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 climbs amid reported tanker and energy-infrastructure attacks and fears of supply disruption around the Strait of Hormuz, with Ukraines strikes on Russian oil facilities adding to supply concerns. Traders are divided between those betting on further gains from persistent risks and those expecting a pullback if tensions ease, while some warn the rally looks crowded or overextended.

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

Discussion centers on GameStops warrants nearing their stated expiration: with shares below the exercise price, traders debate whether they will expire worthless or whether Ryan Cohen will extend or otherwise change the terms. Some view non-exercise as avoiding dilution, while warrant holders and skeptical shareholders worry about losses and criticize the lack of a company catalyst; attention also remains on whether shares can hold technical support.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

Hot inflation readings and rising-yield concerns have pressured rate-sensitive small caps, with traders highlighting IWMs breakdown and heavy demand for puts. The community is split between expecting further downside and looking for an oversold bounce near support.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A tech-led relief rally after a sharp AI-related selloff has put QQQ in focus, with traders debating whether the volatile rebound signals recovery or is a temporary bounce. Upcoming megacap earnings are a key test, while concerns about AI infrastructure spending and weak market breadth sustain bearish views.

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 drawing attention amid a semiconductor and AI-stock selloff, with traders citing concerns about AI infrastructure financing and Hock Tans warnings about capital constraints, as well as backlash to his casino remarks. The 10-year NTT DOCOMO VMware agreement is seen as positive by some, but debate remains split between bearish concerns about AVGOs weak performance and dip-buying optimism.

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.

Lam Research is drawing attention ahead of its earnings report, with traders focused on whether AI- and memory-driven equipment demand will support strong results and guidance. The discussion also centers on a rebound after a steep semiconductor-sector pullback, with dip buyers watching support while others remain cautious about volatility and the earnings reaction.

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-neocloud selloff tied to concerns about financing the data-center buildout and whether future returns will justify the spending; traders are debating whether its rebound is a durable recovery or a short-lived bounce. Some argue Nebius is better positioned than more debt-heavy peers, while others remain cautious about funding, cash flow and continued selling pressure.

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 is drawing attention after a steep selloff to post-IPO lows, with traders citing staged lockup expirations and insider share sales as added selling pressure alongside a TD Cowen price-target cut. The bearish debate centers on OpenAI customer concentration and the companys ability to scale, while bulls point to its AI-chip technology and argue the shares are oversold.

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 record lows is being linked by traders to weakening support for Trump ahead of the midterms, with many voicing bearish views and pointing to Truth Socials limited engagement and the companys weak business fundamentals. A smaller bullish contingent views the selloff as a buying opportunity and cites the planned TAE Technologies merger.

Hewlett Packard Enterprise Co. is a global edge-to-cloud company, which engages in the provision of information technology, technology and enterprise products, solutions, and services. It operates through the following segments: Server, Hybrid Cloud, Intelligent Edge, Financial Services, and Corporate Investments and Other. The Server segment consists of general-purpose servers for multi-workload computing and workload-optimized servers to deliver the performance and value for demanding applications, and integrated systems comprised of software and hardware designed to address high-performance computing and supercomputing, artificial intelligence, data analytics, and transaction processing workloads for government and commercial customers globally. The Hybrid Cloud segment is involved in a variety of cloud-native and hybrid solutions across storage, private cloud, and the infrastructure software-as-a-service space. The Intelligent Edge segment offers wired and wireless local area networks, campus, branch, and data center switching, software-defined wide-area-networks, private and public cellular network software, network security, and associated services that enable secure connectivity for businesses of any size. The Financial Services segment provides investment solutions, such as leasing, financing, IT consumption, utility programs, and asset management services for customers that facilitate technology deployment models and the acquisition of complete IT solutions, including hardware, software, and services from Hewlett Packard Enterprise and others. The Corporate Investments and Other segment includes the Advisory and Professional Services business, which primarily offers consultative-led services, HPE and partner technology expertise and advice, implementation services, as well as complex solution engagement capabilities, the Communications and Media Solutions business, which primarily offers software and related services to the telecommunications industry, and Hewlett Packard Labs, which is responsible for research and development. The company was founded by William R. Hewlett and David Packard on July 2, 1939 and is headquartered in Spring, TX.

Hewlett Packard Enterprise Co

HPE is drawing attention after a sharp selloff alongside enterprise-hardware peers, following Barclays downgrade and concerns that AI-related revenue gains may reflect higher hardware prices more than accelerating demand. Traders are split between viewing the decline as an overreaction and buying opportunityciting AI-server and networking prospectsand worrying that valuations and growth expectations have run ahead of fundamentals.

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Barclays downgraded Dell, HPE, and NetApp on concerns that enterprise AI adoption is lagging...

HPE, DELL, NTAP Stocks Downgraded, Barclays Sees No ‘Meaningful AI Inflection’ 

Equity

Barclays downgraded Dell Technologies, Hewlett Packard Enterprise and NetApp to ‘Equal Weight’ from ‘Overweight’.


