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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 quarterly results beat expectations and marked its first profitable quarter since its IPO, with AI and compute growth driving much of the excitement. Traders celebrated the earnings-fueled rally and potential short squeeze, while others questioned the valuation and heavy AI spending; preliminary Tesla merger discussions and an upcoming share unlock also drew attention.

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

Netflix shares are under pressure after its quarterly profit beat expectations, but a softer fourth-quarter outlook and slowing revenue growth overshadowed the results; the company also lowered its advertising revenue forecast. Bears see growth and ad execution as key concerns, while bulls argue the selloff overstates the risk given the profitable quarter and share 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 Chinese orders for Nvidias export-compliant GPUs are renewing discussion of strong AI-chip demand, though traders are frustrated that the news has not translated into a stronger share-price response. The debate also reflects optimism about continued AI infrastructure spending after SpaceX and Super Micro updates, balanced by worries about valuations, financing, and whether that spending will generate returns.

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 fiscal Q1 update sharply raised its sales outlook and projected improved gross margins, citing stronger AI-platform demand. Bulls welcomed the upside surprise and speculated about short covering, while skeptics questioned whether the gains and improved margins would hold.

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 shares sharp rebound has traders focused on the anticipated 80th-event trigger and final analysis of its Phase 3 REGAL AML trial, with some also speculating about a buyout. The event count and trial results remain unconfirmed; bullish expectations of a major catalyst are countered by skepticism that the move is trading momentum without new data.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energys upcoming Q3 earnings are the main focus, with traders debating whether results and guidance can justify its premium valuation after a sharp, volatile pullback. Bulls point to fuel-cell demand from AI data centers and recent power-project deals, while skeptics warn that expectations are high and the broader AI selloff could keep shares under pressure.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is being swept up in a semiconductor selloff as traders question the returns and financing behind AI infrastructure spending; Hock Tans casino remarks have added to skepticism. The community is split between dip-buyers pointing to continuing AI-chip demand and bearish traders focused on AVGOs weak performance, credit concerns, and the risk of further declines.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

Traders are focused on potential DefenCath reimbursement upside after the HHS kidney-care plan highlighted barriers to financing dialysis innovation, which they see as support for CorMedixs request for a separate infection-prevention payment category. CMS action remains uncertain, and the discussion also weighs DefenCaths adoption and pricing against competition; REZZAYOs FDA priority review is another cited growth catalyst.

Sea Ltd. is an internet and mobile platform company, which engages in the provision of online gaming services. It operates through the following segments: Digital Entertainment, E-Commerce, and Digital Financial Services. The Digital Entertainment segment offers and develops mobile and PC online games. The E-Commerce segment manages a third-party marketplace through the Shopee mobile app and websites that connect buyers and sellers. The Digital Financial Services segment includes a variety of payment services and loans to individuals and businesses through SeaMoney. Sea was founded by Xiao Dong Li, Gang Ye, and Jing Ye Chen on May 8, 2009 and is headquartered in Singapore.

Sea Ltd - ADR

Traders are focused on Seas reported plans for a Monee fintech listing and a new AI cloud business, with the announcements coinciding with a sharp selloff. The community is split between seeing the moves as potential value creation and worrying about uncertainty, spending, and Shopee competition; some also view the decline as an oversold buying opportunity.

TOSHI

A price rebound and rising trading activity have fueled hopes for a technical breakout, with traders focused on clearing resistance near recent highs and speculating about a short squeeze. Some mention a possible surprise or announcement, but that remains unconfirmed; others remain cautious after repeated rejections and weak price action.

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AI Super-Cycle Fuels Record Infrastructure Investments: ETFs to Buy  

AI's super-cycle is driving record infrastructure investment, boosting demand for data centers, power and equipment and spotlighting ETFs.

The Zacks Analyst Blog Highlights IGF, GRID, PAVE and IFRA

Infrastructure ETFs are gaining attention as electrification, grid upgrades and renewable energy investments drive long-term demand beyond AI.

Beyond Cloud: 4 Infrastructure ETFs for the Tech-Wary Investor 

 Infrastructure ETFs are gaining momentum as grid upgrades, EV charging expansion and decarbonization fuel demand beyond AI.

NEE Stock Gains Attention: CEO Flags ‘Accelerating’ US Electricity Demand 

Equity

Speaking on the first-quarter earnings call, Ketchum said utilities must quickly expand capacity while keeping electricity affordable.


