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 drawing attention amid a cybersecurity-sector selloff, with traders linking the pressure largely to Fortinets earnings reaction and broader weakness in software stocks. Some see the drop as sympathy selling and a buying opportunity, while others argue CRWDs rich valuation leaves it vulnerable to further declines.

Tidal Trust II - YieldMax Semiconductor Portfolio Option Income ETF

YieldMax Semiconductor Portfolio Option Income ETF

CHPY is drawing attention amid a sharp pullback across semiconductor and AI-related stocks, which traders attribute to de-risking and concerns about AI valuations and spending. Some holders are buying the dip and focusing on long-term chip demand and weekly income, while skeptics worry about further losses, declining distributions, and NAV erosion.

JPMorgan Chase & Co. is a financial holding company, which engages in the provision of financial and investment banking services. The firm focuses on investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. It operates through the following segments: Consumer and Community Banking (CCB), Commercial and Investment Bank (CIB), Asset and Wealth Management (AWM), and Corporate. The CCB segment originates and services mortgage loans. The CIB segment makes markets and services clients across fixed income, foreign exchange, equities, and commodities. The AWM segment provides initial capital investments in products such as mutual funds and capital invested alongside third-party investors. The Corporate segment manages its liquidity, funding, capital, structural interest rate, and foreign exchange risks. The company was founded in 1799 and is headquartered in New York, NY.

JPMorgan Chase & Co.

JPMorgan Chase & Co

JPMorgans quarterly results missed expectations, with weaker fixed-income trading and securities losses weighing on the report; stronger net interest income and lending provided an offset. Traders are debating the stocks resilient, volatile reaction despite the earnings miss.

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 post-earnings selloff is centered on a softer fourth-quarter organic-growth outlook, which traders see as a deceleration despite the quarterly beat and raised full-year guidance. The community is divided between waiting for support after the sharp drop and viewing the weaker outlook and slowing messaging growth as reasons to stay cautious.

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

XPeng is drawing attention amid a prolonged selloff and fresh lows, with traders citing Chinese EV weakness, analyst downgrades, and concerns about demand, profitability, and upcoming delivery guidance. Bulls point to rising deliveries, exports, and technology initiatives, but debate why those developments have not supported the share price.

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 under pressure alongside other cybersecurity stocks after Fortinets weaker service-revenue outlook sparked sector-wide sympathy selling, despite its stronger results elsewhere. Traders debate whether the pullback is overdone given PANWs recurring-security business, while others point to elevated valuations and growth concerns.

Transocean Ltd. engages in the provision of offshore contract drilling services for oil and gas wells. It also owns and operates offshore drilling fleets such as ultra-deepwater, harsh environment, deepwater, and midwater rigs. The company was founded in 1953 and is headquartered in Steinhausen, Switzerland.

Transocean Ltd

Brazilian approval of Transoceans Valaris merger has traders focused on the deals expected scale and synergies, while elevated short interest is fueling squeeze speculation. Recent offshore contract wins and higher day rates bolster the bullish case, but some traders remain concerned about share dilution, debt and the stocks muted response to positive developments.

ProShares Trust II - ProShares Ultra Bloomberg Crude Oil 2x Shares

ProShares Ultra Bloomberg Crude Oil

UCO is drawing attention amid sharp crude-oil swings tied to U.S.-Iran tensions, Strait of Hormuz supply concerns, and shifting reports about a possible deal. Traders are divided between bullish bets on continued disruption and expectations of an oil pullback if tensions ease, with some also flagging the risks of trading a leveraged fund in volatile markets.

Global X Funds - Global X Dow 30 Covered Call ETF

Global X Dow 30 Covered Call ETF

Discussion centers on volatile broad-market moves and the Dows relative strength versus tech-heavy indexes, with traders debating whether the rotation into blue chips can persist or signals wider weakness. Rising Treasury yields, Fed policy uncertainty, and Iran-related oil concerns are recurring macro risks, while bullish and crash-focused views remain sharply divided.

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

Novos upcoming Q3 report is the main focus, with traders watching whether oral Wegovy demand and guidance can support a recovery amid competition from Eli Lilly. Bulls anticipate stronger results and see the pills prescription momentum as a positive, while skeptics point to market-share pressure, management concerns, and the stocks prolonged weakness.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

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

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

Nvidia & AMD Bet $4B on Meta: Grab These ETFs to Own the AI Ecosystem

 Nvidia and AMD are investing $4 billion in Meta's AI ambitions. Discover four ETFs offering exposure to these tech giants and the broader AI ecosystem.  

