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The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeings weaker-than-expected quarterly results and cautious outlook, including a slower 737 production ramp and delayed cash-flow recovery, sparked a sharp selloff. Traders are divided between expecting continued pressure from execution problems and viewing the drop as an overreaction given the companys large backlog.

Seagate Technology Holdings Plc operates as holding company that is engaged in the development, production, and distribution of data storage products and electronic data storage solutions. Its products include hard disk drives, solid state hybrid drives, solid state drives, peripheral component interconnect express cards, serial advanced technology attachment controllers, storage subsystems and computing solutions. The firm offers its products under the Backup Plus and Expansion product lines, and Maxtor and LaCie brands. The company was founded in 1978 and is headquartered in Fremont, CA.

Seagate Technology Holdings Plc

Seagates quarterly results beat expectations and its next-quarter outlook was raised, but shares sold off sharply despite the strong report. Traders debate whether the drop reflects profit-taking and elevated expectationsespecially concerns about slowing margin growthor an overreaction to results that support the AI-driven storage-demand story.

What is the project about? Pepe is a community based meme token surround the iconic meme Pepe the frog. Pepe aims to leverage the power of such an iconic meme to become the most memeable memecoin in existence.   What makes your project unique? Pepe is here to make memecoins great again. Ushering in a new paradigm for memecoins, Pepe represents the memecoin in it's purest simplicity. With zero taxes, liquidity locked forever, and contract immutable, Pepe is for the people, forever. Pepe is about culture, rallying together a community to have fun and enjoy memes, fueled purely by memetic power.   History of your project. Pepe was stealth launched on Friday, April 14th, 2023.   What’s next for your project? Pepe will focus on developing a tight-knit community around the token and building resources to enrich the communities knowledge and success in crypto through a token gated group, newsletter, and more tools.   What can your token be used for? Pepe can be used to speculate on the power of memes, and does not pretend to be anything more.

Pepe

A sharp rebound in PEPE has revived meme-coin momentum and prompted traders to watch for a breakout, with some speculating it could gain ground on SHIB. Others are cautious about resistance, low volume, and the risk of another pullback, while some see PEPE as moving with the broader crypto market.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhoods third-quarter results sparked a post-earnings selloff after revenue came in below expectations and earnings and net income weakened, despite record revenue and growth in options and prediction markets. Traders are split between calling the drop an overreaction and citing weaker crypto activity, lower net interest revenue, and pressure on profitability as reasons for caution.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFis stronger-than-expected third-quarter results and raised outlook are driving a sharp rally. Bulls see accelerating growth and profitability as evidence of a turnaround, while skeptics question the durability of the move and point to lending concentration and weakness in the technology platform.

SK hynix, Inc. engages in the design, manufacture, and sale of semiconductor products. Its products include dynamic random access memory, not-AND flash memory, and multi-chip package. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

Record quarterly results and strong AI-driven memory demand are the main focus, with traders highlighting HBM and DRAM capacity committed through 2029, shortages potentially lasting through 2030, and expanded dividends and buybacks. Many are bullish on the long-term outlook, while others question the muted share-price reaction and warn that memory demand could be cyclical.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphases earnings miss and weaker-than-expected fourth-quarter outlook, amid soft residential solar demand and elevated-rate and tax-credit headwinds, drove the dominant discussion. Traders are split between expecting further declines and viewing the selloff as a buying opportunity, while the AI data-center transformer is discussed as a longer-term, not near-term, growth prospect.

Cameco Corp. engages in the provision of uranium. It operates through the following segments: Uranium and Fuel Services. The Uranium segment is involved in the exploration for, mining, milling, purchase, and sale of uranium concentrate. The Fuel Services segment deals with the refining, conversion, and fabrication of uranium concentrate and the purchase and sale of conversion services. The company was founded in 1988 and is headquartered in Saskatoon, Canada.

Cameco Corp.

Cameco is drawing attention around earnings expectations and concerns that weather-related production setbacks at Cigar Lake could weigh on results. Traders are split between bearish worries about a weak report and bullish bets on uranium, including notable put-selling activity.

