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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

A quarterly earnings beat, rapid growth in AI-compute revenue and an aggressive expansion outlook are driving attention, alongside preliminary discussions of a possible Tesla merger. Many traders are bullish on the growth story and anticipate further gains, while skeptics question the valuation, heavy spending and credibility of Musks ambitious forecasts.

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 update sharply raised its quarterly revenue and gross-margin outlook on stronger AI platform demand, driving a strong after-hours rally. Traders largely welcomed the results as evidence of improving business momentum and a possible short squeeze, while some questioned whether the gains would hold given the companys history of volatility and execution 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 earnings beat expectations, but a softer fourth-quarter outlook, slowing revenue growth, and a reduced advertising forecast have driven a sharp selloff. Traders are split between buying the dip on the companys profitability and buybacks, and warning that weaker growth and streaming competition could keep pressure on the shares.

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.

GE Aerospace

GE Aerospaces strong quarterly results and raised outlook are being overshadowed by a sharp selloff, extending traders frustration that earnings beats have not translated into gains. The debate centers on whether the decline is profit-taking and high expectations or reflects real concerns about cash flow, rising costs, supply constraints, and an insurance loss.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

CELHs move toward and briefly above the $30 level has traders focused on whether the stock can sustain a technical breakout, with some pointing to higher volume and others expecting another rejection. Pepsi buyout talk and hopes around earnings appear in the discussion, but remain speculation rather than 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 Q3 earnings beat was followed by a sharp selloff, as traders focused on slower procedure growth, a cautious outlook and planned da Vinci pricing cuts, alongside a one-time antitrust settlement. Some investors view the reaction as excessive given continued business growth, while others see the growth and pricing pressures as reasons for caution.

Disc Medicine, Inc. is a clinical-stage biopharmaceutical company, which engages in the discovery, development, and commercialization of treatments for hematologic diseases. It assembles a portfolio of clinical and preclinical product candidates that aim to modify fundamental biological pathways associated with the formation and function of red blood cells, specifically heme biosynthesis and iron homeostasis. The company was founded in October 2017 and is headquartered in Watertown, MA.

Disc Medicine Inc

Disc Medicine shares drew attention after bitopertin met all primary and secondary endpoints in the Phase 3 APOLLO trial, supporting a planned FDA resubmission. Traders are now debating the dilutive effect of the upsized public offering, priced below the recent trading level, against the added funding for development and potential commercialization.

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia, and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Lam Research Corp.

Lam Research is in focus ahead of its quarterly earnings report, with traders watching guidance and semiconductor-equipment demand amid a sharp pullback. The debate is split between buyers treating weakness and support levels as an opportunity and bears concerned about further sector pressure and high expectations.

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 Phase 3 REGAL AML trial reaching its 80-event final-analysis trigger; the last disclosed count was 78, and traders are also watching for SLS009 updates. Some interpret the CEOs next chapter remarks and the companys ASH presence as possible buyout or partnership clues, while skeptics note there is no confirmed deal or trial result and view the rally as speculative.

Fabrinet engages in the provision of optical packaging and precision optical, electro-mechanical, and electronic manufacturing services to original equipment manufacturers (OEMs). The firm's services include process design and engineering, advanced optical packaging, printed circuit board assembly and test, new product introduction, supply chain and inventory management, and customized glass and crystal optics fabrication. The company was founded by David Thomas Mitchell on August 12, 1999 and is headquartered in George Town, Cayman Islands.

Fabrinet

Fabrinets sharp selloff despite an earnings beat and upbeat outlook is driving discussion, with traders pointing to weak free cash flow, heavy investment and working-capital needs as possible concerns. Others see the drop as an overreaction, citing continued AI data-center and optical-connectivity demand and debating whether the stock is oversold.

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Strategy Pushes Back Against MSCI Index Exclusion Proposal, Calls Rules ‘Discriminatory’ 

Equity

In a letter to MSCI, Strategy asked MSCI to withdraw its newly proposed index eligibility framework.


Why Is INTU Stock Rising Today?

Intuit announced a deal to acquire Sequence, whose platform automates the quote-to-revenue process, covering everything from pricing and customer contracts to invoicing, collections, and revenue recognition.

Oracle Proposes Up To $55M In Annual Power Bill Credits, Reaffirms Bloom Energy's Role At Project Jupiter

The proposed agreement with El Paso Electric would require Oracle to pay $10 million annually for 10 years, even if electricity usage falls below contracted levels.

ADBE Stock Tumbles After Double Downgrade – Adobe Must Nearly Double New Recurring Revenue To Hit Targets, Wells Fargo Says

Wells Fargo downgraded the stock to 'Underweight’ from ‘Equal Weight’ and cut its price target to $225 from $270.


CRM Stock Gains After Salesforce Acquires AI Startup Loops, BofA Double Upgrade 

BofA analyst Tal Liani upgraded Salesforce to ‘Buy’ from ‘Underperform’, and lifted the price target to $285 from $160.


