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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 is under pressure as traders react to the boards investigation into CEO Jensen Huangs admitted affair and allegations that the woman involved had ties to Chinese intelligence; the espionage claims remain unverified. The community is split between concerns about leadership and disclosure risks and views that the selloff is an overreaction 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 drawing attention ahead of its quarterly results after a sharp share-price decline, with traders debating whether the selloff signals weak results or is an opportunity to buy the dip. The Eli Lilly obesity-drug partnership is viewed as a growth opportunity, but some investors worry that branded medications could pressure margins; speculation about an earnings leak remains unverified.

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 raised full-year outlook, driven by BRIUMVI sales growth, are the main focus, alongside the upcoming Phase 3 readout for a subcutaneous version of the drug. Traders are debating the sharp earnings-related pullback and recovery, with bulls emphasizing stronger guidance and commercial momentum while others question the muted share-price response.

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 HOPE-3 cardiac results receiving an American Heart Association research award has renewed attention to deramiocel ahead of the FDAs November 22 PDUFA decision for Duchenne muscular dystrophy. Traders are largely hopeful for approvalespecially on upper-limb function, which they distinguish from the advisory panels negative cardiac votewhile others stress that the outcome and any cardiac label remain uncertain.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

IWMs sharp rally is drawing heavy call activity and speculation that small caps are benefiting from a broad market squeeze, possibly on hopes of easing Iran-related risks and inflation. Bulls are chasing momentum, while skeptics question the moves strength, citing thin volume and limited inflows.

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.

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 support from Oppenheimers upgrade to Outperform on its AI and data-center outlook, alongside community discussion of Google Cloud using EPYC processors in its TPU infrastructure. Traders also see a possible rotation from Nvidia amid headlines about a board investigation into CEO Jensen Huang, while some caution that AMDs valuation and the sharp run-up leave room for volatility.

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

Axons quarterly results and reduced full-year outlook, tied largely to delayed federal Dedrone deployments, have driven a sharp selloff. Traders are split between buying the dip on continued growth and a strong business franchise, and staying cautious over the guidance cut, high valuation, and profitability concerns.

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 surging ahead of its Q3 results, with traders speculating about short covering and an possible earnings leak, though neither is confirmed. Bulls hope for a turnaround and stronger guidance, while skeptics warn that slowing ad growth and past post-earnings declines could lead to a reversal.

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

SMCI is drawing attention as traders connect its weakness to renewed China-related scrutiny after reports of an Nvidia board investigation involving CEO Jensen Huang, though concerns about spillover to Super Micro remain speculative. The debate contrasts strong recent results and a low valuation with lingering governance, cash-flow and margin concernsand frustration that the stock has lagged peers.

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Gogo (GOGO) Q3 2026 Earnings Call Transcript

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Gogo Inc. Q3 Loss Rises

(RTTNews) - Gogo Inc. (GOGO) released Loss for its third quarter of -$3.200 million...

Gogo (GOGO) Beats Q3 Earnings Estimates

Gogo (GOGO) delivered earnings and revenue surprises of +300.00% and -1.38%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Cogent Communications (CCOI) Reports Q3 Loss, Lags Revenue Estimates

Cogent (CCOI) delivered earnings and revenue surprises of +25.30% and -1.37%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Analysts Estimate Gogo (GOGO) to Report a Decline in Earnings: What to Look Out for

Gogo (GOGO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

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

Equity

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.


AT&T (T) Q3 Earnings and Revenues Top Estimates

AT&T (T) delivered earnings and revenue surprises of +6.56% and +2.02%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Duncan Aviation Places Prepaid Order For 40 Gogo Galileo HDX Systems

(RTTNews) - Gogo (GOGO) announced that Duncan Aviation has placed a prepaid order for 40 Gogo Galileo HDX systems. Duncan Aviation is an aircraft service provider supporting the aviation needs of business aircraft operators, government agencies, and other aircraft service provide...

ATEX, NN, GOGO Stocks Gain: SpaceX’s $8B Spectrum Deal Could Boost Low-Band Spectrum Value, Says Roth Capital

Roth Capital said SpaceX’s spectrum acquisition could increase the value of low-band spectrum controlled by the three companies

Array Digital Transitions to a Tower-Focused Business: Worth a Buy?

AD's tower-focused shift is boosting recurring revenue, with T-Mobile leases, rising colocations and spectrum monetization supporting growth.

Gogo reiterated FY 2026 guidance of total revenue of $870M to $895M, Adjusted EBITDA of $175M to $185M, and Free Cash Flow of $65M to $85M.

Gogo's Q3 2026 revenue and service revenue declined year over year; Adjusted EBITDA was $41M versus $56.2M; ATG aircraft online totaled 5,399 versus 6,529, and ATG unit sales were 142 versus 437.

Gogo's Galileo shipments and aircraft online increased year over year; OEM and fleet orders were announced; exclusive nationwide ATG spectrum was renewed through 2036; and Term Loan B maturity extended to October 2030.

