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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, rapid growth in its AI compute business, and Musks ambitious revenue outlook fueled bullish enthusiasm. Traders also questioned the valuation and heavy capital spending, with some skeptical that the growth projections are achievable.

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 first-quarter update sharply raised its revenue outlook and improved its gross-margin forecast, citing stronger AI-platform demand. Many traders view the update as a potential validation of growth and a reason for a re-rating, while others question whether the company can deliver consistently and whether the rally will 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 results beat profit expectations, but a softer Q4 outlook and a lower advertising revenue forecast have fueled a selloff amid concerns about slowing growth. Bears see deeper issues with ad execution, engagement and competition, while some bulls view the reaction as overdone given the companys profitability and buybacks.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Reported orders from Alibaba, ByteDance and Tencent for Nvidias export-compliant GPUs have focused attention on Chinese demand despite U.S. restrictions and reported supply limits. Traders also cite strong AI infrastructure spending, including SpaceXs results, as bullish support, while others question whether the spending can earn adequate returns and note Nvidias muted share-price reaction.

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 REGAL Phase 3 trial reaching its 80-event trigger for final analysis; the last disclosed count was 78. The rebound has fueled speculation about an imminent data update or buyout, amplified by the CEOs next chapter remarks and the companys planned ASH presence, while skeptics stress that no new results or deal have been confirmed.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius is caught in a broad selloff in AI infrastructure and neocloud stocks, as traders worry about debt-funded expansion, financing costs, and whether demand can justify the buildout; weakness in CoreWeave and other peers is a frequent point of comparison. Bulls argue that strong compute demand and upcoming earnings could support a recovery, while others see the rebounds as temporary amid continued sector and market pressure.

TOSHI

TOSHI is drawing attention amid a rebound and increased trading activity, with traders watching a repeatedly tested resistance area and speculating about a breakout or short squeeze. Optimism over a possible move higher is countered by concerns that previous rallies have faded; talk of an upcoming announcement or listing remains unconfirmed.

Fervo Energy Co. operates as a energy company. It builds and operates power facilities in extracting geothermal energy. The company was founded by Jack Norbeck and Timothy Latimer in 2017 and is headquartered in Berkeley, CA.

Fervo Energy Co. - Ordinary Shares - Class A

Fervo Energy Co

FRVO is under pressure amid a sharp selloff and debate over a bearish Morpheus Research report questioning Fervos geothermal performance, including water recovery and project economics; some traders also cite analyst rating cuts and transmission constraints. Bulls dispute the report and point to Cape Stations commercial operation and Google power agreement, while skeptics say execution and scalability remain unproven.

Redwire Corp. engages in the development and provision of space and defense technologies and mission-critical solutions for government, commercial, and civil customers. Its offerings include spacecraft platforms, space infrastructure, avionics, sensors and payloads, power generation systems, radio frequency systems, microgravity research and manufacturing technologies, autonomous systems, optical sensors, and digital engineering solutions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Attention is centered on Redwires upcoming Q3 earnings, with traders watching support for a possible double bottom and looking for a catalyst to reverse recent weakness. Some expect a lift from strength in other space stocks, while others remain cautious about low volume and the stocks inability to hold gains.

MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It operates through the following segments: Materials and Magnetics. The Materials segment focuses on the operation of Mountain Pass, which produces refined rare earth oxides and related products, as well as rare earth concentrate products. The Magnetics segment is involved in the operation of Independence Facility, where the company began production of magnetic precursor products. The company was founded by James Henry Litinsky and Michael Rosenthal in 2017 and is headquartered in Las Vegas, NV.

MP Materials Corporation

MP is being discussed amid a broad rare-earth sector selloff and uncertainty over U.S.China negotiations and Chinese rare-earth shipments. Traders are split between near-term concerns about continued weakness and the longer-term case for U.S. supply-chain independence, government backing, and MPs magnet-production ramp.

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Bet on These ETFs to Ride on META's 27% September Jump 

 Meta's 27% September surge puts AI innovation in focus. Explore four ETFs offering exposure to META and the communication services and metaverse themes.

Why Is RDDT Stock Falling Today? Two Things Investors Are Watching

Equity

According to a Wall Street Journal report, Reddit is weighing whether to cut off Google’s access to its content for AI use.


SNAP Stock Plummets Premarket On Growth Concerns: Wall Street Flags High Competition From Instagram, YouTube

Morningstar lowered its price target on SNAP stock to $7 from $9, with a ‘Very High’ Uncertainty rating.

SNAP Stock Rallies On Layoffs, Updated Q1 Outlook — What’s Wall Street Saying?

In a regulatory filing, the Snapchat owner said it would be laying off about 1,000 employees, including 16% of its full-time employees.

Snap Mass Layoffs Landing Today? Report Sends Traders Buzzing As Stock Eyes Third Day Of Gains

The layoffs could be announced on Wednesday, according to a report in tech newsletter Source.com.


