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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 Q3 earnings report is the dominant focus, with traders debating whether a strong report and raised guidance can overcome elevated expectations amid a broader AI-stock pullback. Bulls point to continued AI growth, while bears warn that a beat may not be enough to prevent profit-taking or valuation pressure.

Zevra Therapeutics, Inc. is a commercial-stage rare disease company that combines science, data and patient needs to create therapies for diseases with limited or no treatment options. The firm focuses on the treatment of rare neurological and sleep conditions such as certain Urea Cycle Disorders, Niemann Pick Disease Type C and Idiopathic Hypersomnia. The company receives royalties for AZSTARYS from its commercial partner Corium. The company was founded by Christal M. M. Mickle and Travis C. Mickle on October 30, 2006 and is headquartered in Celebration, FL.

Zevra Therapeutics Inc

Attention centers on Zevras quarterly results and the pending CHMP re-examination of MIPLYFFA, with the FDAs follow-up on celiprolol also viewed as a potential catalyst. Traders see U.S. MIPLYFFA growth as a support, but debate whether European regulators will reverse their earlier negative opinion, while some express frustration with management and the stocks volatility.

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

Anticipation for QUILT-2.005 topline results on ANKTIVA plus BCG in BCG-naive bladder cancer dominates discussion, with traders debating whether the data will support broader first-line use after ANKTIVAs expanded bladder-cancer approval. Many are bullish on the potential commercial expansion and upcoming earnings, while others cite execution and competition concerns and blame short selling for recent weakness.

Agenus, Inc. is a clinical-stage company, which engages in the development and commercialization of technologies to treat cancers and infectious diseases. Its product pipeline includes Balstilimab, Zalifrelimab, AGEN1181, AGEN1327, AGEN2373, AGENt-797 and AGEN1777. The company was founded by Garo H. Armen and Pramod K. Srivastava on March 31, 1994 and is headquartered in Lexington, MA.

Agenus Inc

Agenuss BOT+BAL immunotherapy data presented at ESMO, including early neoadjuvant colon cancer responses and sarcoma activity, are driving discussion. Bulls view the findings as promising validation, while skeptics point to small, nonrandomized studies and ongoing concerns about execution and dilution.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons quarterly results have focused attention on heavy AI infrastructure spending and its impact on cash flow, despite accelerating AWS growth that fell short of some investors expectations. Traders are split between worrying that the spending and financing burden may outweigh near-term returns and viewing the post-earnings selloff as an overreaction to strong cloud demand.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is caught in a semiconductor selloff as traders question whether hyperscalers massive AI spending will generate sufficient returns, with concerns about customer concentration and financing structures weighing on sentiment. Bulls counter that Anthropics filing and bank-backed financing for Broadcom equipment support future demand, while others see the deals guarantees as added risk.

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

ProShares UltraShort Bloomberg Crude Oil

Traders are focused on SCO as a leveraged inverse-crude play, betting that oil could fall if Iran-related tensions ease and supply flows normalize, while others expect conflict and shipping disruptions to keep crude elevated. Many also complain that backwardation and daily-reset decay have caused SCO to lag oils declines, fueling debate over its tracking and suitability for longer holds.

Rubrik, Inc. engages in the provision of cloud data management solutions. Its solutions include backup and recovery, VM backup, Microsoft 365, ransom ware recovery, database backup, cloud solutions, and Polaris sonar. Rubrik products include data protection, data threat analytics, data security posture and cyber recovery. The company was founded by Bipul Sinha, Arvind Jain, Soham Mazumdar, and Arvind Nithrakashyap in December 2013 and is headquartered in Palo Alto, CA.

Rubrik Inc. - Ordinary Shares - Class A

Rubrik Inc. - Class A

Rubrik is under pressure after its latest earnings despite beating expectations and raising its outlook, as traders focus on slower cloud net-new ARR growth and cautious second-half guidance. Bulls view the pullback as profit-taking after a strong run and point to continued business growth, while skeptics argue high expectations and the guidance outlook warrant a lower valuation.

