SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia's earnings are the main focus, with anticipation building for a potentially market-moving report amid AI sector doubts. Community chatter includes both bullish expectations for a beat and raise, and bearish sentiment anticipating a post-earnings drop, regardless of the results. Some traders are pointing to potential implications from insider selling and concerns about AI infrastructure spending.

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 trending as it struggles to hold above $90,000, sparking intense debate about whether a larger correction is underway or if dip-buyers will prevail. Community discussions revolve around potential bottom levels, the influence of broader market forces like Nvidia's earnings, and the impact of large institutional investors. Some traders are pointing to historical patterns suggesting a rebound, while others warn of further downside risk and potential vulnerabilities in early Bitcoin wallets.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media is trending amid discussions surrounding the release of Epstein files and their potential implications, with community members debating the political affiliations of those involved and the possibility of redactions. Concerns over the company's performance and potential delisting are also circulating. Some users are criticizing Trump's ties to Saudi Arabia in light of these events.

Kazia Therapeutics Ltd. is an oncology-focused biotechnology company, which engages in the business of pharmaceutical drug development. It focuses on its Paxalisib program, which is designed to treat brain cancer. The company was founded by Graham Edmund Kelly in March 1994 and is headquartered in Sydney, Australia.

Kazia Therapeutics Limited - ADR

Kazia Therapeutics

Kazia Therapeutics ($KZIA) is trending due to renewed interest in its oncology program after reporting an immune complete response in a breast cancer patient, sparking aggressive buying. The community is discussing the potential for a short squeeze and upcoming clinical milestones for paxalisib, while noting the low float may amplify price movements. However, concerns about NASDAQ compliance and potential delisting remain a talking point.

The Home Depot, Inc. engages in the sale of building materials and home improvement products. Its products include building materials, home improvement products, lawn and garden products and decor products. The firm operates through the following geographical segments: U.S., Canada and Mexico. It offers home improvement installation services, and tool and rental equipment. The company was founded by Bernard Marcus, Arthur M. Blank, Kenneth Gerald Langone and Pat Farrah on June 29, 1978 and is headquartered at Atlanta, GA.

Home Depot, Inc.

Home Depot is trending amid discussions about its recent earnings, housing market concerns, and potential impacts from interest rate changes. Community members are debating whether the stock presents a buying opportunity or if bearish trends will continue, with some pointing to technical patterns and analyst ratings. The acquisition of GMS and its implications for the company's professional contractor strategy is also being actively discussed.

NextEra Energy, Inc. engages in the provision of renewable energy. It operates through the following segments: FPL and NEER. The FPL segment involves the generation, transmission, distribution, and sale of electric energy in Florida. The NEER segment produces electricity from clean and renewable sources, including wind and solar. The company was founded on December 28, 1925 and is headquartered in Juno Beach, FL.

NextEra Energy Inc

NextEra Energy is trending as traders discuss a potential breakout, driven by the company's position in renewable energy and a new partnership with Google to restart a nuclear power plant to power AI data centers. Community members are actively sharing options trade alerts, discussing the company's earnings, and evaluating its long-term growth potential amid rising clean energy demand. Some investors are considering NEE a strong buy amid concerns over increasing demand from data centers.

Constellation Energy Corp. engages in the generation, supply, and marketing of clean electricity, and renewable energy products and solutions. The firm also offers wholesale energy, retail products and services. It operates under the following geographical segments: Mid-Atlantic, Midwest, New York, Electric Reliability Council of Texas (ERCOT), and Other Power Regions Segment. The company was founded in 1960 and is headquartered in Baltimore, MD.

Constellation Energy Corporation

Constellation Energy Corp

Constellation Energy is trending following news of a 20-year agreement with Meta to supply nuclear power for its AI data centers. While some see this as a positive step solidifying Constellation's position in clean energy, others are wary of the deal's financial terms and potential limited upside. The community is also discussing Constellation's broader role in meeting the increasing energy demands of AI and data centers.

Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. It offers various products for performance and reliability, video streaming and delivery, advanced security, insights, Cloudflare for developers, domain registration, and Cloudflare marketplace. It operates through the United States and Rest of the World geographical segments. The company was founded by Matthew Prince, Michelle Zatlyn, and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.

