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Twilio, Inc. engages in the development of communications software, cloud-based platforms, and services. It operates through Twilio Communications and Twilio Segments. The Twilio Communications segment includes the platforms Messaging and Voice. The Twilio Segment involves Segment, Engage, Flex, Email, and others. The company was founded by John Wolthuis, Jeffery G. Lawson, and Evan Cooke in March 2008 and is headquartered in San Francisco, CA.

Twilio Inc - Ordinary Shares Class A

Twilio Inc

Twilios latest earnings beat and raised full-year outlook were overshadowed by softer fourth-quarter organic-growth guidance, signaling a slowdown from the prior quarter. Traders are debating whether the selloff is an overreaction to the outlook or a justified repricing for decelerating growth and weaker customer expansion.

Revolution Medicines, Inc. is a clinical-stage precision oncology company, which engages in developing novel targeted therapies. It engages in the discovery and development of cancer treatment by pioneering novel combination and monotherapy treatment regimens to maximize the depth and durability of clinical benefit and circumvent adaptive resistance mechanisms for patients which are dependent on the RAS and mTOR pathway. The company was founded by Mark A. Goldsmith, Kevan Shokat, Martin D. Burke, David L. Pompliano and Michael Fischbach in October 2014 and is headquartered in Redwood City, CA.

Revolution Medicines Inc

Investors are focused on Revolution Medicines upcoming quarterly update for the first full quarter of RASONQUE sales, especially whether new-patient starts show an accelerating launch ramp. Traders are weighing the drugs clinical success and broader pipeline against questions about commercial uptake, competition, and the stocks recent volatility.

Okta, Inc. engages in the provision of an identity management platform for enterprises. The firm operates through the following geographical segments: United States and International. Its products include single sign-on, multi-factor authentication, access gateway, API access management, authentication, adaptive MFA and lifecycle management. The company was founded by Todd McKinnon and J. Frederic Kerrest in 2009 and is headquartered in San Francisco, CA.

Okta Inc - Ordinary Shares - Class A

Okta Inc

Okta is pulling back alongside weakness in cybersecurity and technology stocks, while traders also cite put-heavy options activity and circulate unverified claims of a DHS-related data exposure. The planned S&P 500 inclusion is a bullish counterpoint, but discussion questions whether index-related demand can offset sector pressure and valuation concerns.

Teradyne, Inc. engages in the development and sale of automatic test systems. It operates through the following business segments: Semiconductor Test, Robotics, and All Other. The Semiconductor Test segment designs, manufactures, and markets semiconductor test products and services. The Robotics segment includes operations related to the design, manufacturing, and marketing of collaborative robotic arms, autonomous mobile robots, and advanced robotic control software. The company was founded by Alexander V. d'Arbeloff and Nicholas DeWolf in 1960 and is headquartered in North Reading, MA.

Teradyne, Inc.

Teradynes strong quarterly results are being overshadowed by a selloff as traders question its next-quarter outlook and cite margin pressure, product mix, and competition. Bulls point to AI-driven chip-testing demand, while bearish comments and put-heavy options positioning reflect concern that the growth outlook may not justify the stocks valuation.

Chainlink (LINK) is a cryptocurrency launched in 2017and operates on the Ethereum platform. Chainlink has a current supply of 1,000,000,000 with 748,099,970.42488396 in circulation. The last known price of Chainlink is 11.67852871 USD and is up 2.18 over the last 24 hours. It is currently trading on 2313 active market(s) with $325,834,414.23 traded over the last 24 hours. More information can be found at https://chain.link/.

ChainLink

LINKs sharp rally and elevated trading activity have sparked bullish calls for a breakout, while traders debate whether it can clear resistance or will pull back. Supporters point to Chainlinks institutional and tokenization integrations, while skeptics question whether network adoption will translate into value for the LINK token.

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

Inovios FDA accelerated approval of Voceryq, a competing treatment for recurrent respiratory papillomatosis, has raised concerns about competition for Precigens PAPZIMEOS and prompted a sharp selloff. Traders disagree over the threat, weighing Voceryqs potential to reduce surgeries against PAPZIMEOSs commercial head start and full-approval status, while questioning Inovios reimbursement and launch execution.

TRON (TRX) is a cryptocurrency launched in 2018. TRON has a current supply of 95,022,365,191.094644 with 95,022,375,662.737444 in circulation. The last known price of TRON is 0.30232528 USD and is down -8.04 over the last 24 hours. It is currently trading on 1389 active market(s) with $1,465,217,312.79 traded over the last 24 hours. More information can be found at https://trondao.org/.

Tron

TRON is drawing attention for its relatively steady price action and repeated technical-trading discussion, with many posts describing consolidation or a pullback after a rally. Traders are split between viewing the dip as a healthy pause with long-term strength and worrying that TRX is lagging or could fall further.

Twist Bioscience Corp. engages in the development of a proprietary semiconductor-based synthetic DNA manufacturing process. It operates through the following geographical segments: Americas, EMEA, and APAC. The Americas segment consists of the United States of America, Canada, Mexico, and South America. The EMEA segment includes Europe, Middle East, and Africa. The APAC segment focuses on Japan, China, South Korea, India, Singapore, Malaysia, and Australia. The company was founded by William Marine Banyai, Emily Marine Leproust, and Bill James Peck in 2013 and is headquartered in San Francisco, CA.

