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SpaceX engineers reusable launch vehicles and the Starlink satellite constellation for global broadband. Their focus on rapid reusability and vertical integration drives down launch costs and accelerates space access.

SpaceX PreStocks

Social media platforms are seeing a surge in speculative chatter as investors debate the legitimacy of tokenized pre-IPO assets, with many users warning of potential scams while others track news regarding a long-rumored SpaceX public offering. Community members are actively analyzing the aerospace sector, focusing on the potential impact of a high-profile IPO and debating whether current market excitement reflects genuine valuation or a bubble driven by retail FOMO.

Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Premium Income ETF

Goldman Sachs ETF Trust - Goldman Sachs Nasdaq 100 Core Premium Income ETF

Investors are actively comparing GPIQ against established Nasdaq-100 income competitors like JEPQ and QQQI, with community debate centered on NAV stability, tax efficiency, and total return performance. The stock is trending as participants weigh its potential for growth and monthly cash flow against other derivative income strategies for long-term portfolio building.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

CorMedix is trending due to positive Phase III ReSPECT trial results for its antifungal drug REZZAYO, which met primary endpoints and signals potential expansion into a significant new market. Investors are actively debating the commercial timeline for this new indication, while monitoring the ongoing adoption of its primary product, DefenCath, within major dialysis organizations.

Evolution Metals & Technologies Corp. engages in developing a global supply chain for critical minerals and materials. It focuses on automotive, renewable energy, and military and defense sectors. The company is headquartered in West Palm Beach, FL.

Evolution Metals & Technologies Corp.

Evolution Metals & Technologies Corp. Common Stock

Evolution Metals & Technologies Corp. (EMAT) is gaining significant traction among investors who are actively discussing its potential to benefit from domestic supply chain reshoring and a strategic focus on metals-tech integration. The community sentiment is polarized between those viewing it as a resilient, long-term play in a volatile metals market and skeptics who are cautious about low-volume trading patterns, bot activity, and the inherent risks associated with its recent deSPAC transition.

ACADIA Pharmaceuticals, Inc. engages in the development and commercialization of medicines for central nervous system disorders. Its products include Nuplazid, which is used for the treatment of hallucinations and delusions associated with Parkinson's disease psychosis. The company was founded by Mark R. Brann on July 16, 1993 and is headquartered in San Diego, CA.

Acadia Pharmaceuticals Inc

Acadia Pharmaceuticals is trending as investors focus on strong commercial momentum from its core drugs, Nuplazid and Daybue, while anticipating upcoming Phase 3 trial results for its PWS pipeline program. The community is actively discussing the stock's valuation relative to its revenue growth and potential as a target for strategic M&A within the biotech sector.

Fresenius Medical Care AG engages in the provision of products and services for individuals with renal diseases. It operates through the Care Enablement and Care Delivery segments. The Care Enablement segment is involved in the healthcare products business including research and development, manufacturing, supply chain, and commercial operations as well as supporting functions, such as regulatory and quality management. The Care Delivery segment focuses on the health care services for the treatment of CKD, ESRD, and other extracorporeal therapies, including value and risk-based care programs. The company was founded on August 5, 1996 and is headquartered in Bad Homburg, Germany.

Fresenius Medical Care AG - ADR

Fresenius Medical Care AG & Co. KGAA

Fresenius Medical Care is trending as investors monitor the company's progress with its DefenCath infection-prevention initiative, which the community highlights for its potential to improve patient outcomes and drive operating efficiency. Discussions are heavily focused on the company's role as a major player in the dialysis sector and how its operational strategies, including potential acquisitions and cost-saving measures, may influence its long-term market position.

Modine Manufacturing Co. engages in the provision of thermal management products and solutions. It operates through the Climate Solutions and Performance Technologies business segments. The Climate Solutions segment provides climate-controlled solutions and components, heat transfer products, heating, ventilating, air conditioning and refrigeration products, and data center cooling solutions. The Performance Technologies segment designs and manufactures air- and liquid-cooled technology for vehicular, stationary power, and industrial applications. In addition, the Performance Technologies segment provides thermal solutions to zero-emission and hybrid commercial vehicle and automotive customers, and coating products and application services. The company was founded by Arthur B. Modine on June 23, 1916 and is headquartered in Racine, WI.

Modine Manufacturing Co.

Modine Manufacturing is capturing intense investor attention as it positions itself as a pure-play leader in data center thermal management, a critical infrastructure bottleneck for the surging AI and hyperscale compute sector. The community is actively debating the company's valuation against its aggressive growth targets and upcoming spinoff, with many tracking it alongside industry peers as a key play on physical AI infrastructure.

Vishay Intertechnology, Inc. engages in the manufacture and distribution of discrete semiconductors and passive electronic components. It operates through the following segments: MOSFET (metal oxide semiconductor field-effect transistor), Diodes, Optoelectronic Components, Resistors, Inductors, and Capacitors. The MOSFET segment offers semiconductors which function as solid state switches to control power. The Diodes segment produces semiconductors which route, regulate, and block radio frequency, analog, and power signals, protect systems from surges or electrostatic discharge damage, and provide electromagnetic interference filtering. The Optoelectronic Components segment includes components that emit light, detect light, or do both. The Resistors and Inductors segment deals with components that impede electric current. The Capacitors segment provides components which store energy and discharge it when needed. The company was founded by Felix Zandman in 1962 and is headquartered in Malvern, PA.

