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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 quarterly results beat expectations and returned the company to profitability, with AI compute emerging as a major revenue driver; the results sparked a post-earnings rally and bullish enthusiasm. Traders also debate whether heavy AI spending, cash burn, valuation, and upcoming share unlocks temper the growth story, while a possible Tesla tie-up adds speculation.

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 outlook and projected stronger gross margins, citing demand for AI platforms, driving a sharp share-price rally. Traders are broadly reacting bullishly and discussing a possible short squeeze, while others question whether execution, margins, and cash flow can sustain the move ahead of the full results.

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 softer Q4 outlook and reduced advertising-revenue forecast overshadowed a quarterly profit beat, driving a selloff and concerns about slowing growth and ad execution. Traders are split between viewing the decline as an overreaction and expecting further downside amid competition and doubts about future growth.

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 AI-compute results and comments that demand exceeds available capacity have fueled a rebound in NBIS and other neocloud shares, with traders saying the outlook supports continued demand for GPU capacity. Others remain cautious after the sectors steep selloff, pointing to debt, financing costs and execution risks.

Spdr Dow Jones Industrial Average ETF Trust - Spdr Dow Jones Industrial Average ETF Trust

DIA is drawing attention as the Dow outperforms tech-heavy indexes amid a choppy market, with traders pointing to rotation toward blue-chip and defensive shares as AI and semiconductor stocks face pressure. Some see the Dows resilience as healthy broadening, while others view it as a temporary refuge and warn that inflation, oil, yields and geopolitical risks could keep markets volatile.

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 AI-related results and spending commentary, alongside Super Micros raised sales outlook, have revived discussion that demand for AI infrastructureand Nvidia chipsremains robust. Bulls see support for the AI trade, while skeptics question the returns on heavy spending and point to NVDAs choppy, muted price action.

Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

Anticipation of Compass Pathways completing its rolling FDA application for COMP360, its psilocybin therapy for treatment-resistant depression, is driving discussion, alongside expectations that its priority-review voucher could shorten the review process. Many traders are bullish on the positive Phase 3 results and potential launch, while others question the filing timeline and approval prospects and point to volatile trading and broader biotech weakness.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Bitcoin swings remain a key driver of MSTR trading, while traders debate MSCIs new eligibility rules and the possibility of index removal and passive-fund outflows. The community is split between buyers anticipating a BTC-led rebound or short squeeze and skeptics focused on potential selling, dilution, and Bitcoin downside.

Flutter Entertainment Plc engages in the business of online betting and gaming. It operates through the following segments: UK and Ireland, Australia, International, and US. The UK and Ireland segment includes the operations of Sky Betting and Gaming, Paddy Power, Betfair, and tombola. The Australia segment focuses on sports betting services provided to Australian customers online. The International segment relates to poker, casino, rummy, lottery, and sports betting. The US segment includes sports betting, daily fantasy sports, and gaming services. The company was founded in 1988 and is headquartered in New York, NY.

Flutter Entertainment Plc

Flutters planned UK and Ireland job cuts, which the company reportedly says are intended to offset higher gambling taxes, are driving attention and reinforcing concerns about rising regulatory costs. Traders are also debating pressure from prediction-market competitors and Brazil, while some view the steep share-price decline as a value opportunity.

General Motors Co. engages in the designing, manufacturing, and selling of trucks, crossovers, cars, and automobile parts, and in providing software-enabled services and subscriptions. It operates through the following segments: GMNA, GMI, Cruise, and GM Financial. The company was founded by William C. Durant on September 16, 1908 and is headquartered in Detroit, MI.

General Motors Company

GM shares sold off despite a third-quarter earnings and revenue beat, as traders focused on the narrowed full-year profit outlook and unchanged guidance midpoint; the new buyback and higher cash-flow outlook did not offset those concerns. The community is split between viewing the decline as an overreaction and buying opportunity, and seeing the cautious outlook as a reason for further weakness.

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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.

REX Drone 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.

Current Price	$28.23
Prev Close	$28.23
Open	$27.75
Dividend Yield	N/A
50-Day Moving Average	$31.16
Beta	N/A
Avg. Volume	9,337.91
PE Ratio	N/A

52-Week High	$36.16
52-Week Low	$22.40
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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