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UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealth Group is seeing heightened market volatility and active investor debate following reports that Berkshire Hathaway has fully exited its stake in the company. While some traders view this as a potential risk-off signal that could trigger a near-term reprice, others are dismissing the move as noise, pointing to the company's resilient fundamentals, strong earnings outlook, and growing integration of AI into its operations as reasons to maintain a long-term bullish stance.

Bitmine Immersion Technologies, Inc. is a technology company focused on acquiring, holding, and actively managing ETH as its primary treasury reserve asset. It prioritizes digital ecosystem services, such as consultancy and advisory works. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

BitMine Immersion Technologies Inc

Bitmine Immersion Technologies Inc

Bitmine Immersion Technologies is facing intense scrutiny and volatility as investors grow frustrated with the stock's underperformance relative to Ethereum, fueled by debates over management's accumulation strategy and broader crypto market stagnation. While some community members view recent price dips as a long-term accumulation opportunity ahead of potential legislative clarity, others are actively calling out the CEO for failed price projections and aggressive dilution.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is trending as investors prepare for an oral plenary presentation at the AUA Annual Meeting featuring highly anticipated extended follow-up data for its prostate cancer therapy, CAN-2409. Community discussion is intensely focused on the potential for this data to establish a new standard of care, with significant speculation surrounding the drug's long-term durability and its appeal as a premium buyout candidate for major pharmaceutical firms.

Trio-Tech International engages in the provision of third-party semiconductor testing and burn-in services. It operates through the following segments: Semiconductor Back-End Solutions (SBS) and Industrial Electronics. The SBS segment is focused on the sale of burn-in and reliability test equipment used in the back-end manufacturing processes of semiconductors. Its equipment includes burn-in systems, burn-in boards, and related equipment that is used in the testing of structural integrity of integrated circuits. The Industrial Electronics segment consists of designing, manufacturing, and distributing a range of tests, processes, and other equipment used in the manufacturing processes of customers in various industries in the consumer and industrial market. The company was founded in 1958 and is headquartered in Los Angeles, CA.

Trio-Tech International

Trio-Tech International is experiencing significant trading volume and upward price momentum as investors rotate into semiconductor testing names, drawing comparisons to peers in the AI and EV chip supply chain. The community is actively debating the company's valuation gap relative to its sector, focusing on recent revenue growth, successful capacity expansion in Southeast Asia, and speculative interest in potential hyperscaler partnerships.

Macy's, Inc. engages in the retail of apparel, accessories, cosmetics, home furnishings, and other consumer goods. The firm's brands include Macy's, Bloomingdale's, and Bluemercury. It offers men's, women's, and children's apparel, women's accessories, intimate apparel, shoes, cosmetics, fragrances, as well as home and miscellaneous products. The company was founded by Rowland H. Macy in 1858 and is headquartered in New York, NY.

Macy`s Inc

Macy's Inc

Macy's is trending following a better-than-expected quarterly earnings report where the company beat estimates and raised its full-year guidance, signaling improved momentum from store revamps and strategic growth initiatives. The community is actively debating whether this performance marks a sustainable turnaround or a temporary relief bounce, while also closely watching broader retail sector trends and potential impacts from macroeconomic headwinds.

Generate Biomedicines, Inc. is a clinical-stage generative biology company pioneering the AI revolution in biotechnology and drug design and development. The company was founded in 2018, and is headquartered in Somerville, MA.

Generate Biomedicines Inc

Generate Biomedicines is generating significant market buzz amid conflicting community reports regarding a potential stake by Nvidia, while traders debate the impact of recent insider activity and the company's generative AI-driven drug discovery platform.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

The iShares Silver Trust (SLV) is witnessing heightened volatility and intense social media debate, driven by a combination of macroeconomic inflationary pressures, geopolitical concerns, and emerging industrial demand for silver in AI data center infrastructure. The community is sharply divided between "stackers" who view recent price dips as a strategic buying opportunity and skeptics who interpret the erratic price action as evidence of market manipulation and the conclusion of the recent bullish trend.

SolarEdge Technologies, Inc. engages in the development of energy technology, which provides inverter solutions. The firm operates through the following segments: Solar and All Other. The Solar segment includes the design, development, manufacturing, and sales of an inverter solution designed to maximize power generation. The All Other segment includes the design, development, manufacturing and sales of UPS products, energy storage products, e-Mobility products, and automated machines. Its products and services include photovoltaic inverters, power optimizers, photovoltaic monitoring, software tools, and electric vehicle chargers. The company was founded by Guy Sella, Lior Handelsman, Yoav Galin, Meir Adest, and Amir Fishelov on August 7, 2006 and is headquartered in Herzliya, Israel.

Solaredge Technologies Inc

SolarEdge is seeing intense community debate as the stock experiences a sharp rebound driven by a strategic pivot toward AI data center infrastructure and high-voltage energy storage solutions. While momentum traders are actively targeting a short squeeze amid improved sentiment, skeptics remain focused on the company's underlying fundamentals and the potential for volatility following recent earnings performance.

Venture Global, Inc. engages in the provision of United States liquefied natural gas sourced from resource rich North American natural gas basins. It operates through the following segments: Calcasieu Project, Plaquemines Project, CP2 Project, and Sales and shipping. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Global is trending following a strong quarterly earnings report that featured record production volumes and a significant upward revision to full-year EBITDA guidance, fueling intense community debate over its valuation versus broader market growth. The community remains hyper-focused on the company's strategic positioning within the ongoing energy supply constraints, with active discussions centering on the impact of regional logistics disruptions and the long-term potential for institutional re-rating.

DEGEN is a reward token for Farcaster users, born from meme culture. It features a unique tipping system that allows the community to reward high-quality content creators. DEGEN also powers the Degen Chain, one of the pioneering Layer 3s launched on Base. Known as the “Las Vegas of blockchains,” it provides a platform for building and using Degen apps, offering a space for fun, innovation, and community-driven experiences.

League of Degens 

The Degen community is actively discussing potential upcoming catalysts, including a beta app launch, strategic token buybacks, and ongoing brand building efforts. Despite price volatility, investors remain focused on long-term growth and the potential for increased visibility through future exchange listings and expanded marketing.

