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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 strong third-quarter results and ambitious AI-compute expansion outlook are driving attention, with analyst upgrades adding to the bullish reaction. Traders are also debating the potential Tesla merger, elevated capital needs and whether upcoming share unlocks could weigh on the stock.

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, reflecting strong AI-platform demand, is driving attention; the Nokia/Nvidia AI-RAN collaboration is a secondary catalyst. Traders are broadly bullish on growth but debate whether margins, cash flow and execution support the optimism, with some attributing the stocks uneven response to short-selling or manipulation.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Analyst downgrades and concerns about iPhone shipments, growth and Apples high valuation are being debated against reports of strong iPhone Duo preorders and limited launch supply. Traders are divided over whether the stocks resilience reflects real demand or short covering and trading flows.

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 results were overshadowed by a softer revenue outlook and a reduced advertising forecast, prompting analyst downgrades and price-target cuts. Traders are divided between viewing the selloff as a buying opportunity after an earnings beat and worrying that slowing growth, content concerns, and competition from YouTube could weigh on the business.

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

Alphabets pullback ahead of earnings has traders debating whether heavy AI spending can deliver returns and whether AI tools could threaten Search advertising; claims that capex may double remain speculation. Dip buyers point to Cloud and AI growth, while bears emphasize spending risks, search disruption and weak price action.

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 amid weakness across Chinese equities, with traders citing concerns about Chinas economy, limited stimulus, and persistent underperformance; many also say the drop lacks a clear company-specific catalyst. The community is split between viewing the selloff as oversold near support and seeing BABA as a value trap, with recurring debate over whether it can stabilize or continue lower.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabets share-price weakness has become the main focus as traders position around its earnings report, with many questioning the selloff despite positive AI and Cloud developments. The debate centers on whether heavy AI infrastructure spending and search competition will weigh on results; bulls view the pullback as a buying opportunity, while bears point to weak technicals and earnings risk.

Bitdeer Technologies Group engages in the cryptocurrency mining industry. It generates income through its proprietary mining datacenters. The firm handles complex processes involved in computing such as equipment procurement, transport logistics, datacenter design and construction, equipment management, and daily operations. The company was founded by Wu Jihan in December 2021 and is headquartered in Singapore.

Bitdeer Technologies Group. - Ordinary Shares - Class A

Bitdeer Technologies Holding Co

Bitdeers higher Bitcoin production and expanding AI-cloud contracts are drawing attention, but traders are frustrated that the shares have lagged Bitcoin and mining peers despite the positive operating news. The community is split between buyers viewing the pullback as an opportunity and speculation that dilution or heavy shorting is weighing on the stock.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

A sharp rebound and attempted technical breakout are driving CRCL discussion, with traders debating whether the move will hold or fade; some point to a Citi upgrade and firmer Bitcoin-linked stocks as support.

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 earnings beat was overshadowed by a one-time antitrust settlement charge, a narrowed procedure-growth outlook, and planned pricing reductions that could weigh on revenue per procedure. Traders are split between viewing the selloff as an overreaction to strong operating results and worrying that slower growth and pricing pressure challenge the companys premium valuation.

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Odds of a September rate cut jumped to 84% after Powell’s Jackson Hole speech - What&#39;s your call?

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Odds of a 25 bps rate cut in Sept surged after Powell&#39;s Jackson Hole speech $SPY $QQQ  
 
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Odds of a September rate cut jumped to 84% after Powell’s Jackson Hole speech - What's your call?

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@StocktwitsPolls he will cut, but for as little as possible 25bps. Even though it should be 50bps

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 he will cut, but for as little as possible 25bps. Even though it should be 50bps