SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike is caught in a cybersecurity-sector selloff, with traders frequently linking the pressure to Fortinets outlook and broader sympathy selling in software peers. Some see the decline as an overreaction and buying opportunity, while others argue CRWDs steep valuation after a major rally leaves it vulnerable to further profit-taking.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisks share-price slump and competition from Eli Lilly dominate discussion, with traders criticizing management and questioning whether Novo can defend its position in the GLP-1 market. Ahead of Q3 results, bulls point to oral Wegovy demand and pipeline prospects, while skeptics doubt these can offset competitive and execution concerns.

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 shares sold off sharply despite a Q3 earnings beat and higher full-year outlook, as traders focused on softer Q4 organic-growth guidance and slowing messaging growth. The debate is whether that near-term deceleration outweighs the companys stronger full-year outlook and continued business momentum.

BioNTech SE operates as immunotherapy company, which engages therapies for cancer and other serious diseases. Its product pipeline include BNT162b2, BNT161, BNT164, FixVac, iNeST, RiboMabs, CAR-T Cells, TCRs and Next-Gen CP Immunomodulators. The company was founded by Christopher Huber, Oezlem Tuereci, and Ugur Sahin on June 2, 2008 and is headquartered in Mainz, Germany.

BioNTech SE - ADR

Attention centers on BioNTechs Nov. 3 earnings and pipeline update, with traders weighing oncology readouts and whether management can convert its pipeline into meaningful progress. Bulls point to ESMO data and potential pipeline guidance, while skeptics cite mixed or failed trial results and leadership-transition concerns.

Dogecoin (DOGE) is a cryptocurrency . Users are able to generate DOGE through the process of mining. Dogecoin has a current supply of 156,559,996,383.70523. The last known price of Dogecoin is 0.07552377 USD and is down -0.48 over the last 24 hours. It is currently trading on 1543 active market(s) with $337,365,256.17 traded over the last 24 hours. More information can be found at http://dogecoin.com/.

Dogecoin

Dogecoins prolonged decline and choppy trading below a key resistance level dominate the discussion, with traders sharing bearish chart setups and watching support. Reactions are split between buying the dip and holding for a rebound, and frustration over DOGEs weakness compared with other meme coins.

Palo Alto Networks, is a cybersecurity company that provides cybersecurity platforms and services to enterprises, organizations, service providers, and government entities. Its offerings include network and AI security, cloud security, security operations, and identity security solutions. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Palo Alto is drawing attention amid a cybersecurity-sector selloff after Fortinets weaker services-revenue outlook triggered sympathy selling in peers. Traders see the drop as either a buying opportunity in a still-growing security market or a valuation reset after a strong rally.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

A temporary federal policy allowing compounding pharmacies to make six peptides without enforcement action has fueled discussion of a potential new growth opportunity for Hims & Hers. Traders are divided: some view the policy as a major catalyst, while others say the muted, choppy share reaction reflects uncertainty about launch timing and whether peptide demand will translate into revenue; the products are not FDA-approved.

XPeng, Inc. is a global physical AI company, which engages in bringing artificial intelligence into the physical world to reshape future mobility and smart living. It developed a full-stack physical AI architecture spanning Turing AI chips, world foundation models, and integrated software and hardware applications. The firm's product portfolio includes smart EVs, robotaxis, and humanoid robots. The company's sales and services drives continuous technological innovation and fosters an open physical AI ecosystem, making life smarter, safer, and better for users worldwide. XPeng, Inc. was founded by Xiao Peng He, Heng Xia, and Tao He in 2015 and is headquartered in Guangzhou, China.

XPeng Inc - ADR

XPengs steep slide to new lows is dominating discussion, with traders pointing to analyst downgrades and concerns about weak China EV demand and future delivery growth. Some bulls counter that deliveries, exports, and technology initiatives remain promising, but frustration is widespread that positive company developments have not lifted the stock.

Global X Funds - Global X Dow 30 Covered Call ETF

Global X Dow 30 Covered Call ETF

Traders are focused on the Dows relative strength versus tech-heavy indexes and whether that reflects continued rotation into blue chips or a temporary pause in broader market weakness. The debate is mixed, with optimism about rebounds alongside concerns over rising yields, Fed policy, and Iran-related oil and inflation risks.

Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. The firm offers various products for application security, performance and reliability, network services, Zero Trust, developer platform, media delivery, insights, domain registration, and consumer services. 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 is drawing attention after critical PHP vulnerabilities prompted urgent patching and exploit warnings; traders see its WAF protections as a potential beneficiary, alongside a broader cybersecurity-sector rally. The reaction is largely bullish, though some discussion frames the move as a short-term trade rather than proof of lasting demand.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

The Zacks Analyst Blog Highlights SHOC, XSD, FTXL, CHPS and SMH

SHOC, XSD, FTXL, CHPS and SMH offer semiconductor exposure as chip demand fuels growth forecasts, while oversupply risks and Chinese competition cloud the outlook.

Is State Street SPDR S&P Semiconductor ETF (XSD) a Strong ETF Right Now?

Cerebras Teams Up With Gimlet Labs For AI Inference Cloud — First Data Center Due This Year

Equity

Gimlet Cloud will combine Cerebras’ wafer-scale systems with GPUs to accelerate AI inference, with the first Cerebras-powered data center expected to go online later this year.

