SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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.

Democratic gains in the midterms are driving a sharp selloff in DJT, with traders linking the companys political-sentiment appeal to concerns that Trump will have less influence under a divided government. The discussion is overwhelmingly bearish, though some traders argue the TAE merger and dilution risks matter beyond the election outcome.

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

Record quarterly results and a stronger outlook fueled by AI-server demand have drawn attention, but traders are frustrated that the stocks initial gains faded. The debate centers on whether election-related worries about data-center expansion and broader AI-sector weaknessor concerns about thin margins, customer concentration, cash flow and management credibilityare weighing on the shares; some traders attribute the move to manipulation without evidence.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

A sharp rebound to fresh highs after the earnings-related pullback has traders pointing to post-election relief and rotation into Apple as a perceived safe haven, with some describing a short squeeze. Others question the move given margin pressure from rising memory costs and Apples valuation.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMDs strong quarterly results and upbeat outlook are being weighed against a sharp reversal in the shares. Traders debate whether worries about data-center regulation after Democratic election gains, valuation and the sustainability of AI spending outweigh the companys growth outlook; bulls argue demand remains strong.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron is caught in a sharp semiconductor selloff as traders worry that election outcomes could bring tighter AI regulation or slow data-center construction, weakening memory demand. The community is divided between bears anticipating a prolonged AI-spending slowdown and bulls arguing the fears are overblown and long-term demand for memory remains strong.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Ciphers sharp selloff is drawing attention to its Q3 revenue miss and analyst price-target cuts, alongside worries that Texas political and regulatory changes could slow data-center expansion. Bears fear delays and execution risks, while bulls argue existing leases and AI infrastructure demand remain intact.

Vistra Corp. is a holding company, which engages in the provision of electricity and power generation. It operates through the following segments: Retail, Texas, East, West, and Asset Closure. The Retail segment includes sale of electricity and natural gas to residential, commercial, and industrial customers. The Texas and East segments are involved in electricity generation, wholesale energy sales and purchases, commodity risk management activities, fuel production and fuel logistics management. The West segment represents the company's electricity generation operations in CAISO. The Asset Closure segment refers to the decommissioning and reclamation of retired plants and mines. The company was founded in 1882 and is headquartered in Irving, TX.

Vistra Corp

A steep selloff has traders debating whether election-related uncertainty about energy policy and a broader unwind of AI-power stocks are driving the decline. Many see the drop as an overreaction and are buying the dip, citing ongoing data-center electricity demand, while others worry about tighter regulation and fading scarcity expectations.

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

Democratic gains in the midterms are driving concern that SpaceX could face greater scrutiny of Musks government dealings, contracts and data-center plans; traders debate whether that presents a real business risk or an overreaction, with many buying the selloff. The Qualcomm partnership for Starlink Mobiles planned 5G network is a bullish counterpoint in the discussion.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

SPYs rally after Democrats midterm gains is being discussed as a relief move, with traders pointing to reduced election uncertainty and a divided government. The bullish reaction has sparked a debate over whether the move can hold or is a short squeeze likely to fade, while some traders remain concerned about potential AI and data-center regulation.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

A sharp selloff in memory and AI-chip stocks is dominating discussion, with traders speculating that midterm-election uncertainty could slow data-center expansion; others argue the political fears are overstated and memory demand remains strong. The debate pits worries about a cyclical downturn and fading AI-trade momentum against bullish views citing strong results and ongoing supply constraints.

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

Riots reported 15-year Corsicana data-center lease with a leading Frontier AI lab is driving attention, alongside its earnings and broader shift from Bitcoin mining toward AI infrastructure. Traders are cheering the large contract as validation of that pivot, while others question execution and whether the lease will translate into durable cash flow, noting that gains have been volatile.

The move appears tied to Riots announced 15-year lease with a leading Frontier AI Lab for 910 MW at its Corsicana campus, representing about $28 billion in contracted revenue. The announcement coincided with Q3 earnings, but traders focused primarily on the data-center contract.

What's in the Offing for Riot Platforms Stock This Earnings Season?

RIOT is expected to report lower Q3 revenues and a wider loss, as rising mining costs and network difficulty weigh on performance despite higher Bitcoin prices.

CIFR Stock Gets Biggest Price-Target Cut In Sector-Wide Reset Amid Keefe Bruyette’s AI Hosting Valuation Concerns

Equity

Keefe Bruyette lowered price targets on seven bitcoin miners and AI hosting companies on Monday.


