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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

SpaceXs stronger-than-expected quarterly results, including its first reported profit as a public company and rapid growth in AI compute, are driving attention and a bullish share reaction. Traders are debating whether AI growth can justify the heavy capital spending and valuation, while an upcoming share unlock is a near-term concern.

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

Netflixs earnings beat was overshadowed by a softer outlook, slower revenue growth and a reduced advertising revenue forecast, prompting a sharp selloff. Traders are divided between seeing further downside from weakening growth and ad execution, and viewing the drop as overdone given the companys profitability.

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

Anticipation around Nokias Q3 resultsparticularly whether AI and cloud demand can translate into revenueis dominating discussion, alongside its live AI-RAN call with T-Mobile and NVIDIA. Bulls see the milestone and partnerships as evidence of Nokias AI-infrastructure potential, while skeptics point to the share-price weakness and question whether the growth will show up in results.

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 quarterly update sharply raised its revenue outlook on stronger AI-server demand and projected improved gross margins, driving a rally and renewed debate over the companys valuation. Traders are largely bullish and discussing potential short covering, while some remain cautious about whether margins, cash flow, and execution can sustain the improvement.

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

A sharp, high-volume rebound has put SLS in focus as traders position around the anticipated 80th survival event and final analysis of SELLASs Phase 3 REGAL trial of GPS in AML; the last disclosed count was 78, and no new event or results are confirmed. Bulls view the extended wait as potentially encouraging and speculate about a readout or buyout, while skeptics stress that the trial outcome remains uncertain.

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 C

Alphabets upcoming earnings are the main focus, with traders watching Cloud and AI performance alongside guidance on heavy AI spending. Bulls expect strong results and are buying dips, while bears worry that rising capex may not deliver returns and point to the stocks weak, range-bound trading.

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 MSToronto presentations, especially initial azer-cel Phase 1 data in progressive MS and updated long-term BRIUMVI results. Traders are hopeful the data could strengthen the companys growth story, while debating whether azer-cel will show meaningful clinical benefit beyond early safety signals; buyout speculation also surfaces but remains unconfirmed.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabets upcoming earnings have traders focused on whether strong AI and cloud demand can translate into delivered capacity and returns, with heavy data-center spending and free-cash-flow pressure weighing on the shares. The conversation is split between buyers pointing to Googles AI, cloud and quantum advances and skeptics concerned about execution, capital intensity and weak price action.

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

AT&Ts Q3 results beat expectations and the company raised its full-year outlook, with strong broadband and wireless additions drawing attention. Traders are debating the weak initial share-price reaction despite the upbeat report, while many view the pullback as a buying opportunity.

Amkor Technology, Inc. engages in the provision of outsourced semiconductor packaging and test services. Its services include design, package characterization, test, and wafer bumping services. The company was founded in 1968 and is headquartered in Tempe, AZ.

AMKOR Technology Inc.

Traders are focused on AMKRs AI-driven advanced-packaging opportunity, including planned capacity expansion and its NVIDIA relationship, as earnings approach. Long-term bulls see the business as a key semiconductor bottleneck, while others point to the stocks weakness and remain cautious about the outlook.

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AER vs. WAB: Which Stock Should Value Investors Buy Now?

AER vs. WAB: Which Stock Is the Better Value Option?

Wall Street Analysts Think AerCap (AER) Could Surge 25.77%: Read This Before Placing a Bet

The consensus price target hints at a 25.8% upside potential for AerCap (AER). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

AerCap Holdings N.V. to Release Third Quarter 2026 Financial Results on October 28, 2026

AerCap Holdings N.V. to Release Third Quarter 2026 Financial Results on October 28, 2026 AerCap Holdings N.V. to Release Third Quarter 2026 Financial Results on October 28, 2026PR NewswireDUBLIN, Oct. 5, 2026 DUBLIN, Oct. 5, 2026 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap" or the "Company...

AerCap Leased, Purchased and Sold 204 Assets in the Third Quarter 2026

AerCap Leased, Purchased and Sold 204 Assets in the Third Quarter 2026 AerCap Leased, Purchased and Sold 204 Assets in the Third Quarter 2026PR NewswireDUBLIN, Oct. 5, 2026DUBLIN, Oct. 5, 2026 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap") (NYSE: AER) has announced its major business transactions...

AER or WAB: Which Is the Better Value Stock Right Now?

$1000 Invested In AerCap Holdings 15 Years Ago Would Be Worth This Much Today

AerCap Holdings (NYSE:AER) has outperformed the market over the past 15 years by 5.78% on an annualized basis producing an average annual return of 19.16%. Currently, AerCap Holdings has a market capitalization ofread more...

Is WLFC's Low EV/Sales Ratio a Hidden Gem for Investors or a Value Trap?

WLFC benefits from favorable aviation leasing conditions as fleet growth, institutional capital and aftermarket expansion lift revenues.


AerCap Holdings (AER) Inspires Confidence with 100th Boeing 787 Delivery

AerCap Holdings (AER) Inspires Confidence with 100th Boeing 787 Delivery...