Merck & Co., Inc. is a health care company, which engages in the provision of health solutions through its prescription medicines, vaccines, biologic therapies, animal health, and consumer care products. It operates through the following segments: Pharmaceutical, Animal Health, and Other. The Pharmaceutical segment includes human health pharmaceutical and vaccine products. The Animal Health segment discovers, develops, manufactures, and markets animal health products, such as pharmaceutical and vaccine products, for the prevention, treatment and control of disease in livestock, and companion animal species. The Other segment consists of sales for the non-reportable segments of healthcare services. The company was founded in 1891 and is headquartered in Rahway, NJ.

Merck & Co Inc

A stronger-than-expected Q3 report and raised full-year outlook are supporting bullish attention, alongside Mercks Moderna-partnered melanoma vaccine meeting Phase 3 endpoints with Keytruda. Traders see potential oncology-platform value, but debate whether the results meet high expectations and how much upside the vaccine may add for Merck.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPaths sharp selloff following its earnings and Investor Day, alongside analyst downgrades and price-target cuts, is driving discussion; skeptics say growth and AI monetization still need to show up in results, while bulls see the companys agentic-AI orchestration strategy and cash position as undervalued.

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ETFs in Spotlight as IBM Rallies Post-Q2 Earnings Despite Top-Line Miss

 IBM shares rally despite a Q2 revenue miss as investors focus on AI momentum and margin expansion, shifting focus to ETFs exposed to the tech giant.

ETFs to Bet on as Oracle Slides 10% on Massive AI Spending Plans

Oracle's AI spending plans rattle investors, but strong cloud growth, AI demand and ETF exposure keep the tech giant in focus.

Can Oracle Deliver Another AI-Fueled Quarter? Analysts Believe The Setup Looks ‘Favorable’

Equity

Oracle is slated to report its fourth-quarter results after the markets close on Wednesday. 

IBM Stock Surges Premarket: Barclays’ Fresh Bull Call Highlights Quantum Potential, Retail Eyes $400 

On Monday, Barclays initiated coverage on the company’s shares with an ‘Overweight’ rating and a price target of $350, according to a report from Investing.com. 

IBM ETFs: Buy After Beat or Avoid Amid Cautious Outlook?

IBM beats Q1 estimates, but cautious guidance drags shares. Should investors buy IBM-heavy ETFs on the dip or stay on the sidelines?

LOGI Stock Rises After Hours On $1.4B Share Buyback Program

The company said that its board approved the program which will allow the company to use the funds to repurchase its shares over three years.


Bet on These ETFs to Capitalize on Oracle's 10% Hike Post Upgrade

As ORCL surges nearly 10% after a D.A. Davidson upgrade, ETFs with heavy exposure offer a diversified way to tap the rally.

ETFs to Watch as IBM Shares Jump Following Q4 Earnings Beat 

IBM shares jump after a Q4 earnings beat and upbeat outlook, prompting ETF investors to eye funds with heavy exposure to the tech giant.

ORCL Stock In Focus As Tech Giant Reportedly Launches Bond Offering To Cover Half Of 2026 Funding Needs

According to a Bloomberg report, the bond issuance, projected to total roughly $20 billion to $25 billion, will cover about half of Oracle’s 2026 financing needs.


ETFs in Focus on IBM's Q3 Earnings 

IBM shares fall on soft growth for Red Hat software business despite solid Q3 beat (per Bloomberg). Explore TDIV, TDVI, NXTE, SPDG & BUL for diversified exposure to the tech giant.

