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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 facing significant volatility following a mixed quarterly earnings report where a surprise profit beat was overshadowed by a warning of substantial capital expenditure increases and delays for key robotaxi projects. Community sentiment is deeply fractured, with bulls emphasizing the long-term AI and robotics transformation while bears highlight concerns over shrinking margins, negative free cash flow, and the CEO's shifting timelines.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is currently trading in a tight range as investors weigh optimism over the company's leading role in AI infrastructure against lingering concerns regarding management credibility and legal volatility. The community remains divided between long-term bulls highlighting strong AI server demand and massive revenue potential, and cautious traders who are closely monitoring upcoming earnings and technical resistance levels.

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 surging as investors react to a positive earnings update highlighting progress on the Eagle Line and expanding commercial interest in its solid-state battery technology from the aerospace, military, and AI data center sectors. While some community members remain skeptical due to historical dilution and a lack of large-scale commercial revenue, others are actively loading positions in anticipation of a potential short squeeze and long-term breakthroughs in energy infrastructure.

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 shares are experiencing significant volatility following a mixed earnings report where strong subscription growth and AI adoption metrics were overshadowed by margin concerns and cautious guidance related to geopolitical headwinds. The community is sharply divided, with some investors aggressively buying the dip as a long-term opportunity, while others express frustration over the stock's sensitivity to macroeconomic factors and fear of broader enterprise software disruption from AI.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company was founded on June 3, 2024 and is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance and Warner Bros. Discovery (WBD) are the center of intense market attention as shareholders prepare to vote on a massive $110 billion merger, with the community actively weighing the potential for a transformative media entity against significant opposition to the CEO's controversial golden parachute payout. Investors are closely monitoring regulatory progress and institutional endorsements, debating whether the deal's premium offer and content library consolidation outweigh the risks associated with the debt-heavy structure and the ongoing Hollywood industry friction.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is facing increased scrutiny following an earnings report that featured a soft forward guidance, sparking active debate within the community regarding whether the current stock pullback represents an overreaction or a valid durability test. Investors are closely tracking a major share buyback program and potential studio acquisitions as key catalysts, while traders remain split between those anticipating a technical bounce and those bracing for further downside in the wake of leadership transitions and content strategy concerns.

Warner Bros. Discovery, Inc. is a premier global media and entertainment company, which engages in the provision of a differentiated portfolio of content, brands, and franchises across television, film, streaming, and gaming. It operates through the following segments: Studios, Networks, Direct-to-Consumer (DTC), and Corporate. The Studios segment includes producing and releasing feature films for initial exhibition in theaters, producing and initial licensing television programs to networks services as well as third parties, distributing films and television programs to various third party, internal television, and streaming services, distribution through the home entertainment market related consumer products, and themed experience licensing and interactive gaming. The Networks segment focuses on domestic and international television networks. The DTC segment is involved in premium pay-television and streaming services. The company was founded on June 17, 1985 and is headquartered in New York, NY.

Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

Warner Bros. Discovery shareholders are preparing for an April 23 vote on the $110 billion merger with Paramount Skydance, an offer that provides $31 per share in cash and significant premiums over recent trading levels. While the board and major proxy advisor ISS recommend voting for the deal, the community is actively pushing to reject CEO David Zaslavs massive $886 million golden parachute, alongside broader discussions regarding the competitive landscape against Netflix.

Tilray Brands, Inc. engages as a consumer packaged goods company, which focuses on medical cannabis research and the cultivation, processing, and distribution of cannabis products worldwide. It operates through the followings segments: Cannabis, Distribution, Beverage, and Wellness. The Cannabis segment focuses on cultivation, production, distribution, and sale of both medical and adult-use cannabis products. The Distribution segment is involved in purchase, resale, and distribution of pharmaceutical and wellness products. The Beverage segment refers to the production, marketing, and sale of beverages. The Wellness segment represents the production, marketing, and distribution of hemp-based food and other wellness products. The company was founded on January 24, 2018 and is headquartered in Leamington, Canada.

Tilray Brands Inc

Tilray Brands is currently trending due to intense speculation and news reports regarding imminent federal marijuana reclassification, which has fueled a sector-wide rally and triggered a massive surge in trading volume. The community is actively debating the potential impact of Schedule III status on banking and taxation, with retail traders closely watching for official confirmation while skeptics remain focused on concerns regarding stock dilution.

