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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, alongside plans for an aggressive expansion, fueled a bullish reaction and a sharp after-hours move. Traders are divided over whether the growth outlook justifies the valuation given heavy capital spending, while some also point to a potential Tesla merger as an additional, uncertain catalyst.

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 update sharply raised its sales outlook and gross-margin expectations on stronger AI-platform demand, driving a rally and renewed optimism about AI-server growth. Traders largely welcomed the update and debated potential short covering and the stocks valuation, while some remained cautious about whether the gains will hold and whether execution can be sustained.

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

Netflix shares came under pressure after its earnings report paired a profit beat with a weaker fourth-quarter outlook and a lower advertising-revenue forecast. Traders focused on slowing growth and streaming competition, while some dip buyers argued the selloff was excessive given the companys continued profitability.

Zebec's integrated products - real time payroll apps, on-chain payments infrastructure and networked DePIN - serve companies of all sizes, merchants and individuals and help transcend the boundaries of traditional banking and diminish the role of financial intermediaries.

Zebec Network

ZBCN is drawing attention on a sharp price rebound and a renewed breakout attempt, with traders linking the move to Robinhood Chain and other payroll/payment partnerships. Bullish posts point to expanding adoption, while skeptics say sustained usage, trading volume and token demand still need to confirm the thesis; the Robinhood-related catalyst is also discussed with some uncertainty.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Labs Neutron first flight has been pushed to 2027 after a manufacturing defect in its carbon-composite propellant dome, with replacement work underway. Traders remain divided: some question execution and the lack of a firmer schedule, while others view the selloff as an overreaction and are buying for the long term.

Northrop Grumman Corp. engages in the provision of advanced aircraft systems. It operates through the following segments: Aeronautics Systems, Defense Systems, Mission Systems, and Space Systems. The Aeronautics Systems segment is involved in the design, development, production, integration, sustainment, and modernization of advanced aircraft systems for the U.S. Air Force, the U.S. Navy, other U.S. government agencies, and international customers. The Defense Systems segment includes integrated battle management systems, weapons systems and aircraft, and mission systems sustainment and modernization. The Mission Systems segment offers advanced mission solutions and multifunction systems, primarily for the U.S. defense and intelligence community, and international customers. The Space Systems segment delivers end-to-end mission solutions through the design, development, integration, production and operation of space, missile defense, launch and strategic missile systems for national security, civil government, commercial, and international customers. The company was founded by John K. Northrop, Thomas V. Jones, and Kent Kresa in 1939 and is headquartered in Falls Church, VA.

Northrop Grumman Corp.

Northrop Grummans quarterly results beat expectations, its 2026 outlook was raised, and its backlog reached a record, driving the sharp move higher. Traders are weighing the strong results against a pullback from the session high and whether buyers can sustain the gains.

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 is centered on TG Therapeutics MSToronto presentations, especially initial Phase 1 azer-cel data in progressive MS, alongside long-term BRIUMVI and other clinical updates. Traders are positioning ahead of the readouts, with some optimistic about azer-cels potential and others stressing that its clinical impact remains uncertain; ongoing BRIUMVI growth provides a commercial backdrop.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

NuScale is under pressure after Barclays downgraded the stock, citing commercial execution risks and delays in securing a definitive TVAENTRA1 agreement for the proposed deployment. Traders debate whether the selloff overstates the risk: bears point to the lack of firm project commitments, while bulls cite AI-driven power demand and NuScales longer-term nuclear opportunity.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is drawing attention ahead of its quarterly report, with traders focused on managements outlook and whether demand is improving after earlier weakness. Some see recent gains and bullish options activity as encouraging, while others worry the stock could fall again if results or guidance disappoint.

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

FAA certification of Boeings 737 MAX 10 is the dominant catalyst, with bulls viewing it as a step toward deliveries and cash generation while skeptics say approval alone may not move the stock. Traders largely focus on whether Boeing can ramp production and convert its backlog into actual deliveries.

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S&P 500, Dow Gain As Earnings Season Sets In, While SpaceX Aids Nasdaq After-Hours — SPCX, BA, MMM, NFLX, QCOM In Focus

Equity

SpaceX reported solid earnings fueled by a big jump in its artificial-intelligence business. 


