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SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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

CoreWeave is under pressure amid a selloff in AI infrastructure stocks, as traders focus on its heavy debt, costly financing needs, and whether its contracted demand can support further growth. Bears fear dilution or default, while dip buyers point to the backlog and Nvidia ties; Goldmans upgrade and ARKs buying have not resolved the debate.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is drawing attention amid a steep selloff and negative political sentiment surrounding Trump, with traders pointing to his reported record-low approval and approaching midterms as potential headwinds. The discussion is overwhelmingly bearish, though a few traders describe the decline as a speculative buying opportunity.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Ciphers steep selloff and fresh 52-week lows are driving discussion, with traders focused on dilution and financing concerns around its convertible-note offering, alongside broader scrutiny of AI data-center costs. Bearish reactions criticize management and the share overhang, while bulls point to long-term AI infrastructure demand and data-center contracts as reasons for optimism.

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 report is the dominant focus, with traders watching for signs that subscriber growth and viewer engagement are holding up, alongside guidance on advertising and margins. The stocks weakness and analyst target cuts have fueled bearish calls for more downside, while some traders see subdued expectations as a setup for a rebound.

Vicor Corp. engages in the design, development, manufacture, and marketing of modular power components. The firm provides complete power systems based upon a portfolio of patented technologies. Its products include AC-DC converters, power systems, and accessories. The company was founded by Patrizio Vinciarelli in 1981 and is headquartered in Andover, MA.

Vicor Corp.

Attention is centered on Vicors upcoming quarterly results, with traders pointing to two Q3 growth-guidance increases tied to higher royalties from its Vertical Power Delivery licenses. The community is split between bullish earnings expectations and dip-buying, and concerns about volatility and the stocks history of post-earnings pullbacks.

Kratos Defense & Security Solutions, Inc. engages in the provision of mission critical products, services and solutions for United States national security priorities. It operates through the Kratos Government Solutions (KGS) and Unmanned Systems (US) segments. The KGS segment consists of an aggregation of KGS operating segments, including microwave electronic products, space, satellite and cyber, training solutions. The US segment refers to the unmanned aerial, unmanned ground, unmanned seaborne and related command, control and communications system businesses. The company was founded on December 19, 1994, and is headquartered in Round Rock, TX.

Kratos Defense & Security Solutions Inc

Kratos steep selloff and an analysts sharp price-target cut are driving discussion, with traders debating whether the decline reflects stretched valuation and resetting growth expectations or broader weakness in defense and drone stocks. Some remain bullish on contract momentum and long-term demand for unmanned systems, while others are frustrated that positive business updates have not steadied the share price.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBios FDA label expansion for ANKTIVA to cover papillary-only BCG-unresponsive bladder cancer, alongside favorable long-term bladder data, is driving discussion. The shares sharp decline despite the positive developments has sparked debate over a sell-the-news reaction and broader biotech weakness versus concerns about revenue growth, valuation, and competition; many holders instead blame short selling, though that claim is unverified.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras shares have fallen sharply to post-IPO lows, with traders pointing to lockup-related share supply, insider selling and a TD Cowen price-target cut as sources of pressure. The conversation is largely bearish over valuation, growth and customer concentration, though some investors see the selloff as an oversold buying opportunity and remain bullish on the companys AI-chip technology.

SK hynix, Inc. engages in the design, manufacture, and sale of semiconductor products. Its products include dynamic random access memory, not-AND flash memory, and multi-chip package. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is drawing attention after a sharp, volatile memory-stock selloff tied to concerns about Chinese competition, the durability of AI-driven demand, and foreign outflows from South Korea; a rebound has renewed dip-buying. Traders disagree on whether the decline is an overreaction to near-term fears or a warning that the memory cycle is normalizing.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Morgan Stanley named Amazon a top pick, citing stronger AWS growth prospects tied to AI demand and Nvidia GPU deployments, prompting a sharp share-price rally. Traders largely welcomed the upgrade, while others questioned whether the gains would hold and pointed to earnings and nearby resistance as tests.

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Dan Ives-Backed IVAI Raises $200M In IPO To Target Late-Stage Private AI Companies

Equity

Ives Ultra AI Opportunities is offering 20 million shares at an assumed $10 price and is scheduled to launch its IPO at market open.


Could SpaceX Buy Tesla? Ron Baron Says He Gave Elon Musk Reasons For And Against A Blockbuster Deal 

Musk’s companies generated about $30 billion of the $71 billion in profits Baron Capital has made for clients.

Pinterest, Destiny Tech100 And Other Big Stocks Moving Lower In Monday's Pre-Market Session

U.S. stock futures were lower this morning, with the Dow futures falling around 0.2% on Monday.

Shares of Pinterest, Inc. (NYSE:PINS) fell sharply in pre-market trading following the announcement that CFO Julia Brauread more...

Destiny Tech100 Inc. Reports Second Quarter 2026 Results

Destiny Tech100 Inc. (NYSE: DXYZ) today announced financial results for the quarter ended June 30, 2026. The fund reported a net asset value (NAV) of $34.30 per share of common stock, up from $24.56 per share at the end of the first quarter of 2026.As of June 30, 2026, Destiny Tech100s investment...

‘Pharma Bro’ Martin Shkreli Slams Anthropic’s Claude Drug-Discovery Claims: ‘This Is Not Impressive Work’

Claude-designed proteins successfully bound to 14 of 15 targets in independent testing by Adaptyv Bio and Twist Bioscience. 

Anthropic, OpenAI Said To Be Racing For Public Markets: Reports Of Pre-IPO Moves Tell Very Different Stories

Anthropic is reportedly meeting investors for its IPO and could launch the share sale as early as next month. OpenAI has reportedly deferred its plans to next year. 


