SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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.

XRP (XRP) is a cryptocurrency . XRP has a current supply of 99,985,589,443 with 63,351,197,653 in circulation. The last known price of XRP is 1.24455819 USD and is down -0.63 over the last 24 hours. It is currently trading on 1893 active market(s) with $917,900,293.08 traded over the last 24 hours. More information can be found at https://xrpl.org/.

Ripple

XRP is under pressure amid a broader crypto selloff linked by traders to the Binance hack, while Ripples Swell announcements have drawn disappointment over the tokens muted response. The main debate is whether Ripples partnerships, bank charter and RLUSD growth will create demand for XRP, or primarily benefit Ripple and its stablecoin instead.

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.

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.

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.

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.

XPeng, Inc. is a global physical AI company, which engages in bringing artificial intelligence into the physical world to reshape future mobility and smart living. It developed a full-stack physical AI architecture spanning Turing AI chips, world foundation models, and integrated software and hardware applications. The firm's product portfolio includes smart EVs, robotaxis, and humanoid robots. The company's sales and services drives continuous technological innovation and fosters an open physical AI ecosystem, making life smarter, safer, and better for users worldwide. XPeng, Inc. was founded by Xiao Peng He, Heng Xia, and Tao He in 2015 and is headquartered in Guangzhou, China.

XPeng Inc - ADR

ProShares Trust II - ProShares Ultra Bloomberg Natural Gas 2x Shares

ProShares Ultra Bloomberg Natural Gas

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.

Discussion is dominated by the midterm elections and Trumps political fortunes, with traders debating how the outcome could affect DJT and broader markets; speculation over Iran-war escalation and oil prices adds to the uncertainty. Sentiment is mostly bearish, with posts citing DJTs sharp decline and weak fundamentals, though some traders anticipate a rebound.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

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Nifty 50

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Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

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ITC Ltd.

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 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 
 


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INTC, AMD, AVGO, MU Decline On Samsung’s Profit Miss, Lighter Capex From Microsoft, Alphabet

Equity

Investors would now turn to quarterly reports from Amazon and Intel, due after markets close on Thursday, for cues.


SKHY Stock Jumps Premarket: Strategist Says SK Hynix Sits At AI’s ‘Toll Booth’ As Tech Giants Chase Scarce Memory 

Innes also warned that extraordinary margins will attract new capacity, potentially weakening pricing power as Samsung and Micron expand.

Chip Investors, Watch Out: China’s CXMT Plunges Despite Record Forecast After Samsung’s Post-Outlook Slide

Investors are watching the moves in global chipmakers ahead of quarterly reports from Micron and SanDisk in the coming weeks.


Why Is KORU Plunging More Than 18% Overnight?

The KOSPI dipped below 6,000 intraday on Wednesday, dropping below the threshold for the first time since late July.

Broadcom’s AI Durability Warning Triggers Sharp Drop In SK Hynix, Samsung In Korea; Nvidia's China AI Chip Share Falls As Huawei Closes In

Concerns about AI infrastructure funding rattled global semiconductor stocks, with South Korean memory makers among the hardest hit.


SPCX Stock Extends 2-Day Green Run As Elon Musk Calls SpaceX An 'Anomaly In The Matrix' Amid China’s RAM Push 

Musk said China is advancing in LPDDR5 and LPDDR6, while HBM and 3D-stacked memory are harder challenges.

MU, TSM Stocks Dip Overnight As Samsung Forecasts Record $80B Operating Profit In Q3

AI-driven chip demand remains strong, but record earnings raise the bar for semiconductor stocks.

QCOM Stock On Track For Best Month Since May: Analysts See AI Gains From Dual Flagship Snapdragon Launch

Qualcomm is looking to capture the growing demand for on-device and agentic AI.

Samsung Reportedly Ramps 4nm Capacity For Memory Chips, Stepping Up Competition With SK Hynix, Micron

Samsung is betting on in-house logic manufacturing to accelerate its HBM4 push as AI demand strains advanced chipmaking capacity.


Nvidia CEO Wants To Pay Workers ‘As Much As Possible,’ Calls $8B In Taxes ‘A Privilege’ Amid Samsung, SK Hynix Pay Push

Chipmakers see their businesses expand multifold, fueling calls from workers for a larger share of the industry’s booming profits.


Samsung Electronics Co., Ltd. engages in the manufacturing and selling of electronics and computer peripherals. The company operates through following business divisions: Device Experience (DX), Device Solutions (DS), Samsung Display (SDC), and Harman. The DX division offers televisions, monitors, refrigerators, washing machines, air conditioners, smartphones, network systems, and computers. The DS division deals with semiconductor components including DRAM, NAND Flash, and mobile APs. The SDC division provides OLED panels for smartphones. The Harman division consists of digital cockpits, car audio, and portable speakers. The company was founded on January 13, 1969 and is headquartered in Suwon-si, South Korea.

