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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 quarterly results beat expectations, with rapid AI/compute growth and expansion plans driving a rally; traders also focused on Musks ambitious revenue outlook and discussions of a potential Tesla merger. Bulls cited growth and AI demand, while skeptics questioned the valuation, heavy capital spending, and whether the projections are achievable; the merger remains exploratory.

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

A quarterly profit beat was overshadowed by softer forward guidance and a reduced advertising outlook amid slowing revenue growth, prompting a sharp selloff. Traders are divided between viewing the drop as overdone and buying the dip, and worrying that weaker ad execution, engagement concerns, and competition could keep growth under pressure.

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 first-quarter update sharply raised its revenue outlook and improved its gross-margin forecast, citing stronger AI-platform demand. Many traders view the update as a potential validation of growth and a reason for a re-rating, while others question whether the company can deliver consistently and whether the rally will hold.

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 REGAL Phase 3 trial reaching its 80-event trigger for final analysis; the last disclosed count was 78. The rebound has fueled speculation about an imminent data update or buyout, amplified by the CEOs next chapter remarks and the companys planned ASH presence, while skeptics stress that no new results or deal have been confirmed.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Reported orders from ByteDance, Alibaba and Tencent for Nvidias export-compliant GPUs are drawing attention, though traders note that U.S. restrictions and limited supply may constrain deliveries. The muted share-price response has fueled debate over whether strong AI demand can outweigh concerns about spending, financing risks and recent weakness in chip stocks.

Redwire Corp. engages in the development and provision of space and defense technologies and mission-critical solutions for government, commercial, and civil customers. Its offerings include spacecraft platforms, space infrastructure, avionics, sensors and payloads, power generation systems, radio frequency systems, microgravity research and manufacturing technologies, autonomous systems, optical sensors, and digital engineering solutions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Attention is centered on Redwires upcoming Q3 earnings, with traders watching support for a possible double bottom and looking for a catalyst to reverse recent weakness. Some expect a lift from strength in other space stocks, while others remain cautious about low volume and the stocks inability to hold gains.

Hewlett Packard Enterprise Co. is a global edge-to-cloud company, which engages in the provision of information technology, technology and enterprise products, solutions, and services. It operates through the following segments: Server, Hybrid Cloud, Intelligent Edge, Financial Services, and Corporate Investments and Other. The Server segment consists of general-purpose servers for multi-workload computing and workload-optimized servers to deliver the performance and value for demanding applications, and integrated systems comprised of software and hardware designed to address high-performance computing and supercomputing, artificial intelligence, data analytics, and transaction processing workloads for government and commercial customers globally. The Hybrid Cloud segment is involved in a variety of cloud-native and hybrid solutions across storage, private cloud, and the infrastructure software-as-a-service space. The Intelligent Edge segment offers wired and wireless local area networks, campus, branch, and data center switching, software-defined wide-area-networks, private and public cellular network software, network security, and associated services that enable secure connectivity for businesses of any size. The Financial Services segment provides investment solutions, such as leasing, financing, IT consumption, utility programs, and asset management services for customers that facilitate technology deployment models and the acquisition of complete IT solutions, including hardware, software, and services from Hewlett Packard Enterprise and others. The Corporate Investments and Other segment includes the Advisory and Professional Services business, which primarily offers consultative-led services, HPE and partner technology expertise and advice, implementation services, as well as complex solution engagement capabilities, the Communications and Media Solutions business, which primarily offers software and related services to the telecommunications industry, and Hewlett Packard Labs, which is responsible for research and development. The company was founded by William R. Hewlett and David Packard on July 2, 1939 and is headquartered in Spring, TX.

Hewlett Packard Enterprise Co

HPE is drawing attention after a sharp selloff following Barclays downgrade of enterprise hardware stocks, which cited valuation concerns and questioned whether AI demand is translating into a meaningful growth inflection. Traders are split between frustrated bears expecting more downside and dip buyers who argue HPEs AI-server and networking demand remains intact and view the downgrade as an overreaction.

