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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 strong third-quarter results and upbeat outlook for AI and compute expansion are driving attention, with analyst upgrades and Tesla merger discussions adding to the rally. Traders are weighing that growth story against concerns about high capital spending, valuation and a large share unlock.

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 post-earnings selloff is centered on weaker-than-expected guidance and a reduced advertising outlook, despite an earnings beat; analyst downgrades and concerns about slowing growth and competition have added pressure. Traders are divided between expecting further declines and viewing the drop as an overreaction and a buying opportunity.

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 upsized SATS preferred-stock offering has closed, and traders are focused on using the proceeds to expand its Bitcoin treasury, alongside recent Bitcoin purchases and a Bitcoin rally. Bulls see growing Bitcoin holdings as supportive, while critics argue the preferred dividends and ongoing share issuance create financing costs and dilution risk for common shareholders.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

The finalized GENIUS Act rules for stablecoin issuers are being viewed by traders as a positive regulatory development for Circle and USDC, alongside chatter about a Citi upgrade. The community is largely bullish on the rebound, though some are debating whether the breakout can hold.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabets selloff is being discussed around upcoming earnings, with traders speculating that AI spending could rise sharply and debating whether AI competitors threaten Search advertising. Some see that risk as outweighing growth in Cloud, while others view the weakness as a buying opportunity and expect AI and Cloud demand to support the business.

Six Flags Entertainment Corp. engages in operating amusement parks in North America. It operates amusement parks, water parks, and resorts. The company is headquartered in Charlotte, NC.

Six Flags Entertainment Corp.

Six Flags Entertainment Corp

A fatal rider accident at Six Flags Over Georgia and precautionary closures of similar coasters during the investigation are fueling concern about safety, legal exposure, and possible damage to attendance. Traders are also focused on the companys heavy debt and weak financial outlook, while some see the selloff as a buying opportunity or potential short-squeeze setup.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

Traders are linking the semiconductor rebound to SpaceX commentary that AI compute demand is exceeding available capacity, alongside upbeat AI-demand guidance from Super Micro. Bullish views see sustained AI infrastructure spending supporting chip demand, while bears remain concerned about debt, spending returns and whether the recent selloff signals a broader AI-trade unwind.

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 steep decline toward new lows is driving concern about its losses, unit dilution from distributions paid in units, and whether the quarterly payout is sustainable; traders are looking to upcoming earnings for clarity. Some bulls point to IEPs CVR Energy stake and high short interest as potential support, while skeptics argue those factors have not reversed the prolonged slide.

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 raised preliminary quarterly outlook, citing stronger AI-server demand and improved gross-margin expectations, is driving attention. Bulls view the update as evidence of accelerating growth, while skeptics point to execution, cash-flow and credibility concerns and frustration that the stock has given back some of its gains.

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 drawing attention after a sharp, high-volume selloff broke a closely watched support level; some traders speculate about an undisclosed catalyst, but the messages do not confirm one. The discussion also reflects broader weakness in Chinese equities, with bearish frustration competing against value-focused buying and calls to accumulate.

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Is SoFi Select 500 ETF (SFY) a Strong ETF Right Now?

Should SoFi Select 500 ETF (SFY) Be on Your Investing Radar?

Sofi S&P 500 ETF (SFY) Touches Fresh 52-Week High

SFY hits a 52-week high as megacap tech gains and softer labor data boost growth-focused stocks.

SoFi CEO Anthony Noto Calls 2026 A 'Defining Year' Amid Guidance Raise – Retail Shrugs Off The Stock Price Decline

Equity

SoFi raised its full-year 2026 revenue outlook to $4.75 billion to $4.85 billion, up from its earlier guidance of $4.66 billion.


Tidal Trust I - SoFi Select 500 ETF

Bearish Sentiment

<ul class="summary-bullets"><li>SoFi reported record second-quarter revenue of $1.21 billion, up 43% from a year earlier, and above estimates of $1.13 billion, according to Fiscal.ai</li><li>Second-quarter Lending segment revenue surged 63% while Financial Services revenue jumped 29%.</li><li>Earnings for the quarter came in line with the consensus estimate of $0.12 per share.</li></ul>SoFi Technologies (SOFI) shares drew investor buzz on Wednesday after the firm raised its full-year revenue guidance, with CEO Anthony Noto stating that the second quarter is an inflection point.<blockquote>“2026 is shaping up to be a defining year, and our second quarter results mark a clear inflection point for SoFi. Despite continued market uncertainty, our business model continues to prove its durability,” said Anthony Noto, CEO of SoFi.</blockquote>SoFi raised its full-year 2026 revenue outlook to $4.75 billion to $4.85 billion, representing 32% to 35% year-over-year growth.&nbsp; Last quarter, the company had guided for $4.66 billion.SoFi maintained its forecast for adjusted earnings before interest, tax, depreciation, and amortization (EBITDA) of about $1.6 billion, adjusted net income of around $825 million, and adjusted earnings per share (EPS) of around $0.60 for 2026. Management also reaffirmed its expectation for total member growth of at least 30% year over year.Despite this,&nbsp;<a href="https://stocktwits.com/symbol/SOFI">SOFI stock</a> was down 5,7% in pre-market trading.<h2 class="st-heading-2">SoFi’s Q2: The Key Numbers</h2>SoFi reported record Q2 revenue of $1.21 billion, up 43% from a year earlier, while diluted EPS came in at $0.12. The revenue figure topped Wall Street expectations of $1.13 billion, while earnings matched the consensus estimate of $0.12, according to Fiscal.ai.Growth was driven by strong performance in SoFi’s core businesses, with Lending segment revenue jumping 63% year over year to $724.8 million and Financial Services revenue rising 29% to $466.3 million. However, the Technology Platform segment generated $84.5 million in revenue, down 23% from a year ago, reflecting the impact of a large client that exited the platform before the end of 2025.The fintech company also posted a record quarter for loan originations, with total originations rising to $14.8 billion, up more than $2.6 billion from the previous quarter.<h2 class="st-heading-2">Retail’s Take On SOFI</h2>Retail sentiment on Stocktwits turned ‘bullish’ from ‘bearish’ a day earlier, amid a 140% increase in message volumes. SOFI was also among the top trending tickers on the platform at the time of writing.One user called the stock’s decline a “typical post-earnings price action.”<stembedurl>https://stocktwits.com/ELI666/message/660296198</stembedurl>The stock is down 39% so far this year.Also read:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/reddit-earnings-previrew-keybanc-bullish-ai-ebitda-margin-gains/cZNRsdrRJRl">Reddit Heads Into Earnings With Fresh AI Bull Case – This Analyst Sees Path To 50% EBITDA Margin</a>

In this photo illustration, a person holds a smartphone displaying the logo of SoFi Technologies Inc.

SoFi raised its full-year 2026 revenue outlook to $4.75 billion to $4.85 billion, up from its earlier guidance of $4.66 billion.

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