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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 quarterly earnings beat, first profit since its IPO, and sharp growth in AI-compute revenue have fueled bullish reactions and short-squeeze chatter. Traders are also debating whether the growth outlook justifies the valuation given heavy AI infrastructure spending.

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 fiscal Q1 update, citing stronger AI-platform demand, lifted its revenue outlook and projected higher gross margins than its prior guidance. Traders reacted bullishly and discussed possible short covering, while some questioned whether the stronger demand and margins will hold and whether the company can sustain confidence in its results.

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 report drew attention as an earnings beat was overshadowed by softer forward guidance, slowing revenue growth and a reduced advertising outlook, prompting a sharp selloff. Traders debated whether the decline was overdone given the companys profitability and buybacks or a sign that growth and engagement are weakening amid streaming competition.

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

Musks confirmation that Tesla and SpaceX formed committees to explore a potential merger has fueled speculation, though traders emphasize that no deal is assured and disagree over whether a combination would benefit Tesla. The discussion is also shaped by Teslas upcoming quarterly results, with bulls positioning for a positive surprise and skeptics warning of a sell-the-news reaction and stretched valuation.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intels sharp pullback and volatile rebound are driving discussion, with traders weighing JPMorgans upgrade to Neutral against the upcoming earnings report. Bulls point to potential foundry customers and AI partnerships, while skeptics question whether those largely unconfirmed developments justify the optimism or whether the bounce will hold.

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 rebound to upbeat SpaceX commentary on compute demand, while persistent concerns about financing costs, debt exposure and weakness in peers such as CoreWeave fuel skepticism. Bulls argue AI infrastructure demand remains strong and Nebius is better positioned than some competitors; bears see sector-wide funding risks weighing on the shares.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IRENs steep selloff and underperformance versus other neocloud stocks have fueled debate over AI-infrastructure funding risks and the companys execution; CEO Daniel Roberts pushed back on debt concerns, saying its data centers were funded with cash and customer prepayments help cover GPU costs. Bulls point to strong compute demand and oversold conditions, while bears remain concerned about persistent weakness, dilution and data-center delivery timelines.

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

SLS is drawing attention as traders position around the Phase 3 REGAL trials anticipated 80th-event trigger and eventual final analysis; the last disclosed count was 78, and no new event or readout is confirmed here. Some interpret the CEOs upbeat anniversary comments and other perceived signals as hints of a potential buyout, while skeptics view the rebound as volatile trading without fresh news.

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

Reported orders from ByteDance, Alibaba and Tencent for more than $35 billion in export-compliant Nvidia GPUs have traders focused on Chinese demand, though Nvidia may be unable to fulfill most of them. The community sees the orders as evidence of strong AI-chip demand but debates why the news has not lifted shares, amid broader concerns about AI spending and financing.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

CRDO is drawing attention for sharp swings amid a broad selloff in AI and semiconductor stocks, with traders debating insider share-sale plans and valuation concerns against the longer-term AI data-center connectivity growth story. Some also view its new optical products as promising, though community discussion notes that the products are not expected to contribute near-term.

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Microsoft To Rally Around 25%? Here Are 10 Top Analyst Forecasts For Monday

Analysts upgraded Global-E and raised Annexon's target; targets fell for Truist, Ameriprise, Lyft, A.O. Smith and Hudson Pacific.read more...

5 Dividend-Paying Stocks to Watch as Market Volatility Rises

With inflation, rising energy prices and Fed uncertainty rattling markets, five dividend stocks offer yields of 2.5% to 3.2% and a record of dividend growth.

A. O. Smith Rewards Shareholders With 6% Hike in Dividend

AOS raises its quarterly dividend 6% to 38 cents per share, backed by strong cash flows and a solid history of shareholder returns through buybacks.

A. O. Smith Increases Quarterly Dividend to $0.38 per Share

A. O. Smith Increases Quarterly Dividend to $0.38 per Share A. O. Smith Increases Quarterly Dividend to $0.38 per SharePR NewswireMILWAUKEE, Oct. 12, 2026MILWAUKEE, Oct. 12, 2026 /PRNewswire/ -- The board of directors of A. O. Smith Corporation(NYSE: AOS) approved a 6% increase in the company's...

Here's Why Investors Should Consider Retaining A. O. Smith Stock Now

AOS' North America boiler strength, acquisitions and shareholder returns support growth despite China weakness and rising debt.

A. O. Smith to Hold Third Quarter Conference Call Oct. 29, 2026

A. O. Smith to Hold Third Quarter Conference Call Oct. 29, 2026 A. O. Smith to Hold Third Quarter Conference Call Oct. 29, 2026PR NewswireMILWAUKEE, Oct. 2, 2026MILWAUKEE, Oct. 2, 2026 /PRNewswire/ -- A. O. Smith Corporation(NYSE: AOS) will release its third quarter 2026 financial results before...

