SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

SLV is drawing attention after a sharp selloff in silver, with traders describing relentless selling and questioning its role as a safe haven. Bearish reactions and concerns about a stronger dollar, rising yields, and forced liquidation compete with dip-buying claims that supply constraints and inflation fears support silver over the longer term.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

CEO John Giamatteos reported share sales are drawing scrutiny, with traders blaming them for the pullback while others describe the transactions as routine tax-related sell-to-cover. That debate contrasts with bullish discussion of QNXs record royalty backlog and Alloy Kore momentum, tempered by reminders that backlog converts to revenue over time.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

GLD is drawing attention after a sharp selloff, with traders citing a stronger dollar, higher yields and expectations of tighter Fed policy as possible pressures. Many are questioning golds safe-haven role as it falls alongside risk assets, while others see the pullback as a buying opportunity and maintain a longer-term hedge thesis.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

A broad semiconductor selloff, fueled by concerns about supply-chain constraints and the funding and returns of AI investment, drove a sharp decline in SOXL, whose 3x leverage magnifies moves in chip stocks. Traders are divided between expecting an oversold bounce and warning that the drop could continue, with some questioning whether AI demand justifies sector valuations.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energys quarterly results beat expectations and full-year guidance was raised, but shares sold off sharply as traders focused on negative cash flow amid higher capital spending and questioned the valuation after a steep run-up. Bulls view the decline as an overreaction and cite data-center power demand, while others point to cash-generation concerns and broader selling in AI-linked stocks.

SK hynix, Inc. engages in the design, manufacture, and sale of semiconductor products. Its products include dynamic random access memory, not-AND flash memory, and multi-chip package. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is caught in a sharp selloff across memory and AI-chip stocks alongside weakness in South Koreas KOSPI, with traders pointing to foreign selling and concerns about AI spending, memory-cycle normalization and Chinese DRAM competition. The community is split between viewing the decline as a buying opportunity given HBM demand and low valuations, and warning that cyclical or oversupply risks could drive further losses.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is drawing attention after a sharp tech-led selloff, as traders question whether heavy AI spending by major technology companies will generate sufficient returns; rising oil prices amid U.S.-Iran tensions added to market concerns. The discussion is largely bearish, with fears of a deeper correction or AI-bubble unwind opposed by dip buyers looking for a relief bounce.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVDA is drawing attention amid a semiconductor and tech selloff as traders weigh whether heavy AI infrastructure spending can be financed and generate returns, with Jensen Huangs comments about scarce capital for neocloud growth adding to the concern. Bulls argue demand for AI compute remains strong and view the decline as a buying opportunity, while bears focus on financing, capex and cyclical-demand risks.

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

Nokias Q3 earnings beat and strong AI-and-cloud growth were overshadowed by a lower cash-flow conversion outlook, higher restructuring costs, and warnings of structurally rising supply costs, prompting a sharp selloff. Bulls call the decline an overreaction and cite infrastructure demand, while bears focus on cash generation and the outlook.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebiuss Citi financing facility is prompting debate amid a sharp selloff across AI infrastructure and neocloud stocks. Traders see the funding as evidence the company can finance its expansion, while others worry that more borrowing increases leverage and refinancing risk.

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RKLB Vs ASTS: Bestselling Investing Author Picks The ‘Lottery Ticket’ With Better Odds — But SpaceX Is The ‘Top Dog’ 

Equity

ASTS offers “damn compelling” direct-to-cell potential, but Feroldi warned that “50 things” could go wrong before commercialization.

ASTS Stock Hits One-Month Low: Insider Buys The Dip After BlueBird Deployments, Japan Win 

 Director Adriana Cisneros disclosed 10,822 open-market share purchases worth about $619,200.

One Space Stock Outran SPCX, ASTS, RKLB And LUNR In August — BofA Says It Can Rally Another 30%

BofA retained a ‘Buy’ rating on RKLB with 72% implied upside, but maintained ‘Underperform’ ratings on RDW and LUNR.

