SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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

HSBCs bearish view on CoreWeave has amplified concerns about its debt-heavy data-center expansion, rising financing costs, and potentially slowing AI demand. Traders are split between buying the selloff and anticipating a short squeeze, and warning that credit and insider-selling risks could prolong the decline.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as crude swings on Middle East supply concerns, including reported tanker and energy-infrastructure attacks, while traders also weigh Ukrainian strikes on Russian oil assets. The community is split between expecting supply risks to keep oil elevated and betting that diplomacy, supply relief, or an overextended rally will bring a pullback.

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 tied by traders to weakening confidence in Trump and the approaching midterms, alongside concerns about the companys limited business fundamentals and Truth Social. The discussion is broadly bearish, though some traders view the decline as a possible short-term trading bounce.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products include diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly on May 10, 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

A European Medicines Agency committee recommendation for Lillys Foundayo obesity pill is fueling a breakout to fresh highs, with traders also focused on the upcoming earnings report. Bulls see the pill as expanding Lillys obesity-market reach, while skeptics question whether the gains will hold and point to competition from Novo Nordisk.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is drawing attention for a sharp rebound after a tech-led selloff, which traders link to unconfirmed reports of potential U.S.-Iran talks and easing oil prices. The community is split between viewing the move as a bullish reversal and warning it may be a bull trap amid persistent volatility and concerns about tech and AI stocks.

Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizers rebound toward a one-year high and the $30 level is driving discussion, with traders focused on whether the move can break through resistance. Some see momentum from a defensive-sector rotation and pipeline developments ahead of earnings, while others say the stock needs stronger news to sustain a breakout.

Rapport Therapeutics, Inc. engages in the discovery and development of transformational small molecule medicines for patients suffering from central nervous system disorders. It develops the RAP (receptor associated proteins) technology platform. The company was founded by Steven M. Paul and David Bredt in February 2022 and is headquartered in Boston, MA.

Rapport Therapeutics Inc.

Rapport Therapeutics Inc

Rapport Therapeutics is drawing attention after RAP-219 met the primary and secondary endpoints in a Phase 2 trial for acute bipolar mania. Traders are divided: bulls view the results as proof of concept and note plans for Phase 3, while skeptics question the modest efficacy and point to agitation and discontinuation concerns as the initial rally faded.

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 and outlook are drawing attention, with traders focusing on strong revenue growth, AI-related demand, and recurring royalties from its Vertical Power Delivery licensing business. The reaction is broadly bullish after the shares rise, though some traders question the valuation and weigh the earnings details against capacity constraints and uncertainty around how durable royalty revenue will be.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is caught in a sharp neocloud and AI-infrastructure selloff as traders weigh Gartners warning about the sectors economics and broader concerns over debt, funding, and project execution. The community is split between expecting further declines and buying an oversold dip; some cite the CEOs assurances about data-center financing, while others point to Horizon 2 delays and weak price action.

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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Ferrari vs. Porsche: Which Luxury Icon Leads the Road Ahead?

RACE benefits from unparalleled brand power and superior margins, whereas POAHY is dealing with near-term earnings challenges and a higher level of business concentration risk.

Stellantis Stock Joins Undervalued Premium Peers In Goldman’s ‘Attractive Value’ Call Despite Sector Turbulence

Equity

The firm highlighted sector pressures from Chinese competition, electric-vehicle momentum and tightening European Union rules.

Ferrari Q3 Strength Driven by Red-Hot Purosangue Demand

RACE's Q3 performance surged as the Purosangue SUV redefined exclusivity, fueling demand and strengthening margins.

Ferrari Stock Trots Back Up Premarket After Worst Day Ever: Retail Bulls Hold Their Conviction

The Italian luxury carmaker’s stock continues to trade at premium valuations despite the recent selloff. 

Xiaomi Takes On Porsche And Rolls-Royce With 24-Karat Gold EV Customization Push

Xiaomi has launched a luxury customization program for its SU7 Ultra electric sedan, offering gold badges, bespoke paint jobs, and premium trims to attract high-end buyers. 

Porsche Becomes The Latest Carmaker To Gain Access To Tesla Supercharger Network

Porsche owners will gain access to 23,500 Tesla superchargers in North America starting Tuesday. 


Ferrari's Purosangue SUV Emerges as a Core Growth Driver in Q2

Ferrari's Purosangue SUV proves central in Q2, driving deliveries while preserving exclusivity and fueling growth.

Macan boosts Porsche EV share to 36% in first half of 2025

Porsche shares up on higher EV deliveries in Q1 despite overall sales decline

Porsche to diversify investments after €20 billion loss on Volkswagen impairment

Investing.com --  Porsche  SE (ETR:PSHG_p) announced on Wednesday that it plans to broaden its investment portfolio and pursue greater diversification following a steep after-tax loss of 20 billion euros ($21.57 billion), driven by impairments on its stake in Volkswagen (ETR:VOWG_p). 

Porsche Automobil Holding SE engages in the development, manufacture, and trading of automobiles. It operates through the Core Investments and Portfolio Investments segments. The company was founded on March 1, 1973 and is headquartered in Stuttgart, Germany.