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<ul class="summary-bullets"><li>U.S. airlines are under pressure from higher fuel costs, delivery delays, and disruptions in the Middle East.</li><li>Delta has reduced the impact by growing revenue from premium seats, loyalty programs and other services.</li><li>Elon Musk criticized Delta on X, saying the airline is making in-flight Wi-Fi harder and less convenient.&nbsp;</li></ul>Delta Air Lines (DAL) has emerged as one of the sector’s strongest performers so far this year, while many peers continue grappling with economic and geopolitical challenges.&nbsp;<h2 class="st-heading-2">Industry Pressure And DAL’s Strategy&nbsp;</h2>Industry-wide turbulence has intensified this year because of higher fuel expenses, aircraft delivery delays and disruptions tied to the prolonged U.S.-Iran conflict, which has shaken the Middle East oil economy. Those pressures have squeezed margins across the airline industry, particularly for carriers that rely on lower-priced ticket sales.Delta has partially shielded itself from those headwinds by expanding revenue streams beyond airfare. Premium seating, loyalty partnerships, cargo operations, and maintenance services now account for a large share of company revenue.Delta Air Lines’ stock is the only one among other major airlines to have gained over 3% year-to-date.&nbsp;<img src="https://news.stocktwits-cdn.com/koyfin_20260515_021203873_png_2e685414ce.webp" alt="koyfin_20260515_021203873.png">Despite its good performance, the airline is facing public criticism from Elon Musk after the carrier selected Amazon’s (AMZN) upcoming Leo satellite network over SpaceX’s Starlink service for future in-flight internet connectivity.<h2 class="st-heading-2">Musk Locks Horns With DAL’s Choice</h2>Replying to a post on X&nbsp;earlier this week, the SpaceX CEO&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2054679135637962951">accused</a> Delta of prioritizing a restrictive customer experience over convenience.“Delta wanted to make it painful, difficult and expensive for their customers. Hard to see how that is a winning strategy,” Musk said.&nbsp;In late March, Delta Air Lines signed a deal with Amazon to install Amazon Leo on 500 planes starting in 2028, aiming to make in-flight internet faster for passengers on both domestic and international routes.&nbsp;&nbsp;The new agreement builds on Delta’s longstanding reliance on Amazon Web Services, which already powers several of the airline’s technology systems.“This agreement gives us the fastest and most cost-effective technology available to better connect the world today, and it deepens our work with a global leader that shares our ambition to build what’s next — creating even stronger human connection for our people and our customers for years to come,” said Ed Bastian, Delta’s CEO, in March.&nbsp;In a separate&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2055094908860719174">post</a> late Thursday, Musk warned that Delta’s decision to go with Amazon Leo will eventually cost them customer traffic. “They will lose passengers over this,” he said.According to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.pcmag.com/news/not-accurate-delta-pushes-back-on-elon-musk-over-starlink-in-flight-wi">report</a> on&nbsp;PCMag, United shot back at Musk’s jibe, saying, “The assertion in question is not accurate.”Musk responded after SpaceX investor Ron Baron said Delta may want more control over how passengers use in-flight Wi-Fi. Musk said on X that Starlink avoids complicated login requirements and is designed to work smoothly, like home internet.&nbsp;“Not exactly. SpaceX requires that there be no annoying “portal” to use Starlink.Starlink WiFi must just work effortlessly every time, as though you were at home,” Musk said.Musk also&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2054692244259782845">shared</a> support from the YouTube sensation, Mr. Beast, who strongly backed Starlink, saying he would only fly on planes offering the service because it reliably supports his global productions and works in remote areas without traditional internet.&nbsp;The back-and-forth comments have ignited a fresh rivalry in the aviation and satellite industries.&nbsp;<h2 class="st-heading-2">The Satellite Internet Showdown</h2>The larger debate centers on whether Amazon Leo can compete with Starlink’s existing infrastructure. Amazon’s satellite system remains in an earlier deployment phase. Starlink already operates on multiple airlines, including some United Airlines Holdings (UAL) routes.&nbsp;Amazon’s Leo system, however, remains in development and is expected to begin broader deployment in the coming years.Starlink made $11.4 billion in revenue last year, which was 61% of SpaceX’s total sales. It also earned about $7.2 billion in adjusted EBITDA, giving it a 63% margin. Using SpaceX’s expertise, Starlink builds and operates satellites to provide fast, low-latency internet worldwide.&nbsp;Meanwhile, DAL stock has gained more than 42% over the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/lunr-stock-eyes-third-week-of-gains-analyst-still-sees-upside/cZXlVYFReSD">LUNR Stock Eyes Third Week Of Gains: Analyst Still Sees 37% Upside</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 Elon Musk speaks onstage during the "Exploring the New Frontiers of Innovation: Mark Read in Conversation with Elon Musk" session at the Lumiere Theatre.

DAL Leads Airline Stocks In Turbulent Year — But Elon Musk Warns Of Passenger Loss By Picking Amazon Leo Over Starlink 

Delta’s decision hinges on cost and performance benefits tied to the existing Amazon partnership. 

Equity

Delta’s decision hinges on cost and performance benefits tied to the existing Amazon partnership. 


<ul class="summary-bullets"><li>Advisers are reportedly exploring broader international retail participation, including potential allocation partnerships with brokerage platforms in the U.K., Japan and Canada.</li><li>DXYZ has become a major retail proxy for SpaceX, with the company representing 16.2% of its portfolio.</li><li>The SpaceX IPO filing could coincide with the company’s upcoming Starship test flight.</li></ul>Shares of Destiny Tech100 (DXYZ), Tema Space Innovators ETF (NASA) and ERShares Private-Public Crossover ETF (XOVR) jumped overnight heading into Friday as investors rushed to gain indirect exposure to SpaceX ahead of the company’s expected IPO filing next week and a potentially record-shattering public offering.In overnight trading,&nbsp;<a href="https://stocktwits.com/symbol/DXYZ">DXYZ</a> gained 5%,&nbsp;<a href="https://stocktwits.com/symbol/NASA">NASA</a> rose 3%, while&nbsp;<a href="https://stocktwits.com/symbol/XOVR">XOVR</a> added 1%.&nbsp;<h2 class="st-heading-2">SpaceX IPO Filing Nears</h2>The rally comes as anticipation intensifies around Elon Musk’s reusable-rocket giant, which is reportedly expected to publicly release its IPO prospectus as soon as next week, ahead of a June 8 roadshow, CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/05/14/spacex-ipo-prospectus-could-land-as-soon-as-next-week-sources-say.html?taid=6a06331d76997b0001c3efff&amp;utm_campaign=trueanthem&amp;utm_content=main&amp;utm_medium=social&amp;utm_source=twitter">reported</a>, citing sources familiar with the matter.SpaceX confidentially filed for an IPO in April and is expected to pursue one of the largest listings ever attempted on Wall Street. The company is reportedly targeting a $70 billion to $75 billion raise and aiming for a valuation above $1.75 trillion, a scale that would more than double Saudi Aramco’s record $29 billion IPO in 2019, the largest public offering ever.&nbsp;SpaceX’s advisers are reportedly considering international retail participation given the size of the offering, including potential allocation partnerships with brokerage platforms in markets such as the U.K., Japan and Canada. The filing could also be released slightly ahead of schedule to give investors more time to evaluate the company’s financials before the June roadshow begins.&nbsp;The IPO follows SpaceX’s merger with Musk’s AI company xAI in February, valuing the combined firm at $1.25 trillion. Investor enthusiasm around SpaceX has accelerated as the company expands far beyond its core rocket launch business into satellite broadband, AI infrastructure, direct-to-cell communications and orbital data systems.Recently, Musk said xAI would no longer operate as a separate company and would instead integrate directly into SpaceX under the “SpaceXAI” banner, further boosting the company’s position amid the broader AI investment boom. The expected filing could also coincide with SpaceX’s upcoming Starship test flight, adding another major catalyst ahead of the IPO.&nbsp;<h2 class="st-heading-2">DXYZ Emerges As Leading SpaceX Proxy</h2>DXYZ has become one of the market’s most closely watched retail vehicles for indirect exposure to SpaceX. SpaceX currently represents the largest holding within Destiny Tech100’s portfolio at 16.2% of total assets. The closed-end investment company also provides investors with exposure to several other high-profile private technology firms, including xAI, OpenAI, Anthropic, Databricks and Shield AI.The structure has attracted retail investors looking for access to late-stage private technology companies before they enter public markets. As of Dec. 31, 2025, Destiny Tech100 reported a net asset value of $19.97 per share, up 76% from the prior quarter and more than 210% from a year earlier. Total portfolio fair value rose to $434 million.The fund later expanded its portfolio through investments tied to Anthropic, Chaos Industries and aerospace company Hermeus Corporation.<h2 class="st-heading-2">XOVR, NASA Offer Alternative SpaceX Exposure</h2>Investors also rotated into XOVR, which combines public equities with exposure to selected private firms. As of Dec. 31, the ETF managed $1.49 billion in assets. SpaceX accounted for 10.86% of the portfolio through special-purpose vehicle exposure, making it one of the fund’s largest positions alongside Nvidia, Meta, Instacart and Affirm Holdings. The ETF structure allows investors to maintain daily liquidity while still accessing private-market exposure typically unavailable through traditional exchange-traded funds.NASA ETF also drew investor attention as the fund maintains a 10% exposure to SpaceX through a special-purpose vehicle structure and also holds positions in space and satellite-related companies, including AST SpaceMobile, Rocket Lab, Planet Labs and Intuitive Machines.The portfolio is broadly focused on launch infrastructure, satellite connectivity, orbital defense systems and commercial space technologies. Tema ETF chief investment officer Yuri Khodjamirian previously called SpaceX “the defining company of the space economy.”<h2 class="st-heading-2">How Do Retail Traders Feel About DXYZ, NASA And XOVR?</h2>On Stocktwits, retail sentiment around DXYZ and NASA was ‘extremely bullish’ amid ‘extremely high’ message volume, while sentiment on XOVR was ‘bullish’ with ‘normal’ message volume.One user&nbsp;<a href="https://stocktwits.com/LittleIronman2/message/653453412">said</a>, “SpaceX going to be releasing steady amounts of news to and after IPO. It’ll be over $2T. The new frontier with stable earth revenue.”<stembedurl>https://stocktwits.com/LittleIronman2/message/653453412</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/ride_the_volatality/message/653438552">said</a>, “Next week it is guys, SpaceX will file prospectus and this will see a lot of retail interest immediately.”<stembedurl>https://stocktwits.com/ride_the_volatality/message/653438552</stembedurl>Over the past year, DXYZ has gained 7%, NASA has climbed 43%, while XOVR is up 6%.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sls-stock-conference-season-investors-aml-readout-hints/cZXlLCvReSN">SLS Stock Surges Into Conference Season As Investors Hunt For AML Readout Hints&nbsp;</a>

A SpaceX Falcon 9 rocket lifts off from launch pad 40 at the Cape Canaveral Space Force Base carrying a classified satellite for the NRO (National Reconnaissance Office). 

