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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 quarterly earnings beat, first reported profit since its IPO, and strong outlook for AI-computing growth have driven bullish discussion, with traders also pointing to sharply higher planned infrastructure spending as support for the broader AI trade. Others question the valuation and whether heavy capital needs, potential dilution, and upcoming share unlocks could limit gains; Tesla merger discussions are a secondary topic, with no deal assured.

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 fiscal first-quarter update, with revenue and gross-margin expectations raised on stronger AI-platform demand, is driving the discussion. Many traders see the update as a major beat that could prompt short covering and a valuation reassessment, while skeptics remain cautious about the companys execution and credibility.

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 fourth-quarter guidance and slower revenue growth overshadowed the solid quarter and pressured the shares. Traders are divided between concerns about fading growth, advertising execution and streaming competition, and views that the selloff is overdone given the companys profitability.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla and SpaceX have formed independent committees to explore a potential merger, fueling intense speculation that the companies could combine; no agreement has been reached, and a deal is not certain. Traders are divided between enthusiasm about possible synergies and concerns that the merger is speculative or could disadvantage Tesla shareholders, with earnings also in focus.

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. 

Nebius is caught in a volatile selloff and rebound across AI neocloud stocks, as traders weigh financing and debt concernsespecially around CoreWeaveagainst expectations for continued AI-compute demand. Bulls argue Nebius is better positioned than some peers and view the pullback as an opportunity, while bears remain concerned about funding costs, sector weakness, and whether the AI buildout will generate adequate returns.

Myriad Genetics, Inc. is a molecular diagnostics and precision medicine company committed to advancing health and well-being for all. It develops and commercializes molecular tests that help patients and providers uncover genetic insights. The company was founded by Walter A. Gilbert, Mark H. Skolnick, and Peter D. Meldrum in May 1991 and is headquartered in Salt Lake City, UT.

Myriad Genetics, Inc.

Myriad Genetics agreement to sell its prenatal testing business to Labcorp for cash is driving the sharp move, with traders viewing the proceeds as a way to strengthen the balance sheet and fund its cancer-testing business. The reaction is divided: bulls welcome the cash and strategic focus, while skeptics worry that divesting a revenue-generating unit leaves the remaining business with lower revenue and unresolved debt and execution risks.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snaps sharp rally and unusually heavy bullish call activity are driving attention, alongside an activist proposal for Snap to sell a minority stake in its Specs AR-glasses unit to fund development and unlock value. Traders are largely optimistic about a breakout and Specs potential, though some warn the move may fade and are waiting for earnings to confirm improving ad demand and execution.

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

Reports of large Chinese orders for export-compliant Nvidia GPUs are drawing attention, with demand reportedly outstripping planned supply. Traders see the orders as evidence of resilient demand but debate why the shares remain weak amid broader concerns about AI spending, financing, and semiconductor-sector volatility.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Loop Capitals downgrade of Apple to Hold, citing weaker iPhone shipment-recovery prospects and rising memory costs, is driving discussion alongside broader concerns about valuation and slowing demand ahead of earnings. Bearish traders see further downside, while bulls argue that strong iPhone Duo preorder demand and the stocks resilience offset the analyst concerns.

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 drawing attention amid a sharp selloff in neocloud and AI-data-center stocks, as traders debate financing risks and whether the sectors buildout can deliver returns; many highlight IRENs weakness relative to peers, while bulls point to the co-CEOs claims that its data centers are cash-funded and customer demand remains strong.

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Codexis (CDXS) Q2 2026 Earnings Call Transcript

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Codexis (CDXS) Upgraded to Buy: What Does It Mean for the Stock?

Codexis (CDXS) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Codexis (CDXS) Reports Q2 Loss, Tops Revenue Estimates

Codexis (CDXS) delivered earnings and revenue surprises of +23.53% and +17.20%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

ANI Pharmaceuticals (ANIP) Q2 Earnings and Revenues Beat Estimates

ANI (ANIP) delivered earnings and revenue surprises of +9.95% and +1.26%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Arcturus Therapeutics (ARCT) Reports Q2 Loss, Beats Revenue Estimates

Arcturus Therapeutics (ARCT) delivered earnings and revenue surprises of +21.50% and +18.03%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

AC Immune (ACIU) Beats Q2 Earnings and Revenue Estimates

AC Immune (ACIU) delivered earnings and revenue surprises of +113.64% and +1,812.10%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Why Codexis Stock Is Falling After Hours Today

Codexis stock falls after hours after pricing a discounted public offering. Here's why CDXS shares are moving today.read more...

