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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 earnings beat, first profit since its IPO, and sharp growth in AI-compute revenue have fueled bullish reactions and short-squeeze chatter. Traders are also debating whether the growth outlook justifies the valuation given heavy AI infrastructure spending.

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, citing stronger AI-platform demand, lifted its revenue outlook and projected higher gross margins than its prior guidance. Traders reacted bullishly and discussed possible short covering, while some questioned whether the stronger demand and margins will hold and whether the company can sustain confidence in its results.

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 report drew attention as an earnings beat was overshadowed by softer forward guidance, slowing revenue growth and a reduced advertising outlook, prompting a sharp selloff. Traders debated whether the decline was overdone given the companys profitability and buybacks or a sign that growth and engagement are weakening amid streaming competition.

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

Musks confirmation that Tesla and SpaceX formed committees to explore a potential merger has fueled speculation, though traders emphasize that no deal is assured and disagree over whether a combination would benefit Tesla. The discussion is also shaped by Teslas upcoming quarterly results, with bulls positioning for a positive surprise and skeptics warning of a sell-the-news reaction and stretched valuation.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intels sharp pullback and volatile rebound are driving discussion, with traders weighing JPMorgans upgrade to Neutral against the upcoming earnings report. Bulls point to potential foundry customers and AI partnerships, while skeptics question whether those largely unconfirmed developments justify the optimism or whether the bounce will hold.

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 rebound to upbeat SpaceX commentary on compute demand, while persistent concerns about financing costs, debt exposure and weakness in peers such as CoreWeave fuel skepticism. Bulls argue AI infrastructure demand remains strong and Nebius is better positioned than some competitors; bears see sector-wide funding risks weighing on the shares.

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

IRENs steep selloff and underperformance versus other neocloud stocks have fueled debate over AI-infrastructure funding risks and the companys execution; CEO Daniel Roberts pushed back on debt concerns, saying its data centers were funded with cash and customer prepayments help cover GPU costs. Bulls point to strong compute demand and oversold conditions, while bears remain concerned about persistent weakness, dilution and data-center delivery timelines.

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

SLS is drawing attention as traders position around the Phase 3 REGAL trials anticipated 80th-event trigger and eventual final analysis; the last disclosed count was 78, and no new event or readout is confirmed here. Some interpret the CEOs upbeat anniversary comments and other perceived signals as hints of a potential buyout, while skeptics view the rebound as volatile trading without fresh news.

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 orders from ByteDance, Alibaba and Tencent for more than $35 billion in export-compliant Nvidia GPUs have traders focused on Chinese demand, though Nvidia may be unable to fulfill most of them. The community sees the orders as evidence of strong AI-chip demand but debates why the news has not lifted shares, amid broader concerns about AI spending and financing.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

CRDO is drawing attention for sharp swings amid a broad selloff in AI and semiconductor stocks, with traders debating insider share-sale plans and valuation concerns against the longer-term AI data-center connectivity growth story. Some also view its new optical products as promising, though community discussion notes that the products are not expected to contribute near-term.

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Will PepsiCo's Q3 Turnaround Boost These ETFs?

PEP's Q3'26 earnings beat estimates, putting PEP-heavy ETFs in focus as investors weigh revenue growth against margin pressures and cost-cutting plans.

Monday 10/19 Insider Buying Report: PEP, APLD

As the saying goes, there are many possible reasons for an insider to sell a stock, but only one reason to buy -- they expect to make money. So let's look at two noteworthy recent insider buys.

On Wednesday, PepsiCo's Director, Robert C. Pohlad, made a $23.69M purchase of PEP...

One Of The Longest-Running Partnerships In Fast-Food Industry Comes To A Sudden End

One Of The Longest-Running Partnerships In Fast-Food Industry Comes To A Sudden End

 KFC plans to ditch Pepsi in favor of Coca-Cola at thousands of restaurants across the United States, ending one of the longest-running partnerships in fast-food history.

The fried chicken giant...

How Is Coca-Cola Using Local Execution to Fuel Global Growth?

KO's localized pricing, packaging and marketing strategies fuel 5% volume growth and 6% organic revenue growth in Q2???26. Can this momentum last?

