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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 strong quarterly results, rapid growth in its AI compute business, and Musks ambitious revenue outlook fueled bullish enthusiasm. Traders also questioned the valuation and heavy capital spending, with some skeptical that the growth projections are achievable.

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

Netflixs quarterly results beat profit expectations, but a softer Q4 outlook and a lower advertising revenue forecast have fueled a selloff amid concerns about slowing growth. Bears see deeper issues with ad execution, engagement and competition, while some bulls view the reaction as overdone given the companys profitability and buybacks.

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 Alibaba, ByteDance and Tencent for Nvidias export-compliant GPUs have focused attention on Chinese demand despite U.S. restrictions and reported supply limits. Traders also cite strong AI infrastructure spending, including SpaceXs results, as bullish support, while others question whether the spending can earn adequate returns and note Nvidias muted share-price reaction.

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.

Fervo Energy Co. operates as a energy company. It builds and operates power facilities in extracting geothermal energy. The company was founded by Jack Norbeck and Timothy Latimer in 2017 and is headquartered in Berkeley, CA.

Fervo Energy Co. - Ordinary Shares - Class A

Fervo Energy Co

FRVO is under pressure amid a sharp selloff and debate over a bearish Morpheus Research report questioning Fervos geothermal performance, including water recovery and project economics; some traders also cite analyst rating cuts and transmission constraints. Bulls dispute the report and point to Cape Stations commercial operation and Google power agreement, while skeptics say execution and scalability remain unproven.

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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HD Stock Gains On Q2 Beat: Home Depot Reaffirms Guidance, CFO Says Tariff Refunds Help 'Maintain Value'

Equity

CFO Richard McPhail told CNBC that the company continues to operate in “frozen housing market conditions,” with consumers still holding back on larger projects.

CMG Stock Jumps Overnight: Honey Chicken, Chipotlanes And AI Fuel Fresh Growth Hopes 

Chipotle Mexican Grill raised its 2026 comparable sales growth outlook to low single-digit range.


BlackRock Announces Product Updates

BlackRock has one of the most comprehensive investment platforms in the industry, providing investors with choice to meet their individual needs. Investors continue to turn to BlackRock to unlock the full potential of their portfolios, as evidenced by nearly $2 trillion of net inflows in the past...

HD Stock Gains Despite Q4 Sales And EPS Decline – What Happened?

Home Depot’s Q4 sales fell 3.8% to $38.20 billion, but came above analysts’ estimates of $38.03 billion, according to Fiscal.ai data.

What's Brewing for Starbucks After Mixed Q4 Earnings? ETFs in Focus

Starbucks brews up mixed Q4 results as sales rise but profits cool, with its turnaround plan showing early signs of revival.

Retail Sales Show Resilience in July: Sector ETFs in Focus 

U.S. retail sales rose 0.5% in July, with strength in autos, furniture, online, clothing and health stores driving gains across sectors. One can tap ETFs like ONLN, XRT, IEDI and IHF. 

DraftKings Stock Rises On Raised Outlook Despite Q4 Earnings Miss: Retail Predicts Growth

DraftKings has increased the midpoint of its fiscal year 2025 revenue guidance.

DraftKings Stock Rises Ahead of Q4 Earnings Amid Friendlier Sports Betting Environment: Retail’s Upbeat

Sentiment on Stocktwits remained ‘bullish’ compared with a week ago.

​​DraftKings Stock Dips On Maryland Tax Proposal: Retail Mood Sours

On Stocktwits, retail sentiment on the stock was ‘extremely bearish’ compared to ‘bearish’ a week ago.

DraftKings Stock Slips Over Tighter Regulatory Scrutiny, Reported Lawsuit: Retail’s Bearish

According to a Bloomberg report, the company faces a Federal lawsuit over video viewing and video game-playing information it shared of its users on third-party platforms

iShares U.S. ETF Trust - iShares U.S. Consumer Focused ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Home Depot reported fiscal second-quarter earnings and revenue above Wall Street estimates.</li><li>Home Depot reaffirmed its fiscal 2026 guidance, including sales growth of 2.5% to 4.5% and an operating margin of 12.4% to 12.6%.</li><li>The company said tariff refunds are “expected to partially offset unplanned fuel, energy, and other product input costs.”</li></ul>Shares of Home Depot (HD) gained in pre-market trade on Tuesday after the company’s second-quarter earnings and revenue beat Wall Street expectations and it announced the nationwide rollout of ‘Express Delivery’.The company reported earnings per share (EPS) of $4.92, beating analysts’ expectations of $4.73 per share, as per Koyfin data. Revenue came in at $47.86 billion, also ahead of the $47.27 billion consensus estimate.Home Depot also reaffirmed its fiscal 2026 outlook. The company continues to expect total sales growth of 2.5% to 4.5% for the year, with operating margin between 12.4% and 12.6%.Home Depot said its guidance includes tariff refunds that are “expected to partially offset unplanned fuel, energy, and other product input costs.” In a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/08/18/home-depot-hd-q2-2026-earnings.html">report</a>, Chief Financial Officer Richard McPhail said those refunds are allowing the company to “maintain value” despite higher costs in other areas.<a href="https://stocktwits.com/symbol/HD">HD stock</a> gained 1.8% in pre-market trade despite weakness in the broader market amid escalating tensions between the U.S. and Iran, especially over the Strait of Hormuz.&nbsp;<h2 class="st-heading-2">‘Frozen Housing Market Conditions’ Prevented Guidance Hike</h2>McPhail said the company continued to operate in “frozen housing market conditions.” Higher mortgage rates, limited housing turnover and economic uncertainty have continued to weigh on large home-improvement projects, particularly those tied to home purchases.McPhail said uncertainty across the broader economy contributed to the decision to maintain the existing outlook. He also said the company’s customers remain “a healthy cohort,” although demand for larger projects has not yet recovered.Alongside its earnings report, Home Depot announced the nationwide rollout of ‘Express Delivery’, allowing customers to receive items within three hours without a subscription or membership.<h2 class="st-heading-2">Will HD Stock Hold Onto Gains?</h2>HD stock was among the top trending tickers on Stockwits at the time of writing, with retail sentiment around the home improvement brand trending in ‘extremely bullish’ territory over the past day. Chatter remained at ‘high’ levels, with platform data showing a message volume uptick of over 1,000% in the last 24 hours.While most retail investors were bullish, some questioned whether the gains would hold once regular trading began. One trader said that higher interest rates and fuel prices could pressure the stock and pointed to Home Depot’s decision to reaffirm rather than raise its guidance.<stembedurl>https://stocktwits.com/Tb516/message/662147855</stembedurl>HD stock has fallen 1.6% this year and nearly 15% in the last 12 months.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/bitcoin-holds-64k-while-crypto-stocks-slide-btc-losing-ground-to-the-s-and-p-500/cZYces3RJSy">Bitcoin Holds Near $64K, While Crypto Stocks Slide – Glassnode Says BTC Is Losing Ground To The S&amp;P 500</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The entrance to a Home Depot store is seen on May 11, 2026 in San Diego, CA.

Home Depot, 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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