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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 strong Q3 results and rapid growth in its AI compute business are driving attention, alongside plans for a major capacity buildout. Many traders welcomed the results and speculated about further gains, while skeptics questioned whether the growth can justify the spending, cash burn, and valuation; Tesla merger talk is a secondary topic.

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 earnings beat expectations, but softer fourth-quarter guidance, slowing revenue growth and a lower advertising outlook drove a sharp selloff. Traders are split between viewing the drop as a buying opportunity and worrying that competition and weaker growth prospects could keep pressuring the stock.

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 outlook and improved its gross-margin forecast, citing stronger demand for AI platforms and servers. Traders largely welcomed the update and discussed a possible short squeeze, while some questioned whether the company can sustain margins and convert the growth into cash flow.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

Anktivas expanded FDA approval for papillary-only bladder cancer, alongside discussion of its clinical data, is driving attention. The sharp pullback after the approval has bulls blaming a sell-the-news move and short selling, while skeptics point to valuation, competition and the need for stronger sales; traders are also watching for BCG-naive trial results and quarterly revenue updates.

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 on strong future power demand, on-schedule data-center delivery, and WULFs powered-shell model have helped drive renewed interest alongside a high-volume rebound after a sector selloff. Bulls see the model as distinct from GPU-owning neoclouds, while skeptics say financing, execution, and lasting follow-through remain unproven.

Zcash is a privacy-focused cryptocurrency that uses trustless zero-knowledge proofs to enable fully encrypted transactions while maintaining blockchain transparency and security. It was the first cryptocurrency to implement zero-knowledge encryption for private peer-to-peer payments, addressing the fundamental privacy gap in traditional cryptocurrencies that expose transaction details publicly.   With a fixed supply of 21 million ZEC and a halving schedule similar to Bitcoin, Zcash allows users to prove transactions are valid without revealing sensitive information like wallet balances, transaction amounts, or participant identities, making it suitable for everyday payments, long-term savings, and cross-border money transfers where financial confidentiality matters.  The protocol operates on its own blockchain currently using Proof-of-Work consensus, though it's evolving toward Proof-of-Stake through the planned "Crosslink" upgrade to enhance security, scalability, and energy efficiency. Zcash employs trustless zero-knowledge proofs (Halo) within its Orchard shielded pool to verify transactions without revealing sender, receiver, or amount information.   Users can choose between transparent public transactions and shielded private transactions through Unified Addresses, which work with both types. The network is faster and cheaper than Bitcoin, with new blocks mined every 75 seconds and transaction fees typically just a fraction of a cent. Privacy adoption has surged in 2025, with over 30% of total ZEC supply now held in fully shielded pools.  Zcash was created by a group of scientists in 2013 who initially proposed Zerocoin as a privacy extension to Bitcoin before building a standalone protocol. The ecosystem operates with a self-funded development model where block rewards support independent teams through the Zcash Community Grants Committee and a new Coinholder-Controlled Fund.

Zcash

Zcashs sharp rally and volatile pullback are driving attention, with traders linking renewed interest to its privacy-coin narrative, claims of capital rotating from Bitcoin and Ethereum, and attention from the Winklevosses and Cypherpunk. Bulls see dip buying and further momentum, while skeptics call the surge unsustainable and warn of more downside.

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 results and reported plans for heavy AI infrastructure spending are being treated as a near-term tailwind for Nvidia, with traders also pointing to Super Micros stronger revenue outlook as evidence of continuing AI hardware demand. The bullish reaction is tempered by concerns that elevated AI capital spending may not generate adequate returns and that the recent chip-stock rebound may fade.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Metas Q3 earnings are the dominant catalyst, with traders focused on AI and data-center spending guidance and whether new AI tools can generate returns. Bulls see continued investment supporting AI demand, while bears worry about costs, weak monetization, and pressure on margins and cash flow as shares sell off into the report.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

COIN is drawing attention for volatile trading and perceived underperformance versus Bitcoin: traders complain it often lags crypto rallies while falling sharply when sentiment weakens. The Q3 earnings report is another focus, with debate over whether trading activity and newer business lines can support results or whether the stocks weakness will continue.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MSCIs new index-eligibility rules have raised concern that Strategy could be excluded, prompting debate over potential passive-fund selling; exclusion is not yet confirmed. Traders are divided between buying the selloff and warning that index pressure, Bitcoin weakness, and share dilution could weigh on MSTR.