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 A

Alphabet Inc Class A

Alphabets upcoming quarterly earnings are drawing attention, with traders focused on Google Cloud growth, AI capital spending, and whether search can withstand AI competition. A report that OpenAI is considering buying Googles TPUs is a bullish counterpoint, while traders remain divided over whether the potential chip demand offsets concerns about spending and search.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

BlackRocks reported increase in its TGTX stake to 13.8% is drawing attention, with bullish traders viewing the filing as institutional accumulation alongside BRIUMVIs sales momentum. The community is also watching for price follow-through; buyout and short-squeeze claims remain speculation.

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XLK is drawing attention amid a technology-sector pullback tied to AI and semiconductor selling, weak breadth, and concerns about valuations and capex returns. Traders are debating whether the recent bounce signals a recovery or is only a pause in the downtrend, with some viewing the dip as an opportunity while others remain cautious.

Broadcom Upgraded By DA Davidson After Anthropic IPO Filing — Analyst Says AI Cycle ‘Isn't Over Quite Yet’

Equity

Anthropic’s IPO filing detailed its extensive relationship with Broadcom, including a five-year equipment lease agreement involving approximately $125.2 billion in payments, excluding interest.

Software & Services ETF (XSW) Hits New 52-Week High

XSW has surged 60% from its 52-week low and recently hit a new high. Can easing AI fears and positive momentum drive further gains?



Apple Overtakes Nvidia As World's Most Valuable Company — iPhone Duo Hits Stores Amid Strong Demand

IDC expects Apple to capture 44% of the foldable smartphone market by value this year, as strong initial interest tests the company's ability to meet demand.

LRCX Stock Sinks As Analysts Trim Targets, See Supply Constraints – But Longer-Term Bull Case Remains

The cuts followed better-than-expected fiscal first-quarter results, although analysts maintained positive ratings despite the company's December-quarter outlook offering limited upside to expectations.

IBM Stock Slides Over 5% Despite Earnings Beat, Analyst Target Hikes — Software Growth Faces 2027 Test

IBM's software revenue increased 8% year over year to $7.8 billion, while Transaction Processing returned to 9% growth after declining 8% in the second quarter.

Micron Says Rival DRAM Design Has ‘Fundamental Problems’: Targets Next-Gen Memory With 3D DRAM, New Chips Planned For 2027

On a call with analysts, Micron’s chief technology officer stated that 4F² DRAM offers little density advantage over 6F² designs and said 3D DRAM could be a better option at the leading edge.


Micron Invests In US Indium Processing Amid China Export Restrictions – MU Stock Still Dips

Micron said it will provide strategic funding to Indium Corporation to expand critical-minerals refining and high-purity materials manufacturing in New York.


Nvidia Reportedly Sees Alibaba, ByteDance, Tencent Order $35B In RTX PRO 5500 Chips Amid US Export Curbs

According to a Reuters report, Nvidia may be able to deliver only 5% to 10% of the total orders.

Should You Invest in the State Street Technology Select Sector SPDR ETF (XLK)?

PLTR Stock Gains After Palantir Expands Federal Push With Knox Systems Partnership 

The partnership combines Palantir’s accredited infrastructure with Knox’s process for accelerating federal cloud authorization.