Cloudflare Inc - Ordinary Shares - Class A

Cloudflare Inc

Cloudflare ($NET) is trending as investors digest its recent earnings report, with a mix of bullish sentiment around raised guidance and concerns over high valuation. A widespread network outage impacting major platforms like X and ChatGPT is also a key point of discussion, prompting debates about the company's reliability and the broader implications for centralized internet infrastructure. Despite the outage, some community members view the dip as a buying opportunity, citing the company's integral role in online systems.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Vienna, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Strategy (MSTR) is trending amidst Bitcoin's price volatility, sparking debates about its correlation and future performance. Community discussions range from concerns about potential liquidation levels and Saylor's strategy to optimism around a potential bounce and long-term bullish outlook, fueled by institutional investment narratives. Some traders are actively betting on both sides, noting technical patterns.

Ripple is the catchall name for the cryptocurrency platform, the transactional protocol for which is actually XRP, in the same fashion as Ethereum is the name for the platform that facilitates trades in Ether. Like other cryptocurrencies, Ripple is built atop the idea of a distributed ledger network which requires various parties to participate in validating transactions, rather than any singular centralized authority. That facilitates transactions all over the world, and transfer fees are far cheaper than the likes of bitcoin. Unlike other cryptocurrencies, XRP transfers are effectively immediate, requiring no typical confirmation time.  Ripple was originally founded by a single company, Ripple Labs, and continues to be backed by it, rather than the larger network of developers that continue bitcoin’s development. It also doesn’t have a fluctuating amount of its currency in existence. Where bitcoin has a continually growing pool with an eventual maximum, and Ethereum theoretically has no limit, Ripple was created with all of its 100 billion XRP tokens right out of the gate. That number is maintained with no mining and most of the tokens are owned and held by Ripple Labs itself — around 60 billion at the latest count.  Even at the recently reduced value of around half a dollar per XRP, that means Ripple Labs is currently sitting on around $20 billion worth of the cryptocurrency (note: Ripple’s price crashed hard recently, and may be worth far less than $60 billion by time you read this). It holds 55 billion XRP in an escrow account, which allows it to sell up to a billion per month if it so chooses in order to fund new projects and acquisitions. Selling such an amount would likely have a drastic effect on the cryptocurrency’s value, and isn’t something Ripple Labs plans to do anytime soon.  In actuality, Ripple Labs is looking to leverage the technology behind XRP to allow for faster banking transactions around the world. While Bitcoin and other cryptocurrencies are built on the idea of separating financial transactions from the financial organizations of traditional currencies, Ripple is almost the opposite in every sense.  XRP by Ripple price can be found on this page alongside the market capitalization and additional stats.

Ripple

XRP is trending as the community discusses recent volatility, potential ETF impacts, and long-term prospects. Some traders are looking at buying the dip, while others express frustration with unrealized gains and the overall market downturn. The potential for institutional adoption and regulatory clarity remain key talking points.

