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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 strong quarterly results, rapid growth in its AI compute business, and Musks ambitious revenue outlook fueled bullish enthusiasm. Traders also questioned the valuation and heavy capital spending, with some skeptical that the growth projections are achievable.

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 first-quarter update sharply raised its revenue outlook and improved its gross-margin forecast, citing stronger AI-platform demand. Many traders view the update as a potential validation of growth and a reason for a re-rating, while others question whether the company can deliver consistently and whether the rally will 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 results beat profit expectations, but a softer Q4 outlook and a lower advertising revenue forecast have fueled a selloff amid concerns about slowing growth. Bears see deeper issues with ad execution, engagement and competition, while some bulls view the reaction as overdone given the companys profitability and buybacks.

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 orders from Alibaba, ByteDance and Tencent for Nvidias export-compliant GPUs have focused attention on Chinese demand despite U.S. restrictions and reported supply limits. Traders also cite strong AI infrastructure spending, including SpaceXs results, as bullish support, while others question whether the spending can earn adequate returns and note Nvidias muted share-price reaction.

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 anticipate the REGAL Phase 3 trial reaching its 80-event trigger for final analysis; the last disclosed count was 78. The rebound has fueled speculation about an imminent data update or buyout, amplified by the CEOs next chapter remarks and the companys planned ASH presence, while skeptics stress that no new results or deal have been confirmed.

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 broad selloff in AI infrastructure and neocloud stocks, as traders worry about debt-funded expansion, financing costs, and whether demand can justify the buildout; weakness in CoreWeave and other peers is a frequent point of comparison. Bulls argue that strong compute demand and upcoming earnings could support a recovery, while others see the rebounds as temporary amid continued sector and market pressure.

TOSHI

TOSHI is drawing attention amid a rebound and increased trading activity, with traders watching a repeatedly tested resistance area and speculating about a breakout or short squeeze. Optimism over a possible move higher is countered by concerns that previous rallies have faded; talk of an upcoming announcement or listing remains unconfirmed.

Fervo Energy Co. operates as a energy company. It builds and operates power facilities in extracting geothermal energy. The company was founded by Jack Norbeck and Timothy Latimer in 2017 and is headquartered in Berkeley, CA.

Fervo Energy Co. - Ordinary Shares - Class A

Fervo Energy Co

FRVO is under pressure amid a sharp selloff and debate over a bearish Morpheus Research report questioning Fervos geothermal performance, including water recovery and project economics; some traders also cite analyst rating cuts and transmission constraints. Bulls dispute the report and point to Cape Stations commercial operation and Google power agreement, while skeptics say execution and scalability remain unproven.

Redwire Corp. engages in the development and provision of space and defense technologies and mission-critical solutions for government, commercial, and civil customers. Its offerings include spacecraft platforms, space infrastructure, avionics, sensors and payloads, power generation systems, radio frequency systems, microgravity research and manufacturing technologies, autonomous systems, optical sensors, and digital engineering solutions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Attention is centered on Redwires upcoming Q3 earnings, with traders watching support for a possible double bottom and looking for a catalyst to reverse recent weakness. Some expect a lift from strength in other space stocks, while others remain cautious about low volume and the stocks inability to hold gains.

MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It operates through the following segments: Materials and Magnetics. The Materials segment focuses on the operation of Mountain Pass, which produces refined rare earth oxides and related products, as well as rare earth concentrate products. The Magnetics segment is involved in the operation of Independence Facility, where the company began production of magnetic precursor products. The company was founded by James Henry Litinsky and Michael Rosenthal in 2017 and is headquartered in Las Vegas, NV.

MP Materials Corporation

MP is being discussed amid a broad rare-earth sector selloff and uncertainty over U.S.China negotiations and Chinese rare-earth shipments. Traders are split between near-term concerns about continued weakness and the longer-term case for U.S. supply-chain independence, government backing, and MPs magnet-production ramp.

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Nokia Extends Microsoft Tie-Up With AI Platform For Telecom Network Automation – NOK Stock Rises Premarket

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Nokia and Microsoft are combining their telecom data and analytics platforms to support agent-based network operations across multi-vendor environments.

NOK Stock Rises 5% Premarket: Nvidia-Powered AI-RAN Trials Expand, UK Defense Push Deepens

Nokia unveiled fresh progress across two strategic markets, expanding NVIDIA-based AI-RAN trials with global operators while strengthening UK defense communications.

NOK Stock Rises Overnight: Analyst Calls Nokia AI Optical Dark Horse Trading At 'Conservative Valuation' 

Nokia’s optical networking business is gaining traction with AI and cloud customers, along with strong retail interest.


Should You Invest in the iShares U.S. Digital Infrastructure and Real Estate ETF (IDGT)?

NOK Stock Rises Pre-Market: Trump Endorsement Adds Fuel To AI Growth Push For Nokia 

President Trump highlighted Nokia’s $30 million Pennsylvania semiconductor expansion.


