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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

Better-than-expected quarterly results, an ambitious AI-compute expansion outlook, and analyst upgrades are fueling bullish interest, though traders are questioning whether the growth story justifies the valuation. The rally is being met with profit-taking and concern that an upcoming lockup-share release could add selling pressure; a possible Tesla merger is also discussed but remains uncertain.

Strive, Inc. engages in the provision of an asset management Bitcoin treasury. It is focused on maximizing value for shareholders, accumulating bitcoin and outperforming bitcoin over the long run. The company was founded by Arshia Sarkhani, Jackson Fairbanks, Arman Sarkhani, and Kyle Fairbanks on March 9, 2022 and is headquartered in Dallas, TX.

Strive Inc. - Ordinary Shares - Class A

Strive Inc.

Strives Bitcoin-treasury expansion is driving attention, with traders focused on proceeds from its SATS preferred offering and reported Bitcoin purchases. Bulls welcome the larger treasury and rally, while skeptics warn that preferred dividends and continued share issuance could weigh on common shareholders.

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 drawing attention ahead of its earnings report after a prolonged selloff, with traders focused on whether results and guidance can support AI- and memory-related equipment demand. The community is split between dip-buyers anticipating a rebound and cautious traders citing continued downside risk and expensive short-dated options.

Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company was founded on June 3, 2024 is headquartered in New York, NY.

Skydance Corp. - Ordinary Shares - Class B

Skydances distribution of roughly 471 million long-dated warrants has dominated discussion, with the ex-warrant price reset and broker handling fueling confusion and sharp volatility. Some traders view the warrants as offsetting the share-price decline, while others worry about dilution and the heavy debt from the Warner Bros. Discovery deal.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta is drawing attention ahead of its quarterly report, with traders focused on AI-spending guidance and whether Muse and other AI investments can deliver returns. Bulls see continued spending and AI momentum as supportive, while bears worry about monetization, margins, and the New Mexico privacy penalty.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JD is selling off alongside other Chinese internet stocks as weakness in Hong Kong tech weighs on the sector. Traders are debating whether the unusually heavy volume signals further selling or a potential rebound from support; speculation about a news leak remains unconfirmed.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Analyst downgrades and price-target cuts are weighing on Chipotle shares amid concerns about lackluster sales momentum ahead of earnings. Some traders see the selloff as a buying opportunity, while others worry that weakening demand could drive further declines.

United Airlines Holdings, Inc. is a holding company, which engages in the provision of transportation services. It operates through the following geographical segments: Domestic, Atlantic, Pacific, and Latin America. The company was founded on December 30, 1968 and is headquartered in Chicago, IL.

United Airlines Holdings Inc

UAL is drawing attention after a sharp rebound despite a slight quarterly earnings miss and weaker profit guidance, with higher fuel costs pressuring margins. Traders are debating whether strong revenue and travel demandand the view that bad news was already priced inexplain the rally, while bears argue the fuel outlook warrants a lower share price.

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 Q3 earnings anticipation is overlapping with confirmed news that Tesla and SpaceX formed committees to explore a possible merger, helping fuel a rebound. Bulls see potential AI and robotics synergies, while skeptics call the deal speculative: no terms have been agreed, and shareholder approval would be required.

Icahn Enterprises LP is a holding company. It operates through the following segments: Investment, Automotive, Energy, Food Packaging, Real Estate, Home Fashion, Pharma, and Holding Company. The Investment segment consists of various private investment funds. The Automotive segment holds ownership in Icahn Automotive Group, LLC. The Energy segment refers to petroleum refining and marketing businesses. The Food Packaging segment involves the production and sale of cellulosic, fibrous, and plastic casings for the processed meat and poultry industry. The Real Estate segment offers rental real estate, property development, and resort activities. The Home Fashion segment deals with manufacturing, sourcing, marketing, distributing, and selling home fashion consumer products. The Pharma segments operate through Vivus, Inc., a specialized pharmaceutical company. The Holding Company segment manages acquisition and investment in operating businesses. The company was founded on February 17, 1987 and is headquartered in Sunny Isles Beach, FL.

