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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 quarterly results topped expectations and marked its first profit since its IPO, with rapid growth in its AI-compute business and plans for heavy infrastructure spending driving attention. Many traders welcomed the growth and outlook, while others questioned the valuation, spending and share-unlock risk; discussion of a possible Tesla merger added speculation, but no deal is assured.

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 and gross-margin outlook, citing stronger AI-platform demand, sparking a surge in shares. Traders largely welcomed the update as evidence of robust AI-server demand and anticipated short covering, while some questioned whether the gains would hold given the companys execution and credibility 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 earnings beat was overshadowed by softer fourth-quarter guidance, slowing revenue growth and a reduced advertising outlook, prompting a sharp selloff. Traders are debating whether the drop reflects worsening growth prospects or an overreaction to the outlook, with some pointing to continued profitability as a reason to buy the dip.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Teslas rebound is drawing attention amid confirmed formation of special committees to explore a potential SpaceX merger, though Musk said a deal is uncertain and would require shareholder support. Traders are split between enthusiasm over possible synergies and skepticism about the terms and timing, while positioning around Teslas Q3 earnings adds volatility.

SK hynix, Inc. engages in the design, manufacture, and sale of semiconductor products. Its products include dynamic random access memory, not-AND flash memory, and multi-chip package. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is being swept up in a sharp memory-chip and Korean-market selloff, with traders citing KOSPI weakness, foreign selling, and fears about Chinese competition and the durability of the AI-driven memory cycle. Bulls argue the decline is excessive given strong memory demand and low valuations, while bears see further downside risk from cyclical and oversupply concerns.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Q3 earnings expectations dominate, with traders debating whether results and guidance can support Bloom Energys premium valuation after a sharp pullback. Bulls point to fuel-cell demand from AI data centers, while skeptics cite valuation risk and broader weakness in AI-related stocks.

Myriad Genetics, Inc. is a molecular diagnostics and precision medicine company committed to advancing health and well-being for all. It develops and commercializes molecular tests that help patients and providers uncover genetic insights. The company was founded by Walter A. Gilbert, Mark H. Skolnick, and Peter D. Meldrum in May 1991 and is headquartered in Salt Lake City, UT.

Myriad Genetics, Inc.

Myriads sharp rally is driven mainly by its agreement to sell its prenatal testing business to Labcorp for $210 million in cash plus inventory value, which traders view as a major cash infusion and a shift toward oncology. Bulls see the deal as a balance-sheet and strategic positive, while skeptics argue that selling a revenue-generating unit leaves a smaller business with ongoing debt and execution concerns.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

The FDAs acceptance of REZZAYOs supplemental application for Priority Review is drawing attention, with traders focused on a possible expansion into invasive-fungal-disease prevention and the pending FDA decision. Optimism about that opportunity is tempered by concerns over DefenCath reimbursement and adoption, management execution, and the stocks muted response to positive developments.

Braze, Inc. operates a customer relationship management platform for mobile applications. Its application combines messaging, audience segmentation, analytics and user support in a single integrated solution. The firm offers push notifications, email, in-app messages, and news feed services. The company was founded by Mark Ghermezian, William Magnuson, and Jonathan Hyman on March 28, 2011 and is headquartered in New York, NY.

Braze Inc - Ordinary Shares - Class A

Braze Inc

Salesforces agreed cash acquisition of Braze at a substantial premium is driving the sharp share-price surge, with traders celebrating the buyout while weighing the remaining merger-arbitrage spread and the long wait for the deal to close. Analysts post-deal downgrades have also prompted discussion, though some view the transaction as a win for shareholders and a potential boost to software-sector deal activity.

Rapport Therapeutics, Inc. engages in the discovery and development of transformational small molecule medicines for patients suffering from central nervous system disorders. It develops the RAP (receptor associated proteins) technology platform. The company was founded by Steven M. Paul and David Bredt in February 2022 and is headquartered in Boston, MA.

Rapport Therapeutics Inc.

Rapport Therapeutics Inc

Rapports RAP-219 Phase 2 trial in acute bipolar mania met its primary and secondary endpoints, prompting a burst of bullish interest. Traders are divided over whether the efficacy is strong enough to outweigh concerns about agitation and higher treatment discontinuations, with the initial rally fading amid profit-taking and short-selling.

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SPCX Stock Climbs After Trump Discloses SpaceX Stake — Goldman Sees Musk’s Terafab Fueling A $281B Chip Boom 

Equity

The White House said independent institutions made the investment without Trump’s input.

SPCX Stock Slides Overnight: Musk Maps Falcon Wind-Down For Starship — Rare ‘Sell’ Call Sees 27% Downside

 Falcon’s retirement could worsen a global launch-capacity shortage as rivals struggle to scale.

Here's What You Need to Know About SpaceX Investing & ETFs

SpaceX's strong rebound, institutional interest and AI ambitions have renewed investor optimism. Here's a guide to SpaceX-focused ETFs.

Top-Performing Leveraged ETFs of July 

July's top leveraged ETFs delivered triple-digit gains as SpaceX, PayPal and Chinese tech drove outsized moves amid volatile markets.

SPCX Stock Extends Post-IPO Rout: Starship Launch Scrub Deepens Slide As Short Sellers Build $25B Bear Bet 

KeyBanc expects major stock unlocks beginning around Q2 earnings, potentially expanding tradable supply sharply.

Michael Burry Is Neither Short Nor Long SPCX — Says 'No Thank You' To Tempting Puts, Shuts Down Discord Rumors

The “Big Short” investor passed on a "tempting" bearish SPCX put trade, saying he'd rather see the stock settle in the mid-$200s than bet against it.

