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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 are driving attention, alongside Musks ambitious plans to expand capacity and revenue. Many traders are bullish on the AI demand outlook, while skeptics question the valuation, heavy spending and scale of those projections; a possible Tesla merger is also part of the discussion.

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 quarterly earnings beat was overshadowed by a softer fourth-quarter outlook and a cut to its advertising revenue forecast, renewing concerns about slowing growth. Traders are divided between buying the selloff and fearing further weakness amid competition and questions about subscriber engagement.

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 and gross-margin outlook on stronger AI-platform demand, driving a strong after-hours rally and optimism about the broader AI server market. Traders largely welcomed the update and discussed a possible short squeeze, while others questioned whether margins, cash flow and execution can sustain the gains.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons sharp rebound followed Morgan Stanley naming it a top pick, citing stronger expected AWS growth and AI-related opportunities; traders also pointed to the Trainium software announcement ahead of earnings. Sentiment is mostly bullish, though some question whether the rally can hold near resistance and remain wary of heavy AI spending and the earnings test.

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

The FAAs certification of Boeings long-delayed 737 MAX 10 is the main catalyst, with bulls viewing it as a step toward unlocking deliveries and cash generation. Many traders are disappointed by the muted share-price reaction and argue that a sustained production and delivery rampnot certification aloneis needed to improve the outlook.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

CEO Paul Pragers comments defending TeraWulfs powered-shell model and saying its AI data-center buildout remains on track have fueled a high-volume rebound, with traders emphasizing strong power demand and the distinction from GPU-owning neoclouds. The community is divided on whether the move signals a lasting reversal or a relief bounce, citing ongoing financing concerns and weakness across AI infrastructure stocks.

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

GE Aerospaces Q3 earnings beat and higher outlook are being overshadowed by a sharp selloff, with traders pointing to weaker cash conversion, rising costs and an insurance loss. The reaction has frustrated bullish holders and fueled debate over whether the drop is a buying opportunity or reflects high expectations and persistent pressure after earnings beats.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is under pressure alongside AI neocloud stocks amid funding concerns, though co-CEO Daniel Roberts says its data centers were built with cash and carry no debt. Traders are split between viewing that reassurance and oversold conditions as support for a rebound and worrying about continued weakness and broader sector risks.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products include diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly on May 10, 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

LLYs breakout to record highs is drawing attention ahead of its third-quarter report, with traders citing analyst upgrades and expectations for strong Mounjaro and Zepbound demand and higher guidance. Bullish momentum and healthcare-sector rotation are prominent, though some traders warn the rally may fade or that optimism is already priced in.

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 reported results and rapid AI-business growth sparked discussion of continued data-center spending, with traders linking the sentiment to demand for Nvidia hardware; Super Micros stronger preliminary sales outlook added support to the AI-infrastructure theme. Bulls viewed the developments as evidence demand remains strong, while skeptics questioned whether heavy AI spending will earn adequate returns and whether the rebound can last.

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NEAR Rallies As Quantum-Resistant Upgrade Nears Mainnet And Intents Volume Tops $33B, Arthur Hayes Stays Bullish 

Cryptocurrency

Arthur Hayes said he remained bullish on NEAR, and Michaël van de Poppe said he expected a short pullback before the token moved toward new yearly highs.

NEAR Treasury Firm CEO Says Buybacks Are 'Still Real,' But Issuance Runs Six Times Higher

Tokens bought with fees from NEAR Intents, which Ternullo said has handled over $32 billion in volume, are not burned but are held currently in a "permanent capital vehicle".


Bitwise CEO Hunter Horsley Says Busy Investors Are Crypto's 'Final Boss,' Not Price Or Regulation

Horsley said advisors are increasingly moving clients from self-custodied Bitcoin and Solana into ETFs.


NEAR Leads AI Crypto Rally As Grayscale Says Sector More Than Doubled Broader Market's Gain

Grayscale sees AI crypto producing “one or more major winners” over the next five years. 


The Bitwise NEAR ETF (NRR) Launches as First Spot NEAR ETP in the U.S., Providing Investors Exposure to the Future of AI Money

The Bitwise NEAR ETF (NRR) Launches as First Spot NEAR ETP in the U.S., Providing Investors Exposure to the Future of AI Money The Bitwise NEAR ETF (NRR) Launches as First Spot NEAR ETP in the U.S., Providing Investors Exposure to the Future of AI MoneyPR NewswireSAN FRANCISCO, Sept. 29, 2026 With...

