SPDR Dow Jones Industrial Average ETF

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Invesco QQQ Trust Series 1

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as crude prices climb amid fears of Middle East supply disruptions, especially attacks and threats affecting shipping around the Strait of Hormuz, alongside risks to oil infrastructure. Traders are split between viewing the supply concerns as support for further gains and expecting a pullback if tensions ease or the rally fades.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

Discussion is dominated by GameStops warrants nearing expiration, with the shares below the exercise price and holders debating whether the warrants will expire worthless. Bears criticize Cohen and doubt an extension or catalyst will arrive, while bulls speculate he may take action; some also view unused warrants as avoiding dilution.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A tech-led rebound in the Nasdaq has sparked volatile trading, with traders debating whether the sharp bounce can hold or is a bull trap. AI infrastructure spending and debt concerns, rising oil prices, and upcoming megacap earnings are keeping sentiment divided.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

Hot inflation readings and higher-rate concerns have weighed on rate-sensitive small caps, with traders highlighting IWMs technical weakness and heavy demand for puts. The community is split between expecting an oversold bounce or rotation into small caps and anticipating further declines if support fails.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras is drawing attention amid a steep post-IPO selloff, with traders citing the analyst price-target cut, IPO lockup share releases and concerns about insider selling, alongside broader weakness in AI hardware. Bulls see an oversold opportunity and point to its wafer-scale technology, while bears question its valuation, ability to scale and reliance on OpenAI.

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

Broadcoms weak share performance is drawing attention amid a broader semiconductor selloff and concerns about AI spending, financing, and returns; many traders also say CEO Hock Tans casino remarks worsened sentiment. The 10-year NTT DOCOMO VMware agreement is cited as positive news, but traders disagree on whether the deal or strong AI-growth expectations can offset the sector and valuation concerns.

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 drawing attention after a sharp AI-infrastructure selloff and a volatile rebound, with traders debating whether the bounce can hold or is another bull trap. Concerns about neocloud financing needs and cash flowespecially amid sector-wide debt worriescompete with confidence that long-term demand for AI compute remains strong.

Celestica, Inc. engages in the provision of supply chain solutions globally to equipment manufacturers and service providers. It operates through the Advanced Technology Solutions (ATS) and Connectivity and Cloud Solutions (CCS) segments. The ATS segment includes aerospace and defense, industrial, smart energy, health tech, and capital equipment businesses. The CCS segment consists of enterprise communications, telecommunications, servers, and storage businesses. The company was founded in 1994 and is headquartered in Toronto, Canada.

Celestica, Inc. - Ordinary Shares (Subordinate Voting)

Celestica, Inc.

Celesticas equity offering to fund expansion has been a major focus, with traders debating the dilution and the sharp, volatile pullback it accompanied. That concern contrasts with bullish views that AI data-center and networking demand, raised guidance, and expected earnings growth support buying the dip.

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 drawing attention ahead of its upcoming earnings report, as traders weigh the results and guidance against a sharp pullback in semiconductor equipment stocks. Some see the dip as oversold and are looking for a support bounce, while others remain cautious about further selling and earnings volatility.

Hewlett Packard Enterprise Co. is a global edge-to-cloud company, which engages in the provision of information technology, technology and enterprise products, solutions, and services. It operates through the following segments: Server, Hybrid Cloud, Intelligent Edge, Financial Services, and Corporate Investments and Other. The Server segment consists of general-purpose servers for multi-workload computing and workload-optimized servers to deliver the performance and value for demanding applications, and integrated systems comprised of software and hardware designed to address high-performance computing and supercomputing, artificial intelligence, data analytics, and transaction processing workloads for government and commercial customers globally. The Hybrid Cloud segment is involved in a variety of cloud-native and hybrid solutions across storage, private cloud, and the infrastructure software-as-a-service space. The Intelligent Edge segment offers wired and wireless local area networks, campus, branch, and data center switching, software-defined wide-area-networks, private and public cellular network software, network security, and associated services that enable secure connectivity for businesses of any size. The Financial Services segment provides investment solutions, such as leasing, financing, IT consumption, utility programs, and asset management services for customers that facilitate technology deployment models and the acquisition of complete IT solutions, including hardware, software, and services from Hewlett Packard Enterprise and others. The Corporate Investments and Other segment includes the Advisory and Professional Services business, which primarily offers consultative-led services, HPE and partner technology expertise and advice, implementation services, as well as complex solution engagement capabilities, the Communications and Media Solutions business, which primarily offers software and related services to the telecommunications industry, and Hewlett Packard Labs, which is responsible for research and development. The company was founded by William R. Hewlett and David Packard on July 2, 1939 and is headquartered in Spring, TX.

Hewlett Packard Enterprise Co

HPE is drawing attention after a sharp selloff alongside enterprise hardware peers, with traders pointing to Barclays downgrade and concerns that AI spending has not yet produced a meaningful growth inflection, while higher memory costs may also temper upside. The community is split between viewing the drop as an overreaction and buying opportunity and worrying that the stock may remain under pressure.

