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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 quarterly earnings beat expectations, but a softer fourth-quarter outlook, slowing revenue growth, and a reduced advertising forecast have driven a sharp selloff. Traders are split between buying the dip on the companys profitability and buybacks, and warning that weaker growth and streaming competition could keep pressure on the shares.

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 Aerospaces strong quarterly results and raised outlook are being overshadowed by a sharp selloff, extending traders frustration that earnings beats have not translated into gains. The debate centers on whether the decline is profit-taking and high expectations or reflects real concerns about cash flow, rising costs, supply constraints, and an insurance loss.

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 earnings beat was followed by a sharp selloff, as traders focused on slower procedure growth, a cautious outlook and planned da Vinci pricing cuts, alongside a one-time antitrust settlement. Some investors view the reaction as excessive given continued business growth, while others see the growth and pricing pressures as reasons for caution.

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 Medicine shares drew attention after bitopertin met all primary and secondary endpoints in the Phase 3 APOLLO trial, supporting a planned FDA resubmission. Traders are now debating the dilutive effect of the upsized public offering, priced below the recent trading level, against the added funding for development and potential commercialization.

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.

Fabrinet engages in the provision of optical packaging and precision optical, electro-mechanical, and electronic manufacturing services to original equipment manufacturers (OEMs). The firm's services include process design and engineering, advanced optical packaging, printed circuit board assembly and test, new product introduction, supply chain and inventory management, and customized glass and crystal optics fabrication. The company was founded by David Thomas Mitchell on August 12, 1999 and is headquartered in George Town, Cayman Islands.

Fabrinet

Fabrinets sharp selloff despite an earnings beat and upbeat outlook is driving discussion, with traders pointing to weak free cash flow, heavy investment and working-capital needs as possible concerns. Others see the drop as an overreaction, citing continued AI data-center and optical-connectivity demand and debating whether the stock is oversold.

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Amkor's AI Packaging Growth Accelerates: Can the Momentum Last?

AMKR's AI packaging growth accelerates as Computing revenues are projected to rise nearly 30% sequentially in Q3, but heavy capex and factory ramps pose risks.

Will ASE Technology's CPO Roadmap Create a New Growth Opportunity?

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Amkor's Capital Spending Surges: Is the Growth Worth the Cost?

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Amkor Surges 84% in a Year: Should You Hold or Fold the Stock?

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ASX's 26.9% surge in a month reflects strong LEAP demand and AI-driven packaging growth, with capacity expansion supporting its outlook.

Amkor Technology, Inc. (AMKR) Is a Trending Stock: Facts to Know Before Betting on It

Amkor Technology, Inc. engages in the provision of outsourced semiconductor packaging and test services. Its services include design, package characterization, test, and wafer bumping services. The company was founded in 1968 and is headquartered in Tempe, AZ.

AMKOR Technology Inc.

AMKR Stock Gains After-Hours — Amkor Doubles Down On US Chip Manufacturing With $12B Arizona Campus Expansion

Equity

Bullish Sentiment

<ul class="summary-bullets"><li>Phase 2 will add 60,000 square meters of cleanroom floor space, bringing total advanced packaging and testing space to about 93,000 square meters.&nbsp;</li><li>Total projected capital spending grows to around $12 billion, with expected local employment topping 3,500 jobs.&nbsp;</li><li>Construction on the second phase is slated to begin in late 2027, with target completion set for the end of 2029.&nbsp;</li></ul>Semiconductor packaging firm Amkor Technology Inc. (AMKR) announced on Tuesday that it is significantly expanding its footprint by launching Phase 2 of its Arizona manufacturing site and raising its total commitment in the region to about $12 billion.The decision stems from overwhelming market demand that quickly eclipsed the initial capacity planned for the first phase of the development.Arizona has rapidly transformed into a premier domestic microchip hub, hosting major fabrication plants and facilities from industry leaders including TSMC (TSM), Intel Corp. (INTC), ON Semiconductor (ON), and NXP Semiconductors (NXPI).<h2 class="st-heading-2">Expansion Spurred By Soaring Demand</h2>Amkor’s initial Phase 1 buildout was designed to deliver 33,000 square meters of cleanroom operations. But early customer orders pushed the semiconductor assembly and test services provider to roll out a second phase ahead of schedule.Phase 2 will contribute an additional 60,000 square meters of high-tech production space. Once both buildouts are complete, the Tempe-headquartered company will operate approximately 93,000 square meters of cleanroom space across its 170-acre campus."This next phase reflects the confidence our customers have placed in Amkor, the critical role advanced packaging plays in enabling the future of semiconductor innovation, and the strategic importance of our Arizona campus," Kevin Engel, Amkor’s president and chief executive officer, said in a statement.<h2 class="st-heading-2">Anchoring The US Semiconductor Chain</h2>The project represents the first large-scale domestic OSAT (outsourced semiconductor assembly and test) hub in the United States. It provides American fabless designers and device makers a complete end-to-end onshore manufacturing ecosystem, including wafer bump, probing, assembly, and final testing services.The domestic focus aligns with broader industry movements to shorten supply chains and insulate advanced technology production against geopolitical disruptions.When operational, the multi-phase site is expected to house more than 3,500 employees, forming a crucial node in Arizona’s rapidly expanding microchip belt.Development on Phase 2 is targeted to break ground in late 2027, with initial completion slated for the end of 2029.Company executives noted that the footprint of the 170-acre Tempe property leaves room for further modular additions beyond Phase 2 should customer demand continue to surge.<h2 class="st-heading-2">AMKR Stock: Retail View&nbsp;</h2>Retail sentiment on Stocktwits was ‘bullish’ with ‘high’ message volumes.&nbsp;One user lauded the surge in customer demand.&nbsp;<stembedurl>https://stocktwits.com/NakedDayTrader4/message/663836718</stembedurl><a href="https://stocktwits.com/symbol/AMKR">AMKR stock</a> has gained 26.2% year-to-date.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Amkor Technology logo is seen displayed on a smartphone screen.

Amkor Technology is boosting its capital footprint in Arizona with a massive Phase 2 expansion driven by soaring customer demand.

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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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