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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 and rapid growth in its AI/compute business are driving attention, with traders cheering the shift toward AI and the companys growth outlook. Others question the valuation and heavy spending, while discussion of a possible Tesla merger remains speculative, with no deal agreed.

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 are under pressure after its quarterly report paired an earnings beat with softer-than-expected fourth-quarter guidance and a reduced advertising outlook, reinforcing concerns about slowing growth. Traders are split between viewing the selloff as a buying opportunity given the companys profitability and buybacks, and expecting further weakness amid competition and doubts 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 outlook on stronger AI-platform demand and lifted its gross-margin forecast, triggering a rally and bullish talk of a short squeeze. Traders welcomed the stronger figures but some remain cautious about execution, cash flow, and whether the full results will confirm the update.

GE Aerospace is an American aircraft company, which engages in the provision of jet and turboprop engines, as well as integrated systems for commercial, military, business, and general aviation aircraft. The firm's portfolio of brands includes Avio Aero, Unison, GE Additive, and Dowty Propellers. It operates through the following segments: Commercial Engines and Services, Defense and Propulsion Technologies, and Corporate and Other. The Commercial Engines and Services segment is involved in the design, development, manufacturing, and servicing of jet engines for commercial airframes, as well as business aviation and aeroderivative applications. The Defense and Propulsion Technologies segment offers defense engines and critical aircraft systems. The Corporate and Other segment relates to corporate functions and operations costs. The company was founded by Thomas Alva Edison in 1878 and is headquartered in Evendale, OH.

GE Aerospace

GE is selling off despite beating quarterly estimates and raising its outlook, as traders focus on cost pressures, weaker cash conversion, and supply-chain constraints. The community is split between dip buyers citing strong demand and backlog and skeptics pointing to repeated post-earnings declines and concerns about whether growth will translate into returns.

Corning, Inc. engages in the provision of glass for notebook computers, flat panel desktop monitors, display televisions, and other information display applications, carrier network and enterprise network products for the telecommunications industry, ceramic substrates for gasoline and diesel engines in automotive and heavy-duty vehicle markets, laboratory products for the scientific community and polymer products for biotechnology applications, optical materials for the semiconductor industry and the scientific community, and polycrystalline silicon products and other technologies. It operates through the following segments: Optical Communications, Display, Specialty Materials, Automotive, and Life Sciences. The Optical Communications segment is classified into two main product groupings: carrier and enterprise network. The carrier network group consists of products and solutions for optical-based communications infrastructure for services such as video, data, and voice communications. The enterprise network group consists primarily of optical-based communication networks sold to businesses, governments, and individuals for their own use. The Display Technologies segment manufactures glass substrates for flat panel displays, including organic light-emitting diodes and liquid crystal displays that are used primarily in televisions, notebook computers, desktop monitors, tablets, and handheld devices. The Specialty Materials segment is involved in the manufacture of products that provide material formulations for glass, glass ceramics and crystals, and precision metrology instruments and software. The Automotive segment manufactures ceramic substrates and filter products for emissions control in mobile applications around the world as well as technical glass and optic products and solutions for the interior and exterior of vehicles. The Life Sciences segment develops, manufactures, and supplies laboratory products. The company was founded by Amory Houghton Sr. in 1851 and is headquartered in Corning, NY.

Corning, Inc.

Cornings announced at-the-market share-sale program has fueled dilution concerns and a sharp, volatile pullback. Bulls counter that the financing can support capacity expansion and that AI data-center connectivity demand and large fiber-supply agreements underpin the longer-term case.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co

Disneys recent rebound and attempt to clear technical resistance are drawing attention, with traders positioning for further gains ahead of its scheduled earnings report. Bullish call activity and optimism about the recovery are countered by skepticism that the stock can sustain its move after years of weak performance.

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

CEO Paul Pragers comments reaffirming strong demand for future power capacity and progress on TeraWulfs AI data-center buildout have fueled renewed interest, with traders also emphasizing the companys power-and-hosting model versus GPU-owning neoclouds. The sharp rebound has drawn bullish calls that the selloff was overdone, while skeptics question whether financing, delivery, and follow-through will support a lasting recovery.

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 amid a prolonged selloff and concerns about its debt, funding needs, and sensitivity to elevated rates and credit conditions. Bulls point to the CEOs share purchase, improving originations, and bank-charter prospects, while many traders remain skeptical and debate whether high short interest could amplify a rebound.

