SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as crude climbs amid reported tanker and energy-infrastructure attacks and fears of supply disruption around the Strait of Hormuz, with Ukraines strikes on Russian oil facilities adding to supply concerns. Traders are divided between those betting on further gains from persistent risks and those expecting a pullback if tensions ease, while some warn the rally looks crowded or overextended.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

Discussion centers on GameStops warrants nearing their stated expiration: with shares below the exercise price, traders debate whether they will expire worthless or whether Ryan Cohen will extend or otherwise change the terms. Some view non-exercise as avoiding dilution, while warrant holders and skeptical shareholders worry about losses and criticize the lack of a company catalyst; attention also remains on whether shares can hold technical support.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

Hot inflation readings and rising-yield concerns have pressured rate-sensitive small caps, with traders highlighting IWMs breakdown and heavy demand for puts. The community is split between expecting further downside and looking for an oversold bounce near support.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJTs slide to record lows is fueling discussion of its exposure to Trump-related sentiment, with traders pointing to falling approval, midterm risks and weak Truth Social engagement as pressure points. The conversation is heavily bearish, though a few traders view the selloff as a speculative buying opportunity.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is drawing attention amid a semiconductor and AI-stock selloff, with traders citing concerns about AI infrastructure financing and Hock Tans warnings about capital constraints, as well as backlash to his casino remarks. The 10-year NTT DOCOMO VMware agreement is seen as positive by some, but debate remains split between bearish concerns about AVGOs weak performance and dip-buying optimism.

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia, and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Lam Research Corp.

Lam Research is drawing attention ahead of its earnings report, with traders focused on whether AI- and memory-driven equipment demand will support strong results and guidance. The discussion also centers on a rebound after a steep semiconductor-sector pullback, with dip buyers watching support while others remain cautious about volatility and the earnings reaction.

Chevron Corp. engages in the provision of oil and gas energy solutions. It provides crude oil and natural gas, manufactures transportation fuels, lubricants, petrochemicals, and additives, and develops technologies that enhance business and the industry. It operates through the Upstream and Downstream segments. The Upstream segment consists of the exploration, development, and production of crude oil and natural gas, the liquefaction, transportation, and regasification associated with liquefied natural gas, the transporting of crude oil by major international oil export pipelines, the processing, transporting, storage, and marketing of natural gas, and a gas-to-liquids plant. The Downstream segment consists of the refining of crude oil into petroleum products, the marketing of crude oil and refined products, the transporting of crude oil and refined products by pipeline, marine vessel, motor equipment, and rail car, and the manufacturing and marketing of commodity petrochemicals and plastics for industrial uses and fuel & lubricant additives. The company was founded on September 10, 1879 and is headquartered in Houston, TX.

Chevron Corp.

Chevrons move to a new 52-week high is drawing attention as traders tie strength in energy shares to elevated crude prices and geopolitical supply concerns, particularly around the Middle East. Many see breakout momentum, while others question the stocks pullbacks and its uneven response to oil gains.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius is drawing attention amid a sharp AI-neocloud selloff tied to concerns about financing the data-center buildout and whether future returns will justify the spending; traders are debating whether its rebound is a durable recovery or a short-lived bounce. Some argue Nebius is better positioned than more debt-heavy peers, while others remain cautious about funding, cash flow and continued selling pressure.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

NuScale shares are under pressure after UBS downgraded the stock to Sell, citing long construction timelines and a lack of firm customer commitments. Traders debate whether the selloff is an overreaction to the rating, with bulls pointing to nuclears potential role in meeting AI power demand and bears questioning whether NuScale can turn its technology and project discussions into commercial deployments.

Hewlett Packard Enterprise Co. is a global edge-to-cloud company, which engages in the provision of information technology, technology and enterprise products, solutions, and services. It operates through the following segments: Server, Hybrid Cloud, Intelligent Edge, Financial Services, and Corporate Investments and Other. The Server segment consists of general-purpose servers for multi-workload computing and workload-optimized servers to deliver the performance and value for demanding applications, and integrated systems comprised of software and hardware designed to address high-performance computing and supercomputing, artificial intelligence, data analytics, and transaction processing workloads for government and commercial customers globally. The Hybrid Cloud segment is involved in a variety of cloud-native and hybrid solutions across storage, private cloud, and the infrastructure software-as-a-service space. The Intelligent Edge segment offers wired and wireless local area networks, campus, branch, and data center switching, software-defined wide-area-networks, private and public cellular network software, network security, and associated services that enable secure connectivity for businesses of any size. The Financial Services segment provides investment solutions, such as leasing, financing, IT consumption, utility programs, and asset management services for customers that facilitate technology deployment models and the acquisition of complete IT solutions, including hardware, software, and services from Hewlett Packard Enterprise and others. The Corporate Investments and Other segment includes the Advisory and Professional Services business, which primarily offers consultative-led services, HPE and partner technology expertise and advice, implementation services, as well as complex solution engagement capabilities, the Communications and Media Solutions business, which primarily offers software and related services to the telecommunications industry, and Hewlett Packard Labs, which is responsible for research and development. The company was founded by William R. Hewlett and David Packard on July 2, 1939 and is headquartered in Spring, TX.

