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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 report dominates discussion, with traders highlighting a strong beat and rapid growth in AI computing and Starlink. Bulls welcomed the results, while skeptics focused on heavy capital spending and the companys valuation; many were also surprised by the stocks muted, volatile reaction.

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 and met revenue estimates, but softer forward guidanceespecially a reduced advertising outlook and weaker next-quarter profit forecastsparked a selloff. Traders are split between viewing the reaction as an overreaction given stronger margins and buybacks, and seeing the outlook as evidence of slowing growth and execution concerns.

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 Q1 update, with revenue and gross-margin estimates above prior guidance on AI-platform demand, is driving attention. Many traders welcomed the stronger outlook, while others questioned whether the gains would hold and cited lingering concerns about management credibility and the stocks volatility.

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 is drawing attention as traders await the 80th death event that triggers final analysis of its Phase 3 REGAL trial of GPS for AML, alongside upcoming SLS009 data. The sharp share-price rebound has fueled buyout and possible-news speculation, but others note there has been no confirmed catalyst and caution that the move may reflect trading volatility.

Intuitive Surgical, Inc. engages in the provision of robotic-assisted surgical solutions and invasive care through a comprehensive ecosystem of products and services. Its products include Da Vinci Surgical and Ion Endoluminal systems. The company was founded by Frederic H. Moll, John Gordon Freund, and Robert G. Younge in November 1995 and is headquartered in Sunnyvale, CA.

Intuitive Surgical Inc

Q3 results beat expectations, but traders focused on slowing da Vinci procedure growth, an unchanged full-year outlook, and a one-time antitrust settlement charge. Bulls view the selloff as an overreaction and point to continued adoption, while bears cite decelerating growth and the stocks premium valuation.

United Airlines Holdings, Inc. is a holding company, which engages in the provision of transportation services. It operates through the following geographical segments: Domestic, Atlantic, Pacific, and Latin America. The company was founded on December 30, 1968 and is headquartered in Chicago, IL.

United Airlines Holdings Inc

Uniteds Q3 results and softer-than-expected Q4 outlook are driving discussion, with traders focused on rising fuel costs and pressure on airline margins. Some see resilient demand and revenue growth as positives, while others view the earnings shortfall and fuel burden as reasons for caution.

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 Q3 earnings report is the main focus, with traders watching margins and updates on robotaxis and Optimus alongside the financial results. The recent rebound has drawn bullish calls and short-squeeze talk, while others view the run-up as a possible sell-the-news setup; SpaceX merger speculation is also circulating but remains unconfirmed.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

IWMs advance is being discussed as a small-cap rebound and possible rotation out of tech, alongside a broader market rally tied to unconfirmed reports of a possible U.S.Iran deal and lower oil prices. Traders disagree on whether the move reflects sustained buying or a rumor-driven, FOMO-fueled bounce.

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

Reports that Sea is considering a public listing for its Monee financial-services arm and launching an AI cloud business have coincided with a sharp selloff. Traders are debating whether the moves could unlock value or create uncertainty for Seas remaining businesses, while many point to the stocks deteriorating chart and others view the decline as an overreaction.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

The FAAs certification of Boeings 737 MAX 10 is the dominant topic, with traders debating whether the milestone can support a recovery. Many are frustrated that the shares showed little response or fell, arguing that certification alone does not resolve production and delivery constraints or uncertainty about cash flow; others view it as an important step toward converting the order backlog into deliveries.

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Bharat Forges Q1 results and subsequent QIP fundraising are in focus, with traders citing the swing to a net loss and concerns about near-term profitability alongside the capital raise. The discussion is cautious on the sharp share-price correction, though some traders are watching technical support for signs of stabilization.

Bharat Forge to acquire 30% stake in Fortuna Engineering under strategic partnership

Fortuna Engineering Private Limited is a leading manufacturer of precision-machined engine components for automotive and industrial applications in India

Watch DRDO’s news amphibious combat platforms built for land and water warfare

India’s Defence Research and Development Organisation (DRDO) has unveiled two amphibious armoured combat platforms in tracked and wheeled variants. Both systems feature a 30 mm crewless turret, machine gun and anti-tank missiles, and can operate across land and water using hydro jets. Developed with Tata Advanced Systems and Bharat Forge, the platforms reflect a push for battlefield mobility and indigenisation.