Vishay Intertechnology, Inc.

Vishay Intertechnology is attracting significant investor interest as a foundational semiconductor recovery play, driven by robust call option activity and its strategic positioning in high-growth infrastructure sectors like smart home sensing and grid modernization. The community is actively discussing its potential for structural growth as the company transitions from low-volatility accumulation into a more active trend phase, buoyed by expanding volume and key component demand.

Tidal Trust II - Nicholas Crypto Income ETF

BLOX is currently attracting interest as investors navigate high-yield crypto income ETFs, with community members actively comparing its distribution performance against other similar funds like MSTY, BTCI, and MAGY. Many participants are focused on a "buy the dip" strategy and weekly dividend reinvestment, banking on long-term appreciation in the crypto market.

Workday, Inc. engages in the provision of development of enterprise cloud applications for finance and human resources. It delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday is trending as investors debate the impact of AI on enterprise SaaS, with community members weighing in on recent leadership changes and whether AI disruption fears are overblown given the company's resilient role in HR and finance workflows. The stock remains a focal point for institutional capital and trader sentiment as participants track whether its current valuation offers a recovery opportunity amid broader software sector volatility.

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<ul class="summary-bullets"><li>Brock said the “core plus strategic growth” plan is “working,” making Ondas a global platform for unmanned and autonomous systems.&nbsp;</li><li>The company reported a more than tenfold increase in Q1 revenue.&nbsp;</li><li>Ondas raised its 2026 outlook and ended Q1 with&nbsp; $1.48 billion in cash and cash equivalents.</li></ul>Ondas (ONDS) has&nbsp;drawn intense attention as the stock eyes its best week in four months, fueled by a blowout fiscal first-quarter (Q1) earnings report that seeks to reframe the&nbsp;AI-powered autonomous drone systems developer’s&nbsp;growth prospects.&nbsp;<h2 class="st-heading-2">CEO Touts ONDS’ Growth Model&nbsp;</h2>During the Q1 earnings call, Ondas Chairman and CEO Eric Brock said&nbsp;the company’s strategy now spans air, ground, and stratospheric technologies tied to defense, security, and infrastructure markets.“Our plan is working. Over the past year, we laid out a clear core plus strategic growth strategy to build Ondas into a scaled global operating platform for unmanned and autonomous systems serving defense, security, industrial, and critical infrastructure markets,” said Brock.Brock said Ondas is growing by acquiring companies, developing new products, and expanding into global markets. He explained the company’s strategy as a “systems of systems” approach, in which it develops technology in-house and acquires other businesses to strengthen its defense and industrial capabilities.Wednesday was Ondas’ best day in 2026, with the stock rallying over 26%. At the time of writing, the stock pared gains and traded over 1% lower overnight.&nbsp;<h2 class="st-heading-2">Ondas’ Operational Performance And Profitability</h2>Brock explained that revenue growth in Q1 was fueled by strong demand for counter-unmanned aircraft systems and defense-related technologies, including contributions from Sentrycs Cyber-over-RF platforms and Iron Drone interceptor systems.&nbsp;The company experienced explosive growth in Q1, with revenue of $50.1 million, marking a more than tenfold increase from last year. The company also reached a key operational milestone as its product divisions achieved adjusted EBITDA profitability during Q1, approximately six months ahead of internal targets.Ondas also increased its full-year 2026 revenue forecast to at least $390 million, reflecting a 670% year-on-year increase.As of the end of Q1, the company held approximately $1.48 billion in cash and cash equivalents, providing flexibility to fund growth, pursue additional acquisitions, and advance its Core + Strategic Growth Program.<h2 class="st-heading-2">What Are ONDS Retail Traders Saying</h2>On Stocktwits, retail sentiment around the stock turned to ‘extremely bullish’ from ‘bullish’ territory the previous day, with a 331% surge in message volume in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_15_001330_png_616fa4c999.webp" alt="ONDS’s Sentiment Meter and Message Volume as of 23:45 p.m. ET on May. 14, 2026 | Source: Stocktwits" width="922" height="99"><figcaption>ONDS’s Sentiment Meter and Message Volume as of 23:45 p.m. ET on May. 14, 2026 | Source: Stocktwits</figcaption></figure>A user&nbsp;<a href="https://stocktwits.com/TheCatMarmee/message/653466905">said</a>, “I hope the earnings momentum does not go waste. Let’s take a run at the 52 week high. It’s one thing to get orders, it’s another thing to execute them and show in results.”Another user&nbsp;<a href="https://stocktwits.com/JDInvests20/message/653460682">quipped</a>, “Remember.. last big run… it went from 8-15 in 10 trading days.. this move could be bigger with the short interest.”ONDS stock has gained over 14% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/hd-lulu-tme-stocks-hit-52-week-lows-today-what-s-dragging-them/cZXlji5ReSA">HD, LULU, TME Stocks Hit 52-Week Lows Today: What's Dragging Them?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Ondas Holdings logo is seen displayed on a smartphone screen.

