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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 and rapid growth in its AI/compute business are driving attention, with traders cheering the shift toward AI and the companys growth outlook. Others question the valuation and heavy spending, while discussion of a possible Tesla merger remains speculative, with no deal agreed.

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 softer fourth-quarter outlook and reduced advertising and free-cash-flow forecasts overshadowed an earnings beat, sparking a sharp selloff. Traders are split between concerns about slowing growth and streaming competition and views that the reaction is overdone given the companys profitability and buybacks.

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 sales and gross-margin outlook above expectations, citing stronger AI-platform demand, driving a strong rally and speculation about short covering. Bulls see evidence of accelerating demand and improving profitability, while skeptics are waiting for the full results to confirm execution, margins, and cash flow.

GE Aerospace is an American aircraft company, which engages in the provision of jet and turboprop engines, as well as integrated systems for commercial, military, business, and general aviation aircraft. The firm's portfolio of brands includes Avio Aero, Unison, GE Additive, and Dowty Propellers. It operates through the following segments: Commercial Engines and Services, Defense and Propulsion Technologies, and Corporate and Other. The Commercial Engines and Services segment is involved in the design, development, manufacturing, and servicing of jet engines for commercial airframes, as well as business aviation and aeroderivative applications. The Defense and Propulsion Technologies segment offers defense engines and critical aircraft systems. The Corporate and Other segment relates to corporate functions and operations costs. The company was founded by Thomas Alva Edison in 1878 and is headquartered in Evendale, OH.

GE Aerospace

GE is selling off despite beating quarterly estimates and raising its outlook, as traders focus on cost pressures, weaker cash conversion, and supply-chain constraints. The community is split between dip buyers citing strong demand and backlog and skeptics pointing to repeated post-earnings declines and concerns about whether growth will translate into returns.

Corning, Inc. engages in the provision of glass for notebook computers, flat panel desktop monitors, display televisions, and other information display applications, carrier network and enterprise network products for the telecommunications industry, ceramic substrates for gasoline and diesel engines in automotive and heavy-duty vehicle markets, laboratory products for the scientific community and polymer products for biotechnology applications, optical materials for the semiconductor industry and the scientific community, and polycrystalline silicon products and other technologies. It operates through the following segments: Optical Communications, Display, Specialty Materials, Automotive, and Life Sciences. The Optical Communications segment is classified into two main product groupings: carrier and enterprise network. The carrier network group consists of products and solutions for optical-based communications infrastructure for services such as video, data, and voice communications. The enterprise network group consists primarily of optical-based communication networks sold to businesses, governments, and individuals for their own use. The Display Technologies segment manufactures glass substrates for flat panel displays, including organic light-emitting diodes and liquid crystal displays that are used primarily in televisions, notebook computers, desktop monitors, tablets, and handheld devices. The Specialty Materials segment is involved in the manufacture of products that provide material formulations for glass, glass ceramics and crystals, and precision metrology instruments and software. The Automotive segment manufactures ceramic substrates and filter products for emissions control in mobile applications around the world as well as technical glass and optic products and solutions for the interior and exterior of vehicles. The Life Sciences segment develops, manufactures, and supplies laboratory products. The company was founded by Amory Houghton Sr. in 1851 and is headquartered in Corning, NY.

Corning, Inc.

Cornings announced at-the-market share-sale program has fueled dilution concerns and a sharp, volatile pullback. Bulls counter that the financing can support capacity expansion and that AI data-center connectivity demand and large fiber-supply agreements underpin the longer-term case.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co

Disneys recent rebound and attempt to clear technical resistance are drawing attention, with traders positioning for further gains ahead of its scheduled earnings report. Bullish call activity and optimism about the recovery are countered by skepticism that the stock can sustain its move after years of weak performance.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

CEO Paul Pragers comments reaffirming strong demand for future power capacity and progress on TeraWulfs AI data-center buildout have fueled renewed interest, with traders also emphasizing the companys power-and-hosting model versus GPU-owning neoclouds. The sharp rebound has drawn bullish calls that the selloff was overdone, while skeptics question whether financing, delivery, and follow-through will support a lasting recovery.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstart is drawing attention amid a prolonged selloff and concerns about its debt, funding needs, and sensitivity to elevated rates and credit conditions. Bulls point to the CEOs share purchase, improving originations, and bank-charter prospects, while many traders remain skeptical and debate whether high short interest could amplify a rebound.

Omeros Corp. operates as a biopharmaceutical company, which engages in the research, discovery, development, and commercialization of small-molecule and protein therapeutics targeting immunologic diseases. It also offers orphan indications targeting inflammation, coagulopathies, and disorders of the central nervous system. The company was founded by Gregory A. Demopulos and Pamela Pierce Palmer on June 16, 1994 and is headquartered in Seattle, WA.

