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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 third-quarter results and upbeat outlook for AI and compute expansion are driving attention, with analyst upgrades and Tesla merger discussions adding to the rally. Traders are weighing that growth story against concerns about high capital spending, valuation and a large share unlock.

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 post-earnings selloff is centered on weaker-than-expected guidance and a reduced advertising outlook, despite an earnings beat; analyst downgrades and concerns about slowing growth and competition have added pressure. Traders are divided between expecting further declines and viewing the drop as an overreaction and a buying opportunity.

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 has closed, and traders are focused on using the proceeds to expand its Bitcoin treasury, alongside recent Bitcoin purchases and a Bitcoin rally. Bulls see growing Bitcoin holdings as supportive, while critics argue the preferred dividends and ongoing share issuance create financing costs and dilution risk for common shareholders.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

The finalized GENIUS Act rules for stablecoin issuers are being viewed by traders as a positive regulatory development for Circle and USDC, alongside chatter about a Citi upgrade. The community is largely bullish on the rebound, though some are debating whether the breakout can hold.

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 selloff is being discussed around upcoming earnings, with traders speculating that AI spending could rise sharply and debating whether AI competitors threaten Search advertising. Some see that risk as outweighing growth in Cloud, while others view the weakness as a buying opportunity and expect AI and Cloud demand to support the business.

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 and precautionary closures of similar coasters during the investigation are fueling concern about safety, legal exposure, and possible damage to attendance. Traders are also focused on the companys heavy debt and weak financial outlook, while some see the selloff as a buying opportunity or potential short-squeeze setup.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

Traders are linking the semiconductor rebound to SpaceX commentary that AI compute demand is exceeding available capacity, alongside upbeat AI-demand guidance from Super Micro. Bullish views see sustained AI infrastructure spending supporting chip demand, while bears remain concerned about debt, spending returns and whether the recent selloff signals a broader AI-trade unwind.

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 toward new lows is driving concern about its losses, unit dilution from distributions paid in units, and whether the quarterly payout is sustainable; traders are looking to upcoming earnings for clarity. Some bulls point to IEPs CVR Energy stake and high short interest as potential support, while skeptics argue those factors have not reversed the prolonged slide.

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 raised preliminary quarterly outlook, citing stronger AI-server demand and improved gross-margin expectations, is driving attention. Bulls view the update as evidence of accelerating growth, while skeptics point to execution, cash-flow and credibility concerns and frustration that the stock has given back some of its gains.

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

JD is drawing attention after a sharp, high-volume selloff broke a closely watched support level; some traders speculate about an undisclosed catalyst, but the messages do not confirm one. The discussion also reflects broader weakness in Chinese equities, with bearish frustration competing against value-focused buying and calls to accumulate.

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SpaceX's Spectrum Deal Could Boost AST SpaceMobile’s Strategic Value — Analyst Calls ASTS 'Natural Satellite Partner' For Carriers

Equity

According to TheFly, Berenberg analyst Michael Filatov believes SpaceX’s latest move could sharpen its strategic distinction with AST SpaceMobile.

Vanguard (VB) vs. State Street (SPSM) in a Small-Cap ETF Showdown

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QXO Hits Fresh 52-Week Lows On Soft Residential Roofing Demand

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RIVN Stock Continues To Slide On Ramp Concerns For Rivian’s Mass-Market EV 

Citi said earlier this week that Rivian has not yet shown it can build vehicles at high volume and the company’s longer-term case rests on scaling the new R2 midsize SUV.


AXSM Jumps 6% As Mizuho Calls Auvelity’s Alzheimer’s Launch A ‘Strong Start’

Citing Bloomberg Symphony figures for the 30-milligram starter dose used when doctors begin treatment, a Mizuho analyst said new prescriptions for Auvelity rose 32% from July to August. 


PINS Stock Slides 7% After CEO Won’t Refresh Guidance, Flags Overseas Headwinds  

CEO Bill Ready opened the ad-market discussion at the Goldman Sachs’ Communacopia + Technology Conference by saying he was “not updating or addressing guidance.”


Schwab Small-Cap ETF Outperforms Vanguard on One-Year Returns by Letting Sandisk Shine

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RVMD Stock Stays Flat Despite FDA Nod For $39,800-A-Month Pancreatic Cancer Pill — Is Drug Price Overshadowing Approval?

The Food and Drug Administration (FDA) cleared the once-daily tablet, Rasonque, for certain adults with metastatic pancreatic adenocarcinoma. 