Icahn Enterprises L P - Unit

Icahn Enterprises, L.P.

IEPs upcoming earnings are the focus, with some traders expecting support from the Pep Boys sale and Icahn Enterprises stake in CVR Energy, while others worry about hedging losses, debt maturities, and whether the distribution is sustainable. The selloff despite strength in CVR Energy has fueled frustration over managements limited communication and speculation about a short squeeze.

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Should You Buy Solaris Energy Infrastructure, Inc. (SEI) After Golden Cross?

When a stock experiences a golden cross technical event, good things could be on the horizon. How should investors react?

Solaris Energy Infrastructure Schedules Third Quarter 2026 Results Conference Call

Solaris Energy Infrastructure, Inc. (NYSE:SEI) (Solaris or the Company) announced today that it will host a conference call to discuss its third quarter 2026 results on Thursday, November 5, 2026 at 8:00 a.m. Central Time (9:00 a.m. Eastern Time). Solaris will issue its third quarter earnings...

Higher Interest Rates Aren’t Slowing AI Data Center Customers: Solaris Energy CEO 

Equity

In an interview with CNBC, Solaris Energy Infrastructure’s CEO Bill Zartler said that higher interest rates do not seem to be impacting any of its AI customers. 

Solaris Energy Infrastructure's Zartler on building power capacity

Solaris Energy Infrastructure's Zartler on building power capacity...

Wall Street Analysts See a 26.29% Upside in Solaris Energy Infrastructure, Inc. (SEI): Can the Stock Really Move This High?

The consensus price target hints at a 26.3% upside potential for Solaris Energy Infrastructure, Inc. (SEI). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

Buy These 3 Momentum Stocks to Profit From the Oil Surge

BKR, MPC and SEI offer different ways to tap tight oil markets, from energy technology and refining to logistics and power infrastructure.

Solaris Energy Infrastructure Announces Pricing of Upsized Offering of $1.25 Billion of 7.000% Senior Notes due 2032

Solaris Energy Infrastructure, Inc. (NYSE: SEI) (Solaris) today announced that Solaris Energy Infrastructure, LLC (the Issuer), a subsidiary of Solaris, has priced its offering (the Offering) of $1.25 billion aggregate principal amount of 7.000% Senior Notes due 2032 (the Notes). The Notes will...

Solaris Energy Infrastructure Announces Offering of $1.0 Billion of Senior Notes due 2032

Solaris Energy Infrastructure, Inc. (NYSE: SEI) (Solaris) today announced that Solaris Energy Infrastructure, LLC (the Issuer), a subsidiary of Solaris, intends, subject to market and other conditions, to offer (the Offering) for sale $1.0 billion aggregate principal amount of Senior Notes due 2032...

Surging Earnings Estimates Signal Upside for Solaris Energy Infrastructure, Inc. (SEI) Stock

Solaris Energy Infrastructure, Inc. (SEI) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Natural Gas ETFs in Focus as El Nino Gets Upgraded to "Super" Status 

Natural gas ETFs face shifting winter demand as a Super El Nino could suppress heating needs and weigh on gas prices.

Solaris Energy Infrastructure, Inc. is a holding company, which engages in the manufacture of patented mobile proppant management systems that unload, store, and deliver proppant to oil and natural gas well sites. The firm's products include Mobile Proppant and Mobile Chemical Management Systems, and Inventory Management Software. It operates through the following segments: Solaris Power Solutions and Solaris Logistics Solutions. The Solaris Power Solutions segment includes delivery of power generation, control, and distribution solutions. The Solaris Logistics Solutions segment designs and manufactures specialized equipment that enables the efficient management of raw materials used in the completion of oil and natural gas wells. The company was founded by William A. Zartler in 2014 and is headquartered in Houston, TX.

