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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

A quarterly earnings beat, rapid growth in AI-compute revenue and an aggressive expansion outlook are driving attention, alongside preliminary discussions of a possible Tesla merger. Many traders are bullish on the growth story and anticipate further gains, while skeptics question the valuation, heavy spending and credibility of Musks ambitious forecasts.

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 update sharply raised its quarterly revenue and gross-margin outlook on stronger AI platform demand, driving a strong after-hours rally. Traders largely welcomed the results as evidence of improving business momentum and a possible short squeeze, while some questioned whether the gains would hold given the companys history of volatility and 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 beat was overshadowed by softer fourth-quarter guidance, slowing revenue growth, and a reduced advertising outlook, prompting a sharp selloff. Traders are split between viewing the decline as an overreaction and expecting further downside amid concerns about growth and competition.

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 beating quarterly expectations and raising its outlook, yet its shares fell as traders focused on weaker cash flow, rising costs, and a loss in its insurance business. The reaction has frustrated bullish holders, while others see the selloff as evidence that strong results were already priced in.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

CELHs move toward and briefly above the $30 level has traders focused on whether the stock can sustain a technical breakout, with some pointing to higher volume and others expecting another rejection. Pepsi buyout talk and hopes around earnings appear in the discussion, but remain speculation rather than a confirmed catalyst.

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 Q3 results beat expectations, but shares sold off sharply as traders focused on slower U.S. procedure growth, planned da Vinci pricing cuts, and a one-time antitrust settlement. The community is split between calling the decline an overreaction to solid business growth and seeing the guidance and pricing pressures as reasons for caution.

TOSHI

TOSHI is drawing attention amid a rebound and traders repeated focus on breaking a stubborn resistance level, with technical breakout and short-squeeze hopes driving bullish posts. Others remain cautious, pointing to repeated rejections, weak price action, and sensitivity to Bitcoins direction; talk of a coming announcement or listing remains speculative.

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

Disc Medicines shares are drawing attention after bitopertins Phase 3 APOLLO trial met its endpoints and the company priced an upsized public offering. Traders are weighing the stronger regulatory prospects against dilution and potential selling pressure from the financing.

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia, and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Lam Research Corp.

Lam Research is in focus ahead of its quarterly earnings report, with traders watching guidance and semiconductor-equipment demand amid a sharp pullback. The debate is split between buyers treating weakness and support levels as an opportunity and bears concerned about further sector pressure and high expectations.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS is drawing attention as traders anticipate the Phase 3 REGAL AML trial reaching its 80-event final-analysis trigger; the last disclosed count was 78, and traders are also watching for SLS009 updates. Some interpret the CEOs next chapter remarks and the companys ASH presence as possible buyout or partnership clues, while skeptics note there is no confirmed deal or trial result and view the rally as speculative.

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AMC Entertainment vs. Roblox: Which Media Stock Is a Better Buy in 2026?

Key PointsAMC Entertainment is the global leader in theatrical exhibition, supported by strong ties to major movie studios...

Do Options Traders Know Something About AMC Global Stock We Don't?

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

Why Is AMC Stock Falling on Thursday?

AMC Entertainment stock trades lower Thursday due to broad market pressure and profit-taking following a recent price surge.read more...

What's Going On With AMC Stock Tuesday?

AMC Entertainment Holdings shares are trading flat Tuesday as investors assess debt refinancing progress following a 10%+ rally Monday.read more...

Kodiak Sciences, AMC Entertainment, Agenus And Other Big Stocks Moving Higher On Monday

U.S. stocks fell Monday, while Kodiak Sciences surged 174% after positive Phase 3 eye disease trial results; several small caps also rallied.read more...

Are Consumer Discretionary Stocks Lagging  AMC Global Media Inc. (AMCX) This Year?

Here is how AMC Global Media (AMCX) and American Outdoor Brands, Inc. (AOUT) have performed compared to their sector so far this year.

AMC Stock Edges Lower Friday: What's Happening?

AMC Entertainment Holdings shares are trading slightly lower Friday despite a slight upward price target adjustment from Wall Street.read more...

AMC Entertainment Holdings Inc. (NYSE: AMC) stock declines Thursday after announcing pricing terms for a $3.97 billion debt refinancing package.read more...

1 Reason AMC Entertainment Stock Is Worth a Second Look Right Now

Key PointsAMC shares are up 90% this year, but still down 99.3% over the last five years...

3 Reasons I Bought AMC Stock This Month

Key PointsThe knocks are real on AMC Entertainment, one of the worst-performing stocks over the last five years...