ASTS Stock Turns Green After 2-Month Slide: Japan Backs 700 MHz Rakuten-ASTS Network To Rival SpaceX

Japan’s Radio Regulatory Council endorsed the proposed 700 MHz direct-to-smartphone framework, with final regulations expected shortly.

SPCX, ASTS, RKLB And FLY On Watch: Goldman Sachs Sees $1.8 Trillion Space Economy And Rising M&A Wave 

Companies controlling launch and orbital infrastructure could capture “disproportionate value,” the research firm said.

ASTS And RKLB Chase The SpaceX Playbook, But Analyst Flags ‘Very Inflated Valuations’ And Mounting Delays 

Analyst Tim Farrar said Rocket Lab may be better shielded from SpaceX, while AST faces direct competition from Starlink.

ASTS Stock Rises Overnight: AST SpaceMobile Clears The Runway For ‘Imminent’ UK Direct-To-Cell Service With Vodafone

ASTS said carriers “want the service now,” prompting AST SpaceMobile to push hard for a rapid rollout.

ASTS Vs RKLB: The Market Picked One, Cathie Wood Backed The Other — Which Space Play Won Q2?

ARK Invest bought 292,873 Rocket Lab shares worth about $23.43 million across ARKK, ARKQ and ARKX as the stock weakened.

