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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 Q3 earnings beat, first reported profit, and sharp growth in its AI-compute business are driving attention, with traders also reacting to ambitious forward revenue and spending commentary. Many are bullish and anticipate short covering, while others question the valuation, heavy capital expenditure, and whether the AI growth can justify expectations.

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, which raised its revenue outlook substantially and projected improved gross margins on stronger AI-platform demand, is driving attention. Many traders welcomed the update and speculated about short covering, while others questioned whether the gains would hold given the companys history and ongoing concerns about execution and profitability.

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 results beat earnings expectations, but softer fourth-quarter guidance and slowing revenue growth drove a sharp selloff, with traders also concerned about weaker advertising growth and execution. Bears see evidence of fading growth amid streaming competition, while bulls argue the profitable quarter makes the decline an overreaction.

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

Teslas upcoming quarterly results and Musks confirmation that Tesla and SpaceX have formed committees to explore a possible merger are driving attention. Traders debate whether merger prospects could support the stock or remain speculative, while others focus on earnings expectations and Teslas profitability; no deal has been agreed.

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 volatile trading across AI infrastructure and neocloud stocks, with financing and debt concernsespecially spillover from CoreWeavedriving bearish debate. Bulls counter that AI compute demand remains strong and Nebius is better positioned than some peers, while traders watch broader tech spending and earnings for direction.

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

Intels steep pullback and volatile rebounds ahead of earnings are driving discussion, alongside JPMorgans move to Neutral and reports of potential foundry customers. Traders are split between optimism about a foundry turnaround and skepticism over execution, valuation and the dilutive effect of Intels large share offering.

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

IRENs steep selloff and continued underperformance versus other neocloud and data-center stocks dominate discussion, alongside broader worries about how AI-cloud providers will finance expansion. Co-CEO Daniel Roberts claim that IRENs data centers were built with cash and carry no asset-level debt reassured some traders, while others remain concerned about the stocks weakness and whether any rebound can 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

Reported orders from Chinese tech firms for Nvidias export-compliant GPUs are fueling discussion of strong demand despite U.S. restrictions; traders also note Nvidia may be able to fulfill only a small share of the orders. The community is divided as the stocks muted reaction and recent weakness keep concerns about AI spending, financing risks, and the sustainability of the rally in focus.

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 rallied as traders focused on the Phase 3 REGAL AML trial nearing its 80-event threshold, which triggers final analysis; the last disclosed count was 78. Bulls see the approaching milestone and the CEOs upbeat anniversary comments as reasons for optimism and speculate about a buyout, while skeptics note that no new results or deal have been confirmed and attribute the move to volatile trading.

SK hynix, Inc. engages in the design, manufacture, and sale of semiconductor products. Its products include dynamic random access memory, not-AND flash memory, and multi-chip package. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is drawing attention amid a sharp, volatile selloff in Korean and memory-chip stocks, which traders attribute to foreign outflows, leveraged selling, and concerns about Chinese competition and the durability of AI-driven memory demand. The community is split between bearish calls for further declines and dip buyers who argue that strong memory demand and low valuations support a recovery.

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SEC Chair Paul Atkins Says SEC Staff Is Reviewing Anthropic’s ‘Unusual’ AI Risk Disclosures

Equity

The SEC is reviewing Anthropic’s filing, with Atkins saying staff typically works through disclosure issues with companies before they go public.


CRWV Stock: CoreWeave Secures $3.7B For AI Expansion With Convertible Debt Deal

The notes carry a 2.875% annual interest rate and mature in 2033. 


CoreWeave Lands Higher-Priced AI Compute Deals – And Seeks $3B More To Fund Expansion

CoreWeave said it signed short-term third-quarter compute contracts at roughly $40 million per megawatt.


CoreWeave CEO Says ‘Deal Economics Are Excellent’ With AI Pricing Outpacing Input Costs

In an interview with CNBC, CEO Michael Intrator said the company’s long-term offtake agreements and deal-level economics remain central to its operating-leverage strategy.

CRWV Stock On Track For Third Straight Day In The Red Despite New Hudson River Trading Deal

CoreWeave signed a multi-year agreement with Hudson River Trading to provide AI infrastructure for the quantitative trading firm's research and model-development workloads.


CoreWeave Surges on Upbeat Q2: ETFs in Focus

CoreWeave's upbeat Q2 results, soaring backlog and strong outlook are fueling optimism. Here are ETFs offering exposure to the AI infrastructure play.

U.S. IPO Market Has More Room to Rally in H2 2026: ETFs Poised to Win

The next phase of the IPO rally could extend beyond tech mega-deals, driven by a more diversified pipeline, benefiting ETFs like FPX and IPO.

SK Hynix Surges in Blockbuster U.S. Market Debut: ETFs in Focus 

SK Hynix's record $26.5B U.S. IPO and AI memory leadership put semiconductor, South Korea and IPO ETFs like SOXX, SMH, QQQ, EWY, IPO and FPX in focus.

SK Hynix Eyes Massive U.S. Listing: ETFs That Are Likely to Gain 

SK Hynix's blockbuster U.S. listing could reshape semiconductor investing. Here's how chip, Korea, Nasdaq and IPO ETFs stand to benefit.

Bending Spoons Stock Rises 11% In Nasdaq Debut

Bending Spoons shares traded at $32 per share as of this writing, compared to its offer price of $29 apiece.

The Renaissance IPO ETF (ticker: IPO) seeks to provide investors with the largest, most liquid US-listed newly public company stocks in one security, reducing the risk of single-stock ownership while avoiding overlap with major core indices for optimal diversification across markets and time. Launched in 2013, it is the only ETF focusing exclusively on the US IPO market.

