SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceXs Q3 earnings beat expectations, with traders highlighting rapid growth in its AI-computing business and Starlink. Bulls celebrated the results and ambitious growth outlook, while skeptics questioned the valuation and heavy infrastructure spending and noted the stocks muted reaction.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflixs quarterly results were broadly solid, but softer forward guidanceincluding a reduced advertising outlook and lower expected cash flowhas driven a sharp post-earnings selloff amid concerns about slowing growth. Traders are split between expecting further downside and viewing the drop as an overreaction to guidance despite the earnings beat.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micros preliminary quarterly update sharply raised its revenue outlook and projected higher gross margins, citing AI-platform demand. Traders largely welcomed the surprise as evidence of strong AI-server demand and a possible boost to the broader AI trade, while others questioned whether the gains would hold amid persistent concerns about management, execution, and volatile price action.

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

Reports of large Chinese orders for Nvidias export-compliant RTX PRO 5500 GPUs are fueling discussion, with traders pointing to strong demand but noting supply constraints and uncertainty over how much Nvidia can deliver. The stocks muted response has frustrated bulls, while others remain cautious amid broader concerns about AI spending, financing risks and recent weakness in chip stocks.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS is drawing attention as traders anticipate the 80th death event that triggers final analysis of its Phase 3 REGAL trial of GPS; the last disclosed count was 78, and the event has not been confirmed in the discussion. The CEOs next chapter remarks have also fueled speculative buyout talk, while others caution that the sharp price moves have occurred without new clinical results.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is drawing attention ahead of its Q3 earnings report, with traders weighing the recent rebound against concerns about margins and whether results or guidance can justify high expectations. Speculative SpaceX merger chatter adds to the discussion, while views remain split between a continued rally and a post-earnings pullback.

Intuitive Surgical, Inc. engages in the provision of robotic-assisted surgical solutions and invasive care through a comprehensive ecosystem of products and services. Its products include Da Vinci Surgical and Ion Endoluminal systems. The company was founded by Frederic H. Moll, John Gordon Freund, and Robert G. Younge in November 1995 and is headquartered in Sunnyvale, CA.

Intuitive Surgical Inc

ISRG is in focus after a strong Q3 earnings beat was met with a sharp selloff, as traders weighed a proposed antitrust settlement and a narrower full-year da Vinci procedure-growth outlook. Some see the reaction as excessive given continued business growth, while others view the outlook and settlement as reasons for caution.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intels volatile rebound after a sharp semiconductor selloff has drawn attention to JPMorgans upgrade to Neutral and the companys turnaround prospects. Bulls point to potential foundry wins and improving execution, while skeptics question the valuation and durability of the bounce; earnings are also in focus.

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 being swept up in a sharp selloff across AI infrastructure and neocloud stocks, as traders worry that heavy data-center spending, debt and financing costs may outpace returns; CoreWeaves debt concerns and Gartners warning about neocloud consolidation add to the pressure. Bulls argue Nebius has stronger finances and can benefit from sustained demand for AI compute, while bears question whether the buildout can be funded profitably; traders are also watching upcoming earnings and hyperscaler capex commentary.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

IWM is drawing attention after a small-cap rebound amid rotation away from tech, with traders pointing to easing yields and reports of a possible U.S.Iran deal that helped lift broader markets. The deal remains unconfirmed, and the community is split between seeing a relief rally and viewing the move as a fragile, headline-driven bounce.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Microsoft Corporation

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

DPZ Stock Eyes Best Month In Over A Year: TD Cowen Sees More Upside From Traffic Growth But Flags Franchise Challenges 

Equity

TD Cowen increased its price target on Domino’s Pizza, citing strong order growth despite ticket pressures. 


