SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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

Netflixs quarterly earnings report is the main focus, with traders watching guidance, subscriber engagement and advertising growth amid a steep share-price decline. Bears point to content concerns, competition and past post-earnings drops, while bulls argue low expectations and a stronger outlook could support a rebound.

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

CEO Angelos Stergious next chapter remarks have fueled buyout speculation, while traders are focused on the Phase 3 REGAL AML trials pending 80th-event trigger and eventual results; no acquisition or data leak is confirmed. The rebound has drawn bullish calls, but others view it as volatile, news-free trading and stress that the trial outcome remains uncertain.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IRENs steep selloff is being discussed amid broader neocloud concerns about financing, AI infrastructure spending returns, and whether providers can remain independent; traders also point to dilution and possible project delays. The community is split between bearish views that the weakness may persist and bullish arguments that IRENs cash-funded data centers and customer prepayments distinguish it from more debt-heavy peers.

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 Q3 earnings and guidance are dominating discussion, especially whether AI and data-center growth can support heavy capital spending and a return to profitability. Traders are divided between expecting a strong report and worrying that rising spending, financing needs, and an approaching share unlock could weigh on the stock.

General Motors Co. engages in the designing, manufacturing, and selling of trucks, crossovers, cars, and automobile parts, and in providing software-enabled services and subscriptions. It operates through the following segments: GMNA, GMI, Cruise, and GM Financial. The company was founded by William C. Durant on September 16, 1908 and is headquartered in Detroit, MI.

General Motors Company

GM is selling off despite a quarterly earnings beat as investors focus on a narrowed full-year profit outlook with its midpoint unchanged; the new buyback and stronger cash-flow outlook have not offset that concern. Traders are split between buying the dip on capital returns and value, and expecting more downside over cautious guidance and demand pressures.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980 and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

SRPT is rising alongside a broader biotech rebound, while traders also cite the Silence Therapeutics acquisition as a positive read-through for demand for siRNA therapiesa platform in Sareptas pipeline. The community is split on whether the move reflects sector strength or stock-specific buying, with upcoming DM1 and FSHD data adding to optimism but no new Sarepta catalyst confirmed.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Traders are focused on the full Phase 3 data for Moderna and Mercks personalized melanoma vaccine at ESMO, following a positive topline result and a sharp rally. Bulls see validation of Modernas cancer-vaccine platform, while skeptics argue expectations and valuation are stretched and warn of a possible sell-the-news reaction.

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 weak price action and difficulty sustaining rebounds dominate discussion, with traders linking pressure to the broader tech and AI selloff and weighing cloud growth against heavy AI spending and cash-flow concerns ahead of earnings. Bulls see the pullback as a buying opportunity, while bears point to technical weakness and capex risks.

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

Seas steep selloff is being tied to uncertainty over a potential Monee public listing and the planned Sea Cloud venture, with traders concerned about added spending, execution risk and Shopees competition. Some see a Monee listing as value-unlocking and view the decline as a buying opportunity, while others fear it leaves Seas remaining business less attractive.

Alphabet Inc - Ordinary Shares - Class C

Alphabets upcoming earnings are the main focus, with traders debating whether Google Cloud and Gemini growth can justify heavy AI investment. Speculation that capital spending could rise sharply is fueling concerns about returns and pressure on the shares, while bulls expect strong results and see the pullback as a buying opportunity.

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Bond Investors Are Doubting The Long-Term Prospects Of AI Hyperscalers: Fixed Income Expert Chris White 

Equity

In an interview with CNBC, Chris White, CEO of BondCliQ and ViableMkts, said that as bond supply and default risks grow, investors are starting to demand higher yields.

Why I Sold My Individual Bonds and Moved Everything Into 1 Bond ETF

Key PointsThe Vanguard Total Bond Market ETF is a practical option for fixed-income investors...

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Key PointsVanguard Intermediate-Term Corporate Bond ETF offers a higher dividend yield than Vanguard Total Bond Market ETF...

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Key PointsVanguard Total Bond Market ETF provides broader exposure to corporate and government debt compared to the Treasury-focused Vanguard Intermediate-Term Treasury ETF...

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Key PointsThe Vanguard Total Bond Market ETF (BND) is paying a yield of almost 5...

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Key PointsVanguard Total Bond Market ETF offers a significantly lower expense ratio and much greater diversification than Fidelity Investment Grade Bond ETF...

If You Invest $10,000 in This Bond ETF Today, Here's What History Says It Could Deliver in 20 Years

Key PointsThe Vanguard Total Bond Market ETF has historically returned around 3% annually since its inception in 2007...

BND, VCHY: Big ETF Inflows

Comparing units outstanding versus one week ago at the coverage universe of ETFs at ETF Channel, the biggest inflow was seen in the Vanguard Total Bond Market ETF, which added 50,700,000 units, or a 2.3% increase week over week.

And on a percentage change basis, the ETF with...

4 Bond ETFs Worth Buying Following the $300B Surge in H1'26 

Bond ETFs attract nearly $300B in H1 2026 as investors chase yield and stability. Discover four low-cost funds positioned for continued fixed-income momentum.

