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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 stronger-than-expected quarterly results, first reported public-company profit and rapid growth in AI-compute revenue are driving attention, with traders debating whether the AI business justifies the companys heavy spending. Bulls point to the growth and outlook, while skeptics question cash burn, valuation and upcoming share unlocks; Tesla-merger speculation is an additional topic.

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 quarterly outlook substantially exceeded expectations, with stronger AI-server demand and improved gross margins driving the rally. Traders largely welcomed the update and speculated about a rerating or short covering, while others questioned whether the unaudited figures and margin gains will hold and flagged execution and cash-flow risks.

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. 

SpaceXs results and comments about strong compute demand and scarce capacity have lifted sentiment toward Nebius and other AI cloud providers, challenging oversupply concerns. Bulls see support for the AI infrastructure demand thesis, while bears remain focused on financing risks and the sectors sharp selloff.

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 forward guidance and a lower advertising outlook drove a sharp post-earnings selloff. Traders are split between buying the dip as an overreaction and expecting further weakness amid slowing growth, ad-execution concerns, and streaming competition.

Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

Anticipation of Compass Pathways completing its rolling FDA application for COMP360, its psilocybin therapy for treatment-resistant depression, is driving discussion, alongside expectations that its priority-review voucher could shorten the review process. Many traders are bullish on the positive Phase 3 results and potential launch, while others question the filing timeline and approval prospects and point to volatile trading and broader biotech weakness.

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

SpaceXs strong AI-related results and data-center spending plans, alongside Super Micros sharply higher preliminary sales outlook, fueled discussion of renewed demand for Nvidia hardware and an after-hours rebound; traders also focused on Jensen Huangs GTC Berlin keynote. The reaction is divided, with bullish traders viewing the news as evidence that AI infrastructure spending remains strong while skeptics question its returns and Nvidias ability to sustain momentum.

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The Dows relative strength amid weakness in tech and AI stocks has put DIA in focus, with traders describing a rotation toward blue chips and value while debating whether it signals resilience or just a fragile, narrow rally. Strong corporate earnings helped support the broader rebound, but many remain wary of volatility and persistent market risks.

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 quarterly results beat expectations, but shares sold off as traders focused on a narrowed da Vinci procedure-growth outlook, planned pricing reductions, and a one-time antitrust settlement charge. The community is split between calling the drop an overreaction to otherwise strong results and viewing slower growth and pricing pressure as reasons for caution.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokias upcoming Q3 report is the main focus, with traders debating whether AI and cloud networking demand and recent AI-RAN partnerships will translate into stronger results. Some expect a positive surprise and a rerating, while others point to the stocks recent weakness and doubt that upbeat AI news will overcome pressure from its legacy telecom business.

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

Applied Materials is drawing attention after a sharp selloff tied to investor concerns about its lack of a near-term wafer-fab equipment spending forecast, alongside weakness across semiconductor stocks. Traders are divided between buying an oversold pullback near support and expecting further declines, with the outlook for chipmakers capital spending central to the debate.

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