DXYZ, NASA, XOVR Rise Overnight: Investors Rush For SpaceX Exposure Ahead Of Next Week’s IPO Filing

SpaceX is reportedly preparing to launch its IPO roadshow on June 8.

<ul class="summary-bullets"><li>All 11 of xAI’s original co-founders have now departed the company, according to the report.</li><li>The exodus follows the all-stock acquisition that merged Elon Musk’s xAI into his rocket manufacturing firm SpaceX.</li><li>Meta and Thinking Machines Lab have been among the most active recruiters of the former xAI talent.</li></ul>More than 50 researchers and engineers have reportedly left xAI to join other tech firms, such as Meta Platforms and Thinking Machines Lab, since SpaceX acquired the artificial intelligence startup in February.The departures, which include layoffs, firings, and voluntary exits, primarily involve staff working on xAI’s Grok large language models, The Information <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/spacexai-exodus-50-recent-exits-meta-thinking-machines-hire-staff?offer=rtsu-engagement-25%2Crtsu-featured-articles-pro&amp;utm_campaign=RTSU%3A%28FINAL%29+The+Spa&amp;utm_content=13357&amp;utm_medium=email&amp;utm_source=cio&amp;utm_term=9262&amp;rc=prcjzy">reported</a>. All 11 of xAI’s original co-founders have now departed the company, according to the report.<h2 class="st-heading-2">SpaceX-xAI Merger</h2>The exodus follows the all-stock acquisition that merged Elon Musk’s xAI into his rocket manufacturing firm SpaceX, creating one of the world’s most valuable private companies.The Information noted that leaders of teams working on coding, world models, and Grok voice left the company earlier this month. The exits have effectively brought down the number of researchers at xAI from 200 as of late last year, the report said, while noting the culture of extreme overwork was a factor that likely contributed to the exits.<h2 class="st-heading-2">Who Is Hiring?</h2>Meta and Thinking Machines Lab have been among the most active recruiters of the former xAI talent, offering substantial compensation packages, as per the report. Several alumni have also joined other frontier AI labs or launched their own ventures.According to the report, Meta has hired at least 11 researchers and engineers from xAI since February, while Thinking Machines has roped in at least seven people over the same timeframe. Claude-parent Anthropic, meanwhile, hired at least two former xAI employees this year.<h2 class="st-heading-2">Musk’s Vision For SpaceX</h2>Earlier this month, Musk said that xAI will be dissolved as a standalone company and fully integrated into SpaceX, rebranding its AI efforts as SpaceXAI.The renaming comes as SpaceX prepares for one of the largest initial public offerings in history. The company is targeting a mid-2026 IPO — possibly as early as June — with valuations discussed in the $1.75 trillion to $2 trillion range.<h2 class="st-heading-2">How Do Retail Traders Feel?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/SPACEX">SPACEX</a> trended within the ‘bullish’ territory over the past 24 hours, while message volume stayed at ‘high’ levels.Meanwhile, sentiment around META stayed within the ‘bullish’ territory over the past 24 hours while message volume stayed at ‘normal’ levels.<a href="https://stocktwits.com/symbol/META">META stock</a> has fallen 6% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/aard-stock-plummets-after-hours-as-cardiac-safety-concerns-trigger-fda-hold-on-late-stage-program/cZXSEPUReSj">AARD Stock Plummets After Hours As Cardiac Safety Concerns Trigger FDA Hold On Late-stage Program</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Tesla, SpaceX and X CEO Elon Musk arrives to the inauguration of U.S. President-elect Donald Trump in the Rotunda of the U.S. Capitol on January 20, 2025 in Washington, DC. (Photo by Chip Somodevilla/Getty Images)

SpaceX Faces Talent Drain As 50+ xAI Staff Reportedly Exit For Meta, Thinking Machines

The departures, which include layoffs, firings, and voluntary exits, primarily involve staff working on xAI’s Grok large language models, The Information reported.

<ul class="summary-bullets"><li>Elon Musk said SpaceX “deliberately” accepted lower airline deals to make Starlink simpler for passengers.</li><li>Delta later partnered with Amazon’s satellite initiative despite Amazon having far fewer satellites than Starlink.</li><li>Investors are increasingly focused on a potential SpaceX IPO valued between $1.75 trillion and $2 trillion.</li></ul>Shares of Tesla, Inc. (TSLA) climbed 1% in premarket trading on Thursday as CEO Elon Musk defended Starlink’s airline strategy, while growing excitement around a potential SpaceX IPO continued spilling into the EV maker’s sentiment.<a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> jumped 3% on Wednesday and is headed for its third straight weekly gain, rising about 4% so far this week.&nbsp;<h2 class="st-heading-2">Delta’s Starlink Rejection Draws Attention</h2>Musk&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2054795185255854170">said on X</a> that SpaceX “deliberately” accepted lower airline revenue in exchange for making Starlink internet connectivity simpler and more accessible for passengers.The comments came after Tesla influencer Sawyer Merritt, citing Baron Capital portfolio manager Ron Baron,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/SawyerMerritt/status/2054614642375151823">said</a> that Delta Air Lines rejected adopting Starlink across its fleet because the airline wanted passengers routed through its Delta Sync portal instead of a Starlink-branded system.&nbsp;Delta later partnered with Amazon’s low-Earth-orbit satellite initiative in March, despite Amazon having only around 300 satellites in orbit compared with Starlink’s over 10,000 satellites currently deployed.In a separate&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2054679135637962951">post on X</a>, Musk criticized Delta’s approach to onboard internet connectivity: “SpaceX requires that there be no annoying ‘portal’ to use Starlink,” Musk wrote. “Starlink WiFi must just work effortlessly every time, as though you were at home.”“Delta wanted to make it painful, difficult and expensive for their customers. Hard to see how that is a winning strategy,” he added. The comments renewed investor focus on Starlink’s rapid expansion in the airline WiFi market, where several carriers have already begun deploying the satellite internet service to offer free high-speed connectivity onboard flights.<h2 class="st-heading-2">SpaceX IPO Frenzy&nbsp;</h2>The Starlink talks also come amid intensifying investor excitement around SpaceX’s expected public listing, which could value the company between $1.75 trillion and $2 trillion and potentially become one of the largest IPOs in market history. Markets have focused on SpaceX’s expansion far beyond rockets into satellite broadband, AI infrastructure, direct-to-device communications and orbital data-center ambitions.Investor enthusiasm accelerated further after reports that Google has discussed a potential launch partnership with SpaceX for orbital AI data centers under its “Project Suncatcher” initiative. SpaceX has also announced agreements involving Anthropic and filed applications seeking approval to eventually deploy up to one million satellites supporting future orbital infrastructure.Last week, Musk said that xAI would no longer operate as a separate company and would instead integrate into SpaceX under the “SpaceXAI” banner.&nbsp;&nbsp;<h2 class="st-heading-2">Tesla-SpaceX Deal Speculation&nbsp;</h2>The growing SpaceX IPO buzz has also reignited fresh merger talks with Tesla as investors view Musk’s companies as part of a broader interconnected ecosystem spanning AI, robotics, autonomous driving, satellites and AI infrastructure. Investor interest around a potential Tesla-SpaceX deal has also risen as integration across Musk’s companies accelerates.SpaceX recently merged with xAI, the AI company behind Grok, in a deal valuing SpaceX at $1 trillion and xAI at around $250 billion, creating a combined entity worth about $1.25 trillion. Tesla has converted its $2 billion investment in xAI into a stake in SpaceX after the deal. SpaceX has also reportedly explored a potential deal with Tesla, alongside alternative restructuring talks for xAI.<h2 class="st-heading-2">Starlink Emerges As SpaceX Cash Cow</h2>Starlink has become SpaceX’s primary cash cow. The satellite internet business generated $11.4 billion in revenue last year, accounting for about 61% of SpaceX’s overall sales. Starlink also produced around $7.2 billion in adjusted EBITDA, translating into margins around 63%, according to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/new-spacex-numbers-show-reliance-starlink?rc=prcjzy">The Information</a>.&nbsp;SpaceX’s capex plans are also rapidly expanding. A Terafab chip complex in Texas involving Tesla and SpaceX could require at least $55 billion in investment, with some estimates climbing as high as $119 billion depending on future development phases, WSJ&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/tech/spacex-tees-up-massive-spending-ahead-of-ipo-bd8cfffd">noted</a>. The company is simultaneously investing heavily in launchpads, satellite manufacturing, solar-cell production and low-Earth-orbit infrastructure.<h2 class="st-heading-2">How Do Retail Traders Feel About TSLA?</h2>On Stocktwits, retail sentiment for Tesla was ‘extremely bullish’ amid ‘high’ message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/tsla_ss_png_2cf6690d7f.webp" alt="tsla ss.png" width="975" height="144"><figcaption>TSLA sentiment and message volume as of May 14 | Source: Stocktwits</figcaption></figure>So far this year, TSLA stock has lagged several of its “Magnificent Seven” peers, making it the group’s third-worst performer, with a 1% decline.&nbsp;&nbsp;&nbsp;&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/asts-stock-blackrock-stake-eases-satellite-delay-fears/cZX10AYRe1P">ASTS Stock Rises Overnight: BlackRock Stake Boost Calms Investor Fears Over Satellite Deployment Delays&nbsp;</a>

