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Nasdaq Rises on SpaceX Earnings Report
The major averages closed broadly higher, led by the Nasdaq following upbeat results from SpaceX and Super Micro Computer. In addition to the space technology company reporting its first profit as a public company, Elon Musk said a merger with Tesla would be "a good idea," but one that needs to be studied by special committees formed by each of the companies' boards.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:SpaceXreported better-than-expected Q3 results, with the company noting it has 13.6M Starlink consumer subscribers and 11,100 satellites in orbitMeanwhile, Elon Musk said that SpaceX and Teslahave formed committees to consider a possible mergerNetflixreported upbeat Q3 results but provided a lower-than-expected outlook for Q4Abbottreported better-than-expected Q3 earnings and revenue and announced it will separate its global Nutrition business into an independent companyNvidiaintroduced DSX POD, a reference design for complete Vera Rubin AI factories built by partners inside modular containers2. WALL STREET CALLS:Netflixcut to Hold at Needham amid decelerating revenue growthNorthrop Grummanupgraded to Outperform at BairdChipotledowngraded to Hold at TD CowenZoom Communicationsupgraded to Outperform at OppenheimerBarclays downgraded Cirrus Logicto Underweight on Applesupply chain concerns3. AROUND THE WEB:Blackstoneand a unit of Apollo Globalare in discussion with the National Football League to join the league's list of approved private equity firms that can acquire minority interests in its franchises, Bloomberg reportsU.S. Senators Richard Blumenthal and Josh Hawley have sent a letter to GoogleCEO Sundar Pichai seeking answers about what the company knows about its AI tools' impact on children's mental health and educational development, WSJ saysMeta'sMuse AI companion surpassed 10M U.S. downloads within its first 40 days, ranking among just a dozen mobile apps to reach that milestone, TechCrunch saysAkzo Nobelis in early talks to sell its European vehicle refinishing business to secure antitrust approval for its planned $19B merger with Axalta, WSJ reportseBayplans to cut about 9% of its workforce to simplify operations and redirect resources toward faster-growing areas, following 6% layoffs in February, Reuters says4. MOVERS:Super Microgained after the company raised its Q1 revenue viewApplied Digitalincreased after Roth Capital reinstated coverage of the stock with a Buy ratingRoivantwas higher in New York after announcing its CLARITY-1 and CLARITY-2 trials met its primary endpointsAT&Twas lower after reporting Q3 results and raising its outlook for FY26Pegasystemsfell after reporting Q3 results5. EARNINGS/GUIDANCE:Thermo Fisherreported Q3 results and raised its guidance for FY26, with CEO Marc Casper calling it "another excellent quarter"Elevance Healthreported Q3 results and raised its outlook for FY26Danaherreported Q3 results, provided guidance for Q4, and increased its outlook for FY26UDRreported preliminary Q3 resultsWinnebagoreported Q4 results and provided guidance for FY27INDEXES:The Dow rose 360.21, or 0.69%, to 52,856.09, the Nasdaq gained 278.04, or 1.05%, to 26,702.86, and the S&P 500 advanced 44.60, or 0.58%, to 7,757.17.
SpaceX Reports First Profit, Tesla Merger Proposal Gains Attention
The major averages were higher near noon, supported by upbeat results from SpaceX and Super Micro Computer that revived optimism around AI demand. In addition to the space technology company reporting its first profit as a public company, Elon Musk said a merger with Tesla would be "a good idea," but one that needs to be studied by special committees formed by each of the companies' boards.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:SpaceXreported better-than-expected Q3 results, with the company noting it has 13.6M Starlink consumer subscribers and 11,100 satellites in orbitMeanwhile, Elon Musk said that SpaceX and Teslahave formed committees to consider a possible mergerNetflixreported upbeat Q3 results but provided a lower-than-expected outlook for Q4Abbottreported better-than-expected Q3 earnings and revenue and announced it will separate its global Nutrition business into an independent companyNvidiaintroduced DSX POD, a reference design for completeVera Rubin AI factories built by partners inside modular containers2. WALL STREET CALLS:Netflixcut to Hold at Needham amid decelerating revenue growthNorthrop Grummanupgraded to Outperform at BairdChipotledowngraded to Hold at TD CowenZoom Communicationsupgraded to Outperform at OppenheimerBarclays downgraded Cirrus Logicto Underweight on Applesupply chain concerns3. AROUND THE WEB:Meta'sMuse AI companion surpassed 10 million U.S. downloads within its first 40 days, ranking among just a dozen mobile apps to reach that milestone, TechCrunch saysAkzo Nobelis in early talks to sell its European vehicle refinishing business to secure antitrust approval for its planned $19B merger with Axalta, WSJ reportseBayplans to cut about 9% of its workforce to simplify operations and redirect resources toward faster-growing areas, following 6% layoffs in February, Reuters saysSnowcap Research announced a short position in Arlo TechnologiesApplehas capped iPhone Duo orders at two per customer across multiple markets to curb scalping after strong pre-order demand pushed delivery dates into January 2027 within minutes of launch, 9to5Mac reports4. MOVERS:Super Microgains after the company raised its Q1 revenue viewApplied Digitalincreases after Roth Capital reinstated coverage of the stock with a Buy ratingRoivanthigher in New York after announcing its CLARITY-1 and CLARITY-2 trials met its primary endpointsAT&Tlower after reporting Q3 results and raising its outlook for FY26Pegasystemsfalls after reporting Q3 results5. EARNINGS/GUIDANCE:Thermo Fisherreported Q3 results and raised its guidance for FY26, with CEO Marc Casper calling it "another excellent quarter"Elevance Healthreported Q3 results and raised its outlook for FY26Danaherreported Q3 results, provided guidance for Q4, and increased its outlook for FY26UDRreported preliminary Q3 resultsWinnebagoreported Q4 results and provided guidance for FY27INDEXES:Near midday, the Dow was up 147.24, or 0.28%, to 52,643.12, the Nasdaq was up 300.07, or 1.14%, to 26,724.88, and the S&P 500 was up 41.41, or 0.54%, to 7,753.98.
