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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 quarterly results and ambitious AI-compute expansion outlook are driving attention, with discussion also amplified by committees exploring a possible Tesla merger. Bulls point to growth and analyst upgrades, while skeptics cite heavy capital spending and the looming share unlock as reasons the earnings-driven rally could fade.

Strive, Inc. engages in the provision of an asset management Bitcoin treasury. It is focused on maximizing value for shareholders, accumulating bitcoin and outperforming bitcoin over the long run. The company was founded by Arshia Sarkhani, Jackson Fairbanks, Arman Sarkhani, and Kyle Fairbanks on March 9, 2022 and is headquartered in Dallas, TX.

Strive Inc. - Ordinary Shares - Class A

Strive Inc.

Strives SATS preferred-stock financing and expanding Bitcoin treasury are driving attention alongside a sharp move in the shares. Bulls view the added Bitcoin exposure as a catalyst, while skeptics warn that preferred dividends and share issuance could weigh on common shareholders.

Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company was founded on June 3, 2024 is headquartered in New York, NY.

Skydance Corp. - Ordinary Shares - Class B

Shares are drawing attention on speculation that SpaceX could invest in or partner with Skydance, after John Malone floated a potential multibillion-dollar deal. Traders are reacting bullishly to the prospect of new financing and distribution opportunities, though the deal remains unconfirmed and bears continue to point to Skydances heavy debt and warrant-related volatility.

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 pre-earnings move is drawing attention alongside the newly formed committees exploring a possible SpaceX merger, a prospect reinforced by SpaceXs strong results. Traders debate the potential upside against an uncertain deal and possible dilution, while others expect Teslas earnings and margin outlook to drive a volatile reaction.

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia, and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Lam Research Corp.

Lam Research is drawing attention ahead of its earnings report, with traders focused on whether results and forward guidance can reverse a steep pre-report selloff. Bulls see the weakness as a buying opportunity given AI- and memory-related equipment demand, while others expect volatility and worry that strong results may already be priced in.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

TD Cowens downgrade to Hold and softer sales outlook ahead of earnings are weighing on CMG, with traders focused on weak October sales and the risk of continued pressure on traffic. The selloff toward yearly lows has prompted dip-buying alongside bearish concerns about the companys outlook and food quality.

United Airlines Holdings, Inc. is a holding company, which engages in the provision of transportation services. It operates through the following geographical segments: Domestic, Atlantic, Pacific, and Latin America. The company was founded on December 30, 1968 and is headquartered in Chicago, IL.

United Airlines Holdings Inc

Uniteds quarterly results and lower-than-expected fourth-quarter profit outlook, pressured by elevated jet-fuel costs, are driving discussion. Despite the margin concerns, shares rebounded as traders focused on strong revenue and travel demand; others question the rally given weaker guidance and fuel-cost risks.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Metas upcoming quarterly results are the main focus, particularly whether AI spending and Muse adoption are translating into growth and whether management will maintain or raise its capital-spending outlook. Traders are split between expecting strong results and an AI-driven lift, and worrying that further spending could pressure margins and cash flow; the New Mexico privacy penalty adds another concern.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Modernas rally and volatility are centered on the full Phase 3 melanoma cancer-vaccine results with Merck, with traders focused on the size of the benefit in the detailed readout. Bulls see potential validation of the broader oncology platform, while skeptics argue expectations and valuation are stretched and warn of a sell-the-news pullback.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Attention centers on the pending FDA decision on Capricors deramiocel for Duchenne muscular dystrophy, with the application focused on upper-limb function. Traders are split between optimism about the HOPE-3 data and concern that disputed statistical analyses and the prior negative advisory vote could lead to another rejection; the uncertainty is fueling volatile trading and speculation about short selling.

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Alaska Airs earnings miss and weaker outlook, which the company attributed largely to elevated jet-fuel costs, are dominating discussion. Bears are focused on the fuel-driven losses and downside risk, while bulls point to revenue growth and argue the shares could recover if oil prices ease.

Alaska Air (ALK) Q3 2026 Earnings Call Transcript

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Alaska Air Group Posts Loss In Q3

(RTTNews) - Alaska Air Group (ALK) reported a net loss of $147 million for the three months ended September 30, compared with net income of $73 million in the same period a year ago. Diluted loss per share was $1.32, compared to profit of $0.62, a year ago. Adjusted net loss was...

