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United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as crude prices surge amid reported tanker attacks and supply risks around the Strait of Hormuz, alongside concerns about Saudi and Russian energy infrastructure. Traders are split between betting on further gains from geopolitical disruption and warning that prices look extended and could retreat if diplomacy or supply relief eases those fears.

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 steep post-IPO slide is being tied by traders to recurring lockup share releases and insider selling, alongside a TD Cowen rating-target cut and concerns about the AI-chip sector. The community is divided between expecting more downside amid valuation, customer-concentration, and scaling concerns, and viewing the selloff as an oversold opportunity based on Cerebras technology and potential demand.

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

CoreWeaves sharp selloff is being tied mainly to concerns about its heavy debt, financing costs and ability to fund AI infrastructure expansion, amid broader weakness in neocloud stocks. Bears warn of dilution or default, while bulls cite its contracted backlog, Nvidia ties and ARKs buying; the Goldman upgrades failure to sustain a rally underscores the divide.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A tech-led rebound after the recent AI-stock selloff has put QQQ in focus, but traders are divided over whether it marks a recovery or a short-lived relief rally and bull trap. Upcoming megacap earnings and lingering concerns about AI spending and debt, alongside rising oil prices, are adding to the volatility.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Ciphers sharp selloff is being tied mainly to its convertible-note financing and debt conversion, which traders fear will dilute shareholders, alongside broader weakness in AI/data-center stocks and concerns about debt and execution. The community is split between calling the decline an oversold buying opportunity and warning that selling pressure could continue.

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

GameStops warrant-expiration deadline dominates discussion, with holders weighing whether the warrants can become exercisable against the risk they expire worthless. Traders disagree over whether the expiration would ease dilution concerns or signal a failed catalyst, while some speculate Ryan Cohen may extend the warrants or take action to lift the share price.

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 lengthy commercialization timelines and a lack of firm customer commitments. The move has sharpened debate over execution risk and cash burn, with some traders viewing the selloff as a buying opportunity while others see limited commercial progress as a reason for caution.

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 infrastructure and neocloud stocks, amid concerns about debt, financing costs, and returns on data-center spending, has driven NBIS discussion. Traders are split on whether the stocks rebound signals stabilization or a bull trap: bulls see Nebius as better positioned than more leveraged peers, while bears remain wary of funding needs and sector-wide risk.

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 Stanleys upgrade of Amazon to a top pick, backed by an upbeat outlook for AWS growth and AI infrastructure demand, fueled the sharp share advance. Traders largely welcomed the move, while others questioned whether it would hold and viewed the upcoming earnings report as a key test.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Barclays downgrade of Dell, citing limited evidence of accelerating enterprise AI spending and concerns that higher memory costs are inflating reported revenue, is the main catalyst behind the sharp selloff; broader worries about inflation, rates and AI infrastructure financing added pressure. Traders are split between viewing the decline as an oversold buying opportunity and expecting further weakness after the stocks steep run-up.

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L3Harris Advances US Navy Next Generation Jammer Low Band Program with $876 Million Award

L3Harris Technologies (NYSE: LHX) has received an undefinitized contract modification award from the U.S. Navy for the next engineering and manufacturing phase of the Next Generation Jammer Low Band program (NGJ-LB). The effort, worth $876,440,942, supports an accelerated timeline for NGJ-LB...

Here's Why L3Harris (LHX) is a Strong Value Stock

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LMT Secures $117.1M Contract for Apache Helicopter Radar Support

Lockheed Martin secures a $117.1M Apache helicopter radar support contract, strengthening its role in sustaining critical U.S. Army electronic warfare systems.

Stocktwits Defense Watch: RTX Continues Deal Momentum, Ondas-Palantir Launch AI Firm As AeroVironment Strike Four International Deals

Equity

U.S.-listed defense companies continued to rack up fresh orders and partnerships, with counter-drone technology and military AI taking center stage.


HGT Law Announces Investigation of L3Harris Technologies, Inc. (NYSE:LHX)

HGT Law Announces Investigation of L3Harris Technologies, Inc. (NYSE:LHX) HGT Law Announces Investigation of L3Harris Technologies, Inc. (NYSE:LHX)PR NewswireNEW YORK, Oct. 15, 2026NEW YORK, Oct. 15, 2026 /PRNewswire/ -- HGT Law announces that it is investigating claims on behalf of shareholders of...

