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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 Q3 earnings report dominates discussion, with traders highlighting a strong beat and rapid growth in AI computing and Starlink. Bulls welcomed the results, while skeptics focused on heavy capital spending and the companys valuation; many were also surprised by the stocks muted, volatile reaction.

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 and met revenue estimates, but softer forward guidanceespecially a reduced advertising outlook and weaker next-quarter profit forecastsparked a selloff. Traders are split between viewing the reaction as an overreaction given stronger margins and buybacks, and seeing the outlook as evidence of slowing growth and execution concerns.

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, with revenue and gross-margin estimates above prior guidance on AI-platform demand, is driving attention. Many traders welcomed the stronger outlook, while others questioned whether the gains would hold and cited lingering concerns about management credibility and the stocks volatility.

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 is drawing attention as traders await the 80th death event that triggers final analysis of its Phase 3 REGAL trial of GPS for AML, alongside upcoming SLS009 data. The sharp share-price rebound has fueled buyout and possible-news speculation, but others note there has been no confirmed catalyst and caution that the move may reflect trading volatility.

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

Q3 results beat expectations, but traders focused on slowing da Vinci procedure growth, an unchanged full-year outlook, and a one-time antitrust settlement charge. Bulls view the selloff as an overreaction and point to continued adoption, while bears cite decelerating growth and the stocks premium valuation.

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

Nvidia is drawing attention amid a volatile rebound after a sharp semiconductor selloff, as traders debate whether AI infrastructure spending can generate sufficient returns and whether debt risks at companies such as CoreWeave signal broader trouble. Bears see more downside if capex and financing concerns persist, while bulls view the pullback as overdone and expect upcoming earnings and guidance to reinforce AI-chip demand.

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 upcoming Q3 earnings report is the main focus, with traders watching margins and updates on robotaxis and Optimus alongside the financial results. The recent rebound has drawn bullish calls and short-squeeze talk, while others view the run-up as a possible sell-the-news setup; SpaceX merger speculation is also circulating but remains unconfirmed.

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 Q3 results and softer-than-expected Q4 outlook are driving discussion, with traders focused on rising fuel costs and pressure on airline margins. Some see resilient demand and revenue growth as positives, while others view the earnings shortfall and fuel burden as reasons for caution.

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 dominant topic, with traders debating whether the milestone can support a recovery. Many are frustrated that the shares showed little response or fell, arguing that certification alone does not resolve production and delivery constraints or uncertainty about cash flow; others view it as an important step toward converting the order backlog into deliveries.

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. 

A rebound after a sharp AI-neocloud selloff has traders debating whether the move signals stabilization or is only a temporary bounce. Financing costs and concerns about the sectors viabilityamplified by CoreWeaves debt worries and Gartners warningare weighed against bulls view that Nebius is better positioned, with earnings expected to provide more clarity.

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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. 

Tidal Trust II - Nicholas Crypto Income ETF

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.

Exchange Traded Concepts Trust - Bitwise Crypto Industry Innovators ETF

Destiny World

Riot Platforms Inc

Hold rates steady

Cut 25 bps

Hike 25 bps

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.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

Current Price	$11.73
Prev Close	$11.58
Open	$11.46
Dividend Yield	N/A
50-Day Moving Average	$13.50
Beta	N/A
Avg. Volume	324,508.60
PE Ratio	N/A

52-Week High	$26.90
52-Week Low	$11.33
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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