SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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

Amazons sharp rise is being tied mainly to Morgan Stanley naming it a top pick, with traders highlighting AWS growth and AI opportunities such as Trainium, Bedrock and agentic commerce. Many are bullish on the rally, while others question whether it will last and point to heavy AI spending and uncertain returns as risks.

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 amid a steep slide toward fresh lows, with bearish traders citing possible continued dilution, upcoming filings, and doubts about Truth Socials engagement and business prospects. Political backlash over Trumps policies and midterm prospects dominates the broader debate, while some traders view the decline as a buying opportunity.

Ocular Therapeutix, Inc. is a biopharmaceutical company, which engages in the development and commercialization of therapies for diseases and conditions of the eye. Its product pipeline includes Dextenza, OTX-TP, and OTX-TIC. The company was founded by Amarpreet S. Sawhney and Farhad Khosravi on September 12, 2006 and is headquartered in Bedford, MA.

Ocular Therapeutix Inc

OCUL is drawing attention amid a sharp selloff as competing wet-AMD trial results shake confidence in retinal TKI therapies and raise questions about AXPAXLIs differentiation and commercial prospects. Traders disagree on whether competitor setbacks and Oculars positive SOL-1 results strengthen its position or whether lingering clinical and regulatory uncertainty outweighs its planned NDA filing.

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 under pressure amid repeated analyst price-target cuts tied to soft residential roofing demand, a prolonged housing recovery, and higher costs, extending a steep slide toward new lows. Traders are divided between frustration over the selloff and managements limited communication, and long-term optimism about the acquisition strategy and eventual integration gains.

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 both co-primary and all secondary endpoints in the Phase 3 APOLLO trial for erythropoietic protoporphyria, addressing the FDAs earlier efficacy concerns; the company plans to resubmit its application. Traders are broadly positive on the results but debate the remaining regulatory path and dizziness reports, while others point to profit-taking and possible short-covering as the stock trades volatile.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Recent insider share purchases by the CEO and directors have fueled hopes of a rebound, with traders watching for a sustained move above a key technical level. Skeptics point to weakness in the core Celsius brand and say speculation about a Pepsi buyout is unconfirmed.

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 after an earnings-driven rally, with traders pointing to a return to profitability and strong year-over-year revenue growth amid demand for InP substrates used in AI data-center optics. Bulls see room for growth, while skeptics argue the valuation is stretched and the stock remains highly volatile.

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 repeated underperformance versus Bitcoin are driving attention, with traders pointing to doubts about its AI/data-center pivot and the lack of signed tenant leases alongside criticism of management and shareholder dilution. Some are buying the sharp dip or anticipating a short squeeze, but bearish traders see continued downside absent a contract or stronger Bitcoin-linked gains.

Xeris Biopharma Holdings, Inc. is a biopharmaceutical company, which engages in developing and commercializing products across a range of therapies. Its products include Gvoke, Keveyis, and Recorlev. Gvoke is a ready-to-use liquid glucagon for the treatment of severe hypoglycemia. Keveyis is the therapy approved in the United States to treat hyperkalemic, hypokalemic, and related variants of primary periodic paralysis (PPP). Recorlev is a cortisol synthesis inhibitor approved for the treatment of endogenous hypercortisolemia in adult patients with Cushing’s syndrome. The company was founded by Steven Prestrelski in 2005 and is headquartered in Chicago, IL.

Xeris Biopharma Holdings Inc

XERSs sharp rally and breakout above its prior high are fueling takeover speculation, especially chatter about Lundbeck and a possible bidding war, though no deal is confirmed and some traders doubt the rumors. Others point to revenue growth and the XP-8121 pipeline as support for the companys prospects independent of a sale.

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 is drawing attention ahead of its quarterly results, with traders focused on margins and profitability despite strong deliveries; bullish bets on the recent rally and an earnings move contrast with bearish expectations of a miss. The Roadster reveal has also fueled speculative SpaceX-merger chatter, though traders disagree about its business significance and whether a deal is likely.

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

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

Should You Invest in the iShares U.S. Home Construction ETF (ITB)?

LEN Stock Heads For Monthly Loss: CEO Warns Higher ‘Interest Rates Test Affordability' After Weak Outlook 

Equity

Lennar CEO said higher borrowing costs, inflation and stronger resale competition limited the homebuilder’s expected improvement during the third quarter.


Berkshire Reshapes Its Stock Portfolio: ETFs in Focus  

Berkshire's latest portfolio moves signal a bigger bet on Alphabet and housing stocks. Here are the ETFs that offer exposure to its top buys.

Landmark Housing Affordability Bill Becomes Law: ETFs in Focus

The new U.S. housing law could boost homebuilding and housing stocks, putting homebuilder ETFs like ITB and XHB in focus.



LEN Vs. TOL: Wall Street Analyst Picks Home Builder Stock With Greater Upside 

Keefe Bruyette says premium pricing and margin protection offer a better long-term path than high-volume growth.


Soaring Mortgage Rates Hit US Homebuilders: One Building ETF Still Wins

Mortgage rates hit 6.75%, hurting US homebuilders, while one construction ETF gains from booming AI and infrastructure demand.

