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Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Democratic gains in the midterms and the resulting political setback for Trump are the dominant focus, with traders linking the selloff in Trump Media to concerns about a weakened presidency, congressional gridlock, and potential investigations. The discussion is overwhelmingly bearish, though a few traders argue for buying the dip or a short squeeze.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micros strong quarterly results and raised outlook have drawn attention, but traders are frustrated that the stock sold off despite the news. The debate centers on whether concerns about data-center regulation after the midterms, thin margins, customer concentration and cash conversion outweigh the AI-server growth story; some view the decline as an overreaction, while others question managements credibility and execution.

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

Micron is caught in a sharp semiconductor selloff as traders fear that Democrats election gains could bring tighter data-center rules or slow AI infrastructure spending, weakening future memory demand. Bulls call the reaction an overblown market rotation and point to persistent AI-driven memory demand, while bears see risks to data-center investment and a cyclical memory downturn.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is under pressure amid election-related fears that tighter Texas and data-center rules could slow AI infrastructure expansion, alongside uncertainty ahead of earnings. Traders debate whether those risks outweigh the value of its existing power and data-center buildout, with some also pointing to a Microsoft contract as a potential cushion.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Fears that a Democratic win in Texas could slow or restrict data-center approvals have driven a sharp selloff in CIFR and other AI-infrastructure stocks. Bears warn that delays could threaten future growth, while bulls argue signed leases and projects already underway are less exposed and that AI demand remains intact.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apples sharp rebound after its earnings-related selloff is driving attention, with traders describing a return to highs and debating whether a post-election rotation into mega-cap safe haven stocks and a short squeeze are behind the move. Bulls point to resilient demand and buying the dip, while skeptics question the rally given margin pressure from rising memory costs and Apples valuation.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is caught in a sharp memory-stock selloff as traders worry that election-related uncertainty could slow U.S. data-center expansion and weaken future AI memory demand, despite strong results and supply-shortage arguments. The community is split between viewing the decline as a buying opportunity ahead of the stock split and seeing it as a warning that the AI-memory trade has run too far or may face a cyclical downturn.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMDs strong quarterly results and upbeat data-center outlook have been overshadowed by a sharp reversal that erased much of its post-earnings gain. Traders debate whether election-related worries about data-center restrictions and AI spending, valuation concerns, or profit-taking drove the fade; bulls view the pullback as an overreaction to the companys growth outlook.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

UBER is drawing attention after Q3 results showed strong bookings growth and improving profitability, prompting a sharp rally. Traders are broadly bullish on the operating performance, while some question the softer Q4 outlook and weakness in Mobility revenue amid driver-supply concerns.

Vistra Corp. is a holding company, which engages in the provision of electricity and power generation. It operates through the following segments: Retail, Texas, East, West, and Asset Closure. The Retail segment includes sale of electricity and natural gas to residential, commercial, and industrial customers. The Texas and East segments are involved in electricity generation, wholesale energy sales and purchases, commodity risk management activities, fuel production and fuel logistics management. The West segment represents the company's electricity generation operations in CAISO. The Asset Closure segment refers to the decommissioning and reclamation of retired plants and mines. The company was founded in 1882 and is headquartered in Irving, TX.

Vistra Corp

Vistra is under heavy selling pressure after traders cited a KeyBanc downgrade tied to concerns that Texass Democratic election results could bring tighter data-center and energy-policy rules; the shares are also being discussed as part of a broader pullback in AI-power stocks. The community is split between viewing the move as an overreaction and buying opportunity, and worrying that political uncertainty could weigh on growth.

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Sezzle Set to Report Q3 Earnings: What's in Store for the Stock?

Sezzle is set to report Q3 earnings, with strong subscriber growth and higher transaction volumes fueling optimism despite credit-loss and revenue yield headwinds.

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PayPal's Q3 Earnings Beat, Transaction Revenues & TPV Rises Y/Y

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Sezzle Inc. (SEZL) Reports Next Week: Wall Street Expects Earnings Growth

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FIS Stock Trades at a Discount: Should Investors Hold or Buy?

