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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 quarterly results and outlook are driving attention, with traders weighing a modest earnings beat and better-than-feared cash flow against flat revenue, sharply weaker operating profit, heavy AI and robotics investment, and a slower Optimus ramp. The initial post-earnings pop faded as bears questioned margins, execution, and valuation while bulls highlighted cash generation and longer-term autonomy prospects; SpaceX merger speculation also surfaced but remains unconfirmed.

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 resultsabove expectations, led by software growth and the recovery of delayed contractsare driving attention, alongside a higher free-cash-flow outlook. Traders are debating the sharp post-results reversal: some see a sell-the-news move after the run-up, while others view the business update as constructive; the unchanged revenue outlook and flat consulting growth are key concerns.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as Middle East tensions and reports of attacks on tankers and oil infrastructure raise fears of supply disruptions and support crude prices. Traders are split between betting on further gains if the risks escalate and expecting a sharp pullback if peace talks advance or shipping flows normalize; disputed headlines have added to the volatility.

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 strong quarterly results and forward outlook are drawing attention, but shares sold off as traders judged the guidance insufficient against high expectations. The debate is whether supply-chain and fab-capacity constraints merely delay deliveries despite robust AI-related demand, or signal a more concerning slowdown; some traders view the drop as a buying opportunity, while others remain cautious.

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 drawing attention as Chinese internet stocks slide alongside Hong Kong tech, whose index fell below 4,000 even as U.S. markets advanced; the discussion points to broader China-sector weakness rather than a fresh company-specific catalyst. Traders debate whether BABA is a value trap or a buying opportunity, with persistent underperformance fueling bearish frustration while some investors see the selloff as a dip to buy.

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

Shares are under pressure after a report that the U.S. Navy halted new orders for AEVEXs GARC drone boats, citing performance concerns and cheaper alternatives. AEVEX disputes that orders were halted and says it completed its delivery obligation; traders are split between viewing the report as a serious setback and calling the selloff an overreaction given ongoing fleet upgrades and contract work.

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 report drew attention as strong advertising growth and revenue guidance were offset by an earnings hit from a legal charge. Traders are split: bulls see AI-backed ad momentum, while skeptics point to rising AI spending, negative free cash flow and the new non-voting share class; the initial pop also faded.

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

Bitcoins rebound and volatile price action are driving attention to Strategy as a leveraged BTC proxy, with bullish traders pointing to a possible short squeeze. Others argue the bounce may fade and focus on shareholder dilution, preferred-stock buybacks, and uncertainty over potential MSCI index exclusion.

Baidu, Inc. engages in the provision of internet search and online marketing solutions. The firm’s products and services include Baidu App, Baidu Search, Baidu Feed, Haokan, Quanmin, Baidu Post Bar, Baidu Knows, Baidu Encyclopedia, Baidu Input Method Editor or Baidu IME, Baidu AI Cloud and Overseas Products. It operates through the following segments: Baidu Core and iQIYI. The Baidu Core segment provides search-based, feed-based, and other online marketing services. The iQiyi segment is an online entertainment service provider, which offers original, professionally produced and partner-generated content on its platform. The company was founded by Yanhong Li and Xu Yong on January 18, 2000 and is headquartered in Beijing, China.

Baidu Inc - ADR

Baidu is under pressure amid a broader Chinese-tech selloff, with traders pointing to persistent weakness, low investor appetite for China assets and concerns about advertising and earnings. Some see an oversold value opportunity supported by buybacks and a possible Kunlunxin chip IPO, while skeptics question the companys prospects and the IPO remains speculation.

Six Flags Entertainment Corp. engages in operating amusement parks in North America. It operates amusement parks, water parks, and resorts. The company is headquartered in Charlotte, NC.

Six Flags Entertainment Corp.

Six Flags Entertainment Corp

A bearish analyst reassessment of Six Flags balance sheet has intensified the selloff, with traders focused on its heavy debt burden and refinancing risk. Many fear further downside or bankruptcy, while some argue the parks and land are undervalued and point to potential short-squeeze upside.

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HP Inc. is an information technology company, which engages in the provision of personal computing and other access devices, imaging and printing products, and related technologies, solutions, and services. It operates through the following segments: Personal Systems, Printing, and Corporate Investments. The Personal Systems segment offers commercial and consumer desktop and notebook personal computers, workstations, thin clients, commercial tablets and mobility devices, retail point-of-sale systems, displays and other related accessories, software, support, and services for the commercial and consumer markets. The Printing segment provides consumer and commercial printer hardware, supplies, solutions and services, and scanning devices. The Corporate Investments segment includes HP Labs and certain business incubation projects. The company was founded by William R. Hewlett and David Packard in 1939 and is headquartered in Palo Alto, CA.

