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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 concerns that Middle East tensions and attacks on shipping and energy infrastructure could disrupt supply. Traders are divided between expecting further gains from the supply-risk premium and betting that diplomacy, easing tensions, or an overextended rally could pull prices back.

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 after a sharp selloff across AI infrastructure and neocloud stocks, fueled by worries about financing costs, debt, and whether AI buildout spending will earn adequate returns. Traders are split on whether the oversold rebound signals stabilization or is a bull trap, with some arguing Nebius is better positioned than more debt-heavy peers.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

Small caps are under pressure amid hotter inflation readings and concerns that interest rates may stay higher, with traders noting the Russell 2000s sensitivity to borrowing costs and its technical weakness. Some see oversold conditions and sector rotation as support for a rebound, while others expect further downside if key support fails.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MSCIs new index rules have raised the possibility that Strategy could be removed from major benchmarks, fueling concerns about forced passive-fund selling and adding pressure amid Bitcoin volatility. Traders are split between expecting further downside and buying the dip, with dilution and the companys preferred-stock buyback strategy also drawing criticism; removal has not been confirmed.

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 shareholder warrants are nearing expiration is driving attention, with traders focused on whether the shares can rise above the exercise price before the deadline. Bears expect the warrants to expire worthless, avoiding dilution, while bulls speculate that Ryan Cohen may take action to lift the stock or extend the deadline.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia is drawing attention amid a volatile rebound after a sharp semiconductor selloff, as traders debate whether AI infrastructure spending can generate sufficient returns and whether debt risks at companies such as CoreWeave signal broader trouble. Bears see more downside if capex and financing concerns persist, while bulls view the pullback as overdone and expect upcoming earnings and guidance to reinforce AI-chip demand.

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 linked to concerns about Trumps political standing ahead of the midterms and doubts about the companys business prospects, including Truth Social engagement. The discussion is overwhelmingly bearish, though some traders see a potential bounce or short squeeze.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is caught in a broader semiconductor and AI-stock selloff, with traders questioning whether AI infrastructure spending can be financed and generate sufficient returns; some also say CEO Hock Tans casino remarks hurt sentiment. The discussion is split between bears focused on AVGOs weak performance versus chip peers and dip-buyers citing AI demand and the NTT DOCOMO VMware agreement.

The Coca-Cola Co. engages in the manufacturing and marketing of non-alcoholic beverages. It operates through the following segments: Europe, Middle East and Africa, Latin America, North America, Asia Pacific, Global Ventures, and Bottling Investments. The company was founded by Asa Griggs Candler on May 8, 1886 and is headquartered in Atlanta, GA.

Coca-Cola Co

KFCs planned switch from Pepsi to Coca-Cola beverages across its U.S. restaurants is drawing attention, with traders viewing the deal as a competitive win for KO and debating whether the rally can continue. The conversation also highlights KOs defensive relative strength amid tech weakness, alongside concerns that the shares look extended.

Celestica, Inc. engages in the provision of supply chain solutions globally to equipment manufacturers and service providers. It operates through the Advanced Technology Solutions (ATS) and Connectivity and Cloud Solutions (CCS) segments. The ATS segment includes aerospace and defense, industrial, smart energy, health tech, and capital equipment businesses. The CCS segment consists of enterprise communications, telecommunications, servers, and storage businesses. The company was founded in 1994 and is headquartered in Toronto, Canada.

Celestica, Inc. - Ordinary Shares (Subordinate Voting)

Celestica, Inc.

A sharp, volatile pullback has investors focused on whether CLS can hold support, with some traders buying the dip while others expect further declines. The selloff is being weighed against optimism about AI-infrastructure demand and an upcoming earnings report, though traders disagree on whether that optimism is already priced in.

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Lam Research is in focus ahead of its quarterly earnings report, with traders watching whether AI- and memory-driven equipment demand will support strong results and guidance. The discussion mixes dip-buying after a steep pullback with caution about valuation, sector volatility, and whether the stock can sustain a rebound.

LRCX to Report Q1 Earnings: Should You Buy, Hold or Sell the Stock?

Lam Research gears up for Q1 earnings, with surging AI and memory chip demand, rising DRAM spending and advanced packaging technologies expected to fuel growth.

Lam Research Could Swing $28.6 Billion After Earnings

Discover 9 stocks with the biggest options-implied earnings moves, led by Spotify at 9.31%, as investors prepare for key quarterly results.read more...

Lam Research (LRCX) Q1 Earnings Preview: What You Should Know Beyond the Headline Estimates

Beyond analysts' top-and-bottom-line estimates for Lam Research (LRCX), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended September 2026.

Lam Research Stock Hits Longest Losing Streak Ever: Are There Buyers Around?

Lam Research stock is on track for a ninth straight loss, a first since 1984. Benzinga's 22 analysts see a $346 average target and 26% upside.read more...

This semiconductor stock is not for the faint of heart. Here's why I see opportunity

Lam Research shares have pulled back from their June high as AI demand boosts chipmaking equipment, memory and advanced packaging...

Lam Research (LRCX) Dips More Than Broader Market: What You Should Know

Lam Research (LRCX) reached $286.92 at the closing of the latest trading day, reflecting a -4.71% change compared to its last close.

Wall Street Analysts See a 25.6% Upside in Lam Research (LRCX): Can the Stock Really Move This High?