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SOFI, AFRM, COF, KLAR, SEZL: Which Consumer Finance Stocks Does Wall Street Like Best Ahead Of Q3 Earnings? 

Equity

TD Cowen analyst Moshe Orenbuch named Capital One and Affirm among its top consumer finance picks.

How Is Affirm Card Reshaping AFRM's Direct-to-Consumer Growth?

AFRM Card is expanding AFRM's direct-to-consumer reach, boosting engagement and transactions while creating room for further adoption.

Sezzle Inc. operates as a technology-enabled payments company in the United States and Canada. The company offers Sezzle Platform that provides a payments solution for consumers that extends credit at the point-of-sale allowing consumers to purchase and receive the ordered merchandise at the time of sale while paying in installments over time; Pay-in-Four, which allows consumers to pay a fourth of the purchase price up front and then another fourth of the purchase price every two weeks thereafter over a total of six weeks; Pay-in-Full that allows consumers to pay for the full value of their order up-front through the Sezzle Platform without the extension of credit; Pay-in-five which allows eligible consumers to pay a fifth of the purchase price up front, and then another four installments every two weeks; Pay-in-Two, which allow consumer to pay half of the value of their order up-front and the second half in two weeks; and other alternative installment options. It also provides Sezzle Virtual Card that allows consumers to access the Sezzle Platform in the form of merchants in-store and online with merchants that are not directly integrated with Sezzle; Sezzle Anywhere, a paid subscription service that allows consumers to use their Sezzle Virtual Card at any merchant online or in-store; Sezzle On-Demand, a service that allows consumers who are not subscribed to Sezzle Anywhere to use the Sezzle Platform at any merchant online or in-store; Sezzle Premium, a paid subscription service that allows its consumers to access large, non-integrated premium merchants; Sezzle Balance, a stored-value product that allows consumers to maintain funds in Sezzle account for use toward eligible purchases or make payments on the Sezzle Platform; and Sezzle Up, an opt-in feature of the Sezzle Platform. In addition, the company offers Long-Term Lending through collaboration with third-party lenders. Sezzle Inc. was incorporated in 2016 and is headquartered in Minneapolis, Minnesota.

Sezzle Inc.

