SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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 stronger-than-expected Q3 results, first reported public-company profit and rapid growth in AI-compute revenue are driving attention. Many traders welcomed the results, while skeptics question whether the AI business can justify heavy spending and valuation, with an upcoming share unlock adding concern about selling pressure.

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 earnings reaction is being driven by softer forward guidance and a reduced advertising revenue outlook, which outweighed a quarterly profit beat and sent shares lower. Traders are split between viewing the selloff as an overreaction and seeing it as a warning about slowing growth, ad execution, and streaming competition.

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 strong AI-server demand, driving a sharp rally. Many traders called the shares undervalued and anticipated short covering, while others questioned whether margins, cash flow and execution can sustain the improvement.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokias Q3 earnings report is the main focus, with traders watching whether AI and cloud demandincluding its NVIDIA-linked AI-RAN and optical-networking businesscan translate into stronger results. Bulls see the AI infrastructure push as a rerating catalyst, while skeptics point to the share-price weakness and question whether the growth will show up in reported performance.

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 A

Alphabet Inc Class A

GOOGL is drawing attention for weak, range-bound trading ahead of earnings, with traders debating whether cloud and AI growth can outweigh concerns about heavy infrastructure spending and free cash flow. Some see the pullback as a buying opportunity, while others are frustrated by the stocks lagging price action and are waiting for results to clarify the outlook.

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. 

SpaceXs strong compute-demand commentary and ambitious capacity plans are driving optimism that AI infrastructure providers such as Nebius can benefit from continued demand. Traders also debate whether the rebound is a durable shift or a short-covering bounce, with concerns about neocloud financing and the sector selloff still weighing on sentiment.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

Anticipation around SELLASs Phase 3 REGAL trial is driving discussion, with traders focused on the 80th survival event that triggers final analysis; the last disclosed count was 78. Speculation about favorable survival data or a buyout has accompanied the sharp rally, while skeptics stress that neither a result nor a deal is confirmed and the trial outcome remains uncertain.

Alphabet Inc - Ordinary Shares - Class C

Alphabets upcoming earnings are the main focus, with traders looking for evidence that Cloud, Search, and Gemini can deliver growth while debating whether heavy AI infrastructure spending will earn adequate returns. Bulls expect strong results and view the pullback as an opportunity, while bears point to capex concerns, AI competition, and the stocks difficulty sustaining gains.

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 quarterly results were followed by a sharp selloff as investors focused on a large antitrust settlement charge, narrower da Vinci procedure-growth guidance, and planned pricing cuts. Traders are split between viewing the reaction as an overdone earnings selloff and seeing the outlook and pricing pressure as reasons for caution.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

SpaceXs earnings and Musks AI-compute expansion plans using Nvidia hardware dominate the discussion, with traders viewing them as evidence of continued GPU demand. Bulls see support for the AI buildout, while skeptics question the spendings returns and note NVDAs weak, choppy price action despite the headlines.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

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

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

Comtech Telecom Q4 2026 Earnings Call: Complete Transcript

On Wednesday, Comtech Telecom (NASDAQ:CMTL) discussed fourth-quarter financial results during its earnings call. The full transcript is provided below.
This content is powered by Benzinga APIs. For comprehensiveread more...

Comtech Telecommunications (CMTL) Reports Break-Even Earnings for Q4

Comtech (CMTL) delivered earnings and revenue surprises of +100.00% and -40.68%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

Comtech Announces Financial Results for Fourth Quarter and Fiscal Year 2026

October14, 2026-- Comtech Telecommunications Corp. (NASDAQ: CMTL) (Comtech or the Company), a global communications technology leader, today reported financial results for its fourth quarter and fiscal year ended July 31, 2026. Ken Traub, Chairman, President and CEO, stated: Our accomplishments in...

Comtech Announces Leadership Updates

October 14, 2026-- Comtech Telecommunications Corp. (NASDAQ: CMTL) (Comtech or the Company), a global communications technology leader, today announced the appointments of Richard ("Rich") Nyren as Executive Vice President, Finance, and Amy Rothstein-Hovey as General Counsel. The appointments are...

ASTS' Bottom Line Plummets: Should You Stay Cautious About the Stock?

AST SpaceMobile faces mounting losses, high operating costs and launch risks despite ambitious satellite expansion plans.

Comtech To Host Fourth Quarter and Fiscal Year 2026 Earnings Conference Call

Oct. 9, 2026-- Comtech Telecommunications Corp. (NASDAQ: CMTL) (Comtech or the Company), a global communications technology leader, today announced that it plans to release its fourth quarter and fiscal year 2026 operating results after the market closes on Wednesday, October 14, 2026. At 5:00 p.m...

