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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 stronger-than-expected quarterly results and rapid growth in its AI-compute business, alongside plans for an aggressive expansion, fueled a bullish reaction and a sharp after-hours move. Traders are divided over whether the growth outlook justifies the valuation given heavy capital spending, while some also point to a potential Tesla merger as an additional, uncertain catalyst.

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 sales outlook and gross-margin expectations on stronger AI-platform demand, driving a rally and renewed optimism about AI-server growth. Traders largely welcomed the update and debated potential short covering and the stocks valuation, while some remained cautious about whether the gains will hold and whether execution can be sustained.

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

Netflix shares came under pressure after its earnings report paired a profit beat with a weaker fourth-quarter outlook and a lower advertising-revenue forecast. Traders focused on slowing growth and streaming competition, while some dip buyers argued the selloff was excessive given the companys continued profitability.

Zebec's integrated products - real time payroll apps, on-chain payments infrastructure and networked DePIN - serve companies of all sizes, merchants and individuals and help transcend the boundaries of traditional banking and diminish the role of financial intermediaries.

Zebec Network

ZBCN is drawing attention on a sharp price rebound and a renewed breakout attempt, with traders linking the move to Robinhood Chain and other payroll/payment partnerships. Bullish posts point to expanding adoption, while skeptics say sustained usage, trading volume and token demand still need to confirm the thesis; the Robinhood-related catalyst is also discussed with some uncertainty.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Labs Neutron first flight has been pushed to 2027 after a manufacturing defect in its carbon-composite propellant dome, with replacement work underway. Traders remain divided: some question execution and the lack of a firmer schedule, while others view the selloff as an overreaction and are buying for the long term.

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 beat expectations, its 2026 outlook was raised, and its backlog reached a record, driving the sharp move higher. Traders are weighing the strong results against a pullback from the session high and whether buyers can sustain the gains.

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 is centered on TG Therapeutics MSToronto presentations, especially initial Phase 1 azer-cel data in progressive MS, alongside long-term BRIUMVI and other clinical updates. Traders are positioning ahead of the readouts, with some optimistic about azer-cels potential and others stressing that its clinical impact remains uncertain; ongoing BRIUMVI growth provides a commercial backdrop.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

NuScale is under pressure after Barclays downgraded the stock, citing commercial execution risks and delays in securing a definitive TVAENTRA1 agreement for the proposed deployment. Traders debate whether the selloff overstates the risk: bears point to the lack of firm project commitments, while bulls cite AI-driven power demand and NuScales longer-term nuclear opportunity.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is drawing attention as it rises into its third-quarter earnings report, with traders focused on software growth, delayed-deal conversion and managements guidance after the prior quarters weakness. Bulls point to the recent momentum and call buying, while others worry about another earnings-driven selloff or a sell the news reaction.

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

FAA certification of Boeings 737 MAX 10 is the dominant catalyst, with bulls viewing it as a step toward deliveries and cash generation while skeptics say approval alone may not move the stock. Traders largely focus on whether Boeing can ramp production and convert its backlog into actual deliveries.

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CLF Stock Posts Biggest Gain Of 2026 After CEO Forecasts Strongest Second-Half Performance Since 2021 

Equity

CEO Lourenco Goncalves said the "progression we have been forecasting is now reality.”


AI Hunger Fuels VanEck Steel ETF (SLX): Is There More Room to Grow?

SLX hit a new 52-week high in early June, raising questions about further upside amid shifting industry trends.

Steel ETF (SLX) Touches a New 52-Week High

SLX hits a new 52-week high, climbing 77.6% from its low as demand for steel rises amid acceleration in global data center construction. 

Steel ETF (SLX) Hits New 52-Week High

SLX hits a 52-week high, up 57% from its low, boosted by regulatory relief and strong sector momentum.

Washington Just Handed Steelmakers a Huge Win: ETFs to Gain

Trump's move easing EPA rules boosts the steel supply chain, setting ETFs like XME up for firmer pricing power and steadier volumes.   

Peter Navarro Rules Out Steel, Aluminum Tariff Exemptions For EU And Other Allies

Navarro also praised the administration’s 15% tariff on cars, describing it as a cornerstone of Trump’s trade strategy with Europe. 

Sector ETFs to Lose/Win From Oil Price Rebound

Oil rebounded on strong demand signals and easing trade tensions, boosting XOP and SLX while pressuring XRT, CRAK, JETS, and GDX.

UK Rushes To Finalize US Steel Deal Before Trump’s July 9 Tariff Deadline

U.K. Prime Minister Keir Starmer’s spokesperson, Tom Wells, told reporters that the country is working with the Trump administration to avoid higher tariffs on steel “as soon as possible.”

Nippon Steel Completes US Steel Merger As Government Gains Oversight

Nippon Steel finalized its acquisition of U.S. Steel, pledging $11 billion in U.S. investments. The deal preserves American jobs, leadership, and operations under a national security agreement with government oversight.


A Guide to Trump’s Reciprocal Tariffs: What Are They, Who Pays, and Who Benefits?

