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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

A quarterly earnings beat, rapid growth in AI-compute revenue and an aggressive expansion outlook are driving attention, alongside preliminary discussions of a possible Tesla merger. Many traders are bullish on the growth story and anticipate further gains, while skeptics question the valuation, heavy spending and credibility of Musks ambitious forecasts.

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 update sharply raised its quarterly revenue and gross-margin outlook on stronger AI platform demand, driving a strong after-hours rally. Traders largely welcomed the results as evidence of improving business momentum and a possible short squeeze, while some questioned whether the gains would hold given the companys history of volatility and execution concerns.

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 a softer fourth-quarter outlook, slowing revenue growth, and a reduced advertising forecast have driven a sharp selloff. Traders are split between buying the dip on the companys profitability and buybacks, and warning that weaker growth and streaming competition could keep pressure on the shares.

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 Aerospaces strong quarterly results and raised outlook are being overshadowed by a sharp selloff, extending traders frustration that earnings beats have not translated into gains. The debate centers on whether the decline is profit-taking and high expectations or reflects real concerns about cash flow, rising costs, supply constraints, and an insurance loss.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

CELHs move toward and briefly above the $30 level has traders focused on whether the stock can sustain a technical breakout, with some pointing to higher volume and others expecting another rejection. Pepsi buyout talk and hopes around earnings appear in the discussion, but remain speculation rather than a confirmed catalyst.

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 earnings beat was followed by a sharp selloff, as traders focused on slower procedure growth, a cautious outlook and planned da Vinci pricing cuts, alongside a one-time antitrust settlement. Some investors view the reaction as excessive given continued business growth, while others see the growth and pricing pressures as reasons for caution.

Disc Medicine, Inc. is a clinical-stage biopharmaceutical company, which engages in the discovery, development, and commercialization of treatments for hematologic diseases. It assembles a portfolio of clinical and preclinical product candidates that aim to modify fundamental biological pathways associated with the formation and function of red blood cells, specifically heme biosynthesis and iron homeostasis. The company was founded in October 2017 and is headquartered in Watertown, MA.

Disc Medicine Inc

Disc Medicine shares drew attention after bitopertin met all primary and secondary endpoints in the Phase 3 APOLLO trial, supporting a planned FDA resubmission. Traders are now debating the dilutive effect of the upsized public offering, priced below the recent trading level, against the added funding for development and potential commercialization.

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia, and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Lam Research Corp.

Lam Research is in focus ahead of its quarterly earnings report, with traders watching guidance and semiconductor-equipment demand amid a sharp pullback. The debate is split between buyers treating weakness and support levels as an opportunity and bears concerned about further sector pressure and high expectations.

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 Phase 3 REGAL AML trial reaching its 80-event final-analysis trigger; the last disclosed count was 78, and traders are also watching for SLS009 updates. Some interpret the CEOs next chapter remarks and the companys ASH presence as possible buyout or partnership clues, while skeptics note there is no confirmed deal or trial result and view the rally as speculative.

Fabrinet engages in the provision of optical packaging and precision optical, electro-mechanical, and electronic manufacturing services to original equipment manufacturers (OEMs). The firm's services include process design and engineering, advanced optical packaging, printed circuit board assembly and test, new product introduction, supply chain and inventory management, and customized glass and crystal optics fabrication. The company was founded by David Thomas Mitchell on August 12, 1999 and is headquartered in George Town, Cayman Islands.

Fabrinet

Fabrinets sharp selloff despite an earnings beat and upbeat outlook is driving discussion, with traders pointing to weak free cash flow, heavy investment and working-capital needs as possible concerns. Others see the drop as an overreaction, citing continued AI data-center and optical-connectivity demand and debating whether the stock is oversold.

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CRML Jumps, USAR And MP Advance As Rare-Earth Stocks Catch Government Tailwinds

Equity

On Monday, the Trump administration finalized a $1.55-billion funding package aimed at building domestic supply chains and reducing reliance on China.


Mining Brief:  Greenland Rare Earth Project Books Its First Indicated Resource

Equity Insider News Commentary   Charlotte, NC – August 25, 2026 –  There is a line in a rare earth project’s life where the conversation changes, and it is not the discovery. It is the moment part of the deposit crosses from Inferred into Indicated under a standard a regulator recognizes, because under SK 1300, […]
The post Mining Brief:  Greenland Rare Earth Project Books Its First Indicated Resource appeared first on Financial News Media.

Idaho Strategic Resources, Inc. (IDR) Q2 Earnings and Revenues Lag Estimates

Idaho Strategic Resources (IDR) delivered earnings and revenue surprises of -4.17% and -14.14%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

New Found Gold Corp. (NFGC) Reports Q2 Loss, Tops Revenue Estimates

New Found Gold Corp. (NFGC) delivered earnings and revenue surprises of 0.00% and +92.82%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Agnico Eagle Mines (AEM) Beats Q2 Earnings Estimates

Agnico (AEM) delivered earnings and revenue surprises of +5.54% and -1.56%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

PPG Industries Boosts Shareholder Returns With 4.2% Dividend Hike 

PPG raises its quarterly dividend to 74 cents per share, extending a dividend streak dating to 1899 and highlighting confidence in long-term cash flow growth. 

AREC's ReElement Gets $25M to Expand Domestic Rare Earth Refining Hub 

American Resources secures $25M from the U.S. Department of War to expand rare earth refining in Indiana, boosting domestic critical mineral supply for defense. 

