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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 and marked its first profitable quarter since its IPO, with AI and compute growth driving much of the excitement. Traders celebrated the earnings-fueled rally and potential short squeeze, while others questioned the valuation and heavy AI spending; preliminary Tesla merger discussions and an upcoming share unlock also drew attention.

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

Netflix shares are under pressure after its quarterly profit beat expectations, but a softer fourth-quarter outlook and slowing revenue growth overshadowed the results; the company also lowered its advertising revenue forecast. Bears see growth and ad execution as key concerns, while bulls argue the selloff overstates the risk given the profitable quarter and share 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 Chinese orders for Nvidias export-compliant GPUs are renewing discussion of strong AI-chip demand, though traders are frustrated that the news has not translated into a stronger share-price response. The debate also reflects optimism about continued AI infrastructure spending after SpaceX and Super Micro updates, balanced by worries about valuations, financing, and whether that spending will generate returns.

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 fiscal Q1 update sharply raised its sales outlook and projected improved gross margins, citing stronger AI-platform demand. Bulls welcomed the upside surprise and speculated about short covering, while skeptics questioned whether the gains and improved margins would hold.

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

Bloom Energys upcoming Q3 earnings are the main focus, with traders debating whether results and guidance can justify its premium valuation after a sharp, volatile pullback. Bulls point to fuel-cell demand from AI data centers and recent power-project deals, while skeptics warn that expectations are high and the broader AI selloff could keep shares under pressure.

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 sharp rebound has traders focused on the anticipated 80th-event trigger and final analysis of its Phase 3 REGAL AML trial, with some also speculating about a buyout. The event count and trial results remain unconfirmed; bullish expectations of a major catalyst are countered by skepticism that the move is trading momentum without new data.

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

Traders are focused on potential DefenCath reimbursement upside after the HHS kidney-care plan highlighted barriers to financing dialysis innovation, which they see as support for CorMedixs request for a separate infection-prevention payment category. CMS action remains uncertain, and the discussion also weighs DefenCaths adoption and pricing against competition; REZZAYOs FDA priority review is another cited growth catalyst.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is being swept up in a semiconductor selloff as traders question the returns and financing behind AI infrastructure spending; Hock Tans casino remarks have added to skepticism. The community is split between dip-buyers pointing to continuing AI-chip demand and bearish traders focused on AVGOs weak performance, credit concerns, and the risk of further declines.

Tema ETF Trust - Tema Space Innovators ETF

Tema Space Innovators ETF

SpaceXs AI-driven revenue growth and first quarterly profit have drawn attention to NASAs sizable SpaceX exposure, but traders note the ETF is falling despite SpaceXs after-hours strength. The discussion is split between investors viewing the pullback and fresh lows as an accumulation opportunity and holders frustrated by the funds weakness and broader space-sector underperformance.

Sea Ltd. is an internet and mobile platform company, which engages in the provision of online gaming services. It operates through the following segments: Digital Entertainment, E-Commerce, and Digital Financial Services. The Digital Entertainment segment offers and develops mobile and PC online games. The E-Commerce segment manages a third-party marketplace through the Shopee mobile app and websites that connect buyers and sellers. The Digital Financial Services segment includes a variety of payment services and loans to individuals and businesses through SeaMoney. Sea was founded by Xiao Dong Li, Gang Ye, and Jing Ye Chen on May 8, 2009 and is headquartered in Singapore.

Sea Ltd - ADR

Traders are focused on Seas reported plans for a Monee fintech listing and a new AI cloud business, with the announcements coinciding with a sharp selloff. The community is split between seeing the moves as potential value creation and worrying about uncertainty, spending, and Shopee competition; some also view the decline as an oversold buying opportunity.

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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.

iShares Core S&P Small-Cap ETF

Solaredge Technologies Inc

Vanguard Information Technology ETF

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.

Current Price	$137.66
Prev Close	$135.82
Open	$136.05
Dividend Yield	N/A
50-Day Moving Average	$141.74
Beta	N/A
Avg. Volume	3.38M
PE Ratio	N/A

52-Week High	$150.69
52-Week Low	$112.00
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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