Select Sector SPDR Trust (The) - State Street Technology Select Sector SPDR ETF

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<ul class="summary-bullets"><li>D.A. Davidson raised its price target on Broadcom to $400 from $350 following Anthropic's IPO filing.</li><li>The firm believes successful IPOs by Anthropic and OpenAI could help Broadcom meet its growth expectations over the next couple of years.</li><li>Broadcom CEO Hock Tan reportedly intervened to finalize a $63 billion financing deal supporting Anthropic's AI chip leases.</li></ul>Broadcom Inc. (AVGO) drew a bullish call from D.A. Davidson on Tuesday following Anthropic's initial public offering (IPO) filing as the firm upgraded the stock to ‘Buy’ from ‘Neutral’.According to The Fly, the firm believes Anthropic will proceed with its IPO and raise capital, followed by a potential OpenAI IPO next year, which could provide funding that could help Broadcom meet its expectations over the next couple of years.The firm raised its price target to $400 from $350, saying the artificial intelligence (AI) cycle “isn't over quite yet”, per TheFly. It noted that Broadcom shares are trading as though the probability of both IPOs materializing is “near zero,” leaving significant upside potential if they proceed.As of this writing, <a href="https://stocktwits.com/symbol/AVGO">AVGO stock</a> was up over 2% in premarket trading and was among the top-trending tickers on Stocktwits.<h2 class="st-heading-2">Anthropic's IPO Filing Shows Scale Of AI Infra Commitments</h2>Anthropic is seeking to list its shares under the ticker&nbsp;<a href="https://stocktwits.com/symbol/ANT">ANT</a> on Nasdaq. The company filed its Form S-1 registration statement with the U.S. Securities and Exchange Commission (SEC) on Monday.The filing detailed Anthropic's extensive relationship with Broadcom, including a five-year equipment lease agreement involving approximately $125.2 billion in payments, excluding interest.Anthropic disclosed an agreement allowing it to issue up to $42 billion in convertible promissory notes to Broadcom or a designated financing partner, if needed, to fund obligations under the arrangement.<h2 class="st-heading-2">Broadcom CEO Helps Secure $63B Anthropic Financing</h2>The Wall Street Journal reported Monday that Broadcom CEO Hock Tan intervened in negotiations to finalize a $63 billion financing arrangement that lets Anthropic lease specialized AI chips developed by Broadcom and Google.Tan spent nearly two months working with banks to secure more than $40 billion in commitments, per the<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/finance/broadcom-ceo-intervened-to-seal-63-billion-anthropic-debt-deal-c807754f?mod&amp;#61;hp_lead_pos1"> report</a>. Some lenders considered withdrawing amid concerns that the returns did not adequately compensate them for the risks. Tan held last-minute discussions with bank executives and agreed to higher loan interest rates.Bank of America, Blackstone, Citi and Morgan Stanley announced Monday that the $63 billion transaction will be executed through a special-purpose vehicle (SPV) that will purchase Broadcom's AI accelerators and networking equipment for lease to Anthropic.Under the agreement, Broadcom will provide residual-value support to the SPV for an amount equivalent to the first-lien portion of the financing, with equipment deliveries expected to begin in 2027.<h2 class="st-heading-2">Retail Investors’ Sentiment Around AVGO Stock</h2>On Stocktwits, retail investors’ sentiment improved to ‘neutral’ from ‘bearish’ a day ago.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_10_27_165058_ebf94857a8.png" alt="Screenshot 2026-10-27 165058.png" width="805" height="422"><figcaption>AVGO stock retail sentiment on October 27, as of 07:30 a.m. ET | Source: Stocktwits</figcaption></figure>So far this year, AVGO stock has fallen over 5%. By comparison, the State Street Technology Select Sector SPDR ETF (<a href="https://stocktwits.com/symbol/XLK">XLK</a>), which holds the stock, has risen over 29% over the same period.See Also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/core-weave-expands-ai-cloud-footprint-with-denmark-data-center-plans-global-network-expansion-across-4-continents/cZUedJLRBC2">CoreWeave Expands AI Cloud Footprint With Denmark Data Center — Plans Global Network Expansion Across 4 Continents</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Broadcom Reports Quarterly Earnings (Photo by Justin Sullivan/Getty Images)

Broadcom Inc. (AVGO) drew a bullish call from D.A. Davidson on Tuesday following Anthropic's initial public offering (IPO) filing as the firm upgraded the stock to ‘Buy’ from ‘Neutral’.

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The Federal Reserve announces its rate decision Wednesday, October 28 at 2:00 PM ET, followed by Chair Kevin Warsh’s press conference at 2:30 PM, after raising rates by a quarter point to 3.75%-4.00% in September, its first hike since 2023. What do you think the Fed decides on Wednesday? Vote and explain your reasoning in the comments.

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