SPDR Dow Jones Industrial Average ETF

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Invesco QQQ Trust Series 1

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as crude prices climb amid fears of supply disruptions from Middle East shipping and energy-infrastructure attacks, with traders also watching Ukrainian strikes on Russian oil assets. Bulls cite the supply risks, while bears argue the rally is stretched and could reverse if diplomacy or eased Russian sanctions restores supply; higher oil is also fueling inflation concerns and pressure on broader markets.

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 to fresh lows is drawing attention, with traders citing share-unlock overhang and insider selling, alongside a TD Cowen price-target cut and concerns about OpenAI customer concentration and competition from Nvidia. The community is split between buyers calling the stock oversold and bears expecting further pressure until lockup expirations pass and the company demonstrates growth and scaling.

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 centered on concerns about its debt-heavy expansion and costly financing, with HSBCs bearish assessment adding to worries that AI demand may not translate into adequate returns. Traders are split between viewing the backlog and ongoing AI demand as a buying opportunity and fearing that credit costs and refinancing needs could constrain growth; a Goldman upgrade has not settled the debate.

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 long commercialization timelines and a lack of firm customer commitments, amid questions about delays to the proposed TVA deployment. Traders are split between viewing the selloff as an overreaction to the rating and seeing it as a warning about execution risk and the companys ability to turn its reactor technology into binding projects.

Vicor Corp. engages in the design, development, manufacture, and marketing of modular power components. The firm provides complete power systems based upon a portfolio of patented technologies. Its products include AC-DC converters, power systems, and accessories. The company was founded by Patrizio Vinciarelli in 1981 and is headquartered in Andover, MA.

Vicor Corp.

Vicors Q3 results are driving attention: traders cite strong revenue growth and margins but debate the GAAP EPS miss and the absence of forward guidance, with many waiting for the earnings-call outlook to assess the report and valuation.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A tech-led rebound after the AI-linked selloff has QQQ traders debating whether the move is a lasting recovery or a brief relief rally, with upcoming megacap earnings seen as a test. Concerns about AI infrastructure spending and credit risks, alongside surging oil and inflation worries, are keeping sentiment volatile.

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 reminder that its warrants will expire unexercised if holders miss the deadline has become the main focus, with the share price below the exercise threshold. Traders disagree over whether the warrants will lapse and remove a potential dilution overhang or whether Ryan Cohen will take action to make them valuable; some warrant holders express frustration while bulls point to his recent share purchases.

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 AI-infrastructure selloff, as traders debate neocloud funding risks and Gartners warning that many providers may face consolidation. The community is split between viewing the recent bounce as an oversold relief move and expecting further weakness; bulls argue Nebius may be better positioned than debt-heavy peers and could benefit if demand shifts.

General Motors Co. engages in the designing, manufacturing, and selling of trucks, crossovers, cars, and automobile parts, and in providing software-enabled services and subscriptions. It operates through the following segments: GMNA, GMI, Cruise, and GM Financial. The company was founded by William C. Durant on September 16, 1908 and is headquartered in Detroit, MI.

General Motors Company

GMs Q3 earnings beat and stronger cash-flow outlook, alongside a new share-repurchase authorization, are driving discussion. Traders are weighing those positives against the stocks decline, pointing to a narrowed but unchanged-midpoint profit outlook and softer U.S. sales as reasons the beat did not spark a stronger reaction.

RTX Corp. is an aerospace and defense company, which engages in the provision of aerospace and defense systems and services for commercial, military, and government customers. It operates through the following segments: Collins Aerospace Systems (Collins), Pratt and Whitney, Raytheon Intelligence and Space (RIS), and Raytheon Missiles and Defense (RMD). The Collins segment manufactures and sells aero structures, avionics, interiors, mechanical systems, mission systems, and power controls. The Pratt and Whitney segment includes the design and manufacture of aircraft engines and auxiliary power systems for commercial, military, and business aircraft. The RIS segment is involved in the development of sensors, training, and cyber and software solutions. The RMD segment offers end-to-end solutions to detect, track, and engage threats. The company was founded in 1922 and is headquartered in Arlington, VA.

RTX Corp

Raytheon Technologies Corporation

RTX is drawing attention after reporting a strong third-quarter earnings beat and raising its full-year sales, earnings, and cash-flow outlook, with strength across its aerospace and defense businesses. Traders are broadly positive, though some question how much of the guidance increase reflects IEEPA cost recovery versus underlying growth.

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Here's How Much $100 Invested In Linde 10 Years Ago Would Be Worth Today

Linde (NASDAQ:LIN) has outperformed the market over the past 10 years by 1.43% on an annualized basis producing an average annual return of 15.25%. Currently, Linde has a market capitalization of $222.71 billion.read more...