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Galaxy-CEO Mike Novogratz Calls SpaceX 'Biggest IPO By A Factor Of Three' But Warns Of 'Palm' Bubble Echo

Equity

Galaxy CEO said he was optimistic about SpaceX's IPO, calling it a milestone for America and venture finance.


iShares Trust - iShares MSCI Saudi Arabia ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Mike Novogratz stated SpaceX's IPO could raise $75 billion, significantly outpacing Saudi Aramco's previous record.</li><li>Novogratz emphasized that the valuation is heavily influenced by artificial intelligence, framing the IPO as a convergence of space exploration and AI.</li><li>He issued a cautionary note, comparing this IPO to the Palm IPO during the dot-com bubble, although he believes the SpaceX situation may be more legitimate.<br>&nbsp;</li></ul><p>Galaxy Digital (GLXY) CEO Mike Novogratz said SpaceX’s (SPCX) market debut is the biggest initial public offering (IPO) ever, but cautioned the hype around it is like previous market peaks.</p><p><a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=0KM4GcOrd1Y">Speaking</a> on All Things Market with SkyBridge Capital founder Anthony Scaramucci, Novogratz said SpaceX was the “biggest IPO by a factor of three of all time.” The company was set to raise $75 billion if the greenshoe option was triggered, versus roughly $25 billion for Saudi Aramco (KSA) and other past giants.</p><p>He attributed much of the company's valuation to artificial intelligence rather than its space business alone. Novogratz described the offering as one that "brings in space and an A in AI," adding that&nbsp;"a lot of valuation comes from the AI side." He framed the debut as a convergence of two of the market's biggest themes, tied to an ongoing technology shift and one of the great bull markets.</p><p>But Novogratz flagged a warning sign. He compared the listing to the Palm IPO, which coincided with the peak of the dot-com bubble, saying, "This is how great markets end." He conceded the SpaceX story&nbsp;"could be more real"&nbsp;than that earlier episode.</p><h2 class="st-heading-2">A Three-Pool Buyer Structure</h2><p>Novogratz weighed in on the mechanics of the purchase, crediting Goldman Sachs (GS) and JPMorgan (JPM) for creating demand across three buyer pools. Index funds were on the sidelines, ready to buy as soon as the SEC and S&amp;P changed the rules to let SpaceX into major indexes, a structure that didn’t exist in prior IPOs, he added.</p><p>The other segment was large institutions like BlackRock (BLK) and Fidelity (FIS), with hedge funds and a 15% retail allocation making up the balance. “There was over-subscription, and they cut back the allocations,” he stated.</p><div><div><div><div><div><div><div><div><p>According to SpaceX's final IPO prospectus <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/Archives/edgar/data/1181412/000162828026042639/spaceexplorationtechnologi.htm">filed</a> with the SEC, the underwriting discounts and commissions total $500 million, or $0.90 per share, representing about 0.7% of the $75 billion raised. Goldman Sachs (GS) and Morgan Stanley (MS) led the offering as joint book-running managers, alongside BofA Securities, Citigroup (C), and J.P. Morgan (JPM).</p></div></div></div></div></div></div></div></div><p>“This is a great day for America” and for venture capital, said Novogratz, a long-time investor in SpaceX who initially put money into the company in 2013 via Antonio Gracias.</p><h2 class="st-heading-2">Why Novogratz Took A Different Path With Galaxy</h2><div><div><div><div><div><div><div><div><p>Novogratz drew a contrast with his own approach to taking Galaxy Digital public, noting that he rejected the kind of super-voting share structure that lets founders like Brian Armstrong keep control of Coinbase (COIN) regardless of their economic stake. He said he opted for a one-share-one-vote structure for Galaxy because it felt "more fair and more democratic," adding that he did so "kind of ideologically," even as he acknowledged the dual-class setups at companies like Coinbase have "worked in a lot of cases."</p></div></div></div></div></div></div></div></div><p><a href="https://stocktwits.com/symbol/GLXY">GLXY’s price</a> closed at $33 on Friday. On Stocktwits, retail sentiment around GLXY remained in the ‘extremely bullish’ zone, while chatter around it stayed at ‘extremely high’ levels over the past day.&nbsp;</p><p><strong>Read also:&nbsp;</strong><a href="https://stocktwits.com/news-articles/markets/cryptocurrency/clarity-act-july-4-deadline-logistically-impossible/cZKB4RaR75U"><strong>CLARITY Act's July 4 Deadline Is 'Logistically Impossible' Amid 16-Day Senate Window, Says Eleanor Terrett</strong></a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com</i></p>

Mike Novogratz, CEO of Galaxy Investment Partners, smiles as he speaks during the Bitcoin 2022 Conference at Miami Beach Convention Center on April 8, 2022 in Miami, Florida. (Photo by Marco Bello/Getty Images)

Galaxy Digital (GLXY) CEO Mike Novogratz said SpaceX’s (SPCX) market debut is the biggest initial public offering (IPO) ever, but cautioned the hype around it is like previous market peaks.

Blackrock Inc.

VanEck Digital Transformation ETF

Galaxy Digital Inc. - Ordinary Shares - Class A

iShares MSCI Saudi Arabia ETF

SpaceX

$SPCX

$NFLX

$TSLA

$META

Which earnings release are you most looking forward to this week: $SPCX, $NFLX, $TSLA, or $META? Drop a comment for others.

Current Price	$35.14
Prev Close	$35.10
Open	$35.18
Dividend Yield	N/A
50-Day Moving Average	$37.43
Beta	N/A
Avg. Volume	467,574.44
PE Ratio	N/A

52-Week High	$41.18
52-Week Low	$35.00
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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