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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 topped expectations and marked its first profit since its IPO, with rapid growth in its AI-compute business and plans for heavy infrastructure spending driving attention. Many traders welcomed the growth and outlook, while others questioned the valuation, spending and share-unlock risk; discussion of a possible Tesla merger added speculation, but no deal is assured.

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 and gross-margin outlook, citing stronger AI-platform demand, sparking a surge in shares. Traders largely welcomed the update as evidence of robust AI-server demand and anticipated short covering, while some questioned whether the gains would hold given the companys execution and credibility 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 earnings beat was overshadowed by softer fourth-quarter guidance, slowing revenue growth and a reduced advertising outlook, prompting a sharp selloff. Traders are debating whether the drop reflects worsening growth prospects or an overreaction to the outlook, with some pointing to continued profitability as a reason to buy the dip.

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 rebound is drawing attention amid confirmed formation of special committees to explore a potential SpaceX merger, though Musk said a deal is uncertain and would require shareholder support. Traders are split between enthusiasm over possible synergies and skepticism about the terms and timing, while positioning around Teslas Q3 earnings adds volatility.

SK hynix, Inc. engages in the design, manufacture, and sale of semiconductor products. Its products include dynamic random access memory, not-AND flash memory, and multi-chip package. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is being swept up in a sharp memory-chip and Korean-market selloff, with traders citing KOSPI weakness, foreign selling, and fears about Chinese competition and the durability of the AI-driven memory cycle. Bulls argue the decline is excessive given strong memory demand and low valuations, while bears see further downside risk from cyclical and oversupply concerns.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Q3 earnings expectations dominate, with traders debating whether results and guidance can support Bloom Energys premium valuation after a sharp pullback. Bulls point to fuel-cell demand from AI data centers, while skeptics cite valuation risk and broader weakness in AI-related stocks.

Myriad Genetics, Inc. is a molecular diagnostics and precision medicine company committed to advancing health and well-being for all. It develops and commercializes molecular tests that help patients and providers uncover genetic insights. The company was founded by Walter A. Gilbert, Mark H. Skolnick, and Peter D. Meldrum in May 1991 and is headquartered in Salt Lake City, UT.

Myriad Genetics, Inc.

Myriads sharp rally is driven mainly by its agreement to sell its prenatal testing business to Labcorp for $210 million in cash plus inventory value, which traders view as a major cash infusion and a shift toward oncology. Bulls see the deal as a balance-sheet and strategic positive, while skeptics argue that selling a revenue-generating unit leaves a smaller business with ongoing debt and execution concerns.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

The FDAs acceptance of REZZAYOs supplemental application for Priority Review is drawing attention, with traders focused on a possible expansion into invasive-fungal-disease prevention and the pending FDA decision. Optimism about that opportunity is tempered by concerns over DefenCath reimbursement and adoption, management execution, and the stocks muted response to positive developments.

Braze, Inc. operates a customer relationship management platform for mobile applications. Its application combines messaging, audience segmentation, analytics and user support in a single integrated solution. The firm offers push notifications, email, in-app messages, and news feed services. The company was founded by Mark Ghermezian, William Magnuson, and Jonathan Hyman on March 28, 2011 and is headquartered in New York, NY.

Braze Inc - Ordinary Shares - Class A

Braze Inc

Salesforces agreed cash acquisition of Braze at a substantial premium is driving the sharp share-price surge, with traders celebrating the buyout while weighing the remaining merger-arbitrage spread and the long wait for the deal to close. Analysts post-deal downgrades have also prompted discussion, though some view the transaction as a win for shareholders and a potential boost to software-sector deal activity.

Rapport Therapeutics, Inc. engages in the discovery and development of transformational small molecule medicines for patients suffering from central nervous system disorders. It develops the RAP (receptor associated proteins) technology platform. The company was founded by Steven M. Paul and David Bredt in February 2022 and is headquartered in Boston, MA.

Rapport Therapeutics Inc.

Rapport Therapeutics Inc

Rapports RAP-219 Phase 2 trial in acute bipolar mania met its primary and secondary endpoints, prompting a burst of bullish interest. Traders are divided over whether the efficacy is strong enough to outweigh concerns about agitation and higher treatment discontinuations, with the initial rally fading amid profit-taking and short-selling.

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SEDG Stock Slides After Deutsche Bank Tags It A Short-Term Sell

Equity

Deutsche Bank analyst Corinne Blanchard said elevated interest rates are weighing on SolarEdge products’ U.S. demand and sees risk to fourth-quarter and 2027 earnings.

ACAD Stock Clocks Worst Day In 2 Years After Alzheimer’s Psychosis Drug Misses Main Goal — Citi Cuts Drug’s Success Odds To 20%  

Citi’s Yigal Nochomovitz trimmed his price target to $33 from $40 and kept a Buy rating following the company’s update.


KMX Stock Edges Higher: CarMax Shares Bounce As 145 Corporate Jobs Go Ahead Of Q2 Report

The company has cut 145 jobs or 4% of its corporate staff, The Wall Street Journal reported. 


