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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 earnings beat, first quarterly profit since its IPO, and surging AI-compute business are driving attention, with traders also focused on plans for much heavier data-center investment. Bulls see accelerating demand and growth potential, while skeptics question the valuation, spending plans, and ambitious revenue outlook; upcoming share unlocks are another concern.

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 Q1 update, citing stronger AI-platform demand, raised its revenue outlook well above prior guidance and projected higher gross margins, driving a sharp rally and renewed optimism about AI-server demand. Traders debated whether the improvement can be sustained, with some highlighting the companys execution and credibility concerns and the stocks history of volatile moves.

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 results beat earnings expectations, but softer fourth-quarter guidance and slower revenue growth overshadowed the solid quarter and pressured the shares. Traders are divided between concerns about fading growth, advertising execution and streaming competition, and views that the selloff is overdone given the companys profitability.

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

Tesla and SpaceX have formed committees to explore a potential merger, fueling bullish deal speculation while skeptics note that no agreement is in place and shareholder approval would be required. Traders are also positioning around Teslas quarterly earnings, with debate over whether results can support the recent strength.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Loop Capitals downgrade of Apple to Hold, citing weaker iPhone shipment-recovery prospects and rising memory costs, is driving discussion alongside broader concerns about valuation and slowing demand ahead of earnings. Bearish traders see further downside, while bulls argue that strong iPhone Duo preorder demand and the stocks resilience offset the analyst concerns.

Myriad Genetics, Inc. is a molecular diagnostics and precision medicine company committed to advancing health and well-being for all. It develops and commercializes molecular tests that help patients and providers uncover genetic insights. The company was founded by Walter A. Gilbert, Mark H. Skolnick, and Peter D. Meldrum in May 1991 and is headquartered in Salt Lake City, UT.

Myriad Genetics, Inc.

Myriad Genetics agreement to sell its prenatal-testing business to Labcorp for cash is driving the sharp move, with traders focused on the proceeds strengthening the balance sheet and funding the oncology business. Bullish reactions call the deal a meaningful catalyst, while skeptics worry that selling a revenue-generating unit leaves a smaller business facing existing growth and debt concerns.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius is moving with the volatile AI neocloud trade; traders linked a sharp rebound to SpaceXs upbeat comments on strong compute demand and constrained capacity. That optimism is tempered by concerns about funding and CoreWeaves debt exposure, with some viewing the bounce as relief rather than a confirmed trend reversal.

Sea Ltd. is an internet and mobile platform company, which engages in the provision of online gaming services. It operates through the following segments: Digital Entertainment, E-Commerce, and Digital Financial Services. The Digital Entertainment segment offers and develops mobile and PC online games. The E-Commerce segment manages a third-party marketplace through the Shopee mobile app and websites that connect buyers and sellers. The Digital Financial Services segment includes a variety of payment services and loans to individuals and businesses through SeaMoney. Sea was founded by Xiao Dong Li, Gang Ye, and Jing Ye Chen on May 8, 2009 and is headquartered in Singapore.

Sea Ltd - ADR

Seas plans to list its Monee financial-services arm and launch Sea Cloud are drawing attention, but shares are selling off despite the potential growth and value-unlocking opportunities. Traders are split between viewing the moves as promising and worrying they add uncertainty and spending amid Shopee competition and a cautious analyst outlook; some see the decline as an oversold buying opportunity.

Rapport Therapeutics, Inc. engages in the discovery and development of transformational small molecule medicines for patients suffering from central nervous system disorders. It develops the RAP (receptor associated proteins) technology platform. The company was founded by Steven M. Paul and David Bredt in February 2022 and is headquartered in Boston, MA.

Rapport Therapeutics Inc.

Rapport Therapeutics Inc

Rapports RAP-219 met the primary and secondary endpoints in a Phase 2 trial for acute bipolar mania, driving attention to the drugs potential beyond epilepsy. Traders are divided: bulls emphasize the positive readout and analyst upgrades, while skeptics point to the modest placebo-adjusted benefit, agitation and discontinuations, and a sharp fade in the initial rally.

General Motors Co. engages in the designing, manufacturing, and selling of trucks, crossovers, cars, and automobile parts, and in providing software-enabled services and subscriptions. It operates through the following segments: GMNA, GMI, Cruise, and GM Financial. The company was founded by William C. Durant on September 16, 1908 and is headquartered in Detroit, MI.

General Motors Company

GM shares fell despite a third-quarter earnings beat and a new buyback, as traders focused on the narrowed full-year profit outlook and unchanged guidance midpoint. The reaction is contested: some see an overdone selloff and are buying the dip, while others argue the outlook and cost pressures outweigh the strong quarter and capital returns.

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Synopsys Rises 34.5% in a Month: Should You Buy the Stock Now?

SNPS gains from AI-driven chip design demand, recurring revenues and its Ansys acquisition. Should you buy the stock?

CDNS Falls 12.9% in the Past Month. Is the Sell-Off an Opportunity?

CDNS has fallen 12.9% in a month despite strong Q2 growth, as a lower valuation and AI demand clash with a still-steep premium.

Cadence Raises 2026 Outlook as AI Agents Drive Broader EDA Demand

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Is Cadence Worth Buying as AI Growth Collides With Premium Valuation?