Elon Musk speaks at the Milken Institute Global Conference in Beverly Hills (Photo by Apu Gomes/Getty Images)

TSLA Stock Rides SpaceX IPO High — Elon Musk Says SpaceX ‘Deliberately’ Took Lower Airline Deals 

Musk also criticized Delta Air Lines after the airline rejected Starlink for its fleet.

<ul class="summary-bullets"><li>New Street called Rocket Lab the only scaled Western space platform outside of SpaceX.</li><li>The brokerage also called EchoStar a "hidden SpaceX proxy" because it owns a 2.2% stake in SpaceX.</li><li>The firm said Viasat’s massive global MSS spectrum position is not reflected in its share price.</li></ul>Investor frenzy around SpaceX is beginning to spill into public space stocks, with New Street naming Rocket Lab (RKLB), EchoStar (SATS), and Viasat (VSAT) among the biggest potential winners from the rapidly expanding space economy.On Wednesday,&nbsp;<a href="https://stocktwits.com/symbol/RKLB">RKLB</a> jumped 6%,&nbsp;<a href="https://stocktwits.com/symbol/SATS">SATS</a> gained 3%,&nbsp;<a href="https://stocktwits.com/symbol/TSAT">TSAT</a> climbed 1% and&nbsp;<a href="https://stocktwits.com/symbol/PL">PL</a> edged up 0.2%, while&nbsp;<a href="https://stocktwits.com/symbol/VSAT">VSAT</a> slipped 1%.&nbsp;<h2 class="st-heading-2">Rocket Lab: Rare Scaled Alternative To SpaceX</h2>In a fresh launch of coverage across space stocks, New Street analysts initiated ‘Buy’ ratings on Rocket Lab, Viasat, and EchoStar, while assigning Sell ratings to Planet Labs (PL) and Telesat (TSAT).Among the firm’s top calls was Rocket Lab, which New Street called the only Western space platform on a scale with SpaceX. The brokerage said that Rocket Lab’s current valuation implies that the company captures less than 1% of the broader space economy opportunity, despite rapidly expanding across launch services, missile defense, satellite manufacturing, spacecraft systems, and national security infrastructure. New Street said that opportunity remains “largely underpriced.”The bullish stance comes as Rocket Lab aggressively builds out a vertically integrated space and defense platform spanning reusable rockets, hypersonic testing, defense payloads, spacecraft manufacturing and orbital infrastructure.During the company’s recent quarterly earnings call, Rocket Lab CEO Peter Beck highlighted the company’s exposure to national security and defense programs, including the Pentagon’s MACH-TB hypersonic initiative and Golden Dome-related Space interceptor opportunities.Rocket Lab also disclosed a record $2.2 billion backlog, while confirming that customer demand for its upcoming reusable Neutron rocket remains strong ahead of the vehicle’s expected first launch later this year. The company also announced a major 20-launch Haste hypersonics contract, alongside a separate Neutron agreement, the largest launch contract in Rocket Lab’s history.<h2 class="st-heading-2">SpaceX IPO Buzz Fuels The Entire Space Trade</h2>Space stocks have been riding SpaceX’s IPO buzz, with the firm targeting a mid-2026 IPO that could value the Elon Musk-led company between $1.75 trillion and $2 trillion, potentially making it one of the largest public listings in market history.Markets have increasingly focused on SpaceX’s expansion beyond rockets into AI infrastructure, satellite broadband, direct-to-device communications and orbital data-center ambitions. The enthusiasm accelerated further after reports of Google being in talks with SpaceX for a potential rocket-launch deal for orbital AI data centers.SpaceX has also recently announced agreements involving Anthropic and filed applications to launch up to one million satellites supporting future orbital infrastructure. Investors have additionally focused on the possibility that a future SpaceX IPO could trigger major passive ETF inflows following accelerated index inclusion rule changes across Nasdaq, S&amp;P and FTSE Russell.<h2 class="st-heading-2">EchoStar: Hidden SpaceX Proxy Play</h2>New Street also identified EchoStar as a direct proxy play on SpaceX. The firm pointed to EchoStar’s 2.2% ownership stake in SpaceX after the xAI merger, saying that a future SpaceX IPO at a higher valuation could create “meaningful upside” for SATS shares. The brokerage also highlighted EchoStar’s growing importance in direct-to-device satellite connectivity infrastructure.Recently, the FCC approved EchoStar’s sale of 65 megahertz of nationwide spectrum to SpaceX for Starlink’s direct-to-device offerings. The FCC said that the deal would boost America’s leadership in satellite-to-smartphone connectivity, while accelerating wireless infrastructure.<h2 class="st-heading-2">Viasat: Underappreciated Spectrum Giant</h2>New Street also turned bullish on Viasat, saying that the company’s ownership of the world’s “largest band of global MSS spectrum” is not being reflected in the current share price. The brokerage believes that Viasat’s spectrum position could become more valuable as satellite broadband, direct-to-device communications and orbit connectivity markets continue expanding globally.The call comes shortly after Viasat successfully launched its ViaSat-3 Flight 3 satellite aboard a SpaceX Falcon Heavy rocket last month. The satellite is expected to add more than 1 terabit per second of throughput capacity across the Asia-Pacific region as part of Viasat’s broader multi-orbit connectivity strategy. Viasat said the constellation can support aviation connectivity, maritime broadband, government and defense communications, business internet services and rural broadband expansion globally.<h2 class="st-heading-2">New Street Leans Bearish On PL And TSAT</h2>Meanwhile, New Street assigned ‘Sell’ ratings to Planet Labs and Telesat. For Planet Labs, the brokerage said that the company remains “well positioned with tier-2 countries” but expressed concerns that the valuation already reflects much of that opportunity.For Telesat, New Street warned that the rapid rise in satellite capacity from both Starlink and Amazon could pressure pricing across the industry and potentially lead the company to miss future revenue expectations.<h2 class="st-heading-2">How Do Retail Traders Feel About Space Stocks?</h2>Investors are broadly optimistic about space stocks on Stocktwits. Retail sentiment for RKLB was ‘extremely bullish’ amid ‘extremely high’ message volume, while VSAT, SATS, PL and TSAT all carried ‘bullish’ sentiment readings. Among them, SATS and PL saw ‘high’ message volume, while VSAT and TSAT recorded ‘normal’ activity.Space stocks have delivered massive returns over the past year. PL has surged 978%, while VSAT has rallied 578%, SATS has gained 574%, RKLB has climbed 469% and TSAT has advanced 213%.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sls-stock-4-year-high-blackrock-stake-aml-trial-buzz/cZX1gPORe1G">SLS Stock Hits 4-Year High: BlackRock Stake Boost Fuels Buzz Around Looming AML Trial Readout&nbsp;</a>

The SpaceX logo is displayed on a smartphone screen with the xAI logo in the background.

