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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.

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.

Myriads agreement to sell its prenatal-testing business to Labcorp for cash is driving a sharp rally, with traders focused on the substantial proceeds and how they could support the remaining cancer-testing business. The reaction is divided: some view the deal as a balance-sheet and strategic positive, while others worry the divestiture removes revenue from a business already facing operational and debt concerns.

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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 

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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

Bearish 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.

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