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AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

SpaceXs agreement to acquire low-band spectrum AST SpaceMobile had pursued has intensified concerns that Starlink could become a stronger direct-to-phone competitor, adding to worries about ASTSs launch pace and execution. Traders are divided: bears see the deal as eroding ASTSs competitive position, while bulls argue it could push mobile carriers to deepen their support for ASTS.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorillas proposed, non-binding acquisition of its first U.S. data center and broader AI-infrastructure expansion plan are drawing attention. Many traders view the move as costly ambition without clear financing and question execution, while some see U.S. expansion as a positive strategic step.

Joby Aviation, Inc. is a transportation company, which engages in developing an all-electric, vertical take-off and landing aircraft that intends to operate as a commercial passenger aircraft. The company was founded by Bevirt Joebenn in 2009 and is headquartered in Santa Cruz, CA.

Joby Aviation Inc

Barclays downgrade of Joby has fueled selling, with traders also citing the trade-secret lawsuit verdict, cash burn and insider sales as reasons for concern. Bulls see the decline as a buying opportunity and point to FAA certification progress, while bears question the timeline to commercial operations and profitability.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snaps Specs AR glasses rollout and partnerships with major technology and enterprise players are driving attention, with bulls touting the products AR potential while skeptics question its price, design, demand and managements ability to commercialize it against Meta.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Modernas Nasdaq-100 inclusion is driving discussion of index-fund buying and possible short covering, building on optimism around its partnered melanoma cancer-vaccine results. Traders are divided between expecting further momentum and warning that the sharp run-up looks overvalued and vulnerable to profit-taking.

T-Mobile US, Inc. engages in the provision of wireless communications services under the T-Mobile and MetroPCS brands. It offers postpaid and prepaid wireless voice, messaging and data services, and wholesale wireless services. The company was founded in 1994 and is headquartered in Bellevue, WA.

T-Mobile US Inc

SpaceXs agreement to acquire Grain Managements 800 MHz spectrum portfolio has raised concerns that Starlink Mobile could become a more direct wireless competitor, weighing on T-Mobile shares. Traders debate whether the threat is overstated given the time and infrastructure needed to build a competitive network, with many viewing the selloff as an overreaction and buying the dip.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStops move higher and challenge of a closely watched resistance level has fueled breakout and short-squeeze speculation, with traders pointing to heavy call activity and the approaching warrant expiration. Others question the moves staying power given low volume and the lack of a confirmed company catalyst.

Verizon Communications, Inc. is a holding company, which engages in the provision of communications, information, and entertainment products and services. It operates through the following business segments: Consumer and Business. The Consumer segment provides consumer-focused wireless and wire line communications services and products. The Business segment offers wireless and wireline communications services and products, including FWA broadband, data, video and conferencing services, corporate networking solutions, security and managed network services, local and long-distance voice services, and network access to deliver various IoT services and products. The company was founded in 1983 and is headquartered in New York, NY.

Verizon Communications Inc

Verizon Communications Inc.

Verizon shares are under pressure after SpaceX agreed to acquire low-band spectrum for its Starlink Mobile ambitions, raising concerns about future competition from a potential hybrid satellite-and-terrestrial wireless network. Traders are split between viewing the selloff as an overreaction given the infrastructure and rollout hurdles, and seeing SpaceX as a credible long-term threat to established carriers.

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

AT&T, Inc.

AT&T Inc

AT&T is selling off amid concerns that SpaceXs spectrum acquisition advances Starlink Mobiles push to compete with established wireless carriers. Traders are divided on the threat: some see the selloff as an overreaction because building a competitive network will take substantial infrastructure and investment, while others worry about longer-term competition; dip-buying is also prominent.

Delta Air Lines, Inc. engages in the provision of scheduled air transportation for passengers and cargo. It operates through the Airline and Refinery segments. The Airline segment provides scheduled air transportation for passengers and cargo. The Refinery segment provides jet fuel to the airline segment. The company was founded by Collett Everman Woolman in 1928 and is headquartered in Atlanta, GA.

Delta Air Lines, Inc.

Deltas quarterly earnings miss and reduced full-year profit outlook, driven by sharply higher fuel costs, are weighing on shares. Traders are debating whether resilient travel demand and stronger revenue expectations can offset the squeeze on margins, with some viewing the pullback as an overreaction.

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<ul class="summary-bullets"><li>Shelton’s work has focused on analyzing monetary and financial conditions within individual countries and their implications for currency exchange rates.</li><li>The economist holds a doctorate in business administration from the University of Utah.</li><li>Shelton was previously nominated to the Federal Reserve Board but was not confirmed, according to CNBC.</li></ul>The U.S. Treasury Department announced Friday that economist Judy Shelton will join the Treasury Department as a Counselor in the Office of the Secretary, advising Treasury Secretary Scott Bessent on currency policy, with a particular focus on evaluating financial conditions in China.Shelton specializes in international financial and currency issues, including how countries' internal monetary and financial conditions affect exchange rates, according to the Treasury's official announcement.<h2 class="st-heading-2">Shelton's Role At Treasury</h2>The appointment brings Shelton's experience in international monetary relations into the Treasury Department's senior advisory team.While the announcement specifically identified currency policy and China's financial conditions as her areas of focus, it did not outline any changes to U.S. exchange-rate policy or announce specific initiatives involving China.According to Treasury, Shelton has testified numerous times before Congress on international financial relations and consulted with national security officials on global economic developments.Her work has focused on analyzing monetary and financial conditions within individual countries and their implications for currency exchange rates.<h2 class="st-heading-2">Shelton’s Experience And Fed Nomination</h2>Shelton previously served as U.S. Director of the European Bank for Reconstruction and Development and as Chairman of the National Endowment for Democracy.Before joining Treasury, she was a Senior Fellow at the Independent Institute and a Senior Research Fellow at Stanford University's Hoover Institution, where she authored&nbsp;The Coming Soviet Crash and Money Meltdown.The economist began her career as a National Fellow at the Hoover Institution, studying how Western capital affected the Soviet economy. Shelton holds a doctorate in business administration from the University of Utah.CNBC reported that Shelton had previously been nominated to the Federal Reserve Board during President Donald Trump's first term but failed to secure Senate confirmation.Bessent also recently appointed former Jefferies chief market strategist David Zervos as a Treasury counselor, the same position Shelton will hold. Neither appointment requires Senate confirmation.See Also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/microchip-technology-acquires-vorago-to-expand-space-and-defense-chip-portfolio/cZD6AoMRBnP">Microchip Technology Acquires VORAGO To Expand Space And Defense Chip Portfolio</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Judy Shelton smiles during a Bloomberg Television interview in Washington, D.C. Photographer: Andrew Harrer/Bloomberg via Getty Images

US Treasury Appoints Judy Shelton As Advisor To Bessent – To Focus On Currency Policy

The U.S. Treasury Department announced Friday that economist Judy Shelton will join the Treasury Department as a Counselor in the Office of the Secretary, advising Treasury Secretary Scott Bessent on currency policy, with a particular focus on evaluating 

Equity

The economist previously held senior roles at the European Bank for Reconstruction and Development and the National Endowment for Democracy.

