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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 and marked its first profitable quarter since its IPO, with AI and compute growth driving much of the excitement. Traders celebrated the earnings-fueled rally and potential short squeeze, while others questioned the valuation and heavy AI spending; preliminary Tesla merger discussions and an upcoming share unlock also drew attention.

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

SpaceXs AI-driven revenue growth and first quarterly profit have drawn attention to NASAs sizable SpaceX exposure, but traders note the ETF is falling despite SpaceXs after-hours strength. The discussion is split between investors viewing the pullback and fresh lows as an accumulation opportunity and holders frustrated by the funds weakness and broader space-sector underperformance.

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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WULF Stock Dips After TeraWulf Doubles Muskie Data Campus Power Capacity To 1GW

Equity

Kentucky Power said TeraWulf will fund $100 million in winter bill credits for residential customers over the first 10 years.


SK Hynix Shares Jump on Buyback Acceleration: ETFs to Benefit

SK Hynix's massive buyback and strong AI-driven memory demand could provide a fresh catalyst for the stock and ETFs with exposure to the chipmaker.

Harbor ETF Trust - Anthropic AI Lab Ecosystem ETF

Neutral Sentiment

<ul class="summary-bullets"><li>TeraWulf&nbsp;said contracted capacity at&nbsp;its&nbsp;Muskie&nbsp;Data Campus will increase&nbsp;from 500 MW to 1 GW.</li><li>The second 500 MW phase is now expected to be delivered in 2029 instead of 2030, while the first phase is slated to begin ramping up in 2028.</li><li>The agreement still requires Kentucky Public Service Commission approval.</li></ul>TeraWulf (WULF) stock edged lower on Monday morning, snapping its two-day winning streak after the company said it has doubled the power it secured for its Muskie Data Campus in eastern Kentucky.TeraWulf said it had entered into an expanded and restated electric service agreement with Kentucky Power, a unit of American Electric Power.The deal boosts Muskie’s contracted capacity from 500 megawatts (MW) to 1 gigawatt (GW).&nbsp;It also advanced the planned delivery of the second 500-MW phase to 2029 from 2030.&nbsp;Both changes are subject to approval by the Kentucky Public Service Commission and Kentucky Power’s construction schedule, the company said. The first 500 MW phase is slated to start ramping up in 2028.<a href="https://stocktwits.com/symbol/WULF">WULF stock</a> dipped over 4% in morning trade,&nbsp;and was among the top trending tickers on Stocktwits at the time of writing. Retail sentiment around the company improved to ‘bullish’ from the ‘neutral’ zone, while chatter stayed at ‘high’ levels over the past day.&nbsp;<h2 class="st-heading-2">What Customers Get</h2>According to the company, Kentucky Power said the deal would provide its residential customers with $100 million in bill credits for winter over the first 10 years of the contract. The utility will be paid by TeraWulf. For a typical household, that's about $25 per month in the winter heating season.&nbsp;The estimated financing costs for Kentucky Power's planned 760 MW combined-cycle gas plant at Big Sandy will also be paid by TeraWulf.Kentucky Power said the structure keeps the cost of serving the added demand off existing customers. Later this year, the utility expects to file the amended contracts with regulators.<h2 class="st-heading-2">Why It Requires Approval</h2>The agreement, however, still needs Kentucky Public Service Commission approval. The commission in August approved a separate Justified campus agreement which the company said protected existing customers under its terms.&nbsp;Muskies' revised agreement also requires review. The company said it acquired the Muskie site in May for phase development as an AI and high-performance computing (HPC) campus.TeraWulf stock has gained over 30% so far this year and is up over 12% in the last 12 months.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/ethereum-logs-smallest-year-to-date-loss-since-january-as-rally-runs-on-thin-leverage/cZDpxJNRBS6">Ethereum Logs Smallest Year-To-Date Loss Since January As Rally Runs On Thin Leverage</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

 In this photo illustration, the TeraWulf (Tera Wulf) logo is seen displayed on a smartphone screen.

TeraWulf (WULF) stock edged lower on Monday morning, snapping its two-day winning streak after the company said it has doubled the power it secured for its Muskie Data Campus in eastern Kentucky.

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TeraWulf Inc

Tradr 2X Long WULF Daily ETF

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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	$22.25
Prev Close	$22.15
Open	$21.93
Dividend Yield	N/A
50-Day Moving Average	$24.44
Beta	N/A
Avg. Volume	67,046.73
PE Ratio	N/A

52-Week High	$26.34
52-Week Low	$21.63
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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