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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 quarterly earnings beat, rapid growth in AI-compute revenue and an aggressive expansion outlook are driving attention, alongside preliminary discussions of a possible Tesla merger. Many traders are bullish on the growth story and anticipate further gains, while skeptics question the valuation, heavy spending and credibility of Musks ambitious forecasts.

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 update sharply raised its quarterly revenue and gross-margin outlook on stronger AI platform demand, driving a strong after-hours rally. Traders largely welcomed the results as evidence of improving business momentum and a possible short squeeze, while some questioned whether the gains would hold given the companys history of volatility and execution 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 earnings beat expectations, but a softer fourth-quarter outlook, slowing revenue growth, and a reduced advertising forecast have driven a sharp selloff. Traders are split between buying the dip on the companys profitability and buybacks, and warning that weaker growth and streaming competition could keep pressure on the shares.

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 Aerospaces strong quarterly results and raised outlook are being overshadowed by a sharp selloff, extending traders frustration that earnings beats have not translated into gains. The debate centers on whether the decline is profit-taking and high expectations or reflects real concerns about cash flow, rising costs, supply constraints, and an insurance loss.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

CELHs move toward and briefly above the $30 level has traders focused on whether the stock can sustain a technical breakout, with some pointing to higher volume and others expecting another rejection. Pepsi buyout talk and hopes around earnings appear in the discussion, but remain speculation rather than a confirmed catalyst.

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 earnings beat was followed by a sharp selloff, as traders focused on slower procedure growth, a cautious outlook and planned da Vinci pricing cuts, alongside a one-time antitrust settlement. Some investors view the reaction as excessive given continued business growth, while others see the growth and pricing pressures as reasons for caution.

Disc Medicine, Inc. is a clinical-stage biopharmaceutical company, which engages in the discovery, development, and commercialization of treatments for hematologic diseases. It assembles a portfolio of clinical and preclinical product candidates that aim to modify fundamental biological pathways associated with the formation and function of red blood cells, specifically heme biosynthesis and iron homeostasis. The company was founded in October 2017 and is headquartered in Watertown, MA.

Disc Medicine Inc

Disc Medicine shares drew attention after bitopertin met all primary and secondary endpoints in the Phase 3 APOLLO trial, supporting a planned FDA resubmission. Traders are now debating the dilutive effect of the upsized public offering, priced below the recent trading level, against the added funding for development and potential commercialization.

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia, and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Lam Research Corp.

Lam Research is in focus ahead of its quarterly earnings report, with traders watching guidance and semiconductor-equipment demand amid a sharp pullback. The debate is split between buyers treating weakness and support levels as an opportunity and bears concerned about further sector pressure and high expectations.

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 Phase 3 REGAL AML trial reaching its 80-event final-analysis trigger; the last disclosed count was 78, and traders are also watching for SLS009 updates. Some interpret the CEOs next chapter remarks and the companys ASH presence as possible buyout or partnership clues, while skeptics note there is no confirmed deal or trial result and view the rally as speculative.

Fabrinet engages in the provision of optical packaging and precision optical, electro-mechanical, and electronic manufacturing services to original equipment manufacturers (OEMs). The firm's services include process design and engineering, advanced optical packaging, printed circuit board assembly and test, new product introduction, supply chain and inventory management, and customized glass and crystal optics fabrication. The company was founded by David Thomas Mitchell on August 12, 1999 and is headquartered in George Town, Cayman Islands.

Fabrinet

Fabrinets sharp selloff despite an earnings beat and upbeat outlook is driving discussion, with traders pointing to weak free cash flow, heavy investment and working-capital needs as possible concerns. Others see the drop as an overreaction, citing continued AI data-center and optical-connectivity demand and debating whether the stock is oversold.

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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.

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