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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, especially accelerating AI-compute revenue, sparked analyst upgrades and a bullish response. Traders also debated whether growth justifies the valuation, with heavy capital spending and an approaching share unlock cited as potential risks; Tesla merger discussions remain speculative.

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 report beat profit expectations, but softer forward revenue guidance and a reduced advertising outlookalongside slowing growthtriggered a sharp selloff and renewed analyst downgrades. Traders are split between viewing the drop as evidence of tougher competition and weaker growth, and calling it an overreaction that creates a 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 Micros preliminary quarterly outlook was sharply raised on strong AI-server demand, with gross-margin expectations also improving, sparking a sharp rally. Traders largely welcomed the update and argued the stock is undervalued, while others questioned whether margins, cash flow and execution can sustain the gains.

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

SpaceXs spectrum acquisition and plans to expand Starlink Mobile have fueled concern that it could challenge AT&T and other wireless carriers, contributing to a sharp telecom selloff. Traders debate whether the threat is meaningful or years away, with bulls calling the drop an overreaction and pointing to AT&Ts fiber network and dividend.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS is drawing attention as traders anticipate the 80th-event trigger and final analysis of its Phase 3 REGAL trial of GPS in AML, with recent trading gains fueling speculation about a near-term update and a possible short squeeze. Bullish buyout and positive-data theories are prominent, but skeptics note that no catalyst or outcome is confirmed and the trial results remain uncertain.

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

Attention centers on preliminary Phase 1 azer-cel results in progressive multiple sclerosis, with traders viewing the early safety and efficacy signals as a potential pipeline expansion beyond BRIUMVI while emphasizing that the study is small and needs confirmation. BRIUMVIs longer-term and commercial data also feature in the discussion, alongside mixed reactions to the stocks lack of sustained momentum.

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 drawing attention, with traders viewing the easier-to-administer formulation as a possible way to reach more HAE patients and improve tolerability. Some see incremental commercial potential, while others doubt it will meaningfully affect the share price amid continued frustration with BCRXs underperformance and management.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Speculation about possible U.S. regulatory relief for compounded peptides is a dominant topic, with bullish traders viewing access as a potential growth opportunity and skeptics emphasizing that approval is uncertain. The debate plays out alongside frustration over repeated rallies fading at resistance, while Hims German expansion adds to the growth discussion.

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 citing lackluster October momentum are weighing on Chipotle shares as traders look ahead to earnings amid concerns about slowing sales and margins. The community is split between expecting further declines and viewing the selloff as 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 offering to fund bitcoin purchases, together with warrant exercises, is driving debate over its financing strategy. Critics worry about dividend obligations, senior claims and dilution weighing on common shares, while bulls focus on the faster bitcoin accumulation the funding could enable.

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Nifty 50

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Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

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Apple Inc.

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SK Telecom's SK Horizon Spinoff: A New AI Growth Engine for SKM?

SKM's SK Horizon spin-off targets AI data center growth with KRW 3.08 trillion from KKR and IMM, reshaping its infrastructure strategy.

SK Telecom Launches AI Data Center Infrastructure Company 'SK Horizon' and Secures Investments from KKR and IMM

SK Telecom Launches AI Data Center Infrastructure Company 'SK Horizon' and Secures Investments from KKR and IMM SK Telecom Launches AI Data Center Infrastructure Company 'SK Horizon' and Secures Investments from KKR and IMM PR Newswire SEOUL, South Korea, Aug. 27, 2026 - SK Telecom further...

Zacks Investment Ideas feature highlights: SpaceX, Zoom, Salesforce, Amazon, Alphabet and SK Telecom 

SpaceX, Zoom, Salesforce, Amazon, Alphabet and SK Telecom have been highlighted in this Investment Ideas article.

Anthropic IPO: What it Means for Wall Street

By dominating the high-margin enterprise sector, Anthropic has become the leading AI lab ahead of its late 2026 public market debut.

SK Telecom Earnings Up In Q2

(RTTNews) - SK Telecom Co., Ltd. (SKM, 017670.KS), a wireless mobile phone operator in South Korea, on Wednesday reported higher net income in the second quarter compared with the previous year...

Should Value Investors Buy SK Telecom Co. (SKM) Stock?

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Zacks Industry Outlook Highlights America Movil, SK Telecom and SoftBank

America Movil, SK Telecom and SoftBank are highlighted as wireless stocks positioned to benefit from 5G, AI and connectivity demand despite industry challenges.

3 Wireless Non-US Stocks Set to Brave Potent Industry Challenges

The fast-track 5G rollout and solid wireless traction should help the Zacks Wireless Non-US industry thrive despite short-term headwinds. AMX, SKM and SFTBY are well-positioned to make the most of the demand for seamless connectivity solutions.

Is America Movil, S.A.B. de C.V. Unsponsored ADR (AMX) Stock Undervalued Right Now?

SK Telecom To Build 15GW AI Data Center In Korea

(RTTNews) - SK Telecom (SKM) unveiled plans to construct an AI data center with a capacity of up to 15GW, aiming to establish Korea as a leading AI infrastructure hub in Asia. The initiative comes as global demand for AI model training and inference surges, with high-performance...

