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 strong quarterly results and rapid growth in its AI-compute business are driving attention, alongside Musks ambitious expansion and revenue outlook; traders are debating the bullish growth story against heavy capital spending, cash burn, and valuation concerns. A possible Tesla merger is also being discussed, but no deal has been agreed.

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 sharply raised preliminary quarterly revenue outlook and improved gross-margin expectations, attributed to stronger AI-platform demand, sparked a sharp share-price rebound. Traders largely welcomed the update and speculated about a short squeeze and valuation reset, while others questioned whether margins, cash flow and execution can sustain the improvement.

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 earnings beat was overshadowed by softer fourth-quarter guidance, a reduced advertising outlook, and concerns about slowing revenue growth, driving a sharp selloff. Traders are divided between viewing the drop as a buying opportunity and expecting further weakness amid questions about ad execution, content, and competition.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons sharp rebound followed Morgan Stanley naming it a top pick, citing stronger expected AWS growth and AI-related opportunities; traders also pointed to the Trainium software announcement ahead of earnings. Sentiment is mostly bullish, though some question whether the rally can hold near resistance and remain wary of heavy AI spending and the earnings test.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

The FAA certified Boeings long-delayed 737 MAX 10, clearing a regulatory hurdle and opening the way for production and deliveries. Traders welcomed the milestone but largely questioned its muted stock response, arguing that sustained production and delivery growthnot certification alonewill be needed to support cash flow and the turnaround.

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

Eli Lillys record-high breakout ahead of Q3 results is drawing attention, with traders pointing to raised analyst outlooks and expectations for strong Mounjaro and Zepbound demand to support results and guidance. Many celebrate the momentum and healthcare-sector rotation, while some caution that the rally could fade or that optimism is already priced in.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

CEO Paul Pragers comments on strong future power demand, project execution and TeraWulfs powered-shell modelrather than owning depreciating chipshave fueled a sharp, high-volume rebound. Bulls see the interview as highlighting the companys differentiation and a possible reversal, while skeptics view the move as a relief bounce amid lingering financing and sector concerns.

Northrop Grumman Corp. engages in the provision of advanced aircraft systems. It operates through the following segments: Aeronautics Systems, Defense Systems, Mission Systems, and Space Systems. The Aeronautics Systems segment is involved in the design, development, production, integration, sustainment, and modernization of advanced aircraft systems for the U.S. Air Force, the U.S. Navy, other U.S. government agencies, and international customers. The Defense Systems segment includes integrated battle management systems, weapons systems and aircraft, and mission systems sustainment and modernization. The Mission Systems segment offers advanced mission solutions and multifunction systems, primarily for the U.S. defense and intelligence community, and international customers. The Space Systems segment delivers end-to-end mission solutions through the design, development, integration, production and operation of space, missile defense, launch and strategic missile systems for national security, civil government, commercial, and international customers. The company was founded by John K. Northrop, Thomas V. Jones, and Kent Kresa in 1939 and is headquartered in Falls Church, VA.

Northrop Grumman Corp.

Northrop Grummans quarterly results topped expectations, with a raised outlook and record backlog underscoring strong defense and space demand. Traders welcomed the results and stock gain, while some questioned whether buyers would sustain the move after an intraday pullback.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Barclays downgrade of Dell and peers has fueled a sharp selloff, as traders debate whether AI-server revenue reflects durable demand or higher memory and component prices, with some questioning the pace of enterprise AI adoption. Bears see valuation and margin risks, while dip buyers point to Dells AI-server backlog and ongoing infrastructure demand; broader tech weakness and interest-rate concerns have added pressure.

