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Space Exploration Technologies Corp. (SpaceX) designs, manufactures, and launches advanced rockets and spacecraft, including the fully reusable Starship and Super Heavy rocket system, targeting missions to Earth orbit, the Moon, Mars, and beyond. The company is based in Hawthorne, CA and has subsidiaries in Luxembourg and the United States. The company operates Starlink, a low-Earth orbit satellite constellation that delivers high-speed broadband internet worldwide. SpaceX is dedicated to advancing space technology with the goal of enabling human life on other planets. The company was founded in 2002 by Elon Reeve Musk, Kimbal Musk, Michael Kives. Elon Reeve Musk has been the CEO since 2002.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SPCX is experiencing significant volatility and downward pressure as investors prepare for a massive insider share unlock event while simultaneously debating the impact of upcoming Starship flight tests and recent earnings-related sentiment from related stocks like TSLA. The community is deeply divided between long-term believers who view the price dip as a generational buying opportunity and skeptical bears who point to high valuations, share dilution, and concerns over capital expenditure sustainability.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is currently facing significant selling pressure as investors react to mixed quarterly results, characterized by an earnings miss and margin compression coupled with an aggressive capital expenditure forecast. The community is actively debating the company's long-term pivot toward AI and robotics, with many traders questioning the scalability of these high-cost projects against the reality of slowing automotive profitability.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is trending following a strong earnings report that featured both revenue and EPS beats, while the company reached a major milestone with its AI platform surpassing $1 billion in annual contract value. The community is actively discussing management's bold long-term growth outlook and debating whether these results effectively dispel broader concerns regarding the durability of enterprise software spending in the AI era.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is experiencing significant downward volatility and hitting 52-week lows as investors express frustration over the extended timeline for commercialization and recent insider selling ahead of earnings. While some long-term investors are pointing to new OEM partnerships and expanding potential verticals in data centers and defense as evidence of progress, the community remains divided between those viewing the price drop as a buying opportunity and those concerned about the company's long-term burn rate and lack of immediate revenue.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is trending as investors weigh an impressive cloud growth acceleration of 82% against concerns over massive capital expenditures and the quality of earnings boosted by non-core equity gains. The community remains divided between those viewing the spending as a vital investment in AI dominance and others concerned about the potential for margin compression and over-investment.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia is trending as investors gear up for the company's upcoming earnings release, with significant community attention focused on its aggressive shift toward AI and cloud infrastructure, which recently saw triple-digit revenue growth. While some traders express caution over recent price volatility and restructuring costs, bullish sentiment remains anchored in Nokia's long-term potential as a key supplier for AI-RAN and optical networking.

WorldFinancial

WorldFinancial (WLFI) is trending amid intense community debate over a recent significant token selloff and ongoing legal challenges involving the Trump familys crypto projects. While critics label the asset a failed grift, vocal bulls are betting on a supply shock driven by upcoming token burns and potential governance utility to fuel a rebound.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Inc. is trending as investors react to a significant $70 million order intake for its autonomous defense and security technologies, sparking heavy trading volume and speculation regarding a potential short squeeze. Community members are actively debating the impact of increased institutional accumulation and upcoming earnings, while weighing the stock's role in the broader, shifting landscape of autonomous warfare and government defense spending.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is trending after reporting a massive earnings beat and significant cloud revenue growth, though the stock faced volatility as investors scrutinized a sharp rise in capital expenditures and negative free cash flow. While the community is debating whether this spending represents a necessary long-term investment in AI infrastructure or an unsustainable drain on capital, many are focused on the massive cloud backlog as evidence of future demand.

iShares Trust - iShares Expanded Tech-Software Sector ETF

iShares Expanded Tech-Software Sector ETF

The iShares Expanded Tech-Software Sector ETF (IGV) is experiencing heightened volatility and sector rotation as investors reassess enterprise software valuations amidst concerns regarding AI infrastructure spending and legacy software durability. Community sentiment is deeply split, with some traders viewing the current pullback as a prime accumulation opportunity for durable SaaS leaders, while others argue that aggressive capital rotation into semiconductor and hardware sectors continues to pressure software multiples.

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SpaceX Stock Rebounds After Record Low, But Most Retail Traders Want Lower Prices Before Buying

Equity

According to a poll on Stocktwits, more than one-third of poll respondents said they would only add to their positions if SPCX stock falls below $80, while another 28% are waiting for prices below $100.


BMNR Stock Jumps After Tom Lee-Led BitMine Slows ETH Buying To Fund 5.5M Stock Buyback

Chairman Tom Lee said the reduced Ethereum buying reflected the company's decision to allocate capital toward its $4 billion share repurchase program.


COIN, CRCL Stocks Have ‘Outsized’ Bitcoin Recovery Leverage, Says William Blair

According to William Blair, the main risks facing both companies are already reflected in market expectations.


Circle Has A Message For Stablecoin Rivals: We Are ‘Playing The Long Game’

Tarbert also highlighted Circle's newly approved national trust charter, which allows the firm to manage USDC reserves under federal oversight.


OKLO, XE Stocks Rise Premarket: Cathie Wood's ARK Invest Doubles Down On Nuclear Bets

The asset management firm’s ETFs bought 100,854 shares of OKLO, valued at about $4.7 million, and 545,453 shares of XE, valued at about $8.7 million.

SPCX Stock Slides After ‘Leading Competitor’ China's Reusable Rocket Launch – So, Why Is Bernstein Still Bullish? 

Bernstein named China as SpaceX’s "leading competitor" following Beijing's first successful landing of a reusable rocket booster.


Wall Street Is Trimming Expectations For Crypto's Biggest Public Names, But Analysts Aren't Turning Bearish

Despite analysts trimming their price targets, CRCL and COIN stocks remain well below the prices Wall Street expects over the next 12 months.

SHOP Stock Gains Overnight: Jefferies Joins Wall Street Bulls, Sees 31% Upside Potential For Shopify

Jefferies upgraded the stock to Buy with a $160 target price, following a similar upgrade from Stifel. 


CRCL Stock Trims Rally Despite OCC Win – Analysts Split On What's Next

Cryptocurrency

Mizuho called the initial 13% pop in CRCL stock "likely overly optimistic," citing that it doesn't resolve the fundamental issues weighing on the company's growth outlook.

CRCL Stock Rebounds From 3-Month Low After OCC National Trust Bank Approval

Circle received final approval from the OCC to establish First National Digital Currency Bank, completing a regulatory process that began with conditional approval in December 2025.


ARK ETF Trust - ARK Innovation ETF

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ARKK Stock Price Today - ARK Innovation ETF News, Charts, Retail Sentiment

Hold rates steady

Cut 25 bps

Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

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