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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

Nvidia shares are under pressure as traders react to the boards investigation into Jensen Huangs admitted affair with a businesswoman reported to have suspected ties to Chinese intelligence, raising concerns about governance, possible information leaks, and Huangs future as CEO. The community is divided between seeing the probe and leadership uncertainty as a serious overhang and treating the controversy as unrelated to Nvidias AI-chip business and a buying opportunity.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers is under heavy selling pressure ahead of its Q3 earnings report, with traders speculating about a possible leak while others see the decline as pre-report positioning; a leak is unconfirmed. Bulls point to growth and potential upbeat guidance, while bears worry that the Eli Lilly obesity-drug deal could pressure margins and profitability.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics quarterly revenue beat and higher full-year outlook, driven by BRIUMVI growth, are the main focus; shares saw a sharp post-results dip and recovery, prompting debate over a sell the news reaction versus short-driven volatility. Traders are also watching for Phase 3 results on subcutaneous BRIUMVI as a next potential catalyst.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

IWMs sharp rally is drawing attention as small caps outperform, with traders describing a possible low-volume short squeeze and rotation into the Russell 2000. Bulls are chasing calls and citing hopes for easing inflation, while skeptics question the moves strength given reported weak flows and limited volume.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricors pending FDA decision on deramiocel for Duchenne muscular dystrophy, focused on the amended upper-limb-function evidence from HOPE-3, is driving attention ahead of the Nov. 22 PDUFA date. Bulls cite the trial data and a letter urging approval from 28 investigators, while skeptics point to FDA scrutiny and the earlier negative advisory-panel vote on the cardiac indication; short-squeeze speculation adds to the debate.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMDs rally is drawing attention after Oppenheimer upgraded the stock, while Google Clouds use of EPYC processors in its AI infrastructure added a company-specific catalyst. Traders also point to money rotating from Nvidia amid a CEO-related investigation, though some see the move as sentiment-driven and question AMDs valuation.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candels SITC findings on immune activation and viral clearance, alongside its positive Phase 3 prostate-cancer results, are drawing attention as the company prepares a BLA for CAN-2409. Bulls see the data as supportive of the regulatory package, while skeptics question filing and manufacturing execution and warn of a possible sell-the-news reaction.

Axon Enterprise, Inc. engages in the development, manufacture, and sale of conducted electrical weapons for personal defense. It operates through the TASER segment and Software and Sensors segment. The TASER segment sells conducted electrical weapons, accessories, and other related products and services. The Software and Sensors segment includes devices, wearables, applications, cloud, and mobile products. The company was founded by Patrick W. Smith and Thomas P. Smith on September 7, 1993 and is headquartered in Scottsdale, AZ.

Axon Enterprise Inc

A quarterly earnings shortfall and reduced full-year revenue guidance, tied largely to federal Dedrone drone deployments being delayed, have driven a sharp selloff. Traders debate whether the decline overreacts to a timing issue or reflects high valuation and weaker near-term growth, with some buying the dip and others expecting further downside.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desk shares are rallying sharply ahead of its Q3 earnings report, with traders speculating about short covering and an earnings leak, though neither explanation is confirmed. The move has fueled hopes for a turnaround, while many investors worry that weak results or guidance could erase the gains.

Churchill Capital Corp. XI is a blank check company. It was formed for the purpose of effecting a merger, amalgamation, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses. The company was founded by Michael Stuart Klein on June 4, 2025 and is headquartered in New York, NY.

Agility Robotics Inc.

Agility Robotics Inc. - Ordinary Shares - Class A

Post-merger selling in Agility Robotics is drawing attention, with traders pointing to typical de-SPAC volatility and questioning the companys steep losses, limited revenue, and path to commercial scale. Some remain bullish on humanoid robotics and the companys reported orders, but the discussion is dominated by skepticism about valuation and near-term execution.

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Nokia Stock Rises 18.4% Year to Date: Is There More Upside Ahead?

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SpaceX Targets Wireless And AI Riches, Rocket Lab Nears 100 Launches — What’s Moving Space Stocks 

Equity

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Ericsson, Verizon To Deploy AI-native Network Automation

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ASTS Stock Climbs From 16-Month Low: Boost Mobile Founder Urges AST To ‘Pivot FAST’ As SpaceX Eyes Bigger Wireless Push 

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Ericsson brings drone detection capabilities to mobile networks

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Bdeo Takes Quality on Demand Live, Powered by Vonage, to Transform Insurance Claims Globally

Vonage, a part of Ericsson (NASDAQ: ERIC), today announced that Bdeo, a global AI-powered insurance technology company, has deployed Vonages network-powered solutions a purpose-built combination of the Quality on Demand (QoD) Network API, Vonage Video API, and Vonage Messages API. The deployment...

