SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Microns record quarter and stronger guidance, alongside managements view that AI-driven memory supply will remain tight through 2028, have fueled debate about the durability of the upcycle. Traders are bullish on demand and analyst upgrades, but many are puzzled by the muted or negative share reaction and cite priced-in expectations, margin and spending concerns, rising yields, and the risk of a cyclical peak.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovins selloff is drawing attention after Wells Fargo questioned whether a spike in Pixel installs reflects meaningful e-commerce adoption, saying many new storefronts had little measurable traffic. Bulls view the analysis as an overreaction and see the shares as undervalued, while bears worry about slower growth, competition and litigation.

Corteva, Inc. is a global pure-play agriculture company that combines innovative technologies, high-touch customer engagement and operational execution to profitably deliver solutions for the world's most pressing agriculture challenges. It generates advantaged market preference through its unique distribution strategy, together with its balanced and globally diverse mix of seed, crop protection, and digital products and services. The company leverages recognized agricultural brands and a robust technology pipeline to maximize productivity for farmers while working with stakeholders throughout the food system to fulfill its promise of enriching the lives of those who produce and those who consume, ensuring progress for generations to come. Corteva was founded in 1802 and is headquartered in Indianapolis, IN.

Corteva Inc

Cortevas completed Vylor seed-and-genetics spinoff has left CTVA as a standalone crop-protection business, prompting confusion over the sharp share-price reset and how to value the separated companies. Traders disagree on whether post-spin selling has made CTVA undervalued or whether much of the former companys value moved to Vylor, with some also raising concerns about liabilities.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

UPST is drawing attention for its persistent selloff and repeated tests of yearly lows, with traders pointing to rising yields, rate-hike and inflation concerns, and the companys debt and funding needs as headwinds. Some bulls cite the CEOs share purchase, improving operations, and the planned bank charter as reasons for optimism, but the dominant reaction is bearish and debate centers on whether the decline has found support.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nikes upcoming fiscal Q1 results and guidance dominate discussion as the stock sits near multi-year lows and short interest is reportedly at a record. Bulls see room for a turnaround or short-covering rally if results or outlook improve, while bears expect weak demand and China pressures to prolong the decline.

Accenture is a global professional services company that helps the world’s businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services, creating tangible value at speed and scale. The firm combines technology and leadership in cloud, data and AI with industry experience, functional expertise and global delivery capability. Its services include Strategy & Consulting, Technology, Operations, Industry X, and Song. It operates through the following geographical segments: North America, EMEA, and Growth Markets. The company was founded in 1989 and is headquartered in Dublin, Ireland.

Accenture plc - Ordinary Shares - Class A

Accentures quarterly earnings beat and record annual bookings sparked a sharp rally, with traders viewing the results as evidence that consulting demand is holding up despite AI-disruption concerns. Some see the report as weakening the bear case, while others argue the rally may be excessive given the modest growth outlook and ongoing risk that AI pressures traditional consulting work.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLakes BLA submission for sonelokimab in hidradenitis suppurativa is the main focus, with traders noting that the filing has not produced the hoped-for rally and awaiting the FDAs review decision and timeline. Some see the submission as reducing regulatory uncertainty, while others remain bearish amid concerns about prior clinical results, dilution, and managements plans to commercialize independently.

Spdr Dow Jones Industrial Average ETF Trust - Spdr Dow Jones Industrial Average ETF Trust

Rising Treasury yields and expectations of further Fed rate hikes are weighing on the Dow, with traders also watching elevated oil prices and Iran-related risks. The discussion is split between bearish warnings of broader market weakness and traders looking to buy the pullback, while some note the Dow lagging tech-heavy indexes.

Unusual Machines, Inc. is a development stage technology company, which engages in the provision of drone solutions with a focus on first-person view (FPV) technology. It offers products to entertainment, recreation, and competitive racing industries. The company was founded on July 11, 2019, and is headquartered in Orlando, FL.

Unusual Machines Inc

The Pentagons planned Autonomous Warfare Command and broader push for autonomous drones have renewed interest in drone suppliers such as UMAC, with traders speculating about future procurement and funding. That optimism is tempered by frustration over UMACs sharp decline and the lack of a specific contract announcement for the company.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Renewed enthusiasm for AI data-center photonics and optical-interconnect demand, reinforced by Lumentums strong results and upbeat outlook, is driving the discussion and strength across optical stocks. Traders are split between bullish momentum and short-squeeze hopes and concerns about stretched valuation, contributing to sharp volatility.

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.

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 
 


 has invited you to join Stocktwits

GPUS Stock Slips After Hyperscale Data Carves Out Bitcoin Mining Business Into New Unit

Equity

Hyperscale Data management said Bitcoin mining and AI infrastructure require different capital strategies and priorities.

Nakamoto CEO David Bailey Says Bitcoin’s Corporate Turn Isn’t A ‘Betrayal’ – Eyes Bigger Push Into M&A 

David Bailey said Bitcoin’s corporate adoption is a part of its wider growth, as Nakamoto shifts toward M&A and cash-generating businesses.

Gemini Moves Deeper Into Prediction Markets With Exclusive Apex Crypto Deal 

Exclusivity applies only to crypto contracts, leaving Apex free to work with Gemini on sports, economics, and financial-market contracts on a non-exclusive basis.

GEMI Stock Plunges To Record Low – Wall Street Price Target Cuts Leave Shares Down 90% From IPO

Goldman Sachs was the most bearish, pointing to market share losses, lower profitability and muted trading activity. 


Gemini And MoonPay Clash Over Leaked Messages Months After Exchange’s International Exit 

The dispute comes as Gemini faces pressure from investors, with Truist cutting its price target and the company continuing its post-restructuring focus on the US market

Galaxy Digital Executives Calls GLXY Stock Undervalued, Pointing To $65M Buyback And Helios Power Ramp

CEO Mike Novogratz said passage of the CLARITY Act could drive a wave of traditional-finance participation in crypto markets.

Why GPUS Stock Is Rallying: Hyperscale Data Lands Up To $3 Billion AI Infrastructure Deal

The signed deal marks a turning point for the company, shifting its Michigan campus away from Bitcoin mining toward AI computing.


Bitcoin Price Outlook: Why BTC Is Struggling Under The New Fed Regime

Cryptocurrency

A hawkish hold from new Fed Chair Kevin Warsh has left Bitcoin trailing stocks and gold in freefall. Wall Street is split on whether the largest cryptocurrency will rebound or bleed further.


Exclusive: Sharplink CEO Says Ethereum's Quantum And Cultural Edge Over Bitcoin Is The Moat Rivals 'Cannot Fork'

Sharplink CEO Chalom explained that Ethereum's edge is cultural and can't be copied.


Another Bitcoin Miner Is Pivoting Fully To AI: Hyperscale Data Sees $2.5 Billion Opportunity In Michigan Campus

Hyperscale Data's Alliance Cloud Services nears a one billion dollar AI deal that would end Bitcoin mining at its Michigan campus.

Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Crypto Economy ETF

Neutral 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.

Feed

News

Sentiment

Fundamentals

Info

SATO Invesco Alerian Galaxy Crypto Economy ETF

Fundamentals

Latest SATO News