Brief Equities Bottom-Up: Primer: Amneal Pharmaceuticals Inc (AMRX US) - Apr 2026 and more

In this briefing: Primer: Amneal Pharmaceuticals Inc (AMRX US) - Apr 2026 Korea Small Cap Gem #60: Kona I Co India Loses Patients: The Geopolitical Stress Test for India's Medical Tourism Sector Primer: Manila Water Co (MWC PM) - Apr 2026 Bharat Forge: A Proxy to the CV Cycle, Built for the Long Game 1. Primer: Amneal Pharmaceuticals Inc (AMRX US) - Apr 2026 Amneal is a diversified pharmaceutical company showing a strong operational turnaround, with a strategic shift towards higher-margin complex products such as specialty pharmaceuticals, injectables, and biosimilars. Financial performance has markedly improved, with the company returning to profitability in 2025, driven by robust revenue growth across its Affordable Medicines, Specialty, and AvKARE segments and a focus on deleveraging. Key risks include intense competition in the generic drug market, significant pricing pressure from consolidated buyers, regulatory hurdles, and the upcoming loss of exclusivity for its key specialty drug, Rytary.

Brief India: Indian Organised Jewellery Sector: Analysing the Q4FY26 Business Updates and What Lies Next? and more

In this briefing: Indian Organised Jewellery Sector: Analysing the Q4FY26 Business Updates and What Lies Next? Exencial Industry Tidings - 10-04-2026 India Loses Patients: The Geopolitical Stress Test for India's Medical Tourism Sector Bharat Forge: A Proxy to the CV Cycle, Built for the Long Game Primer: ICICI Bank Ltd (ICICIBC IN) - Apr 2026 1. Indian Organised Jewellery Sector: Analysing the Q4FY26 Business Updates and What Lies Next? India's listed jewellers posted Q4 FY26 revenue growth of 46–102% YoY, beating expectations across Titan, Kalyan, P N Gadgil, and Senco. Buyer volumes returned at Titan after three flat quarters , studded outperformed plain gold across every player, confirming demand beyond price inflation. Akshaya Tritiya advance bookings look strong, may full results will confirm whether revenue beats translated into margin delivery across names. 2. Exencial Industry Tidings - 10-04-2026 NRI demand for term insurance surges by 35% m-o-m amid West Asia tensions Full impact of West Asia conflict to be assessed once situation normalises: Kannur airport Project completions in processed foods industry rise to Rs.12.9 billion in March 2026 quarter 3.

Brief Equities Bottom-Up: Korea Small Cap Gem #60: Kona I Co and more

In this briefing: Korea Small Cap Gem #60: Kona I Co India Loses Patients: The Geopolitical Stress Test for India's Medical Tourism Sector Primer: Manila Water Co (MWC PM) - Apr 2026 Bharat Forge: A Proxy to the CV Cycle, Built for the Long Game Primer: Viva Biotech Holdings (1873 HK) - Apr 2026 1. Korea Small Cap Gem #60: Kona I Co Kona I is a Korean fintech platform and digital payment infrastructure provider that has been experiencing excellent growth in sales and profits. It generated sales of 309.2 billion won (up 30.8% YoY) and operating profit of 88.9 billion won (up 166% YoY) in 2025. Valuations are attractive. I would argue that positives of the company's core business should have a bigger impact on the company than some lingering concerns about its investment in the Hanok Heritage hotel. 2. India Loses Patients: The Geopolitical Stress Test for India's Medical Tourism Sector India's medical tourism sector faces a simultaneous shock: a 50–75% crash in West Asian patient volumes due to the Iran-Israel-US conflict.

Rare Earth Boom Ahead? These Indian Mining Stocks May Gain From U.S.-China Trade Clash

Equity

An analyst sees a silver lining for India as rare earth tensions escalate between the U.S. and China.


