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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 drew attention after traders highlighted a sizable earnings and revenue beat, though the share reaction was muted and volatile. The debate centers on whether strong growth can outweigh heavy spending, valuation concerns and a looming share unlock.

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 results beat earnings expectations, but weaker forward guidanceparticularly the Q4 outlookprompted a sharp post-report selloff. Traders are split between viewing the drop as justified by slowing growth and buying it as an overreaction to an otherwise solid quarter.

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

A sharp rebound has focused attention on the approaching 80-event trigger for SELLASs Phase 3 REGAL trial and its eventual final analysis, with traders also pointing to SLS009 updates as potential catalysts. Buyout and data-leak theories are circulating, but no deal or new trial result is confirmed; some traders view the move as a speculative rebound without company news.

Intuitive Surgical, Inc. engages in the provision of robotic-assisted surgical solutions and invasive care through a comprehensive ecosystem of products and services. Its products include Da Vinci Surgical and Ion Endoluminal systems. The company was founded by Frederic H. Moll, John Gordon Freund, and Robert G. Younge in November 1995 and is headquartered in Sunnyvale, CA.

Intuitive Surgical Inc

Intuitive Surgicals Q3 results beat expectations, but shares sold off, prompting traders to call it a sell the news reaction. Bulls see the drop as an overreaction to strong results, while skeptics point to weaker reported earnings after a one-time litigation charge and elevated expenses.

United Airlines Holdings, Inc. is a holding company, which engages in the provision of transportation services. It operates through the following geographical segments: Domestic, Atlantic, Pacific, and Latin America. The company was founded on December 30, 1968 and is headquartered in Chicago, IL.

United Airlines Holdings Inc

Uniteds quarterly results narrowly missed expectations as sharply higher fuel costs pressured profitability despite revenue growth, while upbeat forward revenue guidance and resilient travel demand offered a counterpoint. Traders are divided between concern that fuel will keep squeezing margins and optimism that demand and pricing can offset the costs.

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 sharp selloff and underperformance versus other AI data-center peers are fueling debate amid concerns about neocloud funding, AI infrastructure returns and potential sector consolidation. Traders are split over whether the decline reflects business, dilution and execution risks or an oversold move; bulls cite co-CEO Daniel Roberts comments that data-center assets carry no debt and customer prepayments help fund GPU costs, while skeptics remain unconvinced.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

The FAAs certification of Boeings 737 MAX 10 is driving attention, with traders debating its significance because the model represents a substantial part of the MAX backlog. The stocks weak reaction has fueled a sell the news discussion, as many focus on whether Boeing can increase production and deliveries enough to improve cash generation.

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

Sea shares are selling off despite plans to pursue a Monee financial-services IPO and launch an AI cloud business. Traders debate whether the moves could unlock value or instead add uncertainty and spending, while many point to the stocks sharp technical breakdown; some view the decline as an overreaction.

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

SRPTs rise is being attributed mainly to strength across biotech, with traders also citing Silence Therapeutics acquisition as a signal of broader pharma interest in siRNA. The community is divided on whether the move reflects sector momentum or company-specific buying; speculation about a data leak remains unconfirmed.

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

GE fell despite beating quarterly expectations and raising its outlook, with traders focused on rising costs, weaker cash conversion, and an insurance loss rather than strong orders and demand. The reaction sparked frustration over repeated selloffs after earnings, while some traders viewed the decline as a buying opportunity.

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MARA CEO Says Bitcoin's Payments Use Case Has 'Seen Its Day Go By' As Miners Chase AI Money

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Stablecoins will fill the role of commercial crypto transactions, Fred Thiel stated, warning that Bitcoin’s transaction fees aren’t taking over from the block subsidy as the network was intended to do.


SRN Advisors, LLC to Close and Liquidate the Siren DIVCON Leaders Dividend ETF (LEAD) and Siren NexGen Economy ETF (BLCN)

SRN Advisors, LLC to Close and Liquidate the Siren DIVCON Leaders Dividend ETF (LEAD) and Siren NexGen Economy ETF (BLCN) SRN Advisors, LLC to Close and Liquidate the Siren DIVCON Leaders Dividend ETF (LEAD) and Siren NexGen Economy ETF (BLCN) PR Newswire HUNTINGDON VALLEY, Pa., July 1, 2026...

