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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 rally is drawing attention to Morgan Stanleys bullish analyst view, the proposed Florida methane pipeline for higher-cadence Starship launches, and expectations around Starship Flight 15 and AI-related growth. Bulls are emphasizing momentum and possible short covering, while skeptics point to stretched valuation and upcoming share unlocks.

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 breakout to fresh highs amid a broader AI-led tech rally is driving attention, with many traders cheering the momentum and looking for further gains. Others warn of a failed breakout or profit-taking and question whether high valuations, rising yields, and AI spending risks could weigh on the stock.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

Michael Caputos appointment to the Presidents Cancer Panel and his public engagement with ImmunityBios leadership are fueling speculation that Anktiva could gain broader access, alongside attention to the stocks high-volume breakout. Traders debate whether the move reflects that policy optimism or momentum and squeeze dynamics; broader access has not been confirmed.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavaxs sharp rally is being linked by traders to speculation around a reported Russian plague-lab outbreak, alongside the Sanofi/Takeda rollout of its updated COVID vaccine. The community is split over whether the move reflects vaccine-commercialization optimism or outbreak-driven FOMO, with heavy short interest adding to short-squeeze speculation; a direct connection between the outbreak and Novavax business remains uncertain.

Ginkgo Bioworks Holdings, Inc. engages in developing biological engineering products and custom microbes. Its platform enables biotechnology applications across diverse markets, from food, agriculture, industrial chemicals, and pharmaceuticals. It operates through the Cell Engineering and Biosecurity segments. The Cell Engineering segment includes end-to-end cell engineering solutions and cell engineering tools offerings for biological research and development. The Biosecurity segment focuses on biomonitoring and bioinformatics support services, offered to both government and non-government customers through its Canopy and Horizon offerings. The company was founded by Jason Kelly, Reshma Shetty, Bartholomew Canton, Austin Che, and Thomas F. Knight, Jr. in 2008 and is headquartered in Boston, MA.

Ginkgo Bioworks Holdings Inc - Ordinary Shares - Class A

Ginkgos reported OpenAI collaboration and push into autonomous, AI-enabled labs are driving renewed interest and a sharp rally, with bulls viewing the move as validation of its infrastructure pivot. Skeptics counter that the announcement has no disclosed financial value and that declining revenue and cash burn leave the business model unproven.

iShares Inc. - iShares MSCI Brazil ETF

iShares MSCI Brazil ETF

EWZs sharp rally is being tied to Brazils presidential first-round results, where Flvio Bolsonaro outperformed polling expectations and will face Lula in a runoff. Traders are reacting to the possibility of a more market-friendly political shift, while the unresolved election and heavy bullish options activity keep attention on Brazils volatile outlook.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as smartphones, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

TSMCs move to new highs is drawing attention amid Elon Musks confirmation of preliminary talks about possible TSMC involvement in Terafab, his Texas chip venture. Traders view a potential partnership as a boost, though some stress no deal is finalized and debate whether TSMC would supplement or replace Intel; broader optimism about AI-chip demand and breakout momentum also features prominently.

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

Velo3D Inc

Velo3Ds shares are drawing attention after CFO James Suvas abrupt departure and the appointment of an interim CFO, with limited explanation prompting questions about management and financial transparency. Some traders view the change as a warning sign, while others consider the selloff overdone and are buying the dip; claims of accounting problems remain speculation.

Figure Technology Solutions, Inc. is a blockchain-native capital marketplace, which engages in connecting origination, funding, and secondary market activity. It operates through the following segments: FTI, Markets, and Other. The FTI segment offers Figure Connect which generates ecosystem and technology fees, and originates, sells, and securitizes home equity line of credit (HELOC) loans that it services. The Markets segment utilizes blockchain technology to develop an exchange for digital assets and credit, with new product offerings including providing interest-bearing stable coin deposits. The company was founded by Michael Scott Cagney and June Ou in 2018 and is headquartered in Reno, NV.

Figure Technology Solutions Inc. - Ordinary Shares - Class A

Figure Technology Solutions Inc

A sharp, persistent selloff is driving discussion, with traders debating whether insider selling, market weakness and valuation concerns outweigh Figures reported growth and profitability. Bears warn of further declines, while bulls view the weakness as a buying opportunity and point to its lending business and tokenization potential.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

GRRR is drawing attention amid a sharp pullback, with traders focused on uncertainty over how Gorilla will finance its AI data-center projects and whether announced contracts will translate into timely deployments, revenue, and cash flow. Skeptics cite dilution risk and weak confidence in management, while bullish investors point to the companys AI-infrastructure backlog and project progress as reasons for optimism.

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FTSE 100 today: Stocks slip in sluggish start as Shell drops, pound above $1.36

Investing.com -- British stocks got off to a sluggish start to the week, slipping at Monday’s open, as the pound held just above $1.36 and Shell (LON:SHEL) shares fell following a downbeat trading update.

Ferrexpo stock surges over 13% despite nationalization concerns

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Ferrexpo Plc

$FXPO small position here - some large(ish) order buys occurring recently. Special situation stock with binary outcome - recent production upstart is hopefully a nod of a recovery.

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