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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 strong third-quarter results, especially accelerating AI-compute revenue, sparked analyst upgrades and a bullish response. Traders also debated whether growth justifies the valuation, with heavy capital spending and an approaching share unlock cited as potential risks; Tesla merger discussions remain 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

Netflixs earnings report beat profit expectations, but softer forward revenue guidance and a reduced advertising outlookalongside slowing growthtriggered a sharp selloff and renewed analyst downgrades. Traders are split between viewing the drop as evidence of tougher competition and weaker growth, and calling it an overreaction that creates a buying opportunity.

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 outlook sharply exceeded expectations, citing strong AI-server demand and improved gross margins, sparking a rally and bullish talk of a re-rating and short covering. Traders remain divided over whether margins, cash flow, and execution can sustain the improvement, with some wary that the initial pop could fade.

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 after a sharp, high-volume rebound, with traders focused on the anticipated 80th-event trigger and final survival analysis in its Phase 3 REGAL trial of GPS for AML. Buyout, leak, and short-squeeze theories are circulating, while others stress that no result or deal is confirmed and the trial outcome remains uncertain.

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 spectrum acquisition and Starlink Mobile ambitions have raised concerns about future competition for AT&T and other major carriers, weighing on telecom shares. Traders are split between viewing the threat as a long-term risk and calling the selloff an overreaction, with many buying the dip and pointing to AT&Ts existing fiber and wireless network.

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 preliminary Phase 1 azer-cel results in progressive multiple sclerosis, with traders viewing the early safety and efficacy signals as a potential pipeline expansion beyond BRIUMVI while emphasizing that the study is small and needs confirmation. BRIUMVIs longer-term and commercial data also feature in the discussion, alongside mixed reactions to the stocks lack of sustained momentum.

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 Q3 results are the main focus, with traders looking for evidence that AI and cloud orders and AI-RAN partnerships can translate into recognized revenue and profit. Bulls see the Nvidia, T-Mobile and SoftBank developments as grounds for a rerating, while skeptics question execution and note the stocks weak price response to positive news.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

FDA approval of ORLADEYO oral pellets is drawing attention, with traders viewing the easier-to-administer formulation as a possible way to reach more HAE patients and improve tolerability. Some see incremental commercial potential, while others doubt it will meaningfully affect the share price amid continued frustration with BCRXs underperformance and management.

Intuitive Surgical, Inc. engages in the provision of robotic-assisted surgical solutions and invasive care through a comprehensive ecosystem of products and services. Its products include Da Vinci Surgical and Ion Endoluminal systems. The company was founded by Frederic H. Moll, John Gordon Freund, and Robert G. Younge in November 1995 and is headquartered in Sunnyvale, CA.

Intuitive Surgical Inc

Intuitive Surgicals quarterly results beat expectations, but traders focused on the narrowed procedure-growth outlook, planned pricing reductions that could pressure revenue per procedure, and an antitrust settlement charge. Some see the selloff as an overreaction to a one-time cost given continued business growth, while others are concerned about slowing growth and margin pressure.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoins rebound has traders focused on whether it can clear nearby resistance, with bulls anticipating a short squeeze and further gains while skeptics call the move a bull trap and watch support for signs of another pullback. The discussion is largely technical and divided, with some traders also citing institutional optimism and ETF buying as potential support.

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Nifty 50

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Reliance Industries Ltd.

Zomato Ltd.

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Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

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Why Affirm Holdings (AFRM) Outpaced the Stock Market Today

Affirm Holdings (AFRM) closed at $73.85 in the latest trading session, marking a +1.44% move from the prior day.

Affirm Holdings (AFRM) Stock Falls Amid Market Uptick: What Investors Need to Know

In the latest trading session, Affirm Holdings (AFRM) closed at $72.8, marking a -1.63% move from the previous day.

Roper Technologies Set to Report Q3 Earnings: What's in the Cards?

ROP heads into Q3 earnings with projected revenue growth of 7.9% and EPS growth of 12.7%, but rising costs and FX headwinds pose challenges.

Wall Street Analysts Believe Affirm Holdings (AFRM) Could Rally 29%: Here's is How to Trade

The consensus price target hints at a 29% upside potential for Affirm Holdings (AFRM). 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.

Investors Heavily Search Affirm Holdings, Inc. (AFRM): Here is What You Need to Know

Affirm Holdings (AFRM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Why Affirm Holdings (AFRM) Dipped More Than Broader Market Today

In the latest trading session, Affirm Holdings (AFRM) closed at $77.82, marking a -1.03% move from the previous day.

Why Investors Need to Take Advantage of These 2 Computer and Technology Stocks Now

Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.

Will Affirm Holdings (AFRM) Beat Estimates Again in Its Next Earnings Report?

Affirm Holdings (AFRM) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Stocktwits Fintech Pulse: US Fintech Weekly Briefing & Market Drivers 

Equity

Payment infrastructure providers and retail brokerages adjusted to shifting regulatory frameworks and evolving consumer transaction patterns this week. 


Affirm Holdings (AFRM) Ascends While Market Falls: Some Facts to Note

Affirm Holdings (AFRM) closed the most recent trading day at $76.28, moving +1.29% from the previous trading session.

