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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 earnings beat, first quarterly profit since its IPO, and surging AI-compute business are driving attention, with traders also focused on plans for much heavier data-center investment. Bulls see accelerating demand and growth potential, while skeptics question the valuation, spending plans, and ambitious revenue outlook; upcoming share unlocks are another concern.

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 Q1 update, citing stronger AI-platform demand, raised its revenue outlook well above prior guidance and projected higher gross margins, driving a sharp rally and renewed optimism about AI-server demand. Traders debated whether the improvement can be sustained, with some highlighting the companys execution and credibility concerns and the stocks history of volatile moves.

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 earnings expectations, but softer fourth-quarter guidance and slower revenue growth overshadowed the solid quarter and pressured the shares. Traders are divided between concerns about fading growth, advertising execution and streaming competition, and views that the selloff is overdone given the companys profitability.

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

Tesla and SpaceX have formed committees to explore a potential merger, fueling bullish deal speculation while skeptics note that no agreement is in place and shareholder approval would be required. Traders are also positioning around Teslas quarterly earnings, with debate over whether results can support the recent strength.

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 moving with the volatile AI neocloud trade; traders linked a sharp rebound to SpaceXs upbeat comments on strong compute demand and constrained capacity. That optimism is tempered by concerns about funding and CoreWeaves debt exposure, with some viewing the bounce as relief rather than a confirmed trend reversal.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Loop Capitals downgrade of Apple to Hold, citing weaker iPhone shipment-recovery prospects and rising memory costs, is driving discussion alongside broader concerns about valuation and slowing demand ahead of earnings. Bearish traders see further downside, while bulls argue that strong iPhone Duo preorder demand and the stocks resilience offset the analyst concerns.

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.

Myriad Genetics agreement to sell its prenatal testing business to Labcorp for cash is driving the sharp move, with traders viewing the proceeds as a way to strengthen the balance sheet and fund its cancer-testing business. The reaction is divided: bulls welcome the cash and strategic focus, while skeptics worry that divesting a revenue-generating unit leaves the remaining business with lower revenue and unresolved debt and execution risks.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is drawing attention amid a sharp selloff in AI-infrastructure and neocloud stocks, with traders focused on funding risks and whether the company can deliver its planned AI capacity. Co-CEO Daniel Roberts comments that the data centers were funded with cash and carry no debt reassured some investors, while others remain concerned about the sectors financing outlook, execution, and IRENs relative weakness.

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

Reports of large Chinese orders for export-compliant Nvidia GPUs are drawing attention, with demand reportedly outstripping planned supply. Traders see the orders as evidence of resilient demand but debate why the shares remain weak amid broader concerns about AI spending, financing, and semiconductor-sector volatility.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerrys QNX royalty backlog reaching a record level after strong growth is driving attention, with traders linking the update to demand for automotive and embedded software, including Alloy Kore. Bulls see it as evidence of future growth, while skeptics stress that estimated backlog is not the same as near-term recognized revenue and question when it will translate into results.

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Illumina To Webcast Upcoming Investor Conference

Illumina To Webcast Upcoming Investor Conference Illumina To Webcast Upcoming Investor ConferencePR NewswireSAN DIEGO, Oct. 20, 2026 SAN DIEGO, Oct. 20, 2026 /PRNewswire/ -- Illumina, Inc. (NASDAQ: ILMN) today announced that members of its management team will participate at the following investor...

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Illumina releases SpliceAI2 to help advance rare disease research Illumina releases SpliceAI2 to help advance rare disease researchPR NewswireSAN DIEGO, Oct. 8, 2026In a rare disease research dataset, SpliceAI2 identified 17% more disease-relevant variants compared to other splicing...

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REGN or ILMN: Which Is the Better Value Stock Right Now?

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Investors need to pay close attention to ILMN stock based on the movements in the options market lately.

Illumina, Inc. engages in the development, manufacturing, and marketing of life science tools and integrated systems for large-scale analysis of genetic variation and function. The company was founded by David R. Walt, John R. Stuelpnagel, Anthony W. Czarnik, Lawrence A. Bock, and Mark S. Chee in April 1998 and is headquartered in San Diego, CA.

