SPDR Dow Jones Industrial Average ETF

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United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as crude rises amid reports of tanker and energy-infrastructure attacks in the Middle East, stoking fears of supply disruptions and adding to inflation concerns. Traders are split between expecting further gains and arguing the rally is overextended or vulnerable to a pullback, with some noting that futures contract rollover can distort the move.

USA Rare Earth, Inc. is a domestic supplier of rare earth magnets and heavy rare earth elements. It develops a vertically integrated domestic supply chain for rare earth element magnet production, with a facility in Stillwater and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USAR is drawing attention after a prolonged selloff, with traders focused on dilution concerns, heavy spending before meaningful production, and frustration with managements limited communication during the CEO transition; weakness across rare-earth and critical-minerals stocks adds pressure. Some investors view the decline as an oversold opportunity tied to the long-term domestic supply-chain story, while others fear further losses and question the companys execution.

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

CoreWeave is under pressure amid concerns about its debt-heavy financing needs and whether AI demand can generate sufficient returns, sharpened by HSBCs bearish assessment and a broader selloff in neocloud stocks. Traders are split between fears that borrowing costs and execution risks threaten the business and bullish arguments that its contracted backlog and AI demand support the long-term case; some also note that a bullish analyst upgrade failed to reverse the selling.

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 dominates discussion, with traders pointing to upcoming share lockups, reported insider selling and an analyst downgrade, while also debating valuation and reliance on OpenAI amid competition. Bears expect more pressure; bulls argue the selloff is overdone and cite the companys technology and cash position.

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.

DJTs slide to fresh lows is being discussed alongside Trumps falling approval and the approaching midterms, with traders tying the negative sentiment to political backlash over the Iran conflict and rising energy costs, as well as concerns about the companys business. The conversation is overwhelmingly bearish, though a few traders are looking for a bounce.

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 and cut its price target, citing long commercialization timelines and a lack of firm customer commitments; traders are also focused on delays around potential TVA deployment and the broader weakness in nuclear names. The downgrade has intensified bearish concerns about execution and cash burn, while some investors argue the selloff is excessive and are buying on the long-term nuclear-power thesis.

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

GM is under pressure after its Q3 earnings beat failed to overcome disappointment with a full-year profit outlook that was narrowed without raising its midpoint, alongside weaker U.S. deliveries and market share. Traders debate whether the new buyback and stronger cash-flow outlook offset the cautious guidance, with some calling the selloff excessive.

GE Aerospace is an American aircraft company, which engages in the provision of jet and turboprop engines, as well as integrated systems for commercial, military, business, and general aviation aircraft. The firm's portfolio of brands includes Avio Aero, Unison, GE Additive, and Dowty Propellers. It operates through the following segments: Commercial Engines and Services, Defense and Propulsion Technologies, and Corporate and Other. The Commercial Engines and Services segment is involved in the design, development, manufacturing, and servicing of jet engines for commercial airframes, as well as business aviation and aeroderivative applications. The Defense and Propulsion Technologies segment offers defense engines and critical aircraft systems. The Corporate and Other segment relates to corporate functions and operations costs. The company was founded by Thomas Alva Edison in 1878 and is headquartered in Evendale, OH.

GE Aerospace

GEs quarterly earnings beat and raised 2026 outlook are drawing attention, but shares are falling as traders weigh higher costs, weaker free cash flow and a loss in its insurance business against strong aerospace demand. Some see the report as a solid result, while others question whether services growth and margins can justify expectations.

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

MARA is drawing attention for a steep, prolonged selloff despite Bitcoin holding relatively firm, with traders emphasizing the stocks weak performance and lack of fresh company-specific news. Bearish discussion centers on the absence of signed AI/data-center tenants and concerns about management, debt, and dilution, while some traders view the decline as oversold and expect a possible rebound.

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 broad selloff in AI-infrastructure and neocloud stocks, fueled by concerns about whether heavy buildout spending can earn adequate returns and be financed sustainably, has driven NBIS discussion; traders also cite contagion from CoreWeave and Gartners warning about the sector. The community is split between viewing NBISs rebound as an oversold buying opportunity and expecting further declines, with funding needs and upcoming results central to the debate.

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Nasdaq Jumps Past 1 Percent as VIX Swings While Dow Dips Below Its 50-Day Line

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Why Lockheed Martin May Be an Underrated Stock to Buy Right Now

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U.S. Army Awards Javelin Joint Venture $215 Mln Contract For Lightweight Launchers

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BAE Systems Unveils Advanced Systems to Strengthen Missile Defense

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

Lockheed (LMT) Q3 Earnings on the Horizon: Analysts' Insights on Key Performance Measures

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Joe Kent Slams Defense Contractors After Lockheed CEO Says Iran War Demand Is 'Permanent:' 'Stop Spilling American Blood for Profit'

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The Future Of American Drone Warfare

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Lockheed Martin Corp. is a global security and aerospace company, which engages in the research, design, development, manufacture, integration, and sustainment of technology systems, products, and services. It operates through the following business segments: Aeronautics, Missiles and Fire Control (MFC), Rotary and Mission Systems (RMS), and Space. The Aeronautics segment researches, designs, develops, manufactures, integrates, sustains, supports, and upgrades advanced military aircraft, including combat and air mobility aircraft, unmanned air vehicles, and related technologies. The MFC segment is involved in air and missile defense systems, tactical missiles and air-to-ground precision strike weapon systems, logistics, fire control systems, mission operations support, readiness, engineering support and integration services, manned and unmanned ground vehicles, and energy management solutions. The RMS segment designs, manufactures, services, and supports various military and commercial helicopters, surface ships, sea and land-based missile defense systems, radar systems, sea and air-based mission and combat systems, command and control mission solutions, cyber solutions, and simulation and training solutions. The Space segment includes the production of satellites, space transportation systems, and strategic, advanced strike, and defensive systems. The company was founded in 1995 and is headquartered in Bethesda, MD.

