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Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabets sharp selloff and underperformance ahead of earnings dominate discussion, with traders focused on whether heavy AI and data-center spending will deliver returns or weigh on cash flow. Some see the weakness as part of broader tech de-risking and are buying the dip, while others expect further downside until earnings clarify capex and growth prospects.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Modernas shares plunged after leaked Phase 3 melanoma-vaccine results showed a meaningful benefit with Keytruda, but fell short of expectations built into the stocks sharp run-up. Traders are divided between viewing the selloff as a sell-the-news overreaction to positive data and seeing the results and valuation as disappointing.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. It operates through the Hard Disk Drives (HDD) segment. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digitals strong quarterly results and raised outlook are drawing attention, but the shares sold off despite the beat. Traders debate whether the decline reflects broader tech and AI-stock weakness, concerns about peak-cycle pricing and higher spending, or an overreaction to results amid continued AI-driven storage demand.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia shares sold off sharply despite a quarterly earnings beat, as traders focused on weaker cash-flow conversion guidance, higher restructuring costs and managements warning that supply-chain cost pressures may be structural. Bulls call the decline an overreaction and point to strong AI and cloud demand, while bears question whether that growth can translate into cash and margins.

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 drawing attention amid a sharp selloff in AI infrastructure and neocloud stocks, as traders debate whether the sectors debt-heavy expansion is sustainable. The Citi financing facility is viewed by some as evidence of continued access to capital and by others as added leverage risk.

The Charles Schwab Corp. is a savings and loan holding company, which engages in the provision of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. It operates through the Investor Services and Advisor Services segments. The Investor Services segment includes retail brokerage, investment advisory, and banking and trust services to individual investors, retirement plan and business services, as well as other corporate brokerage services, to businesses and employees. The Advisor Services segment provides custodial, trading, banking and trust, and support services to independent registered investment advisors, independent retirement advisors, and recordkeepers. The company was founded by Charles Robert Schwab in 1986 and is headquartered in Westlake, TX.

Charles Schwab Corp.

Reported Schwab and thinkorswim outages are driving the conversation, with traders describing login and order-entry problems and inaccurate quotes. Users are frustrated over missed trades and some say they may move their accounts to other brokerages.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following segments: Walmart U.S., Walmart International, and Sam's Club U.S. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club U.S. segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmarts sharp rally is drawing attention amid a Deutsche Bank upgrade to Buy and a broader rotation into defensive consumer-staples stocks as technology shares weaken; traders are also highlighting heavy call activity and the approaching earnings report. Bulls see continued momentum and Walmarts value-focused business as supportive, while bears argue the stock is overvalued and stretched after its run-up.

AbbVie, Inc. is a research-based biopharmaceutical company, which engages in the development and sale of pharmaceutical products. It focuses on treating conditions such as chronic autoimmune diseases in rheumatology, gastroenterology, and dermatology, oncology, including blood cancers, virology, including hepatitis C virus (HCV) and human immunodeficiency virus (HIV), neurological disorders such as Parkinson’s disease, metabolic disorders, including thyroid disease and complications associated with cystic fibrosis, pain associated with endometriosis, and other serious health conditions. The company was founded on October 19, 2011 and is headquartered in North Chicago, IL.

Abbvie Inc

AbbVies Phase 3 INTREPID results for lutikizumab in hidradenitis suppurativa are drawing attention: the trial met its primary endpoint, but traders debate whether the modest improvement over placebo is compelling compared with data from competitors such as MoonLake. Broader discussion also points to healthcares defensive appeal and AbbVies strength amid market rotation.

Energy Fuels, Inc. is a mining development company, which engages in the exploration and evaluation of uranium and vanadium properties. It operates through the following segments: Uranium, Rare Earth Elements (REE), and Heavy Mineral Sands (HMS). The uranium segment engages in conventional and ISR uranium extraction, recovery and sales of uranium from mineral properties and the recycling of uranium-bearing materials generated by third parties along with the exploration, permitting and evaluation of uranium properties in the U.S. The REE segment is engaged in the company’s initiatives to progress towards full REE separation capabilities at the Mill to produce both light and heavy separated REE oxides in the coming years. The HMS segment engages in the exploration, development and recovery of HMS at the Kwale Project, Bahia Project, Vara Mada Project and the company’s equity method investments in the Donald Project JV and Tate. The company was founded by George E. L. Glasier and John David Mason on June 24, 1987 and is headquartered in Lakewood, CO.

