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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.

Political uncertainty ahead of the midterm elections and debate over the Iran conflict dominate discussion, with traders linking war and cost-of-living concerns to market pressure and DJTs decline. Bearish views prevail, though some speculate a peace deal or Republican win could improve sentiment.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as traders react to Iran-related tensions and reported threats to oil shipments through the Strait of Hormuz, which have fueled concerns about supply disruptions and supported crude prices. Bulls see further risk from possible escalation and depleted reserves, while bears expect a sharp pullback if negotiations produce a deal or tensions ease.

AbCellera Biologics, Inc. engages in the development of therapeutic antibodies. It offers antibody discovery platform that searches, decodes and analyzes natural immune systems to find antibodies that can be developed to prevent and treat disease. The company was founded by Carl Lars G. Hensen, Kathleen Lisaingo, Kevin Heyries, Véronique Lecault and Daniel Da Costa on November 8, 2012 and is headquartered in Vancouver, Canada.

AbCellera Biologics Inc

Attention centers on ABCL635, AbCelleras antibody for menopausal hot flashes: traders are discussing its positive Phase 2 results and additional conference data while watching for longer-term durability results and clarity on a Phase 3 path. Bulls view the program as validation of AbCelleras pipeline, while skeptics say the latest presentation added little beyond known results and want more concrete clinical updates.

Select Sector SPDR Trust (The) - State Street Energy Select Sector SPDR ETF

Energy Select Sector SPDR Fund

Traders are focused on the Iran conflict, Strait of Hormuz shipping risks and reported attacks on energy infrastructure, with concerns about disrupted oil and fuel supply supporting interest in energy stocks. The community is split between those expecting further gains if tensions persist and those warning that diplomacy, easing supply fears or profit-taking could reverse the rally.

ProShares Trust II - ProShares Ultra Bloomberg Crude Oil 2x Shares

ProShares Ultra Bloomberg Crude Oil

Hopes for U.S.-Iran de-escalation are weighing on crude prices and UCO, while persistent concerns about Strait of Hormuz disruptions and constrained supply keep some traders bullish. The community is debating whether diplomacy will ease the oil-risk premium or whether renewed conflict will sustain sharp swings.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Reports of advanced talks to acquire Lumentum have driven attention, with traders worried the large deal could require substantial share dilution or debt and weigh on Marvell. Some see strategic value in combining Marvells AI networking chips with Lumentums optical technology, but the talks remain unconfirmed and the market reaction has been sharply negative.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Metas negative S&P outlook, tied to heavy AI infrastructure spending and uncertainty about free cash flow, is driving concern alongside fears that planned stock sales could dilute shareholders. Traders debate whether strong advertising growth and potential AI monetization can justify the investment, with some viewing the selloff as a buying opportunity.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantirs upcoming Q3 report is the dominant focus, with traders debating whether strong results and raised guidance can clear an already high bar as AI stocks face a broader pullback. Bulls expect continued growth, while skeptics warn that a beat may not prevent selling given the stocks lofty valuation and risk-off sentiment.

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 hopes for a winter-weather rebound. Traders disagree over whether colder forecasts and tighter storage could spark a bounce, while others point to mild-weather expectations, ample supply, and the ETFs leverage and futures-roll decay as risks.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

A breakout to a 52-week high has fueled buyout speculationoften centered on Sanofiand hopes for a short squeeze, with traders also pointing to heavy call-option activity. BRIUMVIs commercial growth and forthcoming earnings and subcutaneous data add to the optimism, while some traders doubt a deal is imminent and see the rally as momentum ahead of results.

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Sirius XM Raises 2026 Guidance

(RTTNews) - Sirius XM Holdings (SIRI) raised its full-year 2026 financial guidance for the second consecutive quarter, increasing each of its three key financial metrics by $25 million. Updated 2026 guidance includes: total revenue of approximately $8.55 billion, adjusted EBITDA...