Sea Ltd. is an internet and mobile platform company, which engages in the provision of online gaming services. It operates through the following segments: Digital Entertainment, E-Commerce, and Digital Financial Services. The Digital Entertainment segment offers and develops mobile and PC online games. The E-Commerce segment manages a third-party marketplace through the Shopee mobile app and websites that connect buyers and sellers. The Digital Financial Services segment includes a variety of payment services and loans to individuals and businesses through SeaMoney. Sea was founded by Xiao Dong Li, Gang Ye, and Jing Ye Chen on May 8, 2009 and is headquartered in Singapore.

Sea Ltd - ADR

Seas plans to pursue a Monee listing and launch an AI cloud business are drawing attention as shares sell off sharply; traders are debating whether the moves unlock value or add uncertainty and spending risks, alongside concerns about Shopee competition and a deteriorating chart.

Alaska Air Group, Inc. is a holding company, which engages in the provision of air transportation services. It operates through the following segments: Alaska Airlines, Hawaiian Airlines, and Regional. The Alaska Airlines segment includes scheduled air transportation on Alaska's Boeing and Airbus jet aircraft for passengers and cargo. The Hawaiian Airlines segment refers to scheduled air transportation on Hawaiian's Boeing and Airbus aircraft for passengers and cargo. The Regional segment consists of Horizon's and other third-party carriers’ scheduled air transportation on E175 aircraft for passengers under CPAs. The company was founded in 1985 and is headquartered in Seattle, WA.

Alaska Air Group Inc.

Alaska Airs quarterly results and outlook are driving discussion: revenue growth was offset by sharply higher fuel costs, a reported loss, and a weaker loss outlook. Traders are split between focusing on premium and loyalty growth and betting that easing oil prices could help, while others remain concerned about fuel pressure and near-term losses.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

The FDAs acceptance of CorMedixs REZZAYO supplemental application for Priority Review is drawing attention, with a decision expected in Q1 2027 and potential expansion into fungal-infection prevention. Traders see commercial upside but debate the muted share-price response and note that approval is not assured; DefenCath reimbursement prospects are another recurring topic.

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TSLA, SPCX Eye Green Open: Gary Black Predicts $420 SpaceX Buyout Of Tesla — Sees Announcement In ‘Next Few Weeks’ 

Equity

Gene Munster also interpreted the Roadster showcase as another sign of Musk’s desire to combine Tesla and SpaceX.

SpaceX’s Debut Quarter Fails To Lift Off: Short Seller Chanos Flags Starship Forecast Cut — But Wall Street Still Sees Big Upside

Musk moved from targeting at least daily flights around August 2027 to weekly or twice-weekly launches next year.

SPCX Stock Slides Overnight: Musk Maps Falcon Wind-Down For Starship — Rare ‘Sell’ Call Sees 27% Downside

 Falcon’s retirement could worsen a global launch-capacity shortage as rivals struggle to scale.

SpaceX Stock Rises Overnight: Elon Musk’s Stake Tops $900B — But Billions In Shares Still Depend On ‘Extremely Crazy Good’ Outcomes 

Some vesting targets involve multitrillion-dollar valuations, space-based computing and a million-person Mars settlement.

Here's What You Need to Know About SpaceX Investing & ETFs

SpaceX's strong rebound, institutional interest and AI ambitions have renewed investor optimism. Here's a guide to SpaceX-focused ETFs.

SPCX Stock Eyes Another Green Week: Analyst Warns Traders To ‘Divorce’ SpaceX Rally From Fundamentals

Morningstar maintained its $62 fair-value estimate, implying about 58% downside, and rates SPCX stock one star.

SpaceX Stock Slips Overnight After 3-Day Rally — Here's Why Ron Baron Sees 40x Upside And ‘Hundreds Of Billions’ In Gains

Baron Capital’s $3 billion SpaceX investment was worth about $25 billion in June, and the firm wants to invest another $1 billion.

