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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 earnings beat, first profit since its IPO, and sharp growth in AI-compute revenue have fueled bullish reactions and short-squeeze chatter. Traders are also debating whether the growth outlook justifies the valuation given heavy AI infrastructure spending.

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, citing stronger AI-platform demand, lifted its revenue outlook and projected higher gross margins than its prior guidance. Traders reacted bullishly and discussed possible short covering, while some questioned whether the stronger demand and margins will hold and whether the company can sustain confidence in its results.

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 report drew attention as an earnings beat was overshadowed by softer forward guidance, slowing revenue growth and a reduced advertising outlook, prompting a sharp selloff. Traders debated whether the decline was overdone given the companys profitability and buybacks or a sign that growth and engagement are weakening amid streaming competition.

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

Musks confirmation that Tesla and SpaceX formed committees to explore a potential merger has fueled speculation, though traders emphasize that no deal is assured and disagree over whether a combination would benefit Tesla. The discussion is also shaped by Teslas upcoming quarterly results, with bulls positioning for a positive surprise and skeptics warning of a sell-the-news reaction and stretched valuation.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intels sharp pullback and volatile rebound are driving discussion, with traders weighing JPMorgans upgrade to Neutral against the upcoming earnings report. Bulls point to potential foundry customers and AI partnerships, while skeptics question whether those largely unconfirmed developments justify the optimism or whether the bounce will hold.

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 rebound to upbeat SpaceX commentary on compute demand, while persistent concerns about financing costs, debt exposure and weakness in peers such as CoreWeave fuel skepticism. Bulls argue AI infrastructure demand remains strong and Nebius is better positioned than some competitors; bears see sector-wide funding risks weighing on the shares.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IRENs steep selloff and underperformance versus other neocloud stocks have fueled debate over AI-infrastructure funding risks and the companys execution; CEO Daniel Roberts pushed back on debt concerns, saying its data centers were funded with cash and customer prepayments help cover GPU costs. Bulls point to strong compute demand and oversold conditions, while bears remain concerned about persistent weakness, dilution and data-center delivery timelines.

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

SLS is drawing attention as traders position around the Phase 3 REGAL trials anticipated 80th-event trigger and eventual final analysis; the last disclosed count was 78, and no new event or readout is confirmed here. Some interpret the CEOs upbeat anniversary comments and other perceived signals as hints of a potential buyout, while skeptics view the rebound as volatile trading without fresh news.

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 orders from ByteDance, Alibaba and Tencent for more than $35 billion in export-compliant Nvidia GPUs have traders focused on Chinese demand, though Nvidia may be unable to fulfill most of them. The community sees the orders as evidence of strong AI-chip demand but debates why the news has not lifted shares, amid broader concerns about AI spending and financing.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

CRDO is drawing attention for sharp swings amid a broad selloff in AI and semiconductor stocks, with traders debating insider share-sale plans and valuation concerns against the longer-term AI data-center connectivity growth story. Some also view its new optical products as promising, though community discussion notes that the products are not expected to contribute near-term.

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Is Amphenol (APH) a Solid Growth Stock? 3 Reasons to Think "Yes"

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Here's How Much You Would Have Made Owning Amphenol Stock In The Last 15 Years

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Why Amphenol Stock Topped the Market on Tuesday

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Amphenol Corp. engages in the design, manufacture, and marketing of electrical, electronic and fiber optic connectors, interconnect systems, antennas, sensors and sensor-based products, and specialty cable. It operates through the following segments: Harsh Environment Solutions, Communications Solutions, and Interconnect and Sensor Systems. The Harsh Environment Solutions segment manufactures and markets a broad range of ruggedized interconnect products, including connectors and interconnect systems, printed circuits and printed circuit assemblies, and other products. The Communications Solutions segment focuses on the design, manufacture, and marketing of connector and interconnect systems, including radio frequency, power, fiber optic, and other products, together with antennas. The Interconnect and Sensor Systems segment is involved in the design, manufacture, and marketing of sensors, sensor-based systems, connectors, and value-add interconnect systems. The company was founded by Schmitt J. Arthur in 1932 and is headquartered in Wallingford, CT.

