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United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as crude prices climb amid reported attacks on Middle East shipping and energy infrastructure, raising fears of supply disruptions around the Strait of Hormuz. Traders are split between betting that geopolitical risks will keep oil elevated and expecting prices to retreat if shipping conditions improve or diplomacy eases tensions.

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

Concerns over CoreWeaves debt-funded data-center expansion and access to financing dominate the discussion, amplified by HSBCs bearish assessment of debt costs and AI-demand risks. Bears warn of further downside and question insider selling, while bulls point to contracted demand, Goldmans more positive view and ARKs buying as reasons the selloff may be overdone.

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.

DJT is under pressure as traders connect the stocks slide to weakening confidence in Trump ahead of the midterms, alongside concerns about Truth Socials limited business scale, losses, and crypto exposure. Discussion is overwhelmingly bearish, though some traders see a possible short-term bounce and point to the pending TAE fusion deal as a potential diversification opportunity.

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

Barclays downgrade to Underweight has intensified selling, with traders focused on commercial execution risk and the lack of a definitive TVAENTRA1 agreement for NuScales proposed deployment. Bears see delayed contracts as evidence the business case is faltering, while some bulls view the selloff as overdone and are waiting for concrete project progress.

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

A prolonged selloff has focused attention on USAR, with traders pointing to dilution concerns, heavy spending before production scales, and frustration with managements limited communication after the CEO transition. Bulls cite the companys strategic role in a U.S. rare-earth supply chain and government backing, while bears question execution and near-term economics.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforces agreement to acquire customer-engagement platform Braze is drawing attention, with traders weighing the deals potential to strengthen Marketing Cloud and its AI strategy against concerns about the cost and pressure on CRM shares. Some also frame the deal as part of Salesforces broader push to expand its enterprise software offerings.

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

GMs quarterly earnings and revenue beat expectations, and the company authorized a large share buyback, but shares fell as traders focused on a narrowed full-year profit outlook that offered no improvement at its midpoint and weaker U.S. sales. Some see the buyback and cash flow as supportive, while others argue the cautious outlook outweighed the strong quarter.

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

CEO Angelos Stergious anniversary message about SELLASs next chapter with GPS and SLS009 has prompted speculation about an upcoming catalyst or buyout, though the post disclosed no clinical update. Traders remain focused on the blinded REGAL trials final-analysis trigger, debating whether the prolonged wait signals strong survival or simply leaves the outcome unknown; some view the post as reassurance, while others see it as routine anniversary remarks.

RTX Corp. is an aerospace and defense company, which engages in the provision of aerospace and defense systems and services for commercial, military, and government customers. It operates through the following segments: Collins Aerospace Systems (Collins), Pratt and Whitney, Raytheon Intelligence and Space (RIS), and Raytheon Missiles and Defense (RMD). The Collins segment manufactures and sells aero structures, avionics, interiors, mechanical systems, mission systems, and power controls. The Pratt and Whitney segment includes the design and manufacture of aircraft engines and auxiliary power systems for commercial, military, and business aircraft. The RIS segment is involved in the development of sensors, training, and cyber and software solutions. The RMD segment offers end-to-end solutions to detect, track, and engage threats. The company was founded in 1922 and is headquartered in Arlington, VA.

RTX Corp

Raytheon Technologies Corporation

RTXs quarterly results topped expectations and management raised its full-year outlook, with traders pointing to strong aerospace and defense demand and a record backlog. The upbeat results have drawn bullish reactions, though some traders are frustrated that the share price has not responded more strongly.

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 shares are under heavy selling pressure amid repeated lockup expirations and reported insider sales, with traders also citing a lower analyst price target and concerns about OpenAI customer concentration and competition. Bearish calls for further declines contrast with bulls arguing the selloff is overdone and the companys AI-chip technology has long-term potential.

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RTX (RTX) Q3 Earnings and Revenues Beat Estimates

RTX (RTX) delivered earnings and revenue surprises of +26.97% and +3.96%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

RTX Corporation Reports Increase In Q3 Profit

(RTTNews) - RTX Corporation (RTX) reported earnings for its third quarter that Increases, from last year...

RTX Reports Q3 2026 Results

RTX Reports Q3 2026 Results RTX Reports Q3 2026 ResultsPR NewswireARLINGTON, Va., Oct. 20, 2026 Strong operational performance drives double-digit sales and earnings growth in Q3;Raises 2026 outlook for adjusted sales,* adjusted EPS,* and free cash flow*ARLINGTON, Va., Oct. 20, 2026 /PRNewswire...

BAE Systems Unveils Advanced Systems to Strengthen Missile Defense

BAESY unveils MDACS and HPM technologies to strengthen missile defense and counter drone swarms as global demand for advanced air defense systems grows.