Alaska Air Group reports third quarter 2026 results

Alaska Air Group reports third quarter 2026 results Alaska Air Group reports third quarter 2026 resultsPR NewswireSEATTLE, Oct. 20, 2026 Reported loss per share of ($1.32), and adjusted earnings per share, excluding certain tax impacts, of $0.36Announced intent to join the Atlantic and Pacific...

Alaska Air (ALK) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates

While the top- and bottom-line numbers for Alaska Air (ALK) give a sense of how the business performed in the quarter ended September 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Alaska Air Group (ALK) Q3 Earnings Top Estimates

Alaska Air (ALK) delivered earnings and revenue surprises of +2.86% and -0.08%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Alaska Air Group (ALK) Beats Stock Market Upswing: What Investors Need to Know

In the most recent trading session, Alaska Air Group (ALK) closed at $36.5, indicating a +2.16% shift from the previous trading day.

SpaceX Expands Footprint With United Airlines Days After AAL Rollout – Starlink’s Now Available On Nearly Half Its Flights

Equity

United Airlines said Starlink Wi-Fi is now available on more than 635 aircraft, with plans to complete installations across its entire fleet by the end of 2027.


Countdown to Alaska Air (ALK) Q3 Earnings: Wall Street Forecasts for Key Metrics

Get a deeper insight into the potential performance of Alaska Air (ALK) for the quarter ended September 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

Alaska Air Group to Report Q3 Earnings: What's in the Offing?

ALK gears up for Q3 earnings with revenue growth expected from strong passenger demand, but high fuel costs, inflation and geopolitical risks cloud its outlook.

Analysts Estimate Alaska Air Group (ALK) to Report a Decline in Earnings: What to Look Out for

Alaska Air (ALK) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

$ALK Q3 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of -$0.31 down -129.52% YoY
• Reported revenue of $4.31B up 14.39% YoY
• Alaska Air Group expects Q4 2026 adjusted loss per share of ($2.50) to ($2.00), and full-year 2026 adjusted loss per share of ($5.50) to ($5.00), inclusive of $1.8B in fuel expense above plan.

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Alaska Air Group Inc.

 Q3 '26 Earnings Results & Recap

• Reported GAAP EPS of -$0.31 down -129.52% YoY
• Reported revenue of $4.31B up 14.39% YoY
• Alaska Air Group expects Q4 2026 adjusted loss per share of ($2.50) to ($2.00), and full-year 2026 adjusted loss per share of ($5.50) to ($5.00), inclusive of $1.8B in fuel expense above plan.

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Stocktwits Earnings

• Reported GAAP EPS of -$0.31 down -129.52% YoY
• Reported revenue of $4.31B up 14.39% YoY
• Alaska Air Group expects Q4 2026 adjusted loss per share of ($2.50) to ($2.00), and full-year 2026 adjusted loss per share of ($5.50) to ($5.00), inclusive of $1.8B in fuel expense above plan.

Alaska Air Group faced Q4 fuel-cost guidance and full-year losses, adjusted net debt to EBITDAR of 5.5x versus 2.9x, and falling passenger counts and load factor amid capacity growth.

Alaska Air Group reported Q3 revenue and unit-revenue growth, expanded premium and loyalty revenue, and announced intent to join international joint businesses alongside new Seattle routes beginning in spring 2027.

Alaska Air Group, Inc. is a holding company, which engages in the provision of air transportation services. It operates through the following segments: Alaska Airlines, Hawaiian Airlines, and Regional. The Alaska Airlines segment includes scheduled air transportation on Alaska's Boeing and Airbus jet aircraft for passengers and cargo. The Hawaiian Airlines segment refers to scheduled air transportation on Hawaiian's Boeing and Airbus aircraft for passengers and cargo. The Regional segment consists of Horizon's and other third-party carriers’ scheduled air transportation on E175 aircraft for passengers under CPAs. The company was founded in 1985 and is headquartered in Seattle, WA.

