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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 plans to rapidly expand its AI compute business, including sharply higher capital spending and ambitious revenue goals, drove a bullish after-hours reaction. Traders praised the growth and compute demand, while others questioned whether the projections and heavy investment justify the valuation.

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 and lifted expected gross margins, citing stronger AI-platform demand. Traders largely welcomed the update and discussed a possible short squeeze and valuation catch-up, while skeptics questioned whether the gains would hold given the companys history of execution concerns.

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 reaction is focused on a softer Q4 outlook and a reduced advertising revenue forecast, which overshadowed a Q3 profit beat and reinforced concerns about slowing growth. Traders are divided between viewing the selloff as overdone given the companys profitability and buybacks, and worrying that competition and weaker ad execution will make growth harder to reignite.

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 drawing attention after a third-quarter earnings beat and higher guidance failed to prevent a sharp selloff. Traders are debating whether the drop reflects profit-taking and high expectations or concerns about rising costs, weaker cash flow, supply constraints, and an insurance loss.

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 CNBC interview, emphasizing TeraWulfs powered-shell modelproviding energized data-center infrastructure without owning depreciating chipsand its buildout execution, coincided with a high-volume rebound after a sharp AI-infrastructure selloff. Bulls view the model as distinct from debt-heavy compute operators, while skeptics see the move as a relief bounce and remain concerned about financing and follow-through.

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 shares saw a sharp post-earnings selloff as traders focused on slower U.S. procedure growth, planned pricing cuts, and the antitrust settlement. Some see the reaction as an overdone response to a still-growing business, while others worry about growth and margin pressures.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL discussion centers on a volatile rebound attempt after a steep semiconductor selloff, with traders pointing to AI-compute demand optimism and upcoming tech earnings and capex guidance. Bulls see an oversold dip and signs of recovery, while skeptics argue the bounce may fade without stronger confirmation from earnings.

Disc Medicine, Inc. is a clinical-stage biopharmaceutical company, which engages in the discovery, development, and commercialization of treatments for hematologic diseases. It assembles a portfolio of clinical and preclinical product candidates that aim to modify fundamental biological pathways associated with the formation and function of red blood cells, specifically heme biosynthesis and iron homeostasis. The company was founded in October 2017 and is headquartered in Watertown, MA.

Disc Medicine Inc

Positive Phase 3 APOLLO results for bitopertin drove attention, with traders now focused on Disc Medicines upsized public offering. Some see the financing as support for development and the FDA resubmission path; others warn that dilution and the discounted share sale could weigh on the stock.

Rapport Therapeutics, Inc. engages in the discovery and development of transformational small molecule medicines for patients suffering from central nervous system disorders. It develops the RAP (receptor associated proteins) technology platform. The company was founded by Steven M. Paul and David Bredt in February 2022 and is headquartered in Boston, MA.

Rapport Therapeutics Inc.

Rapport Therapeutics Inc

Rapports RAP-219 Phase 2 trial in acute bipolar mania met its primary and secondary endpoints, prompting a burst of bullish interest. Traders are divided over whether the efficacy is strong enough to outweigh concerns about agitation and higher treatment discontinuations, with the initial rally fading amid profit-taking and short-selling.

Zebec's integrated products - real time payroll apps, on-chain payments infrastructure and networked DePIN - serve companies of all sizes, merchants and individuals and help transcend the boundaries of traditional banking and diminish the role of financial intermediaries.

Zebec Network

Zebecs reported growth in enterprise payroll on Stellar is fueling renewed interest, with traders pointing to new USDC payroll accounts and broader card and app adoption. Bulls see real usage and potential token demand as catalysts, while skeptics argue that adoption still needs to translate into stronger trading volume and price performance.

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Alaska Airs quarterly results and outlook are driving discussion: revenue growth was offset by sharply higher fuel costs, a reported loss, and a weaker loss outlook. Traders are split between focusing on premium and loyalty growth and betting that easing oil prices could help, while others remain concerned about fuel pressure and near-term losses.