U.S. Army awards Javelin Joint Venture $215 million contract for Lightweight Command Launch Unit production

U.S. Army awards Javelin Joint Venture $215 million contract for Lightweight Command Launch Unit production U.S. Army awards Javelin Joint Venture $215 million contract for Lightweight Command Launch Unit productionPR NewswireTUCSON, Ariz., Oct. 19, 2026 New launcher supports Army modernization...

LMT Secures $117.1M Contract for Apache Helicopter Radar Support

Lockheed Martin secures a $117.1M Apache helicopter radar support contract, strengthening its role in sustaining critical U.S. Army electronic warfare systems.

Stocktwits Defense Watch: RTX Continues Deal Momentum, Ondas-Palantir Launch AI Firm As AeroVironment Strike Four International Deals

Equity

U.S.-listed defense companies continued to rack up fresh orders and partnerships, with counter-drone technology and military AI taking center stage.


How to Approach GE Aerospace Stock Ahead of Its Q3 Earnings Release?

GE's Q3 earnings outlook points to strong growth, fueled by commercial and defense demand, but its premium valuation and rising costs warrant attention.

Should You Buy, Hold or Sell RTX Stock Ahead of Q3 Earnings?

RTX heads into Q3 earnings with strong aerospace and defense demand, a record backlog and attractive valuation, despite lingering supply-chain challenges.

Defense ETFs in Spotlight Ahead of Q3 Earnings Season

Defense ETFs draw attention ahead of Q3 earnings as rising Treasury yields pressure valuations, while strong demand may support growth. 

$RTX Q3 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of $2.26 up 32.94% YoY
• Reported revenue of $24.96B up 11.06% YoY
• RTX raised full-year 2026 adjusted sales to $97B from $95B, adjusted EPS to $7.65 from $7.1, and free cash flow to $9B.

Stocktwits

 Q3 '26 Earnings Results & Recap

• Reported GAAP EPS of $2.26 up 32.94% YoY
• Reported revenue of $24.96B up 11.06% YoY
• RTX raised full-year 2026 adjusted sales to $97B from $95B, adjusted EPS to $7.65 from $7.1, and free cash flow to $9B.

This account has been verified as an official STOCKTWITS representative.

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Stocktwits Earnings

• Reported GAAP EPS of $2.26 up 32.94% YoY
• Reported revenue of $24.96B up 11.06% YoY
• RTX raised full-year 2026 adjusted sales to $97B from $95B, adjusted EPS to $7.65 from $7.1, and free cash flow to $9B.

https://files.quartr.com/streams/2026-10-20/07d50e97-9ad6-4043-bde2-7717a2034b7c/1/live_transcript.jsonl?ref=U3RvY2t0d2l0cw==

