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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 and outlook are driving attention, with traders focused on rapid AI-compute growth, a return to profitability and plans for heavy infrastructure spending. Bulls see the results as evidence of an expanding AI business, while skeptics question the valuation, cash demands and potential share-unlock pressure; preliminary Tesla merger discussions add another speculative theme.

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

Netflix shares are under pressure after its quarterly profit beat expectations, but a softer fourth-quarter outlook and slowing revenue growth overshadowed the results; the company also lowered its advertising revenue forecast. Bears see growth and ad execution as key concerns, while bulls argue the selloff overstates the risk given the profitable quarter and share buybacks.

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 sharply raised its sales outlook and projected improved gross margins, citing stronger AI-platform demand. Bulls welcomed the upside surprise and speculated about short covering, while skeptics questioned whether the gains and improved margins would 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 Chinese orders for Nvidias export-compliant GPUs are renewing discussion of strong AI-chip demand, though traders are frustrated that the news has not translated into a stronger share-price response. The debate also reflects optimism about continued AI infrastructure spending after SpaceX and Super Micro updates, balanced by worries about valuations, financing, and whether that spending will generate returns.

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 sharp rebound has traders focused on the anticipated 80th-event trigger and final analysis of its Phase 3 REGAL AML trial, with some also speculating about a buyout. The event count and trial results remain unconfirmed; bullish expectations of a major catalyst are countered by skepticism that the move is trading momentum without new data.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energys upcoming Q3 earnings are the main focus, with traders debating whether results and guidance can justify its premium valuation after a sharp, volatile pullback. Bulls point to fuel-cell demand from AI data centers and recent power-project deals, while skeptics warn that expectations are high and the broader AI selloff could keep shares under pressure.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

Traders are focused on potential DefenCath reimbursement upside after the HHS kidney-care plan highlighted barriers to financing dialysis innovation, which they see as support for CorMedixs request for a separate infection-prevention payment category. CMS action remains uncertain, and the discussion also weighs DefenCaths adoption and pricing against competition; REZZAYOs FDA priority review is another cited growth catalyst.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

SOXX is drawing attention amid a prolonged semiconductor selloff, with traders questioning whether AI infrastructure spending and chip demand can justify the sectors high expectations amid financing concerns and competition. The community is split between expecting an oversold bounce on still-strong AI demand and warning that the decline could deepen.

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

Tesla and SpaceX have formed independent committees to explore a potential merger, fueling speculation that a combination could benefit Tesla while prompting skepticism about deal terms, valuation, and whether it will happen at all. Traders are also positioning around Teslas upcoming earnings, with debate over whether results or merger-related commentary will drive the next move.

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

Traders are focused on Seas reported plans for a Monee fintech listing and a new AI cloud business, with the announcements coinciding with a sharp selloff. The community is split between seeing the moves as potential value creation and worrying about uncertainty, spending, and Shopee competition; some also view the decline as an oversold buying opportunity.

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Trump targets Biden appointee over jobs data accuracy

Investing.com -- President Donald Trump announced plans to fire Dr. Erika McEntarfer, Commissioner of Labor Statistics, accusing her of manipulating employment data for political purposes during the election.

Fed’s Bostic: Jobs data show economy may be weakening

Investing.com -- Federal Reserve Bank of Atlanta President Raphael Bostic said Friday’s employment numbers raise concerns about risks to the job market, suggesting the economy may be weakening more broadly.

Wall Street strategist explains how to navigate an ’AI Bubble’

Investing.com -- The latest Sevens Report on Friday warned that a divergence between AI chipmakers and the broader equity market may be signaling early risks of an “AI bubble,” advising investors to monitor the semiconductor sector for signs of a market peak.

Barclays continues to prefer U.S. vs. Rest of the World stocks

Investing.com -- In a note on Friday, Barclays reiterated its preference for U.S. equities over international markets, pointing to an improving earnings outlook, relatively resilient valuations, and favourable positioning across investor groups.

Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF

Dell Stock Set To Hit 1-Month Low After Q3 Revenue Miss, Sub-Par Guidance: Retail Stays Firmly Bullish

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Neutral Sentiment

Dell Technologies, Inc. (<a class="mention" data-mention="$DELL" data-symbol-id="DELL" href="https://stocktwits.com/symbol/DELL" target="_blank">$DELL</a>) shares fell sharply in Wednesday’s premarket session after the computer and peripherals maker announced mixed results for the fiscal-year 2025 third quarter results but retailers aren’t ready to give up on the stock.&nbsp;Round Rock, Texas-based Dell reported third-quarter non-GAAP earnings per share (EPS) of $2.15, up from $1.88 earned a year-ago. The bottom-line result exceeded the consensus estimate of $2.06.Revenue climbed 12% year-over-year (YoY) to $24.4 billion, slightly shy of the consensus estimate of $24.67 billion.Among business segments, infrastructure solutions group (ISG) revenue rose 34% YoY to $11.4 billion or roughly 47% of the revenue. Within this segment, servers and networking revenue jumped a steeper 58% to $7.4 billion, fueled by strong demand for traditional and artificial intelligence servers.Dell shipped $2.9 billion of AI servers in the third quarter, resulting in an AI server backlog of $4.5 billion.The company said AI server orders were at a record $3.6 billion in the quarter, primarily driven by Tier 2 cloud service providers with continued growth in enterprise customers.&nbsp;Clients solutions group’s (CSG) revenue was down 1% at $12.1 billion, with a 3% increase in commercial client revenue more than offset by a 18% decline in consumer revenue.Dell generated cash flow from operations of $1.6 billion in the third quarter and ended the three-month period with $16.6 billion in cash and investments.&nbsp;&nbsp;Yvonne McGill, CFO of Dell said, "We continued to build on our AI leadership and momentum, delivering combined ISG and CSG revenue of $23.5 billion, up 13% year over year.""Our continued focus on profitability resulted in EPS growth that outpaced revenue growth, and we again delivered strong cash performance."On the earnings call, the company issued a cautious commentary regarding enterprise and large customers, which appear to be mindful of their spend in the near term. The company guided to fourth-quarter revenue to be between $24 billion and $25 billion, with ISG and CSG combined growing 13%.Dell expects non-GAAP EPS of $2.50, plus or minus $0.10This compares to the consensus of $25.43 billion and $2.61, respectively.The company expects to full-year revenue to grow 9% at the midpoint and non-GAAP EPS to come in at $7.81, which trailed the average analysts’ estimate for 10% growth and $7.84, respectively."We expect multiple tailwinds going into next year, including more robust AI demand supported by our strong 5-quarter pipeline," said CFO McGill. "There's also an aging installed base in both PCs and traditional servers that are prime for a refresh," the executive said.Morgan Stanley said Dell outperformed most key metrics that were on investors’ radar. The firm, however, predicted negative stock reaction as the stock is a "crowded consensus buy long," the third-quarter CSG missed and the guidance was cautious.The firm said it would be buyers on any post-earnings weakness.Reacting to the results, the stock was down a steep 11.55% at $125.37 as of 7:19 a.m. ET in premarket trading. If the premarket losses carry over to the regular session, the stock is on track to touch a one-month low.&nbsp;For the year, the stock has gained over 88% compared to the S&amp;P 500’s 26% jump and the Nasdaq Composite’s nearly 28% rise.<figure class="image"><a href="https://stocktwits.com/symbol/DELL"><img style="aspect-ratio:635/133;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/dell_sentiment_fb74cb52ee.png" alt="dell-sentiment.png" width="635" height="133"></a><figcaption>DELL sentiment and message volume November 27, 2024, premarket as of 7:19 am ET | Source:&nbsp;Stocktwits</figcaption></figure>Retail sentiment toward the stock, however, remained buoyant. On Stocktwits, users stayed ‘bullish’ (64/100), and the buoyant mood triggered. 'extremely high' levels of message volume.A user felt the stock is cheap as its market cap is almost on level with revenue.<stembedurl>https://stocktwits.com/marvessa/message/594252681</stembedurl>Another shrugged off the post-earnings weakness as a typical trend. While the stock could test the $115 level in the short term, it could do just fine in the long term, he said.<stembedurl>https://stocktwits.com/Buffetty/message/594244883</stembedurl>For updates and corrections email <a target="_blank" rel="noopener noreferrer nofollow" href="mailto:newsroom@stocktwits.com">newsroom@stocktwits.com</a>&nbsp;Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rambus-initiated-at-outperform-at-baird/cJIWrizRgU">Rambus Stock Powers Up After Memory Chipmaker Snags A Bullish Rating: Retail Upbeat</a>

Morgan Stanley says it is a buyer of any post-earnings dip.

Dell said it expects multiple tailwinds going into next year, including more robust AI demand supported by its strong 5-quarter pipeline.

Dell Technologies Inc

Invesco S&P 500 Revenue ETF

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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	$135.18
Prev Close	$134.12
Open	$134.38
Dividend Yield	N/A
50-Day Moving Average	$132.96
Beta	N/A
Avg. Volume	273,936.98
PE Ratio	N/A

52-Week High	$135.88
52-Week Low	$109.26
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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