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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 quarterly results and rapid growth in its AI compute business are driving attention, alongside Musks ambitious plans to expand capacity and revenue. Many traders are bullish on the AI demand outlook, while skeptics question the valuation, heavy spending and scale of those projections; a possible Tesla merger is also part of the discussion.

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 quarterly earnings beat was overshadowed by a softer fourth-quarter outlook and a cut to its advertising revenue forecast, renewing concerns about slowing growth. Traders are divided between buying the selloff and fearing further weakness amid competition and questions about subscriber engagement.

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 stronger AI-platform demand, driving a strong after-hours rally and optimism about the broader AI server market. Traders largely welcomed the update and discussed a possible short squeeze, while others questioned whether margins, cash flow and execution can sustain the gains.

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 sharp rebound followed Morgan Stanley naming it a top pick, citing stronger expected AWS growth and AI-related opportunities; traders also pointed to the Trainium software announcement ahead of earnings. Sentiment is mostly bullish, though some question whether the rally can hold near resistance and remain wary of heavy AI spending and the earnings test.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

The FAAs certification of Boeings long-delayed 737 MAX 10 is the main catalyst, with bulls viewing it as a step toward unlocking deliveries and cash generation. Many traders are disappointed by the muted share-price reaction and argue that a sustained production and delivery rampnot certification aloneis needed to improve the outlook.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

CEO Paul Pragers comments defending TeraWulfs powered-shell model and saying its AI data-center buildout remains on track have fueled a high-volume rebound, with traders emphasizing strong power demand and the distinction from GPU-owning neoclouds. The community is divided on whether the move signals a lasting reversal or a relief bounce, citing ongoing financing concerns and weakness across AI infrastructure stocks.

GE Aerospace is an American aircraft company, which engages in the provision of jet and turboprop engines, as well as integrated systems for commercial, military, business, and general aviation aircraft. The firm's portfolio of brands includes Avio Aero, Unison, GE Additive, and Dowty Propellers. It operates through the following segments: Commercial Engines and Services, Defense and Propulsion Technologies, and Corporate and Other. The Commercial Engines and Services segment is involved in the design, development, manufacturing, and servicing of jet engines for commercial airframes, as well as business aviation and aeroderivative applications. The Defense and Propulsion Technologies segment offers defense engines and critical aircraft systems. The Corporate and Other segment relates to corporate functions and operations costs. The company was founded by Thomas Alva Edison in 1878 and is headquartered in Evendale, OH.

GE Aerospace

GE Aerospaces Q3 earnings beat and higher outlook are being overshadowed by a sharp selloff, with traders pointing to weaker cash conversion, rising costs and an insurance loss. The reaction has frustrated bullish holders and fueled debate over whether the drop is a buying opportunity or reflects high expectations and persistent pressure after earnings beats.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is under pressure alongside AI neocloud stocks amid funding concerns, though co-CEO Daniel Roberts says its data centers were built with cash and carry no debt. Traders are split between viewing that reassurance and oversold conditions as support for a rebound and worrying about continued weakness and broader sector risks.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products include diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly on May 10, 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

LLYs breakout to record highs is drawing attention ahead of its third-quarter report, with traders citing analyst upgrades and expectations for strong Mounjaro and Zepbound demand and higher guidance. Bullish momentum and healthcare-sector rotation are prominent, though some traders warn the rally may fade or that optimism is already priced in.

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

Reported orders from ByteDance, Alibaba and Tencent for Nvidias export-compliant RTX PRO 5500 chips drew attention, though traders noted that export restrictions and limited supply could constrain deliveries. The community also tied a rebound in chip stocks to SpaceXs strong results and AI infrastructure spending, while debating whether demand can justify valuations amid recent weakness and concerns about AI capex.

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ATAT vs. VIK: Which Stock Is the Better Value Option?

Viking Names Seven New River Ships, Honoring Valued Travel Advisor Partners

Viking (www.viking.com) (NYSE: VIK) today announced the naming of its seven newest river ships during a simultaneous ceremony in Amsterdam that virtually connected locations across Europe and Egypt. The celebration honored seven distinguished travel advisors and industry leaders who served as...

Nasdaq Futures Slide As AI "Casino" Hangover Crushes Kospi; S&P Flat After JPM FICC Miss

Nasdaq Futures Slide As AI "Casino" Hangover Crushes Kospi; S&P Flat After JPM FICC Miss

 US futures are mixed with the Nasdaq lagging as the AI rout that started on Wall Street on Monday ricocheted through Asia, where the Kospi crashed as much as 7% after Broadcom's Hock Tan likened AI...

Viking Takes Delivery of Newest River Ship in Europe

Viking (www.viking.com) (NYSE: VIK) today announced it has taken delivery of the Viking Rota, the companys newest Viking Longship. The 190-guest Viking Rota joins its growing fleet of state-of-the-art sister ships and will sail Vikings popular itineraries on the Rhine, Main and Danube rivers. The...

Cond Nast Traveler Readers Name Viking #1 for Rivers and #1 for Oceans for Sixth Consecutive Year

Viking (www.viking.com) (NYSE: VIK) has once again been voted #1 for Rivers and #1 for Oceans by Cond Nast Traveler in the publications 2026 Readers Choice Awards. This marks the sixth consecutive year Viking has been rated at the top of both the river and ocean categories. This press release...

