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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

A quarterly earnings beat, rapid growth in AI-compute revenue and an aggressive expansion outlook are driving attention, alongside preliminary discussions of a possible Tesla merger. Many traders are bullish on the growth story and anticipate further gains, while skeptics question the valuation, heavy spending and credibility of Musks ambitious forecasts.

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 update sharply raised its quarterly revenue and gross-margin outlook on stronger AI platform demand, driving a strong after-hours rally. Traders largely welcomed the results as evidence of improving business momentum and a possible short squeeze, while some questioned whether the gains would hold given the companys history of volatility and execution concerns.

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 earnings beat was overshadowed by softer fourth-quarter guidance, slowing revenue growth, and a reduced advertising outlook, prompting a sharp selloff. Traders are split between viewing the decline as an overreaction and expecting further downside amid concerns about growth and competition.

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 drawing attention after beating quarterly expectations and raising its outlook, yet its shares fell as traders focused on weaker cash flow, rising costs, and a loss in its insurance business. The reaction has frustrated bullish holders, while others see the selloff as evidence that strong results were already priced in.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

CELHs move toward and briefly above the $30 level has traders focused on whether the stock can sustain a technical breakout, with some pointing to higher volume and others expecting another rejection. Pepsi buyout talk and hopes around earnings appear in the discussion, but remain speculation rather than 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 Q3 results beat expectations, but shares sold off sharply as traders focused on slower U.S. procedure growth, planned da Vinci pricing cuts, and a one-time antitrust settlement. The community is split between calling the decline an overreaction to solid business growth and seeing the guidance and pricing pressures as reasons for caution.

TOSHI

TOSHI is drawing attention amid a rebound and traders repeated focus on breaking a stubborn resistance level, with technical breakout and short-squeeze hopes driving bullish posts. Others remain cautious, pointing to repeated rejections, weak price action, and sensitivity to Bitcoins direction; talk of a coming announcement or listing remains speculative.

Disc Medicine, Inc. is a clinical-stage biopharmaceutical company, which engages in the discovery, development, and commercialization of treatments for hematologic diseases. It assembles a portfolio of clinical and preclinical product candidates that aim to modify fundamental biological pathways associated with the formation and function of red blood cells, specifically heme biosynthesis and iron homeostasis. The company was founded in October 2017 and is headquartered in Watertown, MA.

Disc Medicine Inc

Disc Medicines shares are drawing attention after bitopertins Phase 3 APOLLO trial met its endpoints and the company priced an upsized public offering. Traders are weighing the stronger regulatory prospects against dilution and potential selling pressure from the financing.

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia, and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Lam Research Corp.

Lam Research is in focus ahead of its quarterly earnings report, with traders watching guidance and semiconductor-equipment demand amid a sharp pullback. The debate is split between buyers treating weakness and support levels as an opportunity and bears concerned about further sector pressure and high expectations.

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 is drawing attention as traders anticipate the Phase 3 REGAL AML trial reaching its 80-event final-analysis trigger; the last disclosed count was 78, and traders are also watching for SLS009 updates. Some interpret the CEOs next chapter remarks and the companys ASH presence as possible buyout or partnership clues, while skeptics note there is no confirmed deal or trial result and view the rally as speculative.

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Ambarella Q2 2027 Earnings Call Transcript

Ambarella (NASDAQ:AMBA) held its second-quarter earnings conference call on Thursday. Below is the complete transcript from the call.
This content is powered by Benzinga APIs. For comprehensive financial data andread more...

Ambarella (AMBA) Q2 Earnings and Revenues Surpass Estimates

Ambarella (AMBA) delivered earnings and revenue surprises of +12.50% and +0.09%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

Ambarella Shares Sink After Q2 Print: What to Know

Here's a detailed look inside the Q2 earnings report from Ambarella.read more...

Ambarella, Inc. engages in the development of low-power system-on-a-chip (SoC), semiconductors, and software for edge artificial intelligence (AI) applications and intelligent automation. The firm's products include video security, advanced driver assistance (ADAS), electronic mirror, drive recorder, driver or cabin monitoring, autonomous driving, and other robotics applications. It operates through the following geographical segments: Taiwan, Asia Pacific, Europe, North America, and United States. The company was founded by Feng Ming Wang and Leslie D. Kohn on January 15, 2004 and is headquartered in Santa Clara, CA.