Ondas Stock Eyes Best Week In 4 Months: CEO Says 'Our Plan Is Working' 

Ondas Chairman and CEO Eric Brock said the company’s strategy now spans air, ground, and stratospheric technologies. 

Equity

Ondas Chairman and CEO Eric Brock said the company’s strategy now spans air, ground, and stratospheric technologies. 


<ul class="summary-bullets"><li>BlackRock reported holding more than 9.3 million Ondas shares, valued at about $84 million.</li><li>J.P. Morgan and Cetera Investment Advisers also established a sizable stake.</li><li>Ondas’ backlog, boosted by Mistral and World View, reached about $457 million by the end of Q1.&nbsp;</li></ul>Ondas (ONDS) stock gained overnight as the company heads into its fiscal first-quarter (Q1) earnings on Thursday with growing attention from major institutional investors.&nbsp;Recent regulatory filings showed substantial buying activity from firms including BlackRock, JPMorgan, and Cetera Investment Advisers.<h2 class="st-heading-2">BlackRock, J.P. Morgan&nbsp;Ownership A Major Boost For ONDS&nbsp;</h2>Among the newly reported positions, BlackRock disclosed ownership of more than 9.3 million shares, valued at roughly $84 million as of Ondas’ closing price on Wednesday. The investment signals a notable endorsement from one of the world’s biggest asset managers.J.P. Morgan also established a sizable stake by purchasing nearly 7 million shares, with the holding carrying an estimated market value of approximately $56.6 million.&nbsp;Cetera Investment Advisers also aggressively expanded its position, increasing its holdings to more than 700,000 shares.<a href="https://stocktwits.com/symbol/ONDShttps://stocktwits.com/symbol/ONDS">Ondas’ stock</a> traded over 2% higher overnight, heading into Thursday.&nbsp;<h2 class="st-heading-2">ONDS’ Backlog Expansion Draws Investor Attention</h2>Analysts see a Q1 revenue of $39.36 million with a loss per share of $0.06, according to Fiscal AI data against Ondas’ target of between $38 million and $40 million, representing year-over-year growth of 820%.One of the largest focal points heading into the report is the company’s growing order backlog. Ondas stated that its combined pipeline, including contributions from recently added Mistral and World View businesses, stood near $457 million at the end of Q1.The Mistral acquisition alone accounted for approximately $264 million of that figure. The company has continued expanding its defense-related operations through engineering, surveillance and autonomous systems projects.<h2 class="st-heading-2">What Are ONDS’ Retail Traders Saying?&nbsp;</h2>On Stocktwits, retail sentiment around the stock turned to ‘bullish’ from ‘neutral’ territory the previous day.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_14_021525_png_19cec0c561.webp" alt="ONDS’s Sentiment Meter and Message Volume as of 02:00 a.m. ET on May. 14, 2026 | Source: Stocktwits" width="928" height="100"><figcaption>ONDS’s Sentiment Meter and Message Volume as of 02:00 a.m. ET on May. 14, 2026 | Source: Stocktwits</figcaption></figure>A user&nbsp;<a href="https://stocktwits.com/moneytrader2017/message/653308382">said</a>, “I’m thinking there’s some new contracts going to be released in the ER. No way any company moves their ER to morning without explosive news and numbers! Could get wild very quickly especially, if shorts are covering on unexpected government contracts.”Another user&nbsp;<a href="https://stocktwits.com/sninvestor/message/653308474">said</a>, “Don't forget that Ondas is investing in the ecosystem.&nbsp; Buying Onds is buying the industry!”A bullish user&nbsp;<a href="https://stocktwits.com/TheDenniSystem/message/653308282">remarked</a>, “I’ve been here for a year and Eric Brock has not had a weak guidance yet so I anticipate a very strong one tomorrow on par and maybe even a birdie.”ONDS stock has declined by over 9% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rumble-stock-extends-rally-northern-data-tender-offer-nears-final-stage-pushing-major-ai-pivot/cZX1L5JRe1T">Rumble Stock Extends Rally: Northern Data Tender Offer Nears Final Stage, Pushing Major AI Pivot</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Ondas Holdings Inc. (Photo illustration by Cheng Xin/Getty Images)

Ondas Stock Gains Overnight: Institutional Stakes Surge Ahead Of Q1 Earnings,   Retail Traders Expect A 'Wild' Day 

Ondas sees Q1 revenue between $38 million and $40 million, against the Street estimate of $39.36 million. 