AerCap (AER) Moves to Strong Buy: Rationale Behind the Upgrade

AerCap (AER) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

AerCap Holdings NV engages in the leasing, financing, sales, and management of commercial flight equipment. It offers passenger and cargo aircraft. The company was founded in 1995 and is headquartered in Dublin, Ireland.

Aercap Holdings N.V.

BA Stock Slips Despite Boeing’s Farnborough Order Spree — Retail Stays Bullish As One Trader Sees $50 Pop After Earnings

Equity

Neutral Sentiment

<ul class="summary-bullets"><li>Boeing secured new orders from MSC Air Cargo, Uganda Airlines, Luxair and AerCap on Tuesday.</li><li>Boeing is scheduled to report earnings on July 28, with analysts expecting a narrower quarterly loss and higher revenue than a year ago.</li><li>Despite the contract announcements, BA shares fell on Tuesday, though the stock was among the top 10 trending tickers on Stocktwits.</li></ul>Boeing Co. (BA) secured a series of aircraft orders at the Farnborough International Airshow on Tuesday, extending its contract-winning streak.&nbsp;Despite the announcements, <a href="https://stocktwits.com/symbol/BA">BA stock</a> was down around 2.4% in afternoon trading at the time of writing, though it ranked No. 1 among the top trending tickers on Stocktwits.<h2 class="st-heading-2">BA Secures Fresh Orders Across Aircraft Programs</h2>Boeing’s new commercial aircraft orders at the Farnborough International Airshow span its 737, 777, and 787 programs.Boeing and MSC Air Cargo announced that the air cargo operator has purchased five 777-8 Freighters. The previously unidentified order marks MSC Air Cargo’s first purchase of the 777-8 Freighter, according to TheFly.Boeing and Uganda Airlines also announced that the East African carrier is ordering four 737-8s and four 787-9s to grow and modernize its fleet. “Together, the 737 MAX and 787 Dreamliner will enable Uganda Airlines to serve more destinations while reducing fuel use by 20-25% compared to the airplanes they replace,” Boeing said in a release.Meanwhile, Boeing and Luxair, the national airline of the Grand Duchy of Luxembourg, said the carrier has converted two options for the 737-10 into firm orders and secured options for two additional 737-10 aircraft. Following its 2024 order for two 737-10s, Luxair has now converted both options into firm orders. Once all firm orders are delivered, the airline's Boeing 737 fleet will comprise 12 aircraft: eight 737-8s and four 737-10s, according to TheFly.Boeing and AerCap (AER) also announced that the aircraft lessor placed a new order for 15 787-9 Dreamliners. The latest purchase increases AerCap’s 787 Dreamliner portfolio to around 140 aircraft. The agreement also includes substitution rights for the 787-10, giving AerCap the flexibility to switch to the larger variant that offers greater capacity for its airline customers.<h2 class="st-heading-2">BA Earnings: What Analysts Expect&nbsp;</h2>Boeing is scheduled to report its Q2 2026 earnings on July 28. According to Fiscal.ai, analysts expect the company to report a loss of $0.31 per share, compared with a loss of $1.24 a year earlier, while revenue is projected to rise to $24.27 billion from $22.74 billion.According to Koyfin data, 21 of the 28 analysts covering Boeing rate the stock a ‘Buy’ or ‘Strong Buy,’ while six have a ‘Hold’ rating and one rates it ‘Strong Sell.’The average 12-month price target of $270.08 implies about 29% upside from Monday’s close.<h2 class="st-heading-2">BA Stock: Stocktwits Retail Sentiment</h2>Retail sentiment on Stocktwits for BA remained ‘extremely bullish,’ unchanged over the past 24 hours, while message volume stayed ‘high.’Retail traders are also keeping a close eye on Boeing's upcoming earnings report.One Stocktwits retail trader <a href="https://stocktwits.com/profit_guru/message/659516696">said</a> BA stock was “a gift at these levels,” citing its long-term order backlog, expected cash flow and a potential move to $240 after earnings.<stembedurl>https://stocktwits.com/profit_guru/message/659516696</stembedurl>Another Stocktwits user <a href="https://stocktwits.com/infront/message/659601380">said</a> Boeing could jump $50 after earnings, suggesting current concerns will fade if the company delivers a strong report.<stembedurl>https://stocktwits.com/infront/message/659601380</stembedurl><a href="https://stocktwits.com/symbol/BA">Boeing shares</a> are down around 5% year-to-date.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/orcl-stock-gains-nearly-4-percent-why-mizuho-sees-164-percent-upside-despite-oracles-38-percent-ytd-slump/cZZSK1nR7vt">ORCL Stock Gains Nearly 4% — Why Mizuho Sees 164% Upside Despite Oracle’s 38% YTD Slump</a>&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Boeing logo at the Farnborough International Air Show, on 20th July 2026, in Farnborough, England. (Photo by Richard Baker / In Pictures via Getty Images)

Boeing Co. (BA) secured a series of aircraft orders at the Farnborough International Airshow on Tuesday, extending its contract-winning streak. 

Boeing added to its order book at the Farnborough International Airshow with new commitments from airlines and cargo operators.

Boeing Co

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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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