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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 report and ambitious AI-compute expansion outlook are fueling bullish interest, while traders debate the spending plans, valuation, and potential Tesla merger. The large share unlock and profit-taking are tempering enthusiasm, with some traders viewing the added supply as a risk to the post-earnings rally.

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia, and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Lam Research Corp.

Lam Research is drawing attention ahead of its earnings report after a prolonged selloff, with traders focused on whether results and guidance can support AI- and memory-related equipment demand. The community is split between dip-buyers anticipating a rebound and cautious traders citing continued downside risk and expensive short-dated options.

Strive, Inc. engages in the provision of an asset management Bitcoin treasury. It is focused on maximizing value for shareholders, accumulating bitcoin and outperforming bitcoin over the long run. The company was founded by Arshia Sarkhani, Jackson Fairbanks, Arman Sarkhani, and Kyle Fairbanks on March 9, 2022 and is headquartered in Dallas, TX.

Strive Inc. - Ordinary Shares - Class A

Strive Inc.

Strives Bitcoin-treasury expansion is driving attention, with traders focused on proceeds from its SATS preferred offering and reported Bitcoin purchases. Bulls welcome the larger treasury and rally, while skeptics warn that preferred dividends and continued share issuance could weigh on common shareholders.

Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company was founded on June 3, 2024 is headquartered in New York, NY.

Skydance Corp. - Ordinary Shares - Class B

Skydances distribution of roughly 471 million long-dated warrants has dominated discussion, with the ex-warrant price reset and broker handling fueling confusion and sharp volatility. Some traders view the warrants as offsetting the share-price decline, while others worry about dilution and the heavy debt from the Warner Bros. Discovery deal.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JD is selling off alongside other Chinese internet stocks as weakness in Hong Kong tech weighs on the sector. Traders are debating whether the unusually heavy volume signals further selling or a potential rebound from support; speculation about a news leak remains unconfirmed.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricor is drawing attention ahead of an FDA decision on deramiocel for Duchenne muscular dystrophy, particularly the narrowed application focused on upper-limb function and the HOPE-3 data. Traders are divided: some see a path to approval, while others cite the prior advisory committee vote and disputed statistical analyses as risks; the uncertainty is fueling volatile trading and speculation about short-selling pressure.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Metas quarterly earnings are the dominant focus, with traders watching AI spending guidance and whether the Muse rollout can show traction and justify the investment. Views are split: bulls expect AI momentum to support growth, while bears worry that rising capex, weaker cash flow and a New Mexico privacy ruling could weigh on the stock.

United Airlines Holdings, Inc. is a holding company, which engages in the provision of transportation services. It operates through the following geographical segments: Domestic, Atlantic, Pacific, and Latin America. The company was founded on December 30, 1968 and is headquartered in Chicago, IL.

United Airlines Holdings Inc

UAL is drawing attention after a sharp rebound despite a slight quarterly earnings miss and weaker profit guidance, with higher fuel costs pressuring margins. Traders are debating whether strong revenue and travel demandand the view that bad news was already priced inexplain the rally, while bears argue the fuel outlook warrants a lower share price.

Six Flags Entertainment Corp. engages in operating amusement parks in North America. It operates amusement parks, water parks, and resorts. The company is headquartered in Charlotte, NC.

Six Flags Entertainment Corp.

Six Flags Entertainment Corp

Fresh analyst price-target cuts are adding pressure as traders weigh the fallout from a fatal ride incident and continuing safety concerns, including a reported coaster component failure, against Six Flags heavy debt burden. Bears warn of further losses and bankruptcy risk, while some investors argue the shares are undervalued and point to high short interest as a possible source of volatility.

Icahn Enterprises LP is a holding company. It operates through the following segments: Investment, Automotive, Energy, Food Packaging, Real Estate, Home Fashion, Pharma, and Holding Company. The Investment segment consists of various private investment funds. The Automotive segment holds ownership in Icahn Automotive Group, LLC. The Energy segment refers to petroleum refining and marketing businesses. The Food Packaging segment involves the production and sale of cellulosic, fibrous, and plastic casings for the processed meat and poultry industry. The Real Estate segment offers rental real estate, property development, and resort activities. The Home Fashion segment deals with manufacturing, sourcing, marketing, distributing, and selling home fashion consumer products. The Pharma segments operate through Vivus, Inc., a specialized pharmaceutical company. The Holding Company segment manages acquisition and investment in operating businesses. The company was founded on February 17, 1987 and is headquartered in Sunny Isles Beach, FL.