Lockheed Martin Corp.

LMT Stock Tracks Best Week Since Mid-August: CEO Calls Defense Demand ‘Permanent’ As $300M Texas Expansion Takes Shape 

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Bullish Sentiment

<ul class="summary-bullets"><li>Lockheed Martin is investing $300 million to expand its Grand Prairie, Texas, facility.</li><li>The defense giant plans to add 6,000 U.S. jobs, including 2,000 in Texas.&nbsp;</li><li>Lockheed is deploying commercial manufacturing methods through partnerships with Hadrian and GM Defense.&nbsp;</li></ul><p>Lockheed Martin’s (LMT) stock is eyeing its strongest week since mid-August as a $300 million Texas expansion boosts plans to ramp up missile production. CEO James Taiclet called defense demand “permanent,” betting on automation and increasing output to steer long-term growth.&nbsp;</p><p><a href="https://stocktwits.com/symbol/LMT">Lockheed Martin stock</a> edged 0.04% lower overnight Wednesday, after a 3.6% gain in regular session.&nbsp;Shares are up 2.4% so far through the week.</p><h2 class="st-heading-2">Lockheed’s Texas Facility Gets Massive Boost</h2><p>Lockheed is committing $300 million to expand its Grand Prairie manufacturing site beyond 735,000 square feet. The plan includes 100,000 square feet of newly constructed space, alongside 85,000 square feet of existing office space that is being converted for production. The upgraded facility will support more automation, computer-driven manufacturing and precision machining.</p><p>Manufacturing firm Hadrian will set up a 24-machine automated production unit at Lockheed Martin’s Texas facility. Lockheed employees will run the machines, which are expected to start operating in early 2027.&nbsp;</p><h2 class="st-heading-2">Lockheed Martin Plans 6,000 Jobs, Taps Commercial Manufacturing&nbsp;</h2><p>The defense giant plans to add 6,000 jobs across the U.S., with Texas accounting for 2,000 of the planned positions. Grand Prairie supports Lockheed Martin's Missiles and Fire Control business, including the Patriot Advanced Capability-3 Missile Segment Enhancement (PAC-3 MSE), THAAD, PrSM and JATM programs. Increased component production is expected to support final assembly operations in Arkansas and Alabama.&nbsp;</p><p>The project builds on Lockheed Martin's effort to combine defense manufacturing with techniques used in commercial industries. In June, the company announced a separate collaboration with GM Defense to apply automotive manufacturing practices to military production. Lockheed Martin has also committed to spending $8 billion to $9 billion through 2030 to expand more than 20 U.S. facilities.</p><p>In an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=t1bwjXSKF_0">interview</a>&nbsp;with CNBC, CEO James Taiclet said, “Robotics are everywhere. Hadrian's our latest partner in bringing robotics to our production system. And on the other end of the spectrum, you have one of the most storied and largest industrial companies in the world, and that's General Motors.”</p><h2 class="st-heading-2">Lockheed Martin’s Patriot Missile Output In Focus</h2><p>Taiclet said Lockheed Martin and government officials have developed a plan to increase annual PAC-3 MSE interceptor production from roughly 600 to 2,000 or more over time.&nbsp;</p><p>Taiclet told investors that the need for defense capabilities is not a short-lived trend. “I think what investors need to know and understand that this demand is not fleeting. It's permanent,” he said.&nbsp;</p><p>Vertical Research analyst Robert Stallard upgraded Lockheed Martin to ‘Buy’ from ‘Hold’ and set a $600 price target, implying 15% upside from the stock’s last close. He expects the company’s missile business to grow about 11% annually through 2030 as defense spending rises.&nbsp;&nbsp;</p><h2 class="st-heading-2">LMT Stock: Retail View&nbsp;</h2><p>On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory.&nbsp;</p><p>LMT stock has gained nearly 8% year-to-date.&nbsp;</p><p>Also see:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-reportedly-set-to-launch-ai-features-in-china-following-regulatory-approvals/cZxQ27SRBqq">Apple Reportedly Set To Launch AI Features In China Following Regulatory Approvals</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

A Lockheed Martin PAC-3 MSE Advanced Air Defense Missile.

Lockheed Martin’s (LMT) stock is eyeing its strongest week since mid-August as a $300 million Texas expansion boosts plans to ramp up missile production. CEO James Taiclet called defense demand “permanent,” betting on automation and increasing output to s

LMT Stock Tracks Best Week Since Mid-August: CEO Calls Defense Demand ‘Permanent’ As $300M Texas Expansion Takes Shape

Lockheed Martin aims to increase annual PAC-3 MSE missile production from about 600 to at least 2,000 over time. 

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