Amphenol Corp. - Ordinary Shares - Class A

Apple’s New Foldable iPhone Could Cost $2,000, Citi Says: TSMC, Amphenol Among Stocks To Watch

Equity

Extremely Bearish Sentiment

<ul class="summary-bullets"><li>Apple’s initial foldable iPhone production is reportedly limited to a "few hundred" units a day due to strict quality-control requirements.</li><li>Taiwan Semiconductor Manufacturing Co. could benefit from sole-supplier status for Apple’s A20 chip, which is expected to use 2-nanometer technology.</li><li>Amphenol, Foxconn and other suppliers could benefit from higher component content and production allocations tied to the iPhone 18 lineup.</li></ul>Apple (AAPL) shares edged lower in early morning trade on Friday ahead of its iPhone launch event next week on September 9, with Citi expecting the company’s new foldable iPhone Ultra to cost at least $2,000.In a note to investors cited by Investing, Citi Apple analyst Atif Malik said the company is expected to introduce its first foldable iPhone, likely called the iPhone Ultra, with a starting price above $2,000. The iPhone 18 Pro and Pro Max models are also projected to cost about $200 more than their predecessors.Apple’s long-awaited foldable iPhone could face supply constraints early in its launch. Initial production is currently limited to only a "few hundred" units a day, mainly because of the company’s strict quality-control standards, according to a Nikkei Asia&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/aapl-heads-for-third-weekly-gain-but-foldable-i-phone-is-reportedly-stuck-at-a-few-hundred-units-a-day/cZswyVBRJwk">report</a> Friday.<a href="https://stocktwits.com/symbol/AAPL">AAPL stock</a> edged 0.4% lower in pre-market trade, with retail sentiment on Stocktwits around the company trending in ‘extremely bearish’ territory over the past day. The shares are up 2.7% so far this week and heading for gains for a third consecutive week.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260904_073434725_196d49807e.png" alt="koyfin_20260904_073434725.png" width="2400" height="1240"><figcaption>AAPL stock’s weekly gains over the last three months. | Source: Koyfin</figcaption></figure><h2 class="st-heading-2">Citi Flags Major Upgrades Across iPhone 18 Lineup</h2>Citi expects major upgrades across the iPhone 18 lineup, including the A20 chip, variable-aperture main cameras for the Pro and Pro Max models, and Apple’s own modems.The Ultra model is expected to feature dual front and rear camera systems, an OLED display with an ultra-thin glass cover for the inner foldable screen, and increased component content across its battery, vapor-chamber cooling system and structural components.<h2 class="st-heading-2">TSMC, Amphenol Among US Stocks To Watch</h2>&nbsp;The iPhone 18 launch could also create opportunities for Apple’s supply-chain partners, particularly companies exposed to the new components and foldable design.Taiwan Semiconductor Manufacturing Co. (TSMC) is expected to benefit from sole-supplier status for Apple’s A20 chip, which will use TSMC’s 2-nanometer technology. That could make TSMC (TSM) one of the key semiconductor beneficiaries of the new iPhone cycle.Meanwhile, Amphenol (APH) is expected to benefit from supplying hinge modules for the foldable iPhone.&nbsp;<a href="https://stocktwits.com/symbol/TSM">TSM stock</a> gained over 1% in the pre-market trade and&nbsp; <a href="https://stocktwits.com/symbol/APH">APH shares</a> climbed over 1.5%. On Stocktwits, retail sentiment around TSM improved to ‘neutral’ from ‘bearish’ territory over the past day while sentiment around APH remained in the ‘neutral’ zone.<h2 class="st-heading-2">Citi Expects 246 Million iPhone Shipments In 2026</h2>Citi forecasts 61.8 million iPhone 18 shipments in the second half of 2026 and total iPhone shipments of 246 million units for calendar 2026, representing 1% year-over-year growth.For the foldable model, Citi expects a production plan of 7.5 million units in the second half of 2026, followed by another 4 million units in the first quarter of 2027.The projections suggest the foldable iPhone could remain a relatively small part of Apple’s overall unit volumes initially.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/michael-burry-lulu-jd-baba-stocks-fat-pitch-top-bets/cZsDcGaRJwp">LULU, JD, BABA Stocks: Michael Burry Names 3 ‘Fat Pitches’ After Selloff</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Apple logo seen on a flagship store in Shanghai, China, on June 26, 2026. (Photo by Costfoto/NurPhoto via Getty Images)

Citi expects the iPhone 18 Pro and Pro Max models to cost about $200 more than their predecessors.

Apple Inc

Taiwan Semiconductor Manufacturing - ADR

Communication Services Select Sector SPDR Fund

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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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