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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

A strong third-quarter earnings report and first public-company profit, driven largely by rapid growth in AI compute, have fueled a sharp bullish reaction and talk of a SpaceX re-rating. Traders are debating whether the AI opportunity and ambitious expansion plans justify the valuation, given heavy capital spending and cash-burn concerns; a possible Tesla merger is also being discussed but remains unconfirmed.

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 a softer Q4 outlook and cuts to its advertising and free-cash-flow expectations, renewing concerns about slowing growth. Traders are divided between dip buyers pointing to the profitable quarter and bears citing weaker guidance, ad execution and streaming competition.

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-platform demand, driving a sharp after-hours rally. Traders largely welcomed the stronger outlook and debated whether it can hold, with some cautioning that execution, cash flow and sustained margins still need confirmation.

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 strong results and AI infrastructure spending, alongside Super Micros higher preliminary sales outlook, have revived discussion that demand for Nvidia-powered data centers remains robust. Bulls see support for the AI buildout, while skeptics question the returns on heavy capital spending and point to Nvidias weak recent price action; reported Chinese chip orders are another demand signal, though export restrictions may limit fulfillment.

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

A sharp, high-volume rebound has intensified attention on SELLASs Phase 3 REGAL trial, with traders anticipating an update on the 80th survival event and the final analysis of its GPS treatment for AML; the last publicly cited event count was 78, and no new results are confirmed here. Bullish speculation about an imminent announcement or buyout contrasts with skepticism that the move is a volatile rally without fresh news and that the trial outcome remains uncertain.

Sui s a Layer 1 blockchain developed by Mysten Labs, a team founded by former lead engineers from Meta’s blockchain research division. It is designed for global adoption by providing a secure, high-speed environment for digital asset ownership and removing technical barriers for Web3 applications. The platform utilizes the Move programming language to create a safe framework and supports horizontal scaling to keep fees stable and speeds high as the network grows. Significant institutional support comes from major venture capital firms including Andreessen Horowitz, Coinbase Ventures, Circle Ventures, and YZi Labs.  The system functions by organizing data into independent objects rather than a single ledger of accounts. This object-centric data model enables parallel execution, allowing the network to process many transactions simultaneously instead of waiting for one to finish before starting the next. This architecture is built for rapid transaction finalization to ensure near-instant results. To maintain long-term stability, the network collects fees into a storage fund that rewards validators for keeping data on the network indefinitely.  Sui offers several advanced tools including zkLogin for easier account access and sponsored transactions that allow users to interact with apps without managing complex wallets or immediate fees. Developers can also create tailored object types that work across the entire network, which encourages innovation and deep composability. These features are designed to create a more user-friendly experience for interacting with decentralized applications and digital games.  The SUI token is central to the ecosystem, serving as the primary asset for transaction fees and on-chain utility within decentralized exchanges and lending platforms. Users participate in a proof-of-stake mechanism by locking their tokens to support validators and secure the blockchain in exchange for rewards. Additionally, token holders have a role in governance, allowing them to participate in voting on network rules and future protocol upgrades. Value moves through the system through these staking rewards and transaction fees to ensure the platform scales sustainably

SUI is drawing attention for volatile price swings around the $1 level, with traders watching for a sustained rebound and debating whether recent gains can continue. Bullish arguments cite ecosystem developments in AI and institutional use, while skeptics point to token unlocks, weak relative performance, and concerns about the network.

GE Aerospace is an American aircraft company, which engages in the provision of jet and turboprop engines, as well as integrated systems for commercial, military, business, and general aviation aircraft. The firm's portfolio of brands includes Avio Aero, Unison, GE Additive, and Dowty Propellers. It operates through the following segments: Commercial Engines and Services, Defense and Propulsion Technologies, and Corporate and Other. The Commercial Engines and Services segment is involved in the design, development, manufacturing, and servicing of jet engines for commercial airframes, as well as business aviation and aeroderivative applications. The Defense and Propulsion Technologies segment offers defense engines and critical aircraft systems. The Corporate and Other segment relates to corporate functions and operations costs. The company was founded by Thomas Alva Edison in 1878 and is headquartered in Evendale, OH.

GE Aerospace

GE is under pressure after beating quarterly estimates and raising its outlook, as investors focus on rising costs, weaker cash conversion and a loss in its insurance business. Traders are frustrated by another selloff on strong results, while bullish voices view the pullback as a buying opportunity given robust aerospace demand and orders.

