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Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Traders largely attribute NVAXs sharp rise to speculation around reports of a Russian plague outbreak, with vaccine-stock sympathy and pandemic-era comparisons fueling attention; others note plague is bacterial and see no direct link to Novavax. Short-squeeze and breakout chatter is widespread, but the messages point to speculation and momentum rather than a confirmed company-specific catalyst.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

New 24-month HOPE-3 open-label-extension data showing slower upper-limb decline after patients switched to deramiocel has focused attention on CAPR, but shares fell as traders debated whether the evidence will satisfy the FDA. Bulls view the results as supportive, while skeptics point to statistical uncertainty and the nonrandomized extension study, alongside an analysts expectation of a possible CRL; some traders attribute the decline to short pressure.

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

Nvidias return to record highs and push through resistance has fueled breakout enthusiasm, with bulls citing the AI growth story and buybacks while skeptics point to valuation, rising yields, and concerns about AI spending and choppy follow-through.

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 sharp breakout has traders pointing to momentum, Morgan Stanleys bullish valuation view and Musks proposed AI-unit rebrand to SpaceXSI; bulls cite continued buying and possible short-covering, while skeptics question the valuation against the companys losses and warn about upcoming share unlocks.

Joby Aviation, Inc. is a transportation company, which engages in developing an all-electric, vertical take-off and landing aircraft that intends to operate as a commercial passenger aircraft. The company was founded by Bevirt Joebenn in 2009 and is headquartered in Santa Cruz, CA.

Joby Aviation Inc

An adverse jury verdict in Jobys Aerosonic case is adding pressure to shares, while traders also worry that FAA certification could take longer than hoped and prolong cash burn or require more financing. Bulls counter that Texas eIPP flights, autonomous-flight milestones and ongoing certification work support the longer-term commercialization case.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Toshibas plan to expand hard-disk-drive capacity has fueled concern about future storage supply and dragged SNDK and other memory stocks lower, though traders debate whether HDD competition has much bearing on SanDisks NAND business. Bulls point to AI-driven demand and tight NAND supply as reasons the selloff may be overdone, while others cite profit-taking, macro worries, and weak price action.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Modernas rally is tied mainly to positive Phase 3 results for its Merck-partnered melanoma vaccine, with Nasdaq-100 inclusion adding to the attention. Bulls point to the broader oncology platform and possible short covering, while bears argue the run-up has outpaced the evidence and valuationan argument sharpened by Citis Sell downgrade.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Upcoming quarterly earnings are the main focus, with traders debating whether recurring lease growth and continued data-center execution can offset a likely drop in revenue tied to lumpy tenant fit-out work. A recent 75 MW Polaris Forge 1 milestone has bolstered bullish views, but others remain frustrated by the stocks weakness and point to high yields and pressure across data-center stocks.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as smartphones, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

Elon Musks confirmation of discussions between TSMC and his Terafab project for potential Texas chip-manufacturing cooperation is a key focus as TSM shares push to new highs. Traders are upbeat about a possible role supplying Tesla, SpaceX and xAI, but emphasize that no deal is finalized and debate whether TSMC would supplement rather than replace Intel.

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

Redwires follow-on Axiom Space contract for two solar-array wings for the stations second module is drawing attention, with bulls viewing it as additional space-infrastructure business. Traders are frustrated that the shares are falling despite the positive announcement, debating whether the weakness reflects selling the news and persistent supply pressure.

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Chief Executive Officer Elon Musk may soon rename the artificial intelligence unit at Space Exploration Technologies(the company known as SpaceX).

https://www.earlybird.email/p/elon-musk-wants-to-rename-spacexai-to-spacexsi-what-it-means

Chief Executive Officer Elon Musk may soon rename the artificial intelligence unit at Space Exploration Technologies(the company known as SpaceX).

Early Bird

Musk's Weird SpaceX Idea 🚀

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Chief Executive Officer Elon Musk may soon rename the artificial intelligence unit at Space Exploration Technologies(the company known as SpaceX).



@EarlyBirdEmail  
 
Schumer &amp; Bernie Sanders&#39; position on AI will lower GDP and lose the AI race (meaning economic power / world leadership) to China....vs self-regulation by industry. 
 
The whole anti-AI fear and anti-data center movement campaigns are exactly what China wants so they can try to take the lead, and I’m sure they are financing and promoting that.  
 
https://www.foxbusiness.com/technology/elon-musk-rebrands-spacexai-following-trump-directive

SpaceX CEO Elon Musk said SpaceXAI will become SpaceXSI after President Donald Trump called for a shift toward the term "Super Intelligence."

Fox Business

Elon Musk rebrands SpaceXAI following Trump directive

StockTwits Web

  
 
Schumer & Bernie Sanders' position on AI will lower GDP and lose the AI race (meaning economic power / world leadership) to China....vs self-regulation by industry. 
 
The whole anti-AI fear and anti-data center movement campaigns are exactly what China wants so they can try to take the lead, and I’m sure they are financing and promoting that.  
 
