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 earnings beat, first quarterly profit since its IPO, and surging AI-compute business are driving attention, with traders also focused on plans for much heavier data-center investment. Bulls see accelerating demand and growth potential, while skeptics question the valuation, spending plans, and ambitious revenue outlook; upcoming share unlocks are another concern.

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 Q1 update, citing stronger AI-platform demand, raised its revenue outlook well above prior guidance and projected higher gross margins, driving a sharp rally and renewed optimism about AI-server demand. Traders debated whether the improvement can be sustained, with some highlighting the companys execution and credibility concerns and the stocks history of volatile moves.

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 beat earnings expectations, but softer fourth-quarter guidance and slower revenue growth overshadowed the solid quarter and pressured the shares. Traders are divided between concerns about fading growth, advertising execution and streaming competition, and views that the selloff is overdone given the companys profitability.

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 and SpaceX have formed committees to explore a potential merger, fueling bullish deal speculation while skeptics note that no agreement is in place and shareholder approval would be required. Traders are also positioning around Teslas quarterly earnings, with debate over whether results can support the recent strength.

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 moving with the volatile AI neocloud trade; traders linked a sharp rebound to SpaceXs upbeat comments on strong compute demand and constrained capacity. That optimism is tempered by concerns about funding and CoreWeaves debt exposure, with some viewing the bounce as relief rather than a confirmed trend reversal.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Loop Capitals downgrade of Apple to Hold, citing weaker iPhone shipment-recovery prospects and rising memory costs, is driving discussion alongside broader concerns about valuation and slowing demand ahead of earnings. Bearish traders see further downside, while bulls argue that strong iPhone Duo preorder demand and the stocks resilience offset the analyst concerns.

Myriad Genetics, Inc. is a molecular diagnostics and precision medicine company committed to advancing health and well-being for all. It develops and commercializes molecular tests that help patients and providers uncover genetic insights. The company was founded by Walter A. Gilbert, Mark H. Skolnick, and Peter D. Meldrum in May 1991 and is headquartered in Salt Lake City, UT.

Myriad Genetics, Inc.

Myriad Genetics agreement to sell its prenatal testing business to Labcorp for cash is driving the sharp move, with traders viewing the proceeds as a way to strengthen the balance sheet and fund its cancer-testing business. The reaction is divided: bulls welcome the cash and strategic focus, while skeptics worry that divesting a revenue-generating unit leaves the remaining business with lower revenue and unresolved debt and execution risks.

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 drawing attention amid a sharp selloff in AI-infrastructure and neocloud stocks, with traders focused on funding risks and whether the company can deliver its planned AI capacity. Co-CEO Daniel Roberts comments that the data centers were funded with cash and carry no debt reassured some investors, while others remain concerned about the sectors financing outlook, execution, and IRENs relative weakness.

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 export-compliant Nvidia GPUs are drawing attention, with demand reportedly outstripping planned supply. Traders see the orders as evidence of resilient demand but debate why the shares remain weak amid broader concerns about AI spending, financing, and semiconductor-sector volatility.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerrys QNX royalty backlog reaching a record level after strong growth is driving attention, with traders linking the update to demand for automotive and embedded software, including Alloy Kore. Bulls see it as evidence of future growth, while skeptics stress that estimated backlog is not the same as near-term recognized revenue and question when it will translate into results.

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

U.S. Holiday Retail Sales to Cross $1 Trillion: ETFs to Watch

Despite economic headwinds, U.S. holiday sales are projected to cross $1 trillion for the first time. Here are ETFs to watch.

Should You Invest in the VanEck Retail ETF (RTH)?

TGT Stock Has Rallied Over 50% This Year: Why Does TD Cowen See More Upside For The Retail Giant? 

Equity

TD Cowen raised Target’s price target ahead of fiscal second-quarter 2026 results. 


Bet on Fourth of July Celebrations With These ETFs

July 4 travel is set to stay strong despite inflation and high gas prices. These ETFs could benefit from holiday spending trends.

TGT Stock Heads For Monthly Gain: Target Taps Isaac Mizrahi For Design Overhaul, Retail Calls For A 'Breakout' 

Target shares have surged over 36% in 2026 as CEO Michael Fiddelke's turnaround gains traction. 


