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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 results beat expectations, with rapid AI/compute growth and expansion plans driving a rally; traders also focused on Musks ambitious revenue outlook and discussions of a potential Tesla merger. Bulls cited growth and AI demand, while skeptics questioned the valuation, heavy capital spending, and whether the projections are achievable; the merger remains exploratory.

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 first-quarter update sharply raised its revenue outlook and improved its gross-margin forecast, citing stronger AI-platform demand. Many traders view the update as a potential validation of growth and a reason for a re-rating, while others question whether the company can deliver consistently and whether the rally will 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

A quarterly profit beat was overshadowed by softer forward guidance and a reduced advertising outlook amid slowing revenue growth, prompting a sharp selloff. Traders are divided between viewing the drop as overdone and buying the dip, and worrying that weaker ad execution, engagement concerns, and competition could keep growth under pressure.

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 orders from ByteDance, Alibaba and Tencent for Nvidias export-compliant GPUs are drawing attention, though traders note that U.S. restrictions and limited supply may constrain deliveries. The muted share-price response has fueled debate over whether strong AI demand can outweigh concerns about spending, financing risks and recent weakness in chip stocks.

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 anticipate the REGAL Phase 3 trial reaching its 80-event trigger for final analysis; the last disclosed count was 78. The rebound has fueled speculation about an imminent data update or buyout, amplified by the CEOs next chapter remarks and the companys planned ASH presence, while skeptics stress that no new results or deal have been confirmed.

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 broad selloff in AI infrastructure and neocloud stocks, as traders worry about debt-funded expansion, financing costs, and whether demand can justify the buildout; weakness in CoreWeave and other peers is a frequent point of comparison. Bulls argue that strong compute demand and upcoming earnings could support a recovery, while others see the rebounds as temporary amid continued sector and market pressure.

TOSHI

TOSHI is drawing attention amid a rebound and increased trading activity, with traders watching a repeatedly tested resistance area and speculating about a breakout or short squeeze. Optimism over a possible move higher is countered by concerns that previous rallies have faded; talk of an upcoming announcement or listing remains unconfirmed.

Alaska Air Group, Inc. is a holding company, which engages in the provision of air transportation services. It operates through the following segments: Alaska Airlines, Hawaiian Airlines, and Regional. The Alaska Airlines segment includes scheduled air transportation on Alaska's Boeing and Airbus jet aircraft for passengers and cargo. The Hawaiian Airlines segment refers to scheduled air transportation on Hawaiian's Boeing and Airbus aircraft for passengers and cargo. The Regional segment consists of Horizon's and other third-party carriers’ scheduled air transportation on E175 aircraft for passengers under CPAs. The company was founded in 1985 and is headquartered in Seattle, WA.

Alaska Air Group Inc.

Alaska Airs quarterly results and outlook are driving discussion: revenue growth was offset by sharply higher fuel costs, a reported loss, and a weaker loss outlook. Traders are split between focusing on premium and loyalty growth and betting that easing oil prices could help, while others remain concerned about fuel pressure and near-term losses.

Redwire Corp. engages in the development and provision of space and defense technologies and mission-critical solutions for government, commercial, and civil customers. Its offerings include spacecraft platforms, space infrastructure, avionics, sensors and payloads, power generation systems, radio frequency systems, microgravity research and manufacturing technologies, autonomous systems, optical sensors, and digital engineering solutions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Attention is centered on Redwires upcoming Q3 earnings, with traders watching support for a possible double bottom and looking for a catalyst to reverse recent weakness. Some expect a lift from strength in other space stocks, while others remain cautious about low volume and the stocks inability to hold gains.

MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It operates through the following segments: Materials and Magnetics. The Materials segment focuses on the operation of Mountain Pass, which produces refined rare earth oxides and related products, as well as rare earth concentrate products. The Magnetics segment is involved in the operation of Independence Facility, where the company began production of magnetic precursor products. The company was founded by James Henry Litinsky and Michael Rosenthal in 2017 and is headquartered in Las Vegas, NV.

MP Materials Corporation

MP is being discussed amid a broad rare-earth sector selloff and uncertainty over U.S.China negotiations and Chinese rare-earth shipments. Traders are split between near-term concerns about continued weakness and the longer-term case for U.S. supply-chain independence, government backing, and MPs magnet-production ramp.

