SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

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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Bitcoin

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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

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Apple Inc.

Tesla Inc

Microsoft Corporation

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SPCX Stock Jumps Overnight: Musk Teases $1 Trillion Revenue By 2028 — Analyst Sees 95% Tesla Merger Odds In 2 Years 

Equity

Cathie Wood's ARK Investment Management analyst Brett Winton said Tesla shareholders looking beyond 2030 should favor a merger even without a premium.

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.

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.

SPCX Stock Eyes 2-Month Winning Streak: Analyst Says SpaceX Could Double On 2,200 Annual Launches By 2030 

SpaceX targets three Thursday launches: Crew-13 to the ISS, Transporter-18 carrying 130 payloads, and the NROL-97 reconnaissance mission.

Investment Managers Series Trust II - Tradr 2X Long SpaceX Daily ETF

Bullish Sentiment

<ul class="summary-bullets"><li>Musk said $1 trillion in SpaceX revenue in 2028 was “no longer impossible,” versus the 2030 scenario he outlined in June.</li><li>Gene Munster sees 95% odds of a Tesla merger within two years, while Dan Ives puts the probability at 80%-90% by end-2027.</li><li>Independent committees are exploring a merger, but Musk cautioned that shareholder approval is a hurdle.</li></ul>Shares of Space Exploration Technologies Corp. (SPCX) jumped over 8% overnight late Tuesday as CEO Elon Musk said $1 trillion in revenue in 2028 was “no longer impossible,” while Deepwater Asset Management’s Gene Munster put the odds of a Tesla (TSLA) merger within two years at 95%.<a href="https://stocktwits.com/symbol/SPCX">SPCX stock</a> edged 0.1% lower to close Tuesday at $147.79. Shares are down 2% so far in October, on track to snap a two-month winning streak.<h2 class="st-heading-2">Musk Floats A Faster Path To $1 Trillion</h2>“As crazy as this sounds, $1T in SpaceX revenue in 2028 is no longer impossible,” Musk&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2112666467712073815">said on X</a>. His outlook&nbsp;brings the possibility forward by two years from the scenario he outlined in June, when he said the milestone might not be reached until 2030.His latest post followed an ambitious claim on the earnings call about SpaceX’s annual revenue run rate (ARR) by the end of next year: “I mean, in a nutshell, what this implies for SpaceX annual recurring revenue by the end of 2027 is somewhere between $500 billion and $1 trillion”&nbsp;Meanwhile, CFO Bret Johnsen maintained the goal of exiting 2026 at a $100 billion ARR. Munster said investors’ willingness to look past that unchanged goal suggested&nbsp;they were focused on 2027 and beyond.ARK Investment Management’s Chief Futurist Brett Winton said the longer-term run-rate ambition wasn't far ahead of ARK’s expectations. “$500b+ in ARR by end of 27 sounds a lot, but it's not that far ahead of our expectations,” Winton&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/wintonARK/status/2112649163632767228">said</a>. “Our model suggests $300b, crossing $500b in the first half of 28.”<h2 class="st-heading-2">Tesla Merger Optimism Builds, But Musk Flags Hurdles</h2>Munster, on the other hand, interpreted the call as another step toward combining Musk’s businesses. “The stars are lining up for Elon to fully realize his vision of $SPCX being a vertical AI company, with the odds of a $TSLA merger increasing,” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2112671052639936752">said on X</a>.In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2112656387075404269">separate post</a>, he said: “My take: 95% chance in the next two years.” Musk confirmed that SpaceX and Tesla had formed special committees of independent directors at shareholders’ request. Since he runs both companies and is a conflicted party, he said he cannot participate in the talks. He pointed to potential benefits from cooperating on superintelligence software, chip design, Terafab, robotics, mass-to-orbit capabilities and connectivity.