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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 report, led by rapid growth in SpaceXs AI compute business and its first profit since its IPO, is driving attention; traders are largely bullish, while some question the valuation and heavy capital spending and flag upcoming share unlocks as a risk.

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 raised its revenue and gross-margin outlook well above prior guidance, citing stronger AI-platform demand, and sparked a sharp after-hours rally. Many traders view the update as evidence of robust AI-server demand and see the shares as undervalued, while others question whether the gains will hold given past execution concerns and the stocks volatility.

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 earnings beat was overshadowed by softer fourth-quarter guidance, slowing revenue growth and a reduced advertising outlook, prompting a sharp selloff. Traders are debating whether the drop reflects worsening growth prospects or an overreaction to the outlook, with some pointing to continued profitability as a reason to buy the dip.

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 speculation and bullish reactions; traders also question whether a deal will happen and whether Teslas earnings can support the stocks strength. The merger discussions remain preliminary, with no agreement or certainty of a transaction.

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 being swept up in a sharp memory-chip and Korean-market selloff, with traders citing KOSPI weakness, foreign selling, and fears about Chinese competition and the durability of the AI-driven memory cycle. Bulls argue the decline is excessive given strong memory demand and low valuations, while bears see further downside risk from cyclical and oversupply concerns.

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.

Myriads agreement to sell its prenatal-testing business to Labcorp for cash is driving a sharp rally, with bullish traders viewing the proceeds as balance-sheet support and funding for oncology testing. Others question the deal, arguing that shedding a revenue-generating unit could leave a weaker business and persistent debt and execution concerns.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy is in focus ahead of its Q3 report, as traders debate whether AI and data-center power demand can support its elevated valuation after a sharp, volatile pullback. Bulls expect results and guidance to validate the growth story, while skeptics point to stretched expectations and broader AI-market pressure as risks.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

The FDAs acceptance of REZZAYOs supplemental application for Priority Review is drawing attention, with traders focused on a possible expansion into invasive-fungal-disease prevention and the pending FDA decision. Optimism about that opportunity is tempered by concerns over DefenCath reimbursement and adoption, management execution, and the stocks muted response to positive developments.

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 Phase 2 RAP-219 trial in acute bipolar mania met its primary and secondary endpoints, drawing attention to the drugs potential beyond epilepsy. Traders are divided: bulls view the results as validation of the pipeline, while skeptics point to the modest placebo-adjusted benefit and higher agitation-related side effects and discontinuations as reasons the initial enthusiasm faded.

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 graphics cards are drawing attention amid U.S. restrictions on more advanced chips. Traders see the orders as evidence of continued Chinese demand, but some are frustrated that the shares have shown little response and question how much Nvidia can deliver given reported supply constraints.

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The Zacks Analyst Blog Highlights FANUY, ABBNY, KYCCF, NVDA, ISRG, ILMN, NOVT, BOTZ, ROBO, ROBT and IBOT

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

Equity

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


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SOUN Stock Hits 2-Month High, Rallying Toward Biggest Gain in 3 Months Despite Analyst Target Cuts

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Wedbush raised Innodata’s price target to $120. 


Intel-Backed Mobileye Faces Fresh Analyst Skepticism Over Robotaxi Ambitions – But Retail Remains Bullish

Jefferies initiated coverage with an “Underperform” rating and set a $8 price target. 


Intel Comeback Shows Need for Fair Valuation: ETFs in Focus 

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Mobileye Shares Tanks Nearly 7% — What Does The Street Think About The Stock?

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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.

Global X Funds Global X Robotics & Artificial Intelligence ETF

UiPath Inc

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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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Current Price	$57.31
Prev Close	$56.80
Open	$56.65
Dividend Yield	N/A
50-Day Moving Average	$59.02
Beta	N/A
Avg. Volume	37,114.91
PE Ratio	N/A

52-Week High	$61.72
52-Week Low	$44.01
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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