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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 as it rises into its third-quarter earnings report, with traders focused on software growth, delayed-deal conversion and managements guidance after the prior quarters weakness. Bulls point to the recent momentum and call buying, while others worry about another earnings-driven selloff or a sell the news reaction.

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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RIVN Stock Gains 4% Pre-Market After TD Cowen Upgrade: Analyst Sees Strong Demand For Upcoming R2 Models

Equity

The firm believes the new lineup could significantly expand Rivian's addressable EV market.

Tesla’s Robotaxi Push Drives Stifel’s 25% Upside Call 

Stifel cited strong third-quarter results and promising advances in autonomous driving as drivers for the price target boost.

XPeng Gets A Price Target Hike From Morgan Stanley, Retail Wonders What Happened To Short Sellers

The new price of $28 target implies a 37% upside to the stock’s closing price on Wednesday. 


XPeng Launches MONA M03 Max With ADAS In $20,000 Price Segment, But Retail’s Not Super Excited

The vehicle also features a smart cockpit with features that outperform those of higher-priced vehicles, as well as the previously launched MONA M03 variant, the company said.

XPeng Stock Gets Price Target Hikes From Macquarie, Bernstein, BofA After Upbeat Q1: Retail’s Cautiously Optimistic

As per Macquarie analyst Eugene Hsiao, XPeng continues to execute ahead of expectations in a difficult domestic EV market.

XPeng Stock Rises Pre-Market On Upbeat Q1 Earnings, Strong Q2 Forecast: Retail Turns Bullish

For the second quarter, XPeng expects to deliver between 102,000 and 108,000 vehicles, representing a YoY increase of as much as 257.5%.

XPeng Forecasts Q1 Revenue To More Than Double But Stock Slides After Massive Gains In 2025: Retail Goes Extreme Bullish

XPeng expects its total revenue for the first quarter of 2025 to be between RMB 15 billion and RMB 15.7 billion, marking a year-on-year jump of up to 140% on the back of strong delivery numbers.

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Neutral Sentiment

<ul class="summary-bullets"><li>TD Cowen raised its price target on Rivian shares to $20 from $17.</li><li>The firm estimates that annual sales for R2 could eventually range from roughly 212,000 to 335,000 vehicles.</li><li>Rivian plans to price the R2 SUV at roughly $45,000 with roll-out beginning in the second-quarter.&nbsp;</li></ul>Rivian Automotive Inc. (RIVN) received a vote of confidence from TD Cowen, which upgraded the electric vehicle maker’s stock to a ‘Buy’ rating from ‘Hold’ while lifting its price target.&nbsp;TD Cowen raised its price target on Rivian shares to $20 from $17, according to TheFly.&nbsp;<h2 class="st-heading-2">R2 Growth Potential</h2>The revised outlook comes as the firm evaluated potential demand for Rivian’s upcoming R2 vehicle platform, which could significantly expand the company’s market reach.TD Cowen’s analysts estimate that demand for R2 could eventually range from roughly 212,000 to 335,000 vehicles. They noted that this projection may exceed current Wall Street expectations for 2027.&nbsp;Following the upgrade,&nbsp;<a href="https://stocktwits.com/symbol/RIVN">Rivian Automotive stock</a> traded over 4% higher in Tuesday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock jumped to ‘bullish’ from ‘neutral’ territory the previous day amid ‘low’ message volume levels.&nbsp;<h2 class="st-heading-2">The Affordable R2 Lineup&nbsp;</h2>The next-generation EVs are expected to target a broader, more affordable segment of the EV market than Rivian’s current R1 lineup. By expanding into a larger customer base, Rivian aims to ramp up production and improve long-term revenue growth.Rivian plans to price the R2 SUV at roughly $45,000, cheaper than the R1 models that start around $70,000. The R2 roll-out will begin in the second-quarter (Q2).&nbsp;In its fourth-quarter (Q4) earnings call, Rivian CFO Claire McDonough noted that the operational complexity tied to the R2 rollout could put pressure on automotive gross profit in Q2 and the third quarter of 2026, even though total gross profit is expected to rise compared with the previous year.RIVN stock has gained over 57% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-ceo-jensen-huang-frames-ai-as-foundational-infrastructure-ahead-of-gtc-event-next-week/cZdotbFRI7J">Nvidia CEO Jensen Huang Frames AI As ‘Foundational Infrastructure’ Ahead Of GTC Event Next Week</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Rivian logo is on display during the 2025 Los Angeles Auto Show at the Los Angeles Convention Center on November 23, 2025 in Los Angeles, California

Rivian Automotive Inc. (RIVN) received a vote of confidence from TD Cowen, which upgraded the electric vehicle maker’s stock to a ‘Buy’ rating from ‘Hold’ while lifting its price target. 

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CRISPR Therapeutics AG

iShares Self-Driving EV and Tech ETF

Krane Shares Trust - KraneShares Electric Vehicles and Future Mobility Index ETF

VanEck Low Carbon Energy 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.

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.

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