iShares 7-10 Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

<ul class="summary-bullets"><li>The company plans to invest $10 million in Direct Midstream and will pay most of the remaining purchase price through preferred shares.</li><li>The company has previously said that there is substantial doubt about its ability to continue as a going concern.</li><li>Vivakor has completed three reverse stock splits in 2026, with the latest being a 1-for-15 reverse split earlier this week.</li></ul>Shares of Vivakor (VIVK) traded over 25% higher on Friday after the energy transportation and remediation company announced plans to expand its operations in the Permian Basin by acquiring Direct Midstream.<a class="mention" data-mention="$VIVK" data-symbol-id="VIVK" href="https://stocktwits.com/symbol/VIVK" target="_blank">VIVK stock</a> had climbed over 80% after the opening bell but pared most of the gains at the time of writing.<h2 class="st-heading-2">VIVK’s Permian Expansion Plans</h2>Vivakor values Direct Midstream at $40 million, four times its expected 2027 annual free cash flow of $10 million. The company plans to invest $10 million in Direct Midstream and will pay most of the remaining purchase price through preferred shares.“The contemplated $10 million investment is intended to provide additional capital to support the continued development and expansion of the Direct platform,” said Vivakor’s CEO James Ballengee.He added that the acquisition would expand Vivakor’s Permian Basin infrastructure and strengthen its oilfield waste-management capabilities.Direct Midstream provides wastewater disposal, oil recovery and waste-management services to energy companies operating in the major oil-producing region.However, the transaction remains subject to due diligence, and the estimated timeline for closure was not mentioned.<h2 class="st-heading-2">Vivakor’s Struggles</h2>Vivakor has struggled with persistent losses and cash shortages. As of June 30, 2026, the company had just $259,416 in cash, a $58 million working capital deficit, and $24.3 million in debt due within a year. The company previously <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/Archives/edgar/data/1450704/000182912626009067/vivakor_10q.htm">said</a> that there is substantial doubt about its ability to continue as a going concern.While Vivakor’s topline grew 10% in the second quarter (Q2), the company has continued to post steep losses.<h2 class="st-heading-2">Retail’s Take On VIVK</h2>Retail sentiment surrounding VIVK turned ‘neutral’ from ‘extremely bearish’ on Stocktwits over the past 24 hours, amid ‘high’ message volumes.One user said the stock could climb past $20 by the end of today’s session, before pushing for $50.<stembedurl>https://stocktwits.com/cjstocksup/message/666139177</stembedurl>Vivakor has completed three reverse stock splits in 2026, starting with a 1-for-200 consolidation in March, a 1-for-20 ratio in July, and a 1-for-15 reverse split earlier this week. The company took these steps to raise its share price and remain compliant with Nasdaq's listing requirements.Also read:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/spcx-stock-surges-premarket-jp-morgan-says-space-x-may-need-ground-based-network-to-rival-telecom-giants/cZD6p5wRBnR">SPCX Stock Surges Premarket – JPMorgan Says SpaceX May Need Ground-Based Network To Rival Telecom Giants</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A person’s finger placed on a line on a stock chart. (Source: Getty Images)

VIVK Stock Rockets Today: Retail Eyes Over 12X Upside After Vivakor Unveils Proposed Direct Midstream Deal

Vivakor values Direct Midstream at $40 million, four times its expected 2027 annual free cash flow of $10 million

Vivakor Inc

<ul class="summary-bullets"><li>Gorilla Technology signed a non-binding letter of intent to acquire its first U.S. data center, with closing targeted for the end of November 2026.</li><li>The company aims to expand its U.S. data center portfolio through acquisitions, site expansions and customer-led GPU deployments.</li><li>Gorilla is assessing infrastructure upgrades, including additional power distribution and direct liquid cooling, to support future high-density AI computing.</li></ul>Gorilla Technology Group (GRRR) announced on Friday that it had signed a non-binding letter of intent to acquire its first U.S. data center and plans to expand its U.S. AI infrastructure portfolio to over 100 megawatts (MW) over the next 12 to 18 months.The proposed acquisition involves an existing operating facility with approximately 6 MW of current utility capacity and a pathway to 36 MW of total site power capacity. The company said it was targeting completion of the acquisition by the end of November 2026.<blockquote>“We are not entering the United States simply to acquire a building. We are establishing the first piece of what we aim to become a significant AI infrastructure business.”– Jay Chandan, CEO and Chairman, Gorilla Technology Group</blockquote>Gorilla also said it has obtained written support from the local utility for an additional 30 MW, although delivering that capacity will require further utility and site infrastructure work.<a href="https://stocktwits.com/symbol/GRRR">GRRR stock</a> dropped over 4% in morning trade, despite a recovery in the broader market, and was among the top-trending tickers on Stocktwits at the time of writing.&nbsp;<h2 class="st-heading-2">Gorilla Targets 36 MW At First US Data Center</h2>The proposed acquisition would give Gorilla an initial operating base in the U.S. AI infrastructure market. The facility already has electrical and cooling infrastructure, carrier-neutral connectivity, and existing colocation and office operations.Gorilla said it was reviewing the facility’s tenants, lease terms, rent roll and historical operating performance as part of its due diligence. It added that the utility has indicated an approximately 18-month timetable for delivering the additional 30 MW of power.&nbsp;Gorilla is also assessing upgrades needed to support high-density AI computing, including additional power distribution and direct liquid-cooling capabilities for future GPU deployments.<h2 class="st-heading-2">Gorilla Plans Broader AI Infrastructure Expansion</h2>The proposed acquisition is the starting point for Gorilla’s broader U.S. expansion strategy. The company said it was targeting more than 100 MW of total site power capacity over the next 12 to 18 months through additional acquisitions, infrastructure expansions and customer-led AI compute deployments.Gorilla added it was evaluating further opportunities across the U.S., focusing on sites with available power, strong connectivity, expansion potential and customer demand.&nbsp;The company also said it was engaging with prospective customers regarding future AI compute and GPU capacity at the proposed site.&nbsp;Gorilla stated its strategy is to combine owned data center infrastructure with customer-led GPU deployments and its existing AI software and operational capabilities to serve enterprise, cloud and AI customers.&nbsp;CFO Bruce Bower said Gorilla is focused on acquiring infrastructure that offers immediate utility and substantial expansion potential while maintaining disciplined investment criteria.According to Chandan, controlling the underlying infrastructure could give Gorilla greater control over deployment timelines, power, cooling and operating economics.<h2 class="st-heading-2">How Is Retail Feeling About GRRR Stock?</h2>Retail sentiment around GRRR stock on Stocktwits remained in ‘neutral’ territory over the past day, with chatter at ‘extremely high’ levels. Platform data showed a 21% jump in message volume over the last 24 hours and a 145% increase overall this week.One retail trader said the proposed U.S. acquisition is a “huge” development for Gorilla, noting that the company had expanded from Asia into the U.S. market. Another trader said entering the U.S. market could lend the company greater credibility, despite skepticism around the stock.<stembedurl>https://stocktwits.com/ACInvestorBlog/message/666133490</stembedurl><stembedurl>https://stocktwits.com/bassie93/message/666135253</stembedurl>GRRR stock has fallen over 8% this year and more than 40% in the last 12 months. Only five analysts cover the company, according to Koyfin, with the 12-month average price target on the shares at $32.83. The target implies a potential upside of 187% from current levels.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/coin-hood-stocks-get-price-target-hikes-while-gemini-to-underweight/cZD6nmMRBVw">COIN, HOOD Stocks Get Price Target Hikes, While Morgan Stanley Cuts Gemini To ‘Underweight’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Gorilla Technology logo is seen displayed on a smartphone screen. 

