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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 earnings beat, first quarterly profit since its IPO, and surging AI-compute business are driving attention, with traders also focused on plans for much heavier data-center investment. Bulls see accelerating demand and growth potential, while skeptics question the valuation, spending plans, and ambitious revenue outlook; upcoming share unlocks are another concern.

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 Q1 update, citing stronger AI-platform demand, raised its revenue outlook well above prior guidance and projected higher gross margins, driving a sharp rally and renewed optimism about AI-server demand. Traders debated whether the improvement can be sustained, with some highlighting the companys execution and credibility concerns and the stocks history of volatile moves.

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 results beat earnings expectations, but softer fourth-quarter guidance and slower revenue growth overshadowed the solid quarter and pressured the shares. Traders are divided between concerns about fading growth, advertising execution and streaming competition, and views that the selloff is overdone given the companys profitability.

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 committees to explore a potential merger, fueling bullish deal speculation while skeptics note that no agreement is in place and shareholder approval would be required. Traders are also positioning around Teslas quarterly earnings, with debate over whether results can support the recent strength.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Loop Capitals downgrade of Apple to Hold, citing weaker iPhone shipment-recovery prospects and rising memory costs, is driving discussion alongside broader concerns about valuation and slowing demand ahead of earnings. Bearish traders see further downside, while bulls argue that strong iPhone Duo preorder demand and the stocks resilience offset the analyst concerns.

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

Reports of large Chinese orders for export-compliant Nvidia GPUs are drawing attention, with demand reportedly outstripping planned supply. Traders see the orders as evidence of resilient demand but debate why the shares remain weak amid broader concerns about AI spending, financing, and semiconductor-sector volatility.

Myriad Genetics, Inc. is a molecular diagnostics and precision medicine company committed to advancing health and well-being for all. It develops and commercializes molecular tests that help patients and providers uncover genetic insights. The company was founded by Walter A. Gilbert, Mark H. Skolnick, and Peter D. Meldrum in May 1991 and is headquartered in Salt Lake City, UT.

Myriad Genetics, Inc.

Myriad Genetics agreement to sell its prenatal-testing business to Labcorp for cash is driving the sharp move, with traders focused on the proceeds strengthening the balance sheet and funding the oncology business. Bullish reactions call the deal a meaningful catalyst, while skeptics worry that selling a revenue-generating unit leaves a smaller business facing existing growth and debt concerns.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius is moving with the volatile AI neocloud trade; traders linked a sharp rebound to SpaceXs upbeat comments on strong compute demand and constrained capacity. That optimism is tempered by concerns about funding and CoreWeaves debt exposure, with some viewing the bounce as relief rather than a confirmed trend reversal.

Sea Ltd. is an internet and mobile platform company, which engages in the provision of online gaming services. It operates through the following segments: Digital Entertainment, E-Commerce, and Digital Financial Services. The Digital Entertainment segment offers and develops mobile and PC online games. The E-Commerce segment manages a third-party marketplace through the Shopee mobile app and websites that connect buyers and sellers. The Digital Financial Services segment includes a variety of payment services and loans to individuals and businesses through SeaMoney. Sea was founded by Xiao Dong Li, Gang Ye, and Jing Ye Chen on May 8, 2009 and is headquartered in Singapore.

Sea Ltd - ADR

Seas plans to list its Monee financial-services arm and launch Sea Cloud are drawing attention, but shares are selling off despite the potential growth and value-unlocking opportunities. Traders are split between viewing the moves as promising and worrying they add uncertainty and spending amid Shopee competition and a cautious analyst outlook; some see the decline as an oversold buying opportunity.

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 met the primary and secondary endpoints in a Phase 2 trial for acute bipolar mania, driving attention to the drugs potential beyond epilepsy. Traders are divided: bulls emphasize the positive readout and analyst upgrades, while skeptics point to the modest placebo-adjusted benefit, agitation and discontinuations, and a sharp fade in the initial rally.

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Abercrombie & Fitch Co. engages in the retail of apparel, personal care products, and accessories. The firm operates through following geographical segments: Americas, Europe, the Middle East and Africa (EMEA), and Asia-Pacific (APAC). Its brands include Abercrombie and Hollister. The company was founded by David Abercrombie in 1892 and is headquartered in New Albany, OH.

