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Albemarle Corp. engages in the development, manufacture, and marketing of chemicals for consumer electronics, petroleum refining, utilities, packaging, construction, transportation, pharmaceuticals, crop production, food-safety, and custom chemistry services. It operates through the following segments: Energy Storage, Specialties, and Ketjen. The Energy Storage segment develops and manufactures a broad range of basic lithium compounds, including lithium carbonate, lithium hydroxide, and lithium chloride. The Specialties segment focuses on optimizing a portfolio of bromine and specialized lithium solutions. The Ketjen segment consists of clean fuels technologies, fluidized catalytic cracking catalysts and additives, and performance catalyst solutions, which is primarily composed of organometallics and curatives. The company was founded in 1993 and is headquartered in Charlotte, NC.

Albemarle Corp.

Albemarle Corp

Albemarle is drawing attention as traders link its continued weakness to falling lithium prices and futures, with upcoming earnings and guidance adding to uncertainty about when the downturn may bottom. Some see the selloff as a buying opportunity, citing longer-term lithium demand and supply constraints, while others expect more downside if prices keep falling.

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 has climbed to a fresh 52-week high ahead of expected quarterly results, with traders pointing to BRIUMVIs sales growth and hoping for strong results. Buyout interest and short covering are also prominent theories for the rally, but no acquisition has been confirmed.

Okta, Inc. engages in the provision of an identity management platform for enterprises. The firm operates through the following geographical segments: United States and International. Its products include single sign-on, multi-factor authentication, access gateway, API access management, authentication, adaptive MFA and lifecycle management. The company was founded by Todd McKinnon and J. Frederic Kerrest in 2009 and is headquartered in San Francisco, CA.

Okta Inc - Ordinary Shares - Class A

Okta Inc

Oktas S&P 500 inclusion and repeated earnings beats are drawing attention, but traders are debating whether index-related demand can offset the stocks decline amid weakness across cybersecurity shares. Some attribute the pressure to claims of a DHS data breach involving Okta, though those claims are unverified in the discussion.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsofts earnings beat and accelerating Azure growth fueled optimism about AI demand, but the post-earnings gains faded as traders focused on heavy AI infrastructure spending and a new bond offering. The debate centers on whether cloud growth and cash generation will justify the investment, while some traders blame broader weakness in big tech for weighing on the shares.

CVS Health Corp. is a health solutions company, which engages in the provision of healthcare services. It operates through the following segments: Health Care Benefits, Health Services, Pharmacy and Consumer Wellness, and Corporate and Other. The Health Care Benefits segment operates as a health care benefits provider. The Health Services segment offers a full range of PBM solutions, delivers health care services in its medical clinics, virtually, and in the home. The Pharmacy & Consumer Wellness segment dispenses prescriptions in its retail pharmacies and through its infusion operations. The Corporate and Other Segment is involved in management and administrative expenses. The company was founded by Stanley P. Goldstein and Ralph Hoagland in 1963 and is headquartered in Woonsocket, RI.

CVS Health Corp

CVS is drawing attention over weaker Aetna Medicare Advantage star ratings for 2027, which traders say could reduce quality-bonus revenue and pressure margins. The outlook is debated, with some viewing the ratings decline as a headwind while others question whether the risk is already reflected in the shares.

FuboTV, Inc. is a consumer-first live TV streaming company with the mission of delivering premium sports, news and entertainment programming that offers greater choice, flexibility and value. The company was founded by David Gandler, Alberto Horihuela Suarez, and Sung Ho Choi on February 20, 2009 and is headquartered in New York, NY.

fuboTV Inc - Ordinary Shares - Class A

fuboTV Inc

Fubos steep, volatile decline and repeated lowsoften described by traders as happening without clear company-specific newsdominate the discussion, with attention focused on earnings and CEO Alisa Bowens strategic plan. Bearish traders cite business and dilution concerns, while bulls point to potential Disney/Hulu integration progress and speculate about a rebound or short covering.

CleanSpark, Inc. is a bitcoin mining technology company, which engages in the management of data centers. Its operations include College Park, Norcross, Washington, Sandersville, Dalton, and Massena. The company was founded by S. Matthew Schultz and Bryan Huber on October 15, 1987 and is headquartered in Henderson, NV.

Cleanspark Inc

A steep selloff in CleanSpark and other bitcoin-mining and data-center stocks is dominating discussion, with traders citing sector weakness, debt and interest-rate concerns, and CLSKs lagging performance despite comparatively resilient bitcoin prices. Bulls point to the Meta data-center lease and the companys bitcoin holdings, while bears remain focused on leverage, management, and continued downside.

Iovance Biotherapeutics, Inc. engages in the development and commercialization of cell therapies using autologous tumor-infiltrating lymphocytes (TIL) for the treatment of cancer. Its products include Amtagvi (lifileucel), and Proleukin (aldesleukin). The firm also develops investigational TIL therapies for other solid tumor cancers. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Updated NSCLC trial data and a shift toward biomarker-selected lung-cancer studies are driving attention, after the broader patient group showed a more modest response and durability remains immature, with a supplemental filing now planned for 2027. Traders are divided: some see the strong subgroup results as a promising precision-treatment strategy, while others focus on the narrower opportunity, longer timeline, and managements unclear presentation.