Affirm Holdings, Inc. operates a platform for digital and mobile-first commerce. Its platform consists of three core elements: a point-of-sale payment solution for consumers, merchant commerce solutions, and a consumer-focused app. The company was founded by Max R. Levchin in 2012 and is headquartered in San Francisco, CA.

Affirm Holdings Inc - Ordinary Shares - Class A

Bearish Sentiment

<ul class="summary-bullets"><li><a class="mention" data-mention="$FISV" data-symbol-id="FISV" href="https://stocktwits.com/symbol/FISV" target="_blank">Fiserv</a> released point-of-sale data signaling a 2.2% year-over-year rise in small business retail spending.&nbsp;</li><li>SoFi Technologies and Affirm Holdings (AFRM) continue to navigate interest rate headwinds.</li><li>Robinhood Markets (HOOD) and Coinbase (COIN) digested shifting trading volumes as regulatory agencies updated oversight frameworks.</li></ul>Shifts in fintech regulations and elevated benchmark interest rates reshaped the domestic online payments and neobanking landscape this week, as federal watchdogs adjusted rules governing digital wallet custody.Yield-bearing deposit products remained a focal point for digital banks this week after the Federal Reserve raised interest rates by a quarter point. Elevated interest rates continue to bolster net interest margins for deposit-heavy platforms while tempering consumer borrowing appetite across neobanks and digital lenders.<h2 class="st-heading-2">Infrastructure Shifts Across Mastercard, PayPal, And Fiserv</h2>Mastercard Incorporated (MA): Shares held steady as the payment network announced a global reseller agreement with Rezolve AI earlier this week to integrate conversational commerce tools into its global merchant channels. The company also confirmed its third-quarter earnings call date for Oct. 29.PayPal Holdings Inc. (PYPL): PayPal stock saw buying support, surging 3.0% early in the week to $54.41 as technical indicators signaled stabilizing sentiment ahead of its scheduled Q3 earnings report.Fiserv Inc. (FI): Fiserv released its September Small Business Index on Oct. 5, reporting a 2.2% year-over-year increase in small business sales driven by back-to-school consumer retail transactions.<h2 class="st-heading-2">How Neobanks SoFi And Affirm Performed&nbsp;</h2>SoFi stock dipped about 0.3% on Thursday and was set to end the week marginally lower, while peer AFRM share price was on track to end the week 2.4% higher. Digital-first banking and installment lending platforms continued to thrive amid sustained interest rate pressure. However, TD Cowen analyst Moshe Orenbuch lowered the price target on SoFi Technologies to $17.50 from $18 and maintained a ‘Hold’ rating on the shares, implying an upside of about 11% from its last close.According to The Fly, the firm said that it had adjusted targets in the consumer finance group as part of a third-quarter earnings preview.The analyst also revised Affirm's price target to $110 from $124 and kept a ‘Buy’ rating on the shares, implying nearly 47% upside from its last close.<h2 class="st-heading-2">Analysts Bullish On Robinhood And Coinbase Ahead Of Earnings</h2>BofA raised Robinhood's price target to $156 from $140 and kept a Buy rating on the shares. The firm is adjusting its estimates and price targets for brokers and wealth managers ahead of Q3 earnings from the group.Barclays raised its price target on Robinhood to $132 from $105 and kept an Overweight rating on the shares, as per TheFly. Barclays told investors that Robinhood’s trading backdrop looks more mixed going into Q4, while the rate curve looks more supportive for 2027 net interest income.Over to Coinbase, Goldman Sachs raised the firm's price target to $244 from $219 and kept a Buy rating on the shares. In a research note, the analyst tells investors that Coinbase offers upside optionality from strong expense discipline, potential regulatory tailwinds from the proposed SEC digital asset innovation exemption, and an attractive valuation entry point.<h2 class="st-heading-2">Federal Rules And Legal Updates</h2>The Financial Crimes Enforcement Network (FinCEN) formally withdrew previously proposed recordkeeping requirements for non-custodial crypto transactions, easing operational compliance burdens for digital wallet operators.The Commodity Futures Trading Commission (CFTC) published updated guidance that established leverage and risk disclosures for retail digital asset derivative products.Read More: <a href="https://stocktwits.com/news-articles/markets/equity/t-tmus-vz-stocks-plunge-after-hours-as-space-x-buys-800-m-hz-spectrum-for-starlink-mobile/cZDUxmJRBV5">T, TMUS, VZ Stocks Plunge After-Hours As SpaceX Buys 800 MHz Spectrum For Starlink Mobile</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

 Young Asian woman using smartphone against yellow coloured illuminated LED digital display screen in the dark in city street.

Payment infrastructure providers and retail brokerages adjusted to shifting regulatory frameworks and evolving consumer transaction patterns this week. 

Stocktwits Fintech Pulse: US Fintech Weekly Briefing & Market Drivers

Affirm Holdings Inc

Coinbase Global Inc

Fiserv, Inc.

Robinhood Markets Inc

Mastercard Inc

PayPal Holdings Inc

SoFi Technologies Inc

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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