Chip

CHIP is seeing intense retail interest and volatile trading volume following its recent listings on major platforms, including Robinhood. The community is actively debating whether the token's focus on AI-backed infrastructure and GPU lending provides genuine long-term utility or if it is primarily subject to speculative momentum.

Honeywell International, Inc. is a software industrial company, which offers industry specific solutions to aerospace and automotive products and services. It operates through the following business segments: Aerospace Technologies, Industrial Automation, Building Automation, Energy and Sustainability Solutions, and Corporate and All Other. The company was founded by Albert M. Butz in 1906 and is headquartered in Charlotte, NC.

Honeywell International Inc

Honeywell is capturing investor interest as it navigates a major portfolio transformation, highlighted by the upcoming Solstice Advanced Materials spin-off and the planned 2026 separation of its Aerospace and Automation divisions. While some in the community express frustration over recent price volatility and slow momentum, many are accumulating shares, viewing the conglomerate's restructuring as a long-term value unlock similar to previous industrial breakups.

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<ul class="summary-bullets"><li>Rocket Lab CEO Peter Beck positioned Rocket Lab as a diversified space infrastructure provider rather than a pure launch competitor.</li><li>He said the company is expanding across launch, satellite systems, and in-orbit services to build a broader business model.</li><li>Rocket Lab unveiled its ‘Gauss’ propulsion system earlier this week to address growing satellite constellation demand.</li></ul>Rocket Lab Corp. (RKLB) CEO Peter Beck said Thursday the company is not a direct competitor to SpaceX, describing the two businesses as “very separate” in focus and strategy.“We have two very separate companies doing separate things,” he told Stocktwits in an <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://youtu.be/DYQmsRRzK4E">exclusive interview</a>. “If you want a completely direct answer, I mean, nobody does small launch better than us.”&nbsp;According to Beck, one of the key differences between SpaceX and Rocket Lab is that the former is focused on providing services from orbit, whereas Rocket Lab is looking to build a complete portfolio of projects.<blockquote>So we sell the picks and shovels for everybody else to mine their gold. And also, ultimately, we'll own our own gold mine as well.– Peter Beck, Chief Executive Officer, Rocket Lab Corp.</blockquote><h2 class="st-heading-2">Rocket Lab’s Strategy Focuses On Building A Full Space Ecosystem</h2>Beck said that there is a “big market opportunity” in having a larger focus and providing tools so that others can launch their missions successfully.&nbsp;“What we're trying to do here is obviously have our own clear path in those services in orbit, but along the way, provide for everybody else,” he told Stocktwits. “We're building a long-term, multi-generational, sustainable space business that is not just directed on one thing, where it's diversified across a complete portfolio of projects and systems and everything else.”<h2 class="st-heading-2">How Are Retail Traders Feeling About RKLB Stock?</h2><a href="https://stocktwits.com/symbol/RKLB">RKLB’s stock</a> rose more than 8% at market open, while retail sentiment around the company improved to ‘bullish’ from ‘neutral’ territory over the past day. Chatter stayed at ‘normal’ levels.&nbsp; Retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/SPACEX">SpaceX</a>, which is not publicly listed yet, trended in ‘bearish’ territory over the past day.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_16_084931_png_1036ea1e41.webp" alt="Screenshot 2026-04-16 084931.png" width="1257" height="149"><figcaption>RKLB retail sentiment and message volume on April 16 as of 9:40 a.m. ET | Source: Stocktwits</figcaption></figure>The uptick in sentiment around RKLB’s stock came after Rocket Lab&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/inside-rocket-labs-gauss-thruster-retail-sees-spacex-lite-in-the-making/cZJqanwRIvc">announced</a> a new electric satellite propulsion system on Wednesday, called ‘Gauss’, designed to fulfill growing constellation demand in commercial and national security space missions.&nbsp;Retail traders on Stocktwits called Rocket Lab “SpaceX Lite” and forecast that RKLB’s stock could see a boost from the SpaceX initial public offering (IPO), expected in the summer.<stembedurl>https://www.stocktwits.com/ryanap96/message/650434861</stembedurl><stembedurl>https://stocktwits.com/StockQuoteOfficial/message/650209829</stembedurl>RKLB’s stock has gained over 4% year-to-date and more than quadrupled in value over the past 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/default/6/arthur-hayes-calls-market-a-no-trade-zone-amid-us-iran-tensions/cZJvSWwRIDa">Arthur Hayes Calls Market A ‘No Trade Zone’ Amid US-Iran Tensions – Maps Out Four War Outcomes For Bitcoin</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

