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SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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 upcoming quarterly report is dominating discussion, with traders focused on whether results and forward guidance can exceed already elevated expectations. Bulls point to AI demand and growth, while skeptics warn that the premium valuation and broader tech weakness could leave the stock vulnerable even after a beat.

Precigen, Inc. is a biotechnology company, which engages in the research and development of synthetic biology technologies. It operates through the Biopharmaceuticals and Exemplar segments. The company was founded by Thomas David Reed in 1998 and is headquartered in Germantown, MD.

Precigen Inc

FDA accelerated approval of Inovios competing RRP treatment has raised concerns about competition for Precigens PAPZIMEOS. Traders debate whether the rivals potential to reduce surgeries will erode PAPZIMEOS uptake or whether Precigens first-mover lead, full approval, and established commercial presence will help it retain an advantage.

Norwegian Cruise Line Holdings Ltd. engages in the provision of cruise travel services. It offers cruise experiences for travelers with itineraries in Europe, Asia, Australia, New Zealand, South America, Africa, Canada, Bermuda, Caribbean, Alaska and Hawaii. Its brands include Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises. The company was founded in 1966 and is headquartered in Miami, FL.

Norwegian Cruise Line Holdings Ltd

Norwegians better-than-expected third-quarter results and raised full-year outlook drove a sharp rally, with traders highlighting stronger bookings, cost control and improving yields. The subsequent pullback is being debated as profit-taking and broad market weakness, while fuel costs, debt and lingering concerns about demand remain bearish counterpoints.

Axsome Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which engages in the development of novel therapies for the management of central nervous system disorders. Its portfolio consists of Products Overview and Pipeline Overview. The Products Overview includes Auvelity and Sunosi. The Pipeline Overview refers to AXS-05, AXS-07, AXS-12, and AXS-14. The company was founded by Herriot Tabuteau on January 12, 2012 and is headquartered in New York, NY.

Axsome Therapeutics Inc

AXSM is drawing attention ahead of its Q3 earnings report, with investors focused on Auvelitys launch for Alzheimers agitation, prescription growth, and the path to profitability. The steep share-price decline and managements limited commentary have intensified debate: bears worry that uptake is weaker than expected and costs remain high, while bulls argue that samples and long-term-care channels may be obscuring demand and expect the report to clarify the trend.

Amprius Technologies, Inc. engages in the development, manufacture, and market of lithium-ion batteries for mobility applications, including the aviation, electric vehicle and light electric vehicle industries. It operates through the following geographical segments: North America, EMEA, and Asia Pacific. The company was founded by Mark C. Platshon in 2008 and headquartered in Fremont, CA.

Amprius Technologies Inc

A Defense Department grant to expand U.S. production of Amprius batteries for drones is the main catalyst, with traders viewing it as strategic validation and potential support for future demand. The initial rally faded, prompting debate over whether the long-term capacity boost outweighs uncertainty about customer orders, revenue impact, and the facilitys later ramp-up.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

A sharp breakout to a 52-week high, alongside heavy call-option activity, has fueled speculation about a possible buyout and short covering ahead of Q3 results. The acquisition talk is unconfirmed; others point to BRIUMVIs sales growth and upcoming subcutaneous data as the underlying story, while cautioning that earnings and clinical milestonesnot rumorswill matter.

Rocket Cos., Inc. engages in the provision of a suite of services related to homeownership and other personal financial transactions. It operates through the following segments: Direct to Consumer and Partner Network. The Direct to Consumer segment consists of performance marketing and direct engagement through the Rocket Mortgage App. The Partner Network Segment focuses on partnerships with premier consumer-focused organizations, brokers and mortgage professionals who leverage the platform and scale to provide mortgage solutions to clients. The company was founded by Daniel Gilbert in 1985 and is headquartered in Detroit, MI.

Rocket Companies Inc - Ordinary Shares Class A

Rocket Companies Inc

Rockets quarterly results are drawing attention, with bulls praising profitability and market-share gains despite a difficult housing market. The reaction is tempered by concerns about weaker near-term guidance, soft mortgage demand, and elevated Treasury yields and mortgage rates; traders debate whether lower rates could revive the business.

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 weak forward outlook following its quarterly report, with PC demand pressure and supply constraints weighing on expectations, drove a steep selloff. Traders are divided between dip buyers calling the drop an overreaction and bears who see the guidance and execution concerns as signs of deeper problems, amid broader weakness in chip and AI stocks.

Select Sector SPDR Trust (The) - State Street Health Care Select Sector SPDR ETF

Health Care Select Sector SPDR Fund

XLV is drawing attention as traders describe a rotation from technology into defensive sectors, with health care outperforming and pressing to new highs. Many see broad sector strength and a bullish breakout, while others caution that the move may be extended or temporary.

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 quarterly results beat expectations and the company raised its full-year delivery outlook as the R2 ramp gained traction, driving bullish discussion about improving execution and future growth. Traders remain divided, with some expecting a recovery while others point to continued cash burn and a muted share-price reaction.