Bitwise NEAR ETF - Common Shares of Beneficial Interest of Bitwise NEAR ETF

Bearish Sentiment

<ul class="summary-bullets"><li><a class="mention" data-mention="$NEAR.X" data-symbol-id="NEAR.X" href="https://stocktwits.com/symbol/NEAR.X" target="_blank">NEAR</a> Protocol rallied over 11% on Saturday after the network said its accounts were already protected against future quantum computers.</li><li>Trading through NEAR Intents, its cross-chain system, passed $33.29 billion in total volume, according to DefiLlama.</li><li>A draft proposal filed on Wednesday would cut maximum annual token issuance to 1.6% from 2.5% over two years.</li></ul>NEAR Protocol (NEAR) rallied on Saturday after the protocol said its accounts were already protected against future quantum computers, and trading through its cross-chain system passed $33 billion.The rally came as NEAR Intents, which lets users move assets between blockchains, reached $33.29 billion in cumulative decentralized exchange (DEX) volume, $4.76 billion of it in the past 30 days,&nbsp;according to DefiLlama.&nbsp;Total value locked (TVL), the amount of money deposited in the system, stood at roughly $223 million. Of the $7.81 million in fees collected over the month, $2.15 million was used to buy NEAR on the open market and return it to holders.&nbsp;Intents also sat at the centre of the protocol’s quantum work. The team said it was designing the system’s wallet contracts to accept ML-DSA, a newer type of digital signature built to withstand quantum computers.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_10_10_at_10_57_56_AM_742cc0eee7.png" alt="Screenshot 2026-10-10 at 10.57.56 AM.png" width="1138" height="622"><figcaption>NEAR retail sentiment on Oct. 10 as of 10:58 a.m. ET | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/coins/near">NEAR's price</a> rose more than 12% over the past 24 hours. On Stocktwits, NEAR was among the top trending tickers. Retail sentiment around NEAR remained in the 'neutral' zone, with chatter at 'low' levels over the past day.<h2 class="st-heading-2">Keeping The Coins Safe</h2>Every crypto wallet is locked by a digital signature. It works because nobody can run the maths backwards from your public address to the private key that opens it. A powerful enough quantum computer could one day do exactly that, and the industry calls that moment “Q-day.”<figure class="image"><a class="st-link-external" href="https://x.com/NEARProtocol/status/2108603396840399312" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_10_10_at_10_35_53_AM_de23c45111.png" alt="Screenshot 2026-10-10 at 10.35.53 AM.png" width="1166" height="1564"></a><figcaption>Source: @NEARProtocol/x</figcaption></figure>NEAR<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/NEARProtocol/status/2108603396840399312">&nbsp;announced</a> on Friday that its accounts can already use ML-DSA, and that holders do not need to move their coins anywhere to get the protection. A further change, NEP-655, hides account keys entirely and is running on a test network, with a full launch expected within weeks. The protocol said it was designed with quantum in mind in 2018.<h2 class="st-heading-2">Analysts Stay Bullish As NEAR Eyes New Yearly Highs</h2>Analyst Michaël van de Poppe<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/cryptomichnl/status/2108890299053281394?s=46">&nbsp;said</a> that NEAR had “such a beautiful chart,” and that a sweep of the lows was bullish from a day-trading view. He said he expected “a little pullback” before the token moved “back upwards towards new yearly highs.” He added that investors should be more bullish this cycle, arguing that if it resembled 2017, returns would be substantial as adoption arrives.<figure class="image"><a class="st-link-external" href="https://x.com/cryptomichnl/status/2108890299053281394?s=46" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_10_10_at_10_40_20_AM_f6a82a1c2f.png" alt="Screenshot 2026-10-10 at 10.40.20 AM.png" width="794" height="1166"></a><figcaption>Source: @CryptoMichNL/x</figcaption></figure><figure class="image"><a class="st-link-external" href="https://x.com/andyyy/status/2108656495952843205?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_10_10_at_10_53_38_AM_23c2f9b316.png" alt="Screenshot 2026-10-10 at 10.53.38 AM.png" width="790" height="834"></a><figcaption>Source: @andyyy/x</figcaption></figure>The case was being made in person this week as well. The RollUp founder Andy<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/andyyy/status/2108656495952843205?s=20">&nbsp;posted</a> a video showing that Arthur Hayes reportedly remained bullish on NEAR, along with NEAR co-founder Illia Polosukhin joking at the TOKEN2049 Singapore conference about the token reaching triple digits.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/arthur-hayes-says-french-debt-crisis-bitcoin-to-250k-ai-debt/cZxTzRPRBnU">Arthur Hayes Says French Debt Crisis Could Send Bitcoin To $250,000 As AI Debt Risks Mount</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 Digital Currencies Logos The NEAR Protocol logo appears on the screen of a smartphone in Reno, United States, on December 5, 2024. (Photo by Jaque Silva/NurPhoto via Getty Images)

NEAR Protocol (NEAR) rallied on Saturday after the protocol said its accounts were already protected against future quantum computers, and trading through its cross-chain system passed $33 billion.

NEAR Gains As Quantum-Resistant Upgrade Nears Mainnet — Arthur Hayes Stays Bullish

Near

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.

Current Price	$25.42
Prev Close	$25.70
Open	$24.51
Dividend Yield	N/A
50-Day Moving Average	$26.21
Beta	N/A
Avg. Volume	662,617.59
PE Ratio	N/A

52-Week High	$29.64
52-Week Low	$22.55
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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