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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 and outlook are driving attention, with traders focused on rapid AI-compute growth, a return to profitability and plans for heavy infrastructure spending. Bulls see the results as evidence of an expanding AI business, while skeptics question the valuation, cash demands and potential share-unlock pressure; preliminary Tesla merger discussions add another speculative theme.

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

Netflix shares are under pressure after its quarterly profit beat expectations, but a softer fourth-quarter outlook and slowing revenue growth overshadowed the results; the company also lowered its advertising revenue forecast. Bears see growth and ad execution as key concerns, while bulls argue the selloff overstates the risk given the profitable quarter and share buybacks.

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 Chinese orders for Nvidias export-compliant GPUs are renewing discussion of strong AI-chip demand, though traders are frustrated that the news has not translated into a stronger share-price response. The debate also reflects optimism about continued AI infrastructure spending after SpaceX and Super Micro updates, balanced by worries about valuations, financing, and whether that spending will generate returns.

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 fiscal Q1 update sharply raised its sales outlook and projected improved gross margins, citing stronger AI-platform demand. Bulls welcomed the upside surprise and speculated about short covering, while skeptics questioned whether the gains and improved margins would hold.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energys upcoming Q3 earnings are the main focus, with traders debating whether results and guidance can justify its premium valuation after a sharp, volatile pullback. Bulls point to fuel-cell demand from AI data centers and recent power-project deals, while skeptics warn that expectations are high and the broader AI selloff could keep shares under pressure.

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 shares sharp rebound has traders focused on the anticipated 80th-event trigger and final analysis of its Phase 3 REGAL AML trial, with some also speculating about a buyout. The event count and trial results remain unconfirmed; bullish expectations of a major catalyst are countered by skepticism that the move is trading momentum without new data.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

Traders are focused on potential DefenCath reimbursement upside after the HHS kidney-care plan highlighted barriers to financing dialysis innovation, which they see as support for CorMedixs request for a separate infection-prevention payment category. CMS action remains uncertain, and the discussion also weighs DefenCaths adoption and pricing against competition; REZZAYOs FDA priority review is another cited growth catalyst.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is being swept up in a semiconductor selloff as traders question the returns and financing behind AI infrastructure spending; Hock Tans casino remarks have added to skepticism. The community is split between dip-buyers pointing to continuing AI-chip demand and bearish traders focused on AVGOs weak performance, credit concerns, and the risk of further declines.

Tema ETF Trust - Tema Space Innovators ETF

Tema Space Innovators ETF

NASA is drawing attention after sliding to a 52-week low amid persistent weakness in the space sector and disappointment with the ETFs performance after the space-trade hype faded. Traders are split between calling it oversold and averaging down versus rotating into individual space names such as Rocket Lab, AST SpaceMobile, or SpaceX.

Sea Ltd. is an internet and mobile platform company, which engages in the provision of online gaming services. It operates through the following segments: Digital Entertainment, E-Commerce, and Digital Financial Services. The Digital Entertainment segment offers and develops mobile and PC online games. The E-Commerce segment manages a third-party marketplace through the Shopee mobile app and websites that connect buyers and sellers. The Digital Financial Services segment includes a variety of payment services and loans to individuals and businesses through SeaMoney. Sea was founded by Xiao Dong Li, Gang Ye, and Jing Ye Chen on May 8, 2009 and is headquartered in Singapore.

Sea Ltd - ADR

Traders are focused on Seas reported plans for a Monee fintech listing and a new AI cloud business, with the announcements coinciding with a sharp selloff. The community is split between seeing the moves as potential value creation and worrying about uncertainty, spending, and Shopee competition; some also view the decline as an oversold buying opportunity.

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Are Medical Stocks Lagging  Elevance Health, Inc. (ELV) This Year?

Here is how Elevance Health (ELV) and American Well Corporation (AMWL) have performed compared to their sector so far this year.

Schrodinger (SDGR) Soars 12.1%: Is Further Upside Left in the Stock?

Schrodinger (SDGR) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock suggests that there could be more strength down the road.

Zacks Industry Outlook Medical Systems, American Well and Butterfly Network 

 Medical Systems, American Well and Butterfly Network have been highlighted in this Industry Outlook article.

3 Medical Info Systems Stocks to Gain From GenAI Boom Amid Cyber Risk

INSP, AMWL and BFLY are positioned to gain from digital health and AI demand despite cybersecurity risks.

American Well (AMWL) Upgraded to Buy: What Does It Mean for the Stock?

American Well (AMWL) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

BetterHelp Has the Demand: Can Teladoc Build the Capacity?

TDOC's BetterHelp faces a capacity crunch as insurance demand surges, putting therapist recruitment and credentialing at the center.

Here Is Why Bargain Hunters Would Love Fast-paced Mover American Well (AMWL)

American Well (AMWL) made it through our 'Fast-Paced Momentum at a Bargain' screen and could be a great choice for investors looking for stocks that have gained strong momentum recently but are still trading at reasonable prices.

American Well Corporation (AMWL) Reports Q2 Loss, Beats Revenue Estimates

American Well (AMWL) delivered earnings and revenue surprises of +1.67% and +3.84%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

12 Health Care Stocks Moving In Tuesday's After-Market Session

Gainers

Bluejay Diagnostics (NASDAQ:BJDX) stock moved upwards by 42.0% to $1.42 during Tuesday's after-market session.
American Well (NYSE:AMWL) stock rose 12.76% to $11.75. The market value of their outstandingread more...