statis crypto Watchlist

Ethereum

Solana

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

 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

<ul class="summary-bullets"><li>Microsoft now has strong positioning across multiple secular growth drivers.</li><li>The analyst viewed the stock as underappreciated, given the durability of topline demand and potential for further margin expansion.</li><li>His price target suggests 32% upside from current levels.</li></ul>Following Microsoft Corp.’s (MSFT) announcement of an expanded partnership with artificial intelligence (AI) startup <a href="https://stocktwits.com/symbol/ANTHROPIC">Anthropic</a> on Tuesday, an analyst reiterated his bullish stance on the software giant. The agreement comes at a time when skepticism around the technology abounds.<a href="https://stocktwits.com/symbol/MSFT">Microsoft stock</a> fell 2.70% on Tuesday amid the broader tech rout, but is up about 18% year-to-date.&nbsp;<h2 class="st-heading-2">Analyst Affirms Bullish Stance</h2>Morgan Stanley analyst Keith Weiss said the deal aligns with his view that the Microsoft story is broader than generative AI and the generative AI (GenAI) story is broader than just OpenAI, according to a summary of the note on Fly.Weiss noted that the Satya Nadella-led company now has strong positioning across multiple secular growth drivers, including genAI, the migration of enterprise workloads to the public cloud, and cybersecurity. The analyst viewed the stock as underappreciated, given the durability of topline demand and potential for further margin expansion.Morgan Stanley has an ‘Overweight’ rating on Microsoft’s stock and a $650 price target, implying 32% upside potential from Tuesday’s close.Microsoft’s deal with Amazon-backed Anthropic provides for&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anthropic-commits-30-billion-to-expand-azure-capacity-nvidia-microsoft-to-invest/cLPV4IvRE7t">Anthropic to buy $30 billion of Azure compute capacity,</a> which involves using up to 1 gigawatt (GW) of compute power from Nvidia. Nvidia and Microsoft, in turn, have agreed to invest up to $10 billion and up to $5 billion, respectively, in Anthropic.The investment deal with Microsoft and Nvidia has pushed Anthropic’s valuation to about $350 billion, up from $185 billion as of September, CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/11/18/anthropic-ai-azure-microsoft-nvidia.html">reported</a>, citing a source. The AI startup is the maker of the Claude large-language mode.<h2 class="st-heading-2">What Retail Feels About Microsoft Stock</h2>Retail sentiment toward Microsoft stock among retail traders on Stocktwits remained ‘bearish’ as of late Tuesday, and the message volume improved, although only to ‘normal’ levels.A bullish watcher of the stock recommended loading it under $500.<stembedurl>https://stocktwits.com/LongGrowthAndValue/message/636669520</stembedurl>Delving into the deal per se, a user said it is bad news for AMD and <a href="https://stocktwits.com/symbol/OPENAI">OpenAI</a> and good news for Nvidia and Intel. “$MSFT was one of the original investors in OpenAI Bubble and is now partnering with a direct competitor, Anthropic,” they said.<stembedurl>https://stocktwits.com/LongGrowthAndValue/message/636669520</stembedurl>The circular nature of the deal could trigger some anxiety among market participants, who are already worried about the amount of money invested in AI. Skeptics such as Michael Burry,&nbsp;of “The Big Short” fame, have flagged the rising capital spending (capex) by hyperscalers and see the trend as a precursor to a bubble burst and, in turn, a market crash. Fund managers have recently trimmed or exited positions in AI names, including Nvidia.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-stock-snaps-2-days-of-gains-amid-fierce-robotaxi-battle-musk-touts-major-valuation-change-after-arizona-permit-win/cLP8sAkREJ7">Tesla Stock Snaps 2 Days Of Gains Amid Fierce Robotaxi Battle — Musk Touts ‘Major Valuation Change’ After Arizona Permit Win</a>

In this photo illustration the Microsoft logo is displayed on a mobile phone screen in Ankara, Turkiye on October 11, 2025.

Microsoft Analyst Says $30B Anthropic Cloud Deal Proves MSFT Story Is Much More Than GenAI, Predicts 32% Upside For Stock

Retail views Microsoft’s Anthropic deal as a negative for the software giant’s original AI partner OpenAI.

Equity

<ul class="summary-bullets"><li>Apple’s iPhone sales in China climbed 37% year over year (YoY) in October.</li><li>The new Huawei flagship model, scheduled to be launched next week, could temper Apple’s strength.</li><li>But a market research analyst predicted no significant impact.</li></ul>Apple Inc.’s (AAPL) China woes may be a thing of the past, as the tech giant has reportedly outperformed the market in terms of sales of its latest iPhone iteration.<a href="https://stocktwits.com/symbol/AAPL">Apple stock</a> has lagged behind most of its mega-cap rivals this year, with the softness partly attributable to the China risk amid the ongoing standoff between the U.S. and China, as well as the imposition of tariffs and counter-tariff measures.<h2 class="st-heading-2">Apple’s Positive China Tidings</h2>The Tim Cook-led company’s China iPhone sales climbed 37% year over year (YoY) in October, thanks to a strong showing by the iPhone 17 Series, Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-11-18/apple-s-iphone-sales-surge-in-china-to-take-25-market-share?srnd=homepage-asia">reported</a>, citing data from Counterpoint Research. iPhones accounted for one of every three smartphones sold in China during the month — a threshold the company hasn’t reached since 2022. New iPhone models accounted for over 80% of the total iPhones sold in China in October.Each of the iPhone 17 variants outperformed their respective models from the previous iteration (iPhone 16) by double-digit percentage. More importantly, Apple’s resurgence in China helped lift sagging smartphone industry sales in the country to 8% growth.Counterpoint analyst Ivan Lam said, “We’re likely to see growth amplified as rising ASPs push the top-line higher.”Among other vendors, Oppo clocked 19% YoY sales growth in October. On the other hand, Apple’s chief rival in China, Huawei, experienced a YoY sales decline as it did not release any new models. The equation could change in the coming weeks, as Huawei is set to release a new flagship smartphone model next week.For now, Lam said iPhone demand trends remain steady. While stating that the Huawei Mate 80 Series launch on Nov. 25 could pose a risk to Apple, Lam said, “But there’s a lot of momentum behind Apple and at this point not much tapering to indicate a steep dropoff.”<h2 class="st-heading-2">Why China Is Key For Apple</h2>Apple derived roughly 14% of its September quarter sales from Greater China, comprising mainland China, Hong Kong, Taiwan and Taipei. China, which used to clock the fastest growth among geographies, was the lone region witnessing YoY sales decline during the quarter.China is important for Apple, both as a supply chain and an end market.Apple issued a strong revenue growth forecast for the December quarter when it announced its September quarter results last month, underpinned by a return of growth in China due to strong uptake of iPhone 17 models and continued strength in the Services business.<h2 class="st-heading-2">What Retail Feels About AAPL Stock</h2>On Stocktwits, retail sentiment toward Apple stock remained ‘bearish’ as of early Tuesday, and the message volume was ‘low.’<figure class="image"><img style="aspect-ratio:683/56;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_18_at_2_09_06_AM_png_0671cd1f7e.webp" alt="Screenshot 2025-11-18 at 2.09.06 AM.png" width="683" height="56"><figcaption>AAPL sentiment and message volume as of 2 a.m. ET, Nov. 18 | source: Stocktwits</figcaption></figure>The stock has gained merely 7.3% this year, and the average analysts’ price target for the stock, provided by Koyfin, signals mid-single-digit percentage gains.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/palantir-rival-databricks-reportedly-chases-130-b-valuation-in-new-funding-round/cLPNtEAREeA">Palantir’s ‘Most Significant Threat’ Databricks Reportedly Chases $130B Valuation In New Funding Round</a>

