SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

IBRXs high-volume rally is drawing attention ahead of founder Patrick Soon-Shiongs scheduled Piper Sandler fireside chat, where traders are looking for clinical-trial updates. Bulls point to a possible breakout and short-covering, while partnership and NIH cancer-vaccine links remain speculation and some traders caution that the move lacks a new company disclosure.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Goldman Sachs upgrade to Buy, citing Palantirs opportunities in sovereign AI and customized software, is helping drive attention alongside a breakout to fresh highs. Bulls are celebrating the momentum and speculating about short covering, while skeptics warn the valuation is stretched and the rally could reverse.

Datadog, Inc. engages in the development of a monitoring and analytics platform for developers, information technology operations teams and business users. Its platform integrates and automates infrastructure monitoring, application performance monitoring and log management to provide real-time observability of its customers' entire technology stack. The company was founded by Olivier Pomel and Alexis Lê-Quôc on June 4, 2010 and is headquartered in New York, NY.

Datadog Inc - Ordinary Shares - Class A

Datadog Inc

Datadog is drawing attention as it rallies with strength across software stocks and traders point to a breakout toward record highs. Bulls cite momentum and demand for cloud monitoring and AI observability, while skeptics question its rich valuation and warn the advance could reverse.

T-Mobile US, Inc. engages in the provision of wireless communications services under the T-Mobile and MetroPCS brands. It offers postpaid and prepaid wireless voice, messaging and data services, and wholesale wireless services. The company was founded in 1994 and is headquartered in Bellevue, WA.

T-Mobile US Inc

SpaceXs planned acquisition of low-band spectrum for Starlink Mobile has fueled concerns that it could eventually compete with T-Mobile and other major wireless carriers, contributing to a sharp selloff. Traders are divided between seeing a lasting competitive threat and calling the reaction overblown given the infrastructure and time needed to build a rival network.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorillas proposed first U.S. data-center acquisition and plan to build a larger AI-infrastructure portfolio are drawing attention. Traders are split: some view the expansion as a growth opportunity, while many question how it will be financed and whether the company can execute, citing dilution concerns and skepticism over earlier promises.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopifys rally is drawing attention as traders focus on its Meta Muse integration, which lets the AI agent route purchases through Shopify merchants Shop Pay checkout, and on bullish analyst views of agentic commerce as a potential growth channel. Traders are celebrating the momentum, while others caution that monetization may take time and watch for a pullback near resistance.

Verizon Communications, Inc. is a holding company, which engages in the provision of communications, information, and entertainment products and services. It operates through the following business segments: Consumer and Business. The Consumer segment provides consumer-focused wireless and wire line communications services and products. The Business segment offers wireless and wireline communications services and products, including FWA broadband, data, video and conferencing services, corporate networking solutions, security and managed network services, local and long-distance voice services, and network access to deliver various IoT services and products. The company was founded in 1983 and is headquartered in New York, NY.

Verizon Communications Inc

Verizon Communications Inc.

SpaceXs planned acquisition of low-band spectrum to expand Starlink Mobile has fueled a sharp selloff in Verizon shares amid concerns about future wireless competition. Traders are divided between seeing a serious long-term threat and calling the reaction an overreaction given the years and infrastructure needed to build a competing network; some are buying the dip for Verizons dividend.

Merck & Co., Inc. is a health care company, which engages in the provision of health solutions through its prescription medicines, vaccines, biologic therapies, animal health, and consumer care products. It operates through the following segments: Pharmaceutical, Animal Health, and Other. The Pharmaceutical segment includes human health pharmaceutical and vaccine products. The Animal Health segment discovers, develops, manufactures, and markets animal health products, such as pharmaceutical and vaccine products, for the prevention, treatment and control of disease in livestock, and companion animal species. The Other segment consists of sales for the non-reportable segments of healthcare services. The company was founded in 1891 and is headquartered in Rahway, NJ.

Merck & Co Inc

Merck is drawing attention after its personalized cancer vaccine with Moderna, given alongside Keytruda, met Phase 3 endpoints for delaying melanoma recurrence and spread. Traders view the result as validation of the oncology program, while others question how broadly it may apply and whether enthusiasm is outpacing the evidence, with full data and regulatory steps still ahead.

StarkNet is a permissionless decentralized Layer 2 (L2) validity rollup, built to allow Ethereum to scale via cryptographic protocols called STARKs, without compromising Ethereum’s core principles of decentralization, transparency, inclusivity and security. The StarkNet Token is needed to operate the ecosystem, maintain and secure it, decide on its values and strategic goals, and direct its evolution. This token will be required for (i) governance, (ii) payment of transaction fees on StarkNet, and (iii) participation in StarkNet’s consensus mechanism.

Starknet

STRK is drawing attention for Starknets privacy and Bitcoin DeFi push, especially strkBTC and STRK20, alongside its post-quantum security narrative. Traders are cheering the recent price-and-volume momentum, while others remain cautious about token unlocks and whether the rally can hold.

