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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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VST Stock Gains Overnight: Bernstein Calls Rising Power Demand ‘Double Barreled Earnings Event’ For Vistra 

Equity

Bernstein initiated coverage with an Outperform rating and a $187 target 


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iShares Trust - iShares U.S. Utilities ETF

Bearish Sentiment

<ul class="summary-bullets"><li>Bernstein’s price target implies an 18% upside for Vistra stock.</li><li>The firm said Vistra’s diverse generation assets position it to benefit from rising electricity demand.</li><li>Bernstein said the U.S. is undergoing a major energy transition, with natural gas supporting near-term needs and renewables serving as the long-term goal.&nbsp;</li></ul>Vistra (VST) inched higher overnight on Tuesday after receiving a bullish initiation from Bernstein, which said the company is well-placed to capitalize on major changes reshaping the U.S. energy landscape.&nbsp;<h2 class="st-heading-2">Bernstein Vouches For VST’s Demand&nbsp;</h2>Analyst Sunaina Ocalan began coverage of Vistra with an ‘Outperform’ rating and a $187 price target, highlighting Vistra’s broad power-generation portfolio as a key advantage. The price target implies an 18% upside to the stock’s last closing price.&nbsp;Bernstein also launched coverage across the power, clean energy, and liquefied natural gas industries, citing the United States' entry into a historic period of energy-system transformation. The firm expects shifts in how electricity is generated, transported, and used throughout the country.&nbsp;According to a McKinsey&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.mckinsey.com/industries/public-sector/our-insights/powering-a-new-era-of-us-energy-demand">report</a>, U.S. electricity consumption is climbing much faster than before, rising about 2.5% to 3% a year after nearly twenty years of being flat. The U.S. Energy Information Administration (EIA) says power demand is poised to reach an all-time high as companies ramp up infrastructure to support the AI boom. Goldman Sachs expects U.S. data centers to use more than twice as much power in 2027 as they did in 2025.&nbsp;Bernstein pointed to Vistra’s collection of generation assets as a differentiating factor and "double-barreled earnings event". The firm believes the company is poised to capture growth from increasing electricity consumption.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260617_121047961_png_f0b4d0b55d.webp" alt="Chart Comparing YTD Performance Of VST Vs. Peers" width="2400" height="1240"><figcaption>Chart Comparing YTD Performance Of VST Vs. Peers</figcaption></figure><a href="https://stocktwits.com/symbol/VST">Vistra’s stock</a> edged 0.2% higher overnight, heading into Wednesday.&nbsp;<h2 class="st-heading-2">Energy Transition Underway</h2>Bernstein described the current environment as a rare restructuring of the nation’s energy framework. According to the firm, natural gas is expected to play a critical role in supporting the transition, while utility companies will be central to building and expanding the infrastructure needed to meet future demand.The firm added that renewable and low-carbon energy sources represent the eventual destination of the ongoing transition. As investment continues to flow into power infrastructure, companies operating across multiple parts of the energy value chain could benefit from changing market dynamics.<h2 class="st-heading-2">VST Stock: Retail Traders' View&nbsp;</h2>On Stocktwits, retail sentiment around the stock turned to ‘extremely bearish’ from ‘bearish’ territory the previous day, with a 300% rise in message volume in 24 hours.&nbsp;A user&nbsp;<a href="https://stocktwits.com/DetectiveBullBear/message/656601865">said</a>, “This has been an incredible instrument for swing trading this year. Surprised this is still under 180s.”Another user&nbsp;<a href="https://stocktwits.com/bullishforeverbrah/message/656589918">said</a>, “When the Cogentrix acquisition completes, it's gonna moon.”VST stock has declined over 1% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-mu-wdc-lion-stocks-surge-to-52-week-highs-today/cZK0SaSR7Ib">Why Did MU, WDC, LION Stocks Surge To 52-Week Highs Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a mobile phone with the logo of American energy company Vistra Corp. is seen in front of business website. (Photo Illustration by Timon Schneider/SOPA Images/LightRocket via Getty Images)

Vistra (VST) inched higher overnight on Tuesday after receiving a bullish initiation from Bernstein, which said the company is well-placed to capitalize on major changes reshaping the U.S. energy landscape.&nbsp;

iShares U.S. Utilities ETF

Vistra Corp

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