SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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

Anticipation around SELLASs event-driven Phase 3 REGAL trial dominates discussion, with traders focused on the 80-event threshold needed to trigger final analysis. Bulls interpret the prolonged wait since the last disclosed count as a possible sign of longer survival on GPS, while skeptics stress that the delay does not prove efficacy and the eventual readout remains uncertain; buyout speculation adds to the chatter.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

BioCryst is drawing attention for continued share-price weakness despite growing ORLADEYO sales and raised revenue guidance. Traders are divided between seeing the profitable business and pipeline as undervalued and doubting managements acquisition-led strategy, with sentiment hinging on future navenibart and Netherton data amid HAE competition.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJTs slide to fresh lows dominates discussion, with traders linking the weakness to deteriorating sentiment around Trump ahead of the midterms and the companys limited operating performance; bearish views prevail, though some see potential for a short-term bounce.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as Middle East conflict and reported attacks on shipping and energy infrastructure fuel concerns about oil supply disruptions. Traders are split between betting that those risks will keep oil elevated and expecting peace-deal headlines or a normalization of flows to unwind the risk premium, contributing to sharp swings.

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 Health testing business to Labcorp for cash is driving the sharp rally, with traders viewing the proceeds as a boost to liquidity and a chance to refocus on cancer diagnostics. Others question the sale of a major business, while much of the discussion centers on the surge, breakout levels and short-covering speculation; the transaction remains subject to closing conditions.

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 is being debated amid broader fears about neocloud financing and Gartners warning that many independent AI infrastructure providers could consolidate. Bullish traders point to CEO Daniel Roberts comments that IRENs data centers carry no debt and customer prepayments help fund GPU costs, while bears remain focused on weak price action and execution risks.

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 planned public listing of its Monee financial-services arm and launch of an AI enterprise platform are driving the discussion as shares sell off. Traders worry that a separation could weaken the remaining business or take time to complete, while some view the listing as a way to unlock Monees value.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Unconfirmed reports of a potential U.S.-Iran dealand doubts that an agreement is imminentdominate discussion, with traders linking the headlines and oil swings to QQQs sharp reversals. Some bought the bounce, while others called it a bull trap and pointed to tech/AI weakness and upcoming earnings as reasons for caution.

GE Aerospace is an American aircraft company, which engages in the provision of jet and turboprop engines, as well as integrated systems for commercial, military, business, and general aviation aircraft. The firm's portfolio of brands includes Avio Aero, Unison, GE Additive, and Dowty Propellers. It operates through the following segments: Commercial Engines and Services, Defense and Propulsion Technologies, and Corporate and Other. The Commercial Engines and Services segment is involved in the design, development, manufacturing, and servicing of jet engines for commercial airframes, as well as business aviation and aeroderivative applications. The Defense and Propulsion Technologies segment offers defense engines and critical aircraft systems. The Corporate and Other segment relates to corporate functions and operations costs. The company was founded by Thomas Alva Edison in 1878 and is headquartered in Evendale, OH.

GE Aerospace

GEs quarterly earnings beat and higher full-year guidance have been overshadowed by a sharp share-price decline, with traders focusing on rising costs, weaker cash flow, and an insurance-business loss. The community is split between seeing strong orders and services demand as evidence of durable momentum and questioning whether that demand will translate into better margins and cash generation.

RTX Corp. is an aerospace and defense company, which engages in the provision of aerospace and defense systems and services for commercial, military, and government customers. It operates through the following segments: Collins Aerospace Systems (Collins), Pratt and Whitney, Raytheon Intelligence and Space (RIS), and Raytheon Missiles and Defense (RMD). The Collins segment manufactures and sells aero structures, avionics, interiors, mechanical systems, mission systems, and power controls. The Pratt and Whitney segment includes the design and manufacture of aircraft engines and auxiliary power systems for commercial, military, and business aircraft. The RIS segment is involved in the development of sensors, training, and cyber and software solutions. The RMD segment offers end-to-end solutions to detect, track, and engage threats. The company was founded in 1922 and is headquartered in Arlington, VA.

RTX Corp

Raytheon Technologies Corporation

RTX is drawing attention after quarterly results beat expectations and the company raised its full-year outlook, citing strong aerospace and defense demand and a record backlog. Traders broadly praised the results, while some questioned why the share-price reaction was muted.

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Space Meets AI: SpaceX's Cursor Deal Puts These ETFs in Focus

SpaceX's $60 billion acquisition of AI startup Cursor strengthens its AI ambitions, boosts shares and puts SpaceX-heavy ETFs in focus.

SpaceX Will Be 'Largest, Most Profitable Company On The Planet,' Says Veteran Elon Musk Bull Whose Funds Trail US Markets

Equity

 Veteran investor Ron Baron is increasing his exposure to SpaceX ahead of its highly anticipated IPO.


