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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 stronger-than-expected quarterly results and rapid growth in its AI-compute business, alongside plans for an aggressive expansion, fueled a bullish reaction and a sharp after-hours move. Traders are divided over whether the growth outlook justifies the valuation given heavy capital spending, while some also point to a potential Tesla merger as an additional, uncertain catalyst.

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 sales outlook and gross-margin expectations on stronger AI-platform demand, driving a rally and renewed optimism about AI-server growth. Traders largely welcomed the update and debated potential short covering and the stocks valuation, while some remained cautious about whether the gains will hold and whether execution can be sustained.

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

Netflix shares came under pressure after its earnings report paired a profit beat with a weaker fourth-quarter outlook and a lower advertising-revenue forecast. Traders focused on slowing growth and streaming competition, while some dip buyers argued the selloff was excessive given the companys continued profitability.

Zebec's integrated products - real time payroll apps, on-chain payments infrastructure and networked DePIN - serve companies of all sizes, merchants and individuals and help transcend the boundaries of traditional banking and diminish the role of financial intermediaries.

Zebec Network

ZBCN is drawing attention on a sharp price rebound and a renewed breakout attempt, with traders linking the move to Robinhood Chain and other payroll/payment partnerships. Bullish posts point to expanding adoption, while skeptics say sustained usage, trading volume and token demand still need to confirm the thesis; the Robinhood-related catalyst is also discussed with some uncertainty.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Labs Neutron first flight has been pushed to 2027 after a manufacturing defect in its carbon-composite propellant dome, with replacement work underway. Traders remain divided: some question execution and the lack of a firmer schedule, while others view the selloff as an overreaction and are buying for the long term.

Northrop Grumman Corp. engages in the provision of advanced aircraft systems. It operates through the following segments: Aeronautics Systems, Defense Systems, Mission Systems, and Space Systems. The Aeronautics Systems segment is involved in the design, development, production, integration, sustainment, and modernization of advanced aircraft systems for the U.S. Air Force, the U.S. Navy, other U.S. government agencies, and international customers. The Defense Systems segment includes integrated battle management systems, weapons systems and aircraft, and mission systems sustainment and modernization. The Mission Systems segment offers advanced mission solutions and multifunction systems, primarily for the U.S. defense and intelligence community, and international customers. The Space Systems segment delivers end-to-end mission solutions through the design, development, integration, production and operation of space, missile defense, launch and strategic missile systems for national security, civil government, commercial, and international customers. The company was founded by John K. Northrop, Thomas V. Jones, and Kent Kresa in 1939 and is headquartered in Falls Church, VA.

Northrop Grumman Corp.

Northrop Grummans quarterly results beat expectations, its 2026 outlook was raised, and its backlog reached a record, driving the sharp move higher. Traders are weighing the strong results against a pullback from the session high and whether buyers can sustain the gains.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

Attention is centered on TG Therapeutics MSToronto presentations, especially initial Phase 1 azer-cel data in progressive MS, alongside long-term BRIUMVI and other clinical updates. Traders are positioning ahead of the readouts, with some optimistic about azer-cels potential and others stressing that its clinical impact remains uncertain; ongoing BRIUMVI growth provides a commercial backdrop.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

NuScale is under pressure after Barclays downgraded the stock, citing commercial execution risks and delays in securing a definitive TVAENTRA1 agreement for the proposed deployment. Traders debate whether the selloff overstates the risk: bears point to the lack of firm project commitments, while bulls cite AI-driven power demand and NuScales longer-term nuclear opportunity.

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.

IBM is drawing attention as it rises into its third-quarter earnings report, with traders focused on software growth, delayed-deal conversion and managements guidance after the prior quarters weakness. Bulls point to the recent momentum and call buying, while others worry about another earnings-driven selloff or a sell the news reaction.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

FAA certification of Boeings 737 MAX 10 is the dominant catalyst, with bulls viewing it as a step toward deliveries and cash generation while skeptics say approval alone may not move the stock. Traders largely focus on whether Boeing can ramp production and convert its backlog into actual deliveries.

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Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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Citi's Nathan Sheets Warns Markets Could Misread The Fed — Sees Fiscal, AI Financing Worries Pushing Up Treasury Yields

Equity

Citi's chief economist sees a December Fed rate hike as nearly certain but says further tightening in 2027 will depend on oil prices.

Black Monday Calls, $110 Oil, A Chip Rout: 3 Charts to Watch This Week

U.S. stock futures rose early Monday despite social media fears of a repeat of the 1987 Black Monday crash, while the Nasdaq had just recorded its worst week since June.


Treasuries Rallied as Tech Slid, and the Crowded Bet Against Bonds Felt It

Treasuries Rallied as Tech Slid, and the Crowded Bet Against Bonds Felt It Treasuries Rallied as Tech Slid, and the Crowded Bet Against Bonds Felt ItPR NewswireNEW YORK, Oct. 19, 2026 NEW YORK, Oct. 19, 2026 /PRNewswire/ -- Stock Preachers News Commentary- U.S. 10-year Treasury yields fell about 17...

Yardeni Says AI Buildout Is Adding To Inflation Pressure —  Doubts Fed Will Need To Move Decisively Into Restrictive Territory

The firm estimates the Federal Reserve’s neutral federal funds rate at 4.25% to 4.50%.

The Fed Has A Problem It Can’t Fix — And Stocks May Be The Surprising Winner, According To IO Fund

Despite this, the same forces creating near-term volatility may not be enough to derail the broader stock market rally, according to IO Fund analysts.

El-Erian Warns Markets Are Pricing In Too Many Fed Rate Hikes — ‘I Don’t Think We’re Going To Get Three’

During an interview with CNBC on Friday, El-Erian said investors are currently pricing in roughly two and a half rate hikes by the middle of next year and three by September.