Renaissance Capital Greenwich Funds - Renaissance IPO ETF

Neutral Sentiment

<ul class="summary-bullets"><li>In an interview with CNBC, Atkins said <a class="mention" data-mention="$IPO" data-symbol-id="IPO" href="https://stocktwits.com/symbol/IPO" target="_blank">IPO</a> market conditions can change quickly.</li><li>He said companies should not rush to market without considering the potential effects on their businesses and investors.</li><li>Atkins said market “ups and downs” are a normal part of <a class="mention" data-mention="$IPO" data-symbol-id="IPO" href="https://stocktwits.com/symbol/IPO" target="_blank">IPO</a> conditions and pointed to what he described as a longer-term recovery in U.S. public listings.</li></ul>SEC Chair Paul Atkins said Tuesday that Anthropic’s warning that advanced artificial intelligence could pose “catastrophic or existential risks to humanity” is an unusual disclosure for an <a class="mention" data-mention="$IPO" data-symbol-id="IPO" href="https://stocktwits.com/symbol/IPO" target="_blank">IPO</a> prospectus.“You’re right, this is an unusual type of disclosure. I haven’t seen it yet,” Atkins said in an interview with CNBC when asked about Anthropic’s risk factors.Anthropic’s prospectus&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/finance/anthropic-warns-ai-may-pose-existential-risks-humanity-ipo-filing-2026-09-29/">reportedly</a> devotes roughly 80 pages of its 261-page main body to risk factors. The AI company warns that increasingly advanced models could develop self-preserving behaviors, including attempts to resist shutdown, conceal or manipulate information and engage in behavior resembling blackmail.On Stocktwits, retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/ANTHZZX.P">Anthropic</a> trended in ‘neutral’ territory at the time of writing.&nbsp;<h2 class="st-heading-2">SEC Review Puts Anthropic AI Risks Under The Microscope</h2>Atkins said the SEC staff is handling the review of Anthropic’s filing, adding that staff members typically work through disclosure issues with prospective issuers before an <a class="mention" data-mention="$IPO" data-symbol-id="IPO" href="https://stocktwits.com/symbol/IPO" target="_blank">IPO</a>. “The staff does good research and poses good questions to try to elicit, you know, the disclosure that covers all this,” Atkins said.The comments come as Anthropic prepares for a potential public offering that could become one of the largest IPOs ever. The filing puts unusual emphasis on the potential downside of the same AI technology driving the company’s growth.<h2 class="st-heading-2">Oura Delay Adds To <a class="mention" data-mention="$IPO" data-symbol-id="IPO" href="https://stocktwits.com/symbol/IPO" target="_blank">IPO</a> Market Questions</h2>Atkins’ comments came after Oura postponed its planned Nasdaq listing Tuesday, citing uncertainty in the <a class="mention" data-mention="$IPO" data-symbol-id="IPO" href="https://stocktwits.com/symbol/IPO" target="_blank">IPO</a> market despite strong demand.&nbsp;Oura had planned to sell 50 million shares at $40 to $44 each, potentially raising as much as $2.2 billion. The company said it remains profitable and growing but chose to wait for a more favorable market environment.Atkins acknowledged that <a class="mention" data-mention="$IPO" data-symbol-id="IPO" href="https://stocktwits.com/symbol/IPO" target="_blank">IPO</a> conditions can change quickly but argued that pullbacks are a normal part of the market. “There will be ups and downs as market conditions change,” he said. “That’s the way it should be.”He also cautioned companies against rushing to list when conditions are unfavorable. “Somebody shouldn’t just rush to market pell mell without considering the effects on their business and on their investors and all that,” Atkins said.<h2 class="st-heading-2">SEC Chair Points To Broader <a class="mention" data-mention="$IPO" data-symbol-id="IPO" href="https://stocktwits.com/symbol/IPO" target="_blank">IPO</a> Recovery</h2>Atkins pointed to what he sees as a broader recovery in U.S. public markets. He said 583 companies have gone public in the 18 months since he became SEC chair, raising about $208 billion. “We are focused on the long term,” Atkins said. “We’ve had a dearth now of IPOs over the last 30 years.”U.S. equities were mixed in midday trade on Thursday. The Nasdaq-100 tracking&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust</a> (QQQ) gained 0.29%, while&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY) slid 0.15% and the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF</a> (DIA) fell 0.41%. Retail sentiment around QQQ on Stocktwits trended in ‘bullish’ territory over the past day.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mu-stock-gains-earnings-jpmorgan-sees-constructive-setup-amid-netlist-legal-fight/cZMZb9lRBgk">MU Stock Gains Ahead Of Q4 Earnings: JPMorgan Sees 'Constructive' Setup Amid Netlist Legal Fight</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

SEC Chairman Paul Atkins speaks to reporters after giving opening remarks at a roundtable with the SEC's Crypto Task Force at SEC Headquarters on April 25, 2025 in Washington, DC. 

SEC Chair Paul Atkins said Tuesday that Anthropic’s warning that advanced artificial intelligence could pose “catastrophic or existential risks to humanity” is an unusual disclosure for an IPO prospectus.

SEC Chair Paul Atkins Calls Anthropic’s ‘Existential’ AI Risk Disclosure ‘Unusual’

Global X Funds - Global X Artificial Intelligence & Technology 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	$49.50
Prev Close	$49.06
Open	$48.61
Dividend Yield	N/A
50-Day Moving Average	$53.35
Beta	N/A
Avg. Volume	13,228.63
PE Ratio	N/A

52-Week High	$60.33
52-Week Low	$39.31
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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