Vanguard Bond Index Funds - Vanguard Total Bond Market ETF

Bearish Sentiment

<ul class="summary-bullets"><li>The fixed-income expert said bond markets react over weeks and months, unlike the day-to-day reactions of stock markets.&nbsp;</li><li>As fresh bond issues from hyperscalers enter the market, he raised concerns about higher yields needed to tap the market again.</li><li>The fixed-income expert also noted that as bond oversupply begins, it would also affect the U.S. government’s ability to raise capital.</li></ul>Amid a volatile environment for long-dated U.S. Treasuries, Chris White, CEO of BondCliQ and ViableMkts, believes bond investors are starting to doubt the long-term prospects of many large artificial intelligence hyperscalers.In an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=dp1bUOlTiCU">interview</a> with CNBC, White said the major difference between the stock market and the bond market is that the latter reacts over weeks and months, as compared to the day-to-day reactions of stock markets.&nbsp;<h2 class="st-heading-2">Why White Thinks Bond Markets Indicate AI Doubts</h2>“I think the numbers are pretty clear when you look at CoreWeave, when you look at Oracle, and when you look at the other AI hyperscalers that bond investors have been starting to doubt some of the stories regarding the long-term prospects of a lot of these AI hyperscalers,” White said.&nbsp;He said that as default risks grow, investors are starting to demand higher yields on bonds to compensate for greater risk. He pointed out that some of the “pretty big unknown risks” include geopolitical uncertainty.&nbsp;Speaking specifically about&nbsp;<a href="https://stocktwits.com/symbol/ORCL">Oracle Corp. (ORCL)</a> and&nbsp;<a href="https://stocktwits.com/symbol/CRWV">CoreWeave (CRWV)</a>, White said that while their outstanding debt was about 5% of the total $258 billion outstanding, their short maturity range is far more concerning.&nbsp;Oracle raised $25 billion through an eight-part investment-grade senior unsecured bond offering in February this year. Meanwhile, CoreWeave raised $3.7 billion through convertible notes in September, following high-yield debt issuances earlier in the year.&nbsp;“They're going to have to refinance this debt in the next five to seven years. And that then makes them a lot more sensitive to, I would say, the shorter-term interest rate conditions,” White said.&nbsp;As fresh bond issues from hyperscalers&nbsp;enter&nbsp;the market, he&nbsp;said the worry&nbsp;is&nbsp;that if the hyperscalers need to tap the market again, investors are “going to demand a yield premium to take on the additional risk that these bonds sell off very quickly after they're being issued.”&nbsp;<h2 class="st-heading-2">Investors Are Demanding Yield Premium Across The Spectrum&nbsp;</h2>White added that if Microsoft, the only triple-A-rated AI hyperscaler, taps the bond market at wide spreads, it would become the benchmark for all other AI hyperscalers.“So if Microsoft wanted to back up their yields a little bit and say, hey, we're going to give everyone a sweetheart deal, people are going to expect all the other AI hyperscalers to follow suit,” he said.&nbsp;The fixed-income expert also noted that as bond oversupply begins in the market, it would also&nbsp;affect the U.S. government’s ability to raise capital.Long-dated U.S. Treasuries are already trading near multi-decade high yields. At the time of writing, yields on 10-year U.S. Treasuries and 30-year Treasuries were trading above 5%.&nbsp;“We're obviously hearing comments coming out of the White House that they're concerned about long-term yields. There have been direct bond-buying programs. I think this has a lot to do with the oversupply we're seeing from AI hyperscalers,” he said.&nbsp;<h2 class="st-heading-2">US Bond Market Performance</h2>The&nbsp;<a href="https://stocktwits.com/symbol/TLT">iShares 20+ Year Treasury Bond ETF (TLT)</a> was trading about 1% higher at the time of writing amid ‘neutral’ sentiment. Meanwhile, the&nbsp;<a href="https://stocktwits.com/symbol/TLH">iShares 10-20 Year Treasury Bond ETF (TLH)</a> was down about 0.05% overnight amid ‘neutral’ sentiment.&nbsp;One user&nbsp;<a href="https://stocktwits.com/AI_Bull_/message/666555880">said</a>, “There's a rush to safety in bonds. Look at the yields sell off as equity is selling off. As yields fall it should have made the markets rally. It isn't. That is telling you money is rotating out of equity and into bonds. Equity is now seen as too risky and bonds is seen as a good place to put your money.”Another user&nbsp;<a href="https://stocktwits.com/Bonds_Salesman/message/666554478">said</a>, “How deep in a recession are we if the AI trade stops? Asking for the non-bond holders out there. Get some bonds!”Meanwhile, the&nbsp;<a href="https://stocktwits.com/symbol/AGG">iShares Core U.S. Aggregate Bond ETF (AGG)</a>, which tracks the performance of the broad U.S. investment-grade bond market, was up 0.47% overnight amid ‘bearish’ sentiment.&nbsp;The&nbsp;<a href="https://stocktwits.com/symbol/BND">Vanguard Total Bond Market ETF (BND)</a>, which gives investors exposure to the investment-grade U.S. dollar-denominated bonds, was down 0.13% amid ‘neutral’ sentiment.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Rising bond yields have pressured tech stocks in particular on Wednesday.

Bond Investors Are Doubting The Long-Term Prospects Of AI Hyperscalers: Fixed Income Expert Chris White

iShares Core U.S. Aggregate Bond ETF

Vanguard Total Bond Market ETF

CoreWeave Inc

Oracle Corp.

iShares 10-20 Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

Double beat (rev + EPS)

Revenue beat, EPS miss

EPS beat, revenue miss

Double miss

SpaceX ($SPCX) reports earnings after the close today. What do you expect?

Stocktwits

) reports earnings after the close today. What do you expect?

Current Price	$70.74
Prev Close	$70.60
Open	$70.70
Dividend Yield	N/A
50-Day Moving Average	$71.33
Beta	N/A
Avg. Volume	10.19M
PE Ratio	N/A

52-Week High	$75.23
52-Week Low	$69.65
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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