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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.

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

A sharp selloff in memory and AI-chip stocks, alongside weakness and volatile selling in South Koreas market, has put SK Hynix under pressure. Traders debate whether concerns about Chinese competition, AI spending and the memory cycle justify further downside, while dip-buyers point to strong fundamentals and low valuations.

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Scholar Rock to Report Third Quarter 2026 Financial Results on November 10, 2026

Scholar Rock (NASDAQ: SRRK) today announced that it will report third quarter 2026 financial results on Tuesday, November 10, 2026, before the financial markets open. The Company will host a conference call and webcast with Scholar Rock management at 8:00 a.m. ET. To access the live audio webcast...

Scholar Rock Reports New Employee Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)

Scholar Rock (NASDAQ: SRRK; the Company) today announced that the Company granted inducement equity awards covering an aggregate of 61,020 shares of its common stock to seven newly hired employees, consisting of inducement stock options to purchase an aggregate of 17,461 shares of common stock and...

Scholar Rock Resubmits Apitegromab Marketing Authorisation Application (MAA) to European Medicines Agency (EMA) for Treatment of Children and Adults with Spinal Muscular Atrophy (SMA)

Scholar Rock (NASDAQ: SRRK), a global biopharmaceutical company dedicated to improving the lives of patients with rare, severe, and debilitating neuromuscular diseases by applying its leading platform in myostatin biology, today announced it has resubmitted the Marketing Authorisation Application...

Kuehn Law Encourages Investors of Scholar Rock Holding Corp to Contact Law Firm

Kuehn Law Encourages Investors of Scholar Rock Holding Corp to Contact Law Firm Kuehn Law Encourages Investors of Scholar Rock Holding Corp to Contact Law FirmPR NewswireNEW YORK, Sept. 30, 2026NEW YORK, Sept. 30, 2026 /PRNewswire/ -- Kuehn Law, PLLC, a shareholder litigation law firm, is...

FDA Decision Watch: BMY, EGTX Face Key Decisions This Week As BFRI, SRRK And MIRM Score Early Approvals

Equity

Bristol Myers Squibb and Egetis await FDA decisions on treatments for heart and rare genetic conditions, while Scholar Rock, Biofrontera and Mirum have already secured regulatory wins ahead of schedule.


Scholar Rock (NASDAQ: SRRK; the Company) today announced that the company granted inducement equity awards covering an aggregate of 83,102 shares of its common stock to ten newly hired employees, consisting of inducement stock options to purchase an aggregate of 23,801 shares of common stock and...

SRRK Shares Pull Back After FDA Approval For Genetic Disease Drug — But Wall Street Hikes Price Targets 

On a call on Monday, the company set a list price of $11,659 per vial of Isembyld, or about $310,000 a year for a typical patient.


Second Time’s The Charm: FDA Clears Scholar Rock’s SMA Drug Ahead Of Deadline, SRRK Soars 15% After-Hours  

FDA approved Isembyld for patients age two and older who already take certain spinal muscular atrophy drugs. 


Scholar Rock Announces FDA Approval of ISEMBYLD (apitegromab-mstn), the First and Only Muscle-Targeted Treatment for Children and Adults with Spinal Muscular Atrophy (SMA)

Scholar Rock (NASDAQ: SRRK), a global biopharmaceutical company dedicated to improving the lives of patients with rare, severe, and debilitating neuromuscular diseases by applying its leading platform in myostatin biology, today announced that the FDA has approved ISEMBYLD (apitegromab-mstn) for...

Scholar Rock Receives FDA Fast Track Designation for Apitegromab Facioscapulohumeral Muscular Dystrophy (FSHD) Program as Participant Dosing Commences in Phase 2 FORGE Trial

Scholar Rock (NASDAQ: SRRK), a global biopharmaceutical company dedicated to improving the lives of patients with rare, severe, and debilitating neuromuscular diseases by applying its world-leading platform in myostatin biology, today announced that the FDA has granted Fast Track and Orphan Drug...

Scholar Rock Holding Corp. is a biopharmaceutical company. It engages in the business of discovering, developing, and delivering innovative medicines for the treatment of serious diseases in which signaling by protein growth factors plays a fundamental role. The company was founded by Timothy A. Springer and Leonard I. Zon in October 2012 and is headquartered in Cambridge, MA.

