SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intels weaker-than-expected fourth-quarter outlook, amid PC-market softness and supply bottlenecks, is driving attention despite a third-quarter earnings beat and strong data-center growth. Traders are debating whether the sharp selloff is justified by near-term execution and margin concerns or is an overreaction to temporary constraints.

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 triggered a selloff as investors focused on heavy AI infrastructure spending, strained free cash flow, and a softer holiday-quarter outlook despite accelerating AWS growth. Traders are divided between viewing the reaction as an overreaction to strong cloud momentum and worrying that spending may outpace near-term returns.

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

Sandisks blowout fiscal-quarter results, stronger next-quarter guidance and announced 8-for-1 stock split are driving attention, but shares sold off despite the positive news. Traders debate whether the drop reflects profit-taking and broader tech weaknessespecially after disappointing results from other major companiesor concern that expectations for AI-driven memory growth have become too high.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Reports of suspicious, potentially multi-billion-dollar outflows from Binance are driving crypto-market anxiety, with traders debating whether the security scare could pressure Bitcoin and MSTR or create a buying opportunity. Strategys quarterly results and concerns about dilution also feature in the discussion, but sentiment remains divided between dip-buyers and traders expecting further downside.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddits post-earnings selloff is centered on weaker-than-expected Q4 revenue guidance, slowing user growth and declining Google search referrals, despite a strong Q3 earnings beat. Traders are especially divided over the planned logged-in-only access: critics fear it will drive away users and reduce traffic, while supporters see it as a way to improve monetization and limit AI scraping.

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

Reports that U.S. intelligence viewed a Megaspeed executive with ties to Jensen Huang as a Chinese intelligence asset have fueled scrutiny of Nvidias China-related business; Nvidia says its dealings were ordinary and that it checked the customers GPU deployments. Traders are divided over whether the allegations matter, while broader concerns about Nvidias weak share performance and the sustainability of AI spending also weigh on discussion.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbases Q3 results are prompting debate over headline profitability versus weaker underlying trading and operating performance, while a reported Binance security incident and falling crypto prices add pressure to sentiment. Traders are split between expecting further downside and viewing COINs relative resilience as a buying opportunity.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apples relative strength amid weakness in AI-heavy tech is the dominant conversation, with traders describing it as a defensive or anti-AI haven as capital rotates toward the stock. Bulls see resilience in Apples established business, while bears argue the valuation is stretched and question whether it can hold up around the upcoming earnings report; some also cite complaints about the new foldable phone.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is drawing attention amid a tech-led selloff after weak market reactions to major technology earnings, with traders focused on Alphabets decline and Amazons results and heavy AI infrastructure spending. The main debate is whether hyperscalers AI investments will generate adequate returns: some traders see bubble risk, while others view the pullback as a buying opportunity.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivians Q3 results beat expectations and the company raised its full-year outlook as R2 deliveries ramped, driving discussion of improving execution and growth prospects. The reaction is mixed: bullish traders welcome the progress, while skeptics point to continued losses and question why the shares have not responded more strongly.

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

IBM Stock Heads For Best Week Since June: CEO Says ‘Q2 Softness Was Timing Rather Than Demand’ After Q3 Beat, Sees Infrastructure Momentum      

Equity

Arvind Krishna highlighted IBM’s software growth and rising infrastructure demand. 


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.

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?

ETFs in Focus as Oracle Shares Spike 8% Post Q3 Earnings Beat

Oracle shares jump after a Q3 earnings beat and higher 2027 revenue outlook, pushing investors to consider ETFs with sizable exposure to the cloud giant.

IBM Stock Tumbled More Than 13% Today — What’s Anthropic Got To Do With It?

Anthropic on Monday announced Claude’s Common Business-Oriented Language (COBOL) capabilities, which is a core business area for IBM.

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.

ETFs to Watch as Oracle Dips Despite Beating on Q2 Earnings

ORCL's post-earnings slide opens a window for investors eyeing ETF exposure as the cloud giant beats profit expectations but misses on revenues. 

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.

The Zacks Analyst Blog Highlights Oracle, IGV, TRFK, TDIV and TDVI.

Oracle soars 36% on record cloud demand and RPO growth, boosting AI deals and Oracle-heavy ETFs.

