SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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 reported plan to use Grain Managements 800 MHz spectrum for Starlink Mobile is driving debate about whether it threatens AST SpaceMobiles carrier-partner model. Traders are split: some see a stronger competitor and worry ASTs launch delays leave it vulnerable, while others argue SpaceXs move will push mobile carriers toward AST as a partner.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceXs agreement to acquire nationwide low-band spectrum licenses, positioning Starlink to expand into U.S. mobile service, is driving discussion. Traders debate whether the move creates a major growth opportunity or brings costly, difficult competition with established carriers, while an approaching share unlock adds concern about potential selling pressure.

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 new defense orders, including an Electronic Safe & Arm Devices award and broader order-book growth, are drawing attention. Traders are divided over why the stock remains weak despite the contract news: bulls point to defense demand and heavy short interest, while bears focus on dilution, execution and whether orders convert into revenue.

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.

SpaceXs agreement to acquire low-band spectrum has renewed fears that Starlink Mobile could become a direct competitor to Verizon and other U.S. carriers, weighing on telecom shares. Traders disagree on how serious the threat is: some see a major long-term challenge, while others view it as years away and are treating the selloff as a buying opportunity, citing Verizons dividend.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

AAOI is selling off alongside fiber-optics and photonics peers as reports of a lower-than-previously-believed OpenAI revenue run rate weigh on sentiment around AI infrastructure spending. Traders are split between viewing the drop as a sector-wide overreaction and buying opportunity, and expecting further declines amid volatility and concerns about share dilution.

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

SpaceX/Starlinks plans to build a mobile network and compete for wireless customers have put AT&T in focus, with traders debating whether the threat is meaningful or overstated given the rollouts technical and infrastructure challenges. The discussion is split between concern about long-term competition and buyers viewing telecom weakness as an opportunity, citing AT&Ts existing network, fiber business and dividend.

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 reported spectrum acquisition and plans to expand Starlink into mobile service have raised concerns about stronger competition for T-Mobile and other U.S. carriers. Traders are split between fearing pressure on carrier growth and viewing satellite service as a limited, longer-term threat, with some treating the selloff as a buying opportunity.

NextNav, Inc. engages in development of positioning, navigation, and timing solutions. Its products include NextNav Pinnacle, NextNav 3D, and NextNav TerraPoiNT. The company was founded by Ganesh Pattabiraman and Arun Raghupathy in May 2021 and is headquartered in Reston, VA.

NextNav Inc

NextNavs proposed lower-900 MHz spectrum item was left off the FCC meeting agenda, delaying a key regulatory catalyst and weighing on the shares. Traders are split between viewing SpaceXs spectrum activity as support for the scarcity thesis and focusing on the uncertainty around FCC approval and its timing.

Alignment Healthcare, Inc. is a holding company, which offers a consumer-centric platform that delivers customized health care solutions to seniors and those who need it most, the chronically ill and frail, through its Medicare Advantage plans. It offers health plan options through Alignment Health Plan, and partners with select health plans to help deliver better benefits at lower costs. The company was founded by John E. Kao in 2013 and is headquartered in Orange, CA.

Alignment Healthcare Inc

Concern over updated CMS Medicare Advantage star ratings is driving discussion, with traders focused on the California HMO contracts lower rating and possible effects on future quality bonuses and rebate economics. Some view the impact as a delayed 2028 risk that Alignment can challenge or mitigate, while others see the downgrade as a reason for continued selling; no listed article directly verifies this catalyst.

Revolution Medicines, Inc. is a clinical-stage precision oncology company, which engages in developing novel targeted therapies. It engages in the discovery and development of cancer treatment by pioneering novel combination and monotherapy treatment regimens to maximize the depth and durability of clinical benefit and circumvent adaptive resistance mechanisms for patients which are dependent on the RAS and mTOR pathway. The company was founded by Mark A. Goldsmith, Kevan Shokat, Martin D. Burke, David L. Pompliano and Michael Fischbach in October 2014 and is headquartered in Redwood City, CA.

Revolution Medicines Inc

RVMD is under pressure after reports that FDA review documents flagged uneven daraxonrasib responses across KRAS subtypes, raising questions about the breadth of its recently approved pancreatic-cancer therapy. Traders are debating the significance and credibility of the subgroup concerns, while some view the pullback as an overreaction or broader-market weakness.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

CRWV CEO Says ‘No Reduction In Orders’ As CoreWeave Rolls Out Nvidia Vera Rubin AI Systems 

Equity

In an interview with CNBC, CoreWeave CEO Mike Intrator said tighter restrictions could change where AI infrastructure is built without reducing underlying demand for computing capacity.


CRWV Stock Gets An 'Outperform' Rating – William Blair Says Rapid Scaling Of AI Is Creating Substantial Demand 

JPMorgan and UBS have also recently issued bullish calls on CoreWeave, pointing to strong AI compute demand, premium pricing and rising revenue per gigawatt.


Akamai-Anthropic Deal’s Magnitude Is Impressive, Says Piper Sandler – Sees It Shift From Being A Value Asset To A Hypergrowth One

According to TheFly, Piper Sandler believes that Anthropic’s commitment could drastically alter Akamai’s financial profile, with Cloud Infrastructure Services potentially surpassing Security by late 2028.

TSEM Stock Gets A Price Target Hike: Tower Semiconductor Positioned For AI’s Silicon Photonics Boom, Says Mizuho

Mizuho initiated coverage of Tower Semiconductor with an ‘Outperform’ rating and a $300 price target.


CRWV Stock Gets JPMorgan Upgrade Despite 'Lackluster' Share Performance, Investor Concerns Around Capital Intensity 

JPMorgan analyst Samik Chatterjee cited a favorable pricing backdrop for AI compute and strong demand for CoreWeave’s infrastructure.


Credo Targets Growing AI Bandwidth Demands With 1.6T Optical Solutions — To Showcase New Modules At ECOC 2026

Credo is expanding its optical portfolio as larger AI clusters drive demand for faster, more reliable connections between computing systems.

Barclays Sees 41% Upside In TSEM Stock As It Initiates Coverage — Says Firm's ‘Well Placed,’ Offers Agnostic Exposure

Barclays sees Tower Semiconductor as a leading silicon photonics foundry positioned to benefit as optical becomes one of the fastest-growing semiconductor end markets, per TheFly.

CRWV Stock: CoreWeave Secures $3.7B For AI Expansion With Convertible Debt Deal

The notes carry a 2.875% annual interest rate and mature in 2033. 


CoreWeave Lands Higher-Priced AI Compute Deals – And Seeks $3B More To Fund Expansion

CoreWeave said it signed short-term third-quarter compute contracts at roughly $40 million per megawatt.


Elon Musk’s SpaceX Could Become A $15 Trillion Business, Says Ron Baron – Remains Skeptical Of Tesla’s Humanoid Robots 

In an interview with CNBC, the Baron Capital CEO said that his estimates were based on revenue and EBITDA projections. 


BlackRock ETF Trust - iShares A.I. Innovation and Tech Active ETF

Bearish Sentiment

Buying

Holding

Selling

A.I. stocks sold off after a report that OpenAI&#39;s annualized revenue is $20 billion lower than previously reported. What are you doing right now?

Stocktwits

A.I. stocks sold off after a report that OpenAI's annualized revenue is $20 billion lower than previously reported. What are you doing right now?

Feed

News

Sentiment

Fundamentals

Info

BAI iShares A.I. Innovation and Tech Active ETF

Fundamentals

Latest BAI News