SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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.

DJT is drawing attention after falling to reported record lows, with traders pointing to concerns about Trump Medias losses, dilution, weak Truth Social engagement and Trumps declining approval ahead of the midterms. The discussion is overwhelmingly bearish, though some traders frame the drop as a buying opportunity.

QXO, Inc. is a publicly traded distributor of roofing, waterproofing and complementary building products in the United States. It plans to become tech-enabled in the building products distribution industry and generate outsized value for shareholders. The company was founded on October 3, 2002, and is headquartered in Greenwich, CT.

QXO Inc.

QXO is drawing attention for its prolonged selloff and repeated lows, amid analyst target cuts and concerns about weak roofing and housing demand, elevated rates, and the debt and dilution tied to its acquisition-led expansion. Traders are split between expecting further declines and viewing the depressed valuation as an opportunity if the roll-up strategy delivers integration and margin progress.

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

Concerns about CoreWeaves debt burden, bond-market stress and ability to finance its AI data-center expansion dominate the discussion, while Goldman Sachs Buy upgrade has fueled hopes for a rebound. Traders remain divided: bulls call the selloff overdone and anticipate a squeeze, while bears say financing risks and weak price action outweigh the upgrade.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

MARAs prolonged selloff and sharp underperformance despite Bitcoin holding near elevated levels dominate discussion, with traders blaming weak sentiment and the lack of signed AI/data-center tenant deals. Bearish frustration over management and the unproven pivot competes with dip-buying and speculation that a lease announcement or Bitcoin rebound could lift shares.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXTI is drawing attention for its sharp, volatile moves and its role as an indium phosphide substrate supplier for AI data-center optics. Bulls point to AI-driven demand and recent business momentum, while bears argue the shares are overvalued and flag China-related supply risks; the debate is amplified by heavy trading around earnings and technical levels.

Disc Medicine, Inc. is a clinical-stage biopharmaceutical company, which engages in the discovery, development, and commercialization of treatments for hematologic diseases. It assembles a portfolio of clinical and preclinical product candidates that aim to modify fundamental biological pathways associated with the formation and function of red blood cells, specifically heme biosynthesis and iron homeostasis. The company was founded in October 2017 and is headquartered in Watertown, MA.

Disc Medicine Inc

Disc Medicine shares are surging after bitopertin met all primary and secondary endpoints in the Phase 3 APOLLO trial for erythropoietic protoporphyria, addressing the FDAs earlier concerns about clinical benefit after a prior rejection. Traders are debating whether the move has room to extend, including speculation about short covering, versus profit-taking and resistance; FDA approval is still pending, and some raise concerns about dizziness reported in the trial.

Sunrun, Inc. engages in the design, development, installation, sale, ownership, and maintenance of residential solar energy systems. It sells solar service offerings and installs solar energy systems for homeowners. Customers can access its products through three channels: direct-to-consumer, solar partnerships, and strategic partnerships. The company was founded by Edward Harris Fenster, Robert Nat Kreamer, and Lynn Michelle Jurich in January 2007 and is headquartered in San Francisco, CA.

Sunrun Inc

Sunruns push to monetize its residential solar-and-battery network for distributed power and AI computing is a major topic, with traders debating the potential of its pilot and partnerships against the stocks persistent weakness. Bulls also point to heavily short positioning, while bears cite financing and interest-rate sensitivity and broader solar-sector pressure.

Annaly Capital Management, Inc. engages in the investment and financing of residential and commercial assets. It operates through the following segments: Agency, Residential Credit, Mortgage Servicing Rights (MSR), and Corporate and Other. The Agency segment invests in agency mortgage-backed securities. The Residential Credit segment is involved in non-agency residential mortgage assets within securitized products and whole loan markets. The MSR segment provides the right to service residential mortgage loans in exchange for a portion of the interest payments made on the loans. The company was founded by Michael A. J. Farrell and Wellington Jamie Denahan-Norris on November 25, 1996 and is headquartered in New York, NY.