AGNC Investment Corp. engages in the operation of a real estate investment trust. The firm invests in residential mortgage pass-through securities and collateralized mortgage obligations for which the principal and interest payments are guaranteed by the United States government-sponsored enterprise or by the United States government agency. It also invests in other types of mortgage and mortgage-related securities, such as credit risk transfer securities and non-Agency residential and commercial mortgage-backed securities, where repayment of principal and interest is not guaranteed by the United States government-sponsored enterprise or by the United States Government agency, and other assets related to the housing, mortgage, or real estate markets. The company was founded on January 7, 2008 and is headquartered in Bethesda, MD.

AGNC Investment Corp

AGNCs steep selloff has traders focused on rising Treasury yields and mortgage-backed securities repricing, which can pressure the mortgage REITs book value. Income-focused holders are buying the dip for its monthly dividend, while skeptics warn the decline could continue and question whether the payout is sustainable.

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

Brief India: Eternal Limited: Blinkit’s Dominance Driving the USD 1Bn EBITDA Vision and more

In this briefing: Eternal Limited: Blinkit’s Dominance Driving the USD 1Bn EBITDA Vision India Opens the Vault: 100% FDI in Insurance Changes the Game Vodafone Idea: The End of AGR Chapter, What Next? MS-India Index Earning Revision (Apr): InterGlobe Aviation, Oracle Financial Services Software NIFTY Index Earning Revision (Apr): JIO Financial Services, InterGlobe Aviation, HDFC Bank 1. Eternal Limited: Blinkit’s Dominance Driving the USD 1Bn EBITDA Vision Eternal (ETERNAL IN) , a food delivery and quick commerce platform, reported Q4FY26 adjusted EBITDA of INR 429 crore (+160% YoY), Blinkit turned positive and food delivery maintained ~5.5% margins . Blinkit, with 2,243 stores and strong growth, is now the primary growth driver, with key markets already reaching steady-state EBITDA margins of ~5-6%. Blinkit’s scale, Zomato’s steady growth, and District’s early traction create a differentiated platform, with near-term competition masking a strong multi-year earnings growth opportunity.

Brief India: India Opens the Vault: 100% FDI in Insurance Changes the Game and more

In this briefing: India Opens the Vault: 100% FDI in Insurance Changes the Game Vodafone Idea: The End of AGR Chapter, What Next? MS-India Index Earning Revision (Apr): InterGlobe Aviation, Oracle Financial Services Software NIFTY Index Earning Revision (Apr): JIO Financial Services, InterGlobe Aviation, HDFC Bank Sun Pharmaceutical (SUNP IN): Organon Acquisition to Enhance Scale At the Cost of Growth 1. India Opens the Vault: 100% FDI in Insurance Changes the Game On May 2, 2026, the Finance Ministry gazetted 100% FDI in Indian insurance companies under the automatic route, completing a liberalization journey that began at 26% in 2000. With penetration at 3.7% of GDP against a global average of 7%, India's $142 billion sector remains structurally underserved and massively investible. The move triggers a wave of JV reassessments, raises competitive pressure on premium-priced incumbents, and compels a strategic re-rating across listed insurers. 2. Vodafone Idea: The End of AGR Chapter, What Next?

Brief India: Vodafone Idea: The End of AGR Chapter, What Next? and more

In this briefing: Vodafone Idea: The End of AGR Chapter, What Next? MS-India Index Earning Revision (Apr): InterGlobe Aviation, Oracle Financial Services Software NIFTY Index Earning Revision (Apr): JIO Financial Services, InterGlobe Aviation, HDFC Bank Sun Pharmaceutical (SUNP IN): Organon Acquisition to Enhance Scale At the Cost of Growth The Strait Jacket: Hormuz, OPEC's Fraying Seams & The Shipping Storm That Isn't Going Away 1. Vodafone Idea: The End of AGR Chapter, What Next? The DoT has finalised Vodafone Idea's AGR dues at INR64,046 crore as of December 31, 2025, down 27% from the provisional ₹87,695 crore, with repayments deferred entirely to FY32–FY41. The resolution removes a decade-long legal overhang, accelerates Vi's long-stalled INR 45,000 crore capex plan, and materially improves bank lending confidence, a precondition for competitive survival. The AGR closure is necessary but not sufficient: Vi must now close its debt raise, stop subscriber churn, narrow the ARPU gap, all before spectrum dues spike sharply from FY28. 2.

Brief India: MS-India Index Earning Revision (Apr): InterGlobe Aviation, Oracle Financial Services Software and more

In this briefing: MS-India Index Earning Revision (Apr): InterGlobe Aviation, Oracle Financial Services Software NIFTY Index Earning Revision (Apr): JIO Financial Services, InterGlobe Aviation, HDFC Bank Sun Pharmaceutical (SUNP IN): Organon Acquisition to Enhance Scale At the Cost of Growth The Strait Jacket: Hormuz, OPEC's Fraying Seams & The Shipping Storm That Isn't Going Away Insider Activity: Who Bought Their Own Stock in April 2026 1. MS-India Index Earning Revision (Apr): InterGlobe Aviation, Oracle Financial Services Software We analysed the earning revision of component stocks of MS-India in the past month. We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision. We highlighted EPS revision on InterGlobe Aviation, Oracle Financial Services Software, Bharat Petroleum, ICICI Bank, HDFC Bank, Indian Oil, Vedanta, Reliance Industries. 2. NIFTY Index Earning Revision (Apr): JIO Financial Services, InterGlobe Aviation, HDFC Bank We analysed the earning revision of component stocks of NIFTY in the past month.