AMC Global Media, Inc. is a holding company, which engages in the owning and management of cable television networks through its subsidiaries. It operates through the Domestic Operations and International and Other segments. The Domestic Operations segment includes programming services, and AMC broadcasting and technology. The International and Other segment focuses on its international programming businesses. The company was founded by Charles Francis Dolan on March 9, 2011, and is headquartered in New York, NY.

AMC Global Media Inc. - Ordinary Shares - Class A

AMCX, NWL Stocks Hit Fresh 52-Week Highs – Here’s What Wall Street Is Saying About ‘The Walking Dead’ Licensing Deal With Netflix

Equity

Bullish Sentiment

<ul class="summary-bullets"><li>Morgan Stanley said the licensing deal underscores the value of proven and lasting intellectual property.</li><li>Newell Brands reported second-quarter earnings per share of $0.42, well above consensus estimates of $0.20.&nbsp;</li><li>The consumer firm also raised its full-year 2026 EPS outlook to $0.73 to $0.77, up from $0.56 to $0.60</li></ul>Shares of AMC Global Media (AMCX) and Newell Brands (NWL) climbed to new 52-week highs on Friday, supported by Wall Street’s positive reaction to AMC Global Media’s $500 million Netflix (NFLX) licensing deal for ‘The Walking Dead’ franchise and Newell’s stronger-than-expected second-quarter earnings results.At the time of writing,&nbsp;<a href="https://stocktwits.com/symbol/AMCX">AMCX stock</a> was up more than 18%, posting its biggest single-day gains since February 2023, while&nbsp;<a href="https://stocktwits.com/symbol/NWL">NWL stock</a> gained 14%.<h2 class="st-heading-2">Wells Fargo Says ‘The Walking Dead’ Licensing Deal Will Improve AMCX’s Balance Sheet</h2>On Thursday, Netflix and AMC Networks signed a five-year, $500 million global licensing deal beginning in 2027, giving the two companies co-exclusive streaming rights to the original The Walking Dead series and its six spin-offs.Following the announcement, Morgan Stanley raised its price target on AMC Global Media to $10 from $7 but kept an ‘Underweight’ rating, according to the Fly. The firm said the deal underscores the value of proven and lasting intellectual property, though it expressed concerns about AMC’s slow subscriber growth as well as long-term industry headwinds.Wells Fargo also increased its target, lifting it to $11 from $10, while maintaining an ‘Equal’ Weight rating. The firm said the long-awaited agreement should provide additional cash flow and improve AMC’s balance-sheet stability.Retail sentiment for AMCX on Stocktwits turned ‘bullish’ from ‘neutral’ over the past 24 hours, amid ‘high’ message volumes. AMCX shares have climbed more than 22% so far this year.<h2 class="st-heading-2">Newell Brands Raises FY2026 Outlook</h2>On Friday, Newell Brands reported better-than-expected second-quarter results with revenue growing 3% to $1.99 billion, just ahead of Wall Street’s estimates of $1.98 billion, according to Fiscal.ai. Earnings per share (EPS) came in at $0.42, well above consensus estimates of $0.20.&nbsp;&nbsp;The firm raised its full-year 2026 EPS outlook to $0.73 to $0.77, up from $0.56 to $0.60 previously, and raised the floor of its net sales guidance 1% to 2%, from flat to 2%. For the third quarter, Newell Brands expects net sales to grow 2% to 3%, and EPS between $0.18 and $0.20.Retail sentiment for NWL on Stocktwits flipped to ‘extremely bullish’ from ‘neutral’ over the past 24 hours, amid ‘high’ message volumes. The stock has gained around 58% year-to-date.Also read:<a href="https://stocktwits.com/news-articles/markets/equity/rivn-stock-slides-toward-biggest-monthly-drop-since-january-wall-street-flags-profitability-challenges-despite-q2-beat/cZN4fy0RJPk">&nbsp;</a><a href="https://stocktwits.com/news-articles/markets/equity/sls-stock-in-spotlight-after-vanguard-capital-discloses-beneficial-stake/cZN4WEaRJPY">SLS Stock In Spotlight After Vanguard Capital Discloses 5.19% Stake – Retail Calls It ‘Huge Vote Of Conviction’ As AML Trial Readout Nears</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, a smartphone displays the logo of AMC Entertainment Holdings, Inc.

Analysts raised their price targets on AMCX stock, with Wells Fargo stating that the deal should provide additional cash flow and improve balance-sheet stability.

AMC Networks Inc - Ordinary Shares - Class A

Newell Brands 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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	-$0.04	--	--	N/A
Q2 '26	-$0.12	-$0.28	-140.64%	MISSED
Q1 '26	$0.21	$0.08	-62.25%	MISSED
Q4 '25	$0.57	$0.64	12.35%	BEAT
Q3 '25	$0.29	$0.18	-37.44%	MISSED

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Upcoming Earnings: Q3 '26

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