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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 Q3 results and upbeat outlook for AI-compute expansion are driving attention, alongside a wave of analyst upgrades. Traders also debate the potential Tesla merger and whether heavy spending, valuation, and a large share unlock could weigh on the rally.

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

Softer-than-expected fourth-quarter guidance and a reduced advertising outlook overshadowed Netflixs earnings beat, prompting analyst target cuts and a sharp selloff. Traders are divided between calling the decline an overreaction and buying the dip, and warning that slowing growth, content concerns, and competition from YouTube could keep pressure on the stock.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment includes To-Home businesses, which include Ele.me, local services and delivery platforms, and Taoxianda, and To-Destination segment businesses, which include Amap, the provider of mobile digital maps, navigation and real-time traffic information, and restaurant and local services guide platforms. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solutions. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is drawing attention amid a broader selloff in Chinese equities, with traders pointing to persistent underperformance, policy uncertainty and weak sentiment rather than a clear company-specific catalyst. Dip-buyers argue the shares are undervalued and highlight AI and cloud prospects, while bears see a continuing value trap and question whether any rebound can last.

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 upcoming earnings are the main focus as shares weaken, with traders debating rumors of sharply higher AI spending and whether Cloud growth can justify the cost amid concerns that AI could pressure Search advertising. Dip-buyers point to the companys AI and Cloud prospects, while bears see spending and competition as risks to the outlook.

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

Bullish chatter centers on CRCLs move higher and a possible breakout from a base, with traders also pointing to Bitcoin strength and the OCCs finalized GENIUS Act stablecoin rules as supportive context. Others remain skeptical, citing concerns about USDC circulation and whether the rally can hold.

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 sharply raised preliminary revenue and gross-margin outlook, attributed to stronger AI-server demand, is driving attention and a rally. Bulls see evidence of accelerating growth, while skeptics question whether margins and cash flow can hold up and whether the gains will last.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoins rebound has traders focused on whether it can break through near-term resistance, with many anticipating a short squeeze and further gains. Others call the move a bull trap and expect another pullback, leaving the debate centered on whether the rally can hold.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabets steep decline ahead of earnings is prompting debate over weak price action and whether heavy AI and data-center spending will generate adequate returns; some traders also point to growing competition in advertising and search. Bulls call the selloff an overreaction and buy the dip, while bears cite technical weakness and want evidence of returns from the spending.

Bitdeer Technologies Group engages in the cryptocurrency mining industry. It generates income through its proprietary mining datacenters. The firm handles complex processes involved in computing such as equipment procurement, transport logistics, datacenter design and construction, equipment management, and daily operations. The company was founded by Wu Jihan in December 2021 and is headquartered in Singapore.

Bitdeer Technologies Group. - Ordinary Shares - Class A

Bitdeer Technologies Holding Co

Bitdeers September operations updateshowing sharply higher Bitcoin production and a multi-billion-dollar AI Cloud backlog tied to Malaysia data-center commitmentsis driving discussion. Traders welcome the growth but are frustrated that the shares have lagged Bitcoin and peer miners, with some blaming short selling, an unconfirmed explanation.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Attention centers on the pending FDA decision on Capricors deramiocel for Duchenne muscular dystrophy, with the application now focused on upper-limb function. Traders are split: some see the amended data as supporting approval and are buying or holding, while others point to disputed trial analyses and the prior advisory-panel vote as reasons to fear another rejection, fueling volatile sentiment.

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NOC Stock Eyes Third Green Week: Northrop Grumman CEO Sees Strong Demand Across Defense And Space As Backlog Surges To $110B  

Equity

Record backlog, higher revenue, and raised guidance signal strong defense demand. 


PLTR Stock Gains After Palantir Expands Federal Push With Knox Systems Partnership 

The partnership combines Palantir’s accredited infrastructure with Knox’s process for accelerating federal cloud authorization.


Defense ETFs in Spotlight Ahead of Q3 Earnings Season

Defense ETFs draw attention ahead of Q3 earnings as rising Treasury yields pressure valuations, while strong demand may support growth. 

LMT Stock Tracks Best Week Since Mid-August: CEO Calls Defense Demand ‘Permanent’ As $300M Texas Expansion Takes Shape 

Lockheed Martin aims to increase annual PAC-3 MSE missile production from about 600 to at least 2,000 over time. 

Palantir's Growth Story Gets a Goldman Boost: ETFs to Consider

Palantir's rally gains steam as Goldman Sachs turns bullish and Dan Ives names it a top tech pick for 2027. Here we present some ETFs that offer exposure to PLTR.

PLTR Stock Is Just $8 Away From Making Another Record High, Goldman Sees A ‘Step Function Change’ In Palantir’s AI Opportunity

Goldman expects Palantir could enter another phase of outperformance into 2027 and said the stock trades at a discount to its growth peers following its year-to-date underperformance.


NOC Stock Heads For Second Red Week: BofA Calls Northrop Attractive Despite Losing Navy Contract To Boeing 

BofA remains bullish on Northrop, citing major defense programs and potential protest prospects. 


