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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 Q3 results and rapid growth in AI compute are driving attention, with traders cheering the profit and analyst upgrades while debating whether ambitious compute expansion can justify its heavy capital spending. Bullish momentum and short-squeeze chatter are tempered by concerns about valuation, cash burn and an upcoming share unlock.

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

Softer revenue guidance and a reduced advertising outlook overshadowed Netflixs earnings beat, with traders focused on slowing growth and questions about ad execution. The reaction is divided between bears concerned about competition and further deterioration, and dip buyers who see the selloff as overdone given the companys profitability and buybacks.

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, triggering a rally and bullish discussion about a potential revaluation. Traders also questioned whether margins, cash flow and execution can sustain the improvement, with some attributing the sharp move to short covering.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS is drawing attention as traders anticipate the 80th survival event and final analysis of its Phase 3 REGAL trial of GPS in AML, after a sharp, high-volume rally. Bulls speculate about favorable data or a buyout, while skeptics stress that neither a data outcome nor a deal is confirmed and the readout remains a binary risk.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Q3 earnings expectations dominate, with traders focused on whether Nokias AI/cloud and network-infrastructure demandincluding AI-RAN partnershipswill translate into revenue. Bulls see potential in Nokias AI-networking business, while skeptics point to weak share performance and question whether positive announcements will show up in results.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabets upcoming earnings are the main focus, with traders weighing expectations for strong Cloud and AI growth against concerns about rising AI capital spending and uncertain returns. The stocks range-bound weakness has frustrated bears and bulls alike, while some investors are buying dips ahead of the results.

AT&T, Inc. is a holding company, which engages in the provision of telecommunications and technology services. It operates through the Communications and Latin America segments. The Communications segment offers wireless, wireline telecom, and broadband services to businesses and consumers located in the US and businesses globally. The Latin America segment provides wireless services and equipment in Mexico. The company was founded in 1983 and is headquartered in Dallas, TX.

AT&T, Inc.

AT&T Inc

SpaceXs planned acquisition of low-band spectrum for Starlink Mobile has stirred concern about future competition with AT&T and other U.S. carriers. Traders are divided between viewing the selloff as an overreaction to a threat that would take years to develop and seeing satellite mobile service as a longer-term risk to carrier growth and pricing power.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabets prolonged weakness and range-bound trading have traders focused on its upcoming earnings, particularly whether cloud and AI demand can translate into returns that justify heavy infrastructure spending. Bulls point to its AI and cloud position, while bears question capex and complain that the shares have lagged despite optimism around the business.

Amkor Technology, Inc. engages in the provision of outsourced semiconductor packaging and test services. Its services include design, package characterization, test, and wafer bumping services. The company was founded in 1968 and is headquartered in Tempe, AZ.

AMKOR Technology Inc.

Amkors AI-driven advanced-packaging opportunity is drawing attention, with traders highlighting its NVIDIA and TSMC relationships and U.S. capacity expansion. The earnings reaction is more divided: optimism about strong results and long-term demand competes with concern that softer forward revenue guidance and heavy investment could weigh on shares.

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 centers on TG Therapeutics MSToronto data presentations, especially the first Phase 1 azer-cel results in progressive MS, alongside long-term BRIUMVI outcomes and other dosing and real-world updates. Traders are debating whether azer-cel could add meaningful pipeline value, while some focus on BRIUMVIs durability and commercial growth; the clinical significance of the early azer-cel data remains uncertain.

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Axe Compute Inc. expects to deploy its $260M GPU cluster in Q3 2026, commencing approximately $21M per quarter in recognized revenue from that contract, and plans to expand its sales team.

Axe Compute Inc. reported reduced Q1 2026 revenue and increased net loss to $7.7M, alongside higher operating costs. Digital asset volatility and a strategic review for its legacy business present challenges.

Axe Compute Inc. secured a $260M contract, commenced compute services revenue, and strengthened liquidity. The company also enhanced its leadership team and operates in a rapidly growing GPU compute market.

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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