RocketLab CEO, Peter Beck poses for a portrait at the company's Auckland headquarters on June 10, 2015 in Auckland, New Zealand. (Photo by Phil Walter/Getty Images)

EXCLUSIVE: Rocket Lab Vs. Space X – ‘Nobody Does Small Launch Better Than Us,’ Says RKLB CEO Peter Beck

In an exclusive interview with Stocktwits, Rocket Lab CEO Peter Beck said the company is “very separate” from SpaceX, citing differences in strategy and market focus.

Rocket Lab Vs. SpaceX – RKLB CEO Says They Are Two ‘Very Separate’ Companies 

Cryptocurrency

In an exclusive interview with Stocktwits, Rocket Lab CEO Peter Beck said the company is “very separate” from SpaceX, citing differences in strategy and market focus.


<ul class="summary-bullets"><li>PLTR slid nearly 14% last week, its worst showing in a year.</li><li>Donald Trump praised Palantir’s technology for powering the U.S. defense capabilities.</li><li>Stocktwits sentiment for PLTR has improved to ‘extremely bullish.’</li></ul>Cathie Wood-led Ark Investment Management bought more shares of Palantir Technologies on&nbsp;Friday, as the stock capped its worst week in a year, even as President Donald Trump endorsed the AI data analytics firm for its role in U.S. defense.Wood’s ARK Invest acquired 85,485 shares of Palantir, valued at approximately $11.15 million, underscoring continued interest in the firm despite recent weakness. Notably, ARK reduced its position in Advanced Micro Devices, selling $10.5 million worth of stock in the latest series of trades.To be sure, Wood hasn’t been “bullish buy-only” on Palantir, but has been actively trading around the position, trimming into strength and adding on weakness.Ark made Friday’s Palantir trades on its&nbsp;<a href="https://stocktwits.com/symbol/ARKK">ARK Innovation ETF</a>,&nbsp;<a href="https://stocktwits.com/symbol/ARKQ">ARK Autonomous Technology &amp; Robotics ETF</a>,&nbsp;<a href="https://stocktwits.com/symbol/ARKW">ARK Next Generation Internet ETF</a>,&nbsp;<a href="https://stocktwits.com/symbol/ARKF">ARK Fintech Innovation ETF</a> and&nbsp;<a href="https://stocktwits.com/symbol/ARKX">ARK Space Exploration &amp; Innovation ETF</a> funds.&nbsp;<h2 class="st-heading-2">Trump Lauds Palantir</h2>Meanwhile, Trump lauded Palantir in a post to Truth Social on Friday. “Palantir Technologies (PLTR) has proven to have great war fighting capabilities and equipment,” Trump posted. “Just ask our enemies!!!”The U.S. military is reportedly utilizing Palantir’s Maven Smart System platform to identify targets in the Middle East, tied to strikes on Iran that began in late February. Palantir counts on the government, including the Pentagon and Immigration and Customs Enforcement, for more than half of its U.S. revenue, according to CNBC.As the conflict escalated, Palantir quickly became a key name on investors’ radar. However, the momentum reversed sharply last week, with PLTR tumbling nearly 14% – its worst performance in a year – as a temporary U.S.-Iran deal signaled a potential de-escalation of the war.&nbsp;The war is still not over, though. The U.S. said on Sunday that it would begin a blockade of ships entering or leaving the Strait of Hormuz, after U.S.-Iran ceasefire talks in Pakistan ended without an agreement, a development that would likely weigh on global markets as they open in the new week.<h2 class="st-heading-2">Retail View On PLTR Improves</h2>On Stocktwits, the retail sentiment for PLTR climbed higher and was ‘extremely bullish’ as of late Sunday. Still, traders remained deeply divided, with bulls pointing to the company's deepening entrenchment in critical government defense contracts, while bears question the sustainability of its premium valuation and the impact of the evolving AI landscape.“$PLTR If you haven’t figured it out by now, Trumps pltr tweet was a last chance “buy the dip” signal! It can’t get any clearer, people,” one&nbsp;<a href="https://stocktwits.com/Al_Bundy_007/message/650052343">said</a>.Another&nbsp;<a href="https://stocktwits.com/The_Fundamentalist/message/650072690">wrote</a>: “blowout earnings in 16 trading days. War is still going on. AI boom is still very much underway. Exponential growth. No debt. No close competition. CEO has Einstein hair.”Palantir has yet to set a date for its first-quarter results announcement. It typically happens in the first week of May.<h2 class="st-heading-2">Michael Burry Complicates PLTR Trade</h2>Palantir trades have been complicated by a short campaign from investor Michael Burry, a closely watched market voice best known for predicting and profiting from the 2008 financial crisis.Last week, he put out a questionable view that Palantir was losing software market share to Anthropic. He later&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/palantir-selloff-retail-traders-shrug-off-michael-burry-s-now-deleted-short-thesis-nhs-boost-adds-to-optimism/cZJgy3tRIr9">deleted those posts</a>.Burry is short on Palantir, a position he disclosed last September, and has repeatedly voiced concerns over the company’s business, including alleged inflated accounting and high spending on private jets by its chief executive, Alex Karp.With last week’s slide,&nbsp;<a href="https://stocktwits.com/symbol/PLTR">Palantir shares</a> are down 28% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/san-disk-to-join-nasdaq-100-retail-traders-debate-whether-red-hot-rally-has-more-room-to-run/cZJFSB9RIM0">SanDisk To Join Nasdaq-100: Retail Traders Debate Whether Red-Hot Rally Has More Room To Run</a>&nbsp;

