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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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TEVA Stock Hits Fresh 52-Week High As FDA Approves Monthly Schizophrenia Shot 

Equity

The U.S. Food and Drug Administration approved Weltruza as an extended-release injectable suspension for adults with schizophrenia.

PSNY Stock On Track for Fourth Down Week After Analyst Halves Price Cut

Deutsche Bank cut its price target on Polestar to $10 from $20 on Thursday and kept a Hold rating.


PSNY Stock On Track For Worst Day Ever As CEO Says Firm Will Not Appeal US Ban On New Vehicle Sales

Polestar now expects only “low-to-mid single-digit” volume growth for 2026, down from low double-digit growth previously.


NBIS Stock Surges After Nebius Q2 Revenue Soars 454% — CEO Says Demand For AI Capacity ‘Continues To Grow Exponentially’

Nebius CEO Arkady Volozh stated that this quarter was when the market validated the company’s strategy.


SE Stock On Track To Hit A 6-Month High Despite Mixed Q2 — CEO Bets Shopee Can Hit $1B Adjusted EBITDA In 2026

Sea reported earnings per share of $0.7 on revenue of $7.8 billion, while Wall Street expected an EPS of $0.86 on revenue of $7.1 billion, according to Fiscal.ai data.


MNDY Stock Falls After Missing Q3 Expectations — Co-CEOs Say Early Results From Restructuring ‘Reinforce Our Conviction’

Monday.com’s third-quarter revenue forecast of $368 million to $370 million missed Wall Street expectations of $373 million.

Inside the Success of BlackRock's iShares ETFs 

BlackRock's iShares helped push assets past $15T as ETFs surged. Here's what fueled the growth and which iShares ETFs remain investor favorites, per ETF Central data.

NBIS Stock Hits Fresh 52-Week Highs — Wall Street Says Nebius Is Innovating Faster Than Its Peers

Nebius reported a massive 684% year-on-year surge in its first-quarter revenue on Wednesday and increased its guidance for capacity addition through 2026.

Nebius Reports Whopping 684% Jump In Q1 Revenue, Secures Power For New 1.2 GW Facility — CEO Touts ‘Unprecedented Demand’

Nebius reported adjusted earnings per share of $2.11 in Q1, compared to a loss of $0.48 per share during the same period a year ago.

Sea Delivers A Mixed Q1, CEO Highlights Improving Unit Economics — 'Significant Runway For Growth Still Ahead Of Us'

The Singapore-based tech conglomerate reported earnings per share of $0.67 on revenue of $7.1 billion, while Wall Street analysts expected an EPS of $0.77 on revenue of $6.4 billion.

iShares Trust - iShares Core MSCI EAFE ETF

Bullish Sentiment

<ul class="summary-bullets"><li>Approval rests on the late-stage SOLARIS study, where investigators reported better overall symptoms, a clear drop in illness severity, and gains in personal and social functioning.</li><li>Weltruza uses SteadyTeq, a slow-release technology from French partner Medincell.</li><li>European regulators accepted a marketing application for Weltruza in May 2026; that review is still open.</li></ul><p>NYSE-listed shares of Teva Pharmaceutical Industries (TEVA) rallied on Friday, touching fresh 52-week highs, after the company won U.S. FDA approval for a once-monthly schizophrenia injection, extending a strong year for the stock.</p><p>TEVA stock rose as high as $42.02 and was up 6% at the time of writing.</p><h2 class="st-heading-2">FDA Clears First Once-Monthly Olanzapine Shot</h2><p>The U.S. Food and Drug Administration approved Weltruza (olanzapine) for extended-release injectable suspension for adults with schizophrenia. Teva said it is the first and only once-monthly shot of olanzapine given under the skin.</p><p>The drug will come in three strengths—318 mg, 425 mg, and 531 mg—matching the usual daily oral doses of 10 mg, 15 mg, and 20 mg. Patients will not need starter doses, extra oral pills, or observation after each injection. Teva expects U.S. availability in the coming weeks.</p><h2 class="st-heading-2">TEVA’s Late-Stage Trial Showed Symptom Gains</h2><p>Approval rests on the late-stage SOLARIS study. Investigators reported better overall symptoms, a clear drop in illness severity, and gains in personal and social functioning. Side effects matched those of oral olanzapine. The most common were weight gain, sleepiness, headache, constipation, and reactions at the injection site. Dropouts linked to common side effects were similar to placebo.</p><p>Olanzapine has been a widely used daily pill for schizophrenia for more than 30 years. Missed doses can raise the risk of relapse. About 2.1 million people in the United States have a schizophrenia diagnosis. Chris Fox, who leads Teva’s U.S. commercial business, said the shot was built around that adherence problem. Chief Medical Officer Eric Hughes said the under-the-skin design removes the need for monitoring after every dose.</p><h2 class="st-heading-2">Medincell- TEVA Partnership, U.S. Launch Timing, And Europe Review</h2><p>Weltruza uses SteadyTeq, a slow-release technology from French partner Medincell. It is the second U.S. product from that alliance, after Uzedy, a long-acting risperidone shot approved in 2023.</p><p>European regulators accepted a marketing application for Weltruza in May 2026; that review is still open.</p><h2 class="st-heading-2">How Did TEVA Retail Traders React?</h2><p>On Stocktwits, retail sentiment around TEVA stayed within neutral territory over the past 24 hours, while message volume rose from normal to high levels.</p><p>A Stocktwits user said that the stock pays to hold and voiced optimism for a further rally to $45.</p><p><stembedurl>https://stocktwits.com/Orbit100/message/666150887</stembedurl></p><p><a href="https://stocktwits.com/symbol/TEVA">TEVA stock</a> has gained 34% year-to-date.&nbsp;</p><p>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/fsly-rockets-nearly-16-oppenheimer-upgrades-stock-as-analyst-sees-agentic-ai-driving-sustained-growth/cZD6HcIRBnB">FSLY Rockets Nearly 16%: Oppenheimer Upgrades Stock As Analyst Sees Agentic AI Driving Sustained Growth</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com</i></p>

In this photo illustration, Teva Pharmaceutical Industries’ logo is displayed on a smartphone with an economic stock exchange index graph in the background. (Photo Illustration by Budrul Chukrut/SOPA Images/LightRocket via Getty Images)

Approval rests on the late-stage SOLARIS study, where investigators reported better overall symptoms, a clear drop in illness severity, and gains in personal and social functioning.Weltruza uses SteadyTeq, a slow-release technology from French partner Med

TEVA Stock Hits Fresh 52-Week High As FDA Approves Monthly Schizophrenia Shot

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Teva- Pharmaceutical Industries Ltd. - ADR

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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.

What do you expect the Fed to decide at its FOMC meeting today? 
 
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