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<ul class="summary-bullets"><li>Berenberg maintained a ‘Buy’ rating on AST SpaceMobile following Grain Management’s agreement to sell its nationwide spectrum portfolio to SpaceX.</li><li>According to Filatov, SpaceX's decision to build out its own network could make AST SpaceMobile “more strategically relevant” rather than simply increasing competitive pressure.</li><li>He cited SpaceX positioning itself as a mobile carrier rather than simply a satellite connectivity provider as the reason for his optimism around AST SpaceMobile.</li></ul>Space Exploration Technologies Corp.’s (SPCX) latest push into mobile connectivity could be creating an unexpected opportunity for AST SpaceMobile Inc. (ASTS), analysts at Berenberg said.The satellite-to-phone race is increasingly becoming a battle over not just technology, but who ultimately controls the customer relationship. According to TheFly, Berenberg analyst Michael Filatov believes SpaceX’s latest move could sharpen the strategic distinction between the two companies.<a href="https://stocktwits.com/symbol/ASTS">AST SpaceMobile shares</a> fell more than 10% on Friday, declining 0.1% further during the after-hours trade.&nbsp;<a href="https://stocktwits.com/symbol/SPCX">SpaceX shares</a> gained more than 1% during the regular trading session, and rose 0.1% further in the after-hours trade.<h2 class="st-heading-2">SpaceX’s Mobile Ambitions Could Boost ASTS</h2>Berenberg maintained a ‘Buy’ rating on AST SpaceMobile following Grain Management’s agreement to sell its nationwide spectrum portfolio to SpaceX, subject to Federal Communications Commission approval.The deal involves up to 14 MHz of paired spectrum in the 800 MHz band, giving SpaceX access to low-band spectrum that it says will help close a key technical gap for its Starlink Mobile ambitions.SpaceX described the move as a step toward building the world’s “most advanced” mobile network. The company said the low-band spectrum will complement its existing 2 GHz mid-band spectrum, with the new frequencies providing a coverage layer capable of improving connectivity through obstacles such as walls.Critically, SpaceX said most existing mobile devices already support the band, potentially allowing Starlink Mobile to provide connectivity without requiring users to replace their phones.SpaceX said its goal is to combine its satellite constellation with a terrestrial network into a single architecture that can provide connectivity “indoors, outdoors, in cellular dead zones, and everywhere in between.”Berenberg sees that strategy as an important development for AST SpaceMobile.<h2 class="st-heading-2">ASTS Could Become The ‘Natural Satellite Partner’</h2>According to Filatov, SpaceX's decision to build out its own network could make AST SpaceMobile “more strategically relevant” rather than simply increasing competitive pressure. He cited SpaceX positioning itself as a mobile carrier rather than simply a satellite connectivity provider as the reason for his optimism around AST SpaceMobile.That could leave ASTS with a potentially valuable position in the market, which is partnering with existing telecom operators rather than competing against them, the analyst said.Filatov argues that AST SpaceMobile is currently the only device-to-device operator whose technology is designed to deliver broadband connectivity to existing smartphones while maintaining a carrier-partnership model.The analyst therefore sees AST SpaceMobile as “the natural satellite partner for operators.”<h2 class="st-heading-2">SPCX Gets Another Boost From FCC</h2>The spectrum deal wasn't SpaceX’s only major mobile-network milestone this week.The FCC also approved SpaceX’s Gen2 Starlink constellation application, authorizing the company to launch 15,000 satellites optimized for 2 GHz spectrum globally.SpaceX said its V2 Starlink Mobile satellites will deliver more than 100 times the bandwidth of its current generation and provide high-speed connectivity directly to unmodified devices.The FCC also authorized the full range of backhaul bands used by SpaceX’s V3 broadband satellites, allowing them to operate with Starlink’s existing gateway network.SpaceX said the approvals will help advance its vision of keeping users connected “no matter where they are,” from dense cities to remote and rural areas.<h2 class="st-heading-2">What Retail Investors Think About ASTS Stock</h2>Retail sentiment on Stocktwits around AST SpaceMobile trended in the ‘bullish’ territory at the time of writing.<a href="https://stocktwits.com/symbol/ASTS">ASTS stock</a> is down 30% year-to-date, while&nbsp;<a href="https://stocktwits.com/symbol/SPCX">SPCX stock</a> is up 8%. The Vanguard Morningstar Total Stock Market ETF (VTI) is up 16% over the past 12 months, while the Vanguard Morningstar Small-Cap ETF (VB) is up 13%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-putin-deal-russia-diesel-prices/cZxTSILRBno">Trump Announces Deal With Putin, Says Russia Will Supply Diesel To US — 'Lower Prices For Americans... Is My Greatest Priority'</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the AST SpaceMobile (Space Mobile) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

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