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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 Q3 results and rapid growth in its AI compute business are driving attention, alongside plans for a major capacity buildout. Many traders welcomed the results and speculated about further gains, while skeptics questioned whether the growth can justify the spending, cash burn, and valuation; Tesla merger talk is a secondary topic.

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 quarterly earnings beat expectations, but softer fourth-quarter guidance, slowing revenue growth and a lower advertising outlook drove a sharp selloff. Traders are split between viewing the drop as a buying opportunity and worrying that competition and weaker growth prospects could keep pressuring the stock.

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 sales outlook and improved its gross-margin forecast, citing stronger demand for AI platforms and servers. Traders largely welcomed the update and discussed a possible short squeeze, while some questioned whether the company can sustain margins and convert the growth into cash flow.

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 on strong future power demand, on-schedule data-center delivery, and WULFs powered-shell model have helped drive renewed interest alongside a high-volume rebound after a sector selloff. Bulls see the model as distinct from GPU-owning neoclouds, while skeptics say financing, execution, and lasting follow-through remain unproven.

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

SpaceXs strong results and reported plans for heavy AI infrastructure spending are being treated as a near-term tailwind for Nvidia, with traders also pointing to Super Micros stronger revenue outlook as evidence of continuing AI hardware demand. The bullish reaction is tempered by concerns that elevated AI capital spending may not generate adequate returns and that the recent chip-stock rebound may fade.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

Anktivas expanded FDA approval for papillary-only bladder cancer, alongside discussion of its clinical data, is driving attention. The sharp pullback after the approval has bulls blaming a sell-the-news move and short selling, while skeptics point to valuation, competition and the need for stronger sales; traders are also watching for BCG-naive trial results and quarterly revenue updates.

Zcash is a privacy-focused cryptocurrency that uses trustless zero-knowledge proofs to enable fully encrypted transactions while maintaining blockchain transparency and security. It was the first cryptocurrency to implement zero-knowledge encryption for private peer-to-peer payments, addressing the fundamental privacy gap in traditional cryptocurrencies that expose transaction details publicly.   With a fixed supply of 21 million ZEC and a halving schedule similar to Bitcoin, Zcash allows users to prove transactions are valid without revealing sensitive information like wallet balances, transaction amounts, or participant identities, making it suitable for everyday payments, long-term savings, and cross-border money transfers where financial confidentiality matters.  The protocol operates on its own blockchain currently using Proof-of-Work consensus, though it's evolving toward Proof-of-Stake through the planned "Crosslink" upgrade to enhance security, scalability, and energy efficiency. Zcash employs trustless zero-knowledge proofs (Halo) within its Orchard shielded pool to verify transactions without revealing sender, receiver, or amount information.   Users can choose between transparent public transactions and shielded private transactions through Unified Addresses, which work with both types. The network is faster and cheaper than Bitcoin, with new blocks mined every 75 seconds and transaction fees typically just a fraction of a cent. Privacy adoption has surged in 2025, with over 30% of total ZEC supply now held in fully shielded pools.  Zcash was created by a group of scientists in 2013 who initially proposed Zerocoin as a privacy extension to Bitcoin before building a standalone protocol. The ecosystem operates with a self-funded development model where block rewards support independent teams through the Zcash Community Grants Committee and a new Coinholder-Controlled Fund.

Zcash

Zcashs sharp rally and volatile pullback are driving attention, with traders linking renewed interest to its privacy-coin narrative, claims of capital rotating from Bitcoin and Ethereum, and attention from the Winklevosses and Cypherpunk. Bulls see dip buying and further momentum, while skeptics call the surge unsustainable and warn of more downside.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Metas Q3 earnings are the dominant catalyst, with traders focused on AI and data-center spending guidance and whether new AI tools can generate returns. Bulls see continued investment supporting AI demand, while bears worry about costs, weak monetization, and pressure on margins and cash flow as shares sell off into the report.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

COIN is drawing attention for volatile trading and perceived underperformance versus Bitcoin: traders complain it often lags crypto rallies while falling sharply when sentiment weakens. The Q3 earnings report is another focus, with debate over whether trading activity and newer business lines can support results or whether the stocks weakness will continue.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla and SpaceX have formed independent committees to explore a potential merger, fueling speculation that a combination could benefit Tesla while prompting skepticism about deal terms, valuation, and whether it will happen at all. Traders are also positioning around Teslas upcoming earnings, with debate over whether results or merger-related commentary will drive the next move.

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Should You Invest in the First Trust RBA American Industrial Renaissance ETF (AIRR)?

Is First Trust RBA American Industrial Renaissance ETF (AIRR) a Strong ETF Right Now?

