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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

Jensen Huangs immediate resignation as CEO has driven attention to leadership succession and governance uncertainty, with traders debating whether his departure threatens Nvidias execution or leaves its AI business largely intact. The sharp selloff prompted dip-buying and a volatile rebound, while others warned that the transition could weigh on the shares.

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 strong quarterly results were overshadowed by a softer 2026 outlook tied to delayed capacity and sharply higher infrastructure spending, prompting concerns about execution, funding and possible dilution. Traders also blame speculation around Nvidia leadership for adding pressure to AI-related stocks, while bulls argue the selloff overlooks customer demand and prepayments.

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 Q3 results and stronger revenue outlook are driving discussion, with traders highlighting the revenue beat, growing backlog, and earlier expected path to profitability. The market reaction is sharply debated: some see solid growth and guidance, while others focus on weaker margins, ongoing losses and dilution, alongside broader market weakness and short-selling pressure.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

A stronger-than-expected Q3 report, positive free cash flow and a record backlog are driving LUNRs sharp rally, with traders also citing its NASA contract pipeline. Bulls see evidence of improving execution and a shift toward space infrastructure, while skeptics point to ongoing losses and uncertainty around converting backlog into sustained profitability.

Bitcoin (BTC) is a cryptocurrency launched in 2010. Users are able to generate BTC through the process of mining. Bitcoin has a current supply of 20,110,893. The last known price of Bitcoin is 73,962.09788083 USD and is up 0.65 over the last 24 hours. It is currently trading on 12778 active market(s) with $24,126,519,221.27 traded over the last 24 hours. More information can be found at https://bitcoin.org/.

Bitcoin

Bitcoins sharp selloff and tests of key support dominate discussion, with traders linking the weakness to broader tech-market pressure and macro concerns; some blame Nvidia-related headlines, while others say the connection is overblown. Bulls are buying the dip and calling the market oversold, while bears warn of further declines and question whether Bitcoin can decouple from risk assets.

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

AMD is drawing attention as traders rotate toward it amid reports of leadership turmoil at Nvidia, viewing AMD as a potential beneficiary. Some see an opening for share gains, while skeptics call the move a sympathy trade and argue Nvidias product and software advantagesand broader AI-sector riskslimit any direct benefit.

Figure Technology Solutions, Inc. is a blockchain-native capital marketplace, which engages in connecting origination, funding, and secondary market activity. It operates through the following segments: FTI, Markets, and Other. The FTI segment offers Figure Connect which generates ecosystem and technology fees, and originates, sells, and securitizes home equity line of credit (HELOC) loans that it services. The Markets segment utilizes blockchain technology to develop an exchange for digital assets and credit, with new product offerings including providing interest-bearing stable coin deposits. The company was founded by Michael Scott Cagney and June Ou in 2018 and is headquartered in Reno, NV.

Figure Technology Solutions Inc. - Ordinary Shares - Class A

Figure Technology Solutions Inc

Figures Q3 earnings and revenue beat, alongside an expanded share-repurchase authorization, are driving attention. Bulls point to strong growth and the results as support for the long-term story, while bears focus on the stocks struggle to hold its post-earnings gains and cite short pressure.

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

Attention centers on the FDAs November 22 decision on Capricors deramiocel for Duchenne muscular dystrophy, with the application focused on preserving upper-limb function. Traders are divided between optimism about approval and a possible short squeeze, and caution that the decision remains uncertain, especially after the earlier advisory committee vote; some also attribute the sharp swings to profit-taking and broader market weakness.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment includes To-Home businesses, which include Ele.me, local services and delivery platforms, and Taoxianda, and To-Destination segment businesses, which include Amap, the provider of mobile digital maps, navigation and real-time traffic information, and restaurant and local services guide platforms. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solutions. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba shares are under pressure amid concerns that alleged links to Megaspeed, a firm at the center of the Nvidia-Jensen Huang spy controversy, could expose the company to scrutiny or tighter U.S. restrictions on AI-chip access; the reported Alibaba connection remains unconfirmed. Traders debate whether the selloff is an overreaction and a buying opportunity or a sign of greater risks to Alibabas AI and cloud ambitions.

