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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

Teslas quarterly results are drawing attention after a modest headline beat, while flat revenue and sharp declines in operating income and free cash flow have prompted debate over the strength of its core business. Some traders see potential SpaceX merger speculation and AI and robotaxi ambitions as support; others argue weak fundamentals and valuation concerns outweigh them, and no merger is confirmed.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Metas quarterly results and outlook are driving attention: strong advertising growth and forward revenue guidance fueled an after-hours rally, while a large legal charge weighed on reported earnings. Traders are divided over whether ad momentum justifies rising AI spending, which pressured cash flow and revived concerns about potential share issuance.

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 Researchs quarterly results beat expectations, but shares are drawing attention after investors judged the next-quarter outlook insufficient following a strong sequential rebound. Traders are split between seeing a sell-the-news reaction amid high expectations and viewing the pullback as an overreaction, with some attributing slower near-term growth to customer fab-space constraints rather than weaker demand.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBMs quarterly results beat revenue and earnings expectations, and the company raised its full-year free-cash-flow outlook, prompting a positive share reaction. Traders welcomed the stronger cash-flow guidance but debated weak mainframe sales, softer consulting, and narrower-than-expected margins.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Renewed focus on AI data-center power demand, reinforced by Elon Musks comments that power and cooling infrastructure constrain AI expansion, is boosting interest in Bloom Energys fuel-cell opportunity. Traders are optimistic about the growth narrative and upcoming earnings, while others warn that high expectations and valuation leave room for a volatile reaction.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Concerns about slowing sales in Celsiuss core brand and weak Nielsen data are weighing on sentiment, despite traders pointing to Alani Nus growth as an offset. The debate also centers on managements execution and speculative Pepsi buyout talk, while bulls cite insider buying and valuation as reasons for optimism.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

SLV is drawing attention amid a steep, volatile pullback in silver, with traders debating whether the selloff will continue or has reached support. Some attribute pressure to rising yields and a stronger dollar, while claims of deliberate shorting remain speculation; dip buyers point to inflation concerns and industrial demand.

AEVEX Corp. operates as a holding company. It operates through Tactical Systems and Global Solutions segments. The Tactical Systems segment focuses on design, development, and production of autonomous systems including unmanned aerial systems and unmanned surface vessels. The Global Solutions segment offers services and mission support to defense and intelligence customers. The company was founded in 2017 and is headquartered in Solana Beach, CA.

AEVEX Corp. - Ordinary Shares - Class A

AEVEX Corp

The sharp selloff is centered on traders discussion that the Navy has stopped further purchases of BlackSea Technologies GARC drone boats, raising concerns about the acquisitions value and managements diligence. Some see the hit as limited to one program, citing other defense opportunities and contract cure periods, while others view the lost business as a major setback.

Helus Pharma, Inc. operates as a clinical-stage biopharmaceutical company on a mission to create safe and effective psychedelic-based therapeutics to address the large unmet need for new and innovative treatment options for people who suffer from mental health conditions. It is currently developing CYB003, a proprietary deuterated psilocybin analog for the treatment of major depressive disorder and CYB004, a proprietary deuterated DMT molecule for generalized anxiety disorder and has a research pipeline of investigational psychedelic-based compounds. The company was founded by Paul Glavine, Eric So, and John Kanakis on October 13, 2016 and is headquartered in Toronto, Canada.

Helus Pharma Inc.

Attention centers on Helus Pharmas investor presentation and the pending Phase 3 HLP003 readout for major depressive disorder, expected in Q4 2026. Traders are split between optimism about the programs earlier results and concern about whether efficacy will hold up in Phase 3, with financing needs and volatile price action adding to the debate.

ProShares Trust - ProShares UltraPro QQQ 3x Shares

ProShares UltraPro QQQ

A rebound in Nasdaq and technology shares is driving TQQQs attention, with traders describing the move as a relief rally after a sharp tech selloff. Some see buyers regaining momentum, while others caution that the bounce may be temporary and debate whether the broader correction is over.

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FRMI Stock Rallies After ‘Long-Awaited’ AMD Deal, But Evercore Says Project Matador Funding Remains A Hurdle

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Fermi shares recovered from a record low in the previous session.


US Mortgage ETFs See Heavy Outflows As Elevated Interest Rates Make Homebuying Expensive 

Soaring borrowing costs and heightened yield volatility have sparked a record sell-off in mortgage-backed securities while driving U.S. mortgage rates to a multi-month high.