First Trust Exchange-Traded Fund VI - First Trust ETF VI First Trust NASDAQ Technology Dividend Index Fund

Neutral Sentiment

<ul class="summary-bullets"><li>Evercore ISI analyst Kirk Materne raised the price target on Oracle to $245 and maintained an ‘Outperform’ rating on the shares, indicating an upside potential of nearly 16% from its last close.&nbsp;</li><li>TD Cowen analyst Derrick Wood also raised the price target on Oracle to $300 from $250 with a ‘Buy’ rating on the shares ahead of Q4 results this week.</li><li>Analysts expect revenue to increase about 20% to $19.09 billion in the fourth quarter, according to estimates from Fiscal.ai.</li></ul>Oracle Corp. (ORCL) has drawn significant attention from retail investors and Wall Street analysts ahead of its fourth-quarter print due on Wednesday as all eyes are on the company’s ambitious capacity expansion plans amid growing AI demand.Retail chatter around the company jumped 234% in 24 hours, according to Stocktwits data, even as the company attracted price target hikes from multiple Wall Street analysts.<h2 class="st-heading-2">What’s Wall Street Saying?</h2>Evercore ISI analyst Kirk Materne raised the price target on Oracle to $245 from $220 and maintained an ‘Outperform’ rating on the shares, as per TheFly. This indicates an upside potential of nearly 16% from its last close.The analyst cited the company's upcoming fiscal Q4 results, citing optimism over the company’s strategic alignment and growth potential despite complexities around capital expenditure.TD Cowen analyst Derrick Wood also raised the price target on Oracle to $300 from $250 with a ‘Buy’ rating on the shares ahead of Q4 results this week. The analyst said that it thinks the combination of a step-up in GPU capacity alongside a cut to operating expenditure makes for a favorable setup, as per TheFly.Oppenheimer hiked the price target on Oracle to $275 from $235 with an ‘Outperform’ rating on the shares, while reiterating the company as its top 2026 pick ahead of Q4 results.Last week, Oracle received a series of <a href="https://stocktwits.com/news-articles/markets/equity/orcl-stock-is-shaking-off-ai-debt-jitters-q4-results-will-test-if-rally-is-here-to-stay/cZ0HxsQRe6w">price target increases</a> from Cantor Fitzgerald, RBC Capital, and Citi, among others.<h2 class="st-heading-2">ORCL Q4 Earnings Expectations</h2>Oracle is slated to report its Q4 results after the markets close on Wednesday. Analysts expect revenue to increase about 20% to $19.09 billion in the fourth quarter, according to estimates from Fiscal.ai. Earnings per share is expected to come in at $1.96 per share.In the third quarter, Oracle posted a 22% increase in revenue to $17.2 billion, bolstered by an increase in cloud revenue.<h2 class="st-heading-2">ORCL Stock: Retail Stance</h2>On Stocktwits, retail sentiment was in the ‘bullish’ territory at the time of writing.One user said, “Sure seems like they have been surpressing the price as much as they can before earnings. If earnings are a blow out the lid is coming off.”<stembedurl>https://stocktwits.com/Desert_Dweller/message/655823520</stembedurl>Another user estimated a price between $240 and $270 depending on the earnings results.<stembedurl>https://stocktwits.com/lionbr/message/655818785</stembedurl><a href="https://stocktwits.com/symbol/ORCL">ORCL stock</a> has gained over 19% in the last 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A smartphone held in a hand shows the logo of Oracle Corp. (Photo illustration by Cheng Xin/Getty Images)

Global X Funds - Global X Artificial Intelligence & Technology ETF

iShares Expanded Tech-Software Sector ETF

Oracle Corp.

First Trust Exchange-Traded Fund III - First Trust ETF VI First Trust NASDAQ Technology Dividend Index Fund

Hold rates steady

Cut 25 bps

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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	$114.02
Prev Close	$117.39
Open	$114.88
Dividend Yield	N/A
50-Day Moving Average	$114.60
Beta	N/A
Avg. Volume	187,663.43
PE Ratio	N/A

52-Week High	$128.50
52-Week Low	$90.24
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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