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

Reports of leadership turmoil and allegations involving Nvidia CEO Jensen Huang have fueled a broader AI-stock selloff, with traders saying SMCI is being dragged down because of its close Nvidia ties. The community is divided between dip-buyers pointing to AI demand and new AMD-powered servers, and bears worried about spillover from Nvidia and SMCIs own governance concerns.

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RKLB Vs. SPCX: Which Space Stock Has More Upside As Rocket Lab’s Iridium Deal Deepens Spectrum Feud?

Equity

SpaceX says Rocket Lab’s $8 billion Iridium takeover could give its spectrum rival more power to obstruct competitors.

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

RDW missed revenue estimates, while VOYG beat sales forecasts and added NASA work. 

RKLB’s Iridium Deal Draws Heat As Globalstar Echoes SpaceX Concerns — Rocket Lab Seeks Fast FCC Approval 

Globalstar warned that Rocket Lab’s supplier relationship could give it an incentive to favor Iridium at Globalstar’s expense.

Airwaves a Wireless Carrier Sold in August Are Now Part of a Satellite Operator's Mobile Plans

Airwaves a Wireless Carrier Sold in August Are Now Part of a Satellite Operator's Mobile Plans Airwaves a Wireless Carrier Sold in August Are Now Part of a Satellite Operator's Mobile PlansPR NewswireSAN FRANCISCO, Nov. 2, 2026 SAN FRANCISCO, Nov. 2, 2026 /PRNewswire/ -- Fly on Wall Street News...

SPCX, ASTS, RKLB Slide Overnight: Amazon Reaffirms 2026 Satellite Service Debut — Retail Weighs Competitive Threat 

Amazon’s Globalstar deal and upcoming direct-to-device network increase potential competition with ASTS.

Rocket Lab Is Buying Iridium, and Guess What? Iridium Just Beat Earnings!

Key PointsRocket Lab announced plans to buy Iridium Communications in June...

Solstar Space Demonstrates Space-to-Space Connectivity During NASA Proximity Operations Technology Demonstration Mission Relaying Data to Earth via Iridium Network

Solstar Space Demonstrates Space-to-Space Connectivity During NASA Proximity Operations Technology Demonstration Mission Relaying Data to Earth via Iridium Network Solstar Space Demonstrates Space-to-Space Connectivity During NASA Proximity Operations Technology Demonstration Mission Relaying Data...

Compared to Estimates, Iridium (IRDM) Q3 Earnings: A Look at Key Metrics

The headline numbers for Iridium (IRDM) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Iridium Communications (IRDM) Q3 Earnings and Revenues Surpass Estimates

Iridium (IRDM) delivered earnings and revenue surprises of +31.03% and +2.04%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Iridium Announces Third Quarter 2026 Results

Iridium Announces Third Quarter 2026 Results Iridium Announces Third Quarter 2026 ResultsPR NewswireMCLEAN, Va., Oct. 20, 2026 Completes acquisition of Aireon; Pending acquisition by Rocket Lab receives stockholder approvalMCLEAN, Va., Oct. 20, 2026 /PRNewswire/ -- Iridium Communications Inc...

• Reported GAAP EPS of $0.98 up 180.00% YoY
• Reported revenue of $245.73M up 8.28% YoY
• Iridium expects 2026 equipment revenue in line with 2025 and engineering and support service revenue higher in 2026 than 2025; EMSS fees are fixed at $110.5M per year for the remaining term.

Iridium reported operating income down 55% and SG&A up 111%, expects annual interest expense to increase approximately $23.3M at cap expiry, and cites SpaceX direct-to-device competition and related pricing pressures.

Iridium expanded commercial IoT subscribers and revenue, acquired full ownership of Aireon, the worlds only space-based ADS-B surveillance operator, and reported EMSS extension through March 2027 at the same contractual rate.

Iridium Communications, Inc. operates as a commercial provider of communications services offering true global coverage, connecting people, organizations and assets to and from anywhere, in real time. It offers its services to businesses, the U.S. and foreign governments, non-governmental organizations, and consumers via satellite network, which has an architecture of operational satellites with in-orbit spares and related ground infrastructure. Its products include personal communicators, messengers, and trackers, satellite phones, push-to-talk-devices, broadband terminals, midband terminals, external antennas, docking stations, apps, accessories and developer tools & resources. The company was founded in 2000 and is headquartered in McLean, VA.

