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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 third-quarter earnings report and conference call are driving attention, with traders debating softer revenue and operating profitability alongside better-than-expected adjusted earnings and cash flow. The reaction is divided: bears focus on valuation, heavy AI and robotics investment, and delayed Optimus milestones, while bulls emphasize cash generation and the longer-term autonomy and AI opportunity; shares initial post-report gains faded.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBMs quarterly results beat expectations, with software growth and delayed enterprise deals helping offset flat consulting, while the full-year revenue outlook was unchanged and free-cash-flow expectations improved. Traders are debating the sharp post-earnings reversal: some see a sell-the-news reaction to modest growth and unchanged guidance, while others view the results as evidence that delayed spending is recovering.

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 quarterly results drove attention: revenue and advertising growth topped expectations, while a one-time legal charge weighed on reported earnings and the company raised its AI spending outlook. Traders are divided between seeing strong ad performance and guidance as a positive signal and worrying about negative free cash flow, heavy investment, and the new non-voting share structure; the initial earnings pop also faced selling pressure.

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 Researchs latest quarterly report is the main focus: strong results and AI- and memory-related demand were offset by an outlook that failed to exceed expectations, with cleanroom and component constraints cited as limits on near-term growth. Traders are divided between calling the selloff an overreaction to a temporary delivery bottleneck and worrying that elevated expectations or peak semiconductor spending leave little room for disappointment.

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 under pressure alongside a broader selloff in Chinese technology shares as the Hang Seng Tech Index fell below 4,000. Traders are split between viewing the decline as an oversold buying opportunity and seeing it as another sign of persistent weakness in China equities, with no clear company-specific catalyst dominating the discussion.

AEVEX Corp. operates as a holding company. It operates through Tactical Systems and Global Solutions segments. The Tactical Systems segment focuses on design, development, and production of autonomous systems including unmanned aerial systems and unmanned surface vessels. The Global Solutions segment offers services and mission support to defense and intelligence customers. The company was founded in 2017 and is headquartered in Solana Beach, CA.

AEVEX Corp. - Ordinary Shares - Class A

AEVEX Corp

A report that the U.S. Navy halted new orders for AEVEXs GARC drone boats, citing performance concerns and cheaper alternatives, has fueled a sharp selloff. AEVEX disputes that orders were halted and says it completed its delivery obligation, leaving traders divided over whether the report signals a serious setback or an overreaction to the companys clarification.

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 is drawing attention amid a persistent share-price pullback ahead of earnings, with traders focused on whether the report will show returns from heavy AI investment. The debate pits concerns about rising capex and AIs potential threat to Search against optimism about Google Cloud growth and Gemini; some traders are also circulating unconfirmed claims that capex could rise further.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is drawing attention as traders digest a tech-led Nasdaq rally around Meta and Tesla earnings, followed by a sharp fade that erased much of the sessions gains. The debate is split between bulls citing earnings and AI demand as support and bears arguing the news was priced in amid AI-spending concerns, technical resistance, and headline-driven volatility.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

The USPTOs decision not to intervene at this stage in the Federal Circuit appeal over Netlists 912 patentafter Samsung and Micron withdrew following settlementsis driving discussion. Traders debate whether the procedural development could help preserve the patent and affect the Google case or leave the appeal unresolved; it is not a ruling on the merits, and upcoming SK hynix and earnings developments are also in focus.

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, citing weak October sales and a challenging sales outlook ahead of earnings, is weighing on Chipotle shares alongside other analyst target cuts. Traders are divided between buying the pullback near recent lows and expecting further downside, with some also criticizing food quality, portions, and pricing.

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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.

SpaceX, Tesla Form Independent Committees To Explore Merger: Elon Musk Says Deal ‘Not A Certainty’ 

 The billionaire CEO added that he is excluded from the merger discussions owing to his position as leader of both firms. 


SPCX Rises After Hours On AI-Driven Revenue Surge And First Profit Since IPO

The company reported third-quarter revenue of $14.58 billion, compared to an estimated $13 billion, and earnings of $0.35 a share, against an expected $0.13. 	


KTOS Stock Has Been In Red For Three Weeks, But This Analyst Calls The Sell-Off 'Attractive,' Sees 155% Upside 

Kratos stock has fallen 48% this year despite strong contract wins and technology progress. 


Cathie Wood-Led Ark Invest's Biggest Q3 Winners And Losers — PLTR, NVDA, TXG Led While TSLA, RKLB Dragged

Ark's latest quarterly report shows that several stocks made meaningful contributions across multiple ETFs.

The Zacks Analyst Blog Highlights NASA, SpaceX, Rocket Lab, ARKX, UFO and MARS

Space ETFs may offer an attractive entry point after recent selloffs, with a $686 billion global space economy and diversified exposure to long-term growth opportunities.

RKLB Stock’s Slide Hits Day 7: Cathie Wood’s ARK Buys The Dip As Rocket Lab Touts Mars Record Amid Neutron Delay 

Rocket Lab highlighted its hardware’s role in Perseverance’s record-setting 28.1-mile journey on Mars.

A Guide to Investing in Space ETFs

Space ETFs may offer an attractive entry point after a sharp sector pullback, with a $686 billion space economy and four funds to consider.  


SpaceX Bundles Grok, X, And Cursor Into New Subscription Tiers

SpaceXSI has launched a unified “X Subscription” that combines Grok AI tools, X platform features, and Cursor coding access into four paid tiers plus a free option. 


Cathie Wood-Led Ark Invest Sells AMD, SPCX, GOOG Stocks — But Loads Up On CMPS, NTLA, CRSP And Other Healthcare Firms

The trades put some of Ark's better-known holdings on the sell side, including AMD, Alphabet, and SpaceX, while its genomics-focused ARK Genomic Revolution ETF continued to add to biotech companies.

ARK ETF Trust - ARK Space & Defense Innovation 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

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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.

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$ARKX Well, guess I'll just hide this one in my portfolio view and come back and take a look in, say, 2030 🤷‍♂️ #UnderWater

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