SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Select Sector SPDR Trust (The) - State Street Consumer Staples Select Sector SPDR ETF

Consumer Staples Select Sector SPDR Fund

Consumer staples are drawing defensive-rotation flows as traders shift away from weak technology and higher-beta shares, helping XLP rebound toward new highs. The community is split between bullish trend-following views and concerns that the safety trade is crowded and overextended.

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

XPengs October delivery report is driving discussion: traders see a strong month-over-month rebound as support for its growth story, but debate whether the pace can be sustained into Q4. Optimism about deliveries and exports is tempered by the stocks steep decline and concerns about profitability and broader weakness in Chinese EV shares.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

CRCL is under pressure amid the CLARITY Acts failure to advance and concerns about USDC growth, competition and Circles earnings; traders also point to weakness across crypto-related stocks. Bulls counter that higher rates could support reserve income and see potential in Circles Arc network, while debate continues over adoption and valuation.

Almonty Industries, Inc. engages in the mining, processing, and shipment of tungsten concentrates. Its projects include Almonty Korea Tungsten, Panasquiera mine, Gentung, Almonty Korea Moly, Los Santos mine, and Valtreixal. The company was founded on September 28, 2009 and is headquartered in Dillon, MT.

Almonty Industries Inc

ALMs decline below the $9 level is driving discussion, with traders questioning the weakness after an investor-day presentation that some felt offered little new information and left them uneasy about the companys production ramp. Bulls still point to Sangdongs production progress and tight tungsten supply, while others cite execution uncertainty and broader weakness in critical-mineral stocks.

Newmont Corp. engages in the exploration and acquisition of gold properties, containing copper, silver, lead, zinc or other metals. It operates through the following geographical segments: Papua New Guinea, Australia, Ghana, Suriname, Argentina, Peru, Mexico, Canada, and U.S. The company was founded by William Boyce Thompson on May 2, 1921 and is headquartered in Denver, CO.

Newmont Corp

Newmonts Q3 results beat expectations, but shares sold off as traders focused on cost pressures, higher project spending and operational risks flagged in an analyst downgrade. The community is split between viewing the decline as a post-earnings pullback or technical correction and treating it as a buying opportunity given the companys results and gold exposure.

XRP (XRP) is a cryptocurrency . XRP has a current supply of 99,985,589,443 with 63,351,197,653 in circulation. The last known price of XRP is 1.25006253 USD and is down -0.34 over the last 24 hours. It is currently trading on 1893 active market(s) with $844,226,553.37 traded over the last 24 hours. More information can be found at https://xrpl.org/.

Ripple

XRP is drawing attention amid a crypto selloff linked by traders to the reported Binance hack, with many discussing the dip and debating whether to buy or sell. The conversation also centers on Ripples Swell announcements and bank and Robinhood partnerships: some see them as bullish adoption news, while others say they favor RLUSD and Ripples business without creating clear demand for XRP, which has remained weak.

American Express Co. engages in the provision of card-issuing, merchant-acquiring, and card network businesses. Its products and services include credit cards, business credit cards, corporate programs, gift cards, savings accounts and CDs, and the American Express App. It operates through the following segments: the United States Consumer Services (USCS), Commercial Services (CS), International Card Services (ICS), Global Merchant and Network Services (GMNS), and Corporate and Other. The USCS segment includes proprietary consumer cards and provides services to United States consumers. The CS segment offers corporate and small business cards and provides services to United States businesses. The ICS segment provides consumers, small businesses, and corporate cards outside the United States. The GMNS segment is involved in operating a global payments network that processes and settles card transactions, acquires merchants, and provides multi-channel marketing programs and capabilities, services and data analytics. The Corporate and Other segment covers corporate functions and certain other businesses and operations. It also operates through the following geographical segments: United States, EMEA, APAC, LACC, and Other. The EMEA segment represents Europe, the Middle East, and Africa. The APAC segment refers to Asia Pacific, Australia, and New Zealand. The LACC segment focuses on Latin America, Canada, and the Caribbean. The Other segment includes net costs which are not directly allocated to specific geographic regions. The company was founded by Henry Wells, William G. Fargo, and John Warren Butterfield on March 28, 1850 and is headquartered in New York, NY.

American Express Co.

American Expresss earnings beat and raised outlook were overshadowed by plans to cut about 5% of its workforce as part of an AI-focused restructuring, alongside a slight revenue shortfall. Traders are split between viewing the selloff as an overreaction given resilient card spending and worrying that the layoffs and softer signals point to pressure on the business.

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 Q3 resultsheadline earnings beat but revenue fell short amid weak crypto tradingcombined with Bitcoins decline and concern over the reported Binance breach to pressure shares. Traders are split between viewing the selloff as a buying opportunity and seeing it as a sign of weak underlying activity and broader crypto-confidence risks.

The Charles Schwab Corp. is a savings and loan holding company, which engages in the provision of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. It operates through the Investor Services and Advisor Services segments. The Investor Services segment includes retail brokerage, investment advisory, and banking and trust services to individual investors, retirement plan and business services, as well as other corporate brokerage services, to businesses and employees. The Advisor Services segment provides custodial, trading, banking and trust, and support services to independent registered investment advisors, independent retirement advisors, and recordkeepers. The company was founded by Charles Robert Schwab in 1986 and is headquartered in Westlake, TX.

Charles Schwab Corp.

Traders are focused on reported Schwab and thinkorswim outages, including login failures, unavailable order functions and inaccurate quotes. The complaints have prompted frustration and talk of moving accounts to other brokers, while some users say service is working again.

SentinelOne, Inc. engages in the provision of endpoint security software that detects, models, and predicts threat behavior to block attacks on any computing device. Its services include vigilance, support, and training. The company was founded by Tomer Weingarten and Almog Cohen in 2013 and is headquartered in Mountain View, CA.

SentinelOne Inc - Ordinary Shares - Class A

SentinelOne Inc

Traders are linking rising concerns about AI-enabled cyberattacks to stronger cybersecurity demand, while arguing SentinelOne is discounted versus peers and could attract an acquirer; takeover talk remains speculative. The bullish case is tempered by concerns about growth and profitability, possible dilution from the convertible-note financing, and volatile trading.

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Bitcoin

Ethereum

Solana

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

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SPDR S&P 500 ETF

Apple Inc.

Tesla 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 
 


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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

Alphabet Inc Class A

Roundhill Magnificent Seven ETF

Invesco NASDAQ 100 ETF

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.

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