“I think some people out there assume that a SpaceX and Tesla merger is a certainty, and I think that would be overstating it,” Musk said. He also said Tesla approval would require support from 50% of all shares, rather than only shares voted, calling it “quite a high hurdle.”Winton also said that Tesla shareholders with investment horizons beyond 2030 should favor a merger even without a premium. “Tesla shareholders should be in favor of the merger at no premium, if their time horizon is anything beyond 2030. A 50% premium would bring 2030 in bounds as well,” Winton&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/wintonARK/status/2112657104171598274">said on X</a>.Yorkville Ives partner and senior managing director Dan Ives also&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/DivesTech/status/2112710327490040309">put the odds</a> of a Tesla-SpaceX merger by the end of 2027 at 80%-90%, citing strategic AI and data benefits and calling it “the right move for Musk.”<h2 class="st-heading-2">SPCX Q3 Review</h2>SpaceX beat Q3 estimates with earnings of $0.35 per share versus $0.16 expected and revenue of $14.575 billion against a $13 billion forecast. It projected first quarter (Q1) revenue of $33 billion-$37 billion and fourth quarter (Q4) capex of $35 billion-$40 billion, with Q4 gross margins more consistent with Q2.Ives expressed optimism&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/DivesTech/status/2112642600125747530">on X</a>: “They beat across all metrics and the Starlink business looks to be accelerating while the core Space sector is ready for a big 2027.”&nbsp;<h2 class="st-heading-2">TSLA Capex Expectations Put Cash In Focus</h2>SpaceX’s funding needs also drew attention, with both Munster and GLJ Research analyst Gordon Johnson expecting a capital raise. Munster sees a capital raise within six months, pointing to operating cash flow, debt access and potential vendor financing.Additionally, Johnson noted that cash and cash equivalents had fallen 50% from about $100 billion a quarter ago to $50 billion, missing consensus by about $40 billion. He sees SpaceX raising money again in the fourth quarter and questioned how the position squared with a Tesla acquisition.On the call,&nbsp;finance chief Johnsen confirmed discussions with debt-capital providers and said SpaceX intended to preserve its investment-grade status while financing its expansion. “You have your operational cash flows, first and foremost,” he said. “You have multiple pools of capital available in the debt market, especially because of our investment grade status and strong balance sheet.”<h2 class="st-heading-2">How Do Retail Traders Feel About SPCX?</h2>On Stocktwits, retail sentiment for SPCX flipped dramatically to ‘extremely bullish’ from ‘bearish’ levels a day ago amid a 300% surge in 24-hour message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/spcx_ss_72575b6d53.png" alt="spcx ss.png" width="641" height="344"><figcaption>SPCX sentiment and message volume as of October 20 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/supapimp/message/666973530">said</a>, “$TSLA I’ll be happy with $500 a share if the<a href="https://stocktwits.com/symbol/SPCX"> $SPCX</a> merger happens.”<stembedurl>https://stocktwits.com/supapimp/message/666973530</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/goodnes/message/666981820">said</a>, “$SPCX Gamma squeeze tomorrow.&nbsp; Premiums were very low and now they will explode higher.&nbsp; Everyone is going to try to get it all at once..”<stembedurl>https://stocktwits.com/goodnes/message/666981820</stembedurl>SPCX stock has declined 8% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/space-x-tesla-form-independent-committees-to-explore-merger-elon-musk-says-deal-not-a-certainty/cZxABS0RBHQ">SpaceX, Tesla Form Independent Committees To Explore Merger: Elon Musk Says Deal ‘Not A Certainty’&nbsp;</a>

SpaceX CEO Elon Musk greets the crowd as he provides an update on the development of the Starship spacecraft and Super Heavy rocket at the companys Launch facility in south Texas. Photo by Jonathan Newton/The Washington Post via Getty Images)

SPCX Stock Jumps Overnight: Musk Teases $1 Trillion Revenue By 2028 — Analyst Sees 95% Tesla Merger Odds In 2 Years

ARK Innovation ETF

ARK Space Exploration & Innovation ETF

Defiance Daily 2X Space ETF

Tradr 2X Long SpaceX Daily ETF

Tidal Trust II - Defiance Daily Target 2X Short SpaceX ETF

Direxion Daily TSLA Bull 2X Shares

Tradr 2X Short TSLA Daily ETF

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.

Current Price	$16.37
Prev Close	$16.40
Open	$15.99
Dividend Yield	N/A
50-Day Moving Average	$17.07
Beta	N/A
Avg. Volume	842,320.15
PE Ratio	N/A

52-Week High	$46.71
52-Week Low	$9.04
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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