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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 and outlook are driving attention, with traders focused on rapid AI-compute growth, a return to profitability and plans for heavy infrastructure spending. Bulls see the results as evidence of an expanding AI business, while skeptics question the valuation, cash demands and potential share-unlock pressure; preliminary Tesla merger discussions add another speculative theme.

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 was overshadowed by softer Q4 guidance, slowing revenue growth and a lower advertising outlook, prompting a sharp selloff. Traders are divided between viewing the drop as an overreaction to an otherwise profitable quarter and worrying that weaker growth, engagement and competition will keep pressuring the stock.

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.

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

SpaceXs strong AI-related results and spending outlook, alongside Super Micros sharply higher preliminary sales outlook, have traders debating whether Nvidias AI infrastructure demand remains robust. Bulls see the updates as evidence of sustained GPU demand, while skeptics question the debt, power needs, and eventual returns behind the buildout.

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.

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.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

SOXX is drawing attention amid a prolonged semiconductor selloff, with traders questioning whether AI infrastructure spending and chip demand can justify the sectors high expectations amid financing concerns and competition. The community is split between expecting an oversold bounce on still-strong AI demand and warning that the decline could deepen.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla and SpaceX have formed independent committees to explore a potential merger, fueling speculation that a combination could benefit Tesla while prompting skepticism about deal terms, valuation, and whether it will happen at all. Traders are also positioning around Teslas upcoming earnings, with debate over whether results or merger-related commentary will drive the next move.

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

Seas sharp selloff is being tied to plans for a Monee listing and a new Sea Cloud business, alongside concern about Shopees outlook and spending. Traders disagree on whether the moves could unlock value or add uncertainty, while many point to the stocks technical breakdown and others call it oversold.

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Healthcare ETFs to Buy as JNJ Slips 6% Despite Q3 Earnings Beat 

Johnson & Johnson's Q3 earnings beat fails to prevent a 6% stock drop, but three healthcare ETFs offer diversified exposure to its growth potential. 

Execution of Pharma Tariffs Brings These ETFs Into Focus

Trump's 100% pharma tariff is reshaping the drug industry. Here's how the key pharma ETFs could be affected.

Should You Invest in the iShares U.S. Pharmaceuticals ETF (IHE)?

Healthcare ETFs Are Looking Up: Here's Why 

Healthcare ETFs are hitting 52-week highs as earnings improve, dealmaking accelerates, FDA approvals stay strong and investors seek defensive growth.

PFE, MRK, SNY, MRNA In Focus As Trump Reportedly Eyes Executive Order On Vaccines And Autism

Equity

The order’s contents remain unclear, and timing could shift, Bloomberg reported, citing people familiar with the matter.


Will Generic Drug Tariffs Impact Pharma ETFs?

New U.S. tariffs on generic drugs could pressure drugmakers and influence pharmaceutical ETFs. Here's what investors should watch.

ETFs to Buy Post JNJ's Q2 Earnings Beat & Bullish 2026 Outlook

 Johnson & Johnson's Q2 beat and strong pharma momentum are raising interest in healthcare ETFs with sizable exposure to the company.

Healthcare ETFs to Buy as JNJ Beats the Market With a 25% YTD Surge

JNJ's 25% year-to-date surge and recent FDA approval fuel interest in healthcare ETFs with diversified sector exposure. 

Inside the GLP-1 Boom: ETF Picks for the Obesity Drug Market

GLP-1 drugs are reshaping healthcare and consumer markets. These ETFs offer targeted exposure to the booming obesity-drug trend.

iShares Trust - iShares U.S. Pharmaceuticals ETF

Bearish Sentiment

<ul class="summary-bullets"><li>Decades of rigorous scientific research have consistently found no causal connection between childhood vaccines and autism.</li><li>However, Robert F. Kennedy Jr., now Health and Human Services secretary, has been a central figure in the modern anti-vaccine movement for two decades.</li><li>In May, the administration ordered the Centers for Disease Control and Prevention and its vaccine advisory panel to review U.S. childhood vaccine recommendations and consider aligning them with other developed countries that use fewer routine shots.</li></ul>The Donald Trump administration is reportedly actively considering an executive order on vaccines and autism, with a possible move as early as the week ahead. &nbsp;The order’s contents remain unclear, and timing could shift, Bloomberg <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-08-06/trump-administration-considers-order-on-autism-and-vaccines">reported</a>, citing people familiar with the matter. According to the news platform’s sources, the options under discussion by officials include research efforts that cover both prospective studies and reviews of historical data.Any order casting doubt on vaccines or further curtailing recommendations could pressure shares of major manufacturers reliant on childhood and routine immunization revenue. Key names include Pfizer (PFE), Moderna (MRNA), BioNTech (BNTX), GSK (GSK), Sanofi (SNY), and Merck (MRK).While PFE, MRK, and SNY shares traded marginally lower after-hours at the time of writing, MRNA edged up 1.5%, likely due to the <a href="https://stocktwits.com/news-articles/markets/equity/mrna-stock-pares-gains-despite-fda-green-light-for-first-m-rna-flu-vaccine-but-retail-cheers-pivot-beyond-covid/cZoB5gXRJJQ">recent approval</a> of its flu vaccine on Wednesday.<h2 class="st-heading-2">The War Against Vaccines</h2>Decades of rigorous scientific research have consistently found no causal connection between childhood vaccines and autism.Robert F. Kennedy Jr., who serves as Health and Human Services secretary, has long been a leading voice in the modern anti-vaccine movement through his earlier leadership of Children’s Health Defense. In the current administration, he has overhauled a federal autism advisory panel by appointing members affiliated with organizations that advance unproven claims of vaccine-autism links, ordered research aimed at exploring such connections, and backed efforts to scale back the recommended childhood immunization schedule. &nbsp;President Donald Trump has voiced skepticism about vaccines for more than a decade, including assertions dating to the 2016 campaign and earlier that childhood immunizations contribute to autism. He has also repeated unsupported associations involving vaccines, acetaminophen use during pregnancy, and climbing autism diagnosis rates, while advising parents to space or postpone certain shots—even as he has stated that he remains in favor of vaccines overall. &nbsp;In May 2026, the administration issued an executive order directing the Centers for Disease Control and Prevention and its advisory committee to review an HHS assessment and realign the U.S. childhood vaccine schedule with practices in peer-developed countries that recommend fewer routine shots; earlier related moves faced court challenges.<h2 class="st-heading-2">How Did Retail Traders React?</h2>On Stocktwits, retail sentiment around iShares U.S. Pharmaceuticals ETF, which holds major multinational vaccine producers alongside general drug manufacturers, rose from ‘bearish’ to ‘bullish’ over the past 24 hours, while retail chatter stayed at ‘low’ levels.<a href="https://stocktwits.com/symbol/IHE">IHE</a> has gained 21% year-to-date.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/dkng-stock-slips-after-hours-as-q2-earnings-disappoint-ceo-says-predictions-growing-faster-than-expected-ready-to-win-nfl-season/cZoBQgERJJs">DKNG Stock Slips After-Hours As Q2 Earnings Disappoint — CEO Says Predictions Growing Faster Than Expected, Ready To Win NFL Season</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

U.S. President Donald Trump speaks during a bilateral meeting at the Bestepe Presidential Compound, following Trump’s arrival to attend the annual NATO Summit on July 7, 2026 in Ankara, Turkey. (Photo by Win McNamee/Getty Images)

Decades of rigorous scientific research have consistently found no causal connection between childhood vaccines and autism.However, Robert F. Kennedy Jr., now Health and Human Services secretary, has been a central figure in the modern anti-vaccine moveme

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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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