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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 Q3 earnings beat expectations, with traders highlighting rapid growth in its AI-computing business and Starlink. Bulls celebrated the results and ambitious growth outlook, while skeptics questioned the valuation and heavy infrastructure spending and noted the stocks muted reaction.

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 were broadly solid, but softer forward guidanceincluding a reduced advertising outlook and lower expected cash flowhas driven a sharp post-earnings selloff amid concerns about slowing growth. Traders are split between expecting further downside and viewing the drop as an overreaction to guidance despite the earnings beat.

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 quarterly update sharply raised its revenue outlook and projected higher gross margins, citing AI-platform demand. Traders largely welcomed the surprise as evidence of strong AI-server demand and a possible boost to the broader AI trade, while others questioned whether the gains would hold amid persistent concerns about management, execution, and volatile price action.

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 Nvidias export-compliant RTX PRO 5500 GPUs are fueling discussion, with traders pointing to strong demand but noting supply constraints and uncertainty over how much Nvidia can deliver. The stocks muted response has frustrated bulls, while others remain cautious amid broader concerns about AI spending, financing risks and recent weakness in chip stocks.

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 anticipate the 80th death event that triggers final analysis of its Phase 3 REGAL trial of GPS; the last disclosed count was 78, and the event has not been confirmed in the discussion. The CEOs next chapter remarks have also fueled speculative buyout talk, while others caution that the sharp price moves have occurred without new clinical results.

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 is drawing attention ahead of its Q3 earnings report, with traders weighing the recent rebound against concerns about margins and whether results or guidance can justify high expectations. Speculative SpaceX merger chatter adds to the discussion, while views remain split between a continued rally and a post-earnings pullback.

Intuitive Surgical, Inc. engages in the provision of robotic-assisted surgical solutions and invasive care through a comprehensive ecosystem of products and services. Its products include Da Vinci Surgical and Ion Endoluminal systems. The company was founded by Frederic H. Moll, John Gordon Freund, and Robert G. Younge in November 1995 and is headquartered in Sunnyvale, CA.

Intuitive Surgical Inc

ISRG is in focus after a strong Q3 earnings beat was met with a sharp selloff, as traders weighed a proposed antitrust settlement and a narrower full-year da Vinci procedure-growth outlook. Some see the reaction as excessive given continued business growth, while others view the outlook and settlement as reasons for caution.

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 volatile rebound after a sharp semiconductor selloff has drawn attention to JPMorgans upgrade to Neutral and the companys turnaround prospects. Bulls point to potential foundry wins and improving execution, while skeptics question the valuation and durability of the bounce; earnings are also in focus.

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 being swept up in a sharp selloff across AI infrastructure and neocloud stocks, as traders worry that heavy data-center spending, debt and financing costs may outpace returns; CoreWeaves debt concerns and Gartners warning about neocloud consolidation add to the pressure. Bulls argue Nebius has stronger finances and can benefit from sustained demand for AI compute, while bears question whether the buildout can be funded profitably; traders are also watching upcoming earnings and hyperscaler capex commentary.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

IWM is drawing attention after a small-cap rebound amid rotation away from tech, with traders pointing to easing yields and reports of a possible U.S.Iran deal that helped lift broader markets. The deal remains unconfirmed, and the community is split between seeing a relief rally and viewing the move as a fragile, headline-driven bounce.

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Should You Invest in the State Street SPDR S&P Kensho Final Frontiers ETF (ROKT)?

Beyond SpaceX: ETFs That Can Help to Tap the Growing Space Economy

As commercial applications in space multiply, investors may find opportunities that extend well beyond a potential SpaceX IPO. Here are some ETFs worth considering.

LUNR Stock Jumps On Winning NASA Lunar Imaging Contracts Worth $20M

Equity

LUNR announced it is now the prime contractor for operating NASA’s Lunar Reconnaissance Orbiter Camera (LROC).

Space ETFs Set for a Ride as Artemis II Goes Closest to the Moon

Artemis II's record-breaking mission boosts confidence in space plays, with ETFs like ARKX poised to benefit from the long-term industry growth trend.  

RDW Stock Rallies Today — What’s Its Role In NASA’s Artemis II Lunar Mission? 

The company announced that its cameras and sun sensor devices will be installed on the Orion spacecraft for the forthcoming Artemis II mission.


Space ETFs Draw Attention as Billions Flow Into Low Earth Orbit

Space economy gains traction as billions flow into LEO, boosting space ETFs amid rising satellite launches, along with expanding commercial and defense demand.

Is LUNR On Track To Become A Billion-Dollar Revenue Company This Year? Intuitive Machines Projects 4X Jump In The Metric

As of the end of February, the company maintained a substantial backlog of approximately $943 million, positioning it for continued revenue generation in upcoming lunar and near-space missions. 