Icahn Enterprises L P - Unit

Icahn Enterprises, L.P.

IEPs upcoming earnings are the focus, with some traders expecting support from the Pep Boys sale and Icahn Enterprises stake in CVR Energy, while others worry about hedging losses, debt maturities, and whether the distribution is sustainable. The selloff despite strength in CVR Energy has fueled frustration over managements limited communication and speculation about a short squeeze.

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HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

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Why Serve Robotics Stock Plunged This Week

Key PointsAnalysts' estimates cut projecting deeper losses through 2027, and a new equity registration pushed Serve Robotics down 19.8% this week...

Dan Ives Thinks AI Buildout Still In Early Stages, With NVDA, MSFT, PLTR, AAPL And CRWD As Top AI Picks 

Equity

Veteran tech analyst Dan Ives predicts a $4 trillion artificial intelligence spending boom is just beginning, naming Nvidia, Microsoft, Palantir, Apple, and CrowdStrike among his top equity picks.

SERV Cuts 2026 Revenue Outlook: Can Cost Discipline Limit the Impact?

Serve Robotics cuts 2026 spending after lowering revenue guidance, but stronger utilization and monetization remain key to improving its financial model.

Serve Robotics vs. Symbotic: Which Robotics Stock Has the Edge Now?

SERV and SYM show contrasting robotics growth paths, with differing backlogs, revenue trends, profitability and execution risks.

Serve Robotics Targets a $450B Market: How Big Is Its Growth Runway?

SERV targets a $450B delivery market by 2030, but growth hinges on higher utilization, broader demand and better unit economics.

Can Serve Robotics' Beacon Overcome Restaurant Integration Barriers?

Can Beacon help SERV break restaurant integration barriers and unlock more delivery orders as it expands direct merchant access?

Can SERV's Revenue Diversification Offset Weaker Uber Deliveries?

SERV targets $9-$10M in 2026 revenues, as DoorDash growth, advertising and hospital contracts test diversification beyond weaker Uber deliveries.

Serve Robotics Stock Slides 55% YTD: Should You Buy the Dip or Wait?

SERV faces near-term pressure from weaker revenues and Uber uncertainty, but hospital wins, autonomy gains and new use cases offer growth avenues.

Can Serve Robotics' $240M Liquidity Cushion Fund Its Robot Ambitions?

SERV has $240.4 million in liquidity, but heavy cash burn and lower revenue guidance raise questions about funding scalable growth.

Serve Robotics vs. Symbotic: Which Robotics Stock Is More Compelling?

SERV and SYM are taking different paths in robotics and automation, but which stock offers the more compelling investment case for investors now?

Serve Robotics, Inc. engages in providing self-driving delivery. It designs, develops, and operates zero-emissions robots that serve people in public spaces, starting with food delivery. The company was founded by Ali Kashani, Dmitry Demeshchuk and MJ Burk Chun in 2017 and is headquartered in Redwood City, CA.

