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TRUMP is a politics-themed digital coin built on the Solana blockchain that uses the brand of Donald Trump to foster a community-driven ecosystem. As a community-focused asset, it is designed to bridge political support with web ownership, operating within the PolitiFi sector to blend political movements with decentralized finance tools. The project's main value proposition lies in its official ties to Donald Trump’s media and business brands, which allows it to provide unique physical utility such as invitations to gala dinners and meetings at Mar-a-Lago.  The token serves as the primary currency for the officially licensed Trump Billionaires Club mobile and web game, where it is used for in-game purchases and unlocking features. By leveraging the Solana blockchain, the project ensures that these in-game actions and token transfers remain fast and cost-effective. The ecosystem remains stable through a programmatic release schedule that introduces new tokens slowly to prevent supply shocks, alongside the use of specialized market makers to maintain consistent liquidity for traders.  Holders can also participate in liquidity sharing by providing their tokens to automated systems to facilitate trading for others, often earning rewards or prizes in return. Beyond digital utility, holding a specific amount of the token is a requirement for attending exclusive real-world events, including VIP parties at Mar-a-Lago. The project is managed by the Trump Meme Team and is linked with Trump Media, with an investor base that includes a wide range of retail buyers and large holders who utilize secure custody services for their assets.

Trump For President

The $TRUMP meme coin is trending as community members engage in heated debates over its legitimacy, with many labeling it a pump-and-dump scheme while others cling to hope for a reversal. Discussions are heavily focused on the coin's sharp decline, allegations of fraud involving the Trump family, and its role as a proxy for broader political frustrations and speculative gambling.

Algorand is a scalable, secure, and decentralized digital currency and smart contract platform. Its protocol uses a variation of Proof-of-Stake (PoS) called Pure PoS (PPoS) to secure the network and reach consensus on block production. Developers can build decentralized applications (dApps) using familiar programming languages, including Python, which Algorand supports natively. Its infrastructure enables various use cases, including payment systems, digital identity solutions, supply-chain tracking, and financial services. The protocol's architecture allows for tokenization of assets and the development of smart contracts, while its technical specifications support both retail users seeking basic transaction capabilities and enterprises requiring more, complex, blockchain solutions.

Algorand

Algorand is seeing increased community activity driven by recent discussions around quantum-safe cryptography and its role in emerging digital commodity standards. While some users remain focused on accumulation and long-term utility, others are actively debating the asset's price volatility and recent market performance.

Index Coop is a decentralized autonomous organization (DAO) that builds structured DeFi products and strategy tokens. Index Coop offers a suite of sector index products, leverage and inverse products, and yield-generating products. The product suite runs on Set Protocol, an audited, self-custodial DeFi tool that allows for the creation and management of Ethereum-based (or ERC-20) tokens. Changes to the DAO are voted on by the owners of a governance token called INDEX and then implemented by a team of developers. INDEX holders wield voting power on a 1:1 basis, meaning one token equals one vote.

Index Cooperative

Index Cooperative is experiencing heightened community interest as investors discuss its low circulating supply and potential for significant volatility during broader market shifts. Many participants are closely watching the token's technical patterns and potential for growth as part of the DeFi sector, frequently comparing its structure to other low-float assets.

APE fuels culture. Backed by the best club in the world and hundreds of thousands of holders worldwide, it’s the token for digital and IRL communities, builders, creators, collectors, gamers, and beyond.  APE is the native gas token of ApeChain and is available across multiple ecosystems including Ethereum, Arbitrum, Solana and HyperLiquid.z  ApeCoin's mission is is to supercharge its ecosystem by supporting high-quality builders &amp; reinforcing 3 core pillars: ApeChain, Bored Ape Yacht Club, and Otherside.

ApeCoin

ApeCoin is generating significant volume and retail interest as market participants speculate on a potential short squeeze and a broader resurgence in gaming-related tokens. The community remains deeply divided, with optimistic traders eyeing a breakout to higher valuation tiers while skeptics caution against historical volatility and ongoing selling pressure.

The Cosmos network consists of many independent, parallel blockchains, called zones, each powered by classical Byzantine fault-tolerant (BFT) consensus protocols like Tendermint. Some zones act as hubs with respect to other zones, allowing many zones to interoperate through a shared hub. The architecture uses classic BFT and Proof-of-Stake algorithms, instead of Proof-of-Work. Cosmos can interoperate with multiple other applications and cryptocurrencies, something other blockchains can’t do well. By creating a new zone, you can plug any blockchain system into the Cosmos hub and pass tokens back and forth between those zones, without the need for an intermediary.  While the Cosmos Hub is a multi-asset distributed ledger, there is a special native token called the atom. ATOM have three use cases: as a spam-prevention mechanism, as staking tokens, and as a voting mechanism in governance.  As a spam prevention mechanism, ATOM are used to pay fees. The fee may be proportional to the amount of computation required by the transaction, similar to Ethereum’s concept of “gas”. Fee distribution is done in-protocol and a protocol specification is described here.  As staking tokens, ATOM can be “bonded” in order to earn block rewards. The economic security of the Cosmos Hub is a function of the amount of ATOM staked. The more ATOM that are collateralized, the more “skin” there is at stake and the higher the cost of attacking the network. Thus, the more ATOM there are bonded, the greater the economic security of the network.  Atom holders may govern the Cosmos Hub by voting on proposals with their staked ATOM.

Cosmos

Cosmos ($ATOM) is currently trending as the community debates its long-term viability, weighing the benefits of its 15%+ staking yields against ongoing concerns regarding inflationary tokenomics and recent price underperformance compared to other major crypto assets. Investors are closely monitoring upcoming governance proposals aimed at transitioning to a revenue-based economic model, hoping this shift will curb sell pressure and stabilize the token's value in a competitive market.

Hitachi Ltd. engages in the manufacture and sale of electrical equipment. It operates through the following segments: Digital Systems & Services, Energy, Mobility, Connective Industries and Others. The Digital Systems & Services segment includes digital solutions, IT products and ATM. The Energy segment services includes power grids, nuclear power. The Mobility segment services railway system. The Connective Industries segment services includes building systems, lifestyle, measurement and analysis systems, industrial and distribution solutions, water/environmental solutions and industrial equipment. The Others segment includes real estate management, buying and selling, and leasing. The company was founded by Namihei Odaira in 1910 and is headquartered in Tokyo, Japan.

Hitachi Ltd. - ADR

Hitachi, Ltd. (ADR)

Hitachi is drawing investor attention as a key player in the AI infrastructure race through its critical roles in data center power, cooling, and large-scale nuclear reactor projects. The community is actively debating its valuation relative to sector peers, with many highlighting its transformation into a major industrial conglomerate positioned to benefit from massive global investments in energy and grid modernization.

The Internet Computer is a decentralized cloud blockchain designed to run applications, websites, and backend systems fully on-chain. Its architecture provides robust security, resilience, and built-in multi-chain support.  A key focus of the network is enabling a “self-writing cloud,” where AI tools allow users generate applications through natural-language instructions.  Developers and users can experiment with the platform using AI app-generation tools like caffeine.ai or by writing serverless code directly through online IDEs such as icp.ninja.  The ICP token is used to pay for computation (through a burn-based model) and to participate in network governance through staking.

