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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, including its first reported profit as a public company and rapid growth in AI compute, are driving attention and a bullish share reaction. Traders are debating whether AI growth can justify the heavy capital spending and valuation, while an upcoming share unlock is a near-term concern.

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 earnings beat was overshadowed by a softer outlook, slower revenue growth and a reduced advertising revenue forecast, prompting a sharp selloff. Traders are divided between seeing further downside from weakening growth and ad execution, and viewing the drop as overdone given the companys profitability.

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

Anticipation around Nokias Q3 resultsparticularly whether AI and cloud demand can translate into revenueis dominating discussion, alongside its live AI-RAN call with T-Mobile and NVIDIA. Bulls see the milestone and partnerships as evidence of Nokias AI-infrastructure potential, while skeptics point to the share-price weakness and question whether the growth will show up in results.

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 outlook on stronger AI-server demand and projected improved gross margins, driving a rally and renewed debate over the companys valuation. Traders are largely bullish and discussing potential short covering, while some remain cautious about whether margins, cash flow, and execution can sustain the improvement.

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

A sharp, high-volume rebound has put SLS in focus as traders position around the anticipated 80th survival event and final analysis of SELLASs Phase 3 REGAL trial of GPS in AML; the last disclosed count was 78, and no new event or results are confirmed. Bulls view the extended wait as potentially encouraging and speculate about a readout or buyout, while skeptics stress that the trial outcome remains uncertain.

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 watching Cloud and AI performance alongside guidance on heavy AI spending. Bulls expect strong results and are buying dips, while bears worry that rising capex may not deliver returns and point to the stocks weak, range-bound trading.

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 presentations, especially initial azer-cel Phase 1 data in progressive MS and updated long-term BRIUMVI results. Traders are hopeful the data could strengthen the companys growth story, while debating whether azer-cel will show meaningful clinical benefit beyond early safety signals; buyout speculation also surfaces but remains unconfirmed.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabets upcoming earnings have traders focused on whether strong AI and cloud demand can translate into delivered capacity and returns, with heavy data-center spending and free-cash-flow pressure weighing on the shares. The conversation is split between buyers pointing to Googles AI, cloud and quantum advances and skeptics concerned about execution, capital intensity and weak price action.

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

AT&Ts Q3 results beat expectations and the company raised its full-year outlook, with strong broadband and wireless additions drawing attention. Traders are debating the weak initial share-price reaction despite the upbeat report, while many view the pullback as a buying opportunity.

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.

Traders are focused on AMKRs AI-driven advanced-packaging opportunity, including planned capacity expansion and its NVIDIA relationship, as earnings approach. Long-term bulls see the business as a key semiconductor bottleneck, while others point to the stocks weakness and remain cautious about the outlook.

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FRMI Stock Rallies After ‘Long-Awaited’ AMD Deal, But Evercore Says Project Matador Funding Remains A Hurdle

Equity

Fermi shares recovered from a record low in the previous session.


US Mortgage ETFs See Heavy Outflows As Elevated Interest Rates Make Homebuying Expensive 

Soaring borrowing costs and heightened yield volatility have sparked a record sell-off in mortgage-backed securities while driving U.S. mortgage rates to a multi-month high.

REIT ETFs in the Spotlight as U.S. Mortgage Rate Sinks Below 6% 

REIT ETFs, like SCHH, are in focus after the 30-year mortgage rate dipped to 5.98%, boosting real estate valuations and dividend appeal.

This Real Estate Stock Is Up 11% Before The Bell – Here’s Why 

The company announced an agreement to be acquired in an all-cash deal by a consortium led by Chairman and CEO William McMorrow and Fairfax Financial.

Why Did LRHC Stock Surge Over 40% Today?

The company announced the initial closing of an $11 million note under a previously disclosed $250 million private placement convertible note facility.

Three Small Recession-Proof REITs with the Potential to Move from Small Cap to Large Cap This Decade

Discover three overlooked REITs positioned for significant growth through strategic niches, solid financials, and market-defying strategies.