SPCX’s Streak Of Red Weeks Is Testing Bulls: Jim Cramer Calls It A '100-Year' Bet As IPO Lockup Expiration Arrives Today

Thursday’s lockup expiration could more than double SpaceX’s public float, with up to 912 million shares becoming eligible for sale.

SPCX Stock Extends Post-IPO Rout: Starship Launch Scrub Deepens Slide As Short Sellers Build $25B Bear Bet 

KeyBanc expects major stock unlocks beginning around Q2 earnings, potentially expanding tradable supply sharply.

SPCX Stock Records 3-Day Slide: Elon Musk Admits Anthropic’s Fable Is 'Definitely Better' Than Grok 4.5

Musk said Grok 4.5 could improve weekly as SpaceXAI works to close the gap with Anthropic and OpenAI in an increasingly crowded AI race.

ProShares Trust - ProShares Ultra SpaceX ETF

Extremely Bullish Sentiment

<ul class="summary-bullets"><li>Gary Black predicted SpaceX could announce a $420-per-share, all-stock Tesla buyout within weeks, with closing potentially taking a year.</li><li>Black sees limited Roadster earnings and brand benefits, remaining cautious about Tesla’s valuation and earnings outlook.</li><li>Barclays sees an all-stock SpaceX acquisition as the likeliest structure, while Baird expects merger speculation to dominate Tesla’s near-term narrative.</li></ul>Tesla (TSLA) and SpaceX (SPCX) shares edged higher overnight heading into Monday as Future Fund managing director Gary Black predicted SpaceX could announce an all-stock acquisition of Tesla within weeks, framing the flying Roadster reveal as a way to bring Elon Musk’s companies together.<a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> rose 0.6% overnight, while&nbsp;<a href="https://stocktwits.com/symbol/SPCX">SPCX</a> gained 1.2%.<h2 class="st-heading-2">Black Predicts A $420 Tesla Takeover</h2>“I agree with those who say the sole purpose of last night’s Roadster event was to make the case for a SPCX-TSLA merger,” Black<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/garyblack00/status/2111229232713998658">&nbsp;said on X</a>. “My guess: Announcement in next few weeks $SPCX buys $TSLA for $420/share in SPCX stock; deal could take a year to close.”However, he made this prediction despite skepticism about the Roadster’s financial impact. Black<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/garyblack00/status/2111152176248520979?utm_source=chatgpt.com">&nbsp;estimated</a> that the sports car could add $0.06 a share to Tesla’s 2029 earnings, which is just 1.1% of the consensus adjusted earnings forecast of $5.40. He also expects limited benefit to the broader brand, saying that few drivers prioritize sub-one-second acceleration or airborne flips.&nbsp;“Yes, the technology and the event itself were amazing,” he said, while questioning investor interest in a niche product still two to three years away. “Third, TSLA always sells on the news after its events and the same principle applies today,” he said.Before the reveal, Black had also<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/garyblack00/status/2110824585700810988">&nbsp;warned</a> against a merger, saying that a stock-for-stock deal would trade at Tesla’s lower valuation multiple and that trading before completion could erode any premium paid in SpaceX shares. “We remain cautious on $TSLA due to its extended valuation, continued expected negative revisions, and our view that unsupervised autonomy becomes commoditized,” he said.<h2 class="st-heading-2">Roadster Showcase Fuels TSLA-SPCX Merger Talk</h2>Deepwater Asset Management managing partner Gene Munster also saw a similar motivation behind the Roadster showcase: “Two takeaways from tonight’s Roadster event. 1. It was an engineering flex with no commercial value beyond embarrassing traditional car makers. 2. Elon can’t wait to bring $TSLA and $SPCX together.”