Anthropic IPO Filing Shows Customers Paying Over $1M A Year Has Nearly Doubled Since April 

Equity

The Claude creator reported $16.3 billion in first-half 2026 revenue, up from $1.16 billion a year earlier, alongside an $80.7 billion net loss.


Nebius Says It Is ‘Sequencing’ Its Financing After Getting $3.5B From Citi, With Bigger Asset-Backed Loans Still to Come

The Nvidia-backed company said proceeds will go toward data center development, GPU purchases and general corporate purposes. 


Nebius Less Exposed To AI Cloud Debt Concerns, Says CRO Marc Boroditsky — Piper Sandler Cuts Target 22%

Boroditsky said developments affecting other players were weighing on NBIS stock price. He believes the market will return to more normal conditions as investors recognize Nebius' financing structure.

A Guide to AI ETF Investment

AI spending is expected to hit $2.7 trillion in 2026 as adoption accelerates. Explore four AI ETFs with year-to-date gains of up to 58.3%.

Jensen Huang Calls OpenAI ‘One Of The Most Consequential Companies In History’ – Says It Can 'Use Whatever Part' Of OpenShell It Wants

In an interview with CNBC, the Nvidia CEO said OpenAI’s leadership team, including Sam Altman, Greg Brockman, Sarah Friar and Nick Turley, “do a terrific job running the company.”


The Zacks Analyst Blog Highlights CHAT, BWET, BNO, AIS, EWY and FTXL

CHAT and other ETFs surged in 2026 as AI demand, geopolitical shocks and energy disruptions drove sharp gains.

5 ETF Areas That Have Nearly Doubled in First Nine Months of 2026

Geopolitical tensions, oil shocks and the AI boom have fueled huge ETF gains in 2026. Explore five ETF areas up at least 85%. 

Roundhill CEO Dave Mazza Says Memory Trade Is Back To Fundamentals — Micron Earnings A ‘Real Tone Setter’

In an interview with CNBC, Mazza said a sharp reset has reduced leverage in memory trades, while investors are broadening their focus across more specialized parts of the AI trade.

Trump Says US Already Has The Power To Rein In AI Firms – ‘There Is A Sick Conspiracy Going On Against AI And Data Centers’

Trump warned that restrictions on AI and data-center development could strengthen China’s competitive position.