Bloom Energy Stock Pauses After Record Run Fueled By AI Infra-Demand - Here’s The Catalyst That Is Driving Downside In Premarket

Analysts’ consensus price target on the stock is $53.58, implying roughly 41% downside from Wednesday’s close


Is iShares U.S. Infrastructure ETF (IFRA) a Strong ETF Right Now?

Should You Invest in the First Trust NASDAQ Clean Edge Smart Grid Infrastructure ETF (GRID)?

Should You Invest in the Global X U.S. Infrastructure Development ETF (PAVE)?

iShares Trust - iShares Global Infrastructure ETF

Neutral Sentiment

<ul class="summary-bullets"><li>CEO John Ketchum noted NextEra’s focus on operational efficiency and scale to deliver reliable electricity across its 49-state footprint.&nbsp;</li><li>Florida Power &amp; Light remains a key growth driver, adding nearly 100,000 customers in Q1.</li><li>NextEra plans to invest $90 billion to $100 billion in Florida infrastructure through 2032.</li></ul>NextEra Energy Inc. (NEE) stock is gaining momentum as the company’s Chairman, President and CEO John Ketchum emphasized that electricity demand across the United States is accelerating rather than slowing.Speaking during the first-quarter (Q1) earnings call, Ketchum said that utilities must now prioritize both rapid capacity expansion and affordability as consumption trends strengthen across residential, commercial, and industrial sectors.<h2 class="st-heading-2">Balancing Growth With Affordability</h2>NextEra sees a sustained multi-year opportunity driven by rising electrification needs and population growth. Ketchum emphasized that the company is positioning itself to meet surging demand while maintaining cost discipline for customers.&nbsp;<blockquote>“Two things could not be clearer to me. First, demand for electricity in this country is not slowing down. In fact, it's accelerating. Our customers need power now, and speed to power is essential.”-John Ketchum, Chairman, President and CEO, NextEra Energy</blockquote>He highlighted operational efficiency and scale as key advantages, enabling the utility to deliver reliable power across a broad geographic footprint spanning 49 U.S. states.The company’s Florida utility segment, Florida Power &amp; Light (FPL), remains a core growth engine. FPL has added nearly 100,000 customers in Q1. The utility’s approach combines diversified energy sources with grid resilience to ensure stable pricing and reliability.<a href="https://stocktwits.com/symbol/NEE">NextEra stock&nbsp;</a>edged 0.04% lower in Friday’s premarket. On Stocktwits, retail sentiment around the stock remained in “extremely bullish” territory. Retail message shot up 1,150% in 24 hours.&nbsp;<h2 class="st-heading-2">NEE’s Massive Investment Pipeline In Florida</h2>Ketchum said NextEra expects to invest between $90 billion and $100 billion through 2032, largely focused on expanding Florida’s energy infrastructure. This includes new generation capacity and transmission upgrades designed to support rapid population and economic expansion in the state.&nbsp;“Earlier this month, FPL filed its annual 10-year site plan, detailing its approach to reliably and cost-effectively meet the growing need for electricity in Florida. The plan shows roughly 4 gigawatts of new gas-fired generation, complementing over 12 gigawatts of solar and over 7 gigawatts of storage solutions over the next 10 years which would further diversify FPL's generation fleet,” Ketchum added.&nbsp;<h2 class="st-heading-2">NEE’s Q1 Financial Performance&nbsp;</h2>NextEra Energy reported a 3% year-on-year increase in Q1 revenue to $6.7 billion and an adjusted earnings per share (EPS) of $1.09. While EPS exceeded analysts’ consensus estimates of $1.03, revenue missed the $7.09 billion estimate.&nbsp;FPL posted net income of $1.462 billion. NextEra Energy Resources reported a record quarter for renewable and storage development, adding 4 gigawatts to its backlog, bringing the total to approximately 33 gigawatts.NEE stock has gained over 19% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mbly-stock-heads-toward-another-green-week-goldman-sachs-sees-boost-from-next-gen-tech-robotaxi-platform/cZBWxCRReTo">MBLY Stock Heads Toward Another Green Week: Goldman Sachs Sees Boost From Next-Gen Tech, Robotaxi Platform</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the NextEra Energy logo is seen displayed on a smartphone screen.

NEE Stock - Speaking on the first-quarter earnings call, Ketchum said utilities must quickly expand capacity while keeping electricity affordable.

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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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