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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

A strong quarterly earnings beat and first reported profit, driven by rapid growth in AI compute and Starlink, are driving attention; traders are also reacting to Musks ambitious revenue outlook. Bulls welcome the results, while skeptics argue that heavy AI infrastructure spending, a lofty valuation, and upcoming share unlocks may limit the stocks response.

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 Q1 update, which sharply raised its revenue outlook and projected higher gross margins on AI-platform demand, is the dominant catalyst. Traders welcomed the stronger outlook but debate whether it can sustain a rebound, citing the stocks volatile pullback and lingering concerns about execution, governance, and the broader AI trade.

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 earnings beat expectations, but softer fourth-quarter guidance and a reduced advertising outlook reignited concerns about slowing growth, prompting a sharp selloff. Traders are split between viewing the reaction as overdone given the profitable quarter and buybacks, and worrying that weaker growth and competition will weigh on the business.

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 export-compliant Nvidia workstation GPUs are drawing attention, with traders viewing the demand and supply constraints as bullish while noting the stock has not responded strongly. The discussion also weighs that demand against concerns about AI infrastructure spending, financing and the recent weakness in semiconductor shares.

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

Anticipation of Teslas quarterly results dominates, with traders debating pressure on margins and valuation versus possible updates on robotaxis, Optimus and AI. SpaceX merger speculation adds to the bullish chatter, though some traders say no deal is confirmed and expect a possible sell-the-news reaction.

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

Intel is drawing attention after a sharp semiconductor-sector selloff and a volatile rebound, with traders citing JPMorgans upgrade to Neutral and improved execution while watching for earnings. Bulls also point to reported foundry customer prospects and Intels AMD AI-software collaboration, while skeptics question whether the turnaround can sustain the recovery.

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. 

Traders attributed NBISs rebound to strong SpaceX results and commentary they saw as evidence of continued demand for AI compute, lifting the broader neocloud group. The optimism is tempered by concerns over debt, funding needs and AI infrastructure spending, with traders divided on whether the bounce can hold.

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

IREN is caught in a sharp selloff across AI neocloud and data-center stocks amid concerns about financing, AI infrastructure returns, and possible industry consolidation. Traders are divided: some point to co-CEO Daniel Roberts comments that IRENs data centers were built with cash and to its customer contracts as reassurance, while others remain concerned about execution, delays, dilution, and the stocks weakness versus peers.

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 is drawing attention as traders await the 80th-death trigger for final analysis of its Phase 3 REGAL AML trial; the last disclosed count was 78, and no results announcement is confirmed. A sharp share-price rebound has fueled speculation about favorable data and a potential buyout, while some traders say the move lacks a confirmed company catalyst and stress that the trial outcome remains uncertain.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

Debt and refinancing concerns, amplified by HSBCs bearish assessment, are driving debate as traders weigh further downside against a sharp rebound and potential short squeeze. Bulls point to strong AI-compute demand and reported GPU price increases, while skeptics question whether CoreWeaves backlog can offset its financing needs.

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ONDS Stock Jumps On $56M ESAD Order – Citizens Sees Nearly 2X Upside, Calls Ondas A ‘Dynamic Player’

Equity

The order is the first ESAD contract announced since Ondas closed its acquisitions of GATE Technologies and Bron Technologies.


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The Zacks Analyst Blog Highlights FANUY, ABBNY, KYCCF, NVDA, ISRG, ILMN, NOVT, BOTZ, ROBO, ROBT and IBOT

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SERV Stock Rallies On Grubhub Partnership, DoorDash Deal Expansion — CEO Calls It 'Clearest Signal Yet Of Where We're Headed'

This comes as Serve Robotics looks to put more robots to work following its recent split with Uber Eats, with the company also launching a new micro-depot model and expanding beyond sidewalk delivery.


ONDS Stock Drops After Earnings – CEO Expects ‘Sustained Momentum’, Raises 2026 Revenue Outlook To $550M

CEO Eric Brock said he expects Ondas “to sustain this momentum” and deliver another significant revenue ramp during the second half of 2026.


ONDS Wins ‘Digital Bat’ Israel Drone Tender – Ondas CEO Sees ‘Fundamental Shift’ In Defense Priorities

CEO Eric Brock said the award validates Ondas' position as a “prime contractor” for next-generation defense programs.


ONDS Short Interest Has Stayed Above 30% Since March Despite A 24% Drop In Stock Price – Now, Retail’s Betting Against The Bears

Nasdaq data shows around 197.6 million ONDS shares are currently held short, representing about 34.7% of the company’s public float.


