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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 earnings beat, first quarterly profit since its IPO, and surging AI-compute business are driving attention, with traders also focused on plans for much heavier data-center investment. Bulls see accelerating demand and growth potential, while skeptics question the valuation, spending plans, and ambitious revenue outlook; upcoming share unlocks are another concern.

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, citing stronger AI-platform demand, raised its revenue outlook well above prior guidance and projected higher gross margins, driving a sharp rally and renewed optimism about AI-server demand. Traders debated whether the improvement can be sustained, with some highlighting the companys execution and credibility concerns and the stocks history of volatile moves.

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 slower revenue growth overshadowed the solid quarter and pressured the shares. Traders are divided between concerns about fading growth, advertising execution and streaming competition, and views that the selloff is overdone given the companys profitability.

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

Tesla and SpaceX have formed committees to explore a potential merger, fueling bullish deal speculation while skeptics note that no agreement is in place and shareholder approval would be required. Traders are also positioning around Teslas quarterly earnings, with debate over whether results can support the recent strength.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Loop Capitals downgrade of Apple to Hold, citing weaker iPhone shipment-recovery prospects and rising memory costs, is driving discussion alongside broader concerns about valuation and slowing demand ahead of earnings. Bearish traders see further downside, while bulls argue that strong iPhone Duo preorder demand and the stocks resilience offset the analyst concerns.

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

Reports of large Chinese orders for export-compliant Nvidia GPUs are drawing attention, with demand reportedly outstripping planned supply. Traders see the orders as evidence of resilient demand but debate why the shares remain weak amid broader concerns about AI spending, financing, and semiconductor-sector volatility.

Myriad Genetics, Inc. is a molecular diagnostics and precision medicine company committed to advancing health and well-being for all. It develops and commercializes molecular tests that help patients and providers uncover genetic insights. The company was founded by Walter A. Gilbert, Mark H. Skolnick, and Peter D. Meldrum in May 1991 and is headquartered in Salt Lake City, UT.

Myriad Genetics, Inc.

Myriad Genetics agreement to sell its prenatal-testing business to Labcorp for cash is driving the sharp move, with traders focused on the proceeds strengthening the balance sheet and funding the oncology business. Bullish reactions call the deal a meaningful catalyst, while skeptics worry that selling a revenue-generating unit leaves a smaller business facing existing growth and debt 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 moving with the volatile AI neocloud trade; traders linked a sharp rebound to SpaceXs upbeat comments on strong compute demand and constrained capacity. That optimism is tempered by concerns about funding and CoreWeaves debt exposure, with some viewing the bounce as relief rather than a confirmed trend reversal.

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

Seas plans to list its Monee financial-services arm and launch Sea Cloud are drawing attention, but shares are selling off despite the potential growth and value-unlocking opportunities. Traders are split between viewing the moves as promising and worrying they add uncertainty and spending amid Shopee competition and a cautious analyst outlook; some see the decline as an oversold buying opportunity.

Rapport Therapeutics, Inc. engages in the discovery and development of transformational small molecule medicines for patients suffering from central nervous system disorders. It develops the RAP (receptor associated proteins) technology platform. The company was founded by Steven M. Paul and David Bredt in February 2022 and is headquartered in Boston, MA.

Rapport Therapeutics Inc.

Rapport Therapeutics Inc

Rapports RAP-219 met the primary and secondary endpoints in a Phase 2 trial for acute bipolar mania, driving attention to the drugs potential beyond epilepsy. Traders are divided: bulls emphasize the positive readout and analyst upgrades, while skeptics point to the modest placebo-adjusted benefit, agitation and discontinuations, and a sharp fade in the initial rally.

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Wall Street Analysts Think Vaxcyte (PCVX) Could Surge 75.6%: Read This Before Placing a Bet

The average of price targets set by Wall Street analysts indicates a potential upside of 75.6% in Vaxcyte (PCVX). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

Vaxcyte Prices Offerings Of Stock, Warrants, Convertible Notes To Raise Approx. $1 Bln

(RTTNews) - Vaxcyte, Inc. (PCVX), a clinical-stage vaccine innovation company, announced late Tuesday the pricing of public offerings of common stock, pre-funded warrants and convertible senior notes for total proceeds of approximately $1.0 billion...

Moderna, Vaxcyte and Novavax Are Trending After-Hours as Suspected Pneumonic Plague In Russia Stirs Anxiety

Vaccine stocks are trending on Tuesday.

Shares of Moderna Inc. (NASDAQ:MRNA), Vaxcyte Inc. (NASDAQ:PCVX) and Novavax Inc. (NASDAQ:NVAX) are moving in the after-hours session on Monday.

Moderna rose 0.17% toread more...

NVAX Stock Outruns Moderna As Vaxcyte’s Shot Clears A Late-Stage Test

Equity

Vaxcyte said earlier on Monday that its experimental pneumonia vaccine, VAX-31, met the main goals of a late-stage study in adults 50 and older.


PCVX Stock Hits Fresh 52-Week High On Late-Stage Win In Adult Pneumonia Vaccine Race: Jefferies Says It Hit ‘Blue-Sky’ Case

In the OPUS-1 study, Vaxcyte’s VAX-31 matched or beat immune responses from Pfizer’s Prevnar 20 and Merck’s Capvaxive on most strains those vaccines cover. 

Stocks making the biggest moves midday: Microsoft, SpaceX, Vaxcyte, Banco Bradesco, DraftKings & more

Here are some of the companies making headlines in midday trading...

RXO, Vaxcyte, PTC And Other Big Stocks Moving Higher On Monday

U.S. stocks mixed as Dow falls 250+ points; RXO surges 23% on $5.8B C.H. Robinson deal, while Vaxcyte and PTC post major gains.read more...

