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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 topped expectations and marked its first profit since its IPO, with rapid growth in its AI-compute business and plans for heavy infrastructure spending driving attention. Many traders welcomed the growth and outlook, while others questioned the valuation, spending and share-unlock risk; discussion of a possible Tesla merger added speculation, but no deal is assured.

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 and gross-margin outlook, citing stronger AI-platform demand, sparking a surge in shares. Traders largely welcomed the update as evidence of robust AI-server demand and anticipated short covering, while some questioned whether the gains would hold given the companys execution and credibility 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 earnings beat was overshadowed by softer fourth-quarter guidance, slowing revenue growth and a reduced advertising outlook, prompting a sharp selloff. Traders are debating whether the drop reflects worsening growth prospects or an overreaction to the outlook, with some pointing to continued profitability as a reason to buy the dip.

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

Teslas rebound is drawing attention amid confirmed formation of special committees to explore a potential SpaceX merger, though Musk said a deal is uncertain and would require shareholder support. Traders are split between enthusiasm over possible synergies and skepticism about the terms and timing, while positioning around Teslas Q3 earnings adds volatility.

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

Q3 earnings expectations dominate, with traders debating whether results and guidance can support Bloom Energys premium valuation after a sharp pullback. Bulls point to fuel-cell demand from AI data centers, while skeptics cite valuation risk and broader weakness in AI-related stocks.

SK hynix, Inc. engages in the design, manufacture, and sale of semiconductor products. Its products include dynamic random access memory, not-AND flash memory, and multi-chip package. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is being swept up in a sharp memory-chip and Korean-market selloff, with traders citing KOSPI weakness, foreign selling, and fears about Chinese competition and the durability of the AI-driven memory cycle. Bulls argue the decline is excessive given strong memory demand and low valuations, while bears see further downside risk from cyclical and oversupply concerns.

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.

Myriads sharp rally is driven mainly by its agreement to sell its prenatal testing business to Labcorp for $210 million in cash plus inventory value, which traders view as a major cash infusion and a shift toward oncology. Bulls see the deal as a balance-sheet and strategic positive, while skeptics argue that selling a revenue-generating unit leaves a smaller business with ongoing debt and execution concerns.

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

The FDA accepted CorMedixs REZZAYO filing for priority review for prevention of invasive fungal disease, with a target decision in Q1 2027; traders see the potential label expansion as a major growth opportunity but note that approval is not assured. The community is divided between optimism about the expanded use and frustration that the news has had little effect on the share price, alongside continuing concerns about DefenCaths reimbursement and adoption.

Braze, Inc. operates a customer relationship management platform for mobile applications. Its application combines messaging, audience segmentation, analytics and user support in a single integrated solution. The firm offers push notifications, email, in-app messages, and news feed services. The company was founded by Mark Ghermezian, William Magnuson, and Jonathan Hyman on March 28, 2011 and is headquartered in New York, NY.

Braze Inc - Ordinary Shares - Class A

Braze Inc

Salesforces all-cash agreement to acquire Braze at a substantial premium drove the sharp share-price jump. Traders celebrated the buyout while debating the remaining merger-arbitrage spread and lengthy closing process, with some also weighing analyst downgrades and concerns about the deal valuation.

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 Phase 2 trial in acute bipolar mania met its primary and secondary endpoints, prompting a burst of bullish interest. Traders are divided over whether the efficacy is strong enough to outweigh concerns about agitation and higher treatment discontinuations, with the initial rally fading amid profit-taking and short-selling.

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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.

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<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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