Gorilla Technology Plans First US Data Center Deal, Targets Over 100MW AI Infrastructure 

Gorilla Technology Group (GRRR) announced on Friday that it had signed a non-binding letter of intent to acquire its first U.S. data center and plans to expand its U.S. AI infrastructure portfolio to over 100 megawatts (MW) over the next 12 to 18 months.

Gorilla Technology Plans First US Data Center Deal, Targets Over 100MW AI Infrastructure

The proposed site has approximately 6 MW of current utility capacity, with a potential path to 36 MW following utility and infrastructure work.


Global X Funds - Global X Cybersecurity ETF

iShares Cybersecurity and Tech ETF

Themes ETF Trust - Themes Cybersecurity ETF

Themes ETF Trust - Themes Generative Artificial Intelligence ETF

<ul class="summary-bullets"><li>The airline cut its full-year adjusted EPS guidance to $5.10–$5.60 from $6.50–$7.50.</li><li>Delta expects December-quarter adjusted EPS of $1.15–$1.65 and total revenue growth of approximately 20%, while forecasting around $2.5 billion in full-year free cash flow.</li><li>CEO Ed Bastian reiterated Delta’s long-term financial priorities, including mid-teens margins and returns, durable free cash flow and gross leverage of approximately one times.</li></ul>Delta Air Lines (DAL) shares were in focus on Friday after the company reported third-quarter results, with adjusted diluted earnings per share falling short of analysts’ expectations and the airline cutting its full-year 2026 earnings outlook amid rising fuel costs.<a href="https://stocktwits.com/symbol/DAL">DAL shares</a> fell about 4% in premarket trading on Friday, at the time of writing.Delta reported adjusted diluted earnings per share (EPS) of $1.72 and adjusted operating revenue of $17.59 billion for the September quarter, compared with Fiscal.ai estimates of $1.76 per share and $18.92 billion in revenue, respectively.<h2 class="st-heading-2">CEO Says Travel Demand Remains Strong</h2>CEO Ed Bastian stated in the earnings report that demand remains strong, supported by consumers’ growing preference for experiences and travel.&nbsp;&nbsp;Bastian said Delta delivered $1.5 billion in pretax profit in the September quarter, matching the year-earlier period, and generated $1.9 billion in free cash flow year to date, while absorbing a $6 billion increase in fuel costs for 2026.&nbsp;“Our focus remains on profitable growth and delivering against our long-term financial framework, including mid-teens margins and returns, durable free cash flow and gross leverage of approximately one times,” he said.<h2 class="st-heading-2">Higher Fuel Costs Drive Lower Guidance</h2>Delta’s adjusted fuel expense rose 62% year over year to $4.14 billion in the September quarter. Its average adjusted fuel price increased 60% to $3.61 per gallon, while its adjusted operating margin narrowed to 9.4% from 11.1% a year earlier.For full-year 2026, Delta lowered its adjusted EPS outlook to $5.10–$5.60 from its previous range of $6.50–$7.50. The company expects full-year pretax profit of approximately $4.5 billion despite the higher fuel costs.<h2 class="st-heading-2">Delta Provides December-Quarter Guidance</h2>For the December quarter, Delta expects total revenue to increase approximately 20% year over year. The airline forecasts adjusted EPS of $1.15–$1.65 and an adjusted operating margin of 7%–9%.For full-year 2026, Delta expects approximately $2.5 billion in free cash flow and plans to pay down more than $2 billion in debt.The company said its September-quarter results and outlook reflect its ability to operate in an elevated fuel-cost environment while continuing to focus on profitable growth.<h2 class="st-heading-2">Delta Reviews Riyadh Service</h2>Separately, Bastian&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/10/09/delta-riyadh-flight-safety-houthi-attacks.html">told</a> CNBC that Delta was weighing whether to proceed with its planned Atlanta–Riyadh route amid security concerns following attacks in Saudi Arabia. The service is scheduled to begin on October 23.“Safety is going to make the call,” Bastian reportedly said, adding that the airline would inform customers of its decision soon.<h2 class="st-heading-2">Retail View On DAL</h2>Retail sentiment on Stocktwits for $DAL was ‘Extremely Bullish,’ with ‘High’ message volume over the past 24 hours. The stock was also among the platform’s trending tickers at the time of writing.DAL shares have gained more than 17% year to date.Also read: <a href="https://stocktwits.com/news-articles/markets/equity/microchip-technology-acquires-vorago-to-expand-space-and-defense-chip-portfolio/cZD6AoMRBnP">Microchip Technology Acquires VORAGO To Expand Space And Defense Chip Portfolio</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

A Delta Airlines Airbus A320 arrives at Los Angeles International Airport from Dallas on March 28, 2025 in Los Angeles, California. (Photo by Kevin Carter/Getty Images)

Delta Cuts 2026 Earnings Outlook As $6B Fuel-Cost Surge Weighs On Profit 

Delta Air Lines (DAL) shares were in focus on Friday after the company reported third-quarter results, with adjusted diluted earnings per share falling short of analysts’ expectations and the airline cutting its full-year 2026 earnings outlook amid rising

Delta Cuts 2026 Earnings Outlook As $6B Fuel-Cost Surge Weighs On Profit

Delta Air Lines cut its 2026 adjusted EPS outlook to $5.10–$5.60 as it faces a $6 billion increase in fuel costs.