Riot Platforms, Inc. (RIOT) Suffers a Larger Drop Than the General Market: Key Insights

In the most recent trading session, Riot Platforms, Inc. (RIOT) closed at $12.81, indicating a -6.77% shift from the previous trading day.

Stay Ahead of the Game With Riot Platforms, Inc. (RIOT) Q3 Earnings: Wall Street's Insights on Key Metrics

Evaluate the expected performance of Riot Platforms, Inc. (RIOT) for the quarter ended September 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

Riot Platforms, Inc. (RIOT) Falls More Steeply Than Broader Market: What Investors Need to Know

In the closing of the recent trading day, Riot Platforms, Inc. (RIOT) stood at $13.74, denoting a -4.91% move from the preceding trading day.

Cipher Digital Gears Up to Report Q3 Earnings: What's in Store?

Cipher Digital's Q3 results may reflect its shift to HPC leasing, with new data center rental income, declining mining revenues and rising construction costs in focus.

Marex Group PLC (MRX) Earnings Expected to Grow: Should You Buy?

Marex Group PLC (MRX) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Investors Heavily Search Riot Platforms, Inc. (RIOT): Here is What You Need to Know

Zacks.com users have recently been watching Riot Platforms, Inc. (RIOT) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Should You Buy, Sell or Hold MSTR Stock Before Q3 Earnings?

Strategy's Q3 earnings outlook brightens on Bitcoin's rebound, but premium valuation, dilution concerns and financing costs warrant caution ahead of results.

Riot Platforms, Inc. (RIOT) Expected to Beat Earnings Estimates: Can the Stock Move Higher?

Riot Platforms, Inc. (RIOT) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

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

• Reported GAAP EPS of $0.01 down -96.15% YoY
• Reported revenue of $181.43M up 0.67% YoY
• Riot expects contracted data center leases to generate more than $2B of average annual net operating income at full deployment; Corsicanas lease includes approximately $1.8B average annual rent over its 15-year initial term.

Stocktwits

Riot Platforms Inc

 Q3 '26 Earnings Results & Recap

• Reported GAAP EPS of $0.01 down -96.15% YoY
• Reported revenue of $181.43M up 0.67% YoY
• Riot expects contracted data center leases to generate more than $2B of average annual net operating income at full deployment; Corsicanas lease includes approximately $1.8B average annual rent over its 15-year initial term.

This account has been verified as an official STOCKTWITS representative.

Verified Account

Stocktwits Earnings

• Reported GAAP EPS of $0.01 down -96.15% YoY
• Reported revenue of $181.43M up 0.67% YoY
• Riot expects contracted data center leases to generate more than $2B of average annual net operating income at full deployment; Corsicanas lease includes approximately $1.8B average annual rent over its 15-year initial term.

Riots Bitcoin Mining revenue was $116M versus $160.8M, Adjusted EBITDA was $191,333 versus $197,197, and Riot listed construction delays, supply chain issues, permitting or regulatory hurdles, and unforeseen technical challenges.

Riot signed a 15-year, 910 MW Corsicana lease worth approximately $28B, Engineering revenue was $47M versus $19.1M on strong third-party demand, and mining cost was $39,265 versus $46,324.

Riot Platforms, Inc. is a bitcoin mining company, which engages in the provision of special cryptocurrency mining computers. It invests in Verady, Coinsquare, and Tess. It operates through the Bitcoin Mining and Engineering segments. The Bitcoin Mining segment focuses on maximizing ability to successfully mine Bitcoin by growing hash rate. The Engineering segment designs and manufactures power distribution equipment and custom engineered electrical products that provides them the ability to vertically integrate many of the critical electrical components and engineering service. The company was founded on July 24, 2000 and is headquartered in Castle Rock, CO.

