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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantirs strong Q3 results and raised outlook, driven by accelerating commercial AI adoption, are dominating discussion, but the stock has fallen despite the beat. Traders are divided between viewing the selloff as an opportunity after strong execution and arguing that lofty valuation and high expectations leave little room for upside.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apples quarterly earnings beat estimates, but shares fell as traders focused on weaker holiday-quarter margin guidance tied to rising memory costs, alongside misses in some product and regional segments. The community is divided between dip buyers pointing to strong iPhone sales and bearish traders concerned about margin pressure, slower growth, and valuation.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells proposed all-stock acquisition of Lumentum has sparked a sharp selloff, as traders criticize the deals scale, expected shareholder dilution, and long path to closing. Others see strategic value in combining Marvells chips and networking with Lumentums optical technology for AI data centers.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMDs sharp pre-earnings selloff is fueling debate over whether its results and forward guidance can counter weakness across semiconductors after Intels warning and broader concerns about AI-stock valuations. Traders are split between expecting strong AI-chip demand to support a rebound and fearing that even a beat could be sold off amid the sector downturn.

Carvana Co. is a holding company and an eCommerce platform, which engages in the buying and selling of used cars. The company was founded by Ernest Garcia, III, Benjamin Huston and Ryan Keeton in 2012 and is headquartered in Tempe, AZ.

Carvana Co. - Ordinary Shares - Class A

Carvana Co.

Carvanas Q3 report, with record sales growth and stronger-than-expected adjusted EBITDA, has fueled a sharp rally and short-squeeze speculation, despite an EPS miss and pressure on per-car margins. Bulls see momentum continuing, while bears question the valuation and earnings quality, pointing to weaker unit economics, financing risks and insider activity.

Backblaze, Inc. operates as a cloud provider for businesses and consumers to store, use, and protect their data. The firm provides a foundation for businesses, developers, IT professionals, and individuals to store, backup, and archive data, host content, manage media, and build their applications. It also offers B2 Cloud Storage and Computer Backup services. The company was founded by Timothy Nufire, Gleb Budman, Charles Jones, Kwok Hang Ng, Brian Wilson, Nilay Patel and Damon Uyeda in 2007 and is headquartered in San Francisco, CA.

Backblaze Inc - Ordinary Shares - Class A

Backblazes better-than-expected Q3 results and raised full-year and Q4 outlook, alongside strong growth in B2 cloud storage, are driving attention and reinforcing the communitys AI-storage growth thesis. Traders are celebrating the earnings reaction and possible short covering, while others remain wary of the stocks volatility and financing or dilution risks.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

A strong quarterly earnings beat, higher fiscal-year revenue outlook, and robust bookings for AI-chip burn-in testing are driving attention, reinforcing the communitys view that demand is growing. Traders are split between celebrating the fundamentals and questioning why the shares are falling amid broader market weakness, with some viewing the reaction as a selloff rather than a lasting reversal.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

SOXX is under pressure as investors question whether heavy AI and data-center spending will generate adequate returns, alongside valuation and financing concerns weighing on semiconductor stocks. Traders are split between buying the selloff on confidence in durable chip demand and warning that the correction could deepen if support levels fail.

Modine Manufacturing Co. engages in the provision of thermal management products and solutions. It operates through the Climate Solutions and Performance Technologies business segments. The Climate Solutions segment provides climate-controlled solutions and components, heat transfer products, heating, ventilating, air conditioning and refrigeration products, and data center cooling solutions. The Performance Technologies segment designs and manufactures air- and liquid-cooled technology for vehicular, stationary power, and industrial applications. In addition, the Performance Technologies segment provides thermal solutions to zero-emission and hybrid commercial vehicle and automotive customers, and coating products and application services. The company was founded by Arthur B. Modine on June 23, 1916 and is headquartered in Racine, WI.

Modine Manufacturing Co.

MOD is drawing attention amid a selloff that traders link to weakness in tech and AI-infrastructure stocks, alongside concerns that its valuation is no longer sustainable. The community is split between expecting further downside and viewing the pullback as a buying opportunity ahead of earnings.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstart is under pressure ahead of its quarterly report, with traders pointing to a Bank of America downgrade and heavy selling. Bears cite earnings risk, rate-sensitive lending and debt concerns, while speculation about an earnings leak or large seller remains unverified and some investors see the selloff as overdone.

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Why GE Vernova Stock Crept Higher on Monday

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GE Aerospace is an American aircraft company, which engages in the provision of jet and turboprop engines, as well as integrated systems for commercial, military, business, and general aviation aircraft. The firm's portfolio of brands includes Avio Aero, Unison, GE Additive, and Dowty Propellers. It operates through the following segments: Commercial Engines and Services, Defense and Propulsion Technologies, and Corporate and Other. The Commercial Engines and Services segment is involved in the design, development, manufacturing, and servicing of jet engines for commercial airframes, as well as business aviation and aeroderivative applications. The Defense and Propulsion Technologies segment offers defense engines and critical aircraft systems. The Corporate and Other segment relates to corporate functions and operations costs. The company was founded by Thomas Alva Edison in 1878 and is headquartered in Evendale, OH.