 Will Spring Selling Season Boost Homebuilding ETFs?

Spring selling season brings hope for homebuilding ETFs like ITB, but higher mortgage rates and weak demand keep the outlook mixed in 2026.

iShares Trust - iShares U.S. Home Construction ETF

Bullish Sentiment

<ul class="summary-bullets"><li>Lennar’s Q3 revenue and EPS missed estimates, while new orders fell 9% and deliveries declined 3%.&nbsp;</li><li>Lennar CEO Stuart Miller said mortgage rates rose to about 7% from 6.4%-6.5%, making homes less affordable.</li><li>He also said the Fed is unlikely to provide near-term relief, while existing homes are creating stronger competition for Lennar.&nbsp;&nbsp;</li></ul><p>Lennar Corp. (LEN) CEO Stuart Miller said elevated mortgage rates are squeezing housing affordability, tempering the improvement expected for the homebuilder. With 30-year rates near 7%, inflation pressuring household budgets and resale inventory rising, buyers face tougher conditions despite persistent housing shortages supporting demand.&nbsp;</p><h2 class="st-heading-2">Lennar’s Disappointing Q3 Results&nbsp;</h2><p>Lennar’s Q3 revenue of $8 billion and earnings of $1.19 per share both missed the analysts’ consensus estimates of $8.4 billion and $1.29 per share, respectively, according to Fiscal.ai data.&nbsp;</p><p>New orders fell 9% to 20,879 homes, while deliveries dropped 3% to 20,840 homes. For the fourth quarter, Lennar expects to receive orders for about 19,500 to 20,500 homes and complete 22,000 to 23,000 home deliveries. The company expects gross margin around 15.5% to 16%, with the average home selling for about $370,000 to $380,000.&nbsp;</p><p>The company expects Q4 earnings in the range of $1.30 to $1.65, below the $1.86 estimate.&nbsp;<a href="https://stocktwits.com/symbol/LEN">Lennar stock</a> inched up 0.1% overnight ahead of Friday. The stock has fallen more than 5% so far this month.&nbsp;</p><h2 class="st-heading-2">Lennar Warns Interest Rates Are Hurting Affordability&nbsp;</h2><p>Speaking during the Q3 earnings call, Miller said mortgage rates climbed during the quarter, reversing some of the relief seen earlier in the year. The 30-year fixed mortgage rate rose from roughly 6.4%-6.5% during the company’s previous earnings call to about 7%, while the 10-year Treasury yield remained near 5%.</p><p>“While market conditions are certainly not terrible, as can be seen from our rather strong volume, the market becomes more difficult as interest rates test affordability, particularly within our price ranges.”</p><p>He added that nearly half of Lennar’s prospective buyers in many markets cannot qualify for mortgages, as higher monthly payments squeeze affordability.&nbsp;</p><h2 class="st-heading-2">Lennar Sees Little Near-Term Relief From Fed&nbsp;</h2><p>Miller pointed to energy costs as an important factor behind persistent inflation. Higher prices for gasoline and electricity can reduce households’ willingness to take on a major financial obligation.</p><p>“The Federal Reserve's assistance is clearly off the table for practical purposes and not a near-term source of relief. While this was clearly the hope of some, yesterday's rate hike clearly demonstrates that the Fed will continue to be data-driven.”</p><p>Existing-home sellers have also become a stronger competitor, particularly in Lennar’s target price ranges, added Miller.&nbsp;</p><h2 class="st-heading-2">LEN Stock: Retail View&nbsp;</h2><p>On Stocktwits, retail sentiment around the stock slumped to ‘bearish’ from ‘bullish’.</p><p>A user&nbsp;<a href="https://stocktwits.com/amda/message/664518334">said</a>, “At the moment, there's no reason to own any of the homebuilding stocks, imo.”&nbsp;</p><p>Another user&nbsp;<a href="https://stocktwits.com/profit_guru/message/664506022">said</a>, “Expect more analyst downgrades and price target changes tomorrow…near term 70.”&nbsp;</p><p>LEN stock has declined 22% year-to-date.&nbsp;</p><p>Also see:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/bb-stock-heads-for-weekly-gain-retail-turns-bullish-on-black-berry-ahead-of-earnings-as-qnx-helps-drive-physical-ai/cZtuNg2RB3a">BB Stock Heads For Weekly Gain: Retail Turns Bullish On BlackBerry Ahead Of Earnings As QNX Helps Drive Physical AI</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

Lennar CEO said higher borrowing costs, inflation and stronger resale competition limited the homebuilder’s expected improvement during the third quarter.

LEN Stock Heads For Monthly Loss: CEO Warns Higher ‘Interest Rates Test Affordability' After Weak Outlook

Series Portfolios Trust - InfraCap Equity Income Fund ETF

iShares Dow Jones US Home Construction

Lennar Corp.

$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	$85.18
Prev Close	$86.40
Open	$86.71
Dividend Yield	N/A
50-Day Moving Average	$91.22
Beta	N/A
Avg. Volume	2.26M
PE Ratio	N/A

52-Week High	$114.56
52-Week Low	$82.08
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

Feed

News

Sentiment

Fundamentals

Info

ITB Fundamentals