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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

Reports that SpaceX is seeking substantial financing for Nvidia AI chips have sparked debate over its AI infrastructure ambitions versus added debt and execution risk. Traders are also focused on an upcoming share unlock, with bears warning of selling pressure after a sharp run-up and bulls viewing the financing as investment in future growth.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlists patent settlement with Micron, including a five-year license and resolution of pending litigation, is driving the surge in attention. Many traders see it as validating Netlists IP and expect further agreements, particularly with SK Hynix, while others question the settlement terms and share issuance; talk of Google deals and a Nasdaq uplisting remains speculative.

Seagate Technology Holdings Plc operates as holding company that is engaged in the development, production, and distribution of data storage products and electronic data storage solutions. Its products include hard disk drives, solid state hybrid drives, solid state drives, peripheral component interconnect express cards, serial advanced technology attachment controllers, storage subsystems and computing solutions. The firm offers its products under the Backup Plus and Expansion product lines, and Maxtor and LaCie brands. The company was founded in 1978 and is headquartered in Fremont, CA.

Seagate Technology Holdings Plc

Seagates reported bid for TDKs magnetic-head business is driving concern about deal costs and uncertainty over who will gain control of a key HDD component; TDK has made no decision. Traders are divided between viewing the bid as a risky overreach and seeing upstream control as a strategic advantage, with some buying the selloff.

Constellation Energy Corp. engages in the generation, supply, and marketing of clean electricity, and renewable energy products and solutions. The firm also offers wholesale energy, retail products and services. It operates under the following geographical segments: Mid-Atlantic, Midwest, New York, Electric Reliability Council of Texas (ERCOT), and Other Power Regions Segment. The company was founded in 1960 and is headquartered in Baltimore, MD.

Constellation Energy Corporation

Constellations long-term Google power agreements, including nuclear uprates at existing reactors, drove a sharp rally and reinforced the communitys view that reliable electricity is becoming a key bottleneck for AI data centers. Traders broadly welcomed the deal and its revenue visibility, while some debated whether the stocks rapid move was sustainable and noted profit-taking and intraday volatility.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. It operates through the Hard Disk Drives (HDD) segment. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digital shares are under pressure amid concerns that Toshibas plan to expand hard-drive capacity for AI data centers could increase competition and weaken HDD pricing power. Traders are divided between viewing the expansion as a longer-term threat and calling the selloff an overreaction given the time needed to scale production and continued storage demand.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Globals acquisition of Digital Audience, which is set to expand its identity-resolution capabilities and European reach, is drawing attention. Traders largely view the deal as a positive addition to Zetas AI and data platform, though some question the cost of acquisitions and warn of a possible buy the rumor, sell the news reaction.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digitals agreement for access to up to 1 GW of potential power capacity in Finlandits first international AI data-center developmentis drawing attention ahead of its quarterly results. Many traders welcome the expansion, while others see it as a long-term opportunity that still needs customer commitments and execution, and are frustrated that the news has produced limited share-price momentum.

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 prolonged selloff and move toward fresh 52-week lows dominate discussion, with traders pointing to concerns about slowing growth, weaker engagement, content quality and intensifying streaming competition ahead of earnings. Some see a potential bottom and are accumulating, while others expect further declines and question managements strategy.

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

A sharp rebound has sparked discussion of a possible technical breakout, with traders watching whether the stock can clear resistance and sustain its gains. Bulls point to improving momentum and call activity, while skeptics argue that AMZNs rallies have repeatedly faded and the stock remains choppy.

Constellation Brands, Inc. engages in the production, marketing, and distribution of beer, wine, and spirits. It operates through the following segments: Beer, Wine and Spirits, Corporate Operations and Other, and Canopy. The Beer segment includes imported and craft beer brands. The Wine and Spirits segment sells wine brands across all categories-table wine, sparkling wine, and dessert wine-and across all price points. The Corporate Operations and Other segment refers to the costs of executive management, corporate development, corporate finance, human resources, internal audit, investor relations, legal, public relations, and information technology. The Canopy segment consists of canopy equity method Investments. The company was founded by Marvin Sands in 1945 and is headquartered in Rochester, NY.

