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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, first reported profit, and sharp growth in its AI-compute business are driving attention, with traders also reacting to ambitious forward revenue and spending commentary. Many are bullish and anticipate short covering, while others question the valuation, heavy capital expenditure, and whether the AI growth can justify expectations.

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, which raised its revenue outlook substantially and projected improved gross margins on stronger AI-platform demand, is driving attention. Many traders welcomed the update and speculated about short covering, while others questioned whether the gains would hold given the companys history and ongoing concerns about execution and profitability.

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 beat earnings expectations, but softer fourth-quarter guidance and slowing revenue growth drove a sharp selloff, with traders also concerned about weaker advertising growth and execution. Bears see evidence of fading growth amid streaming competition, while bulls argue the profitable quarter makes the decline an overreaction.

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 and Musks confirmation that Tesla and SpaceX have formed committees to explore a possible merger are driving attention. Traders debate whether merger prospects could support the stock or remain speculative, while others focus on earnings expectations and Teslas profitability; no deal has been agreed.

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 volatile trading across AI infrastructure and neocloud stocks, with financing and debt concernsespecially spillover from CoreWeavedriving bearish debate. Bulls counter that AI compute demand remains strong and Nebius is better positioned than some peers, while traders watch broader tech spending and earnings for direction.

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 steep pullback and volatile rebounds ahead of earnings are driving discussion, alongside JPMorgans move to Neutral and reports of potential foundry customers. Traders are split between optimism about a foundry turnaround and skepticism over execution, valuation and the dilutive effect of Intels large share offering.

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 continued underperformance versus other neocloud and data-center stocks dominate discussion, alongside broader worries about how AI-cloud providers will finance expansion. Co-CEO Daniel Roberts claim that IRENs data centers were built with cash and carry no asset-level debt reassured some traders, while others remain concerned about the stocks weakness and whether any rebound can hold.

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 Chinese tech firms for Nvidias export-compliant GPUs are fueling discussion of strong demand despite U.S. restrictions; traders also note Nvidia may be able to fulfill only a small share of the orders. The community is divided as the stocks muted reaction and recent weakness keep concerns about AI spending, financing risks, and the sustainability of the rally in focus.

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 rallied as traders focused on the Phase 3 REGAL AML trial nearing its 80-event threshold, which triggers final analysis; the last disclosed count was 78. Bulls see the approaching milestone and the CEOs upbeat anniversary comments as reasons for optimism and speculate about a buyout, while skeptics note that no new results or deal have been confirmed and attribute the move to volatile trading.

SK hynix, Inc. engages in the design, manufacture, and sale of semiconductor products. Its products include dynamic random access memory, not-AND flash memory, and multi-chip package. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is drawing attention amid a sharp, volatile selloff in Korean and memory-chip stocks, which traders attribute to foreign outflows, leveraged selling, and concerns about Chinese competition and the durability of AI-driven memory demand. The community is split between bearish calls for further declines and dip buyers who argue that strong memory demand and low valuations support a recovery.

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Bunge World Food Day Volunteer Program Supports Food Security Around the World

Bunge Global SA (NYSE: BG), a premier agribusiness solutions company connecting farmers to consumers, today announced its annual World Food Day Global Volunteer Program, marking five years of community impact and collaboration. Throughout October, Bunge volunteers will join approximately 112 local...

Bunge Schedules Third Quarter 2026 Earnings Release and Conference Call

Bunge Global SA (NYSE: BG) will announce its results for the quarter ended Sept. 30, 2026, on Thursday, Oct. 29, 2026, prior to the market opening. Company management will also host a conference call at 7 a.m. Central Time to discuss the results. A slide presentation to accompany the discussion...

Comfort Systems USA Takes Over #15 Spot From Bunge Global

In a study of analyst recommendations at the major brokerages, for the underlying components of the S&P 500, Comfort Systems USA Inc (Symbol: FIX) has taken over the #15 spot from Bunge Global SA (Symbol: BG), according to ETF Channel. Below is a chart of Comfort Systems US...

Tariff Cuts Are The ‘Single Most Possible Deliverable’ From Trump-Xi Talks, Says Jefferies: AI Chips, Rare Earths Relief Unlikely

Equity

The meeting is Chinese President Xi Jinping's first Washington visit in a decade and caps a week of preparatory talks. 

Bunge Lifts 2026 EPS Outlook as Oilseed Momentum Offsets Grain Risks

BG raises 2026 EPS guidance as stronger soybean and softseed processing offsets a lower Grain Merchandising and Milling outlook.

Is Bunge Worth Buying as Oilseed Strength Meets Integration Risks?

BG's oilseed gains and Viterra synergies support growth, but weak cash conversion, grain volatility and valuation raise execution risks.

Bunge Announces the Sale of its Two Sugarcane Mills in Brazil

Bunge Global SA (NYSE: BG) announced today an agreement to sell its two sugarcane mills located in the municipalities of Junqueirpolis and Guararapes, in the state of So Paulo, Brazil, to COFCO International. The Rio Vermelho and Nova Unialco mills were formerly owned by Viterra and became part of...

Zacks Industry Outlook Highlights Bunge Global and GrowGeneration

Bunge and GrowGeneration stand out as agriculture stocks benefiting from resilient demand, growth initiatives and improving efficiency.

Is BUNGE GLOBAL SA (BG) Stock Outpacing Its Basic Materials Peers This Year?

Here is how Bunge Global (BG) and Carpenter Technology (CRS) have performed compared to their sector so far this year.

