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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 quarterly earnings beat, first reported profit, and rapid growth in AI-compute revenue are driving attention, with traders also focused on ambitious revenue outlook claims. Many celebrated the results and AI-infrastructure demand, while skeptics questioned the valuation and heavy capital spending and some traders said the share-price reaction was muted.

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 raised revenue and gross-margin expectations on stronger AI-platform demand, is driving attention. Many traders welcomed the outlook and anticipated a short squeeze, while skeptics questioned the companys credibility and whether the sharp rally could hold.

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 a reduced advertising revenue outlook intensified concerns about slowing growth, prompting a selloff. Traders largely focused on the weak outlook and competition, while some dip buyers argued the reaction was overdone given the companys profitability and earnings beat.

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 quarterly earnings are drawing attention, with traders debating whether margins and guidance can justify the run-up or trigger a sell-the-news reaction; robotaxi and AI plans are also in focus. Musks confirmation that special committees will evaluate a possible SpaceX merger has added speculation, though traders disagree on its likelihood and whether it would benefit Tesla shareholders.

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 volatile AI-neocloud selloff, with traders linking weakness to financing and heavy data-center spending concernsespecially CoreWeaves debt risksand noting NBIS often moves with the sector. Bulls argue AI-compute demand remains strong and view the pullback as an opportunity, while others are cautious ahead of Nebius earnings and signals on hyperscaler spending.

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 ByteDance, Alibaba and Tencent for export-compliant Nvidia GPUs drew attention, though traders noted that supply may limit deliveries and the shares showed little response. The community remains divided, weighing evidence of strong AI-chip demand against concerns about AI spending, financing risks and recent weakness across semiconductor stocks.

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 JPMorgan upgrade and reported foundry-customer developments are fueling discussion, alongside the AMD collaboration on AI software; traders are divided between optimism about a turnaround and skepticism after the sharp selloff, with earnings approaching.

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 drawing attention amid a sharp selloff in AI/neocloud stocks and investor concerns about financing, despite co-CEO Daniel Roberts saying its data centers carry no debt and customer prepayments help fund GPU costs. Traders are split between expecting an oversold bounce and anticipating further declines, with many frustrated that IREN has lagged peers.

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

Anticipation of the 80th death event that triggers final analysis of SELLASs Phase 3 REGAL trial is driving discussion, with traders treating the milestone and eventual results as potential catalysts. A recent rally has also fueled buyout speculation around the CEOs next chapter remarks, while others caution that no event update or deal has been confirmed and the stock has moved sharply without new company news.

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, reinforced by HSBCs bearish assessment of CoreWeaves returns and AI-demand risks, are driving the discussion. Traders are split between expecting further weakness and viewing the sharp rebound as a potential short squeeze, while reports of another GPU price increase give bulls a counterpoint on demand and pricing power.

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Is Invesco Leisure and Entertainment ETF (PEJ) a Strong ETF Right Now?

AMC Stock Eyes Second Green Week: CEO Adam Aron Calls Robinhood's Stock Tokenization ‘Fake, Synthetic’ Ahead Of Earnings — ‘Could Impact Our Capital Structure’

Equity

AMC CEO Adam Aron criticized Robinhood’s stock token plans, warning they could weaken shareholder rights. 


DAL Stock Edges Up Premarket: CEO Says 'We've Been Around Starlink For A Lot Of Years' Amid Elon Musk's Feud 

Delta CEO Ed Bastian discussed past Starlink talks, while fuel costs forced earnings forecast cuts. 

ABNB Stock Eyes Snapping 4-Week Losing Streak: KeyBanc Upgrades Airbnb On Hotel Growth, Valuation

KeyBanc upgrades the stock, citing durable core growth, rising hotel bookings, and an attractive valuation.


Forget Inflation: Funflation Is Here and These ETFs Are Riding on It 

ETFs like AWAY are riding on "funflation" as consumers keep spending on hobbies, travel, music and leisure despite higher prices.

ABNB Stock Ticks Higher Overnight: Analyst Sees 'Overhang’ Lifting On Airbnb’s New Growth Businesses 

Analysts across Wall Street are making bullish bets on Airbnb, citing AI, Experiences, and new businesses. 

ETFs to Gain as Trump Waives Off Tariffs on Beef Imports Temporarily

Trump's 90-day beef tariff waiver could lower costs for fast-food chains and meat distributors, benefiting ETFs with exposure to these companies.

Should You Invest in the Invesco Leisure and Entertainment ETF (PEJ)?