GE Aerospace

Dan Ives Sees 90% Odds Of A Tesla-SpaceX Merger: Eyes ‘More And More M&A’ Across Space, Industrials

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Bearish Sentiment

<ul class="summary-bullets"><li>Ives tied his bullish take on Tesla to updates on its Optimus humanoid robot production plan and the Cybercab roadmap through 2027.</li><li>He expects AI-driven mergers to extend beyond technology companies into the space industry and industrial supply chains.</li><li>The analyst called Tesla’s current share price a “table pounder,” saying he sees value in both the company’s fundamentals and its potential combination with SpaceX.</li></ul>Yorkville Ives Partner Dan Ives said Thursday that a merger between Tesla (TSLA) and SpaceX (SPCX) is close to inevitable, a day after CEO Elon Musk confirmed the two companies’ boards are weighing one.&nbsp;According to him, there’s a 90% chance that the merger will happen with Tesla shares priced between $500 and $550 apiece. Ives added that Tesla’s quarter was “a huge step forward” and pointed to the start of Optimus humanoid robot production and the Cybercab roadmap into 2027.<blockquote>“They’re transitioning from an EV player to what I view as one of the biggest AI players in the market. But then it comes down to a 90% chance that they ultimately merge with SpaceX, and I think that that price point has to be between $500 and $550.”– Dan Ives, Partner and Senior Managing Director, Yorkville Ives &amp; Co.</blockquote><h2 class="st-heading-2">Tesla-SpaceX Merger Part Of A Wider Pattern</h2>Ives stated that he expects more mergers and acquisitions to happen across the space ecosystem. According to him, the Tesla-SpaceX tie-up is one piece of a wider pattern.“It’s a convergence that we’re seeing. I mean, obviously, it started with Palantir. We see what’s happened with SpaceX,” Ives said. “You’re going to see more and more M&amp;A, and I think it just speaks to the second, third, fourth derivatives of AI. It’s not just about tech. It’s going to [spread to] ultimately industrials.”This comment comes after SpaceX bought xAI in February in an all-stock deal that valued the combined company at $1.25 trillion. In June, four days after its IPO, it agreed to buy AI coding company Cursor for $60 billion in stock, a deal that closed in August. It also paid $17 billion for EchoStar spectrum.&nbsp;Satellites are consolidating as well. Rocket Lab (RKLB) agreed in June to buy Iridium for about $54 a share in cash and stock, amounting to around $8 billion including debt.&nbsp;In the industrial supply chain, GE Aerospace (GE) agreed last month to buy castings maker Consolidated Precision Products for $11.75 billion to expand supply of what it calls mission-critical castings.&nbsp;Musk said on SpaceX’s call that casting is “a really difficult bottleneck” for gas turbine blades, and SpaceX is casting its own. In both cases, a scarce industrial input is driving the deals, which supports Ives’s point that AI’s effects reach industrials.<h2 class="st-heading-2">TSLA, SPCX Stocks Trade Lower Pre-Market</h2><a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> dropped as much as 3.5% in pre-market trade and was among the top trending tickers on Stocktwits at the time of writing. According to Ives, the merger speculation was why Tesla shares were under pressure even though it cut capital spending plans.&nbsp;“I just view the stock’s [TSLA] trading here as just a table pounder relative to what I see, not just fundamentally, but on the SpaceX side as well,” Ives said.<a href="https://stocktwits.com/symbol/SPCX">SPCX stock</a> was also trading lower in pre-market trade amid the broader market weakness, down around 2%. On Stocktwits, retail sentiment around SpaceX trended in ‘extremely bullish’ territory over the past day while sentiment around TSLA remained in the ‘bullish’ zone.<h2 class="st-heading-2">Musk Says Tesla-SpaceX Merger Is Not Guaranteed</h2>On SpaceX’s earnings call Tuesday, Musk said both boards formed special committees, made up of independent directors, to discuss a merger at shareholders’ request. Musk said he can’t take part because he’s a “conflicted party.”&nbsp;“I think it would be a good idea, but it’s really up to the special committees of both companies,” he said. Musk also said people shouldn’t assume a deal is a certainty.&nbsp;On the Tesla side, he said, a deal would need a vote of 50% of all shares, “and that’s quite a high hurdle.” Musk owns about 20% of Tesla and about 48% of SpaceX, where Class B shares give him around 82% of the vote.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-jensen-huang-ai-chips-financeable-asset-neocloud-demand-is-off-the-charts/cZxw3N7RBwo">Nvidia’s Jensen Huang Wants AI Chips To Be A ‘Financeable Asset,’ Says Neocloud Demand Is ‘Off The Charts’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Dan Ives speaks during the 2026 Zeta Live Conference at Lincoln Center on October 08, 2026 in New York City. (Photo by Astrida Valigorsky/Getty Images)

Yorkville Ives Partner Dan Ives said Thursday that a merger between Tesla (TSLA) and SpaceX (SPCX) is close to inevitable, a day after CEO Elon Musk confirmed the two companies’ boards are weighing one.

Dan Ives Calls Tesla A ‘Table Pounder,’ Sees 90% Chance Of SpaceX Merger

In an interview with CNBC, Ives called Tesla’s latest quarter as “a huge step forward.”


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What’s your expected total return for the S&amp;P 500 ($SPY) in November?

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What’s your expected total return for the S&P 500 (

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '26	$2.04	--	--	N/A
Q3 '26	$2.01	$2.25	12.04%	BEAT
Q2 '26	$1.91	$2.02	5.98%	BEAT
Q1 '26	$1.60	$1.86	16.29%	BEAT
Q4 '25	$1.43	$1.57	9.82%	BEAT

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