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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 strong Q3 results and outlook for expanding its AI-compute business, reinforced by a wave of analyst upgrades, are driving the rally. Bulls also point to possible Tesla merger discussions, while skeptics question the valuation and capital spending and flag a major share unlock as a potential source of selling pressure.

Strive, Inc. engages in the provision of an asset management Bitcoin treasury. It is focused on maximizing value for shareholders, accumulating bitcoin and outperforming bitcoin over the long run. The company was founded by Arshia Sarkhani, Jackson Fairbanks, Arman Sarkhani, and Kyle Fairbanks on March 9, 2022 and is headquartered in Dallas, TX.

Strive Inc. - Ordinary Shares - Class A

Strive Inc.

Strives upsized SATS preferred-stock offering and its use to finance further Bitcoin accumulation are driving discussion, alongside reports of additional BTC purchases. Bulls see the preferred funding and growing treasury as supportive, while skeptics warn that the high dividend obligations and senior claims could weigh on common shareholders.

Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company was founded on June 3, 2024 is headquartered in New York, NY.

Skydance Corp. - Ordinary Shares - Class B

Skydances distribution of separately traded warrants has dominated discussion, as the shares fell sharply on the ex-warrant date and many traders debated how much of the move reflected the mechanical separation versus additional selling and confusion over broker handling. Reactions are split between holders who view the combined shares-and-warrants value as largely intact and skeptics focused on the companys heavy debt and dilution risk.

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

Netflix shares are under pressure after softer next-quarter guidance and a reduced advertising outlook overshadowed an earnings beat, with analyst downgrades and target cuts adding to concerns about slowing growth and competition. Traders are divided between viewing the selloff as an overreaction and buying the dip, or expecting further weakness amid doubts about the companys growth prospects.

Icahn Enterprises LP is a holding company. It operates through the following segments: Investment, Automotive, Energy, Food Packaging, Real Estate, Home Fashion, Pharma, and Holding Company. The Investment segment consists of various private investment funds. The Automotive segment holds ownership in Icahn Automotive Group, LLC. The Energy segment refers to petroleum refining and marketing businesses. The Food Packaging segment involves the production and sale of cellulosic, fibrous, and plastic casings for the processed meat and poultry industry. The Real Estate segment offers rental real estate, property development, and resort activities. The Home Fashion segment deals with manufacturing, sourcing, marketing, distributing, and selling home fashion consumer products. The Pharma segments operate through Vivus, Inc., a specialized pharmaceutical company. The Holding Company segment manages acquisition and investment in operating businesses. The company was founded on February 17, 1987 and is headquartered in Sunny Isles Beach, FL.

Icahn Enterprises L P - Unit

Icahn Enterprises, L.P.

IEPs steep decline and new lows are driving discussion, with investors questioning the sustainability of its distribution amid losses, dilution and concerns about Icahn Enterprises performance. Bulls point to the value of its CVR Energy stake and high short interest as potential supports, while skeptics argue those factors have yet to offset the partnerships broader weakness.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JDs quarterly results and the sharp selloff that followed dominate discussion, despite some traders viewing profitability and cash-flow trends as encouraging. The debate centers on whether weaker revenue reflects soft Chinese consumer demand and justifies the decline, or whether the market is overlooking improving margins and shareholder returns.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Metas quarterly earnings are the main focus, especially whether AI spending will keep rising and whether Muse and AI investments can support growth. Bullish traders expect strong AI and advertising momentum, while skeptics worry about heavy capital spending, pressure on cash flow, and a negative reaction even if results are solid.

Six Flags Entertainment Corp. engages in operating amusement parks in North America. It operates amusement parks, water parks, and resorts. The company is headquartered in Charlotte, NC.

Six Flags Entertainment Corp.

Six Flags Entertainment Corp

A fatal rider accident at Six Flags Over Georgia, followed by precautionary coaster closures as the investigation continues, is driving concern about safety, attendance and potential legal exposure. Traders are also weighing analyst target cuts and the companys heavy debt against hopes the incidents impact will fade and the business can recover.

United Airlines Holdings, Inc. is a holding company, which engages in the provision of transportation services. It operates through the following geographical segments: Domestic, Atlantic, Pacific, and Latin America. The company was founded on December 30, 1968 and is headquartered in Chicago, IL.

United Airlines Holdings Inc

Uniteds quarterly results and sharply weaker fourth-quarter profit outlook have put fuel costs and margin pressure at the center of the discussion, despite record revenue and resilient travel demand. Traders are split between seeing the share rebound as evidence of buying support and worrying that elevated jet-fuel costs will keep weighing on profits.