The Palantir logo is displayed on a mobile phone with a financial stock graph seen in the background. (Photo Illustration by Jonathan Raa/NurPhoto via Getty Images)

PLTR Stock's Worst Week In A Year Gets A Cathie Wood Buy Amid Trump Endorsement

After a series of sales, Wood picked up over $11 million worth of Palantir shares last week. ARK reduced its position in Advanced Micro Devices, selling $10.5 million worth of stock in the latest series of trades.

Equity

After a series of sales, Wood picked up over $11 million worth of Palantir shares last week.


<ul class="summary-bullets"><li>ARK Invest bought 79,845 Tesla shares worth about $27.8 million so far this week, adding exposure during the pullback.</li><li>CEO Elon Musk said only a few hundred Model S and Model X vehicles remain in inventory, ahead of plans to end production next quarter.</li><li>Tesla delivered 16,130 “other models” vehicles in Q1, compared with 341,893 Model 3 and Model Y units.</li></ul>Shares of Tesla, Inc. (TSLA) slipped to a seven-month low on Wednesday, breaking from the broader Magnificent Seven rally, even as Cathie Wood’s ARK Investment Management continued accumulating shares through the pullback.<a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> fell over 3% on Wednesday to $343.25, logging its fourth consecutive session of losses.<h2 class="st-heading-2">Ark Adds TSLA Shares During Pullback</h2>ARK Invest increased exposure to Tesla across its flagship ARK Innovation ETF (ARKK), ARK Autonomous Technology &amp; Robotics ETF (ARKQ) and ARK Space Exploration &amp; Innovation ETF (ARKX) this week, purchasing 79,845 shares worth about $27.8 million.The firm bought 39,691 shares on Monday, followed by 6,944 on Tuesday and another 33,210 on Wednesday, extending a pattern of buying into weakness rather than trimming exposure.Tesla remains ARKK's largest holding, accounting for 9.72% of the portfolio as of Wednesday. The ETF declined 12% in the latest quarter, its weakest performance since January 2025, with Tesla’s decline weighing heavily on returns.Wood has repeatedly emphasized autonomy as central to ARK’s long-term investment case. In a February interview with Morningstar, she said autonomous mobility could scale into a $10 trillion opportunity, adding Tesla could become autonomous in 25% to 50% of major U.S. cities by the end of this year, depending on regulatory progress.&nbsp;ARK still projects a $2,600 Tesla price target by 2029, implying a potential market cap of $9.75 trillion, excluding contributions from Tesla’s Optimus humanoid robot.<h2 class="st-heading-2">Tesla Trails Magnificent Seven Peers</h2>Tesla’s decline in share price underscores a widening gap with its mega-cap tech peers, who have benefited from investor enthusiasm tied to AI infrastructure spending.The stock has fallen 13% over the past month, making it the worst-performing “Magnificent Seven” stock over the period and the weakest performer in the group year-to-date. Short interest in Tesla also remains the highest among the peer group at 1.6%, compared with 1.1% for Microsoft, the second-weakest performer in the lot year-to-date.