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 trading amid a volatile neocloud and AI-infrastructure debate: traders tied an earlier sector bounce to SpaceXs strong compute-demand outlook, while subsequent selling has focused on financing risks and weakness across the group. Bulls argue that sustained demand and Nebiuss comparatively sturdier funding distinguish it from peers; bears remain concerned about the sectors debt exposure.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Ubers agreement to acquire corporate-catering platform ezCater for $2.3 billion is prompting debate over whether it can broaden Uber Eats and drive growth or represents costly M&A. Traders are also focused on the shares persistent weakness around $70, with some arguing autonomous-vehicle competition is weighing on sentiment.

Boost Run, Inc. is a provider of scalable cloud infrastructure purpose-built for enterprise AI and high-performance computing workloads. The platform delivers GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage through an intuitive management console and a robust API layer, enabling organizations to provision and scale resources across thousands of nodes in minutes. The company was founded on September 5, 2025 and is headquartered in Northbrook, IL.

Boost Run Inc. - Ordinary Shares - Class A

Boost Run Inc.

BRUN is drawing attention amid a sharp selloff in small-cap neocloud and AI infrastructure stocks, with traders pointing to rising yields and doubts about AI spending returns, hardware depreciation, and financing. The debate is whether the decline is sector-driven or reflects BRUN-specific execution risk; bullish traders cite its contracted backlog and look to Q3 results for evidence that demand can translate into revenue and cash flow.

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Cathie Wood’s ARK Invest Loads Up On AeroVironment Amid Fresh Defense Deals And Record Backlog 

Equity

ARK Invest adds 29,016 AeroVironment shares, while new defense partnerships, contracts and record backlog strengthen the drone maker’s growth outlook.  

AVAV Stock Rises Overnight: AeroVironment Bets On 'Under $10 Per Shot' High-Energy Laser Weapon Systems 

Investors focused on AeroVironment’s LOCUST laser system, strong Q1 results, and growing international demand for low-cost counter-drone technology. 


PSN Sheds Over $2.6B In Valuation As PSN Stock Suffers Worst-Ever Single-Day Crash – What’s Driving The Pessimism?

 Parsons cut its full-year 2026 revenue outlook to $6.2 billion to $6.5 billion, down from $6.5 billion to $6.8 billion.

Defense ETFs in Focus Amid Earnings, Conflict and Military Spending

Defense ETFs are gaining attention as solid Q2 earnings, rising military spending and escalating Middle East tensions strengthen the sector's outlook.

AVAV Stock In Focus: AeroVironment Bets On AI-Powered Multi-Role Warfare Systems With MAYHEM 10 

Executive says modern warfare now requires systems that can understand complex situations and quickly adjust their actions in real time. 


AVAV Stock Looks To Snap 2-Day Losing Streak On New Army Deal Amid Pentagon’s Drone Spending Surge

The deal adds the Switchblade 400 to a military upgrade program.


3 Sector ETFs & Stocks to Play in the Small-Cap Spectrum

Small caps are leading markets in 2026. Finance, aerospace and industrial sectors stand out with strong earnings momentum.


Defense ETFs in Focus: Q4 Earnings & 2026 Spending Boost

Defense ETFs draw attention as rising global tensions, record budgets and fourth-quarter 2025 earnings shape 2026 outlook.

Aerospace & Defense ETFs in Focus This Earnings Season

Strong Q3 earnings from Northrop Grumman, RTX and Lockheed Martin underscore the Aerospace & Defense sector's surge amid global tensions.

ETFs in Focus in Light of Aerospace & Defense Q2 Earnings Boost

NOC, RTX, and LMT top earnings estimates in Q2, highlighting strength in the booming Aerospace & Defense sector. Tap ETFs like ITA, PPA and XAR.