Sirius XM (SIRI) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

Although the revenue and EPS for Sirius XM (SIRI) give a sense of how its business performed in the quarter ended September 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Sirius XM (SIRI) Tops Q3 Earnings Estimates

Sirius XM (SIRI) delivered earnings and revenue surprises of +2.63% and -0.25%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

SiriusXM Reports Third Quarter 2026 Operating and Financial Results

SiriusXM Reports Third Quarter 2026 Operating and Financial Results SiriusXM Reports Third Quarter 2026 Operating and Financial ResultsPR NewswireNEW YORK, Oct. 29, 2026 NEW YORK, Oct. 29, 2026 /PRNewswire/ -- SiriusXM (NASDAQ: SIRI) today announced its operating and financial results for the third...

Roku (ROKU) Earnings Expected to Grow: Should You Buy?

Roku (ROKU) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Sirius XM (SIRI) Expected to Beat Earnings Estimates: What to Know Ahead of Q3 Release

Sirius XM (SIRI) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

SiriusXM Declares Quarterly Cash Dividend

SiriusXM Declares Quarterly Cash Dividend SiriusXM Declares Quarterly Cash DividendPR NewswireNEW YORK, Oct. 21, 2026 NEW YORK, Oct. 21, 2026 /PRNewswire/ -- SiriusXM (NASDAQ: SIRI) today announced that its Board of Directors declared a quarterly cash dividend of $0.27 per share of common stock...

Sirius XM (SIRI) Exceeds Market Returns: Some Facts to Consider

Sirius XM (SIRI) closed at $27.15 in the latest trading session, marking a +2.41% move from the prior day.

Sirius XM (SIRI) Surpasses Market Returns: Some Facts Worth Knowing

The latest trading day saw Sirius XM (SIRI) settling at $26.31, representing a +2.29% change from its previous close.

SiriusXM to Report Third Quarter 2026 Operating and Financial Results

SiriusXM to Report Third Quarter 2026 Operating and Financial Results SiriusXM to Report Third Quarter 2026 Operating and Financial ResultsPR NewswireNEW YORK, Oct. 5, 2026NEW YORK, Oct. 5, 2026 /PRNewswire/ -- SiriusXM (NASDAQ: SIRI) will release its third quarter 2026 operating and financial...

• Reported GAAP EPS of $0.78 down -7.14% YoY
• Reported revenue of $2.15B down -0.28% YoY
• SiriusXM raised full-year 2026 guidance by $25M for each metric: total revenue approximately $8.55B, Adjusted EBITDA approximately $2.65B, and free cash flow approximately $1.4B.

SiriusXM revenue was down slightly amid higher memory costs, Pandora listener hours and monthly active users declined, and the filing cites increased competition and changing consumer behavior as business risks.

SiriusXM delivered higher Adjusted EBITDA, margin and free cash flow, improved self-pay additions and churn, while YouTube Audio expanded SiriusXM Media's monthly listener reach to 255M.

SiriusXM Holdings, Inc. engages in the provision of audio entertainment. It operates through the Sirius XM and Pandora and Off-Platform segments. The Sirius XM segment features a wide range of content, including, music, sports, entertainment, comedy, talk and news channels, podcasts and infotainment services, all available in the United States on a subscription fee basis. The Pandora and Off-Platform segment generates a majority of its revenues from third parties advertising on the Pandora ad-supported service and other platforms. The company was founded on May 17, 1990, and is headquartered in New York, NY.

Sirius XM Holdings Inc.

RTX, SIRI Hit Fresh 52-Week Highs Today – What’s Got Investors Buzzing?