Energy Fuels Inc

Concerns about General Motors attempt to terminate a key VAC magnet supply agreementand the resulting arbitration, debt and potential purchase-price adjustmentsare weighing on sentiment around Energy Fuels planned VAC acquisition. Bearish traders focus on deal risk and possible dilution, while bullish investors argue the agreement includes protections and see the broader rare-earth supply-chain strategy as intact.

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

USAR is drawing attention after a prolonged selloff alongside other speculative rare-earth stocks, with traders citing dilution concerns, heavy spending before meaningful production, and uncertainty about execution and management communication. Some see the decline as an oversold opportunity backed by the companys U.S. supply-chain ambitions and government support, while bears question whether those plans can translate into revenue and shareholder value.

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Stocktwits sentiment on $SPY just hit its lowest level of the year. How are you feeling about the market right now?

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Stocktwits

 just hit its lowest level of the year. How are you feeling about the market right now?

Stocktwits Polls

@StocktwitsPolls  honestly $VMAR&#39;s strength right now is they&#39;re not dependent on macro sentiment swings — they&#39;re just grinding on fundamentals at Nautical Ventures, activating that inventory financing with Northpoint, bringing in experienced marine sales leadership like Mike Nance. that&#39;s the stuff that matters to me more than broader market noise.

Vision Marine Technologies Inc

's strength right now is they're not dependent on macro sentiment swings — they're just grinding on fundamentals at Nautical Ventures, activating that inventory financing with Northpoint, bringing in experienced marine sales leadership like Mike Nance. that's the stuff that matters to me more than broader market noise.

Martial dev

@StocktwitsPolls Personally I think they are suppressing the stock market for elections. 

Zelenski bombed Diesel depot&#39;s in Russia just to cause damage.

Canada is refusing any kind of trade deal till after the elections.

Iran is trying to get the Dems elected and promoting voting for them. They don&#39;t want to negotiate till after the elections. 

Everyone wants to manipulate our elections.

StockTwits For Android 

 Personally I think they are suppressing the stock market for elections. 

Zelenski bombed Diesel depot's in Russia just to cause damage.

Canada is refusing any kind of trade deal till after the elections.

Iran is trying to get the Dems elected and promoting voting for them. They don't want to negotiate till after the elections. 

Everyone wants to manipulate our elections.

Capitalist Overlord

Trading After Midnight

@StocktwitsPolls The market sure changed after covid. Never remember this many instances of manipulations in markets ever before covid. The world is full of greed

 The market sure changed after covid. Never remember this many instances of manipulations in markets ever before covid. The world is full of greed

@StocktwitsPolls Bullish on telcos, and defensive plays, bearish all things tech, been feeling this coming for some weeks now and kicking myself for selling CCs. Rotation is in full swing.

 Bullish on telcos, and defensive plays, bearish all things tech, been feeling this coming for some weeks now and kicking myself for selling CCs. Rotation is in full swing.

Nick

@StocktwitsPolls The VIX is up today, and the internals are getting absolutely trashed everywhere. Both are just violently unchanged. And I&#39;m sitting here looking at practically unchanged; isit&#39;she same story. These are barely drawdowns, but we&#39;re seeing washouts every day in some of the big names. I find it hard to be bearish when the market is not showing me any reason to be yet. 🤷
Oil is high but that could change overnight for all we know. Bond yields are high but there&#39;s also competition from corporate paper in the bond market for the first time in my lifetime.

 The VIX is up today, and the internals are getting absolutely trashed everywhere. Both are just violently unchanged. And I'm sitting here looking at practically unchanged; isit'she same story. These are barely drawdowns, but we're seeing washouts every day in some of the big names. I find it hard to be bearish when the market is not showing me any reason to be yet. 🤷
Oil is high but that could change overnight for all we know. Bond yields are high but there's also competition from corporate paper in the bond market for the first time in my lifetime.

Snot

@StocktwitsPolls Stock market is owned by democrats. Brought it down to the knee for elections using the continuous string of fake AI rout news. It will fly back like nothing happened soon after the elections.

 Stock market is owned by democrats. Brought it down to the knee for elections using the continuous string of fake AI rout news. It will fly back like nothing happened soon after the elections.

Joby Job

Koala Flipper

@StocktwitsPolls literally every single Republican president in the last 40 years has caused a crash at some point so the worst administration in USA history is due for one.

 literally every single Republican president in the last 40 years has caused a crash at some point so the worst administration in USA history is due for one.

Makuck

@StocktwitsPolls patiently waiting to see if we break or bounce at this neckline. It&#39;s been testing it for 85 years today while vix is also at a reclaim/reject area😫nap time with alerts set here😴

 patiently waiting to see if we break or bounce at this neckline. It's been testing it for 85 years today while vix is also at a reclaim/reject area😫nap time with alerts set here😴