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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 and outlook are driving attention, with traders focused on rapid AI-compute growth, a return to profitability and plans for heavy infrastructure spending. Bulls see the results as evidence of an expanding AI business, while skeptics question the valuation, cash demands and potential share-unlock pressure; preliminary Tesla merger discussions add another speculative theme.

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 are under pressure after its quarterly profit beat expectations, but a softer fourth-quarter outlook and slowing revenue growth overshadowed the results; the company also lowered its advertising revenue forecast. Bears see growth and ad execution as key concerns, while bulls argue the selloff overstates the risk given the profitable quarter and share buybacks.

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 fiscal Q1 update sharply raised its sales outlook and projected improved gross margins, citing stronger AI-platform demand. Bulls welcomed the upside surprise and speculated about short covering, while skeptics questioned whether the gains and improved margins would hold.

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 Chinese orders for Nvidias export-compliant GPUs are renewing discussion of strong AI-chip demand, though traders are frustrated that the news has not translated into a stronger share-price response. The debate also reflects optimism about continued AI infrastructure spending after SpaceX and Super Micro updates, balanced by worries about valuations, financing, and whether that spending will generate returns.

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 shares sharp rebound has traders focused on the anticipated 80th-event trigger and final analysis of its Phase 3 REGAL AML trial, with some also speculating about a buyout. The event count and trial results remain unconfirmed; bullish expectations of a major catalyst are countered by skepticism that the move is trading momentum without new data.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energys upcoming Q3 earnings are the main focus, with traders debating whether results and guidance can justify its premium valuation after a sharp, volatile pullback. Bulls point to fuel-cell demand from AI data centers and recent power-project deals, while skeptics warn that expectations are high and the broader AI selloff could keep shares under pressure.

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

Traders are focused on potential DefenCath reimbursement upside after the HHS kidney-care plan highlighted barriers to financing dialysis innovation, which they see as support for CorMedixs request for a separate infection-prevention payment category. CMS action remains uncertain, and the discussion also weighs DefenCaths adoption and pricing against competition; REZZAYOs FDA priority review is another cited growth catalyst.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

SOXX is drawing attention amid a prolonged semiconductor selloff, with traders questioning whether AI infrastructure spending and chip demand can justify the sectors high expectations amid financing concerns and competition. The community is split between expecting an oversold bounce on still-strong AI demand and warning that the decline could deepen.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla and SpaceX have formed independent committees to explore a potential merger, fueling speculation that a combination could benefit Tesla while prompting skepticism about deal terms, valuation, and whether it will happen at all. Traders are also positioning around Teslas upcoming earnings, with debate over whether results or merger-related commentary will drive the next move.

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

Traders are focused on Seas reported plans for a Monee fintech listing and a new AI cloud business, with the announcements coinciding with a sharp selloff. The community is split between seeing the moves as potential value creation and worrying about uncertainty, spending, and Shopee competition; some also view the decline as an oversold buying opportunity.

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Tesla Stock At $4,400? Cathie Wood's ARK Pins Hopes On Robotaxis, Sees SpaceX Merger In 5 Years

Equity

ARK says a Tesla-SpaceX merger could result in combined revenue of $3.8 trillion by 2031.

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

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

Stocktwits Space Race Weekly: SPCX Weathers Selloff Better Than ASTS, RKLB And FLY — RDW Fares Best 

SpaceX faced Ukraine-related satellite-service scrutiny as Barclays’ merger speculation and the flying Roadster revealed renewed attention on its Tesla ties.

TSLA Stock Gets Some Thrust From ‘Flying’ Roadster Reveal — Munster Calls It ‘Engineering Flex’ With A Tesla-SpaceX Clue  

Tesla outlined Performance, Thrust and flight-capable Rocket versions, showcasing a 0-60 mph time of 0.81 seconds.

Elon Musk Sees SpaceX Topping $100 Trillion In Under 10 Years — Retail Eyes Tesla Merger Reveal At Roadster Event 

Barclays outlined potential merger-announcement windows before Tesla’s annual meeting or within six to 12 months if announced separately.

TSLA Stock Slips Overnight Ahead Of Roadster Event — Elon Musk Promises ‘Greatest Product Demo Of All Time’ 

Musk’s proposed SpaceX thruster package and past flying-car claims have raised expectations for the event.

