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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, first reported public-company profit and rapid growth in AI-compute revenue are driving attention. Many traders welcomed the results, while skeptics question whether the AI business can justify heavy spending and valuation, with an upcoming share unlock adding concern about selling pressure.

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 softer Q4 guidance, slowing revenue growth, and a reduced advertising-revenue outlook, prompting a sharp selloff. Traders are split between viewing the decline as an overreaction and seeing it as a sign of weakening growth and ad execution.

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 strong AI-server demand, driving a sharp rally. Many traders called the shares undervalued and anticipated short covering, while others questioned whether margins, cash flow and execution can sustain the improvement.

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. 

SpaceXs strong compute-demand commentary and ambitious capacity plans are driving optimism that AI infrastructure providers such as Nebius can benefit from continued demand. Traders also debate whether the rebound is a durable shift or a short-covering bounce, with concerns about neocloud financing and the sector selloff still weighing on sentiment.

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

Nokias Q3 earnings report is the main focus, with traders watching whether AI and cloud demandincluding its NVIDIA-linked AI-RAN and optical-networking businesscan translate into stronger results. Bulls see the AI infrastructure push as a rerating catalyst, while skeptics point to the share-price weakness and question whether the growth will show up in reported performance.

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 A

Alphabet Inc Class A

GOOGL is drawing attention for weak, range-bound trading ahead of earnings, with traders debating whether cloud and AI growth can outweigh concerns about heavy infrastructure spending and free cash flow. Some see the pullback as a buying opportunity, while others are frustrated by the stocks lagging price action and are waiting for results to clarify the outlook.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

SpaceXs earnings and Musks AI-compute expansion plans using Nvidia hardware dominate the discussion, with traders viewing them as evidence of continued GPU demand. Bulls see support for the AI buildout, while skeptics question the spendings returns and note NVDAs weak, choppy price action despite the headlines.

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

Anticipation around SELLASs Phase 3 REGAL trial is driving discussion, with traders focused on the 80th survival event that triggers final analysis; the last disclosed count was 78. Speculation about favorable survival data or a buyout has accompanied the sharp rally, while skeptics stress that neither a result nor a deal is confirmed and the trial outcome remains uncertain.

Intuitive Surgical, Inc. engages in the provision of robotic-assisted surgical solutions and invasive care through a comprehensive ecosystem of products and services. Its products include Da Vinci Surgical and Ion Endoluminal systems. The company was founded by Frederic H. Moll, John Gordon Freund, and Robert G. Younge in November 1995 and is headquartered in Sunnyvale, CA.

Intuitive Surgical Inc

Intuitive Surgicals strong quarterly results were followed by a sharp selloff as investors focused on a large antitrust settlement charge, narrower da Vinci procedure-growth guidance, and planned pricing cuts. Traders are split between viewing the reaction as an overdone earnings selloff and seeing the outlook and pricing pressure as reasons for caution.

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.

AMKR is drawing attention as a breakout play on its role in AI chip packaging, with traders citing its Nvidia partnership and long-term TSMC agreement as support for future demand. Sentiment is broadly bullish on the advanced-packaging opportunity, though sharp pullbacks and concerns about expansion costs and execution remain part of the debate.

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Stocktwits Midweek Energy Roundup: Brent Crosses $110 A Barrel, Musk’s Comments On Power For AI, Key Earnings Check

Equity

Oil prices have surged as concerns over Middle East supplies mount, with Brent crude breaching $110 a barrel and U.S. West Texas Intermediate rising to about $99.

USO, UCO Gain Premarket As Brent Crude Hits 5-Month High — Middle East Shipping Attacks Fuel Supply Fears

Capital Economics commodities economist Hamad Hussain warned that escalating attacks on ships could trigger a renewed fall in oil supply and continued price rises.

Rubio Says Trump Will Take Up To 60 Days To Assess Impact Of Russia-Related Sanctions And Tariffs: Report

Rubio’s comments came a day after Trump waived key measures targeting Russian exports and countries that buy Russian energy.

Trump Waives Russia Energy Tariffs, Sanctions A Week After Diesel Deal As Crude Oil Prices Soar To A 5-Month High

The waiver, issued Friday, comes less than a month after Trump signed the Graham Act into law and about a week after the administration’s diesel deal with Russia.

Oil Prices Diverge As Traders Weigh Russian Diesel Relief Against Saudi Supply Risks: USO, UCO, In Focus

Brent futures fell as traders debated whether additional Russian diesel supplies could ease fuel shortages amid ongoing Middle East tensions.

Trump Announces Deal With Putin, Says Russia Will Supply Diesel To US — 'Lower Prices For Americans... Is My Greatest Priority'

The U.S. President said in a post on Truth Social that the arrangement would involve multiple waves of Russian diesel shipments.

