See the full story in the original article.
Read the original on Yahoo Finance ↗
Keywords
SpaceXSuper Micro Computersocial mediameme stocks
Open a keyword to see other news on the same topic.
Related tickers and likely impact
QQQ
▲ Likely positiveInvesco QQQ Trust
Relevance: low
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/20/2026 | 717.52 |
| Change that session | -0.12% |
SPY
▲ Likely positiveSPDR S&P 500 ETF
Relevance: low
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/20/2026 | 769.01 |
| Change that session | +0.33% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- Premarket movers: Super Micro, SCHMID Group and SpaceX surge
U.S. stock futures were mixed on Wednesday as investors weighed a heavy slate of earnings, AI developments and geopolitical uncertainty in the Middle East. Super Micro Computer jumped 12.7% premarket to $36.69 after forecasting quarterly revenue and profit margins above Wall Street estimates. SpaceX rose more than 8% and Tesla over 2% after Elon Musk said both companies formed independent special committees to evaluate a potential merger, though negotiations are early. SCHMID Group soared 12.5% after raising its full-year 2026 order intake target to more than €150 million, while Elevance Health gained 1.8% on third-quarter adjusted EPS of $6.99 versus a $4.70 consensus. Capital One rose 3.2% after adjusted EPS of $6.69 topped estimates by roughly 22%, and DigitalOcean climbed 3.7% after Piper Sandler upgraded it to Overweight.
- Supermicro Brings NVIDIA Aerial RAN Computer Solutions to the Network Edge with Nokia to Enable Low-latency AI Services
Super Micro Computer (SMCI) is working with Nokia to deploy AI-RAN from distributed cell sites to centralized network hubs, combining Nokia's RAN technology, the NVIDIA Aerial RAN Computer platform, and Supermicro infrastructure. The solution lets radio and AI workloads share the same infrastructure, supporting low-latency applications such as voice AI, vision AI, and physical AI. The companies say it can improve spectral efficiency, automate network operations, and optimize energy use, with a software-driven path toward AI-native 6G. Supermicro's dual-node ARC-Pro, with an NVIDIA Grace C1 CPU and RTX PRO 4500 GPU per node, delivers up to 1.6 PFLOPS of FP4 AI performance.
- Meta at a Crossroads as It Reports Earnings
- Q2 Earnings Highlights: Meta (NASDAQ:META) Vs The Rest Of The Social Networking Stocks
The article reviews Q2 results for 5 social networking stocks, which beat analysts' revenue estimates by 4% as a group, yet shares have averaged a 1.3% decline since reporting. Meta was the weakest performer, with revenue up 28% to $60.8 billion and 3.6 billion daily active users, but its guidance slightly missed expectations, and the stock is still up 20.4% since reporting. Reddit had the biggest estimate beat, the fastest revenue growth (61.1% to $804.9 million) and the highest guidance raise, yet its stock fell 12.7%. Yelp showed the slowest revenue growth at 1.4%, and its shares dropped 20.5%. Pinterest (18.2% revenue growth) and Snap (18.9%) also posted solid results, with Snap's stock up 20.3%.
- Pinterest Stock Is Down 18% This Year. Buy, Sell or Hold?
Pinterest (PINS) stock is down 17.5% this year, closing at $21.91 on October 16, but has rallied 19.9% from its September 9 closing low of $18.28. Holds now lead analyst ratings with 19, versus 17 Buys and 2 Outperforms, and the $29.05 mean price target has been unchanged since September 30. Q2 revenue rose 18% to $1.18 billion, but the Q3 guide of $1.19 billion to $1.21 billion implies 13% to 15% growth. Pinterest also named James Dibbo, who ran finance for Amazon's ads and Prime Video businesses, as CFO starting October 26. The article presents a bull case, citing 18% U.S. and Canada revenue growth and an adjusted EBITDA margin outlook of about 30%, and a bear case, pointing to slower Q3 growth and Hold-heavy ratings.
- Social Buzz: Wallstreetbets Stocks Mixed Premarket Friday; Tesla to Advance, CoreWeave to Decline
Related markets
Latest news
- Meta Earnings Prediction Market Preview: What Will Mark Zuckerberg Say?