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Neutral Sentiment

<ul class="summary-bullets"><li>CEO Eric Brock said the new contract confirms Ondas’ position in a market where qualified suppliers are limited and European demand for precision-strike systems is accelerating.</li><li>Citizens initiated coverage of Ondas with an ‘Outperform’ rating and a $14 price target.</li><li>It called Ondas a “dynamic player” in the autonomous systems category, noting that its platform spans four high-growth submarkets.</li></ul>Ondas (ONDS) shares kicked off the week with morning gains on Monday after the company announced it had secured a new $56 million order for its Electronic Safe and Arm Devices (ESADs), supporting a European munition program, and received an ‘Outperform’ rating from Citizens.&nbsp;<a href="https://stocktwits.com/symbol/ONDS">ONDS stock</a> gained over 4% in the morning trade and was among the top-trending tickers on Stocktwits at the time of writing. Retail sentiment around the company trended in ‘bullish’ territory over the past day.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_10_05_094234_ece1a5535f.png" alt="Screenshot 2026-10-05 094234.png" width="1274" height="698"><figcaption>ONDS stock retail sentiment on October 5 as of 9:35 a.m. ET | Source: Stocktwits</figcaption></figure>The $56 million order is the first ESAD order Ondas has announced since closing its acquisitions of GATE Technologies and Bron Technologies last month. “This is the first ESAD order we have announced since closing the GATE and Bron acquisitions, and it is a substantial one,” said Eric Brock, Ondas’ chairman and CEO.&nbsp;He added that the order also validates the strategic rationale behind the acquisitions, pointing to the role of safe-and-arm systems and electronic fuzing in precision-strike weapons.<h2 class="st-heading-2">Ondas Is A ‘Dynamic Player’</h2>In a note to investors cited by TheFly, Citizens said the company was a “dynamic player” in the autonomous systems category and gave ONDS stock a price target of $14, nearly double the stock’s current price of around $7.&nbsp;According to the firm, Ondas has a diversified platform "spanning four high-growth submarkets." It added that the company’s strategy of consolidating capabilities across the sector could create a unified “systems of systems” platform.<h2 class="st-heading-2">Why The $56M ESAD Order Matters</h2>The new order gives Ondas an early commercial milestone following the GATE and Bron acquisitions and provides a clearer test of whether the combined business can turn its expanded capabilities into defense contracts.Ondas acquired Israel-based GATE and affiliated European manufacturer Bron for $205 million, primarily through cash, stock, and a working-capital adjustment. The deal also included up to $185 million in additional performance-based consideration tied to future targets.The company previously said the acquired businesses were expected to contribute more than $130 million in aggregate adjusted earnings before interest, tax, depreciation and amortization (EBITDA) through 2028.The $56 million contract therefore gives investors an early indication of the revenue opportunity Ondas sees in the acquired business, while the European program provides a potential path to additional orders if demand for precision-strike systems continues to expand.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261005_094333106_ad8023525c.png" alt="koyfin_20261005_094333106.png" width="2400" height="1240"><figcaption>ONDS stock price performance year-to-date on October 5 as of 9:45 a.m. ET | Source: Koyfin</figcaption></figure>ONDS stock has fallen over 20% year-to-date and around 25% in the last 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/treasury-yields-oil-bitcoin-3-charts-to-watch-before-the-fed-minutes/cZDpMJ7RBSo">10-Year Yield Above 5%, Oil Near $90, And Bitcoin: 3 Charts That Could Test The Stock Rally</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Eric Brock, Chairman and CEO of Ondas, at the start of operations of Onberg Autonomous Systems. Heidelberger Druckmaschinen AG is expanding in the direction of security technology. The new company "Onberg Autonomous Systems" will bring American-Israeli drone defense technology to Germany for the protection of critical infrastructures and for military applications. Photo: Michael Bahlo/dpa (Photo by Michael Bahlo/picture alliance via Getty Images)

Ondas (ONDS) shares kicked off the week with morning gains on Monday after the company announced it had secured a new $56 million order for its Electronic Safe and Arm Devices (ESADs), supporting a European munition program, and received an ‘Outperform’ r

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Ondas Inc

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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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Current Price	$76.70
Prev Close	$75.92
Open	$75.41
Dividend Yield	N/A
50-Day Moving Average	$80.51
Beta	N/A
Avg. Volume	128,226.76
PE Ratio	N/A

52-Week High	$90.51
52-Week Low	$62.80
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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