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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

A quarterly earnings beat, rapid growth in AI-compute revenue and an aggressive expansion outlook are driving attention, alongside preliminary discussions of a possible Tesla merger. Many traders are bullish on the growth story and anticipate further gains, while skeptics question the valuation, heavy spending and credibility of Musks ambitious forecasts.

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 update sharply raised its quarterly revenue and gross-margin outlook on stronger AI platform demand, driving a strong after-hours rally. Traders largely welcomed the results as evidence of improving business momentum and a possible short squeeze, while some questioned whether the gains would hold given the companys history of volatility and execution concerns.

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 expectations, but a softer fourth-quarter outlook, slowing revenue growth, and a reduced advertising forecast have driven a sharp selloff. Traders are split between buying the dip on the companys profitability and buybacks, and warning that weaker growth and streaming competition could keep pressure on the shares.

GE Aerospace is an American aircraft company, which engages in the provision of jet and turboprop engines, as well as integrated systems for commercial, military, business, and general aviation aircraft. The firm's portfolio of brands includes Avio Aero, Unison, GE Additive, and Dowty Propellers. It operates through the following segments: Commercial Engines and Services, Defense and Propulsion Technologies, and Corporate and Other. The Commercial Engines and Services segment is involved in the design, development, manufacturing, and servicing of jet engines for commercial airframes, as well as business aviation and aeroderivative applications. The Defense and Propulsion Technologies segment offers defense engines and critical aircraft systems. The Corporate and Other segment relates to corporate functions and operations costs. The company was founded by Thomas Alva Edison in 1878 and is headquartered in Evendale, OH.

GE Aerospace

GE Aerospaces strong quarterly results and raised outlook are being overshadowed by a sharp selloff, extending traders frustration that earnings beats have not translated into gains. The debate centers on whether the decline is profit-taking and high expectations or reflects real concerns about cash flow, rising costs, supply constraints, and an insurance loss.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

CELHs move toward and briefly above the $30 level has traders focused on whether the stock can sustain a technical breakout, with some pointing to higher volume and others expecting another rejection. Pepsi buyout talk and hopes around earnings appear in the discussion, but remain speculation rather than a confirmed catalyst.

Intuitive Surgical, Inc. engages in the provision of robotic-assisted surgical solutions and invasive care through a comprehensive ecosystem of products and services. Its products include Da Vinci Surgical and Ion Endoluminal systems. The company was founded by Frederic H. Moll, John Gordon Freund, and Robert G. Younge in November 1995 and is headquartered in Sunnyvale, CA.

Intuitive Surgical Inc

Intuitive Surgicals Q3 earnings beat was followed by a sharp selloff, as traders focused on slower procedure growth, a cautious outlook and planned da Vinci pricing cuts, alongside a one-time antitrust settlement. Some investors view the reaction as excessive given continued business growth, while others see the growth and pricing pressures as reasons for caution.

Disc Medicine, Inc. is a clinical-stage biopharmaceutical company, which engages in the discovery, development, and commercialization of treatments for hematologic diseases. It assembles a portfolio of clinical and preclinical product candidates that aim to modify fundamental biological pathways associated with the formation and function of red blood cells, specifically heme biosynthesis and iron homeostasis. The company was founded in October 2017 and is headquartered in Watertown, MA.

Disc Medicine Inc

Disc Medicine shares drew attention after bitopertin met all primary and secondary endpoints in the Phase 3 APOLLO trial, supporting a planned FDA resubmission. Traders are now debating the dilutive effect of the upsized public offering, priced below the recent trading level, against the added funding for development and potential commercialization.

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia, and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Lam Research Corp.

Lam Research is in focus ahead of its quarterly earnings report, with traders watching guidance and semiconductor-equipment demand amid a sharp pullback. The debate is split between buyers treating weakness and support levels as an opportunity and bears concerned about further sector pressure and high expectations.

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 Phase 3 REGAL AML trial reaching its 80-event final-analysis trigger; the last disclosed count was 78, and traders are also watching for SLS009 updates. Some interpret the CEOs next chapter remarks and the companys ASH presence as possible buyout or partnership clues, while skeptics note there is no confirmed deal or trial result and view the rally as speculative.

Fabrinet engages in the provision of optical packaging and precision optical, electro-mechanical, and electronic manufacturing services to original equipment manufacturers (OEMs). The firm's services include process design and engineering, advanced optical packaging, printed circuit board assembly and test, new product introduction, supply chain and inventory management, and customized glass and crystal optics fabrication. The company was founded by David Thomas Mitchell on August 12, 1999 and is headquartered in George Town, Cayman Islands.

Fabrinet

Fabrinets sharp selloff despite an earnings beat and upbeat outlook is driving discussion, with traders pointing to weak free cash flow, heavy investment and working-capital needs as possible concerns. Others see the drop as an overreaction, citing continued AI data-center and optical-connectivity demand and debating whether the stock is oversold.