TRUMP is a politics-themed digital coin built on the Solana blockchain that uses the brand of Donald Trump to foster a community-driven ecosystem. As a community-focused asset, it is designed to bridge political support with web ownership, operating within the PolitiFi sector to blend political movements with decentralized finance tools. The project's main value proposition lies in its official ties to Donald Trump’s media and business brands, which allows it to provide unique physical utility such as invitations to gala dinners and meetings at Mar-a-Lago.  The token serves as the primary currency for the officially licensed Trump Billionaires Club mobile and web game, where it is used for in-game purchases and unlocking features. By leveraging the Solana blockchain, the project ensures that these in-game actions and token transfers remain fast and cost-effective. The ecosystem remains stable through a programmatic release schedule that introduces new tokens slowly to prevent supply shocks, alongside the use of specialized market makers to maintain consistent liquidity for traders.  Holders can also participate in liquidity sharing by providing their tokens to automated systems to facilitate trading for others, often earning rewards or prizes in return. Beyond digital utility, holding a specific amount of the token is a requirement for attending exclusive real-world events, including VIP parties at Mar-a-Lago. The project is managed by the Trump Meme Team and is linked with Trump Media, with an investor base that includes a wide range of retail buyers and large holders who utilize secure custody services for their assets.

Trump For President

A modest rebound in the Official Trump meme coin has fueled pump and short-squeeze speculation, while bearish traders argue that steep losses, concentrated whale holdings and token unlocks leave holders vulnerable to another selloff. The conversation is split between dip-buying optimism and claims that the coin has been a costly cash grab; no specific catalyst for the move is established.

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.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 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

A Guide to Cloud Computing ETF Investing 

AI adoption, surging infrastructure spending and accelerating cloud revenues are boosting the cloud computing industry. Here are four cloud ETFs to watch.

FSLY Rockets Nearly 16%: Oppenheimer Upgrades Stock As Analyst Sees Agentic AI Driving Sustained Growth

Equity

Oppenheimer sees rising contract values and early AI traffic monetization supporting growth in the high teens to low 20s over the next few years, according to TheFly.

NTAP Stock Hits Fresh Record High After Evercore Upgrade: New Products Aren’t Needed For ‘Upside’, Says Analyst

Evercore raised its price target to $300 from $210, implying more than 27% upside from the stock’s record high of over $236.


Dell’s $95B AI Server Backlog Puts 2027 Upside In Focus — TD Cowen Flags Memory Constraints Risk

The firm sees a richer mix of AI central processing unit racks as positive for margins.

MongoDB CEO’s Surprise Exit 'Creates More Questions Than Answers,' Analyst Says Ahead Of Investor Day 

Analysts raised concerns about MongoDB’s outlook, while retail investors are extremely bullish ahead of Investor Day.


MDB Stock Plunges After CEO Leaves For Meta – Analysts Weigh Enterprise Ties Against Ittycheria Return

MongoDB President and CEO Chirantan "CJ" Desai stepped down immediately to become Meta's Chief Enterprise Platform Officer.


Everpure Stock Soars To Record High — Top Street Target Sees 64% Upside On Stronger Growth Outlook

Everpure’s preliminary fiscal 2028 outlook prompted several analysts to raise estimates as the company targets faster growth across AI, hyperscale, and data management markets.

CRM Stock Drops Despite Fresh Price Target Hikes – JPMorgan Believes Investor Day Was 'Incrementally Positive’ For Re-Rating Thesis 

Stifel, Canaccord Genuity and Guggenheim raised their targets to $300, while BMO Capital lifted its target to $285.


Should You Invest in the First Trust Cloud Computing ETF (SKYY)?

ZS, DOCU Stock Price Targets Rise, But Wall Street’s Growth Debate Continues 

Zscaler and DocuSign beat quarterly earnings estimates and received multiple price-target hikes, but analysts continued to flag questions around future growth.