Trump Rules Out Pre-Election Iran Strikes Amid Deadlocked Gulf Diplomacy 

President Donald Trump announced that the United States will not attack Iran before the upcoming November midterm elections, maintaining a naval blockade as diplomatic talks remain at a standstill. 


Dow Falls Nearly 200 Points, S&P 500 And Nasdaq In Red As Treasury Yields Stay Near 24-Year Highs, Oil Prices Jump

Reports of possible large-scale U.S. military strikes against Iran, and storm-related production shutdowns in the Gulf of Mexico fueled fresh concerns about global supplies.

USO, UCO Jump, Brent Oil Tops $105: Reports Of ‘Massive Bombing’ Of Iranian Infrastructure Raise Fresh Supply Disruptions Fears

Brent crude futures for December 2026 deliveries rose 5% to more than $105 per barrel, the highest level in two weeks.


Iran Reportedly Warns Strait Of Hormuz Will Not Reopen Until Its Conditions Are Met — Ghalibaf Says Era Of 'Dictating One-Sided Demands Is Over'

According to a report by Reuters citing Iranian state media, Tehran says Washington must take clear steps before the waterway can reopen.

ProShares Trust II - ProShares Ultra Bloomberg Crude Oil 2x Shares

Bullish Sentiment

<ul class="summary-bullets"><li>U.S. Secretary of State Marco Rubio reportedly said on Tuesday that a peace deal with Iran seemed extremely difficult and that Washington would continue its economic pressure on Tehran until attacks on commercial ships in the Strait of Hormuz are halted.&nbsp;</li><li>Elon Musk said in SpaceX’s earnings call that the real constraint on growing AI superintelligence is power and cooling infrastructure, not semiconductors, sending multiple energy stocks higher in the overnight session late Tuesday.</li><li>Bloom Energy, NextEra Energy and Valero Energy are some of the key energy companies that are reporting Q3 results this week.</li></ul><p>Oil and energy drew attention in the week starting Oct. 19 amid escalating tensions between the U.S. and Iran, as well as positive comments from SpaceX CEO Elon Musk, even as markets gear up for key earnings results.&nbsp;</p><h2 class="st-heading-2">U.S. Says Peace Deal With Iran Seems Extremely Difficult</h2><p>Oil prices have surged as concerns over Middle East supplies mount, with Brent crude breaching $110 a barrel and U.S. West Texas Intermediate rising to about $99.&nbsp;</p><p>A series of recent escalations, including attacks on commercial ships near the Strait of Hormuz, Houthi missile strikes on Saudi Arabia, and Ukraine’s strike on a Russian refinery this week, stoked fears about a further constraint in fuel supplies.</p><p>U.S. Secretary of State Marco Rubio reportedly said on Tuesday that a peace deal with Iran seemed extremely difficult and that Washington would continue its economic pressure on Tehran until attacks on commercial ships in the Strait of Hormuz are halted.&nbsp;</p><p>Meanwhile, Iranian Foreign Minister Abbas Araghchi said that the Strait would stay closed until the U.S. accepts Tehran’s conditions, even as indirect talks between the two countries continue through Pakistan and Qatar.</p><p>Iran’s Revolutionary Guards said on Tuesday that naval mines in the Strait had stopped three tankers that were attempting to pass through the critical waterways via routes that it has deemed unauthorized.</p><p>Goldman Sachs reportedly said in a note on Tuesday that war-risk premiums from tensions in the Strait now account for about $7 of the $20 year-on-year increase in average crude freight rates. According to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/10/21/oil-price-today-wti-brent-rise-on-middle-east-worries.html?taid=6ad84e901cd37f00010f5a43&amp;utm_campaign=trueanthem&amp;utm_content=main&amp;utm_medium=social&amp;utm_source=twitter">CNBC report</a>, the analyst said rising shipping costs could further widen price differences between crude grades, squeezing profit margins and hiking refined fuel prices.</p><p>Economist Peter Schiff noted in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/PeterSchiff/status/2112515234459951482">post</a> on X that oil was likely to climb further from $110 levels and pressure other prices. “We are still early in a major breakout in the price of oil that will substantially raise the cost of living. Plus, it's not just energy. The price of all everyday necessities is about to soar. This is a tax hike to cover deficit spending,” he said.