<h2 class="st-heading-2">Tesla Winds Down Model S, X Production</h2>Late Wednesday, CEO Elon Musk said only a few hundred Model S and Model X vehicles remain in inventory, urging customers to place orders for the legacy premium models.Tesla plans to end production of both vehicles next quarter and repurpose the Fremont factory's capacity toward manufacturing the Optimus humanoid robot, marking a major shift away from two of the company’s longest-running vehicle platforms.Deliveries of Tesla’s “other models” category, which includes Model S, Model X and Cybertruck, totaled about 16,130 vehicles in the first quarter, while the Model 3 and Model Y accounted for roughly 341,893 of Tesla’s 358,023 total deliveries.<h2 class="st-heading-2">JPMorgan Warning Overshadows FSD Update</h2>Tesla’s slump in “Magnificent Seven” rally also comes after JPMorgan reiterated its ‘Underweight’ rating and flagged a 60% downside to the stock, warning that expansion into higher-volume vehicle segments carries execution risks tied to demand, competition and pricing pressure.The bank lowered its 2026 earnings per share (EPS) forecast to $1.8 after Tesla’s Q1 delivery update, citing uncertainty around demand and inventory.Meanwhile, Tesla began rolling out Full Self-Driving (Supervised) version 14.3, introducing upgrades to reinforcement-learning training, neural-network vision processing and performance in complex driving environments. The update also improves system responsiveness by 20%, alongside enhancements to emergency-vehicle detection, intersection handling and parking behavior.<h2 class="st-heading-2">How Do Retail Traders Feel About TSLA?</h2>On Stocktwits, retail sentiment for TSLA has remained ‘bearish’ over the past week amid a 112% surge in message volumes over the same period.<figure class="image"><img src="https://news.stocktwits-cdn.com/nio_ss_png_52fd30ebe4.webp" alt="nio ss.png" width="970" height="145"><figcaption>TSLA sentiment and message volume as of April 9 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/Jedi_Mike/message/649785777">said</a>, “Cathie Wood this week bought at this price. She knows something we don't.”<stembedurl>https://stocktwits.com/Jedi_Mike/message/649785777</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/pay2/message/649782363">expects</a> TSLA to “lose the $300 probably by next week.”<stembedurl>https://stocktwits.com/pay2/message/649782363</stembedurl>For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/default/5/aehr-intc-mrvl-stocks-hit-52-week-highs-whats-driving-rally/cZJgpZERIrb">AEHR, INTC, MRVL Stocks Hit 52-Week Highs Today: What's Driving The Rally?</a>

Cathie Wood, Founder & CEO, Ark Invest (Photo by Joe Raedle/Getty Images)

Tesla Stock Sits Out The Mag 7 Rally — Cathie Wood’s Ark Keeps Loading Up Anyway

Tesla remains ARKK’s largest holding at 9.72%, with Cathie Wood maintaining a $2,600 price target by 2029.

Space ETFs Set for a Ride as Artemis II Goes Closest to the Moon

Artemis II's record-breaking mission boosts confidence in space plays, with ETFs like ARKX poised to benefit from the long-term industry growth trend.  

Defense ETFs Likely to Rally as Trump Plans Spending Boost

Rising geopolitical tensions and Trump's defense push are fueling a long-term rearmament trend. One can explore ETFs to benefit from this outlook.

SpaceX IPO Set to Be a Catalyst for 2026 IPO Boom: ETFs to Gain

SpaceX could be the catalyst for a surge as the U.S. IPO market eyes a comeback. ETFs like FPX, IPO and IPOS offer an easy way to gain exposure.