Comtech Appoints Christopher D. Maloney to its Board of Directors

Comtech Telecommunications Corp. (NASDAQ: CMTL) (Comtech or the Company), a global communications technology leader, today announced that its Board of Directors (the Board) has appointed Christopher D. Maloney as an independent director, effective October 1, 2026. Following Mr. Maloney's...

Ubiquiti Bets Big on UniFi Ecosystem: Should You Buy the Stock?

UI's expanding UniFi ecosystem, Enterprise Technology momentum and scalable operating model support growth, profitability and earnings expansion.

Can the Formation of Equatys Help Revive Viasat's Growth Momentum?

VSAT's Equatys venture could unlock new D2D revenue, broaden its market and improve capital efficiency through shared satellite infrastructure.

Should IDCC Stock Be in Your Portfolio After Solid Q2 Results?

InterDigital's solid second-quarter results, record recurring revenues, Amazon licensing deal and raised 2026 outlook strengthen its growth prospects.

• Reported GAAP EPS of $0.00
• Reported revenue of $66.23M down -49.20% YoY
• Comtech estimates Fiscal 2026 pro forma Adjusted EBITDA at approximately $37M to $39M, transition costs at approximately $13M to $15M, and annual cost savings of approximately $16M to $18M.

Comtech reported lower Q4 FY2026 net sales and bookings, a 0.48x book-to-bill ratio, a larger continuing-operations operating loss, and a pending S&S sale subject to approvals with transition costs.

Comtech reported higher Q4 gross profit percentage and Adjusted EBITDA, launched Allerium Mira and Coral with $520.4M funded backlog, and generated positive operating cash flow alongside $61.3M year-end liquidity.

Comtech Telecommunications Corp. engages in the provision of emergency systems and wireless and satellite communications. It operates through Satellite and Space Communications and Allerium segments. The Satellite and Space Communication segment offers satellite ground station technologies, services and system integration that facilitate the transmission of voice, video, and data over GEO, MEO, and LEO satellite constellations, including solid-state and traveling wave tube power amplifiers, modems, VSAT platforms and frequency converters. The Allerium segment provides emergency call routing, location validation, network, policy-based routing rules, logging and security functionality to states and local governments. The company was founded in 1967 and is headquartered in Chandler, AZ.

Comtech Telecommunications Corp.

Comtech Stock Soars On $50M US Navy Contract; Retail’s Extremely Bullish

Equity

Bullish Sentiment

Shares of Comtech Telecommunications Corp. ($CMTL) were up 8.3% on Thursday morning (10:20 a.m. ET) after the company said it was awarded a contract by the U.S. Navy for its satellite communications tech valued at more than $50 million, lifting retail sentiment.Under the terms of the contract, which has a four-year period, Comtech will provide the U.S. Navy with “SLM-5650B” satellite communications modems, upgrade kits, firmware, and technical support.Comtech’s modems support communications over commercial and military satellite networks and are used for “interoperability” across Navy platforms and shore sites, said the company’s statement.Retail sentiment on the stock turned ‘extremely bullish’ (82/100) from ‘neutral’ (53/100) a day ago. Accompanying message volumes rose from ‘low’ (43/100) to ‘high’ (60/100) on Thursday morning.<figure class="image"><img style="aspect-ratio:1304/290;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2024_11_14_at_9_09_49_PM_9a8b80f455.png" alt="Screenshot 2024-11-14 at 9.09.49 PM.png" width="1304" height="290"><figcaption>CMTL sentiment meter and message volumes on Nov 4 as of 10:40 am ET</figcaption></figure>Multiple U.S. Navy programs already use “thousands of Comtech satellite communications modems,” said Comtech, adding it has received <a target="_blank" rel="noopener noreferrer nofollow" href="https://comtech.com/press-releases/2024/11/14/u-s-navy-awards-comtech-50-million-slm-5650b-modem-contract/">orders </a>worth $2 million to date.Comtech is due to report its Q1 2025 earnings on Dec 5. Wall Street analysts expect the company to post $0.39 in earnings per share (EPS) on revenues of $125.53 million.Comtech, in general, has been banking on the trend of defense organizations moving away from large, fixed legacy communications systems to alternatives that are more agile and distributed, tapping multiple networks to route data traffic, according to the company’s website.The market for low earth orbit (LOE), in particular, is worth an estimated $5.4 billion and projected to grow to over $25 billion by 2032, with North America projected to lead this growth.&nbsp; Comtech stock has climbed 52.8% in the last six months.&nbsp;For updates and corrections, email newsroom@stocktwits.com &nbsp;

Retail sentiment on the stock turned ‘extremely bullish’ from ‘neutral’ a day ago. |Source: Pixabay

The four-year contract will provide the U.S. Navy certain satellite communications modems, upgrade kits, firmware, and technical support.

iShares Micro-Cap ETF

Vanguard Total Stock Market ETF

Vanguard Extended Market 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.

Feed

News

Sentiment

Earnings

Fundamentals

Info

CMTL News