Illumina Inc

Bloom Energy’s S&P 500 Entry Could Bring A New Wave Of Buyers, Says Clear Street — Projects 20% Upside In BE Stock

Equity

Extremely Bearish Sentiment

<ul class="summary-bullets"><li>Clear Street raised BE’s price target to $330 from $290, and maintained a ‘Buy’ rating, according to The Fly.</li><li>The firm expects the S&amp;P 500 addition to attract more institutional investors, including mutual funds and passive exchange-traded funds that track the index.</li><li>UBS called BE’s S&amp;P 500 inclusion a ‘significant positive catalyst.’</li></ul>Bloom Energy (BE) shares were in focus Tuesday after S&amp;P Dow Jones Indices said the fuel-cell power company will join the S&amp;P 500.&nbsp;According to Wall Street, this could open the door to a new wave of passive buying. Bloom will enter the index, along with <a href="https://stocktwits.com/symbol/ILMN">Illumina (ILMN)</a> and <a href="https://stocktwits.com/symbol/P">Everpure (P)</a>, before trading begins on September 21. The <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://press.spglobal.com/2026-09-04-Bloom-Energy,-Illumina,-and-Everpure-Set-to-Join-S-P-500-Others-to-Join-S-P-100,-S-P-MidCap-400,-and-S-P-SmallCap-600?">changes</a>, part of S&amp;P’s quarterly rebalancing, are meant to ensure that each index better reflects its market-capitalization range.At the time of writing,&nbsp;<a href="https://stocktwits.com/symbol/BE">BE stock</a> gained around 9% and is on track to post its fifth straight session of gains.<h2 class="st-heading-2">Wall Street Sees More Passive Buying</h2>Clear Street raised its price target on Bloom to $330 from $290 and maintained a ‘Buy’ rating, according to The Fly. The new target represents roughly 20% upside.The firm expects the S&amp;P 500 addition to attract more institutional investors, including mutual funds and passive exchange-traded funds that track the index. Clear Street also pointed to Bloom’s strong order momentum.UBS analyst Manav Gupta also raised the stock’s target to $325 from $300 while maintaining a ‘Buy’ rating. Gupta called the inclusion a “significant positive catalyst,” noting that S&amp;P 500 additions have historically driven meaningful increases in passive ownership.BE has a 12-month consensus price target of $276.05. Fifteen of the 29 analysts covering the stock have a ‘Buy’ rating, 12 have a ‘Hold’ rating, and two have rated it ‘Sell,’ according to Koyfin.&nbsp;&nbsp;<h2 class="st-heading-2">BE’s Growing Pipeline</h2>The index addition comes as Bloom builds out its AI data-center power pipeline. In June, Bloom and Brookfield <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://investor.bloomenergy.com/press-releases/press-release-details/2026/Brookfield-and-Bloom-Energy-Expand-AI-Infrastructure-Partnership-to-25-Billion-Fivefold-Increase-to-Build-and-Finance-Rapid-Power-for-AI-Infrastructure/default.aspx">expanded</a> their AI infrastructure partnership from $5 billion to $25 billion to finance fuel-cell power projects for AI infrastructure globally.Bloom also said in August that its AI infrastructure business had grown to nearly two dozen customers representing about 250 megawatts of contracted capacity.In the second quarter (Q2), Bloom reported a record quarterly revenue, topping $1 billion for the first time. The company also raised its fiscal 2026 revenue outlook to $3.9 billion to $4.2 billion, representing about 100% growth at the midpoint.<h2 class="st-heading-2">Retail Remains Bullish On BE</h2>Retail sentiment surrounding BE on Stocktwits remained ‘bullish’ over the past 24 hours, amid a 310% increase in message volumes.One user expects the stock to encounter resistance at $279 and $290.<stembedurl>https://stocktwits.com/undefeatedchamp/message/663783560</stembedurl>BE shares have surged around 217% so far in 2026.Also read: <a href="https://stocktwits.com/news-articles/markets/equity/cathie-wood-s-biotech-bet-intellia-secured-an-fda-priority-review-for-rare-genetic-disorder-therapy-retail-sees-upside-in-ntla-s-platform/cZt3Cd9RJUn">Cathie Wood’s Biotech Bet Intellia Secured An FDA Priority Review For Rare Genetic Disorder Therapy – Retail Sees Upside In NTLA’s Platform</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Bloom Energy logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Bloom Energy is set to join the S&P 500 before trading begins on September 21.

Bloom Energy Corp - Ordinary Shares - Class A

Everpure Inc

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

ILMN Stock Price Today - Illumina Inc 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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$ILMN $BSX is now my next 4-8 X 🎯 in next 2-5 Years. Now at 5 years low. Big disconnect between LT growth and the  sentiment. Bottom forming with rising 50 DMA👀.Even  with  the cyber attack and 10-year treasuries rise not much downside  if an,  but LT upside is huge . Holding 22K shares 44 average and patiently waiting for the payday.Not a financial advice just my own observation

Mstan

$ILMN  i should have fucking bought more at $100.BUT this one going much higher. With the help of AI they will find many cures

$ILMN  president Trump to talk to Putin about the plague death in Siberia. This is very serious  bacteria.  All the genetics  and vaccines stocks will recover tomorrow.

$ILMN ranks #1 of 13 in Laboratory Analytical Instruments on the quality momentum scanner right now

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