SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

OFFICIAL TRUMP (TRUMP) is a cryptocurrency and operates on the Solana platform. OFFICIAL TRUMP has a current supply of 999,998,811.032761 with 281,866,747.320393 in circulation. The last known price of OFFICIAL TRUMP is 1.57555883 USD and is down -1.93 over the last 24 hours. It is currently trading on 744 active market(s) with $126,884,732.61 traded over the last 24 hours. More information can be found at https://gettrumpmemes.com/.

Trump For President

A short-term bounce in the TRUMP meme coin has sparked pump-and-dump and short-squeeze chatter. Some traders anticipate more upside, while many others dismiss the move as temporary and focus on the tokens steep decline and losses among holders.

Newmont Corp. engages in the exploration and acquisition of gold properties, containing copper, silver, lead, zinc or other metals. It operates through the following geographical segments: Papua New Guinea, Australia, Ghana, Suriname, Argentina, Peru, Mexico, Canada, and U.S. The company was founded by William Boyce Thompson on May 2, 1921 and is headquartered in Denver, CO.

Newmont Corp

Newmonts post-earnings selloff is the dominant topic: traders note the results beat estimates, but point to weaker cash generation, higher upcoming costs and project spending, alongside a broker downgrade citing cost inflation and mine-execution risks. Bullish investors counter that improved cost guidance, buybacks and exposure to gold support the longer-term case, while others remain cautious on the stocks pullback.

Amgen, Inc. is a biotechnology company, which engages in the discovery, development, manufacture, and marketing of human therapeutics. The company was founded by William K. Bowes, Jr., Franklin Pitcher Johnson, Jr., George B. Rathmann, and Joseph Rubinfeld on April 8, 1980 and is headquartered in Thousand Oaks, CA.

AMGEN Inc.

Attention is focused on Amgens upcoming earnings and active options positioning as shares trade near recent highs; traders debate whether put-heavy flow reflects bearish bets or hedging. Positive pipeline trial results, including lung-cancer combination data and a Sjgrens disease study, are also supporting the bullish discussion.

Occidental Petroleum Corp. engages in the exploration and production of oil and natural gas. It operates through the following segments: Oil and Gas, Chemical, and Midstream and Marketing. The Oil and Gas segment explores for, develops and produces oil and condensate, natural gas liquids, and natural gas. The Chemical segment manufactures and markets basic chemicals and vinyls. The Midstream and Marketing segment purchases, markets, gathers, processes, transports and stores oil, condensate, natural gas liquids, natural gas, carbon dioxide, and power. The company was founded in 1920 and is headquartered in Houston, TX.

Occidental Petroleum Corp.

Occidental is drawing attention after a breakout to a six-month high alongside a rally in oil stocks, with traders also pointing to bullish call activity and the companys debt reduction. Sentiment is mixed: some see further upside, while others expect oil to fall if Iran-related tensions ease and are watching for a pullback.

Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF

Invesco S&P 500 Equal Weight ETF

Traders are focused on RSP as a gauge of whether market leadership is broadening beyond mega-cap and AI-related technology stocks. Some see its relative strength as evidence of healthy rotation and improving breadth, while others point to periods of weakness as signs that participation remains narrow or the rotation may be fading.

Datadog, Inc. engages in the development of a monitoring and analytics platform for developers, information technology operations teams and business users. Its platform integrates and automates infrastructure monitoring, application performance monitoring and log management to provide real-time observability of its customers' entire technology stack. The company was founded by Olivier Pomel and Alexis Lê-Quôc on June 4, 2010 and is headquartered in New York, NY.

Datadog Inc - Ordinary Shares - Class A

Datadog Inc

Datadog is drawing attention ahead of its upcoming earnings report, with traders also discussing the stocks recent sharp pullback and heavy call-option activity. Sentiment is split between bullish bets on a rebound and concerns about its rich valuation and the risk of earnings disappointment.

Transocean Ltd. engages in the provision of offshore contract drilling services for oil and gas wells. It also owns and operates offshore drilling fleets such as ultra-deepwater, harsh environment, deepwater, and midwater rigs. The company was founded in 1953 and is headquartered in Steinhausen, Switzerland.

Transocean Ltd

Call-heavy options activity and recent momentum have drawn attention to RIG, amid discussion of Valaris merger progress and offshore drilling contract wins. Bullish traders see the merger, growing backlog and high short interest as potential upside drivers, while skeptics cite dilution, debt and a pattern of rallies fading.

Sunrun, Inc. engages in the design, development, installation, sale, ownership, and maintenance of residential solar energy systems. It sells solar service offerings and installs solar energy systems for homeowners. Customers can access its products through three channels: direct-to-consumer, solar partnerships, and strategic partnerships. The company was founded by Edward Harris Fenster, Robert Nat Kreamer, and Lynn Michelle Jurich in January 2007 and is headquartered in San Francisco, CA.

Sunrun Inc

Sunrun is drawing attention amid a steep selloff ahead of earnings, with bears focused on debt, financing costs, and policy headwinds for residential solar. Bulls are buying the dip and speculating that a post-election revival in clean-energy incentives, alongside growth in battery storage and virtual power plants for data-center demand, could improve the outlook; short-squeeze talk is also circulating.