PepsiCo, PepsiCo Foundation and Feed the Children Mark 2 Million Meals Through School-Based Hunger Relief Program

PepsiCo, PepsiCo Foundation and Feed the Children Mark 2 Million Meals Through School-Based Hunger Relief Program PepsiCo, PepsiCo Foundation and Feed the Children Mark 2 Million Meals Through School-Based Hunger Relief ProgramPR NewswireHARRISON, N.Y. and OKLAHOMA CITY, Oct. 16, 2026 With support...

Yum! Brands' KFC U.S. Signs Deal With Coca-Cola As Beverage Partner, Replacing PepsiCo

(RTTNews) - KFC Corp., affiliated to quick-service restaurant major Yum! Brands, Inc. (YUM), announced that KFC U.S. has entered into a new beverage partnership with Snack and beverage major Coca-Cola Co. (KO), replacing long term partner PepsiCo, Inc. (PEP...

KFC replacing Pepsi with Coca-Cola at 3,700 US restaurants after nearly four decades

KFC is making a major change to its drink lineup, announcing Thursday that it will replace Pepsi with Coca-Cola at its U.S. restaurants, ending a beverage partnership that lasted roughly four decades.The fried chicken chain said it will begin transitioning to Coca-Cola products in January 2027...

Why Did MRNA, KO, V Stocks Climb To 52-Week Highs Today? 

Equity

Moderna’s upcoming cancer vaccine data, Coca-Cola’s new KFC beverage partnership and Visa’s expanding services business stoked investor interest.


Dow Sees Best Day In Over A Month As Investors Rotate Out Of AI Trade On Overspending Concerns — CRWV, META, SPCX, PEP In Focus

U.S. producer prices came in hot, growing at 6.3% in September, the highest since 2022, following heightened CPI data in the previous session.


KFC Dumps Pepsi For Coke In US Restaurants Starting 2027 — PEP Stock Drops

KFC said the transition to Coca-Cola products will begin in January 2027, with full availability expected across all U.S. locations by spring of that year.


• Reported GAAP EPS of $2.34 up 2.18% YoY
• Reported revenue of $25.27B up 5.59% YoY
• For fiscal 2026, PepsiCo guides to approximately +6% net revenue, +2.5% to +3.5% core EPS, +1% to +2% core constant currency EPS growth, and approximately 21% core annual effective tax rate.

PepsiCos core operating margin contracted 35 bps, North American convenient foods faced lower effective net pricing, and PepsiCo identifies supply-chain disruption and increased input costs among its stated risks.

PepsiCo reported accelerated organic revenue growth with organic volume across global beverages and convenient foods; international segments grew with volume, and North American convenient-food volume and share gains were aided by innovation and affordability.

PepsiCo, Inc. engages in the manufacture, marketing, distribution, and sale of beverages, food, and snacks. It operates through the following business segments: PepsiCo Foods North America (PFNA), PepsiCo Beverages North America (PBNA), International Beverages Franchise (IB Franchise), Europe, Middle East and Africa (EMEA), Latin America Foods (LatAm Foods), and Asia Pacific Foods. The PFNA segment refers to the food businesses in the United States and Canada. The PBNA segment includes beverage businesses in the United States and Canada. The IB Franchise segment involves the international franchise beverage businesses, as well as the SodaStream business. The EMEA segment pertains to food businesses and beverage businesses with company-owned bottlers in Europe, the Middle East, and Africa. The LatAm Foods segment consists of food businesses in Latin America. The Asia Pacific Foods segment is associated in food businesses in Asia Pacific, including China, Australia and New Zealand, as well as India. The company was founded by Donald M. Kendall, Sr. and Herman W. Lay in 1965 and is headquartered in Purchase, NY.