American Well Corp. engages in the provision of online healthcare services. It offers a single platform to support all telehealth needs from urgent to acute and post-acute care, chronic care management, and healthy living. Its services include urgent care, behavioral health, breastfeeding support, chronic care, nutrition counseling, pediatrics, telestroke, and virtual primary care. The company was founded by Ido Schoenberg and Roy Schoenberg in June 2006 and is headquartered in Boston, MA.

American Well Corporation - Ordinary Shares - Class A

TDOC, AMWL Stocks Retreat After OpenAI Lets Users Link Medical Records To ChatGPT 

Equity

Neutral Sentiment

<ul class="summary-bullets"><li>Both Teladoc and Amwell operate virtual-care networks that let patients access clinicians, review records, receive educational summaries, prepare for visits and manage lower-acuity issues through apps and portals.</li><li>The new feature may cause a potential telehealth customer to delay or skip a paid virtual consult for informational needs.</li><li>Earlier on Thursday, Teladoc also unveiled the Teladoc One, a new virtual care model integrating AI.</li></ul>Shares of telehealth platforms Teladoc Health (TDOC) and American Well Corp (AMWL) slipped on Thursday, the same day OpenAI launched an expanded Health experience inside ChatGPT for U.S. users.The new ChatGPT feature allows users to securely connect personal health data, enabling more personalized, context-aware responses to everyday health questions.At the time of writing, TDOC shares were down 3%, while AMWL shares had declined 8%.<h2 class="st-heading-2">OpenAI’s New Feature</h2>Every week, more than 300 million people already turn to ChatGPT with health-related queries — from interpreting lab results and preparing for appointments to understanding doctor instructions or building healthier routines, the company said.Until now, much of the underlying context has remained scattered across patient portals, apps, and wearables. With the new update, users can optionally link Apple Health, supported medical records from U.S. hospital systems, One Medical, or Function Health. Once connected, ChatGPT can reference relevant details such as medications, lab trends, recent visits, sleep, activity, and workouts across ordinary conversations — not just inside a dedicated Health tab.Connected information receives additional encryption beyond standard ChatGPT protections, is never used to train foundation models or target ads, and can be disconnected at any time, the company said. Users can also correct incomplete or outdated details and add missing context. “The experience builds on feedback from early testers,” OpenAI said in its announcement.<h2 class="st-heading-2">How Will This Impact TDOC, AMWL?</h2>While the OpenAI announcement frames Health in ChatGPT strictly as a supportive layer rather than a clinical service, the feature overlaps with core value propositions of pure-play telehealth platforms like Teladoc Health (TDOC) and Amwell (AMWL).Both companies operate virtual-care networks that let patients access clinicians, review records, receive educational summaries, prepare for visits, and manage lower-acuity issues through apps and portals. A patient who can already compare a new lab result with prior ones, understand medication changes, or draft questions for a doctor may delay or skip a paid virtual consult for informational needs.Earlier today, Teladoc unveiled a new virtual care model that aims to avoid treating conditions in isolation. The New York-based company said the approach pairs multidisciplinary teams of clinicians, coaches, and therapists with always-on AI support and its Pulse data engine to deliver predictive, adaptive care across primary, mental health, and chronic needs. Select clients will begin using the model in September 2026, with wider availability in January 2027, the company said.<h2 class="st-heading-2">How Did Retail Traders React?</h2>On Stocktwits, retail sentiment around TDOC stayed within the ‘bearish’ territory over the past 24 hours, while message volume remained at ‘low’ levels.Meanwhile, sentiment around AMWL remained at ‘neutral’ levels, accompanied by ‘extremely high’ retail chatter.A Stocktwits user noted that Teladoc is dropping despite multiple positive announcements, including the unveiling of Teladoc One.<stembedurl>https://www.stocktwits.com/KPsloa1/message/659855284</stembedurl>The user also highlighted optimism for the mass adoption of Teladoc One.<stembedurl>https://www.stocktwits.com/KPsloa1/message/659837239</stembedurl>While <a href="https://stocktwits.com/symbol/TDOC">TDOC stock</a> has gained 24% year-to-date, <a href="https://stocktwits.com/symbol/AMWL">AMWL</a> has surged by 119% during the same period.Read More: <a href="https://stocktwits.com/news-articles/markets/equity/why-is-hims-stock-rallying-13-today/cZZnDrdR7Ui">Why Is HIMS Stock Rallying 13% Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The OpenAI logo is displayed on a smartphone screen with a company logo in the background. (Photo by Samuel Boivin/NurPhoto via Getty Images)

A new ChatGPT feature allows users to securely connect personal health data, enabling more personalized, context-aware responses to everyday health questions.

OpenAI

Teladoc Health Inc

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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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Current Price	$13.20
Prev Close	$12.33
Open	$12.25
Dividend Yield	0.00%
50-Day Moving Average	$12.70
Beta	1.35
Avg. Volume	104,036.82
PE Ratio	-2.77

52-Week High	$14.19
52-Week Low	$3.71
Market Capitalization	$209.72M
EPS (Annual)	-$5.96
Price to Book	1.01
Revenue Per Employee	$443,638.79

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