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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 beat expectations, with rapid AI/compute growth and expansion plans driving a rally; traders also focused on Musks ambitious revenue outlook and discussions of a potential Tesla merger. Bulls cited growth and AI demand, while skeptics questioned the valuation, heavy capital spending, and whether the projections are achievable; the merger remains exploratory.

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 first-quarter update sharply raised its revenue outlook and improved its gross-margin forecast, citing stronger AI-platform demand. Many traders view the update as a potential validation of growth and a reason for a re-rating, while others question whether the company can deliver consistently and whether the rally will hold.

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

A quarterly profit beat was overshadowed by softer forward guidance and a reduced advertising outlook amid slowing revenue growth, prompting a sharp selloff. Traders are divided between viewing the drop as overdone and buying the dip, and worrying that weaker ad execution, engagement concerns, and competition could keep growth under pressure.

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 ByteDance, Alibaba and Tencent for Nvidias export-compliant GPUs are drawing attention, though traders note that U.S. restrictions and limited supply may constrain deliveries. The muted share-price response has fueled debate over whether strong AI demand can outweigh concerns about spending, financing risks and recent weakness in chip stocks.

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 anticipate the REGAL Phase 3 trial reaching its 80-event trigger for final analysis; the last disclosed count was 78. The rebound has fueled speculation about an imminent data update or buyout, amplified by the CEOs next chapter remarks and the companys planned ASH presence, while skeptics stress that no new results or deal have been confirmed.

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 broad selloff in AI infrastructure and neocloud stocks, as traders worry about debt-funded expansion, financing costs, and whether demand can justify the buildout; weakness in CoreWeave and other peers is a frequent point of comparison. Bulls argue that strong compute demand and upcoming earnings could support a recovery, while others see the rebounds as temporary amid continued sector and market pressure.

TOSHI

TOSHI is drawing attention amid a rebound and increased trading activity, with traders watching a repeatedly tested resistance area and speculating about a breakout or short squeeze. Optimism over a possible move higher is countered by concerns that previous rallies have faded; talk of an upcoming announcement or listing remains unconfirmed.

Alaska Air Group, Inc. is a holding company, which engages in the provision of air transportation services. It operates through the following segments: Alaska Airlines, Hawaiian Airlines, and Regional. The Alaska Airlines segment includes scheduled air transportation on Alaska's Boeing and Airbus jet aircraft for passengers and cargo. The Hawaiian Airlines segment refers to scheduled air transportation on Hawaiian's Boeing and Airbus aircraft for passengers and cargo. The Regional segment consists of Horizon's and other third-party carriers’ scheduled air transportation on E175 aircraft for passengers under CPAs. The company was founded in 1985 and is headquartered in Seattle, WA.

Alaska Air Group Inc.

Alaska Airs quarterly results and outlook are driving discussion: revenue growth was offset by sharply higher fuel costs, a reported loss, and a weaker loss outlook. Traders are split between focusing on premium and loyalty growth and betting that easing oil prices could help, while others remain concerned about fuel pressure and near-term losses.

Redwire Corp. engages in the development and provision of space and defense technologies and mission-critical solutions for government, commercial, and civil customers. Its offerings include spacecraft platforms, space infrastructure, avionics, sensors and payloads, power generation systems, radio frequency systems, microgravity research and manufacturing technologies, autonomous systems, optical sensors, and digital engineering solutions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Attention is centered on Redwires upcoming Q3 earnings, with traders watching support for a possible double bottom and looking for a catalyst to reverse recent weakness. Some expect a lift from strength in other space stocks, while others remain cautious about low volume and the stocks inability to hold gains.

MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It operates through the following segments: Materials and Magnetics. The Materials segment focuses on the operation of Mountain Pass, which produces refined rare earth oxides and related products, as well as rare earth concentrate products. The Magnetics segment is involved in the operation of Independence Facility, where the company began production of magnetic precursor products. The company was founded by James Henry Litinsky and Michael Rosenthal in 2017 and is headquartered in Las Vegas, NV.

MP Materials Corporation

MP is being discussed amid a broad rare-earth sector selloff and uncertainty over U.S.China negotiations and Chinese rare-earth shipments. Traders are split between near-term concerns about continued weakness and the longer-term case for U.S. supply-chain independence, government backing, and MPs magnet-production ramp.

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Sunrun (RUN) Stock Drops Despite Market Gains: Important Facts to Note

Sunrun (RUN) concluded the recent trading session at $6.89, signifying a -5.62% move from its prior day's close.

Zeo Energy vs. Sunrun: Which Solar Stock Is the Better Buy Now?

Sunrun's surging revenues, expanding battery storage and stronger cash position give it an edge over Zeo Energy in the competitive residential solar market.

Why Investors Need to Take Advantage of These 2 Oils and Energy Stocks Now

Why investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.

Sunrun (RUN) Increases Despite Market Slip: Here's What You Need to Know

Sunrun (RUN) closed the most recent trading day at $7.79, moving +2.64% from the previous trading session.

