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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 stronger-than-expected quarterly results and rapid growth in its AI compute business have driven attention, alongside Musks ambitious expansion outlook and talk of a possible Tesla merger. Many traders welcomed the results and rallied around the growth story, while others questioned the forecasts, valuation and heavy capital spending.

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 sales and gross-margin outlook came in well above its prior guidance, with the company citing stronger demand for AI platforms. Traders largely welcomed the update as evidence of accelerating AI-server demand and speculated about a short squeeze, while others questioned cash flow, execution and whether the improved margins can hold.

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 quarterly profit beat was overshadowed by a softer fourth-quarter outlook, slowing revenue growth and a reduced advertising-revenue forecast. Traders focused on growth and ad-business execution amid streaming competition, while some argued the selloff was excessive given the solid quarter and continued profitability.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

LUNR is drawing attention amid a steep selloff across space stocks, with traders debating whether sector pressure and competition for investor interest from SpaceX are driving the decline or whether company-specific concerns including a recent earnings miss, cash burn and dilutionare weighing more heavily. Some investors are watching for upcoming NASA CLPS milestones and mission updates as potential catalysts, while others remain bearish on the stocks outlook.

TRUMP is a politics-themed digital coin built on the Solana blockchain that uses the brand of Donald Trump to foster a community-driven ecosystem. As a community-focused asset, it is designed to bridge political support with web ownership, operating within the PolitiFi sector to blend political movements with decentralized finance tools. The project's main value proposition lies in its official ties to Donald Trump’s media and business brands, which allows it to provide unique physical utility such as invitations to gala dinners and meetings at Mar-a-Lago.  The token serves as the primary currency for the officially licensed Trump Billionaires Club mobile and web game, where it is used for in-game purchases and unlocking features. By leveraging the Solana blockchain, the project ensures that these in-game actions and token transfers remain fast and cost-effective. The ecosystem remains stable through a programmatic release schedule that introduces new tokens slowly to prevent supply shocks, alongside the use of specialized market makers to maintain consistent liquidity for traders.  Holders can also participate in liquidity sharing by providing their tokens to automated systems to facilitate trading for others, often earning rewards or prizes in return. Beyond digital utility, holding a specific amount of the token is a requirement for attending exclusive real-world events, including VIP parties at Mar-a-Lago. The project is managed by the Trump Meme Team and is linked with Trump Media, with an investor base that includes a wide range of retail buyers and large holders who utilize secure custody services for their assets.

Trump For President

The Official Trump meme coin is drawing attention amid its steep decline from launch highs, with many traders alleging a rug pull and pointing to retail losses; bullish voices counter that it could rebound, while some cite a token unlock as a potential volatility catalyst.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Attention centers on the QualcommArm contract dispute and Judge Noreikas decision on Qualcomms request for a five-year royalty pause; traders note that the jury awarded only nominal damages, but the potential royalty impact remains unresolved. The discussion is split between concern about that legal overhang and hopes for a rebound after a sharp selloff, alongside criticism of Arms valuation.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

The FAAs certification of Boeings 737 MAX 10 is the dominant topic, with bullish traders viewing it as a long-delayed milestone that could unlock deliveries, while skeptics say approval alone wont fix production bottlenecks or improve cash flow. The muted stock reaction has fueled sell the news frustration and sharpened the debate over whether Boeing can turn certification into higher deliveries.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklos steep selloff and repeated lows dominate discussion, with traders pointing to share dilution and founder selling alongside the risks of a pre-revenue reactor developer whose commercialization is still years away. Some see an oversold buying opportunity tied to long-term AI power demand and nuclear-sector potential, but bearish frustration and uncertainty about whether the decline has bottomed are more prominent.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf CEO Paul Pragers public comments on strong long-term power demand, project execution and the companys powered-shell modelproviding data-center space and power without owning depreciating GPUshave fueled renewed interest and a sharp rebound after a steep selloff. Bulls see the comments as a case for separating WULF from debt-heavy neocloud peers, while skeptics view the move as a relief bounce and remain concerned about financing, execution and broader AI-infrastructure weakness.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuits outlook below expectations despite a quarterly earnings beat, alongside slower customer growth and concerns about AI competition and TurboTax pricing, has driven the discussion. Traders are split between buying the selloff as an overreaction and expecting further weakness as the company works to prove its growth strategy.

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A Guide to Cloud Computing ETF Investing 

AI adoption, surging infrastructure spending and accelerating cloud revenues are boosting the cloud computing industry. Here are four cloud ETFs to watch.

FSLY Rockets Nearly 16%: Oppenheimer Upgrades Stock As Analyst Sees Agentic AI Driving Sustained Growth

Equity

Oppenheimer sees rising contract values and early AI traffic monetization supporting growth in the high teens to low 20s over the next few years, according to TheFly.

NTAP Stock Hits Fresh Record High After Evercore Upgrade: New Products Aren’t Needed For ‘Upside’, Says Analyst

Evercore raised its price target to $300 from $210, implying more than 27% upside from the stock’s record high of over $236.


Dell’s $95B AI Server Backlog Puts 2027 Upside In Focus — TD Cowen Flags Memory Constraints Risk

The firm sees a richer mix of AI central processing unit racks as positive for margins.