Constellation Brands Inc - Ordinary Shares - Class A

Constellation Brands Inc

Constellations quarterly earnings and sales beat expectations, but shares came under pressure as the company left its comparable full-year outlook unchanged while Modelo and Corona sales volumes weakened and beer margins narrowed. Traders are split between viewing the selloff as a value opportunity and seeing continued alcohol-demand softness as a structural headwind.

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NVAX, EBS, ARCT, MRNA Rally After Russia Plague Lab Worker's Death: Retail Traders Eye 'Contract Awards'

A suspected pneumonic plague death at a Russian research institute has revived interest in EBS as a biodefense supplier, with traders speculating that heightened preparedness could lead to government contract awards. The community is also discussing heavy trading and a possible short squeeze, though contract expectations remain unconfirmed and Russian authorities describe the situation as stable.

Emergent Biosolutions (EBS) Soars 14.4%: Is Further Upside Left in the Stock?

Emergent Biosolutions (EBS) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

Equity

No plague case has been confirmed, and no government orders have been announced, but outbreak-linked stocks jumped anyway.

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Emergent BioSolutions Inc. - EBS

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Emergent BioSolutions Inc. - EBS INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Emergent BioSolutions Inc. - EBSPR NewswireNEW YORK, Sept. 24, 2026 NEW YORK, Sept. 24, 2026...

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Emergent BioSolutions Inc. - EBS INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Emergent BioSolutions Inc. - EBSPR NewswireNEW YORK, Sept. 17, 2026 NEW YORK, Sept. 17, 2026...

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Emergent BioSolutions Inc. - EBS INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Emergent BioSolutions Inc. - EBS PR Newswire NEW YORK, Sept. 10, 2026 NEW YORK, Sept. 10, 2026...

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Emergent BioSolutions Inc. - EBS INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Emergent BioSolutions Inc. - EBS PR Newswire NEW YORK, Aug. 27, 2026 NEW YORK, Aug. 27, 2026...

Emergent BioSolutions Inc. (EBS) Shareholders Who Lost Money Contact Law Offices of Howard G. Smith About Securities Fraud Investigation

Law Offices of Howard G. Smith announces an investigation on behalf of Emergent BioSolutions Inc. (Emergent BioSolutions or the Company) (NYSE: EBS) investors concerning the Companys possible violations of federal securities laws. IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN EMERGENT BIOSOLUTIONS...

Securities Fraud Investigation Into Emergent BioSolutions Inc. (EBS) Announced Shareholders Who Lost Money Urged To Contact The Law Offices of Frank R. Cruz

The Law Offices of Frank R. Cruz announces an investigation of Emergent BioSolutions Inc. (Emergent BioSolutions or the Company) (NYSE: EBS) on behalf of investors concerning the Companys possible violations of federal securities laws. IF YOU ARE AN INVESTOR WHO LOST MONEY ON EMERGENT BIOSOLUTIONS...

EBS Investors Have Opportunity to Join Emergent BioSolutions Inc. Fraud Investigation with SBS Law

Schall, Brown & Schwartz LLP (SBS), a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Emergent BioSolutions Inc. (Emergent or the Company) (NYSE: EBS) for violations of the securities laws. INVESTIGATION DETAILS: The investigation...

EBS Investor Alert: Levi & Korsinsky Notifies Investors of Investigation Into Emergent BioSolutions (EBS)

Emergent BioSolutions (NYSE: EBS) shareholders took losses after the Company disclosed a $191.3 million non-cash impairment on its NARCAN franchise, attributed to increased competition and pricing pressure in naloxone. If you suffered a loss on your Emergent BioSolutions investment, you are...

Emergent BioSolutions Inc. engages in the development, manufacture, and commercialization of medical countermeasures. It operates through the following segments: Commercial Product Sales, MCM Product Sales, and Services. The Commercial Product Sales segment includes NARCAN products and other commercial products that were sold as part of the travel health business. The MCM Product Sales segment focuses on the Anthrax - MCM products, Smallpox - MCM products and other products. The Services segment consists of the company’s Bioservices offerings. It offers products for civilian and military populations that address accidental, intentional, and naturally occurring public health threats. The company was founded by Fuad El-Hibri on September 5, 1998 and is headquartered in Gaithersburg, MD.

Emergent Biosolutions Inc

Bullish Sentiment

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.

EBS Emergent Biosolutions Inc