Omeros Corp. operates as a biopharmaceutical company, which engages in the research, discovery, development, and commercialization of small-molecule and protein therapeutics targeting immunologic diseases. It also offers orphan indications targeting inflammation, coagulopathies, and disorders of the central nervous system. The company was founded by Gregory A. Demopulos and Pamela Pierce Palmer on June 16, 1994 and is headquartered in Seattle, WA.

Omeros Corporation

Omeros Corp

The CHMP upheld its negative opinion on Omeros European marketing application for YARTEMLEA, prompting concern about the lost EU opportunity and a selloff. Some traders view the reaction as an overreaction and point to U.S. launch demand and upcoming sales results as the key test, while others remain wary about whether U.S. growth can offset the setback.

Kyverna Therapeutics, Inc. is a cell therapy clinical-stage biotechnology company, which engages in the provision of treatments and potential cures for serious autoimmune diseases. The company was founded in June 2018 and is headquartered in Emeryville, CA.

Kyverna Therapeutics Inc.

Positive clinical data for Kyvernas miv-cel in stiff person syndrome and generalized myasthenia gravis, alongside progress toward an SPS BLA, is driving attention. Traders are weighing the therapys durability and safety against a sharp, volatile post-data reaction, with some attributing the pullback to profit-taking and potential dilution concerns.

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An Oil Refiner Is Beating Nvidia This Year: Analyst Thinks It Can Rally 16% More From Here

Equity

Shares of Marathon Petroleum have surged more than 200% in 2026, overtaking top chip companies including Nvidia, AMD, and Intel, among others. 

Netflix Is In A ‘Show-Me’ Period Ahead Of Earnings, Seaport Says Amid Price Target Cut 

Seaport Research lowered its Netflix price target to $90 from $102 but maintained a ‘Buy’ rating.


Elon Musk Says He Will Give One SPCX Share To Every US Child Next Year – ‘Will Be First Of Many’

The proposed distribution could potentially cover around 70 million Americans under 18.


Anthropic Co-Founder Jack Clark Sees AI Driving US GDP Toward $44 Trillion, Delivering A Nearly 50% Surge By 2030 — ‘The Singularity Is Here’

Speaking at the 2026 Per Jacobsson Foundation Lecture during the IMF and World Bank annual meetings in Bangkok, Clark pointed to an extreme economic scenario modeled by Anthropic economists.

Steve Eisman Warns OpenAI Is Now So Important That Its Collapse Could Cause A Recession In The US

Eisman said the rapid growth of OpenAI, Anthropic and other AI companies has created an unusual concentration of economic and financial risk.

Corporate, State Espionage Are ‘Realities’ Of The AI Race, White House AI Chief Says After OpenAI Bugging Case 

In an interview with CNBC, Jay Clayton said the U.S. faces AI competition from China, Russia, Iran and North Korea, and warned that open-source models can be misused.


Netflix’s Content Chief Change Could Help Fix Engagement Woes, Wedbush Says

Wedbush cut its Netflix price target to $90 from $105, reiterating its ‘Outperform’ rating.


CRM Stock Gains After Salesforce Acquires AI Startup Loops, BofA Double Upgrade 

BofA analyst Tal Liani upgraded Salesforce to ‘Buy’ from ‘Underperform’, and lifted the price target to $285 from $160.


AI Boom Is Triggering ‘Dutch Disease’ In The US Economy, Warns Apollo’s Torsten Slok — ‘The Only Durable Fix Is…’

Slok argued in a note on Friday that the rapid expansion of AI investment is creating an unusual economic imbalance, with resources increasingly flowing toward the sectors supporting the AI buildout.

Tom Lee Says Stocks Are A ‘Coiled Spring’ As AI Skepticism Peaks — ‘Rates Are No Longer A Negative Story’

During an interview with CNBC, Lee argued that the very factors weighing on stocks today, including AI pessimism and high borrowing costs, could eventually fuel a reversal.

