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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

Starship Flight 14s first orbital attempt, intended to deploy operational Starlink V3 satellites, is driving attention. Traders celebrated the launch and booster recovery but debated whether an engine issue disrupted orbital insertion or payload deployment, while some were disappointed by the muted share-price reaction and raised the risk of a sell-the-news move.

Kodiak Sciences, Inc. is a clinical-stage biopharmaceutical company, which engages in the research, development, and commercialization of therapeutics for retinal diseases. Its product pipeline includes KSI-301 for wet AMD, KSI-301 for diabetic eye disease, KSI-501 for DME and uveitis, KSI-201 for resistant wet AMD, and KSI-401 for dry AMD. The company was founded by Stephen A. Charles and Victor Perlroth in 2009 and is headquartered in Palo Alto, CA.

Kodiak Sciences Inc

Kodiak Sciences shares surged after its Phase 3 DAYBREAK study in wet age-related macular degeneration met primary endpoints for Zenkuda and tabirafusp-ted, with both showing non-inferiority to aflibercept on vision gains. Traders celebrated the results and discussed short-covering, while others cautioned about profit-taking, volatility, and the remaining regulatory and financing risks for a precommercial biotech.

MongoDB, Inc. engages in the development and provision of a general-purpose database platform. The firm's products include MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. It also offers professional services including consulting and training. The company was founded by Eliot Horowitz, Dwight A. Merriman, Kevin P. Ryan, and Geir Magnusson Jr. in 2007 and is headquartered in New York, NY.

MongoDB Inc - Ordinary Shares - Class A

MongoDB Inc

MongoDB shares are under pressure after CEO CJ Desai stepped down to take a senior role at Meta, with former CEO Dev Ittycheria returning as interim chief while the board searches for a permanent replacement. Traders are divided between viewing the sharp selloff as an overreaction, given Ittycherias track record, and worrying that the abrupt leadership change creates uncertainty about the companys direction.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is falling amid a broader software-sector selloff, with traders pointing to weakness in MongoDB, rotation toward chip stocks, and concerns about rates and AI disruption. Some see the move as sector-driven rather than tied to company-specific news and are treating the pullback as a buying opportunity.

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 record expansion of its share-repurchase authorization is the dominant catalyst, with traders viewing it as a confidence signal and support for the shares. Others question the value of buying back stock at elevated valuations and note that authorization does not guarantee purchases.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

A reported 737 MAX navigation-software glitch and FAA review are weighing on Boeing shares, with traders split between calling the issue a manageable, previously disclosed problem and viewing it as renewed safety and quality scrutiny that could affect certification or deliveries. Broader frustration over Boeings execution and production challenges is adding to the selling pressure.

Hedera is a decentralized public network where developers can build secure, fair applications with near real-time consensus. The platform is owned and governed by a council of global innovators including Avery Dennison, Boeing, Deutsche Telekom, DLA Piper, FIS (WorldPay), Google, IBM, LG Electronics, Magalu, Nomura, Swirlds, Tata Communications, University College London (UCL), Wipro, and Zain Group.   The Hedera Consensus Service (HCS) acts as a trust layer for any application or permissioned network and allows for the creation of an immutable and verifiable log of messages. Application messages are submitted to the Hedera network for consensus, given a trusted timestamp, and fairly ordered. Use HCS to track assets across a supply chain, create auditable logs of events in an advertising platform, or even use it as a decentralized ordering service.

Hedera Hashgraph

HBAR is drawing attention after a sharp, high-volume rally and a break above a closely watched resistance level. Traders debate whether the move reflects a short squeeze or enterprise-AI partnership interest involving Hedera, while others warn about overbought conditions and profit-taking.

Amprius Technologies, Inc. engages in the development, manufacture, and market of lithium-ion batteries for mobility applications, including the aviation, electric vehicle and light electric vehicle industries. It operates through the following geographical segments: North America, EMEA, and Asia Pacific. The company was founded by Mark C. Platshon in 2008 and headquartered in Fremont, CA.

Amprius Technologies Inc

Amprius is drawing attention after a U.S. defense grant to convert an existing battery line for high-energy-density drone cells, which traders view as support for domestic production and the companys defense-market prospects. Bulls are enthusiastic, while others caution that the grant funds manufacturing capacity rather than guaranteeing customer orders, and debate whether the news can sustain the stocks move.

London-based Quant Network is set to revolutionise blockchain technology with the development of their blockchain operating system Overledger. The experienced team are determined to fulfil the original vision of the internet by creating an open trusted network for people, machines, and data to operate securely and safely.  Overledger -the first interoperable blockchain operating system that facilitates internet-scale development of decentralised, multi-chain applications. Overledger has the ability to unlock and distribute value and applications across current and future blockchains. It is an agnostic platform that connects the world's networks to blockchains and ensures you're not limited to any single a vendor or technology. Overledger is the only platform that facilitates the development of internet-scales development of decentralised, multi-chain applications.

Quant

Quants reported selection by The Clearing House for its on-chain money initiative is driving attention, alongside discussion of its UK bank tokenized-deposit work. Traders see the institutional adoption as bullish, while others question whether it will create direct demand for QNT tokens and point to the rallys extreme volatility and profit-taking.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Metas sharp pullback is drawing attention after a strong rally tied to enthusiasm for its Muse AI assistant and broader AI-product push. Traders debate whether Muses adoption can justify Metas heavy AI spending, with some viewing the decline as profit-taking after an overheated run and others questioning the rallys staying power.

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LITE Stock Has Run 450% In 12 Months: Ritholtz Wealth CEO Thinks There Is Room For More

$LITE $AAOI $COHR

https://stocktwits.com/news/equity/markets/lite-stock-has-run-450-in-12-months-ritholtz-wealth-ceo-thinks-there-is-room-for-more/cZMO2VcRBam

Mike Sadeghi

AI infrastructure demand continues to strengthen the optical networking growth story, according to Josh Brown.

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LITE Stock Has Run 450% In 12 Months: Ritholtz Wealth CEO Thinks There Is Room For More

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LITE Stock Has Run 450% In 12 Months: Ritholtz Wealth CEO Thinks There Is Room For More



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