Should You Invest in the State Street SPDR S&P Semiconductor ETF (XSD)?

BofA Sees Global Chip Market Nearly Doubling: Semiconductor ETFs to Buy

BofA expects the global semiconductor market to nearly double by 2030. Here are a few semiconductor ETFs to consider.

Top Semiconductor ETFs That Investors May Buy in September

Semiconductor ETFs are riding AI-driven demand and rising chip investment, with four funds offering diversified exposure to the industry's next growth phase.

A Guide to Semiconductor ETFs

AI infrastructure spending, soaring memory demand and strong chip sales are fueling semiconductor growth, putting these ETFs in focus.

TE Stock Pops 9% After Norway Backs Data Center Plans For Idle Battery Factory

On Thursday, a committee of the Mo i Rana municipal government approved a permit to rezone 161,000 square feet of TE’s idle campus for industrial or data-center use.


SPDR Series Trust - State Street SPDR S&P Semiconductor ETF

Bearish Sentiment

<ul class="summary-bullets"><li>Cerebras and Gimlet target inference speeds of up to 3,000 tokens per second.</li><li>Gimlet Cloud will combine Cerebras’ Wafer Scale Engine with GPUs.</li><li>Gimlet is a launch partner for Cerebras’ latest CS-4 technology.</li></ul>Cerebras Systems Inc. (<a class="mention" data-mention="$CBRS" data-symbol-id="CBRS" href="https://stocktwits.com/symbol/CBRS" target="_blank">CBRS</a>) is teaming up with the applied AI research and infrastructure startup Gimlet Labs to bring its wafer-scale AI systems into Gimlet Cloud.With this collaboration, the companies are targeting inference speeds of up to 3,000 tokens per second for agentic and real-time AI applications. The first Cerebras-powered Gimlet Cloud data center is expected to come online later this year.&nbsp;The collaboration will span infrastructure through developer application programming interfaces (APIs), as they work to make faster AI inference available at production scale.<h2 class="st-heading-2">How The System Works</h2>Inference is the process through which a trained AI model produces responses or other outputs. For applications such as AI agents, voice and video systems, and assistants, how quickly those outputs are generated can directly affect how responsive the application feels.Gimlet Cloud will combine Cerebras’ Wafer Scale Engine with graphics processing units (GPUs) rather than relying on one type of processor for every part of the workload.Gimlet’s technology divides AI inference into distinct phases and directs each phase to the computing hardware best suited to perform it. This approach combines Cerebras’ fast token generation with the high throughput offered by GPUs.The companies plan to deliver up to 3,000 tokens per second at production scale, said Gimlet CEO Zain Asgar.<h2 class="st-heading-2">Gimlet Becomes CS-4 Launch Partner</h2>Gimlet will also serve as a launch partner for Cerebras’ CS-4 technology, providing Gimlet Cloud customers with access to Cerebras’ latest systems.Cerebras Chief Technology Officer Sean Lie said making Cerebras a native part of Gimlet’s inference cloud would bring its AI inference technology to more developers at production scale.Cerebras and Gimlet have worked together on customer engagements since last year, and an integrated system is already serving tokens in private deployments.The companies now plan to expand the collaboration across software, infrastructure design, APIs, developer tools, optimization, validation, and production operations.<h2 class="st-heading-2">Retail Sentiment Around <a class="mention" data-mention="$CBRS" data-symbol-id="CBRS" href="https://stocktwits.com/symbol/CBRS" target="_blank">CBRS</a> Stock</h2>On Stocktwits, retail investor sentiment around <a href="https://stocktwits.com/symbol/CBRS">CBRS stock</a> remained in the ‘bearish’ territory.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_09_28_222234_ab6e6dcabb.png" alt="Screenshot 2026-09-28 222234.png" width="822" height="427"><figcaption><a class="mention" data-mention="$CBRS" data-symbol-id="CBRS" href="https://stocktwits.com/symbol/CBRS" target="_blank">CBRS</a> stock retail sentiment on September 28 as of 01:10 p.m. ET | Source: Stocktwits</figcaption></figure>So far this year, <a class="mention" data-mention="$CBRS" data-symbol-id="CBRS" href="https://stocktwits.com/symbol/CBRS" target="_blank">CBRS</a> stock price has fallen more than 36%. In comparison, the ARK Innovation ETF (<a href="https://stocktwits.com/symbol/ARKK">ARKK</a>) and the State Street SPDR S&amp;P Semiconductor ETF (<a href="https://stocktwits.com/symbol/XSD">XSD</a>), which hold the stock, have risen around 15% and 58%, respectively, over the same period.See Also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mdb-stock-plunges-after-ceo-leaves-for-meta-right-before-investor-day/cZMSCgORBQD">MDB Stock Plunges After CEO Leaves For Meta – Analysts Weigh Enterprise Ties Against Ittycheria Return</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Cerebras logo is displayed on a smartphone next to a computer processor held in hand, in this illustration photo taken in Italy on July 11, 2026. (Photo by Matteo Della Torre/NurPhoto via Getty Images)

Cerebras Systems Inc. (CBRS) is teaming up with the applied AI research and infrastructure startup Gimlet Labs to bring its wafer-scale AI systems into Gimlet Cloud.

ARK Innovation ETF

Cerebras Systems Inc

SPDR S&P Semiconductors 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.

Feed

News

Sentiment

Fundamentals

Info

XSD News