SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceXs quarterly results and outlook are driving attention, with traders focused on rapid AI-compute growth, a return to profitability and plans for heavy infrastructure spending. Bulls see the results as evidence of an expanding AI business, while skeptics question the valuation, cash demands and potential share-unlock pressure; preliminary Tesla merger discussions add another speculative theme.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix shares are under pressure after its quarterly profit beat expectations, but a softer fourth-quarter outlook and slowing revenue growth overshadowed the results; the company also lowered its advertising revenue forecast. Bears see growth and ad execution as key concerns, while bulls argue the selloff overstates the risk given the profitable quarter and share buybacks.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micros preliminary fiscal Q1 update sharply raised its sales outlook and projected improved gross margins, citing stronger AI-platform demand. Bulls welcomed the upside surprise and speculated about short covering, while skeptics questioned whether the gains and improved margins would hold.

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

Reported Chinese orders for Nvidias export-compliant GPUs are renewing discussion of strong AI-chip demand, though traders are frustrated that the news has not translated into a stronger share-price response. The debate also reflects optimism about continued AI infrastructure spending after SpaceX and Super Micro updates, balanced by worries about valuations, financing, and whether that spending will generate returns.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS shares sharp rebound has traders focused on the anticipated 80th-event trigger and final analysis of its Phase 3 REGAL AML trial, with some also speculating about a buyout. The event count and trial results remain unconfirmed; bullish expectations of a major catalyst are countered by skepticism that the move is trading momentum without new data.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energys upcoming Q3 earnings are the main focus, with traders debating whether results and guidance can justify its premium valuation after a sharp, volatile pullback. Bulls point to fuel-cell demand from AI data centers and recent power-project deals, while skeptics warn that expectations are high and the broader AI selloff could keep shares under pressure.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

Traders are focused on potential DefenCath reimbursement upside after the HHS kidney-care plan highlighted barriers to financing dialysis innovation, which they see as support for CorMedixs request for a separate infection-prevention payment category. CMS action remains uncertain, and the discussion also weighs DefenCaths adoption and pricing against competition; REZZAYOs FDA priority review is another cited growth catalyst.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

SOXX is drawing attention amid a prolonged semiconductor selloff, with traders questioning whether AI infrastructure spending and chip demand can justify the sectors high expectations amid financing concerns and competition. The community is split between expecting an oversold bounce on still-strong AI demand and warning that the decline could deepen.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla and SpaceX have formed independent committees to explore a potential merger, fueling speculation that a combination could benefit Tesla while prompting skepticism about deal terms, valuation, and whether it will happen at all. Traders are also positioning around Teslas upcoming earnings, with debate over whether results or merger-related commentary will drive the next move.

Sea Ltd. is an internet and mobile platform company, which engages in the provision of online gaming services. It operates through the following segments: Digital Entertainment, E-Commerce, and Digital Financial Services. The Digital Entertainment segment offers and develops mobile and PC online games. The E-Commerce segment manages a third-party marketplace through the Shopee mobile app and websites that connect buyers and sellers. The Digital Financial Services segment includes a variety of payment services and loans to individuals and businesses through SeaMoney. Sea was founded by Xiao Dong Li, Gang Ye, and Jing Ye Chen on May 8, 2009 and is headquartered in Singapore.

Sea Ltd - ADR

Traders are focused on Seas reported plans for a Monee fintech listing and a new AI cloud business, with the announcements coinciding with a sharp selloff. The community is split between seeing the moves as potential value creation and worrying about uncertainty, spending, and Shopee competition; some also view the decline as an oversold buying opportunity.

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.

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

BlackBerrys QNX royalty backlog reaching a record level after strong growth is driving attention, with traders linking the update to demand for automotive and embedded software, including Alloy Kore. Bulls see it as evidence of future growth, while skeptics stress that estimated backlog is not the same as near-term recognized revenue and question when it will translate into results.

The move appears tied to BlackBerrys QNX division reporting a record royalty backlog above $1.2 billion, up more than $250 million from roughly $950 million in two quarters. The update cited demand for next-generation products, including adoption of SDP 8.0 and commercial validation of Alloy Kore.

BlackBerry Stock Jumps: What's Going On?