Barclays Warns Next Commodity Shock Is Taking Shape: What You Need To Know

Barclays Warns Next Commodity Shock Is Taking Shape: What You Need To Know

 Wall Street coverage of a record-breaking Super El Ni?o is only growing as agricultural commodities break out. Yet the rally extends well beyond the agricultural complex, with industrial metals and other...

Bunge Global SA engages in agribusiness including food and ingredients. It operates through the following segments: Agribusiness, Refined & Specialty Oils, Milling, Sugar & Bioenergy, and Corporate & Other. The Agribusiness segment is an integrated, global business principally involved in the purchase, storage, transportation, processing and sale of agricultural commodities and commodity products. The Refined & Specialty Oils segment includes businesses that sell vegetable oils and fats, including cooking oils, shortenings, specialty ingredients, and renewable diesel feedstocks. The Milling segment refers to the businesses that sell wheat flours, bakery mixes, and corn-based products. The Sugar & Bioenergy segment consists of results from the company’s previously owned 50% ownership interest in BP Bunge Bioenergia. The Corporate & Other segment focuses on the salaries and overhead for corporate functions that are not allocated to individual reporting segments because the operating performance of such reporting segments is evaluated. It connects farmers to consumers to deliver essential and sustainable food, feed and fuel. The company was founded on February 14, 2023 and is headquartered in Chesterfield, MO.

Bunge Global SA

Neutral Sentiment

<ul class="summary-bullets"><li>Jefferies called the proposed Board of Trade the “single most possible deliverable,” potentially opening the door to broader tariff reductions.</li><li>The firm added that Boeing and medical-device makers could benefit from renewed trade commitments.</li><li>It said agricultural and U.S. energy exporters could also see support.</li></ul>President Donald Trump and Chinese President Xi Jinping are set to meet Thursday, but Jefferies analysts said investors should not expect the talks to resolve two major market overhangs – AI chip export controls and rare-earth supplies.In a note to investors cited by Barrons, Jefferies said the “single most possible deliverable” from Thursday’s talks is the Trump administration’s plan for a Board of Trade to oversee reduced tariffs across a range of goods.The framework would extend the tariff-cutting approach the two countries have used since their meeting in Busan last October, when Trump reduced tariffs on Chinese imports to 47% from 57% in exchange for eased rare-earth restrictions and resumed soybean purchases.The meeting, Xi's first Washington visit in a decade, caps a week of preparatory talks between Treasury Secretary Scott Bessent, U.S. Trade Representative Jamieson Greer, and their Chinese counterparts covering trade, AI, and critical minerals.&nbsp;<h2 class="st-heading-2">Who Could Benefit From Trump-Xi Meeting?</h2>Jefferies flagged Boeing (BA) and medical-device makers as potential beneficiaries, pointing to recent comments from Greer as encouraging.&nbsp;<a href="https://stocktwits.com/symbol/BA">BA stock</a> edged 0.25% higher in pre-market trade on Wednesday. On Stocktwits, retail sentiment around the airplane manufacturer trended in ‘bullish’ territory over the past day.China had previously pledged to buy more than 200 Boeing aircraft and increase U.S. agricultural purchases by $17 billion annually under the May framework. Agricultural companies tied to soybean exports, including Archer-Daniels-Midland (ADM) and Bunge (BG), along with U.S. energy exporters, could also benefit if those commitments are reaffirmed.<a href="https://stocktwits.com/symbol/ADM">ADM stock</a> and&nbsp;<a href="https://stocktwits.com/symbol/BG">BG stock</a> edged around 0.20% higher in pre-market trade, while retail sentiment around both of them trended in ‘neutral’ territory over the past day.<h2 class="st-heading-2">AI Chips And Rare Earths Remain Off The Table</h2>Jefferies does not expect Thursday’s meeting to produce meaningful movement on semiconductors or rare earths, which remain closely tied to national-security concerns in both countries.That leaves chipmakers with significant China exposure, including Nvidia (NVDA), AMD (AMD) and Qualcomm (QCOM), without an expected catalyst from the talks. Rare-earth producer MP Materials (MP) is similarly outside Jefferies’ expected list of beneficiaries.<a href="https://stocktwits.com/symbol/NVDA">NVDA stock</a> traded flat in pre-market trade, while&nbsp;<a href="https://stocktwits.com/symbol/QCOM">QCOM</a> and&nbsp;<a href="https://stocktwits.com/symbol/AMD">AMD shares</a> edged 0.40% lower.&nbsp;<a href="https://stocktwits.com/symbol/MP">MP stock</a> edged around 0.12% higher.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-un-speech-us-president-signals-potential-iran-deal-after-midterms/cZMPrnJRBey">Trump UN Speech: US President Signals Potential Iran Deal After Midterms, But Also Urges Nations For Tehran’s Complete Economic Isolation</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Chinese President Xi Jinping and U.S. President Donald Trump attend a welcoming ceremony

The meeting is Chinese President Xi Jinping's first Washington visit in a decade and caps a week of preparatory talks.

Trump-Xi Talks May Bring Tariff Cuts, But AI Chips And Rare Earths Stay Off Table, Says Jefferies

Advanced Micro Devices Inc

Boeing Co

Bunge Ltd.

MP Materials Corporation

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.

Current Price	$103.00
Prev Close	$103.11
Open	$103.66
Dividend Yield	3.14%
50-Day Moving Average	$112.89
Beta	0.26
Avg. Volume	1.95M
PE Ratio	19.99

52-Week High	$134.87
52-Week Low	$88.24
Market Capitalization	$19.81B
EPS (Annual)	$4.92
Price to Book	1.24
Revenue Per Employee	$2.07M

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