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WDC's 44% revenue surge, fueled by cloud demand, AI-driven storage needs and favorable pricing, raises questions about growth sustainability in FY27.

NetApp, Inc. engages in the provision of software, systems, and services to manage and share data on-premises. The firm also offers private and public clouds worldwide. It operates through the Hybrid Cloud and Public Cloud segments. The Hybrid Cloud segment provides a data storage portfolio for storage management and infrastructure solutions. The Public Cloud segment refers to a portfolio of products delivered primarily as-a-service. The company was founded by David Hitz, James K. Lau, and Michael Malcolm in April 1992 and is headquartered in San Jose, CA.

Netapp Inc

Extremely Bearish Sentiment

<ul class="summary-bullets"><li>Analyst Tim Long cut his price target on HPE to $77 from $83 and on Dell to $574 from $603, while maintaining his $219 target on NetApp.</li><li>Barclays said it was taking a more cautious approach to IT hardware stocks tied to enterprise spending.</li><li>It noted that higher commodity costs have supported revenue but a meaningful AI-driven growth inflection has yet to emerge.</li></ul>Dell Technologies (DELL), Hewlett Packard Enterprise Co. (HPE) and NetApp (NTAP) stocks fell in pre-market trade on Wednesday after being downgraded by Barclays on valuation concerns and lack of meaningful artificial intelligence (AI) driven growth.Analyst Tim Long lowered Barclays’ rating on all three to ‘Equal Weight’ from ‘Overweight’. He cut the price target on HPE to $77 from $83 and on Dell to $574 from $603. Long maintained Barclays’ $219 price target on NetApp.In a note to investors cited by TheFly, Barclays said it is taking a more cautious approach on IT hardware stocks "that are more aligned with enterprise spending." It noted that while valuations have moved up significantly and commodity costs have helped revenues, "we don't see a meaningful AI inflection yet," the analyst wrote.&nbsp;<a href="https://stocktwits.com/symbol/HPE">HPE stock</a> fell nearly 4% in the pre-market trade, while&nbsp;<a href="https://stocktwits.com/symbol/NTAP">NTAP</a> and&nbsp;<a href="https://stocktwits.com/symbol/DELL">DELL</a> shares fell nearly 3%. On Stocktwits, retail sentiment around HPE and DELL continued to trend in ‘bearish’ territory over the past day. Sentiment around NTAP joined the cohort, dropping to ‘bearish’ from the ‘neutral’ zone over the past day.&nbsp;DELL stock was also among the top trending tickers on Stocktwits at the time of writing.<h2 class="st-heading-2">Barclays Targets Point To Limited Upside For HPE, Dell</h2>The downgrades come after substantial gains in all three stocks over the past year. HPE stock has climbed about 177%, while Dell stock has gained approximately 273%. NetApp shares have advanced around 101%.According to Koyfin data, HPE has a 12-month average analyst price target of $72.03, implying 4.6% upside potential from its current price of $68.81.&nbsp;Dell’s average target of $594.16 suggests 3.8% upside from $572.47. NetApp, however, trades above its average target of $211.69, implying 11.4% downside from $239.01.Barclays’ revised price targets paint a more cautious picture for HPE and Dell. Its $77 target for HPE implies 11.9% upside from Tuesday’s close, while its $574 target for Dell offers just 0.3% upside. For NetApp, Barclays’ unchanged $219 target implies 8.4% downside, less harsh than the Wall Street average.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dan-ives-says-semiconductor-sell-off-is-way-overdone-nvda-mu-skhy-sndk-stocks/cZxBWE1RBoV">Dan Ives Says Semiconductor Sell-Off Is ‘Way Overdone’ As AI Spending Fears Rattle NVDA, MU, SKHY, SNDK</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A view of the logo of the American company Dell at the Mobile World Congress 2024. (Photo by Ramon Costa/SOPA Images/LightRocket via Getty Images)

Dell Technologies (DELL), Hewlett Packard Enterprise Co. (HPE) and NetApp (NTAP) stocks fell in pre-market trade on Wednesday after being downgraded by Barclays on valuation concerns and lack of meaningful artificial intelligence (AI) driven growth.

HPE, DELL, NTAP Stocks Downgraded, Barclays Sees No ‘Meaningful AI Inflection’

Dell Technologies Inc

Technology Select Sector SPDR Fund

$SPCX

$NFLX

$TSLA

$META

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Current Price	$207.37
Prev Close	$203.80
Open	$206.96
Dividend Yield	1.91%
50-Day Moving Average	$202.40
Beta	1.29
Avg. Volume	2.64M
PE Ratio	29.27

52-Week High	$240.87
52-Week Low	$93.69
Market Capitalization	$40.03B
EPS (Annual)	$6.35
Price to Book	27.19
Revenue Per Employee	$591,709.40

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