Themes ETF Trust - Leverage Shares 2X Long ASTS Daily ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Feroldi ranked SPCX first, RKLB second and ASTS a “distant third,” suggesting a 75%-25% split favoring RKLB.</li><li>Feroldi praised Rocket Lab CEO Peter Beck as “a five, hands down,” but said “it all comes down to Neutron.”</li><li>Feroldi said ASTS could eventually hit a $100 billion-$200 billion valuation, while SPCX remains the space race’s “top dog.”</li></ul><p>Bestselling investing author Brian Feroldi prefers Rocket Lab (RKLB) over AST SpaceMobile (ASTS), calling both speculative “lottery tickets” but arguing Rocket Lab is further along and offers “better odds.”</p><h2 class="st-heading-2"><strong>RKLB Gets The Edge Over ASTS&nbsp;</strong></h2><p>Feroldi, author of Why Does the Stock Market Go Up? and founder of Long Term Mindset, firmly favored Rocket Lab. “If you’re choosing versus Rocket Lab, definitely Rocket Lab,” he<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=AGNYZw41Z80">&nbsp;said</a>, suggesting a hypothetical 75%-25% allocation in favor of RKLB.</p><p>“It’s a price-to-lottery-ticket,” he said. “This lottery ticket looks to me like it has better odds than the other lottery ticket because it’s further along.” Rocket Lab operates the flight-proven Electron rocket, manufactures spacecraft and components, owns launch infrastructure and serves commercial and government customers. Electron completed its 94th mission on Wednesday, deploying another Synspective Earth-imaging satellite.</p><p>The company reported record second-quarter (Q2) revenue of $234 million, up 62% year-over-year, and has secured major defense opportunities, including the Space Force’s $981 million-ceiling NITE-STAR vehicle, a $266 million HASTE contract and a $397 million satellite build-launch-operate award.</p><p>Feroldi also praised CEO Peter Beck as “a five, hands down” and “a very impressive individual.”&nbsp;</p><h2 class="st-heading-2"><strong>Neutron Remains RKLB’s Biggest Test</strong></h2><p>Neutron, Rocket Lab’s larger reusable rocket under development, is both its biggest catalyst and its greatest risk. “It all comes down to Neutron,” Feroldi said. His reverse-DCF analysis suggested Rocket Lab must grow revenue by 46% annually over the next decade to justify its current valuation, assuming a 15% long-term free-cash-flow margin.&nbsp;</p><p>Beck has said the window for a year-end debut is narrowing, with integrated testing, a wet dress rehearsal and a first-stage static fire still ahead. The first stage is targeted to reach Virginia in the fourth quarter.</p><p>Rocket Lab’s pending $8.1 billion enterprise-value acquisition of Iridium Communications could also reshape the business. Iridium generates $300 million in annual free cash flow, which could broadly offset Rocket Lab’s current losses. “That transaction might move this company to, let’s just call it, break-evenish,” Feroldi said, adding that it could “rocket” the company into a more mature phase while diversifying its revenue.</p><h2 class="st-heading-2"><strong>ASTS Offers ‘Damn Compelling’ Upside&nbsp;</strong></h2><p>Feroldi called AST SpaceMobile’s plan to deliver broadband directly to ordinary phones without special hardware “damn compelling.” AST has partnerships with more than 60 mobile operators covering about 3 billion subscribers, including AT&amp;T, Verizon Communications and Vodafone. BlueBird 12 and 13 recently deployed their arrays, a New Zealand gateway is operational and US Mobile is preparing a fourth-quarter direct-to-cell launch.</p><p>Berenberg initiated ASTS at ‘Buy’ with a $92 target on Wednesday, implying about 50% upside from the mid-$60s and helping lift the shares about 12%.&nbsp;</p><p>“There’s like 50 things that could go wrong with SpaceMobile,” Feroldi cautioned, pointing to launch execution, cash burn, dilution and Starlink competition. Yet, if ASTS succeeds, he said it could resemble “American Tower in space,” potentially supporting 20% to 30% free-cash-flow margins. “If this works, would it be ridiculous to think this is a $100 billion company or a $200 billion company?” Feroldi said. “Probably not.”</p><h2 class="st-heading-2"><strong>SpaceX Is Still The ‘Top Dog’</strong></h2><p>Despite backing RKLB over ASTS, Feroldi placed SpaceX above both due to its scale and first-mover advantage. “Look for the top dog and first mover,” he said. “Who is the top dog and first mover in the space race? SpaceX.” Feroldi said he would consider breaking his usual rule against buying newly listed companies during their first year, though he would prefer SpaceX at a valuation of roughly $600 billion to $800 billion.&nbsp;</p><p>“I would go with SpaceX first, Rocket Lab second, ASTS a distant third,” Feroldi added.&nbsp;</p><h2 class="st-heading-2"><strong>How Do Retail Traders Feel About ASTS, RKLB And SPCX?</strong></h2><p>On Stocktwits, retail sentiment was ‘bullish’ for ASTS amid ‘high’ message volume, ‘neutral’ for RKLB amid ‘low’ activity, and ‘bearish’ for SPCX amid ‘extremely low’ volume.&nbsp;</p><p>Over the past year, ASTS and RKLB have each gained 28%, while SPCX has fallen 13%.&nbsp;</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p><p>Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/nio-geely-chip-push-analyst-calls-shares-undervalued/cZsMmkbRJHn">NIO Stock Could Get Geely Boost As Chip Push Expands Beyond Own EVs — Analyst&nbsp; Calls Shares ‘Undervalued’&nbsp;</a></p>

The Soyuz rocket launches to the International Space Station with Expedition 75 crewmembers: NASA astronaut Anil Menon, Roscosmos cosmonauts Pyotr Dubrov, and Anna Kikina onboard, on July 14, 2026. (Photo by Bill Ingalls/NASA via Getty Images)

RKLB Vs ASTS: Bestselling Investing Author Picks The ‘Lottery Ticket’ With Better Odds — But SpaceX Is The ‘Top Dog’

Leverage Shares 2X Long ASTS Daily ETF

Tidal Trust II - Defiance Daily Target 2X Short ASTS ETF

AST SpaceMobile Inc

Tradr 2X Long ASTS Daily ETF

Tidal Trust II - Defiance Daily Target 2X Long ASTS ETF

Tema Space Innovators ETF

Rocket Lab USA Inc

Defiance Daily Target 2X Long RKLB ETF

SpaceX

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ASTG Leverage Shares 2X Long ASTS Daily ETF

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