Equity

Neutral Sentiment

<ul class="summary-bullets"><li>TD Cowen raised its price target on RTX to $240, while maintaining a ‘Buy’ rating, adding that RTX drove a strong quarter even before pending missile contracts were included.</li><li>RTX unit Rockwell Collins recently secured a $332.6-million contract to supply parts for F-15, F-16, and F-18 aircraft.</li><li>Wells Fargo raised the valuation of Sirius XM’s spectrum to $5 billion, over increasing demand for mid-band spectrum.</li></ul>RTX Corp (RTX) and Sirius XM (SIRI) hit new 52-week highs on Monday, with RTX heading for a fourth straight day of gains following price target hikes on Wall Street that followed a better-than-expected second-quarter print, while Wells Fargo raised its target on SiriusXM by more than 66% on a higher valuation of the company’s spectrum assets.At the time of writing, <a href="https://stocktwits.com/symbol/SIRI">SIRI stock</a> was up around 5%, while <a href="https://stocktwits.com/symbol/RTX">RTX shares</a> gained 3.5%.<h2 class="st-heading-2">Results, Contracts Keep Momentum Going For RTX</h2>On Monday, TD Cowen raised its price target on RTX to $240 from $225, while maintaining a ‘Buy’ rating, according to The Fly. This represents an upside potential of over 9% from current levels.The brokerage said RTX delivered a strong quarter with robust bookings, even before pending missile contracts were included. It also noted that declining geared turbofan (GTF) aircraft-on-ground levels have eased concerns over potential additional provisions related to powdered metal issues.Jefferies also lifted its price target to $250 from $220, keeping a Buy rating. The firm said RTX’s fundamentals continue to improve across its businesses and raised its estimates following the earnings report.Last week, RTX reported a 14% increase in second-quarter sales to $24.7 billion, a higher profit of $1.57 a share, and raised both its full-year earnings guidance to $7.10 - $7.25 per share and its annual sales forecast to $95-$96 billion.On Friday, RTX unit Rockwell Collins secured a $332.6 million contract to supply helmet-mounted cueing system spares and repairs for F-15, F-16, and F-18 aircraft used by the U.S. military and several allied nations.Retail sentiment surrounding RTX trended in the ‘extremely bullish’ zone over the past 24 hours, accompanied by ‘high’ message volumes. The stock has gained 17.6% so far this year.<h2 class="st-heading-2">Wells Fargo Values Sirius XM’s Spectrum At $5B Compared To $1B Earlier</h2>Sirius XM drew fresh attention after Wells Fargo upgraded the stock to ‘Equal Weight’ from Underweight and raised its price target to $30 from $18, citing a sharp increase in the estimated value of the company’s spectrum assets.The brokerage said it now values Sirius XM's spectrum at $5 billion, up from $1 billion, as demand for mid-band spectrum grows, particularly with SpaceX’s push into the U.S. mobile market.Sirius XM is set to report second-quarter results on July 30 and recently declared a quarterly dividend of $0.27 per share, payable on August 26.Retail sentiment around SIRI on Stocktwits remained ‘bearish’ over the past 24 hours. However, the stock has seen decent buying interest so far this year, gaining more than 52%.Also read:<a href="https://stocktwits.com/news-articles/markets/equity/capr-stock-is-crashing-today-fda-briefing-casts-doubt-on-duchenne-cell-therapy-before-key-vote/cZZx1IOR76P">&nbsp;CAPR Stock Is Crashing Today – FDA Briefing Casts Doubt On Duchenne Cell Therapy Before Key Vote</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the RTX logo is displayed on a smartphone screen.

RTX headed for a fourth straight day of gains on Wall Street upgrades, while Wells Fargo raised its price target on SiriusXM by more than 66% on higher spectrum assets valuation.

Raytheon Technologies Corporation

Sirius XM Holdings Inc

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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '26	$0.73	--	--	N/A
Q3 '26	$0.78	$0.78	0.48%	BEAT
Q2 '26	$0.78	$0.70	-10.35%	MISSED
Q1 '26	$0.71	$0.72	1.58%	BEAT
Q4 '25	$0.78	$0.24	-69.27%	MISSED

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