<ul class="summary-bullets"><li>The contract falls under the Army’s LASSO program, which develops small, portable weapons for quick battlefield use.&nbsp;</li><li>The Switchblade 400 is a portable, medium-range weapon built to target armored threats.&nbsp;</li><li>The Trump administration is planning to heavily invest in drones and anti-drone systems.&nbsp;</li></ul>AeroVironment&nbsp; (AVAV) stock looks to reverse two consecutive sessions of loss as the defense tech provider bagged a new prototype agreement with the U.S. Army aimed at modernizing battlefield capabilities.&nbsp;The agreement, announced Monday, focuses on adding the Switchblade 400 to a military upgrade program. The goal is to create fast, accurate, and easy-to-move strike systems for use in difficult battlefield conditions.&nbsp;<h2 class="st-heading-2">AVAV’s Army Award And Battlefield Role</h2>The contract is part of the Army’s Low-Altitude Stalking and Strike Ordnance (LASSO) program, which focuses on small, easy-to-carry weapons that can be quickly used in the field.&nbsp;This selection positions the Switchblade 400 as a key asset in advancing AI-enabled targeting and modular battlefield integration for U.S. forces operating in contested zones.The Switchblade 400 is a medium-range, man-portable loitering munition designed for anti-armor missions. According to the company, it supports the Army’s goal of shortening the sensor-to-shooter timeline by allowing individual soldiers to detect, identify, and engage targets through a unified digital network.&nbsp;“Being selected under the LASSO program positions AV as a long-term partner to the Army as it modernizes its loitering munition capabilities, from development and testing through production, fielding, and continuous capability evolution.”<a href="https://stocktwits.com/symbol/AVAV">AeroVironment stock</a> edged 0.02% higher in Tuesday’s premarket.&nbsp;<h2 class="st-heading-2">Government’s Defense Spending Shift Benefits AVAV&nbsp;</h2>The latest award follows increased Pentagon spending on asymmetric warfare technologies aimed at improving battlefield flexibility.&nbsp;The U.S. government wants to sharply raise military spending to about $1.5 trillion, which is 42% more than before. The aim is to update the military and get it ready for future kinds of war.The proposal also puts strong emphasis on drones and anti-drone systems, with over $74 billion allocated. This is the biggest investment ever in unmanned military technology.In April, AeroVironment expanded its role in U.S. defense across land, sea, and air with several new contracts and technology demonstrations.The U.S. Navy selected the company’s JUMP 20-X drones for ship-based surveillance and intelligence missions. The U.S. Air Force also awarded a $25 million contract to develop wearable technology. Meanwhile, the U.S. Army placed a $14.6 million order for VAPOR unmanned aircraft to support medium-range reconnaissance missions.<h2 class="st-heading-2">AVAV Retail Traders View&nbsp;</h2>On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory while message volume surged 800% over a period of 24 hours.&nbsp;A Stocktwits user&nbsp;<a href="https://stocktwits.com/Hanami/message/652190970">said</a> Aerovironment “is the future of combat Worldwide!.”Another user&nbsp;<a href="https://stocktwits.com/Farmersattic/message/652204527">said</a>, “This order from the army is just the beginning.”AVAV stock has declined by over 25% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/duol-stock-plummets-overnight-ceo-bets-big-on-ai-ambitions/cZQwYHlReB7">DUOL Stock Plummets Overnight Even As CEO Bets Big On AI Ambitions</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the AeroVironment logo is seen displayed on a smartphone screen.

AVAV Stock Looks To Snap 2-Day Losing Streak On New Army Deal Amid Pentagon’s Drone Spending Surge

The deal adds the Switchblade 400 to a military upgrade program.