Abercrombie & Fitch Co. - Ordinary Shares - Class A

Sadie Sink Is Making Calvin Klein Viral — But PVH Stock Isn't Getting The Sydney Sweeney Effect

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Bullish Sentiment

<ul class="summary-bullets"><li>Sadie Sink’s “Feel the Fit” campaign is drawing comparisons to Sydney Sweeney’s viral American Eagle campaign, which helped drive sales, engagement, and a major AEO stock rally.</li><li>PVH trades at just 5.9x forward earnings, with analysts seeing roughly 26% upside, but message volumes on Stocktwits have plunged 96% over the past year.</li><li>Wall Street expects EPS of $3.08 on $2.09 billion in revenue Wednesday; PVH has beaten earnings expectations in each of the past four quarters.</li></ul>"Stranger Things" star Sadie Sink is generating buzz for PVH Corp.'s Calvin Klein in a style reminiscent of how Sydney Sweeney made American Eagle Outfitters go viral last year and drove a surge in denim sales. There's just one problem: PVH stock isn't seeing the same kind of pop AEO did from the Sweeney moment, and quarterly earnings are right around the corner.Calvin Klein on Tuesday launched the second installment of its Fall 2026 "Feel the Fit" denim campaign fronted by 24-year-old Sink, who recently starred in Marvel's "Spider-Man: Brand New Day" and received a Tony Award nomination on Broadway. The commercial shows Sink&nbsp;prancing&nbsp;around in Calvin Klein underwear before pulling on a perfectly fitting pair of jeans, with electronics sparking around her, then turning to the camera with the tagline "Feel the fit." Media coverage has described the campaign as "flirty," "bold," and steeped in Y2K nostalgia.The campaign has drawn polarizing reactions. On X, users quickly noted the contrast with Calvin Klein's 2020 Pride ads, which featured diverse body types, LGBTQ+ models, and a body-positive message.&nbsp;<img src="https://news.stocktwits-cdn.com/Sadie_Sink_Calvin_Klein_X_post_01_94bed5673f.png" alt="Sadie Sink Calvin Klein X post 01.png">Side-by-side comparisons circulated widely: some users welcomed what they called the end of the "woke" era, while others connected the pivot to the rise of GLP-1 weight-loss drugs or questioned the commercial implications. Calvin Klein has not commented publicly.<figure class="image"><img src="https://news.stocktwits-cdn.com/Sadie_Sink_Calvin_Klein_X_post_02_f2e2368a37.png" alt="Sadie Sink Calvin Klein X post 02.png" width="1178" height="1000"></figure>The Sydney Sweeney Effect On AEO<figure class="image"><img src="https://news.stocktwits-cdn.com/Getty_Images_2228080321_845f188414.jpg" alt="GettyImages-2228080321.jpg" width="6000" height="4000"><figcaption>Billboards of actress Sydney Sweeney is seen outside of an American Eagle store on August 01, 2025 in New York City. (Photo by Michael M. Santiago/Getty Images)</figcaption></figure>American Eagle's fall 2025 campaign starring Sydney Sweeney set the template. The ads were described as equally provocative and bold and built around the tagline "Sydney Sweeney has great jeans."&nbsp; Its deliberate double meaning sparked great controversy but eventually led to a genuine commercial payoff. AEO&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/american-eagle-stock-rockets-24-after-hours-on-sydney-sweeney-hype-and-q2-sales-beat/chw5pP8RdoQ">saw</a> meaningful gains in sales, customer counts, and online engagement, with President Donald Trump even weighing in to&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-praises-american-eagle-sidney-sweeney-ad-stock-soars/chrXVomRdTq">praise</a> the ads while criticizing what he called "woke" campaigns from brands like Jaguar and Budweiser. AEO's stock surged with&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sydney-sweeney-fuels-meme-stock-euphoria-for-american-eagle-outfitters-retail-crowd-piles-in-amid-after-hours-surge/ch8y1ZOR5uX">meme-stock-like</a> energy, and retail trader interest on Stocktwits spiked sharply.The broader trend has been partly attributed to a post-election cultural shift, with conservative fashion sensibilities reasserting themselves. Victoria's Secret has leaned back into its glamorous roots under CEO Hillary Super, abandoning its earlier neutral rebranding in favor of the sensuality and spectacle the brand built its identity on, even changing its ticker from VSCO to VSXY to signal the pivot. The strategy has paid