How Is L3Harris' R&D Spending Driving Defense Technology Innovation?

LHX invests in R&D and flexible defense technologies to address evolving customer needs and expand opportunities across aerospace and national security markets.

Northrop Grumman to Release Q3 Earnings: What's in the Cards?

NOC's Q3 results hinge on strong defense demand, rising production and higher sales guidance, but program execution risks and a flat Earnings ESP cloud beat prospects.

L3Harris and Divergent Sign Teaming Agreement to Increase Production of Affordable Mass Munitions

L3Harris Technologies (NYSE: LHX) and Divergent Technologies, Inc. have signed a teaming agreement to scale production and enhance capabilities for affordable mass munitions. This press release features multimedia. View the full release here...

L3Harris Delivers First VAMPIRE Counter-Drone Systems To US Army – A Look At The Key Highlights

L3Harris said its VAMPIRE technology has logged more than 350,000 operational hours since 2023 in support of European combat operations, while a separate GMLRS contract will be fulfilled at a planned Arkansas facility featuring automation and robotics.


L3Harris Delivers First VAMPIRE Units to US Army for Drone Defense

L3Harris Technologies (NYSE: LHX) has started delivering VAMPIRETM counter-unmanned systems (C-UxS) to the U.S. Army in support of hostile drone defense. Initial deliveries arrived within two months of the Armys $106 million order. L3Harris VAMPIRE system is a self-contained weapons solution that...

L3Harris Technologies, Inc. engages in the provision of defense and commercial technologies across the air, land, sea, space, and cyber domains. It operates through the following segments: Communication Systems, Integrated Mission Systems, Space and Airborne Systems, and Aerojet Rocketdyne. The Communication Systems segment enables warfighters across all domains with solutions critical to mission success even in the most contested environments. The Integrated Mission Systems segment focuses on the differentiated mission capabilities and prime systems integration for the air, land, and sea domains. The Space and Airborne Systems segment provides full mission solutions as a prime and subsystem integrator in the space, airborne, and cyber domains. The Aerojet Rocketdyne segment includes propulsion, power and armament products and systems to U.S. government, including the DoD, National Aeronautics and Space Administration (“NASA”) and major aerospace and defense prime contractors. The company was founded in 1890 and is headquartered in Melbourne, FL.

