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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 strong quarterly results, including its first reported profit and a sharp expansion in AI-compute revenue, are driving attention and bullish reactions. Traders are debating whether the growth justifies the valuation given heavy AI spending and cash-burn concerns; possible Tesla merger discussions are an additional point of speculation.

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 softer fourth-quarter outlook and reduced advertising and free-cash-flow forecasts overshadowed an earnings beat, sparking a sharp selloff. Traders are split between concerns about slowing growth and streaming competition and views that the reaction is overdone given the companys profitability and buybacks.

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 update sharply raised its sales and gross-margin outlook above expectations, citing stronger AI-platform demand, driving a strong rally and speculation about short covering. Bulls see evidence of accelerating demand and improving profitability, while skeptics are waiting for the full results to confirm execution, margins, and cash flow.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

CEO Paul Pragers comments reaffirming strong demand for future power capacity and progress on TeraWulfs AI data-center buildout have fueled renewed interest, with traders also emphasizing the companys power-and-hosting model versus GPU-owning neoclouds. The sharp rebound has drawn bullish calls that the selloff was overdone, while skeptics question whether financing, delivery, and follow-through will support a lasting recovery.

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

Traders are focused on the pending Phase 3 REGAL trial final analysis for SELLASs GPS therapy, which is triggered at 80 survival events; the last publicly cited count was 78, and no new milestone or results are confirmed in the discussion. The stocks sharp, high-volume rebound has fueled hopes of an imminent update and speculation about a short squeeze or buyout, while others caution that the move may be trading activity without a new catalyst and that the readout remains uncertain.

Corning, Inc. engages in the provision of glass for notebook computers, flat panel desktop monitors, display televisions, and other information display applications, carrier network and enterprise network products for the telecommunications industry, ceramic substrates for gasoline and diesel engines in automotive and heavy-duty vehicle markets, laboratory products for the scientific community and polymer products for biotechnology applications, optical materials for the semiconductor industry and the scientific community, and polycrystalline silicon products and other technologies. It operates through the following segments: Optical Communications, Display, Specialty Materials, Automotive, and Life Sciences. The Optical Communications segment is classified into two main product groupings: carrier and enterprise network. The carrier network group consists of products and solutions for optical-based communications infrastructure for services such as video, data, and voice communications. The enterprise network group consists primarily of optical-based communication networks sold to businesses, governments, and individuals for their own use. The Display Technologies segment manufactures glass substrates for flat panel displays, including organic light-emitting diodes and liquid crystal displays that are used primarily in televisions, notebook computers, desktop monitors, tablets, and handheld devices. The Specialty Materials segment is involved in the manufacture of products that provide material formulations for glass, glass ceramics and crystals, and precision metrology instruments and software. The Automotive segment manufactures ceramic substrates and filter products for emissions control in mobile applications around the world as well as technical glass and optic products and solutions for the interior and exterior of vehicles. The Life Sciences segment develops, manufactures, and supplies laboratory products. The company was founded by Amory Houghton Sr. in 1851 and is headquartered in Corning, NY.

Corning, Inc.

Corning shares are drawing attention amid concerns about dilution from its at-the-market share offering and weakness across AI-related optical stocks. Traders are divided between selling pressure and the view that long-term fiber demand from AI data centers and telecom deals supports the business.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co

Disney is drawing attention for a steady share-price rebound, with traders watching whether it can clear technical resistance or will stall and give back gains. Bullish options activity and anticipation of the scheduled earnings report are supporting the positive tone, though views remain divided.

GE Aerospace is an American aircraft company, which engages in the provision of jet and turboprop engines, as well as integrated systems for commercial, military, business, and general aviation aircraft. The firm's portfolio of brands includes Avio Aero, Unison, GE Additive, and Dowty Propellers. It operates through the following segments: Commercial Engines and Services, Defense and Propulsion Technologies, and Corporate and Other. The Commercial Engines and Services segment is involved in the design, development, manufacturing, and servicing of jet engines for commercial airframes, as well as business aviation and aeroderivative applications. The Defense and Propulsion Technologies segment offers defense engines and critical aircraft systems. The Corporate and Other segment relates to corporate functions and operations costs. The company was founded by Thomas Alva Edison in 1878 and is headquartered in Evendale, OH.

GE Aerospace

GE is selling off despite beating quarterly estimates and raising its outlook, as traders focus on cost pressures, weaker cash conversion, and supply-chain constraints. The community is split between dip buyers citing strong demand and backlog and skeptics pointing to repeated post-earnings declines and concerns about whether growth will translate into returns.