DXYZ, NASA, VCX Slip Overnight: SpaceX IPO Buyers Get Tiny Allocations, Rush To Take Profits

Robinhood said all 855,424 IPO applicants received shares, though many investors reported receiving as little as one share.

Tidal Trust II - Defiance Daily Target 2X Short SPCX ETF

Bearish Sentiment

<ul class="summary-bullets"><li>Trump’s portfolio purchased between $15,001 and $50,000 of SpaceX shares less than two weeks after its record IPO.</li><li>Trump recently ordered agencies to help lift U.S. launches and reentries above 1,000 annually by 2030.</li><li>Goldman expects global chip-equipment spending to rise from $150 billion in 2026 to $281 billion by 2028.</li></ul>Shares of SpaceX (SPCX) climbed 1% overnight heading into Tuesday after U.S. President Donald Trump disclosed an investment of as much as $50,000 in Elon Musk’s company, while Goldman Sachs projected the global chip-equipment market would reach $281 billion by 2028.<a href="https://stocktwits.com/symbol/SPCX">SPCX stock</a> fell over 1% on Monday, but shares are still up 24% for the month.&nbsp;<h2 class="st-heading-2">Trump Discloses Stake In SpaceX</h2>Trump’s portfolio acquired between $15,001 and $50,000 of SpaceX shares on June 23, less than two weeks after the company’s record U.S. IPO valued it at $1.77 trillion. The transaction was one of more than 1,000 trades disclosed for June.The White House said Trump did not direct the purchase. Third-party financial institutions independently manage his portfolio by tracking “recognized indexes, such as the Schwab 1000.”“Neither President Trump nor any member of his family has any ability to direct, influence or provide input regarding how the portfolio is invested or when investments are bought or sold,” spokesperson Davis Ingle&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/legal/government/trump-bought-shares-elon-musks-spacex-june-financial-disclosure-shows-2026-08-24/">told</a> Reuters. The stake is notable since SpaceX is a major military contractor that depends on federal approvals for its expanding launch operations.Last week, Trump ordered agencies to help lift annual U.S. launches and reentries above 1,000 by 2030. Faster permitting, additional launch sites, priority airspace and clearer range scheduling could all benefit SpaceX, the country’s dominant launch provider.<h2 class="st-heading-2">SpaceX’s Next Frontier Is Chips</h2>Goldman Sachs raised its global wafer fabrication equipment forecasts after semiconductor companies signaled stronger capital spending during the second-quarter earnings season. The bank now expects spending on chipmaking tools to rise 36% to $150 billion in 2026, 45% to $218 billion in 2027 and 29% to $281 billion in 2028.DRAM, including high-bandwidth memory for AI, and advanced foundries should drive near-term growth, followed by NAND and logic. Futurum Equities Chief Market Strategist Shay Boloor&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/StockSavvyShay/status/2091929175875858567">noted on X</a> that Elon Musk’s Terafab is “already becoming a major new driver of chip-equipment demand,” with Goldman now incorporating its $16.8 billion first phase, tied to SpaceX and Tesla, into its forecasts.&nbsp;Planned for Grimes County, Texas, Terafab would combine logic, memory, packaging and testing using Intel’s 14A technology. Tesla will lead research and prototyping, while SpaceX will oversee high-volume manufacturing. Its chips are intended for Optimus robots, Cybercabs and orbital data centers. The completed complex could span more than 100 million square feet, employ at least 3,000 people initially and become what Musk calls “the largest and most valuable building on Earth.”UBS estimates Terafab could generate $135 billion in chipmaking-equipment demand over five years, potentially making it a TSMC-scale buyer.<h2 class="st-heading-2">How Do Retail Traders Feel About SPCX?</h2>On Stocktwits, retail sentiment for SPCX was ‘bearish’ amid a 6% rise in 24-hour message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/spcx_ss_0404f0b040.png" alt="spcx ss.png" width="653" height="345"><figcaption>SPCX sentiment and message volume as of August 25 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/nickshawz/message/662758299">said</a>, “$SPCX $150 tomorrow please. It’s about time semis and tech bouncing back.”<stembedurl>https://stocktwits.com/nickshawz/message/662758299</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/Evilredphoto/message/662754343">said</a>, “$SPCX I dont know whats gonna happen but its been making higher lows the last few days.”<stembedurl>https://stocktwits.com/Evilredphoto/message/662754343</stembedurl>SPCX stock has declined 16% over the past year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ibrx-founder-new-trial-unstoppable-cancer-treatment-push/cZYkfkmRJ8T">IBRX Stock Extends 3-Day Slide — Founder Teases New Trial In ‘Unstoppable’ Cancer-Treatment Push&nbsp;</a>

The SpaceX logo is displayed on the screen of a smartphone placed on a reflective surface onto which a space illustration is projected on June 2, 2026. (Photo by Samuel Boivin/NurPhoto via Getty Images)

SPCX Stock Climbs After Trump Discloses SpaceX Stake — Goldman Sees Musk’s Terafab Fueling A $281B Chip Boom

Tradr 2X Short SpaceX Daily ETF

Leverage Shares 2x Long SPCX Daily ETF

Tradr 2X Long SpaceX Daily ETF

Tidal Trust II - Defiance Daily Target 2X Short SpaceX ETF

Taiwan Semiconductor Manufacturing - ADR

Hold rates steady

Cut 25 bps

Hike 25 bps

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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SPCQ Tidal Trust II - Defiance Daily Target 2X Short SpaceX ETF

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