Nokia Stock Extends Rally After Hitting 17-Year High: AI Boom, Insider Buying Fire Up Retail Bulls

Nokia’s senior executive bought over 44,000 shares worth $706,000. 


Nokia Stock Rally Stays Super-Hot: Analysts See More Upside On AI Infra Strength

Momentum in Nokia’s AI-augmented networking offerings is driving upside, analysts say.


Peak of Iran War Priced-In? Low-P/E High Momentum ETFs in Focus 

Markets may have priced in peak Iran war fears. With volatility easing, low P/E, high-momentum ETFs are emerging as smart bets for near-term gains.

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<ul class="summary-bullets"><li>Multi-vendor, cross-domain solution integrates Nokia Data Suite with Microsoft Fabric.</li><li>Initial use cases include VoNR assurance, RAN optimization and predictive maintenance.</li><li>The solution is available now, with more autonomous-network deployments planned.</li></ul>Nokia Oyj (NOK) shares are in the spotlight&nbsp;after the telecom equipment maker extended its partnership with Microsoft Corp. (MSFT) to develop an agentic, unified data foundation for telecom network automation.The collaboration combines Nokia Data Suite with Microsoft Fabric, allowing telecom operators to bring network, enterprise, and third-party data together for AI-driven operations.Nokia Data Suite provides ready-to-use telecom data products, while Microsoft Fabric brings analytics, governance, and AI capabilities, including OneLake, Microsoft 365 Copilot, Foundry, and Power BI. <a href="https://stocktwits.com/symbol/NOK">NOK</a> stock rose as much as 5% in Thursday’s premarket, and was among the trending tickers on Stocktwits. Meanwhile,&nbsp;<a href="https://stocktwits.com/symbol/MSFT">MSFT</a> stock was marginally higher.<h2 class="st-heading-2">Nokia Targets Faster Network Automation</h2>According to Nokia, integrating the two platforms will allow operators to use AI agents across the network for tasks such as automated root-cause analysis and closed-loop operations, while maintaining human oversight.Operators will be able to access trusted data in minutes instead of weeks, reducing the time needed to prepare network data for AI applications, Nokia said.The solution is designed to work across multi-vendor and cross-domain telecom environments, including cloud, hybrid and on-premises infrastructure. Nokia said this allows operators to use the technology while meeting different regulatory requirements.The system is designed for multi-vendor networks and can combine Nokia telecom data with enterprise, IT and third-party data through Microsoft Fabric. Nokia said AI assistants can analyze issues, recommend actions and automate workflows while keeping human oversight in place.Vivek Jaiswal, senior vice president of Autonomous Networks at Nokia, said the companies are helping telecom networks evolve from static infrastructure into “programmable, AI-native platforms.”<h2 class="st-heading-2">Nokia Starts With RAN, Fault-Management Use Cases</h2>Initial deployments will focus on several network operations. One is autonomous Voice over New Radio (VoNR) assurance, where AI agents can detect service issues, analyze their cause and recommend actions.&nbsp;Another is geo-experience, which uses AI to identify users experiencing poor radio performance and locate coverage or capacity problems across radio access networks (RAN).The companies are also targeting predictive maintenance and fault management, where agents analyze historical and real-time network data to identify potential issues before they affect customers.The solution is available now, according to Nokia, with additional autonomous-network use cases and customer deployments planned as the partnership expands.<h2 class="st-heading-2">What Retail Investors Think About NOK Stock</h2>Retail sentiment around NOK stock remained “bullish” on Stocktwits amid 'extremely high' message volume. It is one of the trending tickers on the platform.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_09_17_153313_644b176846.png" alt="Screenshot 2026-09-17 153313.png" width="816" height="445"><figcaption>NOK stock retail sentiment on September 17 as of 6:30 a.m. ET | Source: Stocktwits</figcaption></figure>So far this year, NOK shares have jumped more than 55%. In comparison, the Spear Alpha ETF (<a href="https://stocktwits.com/symbol/SPRX">SPRX</a>), which holds Nokia stock, has risen over 7%, while the iShares US Digital Infra &amp; Real Estate ETF (<a href="https://stocktwits.com/symbol/IDGT">IDGT</a>) has rallied around 32% in the same period.See Also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crml-stock-rises-premarket-retail-calls-for-much-higher-prices-after-2-2-b-revenue-target-from-romania-refinery/cZtr1HcRB5j">CRML Stock Rises Premarket: Retail Calls For ‘Much Higher' Prices After $2.2B Revenue Target From Romania Refinery</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A smartphone displays the logo of Nokia Corporation. (Photo illustration by Cheng Xin/Getty Images)

Nokia Oyj (NOK) shares are in the spotlight after the telecom equipment maker extended its partnership with Microsoft Corp. (MSFT) to develop an agentic, unified data foundation for telecom network automation.

Nokia, Microsoft Take AI Agents Into Telecom Networks: What NOK Investors Need To Know

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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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