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Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Teslas Q3 earnings are driving discussion, with traders weighing an adjusted earnings beat against softer revenue and auto trends, weaker profitability, and heavy AI and robotics investment. Reactions are divided: bears question the valuation and spending, while bulls point to future AI, FSD, and robotics prospects, with SpaceX merger speculation also supporting optimism.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Metas quarterly results are driving attention: revenue and advertising growth topped expectations, while reported earnings were weighed down by a large legal charge. Traders are split between optimism about ad momentum and AI potential and concern over higher AI spending, negative free cash flow, and plans for non-voting shares to raise capital.

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia, and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Lam Research Corp.

Lam Researchs strong quarterly results and higher guidance have been met with a selloff, as traders question whether the next-quarter growth outlook is strong enough after the sharp sequential jump. The debate is whether cleanroom and supply-chain bottlenecks are delaying otherwise healthy equipment demand or whether high expectations are making the pullback justified.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBMs quarterly results are driving attention: the company beat expectations and raised its free-cash-flow outlook, with software growth and delayed deals closing supporting the bullish reaction. Traders remain divided, as unchanged revenue guidance, flat consulting and weakness in mainframes temper enthusiasm and fuel concerns that the post-earnings pop may fade.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

A sharp semiconductor selloff and concerns about AI spending returns and financing are weighing on Broadcom, with Hock Tans comments characterizing AI investing as gambling adding to investor unease. Traders largely complain that AVGO is underperforming peers and debate whether the decline signals more downside or a buying opportunity given continued AI-chip demand.

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

CAPR is drawing attention as investors position around the FDAs pending decision on deramiocel for Duchenne muscular dystrophy, with the application now focused on upper-limb function and incorporating additional HOPE-3 extension data. Traders are split: bulls see a stronger case for the narrowed indication, while skeptics point to disputed trial analyses and the prior advisory committee vote as reasons another rejection remains possible; the uncertainty is accompanying a sharp share-price decline.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Bitcoins rebound is lifting Strategy, with traders describing MSTRs amplified move as a potential short squeeze. Bulls see renewed momentum in BTC, while skeptics warn the rally could fade and continue to cite volatility and shareholder dilution concerns.

AEVEX Corp. operates as a holding company. It operates through Tactical Systems and Global Solutions segments. The Tactical Systems segment focuses on design, development, and production of autonomous systems including unmanned aerial systems and unmanned surface vessels. The Global Solutions segment offers services and mission support to defense and intelligence customers. The company was founded in 2017 and is headquartered in Solana Beach, CA.

AEVEX Corp. - Ordinary Shares - Class A

AEVEX Corp

AEVEX is under heavy selling pressure after reports that the Navy halted further purchases of BlackSeas GARC drone boats over hardware issues and cheaper alternatives, raising concerns about the acquisition and its contract outlook. Traders disagree on the impact: some see the setback as limited to one program and potentially addressable, while others cite it as a blow to management credibility and the companys prospects.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Concern over weak Nielsen sales trends and declining momentum in Celsiuss core brand is weighing on sentiment, despite stronger Alani Nu growth. Traders are split on whether Alani and expansion can offset the core-brand slowdown; recurring Pepsi buyout talk remains speculation.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

SLV is drawing attention after a sharp retreat in silver from its recent surge, with traders pointing to rising yields and a stronger dollar while debating why the metal has not acted as an inflation hedge. Sentiment is split between expectations of further declines and dip-buying on hopes the selloff is an oversold pullback; claims of deliberate market manipulation remain speculation.

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Why Are MU, SNDK Stocks Surging In Overnight Trading?

Equity

According to a preliminary list released by FTSE Russell on Friday, Micron and SanDisk will be added to the Russell 1000 Growth Index.