EA Series Trust - Astoria US Equal Weight Quality Kings ETF

Neutral Sentiment

<ul class="summary-bullets"><li>TD Cowen raised its price target on Domino's to $310 from $295 while reiterating a Hold rating.</li><li>The firm sees new menu launches and the CEO transition supporting second-half results, but warns of risk to franchise margins.&nbsp;</li><li>Outgoing CEO Russell Weiner said growing order volume remains central to Domino's long-term strategy.</li></ul>Domino’s Pizza Inc. (DPZ) stock is heading toward its strongest monthly performance in more than a year as renewed investor optimism around traffic growth and sales momentum meets a cautious Wall Street outlook.&nbsp;<h2 class="st-heading-2">TD Cowen Lifts Domino’s Price Target&nbsp;</h2>TD Cowen raised its price target for Domino’s Pizza to $310 from $295 while maintaining a ‘Hold’ rating on the stock, following a stronger-than-anticipated&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/domino-s-ceo-russell-weiner-touts-q2-order-growth-while-industry-struggled-our-scale-and-competitive-position-have-never-been-stronger/cZZiR74R7uL">customer</a> traffic during the company’s fiscal second quarter (Q2), along with confirmation of its full-year same-store sales expectations.The analyst noted that while Domino’s continues to benefit from strong customer demand, challenges remain around slower gains in average order value and pressure on franchisee profitability. These issues, according to the analyst, could influence investor sentiment as the company works through the rest of the year.&nbsp;Upcoming menu launches and leadership changes are expected to play an important role in shaping Domino’s performance in the second half of the year. In June, Domino's announced that its U.S. President, Joe Jordan, will succeed Russell Weiner as CEO in October.&nbsp;<a href="https://stocktwits.com/symbol/DPZ">Domino’s Pizza stock&nbsp;</a>edged 0.3% higher overnight, heading into Tuesday. The stock is on track for its best month since November 2024.&nbsp;<h2 class="st-heading-2">Order Growth Remains Domino's North Star&nbsp;</h2>Domino’s outgoing CEO Russell Weiner used the Q2 earnings call to reinforce a long-term strategy centered on growing customer orders, explaining that transaction growth remains the strongest indicator of sustained expansion despite a challenging environment for the quick-service restaurant industry.“Order counts drive long-term success. Order counts matter because they fuel growth for both the brand and our franchisees. The winners in QSR over time are the brands that can grow order counts while driving healthy ticket through disciplined pricing.”&nbsp;Weiner also highlighted continued momentum through third-party delivery platforms, saying Domino’s has strengthened its presence on Uber (UBER) and DoorDash (DASH).Although customer traffic exceeded expectations, Weiner acknowledged that Q2 same-store sales fell short of internal forecasts due to disappointing average ticket growth. He attributed much of the weakness to the product mix and marketing execution rather than to macroeconomic conditions, and added that the company’s premium pizza campaign failed to resonate as expected after the successful rollout of Stuffed Crust Pizza a year earlier.<h2 class="st-heading-2">DPZ Stock: Retail Traders View&nbsp;</h2>On Stocktwits, retail sentiment around the stock improved to ‘extremely bullish’ from ‘neutral’ territory the previous day with a 1,500% jump in message volume over the last 24 hours.&nbsp;A user&nbsp;<a href="https://stocktwits.com/trade2profit/message/659512427">said</a>, “<a href="https://stocktwits.com/symbol/DPZ">$DPZ</a> this is #1 thing AI cannot touch.”DPZ stock has declined 21% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-signs-orders-on-aluminum-and-defense-supply-chains-aa-kalu-cenx-mp-stocks-in-focus/cZZikEER7H9">Trump Signs Orders On Aluminum And Defense Supply Chains — AA, KALU, CENX, MP Stocks In Focus</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a smartphone displays the logo of Domino's Pizza, Inc. 

Domino’s Pizza Inc. (DPZ) stock is heading toward its strongest monthly performance in more than a year as renewed investor optimism around traffic growth and sales momentum meets a cautious Wall Street outlook.&nbsp;

Dominos Pizza Inc

Global X Funds - Global X E-commerce ETF

EA Series Trust - Astoria US Quality Kings ETF

Hold rates steady

Cut 25 bps

Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

Feed

News

Sentiment

Fundamentals

Info

ROE EA Series Trust - Astoria US Quality Kings ETF

Fundamentals

Latest ROE News