Vaxcyte Stock Hits New 52-Week High - Here's Why

Vaxcyte announced positive Phase 3 OPUS-1 trial results for its VAX-31 vaccine candidate, setting the stage for an FDA BLA filing.read more...

Vaxcyte’s VAX-31 Clears Major Phase 3 Hurdle

Vaxcyte (NASDAQ:PCVX) delivered the kind of pivotal clinical readout that can fundamentally reshape a biotech investment story: its 31-valent pneumococcal vaccine candidate, VAX-31, met all prespecified primary endpoints in the pivotal OPUS-1 Phase 3 trial.

Vaxcyte's VAX-31 Meets Key Phase 3 Goals Against Prevnar 20 And Capvaxive; Stock Up

(RTTNews) - Monay, Vacyte (PCVX) reported positive topline results from its pivotal Phase 3 OPUS-1 trial, with VAX-31 meeting all prespecificed primary endpoints in adults...

Vaxcyte, Inc. engages in the development of vaccines for infectious diseases. It focuses on conjugate vaccines and protein-based vaccines developed through the Sutro Biopharma's Xpress CF Platform, a cell-free protein synthesis technology. The company was founded by Grant E. Pickering and Jeff Fairman on November 27, 2013, and is headquartered in San Carlos, CA.

Vaxcyte Inc

Bearish Sentiment

<ul class="summary-bullets"><li>Moderna shares rose about 7% while BioNTech edged 1% higher.</li><li>Reports of a suspected plague outbreak in Russia also triggered vaccine sectorwide optimism.&nbsp;</li><li>Novavax relies on partnerships to sell its vaccines.</li></ul><p>Shares of Novavax Inc. (NVAX) jumped 20% on Monday, clocking its best session since January, as a rival’s strong trial result lifted vaccine stocks amid speculation about a plague outbreak in Russia.</p><p>Moderna shares rose about 7%, a move also tied to its pending addition to the Nasdaq-100, while BioNTech edged 1% higher after Vaxcyte announced positive trial results for its pneumonia vaccine. Separately, reports of a suspected plague outbreak in Russia also triggered sectorwide optimism.</p><h2 class="st-heading-2">PCVX’s Trial Sets The Tone</h2><p>Vaxcyte said earlier on Monday that its experimental pneumonia vaccine, VAX-31, met the main goals of a late-stage study in adults 50 and older.</p><p>The shot is designed to cover 31 strains of the bacteria that cause pneumococcal disease, which can lead to pneumonia, meningitis and bloodstream infections. In the study, immune responses were at least comparable to Pfizer’s Prevnar 20 and Merck’s Capvaxive on the strains those vaccines already cover, and stronger on three strains unique to VAX-31. Vaxcyte said the safety profile was consistent across the age groups tested.</p><p>Vaxcyte <a href="https://stocktwits.com/news-articles/markets/equity/pcvx-stock-hits-fresh-52-week-high-on-late-stage-win-in-adult-pneumonia-vaccine-race-jefferies-says-it-hit-blue-sky-case/cZDq3huRBjF">shares rose</a> 31% in regular trading and revived interest in vaccine makers.</p><h2 class="st-heading-2">Why Novavax Drew A Bid</h2><p>Novavax’s own story is about partnerships. In late August, the company said partners Sanofi and Takeda had won approval for an updated version of its protein-based COVID-19 vaccine, Nuvaxovid, in the United States, the European Union and Japan ahead of the 2026–2027 season. In the U.S., the shot is cleared for people 65 and older and for those 12 to 64 with a condition that raises the risk of severe illness.</p><p>Sanofi holds the commercial rights in most markets and is carrying the vaccine into the fall season in the United States, the United Kingdom, Germany and Canada. Novavax no longer sells it itself. It collects royalties on partner sales and is still due a $75 million manufacturing technology-transfer payment, which it has said it expects in the fourth quarter.</p><h2 class="st-heading-2">Plague Outbreak Concerns</h2><p>Over the weekend, reports circulated that a Russian lab worker has died from a possible case of pneumonic plague while working at the Research Anti-Plague Institute of Siberia. The reports are unconfirmed.</p><p>According to a report from Axios, President Trump said on Monday that the U.S. will help Russia in case of a pneumonic plague outbreak. Axios also reported that the White House is monitoring the outbreak. Novavax, however, has no plague vaccine.</p><h2 class="st-heading-2">How Did NVAX Retail Traders React?</h2><p>On Stocktwits, retail sentiment around <a class="mention" data-mention="$NVAX" data-symbol-id="NVAX" href="https://stocktwits.com/symbol/NVAX" target="_blank">NVAX stock</a> stayed within the bullish territory at the time of writing, while message volume rose from normal to high levels.</p><p>A Stocktwits user noted that NVAX rallied during the Covid-19 pandemic, suggesting a similar rally could follow a plague outbreak.</p><p><stembedurl>https://stocktwits.com/Johnmtnb2018/message/665794013</stembedurl></p><p>Another voiced optimism for more big pharmaceutical companies partnering with Novavax for its Matrix-M technology.</p><p><stembedurl>https://stocktwits.com/Flowdollas777/message/665793666</stembedurl></p><p>NVAX stock has gained 87% year-to-date.&nbsp;</p><p>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/lcid-stock-stays-flat-after-hours-on-q3-sales-dip-while-tsla-rivn-beat-estimates/cZDqXBjRBjs">LCID Stock Stays Flat After-Hours On Q3 Sales Dip While TSLA, RIVN Beat Estimates</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

Novavax continues to suffer from weak demand for its COVID-19 shots.

Vaxcyte said earlier on Monday that its experimental pneumonia vaccine, VAX-31, met the main goals of a late-stage study in adults 50 and older.

Moderna Inc

Novavax Inc

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