FPS Stock’s Recent Correction Is ‘Overdone,’ JPMorgan Says — FY27 Outlook Implies 80%-Plus Organic Growth

Equity

Fresh analyst commentary followed Forgent’s record fiscal fourth-quarter orders and a fiscal 2027 outlook well above Street expectations, per TheFly.

The Zacks Analyst Blog Highlights AIRR, XLI, SMH, SOXX and ITA

AIRR, XLI, SMH, SOXX and ITA spotlight U.S. manufacturing, AI and defense themes as markets post a strong first half of 2026.

Celebrate America's 250th Birthday With U.S.-Focused ETFs

Celebrate America's 250th birthday with ETFs tied to U.S. manufacturing, AI leadership and defense strength as domestic themes shine.

First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF

Neutral Sentiment

<ul class="summary-bullets"><li>TD Cowen sees potential for a hyperscaler or large data center capacity deal for Forgent.</li><li>JPMorgan said FPS’ FY27 revenue guidance is 20% above Street estimates at the midpoint.</li><li>In Q4, Forgent reported $1.5 billion of bookings, pushing backlog to a record $3 billion.</li></ul>Forgent Power Solutions Inc. (FPS) was in focus on Wednesday as analysts highlighted the company’s fiscal 2027 growth outlook and the potential for another major data center agreement.TD Cowen raised its price target on Forgent to $76 from $73 and maintained a ‘Buy’ rating, according to The Fly. Analyst Michael Elias said he sees potential for Forgent to sign a capacity deal with either a hyperscaler or a large data center provider.<a href="https://stocktwits.com/symbol/FPS">FPS</a> shares traded more than 11% higher on Wednesday, as of this writing.<h2 class="st-heading-2">JPMorgan Calls Recent Selloff ‘Overdone’</h2>JPMorgan analyst Chigusa Katoku described Forgent’s fourth-quarter (Q4) report as strong and said the company’s FY27 revenue outlook is 20% above the Street at the midpoint, according to TheFly. The guidance implies another year of more than 80% organic growth, Katoku added.&nbsp;Katoku also believes the stock’s recent correction is “overdone."Forgent expects FY27 revenue between $2.4 billion and $2.6 billion, versus $1.42 billion in FY26. Adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) is guided to be between $575 million and $625 million, versus $323 million last year.<h2 class="st-heading-2">Record Orders Back The Growth Outlook</h2>The bullish commentary follows a quarter in which Forgent reported $1.5 billion of bookings, up 375% year over year, pushing backlog to a record $3 billion. Fourth-quarter revenue rose 94% year over year to $462 million. Adjusted earnings per share (EPS) came in at $0.25, beating the consensus estimate tracked by FiscalAI.Forgent is also expanding production to meet demand. The company announced another $35 million investment in its Powertrain Solutions operation, which is expected to take total annual revenue capacity to approximately $5.8 billion by the fourth quarter of FY27.<h2 class="st-heading-2">What Retail Investors Think About FPS Stock</h2><a href="https://stocktwits.com/symbol/FPS">FPS</a> stock was among the trending tickers on Stocktwits. Retail sentiment around the stock remained in “extremely bullish” territory amid 'extremely high' message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_09_16_202101_6ff0282968.png" alt="Screenshot 2026-09-16 202101.png" width="827" height="450"><figcaption>FPS stock retail sentiment on September 16 as of 11:30 a.m. ET | Source: Stocktwits</figcaption></figure>So far this year, FPS stock has rallied more than 17%. Meanwhile, the First Trust RBA Amer Industrial Renaissance ETF (<a href="https://stocktwits.com/symbol/AIRR">AIRR</a>), which holds FPS shares, has risen more than 4% in the same period.See Also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-targets-ai-s-power-bottleneck-with-new-alliance-with-google-emerald-ai-flexible-data-center-could-respond-to-grid-conditions/cZtYkmkRBP2">Nvidia Targets AI’s Power Bottleneck With New Alliance With Google, Emerald AI — Flexible Data Center Could Respond To Grid Conditions</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Forgent Power Solutions logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Forgent Power Solutions Inc. (FPS) was in focus on Wednesday as analysts highlighted the company’s fiscal 2027 growth outlook and the potential for another major data center agreement.

FPS Stock’s Recent Correction Is ‘Overdone,’ JPMorgan Says — FY27 Outlook Implies More Than 80%-Plus Organic Growth

First Trust Exchange-Traded Fund III - First Trust RBA American Industrial Renaissance ETF

Forgent Power Solutions 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.

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Drop a comment with when you expect the first cut/hike to be.

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For as  many years as you can look back, whenever $AIRR is far under the 200MA on the daily, its time to accumulate & hold LT

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AIRR First Trust Exchange-Traded Fund III - First Trust RBA American Industrial Renaissance ETF

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