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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 drew attention after traders highlighted a sizable earnings and revenue beat, though the share reaction was muted and volatile. The debate centers on whether strong growth can outweigh heavy spending, valuation concerns and a looming share unlock.

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 weaker forward guidanceparticularly the Q4 outlookprompted a sharp post-report selloff. Traders are split between viewing the drop as justified by slowing growth and buying it as an overreaction to an otherwise solid quarter.

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

A sharp rebound has focused attention on the approaching 80-event trigger for SELLASs Phase 3 REGAL trial and its eventual final analysis, with traders also pointing to SLS009 updates as potential catalysts. Buyout and data-leak theories are circulating, but no deal or new trial result is confirmed; some traders view the move as a speculative rebound without company news.

Sea Ltd. is an internet and mobile platform company, which engages in the provision of online gaming services. It operates through the following segments: Digital Entertainment, E-Commerce, and Digital Financial Services. The Digital Entertainment segment offers and develops mobile and PC online games. The E-Commerce segment manages a third-party marketplace through the Shopee mobile app and websites that connect buyers and sellers. The Digital Financial Services segment includes a variety of payment services and loans to individuals and businesses through SeaMoney. Sea was founded by Xiao Dong Li, Gang Ye, and Jing Ye Chen on May 8, 2009 and is headquartered in Singapore.

Sea Ltd - ADR

Sea shares are selling off despite plans to pursue a Monee financial-services IPO and launch an AI cloud business. Traders debate whether the moves could unlock value or instead add uncertainty and spending, while many point to the stocks sharp technical breakdown; some view the decline as an overreaction.

Intuitive Surgical, Inc. engages in the provision of robotic-assisted surgical solutions and invasive care through a comprehensive ecosystem of products and services. Its products include Da Vinci Surgical and Ion Endoluminal systems. The company was founded by Frederic H. Moll, John Gordon Freund, and Robert G. Younge in November 1995 and is headquartered in Sunnyvale, CA.

Intuitive Surgical Inc

Intuitive Surgicals Q3 results beat expectations, but shares sold off, prompting traders to call it a sell the news reaction. Bulls see the drop as an overreaction to strong results, while skeptics point to weaker reported earnings after a one-time litigation charge and elevated expenses.

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 and underperformance versus other AI data-center peers are fueling debate amid concerns about neocloud funding, AI infrastructure returns and potential sector consolidation. Traders are split over whether the decline reflects business, dilution and execution risks or an oversold move; bulls cite co-CEO Daniel Roberts comments that data-center assets carry no debt and customer prepayments help fund GPU costs, while skeptics remain unconvinced.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

The FAAs certification of Boeings 737 MAX 10 is driving attention, with traders debating its significance because the model represents a substantial part of the MAX backlog. The stocks weak reaction has fueled a sell the news discussion, as many focus on whether Boeing can increase production and deliveries enough to improve cash generation.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980 and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

SRPTs rise is being attributed mainly to strength across biotech, with traders also citing Silence Therapeutics acquisition as a signal of broader pharma interest in siRNA. The community is divided on whether the move reflects sector momentum or company-specific buying; speculation about a data leak remains unconfirmed.

United Airlines Holdings, Inc. is a holding company, which engages in the provision of transportation services. It operates through the following geographical segments: Domestic, Atlantic, Pacific, and Latin America. The company was founded on December 30, 1968 and is headquartered in Chicago, IL.

United Airlines Holdings Inc

CEO Scott Kirbys support for steep wealth and inheritance taxes has drawn sharp criticism and boycott calls, with some traders arguing his political comments could hurt the airline. Attention is also focused on upcoming earnings, with debate over resilient demand and bullish expectations versus fuel costs and economic uncertainty.

GE Aerospace is an American aircraft company, which engages in the provision of jet and turboprop engines, as well as integrated systems for commercial, military, business, and general aviation aircraft. The firm's portfolio of brands includes Avio Aero, Unison, GE Additive, and Dowty Propellers. It operates through the following segments: Commercial Engines and Services, Defense and Propulsion Technologies, and Corporate and Other. The Commercial Engines and Services segment is involved in the design, development, manufacturing, and servicing of jet engines for commercial airframes, as well as business aviation and aeroderivative applications. The Defense and Propulsion Technologies segment offers defense engines and critical aircraft systems. The Corporate and Other segment relates to corporate functions and operations costs. The company was founded by Thomas Alva Edison in 1878 and is headquartered in Evendale, OH.

GE Aerospace

GE fell despite beating quarterly expectations and raising its outlook, with traders focused on rising costs, weaker cash conversion, and an insurance loss rather than strong orders and demand. The reaction sparked frustration over repeated selloffs after earnings, while some traders viewed the decline as a buying opportunity.

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BABA Stock Slips Overnight: Alibaba’s AI Spending Draws Investor Scrutiny, Analysts Split

Equity

As investors question Alibaba’s  $10.2 billion equity raise and AI spending returns, Bernstein cut its price target, but Bank of America raised its outlook on cloud growth. 


BIDU's GPU Cloud Revenue Soars 283% In Q2 — CEO Says AI Business Is Now 'Firmly Established As The Core'

Baidu’s AI Cloud Infrastructure revenue rose 50% year-on-year to RMB7.3 billion in the second quarter, driven by “mounting demand for public cloud-based AI computing,” the company said.


BABA Stock Gains Ground: Alibaba Reportedly Sells Gaming Unit For $1.5B As Qwen Fuels Bigger AI Push

The move comes as Alibaba's Qwen models surpass 3 billion downloads, putting its open-source AI push in competition with U.S. players including Google and Meta.

