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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 Q3 results, first reported public-company profit and rapid growth in AI-compute revenue are driving attention. Many traders welcomed the results, while skeptics question whether the AI business can justify heavy spending and valuation, with an upcoming share unlock adding concern about selling pressure.

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 earnings reaction is being driven by softer forward guidance and a reduced advertising revenue outlook, which outweighed a quarterly profit beat and sent shares lower. Traders are split between viewing the selloff as an overreaction and seeing it as a warning about slowing growth, ad execution, and streaming competition.

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 strong AI-server demand, driving a sharp rally. Many traders called the shares undervalued and anticipated short covering, while others questioned whether margins, cash flow and execution can sustain the improvement.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Googles reported quantum-computing advance on its Willow processor is drawing attention, with some traders viewing it as a long-term opportunity while others say the stocks muted, volatile trading shows little near-term market reaction. The broader debate also centers on upcoming earnings and whether heavy AI investment will deliver returns.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokias Q3 earnings report is the main focus, with traders watching whether AI and cloud demandincluding its NVIDIA-linked AI-RAN and optical-networking businesscan translate into stronger results. Bulls see the AI infrastructure push as a rerating catalyst, while skeptics point to the share-price weakness and question whether the growth will show up in reported performance.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

Anticipation around SELLASs Phase 3 REGAL trial is driving discussion, with traders focused on the 80th survival event that triggers final analysis; the last disclosed count was 78. Speculation about favorable survival data or a buyout has accompanied the sharp rally, while skeptics stress that neither a result nor a deal is confirmed and the trial outcome remains uncertain.

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. 

SpaceXs strong compute-demand commentary and ambitious capacity plans are driving optimism that AI infrastructure providers such as Nebius can benefit from continued demand. Traders also debate whether the rebound is a durable shift or a short-covering bounce, with concerns about neocloud financing and the sector selloff still weighing on sentiment.

Alphabet Inc - Ordinary Shares - Class C

Alphabets upcoming earnings are the main focus, with traders looking for evidence that Cloud, Search, and Gemini can deliver growth while debating whether heavy AI infrastructure spending will earn adequate returns. Bulls expect strong results and view the pullback as an opportunity, while bears point to capex concerns, AI competition, and the stocks difficulty sustaining gains.

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 earnings and Musks AI-compute expansion plans using Nvidia hardware dominate the discussion, with traders viewing them as evidence of continued GPU demand. Bulls see support for the AI buildout, while skeptics question the spendings returns and note NVDAs weak, choppy price action despite the headlines.

Amkor Technology, Inc. engages in the provision of outsourced semiconductor packaging and test services. Its services include design, package characterization, test, and wafer bumping services. The company was founded in 1968 and is headquartered in Tempe, AZ.

AMKOR Technology Inc.

AMKR is drawing attention as a breakout play on its role in AI chip packaging, with traders citing its Nvidia partnership and long-term TSMC agreement as support for future demand. Sentiment is broadly bullish on the advanced-packaging opportunity, though sharp pullbacks and concerns about expansion costs and execution remain part of the debate.

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DraftKings Shares Are Falling Today – Here’s Why

Equity

Analysts from Stifel, JPMorgan and Guggenheim have slashed their price target on Draftkings ahead of its Q4 earnings due Monday.

LUNR Shares Edge Up 3% After Hours — What's Intuitive’s Role In NASA’s Artemis Program?

Intuitive is now part of 34 global volunteers chosen by the agency to track Artemis II. 


T1 Energy Dives 12% As Culper Research Takes A Short Position Saying Company Is A ‘Failed EV Battery SPAC’

Culper Research said it has little faith in T1’s management, nor the company’s disclosures and financial reporting and said that shares are headed far lower. 


Novavax Sees Higher Revenue From Partners For Full-Year, Raises Revenue Guidance

The company recently expanded on its Sanofi partnership to include its Matrix-M adjuvant in Sanofi’s pandemic influenza vaccine candidate program and renegotiated its deal with Takeda in a bid to grow revenues from the latter's activities involving Nuvaxovid vaccine in Japan. 

