SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

Crudes rise amid Iran-related tensions and reported threats to shipping and energy infrastructure around the Strait of Hormuz is driving attention to USO, with traders focused on possible supply disruptions and depleted oil reserves. The community is split between bulls betting on further gains if conflict escalates and bears expecting a sharp pullback if diplomacy produces a deal; uncertainty around negotiations is adding volatility.

FuelCell Energy, Inc. is an American clean energy technology company that delivers continuous, scalable baseload power for mission-critical applications globally. It engages in the development, design, production, construction, operation, and servicing of high-temperature fuel cells for clean electric power generation. The company’s fuel cell systems generate electricity directly at the point of use, enabling reliable, low-emission power for data centers, industrial facilities, utilities, and distributed generation customers. FuelCell Energy delivers commercially proven, modular, utility-scale systems backed by global fuel cell deployments approaching one gigawatt. The company was founded by Bernard Baker and Martin G. Klein in 1969 and is headquartered in Danbury, CT.

Fuelcell Energy Inc

FuelCell Energy CEO Jason Fews Bloomberg interview is drawing criticism for offering no quantitative update on the manufacturing ramp and signaling a delay to the Texas agreement, intensifying concerns about missed timelines and management transparency. Some traders remain bullish on the data-center power opportunity, but debate centers on whether the company can turn that demand into firm contracts and production growth.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

A sharp semiconductor selloff is being linked to Intels weak outlook and broader doubts about whether massive AI spending will generate adequate returns, alongside concerns about financing and forced selling. Traders are split between calling the decline an overdone, AI-demand-insensitive pullback and warning that the AI trade is unwinding further.

Corvus Pharmaceuticals, Inc. engages in the development of product candidates for the treatment of cancer and immune-mediated and inflammatory diseases. Its product candidates include soquelitinib, an ITK inhibitor, ciforadenant, an adenosine A2A receptor antagonist, and mupadolimab, a B cell-activating anti-CD73 antibody. The company was founded by Richard A. Miller, Peter A. Thompson, Joseph J. Buggy, and Erik Verner on January 27, 2014 and is headquartered in South San Francisco, CA.

Corvus Pharmaceuticals Inc

Discussion centers on Corvuss recent soquelitinib atopic dermatitis data and investor presentation: bullish traders call the early results encouraging, while skeptics question the small cohort, safety evidence, and lack of longer follow-up. Many also blame the sharp negative reaction on management setting expectations too high without announcing a partnership or other concrete development.

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

Consumer Staples Select Sector SPDR Fund

XLP is drawing attention amid a rotation toward defensive consumer-staples stocks as technology weakens, with traders also highlighting a rebound from technical support and a push back toward recent highs. The tone is broadly bullish, though some caution that momentum is contracting and the sectors sharp run may be stretched.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

Attention centers on ImmunityBios upcoming Q3 results and expected November topline data from the Phase 3 QUILT-2.005 trial of ANKTIVA plus BCG in BCG-naive bladder cancer; the company has said the trial database is locked and an sBLA submission is planned for Q4. Bulls see the results and commercial growth as potential catalysts, while more cautious traders point to recent share-price weakness, competition, and uncertainty around execution; claims of short-driven suppression or a squeeze remain speculation.

Okta, Inc. engages in the provision of an identity management platform for enterprises. The firm operates through the following geographical segments: United States and International. Its products include single sign-on, multi-factor authentication, access gateway, API access management, authentication, adaptive MFA and lifecycle management. The company was founded by Todd McKinnon and J. Frederic Kerrest in 2009 and is headquartered in San Francisco, CA.

Okta Inc - Ordinary Shares - Class A

Okta Inc

Oktas S&P 500 inclusion and strong earnings have drawn attention, alongside expectations that AI-agent adoption will increase demand for identity security. Traders see potential index-fund buying but debate whether the sharp run-up leaves the stock vulnerable to profit-taking, citing valuation concerns.

