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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

A strong quarterly earnings beat and first reported profit, driven by rapid growth in AI compute and Starlink, are driving attention; traders are also reacting to Musks ambitious revenue outlook. Bulls welcome the results, while skeptics argue that heavy AI infrastructure spending, a lofty valuation, and upcoming share unlocks may limit the stocks response.

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, which sharply raised its revenue outlook and projected higher gross margins on AI-platform demand, is the dominant catalyst. Traders welcomed the stronger outlook but debate whether it can sustain a rebound, citing the stocks volatile pullback and lingering concerns about execution, governance, and the broader AI trade.

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 report beat earnings expectations, but softer fourth-quarter guidance and a reduced advertising outlook heightened concerns about slowing growth and pressured the stock. Traders are divided between bearish views on the outlook, engagement and competition, and dip-buying based on the companys profitability and quarterly performance.

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 Chinese orders for Nvidias export-compliant RTX PRO 5500 chips have traders weighing strong demand against U.S. export limits and Nvidias ability to supply the cards. The muted share-price response is fueling debate over whether AI demand can offset broader concerns about spending, financing risks, and weakness across chip stocks.

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

Intel is drawing attention after a sharp semiconductor-sector selloff and a volatile rebound, with traders citing JPMorgans upgrade to Neutral and improved execution while watching for earnings. Bulls also point to reported foundry customer prospects and Intels AMD AI-software collaboration, while skeptics question whether the turnaround can sustain the recovery.

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

Anticipation of Teslas quarterly results dominates, with traders debating pressure on margins and valuation versus possible updates on robotaxis, Optimus and AI. SpaceX merger speculation adds to the bullish chatter, though some traders say no deal is confirmed and expect a possible sell-the-news reaction.

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. 

Traders attributed NBISs rebound to strong SpaceX results and commentary they saw as evidence of continued demand for AI compute, lifting the broader neocloud group. The optimism is tempered by concerns over debt, funding needs and AI infrastructure spending, with traders divided on whether the bounce can hold.

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

IREN is caught in a sharp selloff across AI neocloud and data-center stocks amid concerns about financing, AI infrastructure returns, and possible industry consolidation. Traders are divided: some point to co-CEO Daniel Roberts comments that IRENs data centers were built with cash and to its customer contracts as reassurance, while others remain concerned about execution, delays, dilution, and the stocks weakness versus peers.

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 trigger for final analysis of its Phase 3 REGAL AML trial; the last disclosed count was 78, and no results announcement is confirmed. A sharp share-price rebound has fueled speculation about favorable data and a potential buyout, while some traders say the move lacks a confirmed company catalyst and stress that the trial outcome remains uncertain.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

Debt and refinancing concerns, amplified by HSBCs bearish assessment, are driving debate as traders weigh further downside against a sharp rebound and potential short squeeze. Bulls point to strong AI-compute demand and reported GPU price increases, while skeptics question whether CoreWeaves backlog can offset its financing needs.

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Wall Street Analysts Think Booking Holdings (BKNG) Is a Good Investment: Is It?

According to the average brokerage recommendation (ABR), one should invest in Booking Holdings (BKNG). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

Booking Holdings Inc. (BKNG) is Attracting Investor Attention: Here is What You Should Know  

Booking Holdings (BKNG) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Booking Holdings (BKNG) Advances While Market Declines: Some Information for Investors

In the latest trading session, Booking Holdings (BKNG) closed at $160.68, marking a +2.01% move from the previous day.

Booking Holdings Launches Vayo with Planned $100M Investment

Booking Holdings Launches Vayo with Planned $100M Investment Booking Holdings Launches Vayo with Planned $100M InvestmentPR NewswireSEATTLE, Oct. 14, 2026The waitlist opens today at vayo.com for the personal travel agent built for trips, not tasks, that organizes everything you've booked, learns...

Priceline Reveals 2027 "Where to Next?" Travel Trends Report as Americans Find New Ways to Make Every Trip Count

Priceline Reveals 2027 "Where to Next?" Travel Trends Report as Americans Find New Ways to Make Every Trip Count Priceline Reveals 2027 "Where to Next?" Travel Trends Report as Americans Find New Ways to Make Every Trip CountPR NewswireNORWALK, Conn., Oct. 13, 2026From personal goals and food...

Booking Holdings Enters Oversold Territory (BKNG)

Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which me...

Why Booking Holdings (BKNG) Dipped More Than Broader Market Today

Booking Holdings (BKNG) concluded the recent trading session at $155.87, signifying a -1.12% move from its prior day's close.

OpenTable And Visa Renew Agreement To Expand Visa Dining Collection Across US, Canada, Mexico

(RTTNews) - Tuesday, OpenTable and Visa Inc. (V) announced their decision to renew the agreement across the U.S., Mexico and Canada, planning to broaden the Visa Dining Collection in the regions and deliver an expanded events program...

