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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 reported profit, and rapid growth in AI-compute revenue are driving attention, with traders also focused on ambitious revenue outlook claims. Many celebrated the results and AI-infrastructure demand, while skeptics questioned the valuation and heavy capital spending and some traders said the share-price reaction was muted.

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, which raised revenue and gross-margin expectations on stronger AI-platform demand, is driving attention. Many traders welcomed the outlook and anticipated a short squeeze, while skeptics questioned the companys credibility and whether the sharp rally could hold.

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 earnings beat expectations, but softer fourth-quarter guidance and a reduced advertising outlook reignited concerns about slowing growth, prompting a sharp selloff. Traders are split between viewing the reaction as overdone given the profitable quarter and buybacks, and worrying that weaker growth and competition will weigh on the business.

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 quarterly earnings are drawing attention, with traders debating whether margins and guidance can justify the run-up or trigger a sell-the-news reaction; robotaxi and AI plans are also in focus. Musks confirmation that special committees will evaluate a possible SpaceX merger has added speculation, though traders disagree on its likelihood and whether it would benefit Tesla shareholders.

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 caught in a sharp neocloud and AI-infrastructure selloff, with traders citing financing and debt concernsespecially around CoreWeaveand doubts about whether AI spending will deliver adequate returns. The community is split between viewing the decline as sector-wide fear and a buying opportunity given continued compute demand, and expecting further weakness until funding risks ease.

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 export-compliant Nvidia workstation GPUs are drawing attention, with traders viewing the demand and supply constraints as bullish while noting the stock has not responded strongly. The discussion also weighs that demand against concerns about AI infrastructure spending, financing and the recent weakness in semiconductor shares.

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 JPMorgan upgrade and reported foundry-customer developments are fueling discussion, alongside the AMD collaboration on AI software; traders are divided between optimism about a turnaround and skepticism after the sharp selloff, with earnings approaching.

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

IREN is drawing attention amid a sharp selloff in AI/neocloud stocks and investor concerns about financing, despite co-CEO Daniel Roberts saying its data centers carry no debt and customer prepayments help fund GPU costs. Traders are split between expecting an oversold bounce and anticipating further declines, with many frustrated that IREN has lagged peers.

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 are drawing attention as traders anticipate the 80th event in the Phase 3 REGAL trial, which would trigger the trials final analysis; the results remain uncertain. The community is split between optimism that the catalyst could support a larger move or attract a buyer and skepticism that the recent rebound reflects anything more than volatile trading without new company news.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

Debt and refinancing concerns, reinforced by HSBCs bearish assessment of CoreWeaves returns and AI-demand risks, are driving the discussion. Traders are split between expecting further weakness and viewing the sharp rebound as a potential short squeeze, while reports of another GPU price increase give bulls a counterpoint on demand and pricing power.

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TLX Stock Clocks 5% Gain This Week Ahead Of FDA Decision On Brain Cancer Imaging Agent 

Equity

The FDA’s target date for deciding on Pixclara is September 11.

CRTO Stock Clocks Best Day In Nearly 5 Years On 50%+ Premium Buyout Offer From Vista — TTD Edges Higher

Vista Equity Partners has teamed up with Quinti Capital to submit a bid for Criteo SA in recent days, according to a Bloomberg report.


Novo Nordisk To Launch Ozempic Pills Following Flat Growth In Diabetes Segment In 2025

The Ozempic pill will be launched in Q2 2026 and be available in doses 1.5 mg, 4 mg, and 9 mg.


Novo Nordisk Shares Tumble On 2025 Earnings Miss, Weak Sales Forecast And Competition Concerns

The drugmaker now expects fiscal 2026 adjusted sales down 5% to 13%.


Novo Nordisk Inks Deal With Canada’s Aspect Biosystems To Find More Diabetes Meds Besides Ozempic

Novo and Aspect have been collaborating since 2023 to develop cellular medicines, and said that the new partnership phase builds on the momentum achieved in the existing collaboration.


Ryanair Turns Up Heat After Calling Press Briefing On Musk, Launches ‘Great Idiots Seat Sale’ Taking Aim At SpaceX Owner 

The airline’s official X account said that Ryanair CEO, Michael O’Leary will “address/undress Elon Musk’s Twitter tantrum” at a press conference on Jan. 21.