Porsche Automobil Holding SE - ADR

Bullish Sentiment

<ul class="summary-bullets"><li>Goldman Sachs began coverage of Stellantis with a ‘Neutral’ rating and said it shares the “attractive value” seen across undervalued premium automakers.</li><li>The firm highlighted sector pressures from Chinese competition, electric-vehicle momentum and tightening European Union rules.</li><li>BMW, Mercedes-Benz, Renault, Ferrari, Volkswagen, Porsche AG and Aston Martin Lagonda were all initiated with varying upside or downside expectations.</li></ul><p>Stellantis&nbsp;NV offers the same “attractive value” Goldman Sachs sees across Europe’s premium automakers, the bank’s research arm said as it initiated coverage of several carmakers during what it described as “tumultuous times” for the sector. Goldman began coverage of Stellantis with a ‘Neutral’ rating and a $10 price target, implying a 1.3% upside from the last close. The firm said Stellantis shares its valuation appeal, identifying the most undervalued areas of the European auto industry.</p><h2 class="st-heading-2"><strong>Goldman Flags Market Pressure&nbsp;</strong></h2><p>Goldman said European automakers face growing pressure as Chinese manufacturers expand globally and battery electric vehicle momentum accelerates. The firm added that European Union tariffs, currency swings, and tightening emissions rules are adding further strain. Goldman noted that BMW, Mercedes, Volkswagen and Renault now trade at negative industrial stub valuations, which it called “premature,” and said the premium segment remains the most undervalued part of the market.</p><h2 class="st-heading-2"><strong>Automakers Goldman Sees As Attractive Value Opportunities</strong></h2><p>Goldman highlighted several automakers that it believes offer meaningful upside. The company initiated BMW with a ‘Buy’ rating and a 112 euro price target, implying a 32% upside. Mercedes-Benz was also initiated with a ‘Buy’ rating and a 74 euro price target, representing a 30% upside. Goldman said it likes both BMW and Mercedes-Benz for their “healthy” balance sheets and “shareholder-friendly” capital allocation frameworks.</p><p>The bank initiated Ferrari with a ‘Buy’ rating and a $454 price target, giving the stock a 35% upside. Goldman said Ferrari’s higher-priced Special Series volumes support stronger selling prices and growth.</p><p>Goldman also said Renault offers the same “attractive value” seen across premium automakers. The firm began coverage with a ‘Neutral’ rating and a 36-euro price target, implying a 5% upside.&nbsp;</p><h2 class="st-heading-2"><strong>Automakers Goldman Views More Cautiously</strong></h2><p>Goldman initiated coverage of Volkswagen with a ‘Neutral’ rating and a 106-euro price target, giving it a 12% upside. Porsche AG was also initiated at a ‘Neutral’ rating with a 46 euro price target, representing a 29% upside.</p><p>Aston Martin Lagonda received a ‘Neutral’ rating and a 61-pound price target, which reflects a 1% downside. The bank’s research arm highlighted structural concerns over Aston Martin’s balance sheet.</p><h2 class="st-heading-2"><strong>Stocktwits Traders Back Stellantis, BMW, Renault&nbsp;</strong></h2><p>On Stocktwits, automakers including Stellantis, BMW, Mercedes-Benz, and Renault all saw ‘bullish’ sentiment, though message volume was ‘high’ for Stellantis, ‘normal’ for BMW and Renault, and ‘low’ for Mercedes-Benz.</p><p>Porsche AG and Aston Martin Lagonda each recorded ‘neutral’ sentiment, with Porsche seeing ‘low’ message volume while Aston Martin registered ‘normal’ activity. Among the outliers, Ferrari drew ‘bearish’ sentiment on ‘low’ message volume, while Volkswagen saw ‘extremely bearish’ sentiment, also amid ‘low’ message volume.</p><p>So far this year, performance across U.S.-listed European automakers has been mixed.&nbsp;<a href="https://stocktwits.com/symbol/STLA">Stellantis</a> is down 19%, Renault is down 15%, Ferrari is down 8%, and Aston Martin Lagonda is down 38%. Meanwhile, several peers have gained ground, with&nbsp;<a href="https://stocktwits.com/symbol/BMWYY">BMW</a> up 25%,&nbsp;<a href="https://stocktwits.com/symbol/MBGAF">Mercedes-Benz</a> up 26%,&nbsp;<a href="https://stocktwits.com/symbol/VLKAY">Volkswagen</a> up 26% and&nbsp;<a href="https://stocktwits.com/symbol/POAHY">Porsche</a> up 14% year to date.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

A view of the historical FIAT plant in Turin, Italy. (Photo by Mauro Ujetto/NurPhoto via Getty Images)

Aston Martin Lagonda Global Holdings Plc

BMW (Bayerische Motoren Werke AG)

Mercedes-Benz Group AG

PORSCHE AUTOMOB/ADR

Ferrari N.V.

Renault SA

Stellantis N.V

Volkswagen AG

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