Cadence pairs rising AI-driven design demand, higher earnings expectations and stronger cash flow with a valuation still well above key benchmarks.

Should You Hold or Fold SNPS Stock After a 20% Decline in 3 Months?

Synopsys' AI infrastructure exposure, recurring revenues and Ansys acquisition support growth despite the stock's recent 20% decline.

PTC's AI-Led Lifecycle Strategy Reshapes Its Long-Term Growth Outlook

PTC's tighter focus on product data, lifecycle software and AI sharpens its growth story, but fourth-quarter ARR conversion remains the key execution test.

PTC Rides AI, Cloud and Product Data Trends Across Industrial Markets

PTC is turning governed product data, cloud collaboration and focused AI pilots into broader industrial software and service opportunities.

FuelCell Energy & Siemens Join Forces to Scale Clean Power Solutions

FCEL and SIEGY partner to accelerate scalable fuel cell power systems for data centers and industries by providing faster, lower-emission energy solutions.

SNPS Rises 8.2% YTD: Should Investors Hold or Fold the Stock?

Synopsys is riding on the AI-driven demand and gains 8.2% YTD, but Design IP weakness, margin pressure and higher debt raise investor questions.

After Golden Cross, Siemens AG (SIEGY)'s Technical Outlook is Bright

When a stock experiences a golden cross technical event, good things could be on the horizon. How should investors react?

Siemens AG is a technology company, which engages in the areas of automation and digitalization. It operates through the following segments: Digital Industries, Smart Infrastructure, Mobility, Siemens Healthineers, and Siemens Financial Services. The Digital Industries segment offers a product portfolio and system solutions for automation used in discrete and process industries. The Smart Infrastructure segment includes products, systems, solutions, services and software to support a transition from fossil to renewable energy sources. The Mobility segment combines all Siemens businesses in passenger and freight transportation. The Siemens Healthineers segment develops, manufactures, and sells diagnostic and therapeutic products, and services to healthcare providers. The Siemens Financial Services segment focuses on financing solutions for Siemens’ customers as well as other companies in the form of debt and equity investments. The company was founded by Johann Georg Halske and Werner von Siemens on October 12, 1847 and is headquartered in Munich, Germany.

Siemens AG - ADR

PepsiCo Partners With Siemens, Nvidia To Advance Existing Plant, Warehousing Facilities 

Equity

Neutral Sentiment

<ul class="summary-bullets"><li>Early pilots of the company attempting to reshape how plant and warehousing facilities are digitally simulated and tested are already underway in the U.S., the company said.</li><li>It will now leverage digital twin technology and AI agents as co-designers to simulate, validate, and optimize facility layouts before any physical build.&nbsp;</li></ul> PepsiCo (PEP) on Tuesday said that it has partnered with Siemens and NVIDIA Corp. (NVDA) to improve its plant and supply chain operations with the help of digital twin technology and artificial intelligence.Early pilots of the company attempting to reshape how plant and warehousing facilities are digitally simulated and tested are already underway in the U.S., the company <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.prnewswire.com/news-releases/pepsico-announces-industry-first-ai-and-digital-twin-collaboration-with-siemens-and-nvidia-302653851.html">said</a>. The company plans to scale efforts globally after initial trials with its facilities in the U.S.PepsiCo’s move comes amidst rising demand for production and distribution capacity. It is an attempt to replace traditional expansion methods which are slow and costly and yet optimize its existing physical facilities, the company said. It will now leverage digital twin technology and AI agents as co-designers to simulate, validate, and optimize facility layouts before any physical build.<h2 class="st-heading-2">How Will The Partnership Work?</h2>PepsiCo can now recreate every machine, conveyor, pallet route and operator path with physics-level accuracy, the company said. This will enable AI agents to simulate, test, and refine system changes and identify up to 90% of potential issues before any physical modifications occur, it added."The scale and complexity of PepsiCo's business, from farm to shelf, is massive—and we are embedding AI throughout our operations to better meet the increasing demands of our consumers and customers," said PepsiCo CEO Ramon Laguarta.PEP shares traded 1% lower at the time of writing.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around PEP stock stayed within the ‘neutral’ territory over the past 24 hours, while message volume rose from ‘low’ to ‘high’ levels.<a href="https://stocktwits.com/symbol/PEP">PEP stock</a> has dropped 5% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/roblox-shares-hit-8-month-low-as-td-cowen-cuts-price-target/cmxw6ZtR4Tr">Roblox Shares Hit 8-Month Low— What’s Behind the Move?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Pepsico logo is seen at the office building in Krakow, Poland on February 22, 2024.

The company is looking to replace traditional expansion methods which are slow and costly by simulating upgrades first. 

PepsiCo Inc

Siemens Aktiengesellschaft

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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	$146.53
Prev Close	$147.50
Open	$144.71
Dividend Yield	1.71%
50-Day Moving Average	$157.33
Beta	1.21
Avg. Volume	161,548.19
PE Ratio	24.65

52-Week High	$169.47
52-Week Low	$115.56
Market Capitalization	$224.87B
EPS (Annual)	$6.76
Price to Book	2.88
Revenue Per Employee	$274,353.17

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