SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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 earnings beat has been overshadowed by concerns about sharply higher AI capital spending, negative free cash flow, and potential share issuance to help fund the buildout. Traders are split between viewing the post-earnings selloff as a buying opportunity near technical support and worrying that dilution and uncertain returns on AI investments could pressure the stock further.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Elon Musks warning that tighter debt markets could drive failures and consolidation among neocloud providers is weighing on Nebius and other AI-infrastructure stocks. Traders are split over whether Nebiuss financing and customer commitments set it apart or whether sector-wide funding and execution risks still threaten its expansion.

Nu Holdings Ltd. is a holding company, which engages in the provision of digital banking services. The company was founded by David Vélez Osorno, Cristina Helena Zingaretti Junqueira, and Adam Edward Wible on February 26, 2016 and is headquartered in São Paulo, Brazil.

Nu Holdings Ltd - Ordinary Shares Class A

Nu Holdings Ltd

Lulas election victory triggered a broad selloff in Brazilian stocks, with traders linking NUs drop to uncertainty over Brazils fiscal direction and market outlook. The community is split between calling the decline an overreaction and buying opportunity, and expecting further downside.

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.

Cipher Digital is caught in a broad AI data-center selloff as traders react to Elon Musks warning that tighter financing could drive failures and consolidation among compute providers; they also cite the companys convertible-note offering as a source of dilution and selling pressure. Debate centers on whether CIFRs long-term leases and powered-site landlord model distinguish it from GPU-owning neoclouds, or whether sector financing and execution risks still weigh on the stock.

iShares Inc. - iShares MSCI Brazil ETF

iShares MSCI Brazil ETF

Lula da Silvas unexpected election victory over Flvio Bolsonaro has driven a sharp selloff in EWZ, as traders reassess Brazils political and fiscal outlook after markets had favored Bolsonaro. The community is split between seeing further downside from uncertainty and treating the drop as an overreaction or buying opportunity, with some noting the ETFs oil and commodity exposure may cushion losses.

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

Elon Musks warning that many neocloud companies could fail or consolidate, alongside concerns about debt and tighter financing, is driving attention to IREN and its peers. Traders debate whether the comments highlight real risks to capital-intensive data-center expansion or are competitive FUD; bulls cite IRENs contracts and infrastructure, while bears worry about further losses.

XP, Inc. engages in the operation of technology-driven financial services platform. The firm provides customers with two principal types of offerings, financial advisory services for retail clients in Brazil, high-net-worth clients, international clients and corporate and institutional clients, and an open financial product platform providing access to over 800 investment products including equity and fixed income securities, mutual and hedge funds, structured products, life insurance, pension plans, real-estate investment funds (REITs) and others from XP, its partners and competitors. he company was founded by Guilherme Dias Fernandes Benchimol in 2001 and is headquartered in Vila Olimpia, Brazil.

XP Inc - Ordinary Shares - Class A

Brazilian election results and uncertainty over the countrys policy direction are driving attention to XP alongside other Brazilian stocks. Traders have debated whether the political shock warrants further selling or a rebound, with some seeing a more business-friendly balance of power as supportive for Brazilian equities.

Petróleo Brasileiro SA engages in oil and gas exploration, production, and distribution activities. It operates through the following segments: Exploration and Production; Refining, Transportation, and Marketing; and Gas and Low Carbon Energies. The Exploration and Production segment covers the activities of exploration, development, and production of crude oil, natural gas liquid, and natural gas, for the primary purpose of supplying its domestic refineries. The Refining, Transportation, and Marketing segment refers to refining, logistics, transport, and trading of crude oil and oil products activities as well as exports of ethanol. The Gas and Low Carbon Energies represents the activities of logistic and trading of natural gas and electricity, transportation and trading of liquefied natural gas, generation and electricity by means of thermoelectric power plants, as well as holding interests in transporters and distributors of natural gas. The company was founded on October 3, 1953 and is headquartered in Rio de Janeiro, Brazil.

Petroleo Brasileiro S.A. Petrobras - ADR

Petroleo Brasileiro

Lulas election victory over Bolsonaro has put Petrobras and other Brazilian shares under pressure amid trader concerns about fiscal policy and political uncertainty. The community is split between viewing the selloff as a buying opportunity, citing Petrobrass oil assets and cash flow, and worrying about government influence and shareholder payouts.

