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Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Democratic gains and the prospect of party control of Congress are driving attention to DJT, as traders view the results as a political setback for Trump and a potential loss of political tailwind for the company. Community reaction is overwhelmingly bearish, though some argue Trumps veto power and a gridlocked government could limit the impact.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

Democratic gains in the midterm elections are the focus as SPY sharply reversed an overnight selloff; traders cite relief over divided-government gridlock and reduced uncertainty, while others worry about AI and data-center regulation and lingering oil and Iran risks. Bulls point to dip-buying and a possible short squeeze, while skeptics call the rebound volatile and potentially temporary.

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 stronger-than-expected results and upbeat outlook, powered by AI and data-center demand, drove the conversation and an initial post-earnings surge. Bulls focused on accelerating growth, while skeptics questioned the valuation and cash flow and worried that political pushback could slow data-center expansion; the stocks sharp swings fueled debate over whether the gains would hold.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

Democratic midterm gains have sparked concern that congressional scrutiny could affect SpaceXs government contracts and data-center expansion, with traders also debating whether Musks political involvement could complicate a potential Tesla-SpaceX merger. Bearish calls about lasting regulatory and contract risks compete with dip-buyers who view the selloff as an overreaction and argue the companys long-term business prospects remain intact.

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

Super Micros strong quarterly results and raised outlook, driven by AI-server demand, are the main focus. Bulls see the growth as evidence the AI buildout remains robust, while skeptics point to thin margins, cash-flow concerns and lingering credibility issues; election-related fears about data-center oversight are also cited as a drag on the muted share reaction.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Democratic gains in the midterms sparked sharp swings in QQQ, with traders debating whether the initial selloff and subsequent rebound signal relief as political uncertainty fades or renewed risk. Some see divided government as supportive for markets, while others worry that tighter AI and data-center rules could weigh on tech stocks.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Ubers quarterly results modestly topped estimates, but traders are focused on the forward outlook and the stocks muted-to-weak reaction, with some calling the guidance soft despite growth and profitability gains. The broader debate centers on persistent share-price weakness and whether autonomous-vehicle competition threatens Ubers platform or could become a growth opportunity through partnerships.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

BioCrysts quarterly results beat expectations, with higher full-year total-revenue guidance and FDA approval of ORLADEYO oral pellets for patients 12 and older. Traders welcomed the report but debated whether ORLADEYO sales were boosted by a pharmacy inventory build, noting that its own revenue guidance was unchanged.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Traders are focused on reported Democratic gains in Congress and Texas, which they fear could bring greater scrutiny of Musks companies, government ties, and a potential SpaceX merger. The reaction is largely bearish, though some see possible support from pro-EV policies or view the pullback as a buying opportunity; merger outcomes remain speculative.

McDonald's Corp. engages in the operation and franchising of restaurants. The firm operates through the following segments: U.S., International Operated Markets, and International Developmental Licensed Markets and Corporate. The U.S. segment focuses its operations on the United States. The International Operated Markets segment consists of operations and the franchising of restaurants in Australia, Canada, France, Germany, Italy, the Netherlands, Russia, Spain, and the U.K. The International Developmental Licensed Markets and Corporate segment consists of developmental licensee and affiliate markets in the McDonald’s system. Its products include Big Mac, Quarter Pounder with Cheese, Filet-O-Fish, several chicken sandwiches, Chicken McNuggets, wraps, McDonald's Fries, salads, oatmeal, shakes, McFlurry desserts, sundaes, soft serve cones, pies, soft drinks, coffee, and McCafe beverages. The company was founded by Raymond Albert Kroc on April 15, 1955 and is headquartered in Chicago, IL.

McDonald`s Corp

McDonald's Corp

McDonalds quarterly results are driving attention, with traders weighing an earnings beat against a revenue miss and mixed regional sales trends. Reactions are divided between those calling the results solid, particularly on U.S. comparable sales, and those waiting to see whether the revenue shortfall or management commentary weighs on shares.

