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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 topped expectations and marked its first profit since its IPO, with rapid growth in its AI-compute business and plans for heavy infrastructure spending driving attention. Many traders welcomed the growth and outlook, while others questioned the valuation, spending and share-unlock risk; discussion of a possible Tesla merger added speculation, but no deal is assured.

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 and gross-margin outlook, citing stronger AI-platform demand, sparking a surge in shares. Traders largely welcomed the update as evidence of robust AI-server demand and anticipated short covering, while some questioned whether the gains would hold given the companys execution and credibility concerns.

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 earnings beat was overshadowed by softer fourth-quarter guidance, slowing revenue growth and a reduced advertising outlook, prompting a sharp selloff. Traders are debating whether the drop reflects worsening growth prospects or an overreaction to the outlook, with some pointing to continued profitability as a reason to buy the dip.

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

Teslas rebound is drawing attention amid confirmed formation of special committees to explore a potential SpaceX merger, though Musk said a deal is uncertain and would require shareholder support. Traders are split between enthusiasm over possible synergies and skepticism about the terms and timing, while positioning around Teslas Q3 earnings adds volatility.

SK hynix, Inc. engages in the design, manufacture, and sale of semiconductor products. Its products include dynamic random access memory, not-AND flash memory, and multi-chip package. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is being swept up in a sharp memory-chip and Korean-market selloff, with traders citing KOSPI weakness, foreign selling, and fears about Chinese competition and the durability of the AI-driven memory cycle. Bulls argue the decline is excessive given strong memory demand and low valuations, while bears see further downside risk from cyclical and oversupply concerns.

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

Q3 earnings expectations dominate, with traders debating whether results and guidance can support Bloom Energys premium valuation after a sharp pullback. Bulls point to fuel-cell demand from AI data centers, while skeptics cite valuation risk and broader weakness in AI-related stocks.

Myriad Genetics, Inc. is a molecular diagnostics and precision medicine company committed to advancing health and well-being for all. It develops and commercializes molecular tests that help patients and providers uncover genetic insights. The company was founded by Walter A. Gilbert, Mark H. Skolnick, and Peter D. Meldrum in May 1991 and is headquartered in Salt Lake City, UT.

Myriad Genetics, Inc.

Myriads sharp rally is driven mainly by its agreement to sell its prenatal testing business to Labcorp for $210 million in cash plus inventory value, which traders view as a major cash infusion and a shift toward oncology. Bulls see the deal as a balance-sheet and strategic positive, while skeptics argue that selling a revenue-generating unit leaves a smaller business with ongoing debt and execution concerns.

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 REZZAYOs supplemental application for Priority Review is drawing attention, with traders focused on a possible expansion into invasive-fungal-disease prevention and the pending FDA decision. Optimism about that opportunity is tempered by concerns over DefenCath reimbursement and adoption, management execution, and the stocks muted response to positive developments.

Braze, Inc. operates a customer relationship management platform for mobile applications. Its application combines messaging, audience segmentation, analytics and user support in a single integrated solution. The firm offers push notifications, email, in-app messages, and news feed services. The company was founded by Mark Ghermezian, William Magnuson, and Jonathan Hyman on March 28, 2011 and is headquartered in New York, NY.

Braze Inc - Ordinary Shares - Class A

Braze Inc

Salesforces agreed cash acquisition of Braze at a substantial premium is driving the sharp share-price surge, with traders celebrating the buyout while weighing the remaining merger-arbitrage spread and the long wait for the deal to close. Analysts post-deal downgrades have also prompted discussion, though some view the transaction as a win for shareholders and a potential boost to software-sector deal activity.

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, prompting a burst of bullish interest. Traders are divided over whether the efficacy is strong enough to outweigh concerns about agitation and higher treatment discontinuations, with the initial rally fading amid profit-taking and short-selling.

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

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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.

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.

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.

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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)

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