CRWD Stock’s New Target Implies 18% Upside Potential – Needham Cites Growth From CrowdStrike's Flex Subscription Model 

Needham raised its CrowdStrike price target to $310 from $250, maintaining a ‘Buy’ rating.


Why Did IOVA, ABCL, CRWD Stocks Surge To 52-Week Highs Today? 

The rallies were driven by expanding opportunities tied to biotechnology and artificial intelligence. 


TEAM Stock Rallied Over 120% In 3 Months: Atlassian CEO Says If AI Can Replace You, 'You Have A Relatively Simple Business'

Mike Cannon-Brookes says enterprise complexity and human creativity will keep AI from simply replacing SaaS platforms.


3 Software ETFs to Buy as the SaaSpocalypse Bottoms Out 

IGV's sharp rebound signals the SaaSpocalypse is almost over, as AI adoption and strong software earnings revive the sector's recovery.

BlackBerry Q2 Earnings Show ‘Profitable Growth Model Is Working,’ CEO Says 

QNX revenue rose 27% year over year to $80.3 million, marking a record quarter for the automotive software business.


iShares Trust - iShares Expanded Tech-Software Sector ETF

Bullish Sentiment

<ul class="summary-bullets"><li>The proposal would assess companies using operating assets and five financial ratios.</li><li>Strategy stated that MSCI has not clearly defined what constitutes an operating company.</li><li>It also pointed out that its methodology does not align with established accounting frameworks.</li></ul>Shares of Michael Saylor-backed Strategy (MSTR) fell in midday trading on Friday, reversing Thursday’s gains, after MSCI announced it would adopt a new approach to screening companies for its global benchmark indexes that could put the Bitcoin (BTC) treasury firm’s index membership at risk.Strategy on Friday responded to the change in rules, urging MSCI to withdraw the proposal. It said that the new methodology repackages an earlier, abandoned effort to exclude companies whose digital-asset holdings account for at least 50% of their total assets.“The proposal, like the 2025 proposal that MSCI withdrew, is discriminatory, arbitrary, and misguided,” Strategy wrote in a letter to MSCI’s Equity Index Committee. The company said the changes would have little effect on its business but could damage MSCI’s reputation as a neutral index provider.<a href="https://stocktwits.com/symbol/MSTR">MSTR stock</a> fell over 6% in midday trade. On Stocktwits, retail sentiment around the firm has been trending in ‘bearish’ territory for almost three months.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_10_16_114658_fb9c209a0f.png" alt="Screenshot 2026-10-16 114658.png" width="1260" height="692"><figcaption>MSTR stock retail sentiment on October 16 as of 11:30 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Strategy Challenges MSCI’s Definition Of An ‘Operating Company’</h2>MSCI’s revised methodology would screen companies using measures of operating assets and five financial ratios, rather than relying on the previous proposal’s digital-asset ownership threshold. The updated framework is scheduled to take effect with the November index review.According to Strategy’s letter, MSCI’s proposed distinction between operating and non-operating assets relies on undefined terms that are not established under generally accepted accounting principles or International Financial Reporting Standards.It added that the proposed screen would disproportionately affect digital-asset treasury companies, despite being presented as a broader, industry-neutral policy.&nbsp;Strategy currently has 848,250 Bitcoin on its balance sheet, worth around $69 billion at&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s current price</a> of over $81,300. BTC fell around 1.25% in the last 24 hours. Retail sentiment around the apex cryptocurrency trended in ‘bearish’ territory over the past day.&nbsp;<h2 class="st-heading-2">What Does Strategy Want?</h2>The company asked MSCI to withdraw the proposal or revise it with clear definitions, objective criteria and prospective implementation. It also called for the index provider to publish its consultation record and explain the rationale behind its proposed thresholds.MSCI is expected to publish a list of potentially affected companies on Nov. 11.In a note to investors cited by TheFly, Cantor Fitzgerald raised its price target on MSTR stock to $208 from $186 and reiterated an ‘Overweight’ rating.&nbsp;The firm said fintech and digital-asset companies had largely calibrated third-quarter (Q3) expectations well, while resilient consumer spending had provided a supportive backdrop despite macroeconomic uncertainty.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ai-stock-sell-off-could-catch-bearish-investors-off-guard-in-right-tail-risk/cZxKRsrRBsX">AI Stock Sell-Off Could Catch Bearish Investors Off Guard In ‘Right Tail Risk’, But Wall Street Feels Broader Market Signals Are Holding Up</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

MicroStrategy CEO Michael Saylor speaks at the Bitcoin 2021 Convention. (Photo by Joe Raedle/Getty Images)

Shares of Michael Saylor-backed Strategy (MSTR) fell in midday trading on Friday, reversing Thursday’s gains, after MSCI announced it would adopt a new approach to screening companies for its global benchmark indexes that could put the Bitcoin (BTC) treas

Strategy Pushes Back Against MSCI Index Exclusion Proposal, Calls Rules ‘Discriminatory’

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