Soluna Holdings Partners with Applied Digital to Develop 50 MW Data Center
Soluna Holdings (SLNH) announced that it has entered into a definitive agreement to form a jointly owned company with Applied Digital Corporation (APLD) to develop a planned 50 MW critical IT data center for AI and HPC at Project Dorothy 3, Soluna's development site near Silverton Texas and the Briscoe Wind Farm. Under the Transaction Agreement, Soluna is expected to contribute a portion of the Dorothy 3 site, including land and power-related project assets, to the Project Company, and Applied is expected to provide capital to support the development of the Project. Following the closing of the transactions contemplated by the Transaction Agreement, Applied is expected to hold a 51% interest in the Project Company, and Soluna is expected to hold the remaining 49% interest. The closing of the transactions contemplated by the Transaction Agreement is subject to the satisfaction of certain conditions precedent, including the approval of a tax abatement for the Project in Briscoe County, Texas, receipt of title policies, obtaining certain corporate approvals, successful negotiation and execution of the operating agreement for the Project Company, definitive leases, power agreements and other definitive agreements, and other customary conditions. The transactions are expected to close by the end of the calendar year. Dorothy 3 is a planned AI data center co-located with Briscoe Wind, a 150 MW wind farm in Briscoe County, Texas, near Soluna's Dorothy 1 and Dorothy 2 projects. Subject to definitive documentation, Phase 1 of Dorothy 3 is expected to draw power from both Briscoe Wind and the grid. ChronoScale Holdings Corporation (CHRN), an accelerated compute platform purpose-built to support demanding AI workloads and a publicly-traded company majority-owned by Applied, has signed a non-binding letter of intent to lease the planned facility. The lease remains subject to the negotiation and execution of definitive documentation, and there can be no assurance that a definitive lease will be entered into on the terms contemplated by the letter of intent, or at all.
Stock Futures Lower as Oil Prices and Treasury Yields Rise
Stock futures are lower as a renewed jump in oil prices and Treasury yields revives inflation concerns. Brent crude jumped nearly 5% to above $105 a barrel, while WTI climbed toward $93 as concerns over renewed U.S.-Iran military action increased. The 10-year Treasury yield rose to around 5.34%, near its highest level since 2002, putting additional pressure on equities, particularly high-valuation technology stocks.The broader setup is increasingly a tug-of-war between strong expected earnings and deteriorating macro conditions. LSEG expects S&P 500 earnings to rise 30.6% in the third quarter, but the market is confronting a 10-year yield near 5.35%, oil above $100 and a Fed that still expects at least one more rate hike this year.In pre-market trading, S&P 500 futures fell 0.41%, Nasdaq futures fell 0.68% and Dow futures fell 0.68%.Check out this morning's top movers from around Wall Street, compiled by The Fly.HIGHER -Haemoneticsup 17% after disclosing its entry into a non-exclusive supply agreement with CSL PlasmaWolfspeedup 16% after receiving a conditional loan commitment letter from the U.S. Department of War for up to $1.5B of long-term financingPalantirup 2% after Goldman Sachs upgraded the stock to Buy with a $230 price targetUP AFTER EARNINGS -Helen of Troyup 13%PepsiCoup 1%Applied Digitalup 1%DOWN AFTER EARNINGS -AngioDynamicsdown 2%Levi Straussdown 2%Tilraydown 1%
S&P 500 Ends Three-Day Gain as 10-Year Treasury Yield Hits New High
S&P 500 broke a string of three consecutive gaining sessions, backing away from yesterday's record highs. Investors took greater caution as the yield on the 10-year Treasury note hit a fresh 24-year high of 5.36% before relatively strong demand in today's 10-year auction drove that rate back down to 5.28%, driving some relief into the equity space.Healthcare was the best-performing sector in the S&P 500 on Wednesday while Basic Materials and Industrials were the two worst areas of the market. Precious metals stocks were also weighed down by multi-week lows in Gold and Silver prices. Tech was mixed again, with profit-taking among some of the biggest cybersecurity names that had seen record highs overnight, as Palo Alto Networksfell 3% and CrowdStrikefell 5% . Computer hardware names were generally higher however, paced by 4% gains in Everpure. Also of note, Micronrebounded to post 4% gains after opening the day 3% lower due to labor action in Taiwan.Check out this evening's top movers from around Wall Street, compiled by The Fly.HIGHER AFTER EARNINGS -Applied Digitalup 4.1%Richardson Electronicsup 1.8%ALSO HIGHER -Wolfspeedup 20.8% after announcing a $1.5B 30-year loan from Department of WarvTv Therapeuticsup 5.5% after securing Orphan Drug Designation for HPPDLattice Semiconductorup 2.0% after announcing Arm collaboration on AI data center infrastructureDOWN AFTER EARNINGS -Resources Connectiondown 12.6%Levi Straussdown 1.6%ALSO LOWER -MicroVision.down 7.2% after FY26 outlookONE Gasdown 1.4% after downgrade to Hold at JefferiesCostco Wholesaledown 0.3% after September SSS data
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