Can Retail ETFs Thrive Amid Sticky Inflation and Robust Job Growth?

Retail ETFs face inflation and fuel-price headwinds, but resilient spending, strong jobs data and attractive valuations offer reasons for optimism.

WMT Stock Heads For Worst Week In 3 Months Despite Earnings Beat — Here’s Why This Analyst Still Sees 10% Upside 

Freedom Broker upgraded Walmart to ‘Hold’ from ‘Sell’.


Why Is ROST Stock Jumping Nearly 6% In Overnight Trading Today?

The retailer’s fiscal first-quarter same-store sales surged 17% year-on-year.


VanEck ETF Trust - VanEck Retail ETF

Neutral Sentiment

<ul class="summary-bullets"><li>TD Cowen raised Target’s price target to $155 from $130 but kept a Hold rating.&nbsp;</li><li>The firm expects Q2 sales growth to beat Wall Street estimates.</li><li>Target reports earnings August 19, with analysts expecting $26 billion in revenue and $2.30 EPS.&nbsp;</li></ul><p>Target Corp. (TGT) stock is rising premarket Tuesday as investors weigh TD Cowen’s higher price target ahead of the retailer’s second-quarter (Q2) earnings report next week. The firm pumped up its price target to $155 from $130 while maintaining a ‘Hold’ rating, noting that shares have already gained about 50% in 2026 and expectations remain high.&nbsp;</p><h2 class="st-heading-2">Expectations Rise Ahead Of Results</h2><p>TD Cowen said it expects Target’s second-quarter sales to grow more than the roughly 2% Wall Street forecast, despite Target management taking a more cautious view of the quarter.&nbsp;</p><p>The firm’s $155 price target suggests about 2% upside from the stock’s latest closing price. The analyst said investor expectations have become demanding following the stock's strong performance this year. As the market has increasingly embraced the retailer's recovery story, the current share price appears to reflect a meaningful portion of that improvement.</p><p>Target is slated to report Q2 earnings on August 19, with analysts expecting $26 billion in revenue and earnings of $2.3 per share, according to Fiscal Ai data.&nbsp;<a href="https://stocktwits.com/symbol/TGT">Target stock</a> traded over 1% higher in Tuesday’s premarket.&nbsp;</p><h2 class="st-heading-2">Analysts See Progress In Target’s Turnaround&nbsp;</h2><p>Last week, UBS raised its price target for Target to $166 from $144 and kept a ‘Buy’ rating. The firm expects Target’s Q2 results to show that its turnaround plan is making progress, with steady improvements in the business.</p><p>Evercore ISI analyst Greg Melich also raised his price target for Target to $150 from $135 while keeping an ‘In Line’ rating on the stock.&nbsp;</p><p>Target stock’s gains have been helped by improving business performance and stronger store traffic. The company has worked through earlier problems with excess inventory and weaker profit margins. Target has improved inventory management, strengthened its online and in-store shopping experience, and expanded its higher-profit private-label products.</p><p>Additionally, Target’s recovery has been supported by its reliable dividend and efforts to reduce costs. The company’s higher 2026 earnings outlook and tighter spending have helped improve profit margins, giving investors more confidence that profits can grow even if sales rise slowly.</p><h2 class="st-heading-2">TGT Stock: Retail Sentiment Turns Bearish</h2><p>However, on Stocktwits, retail sentiment around the stock turned to ‘bearish’ from ‘neutral’ territory the previous day.&nbsp;</p><p>TGT stock has gained 46% in the last twelve months.&nbsp;</p><p>Also See:&nbsp;<a href="https://stocktwits.com/news-articles/default/equity/nvda-500b-ai-war-chesty-wall-street-biggest-names/cZojxRkRJf5">NVDA Teams Up With Wall Street Giants On Massive $500B AI Infrastructure Funding Push: Report</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

The rising sun illuminates the Target corporate logo on a sign at a store on May 19, 2026, in Jersey City, New Jersey. 

TD Cowen raised Target’s price target ahead of fiscal second-quarter 2026 results.

TGT Stock Has Rallied Over 50% This Year: Why Does TD Cowen See More Upside For The Retail Giant?

VanEck Retail ETF

Target Corp

Consumer Staples Select Sector SPDR Fund

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

RTH VanEck Retail ETF

Fundamentals

Latest RTH News