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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.

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 the main catalyst, clearing a long-standing regulatory hurdle for a model tied to a sizable share of the 737 backlog. Traders are frustrated that the approval has not lifted the stock, arguing it may be priced in and that production, deliveries, and cash generation remain the bigger tests.

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.

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 after reports that it plans to list fintech arm Monee and launch an AI cloud business, despite some traders viewing the moves as potential growth opportunities. The community is divided over whether the plans could unlock value or create uncertainty and spending concerns, while many point to the stocks sharp technical breakdown.

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.

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.

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.

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RIOT Stock Gains After ‘Transformational’ Anthropic Deal Wins Wall Street Confidence

Equity

Riot Platforms secured a 20-year, $9.1 billion colocation agreement covering 191 MW of AI data center capacity at its Rockdale campus in Texas.


Hut 8 Stock Hits One-Month Low – Analyst Doubles Price Target Amid The Dip

Hut 8 holds 10,278 Bitcoin worth roughly $665 million and is scheduled to report second-quarter results next month.

Robinhood Price Target Cut Again, But Analysts Still See 46% Upside

Despite headwinds, analysts see long-term growth, projecting over 20% annual asset expansion.

IREN Stock Is Tanking More Than 22% After Hours – What’s Driving The Selloff?

The company posted a net loss of $155.4 million during the second quarter 2026 compared to a profit of $384.6 million it reported in the first quarter.

IREN Stock Dives 14% Today Ahead Of Q2 Earnings As Retail Calls The Move ‘Market Manipulation’ – What Are Analysts Expecting?

The company is expected to post a revenue of $227.33 million, a more than 100% jump from a year-ago quarter, according to data from Stocktwits.

Why Bitfarms Stock Is Down After Hours?

Keefe Bruyette downgraded Bitfarms to ‘Market Perform’ from ‘Outperform’. 


MSTR Buys $2.13B Worth Of Bitcoin Amid ETF Interest

Strategy bought 22,305 bitcoins between January 12 and January 19, by using proceeds from the sale of shares under Strategy's at-the-market offering program.


Tom Lee-Backed BMNR Edges Higher After AGM Despite Speaker No-Shows – Chairman Signals Lighter Investment

Cryptocurrency

Shareholders approved a major expansion in Bitmine’s authorized share count to 50 billion from 500 million during the AGM.

BMNR Stock Rises In After Market Hours, Chairman Tom Lee Says Will Productize Bitmine

Tom Lee in annual shareholder meeting said the Bitmine would easily make a 10 times return on its $200 million investment in famous youtuber MrBeasts’ company.


Tom Lee-Backed BMNR Stakes Over A Quarter Of Its Ethereum Treasury Ahead Of Shareholder Vote

Bitmine shareholders are scheduled to vote on the company’s proposal to increase authorized shares from 500 million to 50 billion on Thursday. 

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Neutral Sentiment

<ul class="summary-bullets"><li>Bloomberg reported that Anthropic is the customer behind the deal, although Riot identified it only as a “leading frontier AI” company.</li><li>Cantor Fitzgerald, Bernstein, Piper Sandler, Citi and H.C. Wainwright all raised their price targets following the announcement.</li><li>Bernstein said the new contracts provide a clearer path toward monetizing Riot’s data center assets.</li></ul>Shares of Riot Platforms (RIOT) jumped in pre-market trade on Monday after the company announced a 20-year, $9.1 billion deal with a “frontier AI lab,” reported to be Anthropic, winning Wall Street’s confidence.&nbsp;H.C. Wainwright posted the largest increase, raising its target to $40 from $25 while maintaining a ‘Buy’ rating, according to TheFly. Citi also increased its price target to $32 from $28 and kept a ‘Buy’ rating.&nbsp;H.C. Wainwright analyst Mike Colonnese said the company "delivered on the two key proof points investors were focused on" coming into the earnings print. One was the signing of another large-scale AI data center contract beyond AMD and "tangible" leasing progress at its Corsicana campus.Meanwhile, Citi described Riot’s second-quarter (Q2) results and the new agreement as "transformational," saying the company is building one of the more compelling contracted data center platforms in the sector.<a href="https://stocktwits.com/symbol/RIOT">RIOT stock</a> rallied as much as 15% in pre-market trade and was among the top trending tickers on the platform. Retail sentiment around RIOT shares improved to ‘extremely bullish’ from ‘bullish’ over the past day, and chatter increased to ‘high’ from ‘normal’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_08_11_081133_41e9f0e96f.png" alt="Screenshot 2026-08-11 081133.png" width="1277" height="682"><figcaption>RIOT stock retail sentiment on August 11 as of 8:00 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Riot Lands $9.1B AI Data Center Deal</h2>Cantor Fitzgerald said Riot’s delayed Q2 results ultimately delivered two important developments – the $9.1 billion AI lease at the Rockdale campus in Texas and a letter of intent covering the company's full 1 GW Corsicana site.Anthropic was not named by Riot in its announcement, which identified the customer only as a “leading frontier AI” company. Bloomberg&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/riot-stock-jumps-overnight-after-report-names-anthropic-as-mystery-cloud-customer/cZoZiiuRJfm">reported</a> that Anthropic is the customer, citing people familiar with the matter.Riot said the agreement is expected to generate approximately $9.1 billion in total contract revenue over its 20-year term. The 191 MW of capacity will be delivered in two phases. Riot expects to deliver 96 IT MW in December 2027, followed by another 95 IT MW in June 2028.The company also stated that it had signed a non-binding letter of intent with a single tenant covering the site's full 1 GW capacity.<h2 class="st-heading-2">Wall Street Raises RIOT Price Targets</h2>Cantor Fitzgerald raised its price target to $30 from $23 and maintained an ‘Overweight’ rating on RIOT’s stock. The firm said the Corsicana agreement could create significant additional upside if Riot secures a contract on terms similar to the Rockdale deal.Bernstein lifted its target to $35 from $30 and kept an ‘Outperform’ rating, while Piper Sandler raised its target to $25 from $23 and maintained an ‘Overweight’ outlook.The agreement gives Riot a long-term contracted revenue stream from its data center infrastructure and represents another step in the company's shift beyond Bitcoin (BTC) mining toward AI and high-performance computing infrastructure.<a href="https://stocktwits.com/symbol/BTC.X">Bitcoin’s price</a> fell 0.9% in the last 24 hours, falling below the $65,000 mark&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/xrp-price-drops-to-its-lowest-level-since-2024-bitcoin-failed-to-hold-above-64-k/cZoZHl2RJQf">yet again</a> after Michael Saylor-backed Strategy (MSTR)&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mstr-sells-bitcoin-worth-108-6-m-peter-schiff-says-saylor-has-given-up-on-digital-credit/cZoZlqMRJfM">sold</a> over $100 million of BTC from its stash over the past week.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/default/equity/cathie-woods-ark-invest-adds-nvda-net-stocks-spacex-merger-rumors/cZoZMKORJQJ">ARK Is Buying The AI Dip: Cathie Wood Adds NVDA Across Five Funds, Buys NET, AVGO Stocks Too</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Riot Platforms secured a 20-year, $9.1 billion colocation agreement covering 191 MW of AI data center capacity at its Rockdale campus in Texas.

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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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