SpaceX Fever Is Spreading Across Space Stocks — Here’s Why New Street Is Bullish On RKLB, SATS And VSAT

Space stocks have rallied amid growing excitement around SpaceX’s potential $2 trillion IPO.

SpaceX Ripple Effect? RKLB, SATS And VSAT Emerge As Top Space Stock Bets 

<ul class="summary-bullets"><li>Google is reportedly in talks to partner with SpaceX on a launch tied to orbital AI data centers under its “Project Suncatcher” initiative.</li><li>DXYZ gained traction since SpaceX represents its largest holding at 16.2% of assets.</li><li>NASA emerged as another SpaceX proxy after launching with a 10% direct exposure to SpaceX.</li></ul>Shares of Destiny Tech100 (DXYZ) and the Tema Space Innovators ETF (NASA) rallied in premarket trading on Wednesday as Google’s potential partnership with SpaceX sent investors scrambling for public-market exposure to the highly anticipated mega IPO.&nbsp;DXYZ ETF jumped 12% in premarket trading, while NASA ETF rose 7%. Other space stocks also rallied, with Intuitive Machines (LUNR) up 9%, Rocket Lab (RKLB) gaining 6%, Firefly Aerospace (FLY) rising 3% and AST SpaceMobile (ASTS) advancing 2%.&nbsp;<h2 class="st-heading-2">Google-SpaceX Buzz Fuels Space Trade</h2>The rally came after the WSJ&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/tech/spacex-google-in-talks-to-explore-data-centers-in-orbit-7b7799e2">reported</a> that Google is in talks with SpaceX about a rocket-launch partnership to support orbital AI data centers as part of its broader “Project Suncatcher” initiative, which aims to begin deploying prototype satellites by 2027. Google CEO Sundar Pichai previously said that the tech giant plans to place “tiny racks of machines” into orbit before scaling larger space-based data-center infrastructure over time.SpaceX is expected to pursue one of the largest public listings in history, potentially raising as much as $75 billion at a projected valuation of about $2 trillion. The deal is also expected to include an unusually large retail allocation, with reports suggesting SpaceX could reserve up to 30% of the IPO for individual investors.Markets have also focused on SpaceX’s evolution beyond rocket launches into a sprawling AI, satellite broadband and infrastructure platform spanning Starlink, direct-to-cell connectivity, hyperscale processing ambitions and orbital data centers.SpaceX has also aggressively expanded its AI infrastructure ambitions. The company recently announced agreements involving Anthropic and separately filed applications to launch up to one million satellites for orbital infrastructure. The latest Google discussions have boosted investor confidence that major hyperscalers may eventually rely on SpaceX’s launch infrastructure and orbital network as AI-powered demand accelerates globally.Investors have also focused on the possibility that a SpaceX IPO could trigger massive passive ETF inflows due to recently approved accelerated index inclusion rule changes across the Nasdaq, S&amp;P, and FTSE Russell frameworks.<h2 class="st-heading-2">DXYZ Gains As Investors Chase SpaceX Exposure</h2>The renewed excitement around SpaceX quickly spilled into publicly traded investment vehicles offering indirect exposure to the company ahead of its IPO. DXYZ, structured as a closed-end investment company focused on late-stage private technology firms, currently holds SpaceX as its single largest portfolio position at 16.2% of assets.The fund also provides exposure to several high-profile private AI and technology companies, including xAI, Anthropic, OpenAI, Databricks and Shield AI, making it one of the few publicly traded vehicles offering retail investors access to a basket of pre-IPO AI and space firms.As of Dec. 31, 2025, Destiny Tech100 reported a net asset value of $19.97 per share, up 76% sequentially and more than 210% from a year earlier, while total portfolio fair value rose to $434 million. The fund later expanded exposure through additional investments tied to Anthropic, Chaos Industries and Hermeus Corporation.<h2 class="st-heading-2">NASA ETF Becomes Another SpaceX Proxy</h2>NASA also attracted investor attention after its March launch, with direct exposure to SpaceX accounting for 10% of assets through a special-purpose vehicle structure. Beyond SpaceX, the portfolio includes space and satellite-related names such as AST SpaceMobile, Rocket Lab, Planet Labs and Intuitive Machines. NASA also absorbs the transaction costs associated with maintaining SpaceX exposure through the special-purpose vehicle structureThe fund focuses broadly on satellite connectivity, launch infrastructure, orbital defense systems and commercial space tech. Tema ETF’s chief investment officer Yuri Khodjamirian, previously called SpaceX “the defining company of the space economy.”<h2 class="st-heading-2">How Do Retail Traders Feel About DXYZ And NASA?</h2>On Stocktwits, retail sentiment for DXYZ and NASA was ‘extremely bullish’ amid ‘extremely high’ message volume.One user&nbsp;<a href="https://stocktwits.com/DayTradering/message/653175094">said</a>, “NASA will have its day. When SpaceX’s IPO gets closer—and especially afterward—the whole sector will fly.”<stembedurl>https://stocktwits.com/DayTradering/message/653175094</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/sam92/message/653168615">commented</a> on DXYZ, saying: “This fund portfolio is loaded with big hitters. It is like owning the music rights of the Beatles, Zeplin, BlackSabbath, Aerosmith, Nirvana, The Grateful Dead, Drake. This fund can go 20 times from present levels.”&nbsp;<stembedurl>https://stocktwits.com/sam92/message/653168615</stembedurl>DXYZ ETF has risen 34% over the past year, while NASA ETF has climbed 33% over the same period.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/asts-rklb-trump-golden-dome-space-defense-bets/cZXLOOjRe0W">ASTS, RKLB Stocks Jump Overnight: Trump’s $1.2 Trillion Golden Dome Spending Boom Fuels Space Defense Bets&nbsp;</a>

DXYZ ETF has risen 34% over the past year, while NASA ETF has climbed 33% over the same period. (Photo credot: Getty Images)

DXYZ, NASA Rally Premarket: Google’s Space AI Push Sends SpaceX IPO Bets Into Overdrive

 Investors are betting on SpaceX’s transformation into a broader AI, satellite broadband and orbital infrastructure company ahead of its anticipated mega IPO.

