SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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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Top Research Reports for UnitedHealth, ServiceNow & 3M

UnitedHealth, ServiceNow and 3M feature in today's top research reports, with AI-driven growth, operational gains and cost pressures shaping their outlooks.

ServiceNow vs. Workday: Here's What Revenue Growth Trends Between These Software Companies Tell Investors

Key PointsServiceNow demonstrates stronger overall revenue generation than Workday, leading the comparison in every consecutive quarter over the last two years...

ServiceNow Has a $30 Billion-Plus 2030 Target. Can It Get There?

ServiceNow (NYSE: NOW) aims to become the execution layer connecting AI agents to enterprise data, permissions, and workflows. AI adoption is already generating meaningful contract value, but competition and valuation create a demanding test. The long-term opportunity depends on...

Here's Why ServiceNow (NOW) Fell More Than Broader Market

In the most recent trading session, ServiceNow (NOW) closed at $141.34, indicating a -4.87% shift from the previous trading day.

ServiceNow Stock Trending: Employees Build AI Agents with Nvidia Oversight

ServiceNow is trending Friday after rolling out new EmployeeWorks AI capabilities and an Nvidia-backed AI Passport for AI agent governance.read more...

CrowdStrike vs. ServiceNow: Comparing Revenue Trends Between These Growing Software Giants

Key PointsServiceNow currently generates higher overall revenue than CrowdStrike, establishing a clear lead in each of the past eight quarters while both operations steadily scale their top-line results in a predictable upward trajectory...

Noteworthy Thursday Option Activity: NOW, WOLF, CRVS

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in ServiceNow Inc (Symbol: NOW), where a total of 96,914 contracts have traded so far, representing approximately 9.7 million underlying shares. That amounts to about 91.6...

Better High-Growth Software Stock for 2026: Figma vs. ServiceNow

Key PointsFigma dominates the collaborative design space with a growing suite of tools connecting designers and developers...

ServiceNow advances its operational harness for enterprise AI with AI Passport and expanded governance capabilities

ServiceNow (NYSE: NOW), the Super Intelligence Control Tower for business reinvention, today announced a new AI Passport solution and significant advances in AI governance to help ensure AI agents are production-ready by combining runtime governance, platform integration, and comprehensive...

ServiceNow introduces the third generation of its employee-centric AI harness so the workforce can build and use the AI their jobs demand

ServiceNow (NYSE: NOW), the Super Intelligence Control Tower for business reinvention, today announced major advances to ServiceNow EmployeeWorks that give employees the ability to build the AI agents their jobs demand. These agents can complete daily tasks without human intervention and enable...

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

Premarket Movers: DELL Slides After Barclays Downgrade, NOW And GOOGL Rise On Analyst Updates