Customers try out iPhone 17 Pro smartphones inside the Apple Store at Sanlitun Taikoo Li on November 8, 2025, in Beijing, China. 

iPhone 17 Momentum Fuels Apple’s China Comeback In October; Analyst Says Huawei Threat Won’t Trigger Sharp Drop-Off

Apple is on track to meet its prediction of returning to growth in the Chinese market, based on new data on iPhone sales in the country.  

<ul><li>In August, San Francisco, California-based Databricks said it had signed a term sheet for its Series K round, with backing from existing investors.</li><li>That funding round valued the company at more than $100 billion.</li><li>The company surpassed a $4 billion revenue run rate during the second quarter.</li></ul>Databricks, a cloud-based data analytics and artificial intelligence (AI) platform provider, is reportedly seeking to raise fresh financing, with the proposed funding round valuing the private company at over $130 billion.The report arrives even as investors, particularly those seeking exposure to AI names, look ahead to the company’s public listing, rumored to occur either in late 2025 or early 2026. In a short report released in mid-August on Palantir Technologies, Inc. (PLTR), Andrew Left's Citron Research called Databricks the “most significant threat” to the Alex Karp-led company.<h2 class="st-heading-2">What We Know About Databricks’ Funding Round</h2>Databricks is in talks to raise funds at a valuation 30% higher than its previous financing round, The Information reported, citing two people familiar with the discussions.In August, San Francisco, California-based Databricks said it had signed a term sheet for its Series K round, with backing from existing investors, valuing the company at more than $100 billion. The company stated then that it expects to utilize the new capital to “accelerate its AI strategy — expanding Agent Bricks, investing in its new database offering Lakebase, and fueling global growth.”Databricks announced a partnership with OpenAI in late September to bring frontier Intelligence to enterprises with Databricks' “Agent Bricks.”<h2 class="st-heading-2">Databricks — A Rising AI Powerhouse?</h2>The company, founded in 2013 by the original creators of the lakehouse architecture and open source projects Apache Spark, Delta Lake, MLflow, and Unity Catalog, boasts of over 15,000 companies as among its customers, with more than 60% of the Fortune 500 companies relying on its platform.Investors in the company include BlackRock, Salesforce Ventures, Microsoft, Tiger Global, Franklin Templeton, Sinewave Ventures, Fidelity Investments and Andreessen Horowitz.Databricks announced in early September that it had surpassed a $4 billion revenue run rate in the second quarter, with year-over-year (YoY) growth exceeding 50%. The company’s AI products reached a $1 billion run rate earlier this year.<h2 class="st-heading-2">Potent Palantir Rival?</h2>Citron already views Databricks as a giant, bracketing the company alongside Microsoft. In a short report, Citron noted that Palantir’s expansion into the enterprise space pits it against established software giants that dominate at scale.The firm highlighted “Databricks—still private but already a cornerstone of data and AI for theFortune 500—as the most significant threat.” “Databricks offers true software economics, a risk Wall Street has yet to fully factor into Palantir’s valuation.” Palantir's market capitalization is a little over $400 billion, based on the stock's closing price on Monday. <a href="https://stocktwits.com/symbol/PLTR">Palantir stock</a> has more than doubled this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvda-retail-bulls-shrug-off-ai-bubble-worries-expect-q3-beat/cLPNAurREep">No AI Bubble Here: Nvidia Retail Bulls Shrug Off All Concerns And Expect Yet Another Monster Quarter</a>

In this photo illustration, the Databricks logo is seen displayed on a smartphone screen. 

