SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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 upcoming Q3 earnings report is the main focus, with traders watching guidance, subscriber engagement and advertising growth after a steep share-price decline and recent layoffs and content-leadership changes. Views are split between hopes for a rebound if results or outlook exceed subdued expectations and bets on further losses if growth concerns persist.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Modernas rally is tied to enthusiasm for its Merck-partnered personalized melanoma vaccine after positive Phase 3 topline results, with traders focused on the detailed data presentation at ESMO. Bulls see validation of a broader cancer-vaccine platform and momentum, while bears argue expectations and valuation are stretched and warn of a possible sell-the-news reaction.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980 and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

Traders are citing a reported ClinicalTrials.gov update adding a site to Sareptas ENHANCE Elevidys safety study as a possible trigger for the rebound, though they note the study timeline reportedly slipped. The broader debate centers on whether upcoming DM1 and FSHD data can support a recovery, with some traders pointing to short covering and others stressing that those clinical results remain unproven.

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 sharp selloff and fresh low are being linked by traders to plans for a potential Monee listing and the launch of Sea Cloud, alongside concerns about spending and competition in e-commerce. Some see a Monee separation as value-unlocking, while others view the plans and uncertainty around them as a reason to sell; claims of further undisclosed bad news remain speculation.

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 earnings beat and higher outlook have been met with a sharp selloff, prompting traders to question why strong demand and orders are not lifting the shares. The debate centers on rising costs, weaker cash conversion and an insurance loss, while some investors view the reaction as excessive given the improved guidance.

General Motors Co. engages in the designing, manufacturing, and selling of trucks, crossovers, cars, and automobile parts, and in providing software-enabled services and subscriptions. It operates through the following segments: GMNA, GMI, Cruise, and GM Financial. The company was founded by William C. Durant on September 16, 1908 and is headquartered in Detroit, MI.

General Motors Company

GM is drawing attention after its quarterly earnings beat and improved cash-flow outlook failed to prevent a sharp selloff, as traders focused on narrowed full-year profit guidance with no increase to its midpoint. Some see the new buyback and cash generation as support for the shares, while others argue the outlook disappointed despite the strong quarter.

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 agreement to sell its prenatal testing business to Labcorp is driving the sharp rally, with traders viewing the cash proceeds as a potential balance-sheet and strategic reset. Others argue the divestiture removes a significant revenue stream and leaves concerns about debt and weakness in the remaining business; the transaction is still pending approval and closing.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

Attention centers on TG Therapeutics MSToronto presentations, especially initial Phase 1 azer-cel data in progressive MS and additional BRIUMVI results, with commercial growth and a future subcutaneous formulation also part of the bullish case. Traders are anticipating a catalyst-driven move, though some caution that the azer-cel results remain uncertain and complain that the shares have struggled to break out of a trading range.

The Compound Governance Token is a governance token on the Compound Finance lending protocol, COMP allows the owner to delegate voting rights to the address of their choice; the owner’s wallet, another user, an application, or a DeFi expert. Anybody can participate in Compound governance by receiving delegation, without needing to own COMP.  Anybody with 1% of COMP delegated to their address can propose a governance action; these are simple or complex sets of actions, such as adding support for a new asset, changing an asset’s collateral factor, changing a market’s interest rate model, or changing any other parameter or variable of the protocol that the current administrator can modify.

Compound

A sharp COMP rally has sparked breakout talk, with traders pointing to rising momentum, chart patterns, and the tokens limited supply; others remain skeptical, calling it a volatile bounce and questioning whether gains can hold.

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

RAP-219s Phase 2 trial in bipolar mania met its primary and secondary endpoints, prompting bullish trading and analyst optimism, including an upgrade. The community is divided over the modest placebo-adjusted benefit and concerns about agitation and discontinuations; the initial surge faded as traders debated whether the data justify further upside.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

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

Double beat (rev + EPS)

Revenue beat, EPS miss

EPS beat, revenue miss

Double miss

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

Stocktwits

SpaceX

) reports earnings after the close today. What do you expect?

Current Price	$28.95
Prev Close	$28.84
Open	$28.56
Dividend Yield	N/A
50-Day Moving Average	$30.40
Beta	N/A
Avg. Volume	40,904.60
PE Ratio	N/A

52-Week High	$32.62
52-Week Low	$22.06
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

Feed

News

Sentiment

Fundamentals

Info

BCTK Fundamentals