Bullish Sentiment

<ul class="summary-bullets"><li>United is adding Starlink to about 20 planes per week, it said.</li><li>The airline also launched a Starlink Tracker, allowing travelers to check whether their flights offer the service.</li><li>Last week, American Airlines announced plans to install Starlink on more than 1,030 aircraft.</li></ul><p>SpaceX (SPCX) continued to increase its foothold in the commercial aviation market, with United Airlines (UAL) announcing that Starlink satellite internet service is now available on nearly half of the carrier’s daily flights.</p><p>The development comes just a week after American Airlines (AAL) announced plans to equip its entire mainline fleet with Starlink.</p><p><a class="mention" data-mention="$SPCX" data-symbol-id="SPCX" href="https://stocktwits.com/symbol/SPCX" target="_blank">SPCX shares</a> were down about 4% at the time of writing, tracking weakness in the broader space and the tech sector. <a href="https://stocktwits.com/symbol/UAL">UAL stock</a> edged marginally higher.</p><h2 class="st-heading-2">United Accelerates Starlink Rollout</h2><p>United Airlines said Starlink is now installed on more than 635 aircraft. According to a July SEC <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/Archives/edgar/data/100517/000010051726000135/ual_erx06302026xex992.htm">filing</a> by United, the airline operates 1,579 mainline and regional aircraft. United is adding Starlink to about 20 planes per week and expects to complete installations by the end of 2027.</p><p>United also launched a Starlink Tracker, allowing travelers to check whether their flights offer the service.</p><h2 class="st-heading-2">Starlink’s Growing Partnerships</h2><p>Last week, American Airlines <a href="https://stocktwits.com/news-articles/markets/equity/spacex-starlink-american-airlines-rollout-doubles/cZDUnpFRBNr">announced</a> plans to install Starlink on more than 1,030 aircraft. Installations are expected to begin in early 2027, covering both narrowbody and widebody aircraft.</p><p>Starlink is also available in 38% of Alaska Air Group’s (ALK) fleet. Alaska Air operates Alaska Airlines and Hawaiian Airlines. Globally, Qatar Airways already offers Starlink Wi-Fi on 150 widebody aircraft, while Air France is targeting a fleetwide rollout by year-end. Emirates is also set to launch the service.</p><h2 class="st-heading-2">SpaceX’s Starlink Push Goes Beyond Aviation</h2><p>Starlink has also been in the news since SpaceX announced a deal last week to acquire Grain Management’s nationwide 800 MHz wireless spectrum portfolio.</p><p>The deal would see SpaceX expand its Starlink Mobile service by combining satellite connectivity with ground-based mobile networks, potentially increasing competition with traditional telecom operators.</p><h2 class="st-heading-2">Retail’s Take On SPCX, UAL</h2><p>Retail sentiment on Stocktwits surrounding SPCX trended in the ‘bearish’ territory over the past 24 hours, while sentiment on UAL remained ‘bullish.’</p><p><img src="https://news.stocktwits-cdn.com/spcx_2_b5291e436c.png" alt="spcx (2).png"><img src="https://news.stocktwits-cdn.com/UAL_df66306586.png" alt="UAL.png"></p><p>SPCX shares are up more than 7% over its IPO price while UAL stock has declined more than 12% so far this year.</p><p><strong>Also read:</strong><a href="https://stocktwits.com/news-articles/markets/equity/rocket-lab-neutron-delay-rklb-stock-ten-month-low-roth-capital-update/cZxWDgWRBAw"><strong>&nbsp;RKLB Stock Heads For 10-Month Lows On Neutron Launch Delay – But Roth Capital Sees The Bright Side</strong></a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

The Hollywood Burbank Airport air traffic control tower stands (R) beyond a parked United Airlines plane on October 6, 2025 in Burbank, California. 

United Airlines said Starlink Wi-Fi is now available on more than 635 aircraft, with plans to complete installations across its entire fleet by the end of 2027.

American Airlines Group Inc

Double beat (rev + EPS)

Revenue beat, EPS miss

EPS beat, revenue miss

Double miss

Meta ($META) reports earnings after the close today. What do you expect?

) reports earnings after the close today. What do you expect?

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '26	-$1.41	--	--	N/A
Q3 '26	$0.39	$0.36	-8.26%	MISSED
Q2 '26	-$0.99	-$0.92	7.29%	BEAT
Q1 '26	-$1.65	-$1.68	-1.85%	MISSED
Q4 '25	$0.11	$0.43	297.71%	BEAT

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ALK Earnings

Latest Earnings Results: Q3 '26

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