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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 Q3 results and rapid growth in AI compute revenue drove the post-earnings rally. Bulls welcomed the growth and profitability, while skeptics questioned the heavy capital spending, cash burn, valuation, and ambitious expansion targets.

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 shares sold off after its quarterly results were overshadowed by a softer forward outlook and a reduced advertising-revenue forecast, renewing concerns about slowing growth and ad-business execution. Traders are split between viewing the decline as an overreaction and seeing more downside risk amid streaming competition and questions about future growth.

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 and gross-margin outlook on strong AI-platform demand, prompting a rally. Traders welcomed the growth and improving margins, while debating whether execution, cash flow and margins can hold up in the full results.

Spdr Dow Jones Industrial Average ETF Trust - Spdr Dow Jones Industrial Average ETF Trust

DIA is drawing attention for the Dows roughly 1% advance and relative resilience as traders discuss rotation toward blue chips and value stocks. Some see the move as a healthy rebound, while others question its staying power amid tech weakness, AI-spending concerns, and higher oil and bond yields.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

SpaceXs strong AI-compute demand and capacity outlook have lifted Nebius alongside other neocloud stocks, reinforcing the view that scarce GPU capacity could benefit providers. Traders are cheering a potential rebound and short squeeze, while skeptics warn that financing concerns and recent losses could make the rally fade.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Traders are linking Nvidias after-hours rebound to SpaceXs strong AI results and continued demand for Nvidia hardware, while Super Micros higher sales outlook is reinforcing the case for AI-server demand. Bulls see evidence that AI infrastructure spending remains strong; skeptics question whether the heavy capex will pay off and whether the bounce can last after the recent pullback.

Vanguard Index Funds - Vanguard Morningstar Total Stock Market ETF

Vanguard Total Stock Market ETF

Discussion centers on the broad U.S. market outlook, with many traders warning of correction risks from elevated inflation, oil and bond yields, government debt, and AI-related valuations and spending. Others favor VTI as a diversified long-term holding, advocating steady contributions and buying market dips rather than trying to time a downturn.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

SpaceXs strong results and Super Micros raised outlook have fueled an AI-related rebound in QQQ and chip stocks, with traders debating whether robust compute demand justifies heavy investment. Some see the news as support for the tech rally, while others remain concerned about AI companies debt, capital spending and returns, and describe QQQs price action as choppy.

Flutter Entertainment Plc engages in the business of online betting and gaming. It operates through the following segments: UK and Ireland, Australia, International, and US. The UK and Ireland segment includes the operations of Sky Betting and Gaming, Paddy Power, Betfair, and tombola. The Australia segment focuses on sports betting services provided to Australian customers online. The International segment relates to poker, casino, rummy, lottery, and sports betting. The US segment includes sports betting, daily fantasy sports, and gaming services. The company was founded in 1988 and is headquartered in New York, NY.

Flutter Entertainment Plc

Flutters planned cuts of up to 1,400 UK and Ireland jobs, which the company attributes to higher gambling taxes, are drawing attention as it seeks to offset cost pressure. Traders are also discussing competition from prediction markets and weaker sports-wagering activity, adding to concerns about the outlook for traditional sportsbooks.

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

Anticipation of Compass Pathways completing its rolling FDA application for COMP360, its psilocybin therapy for treatment-resistant depression, is the dominant topic. Many traders see the approaching regulatory milestones and potential accelerated review as bullish, while others are frustrated by the share-price weakness and question the timing and certainty of approval.

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J or AGX: Which Is the Better Value Stock Right Now?

J vs. AGX: Which Stock Is the Better Value Option?

Why Argan (AGX) is a Top Growth Stock for the Long-Term

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

PulteGroup Q3 Earnings Preview: Can Closings and Margins Hold Up?

PHM's Q3 earnings are likely to face pressure from affordability challenges, softer home closings and shrinking margins, even as orders and backlogs are set to rise.

United Rentals to Report Q3 Earnings: Here's What to Expect

URI heads into Q3 earnings with rising estimates as construction, infrastructure and data-center demand support rental growth and profitability.

Everus Stock Falls 15% in Three Months: Is a Rebound Ahead?

ECG's shares slide 15.5% in three months, yet a record $4.55B backlog, cash flow and acquisitions stoke rebound hopes amid margin and valuation risks.

Argan Stock Surges 25% YTD: Is the Rally Still Worth Chasing?

AGX's power infrastructure and data center opportunities offer compelling growth prospects, but can its expansion plans overcome margin pressure and project award uncertainty?

Can Argan Leverage Its Financial Strength to Support Business Growth?

