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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 sharp selloff after its quarterly report is centered on a weaker-than-expected outlook, with traders citing persistent PC-market softness and production constraints despite the quarter beating some expectations. The community is split between expecting further declines and viewing the drop as an overreaction and 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 beat, higher outlook and announced 8-for-1 split are being overshadowed by a sharp post-earnings decline amid a broader semiconductor and tech selloff. Traders disagree on whether the drop reflects profit-taking and concerns that memory pricing may be nearing a cyclical peak, or an overreaction to results and AI-driven demand that remain strong.

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 drove attention, as modest revenue and earnings misses, heavy AI infrastructure spending, and negative free cash flow outweighed accelerating AWS growth. Traders are split between viewing the selloff as an overreaction and worrying that spending may outpace returns.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

A reported multibillion-dollar Binance security breach has driven Bitcoin lower and raised concerns about exchange security and confidence in crypto. Traders disagree on whether the incident signals broader risk or is limited to the exchange, with some calling the selloff a buying opportunity and others warning of further downside.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is under pressure amid a broad technology selloff, as Amazons and Intels results and outlooks intensified concerns that heavy AI spending may not be translating into adequate returns. Traders are divided between viewing the decline as a sign of a deeper AI-led correction and treating it as a dip-buying opportunity; some also point to rising oil and geopolitical uncertainty.

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 driven by weaker-than-expected fourth-quarter guidance, missed user-growth expectations and managements warning that Google search referrals are falling, alongside plans to test a logged-in-only experience. Traders are divided: bears fear AI-driven traffic losses and login restrictions will erode growth, while some bulls call the decline an overreaction to results that beat on revenue and earnings.

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

Apple is drawing attention as a perceived safe-haven, anti-AI trade, with traders saying money is rotating into the stock as other large technology names sell off. Ahead of earnings, bulls point to its lower AI spending while bears question its stretched valuation and growth prospects, with some also raising concerns about new-device demand and foldable-phone screen issues.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

Weak Intel guidance and Amazons heavy AI-related spending have weighed on semiconductor sentiment, driving discussion of SOXLs sharp swings. Traders debate whether the pressure signals broader concerns about the AI trade or a buying opportunity, while strong SK Hynix results are cited as a counterpoint.

Aurinia Pharmaceuticals, Inc. is a clinical stage bio-pharmaceutical company, which engages in the research, development, and commercialization of therapeutic drugs. The company was founded by Robert Foster, Richard Glickman, and Michael Martin on June 16, 1993 and is headquartered in Edmonton, Canada.

Aurinia Pharmaceuticals Inc

Quarterly results showing year-over-year revenue growth and an increased full-year revenue outlook are driving attention. Reactions are broadly positive, though traders are debating flat sequential sales and higher R&D spending, with some surprised by the stocks weak response.

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 gains traction, drawing bullish calls for a recovery. Traders remain divided, with enthusiasm over execution and analyst upgrades countered by concerns about persistent losses, cash burn and the stocks difficulty holding its gains.

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Nifty 50

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Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

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SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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AT&T CEO Says SpaceX’s Low-Band Spectrum Isn’t Cause to 'Over-Rotate': T Stock Slips After Q3 Earnings Beat

Equity

AT&T CEO John Stankey said on the company’s third-quarter earnings call that building a network capable of matching established carriers’ coverage and performance would require years of investment.


NFLX Stock Flat Overnight: Netflix's ‘Largest Content Deal’ With Brazil Media Giant Globo Fails To Sway Retail Ahead Of Earnings 

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NFLX Stock Dips Overnight: Retail Turns Bearish Ahead Of Earnings As Netflix Reels Under Growth Pressure 

Netflix faces rising investor concerns ahead of earnings as more U.S. users cancel subscriptions and viewing time declines. 


NFLX Stock Dips Overnight: Netflix Faces Analyst Downgrade As Margin Concerns Persist Ahead Of Earnings 

Netflix is facing slowing viewership, rising content costs, and growth concerns ahead of third-quarter earnings. 


