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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. 

A sharp selloff across AI neocloud stocks, fueled by concerns about financing costs and whether the sectors business models can deliver returns, has put NBIS in focus. Traders are split between viewing the drop as an overdone, oversold pullbackwith some citing NBISs stronger financial positionand expecting more downside amid lingering sector risks.

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 to Buy has fueled a rebound discussion after a sharp selloff, with some traders seeing the decline as overdone and others warning that CoreWeaves heavy debt and financing needs remain a risk. The debate centers on whether AI demand and contracted business can outweigh concerns about borrowing costs and the companys ability to fund its expansion.

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 is drawing attention after stronger-than-expected third-quarter results and a sharply higher 2027 adjusted EBITDA outlook. Bulls are highlighting the improved outlook and potential short-covering, while skeptics question whether operating gains can ease the companys substantial debt burden.

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

The prolonged wait for the 80th death event in SELLASs blinded Phase 3 REGAL trialand the final analysis of its GPS treatment for AMLis driving attention amid share-price weakness. Bulls interpret the delay and upcoming ASH meeting as possible signs of extended survival or data disclosure, while skeptics say the timeline and CEOs comments prove nothing; no outcome has been confirmed, and traders also watch for SLS009 data.

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 around AXPAXLIs prospects in wet AMD after competitor EyePoints trial setback. Some traders see fewer competitive threats and emphasize AXPAXLIs potential durability, while others argue the setback could fuel broader skepticism about TKI treatments; debate also centers on the companys pending NDA submission.

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

Traders are focused on XEs sharp post-IPO selloff, often blaming lockup-related share supply and weakness across nuclear and AI-linked stocks; concerns about the long path to commercialization and permitting also weigh on sentiment. Some holders remain bullish on Amazons backing and future data-center power demand, while others warn the selling may continue.

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 FDAs clearance to expand Alpha Taus U.S. REGAIN recurrent-glioblastoma trial from 10 to 20 patients is drawing attention, alongside expectations for additional clinical data at the SNO meeting. Traders are broadly optimistic about the growing catalyst pipeline, while the early GBM results come from a very small cohort; completion of enrollment in the pancreatic IMPACT study is also contributing to the discussion.

Dynex Capital, Inc. is an internally managed mortgage real estate investment trust. It engages in the business of investing in mortgage-backed securities. The company was founded on December 18, 1987 and is headquartered in Glen Allen, VA.

Dynex Capital, Inc.

Dynexs Q3 results are drawing attention after wider mortgage spreads drove a sharp decline in book value and a reported loss, while earnings fell short of covering the monthly dividend. Traders are debating dividend sustainability and added risk from higher leverage, though some view the losses as largely unrealized and continue to favor the income stream.

SPDR Series Trust - State Street SPDR S&P Biotech ETF

SPDR S&P Biotech ETF

A broad biotech selloff, attributed by traders to rising-rate concerns, risk-off positioning and rotation away from smaller biotech stocks, is weighing on XBI. The community is split between expecting further weakness and viewing the sharp pullback as an oversold buying opportunity, with potential M&A and upcoming clinical catalysts cited as reasons for optimism.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

A sharp, high-volume rebound after a steep AI-infrastructure selloff has drawn attention to WULF, with traders highlighting CEO Paul Pragers CNBC defense of its power-and-data-center leasing model, which avoids owning rapidly depreciating chips, and bullish Morgan Stanley commentary. The community is split between viewing the move as a possible reversal and worrying that financing costs, leverage, and broader sector weakness could bring renewed selling.

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Why Is Lennar (LEN) Down 2.5% Since Last Earnings Report?

Lennar (LEN) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

LENNAR CORPORATION LEN INVESTORS: Contact Kirby McInerney LLP About the Firms Securities Investigation Following 6.73% Share Drop

The law firm of Kirby McInerney LLP reminds investors of its investigation on behalf of Lennar Corporation (Lennar or the Company) (NYSE: LEN) investors concerning the Companys and/or members of its senior managements possible violation of the federal securities laws or other unlawful business...

