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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 Q3 earnings beat, first reported profit, and sharp growth in its AI-compute business are driving attention, with traders also reacting to ambitious forward revenue and spending commentary. Many are bullish and anticipate short covering, while others question the valuation, heavy capital expenditure, and whether the AI growth can justify expectations.

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 fiscal Q1 update, which raised its revenue outlook substantially and projected improved gross margins on stronger AI-platform demand, is driving attention. Many traders welcomed the update and speculated about short covering, while others questioned whether the gains would hold given the companys history and ongoing concerns about execution and profitability.

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 earnings expectations, but softer fourth-quarter guidance and slowing revenue growth drove a sharp selloff, with traders also concerned about weaker advertising growth and execution. Bears see evidence of fading growth amid streaming competition, while bulls argue the profitable quarter makes the decline an overreaction.

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 upcoming quarterly results and Musks confirmation that Tesla and SpaceX have formed committees to explore a possible merger are driving attention. Traders debate whether merger prospects could support the stock or remain speculative, while others focus on earnings expectations and Teslas profitability; no deal has been agreed.

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 volatile trading across AI infrastructure and neocloud stocks, with financing and debt concernsespecially spillover from CoreWeavedriving bearish debate. Bulls counter that AI compute demand remains strong and Nebius is better positioned than some peers, while traders watch broader tech spending and earnings for direction.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intels steep pullback and volatile rebounds ahead of earnings are driving discussion, alongside JPMorgans move to Neutral and reports of potential foundry customers. Traders are split between optimism about a foundry turnaround and skepticism over execution, valuation and the dilutive effect of Intels large share offering.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IRENs steep selloff and continued underperformance versus other neocloud and data-center stocks dominate discussion, alongside broader worries about how AI-cloud providers will finance expansion. Co-CEO Daniel Roberts claim that IRENs data centers were built with cash and carry no asset-level debt reassured some traders, while others remain concerned about the stocks weakness and whether any rebound can hold.

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 Chinese tech firms for Nvidias export-compliant GPUs are fueling discussion of strong demand despite U.S. restrictions; traders also note Nvidia may be able to fulfill only a small share of the orders. The community is divided as the stocks muted reaction and recent weakness keep concerns about AI spending, financing risks, and the sustainability of the rally in focus.

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 shares rallied as traders focused on the Phase 3 REGAL AML trial nearing its 80-event threshold, which triggers final analysis; the last disclosed count was 78. Bulls see the approaching milestone and the CEOs upbeat anniversary comments as reasons for optimism and speculate about a buyout, while skeptics note that no new results or deal have been confirmed and attribute the move to volatile trading.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo is drawing attention for sharp, high-beta swings after a steep pullback, with traders debating whether the weakness reflects broader pressure on AI and semiconductor stocks or company-specific concerns such as insider selling and valuation. Bulls point to continued AI data-center demand for its connectivity products and view the dip as a buying opportunity, while others remain cautious about volatility and execution risks in its optical expansion.

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Lowe’s Softens Full-Year Outlook — Firm Faces Pressure In Discretionary DIY Spending

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Lowe’s now expects total 2026 sales of $92 billion compared to the earlier guidance range of $92.0 billion to $94.0 billion.


TTD Stock Tumbles 7% Following Disappointing Quarter — HSBC Downgrades Stock, Cuts Price Target By 50%

According to TheFly, HSBC noted that Trade Desk is staring at an increasingly competitive operating environment across the advertising technology supply chain in the middle of AI-accelerated structural shifts away from the open web.


ACHR Stock Rocketed Over 21% In Pre-Market Today — What’s The Boeing Connection?

Archer Aviation is set to acquire three Boeing subsidiaries, and the two companies have also entered into a collaboration and technology-sharing arrangement.


This Defense Stock Is Down 35% In 2026 – The Company Just Secured A $64.8M Contract From Office Of Naval Intelligence

Leidos’ latest Navy contract will build on its work since 2021 and will help improve operational capabilities, bolster information-sharing security, and boost technology adoption for the Hopper Global Communications Center.