&nbsp;Musk also shared the livestream with the words “Tesla x SpaceX.” Their collaboration also extends to Terafab’s proposed Giga Texas research facility, where they aim to make and test about 10 chip designs annually. “I think what we want to do with Tesla and SpaceX on the chip fab is really try some of these high-risk, high-payoff bets,” Musk said in an interview.On the other hand, Morningstar sees more commercial promise in the Roadster than Black or Munster, saying that its engineering could draw buyers to Tesla’s wider lineup. Still, it forecasts fewer than 2,000 annual Roadster deliveries once production ramps up.Musk targets production in 2028 after repeated delays. Performance and Thrust reservations require $50,000 and $250,000, respectively, with no guaranteed delivery. An invitation-only Rocket version is also planned.<h2 class="st-heading-2">Wall Street Weighs In On A Merger Deal&nbsp;</h2>Barclays last week&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-space-x-merger-could-be-announced-as-early-as-before-december-agm-says-barclays/cZxQdGeRBqr">identified</a> an all-stock SpaceX acquisition of Tesla as the most likely deal structure. It outlined a possible announcement around Tesla’s annual meeting, or a separate announcement within six to 12 months. “While we suspect there would be some financial synergies, the true value would be in vertical integration,” the analysts said.The firm sees a deal linking Tesla’s robotaxi and Optimus programs with SpaceX’s AI and space infrastructure, while streamlining Terafab decisions and helping Musk preserve voting control. However, shareholder approvals and antitrust review would remain potential hurdles. Baird also&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tsla-stock-analyst-spacex-merger-dominate-near-term-narrative-gary-black-more-gains-ahead/cZDstwGRBkI">expects</a> a potential SpaceX merger to dominate Tesla’s near-term narrative.<h2 class="st-heading-2">How Do Retail Traders Feel About TSLA And SPCX?</h2>On Stocktwits, TSLA sentiment was ‘neutral’ amid ‘high’ message volume, while SPCX sentiment was ‘bearish’ amid ‘normal’ message volume.&nbsp;One bullish user&nbsp;<a href="https://stocktwits.com/AlCapone/message/666796623">noted</a>, “$SPCX Barclays’ current scenario has SpaceX around $2.1T and Tesla around $1.5T, with SpaceX acquiring Tesla in an all-stock transaction. On those numbers, existing SpaceX shareholders would own roughly 58% of the combined company, while Tesla shareholders would get about 42%.”<stembedurl>https://stocktwits.com/AlCapone/message/666796623</stembedurl>A separate user&nbsp;<a href="https://stocktwits.com/Jamesinengland/message/666786381">said</a>, “$SPCX If spaceX buys tesla, spacex share price will fall as they will issue more shares to pay for tesla. If tesla buys spaceX they will most likely offer a takeover premium and is eventually converted into Tesla shares.”<stembedurl>https://stocktwits.com/Jamesinengland/message/666786381</stembedurl>While TSLA stock has declined 21% year-to-date, SPCX has fallen 9% over the same period.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nio-stock-ev-firm-outsells-german-luxury-rivals-china-sales-first-time-ceo-hails-tesla-roadster/cZx8gSyRBMd">NIO Stock Climbs Overnight: EV Firm Outsells German Luxury Rivals In China Sales For First Time — CEO Hails Tesla’s Flying Roadster&nbsp;</a>

Kennedy Space Center, Florida, United States - SpaceX CEO Elon Musk speaks to the media following a press conference. (Photo by Paul Hennessy/NurPhoto via Getty Images) 

TSLA, SPCX Eye Green Open: Gary Black Sees SpaceX Buying Tesla For $420/Share In ‘Next Few Weeks’ 

Leverage Shares 2x Long SPCX Daily ETF

Defiance Daily 2X Space ETF

Tradr 2X Long SpaceX Daily ETF

Direxion Daily TSLA Bull 2X Shares

T-REX 2X Long Tesla Daily Target ETF

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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SPCF ProShares Trust - ProShares Ultra SpaceX ETF

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