Internet Computer

Internet Computer (ICP) is attracting significant community attention due to advancements in its decentralized AI infrastructure, Caffeine.ai, and recent strategic partnerships, including subnets for national governments. While the community remains divided between long-term holders optimistic about its utility as a sovereign cloud alternative and vocal critics concerned about token supply dilution and stagnant price action, discussion is currently focused on whether these technological breakthroughs can finally decouple the token from broader market volatility.

TE Connectivity Plc is a company that engages in the provision of connectivity and sensor solutions for the purpose of distribution of power, signal, and data. It operates under the following segments: Transportation Solutions, Industrial Solutions, and Communications Solutions. The Transportation Solutions segment include terminals and connector systems and components, sensors, relays, antennas, and application tooling. The Industrial Solutions segment include terminals and connector systems and components, interventional medical components, relays, heat shrink tubing, and wire and cable. The Communications Solutions segment include terminals and connector systems and components, antennas, and heat shrink tubing. The company was founded in 2007 and is headquartered in Galway, Ireland.

TE Connectivity plc - Registered Shares

TE Connectivity Ltd - Registered Shares

TE Connectivity is trending as investors monitor its strategic positioning in high-growth sectors like artificial intelligence, next-generation transportation, and energy grid modernization. The community is actively debating the stock's valuation relative to its peers while analyzing strong recent order growth and its role as a key supplier in the expanding data center infrastructure buildout.

Amphenol Corp. engages in the design, manufacture, and marketing of electrical, electronic and fiber optic connectors, interconnect systems, antennas, sensors and sensor-based products, and specialty cable. It operates through the following segments: Harsh Environment Solutions, Communications Solutions, and Interconnect and Sensor Systems. The Harsh Environment Solutions segment manufactures and markets a broad range of ruggedized interconnect products, including connectors and interconnect systems, printed circuits and printed circuit assemblies, and other products. The Communications Solutions segment focuses on the design, manufacture, and marketing of connector and interconnect systems, including radio frequency, power, fiber optic, and other products, together with antennas. The Interconnect and Sensor Systems segment is involved in the design, manufacture, and marketing of sensors, sensor-based systems, connectors, and value-add interconnect systems. The company was founded by Schmitt J. Arthur in 1932 and is headquartered in Wallingford, CT.

Amphenol Corp. - Ordinary Shares - Class A

Amphenol is drawing significant attention as investors react to strategic growth initiatives and a consistent track record of earnings outperformance driven by data center and AI infrastructure demand. Community sentiment remains largely bullish, with active discussions focused on the company's role as a critical supply-chain partner for hyperscalers and its long-term potential as a diversified interconnect leader.

Dumb SEND IT

Dumb SEND IT ($DSIT) is gaining momentum as a community-driven project, with the developer actively engaging on social platforms to build trust through transparent communication and airdrops. The community is focused on pushing volume to overcome bonding curve milestones, with members sharing tips on acquisition and emphasizing a collective 'buy and hold' strategy.

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<ul class="summary-bullets"><li>The FCC rejected requests to expand access to key satellite spectrum bands used for direct-to-smartphone connectivity.</li><li>The order confirmed that existing operators will retain control of important satellite airwaves in the 1.5 GHz and 2 GHz ranges.</li><li>Investor sentiment has also been cautious as SpaceX and Amazon’s Project Kuiper advance their satellite-to-smartphone connectivity plans.</li></ul>Shares of AST SpaceMobile (ASTS) are on track to end the week in the red again after the Federal Communications Commission (FCC) blocked access to key satellite spectrum bands, as competition with SpaceX in the race to connect smartphones from space intensifies.<a href="https://stocktwits.com/symbol/ASTS">ASTS stock</a> has declined 8% so far this week after ending Thursday 7% lower at $78.75.<h2 class="st-heading-2">FCC Rejects Requests To Open Satellite Spectrum</h2>On Thursday, the FCC dismissed requests from several satellite operators, including AST SpaceMobile, SpaceX, and Iridium Communications, seeking broader access to portions of mobile-satellite service spectrum and kept existing spectrum rules unchanged to maintain clarity for companies.“The market access applications and rulemaking petitions dismissed by the FCC today would have upended this structure and undermined the public interest,” the FCC said in a statement.The order also confirmed that existing companies will keep control of key satellite airwaves in the 1.5 GHz and 2 GHz ranges, limiting efforts by operators, including AST SpaceMobile, to expand access to additional frequencies.Earlier in the week, the FCC separately authorized additional satellites supporting AST SpaceMobile’s supplemental coverage-from-space network using spectrum leased from AT&amp;T and Verizon across portions of the 700 MHz and 800 MHz bands.<h2 class="st-heading-2">Analyst Says FCC Ruling Limits AST Spectrum Plans</h2>Satellite communications analyst Tim Farrar&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/i/status/2047434417786831347">weighed in</a> on the order on X and said that&nbsp; the FCC ruling restricts AST SpaceMobile’s ability to expand into portions of the higher-frequency satellite spectrum, particularly around the 2 GHz range used for some direct-to-device services.“AST is told it can't use 2GHz, which is very problematic for SatCo in the EU,” Farrar said, adding that the outcome could move the company’s near-term deployment priorities toward lower-band spectrum operations already supporting its U.S. rollout strategy with carrier partners.“My takeaway is that AST will now have to spend longer focusing on low band operations if it wants to maintain FCC support,” Farrar said. He simplified the gist of the order and said: “Attempts to access Big LEO [low-earth orbit] and L-band are dismissed.”Farrar noted that the ruling still preserves exclusivity for Globalstar across portions of the Big LEO spectrum, while maintaining regulatory backing for SpaceX’s Starlink platform in AWS-4 spectrum globally. The analyst also noted the ruling keeps unresolved questions involving Ligado Networks and Viasat regarding how certain L-band satellite spectrum rights apply outside specific regions.<h2 class="st-heading-2">SpaceX, Amazon Add Pressure In Satellite Race</h2>Investor sentiment has also been cautious on the back of rising competition across the satellite-to-smartphone connectivity market. On a recent earnings call,&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/asts-stock-slides-premarket-att-flags-spacex-amazon-as-rivals/cZBfYzqRebM">AT&amp;T CEO</a> John Stankey said multiple satellite constellations are expected to support the U.S. direct-to-device market over time rather than a single dominant provider.“I fully expect that SpaceX will ultimately have a robust direct-to-device capability,” Stankey said, adding that Amazon’s Project Kuiper network is also expected to develop comparable functionality as part of a broader satellite ecosystem.<h2 class="st-heading-2">ASTS Turns Focus To Next BlueBird Launch&nbsp;</h2>Progress on AST SpaceMobile’s constellation rollout remains another near-term investor focus following the BlueBird-7 launch anomaly during New Glenn Mission-3.While the spacecraft failed to reach its intended orbit, the company said production continues across its next generation of satellites, with BlueBird-8 through BlueBird-10 expected to be ready for shipment within about 30 days.Michael P., executive vice president of government operations at AST SpaceMobile,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.linkedin.com/posts/michael-pollack-satellite_so-pleased-that-our-great-partners-at-fairwinds-ugcPost-7452919538884448257--u1y/?utm_source=share&amp;utm_medium=member_desktop&amp;rcm=ACoAABI5dsAB0b1n5OCgC6WQObA0an0v95E4bwo">said on LinkedIn</a> that the next spacecraft are already nearing deployment readiness. “I just returned from our Midland factory complex today, and I can attest that these new satellites look awesome as we get ready to ship them shortly,” he said.&nbsp;The executive added that the company expects to return to Cape Canaveral soon for the launch of its next set of BlueBird satellites.<h2 class="st-heading-2">How Do Retail Traders Feel About ASTS?</h2>On Stocktwits, retail sentiment for ASTS was ‘bullish’ amid ‘extremely high’ message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/asts_ss_png_9dbc915f9e.webp" alt="asts ss.png" width="968" height="139"><figcaption>ASTS sentiment and message volume as of April 24 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/turbjade/message/651190616">expressed</a> disappointment over ASTS’ stock price, saying “so we finally have the full FCC approval to expand to a $500B company, and we can't hold 80 bucks”<stembedurl>https://stocktwits.com/turbjade/message/651190616</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/ScruffyLookingNerfHerder/message/651178194">said</a>, “I love me some AST, but the only thing that’s gonna give this thing some strength is a launch schedule. A schedule of multiple launches. A roadmap of how they’re gonna hit that 45 (or whatever they’re actually planning on hitting).”<stembedurl>https://stocktwits.com/ScruffyLookingNerfHerder/message/651178194</stembedurl>ASTS stock has surged over 250% over the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tilray-stock-breakout-week-trump-cannabis-order-cancer-market-entry/cZBW88OReTO">Tilray Stock Eyes Breakout Week: Trump’s Cannabis Order Opens Door To US Cancer Market Entry</a>

