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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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The Zacks Analyst Blog Highlights Meta Platforms, Lam Research, Texas Instruments, Tesla, Netflix, Procter & Gamble and GE Aerospace

Meta Platforms and other major companies report Q3 results as AI spending, shifting stock-bond correlations, China's economic data and Brazil's election shape global markets.

Procter & Gamble's Innovation Push: Catalyst for Long-Term Growth?

PG's innovation push across key brands, AI-driven capabilities and productivity initiatives aim to revive organic sales growth and strengthen market share.

P&G (PG) Q1 Earnings on the Horizon: Analysts' Insights on Key Performance Measures

Looking beyond Wall Street's top-and-bottom-line estimate forecasts for P&G (PG), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended September 2026.

Costco shakes things up by offering new diaper brand for certain shoppers

Costco is expanding its diaper selection with a new premium brand, but as of now, shoppers won't find it in the retailer's warehouses.The warehouse club is now offering Kudos diapers exclusively online, with prices starting at $47.99 per package, giving parents who make their purchases through the...

Major earnings reports are due next week, but strong results may not be enough to quell market fears

Reports from Meta Platforms and Procter & Gamble are on deck as investors grow wary of the market...

Procter & Gamble Pre-Q1 Earnings: Is It Wise to Buy the Stock Now?

Procter & Gamble's Q1 earnings outlook signals modest sales growth but profit pressures from rising costs. 

Earnings Preview: Procter & Gamble (PG) Q1 Earnings Expected to Decline

P&G (PG) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

P&G Declares Quarterly Dividend

The Procter & Gamble Company (NYSE:PG) announced at todays Annual Meeting of Shareholders that the P&G Board of Directors declared a quarterly dividend of $1.0885 per share on the Common Stock and on the Series A and Series B ESOP Convertible Class A Preferred Stock of the Company, payable on or...

Why I Just Invested in This Dividend King -- Even Though a Smaller Rival Has Grown Faster.

Key PointsChurch & Dwight has grown faster than Procter & Gamble, and it expects this to continue...

Procter & Gamble (PG) Increases Despite Market Slip: Here's What You Need to Know

The latest trading day saw Procter & Gamble (PG) settling at $153.2, representing a +1.3% change from its previous close.

Procter & Gamble Co. engages in the provision of branded consumer packaged goods. It operates through the following segments: Beauty, Grooming, Health Care, Fabric and Home Care, and Baby, Feminine and Family Care. The Beauty segment offers hair, skin, and personal care. The Grooming segment consists of shave care like female and male blades and razors, pre and post shave products, and appliances. The Health Care segment includes oral care products like toothbrushes, toothpaste, and personal health care such as gastrointestinal, rapid diagnostics, respiratory, and vitamins, minerals, and supplements. The Fabric and Home care segment consists of fabric enhancers, laundry additives and detergents, and air, dish, and surface care. The Baby, Feminine and Family Care segment sells baby wipes, diapers, and pants, adult incontinence, feminine care, paper towels, tissues, and toilet paper. The company was founded by William Procter and James Gamble in 1837 and is headquartered in Cincinnati, OH.

Procter & Gamble Co.

P&G Reportedly Set To Acquire Thorne In A $3.8B Deal – CEO Jejurikar Says Firm Is ‘Really Happy With The Asset’

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Bullish Sentiment

<ul class="summary-bullets"><li>Thorne generated $500 million in sales last year, and shoppers under the age of 40 are its biggest customer base.&nbsp;</li><li>For Q4, P&amp;G’s revenue came in at $21.20 billion, and earnings per share were $1.43.</li><li>According to TheFly, HSBC&nbsp;downgraded Procter &amp; Gamble to ‘Hold’ from ‘Buy’ with a price target of $149, down from $182.&nbsp;</li></ul>U.S. consumer brands giant Procter &amp; Gamble (PG) is beefing up its health and wellness portfolio through the acquisition of the Thorne brand for $3.8 billion, CEO Shailesh Jejurikar told CNBC in an interview on Tuesday.Thorne, which makes everyday supplements including basic nutritional capsules and electrolyte packs, went public in late 2021 at a $525 million valuation but was taken private by asset manager L Catterton in 2023 in a $680 million transaction.&nbsp;“We are really happy with the asset itself,” Jejurikar told CNBC. “It’s a really well-run operation, and it’s been around for a long time.”Thorne generated $500 million in sales last year, and shoppers under the age of 40 are its biggest customer base.&nbsp;<h2 class="st-heading-2">Q4 Results At A Glance</h2>For the fourth quarter, P&amp;G’s revenue came in at $21.20 billion, below the Fiscal AI estimate of $21.38 billion. The company's earnings per share (EPS) were $1.43, exceeding the consensus estimate by only $0.02. For fiscal 2027, it expects total net sales growth in the 1% to 3% range, compared with 3.3% growth in 2026.During the quarter, P&amp;G’s healthcare business saw a 3% decline. The division, which manages brands like Metamucil, Oral-B, and Vicks, stood out as the laggard for the company, while growth at other divisions was flat.&nbsp;According to TheFly, HSBC&nbsp;downgraded Procter &amp; Gamble to ‘Hold’ from ‘Buy’ with a price target of $149, down from $182.&nbsp;The firm said the latest earnings report reversed the volume recovery that underpinned its more constructive share stance and therefore is awaiting clearer evidence that the company’s reinvestment cycle is driving sustained volume growth and margin recovery.On Stocktwits, retail sentiment about PG remained in ‘neutral’ territory over the last 24 hours. <a href="https://stocktwits.com/symbol/PG">PG stock</a> is up more than 2% so far this year but has declined about 3% over the past 12 months, underperforming the S&amp;P 500.For updates and corrections, email newsroom[at]stocktwits[dot]com

 Procter & Gamble (P&G) logo is seen during the 6th China International Import Expo (CIIE) at the National Exhibition and Convention Center (Shanghai) on November 7, 2023 in Shanghai, China. (Photo by VCG/VCG via Getty Images)

Thorne went public in late 2021 at a $525 million valuation but was taken private by asset manager L Catterton in 2023 in a $680 million transaction.

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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.

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