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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 quarterly earnings beat, rapid growth in AI-compute revenue and an aggressive expansion outlook are driving attention, alongside preliminary discussions of a possible Tesla merger. Many traders are bullish on the growth story and anticipate further gains, while skeptics question the valuation, heavy spending and credibility of Musks ambitious forecasts.

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 update sharply raised its quarterly revenue and gross-margin outlook on stronger AI platform demand, driving a strong after-hours rally. Traders largely welcomed the results as evidence of improving business momentum and a possible short squeeze, while some questioned whether the gains would hold given the companys history of volatility and execution concerns.

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 earnings beat expectations, but a softer fourth-quarter outlook, slowing revenue growth, and a reduced advertising forecast have driven a sharp selloff. Traders are split between buying the dip on the companys profitability and buybacks, and warning that weaker growth and streaming competition could keep pressure on the shares.

GE Aerospace is an American aircraft company, which engages in the provision of jet and turboprop engines, as well as integrated systems for commercial, military, business, and general aviation aircraft. The firm's portfolio of brands includes Avio Aero, Unison, GE Additive, and Dowty Propellers. It operates through the following segments: Commercial Engines and Services, Defense and Propulsion Technologies, and Corporate and Other. The Commercial Engines and Services segment is involved in the design, development, manufacturing, and servicing of jet engines for commercial airframes, as well as business aviation and aeroderivative applications. The Defense and Propulsion Technologies segment offers defense engines and critical aircraft systems. The Corporate and Other segment relates to corporate functions and operations costs. The company was founded by Thomas Alva Edison in 1878 and is headquartered in Evendale, OH.

GE Aerospace

GE Aerospaces strong quarterly results and raised outlook are being overshadowed by a sharp selloff, extending traders frustration that earnings beats have not translated into gains. The debate centers on whether the decline is profit-taking and high expectations or reflects real concerns about cash flow, rising costs, supply constraints, and an insurance loss.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

CELHs move toward and briefly above the $30 level has traders focused on whether the stock can sustain a technical breakout, with some pointing to higher volume and others expecting another rejection. Pepsi buyout talk and hopes around earnings appear in the discussion, but remain speculation rather than a confirmed catalyst.

Intuitive Surgical, Inc. engages in the provision of robotic-assisted surgical solutions and invasive care through a comprehensive ecosystem of products and services. Its products include Da Vinci Surgical and Ion Endoluminal systems. The company was founded by Frederic H. Moll, John Gordon Freund, and Robert G. Younge in November 1995 and is headquartered in Sunnyvale, CA.

Intuitive Surgical Inc

Intuitive Surgicals Q3 earnings beat was followed by a sharp selloff, as traders focused on slower procedure growth, a cautious outlook and planned da Vinci pricing cuts, alongside a one-time antitrust settlement. Some investors view the reaction as excessive given continued business growth, while others see the growth and pricing pressures as reasons for caution.

Disc Medicine, Inc. is a clinical-stage biopharmaceutical company, which engages in the discovery, development, and commercialization of treatments for hematologic diseases. It assembles a portfolio of clinical and preclinical product candidates that aim to modify fundamental biological pathways associated with the formation and function of red blood cells, specifically heme biosynthesis and iron homeostasis. The company was founded in October 2017 and is headquartered in Watertown, MA.

Disc Medicine Inc

Disc Medicine shares drew attention after bitopertin met all primary and secondary endpoints in the Phase 3 APOLLO trial, supporting a planned FDA resubmission. Traders are now debating the dilutive effect of the upsized public offering, priced below the recent trading level, against the added funding for development and potential commercialization.

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 in focus ahead of its quarterly earnings report, with traders watching guidance and semiconductor-equipment demand amid a sharp pullback. The debate is split between buyers treating weakness and support levels as an opportunity and bears concerned about further sector pressure and high expectations.

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 Phase 3 REGAL AML trial reaching its 80-event final-analysis trigger; the last disclosed count was 78, and traders are also watching for SLS009 updates. Some interpret the CEOs next chapter remarks and the companys ASH presence as possible buyout or partnership clues, while skeptics note there is no confirmed deal or trial result and view the rally as speculative.

Fabrinet engages in the provision of optical packaging and precision optical, electro-mechanical, and electronic manufacturing services to original equipment manufacturers (OEMs). The firm's services include process design and engineering, advanced optical packaging, printed circuit board assembly and test, new product introduction, supply chain and inventory management, and customized glass and crystal optics fabrication. The company was founded by David Thomas Mitchell on August 12, 1999 and is headquartered in George Town, Cayman Islands.

Fabrinet

Fabrinets sharp selloff despite an earnings beat and upbeat outlook is driving discussion, with traders pointing to weak free cash flow, heavy investment and working-capital needs as possible concerns. Others see the drop as an overreaction, citing continued AI data-center and optical-connectivity demand and debating whether the stock is oversold.

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Snowflake is drawing attention for a technical rebound after a sharp recent pullback, with traders pointing to buyers defending support and renewed call activity. Some see room for the bounce to continue, while others question whether it can hold and view the move as a possible failed breakout.

Snowflake Inc. (SNOW) Surpasses Market Returns: Some Facts Worth Knowing

The latest trading day saw Snowflake Inc. (SNOW) settling at $315.35, representing a +2.77% change from its previous close.

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Today, Lumen Technologies (Nasdaq: LUMN) and Snowflake (NYSE: SNOW), the AI Data Cloud company, announced their intent to collaborate on helping enterprises simplify how they move, control, and secure data across modern enterprise environments. The companies look to combine Lumen's programmable...

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MongoDB Falls 11% YTD: Here's Why You Should Buy the Stock Now

MDB's shares are down 11.1% YTD, but strong Atlas growth, expanding AI capabilities and rising earnings estimates make the pullback a buying opportunity.