Neutral Sentiment

<ul class="summary-bullets"><li>MU stock was up 4.4%, while SNDK stock rose 3%.</li><li>Alphabet and Advanced Micro Devices were among the biggest names slated for removal from the Russell 1000 Value Index.</li><li>Retail sentiment was ‘neutral’ for MU and ‘bearish’ for SNDK.</li></ul>Micron Technology and SanDisk stocks rose in overnight trading ahead of Tuesday, after FTSE Russel moved the widely-tracked memory chip stocks from a value index to a growth index.MU was up 4.4%, while SNDK was up 3%. Shares of WDC and STX also gained, rising about 1.7%.&nbsp;FTSE Russell announced a preliminary list of changes to its indexes on Friday after the market closed. Micron and SanDisk are proposed for removal from the Russell 1000 Value Index and addition to the Growth index, driven by sharp rallies amid high demand for memory chips and AI-related momentum.Google parent Alphabet and Advanced Micro Devices are set to be removed from the Russell 1000 Value Index, while Apple and Microsoft will join the index.The list released on Friday remains preliminary and will be finalized on June 18, ahead of the index reconstitution, which takes&nbsp;effect on June 29.<h2 class="st-heading-2">Growth Classification A Boost</h2>The classification is significant because hundreds of institutional investors, including exchange-traded funds (ETFs) and mutual funds, base their portfolio allocations on these index classifications. As a result, any rebalancing can trigger large shifts in fund holdings, potentially triggering moves in the stocks in question.The Russell 1000 Index tracks the 1,000 largest publicly traded U.S. companies and represents the vast majority of the U.S. stock market’s total value, making it a key benchmark for large-cap investing.A breakneck pace of AI data center buildout has&nbsp;driven incredible demand for memory components and chips, leading to shortages and price hikes. Major producers have seen significant growth in their businesses over the last year, with their stocks growing severalfold, and analysts expect&nbsp;favorable market dynamics to persist over the next few years.<h2 class="st-heading-2">MU, SNDK Stock Move, Recent Catalysts</h2><a href="https://stocktwits.com/symbol/SNDK">SanDisk shares</a> have gained a staggering 523% year to date, while&nbsp;<a href="https://stocktwits.com/symbol/MU">Micron shares</a> are up 163%. The&nbsp;<a href="https://stocktwits.com/symbol/DRAM">Roundhill Memory ETF (DRAM)</a>, a newly launched fund that tracks U.S. and Korean memory stocks, including Samsung and SK Hynix, has gained 84% since its launch on April 2.Last week, sentiment in the sector improved after Nvidia’s earnings beat, which confirmed that AI chip demand remains strong, and Samsung&nbsp;signed a preliminary&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ai-memory-plays-mu-sndk-stx-wdc-jump-overnight-nvidia-earnings-beat-samsung-strike-pause-are-the-catalysts/cZXzqN3RenC">deal</a> with workers to avoid a major strike that could have disrupted the global chip supply chain.&nbsp;Meanwhile, Micron&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/micron-starts-making-1-alpha-dram-chips-in-the-us-says-it-will-strengthen-america-s-domestic-memory-supply/cZgRhTCReox">said</a> on Friday it would invest more than $2 billion to expand and modernize its memory chip manufacturing facility in Manassas, Virginia, and has started production of its 1α DRAM chip, which it described as the most advanced memory chip ever manufactured in the U.S.<h2 class="st-heading-2">Retail Cautious After Sharp Runup</h2>Despite strong business forecasts, the sharp run-up in memory stocks has left investors questioning how much upside remains. As a result, retail traders have stayed cautious. On Stocktwits, retail sentiment was “neutral” on MU and “bearish” on SNDK and DRAM as of late Monday.“$MU is showing strong overnight momentum, up ~4.5% in after-hours flow, with traders rotating back into semis on renewed attention after recent macro commentary tied to the name,” a trader&nbsp;<a href="https://stocktwits.com/FibonacciTrader_/message/654327224">wrote</a>.“Key question for tomorrow is follow-through vs fade. If premarket strength holds and volume confirms at the open, a 10%+ intraday extension isn’t off the table in a momentum tape, but it still needs participation, not just gap strength,” they said.Monday was a market holiday&nbsp;in observance of Memorial Day.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

A smartphone displays the logo of Micron Technology Inc. (Photo illustration by Cheng Xin/Getty Images)

According to a preliminary list released by FTSE Russell on Friday, Micron and SanDisk will be added to the Russell 1000 Growth Index.

Roundhill ETF Trust - Roundhill Memory ETF

Micron Technology Inc

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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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