PepsiCo Inc

Bearish Sentiment

<ul class="summary-bullets"><li>Moderna stock hit a four-year high after Goldman Sachs raised its price target on optimism about its cancer research.&nbsp;</li><li>KO stock hit a record high of $94.10 after KFC U.S. switched from PepsiCo to Coca-Cola beverages.&nbsp;</li><li>Visa stock rallied after BMO Capital raised its price target to $425.&nbsp;</li></ul><p>Moderna Inc. (MRNA), Coca-Cola Co. (KO) and Visa Inc. (V) hit fresh 52-week highs on Thursday as positive company news lifted investor sentiment. Goldman Sachs raised Moderna’s price target ahead of melanoma vaccine data, Coca-Cola gained on KFC’s beverage switch, and BMO Capital boosted Visa’s target, citing consumer spending and growth in value-added services.&nbsp;</p><p>Moderna stock rose over 4%, while Visa and Coca-Cola stocks gained 2% and 0.2%, respectively.&nbsp;</p><h2 class="st-heading-2">Moderna's Cancer Pipeline Draws Attention</h2><p><a href="https://stocktwits.com/symbol/MRNA">Moderna stock</a> jumped to over a four-year high of $242.29 after Goldman Sachs analyst Salveen Richter lifted the firm's price target to $137 from $120 while keeping a ‘Neutral’ rating. Investors are watching for additional results from the company's personalized cancer vaccine program, including Phase 3 melanoma data expected to be presented at the European Society for Medical Oncology (ESMO) Congress on Oct. 24.</p><p>The experimental treatment, intismeran (mRNA-4157 or V940), is also being evaluated for melanoma. Researchers and investors will be looking for evidence that the therapy can reduce the risk of disease recurrence over time. Early findings from Moderna's pancreatic cancer immunotherapy program have also added to interest in its oncology pipeline.</p><p>However, on Stocktwits, retail sentiment around the stock flipped to ‘bearish’ from ‘neutral’.&nbsp;</p><h2 class="st-heading-2">Coca-Cola Gains From KFC Beverage Partnership</h2><p><a href="https://stocktwits.com/symbol/KO">Coca-Cola stock</a> reached a record high of $94.10 as it benefited from news that Yum! Brands, Inc. (YUM) subsidiary, KFC's U.S. restaurants would switch from PepsiCo (PEP) beverages to Coca-Cola products. The agreement gives Coca-Cola access to thousands of restaurant locations and strengthens its position in the competitive fountain-drink market.</p><p>Coca-Cola has also been expanding its zero-sugar beverages and hydration offerings to reach consumers across different markets. The partnership arrives as investors continue to favor legacy consumer businesses with dependable cash generation and pricing power. Retail sentiment around the stock remained ‘bullish’.&nbsp;</p><h2 class="st-heading-2">Visa Benefits From Spending And Services Growth</h2><p><a href="https://stocktwits.com/symbol/V">Visa stock</a> surged to a new all-time high of $403.21 after BMO Capital Markets&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/visa-stock-hits-fresh-record-high-bmo-raises-price-target-to-425-ahead-of-earnings/cZxhbwgRBrJ">raised</a> its price target to $425 from $405 and maintained an ‘Outperform’ rating. The firm pointed to steady consumer payment activity and the company's expanding value-added services business.</p><p>These services include tools for fraud prevention, cybersecurity and payment analytics. BMO expects this segment to compound at a high-20% range, helping Visa grow as its core payment-processing business matures. Visa is also investing in cross-border business payments through Visa B2B Connect and expanding tokenization technology, creating additional revenue streams.</p><p>Retail sentiment around the stock remained ‘extremely bullish’.&nbsp;</p><p>So far this year, MRNA, KO and V stocks have gained between 13% and 701%.</p><p>Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cost-stock-heads-for-best-week-since-may-costco-s-digital-sales-and-membership-growth-get-bullish-call-from-analyst/cZx0VF7RBro">COST Stock Heads For Best Week Since May: Costco's Digital Sales And Membership Growth Get Bullish Call From Analyst</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

Moderna CEO Stephane Bancel speaks at the grand opening of the company's new headquarters outside Kendall Square. (Photo by David L. Ryan/The Boston Globe via Getty Images)

Moderna Inc. (MRNA), Coca-Cola Co. (KO) and Visa Inc. (V) hit fresh 52-week highs on Thursday as positive company news lifted investor sentiment. Goldman Sachs raised Moderna’s price target ahead of melanoma vaccine data, Coca-Cola gained on KFC’s beverag

Why Did MRNA, KO, V Stocks Climb To 52-Week Highs Today?

Coca-Cola Co

Moderna Inc

Visa Inc

Yum Brands Inc.

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

PEP Stock Price Today - PepsiCo 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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