Alaska Air Group reports third quarter 2026 results

Alaska Air Group reports third quarter 2026 results Alaska Air Group reports third quarter 2026 resultsPR NewswireSEATTLE, Oct. 20, 2026 Reported loss per share of ($1.32), and adjusted earnings per share, excluding certain tax impacts, of $0.36Announced intent to join the Atlantic and Pacific...

Alaska Air (ALK) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates

While the top- and bottom-line numbers for Alaska Air (ALK) give a sense of how the business performed in the quarter ended September 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Alaska Air Group (ALK) Q3 Earnings Top Estimates

Alaska Air (ALK) delivered earnings and revenue surprises of +2.86% and -0.08%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Alaska Air Group (ALK) Beats Stock Market Upswing: What Investors Need to Know

In the most recent trading session, Alaska Air Group (ALK) closed at $36.5, indicating a +2.16% shift from the previous trading day.

SpaceX Expands Footprint With United Airlines Days After AAL Rollout – Starlink’s Now Available On Nearly Half Its Flights

Equity

United Airlines said Starlink Wi-Fi is now available on more than 635 aircraft, with plans to complete installations across its entire fleet by the end of 2027.


Countdown to Alaska Air (ALK) Q3 Earnings: Wall Street Forecasts for Key Metrics

Get a deeper insight into the potential performance of Alaska Air (ALK) for the quarter ended September 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

Alaska Air Group to Report Q3 Earnings: What's in the Offing?

ALK gears up for Q3 earnings with revenue growth expected from strong passenger demand, but high fuel costs, inflation and geopolitical risks cloud its outlook.

Analysts Estimate Alaska Air Group (ALK) to Report a Decline in Earnings: What to Look Out for

Alaska Air (ALK) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Alaska Air Group (ALK) Dips More Than Broader Market: What You Should Know

In the latest trading session, Alaska Air Group (ALK) closed at $38.06, marking a -3.3% move from the previous day.

Delta Air Lines (DAL) Q3 Earnings and Revenues Lag Estimates

Delta (DAL) delivered earnings and revenue surprises of -4.44% and -0.89%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

$ALK Q3 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of -$0.31 down -129.52% YoY
• Reported revenue of $4.31B up 14.39% YoY
• Alaska Air Group expects Q4 2026 adjusted loss per share of ($2.50) to ($2.00), and full-year 2026 adjusted loss per share of ($5.50) to ($5.00), inclusive of $1.8B in fuel expense above plan.

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Alaska Air Group Inc.

 Q3 '26 Earnings Results & Recap

• Reported GAAP EPS of -$0.31 down -129.52% YoY
• Reported revenue of $4.31B up 14.39% YoY
• Alaska Air Group expects Q4 2026 adjusted loss per share of ($2.50) to ($2.00), and full-year 2026 adjusted loss per share of ($5.50) to ($5.00), inclusive of $1.8B in fuel expense above plan.

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Stocktwits Earnings

• Reported GAAP EPS of -$0.31 down -129.52% YoY
• Reported revenue of $4.31B up 14.39% YoY
• Alaska Air Group expects Q4 2026 adjusted loss per share of ($2.50) to ($2.00), and full-year 2026 adjusted loss per share of ($5.50) to ($5.00), inclusive of $1.8B in fuel expense above plan.

Alaska Air Group faced Q4 fuel-cost guidance and full-year losses, adjusted net debt to EBITDAR of 5.5x versus 2.9x, and falling passenger counts and load factor amid capacity growth.

Alaska Air Group reported Q3 revenue and unit-revenue growth, expanded premium and loyalty revenue, and announced intent to join international joint businesses alongside new Seattle routes beginning in spring 2027.

Alaska Air Group, Inc. is a holding company, which engages in the provision of air transportation services. It operates through the following segments: Alaska Airlines, Hawaiian Airlines, and Regional. The Alaska Airlines segment includes scheduled air transportation on Alaska's Boeing and Airbus jet aircraft for passengers and cargo. The Hawaiian Airlines segment refers to scheduled air transportation on Hawaiian's Boeing and Airbus aircraft for passengers and cargo. The Regional segment consists of Horizon's and other third-party carriers’ scheduled air transportation on E175 aircraft for passengers under CPAs. The company was founded in 1985 and is headquartered in Seattle, WA.