<ul class="summary-bullets"><li>VORAGO is a semiconductor company specializing in radiation-hardened and radiation-tolerant chips.</li><li>VORAGO's patented HARDSIL technology can reduce development time and costs for Microchip's radiation-hardened chips.</li><li>VORAGO has supported more than 70 space missions and shipped over 24,000 products worldwide since its founding.</li></ul>Microchip Technology (MCHP) stock is in focus after the firm announced Friday that it acquired VORAGO Technologies, a semiconductor company specializing in radiation-hardened and radiation-tolerant chips, expanding its capabilities in aerospace, defense, and space applications.The company did not disclose the transaction's financial terms and said the acquisition is not expected to materially affect its consolidated financial results.At the time of this writing, <a href="https://stocktwits.com/symbol/MCHP">MCHP stock</a> was marginally in the red in early trade.<h2 class="st-heading-2">What VORAGO Brings To Microchip</h2>The acquisition brings VORAGO’s radiation-hardened microcontrollers and microprocessors into Microchip’s portfolio, expanding its presence in chips used for space and defense applications.Unlike conventional electronics, VORAGO’s chips are designed to operate in high-radiation environments and extreme temperatures, making them suitable for satellites, defense systems, and industrial equipment that must function in harsh conditions.A key part of the deal is VORAGO’s patented HARDSIL technology, which Microchip says can reduce the time and cost of developing radiation-resistant chips.It can also improve the radiation tolerance of existing products without requiring a redesign, potentially allowing Microchip to extend the technology across more of its product portfolio.In an August announcement, VORAGO said it had supported more than 70 space missions and shipped over 24,000 products worldwide since 2004. The company also reported that its revenue more than doubled between 2022 and 2025.<h2 class="st-heading-2">How The Acquisition Fits Microchip's Strategy</h2>Microchip said the deal positions it to capture a larger share of aerospace, defense and space markets, citing accelerating investment and demand across commercial and defense space programs.The company also expects VORAGO's radiation-hardening expertise to strengthen technical capabilities across its broader business.Microchip has already been expanding its space-focused offerings. In August, it introduced the radiation-tolerant Space CSAC-SA65 atomic clock, designed for satellites and offering radiation tolerance of at least 30 kilorads while consuming less than 120 milliwatts.<h2 class="st-heading-2">What Retail Thinks of MCHP Stock</h2>On Stocktwits, retail investors’ sentiment around MCHP stock flipped to ‘bullish’ from ‘neutral’ a day ago.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_10_09_191105_f0cafd60c9.png" alt="Screenshot 2026-10-09 191105.png" width="811" height="423"><figcaption>MCHP stock retail sentiment on October 9 as of 1-:00 a.m. ET | Source: Stocktwits</figcaption></figure>So far this year, MCHP stock has risen over 14%. In comparison, the iShares Semiconductor ETF (<a href="https://stocktwits.com/symbol/SOXX">SOXX</a>), which holds the stock, has risen nearly 80% over the same period.See Also:<a href="https://stocktwits.com/news-articles/markets/equity/ai-valuation-correction-could-trigger-wider-market-sell-off-margin-calls-warns-un-report/cZD6pg3RBnT"> AI Valuation Correction Could Trigger Wider Market Sell-Off, Margin Calls, Warns UN Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

The Microchip Technology logo appears on a smartphone screen in this illustration photo in Reno, United States, on December 17, 2024. (Photo by Jaque Silva/NurPhoto via Getty Images)

Microchip Technology Acquires VORAGO To Expand Space And Defense Chip Portfolio

Microchip Technology (MCHP) stock is in focus after the firm announced Friday that it acquired VORAGO Technologies, a semiconductor company specializing in radiation-hardened and radiation-tolerant chips, expanding its capabilities in aerospace, defense, 

The acquisition adds patented radiation-hardening technology, though Microchip does not expect a material impact on its consolidated financial results.

Microchip Technology, Inc.

iShares Semiconductor ETF

<ul class="summary-bullets"><li>CleanSpark said its Sandersville data center project in Georgia is fully funded through completion after the closing of $2.276 billion in senior secured notes.</li><li>The Sandersville project is expected to generate approximately $6.6 billion in contracted revenue over its initial lease term under an agreement with a Meta subsidiary.</li><li>CEO Matt Schultz said the company continues to pursue commercial opportunities across its portfolio while monetizing contracted power through Bitcoin mining.</li></ul>CleanSpark (CLSK) on Friday announced that it will discontinue its monthly operational updates and transition to quarterly reporting, reflecting the Bitcoin (BTC) miner’s expanding focus on data center development.&nbsp;The company made the announcement alongside its September mining results, and confirmed that its $6.6 billion Meta Platforms (META)-backed Sandersville data center project is fully funded through completion.“CleanSpark will transition to standard quarterly reporting consistent with peers in the energy and data center sectors, and monthly operational updates will be discontinued,” the company said. The move comes after the company has been dropping continous monthly updates from late 2021.<a href="https://stocktwits.com/symbol/CLSK">CLSK stock</a> gained dropped over 2% at market open, on track to <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/btc-price-drops-below-81k-1b-crypto-liquidations-stock-selloff/cZDUYIYRBNU">slide for a fifth straight session</a> after hitting lows last seen in April on Thursday. On Stocktwits, retail sentiment around the firm improved to ‘neutral’ from ‘bearish’ territory over the past day.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_10_09_091433_b472f102dd.png" alt="Screenshot 2026-10-09 091433.png" width="1262" height="682"><figcaption>CLSK stock retail sentiment on October 9 as of 9:15 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">CleanSpark’s Final Bitcoin Mining Update</h2>CleanSpark reported an average daily production of 17.64 BTC in September, with peak daily output of 18.99 BTC. Its average operating hashrate was 36.0 exahashes per second (EH/s), while its operational hashrate reached 50 EH/s.The company had 199,745 miners deployed at the end of September, alongside a contracted power portfolio of 1.8 gigawatts (GW). Of that capacity, 808 megawatts (MW) was utilized.CleanSpark ended September with 13,530 BTC, down from 13,703 BTC at the end of August. The company produced 529 BTC during the month, sold two BTC at spot prices, and sold another 700 BTC through call exercises.The company reported an average sale price of $72,928 per Bitcoin sold.&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> was trading close to hitting $83,000 at the time of writing, gaining around 1% in the last 24 hours, following a&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/btc-price-drops-below-81k-1b-crypto-liquidations-stock-selloff/cZDUYIYRBNU">dip below $81,000</a> in the previous session, which liquidated nearly $1 billion in cryptocurrency bets.&nbsp;<h2 class="st-heading-2">CleanSpark Confirms Data Center Project Funding</h2>CEO and Chairman Matt Schultz said the company’s Sandersville project in Georgia is fully funded following the September closing of $2.276 billion in senior secured notes carrying a 7.875% annual interest rate and maturing in 2031.The financing was announced previously, and the Sandersville lease is expected to generate approximately $6.6 billion in contracted revenue over its initial term. “With non-dilutive bond financing now in place, our Sandersville project is fully funded through completion,” Schultz said."In the meantime, we are continuing the commercial process across our entire portfolio and delivering continuous monetization of our contracted power through bitcoin mining,” he added. “The demand for power and land, with the certainty to build, remains relentless, and I am excited to be kicking off our new fiscal year from a position of strength."The project adds to CleanSpark’s push to expand beyond Bitcoin mining into AI data center infrastructure, using its land and power portfolio to serve demand for computing capacity like many of its peers.&nbsp;CLSK stock has gained around 5% this year and fallen over 40% in the last 12 months. Koyfin data showed a 12-month average price target of $23.89 on CleanSpark, implying a potential upside of over 124% from Thursday’s close.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/coin-hood-stocks-get-price-target-hikes-while-gemini-to-underweight/cZD6nmMRBVw">COIN, HOOD Stocks Get Price Target Hikes, While Morgan Stanley Cuts Gemini To ‘Underweight’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

CleanSpark Still Has 13K Bitcoin On Its Books, But It's Ending Its Monthly Updates As Data Center Buildout Accelerates  

CleanSpark (CLSK) on Friday announced that it will discontinue its monthly operational updates and transition to quarterly reporting, reflecting the Bitcoin (BTC) miner’s expanding focus on data center development.

CleanSpark Ends Monthly Updates After 5 Years As Data Center Buildout Accelerates, Still Has 13K Bitcoin On Its Books

The Bitcoin miner produced 529 BTC in September, averaging 17.64 BTC per day, and ended the month with 13,530 BTC in its treasury.