Schwab Strategic Trust - Schwab U.S. REIT ETF

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<ul class="summary-bullets"><li>The agreement supports a lease for the first phase of Project Matador in Carson County, Texas, covering 222 megawatts of gross power capacity.</li><li>Evercore called the agreement a “constructive step toward financing the first phase of Project Matador.”</li><li>It flagged that formal agreements for Phase 2 and Phase 3 depend on AMD securing additional offtakers.&nbsp;</li></ul>Fermi (FRMI) shares rallied in morning trade on Tuesday, recovering from a record low in the previous session, after the company signed a credit support agreement with Advanced Micro Devices (AMD) for the first phase of its Project Matador energy and AI infrastructure development in Texas.&nbsp;However, Evercore ISI said the agreement marks progress toward financing the project, not a completed financing deal.<a href="https://stocktwits.com/symbol/FRMI">FRMI stock</a> rallied more than 20% in morning trade, bucking the broader market weakness. On Stocktwits, retail sentiment around the shares improved to ‘neutral’ from ‘bearish’ territory over the past day.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261013_105205686_724be283c4.png" alt="koyfin_20261013_105205686.png" width="2400" height="1240"><figcaption>FRMI stock price performance year-to-date on October 13 as of 10:30 a.m. ET | Source: Koyfin</figcaption></figure>Meanwhile,&nbsp;<a href="https://stocktwits.com/symbol/AMD">AMD stock</a> edged 0.4% lower in morning trade, with sentiment continuing to trend in ‘bearish’ territory over the past day.&nbsp;<h2 class="st-heading-2">Fermi’s Deal With AMD</h2>Fermi America said the agreement supports a lease for the first phase of Project Matador in Carson County, Texas, covering 222 megawatts (MW) of gross power capacity. The capacity aligns with Fermi’s first customer lease, announced in August.The company called the agreement a key milestone toward securing project financing. Fermi and AMD also signed an agreement outlining a partnership and a framework for expanding the project by up to 650 MW of gross power capacity.<h2 class="st-heading-2">Evercore Sees Progress, But Financing Remains A Hurdle</h2>Following the announcement, Evercore ISI analyst Nicholas Amicucci called the “long-awaited” credit support agreement “a constructive step toward financing the first phase of Project Matador” and “progress toward making the project financeable,” in a note to investors cited by TheFly.However, Amicucci cautioned that Fermi still needs to secure project financing. The credit support agreement advances the process but does not, by itself, mean funding for the project has been finalized.It said that a formal announcement covering Phase 2 and Phase 3 would depend on AMD’s success in securing additional offtakers.Evercore maintained its ‘In Line’ rating on Fermi shares and its $11 price target, implying upside of more than 180% from current levels. However, the stock has been volatile since its October 2025 debut, and is down about 88% from its IPO level and 50% so far this year.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dan-ives-says-semiconductor-sell-off-is-way-overdone-nvda-mu-skhy-sndk-stocks/cZxBWE1RBoV">Dan Ives Says Semiconductor Sell-Off Is ‘Way Overdone’ As AI Spending Fears Rattle NVDA, MU, SKHY, SNDK</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

AMD logo at its office building in Zhongguancun, Beijing, China. (Photo credit should read Stringer/Future Publishing via Getty Images)

Fermi (FRMI) shares rallied in morning trade on Tuesday, recovering from a record low in the previous session, after the company signed a credit support agreement with Advanced Micro Devices (AMD) for the first phase of its Project Matador energy and AI i

FRMI Stock Rallies After AMD Deal, Evercore Sees Credit Support As ‘Progress’ But Flags Project Financing Still Needs To Be Secured  

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Pacer Funds Trust - Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF

Hold rates steady

Cut 25 bps

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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.

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$SCHH adding a small position this week on the REIT Dip to further diversify outside of MegaCaps/QQQ/SPY

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SCHH Schwab Strategic Trust - Schwab U.S. REIT ETF

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