Twist Bioscience Corp

TWST is drawing attention after a sharp, high-volume selloff following a steep rally, with traders linking the move to profit-taking and a broader pullback across speculative genomics and biotech stocks rather than a clearly identified company-specific catalyst. The community is split between bearish concerns about valuation and insider selling and bullish claims of short pressure or market manipulation.

Onyxcoin (XCN) is a cryptocurrency launched in 2021and operates on the Ethereum platform. Onyxcoin has a current supply of 53,402,422,627.32441369 with 40,400,796,729.46127832 in circulation. The last known price of Onyxcoin is 0.00378971 USD and is down -1.54 over the last 24 hours. It is currently trading on 205 active market(s) with $5,616,621.35 traded over the last 24 hours. More information can be found at https://onyx.org.

Onyxcoin

Onyxs ecosystem expansionparticularly discussion of a Robinhood Chain testnet bridge involving ETH and tokenized TSLAis drawing attention, with some traders seeing potential in tokenized assets and payments. Others focus on XCNs weakness and volatile spikes, questioning whether the developments are translating into sustained demand.

OFFICIAL TRUMP (TRUMP) is a cryptocurrency and operates on the Solana platform. OFFICIAL TRUMP has a current supply of 999,998,811.032761 with 281,866,747.320393 in circulation. The last known price of OFFICIAL TRUMP is 1.57555883 USD and is down -1.93 over the last 24 hours. It is currently trading on 744 active market(s) with $126,884,732.61 traded over the last 24 hours. More information can be found at https://gettrumpmemes.com/.

Trump For President

TRUMP memecoins steep decline from its launch highs and reported losses among retail holders dominate discussion, with many traders calling it a pump-and-dump while others argue for accumulating or expect a rebound. The debate is closely tied to backlash over Trump and his familys crypto ventures, though claims of a deliberate scam remain traders opinions.

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Is State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) a Strong ETF Right Now?

Should You Invest in the State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES)?

Why Did Solaris Energy Stock Hit A 1-Year High Today?

Equity

Barclays raised its price target on Solaris Energy to $74 from $63 and maintained an ‘Overweight’ rating on the shares, per TheFly.


SPDR Series Trust - State Street SPDR S&P Oil & Gas Equipment & Services ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Barclays said it believes a third hyperscaler contract is "imminent" for Solaris.</li><li>Solaris on Tuesday announced it has closed two transactions that will add approximately 900 MW of new, natural gas-fueled turbine capacity between 2026 and 2029.</li><li>Solaris paid approximately $240 million in cash and issued approximately 4 million Solaris Class A shares.</li></ul><p>Solaris Energy (<a href="https://stocktwits.com/symbol/SEI">SEI</a>) shares hit a&nbsp;one-year high on Tuesday after a Barclays analyst raised the stock's price target.</p><p>At the time of writing,&nbsp;SEI shares were trading nearly 15% up, at around $65.38.</p><p>Barclays raised its price target on Solaris Energy to $74 from $63 and maintained an ‘Overweight’ rating on the shares, per TheFly.</p><h2 class="st-heading-2">Analyst Rationale</h2><p>Barclays analyst J. David Anderson, in a research note to investors, said that the addition of 900&nbsp;megawatts of new, natural gas-fueled turbine capacity between 2026 and 2029 accelerates Solaris' growth trajectory.&nbsp;</p><p>Barclays said it believes a third hyperscaler contract is "imminent" for Solaris.</p><h2 class="st-heading-2">Capacity Expansion</h2><p>Solaris on Tuesday announced it has closed two transactions that will add approximately 900 MW of new, natural gas-fueled turbine capacity between 2026 and 2029.</p><p>Solaris has closed the acquisition of Genco Power Solutions, a distributed power generation company that will add 400 MW of incremental power generation capacity to Solaris between 2026 and 2028, inclusive of approximately 100 MW of currently operated and contracted capacity.&nbsp;</p><p>Earlier in the week, Solaris also purchased 30 turbine delivery slots from a private party, which will provide approximately 500 MW of incremental power generation capacity between early 2027 and 2029.</p><p>For both transactions, Solaris paid approximately $240 million of cash, issued approximately&nbsp;four million Solaris Class A shares (valued at approximately $215 million), and assumed approximately $165 million of indebtedness, it said in a statement.</p><p>The company will now operate approximately 3,100 MW of total power generation capacity by the end of 2029. The company has also closed a new $300 million credit facility to support ongoing growth.</p><h2 class="st-heading-2">Retail Reaction</h2><p>Retail sentiment around SEI stock jumped from ‘bearish’ to ‘bullish’ territory over the past 24 hours. Message volume also jumped from ‘low’ to ‘high’ over the same period.</p><p>Shares in the company have risen 39.5% so far in 2026.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

Barclays raised its price target on Solaris Energy to $74 from $63, and maintained an ‘Overweight’ rating on the shares, per TheFly.

Barclays raised its price target on Solaris Energy to $74 from $63 and maintained an ‘Overweight’ rating on the shares, per TheFly.

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Solaris Energy Infrastructure Inc. - Ordinary Shares - Class A

SPDR Oil & Gas Equipment and Services 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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