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F Stock On Track For Fourth Straight Days Of Losses As US Q2 Sales Disappoint On Continued Supply Constraints, EV Demand Slump

Equity

The company said first-half F-Series sales reflected production delays tied to earlier aluminum supply issues, with supply expected to improve in the second half.


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Bearish Sentiment

<ul class="summary-bullets"><li>Ford's F-Series production has been under pressure since two fires at a supplier's plant in late 2025.</li><li>EV sales in the quarter fell by a steep 41%, as all three of the company's models posted declines.</li><li>Ford announced a major reset of its electric vehicle strategy, stepping back from large, expensive pure EVs after sustained losses in its Model e division in December.</li></ul>Shares of Ford Motor Company (F) fell 3% on Thursday after the company reported a 10% decline in second-quarter deliveries in the U.S., down to 549,200 units, impacted by model phase-outs, a drop in daily rental sales and continued aluminum supply constraints.The stock is now on track to clock its fourth straight day of closing in the red. &nbsp;<h2 class="st-heading-2">F-Series Maintains Leadership</h2>Ford’s F-Series remained America’s best-selling truck for the 50th straight year. First-half sales totaled 357,801 units, outselling the Chevrolet Silverado by more than 80,000 units, though down 13% year-over-year.The company noted that first-half F-Series figures reflected production retiming from prior aluminum supply issues, with improved supply expected in the second half. The F-series has an aluminum-intensive body. The company’s primary supplier for aluminum sheets, Novelis, experienced two consecutive fires at its plant in Oswego in late 2025, rendering it offline and disrupting Ford’s production. The plant restarted production recently in June.<h2 class="st-heading-2">Ford’s EV Sales</h2>Ford’s EV sales in the quarter fell by a steep 41%, as all three of the company's models posted declines. While Ford F-150 Lightning volumes dropped 59% to 2,421 units, Mustang Mach-E sales dived 31% to 7,031 units.Ford highlighted ongoing progress toward future EVs, including retooling at its Louisville plant for a new affordable small electric pickup on its Universal Electric Vehicle platform, slated for production next year. The vehicle is part of the company’s reset EV strategy.Ford announced a major reset of its electric vehicle strategy, stepping back from large, expensive pure EVs after sustained losses in its EV-dedicated Model e division in December. The company canceled or delayed several planned EVs, including a next-generation three-row electric SUV, and is now concentrating on its new low-cost Universal EV Platform, designed for smaller, more affordable vehicles. The first model will be the midsize four-door electric pickup targeted at around $30,000. The company aims to make its EV business profitable by 2029 through major cost reductions in design, manufacturing, and battery technology.<h2 class="st-heading-2">How Did Ford Retail Traders React?</h2>On Stocktwits, retail sentiment around F stock rose from ‘neutral’ to ‘bullish’ territory over the past 24 hours, while message volume rose from ‘low’ to ‘normal’ levels &nbsp;A Stocktwits user highlighted that Ford is facing clear pressure on volume, with both its trucks and electric vehicles under strain.<stembedurl>https://www.stocktwits.com/FutureBulls/message/658174671</stembedurl>Another expressed disappointment, opining that these are “huge declines.”<stembedurl>https://www.stocktwits.com/jimlo/message/658172110</stembedurl>According to data from Koyfin, 5 of the 21 analysts covering Ford rate it ‘Buy’ or higher, while 15 rate it ‘Hold’ and one rates it ‘Sell.’ The 12-month average price target on the stock is $14.90, representing a potential upside of about 9% from the stock’s last closing price.<a href="https://stocktwits.com/symbol/F">F stock</a> has traded flat year-to-date.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/anthropic-takes-first-step-toward-in-house-ai-chip-talks-with-samsung-underway-says-report/cZmeqsUR7Sz">Anthropic Takes First Step Toward In-House AI Chip — Talks With Samsung Underway, Says Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A view of the Ford logo on the front grill of a vehicle for sale in Hawthorne, California, on February 18, 2026. (Photo by Michael Yanow/NurPhoto via Getty Images)

The company said first-half F-Series sales reflected production delays tied to earlier aluminum supply issues, with supply expected to improve in the second half.

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