BASFY's Preliminary Q2 Sales Rise, FY26 Earnings Outlook Raised 

BASF lifts its 2026 EBITDA outlook after preliminary Q2 sales rose 16% to EUR 17.2B and net income climbed to EUR 4.1B. 

Here's Why You Should Retain Nutrien Stock in Your Portfolio 

NTR is riding healthy fertilizer demand, record potash sales and cost cuts, but higher input costs challenge margin gains.

ArcelorMittal Shares Pop 105% in a Year: What's Behind the Surge? 

MT stock has rallied 104.6% in the past year as higher steel output, record Liberia iron ore shipments and expansion projects support growth and capacity. 

Idaho Strategic Resources, Inc. engages in the exploration and development of gold, silver and base metal deposits. It has a portfolio of mineral properties namely: Golden Chest Mine, Murray Gold Belt, Butte Highlands and Central Idaho. The company was founded by Grant Brackebusch on July 18, 1996 and is headquartered in Coeur d'Alene, ID.

Idaho Strategic Resources Inc

Neutral Sentiment

<ul class="summary-bullets"><li>Investors treated the move as a clear signal of continued government backing for the industry, and buying spread through the group.</li><li>CRML, USAR, MP, as well as UUUU, IDR and NB rallied on Tuesday.&nbsp;</li><li>Critical Metals also benefited from its own recent developments, including progress at its Tanbreez rare-earth project in Greenland slated for commercial production within three years. &nbsp;</li></ul>Shares of Critical Metals Corp. (CRML) closed 21% higher on Tuesday, driven mainly by broader optimism in rare-earth and critical-minerals stocks, which also buoyed peers MP Materials (MP) and USA Rare Earth (USAR).<h2 class="st-heading-2">Trump Push</h2>On Monday, the Trump administration finalized a $1.55-billion funding package aimed at building domestic supply chains and reducing reliance on China. The package includes equity investment, debt support and long-term purchase commitments. Investors treated the move as a clear signal of continued government backing for the industry, and buying spread through the group on Tuesday.USA Rare Earth (USAR), the company at the center of the government package, closed 6% higher because the funding supports its planned purchase of a key rare-earth project in Brazil and includes equity, debt and long-term purchase commitments.Larger producer MP Materials (MP) also advanced 5% as the policy push to build domestic supply chains benefits the firm, which already runs the main U.S. rare-earth mine and is expanding magnet production.Among smaller explorers, Energy Fuels (UUUU) gained 7% on the strength of its existing U.S. processing facility, Idaho Strategic Resources (IDR) rose 2% as a pure junior rare-earth play, and NioCorp Developments (NB) climbed 5% because its Nebraska project targets other critical minerals the government wants to stockpile.<h2 class="st-heading-2">Progress On Key Projects</h2>Critical Metals also benefited from its own recent developments. Last week, the company adjusted the terms of its planned acquisition of European Lithium, introducing a price collar designed to protect shareholders from excessive dilution.Chief executive Tony Sage also said in an interview that the company’s main Tanbreez rare-earth project in Greenland, which holds one of the biggest undeveloped deposits of rare-earth metals outside China, remains on schedule for commercial production within three years.<h2 class="st-heading-2">How Did CRML Retail Traders React?</h2>On Stocktwits, retail sentiment around CRML stock jumped from ‘neutral’ to ‘bullish’ over the past 24 hours, while message volume increased from ‘high’ to ‘extremely high’ levels.A Stocktwits user highlighted that the Greenland Tanbreez project is a precious asset worth billions from Critical Metals.<stembedurl>https://stocktwits.com/PackBagger/message/662837907</stembedurl>Another user cheered the rally across the sector.<stembedurl>https://stocktwits.com/PackBagger/message/662836194</stembedurl><a href="https://stocktwits.com/symbol/CRML">CRML stock</a> has gained 17% year-to-date, while <a href="https://stocktwits.com/symbol/MP">MP</a> added 19% and <a href="https://stocktwits.com/symbol/USAR">USAR</a> 63%.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/kura-stock-hits-fresh-52-week-high-as-ceo-buys-more-shares-retail-wonders-if-wilson-is-following-moderna-ceo-s-playbook/cZYlGVdRJoK">KURA Stock Hits Fresh 52-Week High As CEO Buys More Shares — Retail Wonders If Wilson Is Following Moderna CEO’s Playbook</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In an aerial view, the once-disused Colosseum Mine inside the Mojave National Preserve is being prepared to become North America's second active rare earth minerals mine, on April 07, 2026 near Mountain Pass, California. (Photo by David McNew/Getty Images)

On Monday, the Trump administration finalized a $1.55-billion funding package aimed at building domestic supply chains and reducing reliance on China.

Critical Metals Corp.

MP Materials Corporation

NioCorp Developments Ltd

USA Rare Earth Inc

Energy Fuels 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	$21.40
Prev Close	$21.04
Open	$20.85
Dividend Yield	0.00%
50-Day Moving Average	$29.09
Beta	1.14
Avg. Volume	209,661.10
PE Ratio	15.02

52-Week High	$53.30
52-Week Low	$20.05
Market Capitalization	$332.98M
EPS (Annual)	$1.14
Price to Book	2.81
Revenue Per Employee	$683,971.82

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