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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 is under pressure after its earnings beat was overshadowed by softer forward guidance, a reduced advertising outlook, and analyst downgrades and price-target cuts. Traders are split between viewing the selloff as an overreaction and buying the dip, and warning that slowing growth, content concerns, and competition from YouTube could weigh further on shares.

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 strong third-quarter results, particularly rapid AI-compute growth, and a wave of analyst upgrades are driving attention. Traders are mostly bullish, while others flag heavy spending, valuation and share-unlock risks; Musks floated Tesla tie-up adds speculation, but no deal is settled.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabet shares are under pressure as traders position around upcoming earnings, with the main debate centering on whether heavy AI and data-center spending will generate returns or weigh on profits. Some see the pullback as an opportunity, citing Cloud growth and Alphabets AI capabilities, while others warn of an AI-trade shakeout and continued selling.

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 sharply raised preliminary quarterly revenue and gross-margin outlook, attributed to stronger AI-platform demand, is driving attention. Bulls view the update as evidence of growth and cite short-squeeze potential, while skeptics question whether margins, cash flow and execution can sustain the momentum.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sharp swings in memory stocks are driving attention, with traders linking the selloff to fears about Chinese rival CXMT, weakness in South Korean markets, and broader doubts about AI spending. Bulls argue AI-driven memory demand and tight supply remain strong ahead of earnings, while bears see further downside and question whether the sectors growth is sustainable.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment includes To-Home businesses, which include Ele.me, local services and delivery platforms, and Taoxianda, and To-Destination segment businesses, which include Amap, the provider of mobile digital maps, navigation and real-time traffic information, and restaurant and local services guide platforms. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solutions. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is drawing attention after a sharp decline that traders largely describe as happening without a company-specific headline, amid broader weakness in Chinese and Hong Kong equities and concerns about fading demand for China assets. Bulls view the pullback as an oversold dip near support, while bears point to persistent underperformance and China-related risks; the discussion is split between buying the weakness and calling BABA a value trap.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius is caught in a broader neocloud selloff over AI infrastructure financing risks, with Piper Sandlers lowered target adding pressure; traders counter that Nebius is less exposed to debt concerns and point to strong compute demand as a bullish offset. The debate centers on whether the weakness reflects sector-wide funding fears or a deterioration in Nebiuss business outlook.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabets persistent share-price weakness ahead of earnings has traders debating whether the pullback reflects broader tech-market pressure or concerns about AI spending, cloud capacity and returns. Some view the decline as a buying opportunity, while others point to deteriorating technical levels and are waiting for the report to clarify the outlook.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics is drawing attention after multiple sclerosis conference updates showed durable long-term BRIUMVI results, a simpler starting regimen in ENHANCE, and encouraging but preliminary early azer-cel findings in progressive MS. Traders largely welcomed the data and see potential to strengthen BRIUMVIs competitive position and expand the pipeline, while others are frustrated by the muted share reaction and caution that the azer-cel study is small and early-stage.

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

Shares are under pressure despite a quarterly earnings beat as traders focus on the narrowed da Vinci procedure-growth outlook, a one-time antitrust settlement charge, and planned pricing reductions. Some view the selloff as an overreaction to strong operating results, while others see the outlook and pricing changes as signs of growth and margin pressure; the stocks sharp swings have also fueled debate over whether buyers can sustain a rebound.

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NVDA, ZM, SPCX Stocks Rise Premarket: Nvidia Announces AI Factory Pods, Zoom Gets Upgrade, SpaceX Target Rises

Oppenheimers upgrade of Zoom to Outperform is drawing attention, with traders pointing to AI-platform adoption and Zooms evolution beyond video meetings as reasons for optimism. Some remain skeptical that the AI opportunity will translate into stronger growth.

Equity

Nvidia announces a faster route to building AI data centers, Oppenheimer upgrades Zoom on its AI ambitions, and Citi raises its SpaceX price target after a strong quarter.

Wall Street Analysts See Zoom (ZM) as a Buy: Should You Invest?

The average brokerage recommendation (ABR) for Zoom (ZM) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

Zoom Communications (ZM) Sees a More Significant Dip Than Broader Market: Some Facts to Know

In the latest trading session, Zoom Communications (ZM) closed at $94.19, marking a -4.39% move from the previous day.

Investors Heavily Search Zoom Communications, Inc. (ZM): Here is What You Need to Know

Zoom (ZM) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Zoom Communications (ZM) Declines More Than Market: Some Information for Investors

Zoom Communications (ZM) closed the most recent trading day at $94.48, moving 3.75% from the previous trading session.

GTM or ZM: Which Is the Better Value Stock Right Now?

GTM vs. ZM: Which Stock Is the Better Value Option?

Should You Invest in Zoom (ZM) Based on Bullish Wall Street Views?

Here is What to Know Beyond Why Zoom Communications, Inc. (ZM) is a Trending Stock

Zoom (ZM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Why the Market Dipped But Zoom Communications (ZM) Gained Today

In the most recent trading session, Zoom Communications (ZM) closed at $88.36, indicating a +1.21% shift from the previous trading day.