Codexis (CDXS) Q1 2026 Earnings Transcript

Codexis (CDXS) Reports Q1 Loss, Beats Revenue Estimates

Codexis (CDXS) delivered earnings and revenue surprises of +9.09% and +1.82%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Fortrea Holdings Inc. (FTRE) Beats Q1 Earnings Estimates

Fortrea Holdings Inc. (FTRE) delivered earnings and revenue surprises of +426.32% and -0.07%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Codexis, Inc. is an enzyme engineering company, which engages in technology solutions to improve therapeutics manufacturing. Its products include screening kits and Codex HiFi Hot Start DNA Polymerase. The company was founded in January 2002 and is headquartered in Redwood City, CA.

Codexis Inc.

Why Did CDXS Stock Jump 7% Today?

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Bearish Sentiment

<ul class="summary-bullets"><li>The siRNA material will support the preclinical development of a therapeutic candidate for the treatment of a cardiovascular condition, the company said.</li><li>In January, Codexis tied up with Axolabs to evaluate its ECO Synthesis platform.</li><li>The firm is expected to post its Q4 results next week, with Wall Street expecting revenue to surge around 67% to $35.8 million.</li></ul>Shares of Codexis, Inc. (CDXS) gained 7% on Wednesday after the company announced an agreement with an innovator pharmaceutical company to manufacture 50 grams of small interfering RNA (siRNA) using its proprietary ECO Synthesis platform.Codexis, however, did not disclose the name of the firm.The siRNA material will support the preclinical development of a therapeutic candidate for the treatment of a cardiovascular condition. Codexis’ ECO Synthesis platform is built to enable scalable, high-fidelity production of complex siRNA therapies.As RNA-based medicines move beyond rare diseases into larger patient populations, manufacturing requirements are rising significantly. The company believes its enzymatic technology is well-positioned to meet this growing demand.&nbsp;“We are excited about this relationship as it represents an important entry point into what could become a high-volume opportunity,” said Alison Moore, President and Chief Executive Officer of Codexis.<h2 class="st-heading-2">Axolabs Partnership For ECO Synthesis Platform</h2>The news follows Codexis’ agreement earlier this year with Axolabs to evaluate its ECO Synthesis platform, a step that could lead to future licensing opportunities and wider adoption of the technology in RNA manufacturing.Kathleen Campau, Senior Director of Operations at Axolabs, had said that the technology could play a pivotal role in the future large-scale manufacturing of therapeutic oligonucleotides by enabling more sustainable and cost-effective production.The biotech firm is expected to post its fourth-quarter results next week, with Wall Street expecting revenue to surge around 67% to $35.8 million, according to Fiscal.ai data, while loss is expected to narrow to $0.04 per share.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment for <a href="https://stocktwits.com/symbol/CDXS">CDXS</a> on Stocktwits turned ‘bullish’ from ‘neutral’ a day earlier, amid ‘high’ message volumes.One user believes the latest development adds “momentum and validation.”<stembedurl>https://stocktwits.com/Camille65/message/646560686</stembedurl>Another user noted they were neutral earlier but turned bullish on the stock after reading the announcement.<stembedurl>https://stocktwits.com/10xMoonstocks/message/646571515</stembedurl>The stock has been under heavy selling pressure this year, declining more than 36%Read also: &nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crwv-stock-coreweave-perplexity-cloud-partnership/cZd9F11RI5u">CoreWeave Inks Deal With Perplexity – CRWV Stock Gains 6% Pre-Market, On Track To Arrest Post Earnings Slump</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Artistic representation of a trending chart.

The company tied up with an innovator pharmaceutical company to manufacture 50 grams of small interfering RNA using a proprietary ECO Synthesis platform.

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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.

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	$1.23
Prev Close	$1.32
Open	$1.32
Dividend Yield	0.00%
50-Day Moving Average	$1.45
Beta	2.00
Avg. Volume	848,783.38
PE Ratio	-3.89

52-Week High	$2.98
52-Week Low	$0.9583
Market Capitalization	$144.55M
EPS (Annual)	-$0.5046
Price to Book	3.66
Revenue Per Employee	$482,102.74

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