Solaris Energy Infrastructure Inc. - Ordinary Shares - Class A

Bearish Sentiment

<ul class="summary-bullets"><li>Zartler said margins and fundamentals from its own business and other power generators suggest the AI buildout isn't slowing despite higher interest rates.&nbsp;</li><li>He added that what's happening in the industry also indicates that “it's very, very early in terms of the adoption” of the technology.&nbsp;</li><li>U.S. companies have issued nearly $500 billion in new debt in 2026 to finance AI infrastructure, according to Bloomberg data.</li></ul>Solaris Energy Infrastructure Inc.’s (SEI) co-CEO Bill Zartler said on Thursday that higher interest rates are not impeding artificial intelligence buildouts.&nbsp;In an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=d0iG59wPJb0">interview</a> with CNBC, he said, “At this point, the rates don't seem to be impacting any of our customers. The customers are out raising money today, and they're evaluating this.”Solaris Energy Infrastructure, which traditionally supplied power to oil and gas operations, began pivoting from its traditional oilfield services business toward providing distributed power solutions for AI data centers in the years leading up to the COVID-19 pandemic.&nbsp;<h2 class="st-heading-2">AI Data Center Debt Is Rising Despite Higher Interest Rates</h2>Zartler said margins and fundamentals from its own business and other power generators point to the fact that the AI buildout is not slowing despite higher interest rates.&nbsp;He added that what's happening in the industry also indicates that “it's very, very early in terms of the adoption” of the technology.&nbsp;The Federal Reserve hiked benchmark interest rates to 3.75% to 4% at its latest September meeting, with forecasts suggesting more hikes are on the cards.&nbsp;U.S. companies have issued nearly $500 billion in new debt in 2026 to finance AI infrastructure. Analysts at Goldman Sachs and JPMorgan expect AI-related borrowing to climb further, with projections reaching up to $1.2 trillion in coming cycles and cumulative borrowing potentially reaching multiple trillions of dollars by 2030.&nbsp;Broadcom Inc. (AVGO) alone could&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-10-08/ai-debt-spree-hammers-tech-debt-as-traders-rush-to-reprice-risk">raise</a> about $600 billion to finance computing capacity in the coming years.&nbsp;“I can see it in our business. I can see the use of AI and the use of the computer tools, both growing in our operations from a mechanics and maintenance perspective, info perspective, in our HR systems. I think we're still nascent in the adoption of this tool, and it's really just an evolving tool for the industry,” Zartler said.&nbsp;<h2 class="st-heading-2">Solaris Highlights Long-Term AI Power Contracts</h2>Zartler also said that natural gas availability is not the primary constraint on powering AI data centers, with pipeline development dependent on securing rights-of-way.&nbsp;As data centers move to non-municipal areas where land access is easier, pipeline bottlenecks can take “months,” not longer, he said.&nbsp;Currently, Solaris signs power supply contracts lasting 10 to 15 years, though its portfolio includes agreements ranging from four to 15 years. Zartler described the business as “high capital intensity upfront” with “a long-term tail of earnings,” adding that the company weighs contract pricing against duration and deployment timing.The company has expanded several AI and power infrastructure contracts in 2026, including a turnkey power plant agreement with Hatchbo of 660 MW with a potential 18-year term. The company also increased a customer’s microgrid capacity from 60 MW to approximately 80 MW and extended the contract from four to six years.&nbsp;Separately, it upsized a previously announced contract by 130 MW and signed a 10-year agreement to provide more than 600 MW to a global technology company.&nbsp;<h2 class="st-heading-2">SEI Stock: Retail Stance</h2>On Stocktwits, retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/SEI">SEI stock</a> was ‘neutral’ at the time of writing amid ‘low’ message volumes.&nbsp;SEI stock is up more than 45% in 2026.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Solaris Energy Infrastructure logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Higher Interest Rates Aren’t Slowing AI Data Center Customers: Solaris Energy CEO

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Meta ($META) reports earnings after the close today. What do you expect?

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) reports earnings after the close today. What do you expect?

Current Price	$70.10
Prev Close	$63.34
Open	$66.12
Dividend Yield	1.04%
50-Day Moving Average	$64.24
Beta	2.22
Avg. Volume	2.85M
PE Ratio	80.47

52-Week High	$86.19
52-Week Low	$38.50
Market Capitalization	$5.08B
EPS (Annual)	$0.6603
Price to Book	4.41
Revenue Per Employee	$1.33M

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