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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 earnings beat, first reported profit, and rapid growth in AI-compute revenue are driving attention, with traders also focused on ambitious revenue outlook claims. Many celebrated the results and AI-infrastructure demand, while skeptics questioned the valuation and heavy capital spending and some traders said the share-price reaction was muted.

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, which raised revenue and gross-margin expectations on stronger AI-platform demand, is driving attention. Many traders welcomed the outlook and anticipated a short squeeze, while skeptics questioned the companys credibility and whether the sharp rally could hold.

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 earnings beat expectations, but softer fourth-quarter guidance and a reduced advertising outlook reignited concerns about slowing growth, prompting a sharp selloff. Traders are split between viewing the reaction as overdone given the profitable quarter and buybacks, and worrying that weaker growth and competition will weigh on the business.

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

Reported Chinese orders for export-compliant Nvidia workstation GPUs are drawing attention, with traders viewing the demand and supply constraints as bullish while noting the stock has not responded strongly. The discussion also weighs that demand against concerns about AI infrastructure spending, financing and the recent weakness in semiconductor shares.

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 quarterly earnings are drawing attention, with traders debating whether margins and guidance can justify the run-up or trigger a sell-the-news reaction; robotaxi and AI plans are also in focus. Musks confirmation that special committees will evaluate a possible SpaceX merger has added speculation, though traders disagree on its likelihood and whether it would benefit Tesla shareholders.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intels JPMorgan upgrade and reported foundry-customer developments are fueling discussion, alongside the AMD collaboration on AI software; traders are divided between optimism about a turnaround and skepticism after the sharp selloff, with earnings approaching.

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. 

Nebius is caught in a sharp neocloud and AI-infrastructure selloff, with traders citing financing and debt concernsespecially around CoreWeaveand doubts about whether AI spending will deliver adequate returns. The community is split between viewing the decline as sector-wide fear and a buying opportunity given continued compute demand, and expecting further weakness until funding risks ease.

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

IREN is drawing attention amid a sharp selloff in AI/neocloud stocks and investor concerns about financing, despite co-CEO Daniel Roberts saying its data centers carry no debt and customer prepayments help fund GPU costs. Traders are split between expecting an oversold bounce and anticipating further declines, with many frustrated that IREN has lagged peers.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

Debt and refinancing concerns, reinforced by HSBCs bearish assessment of CoreWeaves returns and AI-demand risks, are driving the discussion. Traders are split between expecting further weakness and viewing the sharp rebound as a potential short squeeze, while reports of another GPU price increase give bulls a counterpoint on demand and pricing power.

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 shares are drawing attention as traders anticipate the 80th event in the Phase 3 REGAL trial, which would trigger the trials final analysis; the results remain uncertain. The community is split between optimism that the catalyst could support a larger move or attract a buyer and skepticism that the recent rebound reflects anything more than volatile trading without new company news.

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Backblaze to Announce Third Quarter 2026 Results on November 2, 2026

Backblaze, Inc. (Nasdaq: BLZE), the high-performance capacity storage layer for AI, will report financial results for its third quarter ending September 30, 2026 on Monday, November 2, 2026 after market close. Following the release of results, Backblaze will host a conference call and webcast at...

Backblaze Builds on Its Jamf Integration with New Deployment Options for Mac Backup

Backblaze, Inc. (Nasdaq: BLZE), the high-performance capacity storage layer for AI, introduced updates to Business Computer Backup that change how Jamf admins deploy and manage backup across their environments - helping ensure endpoint data is consistently protected, not just managed. The release...

Backblaze Publishes Q2 2026 Drive Stats: Quarterly Failure Rate Rises to 1.73%

Backblaze, Inc. (Nasdaq: BLZE), the high-performance capacity storage layer for AI, today published its Q2 2026 Drive Stats report. Now in its thirteenth year, Drive Stats analyzes more than 350,000 production hard drives across Backblaze's global storage cloud, making it the industry's largest...

AudioEye (AEYE) Soars 5.7%: Is Further Upside Left in the Stock?

