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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.

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

Reports of large Chinese orders for Nvidias export-compliant RTX PRO 5500 GPUs are fueling discussion, with traders pointing to strong demand but noting supply constraints and uncertainty over how much Nvidia can deliver. The stocks muted response has frustrated bulls, while others remain cautious amid broader concerns about AI spending, financing risks and recent weakness in chip stocks.

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.

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.

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.

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 being swept up in a sharp selloff across AI infrastructure and neocloud stocks, as traders worry that heavy data-center spending, debt and financing costs may outpace returns; CoreWeaves debt concerns and Gartners warning about neocloud consolidation add to the pressure. Bulls argue Nebius has stronger finances and can benefit from sustained demand for AI compute, while bears question whether the buildout can be funded profitably; traders are also watching upcoming earnings and hyperscaler capex commentary.

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Circle CEO Seeks ‘The Happy Middle’ For USDC As BIS Finds Deposit Rates Weigh More On USDC Than Tether 

Cryptocurrency

Higher Fed rates also push banks to provide better deposit rates, which may slow adoption of stablecoins as users weigh their options.


Judge Rejects Gemini, CFTC Bid To Overturn $5M Settlement In Bitcoin Futures Case

Equity

 The CFTC sued Gemini in 2022, and the exchange agreed to pay the $5 million penalty in January 2025 after more than three years of litigation. 

Coinbase Warns Bitcoin Faces Quantum Threat, Flags Satoshi-Era Coins As A Separate Challenge

Coinbase called for a separate plan for immovable coins, including lost wallets and Satoshi-era holdings, with options ranging from freezes to spending limits.

American Bitcoin's Mining Economics Could Be Its Edge – This Analyst Sees A Potential 185% Upside

H.C. Wainwright gave ABTC a $22 price target, implying a 185% upside.


Goldman Says The Crypto Recovery Has Started – Just Not For These Two Stocks

Goldman Sachs said crypto revenue estimates were inflecting higher for the first time since Q4 of 2025.

Wall Street Split On Coinbase: Barclays Sees 20% Downside, Goldman Thinks COIN Stock Has Room To Run

Goldman mentioned tight cost control, the SEC's tokenized stock exemption, and a favorable entry point.

BMNR Stock Forms Golden Cross For First Time Since Bitmine’s Ethereum Pivot Rally 

The last time the 50-day line crossed above the 200-day was more than a year ago, when the company pivoted to buying Ethereum. 


CRCL Stock Slides Despite Analysts’ Bullish Tazapay Outlook — Deal Seen Doubling Payments Volume

Circle said the deal builds on an existing relationship with Tazapay and could help expand USDC adoption across global payment rails.

CLSK Stock In Focus After CleanSpark Signs $6.6B AI Data Center Lease In First HPC Deal Ahead Of Earnings Report

CleanSpark mined 586 BTC in July and ended the month with 13,931 BTC in inventory and a 50 EH/s operational hashrate

Top-Performing ETF Areas of Last Week 

Oil, gold and crypto ETFs outperformed last week as Middle East tensions lifted commodities despite a broad tech-led market selloff.

Global X Funds - Global X Blockchain ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Circle CEO Jeremy Allaire said Arc’s validators were “known” and “not anonymous.”&nbsp;</li><li>A BIS paper found that higher deposit rates weighed more on USDC’s growth than on Tether’s USDT.&nbsp;</li><li>The paper found that banks passed on more of the Fed’s moves to depositors once rates topped about 3%.&nbsp;</li></ul>Circle (CRCL) CEO Jeremy Allaire said the company was trying to find "the happy middle" for USDC between open crypto networks and bank standards, while a Bank for International Settlements (BIS) study found that higher deposit rates weighed more on USDC's growth than on Tether's USDT.In a Saturday&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=i3TBOld3r3c">discussion</a> with Chris Dixon, founder of a16z crypto, Allaire explained that anyone could build on Arc blockchain and deploy software on it. He said that the difference was who runs it. “The actual operators of the validation infrastructure are known. They’re not anonymous,” Allaire said.<h2 class="st-heading-2">Circle Wants Decentralization, But Not Without Rules</h2>Those operators were chosen based on the operating and legal commitments they made. Allaire said the world’s financial institutions would want those commitments before they relied on the network. “It is not fully decentralized,” he said. “We’re trying to find the happy middle.” Circle launched the&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/circle-launches-arc-with-black-rock-and-visa-a-day-after-the-senate-blocked-clarity-act/cZtYnaBRBPi">Arc mainnet</a> in September.&nbsp;According to Allaire, “USDC is [not] centralized. It’s a centralized issuer,” meaning it isn’t decentralized like Bitcoin (BTC). However, the stablecoin does run on the principles of decentralization. For instance, USDC can be transferred across supported blockchains without having to pass through Circle’s own payment system every time.Allaire said that to plug into the real-world financial system, it had to be built that way. “I want the main finance system running on this.”&nbsp;<a href="https://stocktwits.com/symbol/CRCL">Circle stock</a> fell over 5% on Friday. On Stocktwits, retail sentiment around CRCL remained in the ‘bearish’ zone, while chatter stayed at ‘low’ levels over the past day.<h2 class="st-heading-2">Higher Bank Rates Pose a Bigger Threat To USDC Than USDT, BIS Study Finds</h2>Allaire’s comments came just days after a Bank for International Settlements&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bis.org/publications/working-paper-1382-are-stablecoins-and-bank-deposits-substitutes.pdf">study</a> found that higher bank deposit rates weighed more on USDC’s growth than on Tether’s USDT.&nbsp;The paper examined weekly U.S. data from January 2019 to June 2025, and found that higher deposit rates predicted slower stablecoin growth. The effect was “stronger for USDC than for USDT, consistent with the former’s closer ties to U.S. depositors,” the paper said.The paper estimated that a 1-basis-point rise in deposit rates was associated with a 4.8 percentage points less cumulative, USDC growth over 10 weeks, while USDT fell only 1.9%.It linked the gap to USDC’s wider use among US institutional and decentralized finance (DeFi) users and said USDT was mostly used offshore and in developing economies.The paper also found that banks passed on more of the Fed’s moves to depositors once the Fed funds rate rose above about 3%. The Federal Reserve raised its target range to 3.75% to 4.00% last month, putting rates above that level. Stablecoin growth “slows but does not necessarily reverse,” the authors wrote.<h2 class="st-heading-2">The Second Lever</h2>The paper said that “banks retain some influence over the pace of that adoption through deposit pricing.” They called whether issuers may pay holders “a second lever.”That question sat at the center of the&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/cZX1ssLRe1v">CLARITY Act</a>, the crypto market structure bill, which stalled in the Senate. Stablecoin yield has been a key sticking point in the talks.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/michael-saylor-strive-strategy-daily-dividends-strc-payout/cZxNQuiRBtN">Strategy Eyes 7-Day STRC Payout As Saylor Targets Lower Borrowing Costs After ASST Beat MSTR In Daily Dividends</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Representation of cryptocurrency and Circle logo displayed on a screen in the background are seen in this illustration photo taken in Krakow, Poland on June 10, 2022. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

Circle (CRCL) CEO Jeremy Allaire said the company was trying to find "the happy middle" for USDC between open crypto networks and bank standards, while a Bank for International Settlements (BIS) study found that higher deposit rates weighed more on USDC's

Circle Wants USDC In Mainstream Finance, But Higher Bank Rates Pose A Threat

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Hold rates steady

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? 
 
Drop a comment with when you expect the first cut/hike to be.

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