SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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

SpaceXs strong third-quarter results and upbeat outlook for AI and compute expansion are driving attention, with analyst upgrades and Tesla merger discussions adding to the rally. Traders are weighing that growth story against concerns about high capital spending, valuation and a large share unlock.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflixs post-earnings selloff is centered on weaker-than-expected guidance and a reduced advertising outlook, despite an earnings beat; analyst downgrades and concerns about slowing growth and competition have added pressure. Traders are divided between expecting further declines and viewing the drop as an overreaction and a buying opportunity.

Strive, Inc. engages in the provision of an asset management Bitcoin treasury. It is focused on maximizing value for shareholders, accumulating bitcoin and outperforming bitcoin over the long run. The company was founded by Arshia Sarkhani, Jackson Fairbanks, Arman Sarkhani, and Kyle Fairbanks on March 9, 2022 and is headquartered in Dallas, TX.

Strive Inc. - Ordinary Shares - Class A

Strive Inc.

Strives upsized SATS preferred-stock offering has closed, and traders are focused on using the proceeds to expand its Bitcoin treasury, alongside recent Bitcoin purchases and a Bitcoin rally. Bulls see growing Bitcoin holdings as supportive, while critics argue the preferred dividends and ongoing share issuance create financing costs and dilution risk for common shareholders.

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

The finalized GENIUS Act rules for stablecoin issuers are being viewed by traders as a positive regulatory development for Circle and USDC, alongside chatter about a Citi upgrade. The community is largely bullish on the rebound, though some are debating whether the breakout can hold.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabets selloff is being discussed around upcoming earnings, with traders speculating that AI spending could rise sharply and debating whether AI competitors threaten Search advertising. Some see that risk as outweighing growth in Cloud, while others view the weakness as a buying opportunity and expect AI and Cloud demand to support the business.

Six Flags Entertainment Corp. engages in operating amusement parks in North America. It operates amusement parks, water parks, and resorts. The company is headquartered in Charlotte, NC.

Six Flags Entertainment Corp.

Six Flags Entertainment Corp

A fatal rider accident at Six Flags Over Georgia and precautionary closures of similar coasters during the investigation are fueling concern about safety, legal exposure, and possible damage to attendance. Traders are also focused on the companys heavy debt and weak financial outlook, while some see the selloff as a buying opportunity or potential short-squeeze setup.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

SOXX is drawing attention as traders point to SpaceXs strong AI-compute demand and rising GPU rental prices as evidence against fears of a semiconductor-demand glut. The discussion remains divided: bullish voices see support for chip demand, while bears warn that recent sector weakness and AI financing concerns could keep the rebound fragile.

Icahn Enterprises LP is a holding company. It operates through the following segments: Investment, Automotive, Energy, Food Packaging, Real Estate, Home Fashion, Pharma, and Holding Company. The Investment segment consists of various private investment funds. The Automotive segment holds ownership in Icahn Automotive Group, LLC. The Energy segment refers to petroleum refining and marketing businesses. The Food Packaging segment involves the production and sale of cellulosic, fibrous, and plastic casings for the processed meat and poultry industry. The Real Estate segment offers rental real estate, property development, and resort activities. The Home Fashion segment deals with manufacturing, sourcing, marketing, distributing, and selling home fashion consumer products. The Pharma segments operate through Vivus, Inc., a specialized pharmaceutical company. The Holding Company segment manages acquisition and investment in operating businesses. The company was founded on February 17, 1987 and is headquartered in Sunny Isles Beach, FL.

Icahn Enterprises L P - Unit

Icahn Enterprises, L.P.

IEPs steep decline toward new lows is driving concern about its losses, unit dilution from distributions paid in units, and whether the quarterly payout is sustainable; traders are looking to upcoming earnings for clarity. Some bulls point to IEPs CVR Energy stake and high short interest as potential support, while skeptics argue those factors have not reversed the prolonged slide.

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 raised preliminary quarterly outlook, citing stronger AI-server demand and improved gross-margin expectations, is driving attention. Bulls view the update as evidence of accelerating growth, while skeptics point to execution, cash-flow and credibility concerns and frustration that the stock has given back some of its gains.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JD is drawing attention after a sharp post-earnings selloff despite a better-than-expected report and improved profitability; traders are debating whether the revenue decline and weak Chinese consumer demand justify the drop or whether it is an overreaction to otherwise solid results.

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

NVIDIA Corp

 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

A Guide to Investing in Cybersecurity ETFs

AI may face growing safety and valuation concerns, but cybersecurity demand could benefit. Here are the ETFs to consider.

Strengthen Your Portfolio With These Cybersecurity ETFs

AI safety concerns and rising cyber threats are fueling demand for cybersecurity. Here are ETFs positioned to benefit from growing security needs.

Time to Boost Cybersecurity ETF Exposure as AI Safety Concerns Rise

AI safety concerns are rising, but that could create another tailwind for cybersecurity. Here are ETFs positioned to benefit from growing security needs.

Cybersecurity Demand Fuels CrowdStrike's Earnings Beat: ETFs in Focus

CrowdStrike's earnings beat highlights strong cybersecurity demand. Discover ETFs positioned to benefit from CRWD's growth and the broader sector's momentum.

AI is transforming cybersecurity-and cybercrime. Here are cybersecurity ETFs positioned to capitalize on rising demand.

5 ETF Areas Trading at a 52-Week High

AI momentum, defensive investing and elevated energy prices are pushing several ETF areas to fresh 52-week highs in 2026.

Hack-Proof Your Portfolio: The Bull Case for Cybersecurity ETFs

As AI investments surge, AI-driven cyberattacks are rising in parallel, boosting the case for cybersecurity ETFs.