Neutral Sentiment

<ul class="summary-bullets"><li>The firm lowered the price targets on SoFi Technologies, Affirm Holdings, Capital One Financial, Klarna, and Sezzle as part of a third-quarter earnings preview.&nbsp;</li><li>This year, the best-performing stock of the lot has been Sezzle, with shares gaining more than 77% since the start of 2026.</li><li>Apart from SEZL stock, Affirm is the only other company among its peers that has posted positive returns of 0.6% this year.</li></ul><p>Shares of consumer finance companies are in focus ahead of the third-quarter earnings season slated to begin next week.&nbsp;</p><p><a href="https://stocktwits.com/symbol/SOFI">SoFi Technologies Inc. (SOFI)</a>,&nbsp;<a href="https://stocktwits.com/symbol/AFRM">Affirm Holdings Inc. (AFRM)</a>,&nbsp;<a href="https://stocktwits.com/symbol/COF">Capital One Financial Corp. (COF)</a>,&nbsp;<a href="https://stocktwits.com/symbol/KLAR">Klarna Group PLC (KLAR)</a> and&nbsp;<a href="https://stocktwits.com/symbol/SEZL">Sezzle Inc. (SEZL)</a> garnered attention on Wall Street after TD Cowen revised its price targets on the companies.&nbsp;</p><h2 class="st-heading-2">SOFI, AFRM, COF, KLAR, SEZL: TD Cowen Lowers Targets</h2><p>TD Cowen analyst Moshe Orenbuch lowered the price target on SoFi Technologies to $17.50 from $18 and maintained a ‘Hold’ rating on the shares, implying an upside of about 11% from its last close.&nbsp;</p><p>According to The Fly, the firm said that it had adjusted targets in the consumer finance group as part of a third-quarter earnings preview.&nbsp;</p><p>The analyst also revised the price target on Affirm to $110 from $124 and kept a ‘Buy’ rating on the shares, implying an upside of nearly 47% from its last close.&nbsp;</p><p>On Capital One, the analyst revised its target to $242 from $253 with a ‘Buy’ rating on the shares, on Klarna to $16 from $18 with a ‘Hold’ rating on the shares, and on Sezzle, to $160 from $165 with a ‘Buy’ rating.</p><p>Orenbuch named Capital One and Affirm among its top consumer finance picks.&nbsp;</p><h2 class="st-heading-2">What Is Wall Street’s Stance On The Consumer Finance Firms?</h2><p>Tabulated below are the 12-month average price targets for the consumer finance firms SoFi Technologies, Affirm Holdings, Capital One Financial, Klarna, and Sezzle, according to data from Koyfin:</p><div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col></colgroup><tbody><tr><td><strong>Company Ticker</strong></td><td><strong>12-Month Average Price Target</strong></td><td><strong>Upside/ Downside From Last Close</strong></td></tr><tr><td>SOFI</td><td>$20.33</td><td>+29%</td></tr><tr><td>AFRM</td><td>$98.66</td><td>+31.75%</td></tr><tr><td>COF</td><td>$257.19</td><td>+31.34%</td></tr><tr><td>KLAR</td><td>$19.54</td><td>+47.46%</td></tr><tr><td>SEZL</td><td>$167.17</td><td>+48.14%</td></tr></tbody></table></figure></div><h2 class="st-heading-2">How Have The Consumer Finance Stocks Performed In 2026?</h2><p>This year, the best-performing stock of the lot has been Sezzle, with shares gaining more than 77% since the start of 2026. The Minneapolis, Minnesota-headquartered firm has surged amid growing profitability, upgraded financial guidance, and major funding updates.</p><p>Apart from SEZL stock, Affirm is the only other company among its peers that has posted positive returns of 0.6% this year.&nbsp;</p><figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261007_110558879_4ba7240ba9.png" alt="koyfin_20261007_110558879.png" width="2400" height="1500"></figure><p>The other firms on the list have posted negative returns in 2026. Meanwhile, the&nbsp;<a href="https://stocktwits.com/symbol/XLF">Financial Select Sector SPDR Fund (XLF)</a> has slipped 0.18% this year.&nbsp;</p><h2 class="st-heading-2">SOFI, AFRM, COF, KLAR, SEZL: Retail Stance</h2><p>On Stocktwits, retail sentiment around SOFI stock improved from ‘bearish’ to ‘neutral’ over 24 hours. Meanwhile, sentiment around AFRM stock, COF stock, KLAR stock and SEZL stock was ‘bearish’ at the time of writing.&nbsp;</p><p>The retail sentiment on XLF was ‘extremely bullish’ at the time of writing.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

 Generic lady in a long skirt sitting at a bus stop with her shopping in paper bags as Autumn leaves pass her by, 18 March 2002. AFR Picture by ERIN JONASSON (Photo by Fairfax Media via Getty Images via Getty Images)

SOFI, AFRM, COF, KLAR, SEZL: Which Consumer Finance Stocks Does Wall Street Like Best Ahead Of Q3 Earnings?

Affirm Holdings Inc

Capital One Financial Corp.

Klarna Group plc

SoFi Technologies Inc

Financial Select Sector SPDR Fund

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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.

Current Price	$135.48
Prev Close	$122.43
Open	$124.95
Dividend Yield	0.00%
50-Day Moving Average	$121.03
Beta	2.79
Avg. Volume	466,886.39
PE Ratio	26.62

52-Week High	$195.71
52-Week Low	$49.50
Market Capitalization	$4.14B
EPS (Annual)	$3.72
Price to Book	17.69
Revenue Per Employee	$2.24M

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