First Trust Exchange-Traded Fund IV - FT Vest Technology Dividend Target Income ETF

Neutral Sentiment

<ul class="summary-bullets"><li>IBM’s software revenue grew 9% in Q3, infrastructure rose 5%, and consulting increased 2%.</li><li>CEO said IBM’s distributed infrastructure grew 32%, while its Z17 mainframe added over $1 billion in revenue across six quarters.&nbsp;</li><li>IBM shares had plunged over 25% in July after grim preliminary results for Q2.&nbsp;</li></ul><p>International Business Machines Corp. (IBM) stock is heading for its best week since June after the company’s fiscal third-quarter (Q3) 2026 results highlighted strong software growth and infrastructure demand. CEO Arvind Krishna said Q2 weakness “reflected timing rather than underlying demand,” while distributed infrastructure surged 32%, providing optimism about mainframe momentum and enterprise AI spending.&nbsp;</p><p><a href="https://stocktwits.com/symbol/IBM">International Business Machines stock</a> traded over 4% lower overnight, reversing nearly 4% gains in the regular session.</p><h2 class="st-heading-2">Software Leads IBM’s Business Growth</h2><p>IBM’s software division grew 9% in Q3, while infrastructure revenue rose 5%. Consulting also showed a modest improvement of 2%, Krishna said during the company’s Q3&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ibm-stock-rises-after-hours-tops-q3-revenue-estimates-on-software-strength-and-recovery-in-delayed-contracts/cZxMiSpRBwb">earnings</a> call.&nbsp;</p><p>“Transaction processing grew 10%, underscoring the strategic importance of the mainframe and validating our view that the softness we saw in the second quarter reflected timing rather than underlying demand.”&nbsp;</p><h2 class="st-heading-2">IBM’s Mainframe Momentum Continues</h2><p>IBM’s distributed infrastructure business grew 32% in Q3, boosting overall infrastructure revenue. Its latest Z17 mainframe platform also performed well.&nbsp;</p><p>“Z17 continued the strongest innovation cycle in the platform's history, generating more than $1 billion of incremental revenue over 6 quarters compared with prior programs. This reflects the security, reliability, scalability and compelling economics of the platform. As infrastructure costs rise, IBM Z delivers a 2 to 15x total cost of ownership advantage versus off-platform alternatives.”&nbsp;</p><p>Krishna contended that businesses need good data, secure systems and flexible cloud services to make AI useful. He vouched for IBM real-time data tools offering AI-powered software development, task automation, cost control, and cloud computing to help companies use AI across their operations.&nbsp;</p><h2 class="st-heading-2">IBM’s July Rout Driven By AI Hardware Demand&nbsp;</h2><p>On July 14, IBM shares fell more than 25% in a day, marking their biggest single-day drop in over 50 years. The sell-off followed a surprise update ahead of its Q2 earnings, in which Krishna said results were “worse than our expectations.” IBM reported preliminary revenue of $17.2 billion and adjusted earnings of $2.93 per share, missing Street estimates. The disappointing update raised concerns across the enterprise technology sector.&nbsp;</p><p>The rout came as companies unexpectedly shifted IT spending away from IBM’s software and consulting services toward hardware, memory chips, and servers because of AI-driven supply shortages. As a result, IBM’s Infrastructure division revenue fell 7% in Q2. Krishna admitted that the company did not respond quickly enough to rising chip costs and changing customer demand.&nbsp;</p><p>The stock has recovered and is up 16% since the sharp decline.&nbsp;</p><figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261021_104422311_38c9375e06.png" alt="koyfin_20261021_104422311.png" width="2400" height="1240"></figure><h2 class="st-heading-2">IBM Stock: Retail Stance&nbsp;</h2><p>On Stocktwits, retail sentiment around the stock improved to ‘extremely bullish’ from ‘bullish’. Message volume surged 1,600% over the past week, with watchers up 0.1%.&nbsp;</p><p>A user&nbsp;<a href="https://stocktwits.com/DizPlinTrading/message/667075019">said</a>, “Bought at $240 just now. $255 tomorrow would be reasonable, based off their ER.”</p><p>Another user&nbsp;<a href="https://stocktwits.com/MrStockxy/message/667076191">said</a>, “Buy Buy Buy - Everything is positive - so I am sure tomorrow we will go up 10X.”</p><p>IBM stock has declined 15% year-to-date.</p><p>Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mat-stock-closes-flat-as-southeastern-reportedly-prepares-proxy-fight-to-force-sale-of-the-barbie-maker/cZxMhopRBwG">MAT Stock Closes Flat As Southeastern Reportedly Prepares Proxy Fight To Force Sale Of The Barbie Maker</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

A logo of International Business Machines (IBM) kiosk at the Semicon India Expo 2026 in New Delhi, India, on September 19, 2026.

International Business Machines Corp. (IBM) stock is heading for its best week since June after the company’s fiscal third-quarter (Q3) 2026 results highlighted strong software growth and infrastructure demand. CEO Arvind Krishna said Q2 weakness “reflect

IBM Stock Heads For Best Week Since June: CEO Says ‘Q2 Softness Was Timing Rather Than Demand’ After Q3 Beat, Sees Infrastructure Momentum

International Business Machines Corp.

First Trust Exchange-Traded Fund III - First Trust Cloud Computing ETF

First Trust Exchange-Traded Fund IV - FT Cboe Vest Technology Dividend Target Income 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.

Feed

News

Sentiment

Fundamentals

Info

TDVI First Trust Exchange-Traded Fund IV - FT Cboe Vest Technology Dividend Target Income ETF

Fundamentals

Latest TDVI News