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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 stronger-than-expected quarterly results, first reported public-company profit and rapid growth in AI-compute revenue are driving attention, with traders debating whether the AI business justifies the companys heavy spending. Bulls point to the growth and outlook, while skeptics question cash burn, valuation and upcoming share unlocks; Tesla-merger speculation is an additional topic.

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 quarterly outlook substantially exceeded expectations, with stronger AI-server demand and improved gross margins driving the rally. Traders largely welcomed the update and speculated about a rerating or short covering, while others questioned whether the unaudited figures and margin gains will hold and flagged execution and cash-flow risks.

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. 

SpaceXs results and comments about strong compute demand and scarce capacity have lifted sentiment toward Nebius and other AI cloud providers, challenging oversupply concerns. Bulls see support for the AI infrastructure demand thesis, while bears remain focused on financing risks and the sectors sharp selloff.

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, but softer forward guidance and a lower advertising outlook drove a sharp post-earnings selloff. Traders are split between buying the dip as an overreaction and expecting further weakness amid slowing growth, ad-execution concerns, and streaming competition.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokias upcoming Q3 report is the main focus, with traders debating whether AI and cloud networking demand and recent AI-RAN partnerships will translate into stronger results. Some expect a positive surprise and a rerating, while others point to the stocks recent weakness and doubt that upbeat AI news will overcome pressure from its legacy telecom business.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabets weak, range-bound trading and its scheduled Oct. 28 earnings dominate discussion, with traders focused on whether cloud and AI growth can offset heavy investment spending and cash-flow concerns. Sentiment is split between dip-buyers and bearish traders pointing to persistent underperformance, technical risks, and broader pressure on tech stocks.

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

SpaceXs strong AI-related results and data-center spending plans, alongside Super Micros sharply higher preliminary sales outlook, fueled discussion of renewed demand for Nvidia hardware and an after-hours rebound; traders also focused on Jensen Huangs GTC Berlin keynote. The reaction is divided, with bullish traders viewing the news as evidence that AI infrastructure spending remains strong while skeptics question its returns and Nvidias ability to sustain momentum.

Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

Attention centers on the expected completion of Compass Pathways rolling NDA submission for COMP360, its investigational psilocybin therapy for treatment-resistant depression, and the prospect of an accelerated FDA review. Traders are bullish on the approaching regulatory milestone and potential launch, while others are frustrated by the wait and point to volatile price action, broader biotech weakness, and uncertainty around timing and approval.

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 after a sharp, high-volume rebound as traders position around the Phase 3 REGAL trials anticipated 80th survival event and final analysis of GPS in AML. Some speculate about a buyout or imminent data, but those claims are unconfirmed; others caution that the trial outcome remains uncertain and the move has occurred without a confirmed catalyst.

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

Intuitive Surgicals quarterly results beat expectations, but shares sold off as investors focused on a narrower procedure-growth outlook, planned pricing cuts, and a litigation-settlement charge. Traders are split between viewing the decline as an overreaction to solid business growth and seeing the guidance and pricing pressures as reasons for a more cautious outlook.

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Disney is drawing attention as shares recover and traders watch whether the rebound can clear nearby technical resistance ahead of earnings. Bullish traders see momentum building, while others question whether the stock can sustain a breakout after repeated stalls.

McDonald's Launches Disney Villains Boo Buckets For Halloween

(RTTNews) - McDonald's has teamed up with Disney to launch a new collection of Halloween Boo Buckets featuring five famous Disney villains as part of its Happy Meal lineup...

Netflix Stock Drops After-Hours As Revenue Growth Slows Further And Q4 Sales Miss Expectations 

Equity

The streaming giant projected its fourth consecutive quarter of slowing revenue growth amid advertising shortfalls and executive restructuring. 


The Zacks Analyst Blog Highlights Costco, Walt Disney, Marriott, Park Aerospace and Flanigan's

Costco, Walt Disney and Marriott benefit from strong business models and growth initiatives, while Park Aerospace and Flanigan's post robust gains amid emerging risks.

Can Ad-Supported Streaming Momentum Boost Netflix's Q3 Results?

NFLX targets $3 billion in 2026 ad revenues as nearly doubled upfront commitments boost monetization, but slow view-hour growth and live sports costs pose challenges.

Disney's $60 Million Character.AI Deal, Meta's Brazil Scrutiny and Anthropic's IPO Ambitions: This Week in Tech

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Netflix Boots Content Chief As Viewership Sags

Netflix Boots Content Chief As Viewership Sags

 Netflix shares are locked in a bear market, down nearly 25% year-to-date, as the platform's viewership growth has slowed and recent shows have seen troubling audience declines in their second seasons.