Zacks Industry Outlook Highlights Eaton, Emerson Electric, A. O. Smith and EnerSys

EnerSys benefits from data center, communications and defense demand as manufacturing electronics gains from advanced technology and e-commerce.

4 Manufacturing Electronics Stocks to Watch on Promising Industry Trends

The Zacks Manufacturing - Electronics industry gains from solid momentum in the manufacturing sector and strength across major end markets. ETN, EMR, AOS and ENS are some notable stocks in the industry. 

Here's Why Investors Should Retain A. O. Smith Stock in Portfolio Now

AOS benefits from strong North America boiler demand, acquisitions and shareholder returns, though China weakness and rising costs pose challenges.

New Aquasana Survey Finds Concern Over PFAS and Microplastics in America's Tap Water is Surging

New Aquasana Survey Finds Concern Over PFAS and Microplastics in America's Tap Water is Surging New Aquasana Survey Finds Concern Over PFAS and Microplastics in America's Tap Water is Surging PR Newswire AUSTIN, Texas, Aug. 4, 2026 Eighth annual Aquasana Water Quality Survey reveals widespread...

A. O. Smith Corp. manufactures residential and commercial gas and electric water heaters, boilers, tanks, and water treatment products. It operates through the North America and Rest of World segments. The North America segment manufactures and markets comprehensive lines of residential and commercial gas and electric water heaters, boilers, and tanks. The Rest of World segment markets water treatment products in China, Europe, and India. The company was founded by Charles Jeremiah Smith in 1874 and is headquartered in Milwaukee, WI.

A.O. Smith Corp.

 A.O. Smith Stock Sinks After Lennox’s Entry Into Water Heater Market, Retail’s Still Bullish

Equity

Bearish Sentiment

A.O. Smith Corp (AOS) stock fell 6.3% on Wednesday on concerns over a new water heater joint venture between Lennox and Ariston Group.The stock logged its worst day in over 10 months after air conditioner maker Lennox announced it would start selling water heaters under its own branding from 2026.Lennox said on Tuesday that it would own 49.9% of the joint venture, with Italian water heater maker Aristone owning the remaining 50.1%.“This strategic partnership brings the trusted brands, distribution channels, and expansive customer network of Lennox with Ariston Group's advanced global and regional expertise in water heating technology, R&amp;D, and manufacturing,” the companies said.Brokerage Jefferies saw risks to A.O. Smith, the top seller of water heaters in North America, with the joint venture focusing on rapid expansion in the U.S. and Canada. Aristone would continue to sell its heaters under its branding. &nbsp;According to TheFly, Jefferies analysts noted that the joint venture will leverage Lennox's robust distribution network, an obstacle previously faced by GE and Haier when entering the market.“While we don't foresee this joint venture resulting in a major competitive shift in the North American water heater market, we've slightly tempered our long-term growth outlook for A.O. Smith to account for a now more competitive, albeit still small, player in the space,” Morningstar analysts said in a note.Retail sentiment on Stocktwits was in the ‘bullish’ (65/100) territory, while retail chatter was ‘high.’<figure class="image"><img style="aspect-ratio:884/103;" src="https://news.stocktwits-cdn.com/AOS_May_28_JPG_aafcb9d20c.webp" alt="AOS’s Sentiment Meter and Message Volume as of 10:25 p.m. ET on May 28, 2025 | Source: Stocktwits" width="884" height="103"><figcaption>AOS’s Sentiment Meter and Message Volume as of 10:25 p.m. ET on May 28, 2025 | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/AOS">A.O. Smith stock</a> has fallen over 6% this year.The company in April reiterated its annual earnings forecast but warned of tariff-related costs.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/elon-musk-bows-out-of-doge-thanks-trump/ch0A7qaRbsv">Elon Musk Bows Out Of DOGE, Thanks Trump For 'Opportunity To Reduce Wasteful Spending'</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the A.O. Smith company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)

Jefferies analysts noted that the joint venture will leverage Lennox's robust distribution network.

Jefferies analysts noted that the joint venture will leverage Lennox's robust distribution network, an obstacle previously faced by GE and Haier when entering the market.

Lennox International 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.

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	$59.54
Prev Close	$58.68
Open	$58.74
Dividend Yield	2.06%
50-Day Moving Average	$59.12
Beta	0.69
Avg. Volume	1.44M
PE Ratio	16.36

52-Week High	$81.87
52-Week Low	$54.16
Market Capitalization	$7.98B
EPS (Annual)	$3.85
Price to Book	4.35
Revenue Per Employee	$333,060.87

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