Meta To Slash Several Hundred Of Its Workforce Across Reality Labs As Focus Turns To AI Expansion: Report

Most of the layoffs will affect employees in Reality Labs, Meta’s division handling hardware and wearable devices.


Why Did PINS Stock Gain 8% Pre-Market Today? 

Affiliates of Elliott Investment Management are set to invest $1 billion in the company. 


What’s Sending SNAP Shares Up Today?

The social media company said that its direct revenue segment had exceeded a $1 billion annualized revenue run rate, and its global subscription community has crossed 25 million members.


Snapchat Sued By Texas Attor­ney Gen­er­al Over Addictive Features, Child Safety

In a lawsuit filed on Wednesday morning with the District Court of Collin County, Texas, AG Paxton alleged that the social media company knowingly misrepresented Snapchat’s safety to parents and consumers.

Baidu Unveils First Dividend and $5 Billion Buyback Plan: ETFs in Focus 

Baidu unveils its first-ever dividend and a $5 billion buyback plan, signaling a shift toward shareholder returns. ETFs tied to BIDU come into focus.

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Neutral Sentiment

<ul class="summary-bullets"><li>Reddit signed an estimated $60 million-a-year licensing agreement with Google in 2024 that allows the tech giant to use its data to train AI models.</li><li>A Marketbeat report stated that Allspring Global Investments Holdings reduced its stake in the social media company by nearly 60% during the first quarter.</li><li>Last week, Chief Operating Officer Jennifer L. Wong sold around $7.75 million worth of company stock.</li></ul>Reddit (RDDT) was in focus on Wednesday after a report said the social media platform is considering cutting off Google’s access to its content for AI use, while an institutional shareholder reportedly disclosed a substantial reduction in its stake in the company.At the time of writing, the stock was down nearly 6%, and&nbsp;<a href="https://stocktwits.com/symbol/RDDT">RDDT</a> was among the top trending tickers on Stocktwits.<h2 class="st-heading-2">Why Reddit’s Google AI Partnership Is Under Scrutiny</h2>According to a Wall Street Journal <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/business/media/google-search-publishers-ai-content-0fb06e41">report</a>, Reddit is weighing whether to cut off Google’s access to its content for AI use.While Reddit has benefited from licensing its library of user-generated content for AI training, executives are reportedly evaluating whether the arrangement still makes strategic sense if AI-generated responses reduce platform visits. No final decision has been made, according to the report.Reddit signed an estimated $60 million-a-year licensing agreement with Google in 2024 that allows the tech giant to use its data to train AI models.The move reflects growing concerns that Google’s AI-powered search features are reducing traffic to publisher websites by answering user queries directly, limiting referral clicks. According to the report, publishers including USA Today, Politico, Reuters, The Economist, and People are also reassessing their relationships with Google and exploring whether to restrict access to their content.<h2 class="st-heading-2">RDDT: Institutional Selling Adds To Pressure</h2>Separately, a Marketbeat<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.marketbeat.com/instant-alerts/filing-allspring-global-investments-holdings-llc-sells-210403-shares-of-reddit-inc-rddt-2026-07-22/">&nbsp;report</a> on Wednesday stated that institutional investor Allspring Global Investments Holdings reduced its stake in the social media company during the first quarter. Allspring reportedly cut its holdings by 59.4%, selling 210,403 shares and ending the quarter with 144,037 shares valued at about $19.6 million.This comes after Reddit’s Chief Operating Officer Jennifer L. Wong sold around $7.75 million worth of company stock on July 15. The transactions followed the exercise of stock options and were executed under a pre-arranged Rule 10b5-1 trading plan. Wong sold a total of 39,167 Class A shares in multiple transactions at prices ranging from $190.54 to $206.83 per share, according to an SEC filing.<h2 class="st-heading-2">Retail’s Take On RDDT</h2>Retail sentiment remained ‘bearish’ over the past 24 hours for RDDT on Stocktwits, with chatter focused on the company’s valuation.One user said the company could be ‘way overvalued.’<stembedurl>https://stocktwits.com/SkipperBullDolphin/message/659685854</stembedurl>The stock is down more than 23% so far this year.Also read:&nbsp;<a href="https://stocktwits.com/StocktwitsNews/message/659683469">CAPR Stock Eyes 1st Weekly Gain In 5 Weeks: Capricor’s DMD Therapy Faces FDA Panel Review Next Week, Retail Sees 'Excellent Opportunity'</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

The Reddit logo appears on the screen of a smartphone that rests on top of a laptop keyboard in Reno, United States, on November 28, 2024. (Photo by Jaque Silva/NurPhoto via Getty Images)

Reddit (RDDT) was in focus on Wednesday after a report said the social media platform is considering cutting off Google’s access to its content for AI use, while an institutional shareholder reportedly disclosed a substantial reduction in its stake 

Reddit 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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