Financial markets were sent reeling after Trump announced reciprocal tariffs against U.S. trading partners.

VanEck ETF Trust - VanEck Steel ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Cleveland-Cliffs returned to positive free cash flow in the second quarter and said it has begun reducing debt,&nbsp;with a leverage target of under 2.5x by this time next year.&nbsp;</li><li>Management expects higher steel prices, increased shipments, and lower unit costs to drive a sharp improvement in EBITDA during the second half.</li><li>The company cited stronger domestic steel demand, lower import competitiveness, improving automotive volumes, and AI-driven operational efficiencies among the key tailwinds.</li></ul>Shares of Cleveland-Cliffs (CLF) soared in morning trade on Thursday after CEO Lourenco Goncalves forecast the company would deliver its strongest second-half earnings performance since 2021 moving forward.<a href="https://stocktwits.com/symbol/CLF">CLF’s stock</a> jumped nearly 20% in morning trade, clocking its biggest single-day gain since October last year and hitting its highest level in about a month. The stock was among the top trending tickers on Stockwits at the time of writing.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260723_094202840_png_0e4ff90fbd.webp" alt="koyfin_20260723_094202840.png" width="2400" height="1240"><figcaption>CLF stock price gains year-to-date. | Source: Koyfin</figcaption></figure>During the earnings call, CEO Lourenco Goncalves said the quarter "still understates" where the business is headed over the coming quarters, adding that "the progression we have been forecasting is now reality."Second-quarter (Q2) revenue came in at $5.2 billion, topping Wall Street estimates of $5.14 billion. The company reported a loss of $0.20 per share, narrower than the expected loss of $0.22 per share.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260723_094508984_png_512d349dd6.webp" alt="koyfin_20260723_094508984.png" width="2400" height="1240"><figcaption>CLF stock performance over the past three months. | Source: Koyfin</figcaption></figure><h2 class="st-heading-2">CEO Expects Strongest Second Half Since 2021</h2>Goncalves said Cleveland-Cliffs expects its leverage target to fall below 2.5x by this time next year as “the cash flows generated from both ongoing profit and asset sales will be used to delever over that time frame.”Management said third-quarter earnings before interest, tax, depreciation, and amortization (EBITDA) would&nbsp;more than double in the third quarter (Q3) compared to the Q2 level, with fourth-quarter (Q4) EBITDA expected to exceed third-quarter levels."With average selling prices, volumes, and costs all moving in the right direction, our second-half earnings performance should be our strongest since 2021," he said.He added that the uptick would be supported by average selling prices projected to increase by roughly $55 per net ton from the second to the third quarter, shipments are expected to rise by about 300,000 net tons, and unit costs are forecast to decline by approximately $10 per net ton.During the earnings call, management also said extended maintenance outages that weighed on Q2 production are now complete, automotive shipments continue to improve, and higher utilization across finishing lines should help absorb fixed costs.<h2 class="st-heading-2">Domestic Steel Market Continues To Improve</h2>In addition to the core financials, the company said several market conditions have also turned more favorable in recent months.Management pointed to stronger domestic steel demand, subdued imports, longer lead times, and higher hot-rolled coil prices during the earnings call. Executives also said geopolitical tensions, including the conflict involving Iran, have increased global energy, freight, and steel production costs, making imported steel less competitive in the U.S. market.The firm added that data center construction and border wall projects were among the strongest sources of domestic demand. It also noted improving conditions in Canada's hot-rolled steel market and said its partnership with Palantir (PLTR) was helping to improve operational efficiency through AI.<h2 class="st-heading-2">How Is Retail Feeling About CLF Stock?</h2>Retail sentiment around the steelmaker improved to 'extremely bullish' from 'bullish' over the past day, while chatter climbed to 'high' from 'normal' levels. Platform data showed message volume rose more than 40% over the past 24 hours.<figure class="image"><img src="https://news.stocktwits-cdn.com/image_9_png_7d07f21a49.webp" alt="image (9).png" width="1270" height="690"><figcaption>CLF stock retail sentiment on July 23 as of 9:45 a.m. ET | Source: Stocktwits&nbsp;</figcaption></figure>Retail investors on Stockwits applauded the improved guidance, positive free cash flow, and debt reduction, calling them signs that "all positive news" lies ahead.&nbsp;<stembedurl>https://www.stocktwits.com/ajsuff/message/659797154</stembedurl><stembedurl>https://www.stocktwits.com/The_Real_Steve/message/659813209</stembedurl>Despite Thursday’s morning rally, CLF’s stock is down nearly 16% year-to-date and has traded flat over the past 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/american-airlines-aal-stock-falls-fuel-costs-guidance-cut-q2-earnings/cZZn8dMR7xD">AAL Stock Drops After $2.2B Fuel Costs Spark Full-Year Guidance Cut Despite Q2 Beat</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

In this photo illustration, the Cleveland-Cliffs logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Shares of Cleveland-Cliffs (CLF) soared in morning trade on Thursday after CEO Lourenco Goncalves forecast the company would deliver its strongest second-half earnings performance since 2021 moving forward.

Cleveland-Cliffs Inc

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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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