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Should You Invest in the iShares U.S. Medical Devices ETF (IHI)?

The Silver Tsunami: Healthcare ETFs to Buy Amid Aging US Demographics

 ETFs like XLV stand out as aging U.S. demographics fuel rising demand for healthcare, medical devices and senior-focused care. 

Buy the Dip in These Top-Ranked ETFs

Market volatility from Iran tensions has created dip-buying chances. Here are 5 ETFs across tech, semis, dividends, healthcare and financials.

Why Did BFLY Stock Surge More Than 23% Pre-Market Today?

Equity

The company posted Q4 revenue of $31.5 million, marking a 41% increase year-on-year (YoY), while the adjusted loss per share (EPS) for the quarter was $0.02.


Why Did GUTS Stock Plummet Today Despite Positive Gut Therapy Midterm Study? 

Six-month data from 40 participants suggest that Revita helps limit weight regain after GLP-1 discontinuation.


Why Did Glucotrack Stock Surge 12% Pre-Market Today?

The company has received patents for its continuous blood glucose monitoring system.

INMD Stock Jumped Nearly 13% Today – What’s Powering The Rally?

According to a Calcalist report, the company is set to go private after a $1.1 billion acquisition by a fund. 

iShares Trust - iShares U.S. Medical Devices ETF

Bullish Sentiment

<ul class="summary-bullets"><li>Net loss narrowed to $15.3 million from $18.1 million a year ago, while EBITDA loss improved to $3.2 million, compared with a loss of $9.1 million in the prior-year quarter.</li><li>The company credited its Butterfly Embedded platform strategy, including a partnership with Midjourney, for adding $6.8 million in Q4 revenue.</li><li>For fiscal 2026, Butterfly projects revenue between $117 million and $121 million.</li></ul>Butterfly Network, Inc. (BFLY) on Thursday reported strong fourth-quarter (Q4) and full-year 2025 results, highlighting expanding revenue growth and narrowing losses as it expands partnerships and advances its AI-driven imaging platform.The company posted Q4 revenue of $31.5 million, marking a 41% year over year (YoY) increase.&nbsp;<h2 class="st-heading-2">Quarterly Performance Surges</h2>U.S. sales climbed 55% YoY to $26.8 million, fueled in part by a new co-development collaboration with Midjourney and higher probe demand.&nbsp;Net loss narrowed to $15.3 million from $18.1 million a year ago, while adjusted loss per share (EPS) for the quarter was $0.02. Both revenue and EPS exceeded the analysts’ consensus estimates of $26.25 million and a loss of $0.07, respectively, according to Fiscal AI data.&nbsp;<a href="https://stocktwits.com/symbol/BFLY">Butterfly Network stock</a> traded over 23% higher in Thursday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock jumped to ‘bullish’ from ‘neutral’ territory the previous day. Message volume shifted to ‘high’ from ‘normal’ levels in 24 hours.&nbsp;<h2 class="st-heading-2">Expenses And Profitability Trends</h2>Operating costs increased 22% YoY to $37.9 million, reflecting stepped-up spending on sales and client experience initiatives. Excluding stock-based compensation and certain other items, operating expenses were $26.2 million.Adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) loss improved to $3.2 million, compared with a loss of $9.1 million in the prior-year quarter. The company ended the year with $150.5 million in cash and equivalents and generated a positive net cash flow of $6.3 million in the quarter.The company credited its Butterfly Embedded platform strategy, including a partnership with Midjourney, for adding $6.8 million in Q4 revenue. The broader agreement, disclosed in November, outlines potential payments totaling up to $74 million over five years.For fiscal 2026, Butterfly projects revenue of $117 million to $121 million, representing growth of roughly 20% to 24%. BFLY stock has declined by over 21% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/prct-stock-tumbles-pre-market-bof-a-questions-earnings-visibility-cuts-target-to-20/cZTGJmTRIbn">PRCT Stock Tumbles Pre-Market: BofA Questions Earnings Visibility, Cuts Target To $20</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Lower Saxony, Heiligenrode: Doctor Umes Arunagirinathan at work in the Heiligenrode GP practice.

The company posted Q4 revenue of $31.5 million, marking a 41% increase year-on-year (YoY), while the adjusted loss per share (EPS) for the quarter was $0.02.

Butterfly Network Inc

iShares US Medical Devices ETF

First Trust Exchange-Traded Fund VI - First Trust Indxx Medical Devices ETF

Hold rates steady

Cut 25 bps

Hike 25 bps

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? 
 
Drop a comment with when you expect the first cut/hike to be.

Current Price	$54.27
Prev Close	$53.76
Open	$54.16
Dividend Yield	N/A
50-Day Moving Average	$53.20
Beta	N/A
Avg. Volume	2.45M
PE Ratio	N/A

52-Week High	$64.71
52-Week Low	$47.37
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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