Booking Holdings to Webcast Third Quarter 2026 Financial Results on November 3

Booking Holdings to Webcast Third Quarter 2026 Financial Results on November 3 Booking Holdings to Webcast Third Quarter 2026 Financial Results on November 3PR NewswireNORWALK, Conn., Oct. 6, 2026NORWALK, Conn., Oct. 6, 2026 /PRNewswire/ -- Booking Holdings (NASDAQ: BKNG) announced today that it...

OpenTable and Visa Extend Their Agreement in the U.S., Mexico and Canada

OpenTable and Visa Extend Their Agreement in the U.S., Mexico and Canada OpenTable and Visa Extend Their Agreement in the U.S., Mexico and CanadaPR NewswireSAN FRANCISCO, Oct. 6, 2026Building on strong diner demand, the renewed agreement extends the Visa Dining Collection in Mexico and Canada and...

Booking Holdings, Inc. engages in the provision of online travel and related solutions. The firm offers services through the following brands: Booking.com, Priceline, Agoda, KAYAK, and OpenTable. It provides accommodation reservations including hotels, hostels, apartments, vacation rentals, and other properties. The company was founded by Jay Scott Walker on July 18, 1997, and is headquartered in Norwalk, CT.

Booking Holdings Inc

ABNB Stock Soars 11% After-Hours — Airbnb Raises 2026 Outlook Again On Strong Travel Demand

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Bearish Sentiment

<ul class="summary-bullets"><li>Airbnb bumped its full-year 2026 revenue growth projection to "at least mid-teens" and increased its full-year adjusted earnings margin target to at least 35.5%.&nbsp;</li><li>Total nights and seats booked surged 10% year-over-year to 148.3 million during the second quarter, exceeding analyst expectations.&nbsp;</li><li>The short-term rental platform continues to outpace key industry peers like Booking Holdings and Expedia Group.</li></ul><p>Airbnb Inc. (ABNB) stock soared 11% after-hours on Thursday after the rental platform raised its full-year revenue and margin guidance for the second time this year, riding a wave of resilient global travel demand and strong platform booking volume.</p><p>The San Francisco-based company announced Thursday that it now expects full-year 2026 revenue growth to improve by a percentage of "at least mid-teens" compared to the prior "low- to mid-teens" range outlined in May. The updated target tops Wall Street consensus expectations of a 14% increase.</p><h2 class="st-heading-2"><strong>ABNB’s Strong Q2 Spurs Booking Confidence&nbsp;</strong></h2><p>The positive outlook was underpinned by solid results in the second quarter. Revenue rose 17% year-over-year to $3.61 billion, beating analysts' estimates of $3.58 billion. Net income surged to $816 million, up from $642 million in the prior-year period, while Gross Booking Value (GBV) climbed 16% to $27.2 billion.</p><p>Nights and seats booked on the platform jumped 10% year-over-year to 148.3 million. Management noted that North America posted its strongest growth in nearly three years, while key international markets—including France, the United Kingdom, and Australia—also picked up speed.</p><p>In a letter to shareholders, executive leadership attributed the company's performance to platform demand, strategic investments in technology and marketing, and disciplined product execution.</p><p>"The uplift in revenue growth and margin reflects the strong demand on our platform, benefits from investments we've made in talent, technology and marketing as well as strong execution across our product road map," the company stated.&nbsp;</p><h2>Outpacing Travel Industry Peers</h2><p>Airbnb’s accelerated trajectory stands out within the broader travel industry. While major peers such as Booking Holdings Inc. and Expedia Group Inc. also signaled healthy travel demand in their latest financial results, Airbnb has consistently outpaced competitors on year-over-year growth in nights booked.</p><p><img src="https://news.stocktwits-cdn.com/Airbnb_Outpaces_Peers_In_Bookings_Growth_30e40f3dc5.png" alt="Airbnb_Outpaces_Peers_In_Bookings_Growth.png"></p><p>Company officials pointed to faster product development, including AI-driven features, flexible payment options like "Reserve Now, Pay Later," and expanded guest offerings as primary engines pulling Airbnb ahead of rival platforms.</p><p>Furthermore, Airbnb has been diversifying beyond traditional home sharing by expanding into boutique hotel inventory across regulated urban markets such as New York, Paris, London, and Rome.&nbsp;</p><h2 class="st-heading-2"><strong>Airbnb: Full-Year 2026 Outlook And Q3 Guidance</strong></h2><p>Looking ahead to the third quarter, Airbnb projects revenue between $4.69 billion and $4.77 billion, higher than the $4.61 billion analysts expect. The company anticipates that nights and seats booked will continue to expand at a low-double-digit pace, topping market forecasts.</p><p>For the full year 2026, Airbnb raised its target for Adjusted EBITDA margin to "at least 35.5%," up from its previous floor of 35%.</p><h2 class="st-heading-2"><strong>ABNB Stock: Retail View&nbsp;</strong></h2><p>Retail sentiment on Stocktwits was ‘bullish’ with ‘high’ message volumes.&nbsp;</p><p>ABNB stock has soared 11% year-to-date.&nbsp;</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

Airbnb Inc. boosted its 2026 financial outlook after posting strong second-quarter earnings, powered by accelerating booking momentum in major markets across North America and Europe.

Airbnb Inc

Expedia Group Inc

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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.

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