Steve Eisman Warns OpenAI Is Now So Important That Its Collapse Could Cause A Recession In The US

Eisman said the rapid growth of OpenAI, Anthropic and other AI companies has created an unusual concentration of economic and financial risk.

Peter Schiff Sounds Alarm On Inflation, Housing And Banks — ‘We’re Actually Even Closer Now To An Even Bigger Crisis’

Schiff warned that investors are underestimating the risks created by persistent inflation and a Federal Reserve caught between fighting prices and protecting the financial system.

AI Has Driven Bond Yields Higher, Says JPMorgan's Priya Misra — Sees Bonds As Hedge Against AI Trade

Misra says high-quality fixed income offers yields of 6% to 7%, providing investors with an income cushion amid AI-related market volatility.

IMF Chief Georgieva Says Bessent's Growth-First Strategy Needs Fiscal Action – As US Debt Tops $40 Trillion

IMF Managing Director Kristalina Georgieva’s warning comes as U.S. federal debt exceeds $40 trillion and Treasury yields hover near multidecade highs.

iShares Trust - iShares 7-10 Year Treasury Bond ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Sheets identified a potential U.S. debt-ceiling standoff around mid-2027 as a risk investors should monitor</li><li>The economist attributed rising longer-term Treasury yields to market concerns about fiscal demands, AI financing and broader economic uncertainty.</li><li>Sheets estimated that roughly 30 bps of U.S. PCE inflation is associated with AI-related demand.</li></ul>Citi Global Chief Economist Nathan Sheets warned Tuesday that markets could misinterpret the Federal Reserve's policy intentions as Chair Kevin Warsh seeks to adopt a different approach to monetary policy than his predecessor amid heightened macroeconomic uncertainty.Speaking to Bloomberg's The Asia Trade, Sheets acknowledged the risk of a Fed policy error, but said it was “maybe even more likely that the markets will misinterpret where the Fed is headed and its intentions.”He also&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/videos/2026-10-20/citi-global-chief-economist-on-global-growth-video">identified</a> a potential U.S. debt-ceiling standoff around mid-2027 as a risk investors should monitor, warning that another confrontation could prove particularly challenging.<h2 class="st-heading-2">Treasury Yields Reflect Fiscal And AI Financing Concerns</h2>Sheets attributed the rise in longer-term U.S. Treasury yields to market concerns about government financing needs, artificial intelligence (AI) investment and broader economic uncertainty.“We're seeing this just ongoing grind up in longer-term yields,” Sheets told Bloomberg, adding that markets were worried about fiscal demands and AI financing.The benchmark 10-year Treasury yield hovered around 5.1% Tuesday, after reaching a 24-year high earlier this month.Despite these pressures, Sheets said the U.S. and global economies have continued to show resilience. He attributed that partly to greater flexibility and adaptability among businesses, which he believes have become better equipped to withstand economic shocks.The iShares 20+ Year Treasury Bond ETF (<a href="https://stocktwits.com/symbol/TLT">TLT</a>) and the iShares 7-10 Year Treasury Bond ETF (<a href="https://stocktwits.com/symbol/IEF">IEF</a>) traded around 1% higher at the time of writing. On Stocktwits, retail investor sentiment toward TLT remained ‘bullish’, while sentiment around IEF was ‘neutral’.<h2 class="st-heading-2">AI Investment Adds To Growth And Inflation</h2>According to the economist, enterprise adoption of AI is driving investment by hyperscalers and supporting global economic growth, particularly through investment in the U.S. and production and exports in Asia.However, he estimated that approximately 30 basis points of U.S. core PCE inflation is associated with AI-related demand. The latest data showed annual headline PCE inflation at 3.4% in August, while core PCE inflation stood at 3.0%.Sheets said Citi's global headline inflation forecast is about one percentage point higher than previously expected, while core inflation could be roughly half a percentage point higher this year amid oil-related pressures and supply chain disruptions, Sheets said.He also pointed to supply chain pressures affecting aluminum, petrochemicals, and fertilizers, warning they could interact with potential El Niño risks.<h2 class="st-heading-2">Oil Prices Could Determine Fed's 2027 Rate Path</h2>Sheets described a December Fed rate hike as “essentially a done deal.” He said meaningful progress in resolving the Iran conflict over the next three to six months, along with falling oil prices, could lower U.S. core inflation and let the Fed watch and wait in 2027.However, if the conflict persists and oil prices remain volatile around $100 to $110 per barrel, Sheets said the Warsh-led Fed may need to raise rates a few more times.&nbsp;The outlook comes as a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/fed-skip-october-raise-rates-again-december-nearly-all-economists-say-2026-10-20/?utm_source=chatgpt.com">poll</a> showed 94 of 100 economists expect the Fed to hold rates steady at its October 27–28 meeting, while all 100 respondents anticipate a rate hike in December.See Also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crm-stock-falls-salesforce-strikes-5-66-b-braze-deal-to-strengthen-ai-marketing-push/cZxqwbbRBut">CRM Stock Falls: Salesforce Strikes $5.66B Braze Deal To Strengthen AI Marketing Push</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Nathan Sheets, Global Chief Economist at Citi, speaks during a Bloomberg Television interview in New York, U.S. Photographer: Christopher Goodney/Bloomberg via Getty Images

Citi Global Chief Economist Nathan Sheets warned Tuesday that markets could misinterpret the Federal Reserve's policy intentions as Chair Kevin Warsh seeks to adopt a different approach to monetary policy than his predecessors amid heightened macroeconomi

iShares 7-10 Year Treasury Bond ETF

iShares 20+ Year Treasury Bond 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.

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