SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

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 weaker-than-expected fourth-quarter outlook, tied to soft PC demand and production constraints, drove a sharp selloff despite stronger quarterly results and data-center growth. Traders are divided between calling the drop an overreaction and buying the dip, and warning that the outlook points to more near-term pressure.

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 results, raised guidance and announced 8-for-1 split were followed by a sharp selloff, prompting traders to question why the stock fell despite the beat. Bulls point to AI-driven memory demand and company fundamentals, while bearish discussion cites broader tech weakness, profit-taking after a steep rally and concerns that memory pricing may be nearing a peak.

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

Bitcoin is drawing attention amid reports of a major Binance security breach, which has fueled a selloff and renewed concerns about exchange security and crypto-market confidence. Traders disagree over whether the incident signals broader risk: some warn of further losses, while others stress that Bitcoin itself was not reportedly hacked and view the dip as a buying opportunity.

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 sparked a selloff as investors focused on heavy AI infrastructure spending, negative free cash flow, and concerns about returns, despite strong AWS growth. Traders are divided over whether the investment will support future cloud growth or weigh on cash generation and the stock.

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 management raised its delivery outlook as the R2 ramp gains traction, drawing bullish reactions from traders. Skeptics remain focused on cash burn and the companys path to profitability, while some question whether the post-earnings gains can hold amid a weak broader market.

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 strong quarterly results were overshadowed by a weaker revenue outlook, slower user growth, and declining Google search referrals; plans to test a logged-in-only experience added concern that traffic could fall further. Traders are debating whether those risks threaten growth and monetization or whether the selloff overreacts to an otherwise profitable, fast-growing business.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Amazons heavy AI spending and Intels weak outlook have intensified a tech-led selloff, renewing concerns that Big Techs AI investments may not deliver adequate returns. Traders are split between viewing the pullback as a buying opportunity and fearing a broader AI-bubble unwind.

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

Apples unusual resilience and push toward record highs amid weakness in other technology stocks is being attributed by traders to a safe-haven rotation away from AI and data-center spending, with some also citing its comparatively modest AI capital outlays. The move has sparked debate over whether Apples defensive appeal can justify its stretched valuation ahead of earnings, while bears warn of a post-report pullback; product launches and concerns about the foldable iPhone are secondary topics.

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

Weak Amazon and Intel results, alongside concerns that heavy AI infrastructure spending may not generate adequate returns, are driving a tech-led pullback in the broader market; rising oil prices and geopolitical uncertainty add to the risk-off mood. Traders are divided between buying the dip and warning of a deeper correction, with much of the debate centered on whether the AI trade is simply correcting or losing momentum.

BNB is the native utility token of the BNB Chain ecosystem, acting as a multi-chain asset that powers decentralized applications and facilitates value exchange across its network. It serves as the primary asset for paying transaction gas and smart contract deployment fees while providing users with tiered fee discounts on the Binance exchange. The project’s main value proposition lies in its unified multi-chain architecture, which integrates a smart contract platform, a Layer 2 scaling solution, and a decentralized data storage network into a cohesive settlement and data availability layer.  The network operates on a Proof of Staked Authority consensus mechanism, utilizing a group of 21 active validators known as the Cabinet to verify transactions and produce blocks every 3 seconds. Validators are elected daily based on the amount of BNB staked or delegated to them, and the system employs fast finality and slashing penalties to maintain security and integrity. To manage its long-term economy, the project uses a programmatic dual-burn strategy that permanently removes tokens through real-time fee destruction and quarterly buybacks.  Launched in 2017 by the Binance platform, the project initially distributed 50% of its 200 million token supply to the public, while the founding team received 40% and angel investors were allocated 10%. Though it began as a token on the Ethereum network, it eventually migrated to its own autonomous architecture that remains fully compatible with the Ethereum Virtual Machine. Today, the token's utility includes paying for network gas, participating in staking rewards, and enabling decentralized governance through which holders can vote on technical upgrades and economic changes.

Binance

Reports of a major Binance security breach, possibly involving a compromised DevOps engineers device, have fueled BNB selling and concerns about exchange security and customer confidence. Traders disagree on the impact: some fear losses or insolvency, while others say assets were frozen and dismiss the sell-off as exaggerated.

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HDFC Bank Ltd.

ITC Ltd.

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WTW Q3 Earnings Beat Estimates on Margin Gains, Revenues Miss

Willis Towers Watson beats Q3 earnings estimates as organic growth, expanding margins and strong cash flow support its 2026 outlook and AI-driven savings plan.

Willis Towers Watson (WTW) Reports Q3 Earnings: What Key Metrics Have to Say

The headline numbers for Willis Towers Watson (WTW) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Willis Towers Watson (WTW) Q3 Earnings Surpass Estimates

Willis Towers Watson (WTW) delivered earnings and revenue surprises of +0.83% and -0.70%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

WTW Launches Via Retirement to Drive Wealth Business Growth

Willis Towers Watson launches Via Retirement to expand its wealth business, tapping growing demand for retirement-income solutions and potential advisory and annuity revenue.