Serve Robotics Inc

Bearish Sentiment

<ul class="summary-bullets"><li>The AI expansion is moving beyond major cloud providers into enterprise, sovereign AI programs, and specialized infrastructure, entering what Ives describes as the "third inning" of growth.&nbsp;</li><li>The rapid expansion of autonomous "agentic AI" is accelerating security risks, which is expected to double corporate cybersecurity budget allocations.</li><li>Investment focus centers on key hardware and software leaders like Nvidia, Microsoft, Palantir, Apple, and CrowdStrike, alongside emerging specialized tech firms with significant upside potential.&nbsp;</li></ul><p>The global shift toward artificial intelligence is still in its infancy, and market investors continue to underestimate the magnitude of an impending multi-trillion-dollar expenditure cycle, tech industry analyst Dan Ives told CNBC.</p><p>Initiating coverage across nearly 50 technology firms, Ives outlined an extremely optimistic outlook for the sector. Ives emphasized that despite geopolitical tensions, macroeconomic headwinds, and ongoing regulatory debates, the market is misjudging the scale of an incoming $4 trillion spending wave.</p><p>"We believe this is the 3rd inning of a 9-inning game, and the scale of what is now committed is the evidence," Ives said in an interview with CNBC, noting that secondary and tertiary market opportunities from AI adoption are only beginning to unfold across the corporate landscape.</p><h2 class="st-heading-2"><strong>Core Infrastructure Leaders</strong></h2><p>Ives identified chipmaker Nvidia (NVDA) and Microsoft (MSFT) as primary infrastructure beneficiaries. He assigned an "outperform" rating and a $300 price target to Nvidia—implying 25% upside—noting that chip demand is rapidly expanding beyond traditional hyperscalers into sovereign AI initiatives, enterprise networks, and specialized cloud developers.</p><p>Microsoft received a $615 price target, a 16% gain from Tuesday's closing price. Ives pointed to the firm's expanding commercial remaining performance obligations—which reached $678 billion—as proof of broadening enterprise adoption outside of foundational frontier-model developers.</p><h2 class="st-heading-2"><strong>Cybersecurity Demand</strong>&nbsp;</h2><p>Ives noted that AI systems expand security vulnerabilities faster than existing corporate IT budgets can address. Consequently, cybersecurity expenditures are projected to double, climbing from approximately 5% of overall enterprise IT spending to 10% within the next three years.</p><p>As frontier labs push deeper into security architecture, cybersecurity companies are entering a prolonged growth cycle. Within this segment, Ives highlighted Palantir Technologies (PLTR) with a $250 price target (30% upside) and CrowdStrike (CRWD) with a $335 price target (20% upside).</p><h2 class="st-heading-2"><strong>Emerging Growth Opportunities</strong></h2><p>Beyond mega-cap technology stalwarts and Apple, Ives spotlights smaller, specialized players positioned for significant potential gains.</p><p>Cloud hardware vendor Boost Run (BRUN) received a $24 price target, representing an estimated 58% upside following strong quarterly results that show it is converting contract backlogs into top-line scale. Additionally, sidewalk robotics firm Serve Robotics (SERV) was given an $8 target (67% upside), with Ives identifying the company as an early frontrunner in autonomous last-mile delivery services.</p><h2 class="st-heading-2"><strong>NVDA, MSFT, CRWD Stock: Retail View&nbsp;</strong></h2><p>Retail sentiment on Stocktwits was ‘neutral’ with ‘normal’ message volumes across all three stocks.&nbsp;</p><p><a class="mention" data-mention="$NVDA" data-symbol-id="NVDA" href="https://stocktwits.com/symbol/NVDA" target="_blank">NVDA stock</a> has gained 26%, MSFT has risen 9%, and CRWD stock has added 124% year-to-date.&nbsp;</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

Tech analyst Dan Ives at Fan Event at World Flagship Space Seoul.

The global shift toward artificial intelligence is still in its infancy, and market investors continue to underestimate the magnitude of an impending multi-trillion-dollar expenditure cycle, tech industry analyst Dan Ives told CNBC.

Dan Ives Thinks AI Buildout Still In Early Stages, With NVDA, MSFT, PLTR, AAPL And CRWD As Top AI Picks

Apple Inc

Boost Run Inc.

Crowdstrike Holdings Inc

Microsoft Corp

Palantir Technologies Inc

Double beat (rev + EPS)

Revenue beat, EPS miss

EPS beat, revenue miss

Double miss

Meta ($META) reports earnings after the close today. What do you expect?

Stocktwits

) reports earnings after the close today. What do you expect?

Current Price	$3.05
Prev Close	$3.05
Open	$3.11
Dividend Yield	0.00%
50-Day Moving Average	$4.49
Beta	3.13
Avg. Volume	3.01M
PE Ratio	-1.24

52-Week High	$16.08
52-Week Low	$2.99
Market Capitalization	$264.46M
EPS (Annual)	-$1.63
Price to Book	0.75
Revenue Per Employee	$6,976.32

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