Want Better Returns? Don't Ignore These 2 Oils and Energy Stocks Set to Beat Earnings

Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.

Sunrun (RUN) Exceeds Market Returns: Some Facts to Consider

Sunrun (RUN) concluded the recent trading session at $7.77, signifying a +2.1% move from its prior day's close.

The latest trading day saw Sunrun (RUN) settling at $7.64, representing a -1.67% change from its previous close.

Why Sunrun (RUN) Dipped More Than Broader Market Today

Sunrun (RUN) reached $7.78 at the closing of the latest trading day, reflecting a -6.83% change compared to its last close.

Sunrun (RUN) Dips More Than Broader Market: What You Should Know

Sunrun (RUN) closed at $8.35 in the latest trading session, marking a -5.01% move from the prior day.

TSLA, RUN Stocks In Focus — 580 MW Heat-Wave Battery Drop Lifts Tesla And Sunrun Despite 2026 Losses

Equity

Sunrun and Tesla said more than 140,000 home batteries sent a record 580 megawatts into California’s grid on Sept. 9. 


Sunrun, Inc. engages in the design, development, installation, sale, ownership, and maintenance of residential solar energy systems. It sells solar service offerings and installs solar energy systems for homeowners. Customers can access its products through three channels: direct-to-consumer, solar partnerships, and strategic partnerships. The company was founded by Edward Harris Fenster, Robert Nat Kreamer, and Lynn Michelle Jurich in January 2007 and is headquartered in San Francisco, CA.

Sunrun Inc

Extremely Bullish Sentiment

<ul class="summary-bullets"><li>More than 140,000 household batteries discharged for three evening hours on Sept. 9, peaking above 580 megawatts—enough, the companies said, to cover every home in Sacramento County at peak.&nbsp;</li><li>About 110,000 Tesla Powerwalls supplied 517 megawatts; Sunrun owns or runs 55% of those units.&nbsp;</li><li>Sunrun CEO Mary Powell said the home-battery network now rivals many traditional backup plants.</li></ul><p><br>Sunrun (RUN) and Tesla (TSLA) said on Monday that more than 140,000 household batteries sent power into California’s grid on the evening of Sept. 9, when a heat wave lifted demand and wholesale prices.</p><p>The companies reported a peak of more than 580 megawatts over a three-hour window and described the coordinated discharge as the biggest residential virtual-power-plant event they have recorded.</p><p>State officials and utilities asked the companies to tap customer batteries for three hours so the grid had extra supply and prices could ease. About 110,000 Tesla Powerwall batteries supplied 517 megawatts. Sunrun owns or runs 55% of those units. Sunrun also used more than 30,000 batteries from other makers, adding 63 megawatts.</p><p>Tesla rose about 2.4% on Monday to near $373 amid a broader market rally. Sunrun gained about 4% to about $8.87.</p><h2 class="st-heading-2">A Second Night In Southern California</h2><p>The next evening, Southern California Edison asked for another three-hour release. The companies said they delivered more than 140 megawatts. If both nights had overlapped, they estimated more than 720 megawatts.</p><p>Sunrun CEO Mary Powell said the home-battery network now rivals many traditional backup plants and can lower costs even for people who never bought a battery.</p><h2 class="st-heading-2">Other News Impacting The Stocks</h2><p>On Monday, the Czech Republic provisionally cleared Tesla’s supervised Full Self-Driving software, the seventh European Union country to do so. Tesla said a local rollout would start soon. Drivers must still stay alert; the system is not fully self-driving.</p><p>Goldman Sachs also cut its Sunrun price target to $13 from $15 and kept a ‘Buy’ rating. The fresh price target still implies a potential upside of about 52% from the stock’s last close.</p><h2 class="st-heading-2">How Did Retail Traders React?</h2><p>On Stocktwits, retail sentiment around TSLA was extremely bearish at the time of writing, while sentiment around RUN stayed at bearish levels.</p><p><a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> has fallen 17% this year, while <a href="https://stocktwits.com/symbol/RUN">RUN</a> has lost 52%.&nbsp;</p><p>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/psky-wbd-stock-soars-as-paramount-skydance-reportedly-reaches-settlement-with-state-prosecutors-in-110-b-warner-merger/cZMRFR3RBIO">PSKY, WBD Stock Soars As Paramount Skydance Reportedly Reaches Settlement With State Prosecutors In $110B Warner Merger</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In this photo illustration, the Sunrun logo is seen displayed on a smartphone screen. (Source: Getty Images)

Sunrun and Tesla said more than 140,000 home batteries sent a record 580 megawatts into California’s grid on Sept. 9. 

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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	$7.57
Prev Close	$6.89
Open	$6.79
Dividend Yield	0.00%
50-Day Moving Average	$8.48
Beta	1.84
Avg. Volume	7.61M
PE Ratio	5.09

52-Week High	$21.95
52-Week Low	$6.78
Market Capitalization	$1.66B
EPS (Annual)	$1.71
Price to Book	0.52
Revenue Per Employee	$326,415.39

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