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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

SpaceX is drawing attention after a strong quarterly report and rapid growth in its AI-compute business prompted bullish reactions and analyst upgrades. Traders are weighing that growth against heavy capital spending and an upcoming share unlock, while a possible Tesla merger remains speculative.

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

Netflix sold off after its earnings update despite a profit beat, as softer revenue and margin guidance and a reduced advertising outlook raised concerns about slowing growth and ad execution. Traders are divided between viewing the decline as an overreaction and expecting further weakness amid competition and content concerns.

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

SELLAS is drawing attention as traders position around the anticipated 80th-event milestone and final survival analysis for its Phase 3 REGAL trial of GPS in AML; the companys last disclosed count was 78 events. Bulls interpret the extended wait as potentially encouraging and speculate about a squeeze or buyout, while skeptics stress that neither the milestone nor favorable results have been confirmed.

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 fiscal first-quarter update sharply raised its revenue outlook and gross-margin guidance, citing stronger AI-platform demand, driving a sharp after-hours rally. Many traders welcomed the figures and anticipated short covering, while others questioned whether margins, cash flow and execution can sustain the improvement and whether the stock can hold its gains.

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 A

Alphabet Inc Class A

Alphabets weak, range-bound trading and upcoming earnings are focusing attention on whether cloud and AI growth can justify heavy infrastructure spending. Traders are split between viewing the pullback as a buying opportunity and worrying about capex, competition, and poor price action; quantum-computing news also draws interest but has not clearly shifted the debate.

AT&T, Inc. is a holding company, which engages in the provision of telecommunications and technology services. It operates through the Communications and Latin America segments. The Communications segment offers wireless, wireline telecom, and broadband services to businesses and consumers located in the US and businesses globally. The Latin America segment provides wireless services and equipment in Mexico. The company was founded in 1983 and is headquartered in Dallas, TX.

AT&T, Inc.

AT&T Inc

SpaceXs planned acquisition of low-band spectrum to expand Starlink Mobile has driven concerns about future competition, weighing on AT&T alongside other major carriers. Traders are split between seeing a lasting threat to wireless pricing and viewing the selloff as an overreaction given the years of investment and infrastructure needed to compete; many are buying the dip for AT&Ts fiber business and dividend.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokias AI-RAN call on T-Mobiles live commercial network, alongside its NVIDIA partnership and a planned SoftBank trial, is fueling interest in its push into AI infrastructure. Traders are weighing that progress against whether AI and cloud orders can translate into revenue and profits, with earnings seen as a key test amid recent share-price weakness.

Alphabet Inc - Ordinary Shares - Class C

Alphabets upcoming earnings are the main focus, with traders debating whether strong Cloud and AI demand can justify heavy AI infrastructure spending and deliver returns. Some expect results or Gemini developments to lift the shares, while others worry about rising capex and continued weakness near resistance.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

Attention centers on TG Therapeutics MS conference data, especially preliminary azer-cel Phase 1 findings in progressive MS that traders describe as showing disability improvements and encouraging safety in a small cohort. The reaction is optimistic but tempered by the early, limited evidence, with investors also watching long-term BRIUMVI outcomes and switching data.

Zoom Communications, Inc. engages in the provision of a communications and collaboration platform. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa. The company was founded by Eric S. Yuan in 2011 and is headquartered in San Jose, CA.

Zoom Communications Inc. - Ordinary Shares - Class A

Oppenheimers upgrade of Zoom to Outperform, citing uptake of its AI platform and its shift toward broader communications and workflow services, is drawing attention. Some traders see the upgrade as validation of Zooms growth story, while others remain skeptical about its growth prospects and focus on speculative Anthropic-related upside.

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OSCR Stock Hits 5-Year High: Oscar Sees 'Healthy Tailwinds' In 2026 On Potential Upside To Guidance

Equity

Despite ACA market challenges and exits by Cigna and Aetna, Oscar sees competitor withdrawals as a potential opportunity for growth in 2027.