IT bounce breaks 5-day losing run, but analysts warn relief may be short-lived

Mumbai: Investors in India's battered information technology sector found a brief respite on Wednesday as software services stocks rebounded, snapping a five-session losing streak. However, analysts cautioned that the relief may be fleeting; most derivative wagers remain bearish following the IT index's 22% plunge during the February series. The Nifty IT index closed 1.6% higher at 30,526.35 on Wednesday, giving up a portion of the 3.1% gains notched up early in the day. The Nifty gained 0.2%, or 57.85 points, to close at 25,482.5 after rising as much as 0.9%. The IT stock benchmark had dropped 9% over the previous five sessions against the 1.2% decline in Nifty. The sector has been under sustained pressure throughout February. Concerns intensified following the launch of new tools by San Francisco-based AI firm Anthropic, which triggered a sell-off fuelled by anxieties over future revenue and order wins. Following the expiry of Nifty's February futures and options contracts on Tuesday, the oversold IT pack gained ground on Wednesday, led by short covering. 128798384 Cautious Signals Sudeep Shah, head of Technical and Derivative Research at SBI Securities, said the index continues to exhibit underlying weakness despite the near-term bounce. "While the sharp dip in RSI (Relative Strength Index) below 20 triggered some technical rebound on Wednesday, the broader trend remains cautious with short positions largely intact, as seen in rollover of over 90% positions from February to March," he said. "The initial strength, which is usually seen on the first day of the new series, may not sustain, as the bounce appears driven more by short covering than fresh long build-up." At the end of every monthly derivatives contract, traders must choose to either exit their positions or "rollover" and carry their bets into the following month. "We observed a significant build-up of short positions in the February series across the IT sector, with no meaningful recovery.

TCS, Infosys to Wipro: Indian IT stocks may have a Black Friday as US tech stocks slump on AI disruption fears

The Nifty IT Index plunged 5.5% in the previous session, led by sharp declines in Coforge, Tech Mahindra, Oracle Financial Services Software and Infosys. The index has fallen nearly 7% over the past week and is down about 13% so far this year, reflecting sustained selling pressure.

IT stocks go into a tailspin as US data adds to AI disruption

Mumbai: Indian software services stocks cracked under a fresh bout of selling on Thursday, with the Nifty IT index tumbling more than 5% for the second time in less than 10 days as the unexpectedly strong US jobs data for January added to existing concerns over AI's impact on the sector. The NSE's IT benchmark fell 5.5% - closing at a 10-month low, with all 10 constituents ending between 4% and 7% lower. Coforge slid 6.6%, followed by Tech Mahindra, Oracle Financial Services Software, LTIMindtree and Infosys, which fell 6-6.4%. Thursday's sell-off wiped out ₹1.56 lakh crore from the Nifty IT index. US job data growth rose in January, signalling a strong labour market that could deter the Federal Reserve from cutting interest rates. Lower interest rates are expected to boost demand. But investors' main concern about the prospects of IT companies remains the advancement of AI technologies. "Rapid developments in AI have created uncertainty among investors, which is weighing on sentiment for traditional IT stocks," said Sumit Pokharna, vice-president, Fundamental Research at Kotak Securities.

Nifty Reclaims 25,000; Piyush Goyal Says 'First Tranche' Of US-India Trade Deal Likely By November

Equity

Markets remained firm for the seventh consecutive day, with selective buying in energy, media, and financials. Analyst calls pointed to caution in BSE and OFSS, despite bullish retail sentiment.

Top Nifty IT Gainer: OFSS Soars On Parent Company’s Blockbuster Cloud Guidance

Oracle Corporation unveiled $455 billion in bookings, new AI partnerships, and aggressive cloud revenue growth targets.



Oracle reportedly lays off over few hundred employees in India amid global job cuts

Over 100 employees in India were let go last week as the company focuses on AI initiatives and cost optimization. Other divisions impacted include the Oracle Financial Services Software (OFSS) divisions.

Oracle Financial Services Software Ltd. is a holding company, which engages in development, sale, and market of computer software and computer systems; and provision of consultancy and other information technology related activities. It operates through the following segments: Product Licenses and Related Activities; and IT Solutions and Consulting Services. The Product Licenses and Related Activities segment deals with banking software products. The IT Solutions and Consulting Services segment offers services comprising the entire lifecycle of applications used by financial service institutions. The company was founded on September 27, 1989 and is headquartered in Mumbai, India.

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	80.70	--	--	N/A
Q1 '26	125.80	--	--	N/A
Q4 '25	80.60	--	--	N/A
Q3 '25	75.30	--	--	N/A
Q2 '25	73.40	62.80	-14.44%	MISSED

Feed

News

Sentiment

Earnings

Fundamentals

Info

OFSS.NSE Earnings

Upcoming Earnings: Q2 '26

Historical Earnings