NVS Stock Rises After FDA Grants Breakthrough Therapy Designation For Autoimmune Disorder Treatment

Novartis looks to submit data from its many trials of Ianalumab with health authorities starting in early 2026 for potential approval.


Galapagos Stock Rises After Hours On Starting To Wind Down Cell Therapy Activities, Subsequent Workforce Reduction 

The company had announced its intent to wind down the activities after a strategic review and sale process in October.


Ryanair Pulls Plug On Prime Membership Offering After Trial Proves Too Costly 

Chief Marketing Officer Dara Brady said that to date, Ryanair has signed up over 55,000 prime members, generating over €4.4 million in subscription fees.


Novo Nordisk’s Experimental GLP-1 Drug Shows Weight Loss, Blood Sugar Levels Reduction In Study

The trial was investigating the efficacy, safety, and pharmacokinetics of once-weekly subcutaneous amycretin and once-daily oral amycretin compared to placebo in 448 people with type 2 diabetes. 

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<ul class="summary-bullets"><li>Telix already has two FDA-approved prostate cancer scan drugs: Illuccix, cleared in December 2021, and Gozellix, approved in March 2025.</li><li>Telix has not baked any Pixclara sales into its 2026 forecast, so approval would be extra to current guidance.</li><li>The FDA refused to approve Pixclara in 2025 and sought more evidence.</li></ul><p>NASDAQ-listed shares of Telix Pharmaceuticals (TLX) climbed this week as investors focused on a U.S. Food and Drug Administration (FDA) decision due next Friday on the company’s brain-cancer imaging agent.</p><p>TLX stock was trading around $11.90 on Friday, up roughly 5% from last Friday’s close of $11.29. The biggest lift this week came on Wednesday, when the shares jumped 5.5% after Telix said it had finished enrolling in a late-stage prostate imaging study.</p><h2 class="st-heading-2">Impending Decision</h2><p>The FDA’s target date for deciding on Pixclara is September 11. Pixclara is a PET scan dye meant to help doctors tell whether a glioma — an aggressive brain tumor — is coming back or whether the scan is only showing damage from earlier treatment. That distinction is difficult to make with standard imaging and can affect how patients are treated.</p><p>The product already has Fast Track and Orphan Drug status. Telix has not baked any Pixclara sales into its 2026 forecast, so approval would be in addition to its current guidance of $950 million to $970 million in revenue.</p><h2 class="st-heading-2">A Second Try At The FDA</h2><p>The company first filed for approval of Pixclara in 2024. The FDA accepted the filing and granted it priority review, then rejected it in April 2025 and requested additional supporting evidence. Telix resubmitted in March. The agency accepted the new package on April 10 and set next week’s deadline.</p><p>Telix already has two FDA-approved prostate cancer scan drugs: Illuccix, cleared in December 2021, and Gozellix, approved in March 2025. Those products now drive most sales. A kidney-cancer scan, Zircaix, was also rejected last year and is being prepared for another filing later this year.</p><p>Pixclara would give Telix a third commercial imaging product and a foothold in brain cancer. Approval would also add a product not yet included in the sales outlook, while the core prostate business continues to grow.</p><h2 class="st-heading-2">How Did TLX Retail Traders React?</h2><p>On Stocktwits, retail sentiment around TLX stock remained ‘bullish’ over the past 24 hours, while message volume rose from ‘low’ to ‘normal’ levels.</p><p><a href="https://stocktwits.com/symbol/TLX">TLX stock</a> has risen 59% year-to-date.&nbsp;</p><p>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/bidu-stock-up-after-ai-firm-opens-hong-kong-shares-to-mainland-china-investors/cZsDXdgRJD7">BIDU Stock Up After AI Firm Opens Hong Kong Shares To Mainland China Investors</a></p><p>For updates and corrections, email newsroom[at]stocktwits[dot]com.</p>

In this photo illustration, the Telix Pharmaceuticals logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

The FDA’s target date for deciding on Pixclara is September 11.ecember 2021, and Gozellix, approved in March 2025.Telix has not baked any Pixclara sales into its 2026 forecast, so approval would be extra to current guidance.The FDA r

TLX Stock Clocks 5% Gain This Week Ahead Of FDA Decision On Brain Cancer Imaging Agent

Telix Pharmaceuticals Limited American Depositary Shares

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