Cleanspark Inc

CoinShares Bitcoin Mining ETF

<ul><li>UNCTAD said the Magnificent Seven account for about one-third of the S&amp;P 500's market capitalization as of August.</li><li>UNCTAD warned that bankruptcies among highly leveraged AI-linked companies could cause credit markets to seize up.</li><li>The report said a shortfall in expected AI profits could trigger a stock correction.</li></ul>A correction in artificial intelligence (AI) stock valuations could trigger a broader financial-market selloff and margin calls, the United Nations Conference on Trade and Development (UNCTAD) warned in its Trade and Development Report 2026, released Friday.&nbsp;The report said two related trends in U.S. equity markets threaten global financial stability: growing concentration among the largest technology companies and heavy dependence of their revenue growth on a small number of AI laboratories.<h2 class="st-heading-2">How An AI Correction Could Spread</h2>UNCTAD noted that the Magnificent Seven accounted for roughly one-third of the S&amp;P 500's market capitalization as of August 2026, according to LSEG Datastream data.&nbsp;The report warned that if AI profits fail to materialize soon enough, technology companies' outsized weight in the U.S. stock market could amplify a valuation correction, triggering sell-offs and margin calls in other financial market segments, even if the companies survive with their core profits intact.The report said the resulting credit disruption could reach the real economy through wealth effects, reduced spending, and job cuts.<h2 class="st-heading-2">What Could Trigger An AI Stock Correction&nbsp;</h2>UNCTAD said successive funding rounds have raised AI laboratory valuations, delivering windfall capital gains to technology companies holding stakes in them. The same companies also earn significant revenue by renting cloud-computing capacity to those laboratories.However, the report distinguished between established technology companies, some of which enjoy solid revenues from accumulated technological advantages, and AI laboratories that are not yet profitable despite substantial and rising revenues. The laboratories also face heavy infrastructure costs.Their prospective profits depend on AI delivering promised productivity gains. UNCTAD cited surveys suggesting that task-level productivity gains vanish at the company or industry level, referencing research from the International Labour Organization.<h2 class="st-heading-2">Data Center Spending And Financing Risks</h2>UNCTAD said estimates from Brandsaas and colleagues imply U.S. data-center investment growth of about 300% in 2026 and 50% in 2027, compared with a projected 7% increase in overall U.S. fixed investment in 2026. It noted that without data centers, the investment outlook would look markedly different.The agency also warned that technology investment could crowd out other investments with stronger effects on employment and energy efficiency.Meanwhile, UNCTAD said technology companies' commitments to hyperscaling now exceed their accumulated cash reserves from 2020 to 2024, prompting heavy reliance on corporate bond markets.&nbsp;Should funding into the sector slow, some bonds would depreciate and reinforce the potential financial-market contagion, it said.<h2 class="st-heading-2">What Retail Thinks About Mag Seven Stocks?&nbsp;&nbsp;</h2>As of this writing, the Magnificent Seven stocks were mixed in Friday’s premarket session. MSFT, <a href="https://stocktwits.com/symbol/NVDA">NVDA</a>, and TSLA stocks were up over 1%, while <a href="https://stocktwits.com/symbol/META">META</a>, GOOG, and <a href="https://stocktwits.com/symbol/AMZN">AMZN</a> were trading nearly 1% higher. AAPL was the only ticker trading in the red, down over 1%.On Stocktwits, retail investors’ sentiment was ‘bullish’ for Amazon, ‘neutral’ for Alphabet and Microsoft, and ‘bearish’ for Apple, Tesla, Nvidia, and Meta.Year-to-date, <a href="https://stocktwits.com/symbol/AAPL">AAPL</a> and NVDA led gains among the Magnificent Seven, followed by <a href="https://stocktwits.com/symbol/GOOGL">GOOGL</a>, AMZN, META, and <a href="https://stocktwits.com/symbol/MSFT">MSFT</a>, while <a href="https://stocktwits.com/symbol/TSLA">TSLA</a> was the only decliner in the pack.&nbsp; See Also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/vz-tmus-t-stock-price-targets-cut-by-scotiabank-analyst-sees-higher-risk-of-disruption-from-space-x-spectrum-deal/cZD6F9zRBVU">VZ, TMUS, T Stock Price Targets Cut By Scotiabank – Analyst Sees Higher Risk Of Disruption From SpaceX Spectrum Deal</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

The stock has gained over 26% for the year-to-date period.

AI Valuation Correction Could Trigger Wider Market Sell-Off, Margin Calls, Warns UN Report

A correction in artificial intelligence (AI) stock valuations could trigger a broader financial-market selloff and margin calls, the United Nations Conference on Trade and Development (UNCTAD) warned in its Trade and Development Report 2026, released Frid

UNCTAD highlighted the financial links between major technology companies and ‘not yet’ AI laboratories, raising concerns about their dependence on future AI-driven profits.

Apple Inc

Microsoft Corp

<ul class="summary-bullets"><li>JPMorgan said SpaceX would likely need to deploy a terrestrial network using large cell towers.</li><li>KeyBanc called SpaceX’s spectrum acquisition a positive for tower operators.</li><li>Despite the dip in share prices, JPMorgan sees limited near-term competitive risk for U.S. wireless carriers.</li></ul>SpaceX (SPCX) could need to build a ground-based mobile network to compete with established U.S. telecom operators following its latest spectrum acquisition, JPMorgan said on Friday.The firm maintained its ‘Overweight’ rating on SpaceX, saying the agreement makes Starlink Mobile’s long-term opportunity more credible, although building a competitive network would require significant investment, according to TheFly.The stock was up 3.7% in pre-market trading, while&nbsp;<a href="https://stocktwits.com/symbol/SPCX">SPCX</a> was among the top trending tickers on Stocktwits at the time of writing.<h2 class="st-heading-2">SpaceX Buys Grain’s Portfolio</h2>On Thursday, SpaceX<a href="https://stocktwits.com/news-articles/markets/equity/asts-stock-spacex-grain-spectrum-analyst-who-called-deal-ligado-next/cZD6eLuRBVI">&nbsp;announced</a> an agreement to acquire Grain Management’s nationwide portfolio of 800 MHz wireless spectrum licenses, covering up to 14 MHz of paired spectrum. Grain confirmed that SpaceX would acquire its entire portfolio, subject to Federal Communications Commission (FCC) approval.SpaceX said that the frequencies address an important technical gap in Starlink Mobile’s push to become a major mobile carrier.The acquisition follows SpaceX’s earlier purchase of higher-frequency spectrum from EchoStar and supports its ambition to combine satellite connectivity with traditional mobile infrastructure.<h2 class="st-heading-2">Wall Street Sees Tower Operators Gaining</h2>JPMorgan said SpaceX would likely need to deploy a terrestrial network using large cell towers unless it secures a mobile virtual network operator agreement, which would allow it to use an existing carrier’s network.This brings tower operators into play. KeyBanc analyst Brandon Nispel called the acquisition positive for tower operators, saying SpaceX’s strategy appears to be shifting toward traditional cell towers rather than smaller cellular equipment. The firm also suggested SpaceX could potentially take over some existing DISH Network tower leases.Goldman Sachs echoed the sentiment, saying it expects SpaceX to deploy the 800 MHz spectrum via cell towers in major cities and other urban areas to strengthen its mobile network coverage.Tower operators surged in pre-market trading on Friday.&nbsp;<a href="https://stocktwits.com/symbol/AMT">American Tower (AMT)</a>,&nbsp;<a href="https://stocktwits.com/symbol/CCI">Crown Castle (CCI)</a> and&nbsp;<a href="https://stocktwits.com/symbol/SBAC">SBA Communications (SBAC)</a> were up around 8% each.Meanwhile, shares of<a href="https://stocktwits.com/symbol/T">&nbsp;AT&amp;T (T)</a>,<a href="https://stocktwits.com/symbol/VZ">&nbsp;Verizon (VZ)</a> and<a href="https://stocktwits.com/symbol/TMUS">&nbsp;T-Mobile (TMUS)</a> fell between 5% and 7%, over competition and a potential long-term disruption of the industry. However, JPMorgan sees limited near-term competitive risk for U.S. wireless carriers.<h2 class="st-heading-2">Retail Split On SPCX’s Telecom Foray</h2>Retail sentiment surrounding SPCX trended in the ‘Bullish’ zone on Stocktwits over the past 24 hours, amid ‘high’ message volumes.<img src="https://news.stocktwits-cdn.com/spcx_74b63e4a0f.png" alt="spcx.png">One user said the spectrum deal is going to generate a lot of revenue for SpaceX.<stembedurl>https://stocktwits.com/Regener8/message/666132299</stembedurl>However, another user highlighted market risks.<stembedurl>https://stocktwits.com/KarkoSide/message/666132473</stembedurl>SPCX shares have gained around 23% from their IPO price.Also read:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cvs-stock-td-cowen-warns-of-bottom-line-pressure-for-cvs-health-amid-star-ratings-setback/cZD6nsqRBVD">CVS Stock: TD Cowen Warns Of Bottom-Line Pressure For CVS Health Amid Star Ratings Setback</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A SpaceX Falcon 9 rocket is displayed at a SpaceX facility on August 04, 2026 in Hawthorne, California. (Photo by Justin Sullivan/Getty Images)