Defense ETFs to Gain as EU Allies Push for a Rearmament Boost

EU allies seek to redirect hundreds of billions toward defense, potentially boosting ETFs as Europe moves to address security gaps.

RTX Stock Rises Overnight: Raytheon Lands $20.7B Missile Deal As Pentagon Pushes To Ramp Up Production 

Raytheon’s AMRAAM is a fifth-generation missile used by 44 countries and deployed for air-to-air and defense missions. 


Palantir Soars on Blowout Q2 Results: ETFs to Benefit 

Palantir soared nearly 30% after crushing Q2 estimates on booming AI demand. These ETFs could ride the momentum despite valuation concerns.

Global X Funds - Global X Defense Tech ETF

Bullish Sentiment

<ul class="summary-bullets"><li>Northrop Grumman CEO Kathy Warden said the company’s Q3 book-to-bill ratio reached 1.5 times, lifting its backlog to a record $110 billion.&nbsp;</li><li>Warden highlighted strong demand for defense, space and autonomous technologies.&nbsp;</li><li>The company advanced Sentinel missile development, completing a key assembly milestone in Q3.&nbsp;</li></ul><p>Northrop Grumman Corp. (NOC) stock is heading for its third straight weekly gain as the defense contractor reported strong demand across its aerospace and defense businesses. CEO Kathy Warden highlighted a record $110 billion backlog, while fiscal third-quarter (Q3) 2026 sales rose 7% year-on-year and the company raised its 2026 outlook.&nbsp;</p><p><a href="https://stocktwits.com/symbol/NOC">Northrop Grumman stock</a> edged 0.3% lower overnight ahead of Wednesday, after a nearly 5% gain in regular session. The stock is up 2.7% so far this week.</p><h2 class="st-heading-2">Northrop’s Record Backlog Reflects Strong Customer Demand</h2><p>Speaking during the Q3 earnings call, Northrop Grumman CEO Kathy Warden said customers are more frequently relying on Northrop Grumman for advanced capabilities designed to operate in challenging security environments.&nbsp;</p><p>“We have leading roles in the strategic triad, space superiority, microelectronics and homeland defense. We also offer innovative and cost-effective solutions in emerging market segments, including counter-UAS and autonomous systems,” said Warden.&nbsp;</p><p>Northrop Grumman received more orders than the revenue it earned in Q3, with a 1.5 book-to-bill ratio. This pushed its total backlog to a record $110 billion.&nbsp;</p><h2 class="st-heading-2">Sentinel And Satellite Network Expansion Gains Momentum&nbsp;</h2><p>Northrop's Sentinel intercontinental ballistic missile program continues to progress through development and testing.&nbsp;</p><p>“In the quarter, we completed the first full vertical assembly of an inert missile at Vandenberg Space Force Base and gained approval from the U.S. Air Force on Sentinel design maturity for first flight to proceed in 2027. This program is a key growth driver this year and throughout the 2030s as we complete the development and transition into production,” said Warden.</p><p>Northrop Grumman's Space Systems division provides satellites and ground equipment for a U.S. military network designed to improve communications and tracking from space. “In the next 6 months, we expect a sustained cadence of launches with nearly 50 of our 150 satellites planned for deployment to support transport and tracking missions.”&nbsp;</p><h2 class="st-heading-2">Northrop Grumman's Higher Revenue And Earnings</h2><p>In Q3, the Virginia-based defense contractor reported $11.1 billion in revenue with $7.89 earnings per share. While revenue matched Street expectations, earnings beat the $7.18 estimate, according to Fiscal.ai.&nbsp;</p><p>The company secured $16.4 billion in new awards during the quarter. Major awards included $2 billion for the Sentinel program, $1.4 billion tied to Virginia-class submarines, and $1.3 billion for the F-35 program. Northrop increased its segment operating income range to $4.94 billion - $5.04 billion from $4.85 billion - $5 billion.&nbsp;</p><h2 class="st-heading-2">NOC Stock: Retail View&nbsp;</h2><p>On Stocktwits, retail sentiment around the stock improved to ‘extremely bullish’ from ‘bullish’ territory the previous day. The stock saw a whopping 1,650% surge in message volume over the past week, with watchers up 0.3%.&nbsp;</p><p>A user&nbsp;<a href="https://stocktwits.com/stockpicker63/message/666915018">said</a>, “STRONG BULLISH CATALYST. Defense momentum is accelerating!”&nbsp;</p><p>Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-brze-hlt-has-stocks-hit-52-week-highs-today/cZxtFTNRBHl">Why Did BRZE, HLT, HAS Stocks Hit 52-Week Highs Today?</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

A missile on display on the Northrop Grumman stand at the Eurosatory International Defence and Security Exhibition.

Northrop Grumman Corp. (NOC) stock is heading for its third straight weekly gain as the defense contractor reported strong demand across its aerospace and defense businesses. CEO Kathy Warden highlighted a record $110 billion backlog, while fiscal third-q

NOC Stock Eyes Third Green Week: Northrop Grumman CEO Sees Strong Demand Across Defense And Space As Backlog Surges To $110B

iShares Dow Jones US Aerospace & Defense

Northrop Grumman Corp.

Global X Defense Tech ETF

Hold rates steady

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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.

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