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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

SpaceX is drawing attention after a strong quarterly report and rapid growth in its AI-compute business prompted bullish reactions and analyst upgrades. Traders are weighing that growth against heavy capital spending and an upcoming share unlock, while a possible Tesla merger remains speculative.

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

Netflix sold off after its earnings update despite a profit beat, as softer revenue and margin guidance and a reduced advertising outlook raised concerns about slowing growth and ad execution. Traders are divided between viewing the decline as an overreaction and expecting further weakness amid competition and content concerns.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS is drawing attention as traders position around the anticipated 80th-event milestone and final survival analysis for its Phase 3 REGAL trial of GPS in AML; the companys last disclosed count was 78 events. Bulls interpret the extended wait as potentially encouraging and speculate about a squeeze or buyout, while skeptics stress that neither the milestone nor favorable results have been confirmed.

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 preliminary fiscal first-quarter update sharply raised its revenue outlook and gross-margin guidance, citing stronger AI-platform demand, driving a sharp after-hours rally. Many traders welcomed the figures and anticipated short covering, while others questioned whether margins, cash flow and execution can sustain the improvement and whether the stock can hold its gains.

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 weak, range-bound trading and upcoming earnings are focusing attention on whether cloud and AI growth can justify heavy infrastructure spending. Traders are split between viewing the pullback as a buying opportunity and worrying about capex, competition, and poor price action; quantum-computing news also draws interest but has not clearly shifted the debate.

AT&T, Inc. is a holding company, which engages in the provision of telecommunications and technology services. It operates through the Communications and Latin America segments. The Communications segment offers wireless, wireline telecom, and broadband services to businesses and consumers located in the US and businesses globally. The Latin America segment provides wireless services and equipment in Mexico. The company was founded in 1983 and is headquartered in Dallas, TX.

AT&T, Inc.

AT&T Inc

SpaceXs planned acquisition of low-band spectrum to expand Starlink Mobile has driven concerns about future competition, weighing on AT&T alongside other major carriers. Traders are split between seeing a lasting threat to wireless pricing and viewing the selloff as an overreaction given the years of investment and infrastructure needed to compete; many are buying the dip for AT&Ts fiber business and dividend.

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

Nokias AI-RAN call on T-Mobiles live commercial network, alongside its NVIDIA partnership and a planned SoftBank trial, is fueling interest in its push into AI infrastructure. Traders are weighing that progress against whether AI and cloud orders can translate into revenue and profits, with earnings seen as a key test amid recent share-price weakness.

Alphabet Inc - Ordinary Shares - Class C

Alphabets upcoming earnings are the main focus, with traders debating whether strong Cloud and AI demand can justify heavy AI infrastructure spending and deliver returns. Some expect results or Gemini developments to lift the shares, while others worry about rising capex and continued weakness near resistance.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

Attention centers on TG Therapeutics MS conference data, especially preliminary azer-cel Phase 1 findings in progressive MS that traders describe as showing disability improvements and encouraging safety in a small cohort. The reaction is optimistic but tempered by the early, limited evidence, with investors also watching long-term BRIUMVI outcomes and switching data.

Zoom Communications, Inc. engages in the provision of a communications and collaboration platform. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa. The company was founded by Eric S. Yuan in 2011 and is headquartered in San Jose, CA.

Zoom Communications Inc. - Ordinary Shares - Class A

Oppenheimers upgrade of Zoom to Outperform, citing uptake of its AI platform and its shift toward broader communications and workflow services, is drawing attention. Some traders see the upgrade as validation of Zooms growth story, while others remain skeptical about its growth prospects and focus on speculative Anthropic-related upside.

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New Strong Sell Stocks for October 14th

ADDYY, CELC and CNL have been added to the Zacks Rank #5 (Strong Sell) List on October 14, 2026.

NIKE's Digital Transformation: Competitive Edge or Cost Burden?

NKE's digital transformation aims to boost consumer engagement and direct sales, but weakening online demand and rising costs pose profitability challenges.

NIKE's High P/E Valuation: Can Fundamentals Justify the Premium?

NKE's premium valuation faces pressure as weak demand, margin strain, estimate cuts and a prolonged turnaround cloud its near-term outlook.

NIKE's Cost Controls vs. Growth Investments: Right Tradeoff?

NKE targets $2.5B in Pace savings through fiscal 2031 while protecting innovation and marketing investments amid near-term revenue pressure.

Will New Footwear Launches Help NIKE Rebuild Sportswear Momentum?

NKE is betting on new footwear and its Sport Offense strategy to revive Sportswear as digital weakness and discounting weigh on momentum.

Nike, Puma, Adidas In Focus As StoneX Maps Out Diverging Turnaround Paths 

Equity

The brokerage's new coverage highlights different priorities across the three brands, from Nike's inventory and marketplace work to Adidas' product momentum and Puma's distribution reset.

NIKE vs. adidas: Which Athletic Giant Has the Stronger Market Position?

ADDYY has stronger sales momentum, faster direct-to-consumer growth and a lower forward P/S multiple, while NKE rebuilds around performance sports.

NIKE's Marketplace Strategy: Balancing Reach and Profitability?

NKE is reshaping its marketplace strategy by rebuilding wholesale, cutting promotions and sharpening full-price profitability across channels.

Should Investors Wait on LULU as Growth Slows and Valuation Changes?

lululemon faces slowing demand and earnings pressure as investors weigh lower valuation, competition and recovery efforts focused on product innovation and efficiency.