SPCX Stock Surges Premarket – JPMorgan Says SpaceX May Need Ground-Based Network To Rival Telecom Giants

The firm believes building a competitive network would require significant investment from SpaceX.

America Movil S.A.B. de C.V.

Crown Castle International Corp

SBA Communications Corp - Ordinary Shares - Class A

SpaceX

<ul class="summary-bullets"><li>Needham said initial migrations to Flex deliver an average 40% increase in annual recurring revenue, with subsequent “re-Flexes” creating further expansion opportunities.</li><li>Earlier this week, BMO Capital raised its price target to $295 from $235, citing greater confidence in the durability of CrowdStrike’s growth after meetings with senior leadership.</li><li>StoneX also raised its price target to $325 from $250 following an investor fireside chat and Q&amp;A session with management.</li></ul>CrowdStrike (CRWD) shares gained in morning trade on Friday as the broader market recovered, with Needham raising its price target on the stock to $310 from $250.In a research note to investors cited by TheFly, Needham said conversations across the industry suggested CrowdStrike’s Flex model was helping customers expand their use of the company’s security products over time.The firm said initial migrations to Flex deliver an average 40% increase in annual recurring revenue (ARR), with subsequent “re-Flexes” creating further opportunities for expansion.<a href="https://stocktwits.com/symbol/CRWD">CRWD stock</a> rose nearly 2% in pre-market trade, on track to break its two-day slide after hitting a record high of over $286 on Tuesday. On Stocktwits, retail sentiment around the firm remained in ‘neutral’ territory over the past day.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/image_5_475ec65ebe.png" alt="image (5).png" width="1254" height="684"><figcaption>CRWD stock retail sentiment on October 9 as of 8:15 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">CrowdStrike’s Flex Model Could Drive Further Customer Spending</h2>Needham noted that CrowdStrike’s Flex model gives customers more flexibility in how they consume the company’s cybersecurity products, allowing them to access multiple offerings through a consolidated subscription arrangement.For CrowdStrike, the model can make it easier for existing customers to adopt additional products and expand their security deployments. That can increase revenue per customer without requiring the company to acquire an entirely new account.Needham’s key argument is that this growth is not simply a timing shift. If Flex were merely pulling forward spending, customers would be expected to spend more initially but show less incremental demand later. Instead, the firm’s industry conversations suggest customers continue to expand their commitments after the initial migration.<h2 class="st-heading-2">Wall Street Bullish On CRWD Stock</h2>Needham’s new price target of $310 on CRWD stock implies an upside of nearly 18% from Thursday’s close and 8% from its record high, hit earlier this week.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261009_084333547_2520abe9e6.png" alt="koyfin_20261009_084333547.png" width="2400" height="1240"><figcaption>CRWD stock price performance year-to-date on October 9 as of 8:15 a.m. ET | Source: Koyfin</figcaption></figure>Needham’s hike follows two other price target increases this week.&nbsp;On Thursday, BMO Capital raised its price target to $295 from $235, maintaining an ‘Outperform’ rating. After hosting investor meetings with CrowdStrike’s senior leadership, BMO said it had greater confidence in the durability of the company’s growth. BMO’s revised target implies roughly 12% upside from Thursday’s close.On Tuesday, StoneX raised its price target to $325 from $250, maintaining a ‘Buy’ rating. The firm cited an “insightful” investor fireside chat and a “productive” Q&amp;A session with management. Its target implies roughly 24% upside from Thursday’s close.CRWD stock has more than doubled this year, surging over 124%.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/coin-hood-stocks-get-price-target-hikes-while-gemini-to-underweight/cZD6nmMRBVw">COIN, HOOD Stocks Get Price Target Hikes, While Morgan Stanley Cuts Gemini To ‘Underweight’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The CrowdStrike logo is being displayed on a smartphone in this photo illustration in Brussels, Belgium, on July 19, 2024. 

CRWD Stock’s New Target Implies 18% Upside Potential – Needham Cites Growth From CrowdStrike's Flex Subscription Model 

CrowdStrike (CRWD) shares gained in morning trade on Friday as the broader market recovered, with Needham raising its price target on the stock to $310 from $250.

CRWD Stock Gets A Price Target Hike – Needham Cites Growth From CrowdStrike's Flex Subscription Model 

Needham raised its CrowdStrike price target to $310 from $250, maintaining a ‘Buy’ rating.