CSCO Stock Clocks Best Week In Nearly 25 Years; HSBC Sees 19% Upside

Cisco stock hit record highs on Friday, driven by robust quarterly earnings performance.

This Analyst Sees A 22% Upside In CSCO Stock Ahead Of Earnings

Jay Woods, chief market strategist at Freedom Capital, sees Cisco's stock jumping to $110 to $120.

HON Stock Jumps After Its Quantum Computing Subsidiary Files For IPO

 Honeywell’s Quantinnum files for IPO. 

PLTR Reports Largest Quarterly Revenue Jump, Quadrupled Profits, But Valuation Concerns Persist

Palantir’s Q2 and 2026 outlook surges past expectations.

PSKY Stock Breaks Six-Day Losing Streak After Morgan Stanley’s Double Upgrade

Morgan Stanley upgrades PSKY to ‘Overweight’.

AAPL Stock Jumps After Strong Q3 Guidance Shows Signs iPhone Maker Is Resilient To Chip Shortages

 AAPL Q3 sales guidance of 14% to 17% jump surpasses expectations of 9%.


ProShares Trust - ProShares S&P 500 Ex-Health Care ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Net sales for the second quarter came in at $25.96 billion compared to the consensus estimate of $26.11 billion, according to Fiscal.ai.</li><li>The firm expects adjusted diluted earnings to come in at the lower end of the earlier guided range of $12.25 to $12.75.</li><li>Its comparable sales for the quarter rose 0.2%, led by strong performance in Pro and home services sales, and a 15.7% growth in online sales.</li></ul>Shares of Lowe’s Companies Inc. (LOW) traded in the red in Wednesday’s pre-market after the company softened its outlook for the full year.The company updated its 2026 outlook and now expects total sales of $92 billion compared to the earlier guidance range of $92.0 to $94.0 billion. Comparable sales is expected to be flat versus the prior year, compared to the earlier guidance of flat to up 2%.<h2 class="st-heading-2">LOW’s Q2 Performance</h2>Net sales for the second quarter (Q2) came in at $25.96 billion compared to the consensus estimate of $26.11 billion, according to Fiscal.ai. The firm’s comparable sales for the quarter rose 0.2%, led by strong performance in Pro and home services sales, and a 15.7% growth in online sales. This was partially offset by persistent DIY macro pressures.CEO Marvin R. Ellison highlighted that sustained growth in Pro, Online and Home Services led to the firm’s fifth consecutive quarter of positive comp sales, despite pressure in discretionary DIY spending.“While the near-term remains dynamic, our teams are executing at a high level, advancing our Total Home strategy and investing to drive growth and profitability,” he said.Adjusted earnings per share stood at $4.4. As of the end of July 2026, Lowe's operated 1,761 stores, representing 196.0 million square feet of retail selling space.The firm now expects adjusted diluted earnings to come in at the lower end of the earlier guided range of $12.25 to $12.75. It stated that the fiscal year 2026 outlook also includes tariff refunds recognized in the second quarter and excludes any additional potential tariff refunds in the second half of the year.<h2 class="st-heading-2">What Retail Thinks About LOW Stock</h2>On Stocktwits, retail sentiment surrounding LOW turned ‘bullish’ from ‘neutral’ a day ago amid high retail chatter.One user on the platform said they intend to buy the stock around $202. The stock is currently trading near $214.<stembedurl>https://stocktwits.com/Scottyknowsall/message/662259937</stembedurl>LOW shares have lost nearly 12% this year.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/mrna-stock-heads-for-its-best-ever-day-after-melanoma-therapy-meets-primary-goal/cZYd0RcRJk6">MRNA Stock Heads For Its Best Ever Day After Melanoma Therapy Meets Primary Goal</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Trending stocks chart. (Image Courtesy: Getty Images)

Lowe’s now expects total 2026 sales of $92 billion compared to the earlier guidance range of $92.0 billion to $94.0 billion.

Lowe's Companies, Inc.

ProShares S&P 500 Ex-Health Care ETF

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