Why Is Zoom (ZM) Down 2.1% Since Last Earnings Report?

Zoom (ZM) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Zoom Communications, Inc. engages in the provision of a communications and collaboration platform. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa. The company was founded by Eric S. Yuan in 2011 and is headquartered in San Jose, CA.

Zoom Communications Inc. - Ordinary Shares - Class A

Extremely Bullish Sentiment

<ul class="summary-bullets"><li>NVDA shares gain as its new DSX POD design aims to cut AI factory deployment times from six months to as little as 14 days.</li><li>ZM stock rallies after Oppenheimer upgrades Zoom to ‘Outperform’ from ‘Perform.’</li><li>SPCX shares jump nearly 10% after strong quarterly revenue growth, while Citi raises its price target after the company’s three main segments beat estimates.</li></ul><p>Nvidia (NVDA), Zoom Communications (ZM) and SpaceX (SPCX) stocks moved higher in premarket trading on Wednesday. The gains followed Nvidia’s latest AI infrastructure announcement, an analyst upgrade for Zoom and a higher price target for SpaceX.</p><h2 class="st-heading-2">NVDA Targets Faster AI Factory Deployment</h2><p><a href="https://stocktwits.com/symbol/NVDA">Nvidia shares</a> rose around 1.5% premarket after the company introduced DSX POD, a reference design for Vera Rubin AI factories housed in modular containers. Built and validated by partners before delivery, the units are designed to connect to a prepared site's power, cooling, networking, and other infrastructure, thereby reducing deployment time from six months to as little as 14 days.</p><p>Nvidia CEO Jensen Huang said the design aims to help customers bring AI capacity online faster and begin generating revenue sooner, rather than waiting months for construction to finish.</p><p>Gene Munster also highlighted the potential benefits of the system in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2112841362328412659">post on X</a>, describing DSX POD as “a mini data center in a container the size of a bus” that can be connected to other units. He added, “Each one has cluster of Vera Rubins, connected and cooled. Little onsite assembly.” Munster also said faster deployment could reduce idle computing capacity and improve returns on investment.</p><h2 class="st-heading-2">ZM Gains After Oppenheimer Upgrade</h2><p><a href="https://stocktwits.com/symbol/ZM">Zoom Communications shares</a> gained nearly 3% in premarket trading after Oppenheimer upgraded the stock to ‘Outperform’ from ‘Perform’ and set a $130 price target.</p><p>After the Zoomtopia conference, Oppenheimer said it was impressed by the company’s new services. The brokerage also said it was more confident in Zoom’s transition from video meetings to a broader AI-powered communications and workflow platform, according to The Fly.</p><p>Oppenheimer pointed to strong uptake of Zoom’s AI platform, alongside growth in average revenue per user and customer retention.</p><h2 class="st-heading-2">SPCX Rallies As Citi Raises Price Target</h2><p><a href="https://stocktwits.com/symbol/SPCX">SpaceX shares</a> climbed nearly 10% in premarket trading after Citi raised its price target to $240 from $200 and maintained a ‘Buy’ rating following the company’s third-quarter report.</p><p>Citi said SpaceX’s three main business segments exceeded its forecasts on nearly every metric. The stock was already moving higher before the analyst update, after strong quarterly revenue growth and Elon Musk’s suggestion of a potential merger between SpaceX and Tesla (TSLA).</p><h2 class="st-heading-2">NVDA, ZM, SPCX Stocks: Stocktwits Retail Sentiment</h2><p>Retail sentiment toward Nvidia improved to ‘bullish’ from ‘normal’ in the past 24 hours, while message volume remained ‘normal’ during the same period.&nbsp;<a href="https://stocktwits.com/symbol/NVDA">NVDA stock</a> has gained over 15% year-to-date.</p><p>The sentiment for Zoom Communications remained ‘bullish’ while message volume was ‘normal,’ both unchanged in the past 24 hours.&nbsp;<a href="https://stocktwits.com/symbol/ZM">ZM shares</a> have gained about 11% since the start of the year.</p><p>Stocktwits retail sentiment for SpaceX jumped to ‘extremely high’ from ‘bearish’ in the past 24 hours, while message volume also rose to ‘high’ from ‘normal’ during the same period.&nbsp;<a href="https://stocktwits.com/symbol/SPCX">SPCX stock</a> has declined nearly 1.5% since the company went public in June.</p><p><strong>Also See:</strong>&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/isrg-nflx-acn-stocks-slide-before-the-bell-why-intuitive-surgical-netflix-and-accenture-are-heading-lower/cZxt6IeRBvP">ISRG, NFLX, ACN Stocks Slide Before The Bell: Why Intuitive Surgical, Netflix And Accenture Are Heading Lower</a>&nbsp;</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

Jensen Huang, chief executive officer of Nvidia Corp., during a Bloomberg Television interview in London, UK, on Wednesday, Oct. 14, 2026. (Source: Jose Sarmento Matos/Bloomberg via Getty Images)

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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Oppenheimer upgraded the stock to Outperform with a $130 target, citing strong growth from AI platform integration.

Investors are debating whether the company serves as an undervalued proxy for indirect exposure to the surging AI firm.

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