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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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ITC Ltd.

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Apple Inc.

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KTOS Stock Has Been In Red For Three Weeks, But This Analyst Calls The Sell-Off 'Attractive,' Sees 155% Upside 

Equity

Kratos stock has fallen 48% this year despite strong contract wins and technology progress. 


Cathie Wood-Led Ark Invest's Biggest Q3 Winners And Losers — PLTR, NVDA, TXG Led While TSLA, RKLB Dragged

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The Zacks Analyst Blog Highlights NASA, SpaceX, Rocket Lab, ARKX, UFO and MARS

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Space ETFs may offer an attractive entry point after a sharp sector pullback, with a $686 billion space economy and four funds to consider.  


SpaceX Bundles Grok, X, And Cursor Into New Subscription Tiers

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Cathie Wood-Led Ark Invest Sells AMD, SPCX, GOOG Stocks — But Loads Up On CMPS, NTLA, CRSP And Other Healthcare Firms

The trades put some of Ark's better-known holdings on the sell side, including AMD, Alphabet, and SpaceX, while its genomics-focused ARK Genomic Revolution ETF continued to add to biotech companies.

ASTS Slides 13% On SpaceX 800 MHz Deal, But CEO Says Carriers Already Hold 1,000 MHz For Its Satellites

ASTS CEO Abel Avellan said in a post on X that American operators hold about 1,000 MHz of low- and mid-band spectrum that can be tuned onto the AST network. 

RKLB Rises Overnight: Cathie Wood’s ARK Puts Neutron ‘Close To The Falcon 9’ — Firms ‘In Dire Need’ Of Launches 

SpaceX’s Starlink and upcoming StarMind deployments could create an opening for Rocket Lab if Neutron delivers.

Cathie Wood’s ARK Invest Adds Kratos Defense, AeroVironment Stocks As Pentagon Bets On Drones To Drive Future Warfare

ARK Invest bought millions of dollars worth of Kratos and AeroVironment shares, increasing its drone investments as the Pentagon pushes ahead with autonomous warfare plans. 


ARK ETF Trust - ARK Space & Defense Innovation ETF

Bullish Sentiment

<ul class="summary-bullets"><li>Noble Capital lowered its Kratos price target to $100 from $145 but still sees 155% upside.</li><li>Citizens cut Kratos’ price target to $70 from $105, maintaining an ‘Outperform’ rating amid election and federal budget uncertainty.&nbsp;</li><li>Kratos Defense has won over $100 million in space and cyber contracts.&nbsp;</li></ul><p>Kratos Defense &amp; Security Solutions Inc. (KTOS) stock has stayed in the red for the past three weeks, but Noble Capital sees the sell-off as an attractive entry point, maintaining an ‘Outperform’ rating despite cutting its price target. Meanwhile, Citizens also lowered its price target, citing uncertainty over the defense budget.&nbsp;</p><p><a href="https://stocktwits.com/symbol/KTOS">Kratos Defense &amp; Security stock</a> edged 0.3% lower in Tuesday’s premarket.</p><h2 class="st-heading-2">Kratos’ Price Target Cuts Reflect Recent Weakness</h2><p>Noble Capital lowered its price target for Kratos to $100 from $145 but reiterated its ‘Outperform’ rating, calling the trim a reflection of Kratos’ recent decline, while the new target still suggests a 155% upside potential from the stock’s last closing price.&nbsp;</p><p>Despite lowering its estimate, Noble Capital remains positive on the defense technology company's prospects, calling the pullback an ‘attractive’ opportunity for investors seeking exposure to the company.</p><h2 class="st-heading-2">Kratos Stock Falls 48% Despite Business Momentum&nbsp;</h2><p>Kratos stock has declined 48% so far this year despite the company boosting its business momentum across its core space, cyber, and unmanned systems portfolios. Earlier this month, Kratos said it secured more than $100 million in combined contracts for space monitoring and cyber defense capabilities, strengthening its role in providing ground station software and secure satellite communications for national security programs.&nbsp;</p><figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261020_043036087_29d928adf6.png" alt="koyfin_20261020_043036087.png" width="2400" height="1240"></figure><p>The company also successfully tested its next-generation 5G satellite ground system with equipment from multiple vendors, bringing it closer to connecting 5G networks with commercial and military satellites. To support long-term hardware scaling, Kratos broke ground on new testing facilities in Indiana dedicated to the AN/SPY-1 radar and HELIOS hypersonics programs, cementing its infrastructure capacity for high-priority Navy radar and thermal-protection testing.</p><h2 class="st-heading-2">Citizens Takes A More Cautious View On Kratos&nbsp;</h2><p>Citizens analyst Trevor Walsh also slashed his price target for Kratos to $70 compared with $105 previously. He maintained an ‘Outperform’ recommendation despite the cut.</p><p>The firm pointed to uncertainty surrounding elections, federal appropriations, and the continuing resolution process as factors weighing on defense stocks. These challenges have created added pressure on companies focused on advanced military technology and autonomous systems, particularly those whose growth depends on government contracts and spending decisions.</p><h2 class="st-heading-2">KTOS Stock: Retail View&nbsp;</h2><p>On Stocktwits, retail sentiment around the stock slipped to ‘bearish’ from ‘neutral’ territory the previous day.&nbsp;</p><p>A user&nbsp;<a href="https://stocktwits.com/Pepe2050/message/666892576">called</a> the stock undervalued, given its $1.45 billion cash position and debt of less than $200 million. They added that as more facilities ramp up production, Kratos could expand beyond drones into hypersonic systems and other products.&nbsp;</p><p>Another user&nbsp;<a href="https://stocktwits.com/darioras/message/666893841">remarked</a>, “Good entry point.”</p><p>KTOS stock has crashed 54% in the past twelve months.&nbsp;</p><p>Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ual-stock-in-focus-retail-bullish-ahead-of-earnings-asks-ceo-scott-kirby-to-donate-all-his-wealth-after-inheritance-tax-comment/cZxqVzJRBuL">UAL Stock In Focus: Retail Bullish Ahead Of Earnings, Asks CEO Scott Kirby To 'Donate All His Wealth' After Inheritance Tax Comment</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In this photo illustration, a smartphone displays the logo of Kratos Defense & Security Solutions, Inc.

Kratos Defense & Security Solutions Inc. (KTOS) stock has stayed in the red for the past three weeks, but Noble Capital sees the sell-off as an attractive entry point, maintaining an ‘Outperform’ rating despite cutting its price target. Meanwhile, Citizen

KTOS Stock Has Been In Red For Three Weeks, But This Analyst Calls The Sell-Off 'Attractive,' Sees 155% Upside

ARK Space Exploration & Innovation ETF

Corgi Drones & Urban Air Mobility ETF

Kratos Defense & Security Solutions Inc

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Cut 25 bps

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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? 
 
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