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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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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.

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.

Current Price	$98.45
Prev Close	$98.78
Open	$97.97
Dividend Yield	N/A
50-Day Moving Average	$108.35
Beta	N/A
Avg. Volume	791,188.88
PE Ratio	N/A

52-Week High	$135.05
52-Week Low	$90.51
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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