 Palantir’s ‘Most Significant Threat’ Databricks Reportedly Chases $130B Valuation In New Funding Round 

 Citron Research said in August that Databricks is already a cornerstone of data and AI for Fortune 500 companies.

Best-Performing ETFs of Last Week

Top ETFs that soared last week despite market swings included shipping (BWET), lithium miners (LITP), crypto bear (REKT), biotech (BBC) and rare earths (REMX).

XLK, LRCX, QCOM, AMAT: Large Inflows Detected at ETF

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the The Technology Select Sector SPDR Fund (Symbol: XLK) where we have...

<ul class="summary-bullets"><li>Apple’s iPhone sales in China climbed 22% YoY in the first month after it was launched.</li><li>In comparison, the iPhone 16 series experienced a 5% drop in sales in the first month following its launch in 2024.</li><li>Overall, smartphone sales in China declined by 2.7% in the third quarter.</li></ul>Apple, Inc. (AAPL) stock rose marginally in Friday’s early premarket session, even as the&nbsp; <a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> ETF, which tracks the Nasdaq 100 Index — an index comprising the 100 biggest non-financial tech stocks, fell about 0.40%.&nbsp;After underperforming the tech sector for much of the year,&nbsp;<a href="https://stocktwits.com/symbol/AAPL">Apple’s stock&nbsp;</a>has turned the corner as artificial intelligence (AI) bubble fears ravaged most of its big tech rivals, which have heavy exposure to the technology.<h2 class="st-heading-2">Apple’s China Strength Returning?</h2>The latest iteration of Apple’s flagship product, the iPhone, saw brisk sales in China, according to market research firm Counterpoint, Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/china/apples-china-iphone-sales-jumped-22-month-after-iphone-17-launch-2025-11-14/#:~:text=Apple's%20China%20iPhone%20sales%20jumped%2022%25%20in%20month%20after%20iPhone%2017%20launch,-By%20Che%20Pan&amp;text=BEIJING%2C%20Nov%2014%20(Reuters),private%20survey%20showed%20on%20Friday">reported.</a> Following the iPhone 17 series launch in mid-September 19 through October, it accounted for nearly four-fifths of the company’s smartphone sales in China.Apple’s China iPhone sales increased 22% year over year (YoY) in the first month after its launch, even as the broader market showed signs of softening. In comparison, the iPhone 16 series saw a 5% YoY drop in the first month following its launch in 2024.Overall, smartphone sales fell 2.7% YoY in China in the third quarter, the report said.&nbsp;The solid performance in China should bode well for Apple, which counts the country as one of its key end markets and also a key supply chain.&nbsp;<h2 class="st-heading-2">Apple’s AI Lag&nbsp; A ‘Blessing In Disguise’</h2>Market watchers attribute the relative resilience of Apple’s stock amid the AI-induced sell-off to the company’s slow adoption of the technology. Once considered a pushback, it has now offered insulation from the market fears. The company’s most advanced AI adoption is expected to materialize when it launches its upgraded Siri personal assistant next year.<h2 class="st-heading-2">What Retail Feels About Apple’s Stock</h2>On Stocktwits, retail investors, however, remained ‘bearish’ toward the Apple stock. The message volume on the stream also remained ‘low.’Notwithstanding the recent resilience, retail traders fear that the stock will become a victim to rotation out of techs.<stembedurl>https://stocktwits.com/HankHedgeHogFund/message/636141998</stembedurl>Another watcher said Apple’s stock would be the last to fall, touching even the&nbsp; $220 levels.Apple’s stock has gained about 9.5% so far this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sound-hound-stock-s-recent-slump-tests-retail-traders-patience/cLPQdU6REEx">SoundHound Stock’s Recent Slump Tests Retail Traders’ Patience, But Analysts See Nearly 40% Upside From Here</a>

An attendee takes a video of a display of new Apple iPhone 17 Pros during an Apple special event at Apple headquarters on September 9, 2025 in Cupertino, California. 