Neutral Sentiment

<ul class="summary-bullets"><li>CFO Scott Blackley said that 2026 is off to a "very strong start," with membership tracking as expected and May utilization better than feared.</li><li>Oscar's final 2025 Wakely report came in $130 million favorable to first-quarter accruals.</li><li>Blackley said he has yet to see the negative industry trends many expected for the 2026 ACA market.</li></ul>Shares of Oscar Health (OSCR) surged to a five-year high on Monday after the insurer cited "healthy tailwinds" across its business and suggested that favorable industry trends could drive upside this year.<a href="https://stocktwits.com/symbol/OSCR">OSCR stock</a> jumped 12% on Monday, logging its third straight session of gains.&nbsp;<h2 class="st-heading-2">OSCR 'Healthy Tailwinds' Drive 2026 Outlook</h2>CFO Scott Blackley said at the Goldman Sachs Global Healthcare Conference on Monday that 2026 is off to a "very strong start," with membership tracking as expected and May healthcare utilization running better than feared. He also said that Oscar's final 2025 Wakely report came in $130 million favorable to first-quarter accruals."Behind that affirmation of our current guidance, we do see some pretty healthy tailwinds in the performance of the company," Blackley said. The company is awaiting the first 2026 Wakely report, due later this month. Blackley said that early industry data suggest market morbidity, a key measure of the health risk profile of insured members, is likely to come in below expectations."If indeed we see that market morbidity come in favorable, as the Wakely early report had suggested, that gives us an opportunity for some upside for the year," Blackley said. "I keep looking for some piece of bad news about 2026 market morbidity, and at this point, just haven't seen any."<h2 class="st-heading-2">OSCR’s Strong Results Despite Industry Challenges</h2>Oscar's upbeat comments come on the back of a strong first quarter, with earnings per share (EPS) of $2.07 beating estimates of $1.10. Revenue came in at $4.65 billion versus estimates of $4.92 billion, while adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) hit $727 million. Membership grew 56% from a year ago to 3.17 million, while the medical loss ratio improved to 70.5% from 75.4%.&nbsp;Oscar's optimism comes amid ongoing challenges in the Affordable Care Act market after the phaseout of enhanced federal subsidies. Insurers have warned that rising premiums could push healthier members out of the market, leading to higher healthcare costs and lower enrollment. The pressure has already prompted some carriers to retreat. The Cigna Group recently announced plans to exit the ACA market in 2027, while Aetna exited at the start of 2026 after years of losses.Blackley acknowledged expectations that the ACA market could contract by 20% to 30% this year but also pointed to competitor withdrawals as a potential growth opportunity. "There are some carrier exits this year. We have a pretty good overlap with the markets where those carriers are, that gives us an opportunity for 2027," Blackley said.<h2 class="st-heading-2">How Do Retail Traders Feel About OSCR?</h2>On Stocktwits, retail sentiment for OSCR was ‘extremely bullish’ amid a 1,283% surge in 24-hour message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/oscr_ss_png_830ad74b65.webp" alt="oscr ss.png" width="972" height="131"><figcaption>OSCR sentiment and message volume as of June 8 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/FibonacciTrader_/message/655815088">noted</a> a “Textbook weekly base breakout in play.” They also added: “Price showing strong relative strength over the last few sessions-this isn’t just noise, buyers are stepping in.”&nbsp;<stembedurl>https://stocktwits.com/FibonacciTrader_/message/655815088</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/DeepCapital1/message/655796524">said</a>, “Let $OSCR be a lesson. One of the biggest mistakes investors make is selling a breakout winner because they expect a cheaper re-entry that never comes.”<stembedurl>https://stocktwits.com/DeepCapital1/message/655796524</stembedurl>OSCR stock has jumped 78% over the past year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-mltx-stock-rise-after-hours-today/cZ0xH6bR7b3">Why Did MLTX Stock Rise After-Hours Today?&nbsp;</a>

In this photo illustration, the logo of Oscar Health, Inc. is displayed on a smartphone screen on May 04, 2025, in Chongqing, China.  (Photo illustration by Cheng Xin/Getty Images)

Aetna Inc.

Cigna Corp.

Oscar Health Inc - Ordinary Shares - Class A

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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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Drop a comment with when you expect the first cut/hike to be.

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