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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 strong quarterly earnings beat and first reported profit, driven by rapid growth in AI compute and Starlink, are driving attention; traders are also reacting to Musks ambitious revenue outlook. Bulls welcome the results, while skeptics argue that heavy AI infrastructure spending, a lofty valuation, and upcoming share unlocks may limit the stocks response.

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 Q1 update, which sharply raised its revenue outlook and projected higher gross margins on AI-platform demand, is the dominant catalyst. Traders welcomed the stronger outlook but debate whether it can sustain a rebound, citing the stocks volatile pullback and lingering concerns about execution, governance, and the broader AI trade.

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 softer fourth-quarter guidance and a reduced advertising outlook reignited concerns about slowing growth, prompting a sharp selloff. Traders are split between viewing the reaction as overdone given the profitable quarter and buybacks, and worrying that weaker growth and competition will weigh on the business.

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 export-compliant Nvidia workstation GPUs are drawing attention, with traders viewing the demand and supply constraints as bullish while noting the stock has not responded strongly. The discussion also weighs that demand against concerns about AI infrastructure spending, financing and the recent weakness in semiconductor shares.

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 sharp neocloud and AI-infrastructure selloff, with traders citing financing and debt concernsespecially around CoreWeaveand doubts about whether AI spending will deliver adequate returns. The community is split between viewing the decline as sector-wide fear and a buying opportunity given continued compute demand, and expecting further weakness until funding risks ease.

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

Anticipation of Teslas quarterly results dominates, with traders debating pressure on margins and valuation versus possible updates on robotaxis, Optimus and AI. SpaceX merger speculation adds to the bullish chatter, though some traders say no deal is confirmed and expect a possible sell-the-news reaction.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is drawing attention after a sharp semiconductor-sector selloff and a volatile rebound, with traders citing JPMorgans upgrade to Neutral and improved execution while watching for earnings. Bulls also point to reported foundry customer prospects and Intels AMD AI-software collaboration, while skeptics question whether the turnaround can sustain the recovery.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is caught in a sharp selloff across AI neocloud and data-center stocks amid concerns about financing, AI infrastructure returns, and possible industry consolidation. Traders are divided: some point to co-CEO Daniel Roberts comments that IRENs data centers were built with cash and to its customer contracts as reassurance, while others remain concerned about execution, delays, dilution, and the stocks weakness versus peers.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

Debt and refinancing concerns, amplified by HSBCs bearish assessment, are driving debate as traders weigh further downside against a sharp rebound and potential short squeeze. Bulls point to strong AI-compute demand and reported GPU price increases, while skeptics question whether CoreWeaves backlog can offset its financing needs.

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 are drawing attention as traders anticipate the 80th event in the Phase 3 REGAL trial, which would trigger the trials final analysis; the results remain uncertain. The community is split between optimism that the catalyst could support a larger move or attract a buyer and skepticism that the recent rebound reflects anything more than volatile trading without new company news.

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Insmed Appoints Two New Directors to Its Board

Insmed Appoints Two New Directors to Its Board Insmed Appoints Two New Directors to Its BoardPR NewswireBRIDGEWATER, N.J., Oct. 20, 2026 Paul Hudson, Former CEO of Sanofi and Novartis Pharmaceuticals, and Utpal Koppikar, CFO of Verily Health and Veteran Biopharma Finance Leader, Join as New...

Insmed Launches BRINSUPRI Tablets 25 mg (brensocatib hydrate) for the Treatment of Non-Cystic Fibrosis Bronchiectasis in Japan

Insmed Launches BRINSUPRI Tablets 25 mg (brensocatib hydrate) for the Treatment of Non-Cystic Fibrosis Bronchiectasis in Japan Insmed Launches BRINSUPRI Tablets 25 mg (brensocatib hydrate) for the Treatment of Non-Cystic Fibrosis Bronchiectasis in JapanPR NewswireBRIDGEWATER, N.J., Oct. 19, 2026...

Insmed Features the Global Phase 3 PALM Clinical Development Program Evaluating Treprostinil Palmitil Inhalation Powder (TPIP) at CHEST 2026

Insmed Features the Global Phase 3 PALM Clinical Development Program Evaluating Treprostinil Palmitil Inhalation Powder (TPIP) at CHEST 2026 Insmed Features the Global Phase 3 PALM Clinical Development Program Evaluating Treprostinil Palmitil Inhalation Powder (TPIP) at CHEST 2026PR...

Insmed to Present New Data Across Its Respiratory Portfolio at CHEST 2026 and IDWeek 2026

Insmed to Present New Data Across Its Respiratory Portfolio at CHEST 2026 and IDWeek 2026 Insmed to Present New Data Across Its Respiratory Portfolio at CHEST 2026 and IDWeek 2026PR NewswireBRIDGEWATER, N.J., Oct. 14, 2026Three Late-Breaking Abstracts at CHEST 2026 Deepen Understanding of the...