<ul class="summary-bullets"><li>Rocket Lab’s HASTE suborbital vehicle supports U.S. Department of Defense hypersonic testing and evaluation.</li><li>The company announced on X that payload integration for its multi-satellite “Kakushin Rising” mission is complete at Launch Complex 1.&nbsp;</li><li>Stifel raised its price target to $105 from $90 while maintaining a ‘Buy’ rating.</li></ul>Rocket Lab USA Inc. (RKLB) edged higher in&nbsp;Tuesday's&nbsp;premarket as the company gears up for a busy week in space, with two scheduled missions involving its Electron rocket, one for the “Bubbles” (HASTE) program and another dedicated flight for the Japan Aerospace Exploration Agency (JAXA).&nbsp;Rocket Lab’s HASTE (Hypersonic Accelerator Suborbital Test Electron) is a suborbital launch vehicle developed to support the U.S. Department of Defense by speeding up hypersonic technology testing and evaluation.&nbsp;The “Bubbles” is set to launch on April 21.&nbsp;<h2 class="st-heading-2">RKLB Completes Final Preparations At Launch Complex 1</h2>In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/RocketLab/status/2046330672965636195">post</a> on X platform on Monday, the company said it has completed payload integration for an upcoming multi-satellite deployment from its Launch Complex 1 site.&nbsp;The mission, named “Kakushin Rising,” is scheduled to lift off no earlier than April 23, according to the company website. Rocket Lab confirmed that integration and encapsulation of all payloads have been finalized ahead of liftoff.&nbsp;The mission will carry eight separate spacecraft aboard the Electron rocket, marking another milestone in the company’s ongoing partnership with JAXA’s Innovative Satellite Technology Demonstration Program.&nbsp;Rocket Lab said the payload processing phase has now concluded as it prepares for countdown operations. The diverse set of satellites includes student-focused small satellites, an ocean-monitoring spacecraft, and a demonstration satellite featuring ultra-compact multispectral imaging technology.&nbsp;The mission also includes an experimental deployable antenna designed using origami-inspired folding techniques, capable of expanding up to 25 times its stowed size once in orbit.<h2 class="st-heading-2">Stifel Reaffirms Strong Outlook</h2>On Monday, Stifel raised its price target to $105 from $90 while maintaining a ‘Buy’ rating, according to TheFly.The update follows meetings between analysts and Rocket Lab’s leadership team during the 41st annual Space Symposium. Stifel highlighted increased confidence in Rocket Lab’s long-term trajectory, describing the company as a vertically integrated space systems provider with a broadening pipeline of commercial and government opportunities.&nbsp;The firm emphasized that it has “high conviction in the name”. In an&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/rocket-lab-vs-space-x-rklb-ceo-says-they-are-two-very-separate-companies/cZJvlr4RID0">interview</a> with Stocktwits on April 16, Rocket Lab CEO Peter Beck said the company is concentrating on developing a space ecosystem.&nbsp;“We're building a long-term, multi-generational, sustainable space business that is not just directed on one thing, where it's diversified across a complete portfolio of projects and systems and everything else,” Beck said.&nbsp;<h2 class="st-heading-2">What Are Retail Traders Saying?&nbsp;</h2>On Stocktwits, retail sentiment around the stock turned to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume shot up 334% over a 24-hour period.&nbsp;A bullish Stocktwits user&nbsp;<a href="https://stocktwits.com/volksflier/message/650845269">said</a> “Seems like a Rocket Lab Gauss engine would save the day and provide satleite propulsion back into a more optimal, viable inclination, altitude, and orbit preference in the event of a mis-launch/release as occurred with ASTS failed orbit attempt?”<stembedurl>https://stocktwits.com/volksflier/message/650845269</stembedurl>Another user remarked, “sell shovels during a gold rush”.<stembedurl>https://stocktwits.com/Willd123/message/650855244</stembedurl>RKLB stock has gained over 28% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/qxo-stock-trims-losses-overnight-wall-street-sees-top-build-deal-driving-50-b-annual-revenue-picks-next-potential-target/cZBI9d4RICB">QXO Stock Trims Losses Overnight: Wall Street Sees TopBuild Deal Driving $50B Annual Revenue, Picks Next Potential Target</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Rocket Lab USA Inc.

RKLB Stock Eyes Fifth Day Of Gains Ahead Of Dual Electron Launches 

The company readies its Electron launch vehicle for the “Bubbles” (HASTE) and Kakushin Rising missions. 

<ul class="summary-bullets"><li>Rocket Lab CEO Peter Beck positioned Rocket Lab as a diversified space infrastructure provider rather than a pure launch competitor.</li><li>He said the company is expanding across launch, satellite systems, and in-orbit services to build a broader business model.</li><li>Rocket Lab unveiled its ‘Gauss’ propulsion system earlier this week to address growing satellite constellation demand.</li></ul>Rocket Lab Corp. (RKLB) CEO Peter Beck said Thursday the company is not a direct competitor to SpaceX, describing the two businesses as “very separate” in focus and strategy.“We have two very separate companies doing separate things,” he told Stocktwits in an <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://youtu.be/DYQmsRRzK4E">exclusive interview</a>. “If you want a completely direct answer, I mean, nobody does small launch better than us.”&nbsp;According to Beck, one of the key differences between SpaceX and Rocket Lab is that the former is focused on providing services from orbit, whereas Rocket Lab is looking to build a complete portfolio of projects.<blockquote>So we sell the picks and shovels for everybody else to mine their gold. And also, ultimately, we'll own our own gold mine as well.– Peter Beck, Chief Executive Officer, Rocket Lab Corp.</blockquote><h2 class="st-heading-2">Rocket Lab’s Strategy Focuses On Building A Full Space Ecosystem</h2>Beck said that there is a “big market opportunity” in having a larger focus and providing tools so that others can launch their missions successfully.&nbsp;“What we're trying to do here is obviously have our own clear path in those services in orbit, but along the way, provide for everybody else,” he told Stocktwits. “We're building a long-term, multi-generational, sustainable space business that is not just directed on one thing, where it's diversified across a complete portfolio of projects and systems and everything else.”<h2 class="st-heading-2">How Are Retail Traders Feeling About RKLB Stock?</h2><a href="https://stocktwits.com/symbol/RKLB">RKLB’s stock</a> rose more than 8% at market open, while retail sentiment around the company improved to ‘bullish’ from ‘neutral’ territory over the past day. Chatter stayed at ‘normal’ levels.&nbsp; Retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/SPACEX">SpaceX</a>, which is not publicly listed yet, trended in ‘bearish’ territory over the past day.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_16_084931_png_1036ea1e41.webp" alt="Screenshot 2026-04-16 084931.png" width="1257" height="149"><figcaption>RKLB retail sentiment and message volume on April 16 as of 9:40 a.m. ET | Source: Stocktwits</figcaption></figure>The uptick in sentiment around RKLB’s stock came after Rocket Lab&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/inside-rocket-labs-gauss-thruster-retail-sees-spacex-lite-in-the-making/cZJqanwRIvc">announced</a> a new electric satellite propulsion system on Wednesday, called ‘Gauss’, designed to fulfill growing constellation demand in commercial and national security space missions.&nbsp;Retail traders on Stocktwits called Rocket Lab “SpaceX Lite” and forecast that RKLB’s stock could see a boost from the SpaceX initial public offering (IPO), expected in the summer.<stembedurl>https://www.stocktwits.com/ryanap96/message/650434861</stembedurl><stembedurl>https://stocktwits.com/StockQuoteOfficial/message/650209829</stembedurl>RKLB’s stock has gained over 4% year-to-date and more than quadrupled in value over the past 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/default/6/arthur-hayes-calls-market-a-no-trade-zone-amid-us-iran-tensions/cZJvSWwRIDa">Arthur Hayes Calls Market A ‘No Trade Zone’ Amid US-Iran Tensions – Maps Out Four War Outcomes For Bitcoin</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