ETF Series Solutions - U.S. Global Technology and Aerospace & Defense ETF

Neutral Sentiment

<ul class="summary-bullets"><li>ARK Invest bought 29,016 AeroVironment shares through ARKQ and ARKX, worth over $4.4 million.&nbsp;</li><li>The purchases came alongside a Nominal partnership and strong Q1 results, including record revenue and a $1.5 billion backlog.&nbsp;</li><li>AeroVironment’s BlueHalo unit has secured a nearly $100 million Air Force contract.&nbsp;</li></ul>AeroVironment Inc. (AVAV) stock is on track for a monthly rebound as Cathie Wood’s ARK Invest adds to its position, showing confidence in the defense technology maker’s autonomous systems. The buying comes as AeroVironment expands its technology partnerships, wins a nearly $100 million Air Force contract and builds a record backlog.&nbsp;<a href="https://stocktwits.com/symbol/AVAV">AeroVironment stock</a> edged 0.5% lower overnight, ahead of Tuesday. The stock is on track to reverse three straight months of losses, with a 3% gain so far in September.<h2 class="st-heading-2">AeroVironment Lands Fresh ARK Buying&nbsp;</h2>On Monday, ARK Invest added to its AeroVironment position through two exchange-traded funds. The ARK Autonomous Technology &amp; Robotics ETF (ARKQ) bought 13,327 shares, while the ARK Space Exploration &amp; Innovation ETF (ARKX) added another 15,689 shares. Together, the two funds purchased 29,016 AVAV shares, potentially worth over $4.4 million.&nbsp;The purchases accounted for 0.1081% of ARKQ’s holdings traded and 0.3200% of ARKX’s transactions. AeroVironment sits at the intersection of several themes that ARK has targeted, including robotics, artificial intelligence, aerospace and autonomous systems. The company develops unmanned aircraft and other defense technologies that have become important as militaries expand their use of automated systems.The ARK purchase coincided with engineering-data platform Nominal’s partnership with AeroVironment to bring test and production data capture, cross-team review and traceability into a single system as the company scales manufacturing of its uncrewed aircraft, loitering munitions and counter-UAS systems across multiple facilities.&nbsp;The buying also comes after AeroVironment delivered a strong fiscal first quarter (Q1) 2027. The defense contractor generated record revenue of $480.5 million, a 6% increase from a year earlier, while bookings reached roughly $700 million.<h2 class="st-heading-2">AeroVironment’s Backlog Hits Record</h2>Strong orders pushed AeroVironment’s funded&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/avav-stock-rises-overnight-aero-vironment-bets-on-under-10-per-shot-high-energy-laser-weapon-systems/cZt9urrRJC4">backlog</a> to $1.5 billion, up 37% year-on-year. The company also reported a much smaller net loss of $5.1 million, compared with a $67.4 million loss last year.AeroVironment secured a nearly $465 million U.S. Army contract for its LOCUST laser system and landed its first international LOCUST order, worth more than $50 million. CEO Wahid Nawabi said demand is building for affordable laser defenses against drone swarms, noting LOCUST shots cost under $10 apiece — a cost structure he said "redefines the balance between offensive and defensive systems."&nbsp;Last week,&nbsp; AeroVironment subsidiary BlueHalo LLC was awarded nearly a $100 million Air Force contract for the Leveraged Orbital Battlespace Optimization program, covering research and development work in Huntsville, Alabama, and at Kirtland Air Force Base in New Mexico.&nbsp;<h2 class="st-heading-2">AVAV Stock: Retail View&nbsp;</h2>On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory even as it has lagged peers and major indices this year.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260915_123958059_dd7ba66617.png" alt="koyfin_20260915_123958059.png" width="2400" height="1240"></figure>A user&nbsp;<a href="https://stocktwits.com/Tree_Llama/message/664210635">said</a>, “Bought at 140 last week. This will be a solid hold.”AVAV stock has cratered 38% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nok-stock-rises-overnight-analyst-calls-nokia-ai-optical-dark-horse-trading-at-conservative-valuation/cZtVyP6RBTS">NOK Stock Rises Overnight: Analyst Calls Nokia AI Optical Dark Horse Trading At 'Conservative Valuation'</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Cathie Wood, Founder & CEO, Ark Invest, speaks during the second day of the FII PRIORITY Summit held at the Faena Hotel on February 20, 2025 in Miami Beach, Florida. (Photo by Joe Raedle/Getty Images)

ARK Invest adds 29,016 AeroVironment shares, while new defense partnerships, contracts and record backlog strengthen the drone maker’s growth outlook.

Cathie Wood’s ARK Invest Loads Up On AeroVironment Amid Fresh Defense Deals And Record Backlog

AeroVironment Inc.

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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.

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