What to Expect From These 3 Insurance Brokers This Earnings Season?

Here, we look at three insurance stocks, RYAN, AJG and WTW, set to report third-quarter earnings on Oct. 29.

What's in the Cards for Willis Towers This Earnings Season?

WTW's third quarter is expected to have benefited from strong Health demand, retirement consulting, client retention and technology sales, despite rising expenses.

Willis Towers Watson (WTW) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

Willis Towers Watson (WTW) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

WTW Stock Trading at a Discount to Industry at 13.47X: Time to Hold?

Willis Towers' diversified growth, AI-driven cost savings and expanding margins strengthen its outlook, with acquisitions and share repurchases adding further support.

Can Neptune Insurance Beat Q3 Earnings on Higher Policies in Force?

Can NP beat Q3 earnings estimates? More policies in force, rising commission income and stronger productivity could help offset higher costs.

Can AI Products and Automation Drive WTW's Growth and Higher Margins?

Willis Towers Watson's AI-powered insurance tools and automation initiatives could fuel growth, unlock $400 million in annualized savings and lift margins by 2028.


$WTW Q3 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of $3.63 up 18.24% YoY
• Reported revenue of $2.46B up 7.52% YoY
• WTW expects 2026 enterprise organic revenue growth of mid-single digits and continued annual adjusted operating margin expansion, including ~100 basis points in R&amp;B and incremental annual expansion in HWC.

Stocktwits

Willis Towers Watson Public Limited Co

 Q3 '26 Earnings Results & Recap

• Reported GAAP EPS of $3.63 up 18.24% YoY
• Reported revenue of $2.46B up 7.52% YoY
• WTW expects 2026 enterprise organic revenue growth of mid-single digits and continued annual adjusted operating margin expansion, including ~100 basis points in R&B and incremental annual expansion in HWC.

This account has been verified as an official STOCKTWITS representative.

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Stocktwits Earnings

• Reported GAAP EPS of $3.63 up 18.24% YoY
• Reported revenue of $2.46B up 7.52% YoY
• WTW expects 2026 enterprise organic revenue growth of mid-single digits and continued annual adjusted operating margin expansion, including ~100 basis points in R&B and incremental annual expansion in HWC.

WTW's operating margin fell 90 bps, BD&O organic revenue declined as lower Individual Marketplace commissions more than offset growth, and WTW cites significant competition and potential for loss of market share and/or profitability.

WTW reported adjusted EPS and adjusted operating-margin gains, R&B recorded 5% organic revenue growth with strong new business, and Propel targets approximately $350M net run-rate savings and approximately 30% adjusted margin in 2028.

Willis Towers Watson Plc engages in the provision of advisory, broking, and solutions services. It operates through the following segments: Health, Wealth, and Career (HCW), Risk and Broking (R&B), and Corporate and Other. The HCW segment provides an array of advice, broking, solutions, and technology for employee benefit plans, institutional investors, compensation and career programs, and the employee experience overall. The R&B segment focuses on a broad range of risk advice, insurance brokerage, and consulting services to clients globally, ranging from small businesses to multinational corporations. The company was founded in 1828 and is headquartered in London, the United Kingdom.

Insurance ETFs Top Defensive Sector Chart In July As Investors Look To Pivot Slightly From Chips And AI