Ambarella Inc

AMBA Stock Rockets 18% On NXP Buyout Talks For Self-Driving Chip Maker  

Equity

Bullish Sentiment

<ul class="summary-bullets"><li>Talks are ongoing but not guaranteed to succeed—other bidders could reportedly appear, or the discussions could fall apart.</li><li>Adding Ambarella’s specialized image-processing and edge-AI technology would let the Dutch firm offer a more complete package of sensors, processors and software.</li><li>NXP itself has stayed mostly on the sidelines of big acquisitions for years after an earlier attempt to sell the company for $47 billion collapsed over regulatory hurdles.</li></ul><p>Shares of Ambarella (AMBA) jumped nearly 18% on Friday, on track to clock its best day in a month, after reports that NXP Semiconductors (NXPI) is in talks to buy the company.</p><p>Nasdaq-listed shares of NXP, however, fell 5% at the time of writing.</p><h2 class="st-heading-2">The Potential Deal</h2><p>NXP, the Netherlands-based large chipmaker, is discussing an acquisition of Ambarella, the San Francisco-based designer of AI-powered chips used in cameras for self-driving cars and security systems, Financial Times <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/f02ce02b-fa33-49ad-b8c7-81ab5cec3de0?syn-25a6b1a6=1">reported</a>, citing people familiar with the matter.</p><p>Talks are ongoing but not guaranteed to succeed—other bidders could appear, or the discussions could fall apart, the report said. The deal would strengthen NXP’s position supplying chips to carmakers, a segment expected to make up roughly half of the Dutch company’s $15.1 billion in revenue this year, FT noted.</p><p>AMBA was valued at about $3.3 billion before the report. FT did not detail the financial terms of the proposed buyout.</p><h2 class="st-heading-2">Boost For NXP’s Auto Business</h2><p>NXP Semiconductors generated $7.116 billion in revenue from its automotive end market in 2025, accounting for a lion’s share of its total revenue of $12.27 billion. Adding Ambarella’s specialized image-processing and edge-AI technology would let the Dutch firm offer a more complete package of sensors, processors and software that carmakers increasingly demand as vehicles become smarter and more connected.</p><p>Ambarella’s chips excel at running complex AI models directly on the device rather than in the cloud. That capability is critical for real-time camera vision in cars, where split-second decisions matter for safety. The same technology also serves security cameras and industrial systems, giving NXP exposure beyond the auto sector.</p><h2 class="st-heading-2">A Sector On The Move</h2><p>The possible deal comes as semiconductor companies race to consolidate and lock in AI-related assets. In recent months, several multi-billion-dollar transactions have reshaped the industry as chipmakers position themselves for the next wave of artificial intelligence applications. NXP itself has stayed mostly on the sidelines of big acquisitions for years after an earlier attempt to sell the company for $47 billion collapsed over regulatory hurdles.</p><p>As for Ambarella, it signed a landmark long-term agreement with South Korea’s Hanwha Group in May for the sourcing and co-development of Ambarella’s edge AI technology, a deal valued at more than $800 million in potential revenue over more than a decade. Under the partnership, Ambarella's current and next-generation systems-on-chip and software will be integrated across Hanwha's product lines in video security, robotics, industrial automation and life sciences. The collaboration, Ambarella's broadest to date and among the first of its kind in the edge AI chip market, will also leverage Hanwha Vision's expertise in vision systems and cybersecurity.</p><h2 class="st-heading-2">How Did Retail Traders React?</h2><p>On Stocktwits, retail sentiment around NXPI stayed within the ‘bullish’ territory over the past 24 hours, while message volume remained at ‘high’ levels.</p><p>Meanwhile, sentiment around AMBA jumped from ‘bearish’ to ‘bullish,’ accompanied by an increase in retail chatter from ‘extremely low’ to ‘normal’ levels.</p><p>“BO (buyout) would actually be a little disappointing for what I was hoping to get out of this hold. I'd take it I guess,” a user <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/Curiousoso/message/660613602">wrote</a>.</p><p><stembedurl>https://www.stocktwits.com/Curiousoso/message/660613602</stembedurl></p><p>Another voiced hopes for a “competitive bid.”</p><p><stembedurl>https://www.stocktwits.com/Jumpinjackflash33/message/660612753</stembedurl></p><p>While <a href="https://stocktwits.com/symbol/NXPI">NXPI shares</a> have gained 7% this year, <a href="https://stocktwits.com/symbol/AMBA">AMBA</a> has gained 22%.&nbsp;</p><p>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/capr-stock-on-track-for-worst-week-ever-after-regulatory-setback-for-dmd-therapy/cZN4ib6RJPH">CAPR Stock On Track For Worst Week Ever After Regulatory Setback For DMD Therapy</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

The logo of US semiconductor company Ambarella Inc. is displayed on a smartphone. (Photo Illustration by Timon Schneider/SOPA Images/LightRocket via Getty Images)

Talks are ongoing but not guaranteed to succeed—other bidders could reportedly appear, or the discussions could fall apart.Adding Ambarella’s specialized image-processing and edge-AI technology would let the Dutch firm offer a more complete package of sen

AMBA Stock Rockets 18% On NXP Buyout Talks For Self-Driving Chip Maker

NXP, the Netherlands-based large chipmaker, is reportedly discussing an acquisition of Ambarella, the San Francisco-based designer of AI-powered chips used in cameras for self-driving cars and security systems. 


NXP Semiconductors NV

Hold rates steady

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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	$63.22
Prev Close	$62.76
Open	$61.68
Dividend Yield	0.00%
50-Day Moving Average	$68.90
Beta	2.35
Avg. Volume	2.02M
PE Ratio	-48.63

52-Week High	$96.69
52-Week Low	$48.30
Market Capitalization	$2.79B
EPS (Annual)	-$1.78
Price to Book	4.50
Revenue Per Employee	$407,405.63

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