Linde Announces Third Quarter 2026 Earnings and Conference Call Schedule

Linde (Nasdaq: LIN) will release its third quarter 2026 financial results by 06:00 EDT/11:00 CET on Thursday, October 29, 2026. The Company will host and webcast its conference call at 09:00 EDT/14:00 CET, which will be available to the public and the media in listen-only mode. Live conference call...

Here's How Much You Would Have Made Owning Linde Stock In The Last 20 Years

Linde (NASDAQ:LIN) has outperformed the market over the past 20 years by 2.02% on an annualized basis producing an average annual return of 11.06%. Currently, Linde has a market capitalization of $219.15 billion.read more...

Hydrogen Has Long Been Manufactured. Eastern Canada Is Showing Signs It May Also Be Found Underground

The world consumes almost 100 million tonnes of hydrogen each year, with nearly all of it manufactured before it reaches the end user. Refineries, fertilizer producers and other industrial users primarily rely on hydrogen produced from natural gas and coal, while the International Energy Agency estimates that low-emissions production currently accounts for less than 1% of global supply.Electrolysis offers a cleaner alternative, but it requires significant amounts of electricity at a time when data centers and other large power users are putting additional demands on power grids.That ...

FCEL Targets Hydrogen Growth With Versatile Tri-gen Platform

FuelCell Energy's Tri-gen system combines hydrogen, electricity and water output to serve transportation and industrial energy needs.

The Zacks Analyst Blog Highlights AMD, Linde, Amgen and INNOVATE

AMD's AI infrastructure demand is broadening as EPYC CPUs and Instinct accelerators gain traction, while Helios ramps and multigigawatt commitments boost visibility.

Top Research Reports for AMD, Linde & Amgen

AMD, Linde and Amgen highlight AI demand, contracted growth and drug launches, while supply, margin and pipeline risks remain key factors.

Top 3 Materials Stocks That Could Blast Off In September

Scotts Miracle-Gro, Linde and Graphic Packaging are oversold materials stocks with RSI near 30, potentially offering undervalued buying opportunities.read more...

Linde (NASDAQ:LIN) has outperformed the market over the past 10 years by 1.14% on an annualized basis producing an average annual return of 14.78%. Currently, Linde has a market capitalization of $217.97 billion.read more...

Linde Plc is a global industrial gases and engineering company. It designs and builds equipment that produces industrial gases. The company also offers gas production and processing services such as olefin plants, natural gas plants, air separation plants, hydrogen and synthesis gas plants and other types of plants. Its primary products are atmospheric gases and process gases. The company operates through the following reportable segments: Americas, EMEA APAC and Engineering. The Americas segment operates production facilities primarily in the United Sates, Canada, Mexico and Brazil. The EMEA segment has production facilities primarily in Germany, France, Sweden, the Republic of South Africa, and the United Kingdom. The APAC segment has production facilities located primarily in China, Australia, India, South Korea and Thailand. The Engineering segment designs and constructs turnkey process plants for third-party customers as well as for the gases businesses in many locations worldwide. Linde was founded by Carl Paul Gottfried von Lind in 1879 and is headquartered in Woking, the United Kingdom.

Linde Plc.

Can’t Grab SpaceX IPO Stock? Supplier Behind 70% Of Its Launches May Be 'Low-Risk' Alternative, Says Analyst