Equity

Bullish Sentiment

<ul class="summary-bullets"><li>Dell Technologies fell over 3% premarket after Barclays cut its rating from Overweight to Equal Weight and lowered its price target.</li><li>ServiceNow gained nearly 1% after Citi raised its price target, while maintaining a Buy rating.</li><li>Alphabet rose about 1% after UBS raised its price target while keeping a Neutral rating.</li></ul><p>Dell Technologies (DELL) shares fell in premarket trading on Wednesday after Barclays downgraded the stock, citing elevated valuations and a lack of meaningful acceleration in AI-driven demand. Meanwhile, ServiceNow (NOW) gained after Citi raised its price target ahead of the company’s third-quarter results, while Alphabet (GOOGL) edged higher after UBS modestly increased its target and maintained a Neutral rating.</p><h2 class="st-heading-2">Barclays Turns Cautious On DELL</h2><p>DELL shares dropped more than 3% before the opening bell after&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/hpe-dell-ntap-stocks-downgraded-barclays-sees-no-meaningful-ai-inflection/cZxfmk2RBp8">Barclays lowered its rating</a> to ‘Equal Weight’ from ‘Overweight’ and cut its price target to $574 from $603.</p><p>The firm said it was taking a more cautious view of IT hardware companies with greater exposure to enterprise spending. Barclays pointed to significantly higher valuations and revenue support from commodity costs, while noting that it did not see a meaningful AI-driven inflection yet. The firm downgraded three companies in the group, according to The Fly.</p><p>Separately, SK Group Chairman Chey Tae-won&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sk-group-chief-reportedly-sells-406-m-stake-to-michael-dell-s-family-office-amid-divorce-settlement/cZxf1HERBpm">agreed</a> to sell a 1.34% stake in the South Korean conglomerate’s holding company to an investment fund affiliated with Dell founder Michael Dell for $406 million, according to a news report.&nbsp;</p><h2 class="st-heading-2">Citi Raises NOW Price Target</h2><p>NOW stock gained nearly 1% in premarket trading after Citi raised its price target to $170 from $154 and maintained its ‘Buy’ rating. Citi said its confidence in ServiceNow’s upcoming third-quarter report had improved following channel checks. Its fieldwork pointed to a modest improvement in sentiment, particularly around the company’s new AI products and federal business.</p><p>The company has&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dow-futures-rise-nasdaq-subdued-premarket-ahead-of-inflation-data-asml-mu-skhy-tsla-bac-lqda-gme-iren-stocks-in-focus/cZxfS2RRBpN">denied reports</a> that it was looking to acquire AI customer-service startup Decagon.</p><h2 class="st-heading-2">UBS Nudges GOOGL Target Higher</h2><p>GOOGL shares rose about 1% before the opening bell after UBS raised its price target to $380 from $379 and maintained a Neutral rating.</p><p>The firm said concerns about potential disruption from ChatGPT advertising and greater AI integration into Google Search had eased. However, UBS did not see a near-term catalyst to prompt a more positive view of the stock.</p><h2 class="st-heading-2">DELL, NOW, GOOGL Stocks: Stocktwits Retail Sentiment</h2><p>On Stocktwits, retail sentiment toward Dell was ‘bearish,’ unchanged over the past 24 hours, while message volume was ‘low’ at the time of writing.&nbsp;<a href="https://stocktwits.com/symbol/DELL">DELL stock</a> has surged nearly 350% year-to-date.</p><p>ServiceNow also had ‘bearish’ retail sentiment, with message volume being at ‘normal’ levels.&nbsp;<a href="https://stocktwits.com/symbol/NOW">NOW shares</a> have fallen more than 9% since the start of the year.</p><p>Alphabet’s retail sentiment was ‘bearish,’ with ‘low’ message volume on Stocktwits.&nbsp;<a href="https://stocktwits.com/symbol/GOOGL">GOOGL stock</a> has gained nearly 14% year to date.</p><p>Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dan-ives-ai-bull-case-extends-to-south-korea-with-a-9000-kospi-target-and-2027-stock-picks/cZxfmWwRBpF">Dan Ives’ AI Bull Case Extends To South Korea – With A 9,000 KOSPI Target And 2027 Stock Picks</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In this photo illustration, a person holds a smartphone displaying the logo of ServiceNow Inc. 

ServiceNow gets a boost from improving AI and federal-business checks, while UBS nudges its Alphabet target higher but sees no near-term catalyst.

Dell Technologies Inc

Alphabet Inc - Ordinary Shares - Class C

Alphabet Inc Class A

$GOOGL / $GOOG

$TSLA

$NOW

$IBM

Alphabet, Tesla, ServiceNow, and IBM all report earnings after the close today. Which earnings release will you be watching the closest? Vote and explain your reasoning in the comments.

Which earnings release after the close today are you most excited for: $GOOGL, $TSLA, $NOW, or $IBM? 
 
Drop a comment for other companies that are reporting.

Current Price	$145.36
Prev Close	$141.97
Open	$141.09
Dividend Yield	0.00%
50-Day Moving Average	$135.26
Beta	1.20
Avg. Volume	12.71M
PE Ratio	90.78

52-Week High	$192.97
52-Week Low	$81.24
Market Capitalization	$150.3B
EPS (Annual)	$1.67
Price to Book	12.01
Revenue Per Employee	$454,928.56

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