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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 quarterly results beat expectations and returned the company to profitability, with AI compute emerging as a major revenue driver; the results sparked a post-earnings rally and bullish enthusiasm. Traders also debate whether heavy AI spending, cash burn, valuation, and upcoming share unlocks temper the growth story, while a possible Tesla tie-up adds speculation.

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 outlook and projected stronger gross margins, citing demand for AI platforms, driving a sharp share-price rally. Traders are broadly reacting bullishly and discussing a possible short squeeze, while others question whether execution, margins, and cash flow can sustain the move ahead of the full results.

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 softer Q4 outlook and reduced advertising-revenue forecast overshadowed a quarterly profit beat, driving a selloff and concerns about slowing growth and ad execution. Traders are split between viewing the decline as an overreaction and expecting further downside amid competition and doubts about future growth.

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 AI-compute results and comments that demand exceeds available capacity have fueled a rebound in NBIS and other neocloud shares, with traders saying the outlook supports continued demand for GPU capacity. Others remain cautious after the sectors steep selloff, pointing to debt, financing costs and execution risks.

Spdr Dow Jones Industrial Average ETF Trust - Spdr Dow Jones Industrial Average ETF Trust

DIA is drawing attention as the Dow outperforms tech-heavy indexes amid a choppy market, with traders pointing to rotation toward blue-chip and defensive shares as AI and semiconductor stocks face pressure. Some see the Dows resilience as healthy broadening, while others view it as a temporary refuge and warn that inflation, oil, yields and geopolitical risks could keep markets volatile.

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 strong AI-related results and spending commentary, alongside Super Micros raised sales outlook, have revived discussion that demand for AI infrastructureand Nvidia chipsremains robust. Bulls see support for the AI trade, while skeptics question the returns on heavy spending and point to NVDAs choppy, muted price action.

Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

Anticipation of Compass Pathways completing its rolling FDA application for COMP360, its psilocybin therapy for treatment-resistant depression, is driving discussion, alongside expectations that its priority-review voucher could shorten the review process. Many traders are bullish on the positive Phase 3 results and potential launch, while others question the filing timeline and approval prospects and point to volatile trading and broader biotech weakness.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Bitcoin swings remain a key driver of MSTR trading, while traders debate MSCIs new eligibility rules and the possibility of index removal and passive-fund outflows. The community is split between buyers anticipating a BTC-led rebound or short squeeze and skeptics focused on potential selling, dilution, and Bitcoin downside.

Flutter Entertainment Plc engages in the business of online betting and gaming. It operates through the following segments: UK and Ireland, Australia, International, and US. The UK and Ireland segment includes the operations of Sky Betting and Gaming, Paddy Power, Betfair, and tombola. The Australia segment focuses on sports betting services provided to Australian customers online. The International segment relates to poker, casino, rummy, lottery, and sports betting. The US segment includes sports betting, daily fantasy sports, and gaming services. The company was founded in 1988 and is headquartered in New York, NY.

Flutter Entertainment Plc

Flutters planned UK and Ireland job cuts, which the company reportedly says are intended to offset higher gambling taxes, are driving attention and reinforcing concerns about rising regulatory costs. Traders are also debating pressure from prediction-market competitors and Brazil, while some view the steep share-price decline as a value opportunity.

General Motors Co. engages in the designing, manufacturing, and selling of trucks, crossovers, cars, and automobile parts, and in providing software-enabled services and subscriptions. It operates through the following segments: GMNA, GMI, Cruise, and GM Financial. The company was founded by William C. Durant on September 16, 1908 and is headquartered in Detroit, MI.

General Motors Company

GM shares sold off despite a third-quarter earnings and revenue beat, as traders focused on the narrowed full-year profit outlook and unchanged guidance midpoint; the new buyback and higher cash-flow outlook did not offset those concerns. The community is split between viewing the decline as an overreaction and buying opportunity, and seeing the cautious outlook as a reason for further weakness.

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Nifty 50

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Reliance Industries Ltd.

Zomato Ltd.

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Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

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Apple Inc.

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This Align Technology Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Thursday

Analysts downgraded Envista, Cirrus Logic, ZTO Express, Align Technology and Par Pacific, with mixed price-target changes.read more...

GFS Stock Bucks Market Weakness: GlobalFoundries To Add Up To 1.8 Million Wafers Of Annual Capacity With 2 New York Fabs 

Equity

GlobalFoundries said the first fab is expected to involve approximately $10 billion in investment and begin operations in 2029.


Cirrus Logic to Report Second Quarter Fiscal Year 2027 Results

Cirrus Logic, Inc. (Nasdaq: CRUS) will post its second quarter fiscal year 2027 financial results and business outlook on the Investor Relations area of its website on Wednesday, November 4, at approximately 4 p.m. ET.Cirrus Logic will host a live Q&A webcast session at 5 p.m. ET that same day to...

Cirrus Logic Announces Acquisition of INVENTVM Semiconductor

Cirrus Logic, Inc. (NASDAQ: CRUS) announced that it has acquired INVENTVM, a fabless semiconductor company based in Pavia, Italy that specializes in mixed-signal power management and audio integrated circuits. INVENTVM brings deep engineering expertise, intellectual property, and an established...

