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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, first reported profit, and sharp growth in its AI-compute business are driving attention, with traders also reacting to ambitious forward revenue and spending commentary. Many are bullish and anticipate short covering, while others question the valuation, heavy capital expenditure, and whether the AI growth can justify expectations.

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, which raised its revenue outlook substantially and projected improved gross margins on stronger AI-platform demand, is driving attention. Many traders welcomed the update and speculated about short covering, while others questioned whether the gains would hold given the companys history and ongoing concerns about execution and profitability.

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 softer fourth-quarter guidance and slowing revenue growth drove a sharp selloff, with traders also concerned about weaker advertising growth and execution. Bears see evidence of fading growth amid streaming competition, while bulls argue the profitable quarter makes the decline an overreaction.

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 and Musks confirmation that Tesla and SpaceX have formed committees to explore a possible merger are driving attention. Traders debate whether merger prospects could support the stock or remain speculative, while others focus on earnings expectations and Teslas profitability; no deal has been agreed.

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 volatile trading across AI infrastructure and neocloud stocks, with financing and debt concernsespecially spillover from CoreWeavedriving bearish debate. Bulls counter that AI compute demand remains strong and Nebius is better positioned than some peers, while traders watch broader tech spending and earnings for direction.

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 steep pullback and volatile rebounds ahead of earnings are driving discussion, alongside JPMorgans move to Neutral and reports of potential foundry customers. Traders are split between optimism about a foundry turnaround and skepticism over execution, valuation and the dilutive effect of Intels large share offering.

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 continued underperformance versus other neocloud and data-center stocks dominate discussion, alongside broader worries about how AI-cloud providers will finance expansion. Co-CEO Daniel Roberts claim that IRENs data centers were built with cash and carry no asset-level debt reassured some traders, while others remain concerned about the stocks weakness and whether any rebound can hold.

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 Chinese tech firms for Nvidias export-compliant GPUs are fueling discussion of strong demand despite U.S. restrictions; traders also note Nvidia may be able to fulfill only a small share of the orders. The community is divided as the stocks muted reaction and recent weakness keep concerns about AI spending, financing risks, and the sustainability of the rally in focus.

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 rallied as traders focused on the Phase 3 REGAL AML trial nearing its 80-event threshold, which triggers final analysis; the last disclosed count was 78. Bulls see the approaching milestone and the CEOs upbeat anniversary comments as reasons for optimism and speculate about a buyout, while skeptics note that no new results or deal have been confirmed and attribute the move to volatile trading.

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

Credo is drawing attention for sharp, high-beta swings after a steep pullback, with traders debating whether the weakness reflects broader pressure on AI and semiconductor stocks or company-specific concerns such as insider selling and valuation. Bulls point to continued AI data-center demand for its connectivity products and view the dip as a buying opportunity, while others remain cautious about volatility and execution risks in its optical expansion.

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International Markets and RPM International (RPM): A Deep Dive for Investors

Explore how RPM International's (RPM) revenue from international markets is changing and the resulting impact on Wall Street's predictions and the stock's prospects.

RPM Announces Election of Jeffrey D. Rowe to Board of Directors

RPM International Inc. (NYSE: RPM) today announced the election of Jeffrey D. Rowe to its board of directors. Mr. Rowe joins RPM's 11 other directors who were elected to RPM's board of directors at todays annual meeting of stockholders. Mr. Rowe's addition to the board of directors reflects RPM's...

RPM CEO Sounds Housing Alarm: Turnover at 40-Year Low, 'Not Going to Get Better' Yet

RPM International shares rise after Q1 earnings beat expectations. Sales up 4.8% to $2.22B driven by emerging markets growth.read more...

RPM International Q1 Earnings, Sales Increase

(RTTNews) - RPM International, Inc. (RPM) reported Tuesday that net income attributable to RPM for the first quarter grew to $256.36 million or $2.01 per share from $227.61 million or $1.77 per share in the prior-year quarter...

RPM International (RPM) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

The headline numbers for RPM International (RPM) give insight into how the company performed in the quarter ended August 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

RPM International Sees Sales Growth In FY27 - Update

(RTTNews) - While reporting financial results for the first quarter on Tuesday, RPM International, Inc. (RPM) said it expects consolidated sales growth for the second quarter in the low- to mid-single-digit range...

