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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 quarterly earnings beat, first reported profit, and rapid growth in AI-compute revenue are driving attention, with traders also focused on ambitious revenue outlook claims. Many celebrated the results and AI-infrastructure demand, while skeptics questioned the valuation and heavy capital spending and some traders said the share-price reaction was muted.

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 raised revenue and gross-margin expectations on stronger AI-platform demand, is driving attention. Many traders welcomed the outlook and anticipated a short squeeze, while skeptics questioned the companys credibility and whether the sharp rally could hold.

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 beat expectations, but softer fourth-quarter guidance and a reduced advertising outlook reignited concerns about slowing growth, prompting a sharp selloff. Traders are split between viewing the reaction as overdone given the profitable quarter and buybacks, and worrying that weaker growth and competition will weigh on the business.

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 quarterly earnings are drawing attention, with traders debating whether margins and guidance can justify the run-up or trigger a sell-the-news reaction; robotaxi and AI plans are also in focus. Musks confirmation that special committees will evaluate a possible SpaceX merger has added speculation, though traders disagree on its likelihood and whether it would benefit Tesla shareholders.

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 a sharp neocloud and AI-infrastructure selloff, with traders citing financing and debt concernsespecially around CoreWeaveand doubts about whether AI spending will deliver adequate returns. The community is split between viewing the decline as sector-wide fear and a buying opportunity given continued compute demand, and expecting further weakness until funding risks ease.

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 export-compliant Nvidia workstation GPUs are drawing attention, with traders viewing the demand and supply constraints as bullish while noting the stock has not responded strongly. The discussion also weighs that demand against concerns about AI infrastructure spending, financing and the recent weakness in semiconductor shares.

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 JPMorgan upgrade and reported foundry-customer developments are fueling discussion, alongside the AMD collaboration on AI software; traders are divided between optimism about a turnaround and skepticism after the sharp selloff, with earnings approaching.

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 drawing attention amid a sharp selloff in AI/neocloud stocks and investor concerns about financing, despite co-CEO Daniel Roberts saying its data centers carry no debt and customer prepayments help fund GPU costs. Traders are split between expecting an oversold bounce and anticipating further declines, with many frustrated that IREN has lagged 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 shares are drawing attention as traders anticipate the 80th event in the Phase 3 REGAL trial, which would trigger the trials final analysis; the results remain uncertain. The community is split between optimism that the catalyst could support a larger move or attract a buyer and skepticism that the recent rebound reflects anything more than volatile trading without new company news.

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, reinforced by HSBCs bearish assessment of CoreWeaves returns and AI-demand risks, are driving the discussion. Traders are split between expecting further weakness and viewing the sharp rebound as a potential short squeeze, while reports of another GPU price increase give bulls a counterpoint on demand and pricing power.

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RKLB Stock Rises Overnight: NASA Chief Warns Moon Race With China Is ‘Months, Not Years’ As Neutron Opportunity Grows

Equity

NASA is weighing bulk rocket purchases for its estimated $30 billion moon-base effort.

SPCX Stock Eyes 2-Week Winning Streak: FCC Weighs New Spectrum For SpaceX And Amazon — As Bezos Floats Blue Origin IPO 

The FCC approved SpaceX’s 15,000-satellite direct-to-cell system, which will use spectrum purchased from EchoStar.

ASTS Stock Eyes Green Week: Retail Sees ‘Major Catalysts’ For New Highs As Bezos Targets Blue Origin’s December Return

New Glenn’s seven-meter fairing could enable larger BlueBird batches under AST’s multi-launch agreement with Blue Origin.

RKLB Stock Slips Overnight: Rocket Lab Protests Blue Origin’s $700M NASA Mars Deal, Calls Review ‘Punitive’

Eligible bidders needed prior NASA funding for a Mars Sample Return study and a proposal featuring a separately launched telecommunications orbiter.

ASTS Stock Rises Premarket Ahead Of $1B Note Settlement: Analyst Warns Rocket-Firm Buy May Be ‘Likely Foolish’

ASTS shares rose premarket as its $1 billion convertible note offering approached settlement.

