, while elevated short interest is fueling squeeze speculation. Recent offshore contract wins and higher day rates bolster the bullish case, but some traders remain concerned about share dilution, debt and the stocks muted response to positive developments.

ProShares Trust II - ProShares Ultra Bloomberg Crude Oil 2x Shares

ProShares Ultra Bloomberg Crude Oil

UCO is drawing attention amid sharp crude-oil swings tied to U.S.-Iran tensions, Strait of Hormuz supply concerns, and shifting reports about a possible deal. Traders are divided between bullish bets on continued disruption and expectations of an oil pullback if tensions ease, with some also flagging the risks of trading a leveraged fund in volatile markets.

Global X Funds - Global X Dow 30 Covered Call ETF

Global X Dow 30 Covered Call ETF

Discussion centers on volatile broad-market moves and the Dows relative strength versus tech-heavy indexes, with traders debating whether the rotation into blue chips can persist or signals wider weakness. Rising Treasury yields, Fed policy uncertainty, and Iran-related oil concerns are recurring macro risks, while bullish and crash-focused views remain sharply divided.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novos upcoming Q3 report is the main focus, with traders watching whether oral Wegovy demand and guidance can support a recovery amid competition from Eli Lilly. Bulls anticipate stronger results and see the pills prescription momentum as a positive, while skeptics point to market-share pressure, management concerns, and the stocks prolonged weakness.

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GOOG Stock On Track To Erase Over $600B In Market Value In A Month — Analysts Flag Search Slowdown, Margin Pressure

Equity

Google stock slumped following disappointing third-quarter earnings, prompting several analysts to lower their price targets despite strong Google Cloud growth.

AMD To Invest $1B In Meta Stock Offering As AI Partnership Expands — Helios Systems Now Running At Meta

AMD's Helios systems are being tested at Meta, while the Facebook parent has increased its planned equity fundraising to support its AI infrastructure expansion.

SKYD Stock Gets JPMorgan Upgrade: Analyst Sees Skydance Gaining Ground On Netflix, Disney With Warner Bros. Deal

JPMorgan said the acquisition presents Skydance with opportunities to improve content monetization and reduce costs.


Netflix's Higher Spending Fails To Lift Engagement, Says Wolfe In Downgrade — But Argus Still Sees 46% Upside Potential

Cathie Wood's ARK Invest purchased 18,783 Netflix shares through its ARK Next Generation Internet ETF on Wednesday, according to trading disclosures.

Nebius Says It Is ‘Sequencing’ Its Financing After Getting $3.5B From Citi, With Bigger Asset-Backed Loans Still to Come

The Nvidia-backed company said proceeds will go toward data center development, GPU purchases and general corporate purposes. 


Meta's Muse AI Momentum Wins Over Analysts — But $140B Spending Outlook Raises Funding Questions

UBS, Citi and Barclays see upside from Meta's emerging AI products, while Wells Fargo, Piper Sandler and TD Cowen flag mounting investment costs and financing uncertainty.

Intel’s $28B Ohio Chip Project Hits Construction Milestone After Years Of Delays — Arizona Fab Targets 2028 Start

Intel's Ohio factory, originally expected to begin production in 2025, is now targeting operations in 2030–2031 as the chipmaker looks to expand U.S. manufacturing capacity.

Micron Says Rival DRAM Design Has ‘Fundamental Problems’: Targets Next-Gen Memory With 3D DRAM, New Chips Planned For 2027

On a call with analysts, Micron’s chief technology officer stated that 4F² DRAM offers little density advantage over 6F² designs and said 3D DRAM could be a better option at the leading edge.


CRWV Stock Hits 17-Month Low Before Reversing Losses Amid Reported Plans For Another GPU Price Hike

CoreWeave shares have fallen more than 20% in the past week, on track for their third straight weekly loss.


PLTR Stock Gains After Palantir Expands Federal Push With Knox Systems Partnership 

The partnership combines Palantir’s accredited infrastructure with Knox’s process for accelerating federal cloud authorization.


Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Alphabet's third-quarter revenue grew 25% to $127.6 billion but missed expectations of $128.2 billion.</li><li>Google Search revenue growth slowed to 12% in Q3 from 17% in the previous quarter.</li><li>Nine brokerages lowered their price targets on Google, with analysts highlighting slowing Search growth, AI monetization challenges and margin pressures.</li></ul>Google parent Alphabet Inc. (GOOG, GOOGL) is on track to erase more than $600 billion in market value in October after its stock tumbled following Wednesday's disappointing fiscal third-quarter (Q3) earnings report.According to FiscalAI data, Alphabet's market capitalization fell approximately 15.9% to $3.52 trillion between September 30 and October 29, indicating roughly $665 billion in value erased,&nbsp;As of this writing, <a href="https://stocktwits.com/symbol/GOOG">GOOG stock</a> traded more than 12% down and was among the top-trending tickers on Stocktwits. The sell-off followed weaker-than-expected Google Search advertising performance and negative free cash flow of $9.1 billion, as capital expenditures reached $51.4 billion.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Google_Erases_Over_600_B_In_Market_Value_87b5cd24a6.png" alt="Google_Erases_Over_600B_In_Market_Value.png" width="3600" height="2025"><figcaption>Google Parent Alphabet Erases Over $600B in Market Value in October | Source: FiscalAI</figcaption></figure><h2 class="st-heading-2">Analysts Positive On Google's AI, Cloud Prospects</h2>The company’s Q3 revenue rose 25% year over year to $127.6 billion, missing FiscalAI’s' consensus estimate of $127.9 billion. Google Search revenue growth slowed to 12% year over year from 17% in the previous quarter, with Search revenue reaching $63.35 billion.According to TheFly, Deutsche Bank said it was "defending the stock," noting that AI was driving Google's strongest Search query growth in five years, including commercial queries, while advertising across new AI experiences was beginning to scale.JPMorgan viewed Google's Search headwinds as more manageable than permanently structural, noting that management identified foreign exchange as the largest driver of the third-quarter Search growth slowdown.Rosenblatt expects Google Cloud revenue to surpass Search and YouTube combined by 2028, per TheFly. Meanwhile, BofA raised its 2027 revenue estimate by 11% to $616 billion, incorporating stronger Cloud performance and additional tensor processing unit (TPU) sales.<h2 class="st-heading-2">Wall Street Flags Search Slowdown, Margin Risks</h2>In a note cited by TheFly, KeyBanc said Alphabet's third-quarter results reinforced its concerns about slowing Search growth and near-term margin pressures, potentially creating an air pocket for the stock over the next one to two quarters.Wedbush expects the sequential slowdown in Search advertising growth to outweigh other developments in the quarter, while Piper Sandler highlighted concerns about lower monetization of AI-powered Search.While Bernstein acknowledged Google Cloud’s strong growth as TPU sales increased, it flagged potential margin compression and questions about underlying Google Cloud growth.Morgan Stanley said that faster Search growth and innovation would be important for a stock valuation re-rating.<div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col><col><col></colgroup><tbody><tr><td>Brokerage</td><td>Rating</td><td>New Target</td><td>Previous Target</td><td>Change From Last Close (Oct. 28)</td></tr><tr><td>Deutsche Bank</td><td>Buy</td><td>$390</td><td>$430</td><td>+21.2%</td></tr><tr><td>Bernstein</td><td>Market Perform</td><td>$325</td><td>$385</td><td>+1.0%</td></tr><tr><td>Wedbush</td><td>Outperform</td><td>$387</td><td>$445</td><td>+20.2%</td></tr><tr><td>Morgan Stanley</td><td>Overweight</td><td>$375</td><td>$400</td><td>+16.5%</td></tr><tr><td>KeyBanc</td><td>Overweight</td><td>$385</td><td>$410</td><td>+19.6%</td></tr><tr><td>Rosenblatt</td><td>Buy</td><td>$380</td><td>$410</td><td>+18.1%</td></tr><tr><td>JPMorgan</td><td>Overweight</td><td>$375</td><td>$425</td><td>+16.5%</td></tr><tr><td>BofA</td><td>Buy</td><td>$380</td><td>$430</td><td>+18.1%</td></tr><tr><td>Piper Sandler</td><td>Overweight</td><td>$345</td><td>$400</td><td>+7.2%</td></tr></tbody></table></figure></div><h2 class="st-heading-2">What Retail Investors Think About GOOG, GOOGL Stock</h2>Despite the bloodbath in Google stock on Thursday, retail investors’ sentiment around GOOG and <a href="https://stocktwits.com/symbol/GOOGL">GOOGL</a> on Stocktwits remained in the ‘extremely bullish’ territory amid high user message volume.So far this year, GOOG stock has fallen over 10%. By comparison, the Roundhill Magnificent Seven ETF (<a href="https://stocktwits.com/symbol/MAGS">MAGS</a>) and the Invesco NASDAQ 100 ETF (<a href="https://stocktwits.com/symbol/QQQM">QQQM</a>), which hold the stock, have risen over 7% and 16%, respectively, over the same period.See Also:<a href="https://stocktwits.com/news-articles/markets/equity/former-fed-vice-chair-roger-ferguson-sees-potential-for-a-50-basis-point-rate-hike-in-december/cZUQ8xRR9bD"> Former Fed Vice Chair Roger Ferguson Sees Potential For A 50-Basis-Point Rate Hike In December</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A Google corporate logo hangs above the entrance of their St. John's Terminal office building in New York City. (Photo by Gary Hershorn/Getty Images)

Google parent Alphabet Inc. (GOOG, GOOGL) is on track to erase more than $600 billion in market value in October after its stock tumbled following Wednesday's disappointing fiscal third-quarter (Q3) earnings report.

Alphabet Inc - Ordinary Shares - Class C

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Hold rates steady

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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.

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$QQQM if you said in the beginning of the year you should have bought the last dip here's your chance to buy the dip before the 2027 bull run.

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$QQQM you can't stop it. there may be bumps here and there, but why on earth is this at a bearish sentiment?

Money Maker

$QQQM options flow lesson: chart and flow can disagree. Options activity describes the derivatives tape while the daily chart describes price structure. A disagreement is information, not an error to hide. The alert snapshot shows $1.6M in the Oct 16 $310 puts. Volume was 71.0x standing open interest at capture. Intraday volume does not establish whether a position was opened or held; the next settled open interest is the check.

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