SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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

Palantirs strong Q3 results and raised outlook, led by surging U.S. commercial AI sales overtaking government revenue, are driving discussion. Despite the upbeat report, shares fell as traders debated whether growth was already priced in given the stocks high valuation, amid weakness in tech stocks.

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

Apples earnings beat estimates, but traders focused on a weaker margin outlook amid rising memory costs, along with soft results in China, iPad and wearables and slower Services growth. Some see the selloff as an overreaction to strong iPhone demand, while others cite margin pressure, slower growth and a high valuation as reasons for concern.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Attention centers on Novavaxs Sanofi partnership: the start of a Phase 3 flu/COVID combination trial triggered a major milestone, and traders are watching for clarity on vaccine sales, royalties and the outlook. Bulls see validation of a partner-led licensing model and Matrix-Ms potential, while skeptics question the scale of recurring revenue and point to weak uptake and a muted share-price response.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstart is drawing attention after a steep selloff ahead of its quarterly earnings, with traders also citing a Bank of America price-target cut and concerns about higher rates, credit conditions, and guidance. The community is split between expecting further downside if results disappoint and viewing the drop as setting up a rebound if earnings and outlook hold up.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

Semiconductor shares are under pressure as investors question whether heavy AI and data-center spending will generate adequate returns, alongside broader tech selling. Traders are split between fears of a deeper correction and dip-buyers looking for a rebound after the sharp losses.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells announced all-stock acquisition of Lumentum has sparked a sharp selloff and debate over dilution, the price paid, and the long wait before closing. Critics see shareholder-value and execution risks, while some investors argue the deal strengthens Marvells position in AI data-center optical connectivity over the longer term.

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.

Discussion centers on the U.S. midterm elections and how a possible shift in congressional control could affect DJT shares, with bearish traders anticipating pressure and bulls arguing the stock could rally. Many also characterize its moves as speculative pump-and-dump trading, while Iran-war and peace-talk headlines appear as a secondary source of market uncertainty.

Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

A report that nonprofit Usona may have filed an FDA application for psilocybin in major depression has raised fears of earlier competition for Compass Pathways COMP360, which is being developed for treatment-resistant depression. Traders disagree over how much the indications and Usonas nonprofit status limit the threat, while some question the reports confirmation and await clarity on Compasss own NDA timeline.

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

WULFs sharp decline alongside AI and data-center peers, with traders focused on earnings risk and concerns about heavy spending, financing, and execution. Bulls point to its AI/HPC contracts and high short interest, while bears see continued downside in the sector selloff.

iShares Trust - iShares Biotechnology ETF

iShares Biotechnology ETF

Biotech sector rotation and relative strength are driving discussion: traders note IBB has held above key moving averages and outperformed small-cap XBI, despite a sector pullback. Some see a breakout and continued interest in biotech, while others remain cautious; upcoming pharma earnings and clinical updates are also in focus.

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

CLF Stock Posts Biggest Gain Of 2026 After CEO Forecasts Strongest Second-Half Performance Since 2021 

Equity

CEO Lourenco Goncalves said the "progression we have been forecasting is now reality.”


Gold, Silver Prices Dip — But Wall Street Sees 'Most Bullish Set-Up' For This Metal 

Citi is touting aluminum as the next metal to buy, with prices expected to average around $4,000 per metric tonne in the second half of 2026. 

3 Market Themes Driving Stocks Right Now: AI, Alt Energy and Commodities

AI, Alternative Energy and Commodity stocks are all leading this market as a confluence of economic developments drive growth and constrain supply.

House Democrat Flags Commerce Secretary Howard Lutnick's Conflict Of Interest In $1.6B USA Rare Earth Deal: Report

According to a Reuters report, Representative Zoe Lofgren stated that the USA Rare Earth deal gives the government a “highly concerning” leverage over the company.

Why Do Retail Investors Believe UAMY Shares Have A 350% Upside Potential?

United States Antimony Corp. garnered retail interest on Monday as the ongoing war in Iran, and its recent uplisting to the New York Stock Exchange fueled investor optimism. 


3 Reasons Why Mining ETFs Are Shining Bright

Mining ETFs are outperforming as AI demand, green energy expansion and geopolitical supply risks drive strong momentum in metals and raw materials.

Trump Administration Plans To Use Pentagon-Developed AI For Critical Mineral Price Benchmarks: Report

Officials will initially apply the Open Price Exploration for National Security AI pricing model to four critical minerals, Reuters reported.

CLF Stock Garners Retail Attention Amid CEO Share Dump, Tariff Uncertainty

An SEC filing from Feb. 11 revealed that CEO Lourenco Goncalves had sold 3 million shares of Cleveland-Cliffs for about $12.42 each. 

US Antimony, Americas Gold Launch JV To Push Domestic Antimony And Critical Minerals Growth: Retail Says It’s A ‘Game Changer’

The venture will be structured with Americas Gold and Silver holding a 51% stake and US Antimony holding a 49% stake, with the latter acting as the managing member.


Why Are CLF Shares Down Over 19% Today?

Cleveland-Cliffs reported revenue of $4.3 billion, flat year-on-year, but significantly below analyst consensus of $4.6 billion, according to data from Fiscal.ai. 