Iridium Communications Inc

Neutral Sentiment

<ul class="summary-bullets"><li>Analyst targets imply about 78% upside for SPCX versus 59% for RKLB. Both carry an overall ‘Strong Buy’ rating.</li><li>SpaceX is separately seeking control of Grain Management’s 546 paired 800 MHz licenses.</li><li>Both companies already qualify for NASA’s VADR launch program.</li></ul>Rocket Lab (RKLB) says buying Iridium would boost competition. But <a class="mention" data-mention="$SPCX" data-symbol-id="SPCX" href="https://stocktwits.com/symbol/SPCX" target="_blank">SpaceX</a> (SPCX) says that the $8 billion deal could give a longtime spectrum rival more power to hold up competitors.The disagreement has brought a running dispute over shared airwaves into the FCC’s merger review. On Wall Street, analysts see gains ahead for both launch companies, with SpaceX leading on implied upside.<h2 class="st-heading-2">SpaceX Warns Of Stronger Spectrum Rival</h2>In a fresh regulatory filing on Monday, SpaceX accused Iridium of using procedural objections, exclusivity claims and coordination demands to restrict competing deployments.“While Iridium and Rocket Lab claim that their applications would promote competition, they ignore Iridium’s own long-standing efforts to stymie competitors seeking to provide service to millions of Americans,” SpaceX said. Its argument is that the resources Rocket Lab and Iridium present as a benefit could make those alleged practices more damaging.“The Commission must consider the real public harms from Iridium’s years-long anticompetitive campaign when considering the transaction applications,” SpaceX satellite policy associate Matthew Turk said.<h2 class="st-heading-2">Why Rocket Lab Wants Iridium</h2>Rocket Lab and Iridium said late last month that the spectrum disputes belong in separate proceedings. Neither SpaceX nor Ligado Networks had shown how the takeover would worsen them, they said.Rocket Lab has no mobile-satellite-service spectrum and no near-term independent route into Iridium’s market, the companies said. On that basis, “the transaction will not increase concentration or reduce competition in any market.”&nbsp;Iridium would bring more than 2.55 million subscribers and 66 operational satellites to Rocket Lab’s launch and manufacturing businesses. The companies say the deal would lower costs and speed up upgrades, including a constellation with 20 times as many beams per satellite, broader direct-to-device services and improved positioning, navigation and timing capabilities.Shareholders approved the deal in September. Closing is expected in 2027, subject to FCC consent and other conditions. The offer was announced at $54 per Iridium share, comprising $27 in cash and Rocket Lab stock.&nbsp;<h2 class="st-heading-2">SPCX Vs. RKLB: Which Stock Has More Upside?</h2>SpaceX’s average 12-month target of $255.06 implies 78% upside from current levels. Meanwhile, Rocket Lab’s $99.40 target implies 59% upside, according to Koyfin. Both have an overall ‘Strong Buy’ rating.<img src="https://news.stocktwits-cdn.com/rklb_spcx_11396ad4da.png" alt="rklb spcx.png">Rocket Lab’s 22 analysts include five at ‘Strong Buy’, 13 at ‘Buy’ and four at ‘Hold’, with no sell ratings. Targets range from $58 to $150, while shares have gained about 21% over the past year.On the other hand, SpaceX has eight ‘Strong Buy’, 24 ‘Buy’, six ‘Hold’ and two ‘Sell’ ratings from 40 analysts, with none at ‘Strong Sell’. Its targets range from $70 to $800, revealing a much wider spread of views on valuation.<h2 class="st-heading-2">Inside The Starlink-Iridium Spectrum Dispute</h2>The underlying fight concerns Starlink gateways, the ground stations connecting its satellites to terrestrial networks. Iridium says some proposed operations could interfere with its own links in the shared Ka-band spectrum.After the FCC authorized additional operations with interference safeguards in January, Iridium challenged a Bastrop, Texas, gateway application in May. SpaceX countered in June and July, claiming the FCC had already rejected Iridium’s petitions 18 times.