BlackBerry Ltd (NYSE:BB) shares are climbing Tuesday. The company disclosed that future royalties lined up at its QNX business now exceed $1.2 billion.read more...

Can BlackBerry's QNX Launchpad Drive Growth in Embedded Markets?

BB's QNX Launchpad gives startups and SMBs affordable access to production-ready software, technical expertise and tools to build mission-critical products.

BlackBerry Limited (BB) Is a Trending Stock: Facts to Know Before Betting on It

Recently, Zacks.com users have been paying close attention to BlackBerry (BB). This makes it worthwhile to examine what the stock has in store.

NOK, BB Stocks In Focus: Jim Cramer Expresses Confidence In Nokia, BlackBerry, But Retail Disagrees 

Equity

Jim Cramer backed Nokia and BlackBerry, citing AI infrastructure and software growth. 


Cramer's lightning round: 'I like BlackBerry very much'

"Mad Money" host Jim Cramer rings the lightning round bell, which means he's giving his answers to callers' stock questions at rapid speed...

Can BlackBerry's QNX Drive Growth Through AI, Automotive & Robotics?

BB's QNX business targets growth from software-defined vehicles, robotics and Physical AI, with higher fiscal 2027 revenue guidance reflecting strong automotive momentum.

BlackBerry's Rising Cash Flow Supports Strategic Investment Options

BB's rising cash flow and stronger balance sheet provide flexibility to invest in QNX growth, pursue selective acquisitions and repurchase shares.

BlackBerry's Alloy Kore Win Adds Over $100 Million to QNX Backlog

BB's landmark Alloy Kore win adds over $100 million in future QNX royalties, boosting its automotive software opportunity despite near-term revenue delays.

Is BlackBerry Stock Worth Buying as Growth Faces a Premium Valuation?

BB's QNX growth, rising cash flow and stronger earnings outlook bolster its investment case, but a steep valuation premium raises the stakes for execution.

BlackBerry Jumps 13.3% in a Week as QNX and Earnings Momentum Build

BlackBerry shares rallied 13.3% in a week as record QNX revenues and higher fiscal 2027 guidance fueled optimism, but a steep valuation raises execution risks.

BlackBerry Limited provides intelligent security software and services to enterprises and governments worldwide. The company operates through three segments: Secure Communications, QNX, and Licensing. The company offers BlackBerry Dynamics, a development platform and secure container for mobile applications; BlackBerry Workspaces a secure Enterprise File Sync and Share (EFSS) solution; BlackBerry Messenger (BBM) Enterprise, an enterprise-grade secure instant messaging solution for messaging, voice, and video; BlackBerry SecuSUITE, a multi-OS voice and text messaging solution; BlackBerry AtHoc, a secure networked critical event management solution; and BlackBerry unified endpoint management (UEM) solutions. It also provides BlackBerry Certicom, a patented elliptic curve cryptography, which provides device security, anti-counterfeiting, and product authentication solutions; BlackBerry Radar offers monitoring and telematics solutions for transportation and logistics; and BlackBerry IVY, a vehicle data platform that allows automakers to access vehicle's sensor data and apply machine learning at the edge to generate and share predictive insights and inferences. In addition, the company offers enterprise consulting and engineering consulting services. It is also involved in the patent licensing. The company was formerly known as Research In Motion Limited and changed its name to BlackBerry Limited in July 2013. BlackBerry Limited was incorporated in 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

