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Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intels weak fourth-quarter outlook after its earnings report, compounded by PC-market softness and analyst downgrades, is driving a steep selloff. Traders are divided between calling the drop an overreaction and buying the dip, and warning that the guidance reset and business challenges could leave more downside.

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

SanDisk is drawing attention after a sharp selloff despite beating quarterly estimates, raising its outlook and announcing an 8-for-1 stock split. Traders are split between viewing the decline as broader tech-sector selling and an overreaction, and worrying that slowing growth and NAND pricing may signal a cyclical peak.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddits post-earnings selloff reflects concerns that declining Google search referrals, weaker-than-expected user growth, and a softer revenue outlook could pressure future growth; the planned shift toward a logged-in experience adds uncertainty about traffic and engagement. Traders are divided between viewing the drop as an overreaction to an earnings beat and seeing the traffic and user trends as a threat to the business model.

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 quarterly results put heavy AI infrastructure spending and negative free cash flow at the center of discussion, despite accelerating AWS growth. Traders are split between concerns that returns may lag and dip-buyers pointing to cloud demand, while many note the stocks rebound from its post-earnings lows.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is under pressure in a tech-wide selloff tied to Intels weak outlook and investor concerns that rising Big Tech AI spending may not deliver returns quickly enough. Traders are split between expecting further losses and treating the decline as an oversold buying opportunity.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TGTX is drawing attention after a sharp rally and breakout, with traders speculating about a possible buyout and short covering; some connect the takeover talk to Novartiss weaker BTK results, but no deal is confirmed. Others point to upcoming earnings and BRIUMVIs growth and subcutaneous-development prospects as reasons for optimism, while debating whether the move reflects fundamentals or takeover hopes.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

CRMD is under pressure after DaVitas CFO said the variable reimbursement contribution largely tied to DefenCath is expected to fall significantly after Q1 2027 and remain low or decline, fueling concern about the products commercial outlook. Traders debate whether DaVitas preliminary modeling signals weaker DefenCath economics or may be offset by utilization and updated payments; some also point to retrospective Fresenius data that found no significant difference versus ClearGuard.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

Weak Intel guidance and PC demand, alongside broader tech-earnings and AI-spending concerns, have pressured semiconductor shares and amplified losses in SOXLs 3x leveraged exposure. Traders are split between buying the dip and expecting a rebound versus warning that the selloff may continue.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is drawing attention after a reported major Binance security breach sparked a crypto selloff and raised concerns about exchange security and possible forced selling. Traders are divided between seeing the drop as an overreaction and buying opportunityoften noting the exchange, not Bitcoins protocol, was compromisedand warning that losses and broader risk-off pressure could bring further downside.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Reports of Marvell being in advanced talks to acquire Lumentum are driving attention, with traders concerned that the large deal could require substantial share dilution or debt. The strategic fit in AI data-center optics draws some long-term support, but the talks remain unconfirmed and many view the potential cost as a near-term risk.

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ITC Ltd.

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Dan Ives-Backed IVAI Raises $200M In IPO To Target Late-Stage Private AI Companies

Equity

Ives Ultra AI Opportunities is offering 20 million shares at an assumed $10 price and is scheduled to launch its IPO at market open.


Could SpaceX Buy Tesla? Ron Baron Says He Gave Elon Musk Reasons For And Against A Blockbuster Deal 

Musk’s companies generated about $30 billion of the $71 billion in profits Baron Capital has made for clients.

Pinterest, Destiny Tech100 And Other Big Stocks Moving Lower In Monday's Pre-Market Session

U.S. stock futures were lower this morning, with the Dow futures falling around 0.2% on Monday.

Shares of Pinterest, Inc. (NYSE:PINS) fell sharply in pre-market trading following the announcement that CFO Julia Brauread more...

Destiny Tech100 Inc. Reports Second Quarter 2026 Results

Destiny Tech100 Inc. (NYSE: DXYZ) today announced financial results for the quarter ended June 30, 2026. The fund reported a net asset value (NAV) of $34.30 per share of common stock, up from $24.56 per share at the end of the first quarter of 2026.As of June 30, 2026, Destiny Tech100s investment...

‘Pharma Bro’ Martin Shkreli Slams Anthropic’s Claude Drug-Discovery Claims: ‘This Is Not Impressive Work’

Claude-designed proteins successfully bound to 14 of 15 targets in independent testing by Adaptyv Bio and Twist Bioscience. 

Anthropic, OpenAI Said To Be Racing For Public Markets: Reports Of Pre-IPO Moves Tell Very Different Stories

Anthropic is reportedly meeting investors for its IPO and could launch the share sale as early as next month. OpenAI has reportedly deferred its plans to next year. 


Dan Ives Says American AI Tech Is Far Superior To China’s: ‘No One Will Compare From A Model Perspective’

While the launch of Moonshot AI’s Kimi K3 was a “mini DeepSeek moment,” the reality is that OpenAI and Anthropic are “playing a whole different game,” Ives said.


