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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 and rapid growth in its AI compute business are driving attention, alongside Musks ambitious plans to expand capacity and revenue. Many traders are bullish on the AI demand outlook, while skeptics question the valuation, heavy spending and scale of those projections; a possible Tesla merger is also part of the discussion.

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 earnings beat was overshadowed by a softer fourth-quarter outlook and a cut to its advertising revenue forecast, renewing concerns about slowing growth. Traders are divided between buying the selloff and fearing further weakness amid competition and questions about subscriber engagement.

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 revenue and gross-margin outlook on stronger AI-platform demand, driving a strong after-hours rally and optimism about the broader AI server market. Traders largely welcomed the update and discussed a possible short squeeze, while others questioned whether margins, cash flow and execution can sustain the gains.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons sharp rebound followed Morgan Stanley naming it a top pick, citing stronger expected AWS growth and AI-related opportunities; traders also pointed to the Trainium software announcement ahead of earnings. Sentiment is mostly bullish, though some question whether the rally can hold near resistance and remain wary of heavy AI spending and the earnings test.

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

The FAAs certification of Boeings long-delayed 737 MAX 10 is the main catalyst, with bulls viewing it as a step toward unlocking deliveries and cash generation. Many traders are disappointed by the muted share-price reaction and argue that a sustained production and delivery rampnot certification aloneis needed to improve the outlook.

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 defending TeraWulfs powered-shell model and saying its AI data-center buildout remains on track have fueled a high-volume rebound, with traders emphasizing strong power demand and the distinction from GPU-owning neoclouds. The community is divided on whether the move signals a lasting reversal or a relief bounce, citing ongoing financing concerns and weakness across AI infrastructure stocks.

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 Aerospaces Q3 earnings beat and higher outlook are being overshadowed by a sharp selloff, with traders pointing to weaker cash conversion, rising costs and an insurance loss. The reaction has frustrated bullish holders and fueled debate over whether the drop is a buying opportunity or reflects high expectations and persistent pressure after earnings beats.

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

IREN is under pressure alongside AI neocloud stocks amid funding concerns, though co-CEO Daniel Roberts says its data centers were built with cash and carry no debt. Traders are split between viewing that reassurance and oversold conditions as support for a rebound and worrying about continued weakness and broader sector risks.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products include diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly on May 10, 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

LLYs breakout to record highs is drawing attention ahead of its third-quarter report, with traders citing analyst upgrades and expectations for strong Mounjaro and Zepbound demand and higher guidance. Bullish momentum and healthcare-sector rotation are prominent, though some traders warn the rally may fade or that optimism is already priced in.

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 reported results and rapid AI-business growth sparked discussion of continued data-center spending, with traders linking the sentiment to demand for Nvidia hardware; Super Micros stronger preliminary sales outlook added support to the AI-infrastructure theme. Bulls viewed the developments as evidence demand remains strong, while skeptics questioned whether heavy AI spending will earn adequate returns and whether the rebound can last.

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Futures Slip As Korean Data Center IPO Faceplant Revives Tech Rout, French Spread Blows Out

Futures Slip As Korean Data Center IPO Faceplant Revives Tech Rout, French Spread Blows Out

 US futures are lower, led by the Nasdaq, as Monday's AI relief bounce fizzled overnight after South Korean data-center firm Elice cratered more than 30% in its trading debut, reviving doubts...

ALVO Stock Jumps On Double Upgrade — Why Barclays Sees A 59% Upside

Equity

Barclays analyst Glen Santangelo raised the stock to Overweight from Underweight and lifted his target to $8 from $4.


Napco Security Technologies Posts Upbeat Q4 Results, Joins Alvotech, Rum Group And Other Big Stocks Moving Higher On Monday

The text discusses recent gains in the stock market, particularly for companies like Napco Security Technologies and SuperX AI Technology. US stocks were mixed, with the Dow Jones index gaining 150 points. Napco Security Technologies rose after better-than-expected results. Other big gainers...

Alvotech (ALVO) Reports Q2 Loss, Beats Revenue Estimates

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Mirum Pharmaceuticals, Inc. (MIRM) Reports Q2 Loss, Beats Revenue Estimates

Mirum Pharmaceuticals (MIRM) delivered earnings and revenue surprises of -3.90% and +6.97%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Harmony Biosciences Holdings, Inc. (HRMY) Beats Q2 Earnings and Revenue Estimates

Harmony Biosciences (HRMY) delivered earnings and revenue surprises of +31.96% and +3.46%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Dave and Buster's Reports Downbeat Q1 Earnings, Joins Alvotech And Other Big Stocks Moving Lower In Tuesday's Pre-Market Session

US stock futures up 0.1%, Dave and Buster's (PLAY) down 13.4% pre-market due to lower earnings; other stocks declining in pre-market tradingread more...

Alvotech (ALVO) Receives FDA Form 483 Following Routine Facility Inspection

Alvotech (ALVO) Receives FDA Form 483 Following Routine Facility Inspection...