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia, and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Lam Research Corp.

Lam Research is drawing attention ahead of its upcoming earnings report after a prolonged selloff in semiconductor-equipment stocks. Traders are split between buying the pullback on expectations for strong AI- and memory-driven demand and worrying that high expectations, guidance, and weak technical momentum could keep shares under pressure.

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Bond Investors Are Doubting The Long-Term Prospects Of AI Hyperscalers: Fixed Income Expert Chris White 

Equity

In an interview with CNBC, Chris White, CEO of BondCliQ and ViableMkts, said that as bond supply and default risks grow, investors are starting to demand higher yields.

Bonds To Outperform Stocks? BofA’s Savita Subramanian Says S&P 500 Returns May Fall Below 5% Over 10 Years

Bank of America’s head of U.S. equity and quantitative strategy, Savita Subramanian, said in an interview with Bloomberg TV that the S&P 500 may not even provide returns of 5% over the next 10 years. 

Is It Time To Buy Bonds? Longtime Bear Jim Bianco Turns Bullish As US 10-Year Yield Hits Highest Since 2002

Jim Bianco, President and Macro Strategist at Bianco Research, said in a CNBC interview that, with yields rising, bonds are finally trading at a fair value, making it a good time to invest in them.

Bond Markets Functioning In An ‘Orderly’ Manner? El-Erian Calls IMF's Reassurance 'Highly Unusual'

The IMF’s comments come as government bond yields worldwide, including in the U.S., have been climbing to multi-decade highs.

US 10-Year Treasury Yield Soars To 24-Year High: Will The Selloff Continue?

The U.S. 10-year Treasury yield soared past 5.3% on Wednesday, while 30-year yield crossed 5.6%. 

Scott Bessent Says US Bonds Are ‘Best Performing’ As 10-Year Treasury Yields Touch 2007 Highs — Do Bond-Market Data Back Him Up?

In an interview with CNBC on Monday, Bessent said the U.S. bond market “is the most resilient in the world,” adding that it will have been “the best performing bond market” this month.

Is The $4B Treasury Buyback A Policy Mistake? Bessent’s Mentor Thinks Yes, But Some Say ‘Don't Fight The Treasury’

Stanley Druckenmiller, the American investor who also mentored Treasury Secretary Scott Bessent in his early career, suggested in an opinion piece on Wall Street Journal that the U.S. Treasury’s buyback move was a policy error.

Fed Just Changed The Game, Says George Noble: Has Warsh's Higher-For-Longer Policy Displaced Hormuz Concerns?

In a Substack post, George Noble said Fed Chair Kevin Warsh’s refusal to provide a dot plot in the latest policy statement was a deviation from the Fed’s long-term approach. 

ETF Strategies to Follow as Powell Hints at September Rate Cuts

Fed Chair Powell signaled a September rate cut, triggering rallies in stocks, bonds and cryptos. ETFs like GOVT, SDIV, SPYG, IBIT, VNQ and XLU are set to gain. 

