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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 earnings report is the dominant focus, with traders debating whether guidance, subscriber engagement and ad growth can offset concerns about slowing growth and the content slate. Sentiment leans bearish amid the stocks decline and traders claims of repeated post-earnings selloffs, though some see low expectations as room for a rebound.

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

A sharp rebound and heavy buying have fueled attention as traders anticipate the 80th-event trigger and final-analysis results for SELLASs Phase 3 REGAL trial of GPS. Some also read the CEOs anniversary remarks and planned ASH presence as possible buyout signals, but others stress there is no confirmed deal or trial result and that the price move may be trading activity.

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 and forward guidance are the dominant focus, particularly whether AI and data-center revenue can justify heavy capital spending. Traders are split between expecting a profitable report and rally and worrying about debt, spending, valuation, and an upcoming share unlock.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabets reported Willow quantum-computing advanceusing magic state cultivation to cut errors roughly 40-foldhas sparked interest, though traders question whether it will matter to the stock near term as the share price remains weak. Conversation also centers on the upcoming earnings report and whether the recent pullback is a buying opportunity or reflects broader tech and AI-spending concerns.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980 and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

SRPTs rise is being linked by traders both to strength across biotech and to the reported Silence Therapeutics acquisition, which some see as a sign of pharma interest in siRNA therapies relevant to Sareptas pipeline. Others view the move as a sector-driven bounce or short covering, and say upcoming DM1 and FSHD datanot a confirmed Sarepta-specific announcementwill be key.

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 potential Monee fintech listing and launch of its Sea Cloud AI venture are fueling debate as shares sell off: some traders see a possible Monee separation and cloud investment as sources of uncertainty, while others argue the moves could unlock value and expand growth. The decline has intensified bearish technical commentary and speculation about insider selling, alongside bullish claims that the reaction is an overreaction.

Alphabet Inc - Ordinary Shares - Class C

Alphabets upcoming earnings are the main focus, with traders watching Google Cloud and Gemini for signs of growth. The discussion is divided between optimism about AI and cloud momentum and concern that heavy AI spending, alongside recent share-price weakness, could weigh on returns.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Moderna is drawing attention as traders position around the detailed Phase 3 results for its personalized melanoma cancer vaccine with Merck at ESMO, following a positive topline readout. Bulls see the data as validation of its oncology platform, while skeptics warn that the sharp rally may have priced in strong results and could reverse on a sell-the-news reaction.

General Motors Co. engages in the designing, manufacturing, and selling of trucks, crossovers, cars, and automobile parts, and in providing software-enabled services and subscriptions. It operates through the following segments: GMNA, GMI, Cruise, and GM Financial. The company was founded by William C. Durant on September 16, 1908 and is headquartered in Detroit, MI.

General Motors Company

GM shares are falling despite a third-quarter earnings and revenue beat and a new buyback authorization, as investors focus on a narrowed full-year profit outlook with its midpoint unchanged rather than an upgrade. Traders are split between viewing the selloff as overdone given stronger cash-flow guidance and capital returns, and seeing the outlook and softer vehicle sales as reasons for caution.

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 is drawing attention amid broader funding and return concerns for AI-focused neoclouds, with traders also questioning the companys execution, dilution and delayed Horizon capacity. Co-CEO Daniel Roberts comments that data-center construction has been cash-funded and customer prepayments help finance GPUs are cited by bulls, but have not eased the bearish debate or frustration that IREN is lagging peers.

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KKR Cashes Out of Railcar Business in $2.9 Billion Deal With Ares

KKR has agreed to sell Infinity Transportation, a major railcar lessor, to Ares Management Corporation in a $2.9 billion transaction.read more...

KKR to Sell Infinity Transportation to Ares for $2.9 Billion

KKR & Co. Inc. (NYSE: KKR) and Ares Management Corporation (NYSE: ARES) (Ares) today announced a definitive agreement under which KKR will sell Infinity Transportation (Infinity or the Company), a scaled, full-service railcar and intermodal equipment lessor, to Ares Infrastructure Equity and Ares...

Here's How Much You Would Have Made Owning Ares Management Stock In The Last 10 Years

Ares Management (NYSE:ARES) has outperformed the market over the past 10 years by 6.94% on an annualized basis producing an average annual return of 20.61%. Currently, Ares Management has a market capitalization ofread more...