Securities Fraud Investigation Into Lennar Corporation (LEN) Announced Shareholders Who Lost Money Urged To Contact Glancy Prongay Wolke & Rotter LLP, a Leading Securities Fraud Law Firm

Glancy Prongay Wolke & Rotter LLP, a leading national shareholder rights law firm, today announced that it has commenced an investigation on behalf of Lennar Corporation (Lennar or the Company) (NYSE: LEN) investors concerning the Companys possible violations of the federal securities laws. IF YOU...

Lennar Corporation (LEN) Shareholders Who Lost Money Contact Law Offices of Howard G. Smith About Securities Fraud Investigation

Law Offices of Howard G. Smith announces an investigation on behalf of Lennar Corporation (Lennar or the Company) (NYSE: LEN) investors concerning the Companys possible violations of federal securities laws.IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN LENNAR CORPORATION (LEN), CONTACT THE LAW...

LEN Investors with $100,000 in Losses Have Opportunity to Join Lennar Corporation Fraud Investigation with SBS Law

Schall, Brown & Schwartz LLP (SBS), a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Lennar Corporation (Lennar or the Company) (NYSE: LEN) for violations of the securities laws.INVESTIGATION DETAILS: The investigation focuses on...

Securities Fraud Investigation Into Lennar Corporation (LEN) Announced Shareholders Who Lost Money Urged To Contact The Law Offices of Frank R. Cruz

The Law Offices of Frank R. Cruz announces an investigation of Lennar Corporation (Lennar or the Company) (NYSE: LEN) on behalf of investors concerning the Companys possible violations of federal securities laws. IF YOU ARE AN INVESTOR WHO LOST MONEY ON LENNAR CORPORATION (LEN), CLICK HERE TO...

Is Trading Margin for Volume the Right Housing Bet for Lennar in 2026?

LEN is prioritizing housing volume as affordability pressures squeeze margins, with lower costs and faster cycles supporting its strategy.

The Second Biggest Homebuilder Gets a Berkshire Hathaway Boost

Lennar Berkshire stake grows as fresh buying offsets housing weakness, bearish analyst calls and scrutiny around Millrose.read more...

Stocks making the biggest moves premarket: Constellation Energy, Option Care Health, Lennar, P&G and more

These are the stocks posting the largest moves in early trading...

US Real Estate Stocks Hit All-Time Low Relative To S&P 500, Prompting Peter Schiff’s ‘Industry Is Dead’ Warning 

Equity

Weak housing demand and shifting investor preferences pressure the sector. 


Lennar Corp. engages in the provision of real estate related financial and investment management services. It operates through the following segments: Homebuilding, Financial Services, Multifamily, and Lennar Other. The Homebuilding segment refers to the construction and sale of single-family attached and detached homes and the purchase, development, and sale of residential land directly and through entities. The Financial Services segment focuses on mortgage financing, title, and closing services for buyers. The Multifamily segment is involved in the development, construction, and property management of multifamily rental properties. The Lennar Other segment includes funds, asset management platform, and strategic investments in technology companies. The company was founded in 1954 and is headquartered in Miami, FL.

