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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 stronger-than-expected Q3 results and rapid growth in AI compute revenue drove the post-earnings rally. Bulls welcomed the growth and profitability, while skeptics questioned the heavy capital spending, cash burn, valuation, and ambitious expansion targets.

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 softer forward guidance and a reduced advertising-revenue outlook, prompting concern about slowing growth and execution in its ad business. Traders are split between viewing the selloff as an overreaction and buying opportunity and expecting further downside amid competition and questions about future growth.

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, prompting a largely bullish reaction and talk of renewed momentum. Some traders remain cautious, questioning whether margins, cash flow and execution can sustain the improvement when full results are reported.

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

The Dows relative strength and blue-chip rotation are drawing attention as technology and AI stocks face pressure amid inflation, yield, and oil concerns; traders disagree over whether this reflects healthy rotation or broader market weakness. Earnings and defensive names have helped support the Dow, while others remain cautious about choppy, uneven trading.

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 demand commentary and expansion plans lifted sentiment toward Nebius and other neoclouds, with traders treating the news as evidence that compute demand remains strong. The rebound is debated: some see a recovery or short squeeze, while others view it as a temporary bounce amid persistent concerns about AI infrastructure financing and the sectors recent selloff.

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

Nvidia is drawing attention amid a volatile AI-chip trade: traders linked an after-hours rebound to SpaceXs strong results and continued AI infrastructure spending, alongside Super Micros upbeat sales outlook and Jensen Huangs GTC Berlin keynote. The bullish view sees those developments as evidence of durable demand for Nvidia hardware, while skeptics remain concerned about high AI spending, financing risks and the stocks weak recent performance.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

SpaceXs strong results and Super Micros raised outlook have fueled an AI-related rebound in QQQ and chip stocks, with traders debating whether robust compute demand justifies heavy investment. Some see the news as support for the tech rally, while others remain concerned about AI companies debt, capital spending and returns, and describe QQQs price action as choppy.

Vanguard Index Funds - Vanguard Morningstar Total Stock Market ETF

Vanguard Total Stock Market ETF

Broad-market weakness is drawing attention amid concerns about persistent inflation, rising Treasury yields and rate pressure, alongside fears that heavy AI investment and stretched valuations could expose the market to a correction. Bears warn of broader downside, while long-term investors continue to defend diversified index investing and steady contributions.

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.

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 await the 80th-event milestone and final survival analysis from its Phase 3 REGAL trial of GPS; the previously disclosed event count was 78, and no new result is confirmed in the discussion. The sharp, high-volume rebound has fueled bullish speculation about a catalyst, short squeeze, or buyout, while skeptics stress that the trial outcome and timing remain uncertain.

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Anthropic, OpenAI Said To Be Racing For Public Markets: Reports Of Pre-IPO Moves Tell Very Different Stories

Equity

Anthropic is reportedly meeting investors for its IPO and could launch the share sale as early as next month. OpenAI has reportedly deferred its plans to next year. 


Photonics: The Next Big AI Investment Opportunity?

As AI data centers push the limits of traditional networking, photonics is emerging as a key technology.

Dan Ives Says American AI Tech Is Far Superior To China’s: ‘No One Will Compare From A Model Perspective’

While the launch of Moonshot AI’s Kimi K3 was a “mini DeepSeek moment,” the reality is that OpenAI and Anthropic are “playing a whole different game,” Ives said.


OpenAI Faces Another Blow On Road To IPO: Ailment Forces AGI Chief Fidji Simo To Leave After Less Than A Year

OpenAI has seen a string of high-profile departures in recent months, including Chief Product Officer Kevin Weil and Vice President of Engineering Srinivas Narayanan.


Anthropic Takes First Step Toward In-House AI Chip — Talks With Samsung Underway, Says Report

Artificial intelligence startup Anthropic is in preliminary discussions with Samsung Electronics to manufacture its first in-house server chip as it seeks greater control over its computing infrastructure and skyrocketing costs.

Altimeter’s Brad Gerstner Says Anthropic's Revenue Run Rate Could Triple In 2026 As AI Worries Hit Tech Stocks

The investor, known for his early bets in Meta and Uber, believes Anthropic is gaining ground on OpenAI. 


Anthropic’s Paid Users Reportedly Doubled Ahead Of IPO – Retail Piles Into Proxy Funds

Retail investors are increasingly eyeing exchange-traded and private funds that offer exposure to Anthropic ahead of its potential IPO in the fourth quarter.