Kyverna Therapeutics, Inc. is a cell therapy clinical-stage biotechnology company, which engages in the provision of treatments and potential cures for serious autoimmune diseases. The company was founded in June 2018 and is headquartered in Emeryville, CA.

Kyverna Therapeutics Inc.

Kyvernas miv-cel clinical updates are drawing attention, led by positive registrational-trial results in stiff person syndrome and encouraging longer-term data in myasthenia gravis, as the company advances toward an FDA filing. Traders are bullish on the therapys potential but debate the stocks volatile, fading reaction, including concerns about possible dilution and serious adverse events.

Omeros Corp. operates as a biopharmaceutical company, which engages in the research, discovery, development, and commercialization of small-molecule and protein therapeutics targeting immunologic diseases. It also offers orphan indications targeting inflammation, coagulopathies, and disorders of the central nervous system. The company was founded by Gregory A. Demopulos and Pamela Pierce Palmer on June 16, 1994 and is headquartered in Seattle, WA.

Omeros Corporation

Omeros Corp

The CHMP upheld its negative opinion on Omeros European marketing application for YARTEMLEA, prompting concern about the lost EU opportunity and a selloff. Some traders view the reaction as an overreaction and point to U.S. launch demand and upcoming sales results as the key test, while others remain wary about whether U.S. growth can offset the setback.

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Akamai Technologies (AKAM) Surpasses Market Returns: Some Facts Worth Knowing

Akamai Technologies (AKAM) concluded the recent trading session at $89.63, signifying a +2.73% move from its prior day's close.

AKAM vs. ANET: Which AI Infrastructure Stock is the Better Buy Now?

Akamai and Arista are tapping into the AI infrastructure boom, but differences in growth prospects, profitability and valuation could shape which stock has the edge.

Can Akamai's Expanding Cloud Business Boost Its Competitive Edge?

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ASML Q3 Earnings Beat on Strong Upgrade Demand, Revenues Miss

ASML's Q3 2026 earnings beat estimates despite a revenue miss, as AI-driven lithography demand, surging upgrade sales and higher margins fueled growth.

Akamai Technologies (AKAM) Falls More Steeply Than Broader Market: What Investors Need to Know

Akamai Technologies (AKAM) closed the most recent trading day at $99.93, moving 1.69% from the previous trading session.

Akamai Technologies (AKAM) Registers a Bigger Fall Than the Market: Important Facts to Note

In the most recent trading session, Akamai Technologies (AKAM) closed at $104.61, indicating a -3.69% shift from the previous trading day.

Should You Stay Cautious About AKAM Stock Despite AI Cloud Momentum?

Akamai's AI cloud momentum and security growth brighten long-term prospects, but margin pressure, delivery weakness and heavy capex warrant caution.

BEKE vs. AKAM: Which Stock Is the Better Value Option?

Why Akamai Technologies (AKAM) Dipped More Than Broader Market Today

Akamai Technologies (AKAM) reached $106.35 at the closing of the latest trading day, reflecting a -1.94% change compared to its last close.

Post-Quantum Security Market Forecast to Grow 46% a Year to 2030

Post-Quantum Security Market Forecast to Grow 46% a Year to 2030 Post-Quantum Security Market Forecast to Grow 46% a Year to 2030PR NewswireVANCOUVER, BC, Sept. 30, 2026VANCOUVER, BC, Sept. 30, 2026 /PRNewswire/ -- American News GroupNews Commentary- The encryption protecting today's data has a...

Akamai Technologies, Inc. is the cybersecurity and cloud computing company that powers and protects business online. The market security solutions, superior threat intelligence, and global operations team provide defense in depth to safeguard enterprise data and applications everywhere. The firm full-stack cloud computing solutions deliver performance and affordability on the world’s most distributed platform. The global enterprises trust Akamai to provide the industry reliability, scale, and expertise they need to grow their business with confidence. The company was founded by Frank T. Leighton, Jonathan Seelig, Randall S. Kaplan, and Daniel M. Lewin on August 20, 1998 and is headquartered in Cambridge, MA.