Bullish Sentiment

<ul class="summary-bullets"><li>Keefe Bruyette said AI colocation fundamentals remain attractive but that valuation discipline is increasingly important.</li><li>The firm said miners are trading near or below estimated contracted lease values.</li><li>It kept ‘Outperform’ ratings on six of the seven stocks and ‘Market Perform’ on Keel Infrastructure.</li></ul>Cipher Digital (CIFR) shares took the biggest price-target cut on Monday in a sector-wide reset by Keefe Bruyette, which flagged valuation risks across Bitcoin miners-turned-AI hosting companies despite the appeal of leasing data-center capacity to AI customers.CleanSpark (CLSK), Riot Platforms (RIOT), Hut 8 (HUT), TeraWulf (WULF), Core Scientific (CORZ) and Keel Infrastructure (KEEL) also saw their price targets trimmed, according to TheFly. However, even after the cuts, the new targets sit above Friday’s closes for each stock.<h2 class="st-heading-2">CIFR, CLSK Stocks Face Steepest Cuts in AI Infrastructure Reset</h2>Keefe Bruyette kept ‘Outperform’ ratings on six of the seven stocks, and kept a ‘Market Perform’ rating on Keel. Both CLSK and CIFR saw their price targets cut by more than 50%.&nbsp;The firm cut its price target on Cipher Digital to $11 from $28, a drop of around 61%, and slashed its price target on CleanSpark to $11.50 from $25, a cut of around 54%.&nbsp;<a href="https://stocktwits.com/symbol/CLSK">CLSK stock</a> rose 2.3%, and&nbsp;<a href="https://stocktwits.com/symbol/CIFR">CIFR stock</a> gained 2.8% in pre-market trade as&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin</a> (BTC) recovered to above $77,500 after falling to around $76,000 on Friday. Most crypto-related stocks traded higher, with&nbsp;<a href="https://stocktwits.com/symbol/COIN">Coinbase</a> (COIN) the exception after a Morgan Stanley downgrade.On Stocktwits, retail sentiment around CLSK dipped to 'extremely bearish' from 'bearish' territory over the past day, while sentiment around CIFR fell to 'neutral' from the 'bullish' zone.<img src="https://news.stocktwits-cdn.com/s7hx_W_keefe_bruyette_cuts_price_targets_on_7_bitcoin_miners_142b3990da.png" alt="s7hxW-keefe-bruyette-cuts-price-targets-on-7-bitcoin-miners-.png"><h2 class="st-heading-2">New Lease Deals, Project Financing Are Key Tests</h2>Keefe Bruyette said the stocks are trading near or below its estimates of the value of their contracted leases. That leaves less room for error if projects cost more to build or take longer to generate revenue.The firm said investors need greater clarity on construction costs and how companies plan to finance new projects. Upcoming project financings will be important tests of whether the companies can secure the capital needed to deliver their planned data-center capacity.Keefe Bruyette also warned that a potential ‘lease catalyst drought’ through early 2027, along with regulatory uncertainty in Texas, could weigh on investor sentiment.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261102_065946414_1aa6d9dace.png" alt="koyfin_20261102_065946414.png" width="2400" height="1240"><figcaption>Bitcoin mining stocks’ price performance year-to-date price change on October 2 as of 6:30 a.m. ET| Source: Koyfin</figcaption></figure>The price-target cuts follow a volatile year for the group. All seven stocks rallied from April into early June before giving back much of their gains. Hut 8 remained up about 29% for the year, while Cipher was down roughly 51%.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/elon-musk-warns-of-ai-shakeout-while-zuckerberg-pichai-nadella-jassy-discuss-the-costs-mag-7-voices-this-week/cZUKmssR9cO">Elon Musk Warns Of AI Shakeout, While Zuckerberg, Pichai, Nadella, Jassy Discuss The Costs: MAG 7 Voices This Week</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Representative image of Bitcoin mining servers. (Photo by Jason Marz/Getty Images)

Cipher Digital (CIFR) shares took the biggest price-target cut on Monday in a sector-wide reset by Keefe Bruyette, which flagged valuation risks across Bitcoin miners-turned-AI hosting companies despite the appeal of leasing data-center capacity to AI cus

CIFR, CLSK Stocks See Biggest Price-Target Cuts Across Bitcoin Miners-Turned-AI Hosts By Keefe Bruyette

Cleanspark Inc

Core Scientific Inc

Hut 8 Corp

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.

Stocktwits Polls

Traders are closely tracking the massive $28 billion Frontier AI data center lease and what it means for long-term revenue.

The market is bracing for volatility around Q3 earnings with a significant 16.7% implied move projected.

Unusual flow shows heavy hedging and conflicting bets, with traders split on whether a squeeze or a sell-off is coming.

Discussions are surfacing about whether data center pivots represent a true business shift or a continuation of past mining patterns.

Feed

News

Sentiment

Earnings

Fundamentals

Info

RIOT News