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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.

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.

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.

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 viewing the proceeds as a way to strengthen the balance sheet and fund its cancer-testing business. The reaction is divided: bulls welcome the cash and strategic focus, while skeptics worry that divesting a revenue-generating unit leaves the remaining business with lower revenue and unresolved debt and execution risks.

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-infrastructure and neocloud stocks, with traders focused on funding risks and whether the company can deliver its planned AI capacity. Co-CEO Daniel Roberts comments that the data centers were funded with cash and carry no debt reassured some investors, while others remain concerned about the sectors financing outlook, execution, and IRENs relative weakness.

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.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerrys QNX royalty backlog reaching a record level after strong growth is driving attention, with traders linking the update to demand for automotive and embedded software, including Alloy Kore. Bulls see it as evidence of future growth, while skeptics stress that estimated backlog is not the same as near-term recognized revenue and question when it will translate into results.

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NCLH Stock Heads For Fifth Weekly Loss: Norwegian Cruise Line Says Demand Recovery May Not Arrive Until Late 2027

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Despite beating Q2 estimates, the company expects near-term challenges before a gradual demand recovery.


CCL Stock Gains Premarket: Wall Street Stays Bullish On Carnival’s Cruise Demand Despite Europe Headwinds 

Analysts offered mixed price target changes after Carnival’s second-quarter results, but remained positive on long-term demand. 


This Consumer ETF Dropped 13% From Its January Highs -- A Look At How Industry Dynamics Changed Since The Iran War

The Invesco S&P 500 Consumer Discretionary ETF has now dropped for six consecutive sessions and was down for the fourth straight week.

Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Consumer Discretionary ETF

Neutral Sentiment

<ul class="summary-bullets"><li>The company expects 2026 adjusted EPS of about $1.50 and a 5% net yield decline.&nbsp;</li><li>CFO Mark Kempa said Norwegian Cruise Line’s turnaround efforts remain in early stages, with weak bookings pressuring near-term results.&nbsp;</li><li>The company expects Q3 yield declines and anticipates demand improving gradually, especially in the second half of 2027.&nbsp;</li></ul><p>Norwegian Cruise Line Holdings (NCLH) stock is on track for a fifth consecutive weekly decline after the cruise operator warned that weak booking trends and softer demand will continue weighing on results into 2027.&nbsp;</p><h2 class="st-heading-2">Norwegian Cruise Line Q2 Financial Performance&nbsp;</h2><p>Norwegian Cruise Line posted fiscal second-quarter (Q2) revenue of $2.6 billion, up 4.9% year-on-year, with adjusted earnings of $0.48 per share, both surpassing the analysts' consensus estimates of $2.6 billion and $0.39 per share, respectively, according to Fiscal AI data.&nbsp;</p><p>Norwegian Cruise Line expects to earn about $1.50 per share in 2026. The company also expects revenue per cruise passenger to fall around 5% from 2025 levels due to weaker bookings and new growth efforts taking longer to deliver results.&nbsp;</p><p><a href="https://stocktwits.com/symbol/NCLH">Norwegian Cruise Line stock</a> traded over 1% overnight after a 9% slump in the regular session, its worst single-day drop in four months.&nbsp;</p><h2 class="st-heading-2">NCLH Projects Gradual Booking Improvement In Second Half Of 2027&nbsp;</h2><p>During the company's Q2 earnings call, CFO Mark Kempa said current performance reflects the early stages of a broader turnaround, with several initiatives still requiring time before producing meaningful financial improvements. Kempa said the second half of the year continues to face headwinds because bookings have not reached targeted levels.</p><p>“Looking at net yields in the third quarter, we expect a decline of approximately 8.9% with load factor of 104%. This reflects demand pressure across the portfolio with the most pronounced impact on our European sailings, which represent approximately 39% of our deployment in the quarter. This is particularly relevant as approximately 2/3 of our guests on these sailings are sourced from North America, where elevated airfare and broader macro conditions have put some pressure on demand.”&nbsp;</p><p>Looking ahead to 2027, Kempa said the company expects weak demand to continue in the first half, especially during the first quarter. However, improvements in marketing, customer outreach, and pricing strategies could help bookings recover gradually in the second half of the year.</p><h2 class="st-heading-2">What Are NCLH Retail Traders Saying&nbsp;</h2><p>On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory. The stock recorded a 245% increase in message volume over the past week.&nbsp;</p><p>A user&nbsp;<a href="https://stocktwits.com/wenmoon_stonks/message/660504478">said</a>, “Let's not forget there were insider buys not far from this level. Lowered guidance does stink, but I think they're looking to under promise then over deliver. Just my thoughts.”&nbsp;</p><p>Another user&nbsp;<a href="https://stocktwits.com/Ryandaddy1996/message/660502308">said</a>, “My takeaway is that nothing is unexpected. We know that this year will suck and the recovery year will be 2027. They admitted that their booking curve is mostly their fault not Macro, so it is an improvement. I am glad they are implementing new pricing strategies.”</p><p>NCLH stock has slumped 16% year-to-date.&nbsp;</p><p>Also See:&nbsp;<a href="https://stocktwits.com/news-articles/default/equity/bbai-stock-looks-to-snap-3-weeks-of-loss-on-q2-contract-strength-but-retail-traders-say-it-s-time-to-show-profits/cZNEzyuRJ2o">BBAI Stock Looks To Snap 3 Weeks Of Loss On Q2 Contract Strength, But Retail Traders Say It’s Time To Show Profits</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

The analyst pointed to Norwegian’s strategic shift and pricing opportunity that isn’t expected to be offset by rising costs. 

Despite beating Q2 estimates, the company expects near-term challenges before a gradual demand recovery.

Norwegian Cruise Line Holdings Ltd

Invesco S&P 500 Equal Weight Consumer Discretionary ETF

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