HP Inc

HP’s Unit And Margin Pressures Not Factored-In By The Stock’s Multi-Year Valuation Highs, Says Morgan Stanley

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<ul class="summary-bullets"><li>Morgan Stanley said HP’s PC margin divergence from peers makes its re-rating increasingly difficult to justify.</li><li>The firm named HPQ its top enterprise ‘Underweight.’</li><li>HP is not providing financial guidance for fiscal 2027, the company said on Monday.</li></ul>HP Inc. (HPQ) is drawing renewed caution from Morgan Stanley, which said the company’s unit and margin challenges are not reflected in the stock’s “multi-year valuation highs,” according to TheFly.The firm said HP’s PC margin divergence versus peers is making its recent re-rating “increasingly difficult to justify,” and named HPQ its top enterprise ‘Underweight.’<h2 class="st-heading-2">HP Holds Back Fiscal 2027 Guidance</h2>HP said Monday that it remains in its planning period and is not providing financial guidance for fiscal 2027, reiterating that it is premature to provide specifics, including for PC unit volumes.&nbsp;Its preliminary planning assumption, based on current third-party industry forecasts, is that industry-wide PC units will decline roughly mid-single digits in calendar 2027 from 2026 levels. HP cautioned that the assumption depends on second-half 2026 market performance, which remains fluid.<h2 class="st-heading-2">HP’s PC Revenue Rises Even As Units Fall</h2>HP’s fiscal third quarter (Q3) Personal Systems revenue rose 18% year over year to $11.8 billion, even as total units declined 16%. The segment posted a 4.6% operating margin.&nbsp;The company’s $0.83 adjusted earnings per share (EPS) included an $0.11 benefit from tariff refunds. Without that benefit, the underlying earnings picture looks less strong than the headline number alone suggests.On the earnings call, CFO Karen Parkhill said HP’s earlier benefit from lower-cost inventory was “largely behind us,” with higher-cost inventory now moving through the profit and loss statement.&nbsp;HP has been raising prices, shifting toward premium products and pursuing product redesign and other cost actions to offset the pressure.&nbsp;Parkhill also said HP expects input costs to keep rising, though at a slower pace, and aims to return Personal Systems operating margins to its long-term range “as quickly as possible” in fiscal 2027.Morgan Stanley had already maintained an ‘Underweight’ rating following HP’s fiscal third-quarter results last month and raised its target to $19 from $17. At the time, analyst Erik Woodring argued that PC unit declines of more than 10% in fiscal 2027 and continued Print pressure could outweigh benefits from AI PCs, according to TheFly.<h2 class="st-heading-2">Retail Sentiment Around HPQ Stock</h2>On Stocktwits, retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/HPQ/sentiment">HPQ</a> stock remains ‘neutral’.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_09_21_193627_1270aa48f6.png" alt="Screenshot 2026-09-21 193627.png" width="820" height="437"><figcaption>HPQ stock retail sentiment on September 21 as of 10:00 a.m. ET | Source: Stocktwits</figcaption></figure>So far this year, the stock has rallied a little over 51%. In comparison, the Pacer US Cash Cows 100 ETF (<a href="https://stocktwits.com/symbol/COWZ">COWZ</a>), which holds HPQ stock, has risen nearly 4% over the same period.See Also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/evercore-s-new-cien-target-implies-58-upside-analyst-calls-ciena-an-attractive-optical-networking-play/cZMR1dsRBIb">Evercore’s New CIEN Target Implies 58% Upside — Analyst Calls Ciena An Attractive Optical Networking Play</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, a smartphone displays the logo of HP Inc.

HP Inc. (HPQ) is drawing renewed caution from Morgan Stanley, which said the company’s unit and margin challenges are not reflected in the stock’s “multi-year valuation highs,” according to TheFly.

Morgan Stanley’s latest caution comes as HP holds off on fiscal 2027 guidance and expects the broader PC market to contract next year.

Pacer Funds Trust - Pacer US Cash Cows 100 ETF

Hold rates steady

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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.

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.

Current Price	$31.32
Prev Close	$31.21
Open	$31.26
Dividend Yield	4.18%
50-Day Moving Average	$31.34
Beta	1.02
Avg. Volume	16.06M
PE Ratio	11.94

52-Week High	$36.23
52-Week Low	$17.56
Market Capitalization	$28.14B
EPS (Annual)	$2.65
Price to Book	-307.54
Revenue Per Employee	$1.01M

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