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<ul class="summary-bullets"><li>CEO Fred Thiel said MARA could turn all existing mine sites to AI, transfer its whole fleet to one Texas site, and still mine successfully.</li><li>Thiel added that because Bitcoin fails to produce any yield, it depends on the fact that more people want to buy it than want to sell it.</li><li>MARA operates 1.1 gigawatts today and now sits on more than 4 gigawatts of power after the Long Ridge deal and a newly announced 2-gigawatt campus in Texas.</li></ul>Fred Thiel, chairman and CEO of MARA Holdings (MARA), the largest public Bitcoin (BTC) miner, said Bitcoin's use as a medium of exchange has "seen its day go by," adding the commercial transaction layer for AI and everyday payments will be built on stablecoins, not Bitcoin.Thiel told Natalie Brunell on her “Coin Stories” podcast on Thursday that both sides of a transaction need to know the value of what they are trading. He said with thousands of transactions a second and thin margins, small moves in the price of Bitcoin distort the value actually received by each side.&nbsp;That was paired with what he calls Bitcoin’s fundamental problem as an asset. It doesn’t generate any yield, so it depends on more people wanting to own it than want to sell it.Thiel said Bitcoin remains a store of value for holders who want assets outside central control and fully portable, and that he holds it personally. He also said he is not less excited about Bitcoin than five years ago, but has "put it in a different box."<a href="https://stocktwits.com/symbol/MARA">MARA stock</a> closed down over 5% on Friday. On Stocktwits, retail sentiment around MARA dropped to the ‘bearish’ zone from the ‘neutral’ zone, while chatter stayed at ‘normal’ levels over the past day.<h2 class="st-heading-2">Every Site Could Go AI</h2>Thiel outlined the economic rationale for the sector’s change of course. Bitcoin mining site costs $1 million per megawatt, all-in, including infrastructure and compute, he said. Infrastructure for an AI data center is $10 million to $15 million per megawatt before any compute is layered on top.MARA currently runs on 1.1 gigawatts and now has more than 4 gigawatts of power after the Long Ridge transaction, a roughly 505-megawatt gas-fired plant on 1,600 acres and the recently announced HIF site in Texas, a 2-gigawatt campus adjacent to a nuclear plant with more than a dozen weatherproofed high-voltage lines.Because MARA operates a containerized mining model, the CEO said the equipment can be shipped between sites. There's enough cheap energy at the Texas site that, in theory, the company could convert all of its current mining sites to AI, move the entire fleet there, and still come out ahead with its 900 megawatts at that site available for AI on top of that.Once a lease is signed, buildout takes 18 to 24 months, and MARA structures deals so it can keep mining until the electrons are redirected. The company chose to team up with Starwood instead of going it alone because it didn't have the tenant relationships and construction expertise needed to get its own hyperscaler leases.<h2 class="st-heading-2">The Budget Question</h2>The thing that the industry needs to be talking about as miners pivot is Bitcoin’s security budget, Thiel said. He said that transaction fees were meant to compensate miners as the block subsidy decreases with successive halvings, but that’s not happening. He estimated fees at around five basis points of block value.He said that at the end of the day, industrial Bitcoin mining is more of a residual activity than a business. Miners are treated as power sinks for load balancing, and mining moves to where there are excess electrons- a solar microgrid once the batteries are full or a data center during commissioning, where mining can replace the load banks usually used to absorb power at essentially no incremental cost.<h2 class="st-heading-2">Why MARA Sold Its Bitcoin&nbsp;&nbsp;</h2>Thiel said that MARA is not buying more Bitcoin now because most miners are mining at a loss, and funding purchases would mean diluting shareholders. The company sold around 20,000 BTC over the past year to pay down about $1 billion in convertible debt, a move that resulted in selling Bitcoin near $80,000 because of the discount on the notes, he said.<a href="https://stocktwits.com/coins/bitcoin">Bitcoin's price</a> was trading around $64,145, up 0.3% in the last 24 hours. On Stocktwits, retail sentiment around BTC dropped to the ‘neutral’ zone from the ‘bullish’ zone, accompanied by ‘low’ chatter levels over the past day.Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/nvidia-open-weights-letter-bullish-crypto/cZZsEUaR7zF">This Bitwise Advisor Says Nvidia And Solana Had The Same 'Aha Moment' As Jensen Huang Pushes Open AI Models</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

House Financial Services Committee Holds Hearing Examining Biden Administration's Policies Towards Cryptocurrencies. (Photo by Anna Rose Layden/Getty Images)

Stablecoins will fill the role of commercial crypto transactions, Fred Thiel stated, warning that Bitcoin’s transaction fees aren’t taking over from the block subsidy as the network was intended to do.

Exchange Traded Concepts Trust - Bitwise Crypto Industry Innovators ETF

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Marathon Digital Holdings Inc

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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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