Middle River Power Acquires Panoche Energy Center from Ares

Middle River Power Acquires Panoche Energy Center from Ares Middle River Power Acquires Panoche Energy Center from AresPR NewswireCHICAGO, Oct. 6, 2026Addition strengthens MRP's flexible capacity portfolio as demand for dispatchable resources accelerates across the Western InterconnectionCHICAGO...

Ares Management Corporation Updates the Time of Its Earnings Conference Call for the Third Quarter Ending September 30, 2026

Ares Management Corporation Updates the Time of Its Earnings Conference Call for the Third Quarter Ending September 30, 2026 Ares Management Corporation Updates the Time of Its Earnings Conference Call for the Third Quarter Ending September 30, 2026PR NewswireNEW YORK, Oct. 2, 2026NEW YORK, Oct. 2...

Awayday Announces Strategic Investment from Warburg Pincus

Awayday Announces Strategic Investment from Warburg Pincus Awayday Announces Strategic Investment from Warburg PincusPR NewswireDESTIN, Fla., Oct. 2, 2026Investment reinforces Awayday's locally-run, field-first model and supports its commitment to delivering value to key stakeholdersDESTIN, Fla...

Can Lazard's Asset Management Growth Power Its 2030 Revenue Goal?

LAZ's AUM reaches $285 billion as net inflows and strategic investments drive asset management growth. Can this help double revenue by 2030?

ARES CAPITAL CORPORATION SCHEDULES EARNINGS RELEASE FOR THE THIRD QUARTER ENDED SEPTEMBER 30, 2026

ARES CAPITAL CORPORATION SCHEDULES EARNINGS RELEASE FOR THE THIRD QUARTER ENDED SEPTEMBER 30, 2026 ARES CAPITAL CORPORATION SCHEDULES EARNINGS RELEASE FOR THE THIRD QUARTER ENDED SEPTEMBER 30, 2026PR NewswireNEW YORK, Oct. 2, 2026NEW YORK, Oct. 2, 2026 /PRNewswire/ -- Ares Capital Corporation...

Ares Raises $4.2 Billion for Inaugural Global Structured Solutions Strategy

Ares Management Corporation (NYSE: ARES) (Ares), a leading global alternative investment manager, announced today that it has raised approximately $4.2 billion of capital for its inaugural Ares Global Structured Solutions Fund (AGSS or the Fund) and affiliated vehicles. The Fund significantly...

Ares Provides $2 Billion Debt Facility to Phoenix Tower International

Ares Management Corporation (NYSE: ARES), a leading global alternative investment manager, announced today that certain of its funds (Ares) provided $2.0 billion of a $6.5 billion multi-jurisdiction financing for Phoenix Tower International (PTI), a leading global owner and operator of telecom...

Ares Management Corp. engages in the provision of investment and consultancy services. It operates through the following segments: Credit Group, Private Equity Group, Real Assets Group, Secondaries Group, and Other. The Credit Group segment includes the management of strategies across the liquid and illiquid spectrum, direct lending, and Asia-Pacific. The Private Equity Group segment involves the categorization of investment strategies as corporate, special opportunities, and Asia-Pacific. The Real Assets Group segment focuses on equity and debt strategies across infrastructure investments. The Secondaries Group segment consists of investment in secondary markets, alternative asset class strategies, private equity, real estate, infrastructure, and credit. The company was founded by Michael J. Arougheti, David B. Kaplan, John H. Kissick, Antony P. Ressler, and Bennett Rosenthal in 1997 and is headquartered in Los Angeles, CA.

Ares Management Corp - Ordinary Shares - Class A

‘Big Short’ Michael Burry Drops ‘Can’t-Wait Info’ On $573B AI Financing Web: What Happens If Spending Stops? 