Alvotech is a biotechnology company, which engages in the development and manufacture of biosimilar medicines. The firm is focusing on the development of its product candidates. It operates through the following geographical segments: Europe, North America, Asia, and Other. The company was founded by Róbert Vilhelm Wessman in 2013 and is headquartered in Luxembourg.

Alvotech

Bearish Sentiment

<ul class="summary-bullets"><li>Santangelo now sees a favorable risk-reward into a cluster of U.S.Food and Drug Administration (FDA) decisions due by December 4 or sooner.</li><li>He states the stock, after a steep two-year slide from its 2024 peak near $18, offers around two times as much upside as downside on those rulings.</li><li>Alvotech is awaiting approval for its biosimilars to Johnson &amp; Johnson’s Simponi and Simponi Aria, Regeneron’s Eylea, and Amgen’s Prolia and Xgeva.</li></ul><p>Shares of Alvotech (ALVO) jumped about 8% intraday in U.S. trading on Wednesday after Barclays flipped its rating on the Icelandic biosimilar maker and doubled its price target, while voicing optimism about the U.S. Food and Drug Administration (FDA) approving three of its biosimilar programs.</p><p>Barclays analyst Glen Santangelo raised the stock to Overweight from Underweight and lifted his target to $8 from $4. The move is a reversal from March, when the same desk cut its target to $4 from $5 and said the shares will “remain in a holding pattern” ahead of the approvals.</p><p>Barclays’ new price target implies a potential upside of 59% from the stock’s closing price on Tuesday.</p><h2 class="st-heading-2">Why The Rating Flipped</h2><p>Santangelo now sees a favorable risk-reward into a cluster of FDA decisions due by December 4 or sooner. He states the stock, after a steep two-year slide from its 2024 peak near $18, offers around two times as much upside as downside on those rulings.</p><p>The firm pointed to work Alvotech completed after receiving letters from the FDA rejecting the applications last year. Those CRLs, tied to a 2025 pre-license inspection of the company’s Reykjavik plant, delayed proposed copies of Johnson &amp; Johnson’s Simponi and Simponi Aria, Regeneron’s Eylea, and Amgen’s Prolia and Xgeva. Alvotech resubmitted the applications in June.</p><h2 class="st-heading-2">Plant Inspection Closed</h2><p>Barclays’ confidence rests on a later, routine FDA surveillance inspection of the same Iceland facility. The agency finished that May audit and formally closed it in July with a Voluntary Action Indicated classification, a designation that typically means observations were noted but no enforcement action is planned. Alvotech has said the outcome supports its push to get the resubmitted filings approved this year.</p><h2 class="st-heading-2">What Is At Stake</h2><p>Alvotech develops and manufactures biosimilars and relies on partners to sell them. Teva handles U.S. marketing for the Simponi and Eylea candidates; Dr. Reddy’s is the U.S. applicant for the denosumab copies.</p><p>The company already sells U.S. biosimilars to AbbVie’s Humira and Johnson’s Stelara through Teva. Approvals on the pending files would widen that U.S. slate after a year defined by plant-related delays, leverage concerns, and a share-price low near $3 in June.</p><h2 class="st-heading-2">How Did ALVO Retail Traders React?</h2><p>On Stocktwits, retail sentiment around ALVO stock jumped from ‘bearish’ to ‘bullish’ over the past 24 hours, while message volume increased from ‘low’ to ‘normal’ levels.</p><p>A Stocktwits user said they are buying the stock, adding the stock has cleanly punched through a price ceiling that had been holding it back.</p><p><stembedurl>https://stocktwits.com/IrenGlazer69/message/664366053</stembedurl></p><p>Another user saw the stock hitting as high as $8 in 2027.</p><p><stembedurl>https://stocktwits.com/JohnTill/message/664363635</stembedurl></p><p><a href="https://stocktwits.com/symbol/ALVO">ALVO stock</a> has gained 6% year-to-date.&nbsp;</p><p>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/not-a-gangbusters-launch-arrowhead-predicts-slow-burn-to-3-4-b-peak-for-redemplo-highlights-massive-pipeline/cZtY8zlRBPm">Not A ‘Gangbusters Launch’ — Arrowhead Predicts Slow Burn to $3-$4B Peak For Redemplo, Highlights ‘Massive Pipeline’</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

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

Barclays analyst Glen Santangelo raised the stock to Overweight from Underweight and lifted his target to $8 from $4.

iShares Biotechnology ETF

iShares Genomics Immunology and Healthcare ETF

Hold rates steady

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	$5.12
Prev Close	$5.03
Open	$5.40
Dividend Yield	0.00%
50-Day Moving Average	$5.19
Beta	0.74
Avg. Volume	1.16M
PE Ratio	-9.19

52-Week High	$8.50
52-Week Low	$2.94
Market Capitalization	$2B
EPS (Annual)	$0.0964
Price to Book	-9.54
Revenue Per Employee	$401,589.73

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