<ul class="summary-bullets"><li>Google aims to launch two prototype satellites by early 2027 as part of Project Suncatcher.</li><li>Google CEO Sundar Pichai announced the company’s plans in November last year to begin building AI data centers in space to harness the sun’s power.</li><li>SpaceX CEO Elon Musk has been touting the importance of data centers in space, stating that this is by far the fastest way to scale within four years.&nbsp;</li></ul>Alphabet Inc.’s (GOOG, GOOGL) Google is reportedly in talks with SpaceX to launch data centers in orbit as it looks to take the first step toward harnessing solar power in space.According to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/tech/spacex-google-in-talks-to-explore-data-centers-in-orbit-7b7799e2">report</a> by The Wall Street Journal citing a person familiar with the matter, Google is also in talks with other rocket launch companies.Google is one of the early investors in SpaceX, with a 6.1% stake in the Elon Musk-led startup, which is reportedly aiming for a $1.75 trillion valuation in an initial public offering (IPO) this year.<a href="https://stocktwits.com/symbol/AZTR">SpaceX</a> is currently not listed, while&nbsp;<a href="https://stocktwits.com/symbol/GOOGL">Alphabet’s Class A shares</a> were down 1% in Tuesday's midday trade. Retail sentiment on Stocktwits around GOOGL stock trended in the ‘bearish’ territory at the time of writing.<h2 class="st-heading-2">Potential Boost Ahead Of SpaceX IPO</h2>Any partnership with Google could further strengthen investor interest in SpaceX ahead of its anticipated IPO later this year.Musk has been touting the importance of data centers in space, arguing that orbital compute infrastructure could become the fastest way to scale AI capacity within the next four years.“Satellites with localized AI compute, where just the results are beamed back from low-latency, sun-synchronous orbit, will be the lowest cost way to generate AI bitstreams in &lt;3 years,” he said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/1997706687155720229">post</a> on X in December last year.The push toward orbital data centers comes amid growing power, cooling, and infrastructure demands from AI companies needed to support the next wave of artificial intelligence growth.<h2 class="st-heading-2">GOOGL’s Project Suncatcher</h2>Google CEO Sundar Pichai <a href="https://stocktwits.com/news-articles/markets/equity/sundar-pichai-elon-musk-ai-data-centers-in-space/cLIHJeIREVn">announced</a> the company’s plans in November last year to begin building AI data centers in space to harness the sun’s power. The company aims to launch two prototype satellites by early 2027.“We want to put these data centers in space, closer to the sun, and I think we’re taking the first step in 2027. We’ll send tiny, tiny racks of machines and have them in satellites, test them out, and then start scaling from there,” he said.Pichai described it as one of the company’s “moonshots” as it explores ways to harness solar energy more effectively, which he said is about 100 trillion times greater than the energy currently produced on Earth.He also said that within the next decade or so, space-based data centers could become the standard approach for expanding computing infrastructure.<h2 class="st-heading-2">Why Is GOOGL Approaching SpaceX?</h2>SpaceX is among the most prolific spaceflight companies in the world, with 649 completed missions and 610 landings in total.The company operates the reusable Falcon 9 rocket platform, designed to dramatically lower launch costs and transport heavier payloads into orbit. That could become critical if Google eventually scales from experimental satellite racks to full-fledged orbital data center infrastructure.<a href="https://stocktwits.com/symbol/GOOGL">GOOGL stock</a> is up 23% year-to-date and 142% over the past 12 months. The S&amp;P 500 ETF (SPY) is up 26% over the past 12 months, while the Invesco QQQ Trust (QQQ) is up 37%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/goldman-sachs-john-waldron-ai-capex-continue-healthy-clip/cZXXiL8Reii">Goldman Sachs' John Waldron Dismisses AI Capex Concerns, Says It Will Continue At A ‘Very Healthy Clip’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Google CEO Sundar Pichai (L) and Tesla and SpaceX CEO Elon Musk attend the inauguration of Donald Trump in the U.S. Capitol Rotunda on January 20, 2025.

Google, SpaceX Reportedly In Talks To Launch Data Centers In Orbit

According to a report by The Wall Street Journal, Google is also in talks with other rocket launch companies.

<ul class="summary-bullets"><li>The firm simultaneously rotated into AI, biotech and defense names including Kratos Defense &amp; Security Solutions, Tempus AI, Circle Internet Group and Intellia Therapeutics.</li><li>Cathie Wood said that demand for a future SpaceX IPO is “voracious” and warned the listing could trigger a major supply-demand imbalance and early volatility.</li><li>Rocket Lab reported strong Q1 results with revenue rising 63.5% to $200.3 million, and backlog surpassing $2 billion.</li></ul>Shares of Rocket Lab (RKLB) slid over 4% in overnight trading on Tuesday after Cathie Wood’s ARK Invest dumped shares of the space company just as excitement around SpaceX’s potential IPO and “voracious” investor demand reached a fever pitch.<a href="https://stocktwits.com/symbol/RKLB">RKLB stock</a> jumped over 11% on Monday to end at $117.35, recording its second straight session in the green.&nbsp;<h2 class="st-heading-2">ARK Dumps RKLB Amid SpaceX IPO Buzz</h2>ARK Invest sold 23,237 Rocket Lab shares through the ARK Autonomous Technology &amp; Robotics ETF (ARKQ) and another 9,792 shares through the ARK Space Exploration &amp; Innovation ETF (ARKX) on Monday, according to the firm’s latest trading disclosures.Meanwhile, ARK rotated capital into several AI, biotech and defense firms. ARKQ bought 128,970 shares of Kratos Defense &amp; Security Solutions and 61,209 shares of Kodiak AI, while ARKX added 54,328 shares of Kratos. Across other flagship funds, ARK Invest also bought 137,909 shares of Tempus AI, 92,198 shares of Intellia Therapeutics and 30,036 shares of Circle Internet Group through ARKK, while ARKF and ARKW separately added more Circle shares. The firm additionally trimmed positions in AMD, Twist Bioscience, CareDx and Veracyte.ARK recently highlighted that SpaceX represented 17% of the ARK Venture Fund’s net assets as of March 31, making it the fund’s largest holding. The firm said investors in the ARK Venture Fund gain exposure to SpaceX directly through cap-table ownership rather than secondary-market vehicles, SPVs or structured products. ARK also outlined how the fund intends to manage the position if SpaceX eventually goes public, saying that the IPO would not disrupt the fund’s broader crossover structure.“The investment vehicle we built will work as intended,” ARK said, noting that any post-IPO lockup period would allow incoming capital to be redeployed into other private tech companies, while gradually rebalancing the portfolio back toward its long-term 80% private-market target.&nbsp;<h2 class="st-heading-2">Cathie Wood Sees ‘Voracious’ SpaceX IPO Demand</h2>The latest ARK selling came shortly after Wood said investor appetite for SpaceX remains “voracious” ahead of a potential IPO. “So the demand is voracious out there,” Wood said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/audio/2026-05-06/bloomberg-talks-cathie-wood-podcast">Bloomberg interview</a> last week. “Only $75 billion. Yes, it’s a big IPO. But just think about how SpaceX has reawakened the dream of space exploration.”Wood also warned that the eventual listing could trigger a major supply-demand imbalance. “I think there’ll be supply-demand imbalance in the beginning,” she said. “You’ll see that pop. It will be volatile, I would imagine.” Wood additionally suggested that SpaceX’s orbital data-center ambitions could eventually become far larger than Starlink itself. “We have not added orbital data centers in,” Wood said.Investor excitement around SpaceX has accelerated in recent weeks as CEO Elon Musk positions the company as a vertically integrated launch, telecom, AI and infrastructure giant rather than merely a rocket company. Recently, Anthropic secured access to over 300 megawatts of processing capacity from SpaceX’s Colossus 1 facility in Memphis, Tennessee.<h2 class="st-heading-2">RKLB Q1 Earnings Review</h2>The growing SpaceX IPO excitement comes even as Rocket Lab continues delivering strong operational momentum of its own. Rocket Lab reported first-quarter (Q1) revenue of $200.3 million, up 63.5% year-over-year and above analyst expectations of $189.41 million. The company also guided for second-quarter revenue of $232.5 million, while forecasting its first positive quarterly EBITDA later this year.Founder and CEO Peter Beck called it “the strongest Q1 in Rocket Lab’s history,” highlighting record backlog levels and accelerating launch demand. Rocket Lab’s backlog surpassed $2 billion on the back of Electron, Haste and Neutron contracts.Recently, Rocket Lab confirmed the completion of a major Neutron stage-separation test campaign, validating one of the rocket’s most technically complex systems ahead of its targeted launch debut later this year. The company also announced a contract worth over $200 million covering five Neutron launches and three Electron missions for an undisclosed customer.<h2 class="st-heading-2">How Do Retail Traders Feel About RKLB?</h2>On Stocktwits, retail sentiment for RKLB was ‘extremely bullish’ amid a 580% surge in 24-hour message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/rklb_ss_png_8409ed56b6.webp" alt="rklb ss.png" width="974" height="141"><figcaption>RKLB sentiment and message volume as of May 12 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/Willd123/message/653041644">said</a>, “I'm buying this baby all the way up to $500. Any pullback today will be bought up”<stembedurl>https://stocktwits.com/Willd123/message/653041644</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/Oumuamua51/message/653036911">called</a> RKLB the “Coolest company I’ve ever invested in.”<stembedurl>https://stocktwits.com/Oumuamua51/message/653036911</stembedurl>RKLB stock has rocketed 472% over the past year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/hims-stock-crashes-novo-lilly-deals-netflix-of-healthcare/cZXXR75ReLO">HIMS Stock Crashes Overnight After Brutal Q1 — But An Investor Says Novo, Lilly Deals Could Make It ‘Netflix Of Healthcare’&nbsp;</a>

Cathie Wood, CEO & Chief Investment Officer of ARK Invest, speaks onstage during Day 2 of 2023 Invest Fest at Georgia World Congress Center on August 27, 2023 in Atlanta, Georgia. (Photo by Paras Griffin/Getty Images)

Cathie Wood Sells RKLB Amid SpaceX IPO Buzz – But Pullback Has Retail Talking About $500 Targets Again

ARK sold 23,237 Rocket Lab shares through ARKQ and another 9,792 shares through ARKX.

