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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 quarterly results beat expectations, with rapid AI/compute growth and expansion plans driving a rally; traders also focused on Musks ambitious revenue outlook and discussions of a potential Tesla merger. Bulls cited growth and AI demand, while skeptics questioned the valuation, heavy capital spending, and whether the projections are achievable; the merger remains exploratory.

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 first-quarter update sharply raised its revenue outlook and improved its gross-margin forecast, citing stronger AI-platform demand. Many traders view the update as a potential validation of growth and a reason for a re-rating, while others question whether the company can deliver consistently and whether the rally will 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

A quarterly profit beat was overshadowed by softer forward guidance and a reduced advertising outlook amid slowing revenue growth, prompting a sharp selloff. Traders are divided between viewing the drop as overdone and buying the dip, and worrying that weaker ad execution, engagement concerns, and competition could keep growth under pressure.

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

Reported orders from ByteDance, Alibaba and Tencent for Nvidias export-compliant GPUs are drawing attention, though traders note that U.S. restrictions and limited supply may constrain deliveries. The muted share-price response has fueled debate over whether strong AI demand can outweigh concerns about spending, financing risks and recent weakness in chip stocks.

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 REGAL Phase 3 trial reaching its 80-event trigger for final analysis; the last disclosed count was 78. The rebound has fueled speculation about an imminent data update or buyout, amplified by the CEOs next chapter remarks and the companys planned ASH presence, while skeptics stress that no new results or deal have been confirmed.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius is caught in a broad selloff in AI infrastructure and neocloud stocks, as traders worry about debt-funded expansion, financing costs, and whether demand can justify the buildout; weakness in CoreWeave and other peers is a frequent point of comparison. Bulls argue that strong compute demand and upcoming earnings could support a recovery, while others see the rebounds as temporary amid continued sector and market pressure.

TOSHI

TOSHI is drawing attention amid a rebound and increased trading activity, with traders watching a repeatedly tested resistance area and speculating about a breakout or short squeeze. Optimism over a possible move higher is countered by concerns that previous rallies have faded; talk of an upcoming announcement or listing remains unconfirmed.

Alaska Air Group, Inc. is a holding company, which engages in the provision of air transportation services. It operates through the following segments: Alaska Airlines, Hawaiian Airlines, and Regional. The Alaska Airlines segment includes scheduled air transportation on Alaska's Boeing and Airbus jet aircraft for passengers and cargo. The Hawaiian Airlines segment refers to scheduled air transportation on Hawaiian's Boeing and Airbus aircraft for passengers and cargo. The Regional segment consists of Horizon's and other third-party carriers’ scheduled air transportation on E175 aircraft for passengers under CPAs. The company was founded in 1985 and is headquartered in Seattle, WA.

Alaska Air Group Inc.

Alaska Airs quarterly results and outlook are driving discussion: revenue growth was offset by sharply higher fuel costs, a reported loss, and a weaker loss outlook. Traders are split between focusing on premium and loyalty growth and betting that easing oil prices could help, while others remain concerned about fuel pressure and near-term losses.

Redwire Corp. engages in the development and provision of space and defense technologies and mission-critical solutions for government, commercial, and civil customers. Its offerings include spacecraft platforms, space infrastructure, avionics, sensors and payloads, power generation systems, radio frequency systems, microgravity research and manufacturing technologies, autonomous systems, optical sensors, and digital engineering solutions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Attention is centered on Redwires upcoming Q3 earnings, with traders watching support for a possible double bottom and looking for a catalyst to reverse recent weakness. Some expect a lift from strength in other space stocks, while others remain cautious about low volume and the stocks inability to hold gains.

MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It operates through the following segments: Materials and Magnetics. The Materials segment focuses on the operation of Mountain Pass, which produces refined rare earth oxides and related products, as well as rare earth concentrate products. The Magnetics segment is involved in the operation of Independence Facility, where the company began production of magnetic precursor products. The company was founded by James Henry Litinsky and Michael Rosenthal in 2017 and is headquartered in Las Vegas, NV.

MP Materials Corporation

MP is being discussed amid a broad rare-earth sector selloff and uncertainty over U.S.China negotiations and Chinese rare-earth shipments. Traders are split between near-term concerns about continued weakness and the longer-term case for U.S. supply-chain independence, government backing, and MPs magnet-production ramp.

