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 quarterly report sparked a sharp selloff as weaker-than-expected fourth-quarter guidance, attributed to PC weakness, memory costs and supply constraints, outweighed stronger-than-expected results and data-center growth. Traders are split between viewing the drop as an overreaction and expecting further losses amid concerns about Intels outlook and execution.

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 and outlook are weighing on shares as investors focus on heavy AI infrastructure spending, weaker cash flow, and a softer holiday-quarter forecast despite accelerating AWS growth. Traders debate whether the selloff overreacts to those costs or reflects uncertainty about when AI investments will pay off.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Weak reactions to major tech earnings, especially Amazons heavy AI spending and Intels cautious outlook, have intensified concerns that hyperscalers may struggle to earn returns on AI infrastructure investment, weighing on the Nasdaq-heavy QQQ. Traders are broadly debating whether this signals a wider AI-led correction or a temporary pullback, with some expecting a rebound while many express bearishness.

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

A reported, still-investigated Binance security breach and sharp Bitcoin selloff are weighing on Strategy, whose shares are closely tied to Bitcoin; traders debate whether the crypto shock is a buying opportunity or a broader confidence risk. The discussion also weighs strong headline Q3 earnings driven largely by Bitcoin valuation gains against softer revenue and concerns about dilution.

Ethereum is a global, open-source platform for decentralized applications. In other words, it is a decentralized blockchain platform that enables developers to build and deploy smart contracts and applications without central authority control. Unlike Bitcoin, which primarily functions as digital currency, Ethereum operates as a programmable global computer where developers can create any type of decentralized service.   The platform hosts over $14 billion in DeFi applications with hundreds of thousands of active users across financial protocols, NFT marketplaces, and gaming platforms. Its transition to Proof of Stake in September 2022 reduced energy consumption by over 99%, addressing environmental concerns while strengthening network security.  The network operates through thousands of independent validator nodes that process transactions and execute smart contracts on the Ethereum Virtual Machine. Smart contracts are self-executing programs written in Solidity that automatically carry out agreements when conditions are met, eliminating intermediaries like banks or brokers.   Validators stake ETH as collateral to propose and validate blocks, earning rewards for honest participation while facing penalties for malicious behavior. The EIP-1559 upgrade introduced a dynamic base fee mechanism that burns ETH with each transaction, creating deflationary pressure during high network activity when more ETH is burned than issued to validators.  Vitalik Buterin proposed Ethereum in 2013, but seven co-founders helped build it, including Gavin Wood who created Solidity and the EVM technical specification, and Joseph Lubin who founded ConsenSys. The project launched in July 2015 after raising over $18 million through crowdfunding, quickly becoming the largest blockchain developer community. Major milestones include the 2020 Beacon Chain launch, the 2021 London hard fork implementing fee burning, and the 2022 Merge to Proof of Stake.   Ether (ETH) serves multiple functions: paying transaction fees (gas), staking to secure the network and earn 3-5% annual yields, serving as collateral in DeFi protocols, and purchasing NFTs and digital assets. The asset is increasingly adopted by traditional institutions, with publicly traded companies adding ETH to corporate treasuries to generate staking yields while maintaining blockchain exposure, and in 2024, the SEC approved spot Ethereum ETFs, allowing traditional investors to gain exposure through conventional brokerage accounts.  Ethereum's roadmap focuses on dramatically increasing transaction capacity to over 100,000 per second, reducing confirmation times, and enhancing decentralization while maintaining security against future threats like quantum computing.

Ethereum

Ethereum is under pressure amid a broad crypto selloff, with traders pointing to Bitcoins decline, tech-market weakness and forced long liquidations. Circulating claims of a major Binance hack add to concern, though some traders dismiss the drop as a shakeout and are buying the dip.

XRP is a decentralized digital asset and the native token of the XRP Ledger, a Layer 1 blockchain designed for high-performance global payments. Its primary value proposition is offering a fast, cost-effective alternative to traditional banking systems by enabling near-instant cross-border settlements that finalize in three to five seconds. By serving as a neutral bridge asset between different fiat currencies, it helps financial institutions lower liquidity costs and eliminates the need for pre-funded accounts.  The network is unique because it utilizes a federated consensus protocol instead of energy-intensive mining or staking. This system achieves deterministic finality through a Unique Node List of trusted validators who must reach an eighty percent agreement threshold to permanently record transactions. This infrastructure supports a sustained throughput of 1,500 transactions per second and includes a built-in decentralized exchange that allows for the automated trading of any tokenized asset without intermediaries.  The project traces its origins back to 2004 with Ryan Fugger before being co-founded in its modern form by Jed McCaleb and Chris Larsen. The company, now known as Ripple, works with major financial institutions as partners and investors to build global payment solutions. To protect the network from spam, a small amount of XRP is burned during every transaction, and the token is further utilized by institutions as collateral to access traditional markets and manage digital asset infrastructure.  Institutional adoption of the asset reached a major milestone in November 2025 when the SEC approved the first wave of spot XRP ETFs. These products, offered by major issuers including Bitwise, Grayscale, 21Shares, Canary Capital, and Franklin Templeton, are now listed on prominent exchanges like the NYSE Arca, Nasdaq, and Cboe BZX. While Ripple remains a key contributor to the ecosystem, the underlying XRP Ledger continues to operate as an open-source and decentralized network.

Ripple

XRP is under pressure amid broader crypto weakness, with traders also citing unverified Binance-hack rumors and disappointment that Ripples Swell and bank-charter headlines have not lifted the token. The main debate is whether Ripples expansion of RLUSD and institutional partnerships creates direct demand for XRP: skeptics say the benefits may accrue mainly to Ripple and its stablecoin, while bulls see longer-term ecosystem adoption.

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 drawing attention despite a Q3 revenue and earnings beat, as weaker-than-expected Q4 guidance, declining search referrals, and falling U.S. daily users raise concerns about growth. Traders are debating whether the drop is an overreaction or whether a planned login requirement could further reduce traffic and weaken the platforms appeal to advertisers.

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 unusual resilience and push toward highs as other large-cap tech and AI stocks weaken has fueled talk of a safe-haven or anti-AI rotation. Traders are split between viewing it as a defensive holding and arguing its valuation is stretched ahead of earnings, with some also raising concerns about new-product quality.

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 have traders debating whether the headline profit beat reflects underlying strength: many attribute it to gains on crypto holdings while pointing to weaker core operating and trading performance. Reports of a possible major Binance hack and Bitcoins decline have added pressure to crypto sentiment, though some traders view the selloff as a buying opportunity.

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 strong quarterly results, higher guidance, and announced 8-for-1 stock split are driving attention, with traders highlighting surging AI data-center demand for NAND storage. The shares fell sharply despite the upbeat report, prompting debate over whether broader tech-sector weakness and profit-taking are outweighing the companys fundamentals or signaling concerns about lofty expectations and the AI trade.

statis crypto Watchlist

Bitcoin

Solana

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

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.

Current Price	$31.71
Prev Close	$31.71
Open	$31.70
Dividend Yield	N/A
50-Day Moving Average	$31.20
Beta	N/A
Avg. Volume	183,186.50
PE Ratio	N/A

52-Week High	$35.57
52-Week Low	$25.63
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

Feed

News

Sentiment

Fundamentals

Info

TDVI Fundamentals