LUNR Stock Falls 16% As $175M Dilution Deal Weighs On Shares – Retail Calls The Dip An ‘Overreaction’

The company said the equity investment from global institutional investors is expected to strengthen its position in higher-margin programs, including Golden Dome initiatives and NASA-related contracts.

Redwire Stock Surged 12% Pre-Market Today — What’s Fueling The Rally?

The award positions Redwire alongside other suppliers within a broad Missile Defense Agency program intended to accelerate the delivery of innovative capabilities to military end users.


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Neutral Sentiment

<ul class="summary-bullets"><li>Secured a $15.5M (3-year) cost-plus-fixed-fee contract for LROC.&nbsp;</li><li>$4.5M (3-year) contract for ShadowCam.&nbsp;</li><li>Seven out of nine analysts rate the stock ‘buy’, one rates ‘hold’ and one ‘sell’.</li></ul>Intuitive Machines Inc. (LUNR) share price gained 2% after-hours after the company secured two prime lunar reconnaissance contracts.from the National Aeronautics and Space Administration (NASA).The Houston-based company won two contracts. Under the $15.5 million cost-plus-fixed-fee three-year prime contract for LROC and the $4.5 million cost-plus-fixed-fee three-year prime contract for ShadowCam, Intuitive Machines is leading imaging operations, data storage and analysis, and mission support.&nbsp;The projects include imaging of the Moon’s Reiner Gamma region, a distinctive and enigmatic lunar swirl characterized by its localized magnetic anomalies and high-albedo markings. The detailed optical and topographic intelligence generated from these contracts is expected to play a critical role in terrain mapping, identifying safe landing sites, and mitigating environmental risks for upcoming commercial and civil lunar exploration initiatives.“Intuitive Machines continues to expand its role as a premier infrastructure provider for the cislunar domain,” said Steve Altemus, Chief Executive Officer of Intuitive Machines.The announcement builds on the company's legacy of lunar exploration, which includes its historic 2024 soft-landing of a Nova-C class lander on the Moon.<h2 class="st-heading-2">LUNR Contract Wins and Backlog Growth</h2>The company recently secured $428.9 million in new contracts, driven heavily by its national security and civil portfolios. Key wins include a massive tracking layer contract for the U.S. Space Development Agency’s Proliferated Warfighter Space Architecture Tranche 3, alongside a $180.4 million Commercial Lunar Payload Services (CLPS) task order from NASA. The NASA contract represents the company’s fifth CLPS award, the most granted to any vendor, and will utilize Intuitive Machines' larger, cargo-class Nova-D lunar lander.Furthermore, the company recently contracted with the U.S. Space Force under the Andromeda IDIQ program.Intuitive Machines closed out the first quarter with a record contracted backlog of $1.1 billion, an $842 million increase from the end of 2025. Management estimates that 60% to 65% of this backlog will convert into recognized revenue before the end of the year.<h2 class="st-heading-2">LUNR Q1 Financial Performance</h2>For the three months ended March 31, the company generated record revenue of $186.7 million, approximately tripling the $62.5 million reported during the same period the prior year.&nbsp;The top-line surge was primarily fueled by the company's continuous execution of recent contract wins, combined with support from its $800 million acquisition of Lanteris Space Systems, which closed in January.However, the company posted a loss of $0.25 per share, compared to analyst expectations of a loss of $0.06.&nbsp;<h2 class="st-heading-2">LUNR Retail View</h2>Retail sentiment on Stocktwits was ‘extremely bullish’ with ‘extremely high’ message volumes.&nbsp;One user showed bullishness by saying the company might bag one order each week for the next decade.&nbsp;<stembedurl>https://stocktwits.com/Thinking101/message/653750461</stembedurl>Another user suggested deleting the stop loss for the stock.<stembedurl>https://stocktwits.com/hedgefundhabibi/message/653750094</stembedurl>The stock has soared 178% over the past 12 months.Read More: <a href="https://stocktwits.com/news-articles/markets/equity/s-and-p-500-nasdaq-ends-lower-as-ai-gameplay-loses-steam-dow-inches-higher-nvda-dell-nee-uber-stx-in-focus/cZXrwHERemt">S&amp;P 500, Nasdaq Ends Lower As AI Gameplay Loses Steam, Dow Inches Higher — NVDA, DELL, NEE, UBER, STX In Focus</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Nova-C lunar lander is shown at Intuitive Machines on Monday, Oct. 2, 2023, in Houston. (Brett Coomer/Houston Chronicle via Getty Images)

Intuitive Machines Inc. (LUNR) share price gained 2% after-hours after the company secured two prime lunar reconnaissance contracts.from the National Aeronautics and Space Administration (NASA).

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