In this photo illustration, the AST SpaceMobile (Space Mobile) logo is seen displayed on a smartphone screen. 

ASTS Stock Slides After FCC Decision Signals Spectrum Turf War — Analyst Says SpaceX, Rivals Told To 'Stay In Their Lane'

ASTS Stock - An analyst said that the ruling could push the company to rely longer on lower-band spectrum for its rollout strategy.

Equity

An analyst said that the ruling could push the company to rely longer on lower-band spectrum for its rollout strategy.

<ul class="summary-bullets"><li>Isaacson also expressed confidence that SpaceX would become “a tremendously valuable company,” citing its role in low-Earth orbit internet, direct-to-cell service and potential orbital data centers.&nbsp;</li><li>Tesla invested $2 billion in SpaceX in the first quarter.&nbsp;</li><li>The rocket manufacturer is reportedly slated to go public as early as mid-2026, joining Tesla as the second of Musk’s companies to be publicly traded.</li></ul> Elon Musk’s biographer Walter Isaacson believes Tesla and SpaceX will eventually merge into a single company.In a CNBC “Squawk Box” <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=atLjDlWZDDw">interview</a> on Thursday, Isaacson pointed to the companies’ existing collaboration on Terafab — the massive joint semiconductor fabrication plant under construction in Austin — as evidence of deepening ties that he expects to grow.&nbsp;“Elon Musk is always moving engineers back and forth, moving designs back and forth between his companies,” Isaacson said. “So I think your analyst is right. That’s in his heart. He wants to make this one big company.”Isaacson also expressed confidence that SpaceX would become “a tremendously valuable company,” citing its role in low-Earth orbit internet, direct-to-cell service and potential orbital data centers.He acknowledged some shareholder frustration over SpaceX’s February acquisition of Musk’s xAI startup, which diluted existing investors. But he downplayed the complaints by recalling similar backlash when Tesla bought SolarCity in 2016 — a deal many shareholders called dilutive.“This is the way he’s built these trillion-dollar companies,” Isaacson said, adding that investors in Musk’s ventures are ultimately “investing in Elon Musk,” not in any single business. “If you don’t like the way Musk is going to do something, you should be investing in Procter &amp; Gamble.”<h2 class="st-heading-2">Other Recent Deals</h2>SpaceX announced on Tuesday that it has secured an option to acquire the artificial intelligence coding startup Cursor later this year for $60 billion. Under the agreement, SpaceX can alternatively pay Cursor $10 billion for their collaborative work if it chooses not to complete the purchase.The deal pairs Cursor’s popular AI-powered code editor and its distribution to software engineers with SpaceX’s Colossus supercomputer — with the stated goal of building “the world’s most useful” AI models for coding and knowledge work.In the first quarter, Tesla also invested $2 billion in SpaceX. The rocket manufacturer is reportedly slated to go public as early as mid-2026, joining Tesla as the second of Musk’s companies to be publicly traded.&nbsp;<h2 class="st-heading-2">How Did Retail Traders React?</h2>On Stocktwits, retail sentiment around TSLA stock stayed within the ‘extremely bullish’ territory over the past 24 hours, while message volume rose from ‘normal’ to ‘high’ levels.Meanwhile, sentiment around <a href="https://stocktwits.com/symbol/SPACEX">SPACEX</a> stayed within ‘bearish’ territory.<a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> has gained 49% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/msft-plunges-towards-worst-day-in-over-two-months-on-first-ever-voluntary-employee-buyout/cZBQPRaReRw">MSFT Plunges Toward Worst Day In Over Two Months On First-Ever Voluntary Employee Buyout</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A customer walks by a Tesla Motors dealership on November 3, 2025 in San Diego, California. 

Tesla-SpaceX Merger Is Coming: Biographer Tells Investors, ‘You’re Investing In Elon Musk, Not Procter & Gamble’

In a CNBC “Squawk Box” interview on Thursday, Isaacson pointed to Tesla and SpaceX’s existing collaboration on Terafab and other potential collaborations. 