Micron Invests In US Indium Processing Amid China Export Restrictions – MU Stock Still Dips

Micron said it will provide strategic funding to Indium Corporation to expand critical-minerals refining and high-purity materials manufacturing in New York.


Dow, S&P 500, Nasdaq Edge Higher Amid Tech Rebound As Q3 Earnings Season Forges Ahead: DJT, AMZN, CBRS, CRWV Stocks In Focus

Technology and AI stocks rebounded on Monday, reversing a week of steep declines. 

An Oil Refiner Is Beating Nvidia This Year: Analyst Thinks It Can Rally 16% More From Here

Shares of Marathon Petroleum have surged more than 200% in 2026, overtaking top chip companies including Nvidia, AMD, and Intel, among others. 

Nasdaq 100 Sees Best Day In Nearly A Month As AI Rout Cools — AMZN, BE, CRWV, AAPL, PLTR In Focus

The Philadelphia Semiconductor Index added about 1.6%.


Black Monday Calls, $110 Oil, A Chip Rout: 3 Charts to Watch This Week

U.S. stock futures rose early Monday despite social media fears of a repeat of the 1987 Black Monday crash, while the Nasdaq had just recorded its worst week since June.


Nasdaq 100 Records Worst Week In 18 Months As Investors Steer Clear Of Chipmakers — AAPL, MSTR, UBER, SOXX In Focus

The Philadelphia Semiconductor Index fell for an eighth straight day, the longest slide since 2008.

AI Stock Sell-Off Could Catch Bearish Investors Off Guard In ‘Right Tail Risk’, But Wall Street Feels Broader Market Signals Are Holding Up

SpotGamma’s Brett Pachuba said positive developments from Meta or Alphabet could trigger a sharp rally, particularly if investors are underinvested.


TSMC’s ‘Leave No Food On The Table’ Pledge Signals More AI Chip Investment, Morningstar Says

Morningstar estimates Taiwan Semiconductor Manufacturing trades about 27% below its fair value, with a $534 price target.


Dow Sees Best Day In Over A Month As Investors Rotate Out Of AI Trade On Overspending Concerns — CRWV, META, SPCX, PEP In Focus

U.S. producer prices came in hot, growing at 6.3% in September, the highest since 2022, following heightened CPI data in the previous session.