RKLB Stock Slides Overnight: Cathie Wood Trims Position Amid Red-Hot SpaceX IPO Buzz

<ul class="summary-bullets"><li>SpaceX IPO excitement and Anthropic’s $1.4 trillion implied valuation have fueled investor demand for VCX exposure.</li><li>Anthropic represents about 21% of VCX’s portfolio, alongside holdings in OpenAI, Databricks, Anduril, Ramp and SpaceX.</li><li>Vervia Partners’ Anthony Showalter warned that VCX is trading far above the underlying value of its holdings.</li></ul>Shares of Fundrise Innovation Fund (VCX) have turned into one of Wall Street’s hottest AI trades as retail investors rush for indirect exposure to Anthropic, SpaceX and OpenAI ahead of potential blockbuster IPOs. However, one investor now warns that the stock could still face a brutal reality check.Since their respective launches,&nbsp;<a href="https://stocktwits.com/symbol/VCX">VCX</a> has surged 2,172%, significantly outperforming rival and private-tech exposure funds, including&nbsp;<a href="https://stocktwits.com/symbol/DXYZ">Destiny Tech100 (DXYZ)</a>, up 692%,&nbsp;<a href="https://stocktwits.com/symbol/XOVR">ERShares Private-Public Crossover ETF (XOVR)</a>, up 121%, and&nbsp;<a href="https://stocktwits.com/symbol/NASA">Tema Space Innovators ETF (NASA)</a>, up 35%.<img src="https://news.stocktwits-cdn.com/koyfin_20260511_114518469_png_fa4873ee09.webp" alt="koyfin_20260511_114518469.png">VCX is a closed-end fund that debuted on the NYSE in March and immediately became one of the market’s most explosive retail trades. Within days of listing, VCX surged more than 1,500% above its reported net asset value (NAV). At one point, shares traded at over 16x the fund’s reported NAV of $18.97 per share as repeated volatility halts hit the stock.<h2 class="st-heading-2">VCX Rides SpaceX And Anthropic Hype</h2>Much of the excitement for VCX comes from surging retail interest in both SpaceX and Anthropic. SpaceX has evolved beyond a launch company into a sprawling AI, satellite broadband and infrastructure platform spanning Starlink, direct-to-cell connectivity, hyperscale processing ambitions and potential orbital data centers.Investors have also focused heavily on the possibility of a historic SpaceX IPO that could value the company at nearly $2 trillion and trigger massive passive&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/spacex-ipo-etf-demand-vanguard-qqq-tesla-influencer/cZQMjCvRe7r">ETF inflows</a> due to accelerated index inclusion rule changes across Nasdaq, S&amp;P and FTSE Russell.Meanwhile, Anthropic’s implied pre-IPO valuation has surged to $1.4 trillion, climbing about 40% in just 24 days as private-market demand for the Claude developer intensified ahead of a potential public listing later this year. The AI company’s implied valuation is now up more than 1,000% since October 2025, fueled largely by enterprise adoption of Claude and Claude Code. Annualized revenue estimates have climbed from $100 million in 2023 to $45 billion currently, according to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/KobeissiLetter/status/2053896786142789725">The Kobeissi Letter</a>.Anthropic has emerged as one of the industry’s largest AI infrastructure spenders, signing major deals with Amazon Web Services, Alphabet, CoreWeave and SpaceX. Last week, Anthropic deepened ties with SpaceX by securing access to more than 300 megawatts of processing capacity from SpaceX’s Colossus 1 facility in Memphis, Tennessee.<h2 class="st-heading-2">VCX: Retail’s Gateway To Private AI</h2>The excitement for IPOs has increasingly spilled into VCX since Anthropic alone accounts for 21% of its portfolio, while OpenAI, Databricks, Anduril, Ramp and SpaceX make up other major positions.Fundrise CEO Ben Miller has previously said that VCX gives ordinary investors access to elite private-market opportunities traditionally reserved for institutions and venture capital firms. “Let the retail investors be the ones who get the inside shares rather than the hedge funds,” Miller&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/vcx-tumbles-premarket-fundrise-opens-space-x-anthropic-databricks-onchain-after-snubbing-hedge-funds/cZERjq7RIZl">said in March</a>.Since VCX’s July 2022 inception, cumulative returns total 84%, meaning a $10,000 investment would have grown to about $19,256, including $9,030 in appreciation and $225 in distributions, according to Fundrise data.&nbsp;<h2 class="st-heading-2">Investor Questions VCX’s Massive Premium</h2>However, not everyone believes VCX’s massive rally is sustainable. Anthony Showalter, managing partner at Vervia Partners, said investors are confusing exposure to elite private companies with reasonable valuation. “This is not an anti-AI short. It is not even an anti-Fundrise short. It is a wrapper-math short,” Showalter&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/santhonys/status/2053604997745815742">said on X</a> in a detailed report published on Monday.The investor acknowledged the strength of VCX’s underlying portfolio, calling companies like Anthropic, OpenAI and SpaceX “extraordinary companies,” but said the premium investors are paying through VCX has detached from economic reality. “The mistake investors are making is confusing exposure with value,” Showalter said. “VCX gives you exposure to extraordinary companies. It does not follow that any price for that exposure makes sense.”Showalter said that many traders are treating VCX like a traditional ETF, in which rising demand automatically increases ownership of the underlying holdings. According to him, VCX owns a relatively fixed number of shares in companies such as Anthropic, Databricks, Ramp and SpaceX, meaning that the fund cannot simply manufacture more exposure as demand rises.<h2 class="st-heading-2">Even VCX’s ‘Dream Scenario’ Looks Overvalued&nbsp;</h2>Using secondary-market pricing for Anthropic, SpaceX, OpenAI and other holdings, Showalter estimated that VCX still trades at a massive premium even under extremely bullish assumptions. In his “Aggressive Marks” scenario, Anthropic was valued at $1.3 trillion and VCX still produced an estimated NAV of only about $46 per share compared with a market price near $191. Under an even more bullish “Dream Scenario,” where major holdings doubled again from already elevated levels, Showalter estimated NAV at $76.55 per share.“To put that another way: even if you are the most aggressive Anthropic bull alive, even if you believe Sacks is right and Anthropic becomes the most valuable company in human history, even if SpaceX and OpenAI both 6x from where they sit today, VCX still has to lose roughly half its value to reach the underlying marked NAV,” Showalter said.Showalter also warned that ongoing share issuance could dilute investors’ exposure to key holdings over time, since Fundrise cannot acquire shares of Anthropic or SpaceX quickly enough to keep pace with the inflow of new money into the fund. “A great asset can still be a terrible security if the wrapper is priced absurdly,” he said.<h2 class="st-heading-2">How Do Retail Traders Feel About VCX?</h2>On Stocktwits, retail sentiment for VCX has jumped to ‘extremely bullish’ from ‘bullish’ levels over the past week amid a 1,540% surge in 24-hour message volumes. Over the past month, the stock’s retail-watcher base has also risen by nearly 40%.<figure class="image"><img src="https://news.stocktwits-cdn.com/vcx_ss_png_09861740c3.webp" alt="vcx ss.png" width="973" height="142"><figcaption>VCX sentiment and message volume as of May 12 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/theMeans/message/653029554">said</a>, “If you believe AI is the future, then there is no other portfolio that dominates the market like<a href="https://stocktwits.com/symbol/VCX"> $VCX</a> … none. you're betting on the entire ecosystem: the models (Anthropic/OpenAI), the data (Databricks), and the physical application (Anduril/SpaceX). Even if one fails, the others are positioned to dominate.”<stembedurl>https://stocktwits.com/theMeans/message/653029554</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/LiquidityTaker/message/652989987">said</a>, “$VCX is absolutely ripping through levels and I’m just watching the tape in disbelief. Up +1,913% and still printing higher highs like it doesn’t care about gravity.”<stembedurl>https://stocktwits.com/LiquidityTaker/message/652989987</stembedurl>For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/asts-stock-tanks-analyst-warns-launch-delays-after-pumping/cZXQvHeReLR">ASTS Stock Tanks Overnight After Q1 Miss: Analyst Says Recent ‘Pumping’ Came Ahead Of Major Launch Delays&nbsp;</a>

