SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A hotter-than-expected CPI reading fueled concern that interest rates could stay higher or rise further, weighing on rate-sensitive Nasdaq stocks; worries about AI-related tech valuations and financing risks added to the selling. Traders debated whether the drop signals a deeper correction or an oversold pullback likely to bounce.

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 Gartner warning that AI infrastructure spending may outrun revenue and that most independent neocloud providers may not survive has intensified concerns about CoreWeaves debt-funded expansion; traders are also focused on rising bond yields and default risk. Bears see the selloff as evidence of a fragile AI infrastructure business model, while bulls argue that its contract backlog and continued demand for AI compute support the company.

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

Hotter-than-expected inflation and concerns about higher rates are weighing on NVDA amid a broad semiconductor and AI-stock pullback. Traders also debate whether worries about AI spending and debt, including neocloud financing, are adding pressure; some view the decline as a buying opportunity while others warn the AI trade may be overextended.

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 Neutron debut has been pushed to 2027 after manufacturing issues with a first-stage component, prompting a sharp selloff and renewed concerns about repeated delays, valuation, and delayed growth. Traders are divided between viewing the delay as prudent quality control and seeing it as a setback to execution, while some argue the reaction is excessive given the companys ongoing Electron launches and other business lines.

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 selling off with memory and semiconductor stocks amid fears that Chinese competitor CXMT could add supply and pressure the sector, alongside broader concerns about AI-trade valuations and memory cyclicality. Traders disagree on the risk: bears warn of increased competition and easing supply, while bulls argue CXMTs DRAM is not a direct threat to SanDisks NAND business and are treating the decline as overdone.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

A hotter-than-expected CPI reading has intensified rate-hike worries and coincided with a sharp broad-market selloff, with traders also watching upcoming PPI data. The community is split between expecting more downside and viewing the drop as oversold and ripe for a bounce.

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 selling off alongside AI/neocloud infrastructure peers as traders react to Gartners warning that more than 80% of independent neocloud providers could cease operating by 2030, fueling concerns that AI infrastructure spending may outpace revenue and strain financing. A hotter-than-expected inflation reading and rising-rate worries added pressure, while the community is split between seeing a sector bubble and treating the selloff as a buying opportunity.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracles sharp decline is being tied to a broader AI-infrastructure selloff, with hotter inflation and higher-rate fears amplifying concerns about debt, heavy data-center spending, and the funding of AI projects. Traders are split between viewing the drop as an overreaction and seeing further downside risk if financing costs and demand concerns persist.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

The FDA expanded Anktivas approval to include BCG-unresponsive, high-grade papillary-only bladder cancer, months ahead of the expected decision, broadening its eligible patient population. Traders largely welcomed the regulatory and commercial opportunity but debated the muted share-price response, with some citing a possible sell the news reaction or questions about how quickly expanded access translates into sales.

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. 

Gartners warning that most independent neocloud providers may not survive amid AI infrastructure spending outpacing revenue has fueled a selloff in NBIS and peer data-center stocks, with hot inflation and rising-rate concerns adding to worries about financing costs. Traders are split between viewing the drop as an overreaction and buying the dip, and fearing a broader AI-infrastructure bubble and pressure on capital-intensive businesses.

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

 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

SpaceX Could Be Worth $50 Trillion In 10 Years, Says Ron Baron: ‘Elon Thinks I’m Way Low’ 

Equity

Baron sees Starlink reaching a $14 trillion to $15 trillion valuation, with annual revenue potentially climbing to $1 trillion.

TSLA Stock Rises Overnight: Tesla’s Long-Delayed Roadster Event Is Back On — Musk Teases ‘Timing Is Everything’ 

Tesla will livestream its postponed Roadster event Thursday at 7:55 p.m. CST.

SPCX Stock Jumps Overnight: Trump Hails Musk As ‘Modern-Day Thomas Edison’ Days After POTUS Portfolio Bought SpaceX Bonds

Disclosures showed Trump’s portfolio bought up to $5 million in SpaceX bonds two days before his Aug.20 space-policy push.

SPCX Stock Climbs Overnight: Musk Teases SpaceXSI After Trump’s SI Push — Analyst Calls Shares ‘Unusually Cheap’ 

Morgan Stanley called shares “unusually cheap” ahead of Starship Flight 15, maintaining a $300 target implying about 89% upside from current levels.

SpaceX’s Debut Quarter Fails To Lift Off: Short Seller Chanos Flags Starship Forecast Cut — But Wall Street Still Sees Big Upside

Musk moved from targeting at least daily flights around August 2027 to weekly or twice-weekly launches next year.

TSLA, SPCX Rise After Cathie Wood Says Musk Is ‘Working All Angles’ With Trump, Xi Amid China Merger Hurdles 

Cathie Wood predicted a potential Tesla-SpaceX merger, agreeing that a deal could be announced this year.

SPCX Stock Eyes 2-Month Winning Streak: Analyst Says SpaceX Could Double On 2,200 Annual Launches By 2030 

SpaceX targets three Thursday launches: Crew-13 to the ISS, Transporter-18 carrying 130 payloads, and the NROL-97 reconnaissance mission.

SPCX Stock Eyes Another Green Week: Analyst Warns Traders To ‘Divorce’ SpaceX Rally From Fundamentals

Morningstar maintained its $62 fair-value estimate, implying about 58% downside, and rates SPCX stock one star.

SpaceX Stock Slips Overnight After 3-Day Rally — Here's Why Ron Baron Sees 40x Upside And ‘Hundreds Of Billions’ In Gains

Baron Capital’s $3 billion SpaceX investment was worth about $25 billion in June, and the firm wants to invest another $1 billion.

SPCX’s Streak Of Red Weeks Is Testing Bulls: Jim Cramer Calls It A '100-Year' Bet As IPO Lockup Expiration Arrives Today

Thursday’s lockup expiration could more than double SpaceX’s public float, with up to 912 million shares becoming eligible for sale.

Tidal Trust II - Defiance Daily 2X Space ETF

Bullish Sentiment

Hotter than expected

As expected

Cooler than expected

The September Producer Price Index report lands Thursday, October 15 at 8:30 AM ET, one day after CPI, with August’s reading at 5.4% year over year, as investors look for clues on inflation before the Fed’s October 27-28 meeting. How will the September PPI print compare to consensus expectations? Vote and explain your reasoning in the comments.

How will the September PPI print compare to consensus expectations?

Feed

News

Sentiment

Fundamentals

Info

SPCL Defiance Daily 2X Space ETF

Fundamentals

Latest SPCL News