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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 quarterly results and rapid growth in its AI-compute business are driving attention, alongside Musks ambitious expansion and revenue outlook; traders are debating the bullish growth story against heavy capital spending, cash burn, and valuation concerns. A possible Tesla merger is also being discussed, but no deal has been agreed.

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 sharply raised preliminary quarterly revenue outlook and improved gross-margin expectations, attributed to stronger AI-platform demand, sparked a sharp share-price rebound. Traders largely welcomed the update and speculated about a short squeeze and valuation reset, while others questioned whether margins, cash flow and execution can sustain the improvement.

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, a reduced advertising outlook, and concerns about slowing revenue growth, driving a sharp selloff. Traders are divided between viewing the drop as a buying opportunity and expecting further weakness amid questions about ad execution, content, and competition.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products include diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly on May 10, 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Eli Lillys record-high breakout ahead of Q3 results is drawing attention, with traders pointing to raised analyst outlooks and expectations for strong Mounjaro and Zepbound demand to support results and guidance. Many celebrate the momentum and healthcare-sector rotation, while some caution that the rally could fade or that optimism is already priced in.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

The FAA certified Boeings long-delayed 737 MAX 10, clearing a regulatory hurdle and opening the way for production and deliveries. Traders welcomed the milestone but largely questioned its muted stock response, arguing that sustained production and delivery growthnot certification alonewill be needed to support cash flow and the turnaround.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

CEO Paul Pragers comments on strong future power demand, project execution and TeraWulfs powered-shell modelrather than owning depreciating chipshave fueled a sharp, high-volume rebound. Bulls see the interview as highlighting the companys differentiation and a possible reversal, while skeptics view the move as a relief bounce amid lingering financing and sector concerns.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Morgan Stanleys upgrade naming Amazon a top pick, alongside optimism about accelerating AWS growth and Trainium adoption, drove a sharp rebound. Many traders welcomed the move and expect further gains, while others question whether the rally can hold ahead of earnings.

Northrop Grumman Corp. engages in the provision of advanced aircraft systems. It operates through the following segments: Aeronautics Systems, Defense Systems, Mission Systems, and Space Systems. The Aeronautics Systems segment is involved in the design, development, production, integration, sustainment, and modernization of advanced aircraft systems for the U.S. Air Force, the U.S. Navy, other U.S. government agencies, and international customers. The Defense Systems segment includes integrated battle management systems, weapons systems and aircraft, and mission systems sustainment and modernization. The Mission Systems segment offers advanced mission solutions and multifunction systems, primarily for the U.S. defense and intelligence community, and international customers. The Space Systems segment delivers end-to-end mission solutions through the design, development, integration, production and operation of space, missile defense, launch and strategic missile systems for national security, civil government, commercial, and international customers. The company was founded by John K. Northrop, Thomas V. Jones, and Kent Kresa in 1939 and is headquartered in Falls Church, VA.

Northrop Grumman Corp.

Northrop Grummans quarterly results topped expectations, with a raised outlook and record backlog underscoring strong defense and space demand. Traders welcomed the results and stock gain, while some questioned whether buyers would sustain the move after an intraday pullback.

Immix Biopharma, Inc. operates as a biopharmaceutical company that engages in the development of therapies for cancer and inflammatory diseases. The company was founded by Ilya Rachman, Sean Senn, and Vladimir Torchilin in 2012 and is headquartered in Los Angeles, CA.

Immix Biopharma Inc

Immixs NEXICART-2 update showing an 89% complete-response rate across 45 patients has put its NXC-201 CAR-T therapy for relapsed/refractory AL amyloidosis in focus, with traders also watching the planned 2027 BLA timeline. The community is bullish on the results and added funding, but some investors remain frustrated that the offering and extended timeline overshadowed the data and may weigh on shares.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Barclays downgrade of Dell and peers has fueled a sharp selloff, as traders debate whether AI-server revenue reflects durable demand or higher memory and component prices, with some questioning the pace of enterprise AI adoption. Bears see valuation and margin risks, while dip buyers point to Dells AI-server backlog and ongoing infrastructure demand; broader tech weakness and interest-rate concerns have added pressure.

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Eli Lilly Stock Eyes Best Month This Year As Cholesterol, Obesity Drug Tailwinds Build

Equity

LLY's stock is still down year-to-date as AI-driven narratives have captured the bulk of investor attention and capital in 2026.

