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Invesco QQQ Trust Series 1

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 revenue and gross-margin outlook on stronger AI-platform demand, driving a major after-hours rally. Many traders welcomed the improved outlook and anticipated further gains or short covering, while others questioned whether the momentum would hold given the companys volatile history and lingering trust 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

SpaceXs quarterly results beat expectations, with rapid growth in its AI compute business and an aggressive buildout outlook driving strong enthusiasm. Traders are also debating whether the ambitious growth targets justify the valuation given heavy capital spending and uncertain execution.

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 expectations, but softer forward guidance and a reduced advertising-revenue outlook have intensified concerns about slowing growth and weighed on the shares. Traders are debating whether the ad business and content strategy can revive momentum, with many bearish while some view the selloff as overdone and are buying the dip.

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

A sharp, high-volume rebound has put WULF in focus, with traders crediting CEO Paul Pragers CNBC interview and his explanation of the companys powered-shell model: leasing data-center infrastructure and power rather than buying GPUs. Bulls see its AI/HPC contracts and buildout as differentiating it from debt-heavy neocloud peers, while skeptics call the move a relief bounce and remain concerned about financing, execution, and the broader sector selloff.

Rapport Therapeutics, Inc. engages in the discovery and development of transformational small molecule medicines for patients suffering from central nervous system disorders. It develops the RAP (receptor associated proteins) technology platform. The company was founded by Steven M. Paul and David Bredt in February 2022 and is headquartered in Boston, MA.

Rapport Therapeutics Inc.

Rapport Therapeutics Inc

Rapports RAP-219 Phase 2 trial in acute bipolar mania met its primary and secondary endpoints, drawing attention to the drugs potential beyond epilepsy. Traders are split: some view the results as validation of the pipeline, while others cite the modest placebo-adjusted benefit and higher agitation-related discontinuations as reasons for caution as the early gains faded.

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 amid a price rebound and breakout chatter, with bullish traders pointing to Zebecs reported payroll, card and network adoption, including its Stellar deployment. Skeptics counter that the token has struggled to sustain gains and say adoption must translate into stronger usage, volume and token demand.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Anticipation of Reddits upcoming quarterly results is driving discussion, with traders watching for evidence that ad growth and AI data licensing can support the stock. Bulls expect strong results to break its recent range, while bears point to insider selling, valuation concerns, and frustrating price action.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as traders react to Middle East shipping and infrastructure threats that raise fears of oil-supply disruptions. Bulls see the geopolitical risk premium supporting crude, while bears expect it to unwind if shipping flows normalize or peace talks progress, fueling debate over the funds volatile moves.

Intuitive Surgical, Inc. engages in the provision of robotic-assisted surgical solutions and invasive care through a comprehensive ecosystem of products and services. Its products include Da Vinci Surgical and Ion Endoluminal systems. The company was founded by Frederic H. Moll, John Gordon Freund, and Robert G. Younge in November 1995 and is headquartered in Sunnyvale, CA.

Intuitive Surgical Inc

Intuitive Surgicals strong Q3 earnings beat was met with a sharp selloff, as traders focused on the narrowed da Vinci procedure-growth outlook and planned pricing cuts that could pressure revenue per procedure. The community is split between calling the reaction an overdone sell-the-news move and viewing slower growth and the litigation settlement as reasons for caution.

Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF

Invesco S&P 500 Equal Weight ETF

RSP is drawing attention for outperforming the cap-weighted S&P 500 as gains spread across more constituent stocks while mega-cap technology lagged. Traders view the strength as evidence of broader participation and rotation beyond tech, though some caution that the improvement may not last.

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

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SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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Can AVT's IP&E Business Sustain Growth Amid Rising Technology Demand?

Avnet's IP&E business hits record sales as AI infrastructure, automation and edge computing drive demand, while rising lead times and supplier prices pose challenges.

Can TD SYNNEX (SNX) Climb 27.42% to Reach the Level Wall Street Analysts Expect?

The average of price targets set by Wall Street analysts indicates a potential upside of 27.4% in TD SYNNEX (SNX). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

Can Avnet Balance Margin Stability Amid AI Infrastructure Expansion?

AVT's record sales, expanding operating margins and strong AI infrastructure demand fuel its fiscal 2027 outlook.

AVT Surges 88.5% in a Year: Should You Buy, Sell or Hold the Stock?

Avnet's AI infrastructure demand, record IP&E sales and expanding Farnell margins support its growth outlook, while its valuation remains below the industry average.

TD SYNNEX's Digital Customers Spend 2X Faster: Can This Drive Growth?

SNX's digital customers increase spending nearly twice as fast as peers in Q3'26. Can AI-powered platforms sustain growth and boost profitability?

TD SYNNEX Launches Space Tech Initiative to Help Partners Capitalize on the Growing Space Economy

TD SYNNEX (NYSE: SNX) today announced a bold new initiative in North America designed to help reseller and vendor partners identify, pursue and scale opportunities across the rapidly expanding space economy. The first-of-its-kind initiative expands TD SYNNEXs specialist go-to-market model into the...

TD SYNNEX Surges 78% YTD: Is the SNX Stock Still Worth Buying?

SNX's 78% YTD rally, surging AI infrastructure demand, robust earnings growth and discounted valuation make the stock an attractive buy. Read on to learn why.

TD SYNNEX Unveils AI That Works Alongside Partners, Expanding PartnerFirst with Agentic Capabilities

Today at Inspire, TD SYNNEX (NYSE: SNX) shared the next evolution of PartnerFirst for North American partners, introducing new agentic AI capabilities designed to help partners spend less time navigating systems and more time growing their business. From pre-built AI agents and a standardized MCP...

TD SYNNEX Introduces FinOps Fusion to Optimize AI Token Spend Across Cloud and Core Infrastructure

TD SYNNEX (NYSE: SNX) today announced the launch of FinOps Fusion, a new offering designed to help partners manage the cost of AI consumption. Part of TD SYNNEXs Destination AI enablement framework, FinOps Fusion provides partners with greater visibility into their end customers AI token usage...

Fast-paced Momentum Stock TD SYNNEX (SNX) Is Still Trading at a Bargain

TD SYNNEX (SNX) could be a great choice for investors looking to buy stocks that have gained strong momentum recently but are still trading at reasonable prices. It is one of the several stocks that made it through our 'Fast-Paced Momentum at a Bargain' screen.

• Reported GAAP EPS of $5.68 up 58.66% YoY
• Reported revenue of $21.56B up 37.75% YoY
• For Q4 FY26, TD SYNNEX expects revenue of $21.8B, non-GAAP gross billings of $31.4B, non-GAAP net income of $454M, and non-GAAP diluted EPS of $5.65-$6.15.

TD SYNNEXs gross margin fell 61 basis points year over year, free cash flow was negative in Q3 FY26, and disclosed risks include weak IT spending and sales concentration among large customers.

TD SYNNEXs operating income and diluted EPS increased year over year, Distribution and Hyve grew above market, and management cited AI adoption and data center modernization as expanding opportunities.

TD SYNNEX Corp. engages in the distribution and aggregation of solutions in the information technology ecosystem. It operates through the following geographical segments: Americas, Europe, and Asia-Pacific and Japan. The firm offers IT hardware, software, and systems including personal computing devices and peripherals, mobile phones and accessories, printers, server and datacenter infrastructure, hybrid cloud, security, networking, communications and storage solutions, and system components. It also provides system design and integration solutions. The company was founded by Robert T. Huang in 1980 and is headquartered in Clearwater, FL.

TD Synnex Corp

Bearish Sentiment

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.

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