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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 Q3 earnings beat expectations, with rapid growth in its AI-compute and Starlink businesses and a return to profitability drawing attention. Traders are split over the results muted share reaction, questioning the valuation and heavy AI infrastructure spending, while flagging upcoming insider share unlocks as a potential source of selling pressure.

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

SMCI is drawing attention after a preliminary Q1 update sharply raised its revenue outlook on stronger AI-platform demand and projected higher gross margins than prior guidance. Bulls see evidence of resilient AI-server demand and a possible short squeeze, while skeptics note the stock has struggled to hold its initial jump and cite lingering execution, governance, and profitability 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 quarterly results drew attention as an earnings beat and roughly in-line revenue were overshadowed by softer Q4 guidance and a lower advertising outlook, prompting a sharp selloff. Traders focused on slowing growth, ad execution, viewer engagement and competition, while some argued the reaction was overdone given the companys profitability and bought the dip.

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 Chinese orders for Nvidias export-compliant RTX PRO GPUs have drawn attention, with traders noting that demand reportedly exceeds available supply. The community is split over why the stock has remained weak despite that demand: some see it as evidence of continued AI spending, while others point to concerns about AI-capex sustainability, financing risks and broader chip-sector selling.

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, volatile pullback and approaching earnings are driving debate over whether the shares can rebound or face further downside. Bulls cite JPMorgans upgrade and potential foundry customer wins, while skeptics point to valuation, the equity offering, and weak semiconductor-sector momentum.

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 shares are drawing attention amid a sharp rally and anticipation of the 80th event in its Phase 3 REGAL trial, which triggers final analysis; traders also read the CEOs optimistic anniversary message as a possible buyout signal. No buyout, data release, or leak is confirmed, and some traders view the move as speculation and volatile trading without a new announcement.

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 caught in a volatile selloff across AI-infrastructure and neocloud stocks, as traders weigh continued demand for AI compute against concerns about heavy data-center spending and financing risks, particularly after CoreWeaves debt worries and warnings about the neocloud sector. Some see Nebius as better positioned than leveraged peers and view rebounds as buying opportunities, while others remain cautious about funding needs, weak sector sentiment, and the approaching earnings report.

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

Teslas upcoming quarterly results are driving heavy positioning, with traders focused on margins and guidance after deliveries were already reported; some expect a strong print, while others warn of a miss or a sell-the-news reaction. Speculation about a possible SpaceX merger is adding to the buzz, but traders note there is no confirmed agreement.

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 sharp selloff has fueled debate over funding risks across AI-focused neoclouds and whether the sectors heavy infrastructure spending can earn adequate returns. Traders cite co-CEO Daniel Roberts comments that the data centers were funded with cash and customer prepayments help cover GPU costs as reassurance, but many remain frustrated by IRENs weakness versus peers and question whether the decline is over.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Barclays downgrade of Dell and concerns that recent server revenue growth reflects higher memory costs more than accelerating enterprise AI demand have dominated discussion, alongside a sharp selloff in AI infrastructure stocks and inflation concerns. Traders are split between viewing the drop as justified by valuation and uncertain growth, and calling it an overreaction and buying opportunity.

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Digital Turbine to Host Fiscal 2027 Second Quarter Financial Results Conference Call on November 2, 2026, at 4:30pm ET

Digital Turbine to Host Fiscal 2027 Second Quarter Financial Results Conference Call on November 2, 2026, at 4:30pm ET Digital Turbine to Host Fiscal 2027 Second Quarter Financial Results Conference Call on November 2, 2026, at 4:30pm ETPR NewswireAUSTIN, Texas, Oct. 19, 2026 AUSTIN, Texas, Oct...

APPS vs. SPOT: Which Stock Is the Better Value Option?

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Similarweb Names Michael Akkerman as New Chief Executive Officer

Similarweb Ltd. (NYSE: SMWB), a leading digital data and analytics company, today announced that its Board of Directors has appointed Michael Akkerman as Chief Executive Officer, effective November 2, 2026. Mr. Akkerman succeeds Founder and CEO Or Offer, who, as previously announced in May 2026, is...

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Digital Turbine (APPS) Is Up 2.02% in One Week: What You Should Know 

Does Digital Turbine (APPS) have what it takes to be a top stock pick for momentum investors? Let's find out.

Wall Street Analysts Think Digital Turbine (APPS) Could Surge 43.19%: Read This Before Placing a Bet

The consensus price target hints at a 43.2% upside potential for Digital Turbine (APPS). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

Are Computer and Technology Stocks Lagging  Airgain (AIRG) This Year?

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Digital Turbine, Inc. engages in mobile growth platform solutions for advertisers, publishers, carriers, and device original equipment manufacturers. It operates through the following segments: On Device Solutions and App Growth Platform. The On Device Solutions segment consists of products and services that simplify the discovery and delivery of mobile apps and content media for device end users. The App Growth Platform segment provides Advertising Solutions and Ad Monetization Solutions. The company was founded on November 6, 1998 and is headquartered in Austin, TX.