Ardelyx Shares Soar Premarket As CEO Sees Continued Demand For Blockbuster Drug Ibsrela

The company now expects revenue from Ibsrela to be between $270 million and $275 million for the full year.

Aldeyra Reports Positive Mid-Stage Data For Liver Drug, Discontinues Further Development

Why Is INBX Stock Rising Today?

Sana Biotech Stock Jumps A Whopping 35% After Eric Jackson Calls It ‘Next 100-Bagger Platform’

Jackson added that he was long on the stock, while highlighting that the biotech company’s balance sheet is solid.

Enanta Pharmaceuticals Stock Rises 58% – Here’s An Important Update

The company reported that a lower hospitalization rate was observed in patients treated with Zelicapavir compared to those treated with placebo, and the drug demonstrated a robust antiviral effect.


Larimar Therapeutics Stock Slumps Pre-market Over High Anaphylaxis Rate In Drug Study

The company said that anaphylaxis or a severe allergic reaction was reported in seven participants in the open-label study evaluating Nomlabofusp in participants with Friedreich’s ataxia. 

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<ul class="summary-bullets"><li>Stifel lowered the firm's price target on DraftKings to $44 from $46.</li><li>Guggenheim has also lowered the firm's price target on DraftKings to $42 from $45.</li><li>JPMorgan said that Gaming stocks "are carrying a lot of baggage and negativity," so investors should be selective.&nbsp;</li></ul>Shares of DraftKings (<a href="https://stocktwits.com/symbol/DKNG">DKNG</a>) fell more than 6% on Friday after several analysts slashed their price targets on the stock ahead of its expected fourth quarter (Q4) earnings results on Monday.&nbsp;<h2 class="st-heading-2">Price Cuts</h2>Stifel lowered the firm's price target on DraftKings to $44 from $46 and kept a ‘Buy’ rating on the shares.The firm said it has approached Q4 earnings for the online gambling group cautiously despite mostly attractive valuations, noting that it tactically favors DraftKings in the near-term given NBA handle share momentum, de-risked consensus FY26 (fiscal year 2026) estimates, potential upside from the Winter Olympics and World Cup.&nbsp;Guggenheim also lowered the firm's price target on DraftKings to $42 from $45 and kept a ‘Buy’ rating on the shares after updating the firm's model for Q4 and "an initially more conservative" 2026 outlook.&nbsp;Given recent guidance challenges, it would be prudent for DraftKings to start 2026 in "a very reasonable zone and hopefully exceed expectations throughout the year," the analyst said in a note.&nbsp;JPMorgan last week also lowered the firm's price target on DraftKings to $41 from $42 and kept an ‘Overweight’ rating on the shares.&nbsp;Gaming stocks "are carrying a lot of baggage and negativity," so investors should be selective, the analyst said.&nbsp;<h2 class="st-heading-2">Upcoming Q4 Earnings</h2>Draftkings is expected to post a revenue of $1.97 billion in Q4, according to data from fiscal.ai.&nbsp;It had missed analyst estimates for third quarter revenue.&nbsp;The company is also expected to report a &nbsp;profit of $0.12 per share in the quarter. It posted a loss of $0.28 per share in the corresponding quarter of 2024.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around DKNG trended in ‘neutral’ territory amid ‘high’ message volume.&nbsp;One user said that the gaming segment “is filled with too much risk from all angles.”&nbsp;“And it’s a low margin business to be home with. Risk reward is not in the bulls camp,” they added.<stembedurl>https://stocktwits.com/Balls_deeper/message/643458827</stembedurl>One bullish user said that they are adding more of Draftkings stock amid the selloff.<stembedurl>https://stocktwits.com/howyee1234/message/643455001</stembedurl>Shares in the company have fallen 34% over the past 12 months.&nbsp; &nbsp;

In this photo illustration, the logo of DraftKings Inc. is displayed on a smartphone screen. 

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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.

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