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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 earnings beat was overshadowed by softer revenue guidance, a reduced advertising outlook, and concerns about slowing growth, prompting analyst downgrades and price-target cuts. Traders are split between viewing the outlook and competition concerns as signs of a deeper growth problem and treating the selloff as an overreaction and buying opportunity.

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 Micro sharply raised its preliminary fiscal Q1 outlook on stronger AI-platform demand and improved gross-margin expectations, driving a rally. Traders largely welcomed the demand signal and speculated about a short squeeze, while skeptics questioned whether margins, cash flow and execution can sustain the move.

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, including its first profit as a public company and rapid AI-compute growth, prompted a rally and a wave of analyst upgrades. Traders are broadly upbeat, while skeptics point to heavy capital spending and upcoming share unlocks; a possible Tesla merger is also being discussed but remains exploratory.

AT&T, Inc. is a holding company, which engages in the provision of telecommunications and technology services. It operates through the Communications and Latin America segments. The Communications segment offers wireless, wireline telecom, and broadband services to businesses and consumers located in the US and businesses globally. The Latin America segment provides wireless services and equipment in Mexico. The company was founded in 1983 and is headquartered in Dallas, TX.

AT&T, Inc.

AT&T Inc

AT&Ts earnings beat and higher outlook failed to prevent a selloff, with traders pointing to postpaid phone additions falling short of expectations. The reaction is debated as either concern about subscriber momentum and lingering SpaceX competition or an overreaction to otherwise solid results, with some investors buying the dip.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

BCRX is drawing attention amid persistent share-price weakness despite community references to ORLADEYO growth and profitable results, fueling criticism of management and calls for buybacks or a sale. Some traders point to future navenibart and Netherton data and continued ORLADEYO growth as potential catalysts, while skeptics focus on dilution, debt and uncertainty around the companys acquisition-led strategy.

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 preferred-stock offering and continued Bitcoin purchases are driving discussion, with bulls viewing the financing as fuel for treasury growth while skeptics warn that dilution and preferred-dividend obligations could weigh on common shareholders.

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 have traders focused on Google Cloud growth and whether AI investments can generate returns, amid widespread concern about heavy capital spending and speculation it could rise further. The debate is split between dip-buyers citing Alphabets AI and cloud businesses and bearish traders worried about spending, search disruption, and the shares persistent weakness.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

Early Phase 1 azer-cel findings in progressive MS are the main focus, with traders highlighting reported deep B-cell depletion and disability or MRI signals as a potential growth story beyond BRIUMVI. The reaction is broadly optimistic but tempered by the small, preliminary study and uncertainty about whether the data will translate into meaningful clinical benefit; some also note the stocks muted, choppy response.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

OpenAIs plan to offer its frontier models through Google Cloud, alongside new AI infrastructure plans, is drawing attention as traders weigh potential cloud growth against heavy spending and execution risks. The discussion is also focused on GOOGLs weak, range-bound trading ahead of earnings, with optimism about AI monetization competing with frustration over the stocks price action.

TOSHI

TOSHIs sharp rebound and rising trading activity have sparked breakout chatter, with traders watching a stubborn resistance level and speculating about a short squeeze. The bullish momentum is disputed by holders pointing to failed breakouts, weak price action and dependence on a broader crypto-market recovery; listing and announcement talk remains unconfirmed.

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

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Apple Inc.

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SILICOM'S THIRD QUARTER 2026 RESULTS RELEASE SCHEDULED FOR OCTOBER 29, 2026

SILICOM'S THIRD QUARTER 2026 RESULTS RELEASE SCHEDULED FOR OCTOBER 29, 2026 SILICOM'S THIRD QUARTER 2026 RESULTS RELEASE SCHEDULED FOR OCTOBER 29, 2026PR NewswireKFAR SAVA, Israel, Oct. 1, 2026- Conference Call Scheduled for Thursday, October 29, 2026 at 9:00am ET -KFAR SAVA, Israel, Oct. 1, 2026...

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Silicom (NASDAQ:SILC) held its second-quarter earnings conference call on Wednesday. Below is the complete transcript from the call.
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Silicom Secures $5M+/Yr Design Win with Tier-1 Cloud-Based Cyber Security Customer for 5G-Enabled Edge Networking Device

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Silicom Reports Q2 2026 Results

Silicom Reports Q2 2026 Results Silicom Reports Q2 2026 Results PR Newswire KFAR SAVA, Israel, July 29, 2026 - 59% revenue growth driven by continued expansion of core business - - Return to quarterly bottom-line profitability projected by end of year - KFAR SAVA, Israel, July 29, 2026 /PRNewswire...

Silicom Secures Design Win for Custom High-Speed Server Adapter

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This Adobe Analyst Turns Bullish; Here Are Top 4 Upgrades For Thursday

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SILICOM'S SECOND QUARTER 2026 RESULTS RELEASE SCHEDULED FOR JULY 29, 2026

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Significant Milestone for Silicom - First AI Inference-Related Production Order

Significant Milestone for Silicom - First AI Inference-Related Production Order Significant Milestone for Silicom - First AI Inference-Related Production Order PR Newswire KFAR SAVA, Israel, June 30, 2026 Total expected 2026 AI inference revenues is now in the multi-million-dollar range KFAR SAVA...

Silicom Secures $5 Million/Year Design Win with Tier-1 Cyber Security Leader for New White-Label Switch Family

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Pioneering AI Inference Acceleration Provider Selects Silicom's Inference-Specific Solution

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Silicom Ltd. engages in the provision of networking and data infrastructure solutions. Its products include server adapters, smart cards, bypass switches, and intelligent bypass switches. The firm operates through the following geographical segments: USA, North America, Israel, Europe, and Asia Pacific. The company was founded by Avi Eizenman, Yehuda Zisapel, and Zohar Zisapel in 1987 and is headquartered in Kfar Sava, Israel.

Silicom Ltd

Bearish Sentiment

Hold rates steady

Cut 25 bps

Hike 25 bps

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	$42.30
Prev Close	$40.56
Open	$41.97
Dividend Yield	0.00%
50-Day Moving Average	$47.20
Beta	1.21
Avg. Volume	151,718.02
PE Ratio	-23.65

52-Week High	$63.00
52-Week Low	$13.34
Market Capitalization	$233.12M
EPS (Annual)	-$2.01
Price to Book	2.03
Revenue Per Employee	$251,731.71

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