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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.

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.

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.

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.

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.

Tema ETF Trust - Tema Space Innovators ETF

Tema Space Innovators ETF

SpaceXs AI-driven revenue growth and first quarterly profit have drawn attention to NASAs sizable SpaceX exposure, but traders note the ETF is falling despite SpaceXs after-hours strength. The discussion is split between investors viewing the pullback and fresh lows as an accumulation opportunity and holders frustrated by the funds weakness and broader space-sector underperformance.

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.

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DOCS Stock Soars After CEO Says Clinical AI Outperformed Anthropic, Wall Street Lifts Price Targets 

Equity

CEO Jeff Tangney said Doximity's AI recorded a 4.8% error rate versus 13.6% for Anthropic's Fable 5.


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iShares Trust - iShares U.S. Healthcare Providers ETF

Neutral Sentiment

<ul class="summary-bullets"><li>CEO Jeff Tangney attributed Doximity’s performance over Anthropic to proprietary medical data and physician oversight.</li><li>Canaccord and BMO Capital raised their price targets on Doximity, citing growing demand for the company's AI products.</li><li>Canaccord forecast that AI revenue would become a meaningful growth driver in the third quarter.</li></ul>Shares of Doximity (DOCS) surged as much as over 200% in pre-market trade on Friday before paring most of the gains despite an earnings miss after CEO Jeff Tangney touted the company’s growing artificial intelligence capabilities and said that its clinical AI outperformed Anthropic's latest model in physician-focused testing.&nbsp;During the earnings call, Chief Executive Jeff Tangney said Doximity's clinical AI recorded a 4.8% error rate, compared with 13.6% for what he called Anthropic's “best model”, Fable 5.Canaccord also raised its price target on DOCS stock to $36 from $30 and kept a ‘Buy’ rating on the shares, citing growing demand for Doximity's AI products, especially from pharmaceutical companies. Meanwhile, BMO Capital raised its price target to $30 from $20 and kept a ‘Market Perform’ rating on the shares.&nbsp;DOCS stock more than tripled at one point in pre-market trading before the rally cooled to about 100%, putting the shares on track to hit a six-month high. The stock was among the top trending tickers on Stocktwits, and on track to hit highs not seen since January.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/DOCS_2026_08_07_07_30_17_c573acda34.png" alt="DOCS_2026-08-07_07-30-17.png" width="2643" height="1588"><figcaption>DOCS stock’s performance year-to-date. | Source: TradingView</figcaption></figure>If the gains hold above 40%, the rally would mark the biggest single-day gain in the stock's history, surpassing the previous record of 38.74% set in August 2024.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260807_072949232_ff7ee6d5f9.png" alt="koyfin_20260807_072949232.png" width="2400" height="1240"><figcaption>DOCS stock’s historical single-day gains. | Source: Koyfin</figcaption></figure><h2 class="st-heading-2">Doximity Says Its AI Outperformed Anthropic</h2>Tangney said Doximity’s performance advantage over Anthropic stemmed from two key differentiators. The first is a built-in, expert-verified drug reference system designed to improve dosing accuracy and drug interaction checks. The other is a network of more than 12,000 physician "PeerCheck" editors who continuously review and refine the platform's AI-generated responses."We're proving you can still post best-in-class software margins while investing heavily in clinical AI," Tangney said. "We're leaning in because we see a once-in-a-generation opportunity to build the new AI age of medicine."He added that AI represents "the next chapter" in Doximity's growth strategy, building on its position as a digital platform for physicians.<h2 class="st-heading-2">Canaccord Sees AI Becoming A Major Growth Driver</h2>The brokerage said AI revenue has yet to materially contribute to Doximity's financial results but is already generating meaningful customer interest.&nbsp;Analysts pointed to growing demand from pharmaceutical companies for Doximity's AI tools, particularly search marketing capabilities within its "Ask" platform, which they said is driving engagement with clients.Canaccord expects meaningful AI monetization to begin in the third quarter, with the segment becoming an increasingly important contributor to the company's long-term growth.BMO Capital echoed the view, stating AI Search traction and increased AI utilization support long-term monetization. However, the firm added that near-term margin pressure from higher compute costs may weigh on the balance sheet.<h2 class="st-heading-2">How Is Retail Feeling About DOCS Stock?</h2>On Stocktwits, retail sentiment around DOCS stock improved to ‘extremely bullish’ from ‘bullish’ over the past day, while chatter rose to ‘extremely high’ from ‘high’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_08_07_070424_1_03bfe0a28d.png" alt="Screenshot 2026-08-07 070424 (1).png" width="1274" height="684"><figcaption>DOCS stock retail sentiment on August 7 as of 7:45 a.m. ET | Source: Stocktwits</figcaption></figure>Many retail traders on the platform warned that the rally in DOCS might be a short squeeze in the making.<stembedurl>https://www.stocktwits.com/Iorgi/message/661226224</stembedurl><stembedurl>https://www.stocktwits.com/AsymmetricUpsideEnjoyer/message/661231790</stembedurl>Not accounting for the pre-market rally, DOCS stock has dropped more than 50% this year and nearly 65% in the last 12 months.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/soun-stock-hits-2-month-high-biggest-single-day-gain-price-target-cuts/cZoBcXZRJJE">SOUN Stock Hits 2-Month High, Rallying Toward Biggest Gain in 3 Months Despite Analyst Target Cuts</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Doximity, Inc. logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

CEO Jeff Tangney said Doximity's AI recorded a 4.8% error rate versus 13.6% for Anthropic's Fable 5.

DOCS Stock Soars After CEO Says Clinical AI Outperformed Anthropic, Wall Street Lifts Price Targets

Doximity Inc

iShares U.S. Healthcare Providers ETF

iShares Core S&P Mid-Cap ETF

Vanguard Health Care ETF

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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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Current Price	$60.32
Prev Close	$58.85
Open	$59.18
Dividend Yield	N/A
50-Day Moving Average	$56.74
Beta	N/A
Avg. Volume	630,078.22
PE Ratio	N/A

52-Week High	$60.38
52-Week Low	$40.85
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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