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

CorMedix shares are under pressure after DaVita warned that Medicares add-on reimbursement for DefenCath could decline in 2027, raising concerns about the products pricing and revenue outlook. Traders are divided over whether DaVitas estimate is a reliable signal or preliminary speculation, with some viewing the selloff as an overreaction and criticizing managements lack of clarity.

Celcuity, Inc. operates as a cellular analysis company. The company discovers new cancer sub-types and commercializing diagnostic tests designed to improve the clinical outcomes of cancer patients treated with targeted therapies. The firm's proprietary CELx diagnostic platform is the commercially ready technology that uses a patient's living tumor cells to identify the specific abnormal cellular process driving a patient's cancer and the targeted therapy that treats it. The company was founded by Brian F. Sullivan and Lance G. Laing in January 2012 and is headquartered in Minneapolis, MN.

Celcuity Inc

Attention centers on updated Phase 3 VIKTORIA-1 data for gedatolisib in PIK3CA-mutant breast cancer, with traders highlighting the favorable progression-free-survival and response results and the pending FDA review of a label expansion. The community is split between optimism about the drugs clinical potential and concern that commercial uptake and revenue execution still need to validate the story.

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SPCX Stock Jumps Overnight: Trump Hails Musk As ‘Modern-Day Thomas Edison’ Days After POTUS Portfolio Bought SpaceX Bonds

Equity

Disclosures showed Trump’s portfolio bought up to $5 million in SpaceX bonds two days before his Aug.20 space-policy push.

SpaceX’s Debut Quarter Fails To Lift Off: Short Seller Chanos Flags Starship Forecast Cut — But Wall Street Still Sees Big Upside

Musk moved from targeting at least daily flights around August 2027 to weekly or twice-weekly launches next year.

SPCX Stock Climbs After Trump Discloses SpaceX Stake — Goldman Sees Musk’s Terafab Fueling A $281B Chip Boom 

The White House said independent institutions made the investment without Trump’s input.

SPCX Stock Slides Overnight: Musk Maps Falcon Wind-Down For Starship — Rare ‘Sell’ Call Sees 27% Downside

 Falcon’s retirement could worsen a global launch-capacity shortage as rivals struggle to scale.

SpaceX Stock Rises Overnight: Elon Musk’s Stake Tops $900B — But Billions In Shares Still Depend On ‘Extremely Crazy Good’ Outcomes 

Some vesting targets involve multitrillion-dollar valuations, space-based computing and a million-person Mars settlement.

SPCX Stock Eyes Another Green Week: Analyst Warns Traders To ‘Divorce’ SpaceX Rally From Fundamentals

Morningstar maintained its $62 fair-value estimate, implying about 58% downside, and rates SPCX stock one star.

SpaceX Stock Slips Overnight After 3-Day Rally — Here's Why Ron Baron Sees 40x Upside And ‘Hundreds Of Billions’ In Gains

Baron Capital’s $3 billion SpaceX investment was worth about $25 billion in June, and the firm wants to invest another $1 billion.

SPCX’s Streak Of Red Weeks Is Testing Bulls: Jim Cramer Calls It A '100-Year' Bet As IPO Lockup Expiration Arrives Today

Thursday’s lockup expiration could more than double SpaceX’s public float, with up to 912 million shares becoming eligible for sale.

Top-Performing Leveraged ETFs of July 

July's top leveraged ETFs delivered triple-digit gains as SpaceX, PayPal and Chinese tech drove outsized moves amid volatile markets.

SPCX Stock Extends Post-IPO Rout: Starship Launch Scrub Deepens Slide As Short Sellers Build $25B Bear Bet 

KeyBanc expects major stock unlocks beginning around Q2 earnings, potentially expanding tradable supply sharply.