Bloomberg reports that chief...

Disney to Spend $60 Million a Year on Character.AI Talent After Its Own Layoffs as AI Startup Faces Bankruptcy

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1 Stat That Makes Walt Disney (DIS) Hard to Ignore This October

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Top Analyst Reports for Costco, Walt Disney & Marriott

Costco, Walt Disney and Marriott lead today's top analyst reports, with strong sales, streaming growth and travel demand offset by key business challenges.

Netflix Gears Up to Report Q3 Earnings: Buy, Sell or Hold the Stock?

NFLX heads into Q3 earnings with expanding margins, rising ad commitments and pricing gains, but slowing viewership growth and a premium valuation cloud its outlook.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Bullish Sentiment

<ul class="summary-bullets"><li>Netflix reported third-quarter revenue of $12.9 billion and earnings of $0.87 a share, topping Wall Street expectations of $0.82 per share.</li><li>Revenue growth is projected to drop to 12% in the fourth quarter (down from 17.6% last year).</li><li>Co-CEOs Ted Sarandos and Greg Peters recently cut 6% of the workforce (~1,000 employees) and replaced Chief Content Officer Bela Bajaria with veteran Disney executive Peter Rice.</li></ul>Netflix Inc.(NFLX) on Tuesday reported third-quarter earnings that beat Wall Street expectations, but its shares fell 5% in after-hours trading after the streaming firm issued a soft revenue outlook for the fourth quarter, setting it up for the fourth consecutive period of decelerating sales growth.The company reported $12.9 billion in third-quarter revenue, matching Wall Street forecasts, and its earnings at $0.87 a share topped expectations of $0.82 a share.Despite the bottom-line beat, <a class="mention" data-mention="$NFLX" data-symbol-id="NFLX" href="https://stocktwits.com/symbol/NFLX" target="_blank">Netflix shares</a> slipped as much as 7% in after-hours trading following the announcement.&nbsp;Wall Street’s skepticism comes as the company works to reignite user engagement, scale its advertising layer, and adjust after failing to secure an acquisition of Warner Bros. Discovery Inc.’s studio and streaming assets earlier this year.Netflix has been struggling to consistently boost streaming revenue and new member additions over the past few quarters amid increasing competition from rival streaming services and is boosting programming of original content to ensure new additions.&nbsp;<img src="https://news.stocktwits-cdn.com/Netflix_Revenue_Growth_Eases_For_Third_Straight_Quarter_20e0085ab5.png" alt="Netflix Quarterly Revenue Growth"><h2 class="st-heading-2">Management Restructuring And Content Push</h2>The earnings report follows a major operational overhaul led by Co-CEOs Ted Sarandos and Greg Peters. Over the past week, Netflix announced a 6% workforce reduction—eliminating about 1,000 roles—its largest headcount cut since 2022.In a bid to address perceived declines in programming quality and stagnant engagement, the company ousted Chief Content Officer Bela Bajaria and film chief Dan Lin. To replace Bajaria, Netflix named Peter Rice, a seasoned industry executive who previously held leadership roles at both Walt Disney Co. and 21st Century Fox."With intense competition and an explosion of content competing for consumer attention, strategic clarity and excellent execution are critical," Netflix stated in its letter to shareholders, acknowledging that while core priorities are being met, "we see room to do even better."<h2 class="st-heading-2">Q4 Outlook</h2>Looking ahead to the fourth quarter, Netflix projects revenue of $13.4 billion, falling short of Wall Street estimates of $13.5 billion.Netflix also projected a fourth-quarter operating margin of 26%, noting that severance and restructuring costs tied to its recent job cuts will weigh on profitability in the final three months of the year.<h2 class="st-heading-2">NFLX Stock: Retail View&nbsp;</h2>Retail sentiment on Stocktwits was ‘bullish’ with ‘high’ message volumes.&nbsp;A user lauded the results and called Netflix a&nbsp;cash-generating machine and termed the sell-off as overdone.&nbsp;<stembedurl>https://stocktwits.com/Hellaofagirl/message/666962909</stembedurl>NFLX stock has lost 27% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Netflix logo is seen on the roof of an office building in Los Angeles, California, on May 29, 2026. (Photo by Michael Yanow/NurPhoto via Getty Images)

Netflix Inc.(NFLX) on Tuesday reported third-quarter earnings that beat Wall Street expectations, but its shares fell 5% in after-hours trading after the streaming firm issued a soft revenue outlook for the fourth quarter, setting it up for the fourth con

Netflix Stock Drops After-Hours As Revenue Growth Slows Further And Q4 Sales Miss Expectations

Walt Disney Co

Warner Bros Discovery Inc

Hold rates steady

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Hike 25 bps

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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