Apple’s China iPhone 17 Sales Outperform Industry: Stock Slips Premarket Amid Souring Tech Sentiment

Apple’s slow AI adoption has insulated the company from the recent AI-led sell-off, according to market watchers.

<ul class="summary-bullets"><li>CFO Mark Patterson stated that the company achieved solid margins and operating cash flow.&nbsp;</li><li>He also noted that artificial intelligence (AI) continued to build and referred to the ramp-up of a multi-year, multi-billion-dollar campus refresh opportunity.</li><li>The company also experienced strong demand for refreshed networking products.</li></ul>Cisco Systems, Inc. (CSCO) shares climbed over 7% in extended trading as investors cheered the networking giant’s quarterly beat and upbeat guidance. Retail sentiment toward&nbsp;<a href="https://stocktwits.com/symbol/CSCO">Cisco’s stock</a> also improved notably to very buoyant levels.If the after-hours session’s gains are sustained in Thursday’s session, the stock appears on track to record its best day since early April.<h2 class="st-heading-2">Cisco’s Q1 Earnings Snapshot</h2>San Jose, California-based Cisco reported adjusted earnings per share (EPS) of $1 per share on revenue of $14.88 billion, exceeding the consensus estimates of $0.98 and $14.78 billion. The quarterly results also marked an improvement from the $0.91 per share adjusted earnings and $14.78 billion revenue the company reported for the year-ago quarter. Revenue climbed 8% year over year (YoY), with product revenue up a steeper 10%.The results also exceeded the company's guidance ranges issued in mid-August.On the earnings call, Chairman and CEO Chuck Robbins attributed the revenue growth to robust demand for our AI infrastructure and campus networking solution, according to a Koyfin transcript. “We had a solid start to fiscal 2026, and Cisco is on track to deliver our strongest year yet,” the executive said.&nbsp;He noted that orders from service providers and cloud customers&nbsp;remained very strong, up 45% YoY, driven by high double-digit growth in hyperscalers. AI infrastructure orders taken from hyperscalers totaled $1.3 billion, he added.CFO Mark Patterson stated that the company achieved solid margins and operating cash flow. He noted that artificial intelligence (AI) continued to build and referred to the ramp-up of a multi-year, multi-billion-dollar campus refresh opportunity. The finance chief also signaled strong demand for refreshed networking products.Among operational metrics, remaining performance obligations (RPO) were at $15.7 billion at the end of the quarter, compared to $16.1 billion at the end of the fiscal year 2025.<h2 class="st-heading-2">Cisco’s Capital Return</h2>The company said its board declared a quarterly dividend of $0.41, payable on Jan. 21, 2026, to shareholders of record as of Jan. 2, 2026.&nbsp;<h2 class="st-heading-2">Cisco’s Outlook</h2>For the second quarter, Cisco expects adjusted EPS of $1.01-$1.03 and revenue of $15 billion-$15.2 billion. Analysts, on average, expect the metrics to come in at $0.99 and $14.64 billion.The company has raised its full-year guidance, now modeling adjusted EPS of $4.08 to $4.14, up from its previous estimate of $4.00 to $4.06. It also&nbsp;raised its revenue guidance to $60.2 billion to $61 billion, up from $59 billion to $60 billion. The new guidance exceeded the consensus estimates of $4.04 and $59.68 billion, respectively.On the earnings call, Robbins said AI infrastructure revenue from hyperscalers will likely hit about $3 billion in the fiscal year 2026.<h2 class="st-heading-2">What Retail Feels About Cisco’s Stock</h2>On Stocktwits, retail sentiment toward the stock improved to ‘extremely bullish’ as of late Wednesday, from ‘bullish’ a day before. The message volume on the stream also increased to an ‘extremely bullish’ level.<figure class="image"><img style="aspect-ratio:685/58;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_12_at_7_53_48_PM_png_002f46534f.webp" alt="Screenshot 2025-11-12 at 7.53.48 PM.png" width="685" height="58"><figcaption>CSCO sentiment and message volume as of 7:50 p.m. ET, Nov. 12 | source: Stocktwits</figcaption></figure>A bullish watcher predicted a short-squeeze rally. However, short interest in the stock has reduced to 1.2% from 1.5% in early June.<stembedurl>https://stocktwits.com/Johnnytwofour2/message/635962766</stembedurl>Another user is positioned for an all-time high.<stembedurl>https://stocktwits.com/mowoko/message/635963755</stembedurl>Cisco’s stock has traded in a 52-week range of $52.11 to $74.84, and&nbsp;its all-time high was set during the March 2000 dot-com era at $82.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/jpmorgan-rolls-out-stablecoin-jpmd-on-coinbase-on-chain-payments-are-the-future/cLPeEb2REdp">JPMorgan Rolls Out Stablecoin JPMD On Coinbase – ‘On-Chain Payments Are The Future’ Says Brian Armstrong</a>