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Akamai Technologies (AKAM) Surpasses Market Returns: Some Facts Worth Knowing

Akamai Technologies (AKAM) concluded the recent trading session at $89.63, signifying a +2.73% move from its prior day's close.

AKAM vs. ANET: Which AI Infrastructure Stock is the Better Buy Now?

Akamai and Arista are tapping into the AI infrastructure boom, but differences in growth prospects, profitability and valuation could shape which stock has the edge.

Can Akamai's Expanding Cloud Business Boost Its Competitive Edge?

AKAM is expanding its cloud computing business as AI demand grows, with specialized GPU infrastructure and cloud-native services attracting enterprise customers across industries.

ASML Q3 Earnings Beat on Strong Upgrade Demand, Revenues Miss

ASML's Q3 2026 earnings beat estimates despite a revenue miss, as AI-driven lithography demand, surging upgrade sales and higher margins fueled growth.

Akamai Technologies (AKAM) Falls More Steeply Than Broader Market: What Investors Need to Know

Akamai Technologies (AKAM) closed the most recent trading day at $99.93, moving 1.69% from the previous trading session.

Akamai Technologies (AKAM) Registers a Bigger Fall Than the Market: Important Facts to Note

In the most recent trading session, Akamai Technologies (AKAM) closed at $104.61, indicating a -3.69% shift from the previous trading day.

Should You Stay Cautious About AKAM Stock Despite AI Cloud Momentum?

Akamai's AI cloud momentum and security growth brighten long-term prospects, but margin pressure, delivery weakness and heavy capex warrant caution.

BEKE vs. AKAM: Which Stock Is the Better Value Option?

Why Akamai Technologies (AKAM) Dipped More Than Broader Market Today

Akamai Technologies (AKAM) reached $106.35 at the closing of the latest trading day, reflecting a -1.94% change compared to its last close.

Post-Quantum Security Market Forecast to Grow 46% a Year to 2030

Post-Quantum Security Market Forecast to Grow 46% a Year to 2030 Post-Quantum Security Market Forecast to Grow 46% a Year to 2030PR NewswireVANCOUVER, BC, Sept. 30, 2026VANCOUVER, BC, Sept. 30, 2026 /PRNewswire/ -- American News GroupNews Commentary- The encryption protecting today's data has a...

Akamai Technologies, Inc. is the cybersecurity and cloud computing company that powers and protects business online. The market security solutions, superior threat intelligence, and global operations team provide defense in depth to safeguard enterprise data and applications everywhere. The firm full-stack cloud computing solutions deliver performance and affordability on the world’s most distributed platform. The global enterprises trust Akamai to provide the industry reliability, scale, and expertise they need to grow their business with confidence. The company was founded by Frank T. Leighton, Jonathan Seelig, Randall S. Kaplan, and Daniel M. Lewin on August 20, 1998 and is headquartered in Cambridge, MA.

Akamai Technologies Inc

AKAM’s $11.6B Anthropic Deal Has Wall Street Rethinking The Stock — What Analysts See