First Trust Exchange-Traded Fund III - First Trust NASDAQ Cybersecurity ETF

Crowdstrike Holdings Inc

iShares Expanded Tech-Software Sector ETF

Technology Select Sector SPDR Fund

<ul class="summary-bullets"><li>The proposed shift would move <a class="mention" data-mention="$STRK.X" data-symbol-id="STRK.X" href="https://stocktwits.com/symbol/STRK.X" target="_blank">Starknet</a> beyond its current role as an Ethereum Layer 2, potentially giving it more control over its technology and security.</li><li>Starknet’s v0.14.4 upgrade went live on mainnet on Monday, updating gas pricing and gateway APIs and adding support for larger proofs through SNIP-36.</li><li>The network’s quantum-resistance target remains a work in progress, with Starknet yet to confirm a Layer 1 transition or provide a detailed implementation plan.</li></ul>Starknet’s (STRK) token rallied on Friday morning, outperforming Bitcoin (BTC) and climbing to a nine-month high in its biggest single-day gain in over a year after the network said it was considering becoming a Layer 1 blockchain to accelerate its push toward quantum resistance.“We are actively considering becoming an L1,” Starknet&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Starknet/status/2108113391525204034">said</a> in a post on X. “This would enable Starknet to become the first fully quantum-resistant network, with 2027 as our target.”<figure class="image"><img src="https://news.stocktwits-cdn.com/image_1_1_bf531ca6d1.png" alt="image (1) (1).png" width="1226" height="1382"><figcaption>Source: @Starknet/X</figcaption></figure><a href="https://stocktwits.com/coins/starknet">STRK token</a> rallied more than 30% in the last 24 hours to over $0.07 and was among the top trending tickers on Stocktwits at the time of writing. Retail sentiment around STRK on the platform trended in ‘extremely bullish’ territory over the past day.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/image_4_e157e682d1.png" alt="image (4).png" width="1270" height="706"><figcaption>STRK token retail sentiment on October 9 as of 7:45 a.m. ET | Source: Stocktwits</figcaption></figure>STRK token’s move came against a weaker backdrop for digital assets.&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> traded around $82,400 after recovering from a drop below $81,000 in the previous session. The selloff triggered more than&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/btc-price-drops-below-81k-1b-crypto-liquidations-stock-selloff/cZDUYIYRBNU">$1 billion in crypto liquidations</a> over 24 hours, as leveraged positions were forcibly closed across the market.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/STRKSUSD_2026_10_09_07_53_02_d7f73ffe8e.png" alt="STRKSUSD_2026-10-09_07-53-02.png" width="1794" height="974"><figcaption>STRK token price performance year-to-date on October 9 as of 7:45 a.m. ET | Source: Koyfin</figcaption></figure><h2 class="st-heading-2">Starknet Weighs Moving Beyond Ethereum</h2>The network currently operates as a Layer 2 on Ethereum, but becoming a Layer 1 could give it greater control over its protocol and the cryptographic components needed to prepare for future quantum-computing threats.&nbsp;The proposal remains under consideration, with technical details and a formal transition plan yet to be established.&nbsp;<h2 class="st-heading-2">Quantum Resistance Builds On Starknet’s Existing Roadmap</h2>Starknet’s quantum-resistance push builds on technology it already uses. Its STARK proofs allow the network to verify complex computations without having to repeat all the underlying work.&nbsp;The system relies on cryptographic methods designed to offer stronger protection against quantum-computing threats than some widely used alternatives.However, that does not mean Starknet is already fully quantum-resistant. Protecting an entire blockchain requires reviewing multiple components, including the methods used to verify transactions and secure accounts, as well as the network’s links to other blockchains.Starknet’s 2027 target therefore represents a goal for completing that work, not a guarantee that all potential vulnerabilities will be eliminated by then.<h2 class="st-heading-2">Starknet Upgrade Adds Support For Larger Proofs</h2>The announcement also follows a technical upgrade. Starknet v0.14.4 went live on mainnet on Monday, updating gas pricing and gateway APIs while introducing support for larger proofs through SNIP-36.In simple terms, proofs allow applications to demonstrate that complex computations were completed correctly without requiring the network to repeat every step. Supporting larger proofs could allow developers to run more complex applications on Starknet.The upgrade also changes how the network accounts for the resources transactions consume, helping gas costs better reflect the work required to process them. Node operators and SNIP-36 provers must upgrade to remain compatible with the new version.Starknet’s ambitions also extend beyond scaling Ethereum. The project has been working on bringing Bitcoin-related applications and decentralized finance services to its network, including strkBTC, a Bitcoin-backed asset.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/skydance-david-ellison-merger-goals-synergies-free-cash-flow/cZDUljcRBNk">Skydance CEO David Ellison Outlines 4 Goals For Merger Success, Company Targets $2B In First-Year Synergies</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Digital representation of a cryptocurrency coin, symbolizing blockchain technology and the growing influence of digital assets. (Photo credit: Flavio Coelho/Getty Images.)

STRK Token Outperforms Bitcoin To Hit 9-Month High After Starknet Says It Is ‘Actively Considering’ Layer-1 Shift

Starknet’s (STRK) token rallied on Friday morning, outperforming Bitcoin (BTC) and climbing to a nine-month high in its biggest single-day gain in over a year after the network said it was considering becoming a Layer 1 blockchain to accelerate its push t

STRK Outpaces Bitcoin To Hit 9-Month High After Starknet Signals Potential Layer 1 Move

Cryptocurrency

Starknet said it is “actively considering becoming an L1,” with a 2027 target for becoming the first fully quantum-resistant network.


Starknet

<ul class="summary-bullets"><li>SpaceX agreed to buy up to 14 megahertz of paired spectrum in the 800 MHz band from Grain Management, subject to regulatory approval.</li><li>Scotiabank lowered its price targets on Verizon to $50, T-Mobile to $212 and AT&amp;T to $26.50, while maintaining its existing ratings.</li><li>SpaceX plans to combine its satellite-to-mobile constellation with a terrestrial network to expand Starlink Mobile's coverage.</li></ul>Verizon Communications Inc. (VZ), T-Mobile US Inc. (TMUS), and AT&amp;T Inc. (T) stocks remained in the spotlight as Scotiabank on Friday issued fresh price target cuts. The firm flagged a higher probability of long-term disruption and valuation pressure following SpaceX's latest U.S. spectrum acquisition.According to The Fly, Scotiabank lowered Verizon's price target to $50 from $51.50 and T-Mobile's to $212 from $217, maintaining ‘Outperform’ ratings on both. Analyst Maher Yaghi also reduced AT&amp;T's target to $26.50 from $27.50, retaining a ‘Sector Perform’ rating on the stock.&nbsp;The three major U.S. carriers saw a sharp selloff in Friday’s premarket. At the time of this writing, <a href="https://stocktwits.com/symbol/VZ">VZ stock</a> was down nearly 6%, while <a href="https://stocktwits.com/symbol/TMUS">TMUS stock</a> and <a href="https://stocktwits.com/symbol/T">T stock</a> were trading over 7% lower.<h2 class="st-heading-2">What Is SpaceX's Latest Spectrum Deal?</h2>SpaceX announced Thursday that it had agreed to acquire Grain Management's nationwide 800 MHz spectrum portfolio, covering up to 14 megahertz of paired spectrum.The company plans to combine its satellite-to-mobile constellation with a terrestrial network to expand Starlink Mobile's coverage.According to SpaceX, the newly acquired low-band spectrum would help signals penetrate obstacles such as walls and support connectivity inside buildings. Its existing 2 GHz mid-band spectrum would provide higher-bandwidth capacity.<h2 class="st-heading-2">SpaceX Raises Long-Term Competition Concerns</h2>TheFly quoted a Scotiabank analyst who said SpaceX's latest purchase makes the threat from hybrid satellite-terrestrial networks more credible, citing the company's progress toward a long-term strategy to compete with established wireless carriers.However, the analyst cautioned that SpaceX has yet to prove its network capacity in densely populated markets or the economics of deploying such infrastructure.Meanwhile, JPMorgan sees limited near-term competitive risk for U.S. wireless carriers, citing the time, infrastructure and capital needed to build a competitive terrestrial network, per TheFly.The firm had previously&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/business/tech-media-telecom-roundup-market-talk-b7b090a2">expressed</a> a more cautious view of the near-term competitive threat, noting that building its own network would require significant resources from SpaceX without a clear consumer value proposition.The firm did not expect Starlink Mobile to meaningfully challenge the roughly $240 billion U.S. mobile-service revenue market over its forecast horizon.<h2 class="st-heading-2">What Retail Thinks of VZ, T and TMUS Stock</h2>On Stocktwits, retail investor sentiment around TMUS and VZ stock was ‘extremely bullish,’ while sentiment around T stock was ‘bullish,’ amid high message volume.So far in 2026, TMUS stock has fallen more than 14%, T stock has stayed flat, while VZ stock has gained more than 14%. In comparison, the State Street Communication Services Select Sector SPDR ETF (XLC), which holds all three stocks, has slipped around 4% over the same period.Also Read:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/franklin-templeton-ceo-jenny-johnson-reportedly-flags-very-complex-ai-debt-financing-favors-short-term-investments/cZD6ncBRBVv">Franklin Templeton CEO Jenny Johnson Reportedly Flags ‘Very Complex’ AI Debt Financing — Favors Short-Term Investments</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Executives at AT&T attend a news conference in New York City. (Photo by Spencer Platt/Getty Images)

