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CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

A quarterly earnings beat, raised outlook and record AI-compute backlogalongside managements emphasis on customer prepayments and contract-backed financingsparked an after-hours rebound and widespread short-squeeze chatter. Bulls see strong demand and improved financing prospects, while skeptics remain concerned about heavy debt, interest costs, capital spending and the path to sustained cash flow.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidias selloff is centered on governance and national-security concerns surrounding CEO Jensen Huangs relationship with a customer suspected of ties to Chinese intelligence, with traders debating whether the investigation and China chip-export questions could threaten his leadership or the business. Others see the drop as an overreaction and are buying the dip, while looking to the upcoming earnings report for a business-focused counterpoint.

Autonomi (ANT) is a cryptocurrency launched in 2025and operates on the Arbitrum platform. Autonomi has a current supply of 1,200,000,000 with 346,011,579 in circulation. The last known price of Autonomi is 0.03102024 USD and is up 12.83 over the last 24 hours. It is currently trading on 15 active market(s) with $148,822.58 traded over the last 24 hours. More information can be found at https://autonomi.com.

Aragon

Attention is heavily muddied by Anthropic IPO chatter mistakenly tagged to Aragons ANT token. The Aragon-specific discussion centers on the projects dissolution and completed token-redemption initiative, with holders unsure about conversion or exchange availability; other posts are mostly speculative trading reactions.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlists Q3 results and conference call are driving attention, with traders debating the shift to recurring Samsung and Micron licensing revenue and the stronger balance sheet against an apparent estimates miss caused partly by amortizing Samsungs upfront fee over the agreement term. Bullish traders point to higher expected Q4 revenue, while skeptics cite lower product sales and the lack of a confirmed SK Hynix deal or Nasdaq uplisting.

NextNav, Inc. engages in development of positioning, navigation, and timing solutions. Its products include NextNav Pinnacle, NextNav 3D, and NextNav TerraPoiNT. The company was founded by Ganesh Pattabiraman and Arun Raghupathy in May 2021 and is headquartered in Reston, VA.

NextNav Inc

NextNavs Q3 earnings report and conference call are driving immediate discussion, with traders noting an EPS beat but reacting to the share-price decline and debating whether the call offered meaningful progress. Many see the pending FCC rulemaking on the companys spectrum as the more important catalyst, while the bullish SpaceX-related thesis remains speculative and others point to regulatory delays and downside risk.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

INFQ is drawing attention ahead of its quarterly report, with traders looking for revenue, guidance and commercialization updates that could set it apart from other quantum companies. Optimism about its products and technical progress is countered by concerns over weak price action and volatility alongside the broader quantum and tech sectors.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zetas strong quarterly earnings beat and raised guidance have driven attention, with traders citing accelerating growth, improving profitability and analyst upgrades as support for the rally. The reaction is split between bulls expecting momentum to continue and skeptics focused on volatile post-earnings trading and resistance near recent levels.

Cameco Corp. engages in the provision of uranium. It operates through the following segments: Uranium and Fuel Services. The Uranium segment is involved in the exploration for, mining, milling, purchase, and sale of uranium concentrate. The Fuel Services segment deals with the refining, conversion, and fabrication of uranium concentrate and the purchase and sale of conversion services. The company was founded in 1988 and is headquartered in Saskatoon, Canada.

Cameco Corp.

Camecos weaker-than-expected quarterly update and narrowed production outlook, amid Cigar Lake operating setbacks, are driving a sharp selloff and bearish discussion about further downside. Some traders see the decline as an opportunity, arguing that firm uranium-market fundamentals and longer-term nuclear demand remain intact.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Labs quarterly resultsstrong revenue and backlog growth but a wider-than-expected loss and Neutrons first launch pushed to 2027are driving the discussion. Traders are split between viewing the demand and backlog as evidence of growth and worrying about execution delays, ongoing losses, and dilution; shares have rebounded after the initial post-earnings selloff.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Anthropics new Claude workplace tools, including a spreadsheet product positioned against Excel, have raised concerns that Microsofts Office and Copilot franchises face stronger competition. Traders debate whether the threat is material or overstated given Microsofts entrenched enterprise ecosystem.

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New Dividend Growth ETF Enters the Market

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Dividend Equity ETF (SCHD) Touches New 52-Week High

SCHD hits a new 52-week high, climbing 37.1% from its low as investors favor defensive dividend stocks. Can strong fundamentals fuel further gains?   

SCHD: Large Inflows Detected at ETF

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Schwab US Dividend Equity ETF (Symbol: SCHD) where we have detected an approximate $687.9 million dollar inflow -- that's a 0.6% increase week over w...