Equity

Neutral Sentiment

<ul class="summary-bullets"><li>Morningstar says investors chasing SpaceX's record-breaking IPO may be overlooking Linde as a way to benefit from the space boom.</li><li>The brokerage called Linde a "low-risk play" on the space race and noted the company supports 70% of all SpaceX launches.</li><li>The firm believes the SpaceX IPO will shine a spotlight on the rocket-launch supply chain, which has historically been overlooked by investors.</li></ul>As investors rush to gain exposure to SpaceX's blockbuster IPO, an analyst suggests one of the biggest winners from the commercial space boom may not be a space stock at all.Interest in SpaceX's public debut has been exceptionally strong, with demand far outstripping the stock available to investors. The company plans to sell 555.6 million shares at $135 each, raising $75 billion at a valuation of $1.8 trillion.&nbsp;If completed as expected, the offering would eclipse previous IPO records, including Saudi Aramco's landmark listing. Since only 7% of the shares will be available for public trading, investors have been aggressively searching for alternative ways to participate in the IPO.<h2 class="st-heading-2">The Hidden Supplier Behind SpaceX</h2>Morningstar equity analyst Krzysztof Smalec recently highlighted industrial gas giant Linde Plc. (LIN) as a "low-risk play" on the space race, arguing that investors are underestimating the company's exposure to SpaceX's rapidly growing launch activity and Starship ambitions. Linde is SpaceX's primary supplier of liquid oxygen, liquid nitrogen, and other industrial gases used at launch sites in Texas and Florida. The company recently said it supports 70% of SpaceX launches, making it one of the most important suppliers in the rocket maker’s ecosystem."Linde is currently SpaceX's main partner," the analyst said, adding that the company has expanded capacity around SpaceX facilities to support future launch demand. The brokerage also noted that LIN shares trade about 6% below its fair value estimate, calling the stock "an attractive entry point" for investors seeking a lower-risk way to gain exposure to the commercial space boom.Morningstar believes the biggest opportunity lies in SpaceX's transition toward Starship. "We believe Linde is poised to capitalize on SpaceX's ambitious launch cadence plans, as well as its transition from Falcon 9 and Falcon Heavy rockets to more propellant-intensive Starship megarockets," the brokerage said.Linde recently started a new air separation unit in Brownsville, Texas, to support Starship launches from Starbase, while another expansion in Florida is expected to begin operating in 2027.U.K.-based Linde was formed through the merger of Germany's Linde AG and U.S.-based Praxair in 2018. The company has posted steady growth since then, with revenue rising to $34 billion in 2025 from $14.8 billion in 2018, while operating profit increased to $8.9 billion from $5.2 billion. Its market cap currently stands at $235 billion, jumping from just $91 billion after the merger.According to Koyfin consensus estimates, Linde carries a consensus 'Strong Buy' rating from 27 analysts, with an average price target of $545.04, implying a 7% upside from current levels. Analysts currently include 22 'Buy' or 'Strong Buy' ratings, compared with four 'Holds' and one 'Sell.' Currently, LIN trades at 27.9x expected earnings over the next 12 months and 18x forward EBITDA.&nbsp;<img src="https://news.stocktwits-cdn.com/LI_Ns_Financial_Performance_Over_The_Past_Decade_1_jpg_f7e6ba7346.webp" alt="LINs_Financial_Performance_Over_The_Past_Decade (1).jpg"><h2 class="st-heading-2">SpaceX IPO Puts Supply Chain In Focus</h2>Industrial gas firms have supported space launches for decades, but the business has remained a relatively small and often overlooked part of their operations: "We expect the SpaceX IPO to change this, putting a major spotlight on the rocket launch supply chain," Morningstar said.“Although we estimate that the space end market currently accounts for only a low-single-digit percentage of revenue for the three industrial gas firms we cover, we expect it to become a meaningful driver of revenue growth, particularly for Linde&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.morningstar.com/stocks/xnas/lin/quote">LIN</a>, the world’s largest industrial gas producer,” Morningstar added.&nbsp;Morningstar estimates that space-related business currently accounts for only 1% of Linde's revenue, but forecasts that figure could rise to 8% by 2040. "We believe the market underappreciates the upside potential of SpaceX's rapidly increasing launch cadence," Morningstar said.&nbsp;<h2 class="st-heading-2">How Do Retail Traders Feel About SpaceX And LIN?</h2>On Stocktwits, SpaceX drew 'extremely bullish' sentiment with 'extremely high' message volumes, while LIN was rated 'neutral' on 'high' chatter.One user&nbsp;<a href="https://stocktwits.com/Nick1995/message/655910502">said</a>, “<a href="https://stocktwits.com/symbol/LIN">$LIN</a> solid financials, a GREAT technical setup, pricing power for essential forms of energy including those critical to AI, SpaceX’s primary supplier for industrial gas, ~93% institutional ownership leading to a relatively low true retail share float and ever-shrinking count of it due to aggressively significant buybacks this company is poised to break ATHs and run.”<stembedurl>https://stocktwits.com/Nick1995/message/655910502</stembedurl>Another bullish user&nbsp;<a href="https://stocktwits.com/Niks10/message/655543765">noted</a>, “primary industrial gas supplier for SpaceX. Boosting the supply chain near the TX base.”<stembedurl>https://stocktwits.com/Niks10/message/655543765</stembedurl>LIN stock has risen 9% over the past year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/asts-lunr-pl-musk-backed-starship-thesis-cheap-space-access/cZKThU3R7cs">ASTS, LUNR, PL Rise Overnight: Musk-Backed Starship Thesis Signals A New Era Of Cheap Space Access&nbsp;</a>

The logo of industrial gas producer Linde AG is on display on a gas tank. Photo: Matthias Balk/dpa (Photo by Matthias Balk/picture alliance via Getty Images)

SpaceX's IPO has reportedly attracted demand far exceeding available shares, with only about 7% of stock expected to be freely tradable after listing.

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Current Price	$503.44
Prev Close	$498.43
Open	$497.97
Dividend Yield	1.41%
50-Day Moving Average	$479.03
Beta	0.45
Avg. Volume	2.02M
PE Ratio	32.50

52-Week High	$548.20
52-Week Low	$387.78
Market Capitalization	$229.77B
EPS (Annual)	$14.61
Price to Book	5.94
Revenue Per Employee	$521,441.61

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