Bearish Sentiment

<ul class="summary-bullets"><li>NASA Administrator Jared Isaacman said the U.S. and China are separated by “months, not years” in the race to return astronauts to the moon.</li><li>ARK analysts said Neutron could offer a launch option close to Falcon 9’s capacity as satellite operators seek more launch access.</li><li>Neutron is designed to carry 13,000 kilograms to low Earth orbit, compared with about 17,000 kilograms for partially reusable Falcon 9.</li></ul>Rocket Lab (RKLB) shares rose 0.4% overnight heading into Monday after NASA Administrator Jared Isaacman warned that the U.S. and China are separated by “months, not years” in the race to return astronauts to the moon, shifting investor attention to launch providers.<a href="https://stocktwits.com/symbol/RKLB">RKLB shares</a> fell 8% to $68.21 last week, marking their worst weekly performance since late August.&nbsp;<h2 class="st-heading-2">NASA And China Race To Lunar South Pole</h2>China aims to land astronauts on the moon by 2029, while NASA is targeting a crewed return by the end of 2028, Isaacman said in a Fox Business&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.foxnews.com/video/6406509529112">interview</a>. “That’s a difference of months, not years,” he said. “This is going to be extremely close right now.”&nbsp;Isaacman said China and Russia are working together on plans for a lunar base and a nuclear power plant near the moon’s south pole. NASA plans to launch its first moon-base mission in December aboard a SpaceX Falcon Heavy. “The race is very much on,” he said. He also named Rocket Lab as one of the commercial space companies NASA can draw on, alongside SpaceX, Blue Origin, Boeing, and others.&nbsp;The agency is also considering bulk purchases of rocket launches for its estimated $30 billion moon-base effort. Moon Base Program Manager Carlos Garcia-Galan&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-10-06/nasa-eyes-bulk-rocket-buy-for-moon-base-amid-spacex-phaseout">said</a> that NASA is evaluating groups of launch vehicles to serve the program’s needs and expects to announce an initial set of purchases soon.&nbsp;The procurement push comes as demand for launches rises and SpaceX limits new dedicated Falcon 9 bookings beyond 2028 while prioritizing Starship.&nbsp;<h2 class="st-heading-2">ARK Sees Launch Shortage As Neutron’s Opportunity</h2>ARK analysts Tasha Keeney and Daniel Maguire said satellite operators urgently need launch access as they expand their constellations. Keeney said Rocket Lab’s Neutron “comes close to the Falcon 9” in payload capacity. ARK put Neutron’s planned capacity at 13,000 kilograms to low Earth orbit, compared with about 17,000 kilograms for Falcon 9 in a partially reusable configuration.&nbsp;SpaceX’s growing internal launch needs could intensify the squeeze. ARK pointed to Starlink’s planned deployments and upcoming StarMind AI satellites as potential demands on launch capacity, arguing that providers such as Rocket Lab could benefit if Neutron delivers.&nbsp;Rocket Lab is targeting delivery of Neutron to the launch pad in the fourth quarter of 2026. The company has begun building a customer pipeline for the rocket. Kepler Communications booked a dedicated Neutron mission no earlier than 2028, giving it more control over launch timing and orbital placement than a rideshare mission.&nbsp;Rocket Lab is also expanding its Electron business. A 20-launch agreement with Japan’s Synspective brings the customer’s total contracted Electron missions to 47, with launches scheduled between 2028 and 2031.<h2 class="st-heading-2">How Do Retail Traders Feel About RKLB?</h2>On Stocktwits, retail sentiment for RKLB has been ‘neutral’ from a week ago amid a 14% rise in 24-hour message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/rklb_ss_07d704c5c4.png" alt="rklb ss.png" width="633" height="353"><figcaption>RKLB sentiment and message volume as of October 12 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/DrRobo/message/666256570">said</a>, “$RKLB Under $72 a share is a steal, and it's $68! This will be $120 by next spring guaranteed”<stembedurl>https://stocktwits.com/DrRobo/message/666256570</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/TheAlliance/message/666252537">said</a>, “$ASTS $RKLB $LUNR Easy. RKLB. They build everything in house and are not reliant on anyone. Launch demand is off the chart, NASA contracts. All solid reasons.”<stembedurl>https://stocktwits.com/TheAlliance/message/666252537</stembedurl>RKLB stock has declined 2% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tsla-stock-cybercab-dallas-musk-shorts-tesla-checkmate/cZxIb3ERBFN">TSLA Stock Climbs Overnight As Cybercab Eyes Dallas — Musk Recalls When Shorts Had Tesla In ‘Checkmate’&nbsp;</a>

In this photo illustration, the Rocket Lab logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

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Defiance Daily Target 2X Long RKLB ETF

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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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