“Iridium has no interest in impeding SpaceX’s business plans,” regulatory executive Kara Azocar said in August, citing progress in talks. Five days later, Iridium said simulations still showed excessive interference.SpaceX brought the issue into the merger review on August 27, alleging more than 50 Iridium petitions over eight months. It also stated: “SpaceX does not oppose the transaction.”<h2 class="st-heading-2">Globalstar Flags A Separate Conflict-Of-Interest Concern</h2>Ligado raised similar competition concerns in October, accusing Iridium of delaying rival services, including its planned SkyTerra Next offering with AST SpaceMobile.Globalstar focused on Rocket Lab’s role as its supplier. Rocket Lab provides satellite buses through MDA Space, along with software and operational capabilities. Globalstar warned that access to its designs and schedules could create conflicts after Rocket Lab buys Iridium. It does not oppose the acquisition.“The Commission should require the applicants to address these specific risks rather than relying on Iridium’s general claims that integration is beneficial,” Globalstar said.&nbsp;<h2 class="st-heading-2">SpaceX Is Expanding Its Spectrum Footprint</h2>On Tuesday, the FCC accepted applications for Starlink Spectrum Holdings to acquire control of Grain Management’s 546 paired 800 MHz licenses. The licenses cover up to 14 MHz across 3,224 counties, with a footprint reaching nearly the entire U.S. population. The applicants put SpaceX’s total spectrum holdings after the purchase at up to 89 MHz in each relevant area.The transfer still needs approval. Comments and petitions are due Dec.1, with oppositions due Dec.8. Deployment conditions from Grain’s earlier T-Mobile purchase would carry over to SpaceX.These frequencies are separate from the Ka-band dispute. SpaceX plans to use them in a network combining satellites and ground infrastructure, including better indoor coverage.<h2 class="st-heading-2">Rivals Compete For NASA Launch Work&nbsp;</h2>Both companies are among 13 eligible providers under NASA’s VADR program for smaller science and technology launches. NASA opened a round on Tuesday to add providers and capabilities, with proposals due Dec.10.&nbsp;Rocket Lab is also challenging NASA’s September selection of Blue Origin for the Mars Telecommunications Network, worth up to about $700 million. The communications orbiter is due for delivery by the end of 2028, with operations expected by 2030.“NASA’s award decision appears to be inconsistent with the eligibility criteria mandated by Congress,” Rocket Lab said, questioning eligibility and NASA’s technical evaluation. Blue Origin defended the selection and warned that delays could threaten the launch schedule. A Government Accountability Office decision is due Dec.21.<h2 class="st-heading-2">How Do Retail Traders Feel About RKLB And SPCX?</h2>On Stocktwits, RKLB sentiment swung to ‘extremely bullish’ from ‘bearish’ a week ago amid ‘high’ message volume, while SPCX climbed to ‘bullish’ from ‘neutral’ amid ‘normal’ volume.&nbsp;One user&nbsp;<a href="https://stocktwits.com/tradehivex/message/668750659">said</a>, “$RKLB This. Is. Primed. A close above 62.50 shoots this to high 70's”<stembedurl>https://stocktwits.com/tradehivex/message/668750659</stembedurl>Another user liked the prospects but&nbsp;<a href="https://stocktwits.com/earnit_saveit_investit/message/668746388">questioned</a> the price. “I like the potential of this company being #2 to SpaceX, but I think it’s a little pricey right now,” they said.<stembedurl>https://stocktwits.com/earnit_saveit_investit/message/668746388</stembedurl>For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/michael-burry-nvidia-outlook-stock-picks-2026-meli/cNGD7sxR9Jk">Michael Burry Says Nvidia Could Be ‘A Heck Of A Trade’ — But His Biggest Bets Are Elsewhere&nbsp;</a>

SpaceX Starship Flight 14 launches from its launch pad at Boca Chica Beach on September 28, 2026 in Boca Chica Beach, Texas. (Photo by Brandon Bell/Getty Images)

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Space stocks are some of investors' highest conviction plays for the next five years. Which are you most bullish on - SpaceX ($SPCX), Rocket Lab ($RKLB), AST SpaceMobile ($ASTS), or Planet Labs ($PL)? Drop a comment for other tickers.

Which space stock are you most bullish on for the next 5 years? 
 
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