SpaceX Could Be Worth $50 Trillion In 10 Years, Says Ron Baron: ‘Elon Thinks I’m Way Low’ 

Baron sees Starlink reaching a $14 trillion to $15 trillion valuation, with annual revenue potentially climbing to $1 trillion.

TSLA Stock Rises Overnight: Tesla’s Long-Delayed Roadster Event Is Back On — Musk Teases ‘Timing Is Everything’ 

Tesla will livestream its postponed Roadster event Thursday at 7:55 p.m. CST.

SPCX Stock Jumps Overnight: Trump Hails Musk As ‘Modern-Day Thomas Edison’ Days After POTUS Portfolio Bought SpaceX Bonds

Disclosures showed Trump’s portfolio bought up to $5 million in SpaceX bonds two days before his Aug.20 space-policy push.

SPCX Stock Climbs Overnight: Musk Teases SpaceXSI After Trump’s SI Push — Analyst Calls Shares ‘Unusually Cheap’ 

Morgan Stanley called shares “unusually cheap” ahead of Starship Flight 15, maintaining a $300 target implying about 89% upside from current levels.

Themes ETF Trust - Leverage Shares 2X Long SPCX Daily ETF

Bullish Sentiment

<ul class="summary-bullets"><li>ARK's $4,400 forecast for 2031 implies about 1,095% upside, with robotaxis accounting for about 80% of projected enterprise value.</li><li>Tesla reports Musk's stake at 19.8% and 2025 compensation of $158.36 billion based on grant-date award valuations.</li><li>Morningstar expects another quarter of negative free cash flow as the company reports its Q3 results on Wednesday.</li></ul>Shares of Tesla, Inc. (TSLA) are headed into earnings after ending a four-day slide on Monday as Cathie Wood’s ARK Investment Management outlined over 1,000% upside by 2031 and potential benefits from a SpaceX merger.<a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> rose 3.8% to $368.06 on Monday before slipping 0.5% overnight late Monday as investors also digested a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.semafor.com/article/10/19/2026/waymo-plans-to-quintuple-its-fleet">report</a> that Alphabet, Inc.’s Waymo plans to expand its autonomous vehicle fleet fivefold.&nbsp;<h2 class="st-heading-2">Robotaxis Drive ARK’s $4,400 Tesla Forecast</h2>ARK expects Tesla’s share price to hit $4,400 by 2031, implying about 1,095% upside from current levels. Robotaxis account for about 80% of projected enterprise value, with Optimus contributing more than in its previous model.The firm projects about 8.1 million cumulative robotaxis and 1 million cumulative external Optimus units by 2031 in its base case. It also sees nearly $1.45 trillion in total revenue and a $17.5 trillion market cap. “Tesla is early in scaling robotaxi, but its vertical integration and cost advantages could make it first to widespread service,” ARK analyst Tasha Keeney&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/TashaARK/status/2112296362952065460">said on X</a>.ARK estimates Cybercab’s incremental operating costs per mile could be 40% below those of Waymo’s Ioniq 5 platform at scale in 2031. It also revised pricing assumptions to reflect a broader range of customers’ willingness to pay.&nbsp;&nbsp;The firm’s merger assumptions add another potential catalyst. “While our model assesses Tesla as a standalone business, a SpaceX-Tesla merger could take place within the next five years,” the report says.&nbsp;ARK says Tesla’s robotaxi cash flow could help finance SpaceX’s orbital data centers, while SpaceX’s frontier AI models could support Optimus. Together, it estimates the companies to generate $3.8 trillion in revenue and $2.7 trillion in EBIT by 2031, with SpaceX contributing 62% and 69%, respectively.&nbsp;&nbsp;&nbsp;&nbsp;<h2 class="st-heading-2">Black Tempers Expectations For SpaceX Deal</h2>Future Fund managing director Gary Black said he has long viewed a SpaceX-Tesla deal as inevitable, while reiterating caution that an all-stock deal could dilute the benefit to Tesla shareholders. “All told, I don’t expect a huge windfall for TSLA shareholders on a SPCX/TSLA stock-for-stock deal, although the announcement itself would be positive for TSLA stock,” Black&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/garyblack00/status/2112188715527295295">said on X</a>.He also suggested a hypothetical offer of around $420 per Tesla share, about 14% above Monday’s close. Black expects the combined company’s valuation to follow the acquirer’s multiple, citing estimated fiscal 2027 enterprise-value-to-EBITDA multiples of 29.4 times for SpaceX and 72.6 times for Tesla. He also sees merger arbitrage potentially weighing on the price during a six-to-12-month closing process.