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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 have driven attention, alongside Musks ambitious expansion outlook and talk of a possible Tesla merger. Many traders welcomed the results and rallied around the growth story, while others questioned the forecasts, valuation and heavy capital spending.

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 sales and gross-margin outlook came in well above its prior guidance, with the company citing stronger demand for AI platforms. Traders largely welcomed the update as evidence of accelerating AI-server demand and speculated about a short squeeze, while others questioned cash flow, execution and whether the improved margins can hold.

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 profit beat was overshadowed by a softer fourth-quarter outlook, slowing revenue growth and a reduced advertising-revenue forecast. Traders focused on growth and ad-business execution amid streaming competition, while some argued the selloff was excessive given the solid quarter and continued profitability.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

LUNR is drawing attention amid a steep selloff across space stocks, with traders debating whether sector pressure and competition for investor interest from SpaceX are driving the decline or whether company-specific concerns including a recent earnings miss, cash burn and dilutionare weighing more heavily. Some investors are watching for upcoming NASA CLPS milestones and mission updates as potential catalysts, while others remain bearish on the stocks outlook.

TRUMP is a politics-themed digital coin built on the Solana blockchain that uses the brand of Donald Trump to foster a community-driven ecosystem. As a community-focused asset, it is designed to bridge political support with web ownership, operating within the PolitiFi sector to blend political movements with decentralized finance tools. The project's main value proposition lies in its official ties to Donald Trump’s media and business brands, which allows it to provide unique physical utility such as invitations to gala dinners and meetings at Mar-a-Lago.  The token serves as the primary currency for the officially licensed Trump Billionaires Club mobile and web game, where it is used for in-game purchases and unlocking features. By leveraging the Solana blockchain, the project ensures that these in-game actions and token transfers remain fast and cost-effective. The ecosystem remains stable through a programmatic release schedule that introduces new tokens slowly to prevent supply shocks, alongside the use of specialized market makers to maintain consistent liquidity for traders.  Holders can also participate in liquidity sharing by providing their tokens to automated systems to facilitate trading for others, often earning rewards or prizes in return. Beyond digital utility, holding a specific amount of the token is a requirement for attending exclusive real-world events, including VIP parties at Mar-a-Lago. The project is managed by the Trump Meme Team and is linked with Trump Media, with an investor base that includes a wide range of retail buyers and large holders who utilize secure custody services for their assets.

Trump For President

The Official Trump meme coin is drawing attention amid its steep decline from launch highs, with many traders alleging a rug pull and pointing to retail losses; bullish voices counter that it could rebound, while some cite a token unlock as a potential volatility catalyst.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Attention centers on the QualcommArm contract dispute and Judge Noreikas decision on Qualcomms request for a five-year royalty pause; traders note that the jury awarded only nominal damages, but the potential royalty impact remains unresolved. The discussion is split between concern about that legal overhang and hopes for a rebound after a sharp selloff, alongside criticism of Arms valuation.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

The FAAs certification of Boeings 737 MAX 10 is the dominant topic, with bullish traders viewing it as a long-delayed milestone that could unlock deliveries, while skeptics say approval alone wont fix production bottlenecks or improve cash flow. The muted stock reaction has fueled sell the news frustration and sharpened the debate over whether Boeing can turn certification into higher deliveries.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklos steep selloff and repeated lows dominate discussion, with traders pointing to share dilution and founder selling alongside the risks of a pre-revenue reactor developer whose commercialization is still years away. Some see an oversold buying opportunity tied to long-term AI power demand and nuclear-sector potential, but bearish frustration and uncertainty about whether the decline has bottomed are more prominent.

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

TeraWulf CEO Paul Pragers public comments on strong long-term power demand, project execution and the companys powered-shell modelproviding data-center space and power without owning depreciating GPUshave fueled renewed interest and a sharp rebound after a steep selloff. Bulls see the comments as a case for separating WULF from debt-heavy neocloud peers, while skeptics view the move as a relief bounce and remain concerned about financing, execution and broader AI-infrastructure weakness.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuits outlook below expectations despite a quarterly earnings beat, alongside slower customer growth and concerns about AI competition and TurboTax pricing, has driven the discussion. Traders are split between buying the selloff as an overreaction and expecting further weakness as the company works to prove its growth strategy.

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RARE's Fayuvi Approval Spurs Second PRV Sale Worth $203M in a Week

Ultragenyx agrees to sell its Fayuvi-linked PRV for $203 million, marking its second voucher sale in one week and adding non-dilutive funding for rare-disease programs.

Here's Why You Should Add ANRO Stock to Your Portfolio Now

Alto advances its depression drug pipeline, with key 2027 study results ahead for ALTO-207, ALTO-300 and ALTO-100.

Syndax Stock Falls 16% as Phase II Fibrosis Study Misses Primary Goal

SNDX shares plunge 16% as its phase II axatilimab study misses the primary endpoint, prompting the company to abandon development in idiopathic pulmonary fibrosis.