Cirrus Logic Faces Pricing Pressure: Can Gross Margin Stay Firm?

CRUS is navigating pricing cuts and supply-chain costs while preserving its long-term margin outlook and securing future wafer capacity.

Cirrus Logic (CRUS) Down 8.4% Since Last Earnings Report: Can It Rebound?

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

Cirrus Logic EVP Sells 1,166 Shares for $137,460

Key PointsThe disposition involved 1,166 shares executed at $117.89 per share for a total value of ~$137,460...

Can Cirrus Logic Maintain Momentum With Its Strong Product Pipeline?

CRUS posted record fiscal Q1 results as strong demand and a robust pipeline support growth across audio and HPMS.

Can Cirrus Logic's Strong Q1 Offset Cautious Q2 Revenue Guidance?

CRUS' record Q1 and HPMS growth support its product story, but weaker Q2 outlook, higher spending and PC delays temper the near-term setup.

Is CRUS Worth Buying as Low Valuation Meets Slower Earnings Growth?

Cirrus Logic's low valuation and strong smartphone execution offer support, but weaker earnings expectations and customer concentration favor patience.

Cirrus Logic, Inc. engages in the development of mixed-signal processing solutions. Its product lines include audio and High-Performance Mixed-Signal (HPMS) products. It operates through the following geographical segments: China, Hong Kong, Vietnam, South Korea, India, United States, and Rest of World. The company was founded by Suhas S. Patil and Michael L. Hackworth in 1984 and is headquartered in Austin, TX.

Cirrus Logic, Inc.

Bullish Sentiment

<ul class="summary-bullets"><li>The company said its second facility could receive another roughly $10 billion.</li><li>It estimated that both facilities could add around 1.8 million 300-millimeter wafers of annual U.S. manufacturing capacity once fully operational.</li><li>GlobalFoundries said the expansion has support from customers and industry partners, including Apple, Cirrus Logic and General Motors.</li></ul>GlobalFoundries (GFS) shares bucked the broader market weakness on Wednesday morning after the company announced that it had been chosen to run two new chip fabrication sites at its New York campus as part of the $21 billion investment push between the U.S. and Japan.The company said the first fab will receive approximately $10 billion in investment and is expected to begin operations in 2029. A second fab could receive another approximately $10 billion, subject to the initiative's plans.<a href="https://stocktwits.com/symbol/GFS">GFS stock</a> gained nearly 5% in morning trade on Wednesday amid broader weakness in the market after the consumer price index (CPI) year-over-year gain came in hotter than expected at 3.7%, compared to economists’ estimate of 3.6%.The&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF Trust</a> (SPY) edged 0.3% lower, while the Nasdaq-100 tracking&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust Series 1</a> (QQQ) fell 0.6%. Both were among the top trending on Stocktwits. Retail sentiment around GFS shares on the platform remained in ‘bullish’ territory over the past day.&nbsp;GlobalFoundries said the expansion has support from customers and industry partners, including Renesas Electronics, Tokyo Electron, Apple (AAPL), Cirrus Logic (CRUS) and General Motors (GM).<h2 class="st-heading-2">GlobalFoundries Could Add 1.8M Wafers Of Annual Capacity</h2>GlobalFoundries said its first facility is expected to add approximately 900,000 300-millimeter wafers of annual U.S. manufacturing capacity once it’s fully operational.&nbsp;The company added that the second fab could contribute a similar amount, bringing the potential combined addition to roughly 1.8 million wafers annually.GlobalFoundries also said it expects to break ground on the first facility later in 2026, stating that the site is already permitted and ready for construction. It estimated that the projects could add around 27,000 construction and broader ecosystem jobs, alongside more than 1,000 high-skilled manufacturing positions.<h2 class="st-heading-2">GlobalFoundries To Redirect $955M In CHIPS Act Funding</h2>In addition to the two new chip manufacturing facilities, GlobalFoundries said an amended award under the U.S. CHIPS and Science Act will redirect $955 million toward accelerating investments in silicon photonics, silicon-germanium (SiGe) technology and advanced packaging.The technologies are used in applications including high-speed communications and advanced semiconductor systems. The investments are aimed at supporting operations at its plants in New York and Vermont.The company also said the U.S. Department of Commerce will receive an approximately 4% equity stake in GlobalFoundries under a separate agreement.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dan-ives-says-semiconductor-sell-off-is-way-overdone-nvda-mu-skhy-sndk-stocks/cZxBWE1RBoV">Dan Ives Says Semiconductor Sell-Off Is ‘Way Overdone’ As AI Spending Fears Rattle NVDA, MU, SKHY, SNDK</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the GlobalFoundries company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)

GlobalFoundries (GFS) shares bucked the broader market weakness on Wednesday morning after the company announced that it had been chosen to run two new chip fabrication sites at its New York campus as part of the $21 billion investment push between the U.

GFS Stock Bucks Market Weakness: GlobalFoundries To Add Up To 1.8 Million Wafers Of Annual Capacity With 2 New York Fabs

Apple Inc

GlobalFoundries Inc

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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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