Tidal Trust II - Roundhill Generative AI & Technology ETF

Bearish Sentiment

<ul class="summary-bullets"><li>Anthropic has not yet disclosed its IPO price range or the number of shares it intends to sell.</li><li>Goldman Sachs and Morgan Stanley, which also held lead roles in SpaceX’s blockbuster IPO, will lead Anthropic’s offering alongside 20 other underwriters.</li><li>Anthropic’s proposed share structure gives its founders’ LLC 50.1% of the company’s voting power through a single Class F share, even after the company goes public.</li></ul>Anthropic (ANTHZZX) on Monday released its public IPO filing, which showed that more than 1,900 customers paid the Claude AI maker at least $1 million over the past year, nearly double the tally in April.The company is targeting a public listing in November, according to The Wall Street Journal, though the timing could change. The report said Anthropic’s offering could raise $100 billion or more at a valuation of $1.5 trillion to $2 trillion.The filing does not yet disclose Anthropic’s target valuation or the number of shares it plans to sell. Those details are expected in an updated filing after the company gauges investor feedback. Anthropic plans to list on Nasdaq under the ticker ‘ANT’.The filing breaks down the company’s customer base into three tiers based on revenue:<div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col></colgroup><tbody><tr><td>Customer tier</td><td>Trailing 12-month revenue</td><td>Number of customers (as of Sept. 30)</td></tr><tr><td>Tier 1</td><td>$100,000 or more</td><td>More than 11,900</td></tr><tr><td>Tier 2</td><td>$1 million or more</td><td>More than 1,900</td></tr><tr><td>Tier 3</td><td>$10 million or more</td><td>Approximately 250</td></tr></tbody></table></figure></div>On Stocktwits,&nbsp;<a href="https://stocktwits.com/symbol/ANTHZZX.P">ANTHZZX</a> was among the platform’s top trending tickers at the time of writing, while retail sentiment around the company was in ‘extremely bullish’ territory.<h2 class="st-heading-2">Anthropic Revenue Reaches $16.3 Billion In First Half</h2>Anthropic’s filing showed revenue of $16.3 billion in the first half of 2026, up from $1.16 billion in the same period a year earlier. Retail traders on Stocktwits highlighted the company’s financials.<stembedurl>https://stocktwits.com/UpsOrDowns/message/667344878</stembedurl><stembedurl>https://stocktwits.com/SamsonCapital/message/667267031</stembedurl>Revenue growth also outpaced the increase in Anthropic’s computing costs. Revenue rose 1,368% year over year in the second quarter, while compute and infrastructure costs increased 300%.The company reported a net loss of $80.7 billion, largely driven by a $72.4 billion accounting charge related to convertible notes. As Anthropic’s valuation increased, the value of those notes rose, creating an accounting expense.The filing also lists $8.76 billion in “other expenses” for the first half, separate from the convertible-note charge, but does not explain what the category includes in its summary pages.Meanwhile, spending on sales, marketing and partnerships climbed 26-fold to $3.17 billion in the first half from $120 million a year earlier.<h2 class="st-heading-2">Goldman Sachs, Morgan Stanley To Lead Anthropic IPO</h2>Goldman Sachs and Morgan Stanley will lead Anthropic’s IPO, with 20 other underwriters named in the filing. The same two banks held the lead roles in SpaceX’s offering this year.Morgan Stanley was also named stabilization agent, responsible for managing the stock’s early trading following the offering.The filing lists CEO Dario Amodei among the company’s largest disclosed individual shareholders, with ownership or control of 245 million shares. Daniela Amodei, Tom Brown, Jack Clark, Jared Kaplan, Sam McCandlish and Christopher Olah each own more than 200 million Class A shares, according to the filing.Public investors will have limited voting power under Anthropic’s proposed five-class share structure:<ul><li>Class A: Shares sold to the public, with one vote per share.</li><li>Class N: Held mainly by strategic partners. These shares carry no voting rights and convert to Class A when sold to an outside party.</li><li>Class F: A single share held by the seven co-founders through an LLC, carrying 50.1% of all votes.</li><li>Class T: Held by the Long-Term Benefit Trust, an independent body that elects a majority of the board.</li><li>Class E: Reserved for employees, with no economic value and voting rights limited to specific matters.</li></ul>The structure gives the founders and the Long-Term Benefit Trust substantial influence over the company’s board, even after it goes public.<h2 class="st-heading-2">Anthropic Ties Public-Benefit Fund Grants To IPO Price</h2>Earlier this month, Anthropic said it would allocate 5% of its shares to a public-benefit fund and could issue additional shares as the company’s valuation increased.The filing identifies the IPO price as the baseline for future grants. For every 50% increase in the share price above the previous milestone, the board may authorize an additional grant of up to 2% of outstanding shares. Each grant remains at the board’s discretion.<h2 class="st-heading-2">Anthropic Flags AI Safety And Computing Risks</h2>The filing also outlines risks tied to training advanced AI models, keeping pace with their capabilities and securing enough computing capacity. Anthropic said it has experienced failed or underperforming training runs that consumed resources with little or no benefit. Such runs can take weeks or months.The company said it uses Claude to help develop future versions of the model, warning that this process could accelerate AI capabilities faster than its safety measures can keep pace, and that it might not recognize a significant acceleration until after it has occurred.Anthropic cited its decision to limit the initial release of its Mythos model through Project Glasswing as an example of a precaution it may take again. Delaying a release, however, could give competitors an opportunity to move ahead.Computing capacity is another constraint. Anthropic said it has requested more capacity from cloud providers than they were willing to supply.The filing also addresses customer complaints over changes to usage limits, including allegations that the company’s disclosures about model access were inadequate or misleading.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/meta-launches-35-b-stock-offering-plans-another-60-b-program-in-2027-nvidia-amd-broadcom-eye-up-to-5-b-investment/cZU3GQpRByl">Meta Launches $35B Stock Offering With Nvidia, AMD, Broadcom Backing Its AI Buildout</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Anthropic logo is displayed on the screen of a smartphone with the company's branding in the background. (Photo by Samuel Boivin/NurPhoto via Getty Images)

Anthropic (ANTHZZX) on Monday released its public IPO filing, which showed that more than 1,900 customers paid the Claude AI maker at least $1 million over the past year, nearly double the tally in April.

Anthropic IPO Filing Shows Customers Paying Over $1M A Year Has Nearly Doubled Since April

Global X Funds - Global X Artificial Intelligence & Technology ETF

Anthropic

Roundhill Generative AI & Technology ETF

SpaceX

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.

Stocktwits

Stocktwits Polls

$CHAT not sure how this thing is up after hours considering the majority of the stocks in the ETF are all negative after hours... MAKE IT MAKE SENSE!

Feed

News

Sentiment

Fundamentals

Info

CHAT Roundhill Generative AI & Technology ETF

Fundamentals

Latest CHAT News