NYSE Touches Down at TechCrunch Disrupt: NYSE Content Update

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Pioneer Jeff Naughton, One of the Most Influential Database Scientists of This Generation, Joins Snowflake to Advance Data Systems for the Agentic Enterprise

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Palantir's Growth Story Gets a Goldman Boost: ETFs to Consider

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Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Menlo Park, CA.

Snowflake Inc

Dan Ives Says AI Leaders Can't 'Stop The Elevator' With Meta In The 'Ferrari Left Lane' As AI Race Accelerates 

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Bullish Sentiment

<ul class="summary-bullets"><li>Ives extended that reasoning about Meta to Apple, saying its large installed base could help the company turn AI investments into revenue.</li><li>He said investors are increasingly recognizing the “second, third, fourth derivatives of AI.”&nbsp;</li><li>He pointed to companies such as Palantir, Snowflake, Salesforce and Oracle as examples.&nbsp;</li></ul>Yorkville Ives founder Dan Ives pushed back on the recent selloff in software stocks on Friday morning, calling the widely discussed “SaaS apocalypse” a “fictional narrative” rather than an inevitable outcome for the industry.&nbsp;The term describes investors’ fear that powerful AI models and autonomous agents could replace traditional subscription software, driving down demand, pricing power and the value of seat-based SaaS products.In an interview with CNBC, Ives pointed to Meta Platforms (META) as the leading beneficiary of the shifting AI landscape. He said Meta is unlikely to slow its AI push even if OpenAI and Anthropic pull back, pointing out that the comments came ahead of the company’s Meta Connect 2026 event next week.“When you get to the top of, you know, the penthouse, you don't stop the elevator to others coming up, and I think the regulatory capture issue, you've seen the industry push back hard,” Ives said. “Instead, they’re going to be in a Ferrari left lane going 100 miles an hour because that just enables them to narrow the gap,” Ives said.&nbsp;He pointed to Meta’s roughly 3.5 billion users as a key advantage, saying the company has a massive installed base it can use to monetize AI.<a href="https://stocktwits.com/symbol/META">META stock</a> gained over 1% in pre-market trade. On Stocktwits, retail sentiment around the stock trended improved to ‘bearish’ from ‘extremely bearish’ territory over the past day.&nbsp;<h2 class="st-heading-2">Meta, Apple Have AI Monetization Advantage</h2>Ives also extended that argument to Apple (AAPL), saying the companies with large existing user bases could have an advantage in turning AI investment into revenue. “It’s those with the install bases that are going to be able to monetize,” he said.<a href="https://stocktwits.com/symbol/AAPL">AAPL stock</a> traded flat in pre-market trade after the company’s iPhone 18 Pro and iPhone 18 Pro Max went on sale globally.&nbsp;This is the&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/aapl-stock-5th-straight-weekly-gain-evercore-iphone-refresh-cycle/cZtuHk3RB3F">first time</a> that Apple has split the iPhone launch across three different windows. The Duo, Apple’s first foldable, is scheduled to launch next month, with a lower-priced iPhone set for release in the spring.&nbsp;<h2 class="st-heading-2">Ives Sees AI Opportunity Beyond OpenAI And Anthropic</h2>“There’s a renaissance that’s happened because it started with Palantir, then to Snowflake, and now what you’re seeing across the board from Salesforce, even Oracle now starting to get a bid,” Ives said in the interview.&nbsp;Ives said investors are increasingly recognizing the “second, third, fourth derivatives of AI,” arguing that the opportunity extends well beyond the companies building the largest AI models.“It’s not just Anthropic and OpenAI. They’re going to own the trillions of dollars being spent,” Ives said, adding that hyperscalers could continue to narrow the gap.<a href="https://stocktwits.com/symbol/PLTR">PLTR stock</a> edged 0.6% higher in pre-market trade, while&nbsp;<a href="https://stocktwits.com/symbol/SNOW">SNOW stock</a> was 0.6% higher.&nbsp;<a href="https://stocktwits.com/symbol/CRM">CRM stock</a> rose 0.3%, and&nbsp;<a href="https://stocktwits.com/symbol/ORCL">ORCL stock</a> fell 0.5%.On Stocktwits, retail sentiment around PLTR, SNOW and CRM trended in ‘bearish’ territory over the past day. Meanwhile, sentiment around Oracle fell to ‘bullish’ from the ‘extremely bullish’ zone.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crwv-stock-coreweave-secures-3-7-b-for-ai-expansion-with-convertible-debt-deal/cZtuMHDRB3n">CRWV Stock: CoreWeave Upsizes Convertible Debt Offering To $3.7B</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Dan Ives speaks at BTC, ETH and WLD are Friends on September 16, 2025 in Washington, DC.

Ives pointed to Meta’s roughly 3.5 billion users, noting that companies with large existing user bases have an advantage in monetizing AI.

Dan Ives Says AI Leaders Can't 'Stop The Elevator' With Meta In The 'Ferrari Left Lane' As AI Race Accelerates

Ives pointed to Meta’s roughly 3.5 billion users, noting that companies with large existing user bases have an advantage in monetizing AI.


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Lemonade ($LMND) stock is down over 20% after the company reported Q2 2026 earnings and announced a CFO succession plan, with longtime finance chief Tim Bixby set to transition to the board in January 2027. Are you buying the dip? Vote and explain your reasoning in the comments.

Lemonade ($LMND) is down sharply following Q2 earnings, with the market reacting to a CFO succession announcement alongside the results. Are you buying the dip?

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Lemonade Inc

) is down sharply following Q2 earnings, with the market reacting to a CFO succession announcement alongside the results. Are you buying the dip?

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