Prime Medicine Stock Rallies Nearly 26% in a Month: Here's Why

PRME shares jump nearly 26% in a month as FDA clearance for PM647 and PM577a's clinical debut advances its gene-editing pipeline.

PMVP Stock Rises 19% in 3 Months: Here's What You Need to Know

PMV Pharmaceuticals gains on promising rezatapopt data in ovarian cancer, FDA support for accelerated approval and a planned 2027 NDA filing.

argenx Meets Primary Endpoint in Phase II Celiac Disease Study

ARGX's FB102 achieves its primary endpoint in a phase II celiac disease study, paving the way for late-stage development despite a nearly 12% stock drop.

EDIT Set to Begin First-in-Human Study in Hypercholesterolemia 

Editas Medicine gains approval to launch the first-in-human phase I/II study of EDIT-401 in Australia, targeting LDL cholesterol through gene editing.

Here's Why You Should Add LPCN Stock to Your Portfolio Now

Lipocine's Tlando royalties, Brlizio's phase III trial and broader pipeline offer multiple potential growth drivers and catalysts.

Ultragenyx to Sell Rare Pediatric Disease PRV for $210M to Boost Cash

RARE enters into an agreement to sell a Rare Pediatric Disease PRV for $210M, adding non-dilutive cash as it advances rare-disease therapies.

ETON Stock Surges 108% in Six Months: Here's What You Need to Know

Eton's sales surge, raised 2026 outlook and expanding rare-disease portfolio are boosting confidence in its growth.

Aldeyra Therapeutics, Inc. is a biotechnology company, which engages in research and development activities related to general business planning, including raising capital. It focuses on the discovery of therapies designed to treat immune-mediated diseases. The company was founded by Thomas A. Jordan and John E. Dowling on August 13, 2004 and is headquartered in Lexington, MA.

Aldeyra Therapeutics Inc

Why Did ALDX Stock Tank 70% Today?

Equity

Neutral Sentiment

<ul class="summary-bullets"><li>FDA said the application has failed to demonstrate efficacy in adequate and well controlled studies in the treatment of signs and symptoms of dry eye disease.</li><li>"Inconsistency of study results raises serious concerns about the reliability and meaningfulness of the positive findings,” the FDA said.</li><li>Aldeyra does not plan to conduct additional trials and will instead request a Type A meeting with the FDA.</li></ul>Shares of Aldeyra Therapeutics Inc. (ALDX) plummeted nearly 70% on Tuesday, after the U.S. Food and Drug Administration issued a complete response letter stating insufficient and inconsistent clinical data for the company’s dry eye treatment.The latest update generated a significant buzz on Stocktwits, with retail sentiment for <a href="https://stocktwits.com/symbol/ALDX">ALDX</a> on flipping to ‘bearish’ from ‘bullish’ a day earlier. Message volumes on the platform were ‘extremely high.’<img src="https://news.stocktwits-cdn.com/ALDX_jpg_da5adae775.webp" alt="ALDX.jpg"><h2 class="st-heading-2">FDA Says&nbsp;Inconsistencies Raises Serious Concerns&nbsp;</h2>Responding to the company’s application for reproxalap, the FDA cited “a lack of substantial evidence consisting of adequate and well-controlled investigations … that the drug product will have the effect it purports or is represented to have under the conditions of use prescribed, recommended, or suggested in its proposed labelling.”The letter also read “the application has failed to demonstrate efficacy in adequate and well controlled studies in the treatment of signs and symptoms of dry eye disease.”&nbsp;The FDA stated “inconsistency of study results raises serious concerns about the reliability and meaningfulness of the positive findings” and that the “totality of evidence from the completed clinical trials does not support the effectiveness of the product.”&nbsp;<h2 class="st-heading-2">What Did The FDA Recommend?</h2>The FDA advised analyzing why certain trials failed and identifying specific patient groups or conditions where reproxalap may be effective. The administration did not recommend conducting additional trials or request submission of additional evidence.As per prior NDA reviews of the drug, no safety or manufacturing concerns were identified, the company added.Aldeyra said that it does not plan to conduct additional trials and will instead request a Type A meeting with the FDA to determine the steps needed for approval.<h2 class="st-heading-2">What Did Stocktwits Users Say?</h2>One user said the FDA’s response essentially means “back to square one” for the company.<stembedurl>https://stocktwits.com/FadG/message/647744708</stembedurl>Another user said the field trial is what&nbsp;“did them in.”<stembedurl>https://stocktwits.com/bobbyhughes611/message/647731037</stembedurl>Year-to-date the stock has declined around 75%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Aldeyra Therapeutics logo is seen displayed on the screen of a tablet. (Photo Illustration by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

The U.S. FDA rejected Aldeyra’s application for a dry eye drug, citing a “lack of substantial evidence.”

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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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