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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

Netflix shares are under pressure after its quarterly report paired an earnings beat with softer-than-expected fourth-quarter guidance and a reduced advertising outlook, reinforcing concerns about slowing growth. Traders are split between viewing the selloff as a buying opportunity given the companys profitability and buybacks, and expecting further weakness amid competition and doubts 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 outlook on stronger AI-platform demand and lifted its gross-margin forecast, triggering a rally and bullish talk of a short squeeze. Traders welcomed the stronger figures but some remain cautious about execution, cash flow, and whether the full results will confirm the update.

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.

Positive clinical data for Kyvernas miv-cel in stiff person syndrome and generalized myasthenia gravis, alongside progress toward an SPS BLA, is driving attention. Traders are weighing the therapys durability and safety against a sharp, volatile post-data reaction, with some attributing the pullback to profit-taking and potential dilution concerns.

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The AI Buildout Runs on Power and Cooling. Bitzero Just Deepened Its Bench With Vertiv.

The AI Buildout Runs on Power and Cooling. Bitzero Just Deepened Its Bench With Vertiv. The AI Buildout Runs on Power and Cooling. Bitzero Just Deepened Its Bench With Vertiv. PR Newswire NEW YORK, Aug. 4, 2026 Issued on behalf of Bitzero Holdings Inc. (Nasdaq: AIBZ)NEW YORK, Aug. 4, 2026...

'Mr. Wonderful' Kevin O'Leary Dumps Altcoins, Says Energy Stocks Have Replaced Crypto As Top Bet

Cryptocurrency

O'Leary said Bitzero was one of his favorite crypto-adjacent bets, adding that owning power, land and fiber is more important than whether the customers are AI firms or Bitcoin miners.


12 Information Technology Stocks Moving In Wednesday's Pre-Market Session

Gainers

Wetouch Tech (NASDAQ:WETH) stock increased by 8.2% to $1.32 during Wednesday's pre-market session. The market value of their outstanding shares is at $14.5 million.
Bitzero Holdings (NASDAQ:AIBZ) sharesread more...

The Bottleneck Behind the AI Boom Has Quietly Shifted From Chips to Power

The Bottleneck Behind the AI Boom Has Quietly Shifted From Chips to Power The Bottleneck Behind the AI Boom Has Quietly Shifted From Chips to Power PR Newswire NEW YORK, June 23, 2026 FN Media Group Presents Oilprice.com Market CommentaryNEW YORK, June 23, 2026 /PRNewswire/ --Two and a half years...

The New Safe Haven Isn't Gold, It's Electricity

The New Safe Haven Isn't Gold, It's Electricity The New Safe Haven Isn't Gold, It's Electricity PR Newswire NEW YORK, June 19, 2026 FN Media Group Presents Oilprice.com Market CommentaryNEW YORK, June 19, 2026 /PRNewswire/ --The U.S. dollar is crackingand the market knows it. After years of...

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Bitzero Holdings Inc.

Bitzero Holdings, Inc. engages in providing IT energy infrastructure and power for data centers. It focuses on data center development, Bitcoin mining, and obtaining strategic data center hosting partnerships. It operates data centers located in Namsskogan, and Røyrvik, Norway, Finland, and North Dakota, U.S.A. The company was founded on October 20, 2025 and is headquartered in Vancouver, Canada.