Anthropic's IPO Said To Be Coming As Early As October — Here's How To Pick Up A Stake Before It Goes Public

Anthropic is billed as one of the biggest forthcoming IPOs this year.


From SpaceX to xAI: How ETFs Are Packaging Private Assets

ETFs are opening doors to private markets: here's what investors need to know

KraneShares Trust - KraneShares Public-Private AI & Technology ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Anthropic executives are reportedly reassuring critics over its growth strategy, Chinese competition and tensions with the Trump administration.</li><li>Anthropic unveiled Claude Opus 5 on July 21 and OpenAI launched GPT-5.6 on July 24, while Google has yet to launch its much-anticipated Gemini 3.5 Pro model.</li><li>Retail traders are increasingly turning to EFs such as AGIX, VCX, and DXYZ, which hold Anthropic stock, ahead of its mega listing.</li></ul>Anthropic is meeting potential investors to shore up confidence in its initial public offering (IPO) and could launch the share sale in September or early October, The Wall Street Journal reported on Monday, citing people familiar with the matter.As the AI leader moves ahead and rival OpenAI appears to be delaying its IPO, traders are turning to exchange traded funds that offer exposure to its private stocks.Funds such as KraneShares Artificial Intelligence &amp; Technology ETF (AGIX), Fundrise Innovation Fund (VCX), and Destiny Tech 100 Inc (DXYZ) have become popular on Stocktwits of late. The watcher count for AGIX increased a whopping 226% in the last three months, while that for VCX increased 22% and DXYZ increased 11%.To be sure, VCX and DXYZ also have exposure to OpenAI, with developments at both AI companies helping drive momentum in the ETFs.In a separate report on Monday, Bloomberg reported, citing a source, that OpenAI just completed a $7 billion buyback of company shares held by current and former employees. The deal reportedly valued the AI firm at $852 billion.<h2 class="st-heading-2">Anthropic’s IPO Push</h2>In the investor talk, Anthropic executives are said to be reassuring critics about its pace of growth, strategies, and other issues such as the&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/more-pressure-for-open-ai-anthropic-googl-china-latest-ai-sensation-kimi-k3-to-become-open-weight/cZZxB0OR7C0">recent popularity</a> of cheaper AI systems from China and tensions with the Donald Trump administration.Anthropic has recently emerged as the front-runner in that race, but there is also a backlash against the company in Silicon Valley, where many chief executives have grown nervous about its power over the AI ecosystem.The U.S. government briefly banned Anthropic’s Mythos model by foreign entities amid concerns that it could compromise encryption and risk cybersecurity.Still, its lead is being closely watched. The company said in May that its annualized revenue run rate had surpassed $4.7 billion earlier that month.In recent weeks, Anthropic has struck a series of new computing agreements with companies including SpaceX and Google. Usage data indicates that demand for Claude Code and its other products has remained strong, while the company has also experienced intermittent outages this year, according to the Journal.<h2 class="st-heading-2">OpenAI Playing Catch Up</h2>OpenAI has accelerated both its product rollout and enterprise push over the past few months, launching GPT-5.6 in July, merging the Codex coding agent into its ChatGPT desktop app and adding features including multi-repository projects and pull-request reviews.&nbsp;The company also launched ChatGPT Health, expanded its enterprise partner network with a $150 million investment, and introduced a deployment unit through the acquisition of AI consultancy Tomoro.&nbsp;More recently, OpenAI expanded access to its latest models, giving free users GPT-5.6 Luna while improving GPT-5.6 Sol for paid subscribers.Anthropic unveiled Claude Opus 5 on July 21. In contrast, Google has yet to launch its much-anticipated Gemini 3.5 Pro model.<h2 class="st-heading-2">Retail View, Valuation</h2>On Stocktwits, retail sentiment was ‘bearish’ for Anthropic and ‘bullish’ for OpenAI.Anthropic is valued at $1.13 trillion, compared to OpenAI’s private market valuation of $847.96 billion, according to data from Nasdaq Private Market.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-ceo-calls-ai-data-centers-investable-assets-after-partnership-with-wall-street-firms-for-500-b-financing-venture/cZoZSVKRJfp">Nvidia CEO Calls AI Data Centers 'Investable Assets' After Partnership With Wall Street Firms For $500B Financing Venture</a>

The Claude by Anthropic app logo appears on the screen of a smartphone

Anthropic is reportedly meeting investors for its IPO and could launch the share sale as early as next month. OpenAI has reportedly deferred its plans to next year.

KraneShares Trust - KraneShares Artificial Intelligence & Technology ETF

Anthropic

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OpenAI

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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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