OpenAI Faces Another Blow On Road To IPO: Ailment Forces AGI Chief Fidji Simo To Leave After Less Than A Year

OpenAI has seen a string of high-profile departures in recent months, including Chief Product Officer Kevin Weil and Vice President of Engineering Srinivas Narayanan.


OpenAI Returns To The Ring As Anthropic’s Cheaper AI Raises The Stakes – Elon Musk Teases Grok 4.5 

OpenAI announced the GPT-5.6 flagship model, Sol, after delaying its release last month at the U.S. government's request due to security concerns and testing.


Anthropic Takes First Step Toward In-House AI Chip — Talks With Samsung Underway, Says Report

Artificial intelligence startup Anthropic is in preliminary discussions with Samsung Electronics to manufacture its first in-house server chip as it seeks greater control over its computing infrastructure and skyrocketing costs.

Destiny Tech100, Inc. operates as a non-diversified, closed-end management investment company. The company was founded on November 18, 2020 and is headquartered in Austin, TX.

Destiny Tech100 Inc

Neutral Sentiment

<ul class="summary-bullets"><li>The closed-end fund plans to invest at least 80% of its assets in late-stage private AI infrastructure and applied-AI companies.</li><li>The fund can invest up to 15% of its assets in private funds, giving it another way to gain exposure to private AI companies.</li><li><a class="mention" data-mention="$IVAI" data-symbol-id="IVAI" href="https://stocktwits.com/symbol/IVAI" target="_blank">IVAI</a> could take up to 12 months to build its initial portfolio.</li></ul>Ives Ultra AI Opportunities (<a class="mention" data-mention="$IVAI" data-symbol-id="IVAI" href="https://stocktwits.com/symbol/IVAI" target="_blank">IVAI</a>) priced its IPO on Tuesday, selling 20 million shares at $10 apiece to raise $200 million ahead of its NYSE debut at market open.&nbsp;The fund is chaired by Dan Ives, the longtime technology analyst and current partner at Yorkville Ives. Ives is not the portfolio manager. Ed Leathers is responsible for managing the portfolio, while Jeff Leathers runs Ives Ultra Capital Management, the investment adviser.The fund plans to put at least 80% of assets into late-stage private AI infrastructure and applied-AI companies, with up to 15% allowed in private funds for added exposure, and charges total annual expenses of 3.1% on gross assets.<h2 class="st-heading-2"><a class="mention" data-mention="$IVAI" data-symbol-id="IVAI" href="https://stocktwits.com/symbol/IVAI" target="_blank">IVAI</a> Joins A Growing Private-Tech Fund Category</h2><a class="mention" data-mention="$IVAI" data-symbol-id="IVAI" href="https://stocktwits.com/symbol/IVAI" target="_blank">IVAI</a> is not the first publicly traded vehicle designed to give retail investors access to private technology companies.Destiny Tech100 (DXYZ), which began trading on the NYSE in March 2024, invests in venture-backed private technology companies. The fund has held positions in companies including SpaceX (SPCX), OpenAI and Anthropic.In a May 2026 SEC filing, DXYZ said its shares were trading at a 151% premium to NAV, at $61.66 compared with a $24.56 NAV. The filing also cautioned that premiums can be unsustainable over time.Other vehicles, including Fundrise Innovation Fund (VCX) and ARK Venture Fund, have also sought to give investors access to private technology and venture investments.Unlike Destiny Tech100, which already holds a diversified private portfolio, <a class="mention" data-mention="$IVAI" data-symbol-id="IVAI" href="https://stocktwits.com/symbol/IVAI" target="_blank">IVAI</a> has up to 12 months just to identify its first investments.Whether the fund trades near its $10 offer price or swings toward the premiums seen elsewhere in the category will likely be the first real test of investor appetite once shares begin trading.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mu-stock-gains-earnings-jpmorgan-sees-constructive-setup-amid-netlist-legal-fight/cZMZb9lRBgk">MU Stock Gains Ahead Of Q4 Earnings: JPMorgan Sees 'Constructive' Setup Amid Netlist Legal Fight</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Tech analyst Dan Ives at Fan Event at World Flagship Space Seoul.

Ives Ultra AI Opportunities is offering 20 million shares at an assumed $10 price and is scheduled to launch its IPO at market open.

Anthropic

DESTINY TECH 100 INC

Ives Ultra AI Opportunities Inc.

OpenAI

Fundrise Innovation Fund

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SpaceX went public last week and many believe Elon Musk will merge it with Tesla in the not-so-distant future. Dan Ives has said that he'd be shocked if they don't do it soon. Do you think the companies will merge within the next five years?

Will SpaceX ($SPCX) and Tesla ($TSLA) merge within the next 5 years? 
 
Drop your predicted date in the comments.

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SpaceX

) merge within the next 5 years? 
 
Drop your predicted date in the comments.

Current Price	$25.83
Prev Close	$26.79
Open	$25.85
Dividend Yield	0.00%
50-Day Moving Average	$30.98
Beta	2.70
Avg. Volume	785,032.21
PE Ratio	2.59

52-Week High	$72.87
52-Week Low	$19.71
Market Capitalization	$1.28B
EPS (Annual)	$3.54
Price to Book	0.78
Revenue Per Employee	N/A

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