RocketLab CEO, Peter Beck poses for a portrait at the company's Auckland headquarters on June 10, 2015 in Auckland, New Zealand. (Photo by Phil Walter/Getty Images)

EXCLUSIVE: Rocket Lab Vs. Space X – ‘Nobody Does Small Launch Better Than Us,’ Says RKLB CEO Peter Beck

In an exclusive interview with Stocktwits, Rocket Lab CEO Peter Beck said the company is “very separate” from SpaceX, citing differences in strategy and market focus.

Rocket Lab Vs. SpaceX – RKLB CEO Says They Are Two ‘Very Separate’ Companies 

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In an exclusive interview with Stocktwits, Rocket Lab CEO Peter Beck said the company is “very separate” from SpaceX, citing differences in strategy and market focus.


<ul class="summary-bullets"><li>On April 8, Michael Burry raised concerns about Palantir, citing the rapid expansion of AI firm Anthropic.</li><li>On Friday, President Donald Trump publicly supported Palantir on social media.</li><li>Retail sentiment on Stocktwits remained ‘extremely bullish’ on the stock.&nbsp;</li></ul>Palantir Technologies Inc. (PLTR) is drawing increased attention after the stock swung sharply last week amid a heated debate over the company’s future in artificial intelligence, rattling investor confidence.&nbsp;The stock tumbled by more than 13% last week before attempting to regain its footing, reflecting growing uncertainty about whether its model can withstand rapid changes driven by generative AI competitors.<a href="https://stocktwits.com/symbol/PLTR">Palantir stock</a> traded over 1% higher in Monday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_13_073628_png_f30bb011de.webp" alt="PLTR’s Sentiment Meter and Message Volume as of 07:30 a.m. ET on Apr.13, 2026 | Source: Stocktwits" width="928" height="100"><figcaption>PLTR’s Sentiment Meter and Message Volume as of 07:30 a.m. ET on Apr.13, 2026 | Source: Stocktwits</figcaption></figure>The stock saw a 117% increase in message volume over a 24-hour period.&nbsp;<h2 class="st-heading-2">Palantir’s Bear Case Gains Traction</h2>On April 8,&nbsp;‘The Big Short’ investor Michael Burry expressed concerns about Palantir while highlighting the explosive growth of AI startup Anthropic among businesses.&nbsp;He pointed to Anthropic’s rapid expansion, claiming its annual recurring revenue (ARR) jumped from $9 billion to $30 billion in only a matter of months, driven by accessible and cost-efficient AI products, while Palantir built roughly $5 billion in ARR over two decades.In February, Burry had indicated that Palantir may be forming a head-and-shoulders topping pattern, a technical setup often seen as a potential signal that an uptrend is weakening.<h2 class="st-heading-2">Trump’s Support Adds Complexity</h2>In a surprising move, President Donald Trump took to social media on Friday and&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://truthsocial.com/@realDonaldTrump/posts/116380894672815869">backed</a> Palantir, praising its defense-related capabilities and urging confidence in its technology.&nbsp;“Palantir Technologies (PLTR) has proven to have great war-fighting capabilities and equipment. Just ask our enemies!!!”, said Trump.&nbsp;In March, Palantir&nbsp; CEO Alex Karp emphasized the growing impact of the company’s AI systems in military operations, pointing to their use in U.S. actions in the Middle East involving Iran. He stated that the company enables more precise and targeted missions, adding that it could support high-risk operations previously considered unfeasible.<h2 class="st-heading-2">What Are Retail Traders Saying?&nbsp;</h2>A Stocktwits user said Palantir is an “oversold value play stock”.&nbsp;<stembedurl>https://stocktwits.com/Ga_dog/message/650094991</stembedurl>Another user questioned Trump’s endorsement right before the talks with Iran fell through, reigniting the possibility of a prolonged war in the Middle East.&nbsp;<stembedurl>https://stocktwits.com/nathan_parker/message/650091669</stembedurl>PLTR stock has declined by over 27% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/netflix-q1-rally-outpaces-2025-growth-earnings-this-week-justify-the-run-up/cZJFwaeRIMU">Netflix’s Q1 Rally Outpaces 2025 Growth – Will Earnings This Week Justify The Run-Up?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Palantir Technologies, with the company's circular emblem visible in the background, on July 30, 2025, in Chongqing, China. 