Trump’s 25% Truck Tariff May Spare Indian OEMs, But Component Makers Remain Cautious

Companies like Samvardhana Motherson, Sona BLW, Bharat Forge, and Suprajit Engineering supply critical components to truck exporters in the US

Bharat Forge Edges Toward Breakout: SEBI Analyst Flags ₹1,400 Upside If Key Levels Hold

The stock’s steady climb from recent lows, backed by bullish technical signals such as higher highs, RSI strength, and a looming MACD crossover, has traders closely watching for confirmation of a breakout.

Trading Radar For September 12: Infosys, Lodha, Bharat Forge, Railtel, NBCC Stocks Are On Investors’ Watchlist

Investors will keep a close watch on the outcome of a key SEBI meeting and CPI inflation data for August

Trading Radar For September 5: Biocon, Zydus, Bharat Forge, NTPC Stocks On Investors’ Watchlist

SpiceJet is expected to report its Q1 earnings today

Bharat Forge Ltd. engages in the manufacture, assemble, and sale of forged and machined components. It operates through the following segments: Forgings, Defence, and Others. The Forgings segment includes forgings and machined components for automotive and industrial sectors. The Defence segment produces and sells products which have an application in defence related activities. The Others segment relates to other than forging and defence related activities. The company was founded by Nilkanthrao Kalyani on June 19, 1961 and is headquartered in Pune, India.

Bharat Forge Ltd.

Bearish Sentiment

The rare earth crisis had sparked a global sell-off across markets after US President Donald Trump imposed an additional 100% tariff on Chinese imports, effective November 1. This came after China tightened rare earth export restrictions last week, citing national security.&nbsp;Rare earths are crucial elements used in electric vehicles (EVs), wind turbines, and defense electronics. China dominates the global rare earth market, controlling approximately 70% of mining, 90% of separation and processing, and nearly all magnet production.&nbsp;These recent moves pose significant challenges for India. Under the latest rules, Indian importers must now provide end-user certificates and official assurances that rare earth magnets and related materials will not be diverted to the U.S. or used for defense purposes.&nbsp;Reports suggest that India has moved to establish a National Critical Mineral Stockpile and looks to secure a minimum of two months’ worth of rare earth supply. It has encouraged companies to diversify sources and is focusing on rare earth mining reforms to reduce reliance on China.How Could India Benefit?SEBI-registered analyst&nbsp;<a href="https://stocktwits.com/PCRAnalyst">Pradeep Carpenter</a> highlighted that this rare earth trade escalation will likely disrupt global supply, increase raw material prices, and force companies to look for alternative sources, including India.&nbsp;Carpenter added that India holds 6% of global rare earth reserves and has already announced a ₹7,300 crore mission to develop domestic rare earth mining and magnet manufacturing capacity. He believes that with trade tensions rising between US and China, global buyers could start turning to India for diversification.&nbsp;Rare Earth Beneficiaries<a href="https://stocktwits.com/symbol/GMDCLTD.NSE">GMDC</a>,&nbsp;<a href="https://stocktwits.com/symbol/MOIL.NSE">MOIL</a>, Hindustan Copper, and IMFA are likely beneficiaries of India’s push into critical minerals. Additionally, Bharat Forge &amp; other engineering firms may gain from domestic magnet and defense manufacturing opportunities.&nbsp;Carpenter also noted that IREL (India), an unlisted state-owned player, is driving India’s rare earth processing efforts.<stembedurl>https://stocktwits.com/PCRAnalyst/message/631975880</stembedurl>He concluded that while the tariff and rare earth war could create some market volatility in the short term, it opens a window of opportunity for India in the medium term to become a global alternative in critical minerals, with mining and engineering PSUs being the dark horses of this trend.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Drag-line excavator mines rare earth materials. (Photo by Kostiantyn Liberov/Libkos/Getty Images)

An analyst sees a silver lining for India as rare earth tensions escalate between the U.S. and China.

Current Price	1,798.60
Prev Close	1,835.00
Open	1,835.00
Dividend Yield	0.51%
50-Day Moving Average	1,967.16
Beta	0.01
Avg. Volume	969,565.19
PE Ratio	121.76

52-Week High	2,295.00
52-Week Low	1,235.10
Market Capitalization	875.4B
EPS (Annual)	22.58
Price to Book	8.98
Revenue Per Employee	15.71M

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