Investment Managers Series Trust II - Tradr 2X Short SpaceX Daily ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Trump hailed Musk as a “modern-day Thomas Edison,” praising SpaceX’s rockets, astronaut missions and Starlink’s disaster-response role.</li><li>Trump also credited Musk with turning SpaceX AI into “one of the world’s leaders in superintelligence.”</li><li>The space policy targets over 1,000 annual U.S. launches and reentries by 2030 through faster permitting, environmental reviews and infrastructure development.</li></ul>Shares of Space Exploration Technologies Corp (SPCX) jumped 3% overnight late Thursday as U.S. President Donald Trump hailed CEO Elon Musk as a “modern-day Thomas Edison,” while newly released filings showed his portfolio bought up to $5 million in SpaceX bonds two days before a major space-policy push.<a href="https://stocktwits.com/symbol/SPCX">SPCX stock</a> fell 4% to $160.57 on Thursday but remained up 1% for the week, on track for a second straight weekly gain.&nbsp;<h2 class="st-heading-2">Trump Celebrates SpaceX And Musk</h2>At the White House Science &amp; Tech Innovation Summit, Trump hailed Musk as “one of the greatest technology founders to ever live,” crediting his genius and determination with turning science fiction into reality.Trump recounted how Musk founded SpaceX in 2002 with his life savings and overcame immense odds to develop the first privately built liquid-fueled rocket to reach orbit. “Nobody thought it was possible to do the things he’s doing,” he said.The president credited SpaceX with ending NASA’s dependence on foreign nations for astronaut transportation and congratulated the company on Crew-12’s safe return from the International Space Station earlier Thursday. He also praised Starship as the largest rocket in history, highlighting its midair catch for rapid reuse: “It’s the first time anyone’s ever seen anything quite like it.”Turning to Starlink, Trump celebrated the world’s largest communications satellite network and recalled asking Musk for emergency equipment during severe flooding in North Carolina. He said Musk delivered it within hours despite shortages, restoring communications to stranded communities. “Saved hundreds of lives in North Carolina. So I never forgot that experience,” Trump said.Trump also praised Tesla and Neuralink, saying Musk “turned SpaceX AI into one of the world’s leaders in superintelligence.” Trump closed with a personal tribute: “Elon is our modern-day Thomas Edison. And Elon, I want to congratulate you. You’re my friend and all of that. But you are a very, very special guy. Thank you very much, and congratulations, Elon. Thank you.”&nbsp;<h2 class="st-heading-2">Trump’s SpaceX Investment Timing In Focus</h2>Financial disclosures released Thursday showed that Trump’s portfolio purchased between $1,000,001 and $5 million in SpaceX senior unsecured bonds on Aug. 18. The bonds pay 5.35% interest and mature in July 2031. Two days later, Trump signed a national security presidential memorandum to enable over 1,000 launches and reentries on American soil annually by 2030.&nbsp;The policy directs federal agencies to expedite permitting and environmental reviews, improve launch scheduling, and encourage infrastructure development with private-sector partners. It also calls for identifying additional launch and reentry sites, which could benefit commercial operators such as SpaceX.&nbsp;The purchase was part of 517 August transactions disclosed in the filing. Trump’s portfolio also bought up to $25 million in Meta Platforms shares, up to $6 million in Microsoft stock and a smaller amount of Oracle shares. The tech investments came ahead of a White House gathering with Musk, Meta CEO Mark Zuckerberg and other AI executives last month, where Trump favored a lighter regulatory approach.<h2 class="st-heading-2">Musk’s ‘Super Crazy’ Vision For SpaceX</h2>Separately, Musk also shared his outlook for SpaceX’s long-term value on Thursday: “This will sound super crazy, but I see a path to SpaceX being worth orders of magnitude more than the current Earth economy.”The prediction came as SpaceX agreed to&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/asts-stock-spacex-grain-spectrum-analyst-who-called-deal-ligado-next/cZD6eLuRBVI">acquire</a> Grain Management’s nationwide 800 MHz spectrum portfolio, subject to FCC approval and other conditions. The low-band frequencies would help Starlink Mobile reach phones inside buildings, complementing satellite capacity with terrestrial infrastructure as the company moves toward competing directly for U.S. wireless subscribers.&nbsp;The deal also comes ahead of a scheduled lockup expiration on Friday, when up to 328.4 million SpaceX shares become eligible for sale, potentially increasing selling pressure if holders choose to cash out.&nbsp;<h2 class="st-heading-2">How Do Retail Traders Feel About SPCX?</h2>On Stocktwits, retail sentiment for SPCX slipped to ‘bullish’ from ‘extremely bullish’ levels a day ago amid ‘high’ message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/spcx_ss_c63e4b5537.png" alt="spcx ss.png" width="632" height="338"><figcaption>SPCX sentiment and message volume as of October 8 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/CGENIC/message/666112147">said</a>, “$SPCX shares unlock tomorrow but you can see the dip getting eaten up. That means the demand is higher, especially after today’s drop. This is about to create a FOMO until the end of next week! $190-$200 lottos!”<stembedurl>https://stocktwits.com/CGENIC/message/666112147</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/Maykinit/message/666106805">said</a>, “$SPCX even with the writing clearly on the wall, some folks are seemingly unable to read it. Buy SPCX every, single. Day. Hold. Done”<stembedurl>https://stocktwits.com/Maykinit/message/666106805</stembedurl>SPCX stock has declined 0.2% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/asts-stock-spacex-grain-spectrum-analyst-who-called-deal-ligado-next/cZD6eLuRBVI">ASTS Stock Slides After-Hours As SpaceX Snags Grain Spectrum: Analyst Who Called The Deal Says ‘Ligado Is Next’&nbsp;</a>

Tesla and SpaceX CEO Elon Musk (L) receives the National Medal of Science from U.S. President Donald Trump during the Golden Age of American Innovation Summit at the Institute of Peace on October 08, 2026 in Washington, DC. (Photo by Win McNamee/Getty Images)

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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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