Stellar (XLM) is a cryptocurrency launched in 2014. Stellar has a current supply of 50,001,786,837.39707 with 35,251,444,473.510925 in circulation. The last known price of Stellar is 0.16965209 USD and is down -0.50 over the last 24 hours. It is currently trading on 848 active market(s) with $69,462,156.70 traded over the last 24 hours. More information can be found at https://www.stellar.org.

Stellar Lumens

Persistent selling and difficulty holding rebounds dominate discussion, with many traders blaming broader crypto weakness and expressing frustration over XLMs lagging price. Bulls point to Stellars institutional tokenization developments, including DTCC-related plans, while skeptics argue that adoption may not translate into token demand without stronger tokenomics.

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 77,397.34014094 USD and is up 0.28 over the last 24 hours. It is currently trading on 12773 active market(s) with $12,152,377,915.37 traded over the last 24 hours. More information can be found at https://bitcoin.org/.

Bitcoin

Bitcoin discussion is centered on the major Binance hack and the exchanges paused, phased resumption of withdrawals, with claims that most affected assets have been replenished easing some concern. Traders remain divided: bulls point to Bitcoin holding up and see a buying opportunity, while bears warn that shaken exchange trust and potential withdrawals could add selling pressure.

ProShares Trust II - ProShares Ultra Bloomberg Natural Gas 2x Shares

ProShares Ultra Bloomberg Natural Gas

BOIL is drawing attention as natural-gas weakness and repeated lows collide with speculation about winter weather and storage: many traders cite mild or El Nio-influenced forecasts, ample supply, and bearish storage builds, while bulls look for a cold snap or seasonal rebound. The debate also centers on BOILs daily leverage, futures rolls, and decay, which traders warn can amplify losses even if natural-gas prices recover.

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Ethereum

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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

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ETFs to Watch as Tesla Sees Worst Weekly Slump Post Q2 Earnings Miss 

Tesla's post-earnings slump is likely to prompt some investors to consider diversified ETFs over direct exposure to the stock amid ongoing margin concerns.

Meta’s Latest AI Data Center Debt Raise Could Reportedly Cost More Than Its 2025 Record Deal

Equity

According to a Financial Times report, investors want yields above 7%, roughly 0.4 percentage points higher than Meta paid during its previous record $27 billion financing.

Worried About Tesla's 7% Slump Post Solid Q2 Deliveries? Grab These ETFs

TSLA's shares slide 7.5% even after record Q2 deliveries, but ETFs may offer a diversified way to capture its long-term robotics potential.

ETFs to Watch as Tesla Shares Slump Despite Q1 Earnings Beat 

TSLA slides despite a Q1 earnings beat as a $5B capex hike tied to AI and Robotaxi ambitions rattles sentiment, pushing investors toward ETF consideration.

ETFs in Spotlight as Tesla Tops Q4 Earnings, Dips on Revenue Miss

ETFs move into focus after Tesla beats on Q4 EPS but misses on revenues, sending shares lower despite record energy storage and heavy AI spending plans.