Akamai Technologies Inc

AKAM’s $11.6B Anthropic Deal Has Wall Street Rethinking The Stock — What Analysts See

Equity

Bearish Sentiment

<ul class="summary-bullets"><li>Morgan Stanley expects Akamai’s revenue growth to reach about 16%, up from 5% in 2025.</li><li>DA Davidson says demand is building across AI workloads, including robotics, voice agents, and real-time video.</li><li>Oppenheimer estimates Akamai could spend about $5.5 billion to build the capacity needed for the deal.</li></ul><p>Akamai Technologies (<a class="mention" data-mention="$AKAM" data-symbol-id="AKAM" href="https://stocktwits.com/symbol/AKAM" target="_blank">AKAM</a>) is drawing strong attention on Wall Street after signing an $11.6 billion deal with frontier artificial intelligence platform Anthropic for additional computing capacity over the next seven years. Shares briefly jumped around 14% in morning trade before paring the gains to about 5% at the time of writing on Friday.</p><h2 class="st-heading-2">Morgan Stanley Sees Faster Growth</h2><p>Morgan Stanley maintained an Overweight rating and a $165 price target on Akamai. The firm said bookings momentum in Cloud Infrastructure Services increasingly validates the view that Akamai’s structural growth profile is improving.</p><p>Based on management’s expectation that the latest deal could add between $150 million and $300 million in 2027, Morgan Stanley expects Akamai’s revenue growth estimates to rise from 12.5% to about 16%. That compares with 5% revenue growth reported in 2025.</p><h2 class="st-heading-2">DA Davidson Highlights AI Workloads</h2><p>DA Davidson maintained a Buy rating and a $185 price target. The firm said Akamai will provide dedicated cloud computing capacity and related managed support services to support Anthropic’s accelerating CPU workload demands.</p><p>The firm also highlighted Akamai Cloud’s broader applications, including conversational voice agents, robotics and physical AI, real-time virtual world generation and rendering for simulations, and real-time AI video intelligence for CCTV feeds.</p><h2 class="st-heading-2">Oppenheimer Estimates $5.5B CapEx</h2><p>Oppenheimer maintained an Outperform rating and a $180 price target. The firm estimates that Anthropic’s roughly $1.7 billion contracted run-rate implies about 77 megawatts of capacity, based on an average of about $22 million in annual revenue per megawatt.</p><p>That would put Akamai’s planned $5.5 billion capital expenditure build at about $70 million per megawatt. Oppenheimer said the $1.7 billion memory pre-buy accounts for part of that build, with the remaining capital spending estimated at about $3.8 billion.</p><h2 class="st-heading-2">UBS, RBC Raise Their Targets</h2><p>UBS raised its price target on Akamai to $148 from $143 while maintaining a Neutral rating.</p><p>RBC Capital kept its Sector Perform rating and $135 price target. The firm called Cloud Infrastructure Services momentum encouraging, saying the Anthropic agreement further validates Akamai’s AI infrastructure strategy and meaningfully expands its addressable opportunity.</p><p>RBC also said the deal is boosting its revenue and capital expenditure estimates based on the agreement's economics and continued sales execution, while adding that the risk-reward on the stock looks balanced.</p><h2 class="st-heading-2">Guggenheim Sees $20B Potential</h2><p>Guggenheim raised its price target to $225 from $190 and maintained a Buy rating. The firm said Akamai’s relationship with Anthropic now includes $11.6 billion of contractual commitments.</p><h2 class="st-heading-2"><a class="mention" data-mention="$AKAM" data-symbol-id="AKAM" href="https://stocktwits.com/symbol/AKAM" target="_blank">AKAM</a> Stock: Stocktwits Retail Views</h2><p>On Stocktwits, retail sentiment for <a class="mention" data-mention="$AKAM" data-symbol-id="AKAM" href="https://stocktwits.com/symbol/AKAM" target="_blank">AKAM</a> improved to ‘extremely bullish’ from ‘bullish’ in the past 24 hours, while message volume was ‘extremely high.’</p><p><a class="mention" data-mention="$AKAM" data-symbol-id="AKAM" href="https://stocktwits.com/symbol/AKAM" target="_blank">AKAM</a> stock has gained over 30% year-to-date.&nbsp;</p><p>Also Read:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crwd-stock-slips-us-department-of-justice-reportedly-closes-investigation-of-crowd-strike-deals/cZMO196RBOk">CRWD Stock Slips: US Department Of Justice Reportedly Closes Investigation Of CrowdStrike Deals</a>&nbsp;</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In this photo illustration, the Akamai Technologies logo is seen displayed on a smartphone screen

Morgan Stanley expects Akamai’s revenue growth to reach about 16%, up from 5% in 2025.

Analysts see the AI infrastructure deal accelerating Akamai’s growth, while the company ramps up spending to meet Anthropic’s computing demand.

Anthropic

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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.

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