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Amgen vs. Bristol Myers Squibb: Which Healthcare Stock Is a Better Buy in 2026?

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Amgen, Inc. is a biotechnology company, which engages in the discovery, development, manufacture, and marketing of human therapeutics. The company was founded by William K. Bowes, Jr., Franklin Pitcher Johnson, Jr., George B. Rathmann, and Joseph Rubinfeld on April 8, 1980 and is headquartered in Thousand Oaks, CA.

AMGEN Inc.

AMGN Jumps After Win In Sjögren’s Disease Trial As Citi Flags ‘Open Questions’

Equity

Bullish Sentiment

<ul class="summary-bullets"><li>No U.S. Food and Drug Administration-approved medicine currently treats persistent systemic Sjögren’s disease.&nbsp;</li><li>Amgen’s second late-stage study in patients with Sjögren’s disease is expected to finish in the fourth quarter.&nbsp;</li><li>Citi argues that the magnitude of efficacy and competitive profile of dazodalibep “remain open questions” until more “fulsome data” are presented.</li></ul><p>Shares of Amgen (AMGN) rallied as much as 5% on Tuesday after the company said its experimental autoimmune drug dazodalibep reduced disease intensity in patients with moderate-to-severe systemic Sjögren’s disease in a late-stage study.</p><p>At the time of writing, AMGN was trading 4% higher as investors reacted to Amgen’s first late-stage win for a potential systemic treatment in a disease that still has no approved disease-modifying therapy. However, Citi is awaiting more details on the study.</p><h2 class="st-heading-2">Positive Trial Results</h2><p>The OASIZ 301 trial enrolled about 621 adults with meaningful whole-body disease activity. After 48 weeks, dazodalibep produced a statistically significant and clinically meaningful improvement on a standard score of how the disease affects organs and systems. The company said gains appeared as early as week 4 and lasted through the study.</p><p>Sjögren’s is a common autoimmune illness that attacks moisture-producing glands and can spread to joints, nerves and major organs. Patients often live with dry eyes and mouth, severe fatigue and chronic pain. No U.S. Food and Drug Administration-approved medicine currently treats persistent systemic disease.</p><p>Side effects were generally mild to moderate in the trial, Amgen said. The most common events seen more often with the drug than placebo included colds, urinary tract infections, higher blood pressure and infusion reactions. Few patients stopped treatment, and rates were similar across groups. No imbalance in blood clots or opportunistic infections was observed.</p><p>Amgen gained dazodalibep through its 2023 purchase of Horizon Therapeutics. A second late-stage study in patients with heavy symptoms but lower systemic activity is expected to finish in the fourth quarter.</p><h2 class="st-heading-2">Citi Still Wants The Full Picture</h2><p>Citi said Amgen’s dazodalibep delivered “positive” late-stage results in systemic Sjögren’s, which reduces clinical risk for “a potentially underappreciated I&amp;I (Immunology and Inflammation) asset.” However, several details that matter are absent from the topline release, so the firm argues that the magnitude of efficacy and competitive profile “remain open questions” until more “fulsome data” are presented. Citi has a Neutral rating and a $405 price target on Amgen shares, implying a potential upside of 3% from the stock’s Monday close.</p><p>Other firms developing Sjögren’s treatments include Novartis and Johnson &amp; Johnson.</p><h2 class="st-heading-2">How Did AMGN Retail Traders React?</h2><p>On Stocktwits, retail sentiment around AMGN stock stayed in ‘bearish’ territory over the past 24 hours, while message volume remained ‘low.’</p><p><a href="https://stocktwits.com/symbol/AMGN">AMGN stock</a> has gained 25% year-to-date.&nbsp;</p><p>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/twin-moves-vrtx-rises-on-kidney-disease-trial-results-maze-rallies-harder/cZMPusmRB7c">Twin Moves: VRTX Rises On Kidney Disease Trial Results, MAZE Rallies Harder</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com</i></p>

The company logo and the lettering of the biotechnology company Amgen can be seen on the facade of the company's headquarters in Munich (Bavaria) on January 14, 2025. Photo: Matthias Balk/dpa (Photo by Matthias Balk/picture alliance via Getty Images)

In a trial in patients with Sjögren’s disease, Amgen’s dazodalibep produced a statistically significant and clinically meaningful improvement on a standard score of how the disease affects organs and systems.

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AMGN Stock Price Today - AMGEN Inc. News, Charts, Retail Sentiment

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