Cisco logo is displayed on a mobile phone with the digital screen visible in the background in this photo illustration in Brussels, Belgium, on November 11, 2025. 

Cisco Stock Rallies Over 7% After-Hours On Beat-And-Raise Q1: CEO Touts Strong AI Infrastructure Demand 

Cisco’s Chuck Robbins said the company is on track to deliver its strongest year yet.

<ul class="summary-bullets"><li>Microsoft reported its second Microsoft 365 outage in less than a month, disrupting Teams for Education.</li><li>The issue prevented users from opening or loading assignments and grades.</li><li>The company is restarting backend systems and implementing configuration changes to resolve the problem.</li></ul>Microsoft (MSFT) reported a second major disruption in less than a month to its Microsoft 365 platform, affecting users of Teams for Education across Europe on Wednesday.&nbsp;According to Microsoft’s support account on X, the issue has prevented administrators and other users from opening or loading assignments and grades in Microsoft Teams for Education. “Any user with a Microsoft Teams Educational account may be unable to open or load assignments and grades,” the company <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/MSFT365Status/status/1988560064433516943">wrote,</a> directing affected users to the admin center for updates.<figure class="image"><a class="st-link-external" href="https://x.com/MSFT365Status/" target="_blank" rel="noopener noreferrer nofollow"><img style="aspect-ratio:820/266;" src="https://news.stocktwits-cdn.com/MSFT_1_jpg_0f2b6570a3.webp" alt="MSFT1.jpg" width="820" height="266"></a><figcaption>@MSFT365Status/X</figcaption></figure><a href="http://stocktwits.com/symbol/MSFT">MSFT’s stock</a> edged 0.3% in pre-market trade with retail sentiment around the software giant trending in ‘neutral’ territory over the past day.Microsoft said it is restarting certain backend infrastructure components that power Teams services to try and mitigate the impact. In its latest&nbsp;update, the company stated that while the issue was initially identified among administrators, it has now affected a broader group of users.Microsoft did not provide a timeline for full restoration, but said updates would be communicated through the Microsoft 365 admin center.<figure class="image"><a class="st-link-external" href="https://x.com/MSFT365Status/" target="_blank" rel="noopener noreferrer nofollow"><img style="aspect-ratio:820/542;" src="https://news.stocktwits-cdn.com/MSFT_2_jpg_5afbed59da.webp" alt="MSFT2.jpg" width="820" height="542"></a><figcaption>@MSFT365Status/X</figcaption></figure>The outage comes less than a month after a previous&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/microsoft-hit-by-azure-office-365-service-disruptions-ahead-of-q3-results/cLGZMHUR3wU">service disruption&nbsp;</a>on October 29, which latest nearly eight hours and was caused by a configuration error in Azure Front Door (AFD) – Microsoft’s content delivery network service. The issue highlights persistent reliability risks for businesses and educational institutions heavily dependent on Microsoft 365’s collaboration and productivity tools, especially Teams.&nbsp;In its latest update, Microsoft&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/MSFT365Status/status/1988623718566772790?s=20">said</a> its making a configuration change to resolve the issue that was preventing us from connecting additional backend infrastructure to the affected service and mitigating user impact.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/jim-cramer-says-the-year-of-magical-investing-is-ending/cLPIu0JRE5o">Jim Cramer Says The ‘Year of Magical Investing’ Is Ending – ‘Too Much OpenAI IOUs Flying Around’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Microsoft office building is in the RheinauArtOffice in Cologne, Germany, on September 11, 2025. (Photo by Michael Nguyen/NurPhoto via Getty Images)

Second Microsoft Outage In A Month Disrupts Teams Access Across Europe 

Microsoft did not provide a timeline for full restoration, but said updates would be communicated through the Microsoft 365 admin center.