Vonage Extends Omnichannel Messaging Platform with Email API, Now Available Within the Vonage Messages API

Vonage, part of Ericsson (NASDAQ: ERIC), today announced the launch of Email API within the Vonage Messages API, extending its omnichannel communications platform to include email alongside SMS, MMS, RCS, and WhatsApp. With email now reaching 4.6 billion people worldwide more than half the global...

SpaceX’s 80,000 Cell Site Push A Win For AST SpaceMobile, Ericsson, Nokia, NextNav, Among Others, Says Roth Capital

SpaceX is reportedly pursuing agreements for a minimum of 80,000 cell sites across the United States as it advances plans to build a fourth nationwide wireless carrier.


Telefonaktiebolaget LM Ericsson engages in the provision of telecommunications equipment and related services to mobile and fixed network operators. It operates through the following segments: Networks, Cloud Software, Services, Enterprise, and Other. The Networks segment supports all radio-access technologies and offers hardware, software and related services for both radio access and transport. The Cloud Software segment offers solutions for core networks, business and operational support systems, network design and optimization, and managed network services. The Other segment refers to the media business and other non-allocated business. Segment-level information has also been presented to Other. The company was founded by Lars Magnus Ericsson in 1876 and is headquartered in Kista, Sweden.

Telefonaktiebolaget L M Ericsson - ADR

Bearish Sentiment

<ul class="summary-bullets"><li>SPCX advanced its Qualcomm partnership and $40 billion AI financing amid Boost Mobile talks and political risks.</li><li>RKLB completed Electron’s 99th flight as Neutron delays, insider sales and Iridium scrutiny stayed in focus.</li><li>ASTS announced an AT&amp;T handoff milestone and secured a 30-year Chilean concession as competition intensified.</li></ul><a class="mention" data-mention="$SPCX" data-symbol-id="SPCX" href="https://stocktwits.com/symbol/SPCX" target="_blank">SpaceX</a>’s (SPCX) wireless expansion and AI financing, Rocket Lab’s (RKLB) 99th Electron launch and AST SpaceMobile’s (ASTS) Chilean approval have driven space-sector news so far this week, alongside mixed earnings from Redwire (RDW) and Voyager Technologies (VOYG).<h2 class="st-heading-2">SpaceX’s Wireless And AI Ambitions Gather Pace</h2>SpaceX’s mobile ambitions moved forward with Qualcomm’s selection to power Starlink Mobile’s nationwide terrestrial 5G network. Deployment begins in 2027, with tens of thousands of sites planned.“This is a significant win for our infrastructure business and the beginning of a strategic relationship with tremendous potential,” Qualcomm CEO Cristiano Amon said. The chipmaker expects revenue to begin near the end of fiscal 2027 and develop more fully in fiscal 2028.SpaceX also reportedly explored buying EchoStar’s Boost Mobile or accessing its network, though transferring leased network access could require carrier consent.Alongside its wireless expansion, SpaceX is financing a larger AI buildout. Goldman Sachs and Apollo are seeking buyers for portions of its $40 billion chip financing, covering leased Nvidia Vera Rubin equipment expected in the first half of 2027.SemiAnalysis said SpaceX’s 13GW computing-capacity target for 2027 looked achievable, identifying more than 9GW across sites and 3.6GW under construction, while flagging power constraints.Sequoia partner Shaun Maguire, whose firm backs SpaceX, projected $731.1 billion in 2028 revenue in his investor model. “I think we can do better,” CEO Elon Musk replied. Morgan Stanley separately brought forward its projected free-cash-flow breakeven to 2031 from 2035.However, Musk’s growth ambitions face political and deal risks. Sen.Ted Cruz warned of subpoenas targeting Musk, while Gary Black cautioned that falling shares in an all-stock acquirer could erode the target shareholders’ takeover premium.Retail sentiment for SPCX improved to ‘neutral’ from ‘bearish’ last week, amid ‘high’ message volume. Shares are down 16% so far this year.&nbsp;<h2 class="st-heading-2">RKLB Balances Launch Success With Merger Questions</h2>Rocket Lab moved within one flight of Electron’s 100th launch on Monday, deploying iQPS’s WADATSUMI-II radar-imaging satellite. “The Sea God Surveys” marked its 20th mission of 2026 and tenth successful iQPS launch, with eight more dedicated missions booked through 2030.The launch momentum supported Citizens’ bullish stance. The firm reiterated ‘Market Outperform’ and a $90 target, viewing Neutron’s delay as a timing setback and expecting its debut in late fiscal second-quarter 2027.However, its broader expansion is still under scrutiny. Globalstar raised potential supplier conflicts surrounding the Iridium takeover, while Rocket Lab and Iridium argued that separate SpaceX and Ligado concerns predate the merger. Space Systems head Brad Clevenger also discussed commercial space and national security with Sen.Kevin Cramer at Wednesday’s UND summit.Separately, disclosures showed CFO Adam Spice sold 140,157 shares for $7.4 million after exercising options, while director Nina Armagno sold 10,926 shares. Both Monday sales followed previously adopted trading plans.Retail sentiment turned ‘bearish’ from ‘neutral’ last week, amid ‘normal’ message volume. Shares are down 25% so far this year.