Ford Outlook Lifted To Stable By S&P On Cost Efficiency, EV Plans After Q3 Profit Beat

Equity

For the full year, S&P expects Ford to report margins of 5.7%, rising to 7.3% in 2027 and 7.8% in 2028.


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BMY Stock Falls 2% After Patient Death In Early Multiple Sclerosis CAR T Trial

The death of the patient with highly active relapsing MS occurred after the study’s data cutoff.


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Schwab Strategic Trust - Schwab US Dividend Equity ETF

Neutral Sentiment

<ul class="summary-bullets"><li>The firm expects Ford to maintain adjusted core profit margins of 7-8% for the next few years.&nbsp;</li><li>The scaling of its midsize EV platform is also expected to aid margin improvement in 2028.</li><li>Ford reported adjusted earnings of $0.49 per share for the third quarter, ahead of Wall Street estimates of $0.40, and lifted the bottom of its full-year adjusted profit guidance to $10.5–11 billion from $10–11 billion.</li></ul>S&amp;P Global Ratings on Tuesday revised the outlook on Ford Motor Co. (F) and its finance arm to stable from negative, while expressing confidence that the automaker can control costs and maintain solid profits, as shown in its latest quarterly results and raised full-year forecast.The firm noted that Ford has cut costs for materials and warranty and offset higher commodity costs with improved pricing and mix, which it expects to be sustainable and help improve margins and stabilize free cash flow, when coupled with volume growth.“The stable outlook reflects our expectation that Ford’s structural cost reductions, declining losses in electric vehicles (EV), and strong profits from pickups and SUVs will offset inflationary pressures, tariffs, and supply chain volatility,” S&amp;P said.For the full year, the firm expects Ford to report margins of 5.7%, rising to 7.3% in 2027 and 7.8% in 2028, thanks to supply chain issues easing as supplier Novelis resumes normal operations after fires at its New York plant last year, lower EV restructuring charges, and increasing software sales.The firm also expects commodity prices to ease with the easing of the US-Iran war. If commodity prices continue to stay elevated, the firm believes Ford would still have options to mitigate them. The scaling of its midsize EV platform is also expected to aid margin improvement in 2028. The first vehicle based on the platform, the Fathom pickup truck, is expected to launch in 2027.“We think Ford has invested adequately in EVs, but risk remains that it falls behind foreign competitors, notably Chinese automakers. The success of its universal EV platform and ability to drive reasonable volumes will likely determine Ford’s ability to compete effectively,” S&amp;P said.The firm expects Ford to maintain adjusted core profit margins of 7-8% for the next few years.<h2 class="st-heading-2">Ford Q3 Earnings And Revised Outlook</h2>Ford reported adjusted earnings of $0.49 per share for the third quarter, ahead of Wall Street estimates of $0.40, and lifted the bottom of its full-year adjusted profit guidance to $10.5–11 billion from $10–11 billion while holding free-cash-flow expectations at $6–7 billion. Gains were driven by favorable product mix, particularly in trucks and SUVs, plus stronger results at Ford Credit.Electric-vehicle losses for the full year 2026 are estimated at around $4 billion. Ford further expects 2027 profits to stay roughly in line with 2026 levels and continues aiming for stronger margins by 2029 through cost controls and growth beyond vehicle sales.<h2 class="st-heading-2">How Did Ford Retail Traders React?</h2>On Stocktwits, retail sentiment around <a class="mention" data-mention="$F" data-symbol-id="F" href="https://stocktwits.com/symbol/F" target="_blank">F stock</a> jumped from 'bearish' to 'neutral' territory over the past 24 hours, while message volume increased from 'normal' to 'high' levels. According to the platform’s internal data, retail chatter around the stock has risen 340% in the past 30 days.F stock has dropped 6% year-to-date.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/meta-reportedly-plans-to-raise-20-b-from-its-cross-border-bond-sales-including-debut-euro-offering/cNGXBv7R9d2">Meta Reportedly Plans To Raise $20B From Its Cross-Border Bond Sales, Including Debut Euro Offering</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Ford brand logo can be seen on October 29, 2026, at one of the manufacturer's dealerships in Munich (Bavaria, Germany).  (Photo by Matthias Balk/picture alliance via Getty Images)

For the full year, S&P expects Ford to report margins of 5.7%, rising to 7.3% in 2027 and 7.8% in 2028.

Ford Motor Co

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Yes, by year-end

Yes, but not this year

No, he stays as CEO

He steps down on his own

Do you think Jensen Huang will be removed as Nvidia’s ($NVDA) CEO?

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