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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 quarterly results, first reported public-company profit and rapid growth in AI-compute revenue are driving attention, with traders debating whether the AI business justifies the companys heavy spending. Bulls point to the growth and outlook, while skeptics question cash burn, valuation and upcoming share unlocks; Tesla-merger speculation is an additional topic.

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 outlook substantially exceeded expectations, with stronger AI-server demand and improved gross margins driving the rally. Traders largely welcomed the update and speculated about a rerating or short covering, while others questioned whether the unaudited figures and margin gains will hold and flagged execution and cash-flow risks.

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 results and comments about strong compute demand and scarce capacity have lifted sentiment toward Nebius and other AI cloud providers, challenging oversupply concerns. Bulls see support for the AI infrastructure demand thesis, while bears remain focused on financing risks and the sectors sharp selloff.

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 quarterly results beat earnings expectations, but softer forward guidance and a lower advertising outlook drove a sharp post-earnings selloff. Traders are split between buying the dip as an overreaction and expecting further weakness amid slowing growth, ad-execution concerns, and streaming competition.

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 upcoming Q3 report is the main focus, with traders debating whether AI and cloud networking demand and recent AI-RAN partnerships will translate into stronger results. Some expect a positive surprise and a rerating, while others point to the stocks recent weakness and doubt that upbeat AI news will overcome pressure from its legacy telecom business.

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 its scheduled Oct. 28 earnings dominate discussion, with traders focused on whether cloud and AI growth can offset heavy investment spending and cash-flow concerns. Sentiment is split between dip-buyers and bearish traders pointing to persistent underperformance, technical risks, and broader pressure on tech stocks.

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 data-center spending plans, alongside Super Micros sharply higher preliminary sales outlook, fueled discussion of renewed demand for Nvidia hardware and an after-hours rebound; traders also focused on Jensen Huangs GTC Berlin keynote. The reaction is divided, with bullish traders viewing the news as evidence that AI infrastructure spending remains strong while skeptics question its returns and Nvidias ability to sustain momentum.

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

Attention centers on the expected completion of Compass Pathways rolling NDA submission for COMP360, its investigational psilocybin therapy for treatment-resistant depression, and the prospect of an accelerated FDA review. Traders are bullish on the approaching regulatory milestone and potential launch, while others are frustrated by the wait and point to volatile price action, broader biotech weakness, and uncertainty around timing and approval.

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 shares are drawing attention after a sharp, high-volume rebound as traders position around the Phase 3 REGAL trials anticipated 80th survival event and final analysis of GPS in AML. Some speculate about a buyout or imminent data, but those claims are unconfirmed; others caution that the trial outcome remains uncertain and the move has occurred without a confirmed catalyst.

Intuitive Surgical, Inc. engages in the provision of robotic-assisted surgical solutions and invasive care through a comprehensive ecosystem of products and services. Its products include Da Vinci Surgical and Ion Endoluminal systems. The company was founded by Frederic H. Moll, John Gordon Freund, and Robert G. Younge in November 1995 and is headquartered in Sunnyvale, CA.

Intuitive Surgical Inc

Intuitive Surgicals quarterly results beat expectations, but shares sold off as investors focused on a narrower procedure-growth outlook, planned pricing cuts, and a litigation-settlement charge. Traders are split between viewing the decline as an overreaction to solid business growth and seeing the guidance and pricing pressures as reasons for a more cautious outlook.

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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

Bullish 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

DESTINY TECH 100 INC

OpenAI

Fundrise Innovation Fund

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	$44.15
Prev Close	$44.16
Open	$43.70
Dividend Yield	N/A
50-Day Moving Average	$46.25
Beta	N/A
Avg. Volume	99,574.49
PE Ratio	N/A

52-Week High	$49.90
52-Week Low	$30.89
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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