Baron ETF Trust - Baron Technology ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Baron Capital has submitted a $1 billion order in the upcoming SpaceX IPO.</li><li>He estimates SpaceX has already generated about $12 billion of the $20 billion in profits his clients have earned from investments across Musk-led companies.</li><li>While bulls see strong post-IPO demand driven by institutional investors and index inclusion, bears point to SpaceX’s reported 2025 loss and valuation concerns.</li></ul>With just days to go before the much-awaited SpaceX IPO, 83-year-old billionaire investor Ron Baron is making his biggest bet yet on Elon Musk's aerospace giant, even as most of his firm's funds continue to trail the benchmark U.S. indexes.In a client call earlier this month, the video of which was published over the weekend, the founder of New York-based Baron Capital laid out his long-term conviction in <a href="https://stocktwits.com/symbol/SPACZZX.P">SpaceX</a> and why he views the company as a potential lifetime holding.<h1 class="st-heading-1">Baron's Bull Case For SpaceX</h1>Baron said investments in Musk's companies over the years have generated $20 billion in client profits, with roughly $12 billion of that coming from SpaceX alone. He expects the IPO — expected to price at around $1.5 trillion to $1.75 trillion in valuation — to be just the beginning."I think it's going to be worth 10, 20, or 30 trillion dollars," Baron said. "SpaceX will become the largest, most profitable company on the planet."His take attracted Musk’s attention too, with the SpaceX CEO&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2063743599401906637">saying</a>: “Maybe [the] largest in this sector of the galaxy.”Baron also revealed that his firm has placed a $1 billion order for shares at the IPO price, a figure he arrived at by calculating what it would take to avoid dilution of his existing stake, which he pegged at roughly 1.25% of the company based on current holdings against a $1.25 trillion valuation."There are so many people who are huge money managers — people with two trillion, three trillion, one trillion — they don't own a share," he said, arguing that pent-up institutional demand and the inevitable inclusion of SpaceX in passive indexes would drive sustained buying pressure after the listing.SpaceX has started marketing a $75 billion IPO at a fixed price of $135 per share, targeting a valuation of $1.8 trillion. It has already drawn double the investor demand, according to Reuters.<h1 class="st-heading-1">Ron Baron: From Tesla Skeptic To Big Musk Fan</h1>Baron's relationship with Musk dates back to 2010, when he turned down Musk's pitch to invest in Tesla. He changed his mind after the launch of the Model S and Model X and, by 2017, had bought into Musk's vision for SpaceX as well. Their relationship warmed further in 2022, when Baron offered to back Musk's $44 billion acquisition of Twitter (now X) with cash from both his mutual funds and his personal account, according to the Wall Street Journal.<h1 class="st-heading-1">SpaceX IPO: What Bulls And Bears Are Saying</h1>SpaceX's listing, expected to be the largest IPO in history, has drawn sharp debate. Bullish analysts&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/spcx-ipo-could-see-strong-day-1-pop-gary-black-but-one-detail-could-change-the-outcome/cZ08GBQReCU">expect</a> shares to pop strongly on their Nasdaq debut this Friday. Skeptics have warned of significant drawdowns at the expense of retail investors, who have been allocated 30% of the offered shares.The bear case centers in part on SpaceX reporting a net loss of $4.9 billion on $18.7 billion in revenue in 2025. Bulls counter with projections from Morgan Stanley, which is also one of the IPO's underwriters, pegging SpaceX's revenue at $3.4 trillion and adjusted core profit at $2.7 trillion by 2040.For now, SpaceX's primary cash engine is <a href="https://stocktwits.com/news-articles/markets/equity/spacex-ipo-starlink-analyst-profitability-overstated/cZJtd11RIvo">Starlink</a>, its global satellite internet service delivering high-speed broadband to remote and rural areas where traditional infrastructure is unavailable or unreliable.<h1 class="st-heading-1">SpaceX IPO: What's At Stake For Ron Baron</h1>A strong post-IPO performance would be well-timed for Baron, whose largest fund is down this year amid a modest client exodus to competing funds. Of his firm's ETFs, only one has outpaced the S&amp;P 500 and the Nasdaq year to date. His Baron First Principles ETF — where SpaceX carries a 2.21% weighting — is down more than 4% since its December 2025 launch.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260608_013535071_png_f1f0cf4e00.webp" alt="koyfin_20260608_013535071.png" width="2400" height="1800"></figure>On Stocktwits, interest in Baron's&nbsp;<a href="https://stocktwits.com/symbol/RONB">RONB ETF</a> has surged, with followers up nearly 142% over the past three months and message volume doubling in the past 30 days. Sentiment, however, reads 'bearish,' suggesting retail traders remain skeptical of the vehicle even as they follow it closely."SpaceX'll be the BlackBerry of the rocket and space industry," one user <a href="https://stocktwits.com/Ermergerd/message/653876986">wrote</a> last month.But a more recent wave of bullish posts has been building. "Ron Baron said the math is bullish for SpaceX! Long!" <a href="https://stocktwits.com/VegasRenegade/message/653792635">posted</a> another.Asked about rumors of a SpaceX-Tesla merger, Baron&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=hbSFhuagd6Y&amp;t=2s">said</a>: "That's not that big of a promise because I am 83. I'm not selling my shares in my lifetime. I'm not a trader. I'm just an investor investing in businesses that are run by people who I admire, who I trust, who are really smart."For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/default/5/hyliion-ceo-bets-on-ai-data-centers-as-biggest-market-over-time/cZ0HxWBRe6u">Hyliion CEO Bets On AI Data Centers As Biggest Market Over Time, But Sees 'Great' Defense Customers Offering Safety Net</a>

Ron Baron, founder and chief executive officer of Baron Capital, during the launch of Baron Active ETFs on the floor of the New York Stock Exchange on Monday, Dec. 15, 2025. (Photographer: Michael Nagle/Bloomberg via Getty Images)

 Veteran investor Ron Baron is increasing his exposure to SpaceX ahead of its highly anticipated IPO.

Baron Capital Enterprise Inc

Baron ETF Trust - Baron Financials ETF

Baron ETF Trust - Baron First Principles ETF

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SpaceX ($SPCX) reports earnings after the close today. What do you expect?

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SpaceX

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