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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 expectations, with rapid growth in its AI-compute and Starlink businesses and a return to profitability drawing attention. Traders are split over the results muted share reaction, questioning the valuation and heavy AI infrastructure spending, while flagging upcoming insider share unlocks as a potential source of selling pressure.

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

SMCI is drawing attention after a preliminary Q1 update sharply raised its revenue outlook on stronger AI-platform demand and projected higher gross margins than prior guidance. Bulls see evidence of resilient AI-server demand and a possible short squeeze, while skeptics note the stock has struggled to hold its initial jump and cite lingering execution, governance, and profitability concerns.

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 drew attention as an earnings beat and roughly in-line revenue were overshadowed by softer Q4 guidance and a lower advertising outlook, prompting a sharp selloff. Traders focused on slowing growth, ad execution, viewer engagement and competition, while some argued the reaction was overdone given the companys profitability and bought the dip.

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 GPUs have drawn attention, with traders noting that demand reportedly exceeds available supply. The community is split over why the stock has remained weak despite that demand: some see it as evidence of continued AI spending, while others point to concerns about AI-capex sustainability, financing risks and broader chip-sector selling.

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 sharp, volatile pullback and approaching earnings are driving debate over whether the shares can rebound or face further downside. Bulls cite JPMorgans upgrade and potential foundry customer wins, while skeptics point to valuation, the equity offering, and weak semiconductor-sector momentum.

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 amid a sharp rally and anticipation of the 80th event in its Phase 3 REGAL trial, which triggers final analysis; traders also read the CEOs optimistic anniversary message as a possible buyout signal. No buyout, data release, or leak is confirmed, and some traders view the move as speculation and volatile trading without a new announcement.

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 volatile selloff across AI-infrastructure and neocloud stocks, as traders weigh continued demand for AI compute against concerns about heavy data-center spending and financing risks, particularly after CoreWeaves debt worries and warnings about the neocloud sector. Some see Nebius as better positioned than leveraged peers and view rebounds as buying opportunities, while others remain cautious about funding needs, weak sector sentiment, and the approaching earnings report.

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 are driving heavy positioning, with traders focused on margins and guidance after deliveries were already reported; some expect a strong print, while others warn of a miss or a sell-the-news reaction. Speculation about a possible SpaceX merger is adding to the buzz, but traders note there is no confirmed agreement.

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 sharp selloff has fueled debate over funding risks across AI-focused neoclouds and whether the sectors heavy infrastructure spending can earn adequate returns. Traders cite co-CEO Daniel Roberts comments that the data centers were funded with cash and customer prepayments help cover GPU costs as reassurance, but many remain frustrated by IRENs weakness versus peers and question whether the decline is over.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Barclays downgrade of Dell and concerns that recent server revenue growth reflects higher memory costs more than accelerating enterprise AI demand have dominated discussion, alongside a sharp selloff in AI infrastructure stocks and inflation concerns. Traders are split between viewing the drop as justified by valuation and uncertain growth, and calling it an overreaction and buying opportunity.

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Investor Alert: Bumble (BMBL) $6.05 per Share Merger with Ithaca Holdco is being Investigated for Potential Breaches of Fiduciary Duties

Investor Alert: Bumble (BMBL) $6.05 per Share Merger with Ithaca Holdco is being Investigated for Potential Breaches of Fiduciary Duties Investor Alert: Bumble (BMBL) $6.05 per Share Merger with Ithaca Holdco is being Investigated for Potential Breaches of Fiduciary DutiesPR NewswireNEW YORK, Oct...

BMBL Stock Alert: Halper Sadeh LLC is Investigating Whether Bumble Inc. is Obtaining a Fair Price for its Shareholders

Halper Sadeh LLC, an investor rights law firm, is investigating the sale of Bumble Inc. (NASDAQ: BMBL) to Ithaca Holdings for $6.05 per share of Class A Common Stock.Halper Sadeh encourages Bumble shareholders to click here to learn more about their rights and options or contact Daniel Sadeh or...

Deal Dispatch: Ithaca Holdings Buys Bumble for $1.3B, The Knot Acquires Zola, Character.ai Bankruptcy

Major M&A deals this week include Workday buys C1.ai, AKAM acquires Matthew Adam Properties, Getty Images considers bankruptcy.read more...

Why Did GME, BMBL, PFE Stocks Hit 52-Week Highs Today? 

Equity

Insider purchases, a multibillion-dollar acquisition and progress in vaccine research helped drive interest.


Oak Hill, Fortress at CAIS, Bumble Goes Private, Media Moves

Oak Hill, Fortress at CAIS, Bumble Goes Private, Media Moves...

META, TTD, SNAP, GOOGL, BMBL, WDAY Stocks Get New UBS Targets Amid AI And Ad Shifts

UBS raised its price targets on Meta, Snap, Alphabet and Bumble while cutting its targets on Trade Desk and Workday.


Why Did AAPL, BMBL, BP Stocks Rise To 52-Week Highs Today?

Apple, Bumble and BP jumped to 52-week highs on Tuesday amid fresh product updates, take-private plans, and rising oil prices.

$BMBL Stock Notification: Bumble Inc. Is Being Investigated After the $6.05 Per Share Merger Deal Announced Investors Are Alerted to Contact BFA Law

Leading securities law firm Bleichmar Fonti & Auld LLP announces that it is investigating the merger between Ithaca Holdings (Ithaca Holdco, Inc.) and Bumble Inc. (NASDAQ:BMBL). Bumble is incorporated in Delaware. If you are a current shareholder of Bumble, you are encouraged to obtain additional...