AudioEye (AEYE) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.

Backblaze to Present at AI Infra Summit 2026: Architecting the AI Data Plane

Backblaze, Inc. (Nasdaq: BLZE), the high-performance capacity storage layer for AI, will exhibit and present as a sponsor at AI Infra Summit 2026, Sept. 1517 at the Santa Clara Convention Center. AI infrastructure teams are facing an existential challenge as their datasets outgrow what premium...

Backblaze and WEKA Simplify Data Management Across the AI Lifecycle

Backblaze, Inc. (Nasdaq: BLZE), the high-performance capacity storage layer for AI, and WEKA, the AI data and memory infrastructure company, today announced a collaboration designed to simplify how AI teams manage data across the AI lifecycle. As AI teams generate enormous volumes of data across...

Backblaze Announces Pricing of Upsized $175 Million Convertible Senior Notes Offering

Backblaze, Inc. (Nasdaq: BLZE), the storage platform powering AI and data-intensive workloads, today announced the pricing of $175 million aggregate principal amount of 0.00% Convertible Senior Notes due 2031 (the Notes) in a private offering (the Offering) to qualified institutional buyers...

Backblaze Announces Proposed Private Offering of $150 Million of Convertible Senior Notes

Backblaze, Inc. (Nasdaq: BLZE), the storage platform powering AI and data-intensive workloads, today announced that it intends to offer, subject to market and other conditions, $150 million aggregate principal amount of Convertible Senior Notes due 2031 (the "Notes") in a private offering (the...

BLZE Q2 Earnings Call Focuses on CoreWeave and AI Storage

Backblaze's Q2 beat and higher 2026 outlook highlight AI storage growth, with the $335M CoreWeave deal adding multi-year visibility.

Why Backblaze Stock Jumped Today

Key PointsBackblaze is winning new customers and earning more business from existing clients...

Backblaze, Inc. operates as a cloud provider for businesses and consumers to store, use, and protect their data. The firm provides a foundation for businesses, developers, IT professionals, and individuals to store, backup, and archive data, host content, manage media, and build their applications. It also offers B2 Cloud Storage and Computer Backup services. The company was founded by Timothy Nufire, Gleb Budman, Charles Jones, Kwok Hang Ng, Brian Wilson, Nilay Patel and Damon Uyeda in 2007 and is headquartered in San Francisco, CA.

Backblaze Inc - Ordinary Shares - Class A

BLZE Stock Hits A 55-Month High — CEO Says Backblaze Had An 'Amazing Quarter', CRWV Deal Impresses Wall Street