Skydance CEO David Ellison Outlines 4 Goals For Merger Success, Company Targets $2B In First-Year Synergies

The combined company has roughly $79 billion in debt and aims to reduce leverage to three times within about three years through revenue growth and cost savings.


Meta Expands Muse To Small Businesses — AI Agent Can Connect With Payments, Commerce And Productivity Tools

Meta introduced Muse earlier this month as a personal AI agent designed to work toward longer-term goals rather than simply respond to individual prompts. Muse for Small Business extends that same model into commercial workflows.

Meta Maps Out Muse Monetization Strategy: Tap With ETFs or Stock?

Meta's Muse AI agent is expanding into commerce ahead of the holiday season. Can it unlock a new revenue stream?

Vanguard World Fund - Vanguard Communication Services ETF

Bearish Sentiment

<ul class="summary-bullets"><li>Stankey sees low-Earth-orbit satellites as a potential way to extend connectivity in rural areas rather than replace terrestrial wireless networks.</li><li>AT&amp;T reported a 5.3% increase in quarterly revenue to $32.3 billion and adjusted earnings per share of $0.65.</li><li>The company raised its 2026 adjusted EPS outlook to about $2.40 and expects at least $18 billion in free cash flow.</li></ul>AT&amp;T (T) CEO John Stankey told analysts on Wednesday that investors shouldn’t read too much into SpaceX’s plan to become a mobile carrier during the company’s third-quarter earnings call.<blockquote>“I wouldn’t over-rotate on what I would call one carrier of low-band spectrum.”– John Stankey, CEO, AT&amp;T</blockquote>SpaceX (SPCX) said this month, and confirmed on its second earnings call since going public on Tuesday, that it plans to turn Starlink into a major U.S. mobile carrier and is buying a block of low-band spectrum to do it.&nbsp;<a href="https://stocktwits.com/symbol/T">T stock</a> fell over 4% in morning trade and was among the top trending tickers on Stocktwits alongside&nbsp;<a href="https://stocktwits.com/symbol/SPCX">SPCX stock</a>, which rallied over 8%. T stock pared losses after momentarily hitting a fresh three-month low at market open.<figure class="image"><img src="https://news.stocktwits-cdn.com/T_2026_10_21_09_59_39_e121c73727.png" alt="T_2026-10-21_09-59-39.png" width="1794" height="974"><figcaption>T stock price performance over the past 3 months on October 21 as of 10:00 a.m. ET. | Source: TradingView</figcaption></figure>On Stocktwits, retail sentiment around T-Mobile improved to ‘neutral’ from ‘bearish’ territory over the past day. Meanwhile, sentiment around Elon Musk-led SpaceX jumped to ‘extremely bullish’ from the ‘neutral’ zone.<figure class="image"><img src="https://news.stocktwits-cdn.com/image_24_b5cfc528a3.png" alt="image (24).png" width="1264" height="698"><figcaption>T stock retail sentiment on October 21 as of 10:00 a.m. ET | Source: Stocktwits</figcaption></figure>AT&amp;T’s third quarter (Q3) call also marked Chief Financial Officer (CFO) Pascal Desroches’ last earnings call. Deputy CFO Jennifer Byry is set to take over after the new year.<h2 class="st-heading-2">Why AT&amp;T Says Spectrum Alone Won't Make SpaceX A Wireless Rival</h2>Stankey said AT&amp;T operates “somewhere between six to eight carriers of low-band spectrum” in a typical metropolitan area. According to him, a wireless network’s performance depends on more than its spectrum holdings, pointing to the infrastructure needed to deliver service inside buildings, stadiums and hospitals.He cited that in a city such as Chicago, 40% to 45% of mobile traffic originates indoors, where satellite signals face greater challenges.“It takes a lot of years and a huge level of investment” to build a network that can deliver that level of performance, he said, adding that about 98% of the traffic is where AT&amp;T already offers coverage.Stankey did not dismiss satellite connectivity altogether. He said low-Earth-orbit (LEO) satellites are “fantastic for delivering bandwidth to rural areas” and could help AT&amp;T serve sparsely populated areas more economically while reducing customer losses at the edges of its network.