Gogo, Inc. engages in the provision of broadband connectivity services for the business aviation market. The company was founded by Jimmy Ray in 1991 and is headquartered in Broomfield, CO.

Gogo Inc

Bullish Sentiment

<ul class="summary-bullets"><li>Scotiabank upgraded AST SpaceMobile to Outperform from Sector Perform and lifted its price target to $55.70 from $50.80.</li><li>Citi analysts characterized the development as a net positive for tower operators Crown Castle, SBA Communications and American Tower.&nbsp;</li><li>In an October 20 meeting with FCC officials, major U.S. wireless carriers asked the agency to keep two key 5G spectrum bands out of draft rules that would expand satellite-to-phone service.</li></ul><p>&nbsp;</p><p>Roth Capital analyst Scott Searle said SpaceX’s reported interest in leasing tower capacity at as many as 80,000 sites could benefit a range of equipment, backhaul, and spectrum names as the company builds out a complementary terrestrial network to support its direct-to-device satellite constellation and challenge existing U.S. mobile carriers.</p><p>Searle pointed to AST SpaceMobile (ASTS), radio-access-network suppliers Ericsson (ERIC) and Nokia (NOK), wireless backhaul providers Aviat Networks (AVNW) and Ceragon Networks (CRNT), and spectrum holders Anterix (ATEX), NextNav (NN) and Gogo (GOGO) as potential winners of any such buildout.</p><p>The analyst was responding to a <a href="https://stocktwits.com/news-articles/markets/equity/space-x-reportedly-eyes-80-000-cell-sites-in-push-to-become-fourth-us-wireless-carrier-t-tmus-vz-stocks-slip-after-hours/cZxwFlZRBDk">report from Bloomberg</a> on Thursday that SpaceX is 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.</p><p>The report said that SpaceX is in discussions with at least one major cellular infrastructure company and said Crown Castle Inc. (CCI), among the largest U.S. owners of cellular towers alongside American Tower (AMT) and Vertical Bridge, was also approached for the purpose.</p><h2 class="st-heading-2">Scotiabank Upgrades ASTS, Citi Sees Downside For Carriers</h2><p>Scotiabank, meanwhile, upgraded AST SpaceMobile to 'Outperform' from 'Sector Perform' and lifted its price target to $55.70 from $50.80. The analyst argued that SpaceX’s broader ambition to operate as a planetary carrier increases the strategic value of AST’s wholesale 5G model for terrestrial networks seeking to protect their core business. With the stock down roughly 70% since May, Scotiabank described the current valuation as reasonably attractive and potentially a bargain.</p><p>Citi analysts, meanwhile, characterized the development as a net positive for tower operators Crown Castle, SBA Communications and American Tower, and as negative for the major wireless carriers. The analysts estimated valuation risk of 29% to 32% for AT&amp;T, T-Mobile and Verizon, with a further 4 % to 16% downside from current levels following the stocks’ declines in 2026.</p><h2 class="st-heading-2">Meanwhile, Telecom Operators Push Back Against SpaceX</h2><p>In an October 20 meeting with FCC officials, major U.S. wireless carriers asked the agency to keep two key 5G spectrum bands out of draft rules that would expand satellite-to-phone service. The carriers, through their trade group CTIA, said the changes would create interference risks for existing networks used by more than 300 million people.</p><p>They also asked the FCC to keep current rules that require satellite operators to reach agreements with the carriers before using their licensed spectrum, and to hold satellite services to the same standards as traditional wireless networks. The request comes ahead of a possible FCC vote on the draft rules later this month.</p><p>SpaceX, meanwhile, &nbsp;is seeking to establish itself as a standalone wireless competitor and recently acquired low-band spectrum that will help integrate its Starlink satellites into what CEO Elon Musk has described as a “major mobile carrier.”</p><h2 class="st-heading-2">How Did SPCX Retail Traders React?</h2><p>On Stocktwits, retail sentiment around <a class="mention" data-mention="$SPCX" data-symbol-id="SPCX" href="https://stocktwits.com/symbol/SPCX" target="_blank">SPCX stock</a> was 'extremely bullish' at the time of writing, while message volume was 'extremely high.'</p><p>SPCX stock closed nearly 2% higher at about $147.5 on Friday, higher than its IPO price of $135 but below its all-time highs near $226.&nbsp;</p><p>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/tesla-stock-lags-apple-because-of-communications-problem-says-investor-gary-black/cZxytEHRBUE">Tesla Stock Lags Apple Because Of ‘Communications Problem,’ Says Investor Gary Black</a></p><p>For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;</p>

A SpaceX Falcon 9 rocket carrying a payload of 24 Starlink internet satellites soars into space after launching from Vandenberg Space Force Base on July 18, 2025, seen from Santee, California.

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.

AST SpaceMobile Inc

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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?

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

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