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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.

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.

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.

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 FDA accepted CorMedixs REZZAYO filing for priority review for prevention of invasive fungal disease, with a target decision in Q1 2027; traders see the potential label expansion as a major growth opportunity but note that approval is not assured. The community is divided between optimism about the expanded use and frustration that the news has had little effect on the share price, alongside continuing concerns about DefenCaths reimbursement and adoption.

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 all-cash agreement to acquire Braze at a substantial premium drove the sharp share-price jump. Traders celebrated the buyout while debating the remaining merger-arbitrage spread and lengthy closing process, with some also weighing analyst downgrades and concerns about the deal valuation.

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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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 launches BioInsight Platform, its first unified software environment to help accelerate genomic and multiomic breakthroughs

Illumina launches BioInsight Platform, its first unified software environment to help accelerate genomic and multiomic breakthroughs Illumina launches BioInsight Platform, its first unified software environment to help accelerate genomic and multiomic breakthroughsPR NewswireSAN DIEGO, Oct. 14...

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Illumina to Announce Third Quarter 2026 Financial Results on Thursday, October 29, 2026 Illumina to Announce Third Quarter 2026 Financial Results on Thursday, October 29, 2026PR NewswireSAN DIEGO, Oct. 8, 2026SAN DIEGO, Oct. 8, 2026 /PRNewswire/ -- Illumina, Inc. (NASDAQ: ILMN) announced today that...

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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?

REGN vs. ILMN: Which Stock Is the Better Value Option?

Is the Options Market Predicting a Spike in Illumina Stock?

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

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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.

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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