<ul class="summary-bullets"><li>Investment banks are reportedly targeting a valuation for SpaceX above $2 trillion ahead of a potential public listing.</li><li>Chan Ahn, the founder and CEO of Tessera Lab, told Stocktwits that on-chain instruments and prediction markets are consistently pricing SpaceX closer to $1.5 trillion.</li><li>He explained that the gap reflects differences in access to information, the investor base, and the structural features of on-chain instruments.</li></ul>Tesla (TSLA) chief executive Elon Musk announced that the EV market is expanding its relationship with SpaceX (SPACEX), but not everyone agrees on what the space company is worth. While banks are targeting a $2 trillion valuation, on-chain data suggests a figure closer to $1.5 trillion.Chan Ahn, the founder and CEO of Tessera Lab, who is also a Goldman Sachs and JPMorgan veteran, told Stocktwits that on-chain markets offer a distinct, consistently lower view of SpaceX’s valuation.Ahn launched T-SpaceX in February, an on-chain instrument that provides economic exposure to SpaceX through a loan participation structure. The product trades continuously on decentralized exchanges, offering a real-time market signal rather than periodic valuation updates typical of private markets.Since launch, more than 600 traders have generated over $100 million in notional volume, with pricing consistently implying a SpaceX valuation of roughly $1.54 trillion.&nbsp;According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-04-08/elon-musk-spacex-ipo-2-trillion-valuation-push-explained">report</a>, the contrasting $2 trillion valuation leans heavily on AI hype.<blockquote>“The same $1.54 trillion figure has been independently arrived at by Polymarket traders operating with no connection to T-SpaceX. When two structurally unrelated on-chain markets converge on a number that is a consistent discount to the bank target, that convergence deserves attention.”&nbsp;&nbsp;— Chan Ahn, Founder &amp; CEO, Tessera Lab</blockquote><h2 class="st-heading-2">Why Is There A $500 Billion Gap In SpaceX’s Valuation?</h2>Ahn pointed to three factors driving the roughly $500 billion gap between traditional and on-chain valuations.The first, he said, is execution risk. Bank-led estimates assume continued growth in SpaceX’s key businesses, including Starlink revenue expansion, successful deployment of next-generation Starship systems, and the integration of Musk’s artificial intelligence initiatives. These assumptions are plausible but not yet validated through public financial disclosures.Ahn noted that the second factor was structural. T-SpaceX provides economic exposure, not equity ownership. Investors do not receive voting rights or dividends, and the instrument is designed to trade at a discount to the underlying equity value.The third difference is the investor base, he said. On-chain markets are dominated by retail and crypto-native participants, while institutional investors are participating in private discussions with access to non-public information. Hence, each group prices risk differently.“Bank-led valuations are negotiated estimates based on privileged access,” Ahn told Stocktwits. “On-chain pricing reflects the aggregated views of a broader group trading without that advantage.”<h2 class="st-heading-2">Tesla And SpaceX Operational Tries Grow Closer</h2>During the first quarter (Q1) earnings call, Musk said the two companies are going to partner to build a “Terafab” in Austin, a project expected to cost tens of billions of dollars and produce advanced chips for artificial intelligence, autonomous vehicles, and space-based computing systems.&nbsp;The filings also showed Tesla had disclosed a $2 billion equity investment in SpaceX, which reduced its free cash flow for the quarter.<a href="https://stocktwits.com/symbol/TSLA">TSLA’s stock</a> fell nearly 5% in morning trade on Thursday. On Stocktwits, retail sentiment around the EV maker trended in ‘extremely bullish’ territory over the past day, while chatter rose to ‘high’ from ‘normal’ levels. Retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/SPACEX">SpaceX</a>, which isn’t publicly traded yet, trended in the ‘bearish’ zone.<h2 class="st-heading-2">Traditional Private Markets Vs On-Chain Data&nbsp;</h2>According to Ahn, the broader argument is not that on-chain markets are more accurate, but that they answer a different question. “I’d be asking why two very different methodologies land near each other, and at a consistent discount to where management is currently testing the market,” he said.Ahn explained that private market valuations are set through infrequent funding rounds and negotiations, often under conditions of limited transparency. On-chain instruments, by contrast, provide continuous pricing based on open participation, even if that pricing reflects less-informed participants. “Traditional private markets give you a snapshot,” he said. “On-chain markets give you a live feed.”The SpaceX roadshow is confirmed for the week of June 8 with pricing targeted for June 15. According to Ahn, between the roadshow kicking off and the final listing is when investment banks will have institutional price discovery conversations. He forecast that they may not necessarily cite T-SpaceX or Polymarket at the roadshow, but the $500 billion is likely to be too big to ignore.&nbsp;<blockquote>That data will matter more for crypto's role in capital markets than any regulatory announcement or theoretical argument. The test is live.&nbsp;— Chan Ahn, Founder &amp; CEO, Tessera Lab</blockquote>Somewhere in the gap between those numbers is the price the public market will set on June 15, Ahn said. Which one proves closer to reality will become clear when public investors set the price.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/poet-stock-rallies-to-11-year-high-wolfpack-says-market-verdict-in-2027/cZBBUqlRebI">EXCLUSIVE: POET Stock Rallies To Near 11-Year High – Wolfpack Says Market Will ‘Render Its Verdict‘ By 2027</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Kennedy Space Center, Florida, United States - SpaceX CEO Elon Musk speaks to the media following a press conference. (Photo by Paul Hennessy/NurPhoto via Getty Images) 

SpaceX IPO Valuation: The $500B Gap Between Wall Street And Blockchain Nobody Is Talking About

Elon Musk announced that Tesla is expanding its relationship with SpaceX during the Q1 earnings call, and filings disclosed a $2 billion equity investment.

Cryptocurrency

Elon Musk announced that Tesla is expanding its relationship with SpaceX during the Q1 earnings call, and filings disclosed a $2 billion equity investment.


<ul class="summary-bullets"><li>AT&amp;T said it expects multiple LEO satellite constellations to serve the U.S. direct-to-device connectivity market rather than a single dominant provider.</li><li>Investor sentiment has remained cautious following the failure of the BlueBird-7 satellite to reach its intended orbit.</li><li>Recently, the FCC approved 223 additional satellites for AST’s supplemental coverage-from-space network using spectrum leased from AT&amp;T and Verizon.</li></ul>Shares of AST SpaceMobile (ASTS) slipped 2% in premarket trading on Thursday after AT&amp;T CEO John Stankey said SpaceX is expected to build a “robust” direct-to-device satellite network, signaling tougher competition ahead in the race to connect smartphones from space.&nbsp;<a href="https://stocktwits.com/symbol/ASTS">ASTS stock</a> is on track to log its second straight week of losses, sliding over 1% so far this week.&nbsp;<h2 class="st-heading-2">AT&amp;T Expects Several Satellite Networks To Compete</h2>On AT&amp;T’s first-quarter earnings call, Stankey said the telecom group expects multiple low-Earth-orbit satellite constellations, not just one, to ultimately serve the U.S. direct-to-device connectivity market.While he reaffirmed AT&amp;T’s ongoing partnership with AST SpaceMobile, he said that competing platforms are likely to develop similar capabilities over time. “I fully expect that SpaceX will ultimately have a robust direct-to-device capability,” Stankey said, adding he also expects Amazon’s planned low-earth orbit (LEO) network to build comparable functionality.He said AT&amp;T’s preferred long-term outcome is a satellite ecosystem supported by several viable providers, with the company maintaining wholesale relationships across multiple constellations rather than relying on a single partner.<h2 class="st-heading-2">AST Satellite Rollout Gets FCC Backing</h2>The competitive remarks from AT&amp;T follows a major&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/asts-stock-fcc-clears-223-satellites-att-verizon-direct-to-cell-approval/cZBBeQBRI68">regulatory win</a> on Tuesday after the Federal Communications Commission (FCC) authorized 223 additional satellites for AST SpaceMobile’s supplemental coverage-from-space network using spectrum leased from AT&amp;T and Verizon.The approval supports AST SpaceMobile’s direct-to-device strategy across portions of the 700 MHz and 800 MHz bands and boosts the company’s commercial standing in spectrum-sharing deals with major U.S. wireless carriers.<h2 class="st-heading-2">BlueBird-7 Failure Raises Execution Concerns</h2>Investor sentiment toward AST SpaceMobile has dampened following the BlueBird-7&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/asts-stock-climbs-retail-bulls-hold-firm-after-blue-origin-engine-failure/cZBIITSRICP">satellite’s failure</a> to reach its intended orbit after a launch anomaly during Blue Origin’s New Glenn-3 mission.The satellite separated successfully and powered on as expected but was deployed at an altitude too low to sustain operations using onboard propulsion. The spacecraft, valued at about $23 million, is expected to be covered under insurance.Despite the setback, the company said production continues through BlueBird-32, with BlueBird-8 through BlueBird-10 expected to be ready for shipment within about 30 days as it maintains its broader constellation rollout timeline.<h2 class="st-heading-2">SpaceX, Amazon Emerge As AST Competitors</h2>SpaceX’s growing push into direct-to-device connectivity has increasingly put it on investors’ radar as a potential long-term rival to AST SpaceMobile’s space-based cellular model. The company’s Starlink constellation already includes hundreds of satellites for direct-to-smartphone connectivity, and its broader roadmap targets eventual full cellular coverage everywhere on Earth.&nbsp;Starlink remains a major revenue engine for SpaceX, generating $8 billion in profit on $15 billion to $16 billion in annual revenue last year. Its satellite network is also expanding into mobile connectivity, spectrum assets and space-based services as part of its Starship strategy.&nbsp;SpaceX is not the only emerging rival in the direct-to-device race. Amazon is also pushing its satellite ambitions through its Project Kuiper network and the $11.57 billion acquisition of Globalstar to enable direct-to-device connectivity around 2028. Amazon is targeting a constellation of 3,200 CEO satellites by 2029 as it prepares to roll out satellite internet services later this year.<h2 class="st-heading-2">How Do Retail Traders Feel About ASTS?</h2>On Stocktwits, retail sentiment for ASTS has been ‘extremely bullish’ over the past week, amid a 20% decline in message volume during the same period.<figure class="image"><img src="https://news.stocktwits-cdn.com/asts_ss_png_0d4ddcc93b.webp" alt="asts ss.png" width="975" height="138"><figcaption>ASTS sentiment and message volume as of April 23 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/PulseLabInsight/message/651109329">called</a> ASTS a “long-term satellite communications story with near-term trading driven mostly by sentiment.”<stembedurl>https://stocktwits.com/PulseLabInsight/message/651109329</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/Maddman170/message/651102977">noted</a>, “there was definitely some selling pressure today, looking at the chart, every pop was sold. I really hope this is over soon.”<stembedurl>https://stocktwits.com/Maddman170/message/651102977</stembedurl>ASTS stock has surged nearly 300% 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/tesla-stock-losses-overnight-trump-tariff-benefits-q1-earnings/cZBfnbJRebo">Tesla Stock Holds Losses Overnight: Did Early Trump Tariff Benefits Make Q1 Look Stronger Than They Were?</a>

