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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 have driven attention, alongside Musks ambitious expansion outlook and talk of a possible Tesla merger. Many traders welcomed the results and rallied around the growth story, while others questioned the forecasts, valuation and heavy capital spending.

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 sales and gross-margin outlook came in well above its prior guidance, with the company citing stronger demand for AI platforms. Traders largely welcomed the update as evidence of accelerating AI-server demand and speculated about a short squeeze, while others questioned cash flow, execution and whether the improved margins can hold.

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 profit beat was overshadowed by a softer fourth-quarter outlook, slowing revenue growth and a reduced advertising-revenue forecast. Traders focused on growth and ad-business execution amid streaming competition, while some argued the selloff was excessive given the solid quarter and continued profitability.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

LUNR is drawing attention amid a steep selloff across space stocks, with traders debating whether sector pressure and competition for investor interest from SpaceX are driving the decline or whether company-specific concerns including a recent earnings miss, cash burn and dilutionare weighing more heavily. Some investors are watching for upcoming NASA CLPS milestones and mission updates as potential catalysts, while others remain bearish on the stocks outlook.

TRUMP is a politics-themed digital coin built on the Solana blockchain that uses the brand of Donald Trump to foster a community-driven ecosystem. As a community-focused asset, it is designed to bridge political support with web ownership, operating within the PolitiFi sector to blend political movements with decentralized finance tools. The project's main value proposition lies in its official ties to Donald Trump’s media and business brands, which allows it to provide unique physical utility such as invitations to gala dinners and meetings at Mar-a-Lago.  The token serves as the primary currency for the officially licensed Trump Billionaires Club mobile and web game, where it is used for in-game purchases and unlocking features. By leveraging the Solana blockchain, the project ensures that these in-game actions and token transfers remain fast and cost-effective. The ecosystem remains stable through a programmatic release schedule that introduces new tokens slowly to prevent supply shocks, alongside the use of specialized market makers to maintain consistent liquidity for traders.  Holders can also participate in liquidity sharing by providing their tokens to automated systems to facilitate trading for others, often earning rewards or prizes in return. Beyond digital utility, holding a specific amount of the token is a requirement for attending exclusive real-world events, including VIP parties at Mar-a-Lago. The project is managed by the Trump Meme Team and is linked with Trump Media, with an investor base that includes a wide range of retail buyers and large holders who utilize secure custody services for their assets.

Trump For President

The Official Trump meme coin is drawing attention amid its steep decline from launch highs, with many traders alleging a rug pull and pointing to retail losses; bullish voices counter that it could rebound, while some cite a token unlock as a potential volatility catalyst.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Attention centers on the QualcommArm contract dispute and Judge Noreikas decision on Qualcomms request for a five-year royalty pause; traders note that the jury awarded only nominal damages, but the potential royalty impact remains unresolved. The discussion is split between concern about that legal overhang and hopes for a rebound after a sharp selloff, alongside criticism of Arms valuation.

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 FAAs certification of Boeings 737 MAX 10 is the dominant topic, with bullish traders viewing it as a long-delayed milestone that could unlock deliveries, while skeptics say approval alone wont fix production bottlenecks or improve cash flow. The muted stock reaction has fueled sell the news frustration and sharpened the debate over whether Boeing can turn certification into higher deliveries.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklos steep selloff and repeated lows dominate discussion, with traders pointing to share dilution and founder selling alongside the risks of a pre-revenue reactor developer whose commercialization is still years away. Some see an oversold buying opportunity tied to long-term AI power demand and nuclear-sector potential, but bearish frustration and uncertainty about whether the decline has bottomed are more prominent.

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

TeraWulf CEO Paul Pragers public comments on strong long-term power demand, project execution and the companys powered-shell modelproviding data-center space and power without owning depreciating GPUshave fueled renewed interest and a sharp rebound after a steep selloff. Bulls see the comments as a case for separating WULF from debt-heavy neocloud peers, while skeptics view the move as a relief bounce and remain concerned about financing, execution and broader AI-infrastructure weakness.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuits outlook below expectations despite a quarterly earnings beat, alongside slower customer growth and concerns about AI competition and TurboTax pricing, has driven the discussion. Traders are split between buying the selloff as an overreaction and expecting further weakness as the company works to prove its growth strategy.

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TSEM Stock Bucks Market Selloff On Semtech AI Chip Deal Securing Capacity Across 3 Regions

Equity

Tower CEO Russell Ellwanger said the companies are qualifying solutions ahead of anticipated demand for future generations of optical connectivity products.