Hewlett Packard Enterprise Co

HPE is drawing attention after a sharp selloff alongside enterprise-hardware peers, following Barclays downgrade and concerns that AI-related revenue gains may reflect higher hardware prices more than accelerating demand. Traders are split between viewing the decline as an overreaction and buying opportunityciting AI-server and networking prospectsand worrying that valuations and growth expectations have run ahead of fundamentals.

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ABNB Stock Ticks Higher Overnight: Analyst Sees 'Overhang’ Lifting On Airbnb’s New Growth Businesses 

Equity

Analysts across Wall Street are making bullish bets on Airbnb, citing AI, Experiences, and new businesses. 

CVNA Stock Heads For Worst Week Since February As Mark Walter Liquidity Concerns Grow — Eric Jackson Flags $7.6B In Commitments 

Investors weigh Mark Walter’s potential $7.6 billion commitments, a federal investigation, and a $2 billion Carvana stake. 


DASH Stock Surges On Higher Order Value Outlook — CEO Says Agentic AI Is the Way Forward 

DoorDash sees second-quarter Marketplace Gross Order Value between $32.4 billion and $33.4 billion.

AppLovin Stock Gets A Needham Upgrade – Why Does The Firm See A 33% Upside Potential For The Stock?

Needham said it observed strong performance in AppLovin’s e-commerce segment, particularly driven by its self-service advertising platform.


Franklin Templeton ETF Trust - Franklin Disruptive Commerce ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Rosenblatt started Airbnb coverage with a Buy rating and $220 price target, seeing 20% upside as new businesses gain traction.</li><li>Deutsche Bank also kept a Buy rating with a $190 target, calling Airbnb an emerging AI winner.</li><li>DA Davidson cited 30% growth in Experiences listings and growing confidence in Airbnb’s newer businesses.&nbsp;</li></ul><p>Airbnb Inc. (ABNB) stock gained overnight after multiple Wall Street analysts made bullish calls on the company, highlighting growing momentum in Experiences, artificial intelligence and newer businesses.</p><h2 class="st-heading-2">Rosenblatt Sees 20% Upside, While Deutsche Bank Calls Airbnb An AI Winner&nbsp;</h2><p>Rosenblatt analyst Scott Devitt began covering Airbnb with a ‘Buy’ recommendation and set a $220 price target, implying a 20% upside from the stock’s last closing price.&nbsp;</p><p>Devitt said investors have increasingly focused on the company’s efforts to build and expand businesses beyond its core lodging marketplace, lifting the ‘overhang’ as those initiatives start showing tangible progress. He believes Airbnb could exceed expectations and support another valuation increase.</p><p>Deutsche Bank analyst Benjamin Black also sees an important role for technology in Airbnb’s growth story. Black described the company as “emerging as a clear AI winner.” Deutsche Bank believes AI is helping Airbnb bring products to market faster while making its development process more efficient.</p><p>Deutsche Bank believes investors are not fully reflecting Airbnb’s growth potential at its current valuation and maintained a Buy rating with a $190 price target.&nbsp;<a href="https://stocktwits.com/symbol/ABNB">Airbnb stock</a> inched 0.3% higher overnight, ahead of Tuesday.&nbsp;</p><h2 class="st-heading-2">Airbnb’s&nbsp;Experiences Gain Ground</h2><p>DA Davidson raised its Airbnb price target to $220 from $175 while retaining a ‘Buy’ rating. The firm pointed to strong expansion in Airbnb’s Experiences inventory, which it said has grown 30% since May across the cities it monitors.</p><p>The firm added that its higher valuation reflects greater confidence in Airbnb’s long-term opportunity across Experiences, Services, Grocery and Car Rentals, as well as Hotels.&nbsp;</p><p>Airbnb stock climbed 25% in August and is among the top consumer stock gainers&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/5-consumer-stocks-bucked-august-gloom-with-double-digit-gains-anf-figs-el-abnb-dash/cZYyNy0RJry">following</a> its fiscal second-quarter (Q2)&nbsp; results. The company reported earnings of $1.37 per share, beating expectations of $1.25, as travel demand remained strong. The FIFA World Cup helped drive bookings and brought more than 150,000 new homes onto the platform.&nbsp;</p><p>According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-08-31/airbnb-rolls-out-pilot-program-in-us-to-lower-fees-paid-by-hosts-to-6-or-10?srnd=phx-industries-consumer">report</a>, Airbnb is testing lower host fees in the U.S., cutting its share to 6% or 10% from an average of 16% for select hosts using third-party management software, aiming to keep reservations on Airbnb rather than lose them to hosts’ own websites.&nbsp;</p><h2 class="st-heading-2">ABNB Stock: Retail View</h2><p>On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory.&nbsp;</p><p>ABNB stock has gained 35% year-to-date.&nbsp;</p><p>Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-nio-open-aptv-stocks-drop-to-52-week-lows-today/cZsodv0RJtJ">Why Did NIO, OPEN, APTV Stocks Drop To 52-Week Lows Today?</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com</i></p>

 In this photo illustration, an Airbnb logo is displayed on a smartphone and in the background.

Analysts across Wall Street are making bullish bets on Airbnb, citing AI, Experiences, and new businesses.

ABNB Stock Ticks Higher Overnight: Analyst Sees 'Overhang’ Lifting On Airbnb’s New Growth Businesses

Airbnb Inc

Invesco Dynamic Leisure and Entertainment ETF

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$META

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BUYZ Franklin Templeton ETF Trust - Franklin Disruptive Commerce ETF

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