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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

SpaceX shares are surging amid a bullish Morgan Stanley call and optimism about Starship milestones and the companys AI and data-center ambitions. Traders are celebrating the momentum and speculating about a short squeeze, while skeptics point to stretched valuations and upcoming share unlocks as risks.

iShares Inc. - iShares MSCI Brazil ETF

iShares MSCI Brazil ETF

EWZ is surging after Flvio Bolsonaro outperformed polls and edged Lula in Brazils first-round presidential vote, prompting traders to bet on a more business-friendly political shift. The community is broadly bullish on the election-driven rally, while noting that the runoff remains uncertain and could bring further volatility.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

GRRR is drawing attention amid persistent share-price weakness and uncertainty over how Gorilla will finance and execute its large AI infrastructure projects. Bulls point to Yotta deployments and contracted demand as signs of progress, while skeptics focus on potential dilution, limited financial detail, and whether the announced projects will translate into revenue and cash flow.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

Rigettis finalized U.S. government quantum R&D funding agreement is the main catalyst, drawing attention to federal backing for its superconducting-computing work. Traders debate whether the support outweighs dilution from the governments equity stake, while the initial sector rally has faced skepticism and profit-taking.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Speculation around a possible plague exposure at a Russian research institute has fueled buying in vaccine stocks, with NVAX traders also discussing potential government preparedness spending and short-squeeze dynamics. The case and any Novavax role remain uncertain; some traders instead point to Sanofis Nuvaxovid rollout and broader company catalysts, while others view the move as outbreak-driven speculation.

Penguin Solutions, Inc. engages in designing, building, and managing enterprise solutions. It operates through the following segments: Advanced Computing, Integrated Memory, and Optimized LED. The Advanced Computing segment offers platform solutions and services for artificial intelligence, high-performance computing, machine learning, advanced modeling, and the internet of things. The Integrated Memory refers to integrated memory solutions through the design and development. The Optimized LED segment comprises a broad portfolio of application-optimized LEDs. The company was founded in 1988 and is headquartered in Fremont, CA.

Penguin Solutions Inc.

Attention centers on Penguin Solutions upcoming earnings report, with traders focused on whether AI infrastructure and memory demand will support continued growth and guidance. Sentiment is split between optimism about the AI opportunity and concern that high expectations could lead to a sharp post-report pullback.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. It operates through the Steelmaking and Other Businesses segments. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

Rising hot-rolled coil steel prices and strength across steel producers are driving attention, with traders anticipating better margins and cash flow as contracts reset ahead of earnings. The bullish view is tempered by concerns about CLFs debt and ability to turn higher steel prices into profits; POSCO partnership speculation also recurs but remains unconfirmed.

VanEck ETF Trust - VanEck Semiconductor ETF

VanEck Semiconductor ETF

Semiconductor strength tied to AI-chip demand and a broader tech rally has SMH traders watching for a breakout, with bullish calls on renewed sector leadership competing with warnings about frothy valuations and overhead resistance. Foxconns strong sales are cited as another sign of AI-infrastructure demand, though traders remain divided on how durable the move is.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

A Bank of America upgrade to Buy has lifted DraftKings shares, with the analysts bullish case centered on its prediction-market business as a potential additional revenue source. Traders remain divided over whether DKeX can offset competition and regulatory uncertainty, and some are skeptical the rally will hold.

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 better-than-expected Q3 deliveries are a key focus behind the rally, alongside speculation about a possible SpaceX combination and Musks TSMC/Terafab chip discussions; no merger or chipmaking agreement is confirmed. Bulls point to delivery momentum and Teslas AI, robotaxi and robotics ambitions, while bears argue that high valuation and concerns about margins and demand remain important.

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Neutral Sentiment

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.

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