MercadoLibre, Inc. engages in the development of an online commerce platform with a focus on e-commerce and related services. It operates through the following geographical segments: Brazil, Argentina, Mexico, and Other Countries. The Other Countries segment refers to Chile, Colombia, Costa Rica, Dominican Republic, Ecuador, Panama, Peru, Bolivia, Honduras, Nicaragua, El Salvador, Guatemala, Paraguay, Uruguay, and the United States of America. Its products provide a mechanism for buying, selling, and paying as well as collecting, generating leads, and comparing lists through e-commerce transactions. The company was founded by Marcos Eduardo Galperin on October 15, 1999 and is headquartered in Montevideo, Uruguay.

MercadoLibre Inc

MercadoLibres quarterly results are driving attention: strong commerce and fintech growth was met with a post-earnings selloff as investors focused on falling profitability and margin pressure from logistics and credit investments. Bulls see the spending as a growth investment and are buying the dip, while bears question how soon margins can recover.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is drawing attention after a sharp semiconductor selloff, with traders focused on concerns that AI spending and debt may be unsustainable, alongside broader tech weakness. The community is split between expecting an oversold bounce or short squeeze and warning of further declines; many note that the funds 3x leverage magnifies volatility and losses.

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

A Guide to Investing in Cybersecurity ETFs

AI may face growing safety and valuation concerns, but cybersecurity demand could benefit. Here are the ETFs to consider.

Anthropic IPO, MANGOS ETFs and the Future of the AI Trade

What should investors know about the Anthropic IPO and ETFs investing in private AI companies?

Gorilla Technology Plans First US Data Center Deal, Targets Over 100MW AI Infrastructure 

Equity

The proposed site has approximately 6 MW of current utility capacity, with a potential path to 36 MW following utility and infrastructure work.


Cybersecurity ETF (SPAM) Touches New 52-Week High

SPAM hits a 52-week high as AI infrastructure spending and rising cybersecurity demand fuel momentum across the fund.

CoreWeave Surges on Upbeat Q2: ETFs in Focus

CoreWeave's upbeat Q2 results, soaring backlog and strong outlook are fueling optimism. Here are ETFs offering exposure to the AI infrastructure play.

ZS Stock Tumbles After-Hours As Q4 Revenue Guidance, Cash-Flow Margin Cuts Dent Sentiment

Zscaler expects Q4 revenue of $875 million to $878 million, slightly below Wall Street estimates of $878.6 million.

Hack-Proof Your Portfolio: The Bull Case for Cybersecurity ETFs

As AI investments surge, AI-driven cyberattacks are rising in parallel, boosting the case for cybersecurity ETFs.

Growing AI Risks & Defense Demand Boost Cybersecurity ETFs' Appeal

As AI adoption and cyberwarfare accelerate, cybersecurity ETFs may offer a compelling investment opportunity.

FSLY Stock On Track For Its Biggest One-Day Percentage Drop Ever – Retail Thinks The Dip Is A Buying Opportunity

Fastly shares continued their downward trajectory after reporting first-quarter results that were only slightly ahead of expectations.

NBIS Stock Rockets 10% Today – What’s The $2B Nvidia Connection?

Nvidia has announced a partnership with Nebius that will help boost the company’s technical capabilities and its AI-focused cloud platform.


