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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 post-earnings selloff is being tied to softer fourth-quarter guidance, a lower advertising outlook, and slowing growth, despite an earnings beat. Traders are split between viewing the drop as an overreaction and buying opportunity or seeing further downside amid content and competition concerns.

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

SpaceX is drawing attention after a strong quarterly earnings report and a wave of analyst upgrades, with traders focusing on rapid growth in its AI-compute business alongside its space and Starlink operations. Bullish reactions point to growth potential and possible Tesla ties, while skeptics cite heavy capital spending, a large share unlock and uncertainty around any merger.

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.

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.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk is caught in a sharp memory-chip selloff and rebound debate, with traders pointing to concerns about Chinese competitor CXMT, South Korean market weakness and broader doubts about AI spending. Bulls argue those fears overstate the threat to NAND demand and cite tight memory supply and upcoming earnings, while bears warn that memorys cyclical risks and the wider tech unwind could keep pressure on shares.

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.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is drawing attention for its sharp pullback and weak price action ahead of earnings, with traders watching whether cloud growth and AI investment can translate into returns. The discussion is split between dip-buyers citing its AI and quantum-computing progress and bearish traders focused on underperformance, technical support, and heavy capital spending.

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 offering and continued Bitcoin purchases are driving attention as the company expands its crypto treasury. Traders are divided between viewing the accumulation as bullish Bitcoin exposure and warning that preferred dividend costs and dilution could weigh on common shareholders.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius is under pressure alongside neocloud peers as traders focus on AI infrastructure financing risks, CoreWeave-related concerns, and a cautious analyst outlook. Bulls counter that compute demand remains strong and Nebius is less exposed to debt pressures, while the community debates whether those fundamentals can outweigh sector-wide selling.

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.

FDA approval of ORLADEYO oral pellets is driving discussion, with bulls highlighting easier administration and potential to reach patients who struggle with capsules, while skeptics question the near-term impact on the share price. Frustration over BCRXs weak trading and the wait for Netherton and navenibart data remains prominent.

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Roku Soars 9% After Guggenheim Upgrade: Here’s What Retail Is Thinking

Equity

Guggenheim said its revised rating reflects the firm’s financial estimates being ahead of consensus for 2024 and 2025 and its attractive relative valuation. 

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Neutral Sentiment

Shares of video-streaming platform Roku rose over 9% on Friday after Guggenheim reportedly upgraded the stock to ‘Buy’ from ‘Neutral’ while keeping a price target of $75.The brokerage expects investor enthusiasm to continue into the third quarter as the firm makes progress toward expanding video inventory advertising sales through third-party demand-side platforms and improved home screen monetization.Guggenheim also said its revised rating reflects the firm’s financial estimates being ahead of consensus for 2024 and 2025 and its attractive relative valuation.The brokerage, however, noted that its primary concerns remain unchanged. One of the firm’s worries is that leadership has been slow to take advantage of its dominant position in the connected TV marketplace. Guggenheim also noted that competition in the advertising and CTV marketplaces could pressure financial performance.Following the upgrade, retail sentiment on Roku shifted into ‘bullish’ territory (84/100) from ‘neutral’ zone a day ago, accompanied by high message volume (81/100). &nbsp;<figure class="image"><a href="https://stocktwits.com/symbol/ROKU"><img style="aspect-ratio:1898/520;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2024_08_23_at_10_23_13_AM_9db781beab.png" alt="Roku sentiment meter as of 10:07 a.m. ET on August 23, 2024" width="1898" height="520"></a><figcaption>Roku sentiment meter as of 10:07 a.m. ET on August 23, 2024</figcaption></figure>During the second quarter of fiscal year 2024, Roku reported a 14% year-over-year (YoY) rise in &nbsp;its net revenue at $965.20 million. However, the company’s average revenue per user (ARPU) remained flat at $40.68 YoY.The company said continued growth in scale and engagement, along with the execution of its monetization initiatives has positioned it strongly in the ongoing shift to streaming. For the second half of 2024, the firm expects these initiatives to help accelerate revenue from advertising activities.For the third quarter, the company estimates 11% YoY growth in its total net revenue at $1.01 billion with Platform revenue growing 9% YoY and Devices revenue growing 24% YoY.Stocktwits users are enthusiastic about the upgrade. A bullish user believes the stock may cross the $99 mark by the end of the year.<stembedurl>https://stocktwits.com/stanfrombrooklyn/message/583920998</stembedurl>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;

Guggenheim expects investor enthusiasm to continue into the third quarter 

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Roku Inc

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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? 
 
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