MongoDB CEO’s Surprise Exit 'Creates More Questions Than Answers,' Analyst Says Ahead Of Investor Day 

Analysts raised concerns about MongoDB’s outlook, while retail investors are extremely bullish ahead of Investor Day.


MDB Stock Plunges After CEO Leaves For Meta – Analysts Weigh Enterprise Ties Against Ittycheria Return

MongoDB President and CEO Chirantan "CJ" Desai stepped down immediately to become Meta's Chief Enterprise Platform Officer.


Everpure Stock Soars To Record High — Top Street Target Sees 64% Upside On Stronger Growth Outlook

Everpure’s preliminary fiscal 2028 outlook prompted several analysts to raise estimates as the company targets faster growth across AI, hyperscale, and data management markets.

CRM Stock Drops Despite Fresh Price Target Hikes – JPMorgan Believes Investor Day Was 'Incrementally Positive’ For Re-Rating Thesis 

Stifel, Canaccord Genuity and Guggenheim raised their targets to $300, while BMO Capital lifted its target to $285.


Should You Invest in the First Trust Cloud Computing ETF (SKYY)?

ZS, DOCU Stock Price Targets Rise, But Wall Street’s Growth Debate Continues 

Zscaler and DocuSign beat quarterly earnings estimates and received multiple price-target hikes, but analysts continued to flag questions around future growth.


First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Oppenheimer sees Fastly’s growth potential as underappreciated, with stronger growth and margin expansion expected to drive a higher valuation.</li><li>Fastly's second-quarter revenue grew 23% to $183.3 million, with security revenue up 43%.</li><li>Fastly is slated to report its fiscal third-quarter earnings on November 4.</li></ul>Fastly Inc. (FSLY) shares jumped nearly 16% on Friday after Oppenheimer upgraded the edge cloud platform provider, citing growing contract values and early signs of revenue generation from agentic AI traffic.According to TheFly, the brokerage said these trends could sustain stronger growth over the next few years and expects the stock to command a higher valuation as Fastly delivers growth and subsequent margin expansion.As of this writing, <a href="https://stocktwits.com/symbol/FSLY">FSLY stock</a> was up 15.9% and among the trending tickers on Stocktwits.<h2 class="st-heading-2">Why Oppenheimer Turned Bullish</h2>Oppenheimer's industry checks indicated that Fastly is seeing higher contract values alongside early monetization of traffic generated by agentic AI applications.The firm believes these trends will persist and could collectively drive growth in the high teens to low 20s over the next few years, per TheFly.The analyst also noted that the market is underappreciating this growth trajectory, with further upside in the stock's valuation dependent on management delivering stronger growth and improved margins.<h2 class="st-heading-2">What Other Analysts Are Saying About Fastly</h2>Oppenheimer's upgrade follows several analyst assessments last month after Fastly's Investor Day. Freedom Broker maintained its ‘Buy’ rating, citing stronger monetization of existing customers, cybersecurity cross-selling, network convergence and infrastructure efficiency as drivers of long-term growth and margin expansion, according to The Fly.DA Davidson maintained a ‘Neutral’ rating, noting Fastly's focus on expanding adoption beyond content delivery networks (CDNs). The firm highlighted robust demand for newer Bot Management and distributed denial-of-service (DDoS) protection products.BofA, however, maintained its ‘Underperform’ rating. While becoming more receptive to potential benefits from agentic AI traffic, the firm said it wanted greater clarity on the traffic's contribution, monetization and Fastly's AI product differentiation.Fastly's fiscal second-quarter (Q2) revenue increased 23% to $183.3 million, led in part by 43% growth in security revenue to $41.7 million.The company has guided for third-quarter revenue of $184 million to $190 million and will report results after the market closes on November 4. The release will offer investors another opportunity to assess Fastly's growth and profitability trajectory.<h2 class="st-heading-2">What Retail Thinks About FSLY Stock</h2>On Stocktwits, retail investors’ sentiment around FSLY stock remained in the ‘bearish’ territory.<figure class="image"><img src="https://news.stocktwits-cdn.com/TSLA_dedf405655.png" alt="TSLA.png" width="886" height="475"><figcaption>FSLY stock retail sentiment on October 9 as of 12:00 p.m. ET | Source: Stocktwits</figcaption></figure>So far this year, Fastly shares have nearly tripled, surging over 187%. In comparison, the Amplify Cybersecurity ETF (<a href="https://stocktwits.com/symbol/HACK">HACK</a>) and the First Trust Cloud Computing ETF (<a href="https://stocktwits.com/symbol/SKYY">SKYY</a>), which hold the stock, have risen around 63% and 35%, respectively, over the same period.Also Read:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-treasury-appoints-judy-shelton-as-advisor-to-bessent-to-focus-on-currency-policy/cZD6thQRBnI">US Treasury Appoints Judy Shelton As Advisor To Bessent – To Focus On Currency Policy</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Employees work on the third floor at Fastly offices in San Francisco, Calif. on Friday, July 20, 2018. (Photo By Paul Chinn/The San Francisco Chronicle via Getty Images)

Fastly Inc. (FSLY) shares jumped nearly 16% on Friday after Oppenheimer upgraded the edge cloud platform provider, citing growing contract values and early signs of revenue generation from agentic AI traffic.

Fastly Inc

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First Trust Exchange-Traded Fund III - First Trust Cloud Computing ETF

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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.

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