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GE Stock Slides Despite Higher Guidance As Costs Rise, Insurance Business Swings To A Loss: CEO Says Company Continues To 'Build Momentum'

GEs earnings beat and raised outlook were met with a sharp selloff, prompting traders to question why strong demand has not translated into gains. The community attributes the reaction to selling after the report and concerns about rising costs, weaker cash conversion, and an insurance loss, while bulls argue the underlying demand and outlook remain strong.

The move appears tied to investor concerns about GE Aerospaces earnings quality despite a Q3 beat and higher 2026 guidance: free cash flow fell 14% to $2.0 billion, commercial engines and services margins declined amid mix and inflation pressures, and its insurance operations swung to a $210 million pretax loss.

GE Aerospace Turns To AI To Ease Engine Maintenance Bottlenecks

GE Aerospace cut technical-record processing time 25% with AI as broader maintenance improvements reduce engine turnaround times.read more...

GE Vernova Q3 Preview: Analyst Projects Orders Growth Of 44%

GE Vernova is likely to report strong Q3 growth in orders, up 44%, yet below consensus; BofA reiterates Buy.read more...

GE Aerospace Posts Record Q3 Results: Time to Buy the Dip?

GE Aerospace's record Q3 results and raised guidance highlight strong commercial engine demand, but does the stock's recent pullback and premium valuation present a buying opportunity?


GE (GE) Q3 2026 Earnings Call Transcript

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Why GE Aerospace Stock Dropped After Beating Earnings

Key PointsGE Aerospace grew sales briskly in Q3...

GE Aerospace Q3 Earnings Beat on Commercial Services Strength

GE's Q3 earnings surge 36% as orders jump 49%, commercial engine demand strengthens, and the company raises its 2026 profit and cash flow outlook.

GE Aerospace Raises 2026 Profit Outlook on Solid Demand, 49% Surge in Orders

GE Aerospace stock falls despite beating Q3 earnings estimates and raising its full-year 2026 outlook as cash flow declines.read more...

Dow Gains Over 200 Points; GE Aerospace Posts Upbeat Earnings

U.S. stocks mixed: Dow rose 0.43%, while Nasdaq and S&P 500 fell. GE raised its forecast; oil gained and gold declined.read more...

Pre-Markets Down, Housing Remains at Recessionary Levels

Single-family homes fell another -4.6% while Multi-family was worse: -6.7%. Mortgage rates were once again to blame.

GE Aerospace Q3 2026 Earnings Call Transcript

GE Aerospace (NYSE:GE) reported third-quarter financial results on Tuesday. The transcript from the company's third-quarter earnings call has been provided below.This transcript is brought to you by Benzinga APIs. Forread more...

$GE Q3 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of $2.25 up 35.54% YoY
• Reported revenue of $13.29B up 17.51% YoY

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GE Aerospace

 Q3 '26 Earnings Results & Recap

• Reported GAAP EPS of $2.25 up 35.54% YoY
• Reported revenue of $13.29B up 17.51% YoY

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Stocktwits Earnings

GE Aerospace is an American aircraft company, which engages in the provision of jet and turboprop engines, as well as integrated systems for commercial, military, business, and general aviation aircraft. The firm's portfolio of brands includes Avio Aero, Unison, GE Additive, and Dowty Propellers. It operates through the following segments: Commercial Engines and Services, Defense and Propulsion Technologies, and Corporate and Other. The Commercial Engines and Services segment is involved in the design, development, manufacturing, and servicing of jet engines for commercial airframes, as well as business aviation and aeroderivative applications. The Defense and Propulsion Technologies segment offers defense engines and critical aircraft systems. The Corporate and Other segment relates to corporate functions and operations costs. The company was founded by Thomas Alva Edison in 1878 and is headquartered in Evendale, OH.

