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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 mainly to the reported Russian plague outbreak and a broader vaccine-stock move, with heavy short-interest and squeeze speculation amplifying the discussion. Others point to Sanofis Nuvaxovid rollout and Matrix-M partnerships, but the community is divided on whether those developments explain the surge or whether it is largely outbreak-driven speculation.

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

A sharp breakout has fueled bullish momentum and talk of short covering, with traders pointing to Morgan Stanleys favorable view and SpaceXs AI ambitions as potential tailwinds. Others argue the rally has outrun fundamentals, citing the companys lack of profitability, elevated valuation and upcoming share unlocks.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricors 24-month HOPE-3 extension data showing slower upper-limb decline in Duchenne muscular dystrophy is the focus, but the stocks decline has sharpened debate over whether the evidence can satisfy the FDA. Traders cite H.C. Wainwrights continued expectation of a CRL and concerns about the studys statistical limitations, while bulls argue the data support approval for a narrower upper-limb indication and dispute the bearish interpretation.

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 push to fresh highs is fueling breakout and short-squeeze optimism, with traders pointing to continued AI demand and the stocks momentum. Others warn that elevated valuations, rising bond yields, and possible profit-taking could stall the rally or bring a pullback.

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 reported plan to move Nvidia AI chips into a sale-and-leaseback structure has prompted debate over whether it is routine balance-sheet financing or a warning about AI infrastructure costs and demand. That discussion sits alongside frustration with AMZNs choppy, lagging share performance, despite bullish views on AWS and AI growth.

Redwire Corp. engages in the development and provision of space and defense technologies and mission-critical solutions for government, commercial, and civil customers. Its offerings include spacecraft platforms, space infrastructure, avionics, sensors and payloads, power generation systems, radio frequency systems, microgravity research and manufacturing technologies, autonomous systems, optical sensors, and digital engineering solutions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Redwires contract to build two additional ROSA solar-array wings for Axiom Spaces second station module is drawing attention, with some traders viewing it as further business validation. Others are frustrated that the shares weakened despite the news and speculate that ATM-related dilution or ongoing selling is weighing on the stock.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealths upcoming quarterly earnings are the main focus, with traders watching for a turnaround after the stocks extended decline and weighing the potential impact of Medicare Advantage star ratings. Bulls see a possible pre-earnings rebound, while bears remain concerned about margin pressure and regulatory or legal scrutiny.

Joby Aviation, Inc. is a transportation company, which engages in developing an all-electric, vertical take-off and landing aircraft that intends to operate as a commercial passenger aircraft. The company was founded by Bevirt Joebenn in 2009 and is headquartered in Santa Cruz, CA.

Joby Aviation Inc

Jobys Texas eIPP flights and autonomous cross-country demonstration are drawing attention as milestones toward air-taxi and cargo operations, but traders debate whether they meaningfully accelerate FAA certification or commercial revenue. Optimism about the companys progress and Toyota backing is tempered by the stocks steep decline and concerns about cash burn, future dilution, and insider selling.

Rubrik, Inc. engages in the provision of cloud data management solutions. Its solutions include backup and recovery, VM backup, Microsoft 365, ransom ware recovery, database backup, cloud solutions, and Polaris sonar. Rubrik products include data protection, data threat analytics, data security posture and cyber recovery. The company was founded by Bipul Sinha, Arvind Jain, Soham Mazumdar, and Arvind Nithrakashyap in December 2013 and is headquartered in Palo Alto, CA.

Rubrik Inc. - Ordinary Shares - Class A

Rubrik Inc. - Class A

Rubriks strong quarterly results and raised full-year outlook sparked debate after shares sold off despite the beat. Bulls viewed the pullback as profit-taking and emphasized cybersecurity and AI-related demand, while skeptics focused on cautious second-half net-new ARR guidance, valuation, and management credibility.

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

GRRRs selloff is being linked by traders to broader AI-sector risk aversion and higher financing costs, alongside persistent concerns that the company has not clarified how it will fund its infrastructure projects without further dilution. Bulls point to AI contracts and deployments moving toward execution, while skeptics say concrete financing details and proof of delivery are needed to restore confidence.

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GlobalFoundries expanded multi-year agreement with Marvell to increase silicon-germanium capacity for AI data-center optical links is a key focus, bolstering interest in its photonics and foundry exposure. Bulls call the company undervalued and see potential in AI infrastructure demand, while others remain frustrated by its weak price action and question whether the optimism is reflected in the stock.

SonoTek (SOTK) Moves 18.5% Higher: Will This Strength Last?

SonoTek (SOTK) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

IonQ Takes Quantum Computing to NVIDIA's Research Center: What's Next?

IONQ is likely to deploy its Superion 256 system at NVIDIA's research center, linking quantum computing with AI infrastructure to advance scalable quantum systems.

GFS Augments Photonics Portfolio: Will SMART Partnership Boost Growth?

GlobalFoundries is expanding its photonics portfolio with SMART Photonics as AI-driven optical networking demand accelerates across data centers.

GlobalFoundries Drives Gross Margin Expansion: Can the Momentum Last?

GFS is expanding gross margins through a richer revenue mix, manufacturing gains and higher utilization, while future gains hinge on execution.

Reminder - GlobalFoundries (GFS) Goes Ex-Dividend Soon

Looking at the universe of stocks we cover at Dividend Channel, on 9/23/26, GlobalFoundries Inc (Symbol: GFS) will trade ex-dividend, for its quarterly dividend of $0.12, payable on 10/9/26. As a percentage of GFS's recent stock price of $48.50, this dividend works out to appro...

Marvell (MRVL) and GlobalFoundries (GFS) Rise on Expanded Deal: What Investors Should Know

Marvell (MRVL) and GlobalFoundries (GFS) Rise on Expanded Deal: What Investors Should Know...

Can GFS' Marvell Deal for SiGe Capacity Expansion Accelerate Growth? 

GlobalFoundries is boosting SiGe capacity for MRVL as AI and cloud data centers drive demand for high-speed optical connectivity.

MRVL Stock Climbs After AI Optical Capacity Deal, New Microsoft Security Platform Launch 

Equity

Marvell expanded its multi-year agreement with GlobalFoundries to secure additional SiGe manufacturing capacity for next-generation optical connectivity products.


Marvell Tech, GlobalFoundries Expand US Chip Deal

GlobalFoundries and Marvell expand their multi-year partnership to increase high-speed optical networking chip production for AI data centers in Vermont.read more...

GlobalFoundries, Marvell Expand Partnership For Next-Gen Optical Connectivity

(RTTNews) - GlobalFoundries Inc. (GFS), a semiconductor manufacturer, and Marvell Technology, Inc. (MRVL), a data infrastructure semiconductor company, on Thursday announced an expanded multi-year agreement to increase capacity for GlobalFoundries' silicon germanium (SiGe) techno...

GLOBALFOUNDRIES, Inc. provides foundry services and manufactures semiconductors. It offers global shuttle, mask, post-fab and turnkey services. The company was founded on October 7, 2008 and is headquartered in Malta, NY.

GlobalFoundries Inc

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