SK Telecom Co., Ltd. engages in the provision of telecommunication and internet services. It operates through the following business divisions: Wireless Communication, Wired Communication, and Other. The Wireless Communication division deals with mobile phones, wireless data, information, and communication business. The Wired Communication division provides phone, high-speed Internet, data, and communication network rental services. The Other division includes product sales-type data broadcasting channel use business. The company was founded on March 29, 1984 and is headquartered in Seoul, South Korea.

SK Telecom Co Ltd - ADR

SMCI Stock Struggles To Break Out: Will A New AI Data Center Deal Revive Bulls? 

Equity

Bearish Sentiment

<ul class="summary-bullets"><li>The company’s shares have gained nearly 5% so far this year, compared with the 4% decline witnessed in 2025.</li><li>The agreement, signed at Mobile World Congress 2026, aimed to shorten the timelines for building artificial intelligence data centers and reduce supply bottlenecks.</li><li>CEO Charles Liang in early February said that the company’s Data Center Building Block Solution has started to gain some key customer preference.</li></ul>Shares of Super Micro Computer, Inc. slipped nearly 1% in overnight trading,&nbsp;putting the stock on track for a third straight session of decline&nbsp;as broader markets sold off on concerns that escalating tensions between the U.S. and Iran could disrupt global trade.&nbsp;Retail trader confidence has also slipped even as fresh catalysts for the company’s AI-driven growth emerge.Late Tuesday, SK Telecom Co., Ltd. said it signed a three-party memorandum of understanding with Super Micro and Schneider Electric SE to develop an integrated solution for artificial intelligence data centers.Super Micro shares are up nearly 5% so far this year, compared with a 4% decline in 2025, as investors weigh strong AI-related demand against concerns over margin pressure from tariffs and component shortages.<h2 class="st-heading-2">SMCI’s Data Center Building Block</h2>CEO Charles Liang in early February said that the company’s Data Center Building Block Solution has begun to gain key customer preference as they look for faster deployment and faster time to online.“These pre-designed, pre-validated infrastructure building blocks not only speed up customers' data center builds, but they also save cost with better workload optimization and with minimal power and water consumption,” Liang said.<h2 class="st-heading-2">The Three-Party Collaboration</h2>The agreement, signed at Mobile World Congress 2026, aimed to shorten the timelines for building artificial intelligence data centers and reduce supply bottlenecks. The companies will collaborate on a pre-fabricated modular model that integrates AI computing servers with supporting power and cooling infrastructure into a single pre manufactured module.This would enable artificial intelligence data centers to be constructed in a building-block configuration, unlike the traditional steel-reinforced concrete method, in which servers and infrastructure are installed sequentially after the data center building is completed.The pre-fabricated modular model offers both faster deployment and improved cost efficiency. Under the MOU, SK Telecom will contribute its artificial intelligence data centers operational expertise, while Super Micro will provide high-performance GPU servers optimized for customer-specific AI computing scenarios.Schneider Electric will deliver MEP infrastructure design and construction capabilities to reliably support the growing demand for AI.<h2 class="st-heading-2">What Is Retail Thinking About SMCI?</h2>Retail sentiment on Super Micro dipped to ‘bearish’ from ‘bullish’ a week ago, with message volumes at ‘low’ levels, according to data from Stocktwits."Thats just the thing though, any substantial deal that SMCI negotiates wont have numbers. Why? It's because numbers are finite, in other words, they are for a set amount. Often, the deals that have no numbers are far more valuable than the ones that do,"&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/Ub3r5pAnK/message/646518004">said</a> one user.<stembedurl>https://www.stocktwits.com/Ub3r5pAnK/message/646518004</stembedurl>One bearish user pointed to trends linked with bearish Nvidia bets. "Over the course of the last few trading days, I've noticed NVD has been doing insane volume. NVD is a 2x short ETF for nvidia," the user <a href="https://stocktwits.com/KmOz19/message/646504526 ">posted</a>. "Point being that AI sentiment is still in the basement when people are piling into a 2x short for nvidia. Of course if nvidia goes no where we go no where, and that's exactly where we are going."<stembedurl>https://stocktwits.com/KmOz19/message/646504526</stembedurl>Retail sentiment on SK Telecom improved to ‘neutral’ from ‘bearish’ territory a day ago, with message volumes at ‘low’ levels. Shares of SK Telecom declined nearly 8% in overnight trading.Shares of Super Micro have declined more than 21% in the last 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/time-to-buy-sofi-stock-retail-traders-turn-bullish-after-stablecoin-tie-up-with-mastercard/cZd9XRzRI5f">Time To Buy SOFI Stock? Retail Traders Turn More Bullish After Stablecoin Tie-Up With Mastercard</a>

In this photo illustration, the Super Micro Computer, Inc. logo is seen displayed on a smartphone screen. 

At Mobile World Congress 2026, Super Micro signed an MOU with SK Telecom Co., Ltd. and Schneider Electric SE to build pre-fabricated modular AI data centers.

SK Telecom Co. Ltd.

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	$32.27
Prev Close	$32.30
Open	$32.26
Dividend Yield	2.59%
50-Day Moving Average	$36.46
Beta	0.49
Avg. Volume	1.26M
PE Ratio	25.61

52-Week High	$47.18
52-Week Low	$19.66
Market Capitalization	$12.27B
EPS (Annual)	$0.7133
Price to Book	1.27
Revenue Per Employee	$2.26M

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