VanEck ETF Trust - VanEck Semiconductor ETF

Bullish Sentiment

<ul class="summary-bullets"><li>The S&amp;P 500 ended Tuesday 0.3% higher, the Nasdaq 100 slipped 0.1%, and the Dow Jones Industrial Average added 1%.</li><li>SpaceX posted $4.4 billion in net income for the quarter ending September.&nbsp;</li><li>3M beat earnings expectations for the September quarter and raised its full-year guidance.</li></ul>The S&amp;P 500 and Dow Jones index ended higher on Tuesday as investors braced for the start of earnings season, with 3M shares helping the Dow and strong SpaceX earnings pushing the Nasdaq after hours after a robust earnings print.The S&amp;P 500 ended Tuesday 0.3% higher, the Nasdaq 100 slipped 0.1%, and the Dow Jones Industrial Average added 1%. The Russell 2000, which tracks small-cap stocks, ended 1.7% higher.Futures tied to the Dow Jones Industrial Average rose 0.1%. S&amp;P 500 futures gained 0.4% and Nasdaq-100 futures added nearly 1%.The SPDR S&amp;P 500 ETF (<a class="mention" data-mention="$SPY" data-symbol-id="SPY" href="https://stocktwits.com/symbol/SPY" target="_blank">SPY</a>) rose 0.6%, and the SPDR Dow Jones Industrial Average ETF (DIA) added 1%. Meanwhile, the Nasdaq-100 tracking Invesco QQQ Trust (QQQ) eased 0.1% on Tuesday. &nbsp;Meanwhile, the VanEck Semiconductor ETF (SMH) and the iShares Semiconductor ETF slipped about 0.4% on Tuesday amid weakness in Micron Tech (MU), Nvidia (NVDA), Broadcom (AVGO), and most other silicon makers. The broader Vanguard Information Technology ETF (VGT) dropped 0.1%.However, all the above tech and semiconductor ETFs recovered after-hours.Retail sentiment on Stocktwits for SPY and DIA was ‘bearish’ with ‘high’ message volumes, while sentiment improved to ‘neutral’ from ‘bearish’ for the QQQ.<h2 class="st-heading-2">US Market Drivers</h2><figure class="table"><table><tbody><tr><td>Index</td><td>Move</td><td>Close</td></tr><tr><td>Dow Jones Industrial Average</td><td>1%</td><td>&nbsp;52,495.88&nbsp;</td></tr><tr><td>S&amp;P 500</td><td>0.3%</td><td>7,712.57</td></tr><tr><td>Nasdaq 100</td><td>-0.1%</td><td>29,490.28</td></tr></tbody></table></figure>The Dow Jones Industrial Average pushed higher behind impressive quarterly reports. Shares of conglomerate 3M advanced over 5% after topping Wall Street estimates and lifting its full-year outlook. Defense contractor Northrop Grumman climbed more than 4% following a quarter that surpassed expectations.At the same time, crude prices retreated, lifting market mood. Domestic West Texas Intermediate futures eased 1.8% to close at $101.79 per barrel, whereas Brent crude futures dipped 0.7% to $108.79, also aiding the Dow.Meanwhile, SpaceX reported third-quarter revenue of $14.58 billion, compared to an estimated $13 billion, and earnings of $0.35 a share, against an expected $0.13. Furthermore, SpaceX and Tesla formed special committees of independent directors to explore a potential combination, CEO of both companies Elon Musk said on Tuesday during SpaceX’s third-quarter earnings call amid heightened market speculation. &nbsp;The rocket maker’s strong earnings helped push the Nasdaq up 1% after-hours.The key question is whether recent growth rates can be sustained as comparisons become more demanding and macroeconomic risks persist, according to Ulrike Hoffmann-Burchardi at UBS Chief Investment Office.“We expect a strong third-quarter tech earnings season from a fundamental perspective, but elevated expectations may lead to company-specific volatility,” Burchardi told Bloomberg.<h2 class="st-heading-2">Key Trending Stocks</h2>Claude maker Anthropic is gearing up for a blockbuster initial public offering that could value the firm at up to $2 trillion, according to confidential draft prospectus documents viewed by The Wall Street Journal. &nbsp;The Federal Aviation Administration (FAA) on Tuesday certified Boeing’s (BA) 737 MAX 10, clearing the largest version of the jet family for production and delivery after years of delays and safety concerns.Netflix Inc.(NFLX) on Tuesday reported third-quarter earnings that beat Wall Street expectations, but its shares fell 5% in after-hours trading after the streaming firm issued a soft revenue outlook for the fourth quarter, setting it up for the fourth consecutive period of decelerating sales growth.Kroger Co.(KR) is committing $5 billion to sharpen its value proposition, slash everyday grocery costs, and capture a larger share of the household budget.Qualcomm (QCOM) is preparing to downsize its global workforce through a performance-focused reduction strategy, Reuters reported on Tuesday.Read More: <a href="https://stocktwits.com/news-articles/markets/equity/anthropic-s-new-prospectus-shows-revenue-is-growing-fast-so-are-its-compute-costs-losses-and-ai-risks-report/cZxABe3RBHf">Anthropic’s New Prospectus Shows Revenue Is Growing Fast, So Are Its Compute Costs, Losses And AI Risks: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Traders work on the floor of the New York Stock Exchange (NYSE) on May 06, 2026 in New York City after the Dow briefly hit the 50,000 mark, closing up over 600 points. (Photo by Spencer Platt/Getty Images)

SpaceX reported solid earnings fueled by a big jump in its artificial-intelligence business. 

iShares Core S&P 500 ETF

3M Co.

Micron Technology Inc

Qualcomm, Inc.

VanEck Semiconductor ETF

iShares Semiconductor ETF

Vanguard S&P 500 ETF

Too early to tell

Semiconductor stocks have been under significant selling pressure in recent weeks, leaving retail investors debating whether the worst is over or if more downside lies ahead. Cast your vote and let us know your reasoning in the comments.

Is the pullback in semiconductor stocks over? 
 
Explain your reasoning in the comments.

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