SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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 neocloud and AI-infrastructure selloff, as concerns about financing costs, debt sustainability and returns on the sectors buildout spill over from CoreWeave credit worries. Traders are divided on the rebound, with some seeing an oversold buying opportunity and others calling it a bull trap that could give way to further declines.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. It operates through the Steelmaking and Other Businesses segments. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

Cleveland-Cliffs stronger-than-guided Q3 results and upbeat 2027 EBITDA outlook have driven a sharp share-price rebound. Bulls are discussing potential short covering, while skeptics question whether operating improvements and steel prices can support the outlook given the companys debt.

Alpha Tau Medical Ltd. is a clinical-stage oncology therapeutics company, which focuses on the research, development, and commercialization of diffusing alpha-emitters radiation therapy for the treatment of cancer. The firm is involved in the clinical trials at cancer centers with indications that include skin cancer, oral cavity cancer, breast cancer, and pancreatic cancer. The company was founded by Uzi Sofer, Yona Keisari, and Itzhak Kelson in November 2015 and is headquartered in Jerusalem, Israel.

Alpha Tau Medical Ltd

ALPHA TAU MEDICAL LTD

The FDA-approved expansion of Alpha Taus REGAIN trial for recurrent glioblastoma, alongside planned SNO data presentation, is driving attention; traders are upbeat about the early results and a larger patient cohort, while further evidence is still pending. The community also points to upcoming pancreatic and other clinical milestones as potential catalysts.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

Goldman Sachs upgrade of CoreWeave to Buy is driving a rebound after a steep selloff over financing and debt concerns. Traders are split between expecting a recovery or short squeeze and warning that the companys heavy obligations and insider selling remain significant risks.

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 CEO Angelos Stergious anniversary post about the companys next chapter fueled speculation about upcoming clinical news or a possible buyout, though some traders dismissed it as a routine message. The debate centers on the still-unconfirmed 80th-event trigger for the Phase 3 REGAL trial: bulls view the prolonged wait as potentially encouraging for patient survival, while skeptics note that the blinded trials timeline alone does not establish efficacy.

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

Sea shares are drawing attention for a sharp pullback, with traders repeatedly pointing to insider selling and weak price action; some also cite higher oil prices and broader macro pressure as headwinds. Bulls argue the companys growth and valuation support a recovery, while bears see more downside and question managements approach to shareholder returns.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras shares are drawing attention after a steep selloff, with traders citing upcoming IPO lockup share releases, a reported TD Cowen downgrade, and concerns about valuation, customer concentration and the companys ability to scale. The community is split between expecting more selling and buying the dip, while some attribute the weakness to a broader AI and semiconductor pullback.

X-Energy, Inc. engages in the development of advanced small modular nuclear reactors and fuel technology for clean energy generation. Its solutions include Xe-100 and TRISO-X. The company was founded by Kam Ghaffarian and Eben Mulder in 2009 and is headquartered in Rockville, MD.

X-Energy Inc. - Ordinary Shares- Class A

X-Energy Inc

X-Energys small modular reactor buildout is drawing attention around updates on its Oak Ridge fuel facility and nuclear-grade graphite supply, against a broader AI and data-center power-demand theme. Traders are broadly bullish on the long-term opportunity and Amazons backing, while some remain cautious about execution timelines and the stocks sharp volatility.

Datadog, Inc. engages in the development of a monitoring and analytics platform for developers, information technology operations teams and business users. Its platform integrates and automates infrastructure monitoring, application performance monitoring and log management to provide real-time observability of its customers' entire technology stack. The company was founded by Olivier Pomel and Alexis Lê-Quôc on June 4, 2010 and is headquartered in New York, NY.

Datadog Inc - Ordinary Shares - Class A

Datadog Inc

Bernsteins upgrade of Datadog to Outperform, citing AI-driven demand for its observability offerings, is drawing attention as shares rebound. Traders are weighing that bullish AI-growth case against concerns about the stocks rich valuation and recent software-sector volatility.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co

Disney is drawing attention for its struggle to hold above a key resistance area, with traders positioning ahead of the upcoming earnings report. Bulls see recent support as a possible breakout setup, while bears point to repeated rejections and difficulty sustaining a move higher.

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

Home Depot is drawing attention for a rebound from recent lows, with traders citing defended support, bullish technical signals and call buying. Bulls view it as a potential recovery or rotation into value stocks, while skeptics point to high rates and sluggish housing demand as constraints.

The Zacks Analyst Blog Highlights NVIDIA, Philip Morris International, Home Depot and CPI Aerostructures

NVIDIA, Philip Morris and Home Depot face key growth drivers and risks as Q3 earnings season unfolds, while CPI Aerostructures benefits from rising defense orders.

Q3 Earnings Season Scorecard and Analyst Reports for NVIDIA, Philip Morris & Home Depot

NVIDIA, Philip Morris and Home Depot headline today's top stock reports, in addition to a real-time update on the Q3 earnings season. Today's note discusses how AI demand, smoke-free growth and retail investments are shaping the outlook and risks for these stocks.

Home Depot's Rising Average Ticket Offsets Softer Customer Visits

HD's higher average ticket, resilient Pro demand and big-ticket sales growth support sales momentum despite softer traffic and housing-market pressures.

If You Invested $100 In Home Depot Stock 15 Years Ago, You Would Have This Much Today

Home Depot (NYSE:HD) has outperformed the market over the past 15 years by 1.97% on an annualized basis producing an average annual return of 15.05%. Currently, Home Depot has a market capitalization of $289.95 billion.read more...

Home Depot (HD) Increases Despite Market Slip: Here's What You Need to Know

In the most recent trading session, Home Depot (HD) closed at $294.07, indicating a +1.19% shift from the previous trading day.