&nbsp;</p><p>The&nbsp;<a href="https://stocktwits.com/symbol/USO">United States Oil Fund (USO)</a> gained more than 1% overnight, while the&nbsp;<a href="https://stocktwits.com/symbol/UCO">ProShares Ultra Bloomberg Crude Oil (UCO)</a> was up nearly 2% at the time of writing.&nbsp;</p><h2 class="st-heading-2">Energy Stocks Rally Following Musk’s Positive Comments On AI Power Infrastructure&nbsp;</h2><p>Multiple energy companies such as&nbsp;<a href="https://stocktwits.com/symbol/BE">Bloom Energy (BE)</a>,&nbsp;<a href="https://stocktwits.com/symbol/CEG">Constellation Energy Corporation (CEG)</a>,&nbsp;<a href="https://stocktwits.com/symbol/OKLO">Oklo Inc. (OKLO)</a>,&nbsp;<a href="https://stocktwits.com/symbol/SMR">NuScale Power (SMR)</a>, and&nbsp;<a href="https://stocktwits.com/symbol/XE">X-Energy Inc. (XE)</a> jumped higher in the overnight session late Tuesday after&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/be-stock-leads-energy-rally-after-space-x-ceo-elon-musk-says-ai-s-real-constraint-is-power-and-cooling-not-chips/cZxtm3rRBHh">Musk said</a> that the real constraint on growing AI “superintelligence” is power and cooling infrastructure, not semiconductors.</p><p>The rocket company’s CEO said that given power, cooling, and electrical equipment infrastructure is “somewhat of a limiting factor,” SpaceX is seeking to add an additional 20 gigawatts of power-cooling infrastructure in 2027 to ensure it doesn't constrain build-out.&nbsp;</p><p>Musk added that the “highly proprietary” plan would include “many different sources of power, not just gas turbines.” Beyond renewables such as solar and wind, Musk said the company would explore “every other source of power that we can obtain.”</p><h2 class="st-heading-2">U.S. Crude Inventories Fall Sharply</h2><p>The American Petroleum Institute (API) released its latest data on U.S. crude oil inventories, noting a decrease of 4.930 million barrels for the week ended Oct. 16.&nbsp;</p><p>API CEO Mike Sommers ​reportedly&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/energy/us-energy-department-official-says-working-with-refiners-producing-more-diesel-2026-10-20/">told Reuters</a> on the sidelines of an energy forum in Titusville, Pennsylvania, that U.S. refiners are already running at 95% to 100% of capacity, adding that they are delaying planned maintenance due to the rising prices.</p><p>Meanwhile, U.S. diesel prices have climbed to record levels. According to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://gasprices.aaa.com/">data</a> from AAA, retail diesel prices in the country reached $6.3199, up from $3.6192 a year ago.&nbsp;</p><h2 class="st-heading-2">BE, NEE, VLO Earnings In Focus</h2><p>As third-quarter earnings season is in full swing, multiple energy companies are expected to report this week.&nbsp;</p><p><a href="https://stocktwits.com/symbol/HAL">Halliburton Co. (HAL)</a> reported its Q3 earnings on Tuesday, posting adjusted earnings per share of $0.60 on revenue of $5.7 billion, surpassing market expectations.&nbsp;</p><p>Bloom Energy,&nbsp;<a href="https://stocktwits.com/symbol/NEE">NextEra Energy Inc. (NEE)</a>, and&nbsp;<a href="https://stocktwits.com/symbol/VLO">Valero Energy Corp. (VLO)</a> are among the other companies reporting results this week.&nbsp;</p><div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col></colgroup><tbody><tr><td><strong>Company</strong></td><td><strong>Ticker</strong></td><td><strong>Earnings Date</strong></td></tr><tr><td>Halliburton</td><td>HAL</td><td>Tue, Oct. 20</td></tr><tr><td>NextEra Energy</td><td>NEE</td><td>Wed, Oct. 21</td></tr><tr><td>Kinder Morgan</td><td>KMI</td><td>Wed, Oct. 21</td></tr><tr><td>Valero Energy</td><td>VLO</td><td>Thu, Oct. 22</td></tr><tr><td>Bloom Energy</td><td>BE</td><td>Thu, Oct. 22</td></tr><tr><td>Schlumberger&nbsp;</td><td>SLB</td><td>Fri, Oct. 23</td></tr></tbody></table></figure></div><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

A person fishes with offshore oil and gas platform Esther in the distance on January 5, 2025 in Seal Beach, California.

Bloom Energy Corp - Ordinary Shares - Class A

Constellation Energy Corporation

Oklo Inc.

ProShares Ultra Bloomberg Crude Oil

United States Oil Fund

X-Energy Inc

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.

Current Price	$63.36
Prev Close	$63.83
Open	$64.95
Dividend Yield	N/A
50-Day Moving Average	$50.74
Beta	N/A
Avg. Volume	2.7M
PE Ratio	N/A

52-Week High	$64.99
52-Week Low	$18.12
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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