LULU Falls 14.1% in a Month: Can New Growth Levers Help Investors?

lululemon faces demand challenges and margin pressure as product resets, new styles and growth levers shape its recovery path.

adidas AG engages in the design, distribution, and marketing of athletic and sporting lifestyle products. It operates through the following geographical segments: Europe, Emerging Markets, North America, Greater China, Latin America, Japan, and South Korea, and Other Businesses. The Other Businesses segment includes the activities of the Y-3 label and other subordinated businesses. The company was founded by Adolf Dassler in 1924 and is headquartered in Herzogenaurach, Germany.

Adidas AG - ADR - Level I

Bearish Sentiment

<ul class="summary-bullets"><li>StoneX initiated Nike and Puma at ‘Hold' with no price targets, while starting Adidas at ‘Buy’ with a €200 price target.</li><li>Adidas’ turnaround is entering a new phase, with StoneX pointing to a shift toward sustained market-share gains.</li><li>StoneX sees Puma’s wholesale reset and improving inventory as a path to recovery, but demand remains the key test.</li></ul>Shares of Nike Inc. (NKE), Puma SE (PUMSY) and Adidas AG (ADDYY) were in focus Tuesday morning after StoneX initiated coverage of the three sportswear companies, offering differing views on their respective recovery efforts.StoneX analyst Zeyn Burak initiated coverage of Nike with a ‘Hold' rating and no price target. The firm also initiated coverage of Puma with a ‘Hold' rating and no price target, while initiating coverage of Adidas with a ‘Buy' rating and a €200 price target.NKE shares were up 1.61%, PUMSY gained 1.21%, and ADDYY rose 1.19% in Tuesday's premarket trading as of this writing.<h2 class="st-heading-2">StoneX Sees Nike Turnaround Taking Time</h2>StoneX said Nike's recovery could be “lengthy,” citing weakness in its lifestyle business, elevated promotions, excess inventory, and ongoing marketplace resets.According to Koyfin data, 26 of 41 analysts rate NKE a 'Hold,' while 9 of 41 rate the stock a 'Buy.'Nike's latest results showed some improvement in wholesale, with fourth-quarter wholesale revenue rising 4% year over year, while NIKE Direct revenue fell 7%. The company also said it was working to improve marketplace health and manage its product portfolio.<h2 class="st-heading-2">Adidas Sees Share-Gain Momentum</h2>StoneX took a different view of Adidas, saying the company's turnaround has transitioned into a sustainable share-gain cycle.According to Koyfin data, 14 of 30 analysts rate ADDYY a 'Buy,' while 8 rate the stock 'Strong Buy' and 8 rate it 'Hold.'Adidas has shown broad-based momentum across its portfolio, with Performance revenue led by strong growth in Football and Running, while Lifestyle growth reflected gains in Originals and Sportswear. The company also said healthy full-price sales and a more favorable business mix supported gross margin in the first half of 2026.<h2 class="st-heading-2">Puma Works Through Wholesale Reset</h2>For Puma, StoneX said its wholesale reset, improving inventory and product pipeline, provides a “credible path to recovery.” However, the firm identified a key question around whether those measures can translate into sustainable underlying demand.According to Koyfin data, 11 of 19 analysts rate PUMSY ‘Hold’, while 6 rate the stock ‘Buy’.PUMA said its second-quarter (Q2) sales were affected by ongoing reset measures, including efforts to reduce undesirable wholesale business and clear inventory. Inventories fell 15.3% year over year to €1.82 billion, while the company said its inventory cleanup remained on track to normalize by year-end 2026.<h2 class="st-heading-2">NKE, PUMSY, ADDYY: Retail View</h2>Retail sentiment for NKE on Stocktwits was “Bullish” with high message volume over the past 24 hours. PUMSY also had “Bullish” sentiment, while ADDYY sentiment remained “Neutral.”<a href="https://stocktwits.com/symbol/NKE">NKE&nbsp;</a>shares have fallen nearly 39% year-to-date, while&nbsp;<a href="https://stocktwits.com/symbol/ADDYY">ADDYY</a> is down about 16% and&nbsp;<a href="https://stocktwits.com/symbol/PUMSY">PUMSY&nbsp;</a>has declined about 3%.(Exchange Rate: €1 = $1.15)Also read: <a href="https://stocktwits.com/news-articles/markets/equity/azo-q4-earnings-beat-expectations-ceo-says-firm-s-well-positioned-for-sales-growth-in-fiscal-2027/cZMPnVTRBeY">AZO Q4 Earnings Beat Expectations: CEO Says Firm’s Well Positioned For Sales Growth In Fiscal 2027</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Nike shoes are displayed at a shoe store in Novato, California. 

Nike, Puma, Adidas In Focus As StoneX Maps Out Diverging Turnaround Paths

Adidas

Nike Inc

Puma SE - ADR

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.

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$ADDYY $NKE $ONON $1.58 × 20x is a liquidation multiple on a brand you just admitted still exists.

Nike Running has grown five straight quarters over 20% in Q3 and added about $1B. 

Football is up. Wholesale is +6%. 

They took $2B+ of AF1/Dunk/AJ1 out on purpose so the new kit can sell at full price. 

That is why total sales look like −4% while On and Adidas are lapping a company that stopped flooding the market.

China is 13% of sales. It is not the P&L.

If the print tomorrow is just another managed cut with GM up and running still hot, $31.60 is the price of being early on the wrong year. 

Consumers are buying Nike. They’re buying the part Hill actually turned on.

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