Omeros Corporation

Omeros Corp

The CHMP upheld its negative opinion on Omeros European marketing application for YARTEMLEA, prompting concern about the lost EU opportunity and a selloff. Some traders view the reaction as an overreaction and point to U.S. launch demand and upcoming sales results as the key test, while others remain wary about whether U.S. growth can offset the setback.

Kyverna Therapeutics, Inc. is a cell therapy clinical-stage biotechnology company, which engages in the provision of treatments and potential cures for serious autoimmune diseases. The company was founded in June 2018 and is headquartered in Emeryville, CA.

Kyverna Therapeutics Inc.

Kyvernas miv-cel clinical updates are drawing attention, led by positive registrational-trial results in stiff person syndrome and encouraging longer-term data in myasthenia gravis, as the company advances toward an FDA filing. Traders are bullish on the therapys potential but debate the stocks volatile, fading reaction, including concerns about possible dilution and serious adverse events.

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Why Is MCHP Stock Surging Premarket Today? 

Equity

The chipmaker forecast 65% growth in its data center business to nearly $500 million in 2026. 


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<ul class="summary-bullets"><li>Microchip said its dedicated data center business generated $302.7 million in revenue in 2025.</li><li>The company added that its broader data center and computing segment contributes about 18% of total revenue.</li><li>Microchip plans selective price increases across its product portfolio to offset rising supplier and operating costs.&nbsp;</li></ul><p>Microchip Technology (MCHP) is rising premarket on Tuesday after the company&nbsp;disclosed new details about its data center-focused operations, highlighting strong growth expectations as demand for computing infrastructure continues to expand.&nbsp;</p><h2 class="st-heading-2">MCHP’s Strong Revenue And Growth Outlook</h2><p>The Arizona-based semiconductor company said its dedicated data center business generated $302.7 million in revenue during calendar year 2025.&nbsp;</p><p>The company also added that the data center business is on track to approach $500 million in 2026, a 65% expected year-on-year growth.&nbsp;</p><p>Microchip President and CEO Steve Sanghi said the company's broader data center and compute segment accounts for roughly 18% of total revenue. That category includes a range of products such as microcontrollers, analog chips, power-management solutions, timing products, memory offerings, security technologies and client PC-related sales.</p><p>Within that larger segment, the dedicated Data Center Solutions Business Unit focuses exclusively on products designed for server and data center environments.&nbsp;</p><p><a href="https://stocktwits.com/symbol/MCHP">Microchip Technology stock&nbsp;</a>traded over 6% higher in Tuesday’s premarket.&nbsp;</p><h2 class="st-heading-2">MCHP Plans Price Changes&nbsp;</h2><p>Microchip said it plans to raise prices on some products and expects the move to have no impact on its previously issued outlook for the first quarter of fiscal 2027.</p><p>“Having concluded that these cost increases are broad-based and cannot be fully absorbed by us, we have made the decision to implement price increases selectively across our broad product portfolio. We are working on the specifics and will be communicating that to our customers,” said CEO Steve Sanghi.</p><p>He cited rising supplier and operational expenses as the primary reason for the move.&nbsp;</p><h2 class="st-heading-2">Microchip’s&nbsp;Board Change And Investor Events</h2><p>Separately, Microchip appointed Mitch Little, a former senior executive at the company, to its board of directors effective June 1.&nbsp;</p><p>Also, the company is scheduled to address investors at the Bank of America Global Technology Conference on June 2 and the Evercore Global TMT Conference on June 3.</p><h2 class="st-heading-2">What MCHP Retail Traders Are Saying&nbsp;</h2><p>On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory.&nbsp;</p><p>A user&nbsp;<a href="https://stocktwits.com/capitalthinktank/message/655034711">said</a>, “<a href="https://stocktwits.com/symbol/MCHP">$MCHP</a> is quietly turning into a data center growth story,” and added, “What stands out is positioning. Data center and compute is already 18% of total revenue and still expanding. On top of that, they are signaling selective price increases to offset cost pressure, which supports margins if demand holds.”</p><p>Another user&nbsp;<a href="https://stocktwits.com/flychicken1991/message/654888310">said</a>, “Microchip saying the inventory slump is nearing an end while data-center wins build is an early cycle-turn signal.”</p><p>MCHP stock has gained over 43% year-to-date.&nbsp;</p><p>Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/bernie-sanders-big-ai-legislation-anthropic-open-ai-mega-ipo-loom-through-a-one-time-50-tax/cZ0iAJhRewG">Bernie Sanders Wants You To Own Half Of Big AI As Anthropic, OpenAI Mega IPOs Loom: ‘Through A One-Time 50% Tax’</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

The Microchip Technology logo appears on a smartphone screen in this illustration photo in Reno, United States, on December 17, 2024. (Photo by Jaque Silva/NurPhoto via Getty Images)

Microchip Technology (MCHP) is rising premarket on Tuesday after the company&nbsp;disclosed new details about its data center-focused operations, highlighting strong growth expectations as demand for computing infrastructure continues to expand.&nbsp;

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