Neutral Sentiment

<ul class="summary-bullets"><li>Cramer praised Nokia’s AI infrastructure business and Nvidia partnership, calling it important to data center growth.&nbsp;</li><li>He also backed BlackBerry, urging investors to stick with its software growth story.&nbsp;</li><li>On Stocktwits, retail sentiment around both stocks was ‘bearish.’</li></ul>Jim Cramer is backing Nokia Oyj (NOK) and BlackBerry (BB), citing their growth potential in AI infrastructure and software. However, retail traders remain bearish on both stocks, highlighting investor concerns that recent rallies may have already priced in future growth.&nbsp;Both&nbsp;<a href="https://stocktwits.com/symbol/NOK">Nokia</a> and&nbsp;<a href="https://stocktwits.com/symbol/BB">BlackBerry</a> stocks traded over 1% lower overnight, ahead of Tuesday.&nbsp;<h2 class="st-heading-2">Cramer’s Case For Nokia And BlackBerry&nbsp;</h2>“Mad Money” host Jim Cramer pointed to Nokia’s push into artificial intelligence infrastructure. “They are doing AI fiber at the edge, which is really good,” he said. He also highlighted Nokia’s relationship with Nvidia Corp. (NVDA). “Don’t forget they took some money from Nvidia. I think they are actually a core component in the growth of the data center. It is very real.”Nokia has spent years trying to shed its image as a legacy telecom equipment maker. Cramer’s remarks cast it as a supplier to the AI data center buildout, the theme that has driven some of the market’s biggest moves.Cramer was just as upbeat on BlackBerry, a company that has reinvented itself from smartphone pioneer to software provider. “I like BlackBerry very much. I thought they had a very good story to tell. I would not abandon that one,” he said. He added that he knows many investors are “banning” the stock but that BlackBerry “had a lot of good things to say.”<h2 class="st-heading-2">Nokia, BlackBerry Face Pressure&nbsp;</h2>Nokia’s stock fell last week as market worries grew and telecom companies continued to spend less on equipment. The stock dropped nearly 5% on Thursday, Oct. 8, as investors sold European technology and telecom shares.&nbsp;BlackBerry's stock declined over the same period as macro headwinds in tech and fundamentals-driven profit-taking took hold. Despite early-week momentum following an upbeat Q2 earnings report, the stock gave back its gains during Thursday's sector-wide tech selloff. Investors focused heavily on mixed underlying fundamentals: while its QNX automotive embedded software division continues to post record revenues, BlackBerry's lowered full-year guidance for its Secure Communications division, recent insider share sales, and an elevated valuation (40.5x forward P/E) left little room to absorb broad-market technology pullbacks.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261013_011632803_438c241c59.png" alt="koyfin_20261013_011632803.png" width="2400" height="1240"></figure><h2 class="st-heading-2">NOK, BB Stocks: What Retail Traders Are Saying&nbsp;</h2>Retail traders weren’t swayed. On Stocktwits, retail sentiment around NOK remained ‘bearish’, while sentiment around BB stock slipped to ‘bearish’ from ‘neutral’ territory the previous day.&nbsp;A user&nbsp;<a href="https://stocktwits.com/unlimitedcourt/message/666330797">said</a>, “<a href="https://stocktwits.com/symbol/NOK">$NOK</a> this is a trash stock and only up like 3 bucks from when I bought a few shares a while back. Cramer is an i****.”Another user&nbsp;<a href="https://stocktwits.com/upupup16/message/666310604">said</a>, “Q3 will not make it better ...just look at after Q2 earnings (which were great).”A third user added to the gloom,&nbsp;<a href="https://stocktwits.com/Peppe40/message/666337311">saying</a>, QNX is all hype. Too bad they have no mechanism for generating actual income.”&nbsp;NOK and BB stocks have gained 88% and 85%, respectively, over the past twelve months.&nbsp;Also see:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-pltr-dt-ddog-stocks-surge-to-52-week-highs-today/cZxB5aARB8z">Why Did PLTR, DT, DDOG Stocks Surge To 52-Week Highs Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Nokia logo is displayed on a smartphone on the top of a laptop.

Jim Cramer is backing Nokia Oyj (NOK) and BlackBerry (BB), citing their growth potential in AI infrastructure and software. However, retail traders remain bearish on both stocks, highlighting investor concerns that recent rallies may have already priced i

NOK, BB Stocks In Focus: Jim Cramer Expresses Confidence In Nokia, BlackBerry, But Retail Disagrees

Nokia Corp

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

Investors are hyper-focused on the record-breaking $1.2B QNX royalty backlog as a primary indicator of future explosive growth.

Bullish traders are bracing for upcoming automotive design win announcements tied to the Alloy Kore platform.

The CEO's scheduled appearance on Mad Money has sparked intense speculation about potential ignition for the share price.

Long-term bulls are betting that massive backlog growth will eventually force an aggressive short covering rally.

Feed

News

Sentiment

Earnings

Fundamentals

Info

BB News