REIT ETFs in the Spotlight as U.S. Mortgage Rate Sinks Below 6% 

REIT ETFs, like SCHH, are in focus after the 30-year mortgage rate dipped to 5.98%, boosting real estate valuations and dividend appeal.

This Real Estate Stock Is Up 11% Before The Bell – Here’s Why 

The company announced an agreement to be acquired in an all-cash deal by a consortium led by Chairman and CEO William McMorrow and Fairfax Financial.

Why Did LRHC Stock Surge Over 40% Today?

The company announced the initial closing of an $11 million note under a previously disclosed $250 million private placement convertible note facility.

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Discover three overlooked REITs positioned for significant growth through strategic niches, solid financials, and market-defying strategies.

Schwab Strategic Trust - Schwab U.S. REIT ETF

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<ul class="summary-bullets"><li>The agreement supports a lease for the first phase of Project Matador in Carson County, Texas, covering 222 megawatts of gross power capacity.</li><li>Evercore called the agreement a “constructive step toward financing the first phase of Project Matador.”</li><li>It flagged that formal agreements for Phase 2 and Phase 3 depend on AMD securing additional offtakers.&nbsp;</li></ul>Fermi (FRMI) shares rallied in morning trade on Tuesday, recovering from a record low in the previous session, after the company signed a credit support agreement with Advanced Micro Devices (AMD) for the first phase of its Project Matador energy and AI infrastructure development in Texas.&nbsp;However, Evercore ISI said the agreement marks progress toward financing the project, not a completed financing deal.<a href="https://stocktwits.com/symbol/FRMI">FRMI stock</a> rallied more than 20% in morning trade, bucking the broader market weakness. On Stocktwits, retail sentiment around the shares improved to ‘neutral’ from ‘bearish’ territory over the past day.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261013_105205686_724be283c4.png" alt="koyfin_20261013_105205686.png" width="2400" height="1240"><figcaption>FRMI stock price performance year-to-date on October 13 as of 10:30 a.m. ET | Source: Koyfin</figcaption></figure>Meanwhile,&nbsp;<a href="https://stocktwits.com/symbol/AMD">AMD stock</a> edged 0.4% lower in morning trade, with sentiment continuing to trend in ‘bearish’ territory over the past day.&nbsp;<h2 class="st-heading-2">Fermi’s Deal With AMD</h2>Fermi America said the agreement supports a lease for the first phase of Project Matador in Carson County, Texas, covering 222 megawatts (MW) of gross power capacity. The capacity aligns with Fermi’s first customer lease, announced in August.The company called the agreement a key milestone toward securing project financing. Fermi and AMD also signed an agreement outlining a partnership and a framework for expanding the project by up to 650 MW of gross power capacity.<h2 class="st-heading-2">Evercore Sees Progress, But Financing Remains A Hurdle</h2>Following the announcement, Evercore ISI analyst Nicholas Amicucci called the “long-awaited” credit support agreement “a constructive step toward financing the first phase of Project Matador” and “progress toward making the project financeable,” in a note to investors cited by TheFly.However, Amicucci cautioned that Fermi still needs to secure project financing. The credit support agreement advances the process but does not, by itself, mean funding for the project has been finalized.It said that a formal announcement covering Phase 2 and Phase 3 would depend on AMD’s success in securing additional offtakers.Evercore maintained its ‘In Line’ rating on Fermi shares and its $11 price target, implying upside of more than 180% from current levels. However, the stock has been volatile since its October 2025 debut, and is down about 88% from its IPO level and 50% so far this year.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.

AMD logo at its office building in Zhongguancun, Beijing, China. (Photo credit should read Stringer/Future Publishing via Getty Images)

Fermi (FRMI) shares rallied in morning trade on Tuesday, recovering from a record low in the previous session, after the company signed a credit support agreement with Advanced Micro Devices (AMD) for the first phase of its Project Matador energy and AI i

FRMI Stock Rallies After AMD Deal, Evercore Sees Credit Support As ‘Progress’ But Flags Project Financing Still Needs To Be Secured  

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Pacer Funds Trust - Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF

Hold rates steady

Cut 25 bps

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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.

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$SCHH adding a small position this week on the REIT Dip to further diversify outside of MegaCaps/QQQ/SPY

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