Scholar Rock Holding Corp

Bearish Sentiment

<ul class="summary-bullets"><li>Bristol Myers Squibb faces an FDA decision on Sept. 30 for expanding Camzyos to adolescents with obstructive hypertrophic cardiomyopathy.</li><li>Scholar Rock’s Isembyld and Biofrontera's (BFRI) Ameluz received FDA clearance ahead of their scheduled late-September PDUFA dates.</li><li>Mirum Pharmaceuticals’ Atebrioz got FDA approval on Friday for patients aged 12-18 with an ultra-rare genetic disease.</li></ul>Biotech and pharmaceutical investors have key U.S. Food and Drug Administration (FDA) events to watch this week, including decisions on treatments for a rare genetic disorder and a heart condition, while several other drugs originally scheduled for late-September decisions have already received regulatory clearance.Bristol Myers Squibb (<a class="mention" data-mention="$BMY" data-symbol-id="BMY" href="https://stocktwits.com/symbol/BMY" target="_blank">BMY</a>) awaits an FDA decision on expanding Camzyos to adolescents with obstructive hypertrophic cardiomyopathy, a condition in which thickened heart muscle blocks blood flow. Stockholm-listed Egetis Therapeutics also faces a decision on Emcitate for MCT8 deficiency, a rare genetic disorder that affects how thyroid hormones reach the brain and other tissues.Meanwhile, Biofrontera (BFRI) and Scholar Rock (SRRK) entered the week with decisions originally scheduled for this period, while Mirum Pharmaceuticals (MIRM) and Incyte (INCY) received FDA approval for Atebrioz late last week.A PDUFA date is the target deadline by which the FDA aims to complete its review of a drug application.<img src="https://news.stocktwits-cdn.com/4_Hpst_fda_decisions_this_week_1_7833148823.png" alt="4Hpst-fda-decisions-this-week- (1).png"><h2 class="st-heading-2">Bristol Myers Awaits Camzyos Label Expansion</h2>The FDA is scheduled to make a decision on Bristol Myers Squibb (<a class="mention" data-mention="$BMY" data-symbol-id="BMY" href="https://stocktwits.com/symbol/BMY" target="_blank">BMY</a>) on September 30. The regulatory body will decide whether to expand the use of Camzyos (Mavacamten) to adolescents ages 12 to under 18 with symptomatic obstructive hypertrophic cardiomyopathy (oHCM).Obstructive HCM is a condition in which the heart muscle becomes abnormally thick, potentially blocking blood flow out of the heart. Patients can experience shortness of breath, fatigue and chest pain.Camzyos is already FDA-approved for certain adults with symptomatic oHCM. Bristol Myers said the safety profile among adolescents was similar to that previously observed in adults.If cleared, Camzyos would become the first cardiac myosin inhibitor approved in the U.S. for adolescents with oHCM, according to the company.<h2 class="st-heading-2">Egetis Awaits FDA Decision On Rare Genetic Disorder Drug</h2>Egetis Therapeutics faces a September 28 decision on Emcitate for MCT8 deficiency.If approved, Emcitate would become the first FDA-approved treatment for MCT8 deficiency in the U.S. The drug is already approved in the European Union, and the FDA has already granted the application Priority Review. Emcitate has also received Breakthrough Therapy, Orphan Drug and Rare Pediatric Disease designations from the FDA.<h2 class="st-heading-2">FDA Already Acted On Several Late-September Decisions</h2>Several other drugs that had been heading toward FDA decisions around this week have already received regulatory clearance.Scholar Rock’s (SRRK) Isembyld was scheduled for a September 30 PDUFA date, but the FDA approved the treatment on Sept. 11 for adults and children aged two years and older with spinal muscular atrophy who are already receiving an SMN2-targeted treatment.Spinal muscular atrophy is a rare genetic disease that causes progressive muscle weakness and loss of motor function. Scholar Rock said Isembyld is the first and only muscle-targeted treatment approved for SMA. However, SRRK shares are down more than 12% since the approval.Biofrontera’s (BFRI) Ameluz also received an FDA decision ahead of its September 28 PDUFA date. The label expansion covers Ameluz photodynamic therapy for superficial basal cell carcinoma, a common form of skin cancer. BFRI shares have seen an even sharper decline, down 23% since the FDA decision on September 14.<h2 class="st-heading-2">Mirum Gets FOP Drug Approval</h2>On Friday, the FDA approved Mirum Pharmaceuticals’ (MIRM) Atebrioz for patients aged 12 and older with fibrodysplasia ossificans progressiva (FOP), an ultra-rare genetic disease that causes bone to form in muscles and other soft tissues, gradually restricting movement.Mirum expects Atebrioz to become available in the U.S. in October.The biotech firm acquired worldwide rights to Atebrioz from Incyte (INCY) earlier this year. Incyte remains eligible for milestone payments and royalties from the drug.MIRM shares closed Friday’s session 0.4% higher and are currently trading up 3% in pre-market.<h2 class="st-heading-2">How Have BFRI, <a class="mention" data-mention="$BMY" data-symbol-id="BMY" href="https://stocktwits.com/symbol/BMY" target="_blank">BMY</a>, SRRK, MIRM And INCY Performed YTD?</h2><img src="https://news.stocktwits-cdn.com/Biotech_63ba5c5882.png" alt="Biotech.png">Among these stocks, Biofrontera (BFRI) has gained the most this year, rising nearly 63%, followed by Incyte (INCY) at more than 22% and Bristol Myers Squibb (<a class="mention" data-mention="$BMY" data-symbol-id="BMY" href="https://stocktwits.com/symbol/BMY" target="_blank">BMY</a>) at about 18%. Scholar Rock (SRRK) and Mirum Pharmaceuticals (MIRM) have each gained roughly 13%.Also read:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/critical-minerals-wrap-crml-grml-surge-on-greenland-deal-us-stockpile-push-accelerates-as-trump-xi-talks-put-rare-earths-in-spotlight/cZMg2lHRBOY">Critical Minerals Wrap: CRML, GRML Surge On Greenland Deal, US Stockpile Push Accelerates As Trump-Xi Talks Put Rare Earths In Spotlight</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

 In this photo illustration, the United States Food and Drug Administration (FDA) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Biotech and pharmaceutical investors have key U.S. Food and Drug Administration (FDA) events to watch this week, including decisions on treatments for a rare genetic disorder and a heart condition, while several other drugs originally scheduled for late-S

FDA Decision Watch: BMY, EGTX Await Key Rulings As BFRI, SRRK, MIRM Win Early Approvals 

Biofrontera Inc

Bristol-Myers Squibb Co.

Incyte Corp.

Mirum Pharmaceuticals Inc

SPDR S&P Biotech ETF

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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? 
 
Drop a comment with when you expect the first cut/hike to be.

Current Price	$41.36
Prev Close	$40.24
Open	$40.38
Dividend Yield	0.00%
50-Day Moving Average	$50.44
Beta	1.21
Avg. Volume	2.17M
PE Ratio	-11.66

52-Week High	$61.76
52-Week Low	$27.07
Market Capitalization	$4.9B
EPS (Annual)	-$3.30
Price to Book	19.28
Revenue Per Employee	$0.00

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