Extremely Bullish Sentiment

<ul class="summary-bullets"><li>Kevin O’Leary said he has sold all 27 of his altcoin positions, saying Bitcoin, Ethereum and USDC are the only crypto assets that still matter institutionally.</li><li>The Shark Tank investor now says power infrastructure companies are his highest conviction investment, pointing to growing demand from both the AI and Bitcoin industries.</li><li>He dismissed most altcoins as “poo poo coins,” comparing the overall crypto hype cycle to the boom and bust of NFTs and other speculative fads.</li></ul>Mr. Wonderful Kevin O’Leary has sold all of his altcoin holdings and has called the wider crypto hype a fad, and said that energy infrastructure stocks are now his top investment bet.O’Leary, who is an investor on Shark Tank,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=LMoNg5t43tE">said</a> earlier this week on the Money Rehab podcast that the investment to beat everything in his portfolio was not crypto but pure power infrastructure. "I actually think the play that will outperform will be just pure power. If you invest in power infrastructure, that's turbine manufacturers, transmission manufacturers, companies that are aggregating power contracts from nuclear and hydro," he said.His best crypto-adjacent investment was Bitzero (AIBZ), a firm that provided power to hyperscalers whether clients used it for AI or Bitcoin, he said. "They just have power, land, fiber, and a permit. They don't care. It's a hyperscaler. It's AI or Bitcoin," he added.<a href="https://stocktwits.com/symbol/AIBZ">AIBZ stock</a> closed down over 3% on Friday. On Stocktwits, the retail sentiment around AIBZ remained in the ‘bearish’ zone, while chatter around it shifted to ‘high’ from ‘normal’ over the past day.<h2 class="st-heading-2">From Labubu To Poo Poo Coins</h2>O'Leary also compared the crypto hype to "just another labooboo" and dismissed much of the market as a non-fungible token, or "NFT moment" that has run its course.He said that the last time he appeared on the show, he had carried a Labubu on his bag. This time, it was gone. "The Labubu was no longer with me. It died a tragic death," he said. His altcoin portfolio met a similar fate, he said.The billionaire investor revealed he sold all 27 of his altcoin holdings, describing them as “poo poo coins,” after an unnamed institutional analyst showed that two assets, Bitcoin (BTC) and Ethereum (ETH), constituted 97% of the crypto market’s volatility. Others are poopoo. And he was right. “The rest are poopoo. And he was right. And all the poopoo coins collapsed," O'Leary said, adding that it was "diarrhea in crypto" and "all over the floor."He said he consolidated into just three holdings, including Bitcoin, Ethereum, and Circle's (CRCL) dollar-pegged stablecoin, USD Coin (USDC). His overall crypto portfolio weighting dropped from a peak of 24% to 14%, partly from price declines and partly from deliberate trimming.<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> was trading flat over the past 24 hours. On Stocktwits, the retail sentiment around BTC remained in the ‘bearish’ zone, while chatter around it shifted to ‘normal’ from ‘low’ over the past day.<h2 class="st-heading-2">Not The First Poo Poo Coins</h2>O'Leary's comments echoed comments he made earlier this year, when he said the crypto correction had&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/shark-tank-kevin-o-leary-says-bitcoin-crash-cleared-out-poo-poo-coins/cZRW7xKR4Mo">cleared out the "poo poo" coins</a> and left Bitcoin and Ethereum as the only institutional focus. The difference this time is that even those two assets are no longer his top bet, but power is.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/a16z-marc-andreessen-clarity-act-kill-shot/cZ86dikRJ50">a16z’s Marc Andreessen Calls Proposed Developer Liability Rule In The CLARITY Act A 'Kill Shot To The Industry'</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Kevin O'Leary visits "Outnumbered" at Fox News Channel Studios on April 18, 2024 in New York City. (Photo by Roy Rochlin/Getty Images)

O'Leary said Bitzero was one of his favorite crypto-adjacent bets, adding that owning power, land and fiber is more important than whether the customers are AI firms or Bitcoin miners.

Circle

USD Coin

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	$3.04
Prev Close	$2.95
Open	$2.94
Dividend Yield	N/A
50-Day Moving Average	$4.61
Beta	0.00
Avg. Volume	348,640.38
PE Ratio	N/A

52-Week High	$10.25
52-Week Low	$1.94
Market Capitalization	$186.73M
EPS (Annual)	-$3.53
Price to Book	2.64
Revenue Per Employee	N/A

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