Equity

Bearish Sentiment

<ul class="summary-bullets"><li>Morgan Stanley expects Akamai’s revenue growth to reach about 16%, up from 5% in 2025.</li><li>DA Davidson says demand is building across AI workloads, including robotics, voice agents, and real-time video.</li><li>Oppenheimer estimates Akamai could spend about $5.5 billion to build the capacity needed for the deal.</li></ul><p>Akamai Technologies (<a class="mention" data-mention="$AKAM" data-symbol-id="AKAM" href="https://stocktwits.com/symbol/AKAM" target="_blank">AKAM</a>) is drawing strong attention on Wall Street after signing an $11.6 billion deal with frontier artificial intelligence platform Anthropic for additional computing capacity over the next seven years. Shares briefly jumped around 14% in morning trade before paring the gains to about 5% at the time of writing on Friday.</p><h2 class="st-heading-2">Morgan Stanley Sees Faster Growth</h2><p>Morgan Stanley maintained an Overweight rating and a $165 price target on Akamai. The firm said bookings momentum in Cloud Infrastructure Services increasingly validates the view that Akamai’s structural growth profile is improving.</p><p>Based on management’s expectation that the latest deal could add between $150 million and $300 million in 2027, Morgan Stanley expects Akamai’s revenue growth estimates to rise from 12.5% to about 16%. That compares with 5% revenue growth reported in 2025.</p><h2 class="st-heading-2">DA Davidson Highlights AI Workloads</h2><p>DA Davidson maintained a Buy rating and a $185 price target. The firm said Akamai will provide dedicated cloud computing capacity and related managed support services to support Anthropic’s accelerating CPU workload demands.</p><p>The firm also highlighted Akamai Cloud’s broader applications, including conversational voice agents, robotics and physical AI, real-time virtual world generation and rendering for simulations, and real-time AI video intelligence for CCTV feeds.</p><h2 class="st-heading-2">Oppenheimer Estimates $5.5B CapEx</h2><p>Oppenheimer maintained an Outperform rating and a $180 price target. The firm estimates that Anthropic’s roughly $1.7 billion contracted run-rate implies about 77 megawatts of capacity, based on an average of about $22 million in annual revenue per megawatt.</p><p>That would put Akamai’s planned $5.5 billion capital expenditure build at about $70 million per megawatt. Oppenheimer said the $1.7 billion memory pre-buy accounts for part of that build, with the remaining capital spending estimated at about $3.8 billion.</p><h2 class="st-heading-2">UBS, RBC Raise Their Targets</h2><p>UBS raised its price target on Akamai to $148 from $143 while maintaining a Neutral rating.</p><p>RBC Capital kept its Sector Perform rating and $135 price target. The firm called Cloud Infrastructure Services momentum encouraging, saying the Anthropic agreement further validates Akamai’s AI infrastructure strategy and meaningfully expands its addressable opportunity.</p><p>RBC also said the deal is boosting its revenue and capital expenditure estimates based on the agreement's economics and continued sales execution, while adding that the risk-reward on the stock looks balanced.</p><h2 class="st-heading-2">Guggenheim Sees $20B Potential</h2><p>Guggenheim raised its price target to $225 from $190 and maintained a Buy rating. The firm said Akamai’s relationship with Anthropic now includes $11.6 billion of contractual commitments.</p><h2 class="st-heading-2"><a class="mention" data-mention="$AKAM" data-symbol-id="AKAM" href="https://stocktwits.com/symbol/AKAM" target="_blank">AKAM</a> Stock: Stocktwits Retail Views</h2><p>On Stocktwits, retail sentiment for <a class="mention" data-mention="$AKAM" data-symbol-id="AKAM" href="https://stocktwits.com/symbol/AKAM" target="_blank">AKAM</a> improved to ‘extremely bullish’ from ‘bullish’ in the past 24 hours, while message volume was ‘extremely high.’</p><p><a class="mention" data-mention="$AKAM" data-symbol-id="AKAM" href="https://stocktwits.com/symbol/AKAM" target="_blank">AKAM</a> stock has gained over 30% year-to-date.&nbsp;</p><p>Also Read:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crwd-stock-slips-us-department-of-justice-reportedly-closes-investigation-of-crowd-strike-deals/cZMO196RBOk">CRWD Stock Slips: US Department Of Justice Reportedly Closes Investigation Of CrowdStrike Deals</a>&nbsp;</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In this photo illustration, the Akamai Technologies logo is seen displayed on a smartphone screen

Morgan Stanley expects Akamai’s revenue growth to reach about 16%, up from 5% in 2025.

Analysts see the AI infrastructure deal accelerating Akamai’s growth, while the company ramps up spending to meet Anthropic’s computing demand.

Anthropic

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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.

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	$89.63
Prev Close	$87.25
Open	$88.31
Dividend Yield	0.00%
50-Day Moving Average	$107.72
Beta	1.15
Avg. Volume	5.5M
PE Ratio	32.33

52-Week High	$165.45
52-Week Low	$70.82
Market Capitalization	$12.88B
EPS (Annual)	$3.07
Price to Book	2.71
Revenue Per Employee	$382,561.36

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