This Insmed Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Monday

Analysts downgraded UWMC, ACT, ROIV, INSM; ACT's target fell to $44.read more...

INSM Stock Slides on CFO Exit, Reiterates '26 Sales View

Insmed shares slide after CFO Sara Bonstein's surprise exit, though the company reaffirms 2026 revenue guidance for Brinsupri and Arikayce.

$100 Invested In Insmed 5 Years Ago Would Be Worth This Much Today

Insmed (NASDAQ:INSM) has outperformed the market over the past 5 years by 17.45% on an annualized basis producing an average annual return of 29.54%. Currently, Insmed has a market capitalization of $22.80 billion.read more...

Insmed Stock Slides  CFO Exit Date Set, 2026 Guidance Reaffirmed

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Insmed Announces CFO Transition

Insmed Announces CFO Transition Insmed Announces CFO TransitionPR NewswireBRIDGEWATER, N.J., Oct. 5, 2026Sara Bonstein Will Step Down as CFO on October 30 After Nearly Seven Years of Dedicated LeadershipCompany Reaffirms Full-Year 2026 Financial GuidanceCompany Announces Third-Quarter 2026...

Liquidia Stock Plunges 57% on UTHR Patent Litigation Setback

LQDA faces a major setback as a patent ruling threatens Yutrepia's PH-ILD indication and creates uncertainty around its commercial outlook.

Insmed, Inc. is a global biopharmaceutical company, which engages in the development and commercialization of therapies for patients with rare diseases. Its focuses on Brensocatib, and Treprostinil Palmitil Inhalation Powder (TPIP) pipeline. The company was founded in 1988 and is headquartered in Bridgewater, NJ.

Insmed Inc

INSM Stock Dips In Extended Trading After Experimental Skin Disease Drug Fails In Study 

Equity

Bearish Sentiment

<ul class="summary-bullets"><li>Insmed said that it will subsequently discontinue development of brensocatib in hidradenitis suppurativa</li><li>Martina Flammer, Chief Medical Officer of Insmed, said that the company was disappointed with the results.</li><li>According to data from Koyfin, &nbsp;all of the 20 analysts covering INSM stock rate it ‘Buy’ or higher.</li></ul>Insmed Incorporated (INSM) said on Tuesday that its mid-stage study evaluating brensocatib in adult patients with moderate to severe hidradenitis suppurativa failed to meet its goals.Shares of the company fell 2% after hours.<h2 class="st-heading-2">Study Results</h2>The mid-stage trial was aimed at evaluating the safety and efficacy of brensocatib in adults with moderate to severe hidradenitis suppurativa, a chronic, non-contagious inflammatory skin condition characterized by painful, recurring lumps and abscesses. &nbsp;The trial did not meet the primary or secondary endpoints in either the 10 mg or 40 mg treatment arms though the drug was well tolerated, the company said. The study enrolled 214 patients and its primary goal was a reduction in total abscess and inflammatory nodule at 16 weeks.Participants of the study experienced a 45.5% and 40.3% reduction from baseline in total abscess and inflammatory nodule (AN) count in the brensocatib 10 mg and 40 mg arms, respectively, compared to a 57.1% reduction in the placebo arm, the company said.Insmed said that it will subsequently discontinue development of brensocatib in hidradenitis suppurativa. Martina Flammer, Chief Medical Officer of Insmed, said that the company is “disappointed” with the results.<h2 class="st-heading-2">How Did Retail Traders React?</h2>On Stocktwits, retail sentiment around INSM stock stayed within the ‘bearish’ territory over the past 24 hours, while message volume fell from ‘high’ to ‘normal’ levels.According to data from Koyfin, all 20 analysts covering INSM stock rate it ‘Buy’ or higher. The stock has an average 12-month price target of $214.79, representing a potential upside of about 32% from last closing price.The company currently has two approved therapies, including Brinsupri for the treatment of non-cystic fibrosis bronchiectasis (NCFB) in adults and children 12 years and older, and Arikayce for the treatment of certain Mycobacterium avium complex (MAC) lung infections.<a href="https://stocktwits.com/symbol/INSM">INSM stock</a> has more than doubled over the past 12 months. &nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/gopro-shares-edge-up-after-hours-on-23-percent-layoff-announcement/cZJB2feRIqd">GoPro Shares Edge Up After-Hours On 23% Layoff Announcement</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

The trial did not meet the trials’s primary or secondary endpoints in either the 10 mg or 40 mg treatment arms, though the drug was well tolerated, the company said. 

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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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