<ul class="summary-bullets"><li>Rocket Lab expects the transaction to close in April.</li><li>The deal will strengthen Rocket Lab’s position as a full-service space company, enhancing its capabilities in launch, spacecraft manufacturing, and satellite components, it said.&nbsp;</li><li>The announcement comes shortly after Rocket Lab completed its first dedicated launch for the European Space Agency over the weekend.</li></ul>Shares of Rocket Lab USA Inc. (RKLB) edged about 0.9% higher in Monday’s post-trading hours after the company announced that it had received regulatory approval to acquire space laser optical communications company Mynaric AG, marking its first European footprint.Rocket Lab said in a statement that the transaction had been approved by Germany’s Federal Ministry for Economic Affairs and Energy. It added that it expects the transaction to close in April.RKLB shares closed down by 5.8% on Monday amid a broader market selloff.<h2 class="st-heading-2">Transaction Rationale</h2>Mynaric’s acquisition is set to strengthen Rocket Lab’s position as a full-service space company, enhancing its capabilities in launch, spacecraft manufacturing, and satellite components.Laser communication, which is critical for satellite constellations due to its high data speeds, security, and scalability, has faced supply and cost challenges. Rocket Lab aims to address this by scaling Mynaric’s optical terminal production, leveraging its track record of making space components more accessible, the company said.The deal also establishes Rocket Lab’s first European base in Germany. Mynaric already supplies terminals for Rocket Lab’s SDA satellite contracts, and the company plans to improve production efficiency, reliability, and delivery timelines for customers.“We’re an exciting step closer to expanding our ability to support the German and European space industry at a much greater level,” said Rocket Lab founder and CEO Sir Peter Beck.The announcement comes shortly after Rocket Lab completed its first <a href="https://stocktwits.com/news-articles/markets/equity/rklb-stock-set-for-rebound-retail-interest-spikes-after-esa-launch/cZERLi2RIZh">dedicated launch for the European Space Agency</a> (ESA) over the weekend.Rocket Lab also said that Mynaric will continue to be headquartered in Munich, Germany, after the deal, helping it expand its ability to support German and broader European space programs.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/RKLB">RKLB shares</a> jumped from ‘neutral’ to ‘bullish’ territory over the past 24 hours amid ‘normal’ message volumes.One bullish user cheered the ‘massive’ news from the company.<stembedurl>https://stocktwits.com/Willd123/message/648986619</stembedurl>&nbsp;Another bullish user speculated that Rocket Lab would possibly get a big share of the ESA's 2026–2028 budget.<stembedurl>https://stocktwits.com/Space_Cowbell/message/648986195</stembedurl>&nbsp;RKLB stock has gained more than 220% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the Rocket Lab logo is seen displayed on a smartphone screen.

Why Did RKLB Stock Edge Up After-Hours?

Rocket Lab said in a statement that the Mynaric acquisition had been approved by Germany’s Federal Ministry for Economic Affairs and Energy. 

Space ETFs Draw Attention as Billions Flow Into Low Earth Orbit

Space economy gains traction as billions flow into LEO, boosting space ETFs amid rising satellite launches, along with expanding commercial and defense demand.