Viking Takes Delivery of Newest River Ship in Egypt

Viking (www.viking.com) (NYSE: VIK) today announced it has taken delivery of the companys newest river ship in Egypt, the Viking Sekhmet. The delivery ceremony for the Viking Sekhmet took place at Massara shipyard in Cairo, Egypt. This press release features multimedia. View the full release here...

Viking (VIK) Down 6.3% Since Last Earnings Report: Can It Rebound?

Viking (VIK) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Viking Announces Float Out of Second Hydrogen-Powered Ship

Viking (www.viking.com) (NYSE: VIK) today announced that the Viking Astrea, the companys second hydrogen-powered cruise ship capable of operating with zero emissions, was floated out, marking a major construction milestone and the first time the ship has touched water. Scheduled for delivery in May...

Viking Announces $1 Billion Share Repurchase Program

Viking Holdings Ltd (Viking or the Company) (NYSE: VIK) today announced that its board of directors authorized a share repurchase program of up to $1 billion of Vikings outstanding ordinary shares. The share repurchase authorization reflects confidence in Viking's long-term prospects, strong...

"Worse Under The Hood": Goldman Warns Consumer Stocks Cracking As Hedge Fund Exposure Tanks

"Worse Under The Hood": Goldman Warns Consumer Stocks Cracking As Hedge Fund Exposure Tanks

 With the US national average for gasoline above the politically sensitive $4-per-gallon level and the University of Michigan Consumer Sentiment Index signaling waning household confidence as...

Viking Holdings Ltd. provides destination-focused itineraries for curious travelers. The firm's journeys including a shore excursion in every port and an onboard and onshore enrichment program that provides deep immersion in the destination through performances of music and art, cooking demonstrations, informative port talks and carefully selected guest lecturers. It provides travel experiences through river vessels, ocean ships, expedition ships and time chartered river ship. The company was founded by Torstein Hagen in 1997 and is headquartered in Hamilton, Bermuda.

Viking Holdings Ltd.

Viking CFO Sees Consistent Consumer Trends, Surge In Early Holiday Bookings For 2026

Equity

Neutral Sentiment

Viking Holdings (VIK) CFO Leah Talactac said during&nbsp;the earnings call on Tuesday that consumer behavior is consistent with what was seen in the past, and the cruise operator has seen guests start to “really engage” and book their holidays for the 2026 season.“So overall, I would say that the consumer is showing signs that it's healthy. They're engaged. They're booking. And we are able to demonstrate that our goals of mid single-digits price increases is achievable,” Talactac added.Retail sentiment on <a href="https://stocktwits.com/symbol/VIK">Viking</a> remained unchanged in the ‘extremely bullish,’ with chatter at ‘extremely high’ levels, according to data from Stocktwits.<figure class="image"><img style="aspect-ratio:806/101;" src="https://news.stocktwits-cdn.com/VIK_sentiment_png_2a6c923faf.webp" alt="VIK sentiment.png" width="806" height="101"><figcaption>VIK sentiment and message volume August 19, 2025, as of 11 am ET | Source: Stocktwits</figcaption></figure>Shares of Viking were down over 3% in early trading. The company’s second-quarter adjusted profit per share stood at $0.99, compared with Wall Street expectations of $1, according to data compiled by Fiscal AI. Viking’s quarterly revenue rose 18.5% to $1.88 billion, compared with estimates of $1.86 billion. “In terms of the overall booking environment, we are seeing sustained strength in demand,” CEO Torstein Hagen said.Talactac added that capacity increased 8.8% the second quarter, driven by the delivery of two river vessels and one ocean ship in 2024, as well as an additional river vessel delivered in March 2025.Viking executives also noted that its newest river offering in India will start with one vessel in 2027 and another one in 2028. The company operates in various regions, including Vietnam, Australia, and South America.A user on Stocktwits noted that the profit miss has overshadowed “solid” second-quarter results.<stembedurl>https://stocktwits.com/OpenOutcrier/message/625744049</stembedurl><a href="https://stocktwits.com/symbol/VIK">Shares of Viking</a> have gained 33% so far this year and jumped 63% in the last 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/target-hospitality-rallies-9-after-stifel-upgrade-on-multi-year-deal-for-data-center-campus-support/chsgm2DRdgz">Target Hospitality Rallies 9% After Stifel Upgrade On Multi-Year Deal For Data Center Campus Support: Retail’s Not Convinced</a>

The passenger cruise ship Viking Jupiter arrives at the French Mediterranean port of Marseille. (Photo by Gerard Bottino/SOPA Images/LightRocket via Getty Images)

CFO Leah Talactac said during the earnings call that capacity increased 8.8% the second quarter, driven by the delivery of two river vessels and one ocean ship in 2024, as well as an additional river vessel delivered in March 2025.

Viking Holdings Ltd

Hold rates steady

Cut 25 bps

Hike 25 bps

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.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

Current Price	$87.24
Prev Close	$84.04
Open	$83.90
Dividend Yield	0.00%
50-Day Moving Average	$86.49
Beta	1.27
Avg. Volume	4.75M
PE Ratio	28.81

52-Week High	$110.09
52-Week Low	$56.37
Market Capitalization	$37.5B
EPS (Annual)	$2.59
Price to Book	36.03
Revenue Per Employee	$500,109.15

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