Why Bumble Stock Skyrocketed Today

Key PointsBumble agreed to be taken private...

Bumble Surges 56% on $1.3 Billion Take-Private Deal  Closing Bell

Bumble Surges 56% on $1.3 Billion Take-Private Deal | Closing Bell...

Bumble, Inc. engages in the provision of online dating services. It operates through the following geographical segments: United States and Rest of the World. The company was founded by Whitney Wolfe Herd in 2014 and is headquartered in Austin, TX.

Bumble Inc - Ordinary Shares - Class A

Bearish Sentiment

<ul class="summary-bullets"><li>GameStop stock rallied as insider purchases since September now total nearly $100 million, fueling retail investor optimism.&nbsp;</li><li>Ithaca Holdings’ acquisition of Bumble raised investor sentiment.&nbsp;</li><li>Pfizer hit a nearly two-year high ahead of its IDWeek 2026 vaccine and infectious disease research updates.&nbsp;</li></ul><p>GameStop Corp. (GME), Bumble (BMBL) and Pfizer (PFE) stocks scaled to fresh 52-week highs on Wednesday as CEO Ryan Cohen’s $22.8 million stock purchase, Bumble’s $1.3 billion buyout agreement and Pfizer’s cancer treatment and vaccine developments fueled investor interest across retail, dating apps and healthcare.&nbsp;</p><p>Bumble and Pfizer stocks gained 0.3% and over 2%, respectively, while GameStop stock pared gains and ended the session 0.2% lower.&nbsp;</p><h2 class="st-heading-2">GameStop: Insider Buying Stacks Up Optimism&nbsp;</h2><p><a href="https://stocktwits.com/symbol/GME">GameStop stock</a> hit an annual high of $28.22 after Ryan Cohen, the video game retailer’s chairman and CEO, bought another 844,130 shares for about $22.8 million.</p><p>The latest transaction extends his recent buying streak and brings his reported stock purchases since September to nearly $100 million. GameStop insiders&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/gme-stock-heads-for-7th-straight-weekly-gain-as-game-stop-insiders-buy-99-m-in-shares-since-september-retail-calls-it-gme-2-0/cZxfXaRRBpI">bought</a> about 4.25 million shares through 12 transactions in the last two months, worth roughly $115.4 million at Wednesday’s closing price. Cohen made most of the purchases.&nbsp; Investors have interpreted the purchases as a sign of confidence in the video game retailer's future, helping fuel renewed retail trading interest.</p><p>On Stocktwits, retail sentiment around the stock shifted from ‘neutral’ to ‘bullish’ the previous day.&nbsp;</p><h2 class="st-heading-2">Bumble’s $1.3 Billion Deal Offers Shareholders A Premium</h2><p><a href="https://stocktwits.com/symbol/BMBL">Bumble stock</a> hit a yearly high of $5.98 after the company agreed to an all-cash acquisition by Ithaca Holdings valued at $1.3 billion. The agreement offers shareholders $6.05 per share, a 138% premium to the dating company's closing price on Oct. 9.&nbsp;</p><p>Following the acquisition, UBS analyst Stephen Ju raised Bumble’s price target to $6.05 from $3 while maintaining a ‘Neutral’ rating. He said the $6.05-per-share cash buyout by Ithaca Holdings highlights Bumble’s brand value and user base. Private ownership could also give the company more time to improve its products and invest in AI.&nbsp;</p><p>Retail sentiment around the stock improved to ‘extremely bullish’ from ‘bullish’.&nbsp;</p><h2 class="st-heading-2">Pfizer Rides Drug Pipeline Momentum</h2><p><a href="https://stocktwits.com/symbol/PFE">Pfizer stock</a> hit nearly a two-year high of $29.49 as the company gained attention after developments across its vaccine and infectious disease research programs, which it will showcase at IDWeek 2026.&nbsp;</p><p>The company has also received an expanded U.S. Food and Drug Administration approval for Tukysa, used with trastuzumab and pertuzumab as a maintenance treatment for adults with HER2-positive advanced or metastatic breast cancer following initial treatment. This provides Pfizer with another development to highlight as it works to strengthen its drug portfolio. Retail sentiment around the stock remained ‘neutral’.&nbsp;</p><p>So far this year, GME, BMBL, and PFE stocks have gained between 17% and 67%.</p><p>Also see:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/lmt-stock-tracks-best-week-since-mid-august-ceo-calls-defense-demand-permanent-as-300-m-texas-expansion-takes-shape/cZxWLFERBqv">LMT Stock Tracks Best Week Since Mid-August: CEO Calls Defense Demand ‘Permanent’ As $300M Texas Expansion Takes Shape</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

A Gamestop store is seen in the Barton Creek Square mall on May 04, 2026 in Austin, Texas. 

GameStop Corp. (GME), Bumble (BMBL) and Pfizer (PFE) stocks scaled to fresh 52-week highs on Wednesday as CEO Ryan Cohen’s $22.8 million stock purchase, Bumble’s $1.3 billion buyout agreement and Pfizer’s cancer treatment and vaccine developments fueled i

Why Did GME, BMBL, PFE Stocks Hit 52-Week Highs Today?

Bumble Inc

GameStop Corp

Pfizer 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.

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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	$0.23	--	--	N/A
Q2 '26	$0.25	-$0.84	-436.56%	MISSED
Q1 '26	$0.28	$0.34	21.46%	BEAT
Q4 '25	$0.23	-$4.06	-1828.17%	MISSED
Q3 '25	$0.34	$0.33	-3.03%	MISSED

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Upcoming Earnings: Q3 '26

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