SPDR Dow Jones Industrial Average ETF

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Invesco QQQ Trust Series 1

Select Sector SPDR Trust (The) - State Street Consumer Staples Select Sector SPDR ETF

Consumer Staples Select Sector SPDR Fund

A rotation into defensive consumer staples amid weakness in tech and AI-related shares is driving attention, with traders highlighting XLPs rebound from support and move to fresh highs. Some see the rally continuing, while others warn the trade is crowded and stretched, raising concerns about a pullback.

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

XPengs October delivery growth is drawing attention, with traders debating whether the stronger month-over-month pace can support its ambitious fourth-quarter delivery outlook. The reaction is cautious: some see evidence of a growth rebound, while others worry that execution and weak Chinese EV sentiment could keep pressure on the shares.

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 better-than-expected third-quarter results and raised delivery outlook, supported by the R2 ramp, are driving discussion. Bulls see improving execution and a possible recovery, while skeptics point to continued cash burn and a muted share-price reaction despite the strong report.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Circles CFO plans to step down, and co-founder Sean Neville has resigned from the board, prompting concern about leadership stability as shares fall. Traders are split between viewing the departures as a warning sign and an orderly transition, while also debating USDC growth and competition.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

CADL is drawing attention amid a sharp, thinly traded pullback, with traders debating whether broad biotech weakness or concerns about CEO share sales, potential dilution, and uncertainty around the planned fourth-quarter CAN-2409 prostate-cancer BLA are weighing on sentiment. Bulls are focused on the filing and upcoming SITC data presentations, while skeptics question managements transparency and the regulatory timeline.

Almonty Industries, Inc. engages in the mining, processing, and shipment of tungsten concentrates. Its projects include Almonty Korea Tungsten, Panasquiera mine, Gentung, Almonty Korea Moly, Los Santos mine, and Valtreixal. The company was founded on September 28, 2009 and is headquartered in Dillon, MT.

Almonty Industries Inc

Almonty is drawing attention amid a sharp, volatile pullback, with traders debating whether the weakness reflects broader market pressure or doubts about the Sangdong mines production ramp and near-term sales. Bullish voices point to tungstens tight-supply outlook and the mines move into production, while others want clearer evidence of steady output and revenue.

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

Coinbase is selling off after quarterly results renewed concern about weaker underlying trading activity, with traders arguing that headline profit was largely supported by gains on crypto holdings; the Binance hack and broader crypto-market weakness added pressure. The community is split between viewing the decline as a buying opportunity and expecting further downside amid security and confidence concerns.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

MARAs steep selloff toward multiyear lows has traders focused on the lack of signed AI/data-center tenants and uncertainty around the Long Ridge project, alongside its sensitivity to Bitcoin and concerns about debt, dilution, and management execution. Some traders see the shares as oversold and are buying the dip, while others expect further losses without concrete lease or project updates.

SentinelOne, Inc. engages in the provision of endpoint security software that detects, models, and predicts threat behavior to block attacks on any computing device. Its services include vigilance, support, and training. The company was founded by Tomer Weingarten and Almog Cohen in 2013 and is headquartered in Mountain View, CA.

SentinelOne Inc - Ordinary Shares - Class A

SentinelOne Inc

SentinelOne is drawing attention around bullish analyst actions and product momentum tied to its AI-driven cybersecurity push, including new autonomous-security offerings discussed at its OneCon conference. Traders see rising AI-enabled cyber threats and the stocks valuation discount to peers as potential tailwinds, while takeover talk remains speculation and some remain cautious about execution and volatility.

Sterling Infrastructure, Inc. engages in the provision of construction solutions. It operates through the following segments: Transportation Solutions, E-Infrastructure Solutions, and Building Solutions. The Transportation Solutions segment provides infrastructure and rehabilitation services for highways, roads, bridges, airports, ports, light rail systems, water and wastewater facilities, and storm drainage systems. The E-Infrastructure Solutions segment develops advanced, large-scale site development systems and services for data centers, e-commerce distribution centers, warehousing facilities, transportation projects, energy infrastructure, and other specialized developments. The Building Solutions segment provides residential and commercial concrete foundation services for single-family and multi-family homes, as well as parking structures, elevated slabs, and other concrete construction projects. The company was founded in 1955 and is headquartered in The Woodlands, TX.

Sterling Infrastructure Inc

Sterling Construction Company, Inc.

Sterlings strong Q3 results and raised full-year outlook are colliding with a sharp selloff, leaving traders questioning why the stock is falling despite the beat. The debate centers on whether high expectations, margin pressure from the CEC acquisition, and a dip in signed backlog outweigh continued data-center demand and substantial unsigned awards; some see profit-taking or broader weakness in AI-infrastructure stocks instead.