RTX  Earnings Call

Extremely Bullish Sentiment

<ul class="summary-bullets"><li>RTX received $729 million in counter-drone orders from the U.S., Qatar and Jordan.</li><li>AeroVironment expanded its international drone partnerships in Australia, Taiwan, Spain and Israel</li><li><a class="mention" data-mention="$ONDS" data-symbol-id="ONDS" href="https://stocktwits.com/symbol/ONDS" target="_blank">Ondas</a> and Palantir to launch an AI defense firm called Regna AI.</li></ul><p>Even as bank earnings and a tech selloff dominated market headlines this week, defense stocks were in the spotlight as demand for missile defense, counter-drone systems and advanced defense technologies remained an important theme amid geopolitical uncertainty in the Middle East.</p><p>After last week’s multibillion-dollar missile agreements involving Boeing and RTX, this week’s headlines focused on counter-drone systems, weapons production, military technology and AI.</p><p><img src="https://news.stocktwits-cdn.com/XF_1_RI_defense_deals_this_week_8bae0ba347.png" alt="XF1RI-defense-deals-this-week-.png"></p><h2 class="st-heading-2">Orders Galore For RTX’s Raytheon</h2><p>Raytheon, RTX’s unit, <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.rtx.com/news/news-center/2026/10/13/rtxs-raytheon-awarded-729-million-in-counter-drone-contracts-for-u-s-qatar-a">announced</a> $729 million in contracts to supply components of its LIDS counter-drone system to the U.S. Army, Qatar and Jordan. The system combines KuRFS radar, which detects and tracks incoming drones, with Coyote interceptors designed to destroy individual drones and swarms.</p><p>The agreements mark the first international sales of both KuRFS and Coyote. RTX said it is increasing Coyote production to meet growing demand.</p><p>Separately, Raytheon won a contract from the Office of Naval Research (ONR) to develop advanced target‑detection capabilities for naval radar systems.&nbsp;On Thursday, Raytheon was <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.rtx.com/news/news-center/2026/10/15/rtxs-raytheon-selected-to-modernize-u-s-space-force-global-early-warning-radars">selected</a> to modernize U.S. Space Force radar sites to improve early warnings of missile launches, identify object types, and track activities in space.</p><h2 class="st-heading-2">L3Harris, HII Land New Military Orders</h2><p>L3Harris Technologies (LHX) <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.l3harris.com/newsroom/press-release/2026/10/l3harris-awarded-solid-rocket-motor-contract-record-production">received</a> a $250 million follow-on contract from Lockheed Martin (LMT) to manufacture propulsion systems for Guided Multiple Launch Rocket System rockets.</p><p>The company also <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.l3harris.com/newsroom/press-release/2026/10/l3harris-provide-night-vision-systems-us-army">won</a> a $55 million U.S. Army contract to supply NOVA binocular night-vision goggles.</p><p>Meanwhile, shipbuilder HII<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.hii.com/news/hii-is-awarded-contract-to-support-aukus-engineering-and-design-work">&nbsp;secured</a> a $56 million U.S. Navy contract for engineering and design support under the AUKUS submarine partnership.</p><h2 class="st-heading-2">AeroVironment Expands International Drone Partnerships</h2><p>AeroVironment (AVAV) <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://investor.avinc.com/news-events/press-releases">announced</a> four international partnerships this week, covering drone manufacturing, integration and communications technology.</p><p>The company signed an agreement with Australia’s NIOA to explore production of one-way attack drones. It also partnered with Taiwan’s Thunder Tiger on potential drone co-production and integration.</p><p>AeroVironment also signed agreements with Spain’s Alpha Unmanned Systems for maintenance, training and technical support for AVAV’s JUMP 20 surveillance drones and with Israel’s Elsight, which will provide communications technology for the Mayhem 10 drone system.</p><h2 class="st-heading-2">Ondas, Palantir Push Into Defense AI</h2><p>Ondas (ONDS) <a href="https://stocktwits.com/news-articles/markets/equity/ondas-palantir-partner-to-launch-new-ai-company-for-defense-missions-regna-ai/cZxIWo3RB8a">announced</a> a partnership with Palantir Technologies (PLTR) to launch an AI company for defense customers. Regna AI will develop specialized AI models for military missions involving drones, surveillance balloons, ground vehicles and unmanned vessels.</p><p>Regna AI will focus on sovereign AI, enabling governments to control their models, sensitive information, and computing infrastructure.</p><h2 class="st-heading-2">How Did HII, ONDS, LHX, AVAV And RTX Fare This Week?</h2><p>Stocks in this cohort have delivered mixed performance so far this week, with HII gaining 1.2%, L3Harris rising 0.94% and RTX edging up 0.16%, while AeroVironment fell 6.3% and Ondas declined 10%.</p><p><img src="https://news.stocktwits-cdn.com/Defense_stocks_YTD_f6ec89020b.png" alt="Defense stocks YTD.png"></p><p>On a year-to-date basis, RTX was the only gainer, up about 1.7%, while L3Harris declined 19.1%, HII fell 22.2%, Ondas plunged 37%, and AeroVironment crashed more than 50%.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

AeroVironment exhibited during the Defense Expo Korea 2022, held at KINTEX (Korea International Exhibition and Convention Center) on September 21, 2022 in Goyang city, Gyeonggi, South Korea. 

U.S.-listed defense companies continued to rack up fresh orders and partnerships, with counter-drone technology and military AI taking center stage.

RTX, AeroVironment And Ondas-Palantir Push Deeper Into Drone Defense And AI This Week

AeroVironment Inc.

Huntington Ingalls Industries Inc

L3Harris Technologies Inc

Ondas Inc

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Traders are buzzing over record-breaking quarterly results, with EPS and revenue significantly crushing analyst expectations.

Explosive demand for aerospace and defense hardware has pushed order backlogs to unprecedented levels, signaling long-term revenue visibility.

Investors are fueling upward price action following an aggressive increase in full-year earnings and free cash flow guidance.

New federal contracts for missile systems and munitions continue to provide steady deal momentum for sector leaders.

Current Price	$192.11
Prev Close	$193.92
Open	$192.00
Dividend Yield	1.46%
50-Day Moving Average	$199.52
Beta	0.43
Avg. Volume	3.97M
PE Ratio	33.83

52-Week High	$226.88
52-Week Low	$166.74
Market Capitalization	$258.92B
EPS (Annual)	$4.96
Price to Book	3.90
Revenue Per Employee	$492,238.89

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