The consensus price target hints at a 25.6% upside potential for Lam Research (LRCX). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

If You Invested $1000 In Lam Research Stock 10 Years Ago, You Would Have This Much Today

Lam Research (NASDAQ:LRCX) has outperformed the market over the past 10 years by 27.32% on an annualized basis producing an average annual return of 41.11%. Currently, Lam Research has a market capitalization of $399.00read more...

Brokers Suggest Investing in Lam Research (LRCX): Read This Before Placing a Bet

The average brokerage recommendation (ABR) for Lam Research (LRCX) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

Jim Cramer Calls Kulicke & Soffa 'Terrific,' But Prefers These 2 Chip Equipment Stocks

Cramer favors Lam Research and Applied Materials over Kulicke & Soffa, urges moving on from Flagstar, and recommends Intel over STMicroelectronics.read more...

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia, and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Lam Research Corp.

LCRX Stock: Morgan Stanley Raises Price Target, Sees 50% Shipment Growth In 2026

Equity

Bullish Sentiment

<ul class="summary-bullets"><li>Morgan Stanley raised its Lam Research price target and maintained an ‘Overweight’ rating.</li><li>The firm expects a “solid” December-quarter beat from Lam Research.</li><li>Lam’s system-shipment growth is forecast at 47% in 2027.</li></ul><p>Lam Research (LRCX) is heading into its next earnings report with Wall Street increasingly bullish on the semiconductor-equipment cycle.</p><p>On Monday, Morgan Stanley raised its price target to $385 from $367 while maintaining an ‘Overweight’ rating, citing increased confidence in the durability of the company's leading logic share gains.</p><p>According to TheFly, analyst Shane Brett said the firm is "more confident than ever" that those gains can persist and expects Lam to deliver a "solid" December-quarter beat. The firm also raised its system-shipment growth forecasts to 50% for calendar 2026 and 47% for 2027.</p><p>At the time of this writing, <a href="https://stocktwits.com/symbol/LRCX">LCRX stock</a> was trading 1% down in Monday’s premarket session.</p><h2 class="st-heading-2">Lam Heads Into Earnings With Revenue Momentum</h2><p>Lam entered the current quarter after reporting record June-quarter revenue of $6.72 billion, up 15% sequentially. Systems revenue rose to $4.25 billion from $3.73 billion in the March quarter.</p><p>For the September quarter, the company guided revenue to $8.10 billion. At the midpoint, that would represent roughly 20% sequential growth.</p><p>The company also guided non-GAAP gross margin to 52% and operating margin to 39.5%.</p><h2 class="st-heading-2">Foundry Spending Supports Systems Growth</h2><p>Lam’s fiscal 2026 revenue rose 26% to $23.23 billion, while systems revenue increased nearly 30% to $14.89 billion. The company said higher spending from foundry-equipment customers drove the increase in systems revenue.</p><p>Foundry accounted for 44% of June-quarter systems revenue, while logic and other customers contributed 10%. Dynamic random-access memory (DRAM) and non-volatile memory each represented 23%.</p><p>Lam is scheduled to report its September-quarter results on Oct. 21, providing the next read on demand and the setup heading into the December quarter that Morgan Stanley expects to be “strong”</p><h2 class="st-heading-2">What Retail Thinks About&nbsp; LRCX Stock</h2><p>On Stocktwits, retail sentiment around LRCX stock continues to remain ‘bearish’.</p><figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_10_05_161519_b618bff220.png" alt="Screenshot 2026-10-05 161519.png" width="825" height="452"><figcaption>LRCX stock retail sentiment on October 5 as of 7:00 a.m. ET | Source: Stocktwits</figcaption></figure><p>So far this year, LRCX stock has rallied nearly 88%. In comparison, the VanEck Semiconductor ETF (<a href="https://stocktwits.com/symbol/SMH">SMH</a>), and the State Street Technology Select Sector SPDR ETF (<a href="https://stocktwits.com/symbol/XLK">XLK</a>), which hold the stock, have risen around 69% and 38%, respectively, over the same period.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

The Lam Research Corporation logo appears on a smartphone screen in this illustration photo in Reno, United States, on December 17, 2024. (Photo by Jaque Silva/NurPhoto via Getty Images)

Lam Research (LRCX) is heading into its next earnings report with Wall Street increasingly bullish on the semiconductor-equipment cycle.

LCRX Stock: Morgan Stanley ‘More Confident Than Ever’ On Lam’s Logic Share Gains

According to TheFly, Morgan Stanley expects Lam Research’s leading logic-share gains to continue as it raises shipment-growth estimates and looks for a solid December quarter.

VanEck Semiconductor ETF

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

LRCX Stock Price Today - Lam Research Corp News, Charts, Retail Sentiment

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Investors are weighing aggressive 58% growth estimates against a lack of safety margin as the critical fiscal report approaches.

Traders are highlighting RSI levels near 30 and recent price dips as a prime opportunity to buy into this sector leader.

Debate intensifies over whether AI-driven equipment demand creates a long-term supply constraint or risks inflationary overheating.

Technicians are closely watching the $263–$267 range, labeling repeated bounces as potential bear traps before a major move.

Current Price	$272.20
Prev Close	$263.94
Open	$275.16
Dividend Yield	0.27%
50-Day Moving Average	$308.32
Beta	2.28
Avg. Volume	9.31M
PE Ratio	47.22

52-Week High	$438.50
52-Week Low	$135.50
Market Capitalization	$330.3B
EPS (Annual)	$5.76
Price to Book	27.31
Revenue Per Employee	$997,111.16

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