First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Oppenheimer sees Fastly’s growth potential as underappreciated, with stronger growth and margin expansion expected to drive a higher valuation.</li><li>Fastly's second-quarter revenue grew 23% to $183.3 million, with security revenue up 43%.</li><li>Fastly is slated to report its fiscal third-quarter earnings on November 4.</li></ul>Fastly Inc. (FSLY) shares jumped nearly 16% on Friday after Oppenheimer upgraded the edge cloud platform provider, citing growing contract values and early signs of revenue generation from agentic AI traffic.According to TheFly, the brokerage said these trends could sustain stronger growth over the next few years and expects the stock to command a higher valuation as Fastly delivers growth and subsequent margin expansion.As of this writing, <a href="https://stocktwits.com/symbol/FSLY">FSLY stock</a> was up 15.9% and among the trending tickers on Stocktwits.<h2 class="st-heading-2">Why Oppenheimer Turned Bullish</h2>Oppenheimer's industry checks indicated that Fastly is seeing higher contract values alongside early monetization of traffic generated by agentic AI applications.The firm believes these trends will persist and could collectively drive growth in the high teens to low 20s over the next few years, per TheFly.The analyst also noted that the market is underappreciating this growth trajectory, with further upside in the stock's valuation dependent on management delivering stronger growth and improved margins.<h2 class="st-heading-2">What Other Analysts Are Saying About Fastly</h2>Oppenheimer's upgrade follows several analyst assessments last month after Fastly's Investor Day. Freedom Broker maintained its ‘Buy’ rating, citing stronger monetization of existing customers, cybersecurity cross-selling, network convergence and infrastructure efficiency as drivers of long-term growth and margin expansion, according to The Fly.DA Davidson maintained a ‘Neutral’ rating, noting Fastly's focus on expanding adoption beyond content delivery networks (CDNs). The firm highlighted robust demand for newer Bot Management and distributed denial-of-service (DDoS) protection products.BofA, however, maintained its ‘Underperform’ rating. While becoming more receptive to potential benefits from agentic AI traffic, the firm said it wanted greater clarity on the traffic's contribution, monetization and Fastly's AI product differentiation.Fastly's fiscal second-quarter (Q2) revenue increased 23% to $183.3 million, led in part by 43% growth in security revenue to $41.7 million.The company has guided for third-quarter revenue of $184 million to $190 million and will report results after the market closes on November 4. The release will offer investors another opportunity to assess Fastly's growth and profitability trajectory.<h2 class="st-heading-2">What Retail Thinks About FSLY Stock</h2>On Stocktwits, retail investors’ sentiment around FSLY stock remained in the ‘bearish’ territory.<figure class="image"><img src="https://news.stocktwits-cdn.com/TSLA_dedf405655.png" alt="TSLA.png" width="886" height="475"><figcaption>FSLY stock retail sentiment on October 9 as of 12:00 p.m. ET | Source: Stocktwits</figcaption></figure>So far this year, Fastly shares have nearly tripled, surging over 187%. In comparison, the Amplify Cybersecurity ETF (<a href="https://stocktwits.com/symbol/HACK">HACK</a>) and the First Trust Cloud Computing ETF (<a href="https://stocktwits.com/symbol/SKYY">SKYY</a>), which hold the stock, have risen around 63% and 35%, respectively, over the same period.Also Read:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-treasury-appoints-judy-shelton-as-advisor-to-bessent-to-focus-on-currency-policy/cZD6thQRBnI">US Treasury Appoints Judy Shelton As Advisor To Bessent – To Focus On Currency Policy</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Employees work on the third floor at Fastly offices in San Francisco, Calif. on Friday, July 20, 2018. (Photo By Paul Chinn/The San Francisco Chronicle via Getty Images)

Fastly Inc. (FSLY) shares jumped nearly 16% on Friday after Oppenheimer upgraded the edge cloud platform provider, citing growing contract values and early signs of revenue generation from agentic AI traffic.

Fastly Inc

Amplify Cybersecurity ETF

First Trust Exchange-Traded Fund III - First Trust Cloud Computing 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.

Current Price	$163.34
Prev Close	$161.08
Open	$160.38
Dividend Yield	N/A
50-Day Moving Average	$164.06
Beta	N/A
Avg. Volume	213,151.20
PE Ratio	N/A

52-Week High	$175.81
52-Week Low	$103.76
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

Feed

News

Sentiment

Fundamentals

Info

SKYY Fundamentals