SPDR Series Trust - State Street SPDR S&P Metals & Mining ETF

Bullish Sentiment

<ul class="summary-bullets"><li>Cleveland-Cliffs returned to positive free cash flow in the second quarter and said it has begun reducing debt,&nbsp;with a leverage target of under 2.5x by this time next year.&nbsp;</li><li>Management expects higher steel prices, increased shipments, and lower unit costs to drive a sharp improvement in EBITDA during the second half.</li><li>The company cited stronger domestic steel demand, lower import competitiveness, improving automotive volumes, and AI-driven operational efficiencies among the key tailwinds.</li></ul>Shares of Cleveland-Cliffs (CLF) soared in morning trade on Thursday after CEO Lourenco Goncalves forecast the company would deliver its strongest second-half earnings performance since 2021 moving forward.<a href="https://stocktwits.com/symbol/CLF">CLF’s stock</a> jumped nearly 20% in morning trade, clocking its biggest single-day gain since October last year and hitting its highest level in about a month. The stock was among the top trending tickers on Stockwits at the time of writing.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260723_094202840_png_0e4ff90fbd.webp" alt="koyfin_20260723_094202840.png" width="2400" height="1240"><figcaption>CLF stock price gains year-to-date. | Source: Koyfin</figcaption></figure>During the earnings call, CEO Lourenco Goncalves said the quarter "still understates" where the business is headed over the coming quarters, adding that "the progression we have been forecasting is now reality."Second-quarter (Q2) revenue came in at $5.2 billion, topping Wall Street estimates of $5.14 billion. The company reported a loss of $0.20 per share, narrower than the expected loss of $0.22 per share.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260723_094508984_png_512d349dd6.webp" alt="koyfin_20260723_094508984.png" width="2400" height="1240"><figcaption>CLF stock performance over the past three months. | Source: Koyfin</figcaption></figure><h2 class="st-heading-2">CEO Expects Strongest Second Half Since 2021</h2>Goncalves said Cleveland-Cliffs expects its leverage target to fall below 2.5x by this time next year as “the cash flows generated from both ongoing profit and asset sales will be used to delever over that time frame.”Management said third-quarter earnings before interest, tax, depreciation, and amortization (EBITDA) would&nbsp;more than double in the third quarter (Q3) compared to the Q2 level, with fourth-quarter (Q4) EBITDA expected to exceed third-quarter levels."With average selling prices, volumes, and costs all moving in the right direction, our second-half earnings performance should be our strongest since 2021," he said.He added that the uptick would be supported by average selling prices projected to increase by roughly $55 per net ton from the second to the third quarter, shipments are expected to rise by about 300,000 net tons, and unit costs are forecast to decline by approximately $10 per net ton.During the earnings call, management also said extended maintenance outages that weighed on Q2 production are now complete, automotive shipments continue to improve, and higher utilization across finishing lines should help absorb fixed costs.<h2 class="st-heading-2">Domestic Steel Market Continues To Improve</h2>In addition to the core financials, the company said several market conditions have also turned more favorable in recent months.Management pointed to stronger domestic steel demand, subdued imports, longer lead times, and higher hot-rolled coil prices during the earnings call. Executives also said geopolitical tensions, including the conflict involving Iran, have increased global energy, freight, and steel production costs, making imported steel less competitive in the U.S. market.The firm added that data center construction and border wall projects were among the strongest sources of domestic demand. It also noted improving conditions in Canada's hot-rolled steel market and said its partnership with Palantir (PLTR) was helping to improve operational efficiency through AI.<h2 class="st-heading-2">How Is Retail Feeling About CLF Stock?</h2>Retail sentiment around the steelmaker improved to 'extremely bullish' from 'bullish' over the past day, while chatter climbed to 'high' from 'normal' levels. Platform data showed message volume rose more than 40% over the past 24 hours.<figure class="image"><img src="https://news.stocktwits-cdn.com/image_9_png_7d07f21a49.webp" alt="image (9).png" width="1270" height="690"><figcaption>CLF stock retail sentiment on July 23 as of 9:45 a.m. ET | Source: Stocktwits&nbsp;</figcaption></figure>Retail investors on Stockwits applauded the improved guidance, positive free cash flow, and debt reduction, calling them signs that "all positive news" lies ahead.&nbsp;<stembedurl>https://www.stocktwits.com/ajsuff/message/659797154</stembedurl><stembedurl>https://www.stocktwits.com/The_Real_Steve/message/659813209</stembedurl>Despite Thursday’s morning rally, CLF’s stock is down nearly 16% year-to-date and has traded flat over the past 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/american-airlines-aal-stock-falls-fuel-costs-guidance-cut-q2-earnings/cZZn8dMR7xD">AAL Stock Drops After $2.2B Fuel Costs Spark Full-Year Guidance Cut Despite Q2 Beat</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

In this photo illustration, the Cleveland-Cliffs logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Shares of Cleveland-Cliffs (CLF) soared in morning trade on Thursday after CEO Lourenco Goncalves forecast the company would deliver its strongest second-half earnings performance since 2021 moving forward.

Cleveland-Cliffs Inc

VanEck Steel ETF

Vanguard Total Stock Market ETF

SPDR Metals & Mining ETF

Up more than 3%

Flat to up 3%

Flat to down 3%

Down more than 3%

What’s your expected total return for the S&amp;P 500 ($SPY) in November?

Stocktwits

What’s your expected total return for the S&P 500 (

Stocktwits Polls

$XME is looking for a double correction from January 26, 2026 high and the ETF can see further downside to $72 - $82 area #elliottwave

Henry

$XME added a starter this morning on the gap fill at 97.58 - good discount on a solid asset. 30 RSI and below the bottom bollinger. great risk/reward setup to begin DCA buys.

$XME put on a half position in trading account $97 & change, 33 rsi is a good risk/reward for dca strategy

Feed

News

Sentiment

Fundamentals

Info

XME SPDR Metals & Mining ETF

Fundamentals

Latest XME News