In this photo illustration, the AST SpaceMobile (Space Mobile) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

ASTS Stock Slides Premarket: AT&T Says SpaceX And Amazon Could Rival AST SpaceMobile In Satellite Race

Stankey reaffirmed AT&T’s partnership with AST SpaceMobile but said SpaceX and Amazon’s LEO network are also likely to develop comparable capabilities.

<ul class="summary-bullets"><li>Alliance Global said space momentum is driven by expected capital inflows into satellite, orbital manufacturing, and defense-related firms.&nbsp;</li><li>The firm said Redwire’s military drone business is set for growth.</li><li>A key driver is over $20 million in follow-on U.S. Navy and Marine Corps orders for Stalker Block 30 drones.</li></ul>&nbsp;Redwire Corp. (RDW) drew attention after a bullish note from Alliance Global, which lifted its price target on the space infrastructure company and highlighted improving sentiment across the broader space economy.&nbsp;The company operates as an integrated player in the space and defense domain, developing systems that support advanced aerospace and security applications.<h2 class="st-heading-2">Alliance Global Raises RDW Price Target&nbsp;</h2>Alliance Global increased its price target on Redwire to $15 from a prior $10.50 while reiterating a ‘Buy’ rating on the stock, according to The Fly. The new price target implies a 26% upside potential for the stock on Wednesday.&nbsp;The firm stated that momentum across space-related investments is strengthening ahead of Elon Musk’s SpaceX IPO, with expectations of renewed capital inflows supporting companies tied to satellite systems, orbital manufacturing, and defense-adjacent technologies.&nbsp;Alliance Global noted that Redwire’s military drone segment is well-positioned for expansion, pointing to the evolving nature of modern warfare as a key driver. Anticipation of a potential SpaceX IPO has fueled enthusiasm for publicly traded space companies, spurring interest among peers and suppliers.<a href="https://stocktwits.com/symbol/RDW">Redwire stock</a> traded over 5% lower overnight on Wednesday, after rallying over 15% to two-month highs. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory while message volume increased 159% in 24 hours.&nbsp;<h2 class="st-heading-2">Redwire&nbsp;Defense Orders Drive Near-Term Momentum</h2>Redwire’s latest announcements of defense, space, and advanced communications contracts highlight growing demand across unmanned systems, quantum communications, and space infrastructure programs.The strongest catalyst comes from more than $20 million in follow-on orders from the U.S. Navy and Marine Corps for Stalker Block 30 uncrewed aerial systems. The contract includes the first Marine Corps purchase of an advanced navigation configuration and expands on an existing fleet of over 250 deployed aircraft.&nbsp;Redwire’s Advanced Navigation system is intended to replace earlier Block 30 units, boosting battlefield performance in rapidly evolving combat conditions.&nbsp;Beyond U.S. defense programs, Redwire secured a role in Europe’s emerging quantum communications efforts. The European Space Agency selected the company for the Hammerhead spacecraft under the QKDSat quantum key distribution satellite initiative.&nbsp;Also, Redwire continues to strengthen its position within NASA’s Artemis lunar exploration program through contracts supplying optical imaging systems, sun sensors, and camera technology for multiple mission phases.RDW stock has gained over 56% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/lulu-is-a-patience-trade-says-michael-burry-as-stock-dips-overnight-on-new-ceo-skepticism/cZBfmHQRebN">LULU Is A 'Patience Trade,' Says Michael Burry As Stock Dips Overnight On New CEO Skepticism</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Redwire, an American space infrastructure company providing innovative technologies

Redwire Stock In Spotlight — Analyst Sees 26% Upside As SpaceX IPO Buzz Fuels Sector Optimism 

Alliance Global raised its price target to $15 and reaffirmed its ‘Buy’ rating on the stock. 

<ul class="summary-bullets"><li>The company said that under the multi-year tie-up, it will support U.S. service members, veterans, and their families by collaborating on military appreciation initiatives.</li><li>During April, the company bagged a follow-on order from the U.S. Navy and the Marines for its unmanned systems, won an ESA contract, and opened an office in the U.K.</li><li>Increased retail chatter about listing plans for Elon Musk’s SpaceX this month is likely adding to the optimism surrounding the stock.</li></ul>Shares of space infrastructure company Redwire Corp. (RDW) surged over 11% on Wednesday and are on track for their best day of the week, recording more than 20% gains in April, driven by multiple recent catalysts amid broader sector optimism this month.On Wednesday, the NFL team, the Washington Commanders, chose Redwire as its official drone technology partner to acknowledge the service of U.S. veterans and military personnel.The company said that under the multi-year tie-up, it will support U.S. service members, veterans, and their families by collaborating on military appreciation initiatives, including community events and recognition programs, and by spearheading a flagship marketing campaign during the upcoming NFL season.“The partnership also underscores Redwire’s broader role as a global defense technology leader that is advancing U.S. leadership in drone technology, strengthening the domestic drone manufacturing base, and ensuring that the benefits of combat-proven drone technology are delivered to U.S. armed forces,” the company said in a public statement.<h1 class="st-heading-1">Other Notable Catalysts</h1>Last week, the company bagged a follow-on $20 million purchase order from the Navy and Marine Corps to deliver the “Stalker Block 30” uncrewed aerial systems.&nbsp;The defense deal, especially involving drones and unmanned systems, come amid rising tensions between the United States and Iran in the ongoing war at the Strait of Hormuz, which has stifled maritime trade and thrown a wrench into global supply chains.Earlier this month, Redwire secured a contract from the European Space Agency to deliver a quantum-secure spacecraft, and opened a new office in the U.K., a top U.S. military ally, to directly support current and future programs for its defense ministry and collaborate with other British firms in operating in the same sector.RDW is also soaring amid increased retail chatter about listing plans for Elon Musk’s SpaceX this month. Peers in the sector, such as Rocket Lab (RKLB) and Intuitive Machines (LUNR), have joined the bandwagon and are rallying significantly in the current trading session.<h1 class="st-heading-1">How Did Retail Traders React?</h1>On Stocktwits, retail sentiment about the stock remained ‘extremely bullish’ amid a 40% spike in messaging volumes over the last 24 hours.One user on the platform noted that the company will emerge as one of the top names from the broader SpaceX IPO rally.<stembedurl>https://stocktwits.com/kkun/message/650969203</stembedurl>Another user said the stock has a “long way to go to catch up with the industry sector.”<stembedurl>https://stocktwits.com/laurelcreek/message/650997879</stembedurl>RDW has gained nearly 50% this year, outperforming the S&amp;P 500, which has risen only over 3%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/t-stock-fails-to-cheer-at-and-t-s-upbeat-q1-report-ceo-touts-strength-of-differentiated-investment-led-strategy/cZBBrfNReGp">T Stock Fails To Cheer AT&amp;T’s Upbeat Q1 Report – CEO Touts Strength Of ‘Differentiated, Investment-Led’ Strategy</a>