PLTR Stock Faces Split Narrative: Retail Bulls Hold Firm As Burry Sounds Alarm, Trump Signals Support

The stock fell more than 13% last week before attempting a recovery, as investors grew unsure whether its business model can keep pace with fast-moving generative AI rivals.

Beyond Defense: Drone ETFs Flying High Amid the Middle East Crisis 

Drone-focused ETFs like JEDI gain traction as the Middle East conflict boosts demand for UAV makers, highlighting a shift in defense investing strategies. 

<ul class="summary-bullets"><li>Karp said new technology enables militaries to operate with greater precision, speed, and coordination across domains.</li><li>He noted that Palantir’s products can convert existing systems into modernized networks.&nbsp;</li><li>The Palantir CEO also underscored the United States’ central role in advancing AI technology.</li></ul>Palantir Technologies Inc. CEO Alex Karp highlighted the transformative role of the company's AI platforms in modern warfare, particularly in the United States' war against Iran in the Middle East.&nbsp;During an interview with CNBC on Thursday, he emphasized that technology improvements allow military forces to operate with unprecedented precision, speed, and coordination across multiple domains.&nbsp;<h2 class="st-heading-2">Enhanced Targeting And Coordination</h2>Karp explained that tools like Palantir’s (PLTR) Project Maven form an important part of these capabilities.<blockquote>“The fact that you can now target more precisely, quickly, and accurately, and organize the total power of our fleet and resources and bring it to bear against adversaries has shifted the way war is fought, and I have read that Palantir’s project maven is the core backbone of that.”-Alex Karp, CEO, Palantir</blockquote><a href="https://stocktwits.com/symbol/PLTR">Palantir stock</a> traded 1% higher by Thursday mid-morning. On Stocktwits, retail sentiment around the stock flipped to ‘bullish’ from ‘neutral’ territory the previous day. Message volume shifted to ‘high’ from ‘normal’ levels in 24 hours.&nbsp;He added that if Palantir’s products help carry out more precise operations with clear objectives, the company’s defense opportunity could grow beyond replacing old software to supporting missions that were previously considered too risky.“The most important thing is our adversaries and enemies are witnessing an ability to fight that they don’t have,” added Karp.&nbsp;<h2 class="st-heading-2">Palantir Helps Build a Connected Infrastructure&nbsp;</h2>Karp pointed out that Palantir’s platforms can coordinate complex infrastructure in commercial and government settings, linking hospitals, aircraft, engines, and missile systems. The AI-driven approach transforms existing systems into integrated, modernized networks capable of rapid response and efficient resource management.He underscored the United States’ central role in advancing AI technology, emphasizing that American innovation is shaping both defense and commercial sectors. “America is the center of the AI revolution,” he said, highlighting the growing global influence of Palantir’s platforms in strategic operations.PLTR stock gained over 84% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sls-stock-in-spotlight-first-aml-patient-enrolled-in-phase-2-leukemia-trial/cZduE6RRI9L">SLS Stock In Spotlight: First AML Patient Enrolled In Phase 2 Leukemia Trial</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Palantir Co-founder and CEO Alex Karp speaks onstage during the 2025 New York Times Dealbook Summit at Jazz at Lincoln Center.

Palantir CEO Alex Karp Highlights Faster, More Precise Warfare Enabled By AI Platforms Against Iran

Karp explained that tools like Palantir’s Project Maven form an important part of a more advanced defense capabilities.