Dan Ives Says American AI Tech Is Far Superior To China’s: ‘No One Will Compare From A Model Perspective’

While the launch of Moonshot AI’s Kimi K3 was a “mini DeepSeek moment,” the reality is that OpenAI and Anthropic are “playing a whole different game,” Ives said.


OpenAI Faces Another Blow On Road To IPO: Ailment Forces AGI Chief Fidji Simo To Leave After Less Than A Year

OpenAI has seen a string of high-profile departures in recent months, including Chief Product Officer Kevin Weil and Vice President of Engineering Srinivas Narayanan.


OpenAI Returns To The Ring As Anthropic’s Cheaper AI Raises The Stakes – Elon Musk Teases Grok 4.5 

OpenAI announced the GPT-5.6 flagship model, Sol, after delaying its release last month at the U.S. government's request due to security concerns and testing.


Anthropic Takes First Step Toward In-House AI Chip — Talks With Samsung Underway, Says Report

Artificial intelligence startup Anthropic is in preliminary discussions with Samsung Electronics to manufacture its first in-house server chip as it seeks greater control over its computing infrastructure and skyrocketing costs.

Destiny Tech100, Inc. operates as a non-diversified, closed-end management investment company. The company was founded on November 18, 2020 and is headquartered in Austin, TX.

Destiny Tech100 Inc

Bearish Sentiment

<ul class="summary-bullets"><li>The closed-end fund plans to invest at least 80% of its assets in late-stage private AI infrastructure and applied-AI companies.</li><li>The fund can invest up to 15% of its assets in private funds, giving it another way to gain exposure to private AI companies.</li><li><a class="mention" data-mention="$IVAI" data-symbol-id="IVAI" href="https://stocktwits.com/symbol/IVAI" target="_blank">IVAI</a> could take up to 12 months to build its initial portfolio.</li></ul>Ives Ultra AI Opportunities (<a class="mention" data-mention="$IVAI" data-symbol-id="IVAI" href="https://stocktwits.com/symbol/IVAI" target="_blank">IVAI</a>) priced its IPO on Tuesday, selling 20 million shares at $10 apiece to raise $200 million ahead of its NYSE debut at market open.&nbsp;The fund is chaired by Dan Ives, the longtime technology analyst and current partner at Yorkville Ives. Ives is not the portfolio manager. Ed Leathers is responsible for managing the portfolio, while Jeff Leathers runs Ives Ultra Capital Management, the investment adviser.The fund plans to put at least 80% of assets into late-stage private AI infrastructure and applied-AI companies, with up to 15% allowed in private funds for added exposure, and charges total annual expenses of 3.1% on gross assets.<h2 class="st-heading-2"><a class="mention" data-mention="$IVAI" data-symbol-id="IVAI" href="https://stocktwits.com/symbol/IVAI" target="_blank">IVAI</a> Joins A Growing Private-Tech Fund Category</h2><a class="mention" data-mention="$IVAI" data-symbol-id="IVAI" href="https://stocktwits.com/symbol/IVAI" target="_blank">IVAI</a> is not the first publicly traded vehicle designed to give retail investors access to private technology companies.Destiny Tech100 (DXYZ), which began trading on the NYSE in March 2024, invests in venture-backed private technology companies. The fund has held positions in companies including SpaceX (SPCX), OpenAI and Anthropic.In a May 2026 SEC filing, DXYZ said its shares were trading at a 151% premium to NAV, at $61.66 compared with a $24.56 NAV. The filing also cautioned that premiums can be unsustainable over time.Other vehicles, including Fundrise Innovation Fund (VCX) and ARK Venture Fund, have also sought to give investors access to private technology and venture investments.Unlike Destiny Tech100, which already holds a diversified private portfolio, <a class="mention" data-mention="$IVAI" data-symbol-id="IVAI" href="https://stocktwits.com/symbol/IVAI" target="_blank">IVAI</a> has up to 12 months just to identify its first investments.Whether the fund trades near its $10 offer price or swings toward the premiums seen elsewhere in the category will likely be the first real test of investor appetite once shares begin trading.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mu-stock-gains-earnings-jpmorgan-sees-constructive-setup-amid-netlist-legal-fight/cZMZb9lRBgk">MU Stock Gains Ahead Of Q4 Earnings: JPMorgan Sees 'Constructive' Setup Amid Netlist Legal Fight</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Tech analyst Dan Ives at Fan Event at World Flagship Space Seoul.

Ives Ultra AI Opportunities is offering 20 million shares at an assumed $10 price and is scheduled to launch its IPO at market open.

Anthropic

DESTINY TECH 100 INC

Ives Ultra AI Opportunities Inc.

OpenAI

Fundrise Innovation Fund

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SpaceX went public last week and many believe Elon Musk will merge it with Tesla in the not-so-distant future. Dan Ives has said that he'd be shocked if they don't do it soon. Do you think the companies will merge within the next five years?

Will SpaceX ($SPCX) and Tesla ($TSLA) merge within the next 5 years? 
 
Drop your predicted date in the comments.

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SpaceX

) merge within the next 5 years? 
 
Drop your predicted date in the comments.

Current Price	$27.91
Prev Close	$27.91
Open	$27.80
Dividend Yield	0.00%
50-Day Moving Average	$31.55
Beta	2.70
Avg. Volume	785,032.21
PE Ratio	2.70

52-Week High	$72.87
52-Week Low	$19.71
Market Capitalization	$1.33B
EPS (Annual)	$3.54
Price to Book	0.81
Revenue Per Employee	N/A

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