off:&nbsp;<a href="https://stocktwits.com/symbol/VSXY">VSXY</a> has outperformed&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/no-ai-no-problem-5-consumer-stocks-quietly-outperforming-nvidia-this-year/cZY8qSVRJpm">even Nvidia</a> this year on the back of strong earnings and an upbeat outlook.GLP-1 anti-obesity drugs are another factor. As the drugs become more accessible and more U.S. consumers drop sizes and refresh their wardrobes, apparel retailers stand to benefit, with Bernstein&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/04/09/weight-loss-pills-glp-1s-stitch-fix-apparel-retailers.html">estimating</a> the category could see an annual boost of up to $13 billion in consumer spending.So Why Isn't PVH Catching The Wave?PVH generates more revenue than AEO, but the owner of Calvin Klein and Tommy Hilfiger has significantly more exposure to Europe, the Middle East, and Asia — markets that have faced headwinds from the U.S.-Israeli siege on Iran and its broader economic ripple effects. That exposure forced PVH to reaffirm an outlook that missed consensus estimates, even as retailers were already absorbing the impact of Trump's tariff war.<img src="https://news.stocktwits-cdn.com/PVH_Revenue_By_Region_1f46283591.jpg" alt="PVH_Revenue_By_Region.jpg"><img src="https://news.stocktwits-cdn.com/American_Eagle_Revenue_By_Region_825d683670.jpg" alt="American_Eagle_Revenue_By_Region.jpg">Over the past 12 months, PVH stock has lagged&nbsp;<a href="https://stocktwits.com/symbol/AEO">AEO</a>,&nbsp;<a href="https://stocktwits.com/symbol/ANF">Abercrombie &amp; Fitch</a>,&nbsp;<a href="https://stocktwits.com/symbol/GAP">Gap</a>, and other retail peers, as well as the Consumer Discretionary sector (<a href="https://stocktwits.com/symbol/XLY">XLY</a>), in what remains a difficult macro environment.<img src="https://news.stocktwits-cdn.com/koyfin_20260902_110844364_cb4e130995.png" alt="koyfin_20260902_110844364.png">PVH Stock: Are Wall Street And Retail Traders In Sync?On paper, PVH looks attractively valued. The stock trades at a forward price-to-earnings ratio of 5.9x — cheaper than AEO at 9.3x, Gap at 8.7x, and ANF at 11.4x. The consensus among 13 analysts covering the stock is 'Buy,' with an average price target implying roughly 26% upside from current levels.Retail engagement, however, tells a different story. One-year message volumes on Stocktwits have fallen 96% for PVH, and watcher counts have slipped 0.4% — a stark contrast to AEO's 5% follower growth and VSXY's 11% bump over the same period. Sentiment has remained broadly 'bullish,' with recent posts acknowledging the potential GLP-1 tailwind and looking ahead to Wednesday's quarterly results.Last month, JPMorgan flagged "double-digit downside risk" to PVH's fiscal 2028 consensus estimates, citing concerns about in-season wholesale sell-throughs and "choppy" direct-to-consumer store traffic. Extreme heat in Europe, the firm added, is providing an additional drag on the current quarter.Analysts expect earnings per share of $3.08, up from $2.52 a year earlier, with revenue forecast to slip slightly to $2.09 billion from $2.17 billion. PVH has beaten expectations in each of the past four quarters.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/gpro-stock-heads-for-best-week-ever-go-pro-targets-a-bigger-future-beyond-cameras-in-defense-and-ai-starman-optical-has-the-resources/cZsAgnGRJue">GPRO Stock Heads For Best Week Ever: GoPro Targets A Bigger Future Beyond Cameras In Defense And AI</a>&nbsp;

Sadie Sink attends the Los Angeles Premiere of Columbia Pictures' "Spider-Man: Brand New Day" at Dolby Theatre on July 27, 2026 in Hollywood, California. (Photo by Axelle/Bauer-Griffin/FilmMagic)

Calvin Klein’s provocative new denim campaign is drawing attention, but PVH heads into Wednesday’s earnings with weak retail engagement, international headwinds, and a stock that has lagged apparel peers.

American Eagle Outfitters, Inc.

Abercrombie & Fitch Co.

PVH Corp

Victoria`s Secret & Co

Consumer Discretionary Select Sector SPDR Fund

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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.

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	$3.06	--	--	N/A
Q2 '26	$1.99	$4.17	109.69%	BEAT
Q1 '26	$1.28	$1.47	15.24%	BEAT
Q4 '25	$3.57	$3.68	2.96%	BEAT
Q3 '25	$2.17	$2.36	8.67%	BEAT

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