RPM International (RPM) Q1 Earnings Top Estimates

RPM International (RPM) delivered earnings and revenue surprises of +1.54% and -0.10%, respectively, for the quarter ended August 2026. Do the numbers hold clues to what lies ahead for the stock?

RPM Reports Record Fiscal 2027 First-Quarter Results

RPM International Inc. (NYSE: RPM), a world leader in specialty coatings, sealants and building materials, today reported financial results for its fiscal 2027 first quarter ended August 31, 2026. Frank C. Sullivan, RPM Chairman and CEO, said, The resilience of our associates and business model was...

RPM International, Lamb Weston and 3 Stocks to Watch Heading Into Tuesday

Stocks in focus: RPM and Lamb Weston report earnings; Option Care surges on takeover reports; Worthington Steel and Constellation Brands report later.read more...

RPM International to Report Q1 Earnings: Here's What You Must Know

RPM's Q1 results are likely to benefit from solid demand and cost actions, though inflation and supply issues may weigh on growth.

RPM International, Inc. engages in the manufacture, marketing, and sale of coatings, sealants, building materials, and related services. It operates through the following segments: Construction Products Group (CPG), Performance Coatings Group (PCG), and Consumer Group. The CPG segment refers to construction sealants and adhesives, coatings and chemicals, roofing systems, concrete admixture and repair products, building envelope solutions, insulated cladding, flooring systems, and weatherproofing solutions. The PCG segment focuses on flooring solutions, corrosion control and fireproofing coatings, infrastructure repair systems, fiberglass reinforced plastic gratings and drainage systems. The Consumer Group segment includes rust-preventative, special purpose, and decorative paints, caulks, sealants, primers, cement cleaners, floor sealers and woodcare coatings, sandpaper and other abrasives, and other branded consumer products. The company was founded by Frank C. Sullivan in May 1947 and is headquartered in Medina, OH.

RPM International, Inc.

Sherwin-Williams Falls After Citi Downgrade On Weak Housing Market Conditions; Retail Remains Optimistic

Equity

Bullish Sentiment

Shares of Sherwin-Williams fell 5.7% to $335.88 after Citi reportedly downgraded the stock and slashed its target price on Friday.According to The Fly, Citi changed Sherwin-Williams’s stock rating to “Neutral” from “Buy” and cut the price target to $385 from $405 — a 14.6% upside from the current stock price.The firm attributed the downgrade to “suppressed housing dynamics” in the near term, driven by elevated mortgage rates and delayed interest rate cuts by the Federal Reserve.Citi noted that although Sherwin-Williams’ long-term market share growth story remains solid, its near-term risk/reward profile is less attractive, suggesting investors may find a more favorable entry point later.The brokerage firm stated it favors RPM International (RPM) in the near term, citing its bigger exposure to non-residential construction and ongoing infrastructure trends.The paints and coatings developer reported a 1.1% decline in Q1 FY 2025 net sales to $5.31 billion in April. It also reaffirmed FY 2025 diluted net income per share guidance in the range of $10.70 to $11.10 per share.Earlier this year, Sherwin-Williams announced the acquisition of BASF’s Brazilian decorative paints business for $1.15 billion. The deal covers production facilities, brands, and around 1,000 employees, and is expected to close in the second half of 2025.However, retail sentiment on Stocktwits turned ‘bullish’, accompanied by ‘high’ message volumes.One user said that the stock was an easy buy.<stembedurl>https://stocktwits.com/StockHunter75/message/617903730</stembedurl>Year-to-date,&nbsp;<a href="https://stocktwits.com/symbol/SHW">the stock</a> has fallen 1.2% as of Friday’s close.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A sign is posted in front of a Sherwin-Williams paint store on October 22, 2024 in Pinole, California. (Photo by Justin Sullivan/Getty Images)

Citi noted that although Sherwin-Williams’ long-term market share growth story remains solid, its near-term risk/reward profile is less attractive.

iti noted that although Sherwin-Williams’ long-term market share growth story remains solid, its near-term risk/reward profile is less attractive.

Sherwin-Williams Co.

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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.

Current Price	$100.12
Prev Close	$98.91
Open	$99.02
Dividend Yield	2.01%
50-Day Moving Average	$103.16
Beta	0.91
Avg. Volume	995,918.09
PE Ratio	18.42

52-Week High	$121.78
52-Week Low	$92.92
Market Capitalization	$12.69B
EPS (Annual)	$5.17
Price to Book	3.65
Revenue Per Employee	$448,160.38

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