Why Is BABA Stock Rising In Overnight Trading?

A U.S. court temporarily eased Pentagon-related restrictions on Alibaba, and the company tightened AI security. 

BABA Stock Slides: Alibaba Reportedly Sues Pentagon Over China Military-Linked Blacklist

Investors worry that geopolitical risks may lead to contract restrictions for the Chinese tech giant. 


BABA Stock Slides Premarket: Alibaba's New AI Push Into Robotics Fails To Lift Retail Mood 

Alibaba’s announcement places it among a growing list of companies seeking leadership positions in next-generation AI technologies.


Michael Burry Boosts Alibaba Stake, Calls It China's 'Most Advanced' AI Company — BABA Stock Still Stuck In The Mud

Michael Burry increased his Alibaba stake at $111.90, citing its AI leadership and buybacks. 


BABA Stock Heads For Fifth Week Of Loss: Alibaba Reportedly Makes $1.5B Play For Pupu Amid China Regulatory Scrutiny

Stock is facing pressure from regulatory scrutiny, intense e-commerce competition, and heavy AI spending.


Alibaba Opens Qwen To Brands – Aims To Build AI-Powered Commerce Network 

Alibaba is expanding its Qwen AI platform to let businesses offer ordering and payments inside chat. 


Iran War Fails to Dampen China Q1 Industrial Profit Jump: ETFs at Play

China's industrial profit surge puts the spotlight on ETFs like CQQQ as deflation ends and high-tech growth drives resilience amid global turmoil.

Invesco Exchange-Traded Fund Trust - Invesco Golden Dragon China ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Bernstein lowered its Alibaba price target to $165 from $180 but kept an Outperform rating.</li><li>Bernstein believes Alibaba can still generate good returns from its spending despite investor concerns over the share sale.&nbsp;</li><li>Bank of America raised Alibaba’s price target to $175 from $172, implying a 54% upside.&nbsp;</li></ul><p>Alibaba Group (BABA) stock slipped overnight as investors weighed concerns over the company's recent $10.2 billion equity raise and whether its aggressive AI spending can deliver attractive returns. Wall Street offered mixed signals, with Bernstein lowering its price target while Bank of America raised its price target on stronger cloud growth expectations.&nbsp;</p><p><a href="https://stocktwits.com/symbol/BABA">Alibaba stock</a> traded over 1% lower overnight, ahead of Tuesday. The stock fell more than 4% last week, marking a fourth straight week of losses.&nbsp;</p><h2 class="st-heading-2">Bernstein Cuts Alibaba Price Target&nbsp;</h2><p>On Monday, Bernstein cut its price target for Alibaba to $165 from $180 while maintaining an ‘Outperform’ rating, still implying a 45% upside to the stock’s last closing price. The firm acknowledged investor frustration over the capital raise, particularly because Alibaba held $30.7 billion in net cash when it announced the deal.</p><p>Bernstein said the transaction weakened confidence in management's previous arguments about returns on investment. However, the firm's own review largely backs Alibaba's expectations for recovering the money it spends on capital projects, suggesting the company's spending strategy could still generate reasonable paybacks.</p><h2 class="st-heading-2">Alibaba’s Cloud Expansion Could Boost Future Earnings&nbsp;</h2><p>Bank of America took a more optimistic view. Analyst Joyce Ju lifted her price target to $175 from $172 and kept a ‘Buy’ rating, implying a 54% upside to the stock’s last closing price. She said investors are increasingly focused on whether Alibaba can turn its AI spending into stronger and more profitable cloud operations.</p><p>Ju raised BofA's outlook for Alibaba's cloud revenue growth in fiscal 2027 through fiscal 2029 to 51%, 56% and 41%, respectively. The forecasts assume newly added computing capacity will support revenue from outside customers and contribute to earnings beginning in fiscal 2028.</p><h2 class="st-heading-2">Alibaba Leaders Show Confidence With Stock Buying&nbsp;</h2><p>Late last month, Alibaba sold 710 million shares at HK$112.70 ($15.65) each, drawing strong interest from institutional investors, with demand reaching nearly three times the number of shares available. Alibaba plans to use the money to expand its AI business, including building and improving the infrastructure needed to support its AI technology.</p><p>Following the share sale, Alibaba founder Jack Ma bought more than HK$600 million worth of Alibaba shares in Hong Kong. A similar move was made by Chairman Joe Tsai and CEO Eddie Wu, who together bought about HK$202 million of Alibaba shares.&nbsp;</p><h2 class="st-heading-2">BABA Stock: Retail Stance</h2><p>On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory.&nbsp;</p><p>BABA stock has declined over 22% year-to-date.&nbsp;</p><p>Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/birk-stock-rises-overnight-michael-burry-says-he-s-been-a-proud-birkie-since-87-and-now-owns-5-2-of-birkenstock/cZt3N10RJxx">BIRK Stock Rises Overnight: Michael Burry Says He’s Been A 'Proud Birkie Since '87' – And Now Owns 5.2% Of Birkenstock</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

A person holds a smartphone displaying the logo of Alibaba Group. CEO Eddie Wu said the company will increase investment in AI. (Photo by Cheng Xin/Getty Images)

As investors question Alibaba’s  $10.2 billion equity raise and AI spending returns, Bernstein cut its price target, but Bank of America raised its outlook on cloud growth.

Alibaba Group Holding Ltd

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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? 
 
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