SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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 Nvidias board may remove Jensen Huang amid allegations of workplace relationships and scrutiny over his alleged links to a suspected Chinese intelligence operative are driving attention. Traders disagree on the business impact: some fear leadership, governance, and security uncertainty, while others view the controversy as separate from Nvidias fundamentals and are treating the selloff as a buying opportunity.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMDs rally is widely attributed to traders rotating from Nvidia amid reports that its board may consider ousting CEO Jensen Huang, though some argue a leadership scandal does not change AMDs competitive position and question the sharp move. A broader rebound in AI and semiconductor stocks, supported by CoreWeaves outlook, also features in the discussion.

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. 

CoreWeaves strong results and outlook lifted sentiment across AI-cloud providers, with traders treating the report as evidence of resilient demand and improved financing prospects for the neocloud sector ahead of Nebiuss Q3 results. The rally has fueled bullish expectations, but others warn that optimism may already be priced in and are focused on Nebiuss capacity expansion, funding needs, and ability to sustain demand.

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

CoreWeaves stronger-than-expected quarterly results and raised outlook fueled a sharp rebound in AI infrastructure stocks. Traders remain divided over its debt-heavy expansion and a reported Nvidia leadership shake-up: bears see financing and partnership risks, while bulls argue demand and the Nvidia relationship extend beyond one executive.

GraniteShares ETF Trust - GraniteShares 2x Long NVDA Daily ETF

GraniteShares 2x Long NVDA Daily ETF

Dip-buying in NVDL is prominent amid Nvidias share-price swings, while traders also circulate unverified claims about CEO Jensen Huang and an alleged insider or spy scandal. The reaction is divided: some see a buying opportunity, while others expect more downside and warn that the ETFs 2x daily leverage can magnify losses.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondass Q3 earnings report is the main focus, with traders debating whether revenue growth and guidance can offset concerns about losses, cash burn, and dilution. The recent Digital Bat drone order adds to the growth discussion, while high reported short interest fuels speculation about a squeeze; others warn that earnings could trigger another selloff.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras upcoming earnings and the final IPO lockup expiration are driving discussion, with traders debating whether results and guidance can reverse the steep post-IPO decline or whether newly eligible shares and a repeat of the prior earnings selloff could add pressure. Bulls are positioning for a rebound or short squeeze, while bears remain wary of insider selling and execution risks.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Supermicros H15 AI servers powered by AMDs latest EPYC processors are drawing attention as traders see a step toward diversifying beyond Nvidia and serving continued AI-infrastructure demand. The community is upbeat about the launch and recent rebound, but skeptics question whether gains will hold given SMCIs volatility and sensitivity to Nvidia and broader AI-sector moves.

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 rising with semiconductor peers as CoreWeaves stronger outlook renewed confidence in AI infrastructure spending, while traders also see Nvidia CEO controversy prompting a rotation toward rivals such as AVGO. Some remain wary that a sector bounce does not resolve Broadcoms exposure to hyperscaler capex and concentrated custom-chip customers.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Reports that Nvidias board may consider removing Jensen Huang amid allegations of workplace relationships and security concerns dominate discussion, with traders debating whether leadership uncertainty at a major tech holding could weigh on QQQ. Some fear broader weakness in AI and tech, while others call the reaction an overreaction and point to CoreWeaves upbeat outlook and the market rebound as counterweights.

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

Boeing, Lockheed Stocks Draw Retail Attention As Turkey’s Erdogan Reportedly Lines Up $50B In US Jet, Gas Orders To Mend Ties

Equity

Turkey could purchase as many as 250 commercial aircraft, along with additional F-16 fighters from Boeing and Lockheed Martin; retail watchers were tuned in ahead of the meeting with Donald Trump on Thursday.

Chrome Holding Co. is a consumer genetics and research company, which engages in assisting people to access, understand, and benefit from the human genome. It operates through the Consumer and Research Services, and Therapeutics segments. The Consumer and Research Services segment consists of Personal Genome Service, Telehealth Business, and Research Services. The Therapeutics segment focuses on the genetic insights of genetic and phenotypic information. The company was founded by Anne E. Wojcicki in 2006 and is headquartered in San Francisco, CA.

23andMe Holding Co - Ordinary Shares - Class A

Extremely Bearish Sentiment

Turkish President Recep Tayyip Erdogan is set to meet President Donald Trump at the White House on Thursday, six years after their last meeting there, and plans to put forward $50 billion purchase offers for&nbsp;U.S. jets and liquefied natural gas, according to a Bloomberg report.Turkey could purchase as many as 250 commercial aircraft, along with additional F-16 fighters from Boeing and Lockheed Martin, according to unnamed Turkish officials who&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-09-25/turkey-s-erdogan-visits-trump-white-house-with-50-billion-shopping-list">spoke with Bloomberg</a>.On Wednesday, Turkey announced long-term agreements with Mercuria Energy Group and Woodside Energy Group to purchase approximately 76 billion cubic meters of LNG, primarily from U.S. plants.The meeting is an attempt by Erdogan to repair relations with Washington; Turkey and the U.S. have spat in recent years over the former's purchase of Russian arms and involvement in the conflict in Syria, and retaliatory tariffs.After Trump pledged to withdraw from Syria, Turkey attacked U.S.-backed Kurdish forces, prompting Washington to sanction several Turkish ministers. The crisis later de-escalated.Turkey, once a partner in Lockheed's F-35 program, was expelled after buying Russia's S-400 system, triggering another set of sanctions that still stand.Retail traders watching&nbsp;<a href="https://stocktwits.com/symbol/BA">Boeing</a> and&nbsp;<a href="https://stocktwits.com/symbol/LMT">Lockheed Martin</a> were upbeat ahead of Thursday's meeting. On Stcoktwtis, the sentiment was 'extremely bullish' for BA and 'bullish' for LMT, with 'high' message volume for both the tickers."$BA Thursday purchase order news, save us," a user said, alluding to the sharp 17% slide in the stock over the last two weeks.<stembedurl>https://stocktwits.com/DTT015/message/629898934</stembedurl>LMT stock, on the other hand, has gained 20% since its July low, driven more recently by a massive $10 billion missile order.Erdogan's energy and defence deal offers may motivate Trump to agree to a trade agreement that is a win-win for both sides, Bloomberg reported. Erdogan has implemented several changes to improve Turkey's economy recently, and potentially improved relations with the U.S. could bode well for his chances in the country's presidential elections in 2027.Trump is also hosting Pakistani PM Shehbaz Sharif at the White House on Thursday.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/wayfair-founders-cash-out-again-after-rally-retail-traders-feel-stock-looks-too-pricey/chDlbWXR3EM">Wayfair Founders Cash Out Again After Rally, Retail Traders Feel Stock Looks Too Pricey</a>

U.S. President Donald Trump (R) speaks with President of the Republic of Turkiye, Recep Tayyip Erdogan (L), and an attendee at a NATO Summit on June 25, 2025 in The Hague, Netherlands. (Photo by Andrew Harnik/Getty Images)

Boeing Co

GE Aerospace

Lockheed Martin Corp.

Cheniere Energy Inc.

NextDecade Corporation

VG Acquisition Corp.

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

VGAC News