Lennar Corp. - Ordinary Shares - Class A

Neutral Sentiment

<ul class="summary-bullets"><li>Charlie Bilello said U.S. real estate stocks have fallen to their lowest level ever compared with the S&amp;P 500.&nbsp;</li><li>Peter Schiff warned that the sector could fall further as higher mortgage rates hurt the industry.&nbsp;</li><li>Higher interest rates have hurt real estate by raising borrowing costs, weakening housing demand and pressuring commercial properties.&nbsp;</li></ul>US real estate stocks have sunk to their weakest level ever relative to the S&amp;P 500, wiping out all the outperformance they built during the early-to-mid 2000s housing bubble, according to Creative Planning's Charlie Bilello. Economist Peter Schiff warns the slide is far from over and calls the industry dead.&nbsp;The milestone matters because it suggests investors may be seeing a long-term shift rather than a temporary slowdown. The 10-year Treasury yield is near its highest level in 25 years, while mortgage rates are nearing 8%, reversing the low-rate support that helped the housing market for years.&nbsp;<h2 class="st-heading-2">Real Estate Stocks Hit Record Low&nbsp;</h2>Bilello, Chief Market Strategist at Creative Planning, flagged the extreme in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/charliebilello/status/2107185783132340316">post</a> on X.“US real estate stocks are now at their lowest level ever relative to the S&amp;P 500, erasing all of their relative outperformance from the early-to-mid 2000s housing bubble.”&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/housing_a1be8b6ea7.jpg" alt="housing.jpg" width="900" height="581"><figcaption>Source: Charlie Bilello’s X Post</figcaption></figure>The chart shows that the&nbsp;<a href="https://stocktwits.com/symbol/IYR">iShares US Real Estate ETF</a> (IYR) to&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF Trust</a> (SPY) ratio fell to a record low of 0.122 on Oct. 5. It had reached 0.525 in February 2007 during the housing boom before the Great Financial Crisis. Since then, real estate stocks have generally lagged the broader market despite occasional rallies.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261006_020256021_0881b52db7.png" alt="koyfin_20261006_020256021.png" width="2400" height="1240"></figure>Schiff, an economist and longtime market bear,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/PeterSchiff/status/2107221474193105115">replied</a> bluntly: "Plus they are going a lot lower from here. The industry is dead. It lived by ever falling mortgage rates and government subsidies. It's now dying by reversal of the same dynamics."&nbsp;<h2 class="st-heading-2">Housing Affordability Crisis Hits Real Estate&nbsp;</h2>Schiff’s comments highlight a major change in interest rates and Federal Reserve policy. After the 2008 financial crisis, low borrowing costs helped boost REIT values, real estate deals and homebuilder profits. Now, higher 10-year Treasury yields have raised borrowing costs and made REIT dividends less attractive to investors.&nbsp;High mortgage rates are hurting housing demand and home sales, while commercial real estate faces lower property values and refinancing pressure. Investors are also moving money into safer Treasuries and technology stocks, cutting demand for real estate.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261006_015930573_3f1dd3713a.png" alt="koyfin_20261006_015930573.png" width="2400" height="1240"></figure>Last week, Morgan Stanley put out a mixed outlook on major U.S. homebuilders. The firm is bullish on Toll Brothers (TOL), giving it an ‘Overweight’ rating and $159 price target, citing wealthy buyers, pricing power and attractive valuation. PulteGroup (PHG) and D.R. Horton (DHI) received ‘Equal Weight’ ratings, with $128 and $151 price targets, respectively, as affordability concerns limit their upside. Lennar (LEN) received an ‘Underweight’ rating and a $65 price target due to incentives, higher lot costs, and weak first-time buyer demand.&nbsp;So far this year, DHI, PHM, and LEN stocks are down 2% to 27%, while TOL is up 0.1%.Also see:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/the-big-short-investor-michael-burry-justifies-lululemon-tax-loss-sale-i-am-not-throwing-in-the-towel/cZDstsERBk4">‘The Big Short’ Investor Michael Burry Justifies Lululemon Tax-Loss Sale: ‘I Am Not Throwing In The Towel’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Montage Laguna Beach resort is shown at sunset in Laguna Beach, CA.

US real estate stocks have sunk to their weakest level ever relative to the S&P 500, wiping out all the outperformance they built during the early-to-mid 2000s housing bubble, according to Creative Planning's Charlie Bilello. Economist Peter Schiff warns 

US Real Estate Stocks Hit All-Time Low Relative To S&P 500, Prompting Peter Schiff’s ‘Industry Is Dead’ Warning

D.R. Horton Inc.

iShares US Real Estate ETF

Lennar Corp.

PulteGroup Inc

Toll Brothers Inc.

Track LEN stock price, charts, news and real-time market activity on Stocktwits. Join the LEN message board to follow investor discussions, retail trader sentiment, bullish and bearish signals around Lennar Corp stock.

LEN Stock Price Today - Lennar Corp News, Charts, Retail Sentiment

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.

Current Price	$77.08
Prev Close	$77.69
Open	$77.89
Dividend Yield	1.52%
50-Day Moving Average	$81.86
Beta	0.84
Avg. Volume	4.99M
PE Ratio	14.58

52-Week High	$133.76
52-Week Low	$71.78
Market Capitalization	$18.33B
EPS (Annual)	$7.98
Price to Book	0.85
Revenue Per Employee	$2.72M

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