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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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Aptiv PLC (APTV) Is a Trending Stock: Facts to Know Before Betting on It

Recently, Zacks.com users have been paying close attention to APTIV PLC (APTV). This makes it worthwhile to examine what the stock has in store.

Aptiv PLC (APTV) Advances While Market Declines: Some Information for Investors

In the closing of the recent trading day, Aptiv PLC (APTV) stood at $44.26, denoting a +1.63% move from the preceding trading day.

BlackBerry's Rising Cash Flow Supports Strategic Investment Options

BB's rising cash flow and stronger balance sheet provide flexibility to invest in QNX growth, pursue selective acquisitions and repurchase shares.

Aptiv PLC (APTV) is Attracting Investor Attention: Here is What You Should Know  

APTIV PLC (APTV) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

How Can BlackBerry's Dynamic Pairing Boost Transportation Efficiency?

BB's Dynamic Pairing helps transportation operators catch equipment errors early, cut unnecessary costs and improve asset connections.

Why Aptiv PLC (APTV) Dipped More Than Broader Market Today

Aptiv PLC (APTV) closed at $43.48 in the latest trading session, marking a -2.77% move from the prior day.

BlackBerry Shares Down 14% in the Past 3 Months: Hold or Sell?

BB's QNX momentum and stronger cash flow support long-term prospects, but Secure Communications risks and a premium valuation limit near-term upside.

Wall Street Bulls Look Optimistic About APTIV PLC (APTV): Should You Buy?

Based on the average brokerage recommendation (ABR), APTIV PLC (APTV) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

APTV Stock Wrapped 4 Months Of Losses: Goldman Sachs Sees Further Demand Risk For Aptiv Amid  China Concerns 

Equity

Retail sentiment around Aptiv turned bearish as shares remained down 31% year-to-date. 


Can Aptiv's $5B Awards Unlock Its Next Growth Phase?

APTV's $5B in new awards spans intelligent systems, engineered components and AI, offering a path to broader growth.

Aptiv Plc engages in the designs, develops and manufactures software and hardware solutions. It operates through the Signal and Power Solutions, and Advanced Safety and User Experience segments. It also operates through the following geographical segments: North America; Europe, Middle East, and Africa; Asia Pacific; and South America. The company was founded on May 19, 2011 and is headquartered in Schaffhausen, Switzerland.

Aptiv PLC.