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Bullish Sentiment

<ul class="summary-bullets"><li>Kidron attributed the strong quarter to rising AI demand, improving traction with larger enterprise customers and Backblaze's largest-ever deal with CoreWeave.</li><li>Lake Street also raised its price target on Backblaze to $21 from $14 while maintaining a ‘Buy’ rating, saying revenue from the CoreWeave partnership is expected to build gradually through 2026.</li><li>The firm expects the contract's minimum revenue commitments to "fully kick in" by mid-2027, prompting it to raise its adjusted earnings before interest, taxes, depreciation, and amortization estimates.</li></ul>Shares of Backblaze Inc. (BLZE) soared in Tuesday’s&nbsp;opening trade, hitting their highest levels in about 55 months after the cloud storage company reported stronger-than-expected second-quarter (Q2) results.Backblaze’s Q2 performance prompted Wall Street analysts to raise their price targets as AI demand and a record CoreWeave Inc. (CRWV) contract boosted growth.<figure class="image"><img src="https://news.stocktwits-cdn.com/BLZE_stock_445b17e32a.png" alt="BLZE stock.png" width="1522" height="928"><figcaption>Source: TradingView</figcaption></figure><a href="https://stocktwits.com/symbol/BLZE">Backblaze shares</a> were up nearly 50% in&nbsp;Tuesday’s opening session.<h2 class="st-heading-2">BLZE’s CRWV Deal Impresses Wall Street</h2>According to TheFly, Oppenheimer analyst Ittai Kidron raised his price target on Backblaze to $25 from $15 while maintaining an ‘Outperform’ rating, saying B2 cloud storage revenue came in well ahead of expectations.The analyst attributed the strong quarter to rising AI demand, improving traction with larger enterprise customers and Backblaze's largest-ever deal with CoreWeave, alongside broader investment in next-generation cloud infrastructure.Kidron said those factors underscore the company's positioning as AI infrastructure spending continues to expand, with the CoreWeave agreement serving as a key contributor to the quarter's outperformance.Lake Street also raised its price target on Backblaze to $21 from $14 while maintaining a ‘Buy’ rating, saying revenue from the CoreWeave partnership is expected to build gradually through 2026 because of data transfer limits and the time required to onboard managed services.The firm expects the contract's minimum revenue commitments to "fully kick in" by mid-2027, prompting it to raise its adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) estimates for both 2026 and 2027. Lake Street said the phased ramp supports stronger profitability over the next two years as the CoreWeave relationship matures.<h2 class="st-heading-2">Citizens Sees Broad-Based Momentum</h2>Citizens analyst Rustam Kanga also raised his price target on Backblaze to $21 from $16, while reiterating an ‘Outperform’ rating. The analyst pointed to the company's higher full-year outlook, citing broad-based business strength rather than a single growth driver.According to Citizens, strong sales execution, resilient customer retention, growing AI-related demand and the CoreWeave contract support Backblaze's growth outlook, with the raised guidance reinforcing confidence in the company's momentum.<h2 class="st-heading-2">BLZE CEO Hails ‘Amazing Quarter’ On AI Momentum</h2>Backblaze co-founder and CEO Gleb Budman called Q2 "an amazing quarter" after the company exceeded the high end of its revenue and adjusted EBITDA guidance.The company reported earnings per share (EPS) of $0.08 on revenue of $42.7 million, while Wall Street expected an EPS of $0.02 on revenue of $39.9 million, according to Fiscal.ai data.Backblaze stated that its B2 Cloud Storage revenue climbed 34% year-on-year to $26.6 million, driven by growing demand for AI and data-intensive workloads.Budman highlighted the company's recently announced $335 million strategic agreement with CoreWeave as validation of Backblaze's role in the AI infrastructure stack, saying AI workloads require scalable, cost-effective storage where the company is “built to win.”Backblaze also raised its full-year 2026 outlook, increasing its revenue forecast to $172 million-$174 million from $161.5 million-$163.5 million, compared to Wall Street estimates of $164.2 million.<h2 class="st-heading-2">What Retail Traders Think Of BLZE Stock</h2>Retail sentiment on Stocktwits around Backblaze trended in the ‘extremely bullish’ territory with message volumes at ‘extremely high’ levels.<a href="https://stocktwits.com/symbol/BLZE">BLZE stock</a> is up 398% year-to-date and 349% over the past 12 months. The iShares Russell 2000 Growth ETF (IWO) is up 31% over the past 12 months, while the iShares Micro-Cap ETF (IWC) is up 49%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/default/equity/dow-soars-all-time-high-scott-bessent-us-iran-deal-reopen-strait-of-hormuz/cZo5mnDRJEp">Dow, S&amp;P 500 Hit All-Time High After Bessent Says US-Iran Could Reach A Deal To Reopen Strait Of Hormuz</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Oppenheimer analyst Ittai Kidron raised his price target on Backblaze to $25 from $15 while maintaining an ‘Outperform’ rating, saying B2 cloud storage revenue came in well ahead of expectations.

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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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Current Price	$9.17
Prev Close	$9.29
Open	$9.02
Dividend Yield	0.00%
50-Day Moving Average	$14.26
Beta	1.80
Avg. Volume	1.76M
PE Ratio	-26.79

52-Week High	$23.99
52-Week Low	$3.26
Market Capitalization	$575.05M
EPS (Annual)	-$0.4556
Price to Book	6.48
Revenue Per Employee	$455,734.38

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