Invesco Exchange-Traded Fund Trust - Invesco Leisure and Entertainment ETF

Neutral Sentiment

<ul class="summary-bullets"><li>AMC CEO Adam Aron condemned Robinhood for creating digital tokens linked to AMC shares without permission.&nbsp;</li><li>He warned the tokens could affect AMC’s ownership structure and said the company should control its shares.</li><li>Robinhood’s CEO Vlad Tenev has been defending the broker’s plan to issue ‘stock tokens’.</li></ul>AMC Entertainment Holdings Inc. (CEO) stock is headed for a second week of gains, and CEO Adam Aron has fired up his public feud with Robinhood Markets Inc. (HOOD) executives Vlad Tenev and Dan Gallagher, fiercely rejecting the retail broker's offshore stock tokenization plans, ahead of third-quarter (Q3) earnings.&nbsp;<a href="https://stocktwits.com/symbol/AMC">AMC Entertainment stock</a> edged 0.3% lower overnight, ahead of Friday. The stock has gained 1.3% so far this week.&nbsp;<h2 class="st-heading-2">AMC CEO Slams Robinhood Over Stock Tokenization&nbsp;</h2>On Thursday, Aron took to X to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/CEOAdam/status/2110859690628481260">launch</a> a blistering broadside against Robinhood, directly confronting its CEO Vlad Tenev and chief legal officer, Dan Gallagher, over the broker’s stock tokenization initiatives.&nbsp;Aron is concerned that Robinhood is creating digital tokens linked to AMC shares without the company’s permission. He called them “fake, synthetic shares” and warned that they could affect AMC’s ownership structure and control over its shares.&nbsp;“AMC Entertainment does not consent to Robinhood creating Stock Tokens to replicate AMC shares in the United States (the SEC requires you to get our consent, or failing that, at least with us to stand down). They are fake, synthetic shares, which could impact our capital structure.”“AMC should control our financial destiny, not Robinhood.”Robinhood’s stock tokenization program lets international investors trade digital tokens linked to U.S. stocks and ETFs around the clock. The tokens track stock prices but do not give holders direct ownership or voting rights. AMC argues that creating tokens linked to its shares without permission could affect its ownership structure and control.&nbsp;<h2 class="st-heading-2">AMC And Robinhood Clash Over Shareholder Rights&nbsp;</h2>Last month, Johann Kerbrat, Senior Vice President and General Manager of Crypto and International at Robinhood,&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/robinhood-ceo-promises-voting-rights-share-redemptions-for-stock-tokens-amid-tokenization-backlash/cZtVMVnRBTf">said</a> the platform plans to add a feature that lets eligible stock token holders exchange their tokens for actual shares and gain voting rights.&nbsp;AMC CEO Adam Aron has opposed the initiative, stating that token holders could gain exposure to stock prices without receiving full shareholder rights. Robinhood CEO Vlad Tenev has defended the program, saying companies should control shareholder rights but not every legal use of their shares.The confrontation comes ahead of AMC Entertainment’s expected Q3 earnings next month. According to Fiscal.ai data, analysts project $1.4 billion in revenue and a $0.16 per-share loss.&nbsp;Last month, Citi raised its price target for AMC Entertainment to $2.20 from $1.80 but maintained a ‘Sell’ rating. The analyst said AMC’s revenue so far this quarter reached $1.33 billion, beating expectations as more people visited its theaters. However, Citi remains concerned about AMC’s high debt and long-term challenges facing the movie theater industry.&nbsp;<h2 class="st-heading-2">AMC Stock: Retail View&nbsp;</h2>On Stocktwits, retail sentiment around both AMC and HOOD stocks remained ‘bearish’.A user&nbsp;<a href="https://stocktwits.com/ELON_DOGE69/message/666662102">said</a>, “Why didn’t he lawyer up back in 2021 when<a href="https://stocktwits.com/symbol/HOOD">&nbsp;$HOOD</a> did unethical thing by blocking the “buy button”? Why is he worried now? Why a 360 turn after 5 years? Did his friends load enough shares, and is this ready for the squeeze?”AMC stock has surged 93% year-to-date, while HOOD stock has dropped 8%.&nbsp;Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-crwv-open-sofi-stocks-tumble-to-52-week-lows-today/cZx0pboRBrM">Why Did CRWV, OPEN, SOFI Stocks Tumble To 52-Week Lows Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Adam Aron, Chairman & CEO, AMC Entertainment attends the 49th AFI Life Achievement Award: A Tribute To Nicole Kidman at Dolby Theatre on April 27, 2024 in Los Angeles, California. (Photo by Michael Kovac/Getty Images for AFI)

AMC Entertainment Holdings Inc. (CEO) stock is headed for a second week of gains, and CEO Adam Aron has fired up his public feud with Robinhood Markets Inc. (HOOD) executives Vlad Tenev and Dan Gallagher, fiercely rejecting the retail broker's offshore st

AMC Entertainment Holdings

Robinhood Markets Inc

Invesco Dynamic Leisure and Entertainment ETF

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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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