AMRX Stock Advances As Generic To Ipsen’s Hormone Shot Gets FDA Nod 

The Food and Drug Administration (FDA) cleared a 120-milligram prefilled syringe that copies Ipsen’s Somatuline Depot, a long-acting under-the-skin injection.


WEN Stock Drops After Meritage Files For Bankruptcy — Will More Stores Close Next?  

One of Wendy’s franchisees, operating 314 Wendy’s restaurants across 15 states, or about 5% of Wendy’s U.S. system, filed a voluntary Chapter 11 petition on Thursday. 


Should iShares Core S&P Small-Cap ETF (IJR) Be on Your Investing Radar?

American Eagle Drops Big Ad Campaigns, Chases the Checkout 

American Eagle posted a quarterly profit beat that leaned on a $161 million tariff refund on Wednesday. 


Why Is KNTK Stock Up 5% After-Hours? 

People familiar with the matter told Bloomberg that Kinetik is in the early stages of exploring alternatives and is working with advisers to prepare a potential sale process. 


TGTX Stock On Track For Best Day In 3.5 Months Amid Fresh Buyout Rumors 

The mergers and acquisitions-focused blog Betaville published an alert on Friday signaling fresh interest from an unnamed suitor for TG Therapeutics, Seeking Alpha reported.


IJR, PTGX, PAYC, FORM: ETF Outflow Alert

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares Core S&P Small-Cap ETF (Symbol: IJR) where we have detected an approximate $155.1 million dollar outflow -- that's a 0.1% decrease week...

iShares Trust - iShares Core S&P Small-Cap ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Blanchard wrote that core revenue growth in coming quarters is likely to run softer than expected because of U.S. market conditions, though European trends, particularly in storage, could offset part of that weakness.&nbsp;</li><li>Deutsche has a ‘Hold’ rating and a $34 price target on SEDG.&nbsp;</li><li>Separately, Barclays lowered its price target on SolarEdge to $36 from $37 and maintained an ‘Equal Weight’ rating.</li></ul><p>Shares of SolarEdge Technologies (SEDG) fell on Wednesday after Deutsche Bank labeled the stock a short-term sell idea, citing softer U.S. demand and risk to later-year earnings.</p><p>The shares were down about 5% at the time of writing, trading near $32.30.</p><h2 class="st-heading-2">Deutsche Bank’s Tactical Call On SEDG</h2><p>The decline followed a research note from Deutsche Bank analyst Corinne Blanchard, who placed a “Catalyst Call: Sell” on SolarEdge as a short-term investment idea. The firm kept a ‘Hold’ rating and a $34 price target. Blanchard wrote that core revenue growth in coming quarters is likely to run softer than expected because of U.S. market conditions, though European trends, particularly in storage, could offset part of that weakness.</p><p>She said elevated interest rates are weighing on U.S. demand and sees risk to fourth-quarter and 2027 earnings. Deutsche Bank’s fourth-quarter 2026 revenue estimate sits about 2% below consensus, and its 2027 revenue projection is about 5% below. Blanchard pointed to the company’s third-quarter report, expected around Nov. 4, and the RE+ conference on Nov. 16–19 as points where guidance and industry commentary could reset expectations.</p><p>Separately, Barclays lowered its price target on SolarEdge to $36 from $37 and maintained an ‘Equal Weight’ rating. The firm said the company’s safe-harbor disclosures give greater visibility into revenue heading into the third-quarter report.</p><h2 class="st-heading-2">A Recovery With Limits</h2><p>SolarEdge designs power optimizers, inverters and related storage products for solar installations. Second-quarter results released in August showed revenue of $346.2 million, up about 20% from a year earlier. On an adjusted basis, the company posted operating income of $10.2 million and diluted earnings of $0.05 a share.</p><p>Management guided third-quarter revenue to $310 million to $340 million and reiterated that range at a Sept. 10 investor day, where it also discussed an 800-volt direct-current powertrain aimed at data centers. The company has said it assumes fourth-quarter revenue will be slightly below the third quarter on seasonality, though that is not formal guidance.</p><p>On investor day, management also set a 2029 target of $2.4 billion in revenue and a 35% gross margin, with about $1.8 billion from the core solar business and $600 million from AI-factory power products. It also said key residential and commercial customers had signed $1.7 billion of firm delivery commitments for 2027 through mid-2030.</p><h2 class="st-heading-2">How Did SEDG Retail Traders React?</h2><p>On Stocktwits, retail sentiment around <a class="mention" data-mention="$SEDG" data-symbol-id="SEDG" href="https://stocktwits.com/symbol/SEDG" target="_blank">SEDG stock</a> stayed within bearish territory over the past 24 hours, while message volume started at normal levels.</p><p>SEDG stock has gained 12% year-to-date.&nbsp;</p><p>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/qxo-hits-fresh-52-week-lows-on-soft-residential-roofing-demand/cZDv1YIRBZT">QXO Hits Fresh 52-Week Lows On Soft Residential Roofing Demand</a></p><p>For updates and corrections, email newsroom[at]stocktwits[dot]com.</p>

A visitor inspects products at the SolarEdge booth during the event at The Queen Sirikit National Convention Center, in Bangkok, Thailand.

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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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