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US Mortgage ETFs See Heavy Outflows As Elevated Interest Rates Make Homebuying Expensive 

Equity

Soaring borrowing costs and heightened yield volatility have sparked a record sell-off in mortgage-backed securities while driving U.S. mortgage rates to a multi-month high.

Mortgage-Backed Securities ETF (VMBS) Touches New 52-Week High

VMBS hits a new 52-week high amid AI-driven volatility -could this mortgage-backed ETF rally further?

VMBS: Large Inflows Detected at ETF

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Vanguard Mortgage-Backed Securities ETF (Symbol: VMBS) where we have...

Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Investors pulled $2.4 billion from U.S. mortgage-backed securities (MBS) exchange-traded funds in September, the highest monthly redemption rate since March 2020, Bloomberg reported.</li><li>The average 30-year fixed home loan jumped 25 basis points in a single week to 7.28%, representing the largest weekly surge in nearly four years and the highest rate recorded since late 2023.</li><li>Pending home sales fell 4.1% year-on-year in September.&nbsp;</li></ul>Rapidly rising bond yields and fears of higher-for-longer interest rates are weighing on U.S. housing and financial markets.&nbsp;As borrowing costs march higher, investors are abandoning ETFs tracking mortgage-backed securities (MBS) at the fastest pace in years, while prospective homebuyers face the steepest mortgage rates seen since late 2023, affecting overall home sales.<h2 class="st-heading-2">Investors Flee Mortgage Bond Funds</h2>In the capital markets, exchange-traded funds holding U.S. mortgage debt saw $2.4 billion in net redemptions in September, the heaviest selling in the sector since the onset of the pandemic in March 2020, according to Bloomberg.The sell-off has been driven largely by a sharp rally in U.S. Treasury yields, which have hovered near multi-decade peaks amid expectations that the Federal Reserve will keep monetary policy tight to combat inflation.&nbsp;Because surging benchmark rates reduce the likelihood of homeowners refinancing, holders of mortgage debt risk remaining locked into lower-yielding assets for extended durations. Furthermore, with risk-free Treasuries offering nominal yields above 5%, the complex structure of mortgage bonds has grown increasingly unappealing to market participants.For instance, BlackRock’s iShares MBS ETF (<a class="mention" data-mention="$MBB" data-symbol-id="MBB" href="https://stocktwits.com/symbol/MBB" target="_blank">MBB</a>) logged roughly $2.7 billion in monthly outflows—its largest on record—and posted a 3% total loss for September. Competitor funds, including the Schwab Mortgage-Backed Securities ETF and the Simplify MBS ETF, also notched record monthly redemptions of $245.8 million and $342 million, respectively, as per Bloomberg.&nbsp;<img src="https://news.stocktwits-cdn.com/koyfin_20261001_112326724_0e306b497e.png" alt="US Mortgage ETFs Are Seeing Outflows | Source: Stocktwits"><h2 class="st-heading-2">Home Borrowing Costs Hit New Highs</h2>According to data released by Freddie Mac, the average benchmark 30-year fixed mortgage rate escalated to 7.28%, up from 6.34% a year earlier. The 25-basis-point single-week increase represents the sharpest weekly spike in borrowing costs since October 2022.Economists note that the rapid rate rise has sharply undermined home affordability, compounding challenges for prospective buyers who are already grappling with near-record purchase prices. Consequently, real estate demand is deteriorating rapidly across multiple metrics.<h2 class="st-heading-2">Cooling Housing Demand</h2>Data shows pending home sales fell 4.1% year over year in September, while loan application metrics from the Mortgage Bankers Association dropped to their lowest point since April 2025. Refinance applications fell sharply as well, tumbling another 8.7%.To adapt to the tightening environment, an increasing proportion of sellers are forced to reduce asking prices. According to Realtor.com, the percentage of listings with price cuts hit its highest September level since 2018.&nbsp;On Stocktwits, retail sentiment around the SPDR S&amp;P 500 ETF (<a href="https://stocktwits.com/symbol/SPY">SPY</a>), which tracks the S&amp;P 500, remained ‘extremely bullish.’ Sentiment for the Invesco QQQ Trust (<a href="https://stocktwits.com/symbol/QQQ">QQQ</a>), which tracks the Nasdaq-100, and the SPDR Dow Jones ETF (DIA) stayed ‘bullish’.Sentiment on iShares 20+ Year Treasury ETF (TLT) was ‘bullish’, with ‘high’ message volumes.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

A sign advertises new homes in a gated community in Fontana, California. Shares of Better Home surged nearly 47% on Monday. (Photo by Mario Tama/Getty Images)

Rapidly rising bond yields and fears of higher-for-longer interest rates are weighing on U.S. housing and financial markets.

US Mortgage ETFs See Heavy Outflows As Elevated Interest Rates Make Homebuying Expensive

iShares MBS ETF

Schwab Strategic Trust - Schwab U.S. REIT ETF

SPDR Portfolio Mortgage Backed Bond ETF

iShares 20+ Year Treasury Bond ETF

Vanguard Mortgage-Backed Securities ETF

Vanguard Real Estate 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.

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VMBS Vanguard Mortgage-Backed Securities ETF

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