In this photo illustration, a smartphone displays the logo of artificial intelligence company Anthropic in front of a SpaceX logo background on May 7, 2026, in Shenzhen, Guangdong Province, China. (Photo illustration by Cheng Xin/Getty Images)

VCX Heading For 50% Crash? Investor Explains ‘Wrapper-Math Short’ Logic Even In Most Bullish AI Case

Since their respective launches, VCX has surged 2,172%, outperforming rival and private-tech exposure funds including DXYZ, XOVR and NASA.

VCX Becomes Retail’s AI Darling On SpaceX, Anthropic Hype — One Investor Warns Of 50% Crash 

<ul class="summary-bullets"><li>ASTS stock fell after the company posted a wider-than-expected Q1 loss and a revenue miss.</li><li>The company said AST SpaceMobile has enough contracted launch capacity to drive its 2026 rollout plans.</li><li>Analyst Tim Farrar said AST SpaceMobile could end 2026 with only about 28 satellites launched under a “super optimistic” scenario.</li></ul>Shares of AST SpaceMobile (ASTS) slumped 12% in overnight trading late Monday after the company posted a sharp first-quarter (Q1) earnings miss and faced renewed scrutiny over whether it can realistically execute its aggressive satellite deployment timeline.<a href="https://stocktwits.com/symbol/ASTS">ASTS stock</a> jumped 10% on Monday before its earnings release, logging its second straight session in the green.&nbsp;<h2 class="st-heading-2">Analyst Warns ASTS Could Miss 2026 Satellite Goal</h2>Silicon Valley-based satcom and wireless spectrum consultant Tim Farrar&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/i/status/2053946417237078322">said on X</a> that AST SpaceMobile’s latest earnings call pointed to mounting manufacturing and launch execution risks.AST SpaceMobile reported a Q1 loss of $0.66 per share, wider than Wall Street expectations for a loss of $0.2 per share. Revenue came in at $14.7 million, well below analyst estimates of $36.58 million. However, the company maintained its full-year revenue guidance of $150 million to $200 million, compared with consensus estimates of $181.13 million.“Now we see the reason for all the pumping over the last week, with significant delays to production and no more microns completed since March,” Farrar said. The analyst argued that AST SpaceMobile’s own launch assumptions do not support the company’s target of 45 satellites in orbit by the end of the year. He estimated that the company would need multiple high-frequency launches from Blue Origin’s New Glenn rocket alongside several additional Falcon 9 launches to come close to that figure.He also questioned ASTS’s use of “satellite completion” milestones rather than fully ready-for-shipment-and-launch metrics. Another point of concern was around BlueBird-6. “And zero references to BB6 even undergoing testing, let alone any results of that testing,” Farrar said, referring to AST SpaceMobile’s disclosures on the earnings call.Farrar said that even under a “super optimistic” scenario involving two additional New Glenn launches and four Falcon 9 missions, AST SpaceMobile would likely end the year with only about 28 satellites launched, and commercial service could slip into the second half of 2027.&nbsp;<h2 class="st-heading-2">ASTS Bets Big On 2027 Revenue Surge</h2>The company’s deployment timeline remains under pressure after last month’s failed BlueBird-7 mission aboard Blue Origin’s New Glenn Mission-3 launch. BlueBird-7 separated successfully from the rocket but failed to reach orbit after a second-stage anomaly. AST SpaceMobile previously said the satellite is expected to de-orbit and that insurance is expected to cover the loss.“An upper stage anomaly like this is not uncommon early in programs and, you know, we feel optimistic about them getting back to the pad soon,”&nbsp; President Scott Wisniewski said on the call.&nbsp;AST SpaceMobile also highlighted growing government opportunities from communications and non-communications defense programs, including Golden Dome-related initiatives and Space Development Agency contracts.&nbsp;“What we are seeing in the first half of 2026 is continued progress in building out the revenue base ahead of a large jump in 2027. As I described on the last call, we see the 2027 revenue opportunity approaching $1 billion, comprised of revenue both long-term contracted or highly recurring in nature,” Wisniewski said.Wisniewski also said that AST SpaceMobile has enough contracted launch capacity to meet its 2026 deployment goals and that the company expects “a handful” of launches from both Blue Origin and SpaceX, or equivalent providers.<h2 class="st-heading-2">ASTS Shrugs Off Amazon-Globalstar Deal</h2>AST SpaceMobile was also asked on the earnings call about Amazon’s acquisition of Globalstar and whether it changes the competitive landscape for satellite-to-phone connectivity.CEO Abel Avellan largely downplayed the impact, saying Globalstar’s existing iPhone connectivity offering is “a SOS emergency system.” Avellan said that satellite broadband requires larger spectrum allocations. “Our focus is broadband,” he said, adding that some AST SpaceMobile partners could allocate “all the way up to 100 MHz of allocated spectrum.”The CEO also dismissed the idea that the Amazon-Globalstar deal changes the competitive landscape in the near term. “We don’t see any real change of the landscape, at least for the next several years,” Avellan said.He further claimed that AST SpaceMobile remains technologically ahead of rivals in direct-to-device broadband. “Nobody is nowhere close to the capability that we have technically, to deliver hundreds of megabits directly to a phone,” Avellan said during the call.<h2 class="st-heading-2">How Do Retail Traders Feel About ASTS?</h2>On Stocktwits, retail sentiment for ASTS jumped to ‘extremely bullish’ from ‘bullish’ levels a day ago amid a 1,329% surge in 24-hour message volumes. The stock’s retail watcher base has also increased by 5% over the past month.<figure class="image"><img src="https://news.stocktwits-cdn.com/asts_ss_png_8f8d65f83d.webp" alt="asts ss.png" width="979" height="141"><figcaption>ASTS sentiment and message volume as of May 11 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/987kjhg/message/653029975">said</a>, “We are just starting in June now but from the call sounds like it will be regular launches going forward.&nbsp; Makes sense we would be range bound in 60-120 range for 6-12 months because of that.”<stembedurl>https://stocktwits.com/987kjhg/message/653029975</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/dbender603/message/653028646">said</a>, “I thought the call was good everyone was on point,&nbsp; this is an overreaction imo.”<stembedurl>https://stocktwits.com/dbender603/message/653028646</stembedurl>ASTS stock has surged 220% over the past year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/celh-stock-sees-worst-day-in-six-months-as-investors-digest-margin-loss-from-alani-nu-rockstar/cZXahU2Rehu">CELH Stock Sees Worst Day In Six Months As Investors Digest Margin Loss From Alani Nu, Rockstar&nbsp;</a>

In this photo illustration, a person holds a smartphone displaying the logo of AST SpaceMobile Inc.

ASTS Stock Tanks Overnight After Q1 Miss: Analyst Says Recent ‘Pumping’ Came Ahead Of Major Launch Delays 

CEO Abel Avellan dismissed competitive concerns from Amazon’s acquisition of Globalstar on the company's earnings call.

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