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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 strong third-quarter results, especially accelerating AI-compute revenue, sparked analyst upgrades and a bullish response. Traders also debated whether growth justifies the valuation, with heavy capital spending and an approaching share unlock cited as potential risks; Tesla merger discussions remain speculative.

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 report beat profit expectations, but softer forward revenue guidance and a reduced advertising outlookalongside slowing growthtriggered a sharp selloff and renewed analyst downgrades. Traders are split between viewing the drop as evidence of tougher competition and weaker growth, and calling it an overreaction that creates a buying opportunity.

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 outlook was sharply raised on strong AI-server demand, with gross-margin expectations also improving, sparking a sharp rally. Traders largely welcomed the update and argued the stock is undervalued, while others questioned whether margins, cash flow and execution can sustain the gains.

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-event trigger and final analysis of its Phase 3 REGAL trial of GPS in AML, with recent trading gains fueling speculation about a near-term update and a possible short squeeze. Bullish buyout and positive-data theories are prominent, but skeptics note that no catalyst or outcome is confirmed and the trial results remain uncertain.

AT&T, Inc. is a holding company, which engages in the provision of telecommunications and technology services. It operates through the Communications and Latin America segments. The Communications segment offers wireless, wireline telecom, and broadband services to businesses and consumers located in the US and businesses globally. The Latin America segment provides wireless services and equipment in Mexico. The company was founded in 1983 and is headquartered in Dallas, TX.

AT&T, Inc.

AT&T Inc

SpaceXs spectrum acquisition and plans to expand Starlink Mobile have fueled concern that it could challenge AT&T and other wireless carriers, contributing to a sharp telecom selloff. Traders debate whether the threat is meaningful or years away, with bulls calling the drop an overreaction and pointing to AT&Ts fiber network and dividend.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

Attention centers on preliminary Phase 1 azer-cel results in progressive multiple sclerosis, with traders viewing the early safety and efficacy signals as a potential pipeline expansion beyond BRIUMVI while emphasizing that the study is small and needs confirmation. BRIUMVIs longer-term and commercial data also feature in the discussion, alongside mixed reactions to the stocks lack of sustained momentum.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

FDA approval of ORLADEYO oral pellets is drawing attention, with traders viewing the easier-to-administer formulation as a possible way to reach more HAE patients and improve tolerability. Some see incremental commercial potential, while others doubt it will meaningfully affect the share price amid continued frustration with BCRXs underperformance and management.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Analyst downgrades citing lackluster October momentum are weighing on Chipotle shares as traders look ahead to earnings amid concerns about slowing sales and margins. The community is split between expecting further declines and viewing the selloff as a buying opportunity.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Speculation about possible U.S. regulatory relief for compounded peptides is a dominant topic, with bullish traders viewing access as a potential growth opportunity and skeptics emphasizing that approval is uncertain. The debate plays out alongside frustration over repeated rallies fading at resistance, while Hims German expansion adds to the growth discussion.

Amkor Technology, Inc. engages in the provision of outsourced semiconductor packaging and test services. Its services include design, package characterization, test, and wafer bumping services. The company was founded in 1968 and is headquartered in Tempe, AZ.

AMKOR Technology Inc.

Amkors strong quarterly results have been overshadowed by a softer-than-expected revenue outlook, alongside a broader semiconductor selloff. Traders are split between viewing the decline as an overreaction to near-term guidance and worrying about AI demand, expansion costs, and whether advanced-packaging growth will justify the investment.

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Roku Soars 9% After Guggenheim Upgrade: Here’s What Retail Is Thinking

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Guggenheim said its revised rating reflects the firm’s financial estimates being ahead of consensus for 2024 and 2025 and its attractive relative valuation. 

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Neutral Sentiment

Shares of video-streaming platform Roku rose over 9% on Friday after Guggenheim reportedly upgraded the stock to ‘Buy’ from ‘Neutral’ while keeping a price target of $75.The brokerage expects investor enthusiasm to continue into the third quarter as the firm makes progress toward expanding video inventory advertising sales through third-party demand-side platforms and improved home screen monetization.Guggenheim also said its revised rating reflects the firm’s financial estimates being ahead of consensus for 2024 and 2025 and its attractive relative valuation.The brokerage, however, noted that its primary concerns remain unchanged. One of the firm’s worries is that leadership has been slow to take advantage of its dominant position in the connected TV marketplace. Guggenheim also noted that competition in the advertising and CTV marketplaces could pressure financial performance.Following the upgrade, retail sentiment on Roku shifted into ‘bullish’ territory (84/100) from ‘neutral’ zone a day ago, accompanied by high message volume (81/100). &nbsp;<figure class="image"><a href="https://stocktwits.com/symbol/ROKU"><img style="aspect-ratio:1898/520;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2024_08_23_at_10_23_13_AM_9db781beab.png" alt="Roku sentiment meter as of 10:07 a.m. ET on August 23, 2024" width="1898" height="520"></a><figcaption>Roku sentiment meter as of 10:07 a.m. ET on August 23, 2024</figcaption></figure>During the second quarter of fiscal year 2024, Roku reported a 14% year-over-year (YoY) rise in &nbsp;its net revenue at $965.20 million. However, the company’s average revenue per user (ARPU) remained flat at $40.68 YoY.The company said continued growth in scale and engagement, along with the execution of its monetization initiatives has positioned it strongly in the ongoing shift to streaming. For the second half of 2024, the firm expects these initiatives to help accelerate revenue from advertising activities.For the third quarter, the company estimates 11% YoY growth in its total net revenue at $1.01 billion with Platform revenue growing 9% YoY and Devices revenue growing 24% YoY.Stocktwits users are enthusiastic about the upgrade. A bullish user believes the stock may cross the $99 mark by the end of the year.<stembedurl>https://stocktwits.com/stanfrombrooklyn/message/583920998</stembedurl>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;

Guggenheim expects investor enthusiasm to continue into the third quarter 

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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.

What do you expect the Fed to decide at its FOMC meeting today? 
 
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