On Holding AG engages in the development and distribution of sports products such as footwear, apparel, and accessories for high-performance running, outdoor, all-day activities, and tennis. It sells its products worldwide through independent retailers and global distributors, its own online presence, and its own stores. The company was founded by David Allemann, Olivier Bernhard, and Caspar Coppetti in January 2010 and is headquartered in Zurich, Switzerland.

On Holding AG - Ordinary Shares Class A

On Holding AG

On Holdings investor-day growth targets and share-repurchase authorization sparked a rally and short-squeeze speculation. Bulls view the plan as support for long-term growth, while skeptics question the outlook amid concerns about moderating near-term growth and volatile price action.

BNB (BNB) is a cryptocurrency . BNB has a current supply of 131,511,348.93. The last known price of BNB is 702.2705794 USD and is down -0.19 over the last 24 hours. It is currently trading on 3523 active market(s) with $1,103,086,320.06 traded over the last 24 hours. More information can be found at https://bnbchain.org/en.

Binance

Binances reported multibillion-dollar security breach is dominating discussion, with traders focused on paused and resumed withdrawals, whether customer assets are safe, and fears of outflows or insolvency. Some urge users to move funds off the exchange, while others argue Binance can cover the losses and view the sell-off as an overreaction.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


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SPCX Stock Up Nearly 10% Since IPO — Analyst Sees 82% Upside Without Tesla Merger, Even If Revenue Misses Lofty Goals 

Equity

Bernstein forecasts $424 billion in 2028 revenue, below SpaceX’s own growth ambitions.

SpaceX Shoots Up Post Q3: Is More Upside Ahead for SPCX ETF?

SpaceX's strong Q3 results, surging AI revenue and upbeat 2027 outlook put these SpaceX-focused ETFs on investors' radar.

SpaceX Surges on Solid Q3 Beat & Upbeat Outlook: ETFs to Tap

TSLA, SPCX Eye Green Open: Gary Black Predicts $420 SpaceX Buyout Of Tesla — Sees Announcement In ‘Next Few Weeks’ 

Gene Munster also interpreted the Roadster showcase as another sign of Musk’s desire to combine Tesla and SpaceX.

SpaceX’s Debut Quarter Fails To Lift Off: Short Seller Chanos Flags Starship Forecast Cut — But Wall Street Still Sees Big Upside

Musk moved from targeting at least daily flights around August 2027 to weekly or twice-weekly launches next year.

SPCX Stock Slides Overnight: Musk Maps Falcon Wind-Down For Starship — Rare ‘Sell’ Call Sees 27% Downside

 Falcon’s retirement could worsen a global launch-capacity shortage as rivals struggle to scale.

SpaceX Stock Rises Overnight: Elon Musk’s Stake Tops $900B — But Billions In Shares Still Depend On ‘Extremely Crazy Good’ Outcomes 

Some vesting targets involve multitrillion-dollar valuations, space-based computing and a million-person Mars settlement.

Here's What You Need to Know About SpaceX Investing & ETFs

SpaceX's strong rebound, institutional interest and AI ambitions have renewed investor optimism. Here's a guide to SpaceX-focused ETFs.

SPCX Stock Eyes Another Green Week: Analyst Warns Traders To ‘Divorce’ SpaceX Rally From Fundamentals

Morningstar maintained its $62 fair-value estimate, implying about 58% downside, and rates SPCX stock one star.

SpaceX Stock Slips Overnight After 3-Day Rally — Here's Why Ron Baron Sees 40x Upside And ‘Hundreds Of Billions’ In Gains

Baron Capital’s $3 billion SpaceX investment was worth about $25 billion in June, and the firm wants to invest another $1 billion.