&nbsp;<h2 class="st-heading-2">ASTS Clears Technical And Regulatory Hurdles</h2>AST and AT&amp;T announced Monday “the industry’s first” successful terrestrial-to-satellite cellular handoff. The test from last month in Washington maintained a connection between the networks, supported by Ericsson and Nokia.“The successful handoff is a significant milestone, but it’s not the finish line,” AT&amp;T network executive Robert Walters said, as the companies progress toward beta services.AST also expanded its regulatory footprint with a 30-year nationwide Chilean concession. Its 24-month first-stage service timetable, measured from Tuesday’s publication, points to November 2028.As AST advances, competition is adding urgency. “AST SpaceMobile needs to pivot, and pivot FAST,” Boost Mobile founder Peter Adderton said, urging partnerships with experienced mobile-brand operators.Ownership disclosures entering the week showed Vanguard held 15.33 million shares, or 5.11%, as of September 30, while Rakuten Investment Management increased its quarter-end holding 23.9% to 17,156 shares.Retail sentiment remained ‘bearish’ compared with last week, amid ‘low’ message volume. Shares are down 51% so far this year.&nbsp;<h2 class="st-heading-2">Redwire Builds Backlog As Sales Fall Short</h2>Redwire’s third-quarter (Q3) revenue rose 5.4% to $109 million, falling short of the $126.56 million consensus estimate, while its loss of $0.09 per share matched expectations.The results also showed a record $619.7 million backlog and record gross margin of 32.3%, up from 16.3% a year earlier. Contract awards totaled $188.7 million, producing a 1.73 book-to-bill ratio.“Although revenue timing continues to be uneven, with another quarter of record gross margins expanding from 16.3% to 32.3% year-over-year, the quality of our revenue is improving as we deliver mission-critical products and solutions across multiple domains,” CEO Peter Cannito said.Redwire maintained its fiscal 2026 revenue outlook of $450 million to $500 million, versus consensus of $475.28 million. It posted a $23.2 million net loss and a $5.3 million adjusted EBITDA loss.Retail sentiment jumped to ‘extremely bullish’ from ‘bullish’ last week, amid ‘high’ message volume. Shares are up 2% so far this year.&nbsp;<h2 class="st-heading-2">VOYG Pairs A Revenue Beat With Fresh NASA Work</h2>Voyager’s third-quarter revenue jumped 124% to $89 million, beating the $81.38 million consensus estimate. Its adjusted loss of $0.87 per share was slightly wider than the expected $0.86 loss.The company raised its fiscal 2026 revenue outlook to $287 million to $305 million from $275 million to 305 million, against consensus of $291.51 million. Supporting that outlook, backlog reached a record $742 million, including $347 million from Astrobotic, while bookings hit a record $116 million.“Our record backlog provides meaningful multi-year revenue visibility and raising our full-year guidance reflects this momentum,” CEO Dylan Taylor said.Starlab’s signed commercial reservations totaled $700 million, though Voyager posted a $55.7 million net loss attributable to the company.Beyond earnings, Voyager won a five-year, $35 million NASA HUNCH management contract Wednesday and appointed retired Space Force Gen.B. Chance Saltzman as board-of-advisors chairman Monday.Retail sentiment remained ‘bullish’ compared with last week, amid ‘high’ message volume. Shares are down 12% so far this year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tsla-stock-analysts-political-premium-risks-spacex-merger-cathie-wood-s-ark-buys/cNG14rwR9EL">TSLA Stock Slips Overnight: Analysts Flag Political, Premium Risks To SpaceX Merger — Cathie Wood’s ARK Buys Anyway&nbsp;</a>

In this NASA handout A SpaceX Falcon 9 rocket carrying the company's Dragon spacecraft is launched on NASA's SpaceX Crew-13 mission to the International Space Station. (Photo by/Joel Kowsky/NASA via Getty Images)

Apollo Global Management Inc

AST SpaceMobile Inc

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Leverage Shares 2x Long SPCX Daily ETF

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SpaceX

AT&T Inc

Voyager Technologies Inc. - Ordinary Shares - Class A

Buying the dip

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Waiting for the investigation results to decide

Nvidia ($NVDA) is down about 4% after its board opened an investigation into CEO Jensen Huang. What are you doing with the stock?

Stocktwits

) is down about 4% after its board opened an investigation into CEO Jensen Huang. What are you doing with the stock?

Current Price	$10.64
Prev Close	$10.26
Open	$10.51
Dividend Yield	2.15%
50-Day Moving Average	$10.11
Beta	0.83
Avg. Volume	12.35M
PE Ratio	16.64

52-Week High	$13.77
52-Week Low	$9.04
Market Capitalization	$30.73B
EPS (Annual)	$0.8696
Price to Book	3.02
Revenue Per Employee	$271,684.32

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