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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 earnings beat, first quarterly profit since its IPO, and surging AI-compute business are driving attention, with traders also focused on plans for much heavier data-center investment. Bulls see accelerating demand and growth potential, while skeptics question the valuation, spending plans, and ambitious revenue outlook; upcoming share unlocks are another concern.

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 Q1 update, citing stronger AI-platform demand, raised its revenue outlook well above prior guidance and projected higher gross margins, driving a sharp rally and renewed optimism about AI-server demand. Traders debated whether the improvement can be sustained, with some highlighting the companys execution and credibility concerns and the stocks history of volatile moves.

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 results beat earnings expectations, but softer fourth-quarter guidance and slower revenue growth overshadowed the solid quarter and pressured the shares. Traders are divided between concerns about fading growth, advertising execution and streaming competition, and views that the selloff is overdone given the companys profitability.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla and SpaceX have formed committees to explore a potential merger, fueling bullish deal speculation while skeptics note that no agreement is in place and shareholder approval would be required. Traders are also positioning around Teslas quarterly earnings, with debate over whether results can support the recent strength.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Loop Capitals downgrade of Apple to Hold, citing weaker iPhone shipment-recovery prospects and rising memory costs, is driving discussion alongside broader concerns about valuation and slowing demand ahead of earnings. Bearish traders see further downside, while bulls argue that strong iPhone Duo preorder demand and the stocks resilience offset the analyst concerns.

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

Reports of large Chinese orders for export-compliant Nvidia GPUs are drawing attention, with demand reportedly outstripping planned supply. Traders see the orders as evidence of resilient demand but debate why the shares remain weak amid broader concerns about AI spending, financing, and semiconductor-sector volatility.

Myriad Genetics, Inc. is a molecular diagnostics and precision medicine company committed to advancing health and well-being for all. It develops and commercializes molecular tests that help patients and providers uncover genetic insights. The company was founded by Walter A. Gilbert, Mark H. Skolnick, and Peter D. Meldrum in May 1991 and is headquartered in Salt Lake City, UT.

Myriad Genetics, Inc.

Myriad Genetics agreement to sell its prenatal-testing business to Labcorp for cash is driving the sharp move, with traders focused on the proceeds strengthening the balance sheet and funding the oncology business. Bullish reactions call the deal a meaningful catalyst, while skeptics worry that selling a revenue-generating unit leaves a smaller business facing existing growth and debt concerns.

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 moving with the volatile AI neocloud trade; traders linked a sharp rebound to SpaceXs upbeat comments on strong compute demand and constrained capacity. That optimism is tempered by concerns about funding and CoreWeaves debt exposure, with some viewing the bounce as relief rather than a confirmed trend reversal.

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

Seas plans to list its Monee financial-services arm and launch Sea Cloud are drawing attention, but shares are selling off despite the potential growth and value-unlocking opportunities. Traders are split between viewing the moves as promising and worrying they add uncertainty and spending amid Shopee competition and a cautious analyst outlook; some see the decline as an oversold buying opportunity.

Rapport Therapeutics, Inc. engages in the discovery and development of transformational small molecule medicines for patients suffering from central nervous system disorders. It develops the RAP (receptor associated proteins) technology platform. The company was founded by Steven M. Paul and David Bredt in February 2022 and is headquartered in Boston, MA.

Rapport Therapeutics Inc.

Rapport Therapeutics Inc

Rapports RAP-219 met the primary and secondary endpoints in a Phase 2 trial for acute bipolar mania, driving attention to the drugs potential beyond epilepsy. Traders are divided: bulls emphasize the positive readout and analyst upgrades, while skeptics point to the modest placebo-adjusted benefit, agitation and discontinuations, and a sharp fade in the initial rally.

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Stocktwits AI Roundup: Meta's Muse Lifts Chip Stocks, Anthropic's $11B Akamai Deal And Oracle's New Mexico Snag

Equity

AI agents, infrastructure spending and data-center delays kept investors focused on the next phase of the AI buildout.


Anthera Pharmaceuticals, Inc. is a biopharmaceutical company, which engages in the development and commercialization of medicines to treat serious and life-threatening diseases. It offers Sollpura and blisibimod to treat diseases such as exocrine pancreatic insufficiency and Immunoglobulin A nephropathy. The company was founded by Paul F. Truex on September 9, 2004 and is headquartered in Houston, TX.

