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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 Q3 earnings beat expectations, with rapid growth in its AI-compute and Starlink businesses and a return to profitability drawing attention. Traders are split over the results muted share reaction, questioning the valuation and heavy AI infrastructure spending, while flagging upcoming insider share unlocks as a potential source of selling pressure.

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

SMCI is drawing attention after a preliminary Q1 update sharply raised its revenue outlook on stronger AI-platform demand and projected higher gross margins than prior guidance. Bulls see evidence of resilient AI-server demand and a possible short squeeze, while skeptics note the stock has struggled to hold its initial jump and cite lingering execution, governance, and profitability 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 quarterly results drew attention as an earnings beat and roughly in-line revenue were overshadowed by softer Q4 guidance and a lower advertising outlook, prompting a sharp selloff. Traders focused on slowing growth, ad execution, viewer engagement and competition, while some argued the reaction was overdone given the companys profitability and bought the dip.

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 RTX PRO GPUs have drawn attention, with traders noting that demand reportedly exceeds available supply. The community is split over why the stock has remained weak despite that demand: some see it as evidence of continued AI spending, while others point to concerns about AI-capex sustainability, financing risks and broader chip-sector selling.

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, volatile pullback and approaching earnings are driving debate over whether the shares can rebound or face further downside. Bulls cite JPMorgans upgrade and potential foundry customer wins, while skeptics point to valuation, the equity offering, and weak semiconductor-sector momentum.

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 are drawing attention amid a sharp rally and anticipation of the 80th event in its Phase 3 REGAL trial, which triggers final analysis; traders also read the CEOs optimistic anniversary message as a possible buyout signal. No buyout, data release, or leak is confirmed, and some traders view the move as speculation and volatile trading without a new announcement.

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 caught in a volatile selloff across AI-infrastructure and neocloud stocks, as traders weigh continued demand for AI compute against concerns about heavy data-center spending and financing risks, particularly after CoreWeaves debt worries and warnings about the neocloud sector. Some see Nebius as better positioned than leveraged peers and view rebounds as buying opportunities, while others remain cautious about funding needs, weak sector sentiment, and the approaching earnings report.

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 upcoming quarterly results are driving heavy positioning, with traders focused on margins and guidance after deliveries were already reported; some expect a strong print, while others warn of a miss or a sell-the-news reaction. Speculation about a possible SpaceX merger is adding to the buzz, but traders note there is no confirmed agreement.

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 sharp selloff has fueled debate over funding risks across AI-focused neoclouds and whether the sectors heavy infrastructure spending can earn adequate returns. Traders cite co-CEO Daniel Roberts comments that the data centers were funded with cash and customer prepayments help cover GPU costs as reassurance, but many remain frustrated by IRENs weakness versus peers and question whether the decline is over.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Barclays downgrade of Dell and concerns that recent server revenue growth reflects higher memory costs more than accelerating enterprise AI demand have dominated discussion, alongside a sharp selloff in AI infrastructure stocks and inflation concerns. Traders are split between viewing the drop as justified by valuation and uncertain growth, and calling it an overreaction and buying opportunity.

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3 ETFs Well-Positioned to Benefit From Labor Day Weekend Travel 

Labor Day travel is heating up despite higher gas prices. Here are three ETFs positioned to benefit from strong holiday travel demand.

VSXY Slides Toward Worst Week Since March: CEO Says 'We Are Not Done' As Retail Bulls Hold Firm

Equity

Victoria’s Secret raised its full-year sales forecast after strong profit, although lower promotional inventory hurt June sales. 


ETFs to Consider as Consumer Sentiment Improves in July 

Consumer sentiment hits a five-month high in July. XLY, VCR, PEZ and RTH ETFs stand to benefit from the upbeat outlook.


Tapestry Bumps Stake In Eco-Leather Producer Gen Phoenix To 10%

Tapestry and Gen Phoenix first partnered in 2022 with the launch of Coach's Coachtopia line, which is made from recycled leather.


Tapestry Stock: TD Cowen Upgrades To ‘Buy’ On Coach Momentum, Eyes Footwear As Next Big Growth Driver

Coach, which sells premium handbags, is perceived as having "strong brand heat and preferences," the investment firm said.


Tapestry Surprises With Q3 Beat, Annual Forecast Bump: Retail Mood Neutral

The company's report is an outlier as most retail businesses flag weak demand and cost pressures from U.S. trade policies.


Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Consumer Cyclicals Momentum ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Victoria’s Secret CEO Hillary Super said the turnaround is gaining traction, with customer growth across demographics and channels.&nbsp;</li><li>Full-price sales rose at a low-double-digit rate, while bras posted mid-teens growth, benefiting both Victoria’s Secret and PINK.&nbsp;</li><li>Lower sale inventory boosted early demand but later pressured June sales.</li></ul>Victoria’s Secret &amp; Co. (VSCO) is on track for its worst week since March after the lingerie retailer’s second-quarter (Q2) sales fell just shy of Wall Street expectations. Despite the market’s disappointment, CEO Hillary Super highlighted growing customer engagement, market-share gains and continued momentum across bras, PINK and beauty.&nbsp;<a href="https://stocktwits.com/symbol/VSXY">Victoria’s Secret stock</a> edged 0.2% higher in Thursday’s premarket and has slumped 16% so far this week.&nbsp;<h2 class="st-heading-2">Victoria’s Secret Customer Gains And Full-Price Sales Grow&nbsp;</h2>During the Q2 earnings call, Victoria’s Secret CEO said the company’s turnaround strategy is beginning to produce results despite a difficult economic backdrop.“Today, we are attracting more customers, winning market share and strengthening the value proposition for both brands. Product, brand identity, storytelling and execution are all working together. We have made meaningful progress, but we are not done.”&nbsp;She added that sales growth reached customers across age groups, income levels and shopping channels, while full-price purchases rose at a low-double-digit rate.The company’s bra category posted mid-teens growth, helped by established product lines and newer offerings. The category also supported results at both Victoria’s Secret and PINK, making it an important part of the company’s broader growth plan.<h2 class="st-heading-2">Victoria’s Secret Lower Sale Inventory Weighs On June Sales&nbsp;</h2>Meanwhile, the beauty business extended its sales-growth streak to 12 consecutive quarters, giving the company another source of consistent momentum. Super said Victoria’s Secret is also changing how it approaches promotional events, remarking, “We have made a deliberate decision to reduce our reliance on promotion and increase regular price selling.”&nbsp;That strategy meant entering the Semi-Annual Sale with less promotional inventory.Customer demand and product sell-through during the early stages of the sale came in ahead of expectations. However, leaner inventory eventually weighed on June sales, said Super.&nbsp;Super said the company intends to develop Victoria’s Secret and PINK as separate, globally recognized growth brands while building its beauty operation into a larger supporting business.The company<a href="https://stocktwits.com/news-articles/markets/equity/vsxy-stock-drops-to-worst-day-in-18-months-as-q2-sales-growth-weakens-retail-traders-see-fall-as-buying-opportunity/cZsuIuRRJvA"> reported</a> a 10% year-on-year increase in Q2 sales to $1.61 billion, while net income surged to $183 million, or $2.18 per share, from $16.2 million a year earlier, easily beating estimates.Despite the strong earnings growth, revenue missed Wall Street’s $1.62 billion forecast and sequential momentum weakened. The company raised its 2026 sales outlook to $7.10 billion-$7.18 billion from $7.03 billion-$7.13 billion, citing progress from its turnaround strategy.<h2 class="st-heading-2">VXSY Stock: Retail View</h2>On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory.&nbsp;A user&nbsp;<a href="https://stocktwits.com/SteadyHawk/message/663523749">said</a>, “Whoever bought this drop to $64 made the fastest money in the market in the past month.”VSXY stock has gained nearly 36% year-to-date.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/lulu-stock-sinks-18-overnight-michael-burry-says-lululemon-is-a-trickster-as-he-vows-to-buy-more-under-100/cZswFZkRJvz">LULU Stock Sinks 18% Overnight: Michael Burry Says Lululemon Is A ‘Trickster’ As He Vows To Buy More Under $100</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Hillary Super at the 2025 Victoria's Secret Fashion Show held at Steiner Studios in New York.

Victoria’s Secret raised its full-year sales forecast after strong profit, although lower promotional inventory hurt June sales.

Invesco Dorsey Wright Consumer Cyclicals Momentum ETF

Corgi ETF Trust I. - Corgi Lifestyle Brands ETF

Victoria`s Secret & Co

Hold rates steady

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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.

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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