Can AGX turn its $1 billion cash and investments into sustained growth? Its ValCor acquisition, shareholder returns and expansion plans highlight the financial flexibility.

Implied Volatility Surging for Argan Stock Options

Investors need to pay close attention to AGX stock based on the movements in the options market lately.

Here's Why Argan (AGX) is a Strong Momentum Stock

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

Argan's 2026 Outlook: $2.5 Billion Project Backlog Drives Reliable Power Infrastructure Expansion

Key PointsArgan maintains a robust $2.5 billion project backlog driven by critical power infrastructure demand...

Argan, Inc. is a construction company, which engages in the operations of its wholly owned subsidiaries. The firm operates through the following business segments: Power, Industrial, and Teledata. The Power segment includes engineering, procurement, construction, commissioning, maintenance, project development, and technical consulting services to the power generation market. The Industrial segment offers primarily on-site services that support new plant construction and additions, maintenance turnarounds, shutdowns, and emergency mobilizations for industrial plants. The Teledata segment provides project management, construction, installation, maintenance, repair, and emergency response services. It also operates through the following geographical segments: United States, Republic of Ireland, and United Kingdom. The company was founded by Rainer H. Bosselmann in May 1961 and is headquartered in Arlington, VA.

Argan, Inc.

Argan Stock Hit 52-Week High Today – Know What Wall Street Is Saying

Equity

Bearish Sentiment

<ul class="summary-bullets"><li>Goldman Sachs analyst Ati Modak raised the firm's price target on Argan to $518 from $399 and kept a ‘Buy’ rating on the shares.</li><li>Lake Street analyst Robert Brown also raised the firm's price target on Argan to $375 from $325 and kept a ‘Hold’ rating on the shares.</li><li>Argan on Thursday reported consolidated revenues for fourth quarter (Q4) at $262.1 million, an increase of $ 12.7% yoy.&nbsp;</li></ul><p>Argan shares hit 52-week high on Friday as strong fourth quarter earnings boosted investor confidence in the stock.&nbsp;</p><p>At the time of writing, AGX was 34.7% up at $553.44 on Friday.&nbsp;</p><h2 class="st-heading-2">Buoyed Wall Street</h2><p>JPMorgan analyst Michael Fairbanks upgraded Argan to ‘Overweight’ from ‘Neutral’ with a price target of $550, up from $370. The company reported "strong" Q4 results and has several potential catalysts in fiscal 2027, the analyst told investors in a research note, per TheFly.&nbsp;</p><p>The firm said Argan's net liquidity grew to $421 million during the quarter, which management believes could support a backlog in excess of $4 billion. JPMorgan now believes this is achievable by year-end fiscal 2027 under the current team count. It also believes a potential long-term framework agreement with a key customer could support extended demand visibility through the end of the decade.</p><p>Goldman Sachs analyst Ati Modak raised the firm's price target on Argan to $518 from $399 and kept a ‘Buy’ rating on the shares. The firm remains constructives on Argan for its pure-play combined-cycle gas turbine exposure, with expectations for earnings growth in FY27 driven by higher revenue conversion on backlog projects and capacity expansion to 10-12 Power projects over the next 12-20 months, the analyst told investors in a research note.&nbsp;</p><p>Lake Street analyst Robert Brown also raised the firm's price target on Argan to $375 from $325 and kept a ‘Hold’ rating on the shares.</p><h2 class="st-heading-2">Earnings</h2><p>Argan on Thursday reported consolidated revenues for fourth quarter (Q4) at $262.1 million, an increase of $ 12.7%, from consolidated revenues of $232.5 million reported for the comparable prior-year quarter. Wall Street projected revenue of $255.3 million, as per Stocktwits data.</p><p>Argan reported net income of $49.2 million, or $3.47 per diluted share, compared to $31.4 million, or $2.22 per diluted share in the year-ago quarter. The profit also sailed past Wall Street projections of $1.98 per share, as per data from Stocktwits.</p><p>The increase in profit from the comparable prior-year quarter is primarily due to improved gross profit margins for the power segment, reflecting strong project execution.&nbsp;</p><h2 class="st-heading-2">Retail Reaction</h2><p>Retail sentiment around AGX stock jumped from ‘bullish’ to ‘extremely bullish’ territory in the past 24 hours amid ‘extremely high’ message volume.&nbsp;</p><p>Shares in the company have risen almost 74% so far this year.</p>

Shares in Argan have risen almost 74% so far this year. (Representative image courtesy of Stefano Madrigali via Getty Images)

JPMorgan analyst Michael Fairbanks upgraded Argan to ‘Overweight’ from ‘Neutral’ with a price target of $550, up from $370.

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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.

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