Anthera Pharmaceuticals Inc

Neutral Sentiment

<p>The AI trade stayed firmly in focus this week. Meta Platforms Inc.'s new Muse agent fueled fresh excitement around AI agents, while multibillion-dollar deals underscored the scale of AI spending.</p><p>At the same time,&nbsp;a delay risk at an Oracle Corp. (ORCL) Stargate site highlighted a growing industry challenge: turning huge AI investment commitments into actual data-center capacity. Here are the week's key developments:</p><h2 class="st-heading-2"><strong>Meta’s Muse Ignites AI Rally</strong></h2><p>Meta’s new Muse personal AI agent became the week’s biggest market-moving AI story, with strong early adoption reviving investor enthusiasm around agentic AI and helping push Meta shares sharply higher.&nbsp;</p><p>Muse’s reception and more color on the AI strategy shared by the company at Meta Connect lifted chipmakers’ stocks (AMD crossed $1 trillion in market capitalization for the first time) and helped the Nasdaq reach a record high.</p><p>The prevailing view is that AI agents, including Muse, strengthen the case for continued spending on CPUs, GPUs and AI infrastructure. META shares rose 17% through Thursday, while the iShares Semiconductor ETF (SOXX) gained 6.2%.</p><h2 class="st-heading-2"><strong>Anthropic Signs $11.6B Akamai Deal</strong></h2><p>Anthropic agreed to an $11.6 billion, seven-year cloud infrastructure deal with Akamai, with a potential expansion to up to $20 billion.&nbsp;</p><p>The deal is significant for AI infrastructure because it shows that scaling frontier AI workloads is creating enormous demand beyond GPUs, particularly for CPUs, networking and distributed cloud capacity.&nbsp;</p><p>Akamai will also grant Anthropic warrants representing up to roughly 5% of its outstanding stock, tying the two companies more closely together. AKAM shares&nbsp;fell initially on&nbsp;the deal but remained up 6.8% for the week.&nbsp;</p><h2 class="st-heading-2"><strong>Oracle Data Center Faces Delay Risk</strong></h2><p>Oracle sent a force majeure notice related to Project Jupiter, a massive New Mexico AI data-center campus being developed for the Stargate initiative, potentially allowing Oracle to delay payments if the facility misses its 2028 target.&nbsp;</p><p>The 2.45-GW campus faces delays involving its gas pipeline and pending permits for its power system, although Oracle said the project remains on schedule.&nbsp;</p><p>Investors reacted negatively. Oracle still has to pay the rent, or “carry cost,” for up to three years if the project isn’t ready on time, the Financial Times reported, citing contract terms. Morningstar analysts said a sizable delay would impact the company’s long-term revenue targets and its investment-grade credit rating.</p><h2 class="st-heading-2"><strong>AI Labs Form Safety Standards Body</strong></h2><p>Google, OpenAI, and Anthropic are lining up a voluntary industry body — tentatively named the Frontier AI Standards Agency — that would launch in late 2026 or 2027, with the three companies approaching former White House AI policy adviser Sriram Krishnan to serve as chief executive.&nbsp;</p><p>The pillars under discussion include shared technical evaluations, pre-release audits, independent testing frameworks and standardized safety protocols. OpenAI has publicly said it will proceed "with or without government support."&nbsp;</p><h2 class="st-heading-2"><strong>SoftBank Borrows Big For OpenAI Bet</strong></h2><p>SoftBank moved to raise more than $11 billion through one of its largest-ever junk-bond offerings, with part of the proceeds earmarked for a further investment in OpenAI.&nbsp;</p><p>The proposed financing, composed of dollar- and euro-denominated bonds, illustrates the extraordinary amounts of capital now required to fund OpenAI and the broader AI infrastructure buildout, while also highlighting SoftBank’s increasing financial exposure to the AI sector.&nbsp;</p><p>Bloomberg reported SoftBank drew more than $20 billion of preliminary demand.</p><h2 class="st-heading-2"><strong>How Did Big Tech Stocks Move?</strong></h2><p>Chip stocks INTC and AMD were the top gainers among large tech stocks, rising 17% and 12.4%, respectively, this week, along with META.&nbsp;</p><p>The Invesco QQQ Trust Series 1 (QQQ) rose 2.3%. DELL dropped 9%, showing weakness after its incredible rally this year.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p><p>Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amzn-meta-googl-msft-orcl-michael-burry-sounds-fresh-alarm-on-big-tech-s-ai-spending-warns-of-massive-write-offs-in-two-years/cZMay4jRBaX">AMZN, META, GOOGL, MSFT, ORCL: Michael Burry Sounds Fresh Alarm On Big Tech’s AI Spending, Warns Of Massive Write-Offs In Two Years</a></p><p>&nbsp;</p>

Meta Platforms CEO Mark Zuckerberg presenting onstage at the Meta Connect 2026 developer conference with Muse AI mascot in the background. (Photo by Andrej Sokolow/picture alliance via Getty Images)

AI agents, infrastructure spending and data-center delays kept investors focused on the next phase of the AI buildout.

Anthera Pharmaceuticals, Inc.

Alphabet Inc Class A

OpenAI

Oracle Corp.

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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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