Bullish Sentiment

<ul class="summary-bullets"><li>United is adding Starlink to about 20 planes per week, it said.</li><li>The airline also launched a Starlink Tracker, allowing travelers to check whether their flights offer the service.</li><li>Last week, American Airlines announced plans to install Starlink on more than 1,030 aircraft.</li></ul><p>SpaceX (SPCX) continued to increase its foothold in the commercial aviation market, with United Airlines (UAL) announcing that Starlink satellite internet service is now available on nearly half of the carrier’s daily flights.</p><p>The development comes just a week after American Airlines (AAL) announced plans to equip its entire mainline fleet with Starlink.</p><p><a class="mention" data-mention="$SPCX" data-symbol-id="SPCX" href="https://stocktwits.com/symbol/SPCX" target="_blank">SPCX shares</a> were down about 4% at the time of writing, tracking weakness in the broader space and the tech sector. <a href="https://stocktwits.com/symbol/UAL">UAL stock</a> edged marginally higher.</p><h2 class="st-heading-2">United Accelerates Starlink Rollout</h2><p>United Airlines said Starlink is now installed on more than 635 aircraft. According to a July SEC <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/Archives/edgar/data/100517/000010051726000135/ual_erx06302026xex992.htm">filing</a> by United, the airline operates 1,579 mainline and regional aircraft. United is adding Starlink to about 20 planes per week and expects to complete installations by the end of 2027.</p><p>United also launched a Starlink Tracker, allowing travelers to check whether their flights offer the service.</p><h2 class="st-heading-2">Starlink’s Growing Partnerships</h2><p>Last week, American Airlines <a href="https://stocktwits.com/news-articles/markets/equity/spacex-starlink-american-airlines-rollout-doubles/cZDUnpFRBNr">announced</a> plans to install Starlink on more than 1,030 aircraft. Installations are expected to begin in early 2027, covering both narrowbody and widebody aircraft.</p><p>Starlink is also available in 38% of Alaska Air Group’s (ALK) fleet. Alaska Air operates Alaska Airlines and Hawaiian Airlines. Globally, Qatar Airways already offers Starlink Wi-Fi on 150 widebody aircraft, while Air France is targeting a fleetwide rollout by year-end. Emirates is also set to launch the service.</p><h2 class="st-heading-2">SpaceX’s Starlink Push Goes Beyond Aviation</h2><p>Starlink has also been in the news since SpaceX announced a deal last week to acquire Grain Management’s nationwide 800 MHz wireless spectrum portfolio.</p><p>The deal would see SpaceX expand its Starlink Mobile service by combining satellite connectivity with ground-based mobile networks, potentially increasing competition with traditional telecom operators.</p><h2 class="st-heading-2">Retail’s Take On SPCX, UAL</h2><p>Retail sentiment on Stocktwits surrounding SPCX trended in the ‘bearish’ territory over the past 24 hours, while sentiment on UAL remained ‘bullish.’</p><p><img src="https://news.stocktwits-cdn.com/spcx_2_b5291e436c.png" alt="spcx (2).png"><img src="https://news.stocktwits-cdn.com/UAL_df66306586.png" alt="UAL.png"></p><p>SPCX shares are up more than 7% over its IPO price while UAL stock has declined more than 12% so far this year.</p><p><strong>Also read:</strong><a href="https://stocktwits.com/news-articles/markets/equity/rocket-lab-neutron-delay-rklb-stock-ten-month-low-roth-capital-update/cZxWDgWRBAw"><strong>&nbsp;RKLB Stock Heads For 10-Month Lows On Neutron Launch Delay – But Roth Capital Sees The Bright Side</strong></a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

The Hollywood Burbank Airport air traffic control tower stands (R) beyond a parked United Airlines plane on October 6, 2025 in Burbank, California. 

United Airlines said Starlink Wi-Fi is now available on more than 635 aircraft, with plans to complete installations across its entire fleet by the end of 2027.

American Airlines Group Inc

United Airlines Holdings Inc

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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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