A smartphone displays the logo of Redwire Corporation. (Photo illustration by Cheng Xin/Getty Images)

RDW Stock Surged Over 11% Today – What’s Behind The Super Rally?

The company announced on Wednesday that it had been chosen as the official drone tech partner for the NFL team, the Washington Commanders.

<ul class="summary-bullets"><li>Jefferies warned that Tesla’s plan to launch robotaxis across 25%-50% of U.S. markets this year appears “beyond reach.”</li><li>Wedbush’s Dan Ives said investors are closely watching Tesla's $2 billion investment in xAI and potential exposure to SpaceX after the merger.</li><li>SpaceX also disclosed rights to acquire AI coding startup Cursor for up to $60 billion.&nbsp;</li></ul>Tesla, Inc. (TSLA) is heading into its first-quarter (Q1) earnings report due after the markets close on Wednesday, facing mounting investor scrutiny as analysts warned that CEO Elon Musk’s rising ambitions at SpaceX could raise funding concerns if clarity around Tesla’s robotaxi rollout falls short.<a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> declined nearly 2% on Tuesday, recording its second straight session of losses.&nbsp;<h2 class="st-heading-2">SpaceX Questions Shadow Robotaxi Push</h2>Jefferies said on Tuesday that Tesla’s plan to deploy robotaxi services across 25%-50% of potential U.S. markets by year-end appears “beyond reach,” adding that limited rollout visibility “may fuel concern about funding and raise the logic of an eventual merger with SpaceX.” The brokerage nevertheless raised its price target to $350 while maintaining a ‘Hold’ rating, still implying a 9% downside from current levels.&nbsp;Meanwhile, Dan Ives of Wedbush Securities said investors are expected to focus on the $20 billion in AI capital spending tied to Cybercab development, Semi production, and a new megafactory, auto-focused news outlet Teslarati&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Teslarati/status/2046693358404358476">noted on X</a>.Ives added that investors are also watching Tesla’s $2 billion investment in xAI and how that exposure could translate into its stake within SpaceX following the companies’ merger in February. He is also&nbsp;seeking clarity on which entity could fund the Terafab facility buildout and on Tesla’s conversion of the Model S/X plant into a manufacturing hub for the Optimus humanoid robot, expected to scale to one million units over time.“We believe the Street is at a crossroads with Tesla as the bulls and bears debate how quickly the AI era will take shape over the coming year,” Ives said.&nbsp;<h2 class="st-heading-2">SpaceX IPO Push Raises Stakes For Musk</h2>Investor attention to Musk’s broader platform strategy has intensified as SpaceX prepares for what could be the largest IPO in history, targeting $75 billion at a valuation of about $1.75 trillion. The company is&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/spacex-tries-woo-wall-street-with-three-day-analyst-meeting-this-week-sources-2026-04-21/">reportedly</a> hosting Wall Street analysts this week for three days of briefings at Starbase and at its Tennessee data center infrastructure ahead of the listing.The company has also&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/musk-bought-1-4-billion-spacex-shares-helping-boost-control?rc=prcjzy">apparently</a> outlined stock-award incentives that could grant Musk tens of millions of additional shares if SpaceX’s market cap hits $6.6 trillion, tied partly to plans to build orbital AI infrastructure capable of delivering roughly 100 terawatts of processing capacity annually.However, filings&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/spacex-says-unproven-ai-space-data-centers-may-not-be-commercially-viable-filing-2026-04-21/">reportedly</a> warned that the space-based AI data center initiatives, along with longer-term plans tied to lunar and interplanetary industrialization, rely on early-stage tech that may not prove commercially viable.Late Tuesday, SpaceX also disclosed rights to acquire AI coding startup Cursor for up to $60 billion as part of efforts to boost its software capabilities following its merger with xAI.<h2 class="st-heading-2">Investors View SpaceX As AI Infra Bet</h2>Prospectus excerpts also&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/musk-insiders-retain-voting-control-spacex-after-ipo-filing-shows-2026-04-21/">supposedly</a> showed that Musk and insiders will retain voting control of SpaceX after listing through a dual-class share structure that limits outside shareholder influence.Musk had reportedly increased his ownership stake in SpaceX last year by purchasing about $1.4 billion of employee shares ahead of the listing process. Separately, one institutional investor evaluating the IPO has supposedly been benchmarking SpaceX against AI infrastructure firms such as Palantir, GE Vernova and Vertiv rather than traditional aerospace peers following its merger with xAI.<h2 class="st-heading-2">Tesla Q1 Results In Focus</h2>Tesla is scheduled to report its first-quarter results after markets close on Tuesday.The company delivered 358,023 vehicles during the quarter, missing company-compiled consensus expectations of 365,645 vehicles. On the other hand, production reached 408,386 vehicles, leaving output ahead of deliveries by more than 50,000 units, the widest gap in at least four years.Tesla-compiled consensus estimates point to revenue of $21.4 billion and operating income of about $541 million.<h2 class="st-heading-2">How Do Retail Traders Feel About TSLA?</h2>On Stocktwits, retail sentiment for Tesla has been ‘extremely bullish’ in the week leading up to its earnings amid ‘normal’ message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/tsla_ss_png_0df91c6feb.webp" alt="tsla ss.png" width="971" height="139"><figcaption>TSLA sentiment and message volume as of April 22 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/Franking71/message/650956707">expects</a>, “many upgrades tomorrow with over $500.0 price targets.”<stembedurl>https://stocktwits.com/Franking71/message/650956707</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/GrimReaper_/message/650930096">said</a>, “I think there are a lot of positive things that are in the works for Tesla!!!&nbsp; MAGA”<stembedurl>https://stocktwits.com/GrimReaper_/message/650930096</stembedurl>TSLA stock has risen 70% 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/sls-stock-slips-after-hours-cancer-pipeline-silence-china-licensing-arbitration/cZBBanERI6u">SLS Stock Slips After-Hours As Cancer Pipeline Silence Frustrates Retail — China Licensing Fight Now In Spotlight</a>

SpaceX and Tesla founder Elon Musk speaks during an America PAC town hall on October 26, 2024 in Lancaster, Pennsylvania.  (Photo by Samuel Corum/Getty Images)

Tesla Stock Under Pressure Ahead Of Q1 Print: Musk's Massive SpaceX Plans Raise Fresh Investor Concerns

SpaceX apparently outlined incentives tied to a potential $6.6 trillion market cap, while filings warned that its space-based initiatives may not prove commercially viable.

