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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 third-quarter results, led by rapid growth in AI compute alongside Starlink, are driving attention and a sharp post-earnings rally. Bulls see the results as evidence of real AI demand, while skeptics point to heavy capital spending, cash burn, valuation, and incoming share unlocks; a potential Tesla merger remains speculative.

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

Netflix sold off after its earnings update despite a profit beat, as softer revenue and margin guidance and a reduced advertising outlook raised concerns about slowing growth and ad execution. Traders are divided between viewing the decline as an overreaction and expecting further weakness amid competition and content concerns.

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

Trading is centered on anticipation of the SELLAS GPS Phase 3 REGAL trials final survival analysis, which is triggered at 80 events; the last publicly cited count was 78, and traders are also watching for SLS009 Phase 2 data. The recent sharp move and heavy volume have fueled speculation about an imminent announcement or buyout, while skeptics stress that no new results or deal are confirmed and the trial outcome remains uncertain.

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 fiscal first-quarter update sharply raised its revenue outlook and gross-margin guidance, citing stronger AI-platform demand, driving a sharp after-hours rally. Many traders welcomed the figures and anticipated short covering, while others questioned whether margins, cash flow and execution can sustain the improvement and whether the stock can hold its gains.

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 AI-RAN call on T-Mobiles live commercial network, alongside its NVIDIA partnership and a planned SoftBank trial, is fueling interest in its push into AI infrastructure. Traders are weighing that progress against whether AI and cloud orders can translate into revenue and profits, with earnings seen as a key test amid recent share-price weakness.

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

Alphabets prolonged weakness and range-bound trading have traders focused on its upcoming earnings, particularly whether cloud and AI demand can translate into returns that justify heavy infrastructure spending. Bulls point to its AI and cloud position, while bears question capex and complain that the shares have lagged despite optimism around the business.

AT&T, Inc. is a holding company, which engages in the provision of telecommunications and technology services. It operates through the Communications and Latin America segments. The Communications segment offers wireless, wireline telecom, and broadband services to businesses and consumers located in the US and businesses globally. The Latin America segment provides wireless services and equipment in Mexico. The company was founded in 1983 and is headquartered in Dallas, TX.

AT&T, Inc.

AT&T Inc

AT&T has drawn attention after SpaceXs spectrum acquisition for Starlink Mobile sparked a sharp telecom selloff on fears of future competition. Many traders view the reaction as excessive because building a rival network could take years, while others see a longer-term threat to carriers customers and pricing power.

Alphabet Inc - Ordinary Shares - Class C

Alphabets shares are under pressure ahead of earnings as traders debate whether Google Cloud and AI growth can justify rising infrastructure spending; claims that capital spending may double remain speculation. Bulls point to the companys AI and cloud opportunities and are buying dips, while bears worry about returns on investment and continued weakness.

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

Attention centers on TG Therapeutics MSToronto clinical presentations, especially initial Phase 1 azer-cel data in progressive MS alongside long-term and dosing updates for BRIUMVI. Traders see the readouts as potential pipeline and commercial catalysts, while noting that azer-cels clinical benefit remains uncertain and BRIUMVIs comparative evidence is not from a head-to-head trial.

Zoom Communications, Inc. engages in the provision of a communications and collaboration platform. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa. The company was founded by Eric S. Yuan in 2011 and is headquartered in San Jose, CA.

Zoom Communications Inc. - Ordinary Shares - Class A

Oppenheimers upgrade of Zoom to Outperform, citing uptake of its AI platform and its shift toward broader communications and workflow services, is drawing attention. Some traders see the upgrade as validation of Zooms growth story, while others remain skeptical about its growth prospects and focus on speculative Anthropic-related upside.

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Tim Smith