Annaly Capital Management Inc

NLY is drawing attention after sliding to reported 52-week lows alongside other mortgage REITs, with traders tying the weakness to interest-rate and mortgage-bond repricing concerns. Some view the selloff as a chance to buy for the high dividend, while others worry that persistent rate pressure could weigh further on the shares and payout.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Bitcoins volatile swings and the rebound in crypto-linked stocks are driving attention to Coinbase, with traders frequently debating whether COIN is lagging the crypto market. Sentiment is split between optimism ahead of Q3 earnings and skepticism over the stocks sharp reversals and weak relative performance.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Morgan Stanley naming Amazon a top pick, citing AWS growth and AI opportunities, is the main catalyst behind the sharp rally. Traders are broadly upbeat, while some question whether the upgrade-driven move will hold and remain cautious about capex and the upcoming earnings report.

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

Defense ETFs in Spotlight Ahead of Q3 Earnings Season

Defense ETFs draw attention ahead of Q3 earnings as rising Treasury yields pressure valuations, while strong demand may support growth. 

Red Cat Unveils New Long-Endurance Military Drone, Forms New Division – Retail Believes RCAT Stock Is A Long-Term Play

Equity

The company launched Red Cat Aerial, a new drone division that brings together its existing Teal Drones and FlightWave Aerospace businesses under a single brand


Stocktwits Defense Watch: U.S. Missile Spending Drives $21B In Boeing, RTX Deals, Ondas Adds $270M In Orders 

Major defense contractors secured new missile-production agreements this week, while Ondas reported growing demand for its precision-strike technology.


Bet on These Defense ETFs Amid Escalating Yemen War 

Houthi attacks on Saudi Arabia could boost defense spending, putting defense ETFs in focus as contractors brace for rising demand.

BA Stock Ticks Higher Overnight: Analyst Sees MAX 10 Certification By Year-End, 36% Upside

Jefferies kept a ‘Buy’ rating for Boeing and a $265 price target. 


Boeing Lands $20B Navy Deal for Next-Gen Fighter Jet: ETFs to Watch

Boeing's $20B Navy win adds to a string of defense and commercial orders. Here are the ETFs offering exposure to the aerospace giant.

RTX Stock Rises Overnight: Raytheon Lands $20.7B Missile Deal As Pentagon Pushes To Ramp Up Production 

Raytheon’s AMRAAM is a fifth-generation missile used by 44 countries and deployed for air-to-air and defense missions. 


Positioning Portfolios for the Midterm Elections

We discuss how investors can navigate election uncertainty and position their portfolios.

Should You Invest in the iShares U.S. Aerospace & Defense ETF (ITA)?

Defense ETFs Stand to Gain as Trump Administration Signs JATM Deal

A new JATM framework agreement with Lockheed Martin could boost missile production and create broader opportunities across defense ETFs.