Direxion Shares ETF Trust - Direxion Daily Magnificent 7 Bull 2X ETF

Bearish Sentiment

<ul class="summary-bullets"><li>Meta Platforms is reportedly preparing to raise $12 billion through a BlackRock-backed special-purpose vehicle to fund a nearly one-gigawatt data center in Texas.</li><li>The higher borrowing cost could add tens of millions of dollars in annual interest expense.</li><li>Meta joins Alphabet, Amazon, Microsoft and Oracle in tapping debt markets to fund record AI capital spending.</li></ul>Mark Zuckerberg-led Meta Platforms (META) edged lower in pre-market trade on Friday, after a report by The Financial Times suggested that the tech giant known for platforms like Facebook, Instagram and WhatsApp could face higher borrowing costs to fund its aggressive artificial intelligence infrastructure buildout.According to the report, bond investors are demanding higher yields on Meta's latest data center financing than they did just nine months ago. The report follows news earlier this week that Meta is preparing to raise $12 billion through a special-purpose vehicle backed by BlackRock (BLK) to finance a nearly one-gigawatt data center in El Paso, Texas.It stated that early discussions indicate investors are seeking yields above 7%, roughly 0.4 percentage points higher than the company secured during its record $27 billion "Hyperion" financing completed last October. Pricing could still change before the deal launches, which is expected as early as next week, the report stated.<a href="https://stocktwits.com/symbol/META">META’s stock</a> edged 0.6% lower in pre-market trade. On Stocktwits, retail sentiment around the company remained in ‘bearish’ territory over the past day.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_07_24_064657_png_27e76f6338.webp" alt="Screenshot 2026-07-24 064657.png" width="1270" height="684"><figcaption>META stock retail sentiment on July 25 as of 6:30 a.m. ET | Source: Stocktwits&nbsp;</figcaption></figure><h2 class="st-heading-2">Meta's Next AI Financing Could Cost More</h2>Meta's financing comes at a time when the biggest cloud and internet companies continue to pour record amounts into AI infrastructure and are increasingly turning to debt markets."When you're selling tens of billions of bonds, even a 0.1-percentage-point increase in costs would lead to tens of millions of additional interest expenses every year," one credit investor focused on investment-grade debt&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/822628c5-4f9c-47db-bd27-f3ad7f841700?syn-25a6b1a6=1">told</a> the Financial Times. "It's very significant in the high-grade market."&nbsp;A 0.4 percentage-point increase may appear modest, but it carries meaningful implications for transactions of this size. Applied to a $12 billion offering, the higher yield could translate into tens of millions of dollars in additional annual interest expense.The new vehicle, Sopaipilla Investor, will hold an 80% stake in the Texas project, with Meta owning the remaining 20%. The bonds will mature in 2048 and are backed by Meta's 20-year lease commitment beginning in 2028. The agreement also includes renewal options every four years and significant penalties if Meta exits the project early.<h2 class="st-heading-2">AI Infrastructure Spending Keeps Climbing</h2>Meta is far from the only technology company relying on debt markets to fund AI expansion. In February, Alphabet (GOOGL) issued $20 billion of bonds, including a rare 100-year sterling bond, to help finance its expanding AI infrastructure plans. The company has since&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/googl-drops-nearly-5-after-hours-alphabet-hikes-2026-capex-spending/cZZmuo0R7Dt">raised its 2026 capital expenditure guidance</a> to $195 billion to $205 billion, up from its previous range of $180 billion to $190 billion.Capital spending during Alphabet's June quarter doubled from a year earlier to $44.9 billion, bringing total spending for the year to nearly $78.6 billion.Combined, Alphabet, Amazon (AMZN), Meta Platforms, Microsoft (MSFT) and Oracle (ORCL) issued approximately $121 billion of bonds during 2025, compared with roughly $40 billion in 2020. Morgan Stanley expects global AI-related debt issuance to reach around $570 billion in 2026. About $236 billion had already been priced by the end of May, roughly four times the pace seen a year earlier.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260724_064717610_png_c306542f55.webp" alt="koyfin_20260724_064717610.png" width="2400" height="1240"><figcaption>META stock performance over the last 12 months. | Source: Koyfin</figcaption></figure>META’s stock has fallen over 8% this year, and is down more than 15% in the last 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tsla-googl-stocks-lead-mag-7-biggest-single-day-loss-this-year/cZZnvDSR7UW">TSLA, GOOGL Stocks Lead 'Magnificent Seven' Rout – MAGS ETF On Track For Biggest Single-Day Loss This Year</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

The Meta logo is displayed on a smartphone screen placed on a reflective surface onto which the Meta AI logo is projected. (Photo by Samuel Boivin/NurPhoto via Getty Images)

Mark Zuckerberg-led Meta Platforms (META) edged lower in pre-market trade on Friday, after a report by The Financial Times suggested that the tech giant known for platforms like Facebook, Instagram and WhatsApp could face higher borrowing costs to fund it

Roundhill Magnificent Seven ETF

Direxion Daily Concentrated Qs Bull 2X Shares

Communication Services Select Sector SPDR Fund

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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