iShares Trust - iShares 10-20 Year Treasury Bond ETF

Bullish Sentiment

<ul class="summary-bullets"><li>The fixed-income expert said bond markets react over weeks and months, unlike the day-to-day reactions of stock markets.&nbsp;</li><li>As fresh bond issues from hyperscalers enter the market, he raised concerns about higher yields needed to tap the market again.</li><li>The fixed-income expert also noted that as bond oversupply begins, it would also affect the U.S. government’s ability to raise capital.</li></ul>Amid a volatile environment for long-dated U.S. Treasuries, Chris White, CEO of BondCliQ and ViableMkts, believes bond investors are starting to doubt the long-term prospects of many large artificial intelligence hyperscalers.In an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=dp1bUOlTiCU">interview</a> with CNBC, White said the major difference between the stock market and the bond market is that the latter reacts over weeks and months, as compared to the day-to-day reactions of stock markets.&nbsp;<h2 class="st-heading-2">Why White Thinks Bond Markets Indicate AI Doubts</h2>“I think the numbers are pretty clear when you look at CoreWeave, when you look at Oracle, and when you look at the other AI hyperscalers that bond investors have been starting to doubt some of the stories regarding the long-term prospects of a lot of these AI hyperscalers,” White said.&nbsp;He said that as default risks grow, investors are starting to demand higher yields on bonds to compensate for greater risk. He pointed out that some of the “pretty big unknown risks” include geopolitical uncertainty.&nbsp;Speaking specifically about&nbsp;<a href="https://stocktwits.com/symbol/ORCL">Oracle Corp. (ORCL)</a> and&nbsp;<a href="https://stocktwits.com/symbol/CRWV">CoreWeave (CRWV)</a>, White said that while their outstanding debt was about 5% of the total $258 billion outstanding, their short maturity range is far more concerning.&nbsp;Oracle raised $25 billion through an eight-part investment-grade senior unsecured bond offering in February this year. Meanwhile, CoreWeave raised $3.7 billion through convertible notes in September, following high-yield debt issuances earlier in the year.&nbsp;“They're going to have to refinance this debt in the next five to seven years. And that then makes them a lot more sensitive to, I would say, the shorter-term interest rate conditions,” White said.&nbsp;As fresh bond issues from hyperscalers&nbsp;enter&nbsp;the market, he&nbsp;said the worry&nbsp;is&nbsp;that if the hyperscalers need to tap the market again, investors are “going to demand a yield premium to take on the additional risk that these bonds sell off very quickly after they're being issued.”&nbsp;<h2 class="st-heading-2">Investors Are Demanding Yield Premium Across The Spectrum&nbsp;</h2>White added that if Microsoft, the only triple-A-rated AI hyperscaler, taps the bond market at wide spreads, it would become the benchmark for all other AI hyperscalers.“So if Microsoft wanted to back up their yields a little bit and say, hey, we're going to give everyone a sweetheart deal, people are going to expect all the other AI hyperscalers to follow suit,” he said.&nbsp;The fixed-income expert also noted that as bond oversupply begins in the market, it would also&nbsp;affect the U.S. government’s ability to raise capital.Long-dated U.S. Treasuries are already trading near multi-decade high yields. At the time of writing, yields on 10-year U.S. Treasuries and 30-year Treasuries were trading above 5%.&nbsp;“We're obviously hearing comments coming out of the White House that they're concerned about long-term yields. There have been direct bond-buying programs. I think this has a lot to do with the oversupply we're seeing from AI hyperscalers,” he said.&nbsp;<h2 class="st-heading-2">US Bond Market Performance</h2>The&nbsp;<a href="https://stocktwits.com/symbol/TLT">iShares 20+ Year Treasury Bond ETF (TLT)</a> was trading about 1% higher at the time of writing amid ‘neutral’ sentiment. Meanwhile, the&nbsp;<a href="https://stocktwits.com/symbol/TLH">iShares 10-20 Year Treasury Bond ETF (TLH)</a> was down about 0.05% overnight amid ‘neutral’ sentiment.&nbsp;One user&nbsp;<a href="https://stocktwits.com/AI_Bull_/message/666555880">said</a>, “There's a rush to safety in bonds. Look at the yields sell off as equity is selling off. As yields fall it should have made the markets rally. It isn't. That is telling you money is rotating out of equity and into bonds. Equity is now seen as too risky and bonds is seen as a good place to put your money.”Another user&nbsp;<a href="https://stocktwits.com/Bonds_Salesman/message/666554478">said</a>, “How deep in a recession are we if the AI trade stops? Asking for the non-bond holders out there. Get some bonds!”Meanwhile, the&nbsp;<a href="https://stocktwits.com/symbol/AGG">iShares Core U.S. Aggregate Bond ETF (AGG)</a>, which tracks the performance of the broad U.S. investment-grade bond market, was up 0.47% overnight amid ‘bearish’ sentiment.&nbsp;The&nbsp;<a href="https://stocktwits.com/symbol/BND">Vanguard Total Bond Market ETF (BND)</a>, which gives investors exposure to the investment-grade U.S. dollar-denominated bonds, was down 0.13% amid ‘neutral’ sentiment.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Rising bond yields have pressured tech stocks in particular on Wednesday.

Bond Investors Are Doubting The Long-Term Prospects Of AI Hyperscalers: Fixed Income Expert Chris White

iShares Core U.S. Aggregate Bond ETF

Vanguard Total Bond Market ETF

CoreWeave Inc

Oracle Corp.

iShares 10-20 Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

Double beat (rev + EPS)

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Meta ($META) reports earnings after the close today. What do you expect?

Stocktwits

) reports earnings after the close today. What do you expect?

Current Price	$94.28
Prev Close	$94.11
Open	$94.30
Dividend Yield	N/A
50-Day Moving Average	$94.91
Beta	N/A
Avg. Volume	2.42M
PE Ratio	N/A

52-Week High	$105.44
52-Week Low	$90.72
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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