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SMTC's AI data center demand and LoRa growth are fueling its 154% rally, with 1.6T products and expanding applications driving momentum.

Semtech Corp. engages in the manufacture and supply of analog and mixed signal semiconductor products for high-end consumer, enterprise computing, communications, and industrial equipment. It operates through the following segments: Signal Integrity, Analog Mixed Signal and Wireless, and Internet of Things (IoT) Systems and Connectivity. The Signal Integrity segment includes designing, development, manufacturing, and marketing of a portfolio of optical and copper data communications and video transport products used in a wide variety of infrastructure and industrial applications. The Analog Mixed Signal and Wireless segment focus on designing, development, manufacturing, and marketing of transient voltage suppressors and specialized sensing products. The IoT Systems and Connectivity segment includes designing, development, operation, and marketing of a portfolio of IoT solutions that enable businesses to connect and manage devices, collect and analyze data, and improve decision-making. The company was founded in 1960 and is headquartered in Camarillo, CA.

Semtech Corp.

Bullish Sentiment

<ul class="summary-bullets"><li>Semtech will invest in securing dedicated silicon germanium capacity at Tower’s facilities in the U.S., Israel and Japan.</li><li>The agreement is intended to support demand for optical interconnect components and connectivity technologies spanning 800G, 1.6T and 3.2T.</li><li>The companies will continue joint technology development, including work on optical components built using Tower’s SiGe manufacturing technology.</li></ul>Tower Semiconductor (TSEM) on Tuesday announced that it was extending its 20-year partnership with Semtech (SMTC) with a multi-year agreement aimed at securing chip supply for AI data center connectivity products.The company said that Semtech would invest in securing dedicated silicon germanium (SiGe) manufacturing capacity at Tower to support strong design wins and rising demand for optical interconnect components used in AI data centers.&nbsp;It added that the capacity will span Tower’s manufacturing facilities in the U.S., Israel and Japan, giving Semtech greater supply assurance and geographic diversification.<a href="https://stocktwits.com/symbol/TSEM">TSEM stock</a> rose as much as 2% in pre-market trade. On Stocktwits, retail sentiment around the company dipped to ‘neutral’ from ‘bullish’ territory over the past day.&nbsp;Meanwhile,&nbsp;<a href="https://stocktwits.com/symbol/SMTC">SMTC stock</a> fell over 3% with sentiment trending in ‘bearish’ territory, despite getting a price target hike from BMO Capital. Analyst Harsh Kumar raised the price target to $230 from $255 and reiterated an ‘Outperform’ rating on the shares ahead of the firm’s analyst day later this week.&nbsp;<h2 class="st-heading-2">Tower, Semtech Target Next Generation Of AI Data Center Connectivity</h2>Semtech CEO Hong Hou said the expanded agreement would help the company meet rising customer demand and support the next generation of connectivity products.“Meeting that demand requires long-term capacity planning and commitment with our manufacturing partners,” Hou said, adding that the agreement would support copper and optical interconnects from 800 gigabits per second (G) and 1.6 terabits per second (T) through 3.2T and beyond.The agreement comes as AI data centers require faster connections to move increasing volumes of data between processors, servers and storage systems.&nbsp;<h2 class="st-heading-2">Partnership Covers Manufacturing Capacity, Technology Development</h2>The companies said their collaboration extends beyond securing manufacturing capacity to joint technology development.&nbsp;Semtech recently received an Optical Component Innovation award at the European Conference on Optical Communication (ECOC) 2026 for its 224-gigabits-per-second-per-lane transimpedance amplifier family for linear pluggable optics, which is built on Tower’s SiGe technology.Tower CEO Russell Ellwanger said the companies were qualifying solutions ahead of anticipated market demand to prepare for the next generations of optical connectivity products.TSEM stock has gained over 70% this year, while SMTC stock has more than doubled, surging over 120%.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dan-ives-says-semiconductor-sell-off-is-way-overdone-nvda-mu-skhy-sndk-stocks/cZxBWE1RBoV">Dan Ives Says Semiconductor Sell-Off Is ‘Way Overdone’ As AI Spending Fears Rattle NVDA, MU, SKHY, SNDK</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a Tower Semiconductor Ltd. logo is displayed on a smartphone screen and in the background.

Semtech will invest in securing dedicated silicon germanium capacity at Tower’s facilities in the U.S., Israel and Japan.The agreement is intended to support demand for optical interconnect components and connectivity technologies spanning 800G, 1.6T and 

TSEM Stock Bucks Market Selloff After Semtech AI Data Center Chip Deal

Tidal Trust V - Defiance Global Foundries ETF

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Tower Semiconductor Ltd.

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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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