Themes ETF Trust - Themes Cybersecurity ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Gorilla Technology signed a non-binding letter of intent to acquire its first U.S. data center, with closing targeted for the end of November 2026.</li><li>The company aims to expand its U.S. data center portfolio through acquisitions, site expansions and customer-led GPU deployments.</li><li>Gorilla is assessing infrastructure upgrades, including additional power distribution and direct liquid cooling, to support future high-density AI computing.</li></ul>Gorilla Technology Group (GRRR) announced on Friday that it had signed a non-binding letter of intent to acquire its first U.S. data center and plans to expand its U.S. AI infrastructure portfolio to over 100 megawatts (MW) over the next 12 to 18 months.The proposed acquisition involves an existing operating facility with approximately 6 MW of current utility capacity and a pathway to 36 MW of total site power capacity. The company said it was targeting completion of the acquisition by the end of November 2026.<blockquote>“We are not entering the United States simply to acquire a building. We are establishing the first piece of what we aim to become a significant AI infrastructure business.”– Jay Chandan, CEO and Chairman, Gorilla Technology Group</blockquote>Gorilla also said it has obtained written support from the local utility for an additional 30 MW, although delivering that capacity will require further utility and site infrastructure work.<a href="https://stocktwits.com/symbol/GRRR">GRRR stock</a> dropped over 4% in morning trade, despite a recovery in the broader market, and was among the top-trending tickers on Stocktwits at the time of writing.&nbsp;<h2 class="st-heading-2">Gorilla Targets 36 MW At First US Data Center</h2>The proposed acquisition would give Gorilla an initial operating base in the U.S. AI infrastructure market. The facility already has electrical and cooling infrastructure, carrier-neutral connectivity, and existing colocation and office operations.Gorilla said it was reviewing the facility’s tenants, lease terms, rent roll and historical operating performance as part of its due diligence. It added that the utility has indicated an approximately 18-month timetable for delivering the additional 30 MW of power.&nbsp;Gorilla is also assessing upgrades needed to support high-density AI computing, including additional power distribution and direct liquid-cooling capabilities for future GPU deployments.<h2 class="st-heading-2">Gorilla Plans Broader AI Infrastructure Expansion</h2>The proposed acquisition is the starting point for Gorilla’s broader U.S. expansion strategy. The company said it was targeting more than 100 MW of total site power capacity over the next 12 to 18 months through additional acquisitions, infrastructure expansions and customer-led AI compute deployments.Gorilla added it was evaluating further opportunities across the U.S., focusing on sites with available power, strong connectivity, expansion potential and customer demand.&nbsp;The company also said it was engaging with prospective customers regarding future AI compute and GPU capacity at the proposed site.&nbsp;Gorilla stated its strategy is to combine owned data center infrastructure with customer-led GPU deployments and its existing AI software and operational capabilities to serve enterprise, cloud and AI customers.&nbsp;CFO Bruce Bower said Gorilla is focused on acquiring infrastructure that offers immediate utility and substantial expansion potential while maintaining disciplined investment criteria.According to Chandan, controlling the underlying infrastructure could give Gorilla greater control over deployment timelines, power, cooling and operating economics.<h2 class="st-heading-2">How Is Retail Feeling About GRRR Stock?</h2>Retail sentiment around GRRR stock on Stocktwits remained in ‘neutral’ territory over the past day, with chatter at ‘extremely high’ levels. Platform data showed a 21% jump in message volume over the last 24 hours and a 145% increase overall this week.One retail trader said the proposed U.S. acquisition is a “huge” development for Gorilla, noting that the company had expanded from Asia into the U.S. market. Another trader said entering the U.S. market could lend the company greater credibility, despite skepticism around the stock.<stembedurl>https://stocktwits.com/ACInvestorBlog/message/666133490</stembedurl><stembedurl>https://stocktwits.com/bassie93/message/666135253</stembedurl>GRRR stock has fallen over 8% this year and more than 40% in the last 12 months. Only five analysts cover the company, according to Koyfin, with the 12-month average price target on the shares at $32.83. The target implies a potential upside of 187% from current levels.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/coin-hood-stocks-get-price-target-hikes-while-gemini-to-underweight/cZD6nmMRBVw">COIN, HOOD Stocks Get Price Target Hikes, While Morgan Stanley Cuts Gemini To ‘Underweight’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Gorilla Technology logo is seen displayed on a smartphone screen. 

Gorilla Technology Group (GRRR) announced on Friday that it had signed a non-binding letter of intent to acquire its first U.S. data center and plans to expand its U.S. AI infrastructure portfolio to over 100 megawatts (MW) over the next 12 to 18 months.

Gorilla Technology Plans First US Data Center Deal, Targets Over 100MW AI Infrastructure

Global X Funds - Global X Cybersecurity ETF

Gorilla Technology Group Inc

iShares Cybersecurity and Tech ETF

Themes ETF Trust - Themes Generative Artificial Intelligence ETF

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.

Current Price	$47.93
Prev Close	$46.09
Open	$47.22
Dividend Yield	N/A
50-Day Moving Average	$45.72
Beta	N/A
Avg. Volume	2,156.38
PE Ratio	N/A

52-Week High	$49.93
52-Week Low	$27.43
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

Feed

News

Sentiment

Fundamentals

Info

SPAM Fundamentals