<h2 class="st-heading-2">AT&amp;T’s Fiber Coverage Has ‘Never Been Greater’, Says CEO</h2>Stankey said he expects “some kind of a peak and then a downward trajectory” for fixed wireless adoption. He said the most durable customer proposition is “a fiber-fed broadband customer with a great wireless service on top of it.”AT&amp;T reported a record quarter for internet net additions across fiber and fixed wireless. The company also said its fiber network is well positioned to serve growing demand from data centers and cloud providers.Stankey said more than 90% of mapped U.S. data centers are within 10 miles of AT&amp;T’s fiber network. Amazon Web Services (AWS) uses AT&amp;T to connect its sites, and the carrier is working with Microsoft (MSFT) on high-capacity connectivity needs.<blockquote>“Our fiber reach has never been greater. Our spectrum position has never been stronger.”– John Stankey, CEO, AT&amp;T</blockquote><h2 class="st-heading-2">AT&amp;T Q3 Earnings Recap</h2>AT&amp;T’s reported Q3 revenue rising 5.3% to $32.3 billion, above the roughly $31.65 billion consensus estimate as per Koyfin. Earnings per share (EPS) came in at $0.65, compared to Wall Street’s estimates of about $0.60. The company added 379,000 postpaid phone customers, with churn at 0.92%.&nbsp;AT&amp;T also raised its 2026 adjusted EPS outlook to about $2.40 from a previous range of $2.25 to $2.35. The company expects adjusted earnings before interest, tax, depreciation and amortization (EBITDA) growth toward the upper end of its 3% to 4% range and free cash flow of at least $18 billion, including about $6 billion in the fourth quarter (Q4).The telecom giant lowered its planned annual capital spending for 2027 and 2028 to $22 billion to $23 billion, a reduction of about $1 billion. It continues to target more than 60 million fiber locations by 2030.Near-term pressures remain. Executives said during the earnings call that higher marketing and customer acquisition costs, along with about $100 million in vendor dispute settlements, are expected to weigh on Q4&nbsp; EBITDA. They added that fiber revenue per customer fell 4% and is expected to decline by a similar amount, while home internet net additions are expected to slow during the holiday period.<h2 class="st-heading-2">How Is Retail Feeling About AT&amp;T Stock?</h2>On Stocktwits, message volume around T stock more than doubled over the past day. Retail traders debated the drop in shares despite an earnings beat and guidance raise.<stembedurl>https://stocktwits.com/RoyalsLulz/message/666994065</stembedurl>One retail trader argued that AT&amp;T shares appeared oversold and pushed back on comparisons with SpaceX, pointing to the cost and maintenance required to operate a satellite network at scale.<stembedurl>https://stocktwits.com/no2197/message/667003811</stembedurl>AT&amp;T shares have fallen nearly 9% this year and almost 15% in the last 12 months.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-gtc-berlin-keynote-jensen-huang-puts-50-billion-price-tag-on-1-gw-ai-factory/cZxt68mRBvI">Nvidia GTC Berlin Keynote: Jensen Huang Puts $50 Billion Price Tag On 1GW AI Factory Amid DSX POD Launch</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

John Stankey, Chairman and CEO of AT&T, speaks at a Ford Pro Accelerate event on September 30, 2025 in Detroit, Michigan. (Photo by Bill Pugliano/Getty Images)

AT&T (T) CEO John Stankey told analysts on Wednesday that investors shouldn’t read too much into SpaceX’s plan to become a mobile carrier during the company’s third-quarter earnings call.

BlackRock Institutional Trust Company N.A. - iShares U.S. Telecommunications ETF

SpaceX

AT&T Inc

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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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