iShares Trust - iShares U.S. Aerospace & Defense ETF

Bullish Sentiment

<ul class="summary-bullets"><li>The division’s portfolio includes the Black Widow, FANG, Edge 130, Hellcat and Trichon drones.</li><li>Trichon has a maximum cruising speed of 25 meters per second.</li><li>Red Cat is demonstrating the Variant 7 unmanned vessel on the Potomac River as part of AUSA 2026.</li></ul>Red Cat Holdings (RCAT) drew investors’ attention on Monday after the defense technology company unveiled a new long-endurance surveillance drone and brought its aerial businesses under one division, amid increasing demand for unmanned defense systems.<a class="mention" data-mention="$RCAT" data-symbol-id="RCAT" href="https://stocktwits.com/symbol/RCAT" target="_blank">RCAT shares</a> fell over 1% to their lowest levels since May 2025.&nbsp;<h2 class="st-heading-2">Red Cat Consolidates Drones Business</h2>The company launched Red Cat Aerial, a new drone division that brings together its existing Teal Drones and FlightWave Aerospace businesses under a single brand. Its portfolio includes the Black Widow, FANG, Edge 130, Hellcat, and the newly unveiled Trichon drones, which are designed for military surveillance, reconnaissance, and other defense missions.Red Cat’s Trichon, a hand-launched drone capable of vertical takeoff and landing (VTOL), is designed for long-duration intelligence, surveillance and reconnaissance missions. The drone has a maximum cruising speed of 25 meters per second.The company is showcasing the drone at the Association of the United States Army’s (AUSA) annual exhibition in Washington, D.C., from October 12 to October 14. Its maritime division, Blue Ops, is also demonstrating the Variant 7 unmanned vessel on the Potomac River.<h2 class="st-heading-2">Black Widow Drones In Focus As Orderbook Grows</h2>Red Cat has been securing new military contracts as demand for smaller battlefield drones increases, particularly its Black Widow drones.In July, Red Cat <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://ir.redcatholdings.com/news-events/press-releases/detail/235/red-cat-receives-2-49-million-u-s-air-force-order-for-black-widow-systems">secured</a> a $2.49 million U.S. Air Force contract to supply Black Widow drones, along with training, batteries, spare parts and other support. This followed an unnamed NATO ally selecting Black Widow drones through a bidding process.&nbsp; Red Cat also <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://ir.redcatholdings.com/_assets/_c8b229ff3a859e65e061449d0c666969/redcatholdings/news/2026-04-30_Red_Cat_to_Deliver_173_Black_Widow_Drone_Systems_221.pdf">signed</a> a Japanese Ministry of Defense contract to deliver 173 Black Widow systems.Meanwhile, Red Cat's Teal Drones subsidiary <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://ir.redcatholdings.com/news-events/press-releases/detail/230/red-cats-teal-drones-advances-to-gauntlet-ii-of-drone-dominance-program">advanced</a> to the next stage of the U.S. military's Drone Dominance Program, which aims to accelerate the deployment of affordable drones for battlefield operations.Teal was among 19 companies selected for the second testing round after an earlier evaluation involving 49 companies.<h2 class="st-heading-2">Retail’s Take On RCAT</h2>Retail sentiment on Stocktwits surrounding RCAT remained in the ‘bearish’ zone over the past 24 hours.<img src="https://news.stocktwits-cdn.com/RCAT_1_9c5b128215.png" alt="RCAT (1).png">One user believes the stock is a good long-term play.<stembedurl>https://stocktwits.com/SilverBearMarket/message/666261663</stembedurl>Another user said the narrative hinges on converting the $492 million revenue target by 2029 into actual contracts.<stembedurl>https://stocktwits.com/OceansApart/message/666263321</stembedurl>The stock is down nearly 38% year-to-date.Also read:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/asts-stock-deutsche-bank-opportune-time-to-buy/cZxI9WKRB8c">ASTS Stock Down More Than 60% From Record High – Deutsche Bank Says It's An ‘Opportune Time’ To Buy In</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Red Cat Holdings logo is seen displayed on a smartphone screen. 

The company launched Red Cat Aerial, a new drone division that brings together its existing Teal Drones and FlightWave Aerospace businesses under a single brand

iShares Dow Jones US Aerospace & Defense

Invesco Aerospace & Defense ETF

Red Cat Holdings Inc

$SPCX

$NFLX

$TSLA

$META

Which earnings release are you most looking forward to this week: $SPCX, $NFLX, $TSLA, or $META? Drop a comment for others.

Current Price	$208.13
Prev Close	$209.07
Open	$208.46
Dividend Yield	N/A
50-Day Moving Average	$223.19
Beta	N/A
Avg. Volume	835,867.01
PE Ratio	N/A

52-Week High	$256.60
52-Week Low	$195.71
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

Feed

News

Sentiment

Fundamentals

Info

ITA Fundamentals