Equity

Bullish Sentiment

<ul class="summary-bullets"><li>Growing anxiety over sprawling artificial intelligence capital spending prompted investors to rotate out of big-tech stocks and into defensive havens in July.&nbsp;</li><li>Escalating 2026 capital outlay forecasts from technology giants—including Tesla, Meta Platforms, and Alphabet—have squeezed free cash flow and rattled market sentiment.</li><li>The SPDR Insurance ETF outperformed other defensive sector ETFs in July.&nbsp;</li></ul>Wall Street saw a distinct tactical shift&nbsp;in July&nbsp;as institutional capital pivoted away from high-momentum AI and mega-cap technology stocks into defensive sectors.Broader equity market volatility, fueled by mounting geopolitical friction and disappointing earnings reactions to massive technology infrastructure budgets, sent traders scrambling for companies with steady cash flows, strong pricing power, and insulated operating models.&nbsp;Insurance carriers and brokerages have rapidly emerged as favored sanctuaries in this rotation. The S&amp;P 500 Insurance Industry Index hit a record high earlier this week, with constituents including Erie Indemnity Co. (ERIE), Brown &amp; Brown Inc. (BRO) and Willis Towers Watson Plc (WTW) reaching fresh highs. Insurance brokers reached their highest levels since late October.&nbsp;<img src="https://news.stocktwits-cdn.com/koyfin_20260801_064331976_b86447de30.png" alt="koyfin_20260801_064331976.png"><h2 class="st-heading-2">Defensive ETFs Gain Traction As Tech Benchmark Funds Suffer Pullbacks</h2>The rotation toward low-volatility sectors is clearly reflected in exchange-traded fund flows across the U.S. market. Specialized insurance funds, such as the <a href="https://stocktwits.com/symbol/KIE">SPDR S&amp;P Insurance ETF (KIE)</a> and the iShares U.S. Insurance ETF (IAK), have drawn steady inflows as investors capitalized on solid property and casualty earnings and elevated investment yields.This influx into insurance has outperformed or matched returns in traditional defensive funds over the past month, including the Health Care Select Sector SPDR Fund (XLV), the Utilities Select Sector SPDR Fund (XLU), and the Consumer Staples Select Sector SPDR Fund (XLP).&nbsp;<img src="https://news.stocktwits-cdn.com/koyfin_20260801_052127911_65a79f4a04.png" alt="koyfin_20260801_052127911.png">In stark contrast, broad technology and semiconductor ETFs have endured sharp monthly drawdowns as investors reassess valuations. The Vanguard Information Technology ETF (VGT) and the VanEck Semiconductor ETF (SMH) faced aggressive selling pressure as semiconductor stocks declined. The PHLX Semiconductor Index has plummeted more than 24% from its peak in late June, with roughly 14% of that slump taking place over a three-week span.&nbsp;<h2 class="st-heading-2">AI Capex Avalanche Squeezes Margins And Triggers Tech Sell-Off&nbsp;</h2>The catalyst behind this market rotation centers on growing Wall Street skepticism regarding the timeline and ultimate return on investment for multi-billion-dollar artificial intelligence buildouts.&nbsp;<a href="https://stocktwits.com/symbol/TSLA">Tesla Inc.’s</a> (TSLA) executive management confirmed that capital expenditures are expected to exceed $25 billion in 2026 and will continue growing for the next two to three years. In its second-quarter 2026 financial report, Meta Platforms (META) narrowed and raised its full-year capital expenditure guidance to $130 billion-$145 billion, up from an earlier forecast of $125 billion to $145 billion to build out global AI infrastructure. <a href="https://stocktwits.com/symbol/GOOGL">Alphabet Inc. </a>(GOOG, GOOGL) raised its full-year 2026 capital expenditure guidance to a range of $195 billion to $205 billion, up from its prior forecast of $180 billion to $190 billion.&nbsp;Alphabet, Meta, and Tesla stocks have ended July lower in their second consecutive month of decline.&nbsp;<img src="https://news.stocktwits-cdn.com/koyfin_20260801_060512458_c1b570e962.png" alt="koyfin_20260801_060512458.png">While executives like Alphabet CEO Sundar Pichai and Meta CEO Mark Zuckerberg emphasized that aggressive compute infrastructure investment is vital to securing long-term leadership in generative AI, short-term investors have reacted by pulling back capital until clear monetization materializes.<h2 class="st-heading-2">Some Strategists Think Defensive Play Is Short-Lived</h2>While defensive sectors have enjoyed strong summer momentum, market strategists warn that the rally in non-tech groups could face its own near-term hurdles. In an analysis published by&nbsp;Barron's, Jonathan Krinsky, managing director and chief market technician at BTIG, cautioned that recent gains in healthcare, real estate, and insurance may be vulnerable to a swift reversal.&nbsp;“We have been constructive on areas like healthcare, real estate, and insurance, which have all made nice moves of late, but we think a big part of their strength was due to positioning unwinds on the opposite side of the semi/AI trade,” Krinsky said.“This is different from a fundamental rotation because if it was ‘forced’ buying on the way up, it’s liable to a swift reversal when the unwind has run its course,” he added. “It’s been a nice run for equal-weight, but likely needs some consolidation.”Krinsky said much of the strength in defensive sectors reflects mechanical unwinding of crowded semiconductor and AI positions, rather than a lasting shift in fundamentals.&nbsp; He added that if the recent buying was forced by risk managers unwinding tech exposure, defensive sectors are susceptible to a "catch down" move or consolidation once the tech unwind runs its course.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

 An illustration photo shows the words ETF (Exchange Traded Fund) inside a smartphone in Suqian, Jiangsu province, China on April 9, 2025. (Photo credit should read CFOTO/Future Publishing via Getty Images)

Insurance ETFs are garnering attention as a defensive play as investors look to hedge against tech and AI.

Brown & Brown Inc

Erie Indemnity Co. - Ordinary Shares - Class A

Alphabet Inc - Ordinary Shares - Class C

Alphabet Inc Class A

iShares U.S. Insurance ETF

SPDR S&P Insurance ETF

VanEck Semiconductor ETF

Philadelphia Semiconductor Index

Vanguard Information Technology ETF

Consumer Staples Select Sector SPDR Fund

Utilities Select Sector SPDR Fund

Health Care Select Sector SPDR Fund

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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '26	$9.18	--	--	N/A
Q3 '26	$3.59	$3.63	1.21%	BEAT
Q2 '26	$3.12	$3.35	7.22%	BEAT
Q1 '26	$3.66	$3.72	1.72%	BEAT
Q4 '25	$7.96	$8.12	2.02%	BEAT

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