ProShares Trust - ProShares Ultra SpaceX ETF

Bullish Sentiment

<ul class="summary-bullets"><li>The firm expects terrestrial computing capacity to reach 13 gigawatts in 2027 and 20 gigawatts in 2028.</li><li>SpaceX expects fourth-quarter capex of $35 billion to $40 billion and reports compute payback periods under a year.</li><li>Bernstein’s model assumes neither a Tesla merger nor a telecom-tower deal.</li></ul>Shares of Space Exploration Technologies Corp. (SPCX) have gained nearly 10% from their IPO offer price, but Bernstein SocGen Group sees room for a much bigger rally — even without assuming a Tesla merger or SpaceX reaching its full revenue ambitions.<a href="https://stocktwits.com/symbol/SPCX">SPCX shares</a> slipped about 0.4% on Monday, leaving them 9% above their $135 IPO offer price.<h2 class="st-heading-2">Bernstein Raises Stakes On SpaceX</h2>The research firm raised its price target to $268 from $248, implying an 82% upside from current levels, and maintained an ‘Outperform’ rating. “We raise our SpaceX outlook primarily on terrestrial AI build plans. We believe the case for a multi-trillion dollar valuation rests on success of orbital data centers,” the firm said.Bernstein said computing infrastructure on Earth adds materially to SpaceX’s revenue outlook, while its enterprise and government connectivity business also appears to be outperforming.The firm now forecasts $424 billion in full-year 2028 revenue. That remains below SpaceX’s ambition to reach an annualized revenue pace of $500 billion to $1 trillion by the end of 2027, although Bernstein raised its estimate.The company’s goal refers to its revenue pace exiting 2027, rather than total sales during that year. “And, as we have said, you do not need to go all the way to the company’s plan to make SpaceX attractive,” the firm said.Bernstein also noted that SpaceX is planning its first orbital data-center launches in late 2027, with operations beginning in mid-2028. Flight 15 is expected within weeks, with SpaceX planning to catch both the booster and the ship. Bernstein said the heat shield’s performance on Flight 14 could set up the first Starship reuse on Flight 16. “Reusability is key to making orbital data centers successful,” the firm said.<h2 class="st-heading-2">Bigger Capacity Plans Leave Room For More SPCX Upside</h2>Bernstein sees SpaceX’s terrestrial computing capacity reaching 13 gigawatts by the end of 2027 — five gigawatts above its previous forecast — before climbing to 20 gigawatts in 2028.This would mark a sharp jump from the 1.7 gigawatts SpaceX reported at the end of September. On the recent earnings call, Musk said he was confident the company could add 10 gigawatts in 2027, on top of the 2.5 gigawatts to 3 gigawatts expected online by the end of this year.Additionally, Bernstein said the company’s comments pointed to compute prices above the $30 to $50 per watt level seen in recent deals. The firm raised its pricing assumptions but left them below the company’s expectations, leaving room for further gains.“If the company achieves its pricing expectations, there could be more upside, both for terrestrial and orbital,” Bernstein said.<h2 class="st-heading-2">SpaceX’s AI Spending Comes With A Payback Pitch</h2>Bernstein estimates capex of about $35 billion per gigawatt as SpaceX expands capacity. The company’s earnings call underscored the scale of the spending. CFO Bret Johnsen said Q3 capex totaled $19.6 billion and forecast another $35 billion to $40 billion in the fourth quarter.The company also pointed to strong returns on the new infrastructure. “At current pricing, new compute deployments are generating a payback of less than a year,” Johnsen said. SpaceX’s superintelligence segment generated $7.6 billion in third-quarter revenue, making it the company’s largest revenue segment.<h2 class="st-heading-2">Bernstein’s Bull Case Needs No Tesla Merger</h2>Bernstein’s model includes neither a potential Tesla merger nor a reported telecom-tower deal. “Elon talked of a possible Tesla merger and SpaceX is reportedly discussing a telco tower deal,” the firm said. “We make no assumptions on either here.”Separately, ARK Investment Management&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cathie-wood-tesla-spacex-gdp-growth-ark-merger-win-both-shareholders/cZUIApgRBzQ">said</a> that combining the companies could allow Tesla’s potential robotaxi cash generation to help fund SpaceX’s expansion. Its no-premium share-swap scenario projected a 3.8-fold increase in returns for Tesla shareholders and a 7.2-fold increase in incremental returns for SpaceX investors.Musk, however, has cautioned that a transaction remains uncertain. Independent board committees, excluding him because of his conflict of interest, have not agreed on terms. “I think some people out there assume that a SpaceX and Tesla merger is a certainty, and I think that would be overstating it,” he said.<h2 class="st-heading-2">How Do Retail Traders Feel About SPCX?</h2>On Stocktwits, retail sentiment for SPCX slipped to ‘bullish’ from ‘extremely bullish’ levels a week ago amid a 206% surge in 24-hour message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/spcx_ss_8873c8e24f.png" alt="spcx ss.png" width="637" height="336"><figcaption>SPCX sentiment and message volume as of October 27 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/Crabber/message/667373833">said</a>, “$SPCX this is gonna be 100% within a year and 10 times in five it’s kind of buying Tesla in 2019”<stembedurl>https://stocktwits.com/Crabber/message/667373833</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/trumpdisasterprez/message/667378491">said</a>, “$SPCX Notice the lack of enthusiasm here for buying a failing car company with YOUR money. The good news is it will never happen. The bad news is Elon will keep this rumor going for years to prop up Tesler.”<stembedurl>https://stocktwits.com/trumpdisasterprez/message/667378491</stembedurl>For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/michael-burry-anthropic-ipo-filing-ai-bear-case-financial-risks-beyond-tech/cZUIx7dRBzZ">Michael Burry Says Anthropic’s IPO Filing Changes Nothing About His AI Bear Case — Flags Financial Risks Beyond The Tech&nbsp;</a>

Elon Musk waves as he arrives for a state dinner at the Lusail Palace on May 14, 2025, in Doha, Qatar. (Photo by Win McNamee/Getty Images)

SPCX Stock Up Nearly 10% Since IPO — Analyst Sees 82% Upside Without Tesla Merger, Even If Revenue Misses Lofty Goals

Leverage Shares 2x Long SPCX Daily ETF

Defiance Daily 2X Space ETF

Tradr 2X Long SpaceX Daily ETF

SpaceX

Direxion Daily TSLA Bull 2X Shares

T-REX 2X Long Tesla Daily Target 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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