<ul class="summary-bullets"><li>Erste Group analyst Hans Engel said the company’s quarterly guidance is conservative and therefore is achievable.</li><li>According to Fiscal.ai-compiled consensus, the networking giant is expected to report adjusted earnings per share (EPS) of $0.98 and revenue of $14.78 billion.&nbsp;</li><li>The stock has gained about 25% this year.</li></ul>Cisco Systems, Inc. (CSCO) stock is currently trading shy of its 52-week high of $74.84, set earlier this month, as it inches toward its dot-com bubble peak ($82). The rising retail interest in&nbsp;<a href="https://stocktwits.com/symbol/CSCO">Cisco stock</a> has come ahead of the company’s quarterly results due after the market close on Wednesday.<h2 class="st-heading-2">What Analysts Model For Cisco’s Q1</h2>According to Fiscal.ai-compiled consensus, the networking giant is expected to report adjusted earnings per share (EPS) of $0.98 and revenue of $14.78 billion. This compares to the year-ago EPS and revenue of $0.91 and $13.84 billion, respectively.Cisco’s guidance, issued in mid-August, calls for adjusted EPS of $0.97-$0.99 and revenue in the range of $14.65 billion to $14.85 billion.While upgrading Cisco stock to ‘Buy’ from ‘Hold’ on Monday, Erste Group analyst Hans Engel said the company’s quarterly guidance is conservative and therefore is achievable, according to the summary of the note on the Fly. The analyst believes that the company’s operating margin and its return on equity will remain above average.Traders may also focus on whether the company updates its full-year outlook, which currently models adjusted EPS of $4-$4.26 and revenue of $59 billion to $60 billion. Engel termed the guidance as “optimistic.”&nbsp; The focus will also be on artificial intelligence (AI)-related gain.<h2 class="st-heading-2">Huawei’s Loss, Cisco’s Gain?</h2>Cisco's stock may also benefit from another headline. A Bloomberg report, citing people familiar with the matter,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-11-10/eu-eyes-banning-huawei-from-mobile-networks-of-member-countries">stated</a> late Monday that the European Commission is considering asking European Union (EU) member companies to phase out Chinese telecom equipment makers Huawei and ZTE from their networks.EC Vice President Henna Virkkunen is reportedly planning to implement the commission’s 2020 recommendation to avoid high-risk vendors and make that a legal requirement. It was also considering dissuading non-EU countries from sourcing from Chinese vendors by freezing “Global Gateway” funding for nations that do not comply with the diktat.If implemented, this could prove&nbsp;beneficial&nbsp;for U.S. vendors, such as Cisco.<h2 class="st-heading-2">What Retail Feels About Cisco Systems</h2>On Stocktwits, retail sentiment toward Cisco stock shifted to ‘bullish’ by early Tuesday, up from ‘bearish’ the day before. The message volume increased, yet only to ‘normal’ levels.A bullish watcher predicts that the stock will move very little after earnings but expects it to cross $80 by the end of the year.<stembedurl>https://stocktwits.com/Tat2doc/message/635649935</stembedurl>According to Koyfin, the average analysts’ price target for the stock is $76.96, implying&nbsp;nearly&nbsp;7% upside from the closing price on Monday. The stock has gained about 25% this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp; <a href="https://stocktwits.com/news-articles/markets/equity/big-bear-stock-surges-over-12-after-hours-on-250-m-ask-sage-deal-q3-beat/cLPdWRQRE2U">BigBear Stock Surges Over 12% After-Hours On $250M Ask Sage Deal, Q3 Beat — Retail Impressed With Results</a>

In this photo illustration, the logo of Cisco Systems, Inc. is displayed on a smartphone screen(Photo illustration by Cheng Xin/Getty Images)

Cisco To Test Dotcom Peak? Stock Draws Retail Buzz Ahead Of Q1 Earnings This Week

 Cisco is scheduled to report its first-quarter results after the market closes on Wednesday.

Senate's Deal Signals Potential End to US Govt. Shutdown: Top ETFs to Buy

A bipartisan Senate deal signals an end to the U.S. government shutdown, sparking investor interest in ETFs like XLV and SPY.

Current Price	$278.50
Prev Close	$283.64
Open	$281.19
Dividend Yield	N/A
50-Day Moving Average	$285.84
Beta	N/A
Avg. Volume	9.47M
PE Ratio	N/A

52-Week High	$305.99
52-Week Low	$172.45
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A
Enterprise Value/EBITDA	N/A

XLK
Technology Select Sector SPDR Fund

Feed

News

Sentiment

Fundamentals

Info

Latest XLK News

XLKTechnology Select Sector SPDR Fund