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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.

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.

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. 

Traders attributed NBISs rebound to strong SpaceX results and commentary they saw as evidence of continued demand for AI compute, lifting the broader neocloud group. The optimism is tempered by concerns over debt, funding needs and AI infrastructure spending, with traders divided on whether the bounce can hold.

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.

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 is drawing attention as traders await the 80th-death trigger for final analysis of its Phase 3 REGAL AML trial; the last disclosed count was 78, and no results announcement is confirmed. A sharp share-price rebound has fueled speculation about favorable data and a potential buyout, while some traders say the move lacks a confirmed company catalyst and stress that the trial outcome remains uncertain.

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.

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Why Is PATH Stock Tumbling Over 7% In Overnight Trading?

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Strong results and higher guidance failed to offset valuation concerns and profit-taking after PATH’s historic August rally.


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First Trust Exchange-Traded Fund VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Revenue climbed 13% to $410.3 million, beating estimates.</li><li>Gross margin narrowed to 80% from 82% a year earlier.</li><li>Retail traders remained largely bullish despite the selloff, with message volume jumping more than 800% and attention turning to UiPath’s Sept. 22 Investor Day.</li></ul>UiPath, Inc.’s shares fell over 7% in overnight trading late Thursday after a volatile run despite the company reporting strong second-quarter results, with traders pointing to its sharp rally over the past month and narrowing margins as possible reasons behind the reaction.UiPath revenue rose 13% to $410.26 million, beating analysts’ expectations of $397.8 million, while adjusted earnings were in line with targets at $0.15 per share.The AI automation company even raised its revenue forecast for the current fiscal year, which ends in January 2028. It now expects a topline in the range of $1.789 billion to $1.794 billion, up from prior guidance of $1.776 billion to $1.781 billion. UiPath’s third-quarter revenue forecast of $440 million-$445 million also came in higher than expectations of $441.17 million.However, the company’s Q2 gross margins came in at 80%, dipping from 82% in the corresponding year-ago quarter.<a href="https://stocktwits.com/symbol/PATH">PATH stock</a> has been riding a sharp upward momentum in recent months, surging more than 46% in August alone to mark its best monthly performance on record.Meanwhile, short interest in PATH stock has risen sharply, from under 9% at the start of the year to 21.8% as of Wednesday, according to Koyfin.Just before the results, Needham raised its price target on PATH stock to $22 from $15, and kept its ‘Buy’ rating, while UBS raised its target to $19 from $12.Needham analysts had said UiPath’s strengthening fundamentals and strong free cash flow growth were positives and its valuation – 13x enterprise value to estimated free cash flow – made the stock compelling at current levels.<h2 class="st-heading-2">UiPath: Management Changes</h2>The AI automation company reshuffled its leadership, with Ashim Gupta continuing as chief operating officer after stepping down as CFO, Hitesh Ramani promoted to CFO, Brad Brubaker elevated to chief legal and administrative officer, and Kaiser Permanente executive Yazdi Bagli appointed to its board.&nbsp;<h2 class="st-heading-2">Retail View On PATH</h2>PATH was among the top five trending tickers on Stocktwits at the time of writing, with retail sentiment shifting to ‘extremely bullish’ from ‘bullish.’ The stock's 24-hour message volume rose over 800%.While some traders viewed the dip as a strategic buying opportunity driven by institutional manipulation, others remain skeptical, citing valuation worries and a lack of clear momentum in agentic AI products.“$PATH Earning is good but option players caused the stock price to drop. Institutions that created options&nbsp; caused the price to go down because of too many calls. After it expires, it will go back up,”&nbsp;<a href="https://stocktwits.com/GangsterX/message/663597910">said</a> a trader.Another trader&nbsp;<a href="https://stocktwits.com/Dazza933/message/663595229">wrote</a>: “$PATH I remain bullish. Good quarter results and in the right direction. Fundamentals are strong. I want ARR higher; that’s needed. Investor day will help on September 22. I think we will break $20 by the end of the month.”Year to date, PATH stock has gained 11%, reflecting market-wide concerns that AI would hurt uptake of niche software.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The UiPath logo is seen displayed on a smartphone screen next to a keyboard. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Strong results and higher guidance failed to offset valuation concerns and profit-taking after PATH’s historic August rally.

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UiPath Inc

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