Growing AI Risks & Defense Demand Boost Cybersecurity ETFs' Appeal

As AI adoption and cyberwarfare accelerate, cybersecurity ETFs may offer a compelling investment opportunity.

DDOG Stock Races Toward Best Week Ever After $1B Revenue Milestone — Stifel Sees 61% More Upside Ahead

Equity

Datadog is also on track to be the top gainer this week on the Nasdaq 100 and the second-best performer on the S&P 500. 


Are Tech ETFs New Safe Haven Amid Iran War?

Iran war volatility lifts oil and rattles stocks. But tech ETFs, powered by AI, cloud and cybersecurity demand, are emerging as surprising defensive plays.

WisdomTree Trust - WisdomTree Cybersecurity Fund

Bullish Sentiment

<ul class="summary-bullets"><li>Datadog’s customer usage is growing at the fastest rate since early 2022.&nbsp;</li><li>Jefferies, Stifel, and Evercore ISI raised their price targets after Q1 earnings.&nbsp;</li><li>Jefferies kept a Buy rating, citing the strongest customer usage growth since early 2022.&nbsp;</li></ul>Datadog,&nbsp;Inc.’s stock (DDOG) is&nbsp;on track to notch its best weekly performance on record&nbsp;as the cloud company delivered a breakout first-quarter (Q1) earnings that ignited investor enthusiasm and&nbsp;underscored its key role in the artificial intelligence infrastructure boom.The stock is also set to be the biggest winner this week on the Nasdaq-100 and the second-best performer on the S&amp;P 500.<h2 class="st-heading-2">Wall Street Backs DDOG’s Strengthening Growth Trends</h2>Jefferies, Stifel and Evercore ISI all raised their price targets on Datadog after what analysts broadly described as a solid “beat and raise” quarter. The firms cited stronger-than-anticipated demand, improving guidance and continued momentum in both core and AI-related products.Jefferies raised its price target&nbsp;on DDOG to $210 from $170 and kept a ‘Buy’ rating, according to TheFly. The firm said customer usage grew at its fastest rate since early 2022, showing strong momentum in its main platform services.&nbsp;Stifel made a more aggressive revision, raising its target to $305 from $160 and also reiterating a ‘Buy’ rating. The firm emphasized that revenue growth continued to pick up sequentially. The new price target implies a 61% upside&nbsp;from the stock’s closing price on Thursday.&nbsp;Evercore ISI also raised its price target to $225 from $175, maintaining an Outperform rating. The firm said the company’s quarterly results and forward guidance helped ease concerns that growth might slow later in the year.<a href="https://stocktwits.com/symbol/DDOG">Datadog stock</a> traded over 1% lower overnight late Thursday, after surging over 31% in the regular session.&nbsp;<h2 class="st-heading-2">DDOG’s&nbsp;Strong Growth Across Core Metrics</h2>In Q1, Datadog posted revenue of $1.006 billion, reaching its first-ever billion-dollar mark and beating analyst expectations of $959.9 million. Adjusted earnings per share came in at $0.60, well above the $0.51 Street forecast, according to Fiscal AI data.&nbsp;&nbsp;The company continued to deepen its enterprise base, growing to roughly 4,550 customers generating more than $100,000 in annual recurring revenue, up from about 3,770 a year earlier.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/fiscal_ai_chart_export_5_jpg_b31393eadc.webp" alt="DataDog Sees Stellar Growth In Customer Base &amp; Revenue" width="2160" height="2160"><figcaption>DataDog Sees Stellar Growth In Customer Base &amp; Revenue</figcaption></figure>Looking ahead, the company sees Q2 revenue between $1.07 billion and $1.08 billion and EPS between $0.57 and $0.59,&nbsp;compared with the Street estimates of $1.06 billion and $0.58, respectively.&nbsp;<h2 class="st-heading-2">What Are DDOG Retail Traders Saying?&nbsp;</h2>On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory with 1,377% surge in message volume over 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_07_235301_png_1dc0b0ef62.webp" alt="DDOG’s Sentiment Meter and Message Volume as of 23:40 p.m. ET on May. 7, 2026 | Source: Stocktwits" width="927" height="101"><figcaption>DDOG’s Sentiment Meter and Message Volume as of 23:40 p.m. ET on May. 7, 2026 | Source: Stocktwits</figcaption></figure>A user&nbsp;<a href="https://stocktwits.com/informal/message/652690993">said</a>, “<a href="https://stocktwits.com/symbol/DDOG">$DDOG</a> earnings just proved high-value SaaS isn’t dying because of AI, it’s accelerating.”Another user said, “damn, I missed this one.&nbsp; Crushing growth with expanding margins.”<stembedurl>https://stocktwits.com/asjos77/message/652686899</stembedurl>DDOG stock has gained over 38% year-to-date.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ttd-stock-sinks-overnight-on-weak-outlook-but-ceo-feels-best-days-are-ahead/cZX2P0EReQv">TTD Stock Sinks Overnight On Weak Outlook, But CEO Feels ‘Best Days Are Ahead’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a smartphone displays the logo of Datadog, Inc.

Datadog is also on track to be the top gainer this week on the Nasdaq 100 and the second-best performer on the S&P 500. 

First Trust Exchange-Traded Fund III - First Trust NASDAQ Cybersecurity ETF

Datadog Inc

Double beat (rev + EPS)

Revenue beat, EPS miss

EPS beat, revenue miss

Double miss

Meta ($META) reports earnings after the close today. What do you expect?

Stocktwits

Meta Platforms Inc

) reports earnings after the close today. What do you expect?

Feed

News

Sentiment

Fundamentals

Info

WCBR WisdomTree Trust - WisdomTree Cybersecurity Fund

Fundamentals

Latest WCBR News