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Extremely Bullish Sentiment

<ul class="summary-bullets"><li>GE’s orders rose 49% to $19.0 billion, while commercial services revenue increased 23% year-over-year.</li><li>The company raised its 2026 adjusted EPS forecast to&nbsp;8.00-8.10 and increased its operating profit and free cash flow outlooks.</li><li>In 2027, GE said it expects commercial services revenue to grow at a low-double-digit rate.</li></ul>GE Aerospace (GE) shares fell in early morning trade on Tuesday after the company beat third-quarter estimates and raised its 2026 outlook, marking at least the fourth consecutive time that the stock has dropped on a beat.&nbsp;“We delivered strong results this quarter as solid demand drove orders up 49%,” CEO H. Lawrence Culp Jr. said. He said the company continues to “build momentum.”GE Aerospace reported adjusted earnings per share of (EPS) was $2.25, above the $2.01 consensus estimate on Koyfin. Revenue came in at $13.3 billion, against Wall Street’s forecast of $12.88 billion. Orders rose 49% to $19.0 billion, and commercial services increased 23% year-over-year.<a href="https://stocktwits.com/symbol/GE">GE stock</a> edged 1.7% lower in pre-market trade on Tuesday amid weakness in the broader market.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261020_075844232_8c2a1f2a81.png" alt="koyfin_20261020_075844232.png" width="2400" height="1240"><figcaption>GE stock’s performance across its last four quarterly earnings beats. | Source: Koyfin.</figcaption></figure><h2 class="st-heading-2">GE Aerospace Raises 2026 Outlook On Strong Demand</h2>The company also hiked its outlook for 2026, forecasting adjusted EPS of $8.00 to $8.10, up from $7.65 to $7.85.&nbsp;It increased its operating profit guidance to $10.9 billion to $11.0 billion from $10.55 billion to $10.75 billion, and its free cash flow guidance rose to $9.1 billion to $9.4 billion from $8.9 billion to $9.2 billion.&nbsp;In 2027, GE said it expects commercial services revenue to grow at a low-double-digit rate, backed by a commercial services backlog above $170 billion.<h2 class="st-heading-2">Why Is GE Stock Falling Despite The Earnings Beat?</h2>Several cost pressures and weaker cash flow may help explain the muted market reaction. Sales discounts and allowances increased by $1.56 billion, primarily because of higher allowances for new engine installations and spare parts, as well as product durability reserves in the commercial engines and services business.Margins in that business fell 10 basis points, reflecting product mix and inflation. Free cash flow declined 14% to $2.0 billion.GE Aerospace’s insurance operations also reported a $210 million pretax loss, compared with a profit of $363 million a year earlier. The company said it expects supply chain constraints to continue affecting production and customer deliveries, while inflationary pressures are expected to persist.<h2 class="st-heading-2">How Is Retail Feeling About GE Stock?</h2>On Stocktwits, retail sentiment around GE Aerospace rose to ‘extremely bullish’ from ‘bullish’ territory over the past day.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_10_20_081523_a6ec91546b.png" alt="Screenshot 2026-10-20 081523.png" width="1262" height="688"><figcaption>GE stock retail sentiment on October 20 as of 7:45 a.m. ET | Source: Stocktwits</figcaption></figure>Retail traders on the platform agreed that the company had posted a positive report, but were divided on how GE stock would react once markets opened.<stembedurl>https://stocktwits.com/JasonCO50BPS/message/666897397</stembedurl><stembedurl>https://stocktwits.com/RMAW/message/666897065</stembedurl>GE stock has fallen around 3% this year, not accounting for the pre-market dip.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ai-trade-rotation-favors-mag-7-over-neoclouds-analysts-say-ahead-of-spcx-meta-nflx-results/cZxqt1KRBu8">AI Trade Rotation Favors Mag 7 Over Neoclouds, Analysts Say Ahead Of SPCX, META, NFLX Results</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

GE Aerospace logo is seen during defense industry exhibition in Kielce, Poland on September 3, 2024. 

GE Aerospace (GE) shares fell in early morning trade on Tuesday after the company beat third-quarter estimates and raised its 2026 outlook, marking at least the fourth consecutive time that the stock has dropped on a beat.

GE Stock Tumbles Despite Earnings Beat As Cost Pressures Margins, Cash Flow – But CEO Sees 'Momentum' Building

GE Aerospace reported third-quarter EPS of $2.25 and revenue of $13.3 billion, beating Wall Street’s estimates.

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Track GE stock price, charts, news and real-time market activity on Stocktwits. Join the GE message board to follow investor discussions, retail trader sentiment, bullish and bearish signals around GE Aerospace stock.

GE Stock Price Today - GE Aerospace News, Charts, Retail Sentiment

Hold rates steady

Cut 25 bps

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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Investors are frustrated that the stock keeps falling despite strong earnings beats, high demand, and raised guidance.

The stock is struggling to reclaim the key psychological $300 level as sellers consistently fade recent earnings gains.

Market sentiment remains wary of weak cash conversion and higher costs impacting profitability despite record backlogs.

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '26	$2.04	--	--	N/A
Q3 '26	$2.01	$2.25	12.04%	BEAT
Q2 '26	$1.91	$2.02	5.98%	BEAT
Q1 '26	$1.60	$1.86	16.29%	BEAT
Q4 '25	$1.43	$1.57	9.82%	BEAT

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GE Earnings

Latest Earnings Results: Q3 '26

Historical Earnings