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<ul class="summary-bullets"><li>Ares mapped about $573 billion across 26 disclosed financings over the past 12 months.</li><li>The deals link major AI companies through debt, leases, chip supply, customer contracts and guarantees.</li><li>Ares warned that the connected deals depend on sustained AI spending and could come under pressure if revenue disappoints.</li></ul>"The Big Short"&nbsp;investor Michael Burry warned&nbsp;late Sunday that a slowdown in AI spending could pressure an interconnected financing network, after reviewing an Ares Management analysis of $573 billion in deals tied to the industry's biggest players.&nbsp;<h2 class="st-heading-2">The $573B Bet On AI Spending</h2>Burry had been preparing the next installment of his “Heretic’s Guide to AI’s Stars” series, focused on how the buildout is financed. Then he read Ares’ Fall 2026 alternative credit newsletter and published an unscheduled “Short Thoughts” post. He called the findings “need to know now” information and “can't-wait info.” He also called the report “mainstream Wall Street coming around to my view.”Ares’ matrix covers about $573 billion across 26 disclosed financings over the past 12 months, spanning corporate bonds, data center construction loans, leases, GPU-backed borrowing and financial guarantees.&nbsp;The financing ties together some of AI’s biggest names, including <a class="mention" data-mention="$META" data-symbol-id="META" href="https://stocktwits.com/symbol/META" target="_blank">Meta</a>, Oracle, Microsoft, Amazon, Google, Nvidia, OpenAI and Anthropic. Across the deals, they appear in different roles, including borrowers, customers, chip suppliers, tenants or guarantors, meaning that a change in one company’s spending could affect others connected to it.Burry drew attention to Ares’ warning that “every transaction, obligation, backstop, guarantee and deal” in the financing web assumes sustained AI spending. Ares said that if revenue disappoints and a few boards redirect capital, the pressure could spread through connected deals, triggering guarantees “precisely when the guarantors are at their weakest.”&nbsp;Ares compared the potential chain reaction to the vendor financing that amplified the telecom downturn of 2000.&nbsp;<h2 class="st-heading-2">Insurers Enter Burry's Crosshairs</h2>The next question is who holds the debt. Burry put the combined float of U.S. and Bermuda insurers at a little more than $10 trillion and said he has been gathering insurance data for months. He plans to bring the research into Part VI of his series. Ares, using a different measure, cited $9 trillion in U.S. insurers’ invested assets.Ares said insurance balance sheets are a major source of capital for the digital infrastructure buildout. In its report, the firm pointed to <a class="mention" data-mention="$META" data-symbol-id="META" href="https://stocktwits.com/symbol/META" target="_blank">Meta</a> and BlackRock’s $14 billion El Paso data center site, saying fire coverage was capped at $450 million, or 3% of the project’s value. Ares contrasted the limited property coverage with insurers’ willingness to hold investment-grade debt related to such projects.&nbsp;Ares said digital infrastructure accounted for 42% of investment-grade private placements year to date, while at least 24 data center securitizations were issued over the past 12 months.&nbsp;<h2 class="st-heading-2">Burry Says Chip Depreciation Is ‘Very, Very Real’</h2>Burry also turned to the chips behind some AI loans. He pointed to an Ares chart depicting a 51% decline in the Nvidia H100’s residual value over three years. Rapid changes in chip value can complicate loans backed by the hardware.This is why lenders demand residual-value guarantees, Burry argued. Manufacturers and cloud providers offer backstops “not because they want to. Because they have to,” he said, calling chip depreciation “very, very real.” Such guarantees can protect lenders against a shortfall in an asset’s future value, depending on the deal's terms.Burry said he expects to publish Part VI, covering the financing web and his insurance research, in a few weeks. Part VII will examine neo-cloud providers including CoreWeave and Nebius. He ended his post with a warning: “Bubbles are indeed painfully obvious. Painfully.”For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/stocktwits-pharma-pulse-lilly-novo-lead-busy-week-stocks-readouts-to-watch/cZMSib7RBfS">Stocktwits Pharma Pulse: Lilly, Novo Lead A Busy Week — Here Are The Stocks And Readouts To Watch&nbsp;</a>

 Michael Burry attends "The Big Short" New York screening Ziegfeld Theater on November 23, 2015 in New York City. 

Michael Burry called Ares Management’s analysis of AI financing “need-to-know-now” information.

Michael Burry Fires Another AI Warning: Why A $573B Financing Web Has Him Watching Insurers

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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	$116.29
Prev Close	$113.00
Open	$113.79
Dividend Yield	2.77%
50-Day Moving Average	$129.52
Beta	1.63
Avg. Volume	2.23M
PE Ratio	51.53

52-Week High	$181.19
52-Week Low	$95.80
Market Capitalization	$37.32B
EPS (Annual)	$1.76
Price to Book	10.24
Revenue Per Employee	$1.46M

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