Neutral Sentiment

<ul class="summary-bullets"><li>LLY is just 6.5% away from its all-time high, which made it the first healthcare company in the world to reach a $1 trillion market cap.</li><li>Late Monday, Lilly released encouraging Phase 1b trial data for Verve-102, an experimental gene-editing treatment designed to permanently lower LDL cholesterol with a single infusion.</li><li>Wall Street consensus for LLY is 'Strong Buy' among 31 analysts, with an average price target implying roughly 13% upside from current levels.</li></ul>Eli Lilly shares are on track for their best month of 2026, up 14% as May draws to a close, lifted by a pair of drug developments that underscore the company's expanding ambitions beyond obesity and into cardiovascular disease.<h1 class="st-heading-1">Lilly's Cholesterol Breakthrough</h1>Late Monday, Lilly released interim Phase 1b trial data for Verve-102, an experimental medicine that uses gene editing to permanently lower LDL ("bad" cholesterol), potentially from a single infusion.Rather than a daily pill or a recurring injection, Verve-102 is designed to make a one-time edit to the PCSK9 gene in liver cells. PCSK9 is a protein that interferes with the liver's ability to clear LDL from the bloodstream; by blocking it, the treatment aims to reduce cholesterol levels durably with a single dose.In an interim analysis of 35 participants, the results were notable. PCSK9 protein levels fell by 51% to 88% across dose levels, and LDL cholesterol dropped by up to 62% at the highest dose, with reductions lasting up to 18 months after a single treatment. The trial focused on two high-risk patient groups: people with heterozygous familial hypercholesterolemia, an inherited condition causing dangerously elevated cholesterol from birth, and those with premature coronary artery disease.<h1 class="st-heading-1">Lilly Rides Obesity Drug Wave With Mounjaro</h1>Lilly is also riding the fastest-growing pharmaceutical category in history. From a near-standing start in 2021, the four leading GLP-1 weight-loss drugs — Mounjaro, Ozempic, Zepbound, and Wegovy — are on pace to generate more than $100 billion in sales this year. Lilly's Mounjaro has emerged as the standout, surpassing Merck's cancer blockbuster Keytruda to become the world's best-selling drug last quarter.<img src="https://news.stocktwits-cdn.com/Eli_Lillys_Mounjaro_Is_The_New_Blockbuster_Drug_jpg_84d35127c2.webp" alt="Eli_Lillys_Mounjaro_Is_The_New_Blockbuster_Drug.jpg">Last week,&nbsp;<a href="https://stocktwits.com/symbol/LLY">LLY</a> received a fresh wave of analyst upgrades following trial readouts for retatrutide, Lilly's experimental next-generation obesity drug, which helped patients lose more than 28% of their body weight over 18 months.&nbsp;According to summaries on The Fly, RBC Capital called the results "a clean win," citing a strong safety profile and best-in-class efficacy across all doses. The firm is modeling a retatrutide launch in 2027, with 2030 sales of $4.9 billion and 2034 sales of $11.0 billion, assigning a 70% probability of success. Truist said the data set a new benchmark for anti-obesity medications and would support approval for patients not adequately served by existing treatments.<h1 class="st-heading-1">Eli Lilly Valuation And Technical Levels</h1>Lilly is just 6.5% below its all-time high in November 2025, the same level at which it briefly became the first healthcare company in history to reach a $1 trillion market capitalization. The stock has maintained its momentum since forming a golden cross in early November, when the 50-day moving average crossed above the 200-day moving average.<img src="https://news.stocktwits-cdn.com/koyfin_20260526_101102725_png_7e57b1defa.webp" alt="koyfin_20260526_101102725.png">Still, the valuation warrants attention. LLY trades at a forward price-to-earnings ratio of 28x, above the&nbsp;<a href="https://stocktwits.com/symbol/SPY">S&amp;P 500</a>'s 21x and well above&nbsp;<a href="https://stocktwits.com/symbol/NVO">Novo Nordisk</a>'s 14x. Its RSI of 68.3 sits in borderline overbought territory.According to Koyfin, Wall Street remains firmly bullish on LLY overall, with a 'Strong Buy' consensus among 31 analysts and an average price target of roughly $1,211, implying about 13% upside from current levels.<h1 class="st-heading-1">What Retail Thinks About LLY Stock</h1>On Stocktwits, sentiment for LLY has shifted from 'bearish' a year ago to 'neutral' at the last close, suggesting caution persists among retail traders despite the strong fundamentals. Engagement for the stock remains robust: followers have jumped 25%, and message volume has surged 250% over the past year."LP(a) is the next frontier in cardiovascular care. All hereditary and there is nothing to treat it at the moment. This will be huge,"&nbsp;<a href="https://stocktwits.com/Rmccall/message/654327691">said</a> one bullish user following the latest cholesterol trial.Another&nbsp;<a href="https://stocktwits.com/LLYBULL/message/654313361">expects</a> LLY to "double within next 3 years!"Interestingly, the stock is still down about 0.5% year-to-date following nine consecutive years of strong gains, as AI-driven narratives have captured the bulk of investor attention and capital in 2026. However, Goldman Sachs&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/05/25/want-to-hop-off-the-ai-trade-goldman-says-buy-these-stocks-that-have-nothing-to-do-with-it.html">counts</a> LLY among its top picks specifically for its low sensitivity to AI trade rotation and U.S. economic uncertainty.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/default/5/bb-sidu-rgti-stocks-lead-last-week-wildest-upswings-what-happened/cZgapUQRepf">BB, SIDU, RGTI Stocks Lead Last Week’s Wildest Upswings: Here's What Happened</a>

In this photo illustration, a person holds a smartphone displaying the logo of Eli Lilly and Company on August 7, 2025 in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)

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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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