Samsung Electronics

Bearish Sentiment

<ul class="summary-bullets"><li>Micron and <a class="mention" data-mention="$INTC" data-symbol-id="INTC" href="https://stocktwits.com/symbol/INTC" target="_blank">Intel shares</a> dropped over 3% in overnight trading ahead of Thursday.</li><li>Samsung’s net profit for last quarter missed analysts’ target.</li><li>Microsoft and Alphabet spent less than expected last quarter – seen as a warning sign for AI infrastructure companies.</li></ul>Major chip stocks fell in overnight trading ahead of Thursday after&nbsp;Korean tech giant Samsung missed profit estimates despite record results,&nbsp;and Microsoft and Alphabet spent less than expected last quarter.Micron (MU) declined 3.4%, tracking a similar drop in Samsung’s stock in Seoul on Thursday.Intel (INTC) dropped 3.3%, while Broadcom (AVGO) and Advanced Micro Devices (AMD) fell about 2.8% each.&nbsp;<a href="https://stocktwits.com/symbol/SOXX">The iShares Semiconductor ETF (SOXX)</a> declined 2.5%. Intel is scheduled to report its quarterly results after U.S. markets close on Thursday, along with Amazon (AMZN).Samsung’s net profit jumped more than six times to 75.136 trillion won in the September quarter. However, the figure missed FactSet's analyst target of 86.13 trillion won. Revenue more than doubled to a record 195.253 trillion won, topping estimates.Big Tech results from Wednesday also added to the pressure. Microsoft spent $45.2 billion in capital expenditures last quarter, below the $50.7 billion estimate cited by StreetAccount in a CNBC report and its own $50 billion target.Alphabet reported $51.36 billion in expenditures, while analysts expected $55.09 billion. The lower-than-expected spending is&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crwv-nbis-iren-apld-stocks-drop-after-microsoft-capex-falls-short-on-delayed-third-party-capacity/cZUQeHWR9bT">seen as</a> a negative for AI infrastructure companies.<h2 class="st-heading-2">Investors Shift Focus To Intel, Amazon Results</h2>The selloff in chip stocks comes amid a volatile few months. SOXX fell sharply in October, before recovering this week through Wednesday.&nbsp;Investors will now look to Intel and Amazon's quarterly results for further cues. Analysts expect Intel’s third-quarter revenue to rise 21% to $16.48 billion, the fastest growth rate since Q1 2020, per Koyfin. Adjusted profit is seen rising 73% to $0.40 per share.Amazon’s revenue is expected to rise 12.3% to $202.26 billion, and adjusted profit to rise 2% to $1.99 per share. Investors will closely watch Amazon Web Services, especially after Microsoft Azure and Google Cloud grew better than expected.<h2 class="st-heading-2">Retail View On Chip Stocks, AMZN</h2>On Stocktwits, the retail sentiment was ‘bullish’ for INTC and AVGO, ‘neutral’ for AMD and AMZN, and ‘bearish’ for MU.“$MU gap fill at 935, then back up we go to 1000+,” a&nbsp;trader&nbsp;<a href="https://stocktwits.com/Gapfillguruman1/message/667608420">said</a>, forecasting a bounce back.Another&nbsp;<a href="https://stocktwits.com/YoSepher/message/667611587">wrote</a>: “$MU Nice dip to size into! Long MU for the win. This has been consolidating for 5 months now, the price is the same as it was going back to May 29th which was before the most recent 2 quarters of earnings, 2 excellent earnings beats and guidance raises in a row. Going to probably see 200B+ in net profits in 2027. Follow the money. The DRAM theme timeline is not over, it's only half way there at most.”Traders were broadly bullish ahead of Intel’s report. “$INTC about to pump tomorrow! MSFT mentioned they will spend more on CPUs,” said&nbsp;<a href="https://stocktwits.com/masterbrucewayne/message/667599295">one</a>.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/is-google-losing-search-momentum-to-ai-analysts-weigh-in-as-management-blames-fx-fifa-world-cup/cZUQawrR9bE">Is Google Losing Search Momentum To AI? Analysts Weigh In As Management Blames Currency Headwinds, FIFA World Cup</a>

An Intel processor chip. (Photo by Mustafa Ciftci/Anadolu Agency/Getty Images)

Investors would now turn to quarterly reports from Amazon and Intel, due after markets close on Thursday, for cues.

Samsung Made A Record Profit — Chip Stocks Fell Anyway: Here's Why

Advanced Micro Devices Inc

Broadcom Inc

Intel Corp

Micron Technology Inc

iShares Semiconductor 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.

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