<h2 class="st-heading-2">Tesla Touts Robotaxi Progress Ahead Of Board Vote</h2>On Monday, Tesla posted a shareholder letter that says its robotaxi service has expanded to seven U.S. cities and includes Cybercabs without steering wheels or pedals. It also reports nearly 1.5 million paid FSD customers and more than 15 billion cumulative miles driven with FSD Supervised.&nbsp;&nbsp;The company is seeking shareholder support to re-elect Musk, chair Robyn Denholm and J.B. Straubel at its Dec.3 annual meeting. The proxy reports Musk’s current stake at about 699.6 million shares, or 19.8%, as of Sept.30, including restricted shares from his 2018 award that carry voting rights despite a service-based forfeiture condition.It also reports $158.36 billion in Musk’s 2025 compensation based on grant-date award valuations, including $26.1 billion for an interim award forfeited in April.&nbsp;<h2 class="st-heading-2">Investors Press Tesla For FSD And Optimus Timelines</h2>Tesla will release its third-quarter (Q3) results after the stock market closes on Wednesday. Revenue is expected to decline 1% quarter-over-quarter, while EBITDA rises 15% and EBIT increases 129%, according to Koyfin. Meanwhile, adjusted EPS is projected to rise 36%.On an annual basis, Q3 revenue is projected at $28.98 billion, compared with $28.10 billion a year earlier, according to Fiscal AI. EBITDA is expected to decline to $3.40 billion from $4.23 billion, while EPS falls to $0.35 from $0.50.Morningstar expects free cash flow to be negative for a second consecutive quarter because of Tesla’s substantial capital spending. It also expects investors to scrutinize the company’s near-term robotaxi and humanoid-robot guidance.Retail shareholders’ top-voted earnings questions focus mainly on commercialization. “When can we anticipate FSD unsupervised in customer cars?” asks the leading question, with about 1,000 votes. A question about when customers can purchase and own Cybercabs follows with 990 votes, while a request for clarity on expansion beyond Austin and regulation outside Texas has 848 votes.Optimus unit costs and its first paying customer attracted 629 votes. Another question, with 437 votes, asks: “When do you anticipate Optimus will begin generating revenue?” A question seeking clarity on possible free HW3 upgrades drew 476 votes, while other shareholders are pressing for details on robotaxi economics, insurance and privately owned fleets.<h2 class="st-heading-2">How Do Retail Traders Feel About TSLA?</h2>On Stocktwits, retail sentiment for TSLA has been ‘neutral’ over the past day amid a 242% jump in 24-hour message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/tsla_ss_ed2de2233d.png" alt="tsla ss.png" width="642" height="340"><figcaption>TSLA sentiment and message volume as of October 19 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/jsrb123/message/666856086">said</a>, “$TSLA most past earnings, it has drop, i think this time will surprise some…”<stembedurl>https://stocktwits.com/jsrb123/message/666856086</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/BuffMan101/message/666851027">said</a>, “$TSLA This is the “growing” car company that shouldn’t trade in line with traditional car manufacturers. 5 years of diminishing operating income. This will never grow into its 1.5T 340P/E. Only saving grace would be if Elon would roll his ponzis together into one giant cash burning ponzi”<stembedurl>https://stocktwits.com/BuffMan101/message/666851027</stembedurl>So far this year, Tesla's stock has lagged its "Magnificent Seven" peers, making it the group's worst performer, down about 18%.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ex-google-ceo-eric-schmidt-reportedly-owns-1-of-anthropic/cZxoP7XRBud">Ex-Google CEO Eric Schmidt Reportedly Owns 1% Of Anthropic&nbsp;</a>

In this photo illustration, the stock market information of Tesla Inc displayed on a smartphone while the logo of Tesla Inc seen in the background. (Photo Illustration by Igor Golovniov/SOPA Images/LightRocket via Getty Images)

Alphabet Inc - Ordinary Shares - Class C

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Leverage Shares 2x Long SPCX Daily ETF

Defiance Daily 2X Space ETF

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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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