Robinhood Markets and Albemarle have been highlighted as Zacks Bull and Bear of the Day

Robinhood's expanding financial services and AI tools contrast with Albemarle's lithium price pressures, while Home Depot, Lowe's and Williams-Sonoma invest in growth.

How Are Strategic Investments Shaping Home Depot's Future?

HD's investments in AI, digital platforms and Pro services are driving sales growth and faster deliveries, but housing market challenges persist.

More than 82K rechargeable hand warmers recalled over fire risk

More than 82,000 rechargeable hand warmers, including products sold at Target, The Home Depot and Amazon, have been recalled over fire and burn hazards, according to federal regulators.The recall affects about 77,000 Kobayashi's HotHands-branded rechargeable hand warmers sold in the U.S., along...

Home Depot's Valuation Looks Expensive: Right Time to Buy or Wait?

HD's premium valuation and weak stock momentum raise concerns despite Pro business expansion and digital growth.

Is Trending Stock The Home Depot, Inc. (HD) a Buy Now?

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

The Home Depot, Inc. engages in the sale of building materials and home improvement products. Its products include building materials, home improvement products, lawn and garden products and décor products. The firm operates through the following geographical segments: U.S., Canada and Mexico. It offers home improvement installation services, and tool and rental equipment. The company was founded by Bernard Marcus, Arthur M. Blank, Kenneth Gerald Langone and Pat Farrah on June 29, 1978 and is headquartered at Atlanta, GA.

Home Depot, Inc.

Home Depot Or Lowe’s? Morningstar Says One Home-Improvement Stock Looks Cheaper 

Equity

Bearish Sentiment

<ul class="summary-bullets"><li>Morningstar’s Dave Sekera said Lowe’s offers a more attractive valuation than Home Depot following Q2 results.&nbsp;</li><li>Home Depot’s Q2 operating margin fell to 14.7%, with Sekera warning that higher mortgage costs and housing pressures could continue weighing on home-improvement spending.&nbsp;&nbsp;&nbsp;</li><li>Meanwhile, the analyst sees 3% long-term comparable-sales growth and a 13.7% margin.&nbsp;</li></ul>Home Depot (HD) and Lowe’s Companies (LOW) are both dealing with a weak housing market, but Morningstar sees a clearer opportunity in one of them. Morningstar Chief U.S. Market Strategist Dave Sekera prefers Lowe’s, saying it looks more attractive at its current price. Home Depot trades above Morningstar’s fair value, while Lowe’s is about 15% below it, leaving more room to rise.&nbsp;<h2 class="st-heading-2">Lowe’s Attractive Over Home Depot As Valuation Gap Widens</h2>Home-improvement giants Home Depot and Lowe’s are facing a difficult housing backdrop, and following the companies’ fiscal second-quarter (Q2) 2026 results, Sekera said Lowe’s offers the more compelling combination of valuation and longer-term expectations, while Home Depot’s stock remains above Morningstar’s estimate of intrinsic value.&nbsp;Home Depot’s Q2 revenue rose 5.7%, helped in part by acquisitions, while sales at existing stores increased 1.7%. Its operating margin fell to 14.7% as higher costs reduced the benefit from tariff refunds. Morningstar kept its $325 fair value estimate unchanged. Sekera said the key concern is what happens after 2026, especially whether higher costs will keep hurting profits or if Home Depot can maintain its profit margins.&nbsp;The weak housing market remains a major concern. Sekera pointed to Morningstar research showing that the average monthly mortgage payment for a typical U.S. home has risen by about $1,000 over the past five years. About half of the increase comes from higher borrowing costs, making homeowners less likely to spend on big renovation projects.&nbsp;<a href="https://stocktwits.com/symbol/HD">Home Depot stock</a> inched 0.3% lower in Wednesday’s premarket, while&nbsp;<a href="https://stocktwits.com/symbol/LOW">Lowe’s stock</a> rose 0.4%.&nbsp;<h2 class="st-heading-2">Lowe’s Delivers Revenue But Lacks Balance</h2>Lowe’s Q2 revenue increased 8%, racing past Home Depot’s growth. However, comparable sales gained just 0.2%. High transportation and fuel costs shricked Lowe’s operating margin by 62 basis points, while the company lowered its profit outlook to the lower end of its previous range.Even so, Morningstar retained its $255 fair value estimate. Sekera expects Lowe’s to eventually produce about 3% annual comparable-sales growth and a 13.7% operating margin, above what the market currently appears to anticipate.Sekera said both stocks have weakened over the past year, but he views the declines differently. Home Depot still trades above Morningstar’s long-term valuation, while Lowe’s trades at roughly a 15% discount to that estimate. According to Koyfin data, HD trades at a price-to-earnings (P/E) multiple of 21.9, while LOW is trading at 17.1X.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260826_043424341_598705cc2a.png" alt="koyfin_20260826_043424341.png" width="2400" height="1240"></figure>While HD stock declined nearly 2%, LOW stock has dropped 11% year to date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/black-berry-is-done-with-smartphones-and-cars-now-it-wants-to-own-the-software-inside-your-ai-robot/cZYNFqTRJYP">BlackBerry Is Done With Smartphones And Cars — Now It Wants To Own The Software Inside Your AI Robot</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Customers shop at a Lowe's home improvement store in Chicago.

Dave Sekera cited Lowe’s 15% discount to fair value and stronger long-term prospects.

Home Depot Or Lowe’s? Morningstar Says One Home-Improvement Stock Looks Cheaper

Dave Sekera cited Lowe’s 15% discount to fair value and stronger long-term prospects. 


Lowe's Companies, Inc.

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

Earnings

NewFutures

Fundamentals

Info

HD Futures

HD Single Stock Futures