L3Harris Technologies Inc

Bullish Sentiment

<ul class="summary-bullets"><li>RTX received $729 million in counter-drone orders from the U.S., Qatar and Jordan.</li><li>AeroVironment expanded its international drone partnerships in Australia, Taiwan, Spain and Israel</li><li><a class="mention" data-mention="$ONDS" data-symbol-id="ONDS" href="https://stocktwits.com/symbol/ONDS" target="_blank">Ondas</a> and Palantir to launch an AI defense firm called Regna AI.</li></ul><p>Even as bank earnings and a tech selloff dominated market headlines this week, defense stocks were in the spotlight as demand for missile defense, counter-drone systems and advanced defense technologies remained an important theme amid geopolitical uncertainty in the Middle East.</p><p>After last week’s multibillion-dollar missile agreements involving Boeing and RTX, this week’s headlines focused on counter-drone systems, weapons production, military technology and AI.</p><p><img src="https://news.stocktwits-cdn.com/XF_1_RI_defense_deals_this_week_8bae0ba347.png" alt="XF1RI-defense-deals-this-week-.png"></p><h2 class="st-heading-2">Orders Galore For RTX’s Raytheon</h2><p>Raytheon, RTX’s unit, <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.rtx.com/news/news-center/2026/10/13/rtxs-raytheon-awarded-729-million-in-counter-drone-contracts-for-u-s-qatar-a">announced</a> $729 million in contracts to supply components of its LIDS counter-drone system to the U.S. Army, Qatar and Jordan. The system combines KuRFS radar, which detects and tracks incoming drones, with Coyote interceptors designed to destroy individual drones and swarms.</p><p>The agreements mark the first international sales of both KuRFS and Coyote. RTX said it is increasing Coyote production to meet growing demand.</p><p>Separately, Raytheon won a contract from the Office of Naval Research (ONR) to develop advanced target‑detection capabilities for naval radar systems.&nbsp;On Thursday, Raytheon was <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.rtx.com/news/news-center/2026/10/15/rtxs-raytheon-selected-to-modernize-u-s-space-force-global-early-warning-radars">selected</a> to modernize U.S. Space Force radar sites to improve early warnings of missile launches, identify object types, and track activities in space.</p><h2 class="st-heading-2">L3Harris, HII Land New Military Orders</h2><p>L3Harris Technologies (LHX) <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.l3harris.com/newsroom/press-release/2026/10/l3harris-awarded-solid-rocket-motor-contract-record-production">received</a> a $250 million follow-on contract from Lockheed Martin (LMT) to manufacture propulsion systems for Guided Multiple Launch Rocket System rockets.</p><p>The company also <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.l3harris.com/newsroom/press-release/2026/10/l3harris-provide-night-vision-systems-us-army">won</a> a $55 million U.S. Army contract to supply NOVA binocular night-vision goggles.</p><p>Meanwhile, shipbuilder HII<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.hii.com/news/hii-is-awarded-contract-to-support-aukus-engineering-and-design-work">&nbsp;secured</a> a $56 million U.S. Navy contract for engineering and design support under the AUKUS submarine partnership.</p><h2 class="st-heading-2">AeroVironment Expands International Drone Partnerships</h2><p>AeroVironment (AVAV) <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://investor.avinc.com/news-events/press-releases">announced</a> four international partnerships this week, covering drone manufacturing, integration and communications technology.</p><p>The company signed an agreement with Australia’s NIOA to explore production of one-way attack drones. It also partnered with Taiwan’s Thunder Tiger on potential drone co-production and integration.</p><p>AeroVironment also signed agreements with Spain’s Alpha Unmanned Systems for maintenance, training and technical support for AVAV’s JUMP 20 surveillance drones and with Israel’s Elsight, which will provide communications technology for the Mayhem 10 drone system.</p><h2 class="st-heading-2">Ondas, Palantir Push Into Defense AI</h2><p>Ondas (ONDS) <a href="https://stocktwits.com/news-articles/markets/equity/ondas-palantir-partner-to-launch-new-ai-company-for-defense-missions-regna-ai/cZxIWo3RB8a">announced</a> a partnership with Palantir Technologies (PLTR) to launch an AI company for defense customers. Regna AI will develop specialized AI models for military missions involving drones, surveillance balloons, ground vehicles and unmanned vessels.</p><p>Regna AI will focus on sovereign AI, enabling governments to control their models, sensitive information, and computing infrastructure.</p><h2 class="st-heading-2">How Did HII, ONDS, LHX, AVAV And RTX Fare This Week?</h2><p>Stocks in this cohort have delivered mixed performance so far this week, with HII gaining 1.2%, L3Harris rising 0.94% and RTX edging up 0.16%, while AeroVironment fell 6.3% and Ondas declined 10%.</p><p><img src="https://news.stocktwits-cdn.com/Defense_stocks_YTD_f6ec89020b.png" alt="Defense stocks YTD.png"></p><p>On a year-to-date basis, RTX was the only gainer, up about 1.7%, while L3Harris declined 19.1%, HII fell 22.2%, Ondas plunged 37%, and AeroVironment crashed more than 50%.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

AeroVironment exhibited during the Defense Expo Korea 2022, held at KINTEX (Korea International Exhibition and Convention Center) on September 21, 2022 in Goyang city, Gyeonggi, South Korea. 

U.S.-listed defense companies continued to rack up fresh orders and partnerships, with counter-drone technology and military AI taking center stage.

RTX, AeroVironment And Ondas-Palantir Push Deeper Into Drone Defense And AI This Week

AeroVironment Inc.

Huntington Ingalls Industries Inc

Ondas Inc

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Current Price	$243.84
Prev Close	$248.51
Open	$245.16
Dividend Yield	1.58%
50-Day Moving Average	$254.04
Beta	0.34
Avg. Volume	1.64M
PE Ratio	24.63

52-Week High	$379.23
52-Week Low	$232.34
Market Capitalization	$46.28B
EPS (Annual)	$8.52
Price to Book	2.28
Revenue Per Employee	$485,888.89

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