<ul class="summary-bullets"><li>The decision disclosed during the company’s third-quarter earnings call will allow the Space Force to reopen the SCAR program to competitive bids.&nbsp;</li><li>The contract was not terminated due to technical issues, but rather because of disagreements over the program’s financial terms and structure.</li><li>AeroVironment recorded a $151 million non-cash goodwill impairment in Q3 tied to SCAR.</li></ul>AeroVironment Inc. (AVAV) stock received a sharp blow after a major U.S. defense contract tied to space technology was abruptly halted. During its third-quarter (Q3) 2026 earnings call on Tuesday, the company’s CEO, Wahid Nawabi, confirmed that the U.S. Space Force terminated the agreement, triggering investor concerns.&nbsp;The cancellation did not stem from technical shortcomings but from disagreements over the program’s financial framework.<blockquote>“Therefore, the U.S. Space Force has concluded to terminate our existing contract for convenience, pay us for our allowable incurred cost with a fee and enable AV to recompete for the program with their revised requirements and our proposed solution."-Wahid Nawabi, Chairman, President &amp; CEO, AeroVironment</blockquote>AeroVironment stock traded over 9% lower in Wednesday’s premarket.&nbsp;<h2 class="st-heading-2">What Is The SCAR Program About?&nbsp;</h2>The SCAR program is a U.S. Space Force initiative designed to modernize how the military communicates with satellites. Its goal is to replace aging, fixed parabolic dish antennas with modern phased-array antennas, specifically the BADGER system.Unlike traditional dishes that must physically move to track a satellite, phased-array antennas use software to electronically steer their beams. This allows one ground station to track multiple satellites simultaneously. AeroVironment inherited this contract as part of its $4.1 billion acquisition of BlueHalo in May 2025.&nbsp;<h2 class="st-heading-2">SCAR Program Termination: The Financial Hit</h2>Last week, the U.S. Space Force said it is reopening the project to competitive bids, a move that could invite participation from larger defense contractors.&nbsp;The latest termination decision significantly affected AeroVironment’s financial outlook. The company recorded a $151 million non-cash goodwill impairment in Q3 tied to SCAR, as in January, AeroVironment was instructed to halt activities under its agreement to supply BADGER phased-array antenna systems intended for the initiative.AeroVironment also trimmed its 2026 outlook, forecasting annual revenue between $1.85 billion and $1.95 billion while cutting projected earnings per share to a range of $2.75 to $3.10.Retail Traders Are Watching The DipOn Stocktwits, retail sentiment around the stock remained in ‘neutral’ territory while message volume jumped to ‘extremely high’ from ‘normal’ levels in 24 hours.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_11_064240_png_be42749f25.webp" alt="AVAV’s Sentiment Meter and Message Volume as of 06:15 a.m. ET on Mar. 11, 2026 | Source: Stocktwits" width="928" height="100"><figcaption>AVAV’s Sentiment Meter and Message Volume as of 06:15 a.m. ET on Mar. 11, 2026 | Source: Stocktwits</figcaption></figure>The stock saw a 310% surge in retail message over the last 24-hour period.&nbsp;&nbsp;A bullish Stocktwits user said it is time for a rebound.&nbsp;<stembedurl>https://stocktwits.com/maxD2016/message/647195278</stembedurl>Another user said they would take a sizable position because they believe the drop from about $400 to $200 over the SCAR program development is overblown.&nbsp;<stembedurl>https://stocktwits.com/Sleepygsx/message/647193206</stembedurl>AVAV stock has gaine dover 78% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/orcl-vs-crm-is-heating-up-oracle-now-has-3-products-that-salesforce-doesn-t-says-co-ceo/cZdArybRIJB">ORCL Vs CRM Is Heating Up: Oracle Now Has 3 Products that Salesforce Doesn't, Says Co-CEO</a>

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

AVAV Stock Faces Selloff After Space Force Ends SCAR Contract, But Retail Says Time For ‘Rebound Now’

AeroVironment Inc company’s CEO, Wahid Nawabi, confirmed that the U.S. Space Force terminated the agreement, prompting investor concerns. 

The company’s CEO, Wahid Nawabi, confirmed that the U.S. Space Force terminated the agreement, prompting investor concerns. 