Meta Platforms (NASDAQ:META) reports third-quarter earnings after the market closes on Wednesday, as investors look for returns on its heavy AI spending and for comments from CEO Mark Zuckerberg. Analysts expect earnings of $5.89 per share on revenue of $63.36 billion.
- CoreWeave's business model explained: Why investors are worried
The video likens CoreWeave to a landlord that borrowed heavily to buy 51 data centers and leases them to customers such as Microsoft and Meta. The speaker says it earned about $2.6 billion last quarter, roughly $1.5 billion after operating and capital costs, yet paid $640 million in debt repayments in the same period. Those payments are projected to rise by $300 million next year to $900 million, leaving the company about $626 million in the red after accounting for everything. Debt has grown to about $35 billion, with $10 billion due within 15 months against $5.5 billion in cash, while the company plans to spend around $6.4 billion on new data centers over the next three months. An online calculation cited in the video put the chance of default over the next three years at 55%, close to a coin flip.
- Big Tech's eMudhra fixes may leave crypto bots exposed, CertiK warns
CertiK says crypto trading bots and exchange apps may remain exposed to the eMudhra certificate flaw even though Google, Apple and Microsoft have blocked eight vulnerable certificates issued by India's eMudhra. Many applications outside the browser ecosystem do not enforce Certificate Transparency or receive the same revocation protections, so browser fixes may not cover them. Attackers could use compromised certificates to impersonate HTTPS connections to exchanges, wallets and APIs, replacing deposit addresses or tricking users into approving malicious transactions, though this would also require intercepting or redirecting users' traffic. CertiK urges operators to update their software and certificate trust stores and verify that their applications reject the affected certificates.
- Goldman Sachs, JPMorgan and Morgan Stanley are dominating the AI stock boom. Here's their edge
Fueled by the global AI stock boom, looser capital rules and greater lending to hedge funds, major Wall Street banks have already had a banner year in equities trading. The five largest investment banks generated about $67 billion in equities revenue through Sept. 30, $7 billion more than all of 2025. Goldman Sachs, JPMorgan Chase and Morgan Stanley account for a combined $52 billion, nearly 80% of the total, with prime brokerage, which includes margin loans and securities lending to hedge funds, a key growth driver. At Goldman Sachs, equities financing rose 96% in the third quarter to a record $3.37 billion. Asia, especially South Korea and Taiwan, was the fastest-growing frontier for equities.
- From Cultural Appeal to Strategies for Growing Bank Value
VPBank is placing pop culture at the core of its development strategy, as its shares have risen nearly 27% since late July, well ahead of the nearly flat VN-Index. The bank co-organized and was main sponsor of two BIGBANG concerts in Hanoi, which drew more than 50 million access visits to the ticketing platform, and then brought the group's Official Pop-up Store to its Flagship at 89 Láng Hạ, where thousands of fans queued from 3-4 a.m. The article cites KB Kookmin Bank's partnership with Aespa since 2021 and UOB's use of Taylor Swift's The Eras Tour, and notes that 91 of the world's 100 most valuable bank brands sponsor sports, per Brand Finance Banking 500 2025. It says these moves turn customer experiences into a competitive advantage.
- SpaceX Bulls Rejoice: JPMorgan Sees 209% Upside
JPMorgan analyst Doug Anmuth more than doubled his SpaceX (SPCX) price target to $500 from $240 on Oct. 21, implying 209% upside, even though the stock is still well below its June 16 high. Third-quarter revenue rose 161% to $14.6 billion, and SpaceX swung to $4.4 billion of net income from a $1.1 billion loss, with first-quarter 2027 revenue guided to $33 billion–$37 billion. Analysts' 2027 EPS estimate has risen to $2.25 from $0.65 three months ago, yet $500 equals 222x that figure, versus a consensus target of $223 as of Oct. 20. The article calls the target plausible but stretched, holding only if the annual recurring revenue forecast from CEO Elon Musk materializes, with capex of $19.6 billion in the third quarter and $35–40 billion expected in the fourth as key risks.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.