<ul class="summary-bullets"><li>The initial public offerings from SpaceX and Anthropic are among the hottest offerings investors are watching for 2026.</li><li>Given their target IPO valuations, Google’s stake in the two firms combined stands to nearly double to $234 billion.&nbsp;</li><li>Retail investors are already picking stakes in marquee pre-IPO tech firms, including OpenAI, through funds such as Fundrise Innovation Fund (VCX), Destiny Tech100 (DXYZ), and those run by Ark Invest.</li></ul>Alphabet, Inc. could be sitting atop a massive, unrealized windfall worth hundreds of billions thanks to its stakes in Elon Musk’s rocket company, SpaceX, and the OpenAI challenger, Anthropic, both of which are planning to go public later this year.The initial public offerings from SpaceX and Anthropic are the hottest offerings investors are watching for 2026 – SpaceX’s IPO could trump Saudi Aramco’s to be the largest to date – and investors are already lapping up exposure through funds such as Fundrise Innovation Fund (VCX), Destiny Tech100 (DXYZ), and those run by Cathie Wood’s Ark Investment Management.Google owns a 6.1% stake in SpaceX, according to an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.commerce.alaska.gov/cbp/main/search/entities">April filing</a> with Alaska’s Department of Commerce, Community, and Economic Development. Its stake in Anthropic is reportedly around 14%. The latter figure is from Google’s submissions in an antitrust court case in March last year, and was&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.nytimes.com/2025/03/11/technology/google-investment-anthropic.html">reported</a> by the New York Times.The quantum of Google’s shareholding would have changed somewhat after Anthropic raised a $30 billion round at a $380 billion valuation in February.Based on Stocktwits’ calculations, Google’s stakes in SpaceX and Anthropic are worth around $76 billion and $50 billion, respectively. When the two firms do list – and based on the higher valuation targets discussed in media reports – Google could end up with a combined stake of a massive $241 billion. To put that in perspective, Alphabet made less than that over the second half of last year. &nbsp;<div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col></colgroup><tbody><tr><td>&nbsp;</td><td>Value Of Google's Stake</td><td>Potential Value Of Google's Stake During IPO</td></tr><tr><td>Anthropic</td><td>$53.2B&nbsp;</td><td>$112B</td></tr><tr><td>SpaceX</td><td>$76.3B</td><td>$122B</td></tr></tbody></table></figure></div>Note: SpaceX's current valuation is $1.25T (Feb '26); Anthropic's current valuation is $380B (Feb '26). The firms are targeting IPO valuations of $2 trillion and over $800 billion, respectively, per media reports. &nbsp;It is entirely up to Google when&nbsp;or whether&nbsp;it sells the stakes, although large early investors typically divest a portion of their holdings in mega IPOs. Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-04-02/spacex-is-said-to-target-more-than-2-trillion-valuation-in-ipo">reported</a> earlier this month that SpaceX was targeting a $2 trillion valuation and planned to start roadshows in June. Separately, the news agency&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-04-14/anthropic-attracts-investor-offers-at-a-800-billion-valuation">reported</a> last week, citing sources, that Anthropic received offers from investors willing to invest at an $800 billion valuation.&nbsp;Anthropic recently&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anthropic-tops-open-ai-on-revenue-with-30-b-run-rate-while-space-x-plans-june-investor-roadshow-ahead-of-mega-ip-os/cZJJmVzRIpR">revealed</a> that its annualized revenue rate has surged past $30 billion, more than tripling from $9 billion last year and surpassing rival OpenAI.&nbsp;Both IPOs are expected in the fourth quarter of this year, as per media reports.<a href="https://stocktwits.com/symbol/GOOGL">GOOGL</a> was the top-performing stock in the Magnificent Seven group last year, thanks to praises for its Gemini 3 model and a crucial AI tie-up with Apple, among other triggers. Shares&nbsp;lost steam early in 2026 amid a broader selloff in tech shares, but have rebounded sharply this month. GOOGL is up 9.2% year to date.Meanwhile, retail investors are already gaining exposure to these marquee pre-IPO tech names through funds such as ARK Innovation (ARKK), Fundrise Innovation Fund (VCX), Destiny Tech100 (DXYZ), and KraneShares Artificial Intelligence &amp; Technology ETF (AGIX).Ark Invest&nbsp;recently&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cathie-wood-makes-240-m-bet-in-open-ai-s-mammoth-fundraise-as-ipo-looms/cZ7H03dRInm">picked up</a> a $240 million stake in OpenAI through its funds ARKK, ARK Fintech Innovation (ARKF), and ARK Next Generation Internet (ARKW). Stocktwits previously published explainers on investing in&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anthropic-s-ipo-said-to-be-coming-as-early-as-october-here-s-how-to-pick-up-a-stake-before-it-goes-public/cZ3uU4aRIlA">Anthropic</a> and&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/how-to-buy-spacex-before-ipo-5-funds-owning-spacex/cZ3uVbqRIlL">SpaceX</a> ahead of their IPOs.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/buy-nflx-stock-dip-wall-street-analysts-stay-bullish-while-cathie-wood-s-ark-piles-in-after-post-earnings-slide/cZB5CRhRIyL">Buy NFLX Stock Dip? Wall Street Analysts Stay Bullish While Cathie Wood’s Ark Piles In After Post-Earnings Slide</a>&nbsp;

Google CEO Sundar Pichai walks to lunch at the Allen & Company Sun Valley Conference on July 9, 2025 in Sun Valley, Idaho. (Photo by Kevin Dietsch/Getty Images)

Alphabet’s Google May Be Sitting On A $234B Gold Mine — And SpaceX, Anthropic IPOs Could Unlock It This Year

The search giant holds a 6.1% stake in SpaceX (sourced from an Alaska state filing) and a 14% stake in Anthropic (from antitrust court submissions).