<ul class="summary-bullets"><li>Cathie Wood’s ARK Investment bought 27,759 Joby shares across its ARKQ and ARKX ETFs, investing about $278,900.</li><li>Joby gained attention after being selected for the White House-backed eVTOL Integration Pilot Program.</li><li>The company is also advancing FAA certification, with its first FAA-conforming aircraft expected to fly shortly.</li></ul>Shares of Joby Aviation Inc. (JOBY) rallied to their best day in a month on Monday as investors cheered new plans for early air taxi operations across several U.S. states, while Cathie Wood’s ARK Investment Management continued loading up on the stock.<a href="https://stocktwits.com/symbol/JOBY">JOBY stock</a> snapped two sessions of losses on Monday to end over 5% higher at $10.04. Shares also gained another 4% in extended trading.&nbsp;<h2 class="st-heading-2">Cathie Wood’s ARK Adds Joby Shares</h2>ARK Investment purchased additional JOBY shares on Monday through two of its exchange-traded funds, according to the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/ArkkDaily/status/2031159192849985661">Ark Invest Tracker</a> on X. The&nbsp;<a href="https://stocktwits.com/symbol/ARKQ">ARK Autonomous Technology &amp; Robotics ETF (ARKQ)</a> bought 20,309 shares, while the&nbsp;<a href="https://stocktwits.com/symbol/ARKX">ARK Space Exploration &amp; Innovation ETF (ARKX)</a> added 7,450 shares, bringing the combined purchase to 27,759 shares.As per Joby Aviation’s last closing price, Wood invested about $278,900 in the company through the latest purchases,&nbsp;which came alongside other portfolio moves, including buying DraftKings shares while selling holdings in companies such as Nextdoor Holdings, PagerDuty, and Dassault Systèmes.The latest transaction extends a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/joby-stock-heads-for-weekly-loss-cathie-wood-scoops-835-k-shares-in-buying-spree/cZdhrW3RIEi">broader buying streak</a> for the electric air taxi developer. Over three sessions last week, ARK accumulated more than 835,000 Joby shares, worth roughly $8 million based on recent closing prices.<h2 class="st-heading-2">White House eVTOL Program Backs Joby</h2>Investor attention turned to Joby’s after the company said it had been&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/joby-shares-rise-after-hours-on-potential-launch-in-multiple-us-cities-in-2026/cZdVUbERIe4">selected</a> as a partner in several winning applications under the White House-backed Electric Vertical Takeoff and Landing Integration Pilot Program (eIPP).The program will accelerate the rollout of electric air taxis in the U.S. by coordinating regulatory work between federal agencies and local authorities. Joby said the initiative could allow it to begin early operations as soon as 2026 in states including Arizona, Florida, Idaho, New Jersey, New York, North Carolina, Oklahoma, Oregon, Texas and Utah.The projects will now move into an Other Transaction Authority (OTA) stage, where agreements and operational details will be finalized. Flights are expected to begin within about 90 days after those agreements are completed.Joby is also progressing toward full certification from the Federal Aviation Administration. The company said its first FAA-conforming aircraft for Type Inspection Authorization (TIA) testing is expected to fly shortly, with FAA pilots expected to conduct certification test flights later this year.The aircraft has already logged more than 9,000 miles of flight testing, including piloted flights that take off vertically, transition to wingborne cruise, and return to vertical landing.<h2 class="st-heading-2">Joby Sees Strong Global Demand</h2>The developments follow Joby’s latest quarterly results, where the company reported fourth-quarter (Q4) revenue of $30.8 million, compared with $500,000 a year earlier."We continue to see significant demand for our product across the globe and during the quarter we signed a range of deals that will support early operations in key markets,” the company said in its quarterly report.&nbsp;Joby expects to carry its first passengers in Dubai later this year, while a partnership with Uber will eventually allow riders to book electric air taxi flights directly through the Uber app.To meet expected demand, the company plans to scale manufacturing to four aircraft per month by 2027, supported by expanded facilities in Marina, California, and Dayton, Ohio.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment for JOBY shifted to ‘extremely bullish’ from the ‘bearish’ zone over the past day amid a 139% surge in 24-hour message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/joby_ss_png_08016b63a3.webp" alt="joby ss.png" width="965" height="148"><figcaption>JOBY sentiment and message volume as of March 9 | Source: Stocktwits</figcaption></figure>One bullish user&nbsp;<a href="https://stocktwits.com/DeMampCamp/message/647061087">said</a>, “If this gets anywhere close to $10 tomorrow, I’ll be dumping $100K into it.”<stembedurl>https://stocktwits.com/DeMampCamp/message/647061087</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/Bro_Care/message/647070873">speculated</a> that the “price action indicates something big is looming here.”<stembedurl>https://stocktwits.com/Bro_Care/message/647070873</stembedurl>JOBY stock has jumped 52% over the past year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of Joby Aviation, Inc. is displayed on a smartphone screen with a stock market chart in the background, on May 04, 2025, in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)

JOBY Stock Jumps To Best Day In A Month: Cathie Wood’s ARK Loads Up Amid White House eVTOL Program Boost

ARK Investment extended its broader buying streak, accumulating more than 835,000 shares last week.

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