Bearish Sentiment

<ul class="summary-bullets"><li>Goldman Sachs lowered Aptiv’s price target to $61 from $71 but kept a Buy rating.&nbsp;</li><li>The firm said auto suppliers may report mixed Q3 results as weaker Chinese vehicle sales hurt demand.</li><li>Last month, Aptiv began producing an ADAS camera for a Chinese EV maker.&nbsp;</li></ul><p>Aptiv (APTV) stock wrapped a four-month losing streak, but Goldman Sachs is flagging fresh demand risks for the auto supplier. The firm cut its price target, citing weaker Chinese vehicle sales that could pressure suppliers even as global light-vehicle production remains broadly on track.&nbsp;</p><figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261006_045701560_46d4b11dce.png" alt="koyfin_20261006_045701560.png" width="2400" height="1240"></figure><h2 class="st-heading-2">China Creates Added Pressure For Aptiv&nbsp;</h2><p>Goldman Sachs reduced its price target on Aptiv to $61 from $71 while maintaining a ‘Buy’ rating. The change came as part of the firm's broader preview of upcoming third-quarter (Q3) results across U.S. automotive and industrial technology companies. The new price target still implies a 39% upside to the stock’s last close.&nbsp;</p><p>Goldman Sachs expects traditional automotive Tier 1 suppliers to report Q3 results and forecasts that range from roughly in line with expectations to below consensus estimates.</p><p>Global light-vehicle production remains broadly consistent with the low-single-digit annual decline many suppliers had expected. However, according to Goldman Sachs, weaker domestic vehicle sales in China could create additional pressure for companies exposed to that market. Investors will likely focus on whether companies see further deterioration in demand or maintain their existing outlooks.</p><figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261006_050746759_a6098e85e7.png" alt="koyfin_20261006_050746759.png" width="2400" height="1240"></figure><h2 class="st-heading-2">Aptiv Expands Automotive Technology Portfolio&nbsp;</h2><p>Aptiv makes software and hardware for the automotive and transportation industries. Its Signal and Power Solutions unit makes wiring systems, connectors, electrical parts, and cable-management products used in electric vehicles (EVs).</p><p>The Advanced Safety and User Experience unit develops radar, cameras, LiDAR sensors, computing systems, digital dashboards and software used for driver-assistance and self-driving features. Together, Aptiv’s technologies help vehicles process data, communicate, use electricity more efficiently and operate safely.&nbsp;</p><p>Last month, Aptiv started mass production of a new ADAS smart camera for a European vehicle program from a major Chinese new-energy vehicle maker. Aptiv is supporting Nvidia’s Jetson Orin Nano 2 to help customers bring physical AI and edge-AI systems into real-world production faster.</p><p>The technology targets delivery and inspection drones, robots, and other autonomous machines that need to sense their surroundings and make decisions safely.</p><h2 class="st-heading-2">APTV Stock: Retail View&nbsp;</h2><p>On Stocktwits, retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/APTV">APTV stock</a> slipped to ‘bearish’ from ‘neutral’ territory the previous day.&nbsp;</p><p>APTV stock has cratered 31% year-to-date.&nbsp;</p><p>Also see:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/stz-stock-ticks-higher-premarket-constellation-brands-trades-at-cheapest-valuation-in-over-a-decade-ahead-of-q2-earnings/cZDsUpDRBkS">STZ Stock Ticks Higher Premarket: Constellation Brands Trades At Cheapest Valuation In Over A Decade Ahead Of Q2 Earnings</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

Intel Automotive unveils an adaptive control solution, next-gen discrete graphics, and an AWS virtual development environment at the Consumer Electronics Show (CES) 2025. (Photo by Artur Widak/NurPhoto via Getty Images)

Aptiv (APTV) stock wrapped a four-month losing streak, but Goldman Sachs is flagging fresh demand risks for the auto supplier. The firm cut its price target, citing weaker Chinese vehicle sales that could pressure suppliers even as global light-vehicle pr

APTV Stock Wrapped 4 Months Of Losses: Goldman Sachs Sees Further Demand Risk For Aptiv Amid  China Concerns

Aptiv PLC

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.

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$APTV APTV Stock Wrapped 4 Months Of Losses: Goldman Sachs Sees Further Demand Risk For Aptiv Amid China Concerns 
https://stocktwits.com/news-articles/markets/equity/aptv-stock-wrapped-4-months-of-losses-goldman-sachs-sees-further-demand-risk-for-aptiv-amid-china-concerns/cZDszrGRBkl

Shivani Kumaresan

APTV Stock Wrapped 4 Months Of Losses: Goldman Sachs Sees Further Demand Risk For Aptiv Amid  China Concerns 

$APTV

https://stocktwits.com/news/equity/markets/aptv-stock-wrapped-4-months-of-losses-goldman-sachs-sees-further-demand-risk-for-aptiv-amid-china-concerns/cZDszrGRBkl

Stocktwits News

$APTV Every time you post, probed with another point up. 

Please say more things as you watch price get away from you yet again.

Philippians 4:6-7

$APTV Major extension on today’s fully bullish engulfing.

Already set for major hammer on the week and a $44.80 close gets us green on the week whereas and furthermore, $45.40 gets us a fully bullish engulfing on the week.

All noise and usually always fake. Never fear the fear.

$APTV Solid buying up on yesterdays probe for those that did 🙋🏼‍♂️

Lots of patient yet very picky money needing deployed to polish of the year. Folks wanting value but tech level returns. 
Here we are🙋🏼

Word on “The Street” is too much fund money sat stagnet while market ripped away from them. For most fund managers, it’s all about that year end bonus.

I like playbook for another Oct to EOY 2023 30% ripper right around here. Most fund managers should agree.

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