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Should You Invest in the Vanguard Industrials Index Fund ETF Shares (VIS)?

GEV Stock Drops On Q2 Earnings Miss – CEO Raises Guidance, Says Data Center Orders Have Already Doubled 2025 Total

Equity

GE Vernova’s revenue topped Wall Street estimates, and the company raised its full-year revenue outlook, though earnings per share came in below consensus.


GE Stock Rises Overnight Even As CEO Larry Culp Cuts Growth Forecast, Warns Of Supply Chain Strain From Iran Disruption

During Tuesday’s first-quarter earnings call, Culp noted that global departures edged higher overall, while the Middle East experienced a decline. 


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GE’s Great Breakup Wasn’t A Gamble — It Was A Masterstroke. And Vernova’s AI-Driven Surge Proves It

GEV has rapidly transformed into a high-momentum energy and infrastructure powerhouse, capitalizing on explosive demand from data centers, grid modernization needs, and nuclear investments.


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Bullish Sentiment

<ul class="summary-bullets"><li>GE Vernova CEO Scott Strazik said the company now expects to have at least 125 GW of gas equipment under contract by the end of 2026, up from the prior target of 110 GW.</li><li>The CEO also said data center orders have already exceeded $5 billion this year, more than double the company's total for all of 2025.</li><li>Some retail traders on Stocktwits viewed GEV stock’s pre-market sell-off as an overreaction, pointing instead to the stronger backlog and higher guidance.</li></ul>GE Vernova (GEV) plummeted in early morning trade on Tuesday, on track to erase the stock's gains for the week, after the company beat revenue estimates and raised its full-year guidance but missed earnings expectations.CEO Scott Strazik also raised the company's long-term gas equipment outlook and noted that the data center orders have doubled as compared to 2025. "We now expect to have at least 125 GW of gas equipment under contract by year-end 2026," he said. "We are also seeing continued demand growth in Electrification, with data center orders reaching over $5 billion year-to-date, more than double our 2025 total."The revised outlook marks another step higher for the energy company’s backlog, which has grown steadily from $150 billion at the end of 2025 to $163 billion after the first quarter (Q1), and now stands at $176 billion.<a href="https://stocktwits.com/symbol/GEV">GEV’s stock</a> fell as much as 8% in pre-market trade. It was among the top trending tickers on Stocktwits at the time of writing. Platform data showed a jump in chatter of nearly 400%. Retail sentiment flipped from 'bearish' to 'bullish' terrirtory over the past day.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260722_075210906_png_3c262c5f8c.webp" alt="koyfin_20260722_075210906.png" width="2400" height="1240"><figcaption>GEV stock performance year-to-date. | Source: Koyfin</figcaption></figure><h2 class="st-heading-2">GEV Revenue Tops Estimates, EPS Misses</h2>GE Vernova reported earnings per share (EPS) of $2.47, missing the $3.10 consensus estimate, as per Koyfin. Revenue came in at $11.1 billion, ahead of Wall Street’s expected $10.8 billion. The company raised its full-year 2026 guidance to approximately $46 billion, up from $45 billion.The company also raised its full-year 2026 revenue outlook to approximately $46 billion, up from its prior forecast of $45 billion.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_07_22_080155_png_b12a37a8e6.webp" alt="Screenshot 2026-07-22 080155.png" width="1286" height="692"><figcaption>GEVstock retail sentiment on July 22 as of 7:30 a.m. ET | Source: Stocktwits&nbsp;</figcaption></figure>Many retail investors on Stocktwits argued the market reaction overlooked the company's stronger outlook. One trader described the move as an "over reaction," pointing to the revenue beat and higher guidance.<stembedurl>https://stocktwits.com/Srinivas111/message/659684050</stembedurl>Another said investors should "hold and wait out the algo FUD," suggesting the decline reflected short-term trading activity rather than any deterioration in the company's underlying business.<stembedurl>https://stocktwits.com/BillyBarue/message/659683989</stembedurl>GEV’s stock has gained over 65% this year and risen over 85% in the last 12 months.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/hood-coin-mstr-slide-crypto-equities-selloff-oil-price-surge/cZZmh81R7ws">Crypto Equities HOOD, COIN, MSTR Slide With Broader Market After Oil Hits Five-Week High</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

CEO of GE Vernova Scott Strazik speaks at the Semafor World Economy 2026 summit on April 15, 2026 in Washington, DC. (Photo by Alex Wong/Getty Images)

GE Vernova (GEV) plummeted in early morning trade on Tuesday, on track to erase the stock's gains for the week, after the company beat revenue estimates and raised its full-year guidance but missed earnings expectations. 

GE Vernova Inc.

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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.

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