Digital Turbine Inc

Why Did ZETA, APPS, BLMN Stocks Soar To 52-Week Highs Today? 

Equity

Neutral Sentiment

<ul class="summary-bullets"><li>Zeta’s AI-powered marketing platform found support across Wall Street after strong earnings.</li><li>Craig-Hallum raised its price target for Digital Turbine to $18, saying that the company’s expansion is still in the early stages and accelerating.&nbsp;</li><li>Bloomin' Brands shares jumped over 32% to a new 52-week high of $12.63 after the restaurant operator beat Q2 expectations.</li></ul><p>Zeta Global Holdings (ZETA), Digital Turbine (APPS), and Bloomin' Brands (BLMN) each notched new 52-week highs as investors rewarded companies' earnings that exceeded Wall Street expectations and showed improving business momentum.</p><p>Zeta Global stock climbed 11%, while Digital Turbine and Bloomin' Brands stocks surged 38% and 32%, respectively.&nbsp;</p><h2 class="st-heading-2">Zeta Global Benefits From AI Demand</h2><p><a href="https://stocktwits.com/symbol/ZETA">Zeta Global stock</a> touched a year-high of $28.50 after reporting quarterly revenue of $443 million, ahead of analyst expectations of $420.7 million, as per Fiscal AI data. Adjusted EBITDA increased 56% year-on-year as demand for the company's AI-powered marketing platform continued to expand.</p><p>The company also received Wall Street support after analysts increased their price targets following a strong quarterly performance. DA Davidson and B. Riley both lifted their price targets on Zeta Global to $32 from $30 while maintaining ‘Buy’ ratings.&nbsp;</p><p>B. Riley pointed to Zeta’s new system for measuring AI usage and business results, saying it shows that the company’s Athena platform is helping customers spend more and stay with the service longer. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory.&nbsp;</p><h2 class="st-heading-2">Digital Turbine Posts Biggest Rally</h2><p><a href="https://stocktwits.com/symbol/APPS">Digital Turbine stock</a> led the group with a gain of more than 38%, reaching a three-year high of $14.10. The mobile technology company on Tuesday reported adjusted fiscal first-quarter earnings of $0.19 per share, comfortably ahead of analyst estimates of $0.14. Revenue climbed 27% year-on-year to $166 million, surpassing expectations of roughly $145 million.</p><p>Craig-Hallum increased its price target for Digital Turbine to $18 from $10 while keeping a ‘Buy’ rating on the stock. The firm said Digital Turbine is a company investors should consider owning because it believes the company’s growth is still in the early stages and is gaining speed. Retail sentiment around the stock remained ‘extremely bullish’.</p><h2 class="st-heading-2">Bloomin' Brands Raises Annual Outlook</h2><p><a href="https://stocktwits.com/symbol/BLMN">Bloomin' Brands stock</a> advanced more than 32% to a new 52-week high of $12.63 after reporting Q2 r results that topped forecasts. The restaurant operator posted adjusted earnings of $0.39 per share on revenue of $1.02 billion.</p><p>The company also lifted its fiscal 2026 earnings guidance to a range of $0.90 to $1.00 per share. The company pointed to improving customer traffic at key restaurant brands and cost management despite challenges across the casual dining industry.</p><p>Retail sentiment around the stock improved to extremely bullish’ from ‘neutral’ territory the previous day.&nbsp;</p><p>So far this year, APPS surged 163%, while&nbsp; ZETA and BLMN stocks have gained 33% and 92% respectively.&nbsp;</p><p>Also See:&nbsp;<a href="https://stocktwits.com/news-articles/default/equity/rdw-stock-surges-overnight-on-blockbuster-earnings-retail-wants-valuation-rebalance-now/cZoJ01fRJe8">RDW Stock Surges Overnight On Blockbuster Earnings: Retail Wants ‘Valuation Rebalance’ Now</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In this photo illustration, a person holds a smartphone displaying the logo of Zeta Global Holdings Corp. 

The stock gains showed that investors were encouraged by stronger business performance, higher profits, and a positive outlook.

Why Did ZETA, APPS, BLMN Stocks Soar To 52-Week Highs Today?

The stock gains showed that investors were encouraged by stronger business performance, higher profits, and a positive outlook. 


Bloomin Brands Inc

Zeta Global Holdings Corp

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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
Q2 '26	$0.17	--	--	N/A
Q1 '26	$0.14	$0.19	35.71%	BEAT
Q4 '25	$0.09	$0.16	88.24%	BEAT
Q3 '25	$0.16	$0.18	12.50%	BEAT
Q2 '25	$0.05	$0.15	200.00%	BEAT

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Upcoming Earnings: Q2 '26

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