Global X Funds - Global X Artificial Intelligence & Technology ETF

Neutral Sentiment

<ul class="summary-bullets"><li>MPC stock’s strong performance has also put it ahead of major energy and technology ETFs in 2026.</li><li>Surging oil prices have&nbsp;undoubtedly contributed to the energy company’s strong performance,&nbsp;driving higher crack spreads across regions and increased rates and throughput in its Midstream business.&nbsp;</li><li>Raymond James raised&nbsp;its price target on Marathon Petroleum to $560 from $445 and maintained an ‘Outperform’ rating.&nbsp;</li></ul>Energy&nbsp;stocks have&nbsp;rallied sharply in 2026 since the U.S.-Iran war began in February, which led to a sharp uptick in oil prices.&nbsp;<a href="https://stocktwits.com/symbol/MPC">Marathon Petroleum Corp. (MPC)</a> has had a particularly strong run this year, surging past even top technology and chip companies.&nbsp;The refiner’s stock has surged more than 200% since the start of the year,&nbsp;outperforming&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia Corp. (NVDA)</a>,&nbsp;<a href="https://stocktwits.com/symbol/INTC">Intel Corp. (INTC)</a>,&nbsp;<a href="https://stocktwits.com/symbol/AMD">Advanced Micro Devices Inc. (AMD)</a>,&nbsp;<a href="https://stocktwits.com/symbol/QCOM">Qualcomm Inc. (QCOM)</a>, and&nbsp;<a href="https://stocktwits.com/symbol/AVGO">Broadcom Inc. (AVGO)</a>.&nbsp;Micron, however, has outpaced all of them with a 217% surge.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261019_074229173_d595102d2f.png" alt="koyfin_20261019_074229173.png" width="2400" height="1500"></figure><h2 class="st-heading-2">MPC’s Quarterly Performance Has Bolstered The Stock Higher</h2>Surging oil prices have&nbsp;undoubtedly contributed to the energy company’s strong performance,&nbsp;driving higher crack spreads across all regions and increasing rates and throughput in its Midstream business.&nbsp;The company’s strong earnings have provided an additional lift. In its second-quarter (Q2) print, MPC posted revenues of $52.33 billion,&nbsp;up more than&nbsp;53% and well above analyst expectations of $41.44 billion.&nbsp;Earnings per share came in at $17.73 for the second quarter of 2026, up from $3.96 per share in the second quarter of 2025.The company also posted a significant increase in its refining and marketing margins, which came in at $36.33 per barrel for Q2, versus $17.58 per barrel in the previous comparable quarter.&nbsp;MPC also completed two high-return, yield-enhancing refining investments in the quarter: El Paso refinery in Texas and Robinson refinery in Illinois.&nbsp;The company said the El Paso yield-improvement investment enhances the refinery's ability to produce specialty gasolines for the El Paso, Phoenix, and Mexico markets, reinforcing “its geographic advantage and competitive position.” Meanwhile, the Robinson investment enables about 10,000 barrels per day (mbpd) of incremental jet fuel production, supporting growing regional demand.&nbsp;MPC will report its third quarter (Q3) earnings on Nov. 3. The company expects total refinery throughputs of 3,005 mbpd, of which 2,820 mbpd will consist of crude oil refined and 185 mbpd of other charge and blendstocks.&nbsp;<h2 class="st-heading-2">Wall Street Sees Further Upside</h2>MPC’s strong performance has put it ahead of major energy and technology ETFs in 2026, including&nbsp;<a href="https://stocktwits.com/symbol/XLE">the Energy Select Sector SPDR Fund (XLE)</a>,&nbsp;<a href="https://stocktwits.com/symbol/SMH">the VanEck Semiconductor ETF (SMH)</a>, and&nbsp;<a href="https://stocktwits.com/symbol/AIQ">the Global X Artificial Intelligence &amp; Technology ETF (AIQ)</a>.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261019_074258515_15d2d87dcf.png" alt="koyfin_20261019_074258515.png" width="2400" height="1500"></figure>The stock also notched a fresh 52-week high of $493.98 on Monday.&nbsp;Despite the uptick, Raymond James sees further upside, according to The Fly. The analyst raised the price target on Marathon Petroleum to $560 from $445 and maintained an ‘Outperform’ rating, implying nearly 16% upside from its last close.&nbsp;Meanwhile, Koyfin data shows the 12-month average price target on MPC stock is $442.33, implying a downside of more than 6% from its last close.&nbsp;Of the 19 analysts covering the stock, nine rate it ‘Buy’ or higher, while another nine rate it ‘Hold’. Only one analyst has a ‘Sell’ rating on the stock.&nbsp;<h2 class="st-heading-2">MPC Stock: Retail Stance</h2>On Stocktwits, retail sentiment around MPC stock slipped from ‘bullish’ to ‘neutral’ over 24 hours, even as message volumes surged about 700% in the same time.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Over the past year, BATL surged 253%, EONR climbed 111%, and USO advanced 105%. (Photo credit: Getty Images)

MPC Stock Is Beating NVDA This Year: Analyst Sees 16% More Upside

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