<ul class="summary-bullets"><li>The decision disclosed during the company’s third-quarter earnings call will allow the Space Force to reopen the SCAR program to competitive bids.&nbsp;</li><li>The contract was not terminated due to technical issues, but rather because of disagreements over the program’s financial terms and structure.</li><li>AeroVironment recorded a $151 million non-cash goodwill impairment in Q3 tied to SCAR.</li></ul>AeroVironment Inc. (AVAV) stock received a sharp blow after a major U.S. defense contract tied to space technology was abruptly halted. During its third-quarter (Q3) 2026 earnings call on Tuesday, the company’s CEO, Wahid Nawabi, confirmed that the U.S. Space Force terminated the agreement, triggering investor concerns.&nbsp;The cancellation did not stem from technical shortcomings but from disagreements over the program’s financial framework.<blockquote>“Therefore, the U.S. Space Force has concluded to terminate our existing contract for convenience, pay us for our allowable incurred cost with a fee and enable AV to recompete for the program with their revised requirements and our proposed solution."-Wahid Nawabi, Chairman, President &amp; CEO, AeroVironment</blockquote>AeroVironment stock traded over 9% lower in Wednesday’s premarket.&nbsp;<h2 class="st-heading-2">What Is The SCAR Program About?&nbsp;</h2>The SCAR program is a U.S. Space Force initiative designed to modernize how the military communicates with satellites. Its goal is to replace aging, fixed parabolic dish antennas with modern phased-array antennas, specifically the BADGER system.Unlike traditional dishes that must physically move to track a satellite, phased-array antennas use software to electronically steer their beams. This allows one ground station to track multiple satellites simultaneously. AeroVironment inherited this contract as part of its $4.1 billion acquisition of BlueHalo in May 2025.&nbsp;<h2 class="st-heading-2">SCAR Program Termination: The Financial Hit</h2>Last week, the U.S. Space Force said it is reopening the project to competitive bids, a move that could invite participation from larger defense contractors.&nbsp;The latest termination decision significantly affected AeroVironment’s financial outlook. The company recorded a $151 million non-cash goodwill impairment in Q3 tied to SCAR, as in January, AeroVironment was instructed to halt activities under its agreement to supply BADGER phased-array antenna systems intended for the initiative.AeroVironment also trimmed its 2026 outlook, forecasting annual revenue between $1.85 billion and $1.95 billion while cutting projected earnings per share to a range of $2.75 to $3.10.Retail Traders Are Watching The DipOn Stocktwits, retail sentiment around the stock remained in ‘neutral’ territory while message volume jumped to ‘extremely high’ from ‘normal’ levels in 24 hours.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_11_064240_png_be42749f25.webp" alt="AVAV’s Sentiment Meter and Message Volume as of 06:15 a.m. ET on Mar. 11, 2026 | Source: Stocktwits" width="928" height="100"><figcaption>AVAV’s Sentiment Meter and Message Volume as of 06:15 a.m. ET on Mar. 11, 2026 | Source: Stocktwits</figcaption></figure>The stock saw a 310% surge in retail message over the last 24-hour period.&nbsp;&nbsp;A bullish Stocktwits user said it is time for a rebound.&nbsp;<stembedurl>https://stocktwits.com/maxD2016/message/647195278</stembedurl>Another user said they would take a sizable position because they believe the drop from about $400 to $200 over the SCAR program development is overblown.&nbsp;<stembedurl>https://stocktwits.com/Sleepygsx/message/647193206</stembedurl>AVAV stock has gaine dover 78% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/orcl-vs-crm-is-heating-up-oracle-now-has-3-products-that-salesforce-doesn-t-says-co-ceo/cZdArybRIJB">ORCL Vs CRM Is Heating Up: Oracle Now Has 3 Products that Salesforce Doesn't, Says Co-CEO</a>

In this photo illustration, the AeroVironment logo is seen displayed on a smartphone screen. 

AVAV Stock Faces Selloff After Space Force Ends SCAR Contract, But Retail Says Time For ‘Rebound Now’

AeroVironment Inc company’s CEO, Wahid Nawabi, confirmed that the U.S. Space Force terminated the agreement, prompting investor concerns. 

The company’s CEO, Wahid Nawabi, confirmed that the U.S. Space Force terminated the agreement, prompting investor concerns. 


<ul class="summary-bullets"><li>The drone identification system enables mutual authentication capabilities between drones and ground forces or counter-drone systems.</li><li>Peraso has been in discussions with Mobix Labs regarding a potential acquisition.</li><li>As of January, the companies have signed a mutual confidentiality agreement and are conducting due diligence.</li></ul>Shares of Peraso Inc. (PRSO) shot up more than 120% on Friday after the company announced that its 60 GHz millimeter-wave semiconductor technology has been selected by Israeli defense contractor InTACT for a new drone identification system.The Identification Friend or Foe (IFF) system is designed to help military forces quickly identify whether drones in the air are friendly or hostile. It enables mutual authentication capabilities between drones and ground forces or counter-drone systems, the company said. Peraso’s low-power 60 GHz beamforming wireless transceivers will power the IFF system.“Our 60 GHz mmWave technology is designed to provide a secure, directional communications channel ideally suited for these environments, enabling advanced systems such as the IFF platform developed by InTACT,” said Ron Glibbery, CEO of Peraso.<h2 class="st-heading-2">The Mobix Labs Link</h2>Mobix Labs (MOBX) has been pursuing a potential acquisition of Peraso since June 2025, when it submitted an unsolicited, non-binding proposal. The initial offer proposed exchanging Mobix shares for Peraso stock at a 20% premium to Peraso’s 30-day average share price through June 10, 2025.Discussions continued in September, with Mobix stating its goal was to complete the transaction within 75 days. The company later changed its proposal, offering Peraso shareholders a deal structured at 30% cash and 70% Mobix common stock.In November, the companies signed a mutual confidentiality agreement to begin cooperative discussions. As of January 2026, both sides are conducting due diligence, although no final agreement has been reached.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment for <a href="https://stocktwits.com/symbol/PRSO">PRSO</a> remained in the “extremely bullish” zone for the past 24 hours, amid “extremely high” message volumes.One user expects the stock to climb to $3 by the end of the day. It is currently at $1.8.<stembedurl>https://stocktwits.com/DaSqueeza/message/646820750</stembedurl>Another user called the stock an “all-day hold.”<stembedurl>https://stocktwits.com/ironic_username/message/646818372</stembedurl>Year-to-date, the stock has gained over 100%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Why Did PRSO Stock Surge More Than 120% Today?

The company disclosed on Friday that its technology will be used by Israeli defense firm InTACT for a new drone identification system.

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