<ul class="summary-bullets"><li>BlueBird 7 is now scheduled to launch Sunday aboard Blue Origin’s New Glenn-3 mission after earlier mid-April and April 10 targets shifted.</li><li>The next-gen Block 2 satellite will deliver direct 4G/5G connectivity from space to standard smartphones.</li><li>Investor focus on the sector is also rising amid a looming SpaceX IPO and intensifying competition from Amazon after its Globalstar buy.</li></ul>Shares of AST SpaceMobile (ASTS) slipped nearly 0.5% in premarket trading on Friday after the company confirmed a new launch window for its next-gen BlueBird 7 satellite, extending a series of timeline changes that have pushed short interest in the stock to its highest level since August 2025.<a href="https://stocktwits.com/symbol/ASTS">ASTS stock</a> has declined 4% so far this week and is set to snap two straight weeks of gains.&nbsp;<h2 class="st-heading-2">BlueBird 7 Delay Drives Short Bets Higher</h2>AST SpaceMobile said its BlueBird 7 satellite is now scheduled to launch on Sunday within a 6.45 am to 8.45 pm ET window aboard Blue Origin’s New Glenn-3 mission from Cape&nbsp;Canaveral. The updated timing marks the latest adjustment, following earlier updates that pointed to a mid-April liftoff and a prior target of no earlier than April 10.&nbsp;BlueBird 7 is part of the company’s next-gen Block 2 satellite lineup to deliver direct cellular broadband connectivity from space to smartphones. The spacecraft carries a phased-array communications antenna spanning 2,400 square feet and is expected to support full 4G and 5G voice, video, and data services while delivering up to 10x the bandwidth capacity of earlier BlueBird satellites.&nbsp;The Block 2 platform will also support coverage across 5,600 coverage cells nationwide as AST SpaceMobile moves toward continuous satellite-to-phone broadband coverage across the U.S.Meanwhile, short interest in ASTS stock has surged to 15.8% of its free float, according to Koyfin data, marking its highest level in about eight months. The surge comes amid repeated changes to the satellite’s expected liftoff schedule.&nbsp;<h2 class="st-heading-2">ASTS Faces Rising Competition As Satellite Sector Heats Up</h2>Investor sentiment around the rollout timeline has also been influenced by rising competition in the satellite communications space and rising investor attention on the sector ahead of a potential public debut of&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/spacex-ipo-starlink-analyst-profitability-overstated/cZJtd11RIvo">SpaceX</a>, which could become one of the largest IPOs ever, valued at over $1 trillion. The Elon Musk-led space firm reportedly generated over $18.5 billion in revenue last year.Federal Communications Commission chief&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/asts-stock-turbulence-fcc-three-way-race-bluebird-delay/cZJtTVURIvl">Brendan Carr</a> recently highlighted the emergence of a “three-player” race involving AST SpaceMobile, SpaceX and Amazon following Amazon’s acquisition of Globalstar assets into its expanding low-Earth-orbit satellite strategy.&nbsp;AST SpaceMobile has agreements with over 50 mobile network operators globally, including partnerships with AT&amp;T, Verizon, Vodafone, Rakuten, Google and American Tower.<h2 class="st-heading-2">How Do Retail Traders Feel About ASTS?</h2>On Stocktwits, retail sentiment for ASTS was ‘extremely bullish’ amid a 142% rise in 24-hour message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/asts_ss_png_ba68effe9f.webp" alt="asts ss.png" width="971" height="144"><figcaption>ASTS sentiment and message volume as of April 17 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/QuietTrader/message/650519144">said</a>, “If 75% of shorts cover because the April 19 launch is a success, the combined force of short covering plus new retail and institutional buying could easily push the price toward the upper $150+ range.”<stembedurl>https://stocktwits.com/QuietTrader/message/650519144</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/BULLZ820/message/650538647">said</a>, “might dip after launch as usual but will go to 150 in the weeks following. “<stembedurl>https://stocktwits.com/BULLZ820/message/650538647</stembedurl>ASTS stock has surged over 300% over the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/hims-stock-rally-room-left-fda-testosterone-therapy/cZJU0QGRIxa">HIMS Stock's Rally May Have Plenty Of Room Left: FDA Opens Door To Testosterone Therapy</a>

ASTS Stock Slips Premarket: Bearish Bets Surge As BlueBird Launch Plans Drift Off Schedule Again

Short interest rose to 15.8% of free float, the highest level since August 2025, highlighting growing caution after repeated launch-timeline changes.

<ul class="summary-bullets"><li>Han, an executive vice president at Samsung, has three decades of experience at the South Korean company, with his most recent experience spanning sales at its Foundry business.&nbsp;</li><li>The leadership announcement comes shortly after Intel unveiled a strategic partnership with SpaceX, xAI, and Tesla to advance the development of next-generation silicon fabrication technology.</li><li>INTC shares have had a powerful rally, up for a third consecutive week as investors turn optimistic on the company’s pivot.</li></ul>Intel Corp. (INTC) has hired Samsung’s Foundry head Shawn Han to lead its own Foundry Services as it pivots from being just a chipmaker into the broader fabrication ecosystem.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.linkedin.com/feed/update/urn:li:activity:7450611646617632769/">post</a> on LinkedIn from Naga Chandrasekaran, executive vice president, chief technology and operations officer, and general manager of the Intel Foundry organization, Han will report to him after joining the company in May.The leadership announcement comes shortly after Intel unveiled a <a href="https://stocktwits.com/news-articles/markets/equity/intel-repositions-as-foundry-powerhouse-with-space-x-and-tesla-s-terafab-deal-retail-cheers-the-move/cZJJuD5RIpA">strategic partnership</a> with SpaceX, xAI, and Tesla Inc. (TSLA) to advance the development of next-generation silicon fabrication technology.<h2 class="st-heading-2">Leadership Update</h2>Han, an executive vice president at Samsung, has three decades of experience at the South Korean company, with his most recent experience spanning sales at its Foundry business.As per Han’s LinkedIn profile, he has been leading Samsung’s U.S. team for the last three years. He joined Samsung Electronics in 1996 as a senior engineer, gaining experience in device and process integration engineering, before going on to head Customer Engineering for Samsung’s Foundry Business.&nbsp; “Shawn’s leadership will be an important addition to our team, and he is joining at an exciting time as we continue to execute on process technology, advanced packaging, and our overall foundry capabilities,” Chandrasekaran said in his post.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_17_at_12_56_00_AM_png_3758c70813.webp" alt="Screenshot 2026-04-17 at 12.56.00 AM.png" width="1097" height="752"></figure><h2 class="st-heading-2">Foundry Push</h2>Intel’s foundry business is a key strategic pivot for CEO Lip-Bu Tan. In the last earnings call, Tan said that the company remained “focused on the long-term objective of building a world-class wafer and advanced packaging foundry,” although it would take time.The company has, however, begun shipping its first products built on Intel 18A, its own semiconductor manufacturing process, and Intel Foundry also met key 18A and 14A milestones in the previous quarter.Moreover, under the new deal for the Terafab initiative, a semiconductor facility that is a joint effort between Tesla and SpaceX, Intel will serve as the manufacturing backbone, supplying advanced semiconductor fabrication capabilities to support AI, robotics, and space technologies. By combining design and manufacturing expertise, Intel has positioned itself as a central foundry partner in scaling Musk’s next-generation computing ecosystem.<h2 class="st-heading-2">INTC Rally And Retail Reaction</h2><a href="https://stocktwits.com/symbol/intc">INTC shares</a> have had a powerful rally, up for a third consecutive week as investors turn optimistic on the company’s pivot. INTC stock was up about 5% on Thursday at the time of writing, pushing weekly gains to over 9%.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260417_010253278_png_f5fc0baee6.webp" alt="koyfin_20260417_010253278.png" width="2400" height="1240"></figure>Meanwhile, on Stocktwits, retail sentiment around INTC shares was in the ‘extremely bullish’ territory over the past 24 hours amid ‘high’ message volumes.One bullish user predicted that the company’s shares would hit $100 soon. INTC shares were trading around $68.18 at the time of writing.<stembedurl>https://stocktwits.com/bennpham/message/650432562</stembedurl>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a close-up of a printed circuit board (PCB) is seen, while the Intel logo is displayed on a screen in the background. (Photo by Nikos Pekiaridis/NurPhoto via Getty Images)

Intel Hires Samsung’s Shawn Han For Foundry Services Amid Strategic Pivot

According to a post on LinkedIn from Naga Chandrasekaran, head of Intel Foundry, Shawn Han will report to him after joining the company in May. 

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