VZ, TMUS, T Stock Price Targets Cut By Scotiabank – Analyst Sees Higher Risk Of Disruption From SpaceX Spectrum Deal

Verizon Communications Inc. (VZ), T-Mobile US Inc. (TMUS), and AT&T Inc. (T) stocks remained in the spotlight as Scotiabank on Friday issued fresh price target cuts. The firm flagged a higher probability of long-term disruption and valuation pressure foll

According to TheFly, Scotiabank said SpaceX's wireless ambitions are becoming more credible, although its ability to serve densely populated markets and the economics of building a network remain unproven.

Communication Services Select Sector SPDR Fund

<ul class="summary-bullets"><li>According to The Fly, Baird raised its price target to $596 from $390 and upgraded Humana to 'Outperform', citing greater confidence in its 2028 adjusted EPS potential.</li><li>Barclays raised its price target to $582 from $515, maintaining 'Overweight' and pointing to a 93% bonus mix after contract-rating improvements.</li><li>Humana said 95% of its Medicare Advantage members are enrolled in plans rated at least four stars for 2027, compared with 25% of members in four-star-or-higher plans for 2025.</li></ul>Humana Inc. (HUM) shares surged in premarket trading Friday after a rebound in Medicare Advantage star ratings strengthened the insurer's outlook for 2028 quality bonus payments, prompting Baird to upgrade the stock and Barclays to raise its price target.The ratings recovery has renewed optimism about Humana's earnings potential, with both firms pointing to significant upside over the next two years.<a href="https://stocktwits.com/symbol/HUM">HUM shares&nbsp;</a>were up about 14% in premarket trading on Friday, at the time of writing.<h2 class="st-heading-2">Baird Sees Greater Confidence In Humana’s Earnings Potential</h2>According to The Fly, Baird raised its price target to $596 from $390, saying it has greater confidence in Humana’s ability to generate more than $35 in adjusted earnings per share in 2028.The firm cited Humana’s conservative benefits and bids, improved Stars performance following the latest Centers for Medicare &amp; Medicaid Services (CMS) announcement, and an expected deceleration in national Medicare Advantage cost trends. Baird also sees “substantial upside” as investors increasingly value Humana on recovering earnings.<h2 class="st-heading-2">Barclays Points To 93% Bonus Mix</h2>Barclays raised its price target to $582 from $515 while maintaining an ‘Overweight’ rating, The Fly reported.The analyst said Humana recovered all its large 3.5-star contracts, including H5216, restoring its bonus mix to 93%. Barclays sees this as providing a “clear path” to more than $40 in 2028 earnings per share (EPS).<h2 class="st-heading-2">Why The CMS Ratings Matter For 2028</h2>CMS released its 2027 Medicare Advantage star ratings on&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/hum-stock-soars-alhc-sinks-as-cms-star-ratings-redraw-2028-bonuses/cZD6EQfRBVE">Thursday</a>, October 8. The ratings determine eligibility for quality bonus payments that affect insurers’ payments in 2028.Humana’s largest Medicare Advantage contract, H5216, improved from 3.5 stars to 4, returning above the bonus threshold. The contract covers approximately 2 million members.The improvement follows a setback in the 2025 ratings, when H5216 fell from 4.5 stars to 3.5. That downgrade contributed to a decline in the share of Humana members enrolled in plans rated four stars or higher. The latest rating restores the contract’s eligibility for quality bonus payments in 2028.<h2 class="st-heading-2">Humana Reports Improvement Across Its 2027 Star Ratings</h2>Separately, Humana said 95% of its Medicare Advantage members are enrolled in plans rated 4 stars or higher for 2027, including 42% in plans rated 4.5 stars. The company added 11 Medicare Advantage contracts rated 4 stars or higher compared with the prior year, bringing the total to six contracts rated 4.5 stars and 12 rated 4 stars.Humana also reported improvements in care measures compared with the prior year, including 663,000 more care opportunities met and 534,000 additional members completing an annual preventive visit.&nbsp;CEO Jim Rechtin said the improved ratings reflect the work of thousands of Humana employees to help members access high-quality care and coordinated support to improve their health.<h2 class="st-heading-2">Retail View On HUM</h2>On Stocktwits, retail sentiment around HUM turned 'bullish' as message volume over the past 24 hours reached 'high' levels.HUM shares are up more than 46% year to date.Also read: <a href="https://stocktwits.com/news-articles/markets/equity/cvs-stock-td-cowen-warns-of-bottom-line-pressure-for-cvs-health-amid-star-ratings-setback/cZD6nsqRBVD">CVS Stock: TD Cowen Warns Of Bottom-Line Pressure For CVS Health Amid Star Ratings Setback</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

The MyHumana app page is displayed on a smartphone in the Apple App Store in front of the Humana Inc logo on October 30, 2024 in Chongqing, China. (Photo by Cheng Xin/Getty Images)

Humana Gets Bullish Calls From Baird, Barclays On Medicare Advantage Recovery

Humana Inc. (HUM) shares surged in premarket trading Friday after a rebound in Medicare Advantage star ratings strengthened the insurer's outlook for 2028 quality bonus payments, prompting Baird to upgrade the stock and Barclays to raise its price target.

Why Is HUM Stock Surging Premarket? Star Rating Recovery Sparks Fresh Bullish Calls

Humana’s improved Medicare Advantage star ratings strengthen its eligibility for 2028 quality bonus payments, while analysts see potential for an earnings recovery.



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