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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 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.

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 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.

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

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 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 debate whether renewed scrutiny around Nvidia CEO Jensen Huang and alleged China-related chip diversions is weighing on the stock by association; some argue the concerns are speculative or unrelated to SMCI. The debate is sharpened by the stocks weak performance despite recent strong results and raised guidance, with bulls pointing to its valuation and bears citing governance, cash flow, and margin risks.

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Cantor ‘Cautiously Optimistic’ Ahead Of AST SpaceMobile Q3 Earnings – Sees Growing Government Demand Despite Launch Cost Concerns

Equity

Wall Street expects AST SpaceMobile’s Q3 revenue to more than triple to about $46 million from $14.7 million a year earlier.

Stifel Sees Opportunity For SpaceX In Stalled Data Center Projects — Reiterates ‘Buy’ Ahead Of Flight 15

The brokerage believes SpaceX could capitalize on stalled developments, supported by its investment-grade balance sheet and $40 billion of committed GPU financing


RKLB Stock Climbs Overnight Ahead Of Earnings — Bulls Bet Neutron Delay Is Priced In Amid Fresh Progress 

Rocket Lab completed construction and curing of Neutron’s first-stage forward dome.

Midterm Election Impact: SPCX, ASTS, RKLB Stocks Sink As Musk’s Political Ties Put Tesla-SpaceX Merger Under Fresh Scrutiny 

Morgan Stanley valued SpaceX slightly below the S&P 500 on projected 2028 earnings and forecast positive free cash flow by 2031.

Intuitive Machines Scores Third NASA Contract In Six Months – Here’s What Investors Need To Know

Intuitive Machines will supply its IM 300 spacecraft platform for NASA’s Falcon-Radar, an Earth observation satellite


RKLB Stock Rises Overnight Despite CFO’s $7.7M Sale Plan — This Analyst Sticks To $90 Target Even Amid Neutron Setback

Citizens expects Neutron’s debut in late fiscal second-quarter 2027 but says the delay leaves its investment case intact.

Stocktwits Space Race Monthly: SPCX Holds Up Better Than ASTS, RKLB And PL In October — But VSAT Takes The Crown 

Viasat drew Amazon takeover speculation, while advancing NASA work and satellite-connectivity partnerships.

ASTS Stock Eyes Best Week In Nearly 3 Months — Fresh Filing Reveals 'Imminent' Philippines Satellite-To-Phone Ops

AST plans to begin satellite-to-phone operations in the Philippines “imminently” with Smart Communications.

RKLB Stock Tests Bulls’ Patience — Rocket Lab’s NASA Robot Eyes Repairs As Neutron Advances, 100th Electron Ships 

Neutron’s second stage and thrust module reached Virginia ahead of ground testing.

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.

Tema ETF Trust - Tema Space Innovators ETF

Neutral Sentiment

<ul class="summary-bullets"><li>ASTS&nbsp;third quarter loss per share is expected to widen slightly to $0.49 from $0.45 a year earlier</li><li>Cantor warned of weaker investor appetite for defense and space stocks, higher cash burn, and rising launch costs.</li><li>Last week, AST SpaceMobile secured external launch arrangements covering more than 100 additional BlueBird satellites for deployment during 2027 and 2028.</li></ul>Cantor Fitzgerald said it remains “cautiously optimistic” ahead of AST SpaceMobile’s (ASTS) third-quarter earnings, citing growing interest from U.S. government agencies and stronger telecom partnerships, despite concerns that rising satellite deployment costs could pressure the company’s finances.<a class="mention" data-mention="$ASTS" data-symbol-id="ASTS" href="https://stocktwits.com/symbol/ASTS" target="_blank">ASTS shares</a> were up more than 14% at the time of writing, heading for their best day in over four months.<h2 class="st-heading-2">Q3 Revenue Expected To More Than Triple</h2>According to Investing.com, Cantor reiterated its ‘Buy’ rating and $140 price target on ASTS, implying a potential upside of roughly 140% from current levels.Wall Street expects third quarter (Q3) revenue to more than triple to about $46 million from $14.7 million a year earlier, according to Fiscal.ai. However, the loss per share is expected to widen slightly to $0.49 from $0.45 a year earlier. The space firm is scheduled to report its third-quarter print after market hours on Monday.<h2 class="st-heading-2">Government Contracts Increase But Cash Burn A Concern</h2>In its note to investors, Cantor highlighted accelerating government demand and improving launch arrangements as key growth drivers. Last week, AST SpaceMobile announced a U.S. Space Force contract through defense contractor STR to develop space-based sensing capabilities for national security applications.Earlier this year, the company also secured a $30 million contract from the Space Development Agency (SDA) for satellite communications in military applications.However, the brokerage also warned that weaker investor appetite for defense and space stocks, higher cash burn, and rising launch costs could offset these positives.<h2 class="st-heading-2">Firefly Deal Strengthens Satellite Launch Plans</h2>On Friday, AST SpaceMobile announced an agreement worth more than $1.3 billion with Firefly Aerospace (FLY) to develop its own reusable rocket, Blacklift.Under the agreement, Firefly will provide 36 rocket engines for the first three rockets, alongside engineering support and engine manufacturing licenses. Blacklift is designed to carry up to five BlueBird satellites per launch, with its first flight targeted for late 2028.AST SpaceMobile also secured external launch arrangements covering more than 100 additional BlueBird satellites for deployment during 2027 and 2028.<h2 class="st-heading-2">Retail Remains ‘Bullish’ On ASTS</h2>Retail sentiment surrounding ASTS on Stocktwits remained ‘bullish’ over the past 24 hours.<img src="https://news.stocktwits-cdn.com/ASTS_6047bdba22.png" alt="ASTS.png">One user said launch cadence and commercial capacity are the two indicators they would keep an eye on.<stembedurl>https://stocktwits.com/KobiZholtack/message/668557084</stembedurl>ASTS shares have tanked about 56% so far in 2026.Also read:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ibrx-stock-tanks-on-q3-earnings-miss-anktiva-approval/cNGrXdxR9ez">IBRX Stock Crashes To Near 9-Month Lows On Q3 Earnings Miss – Retail Says No Way To Escape Further Dilution</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, an AST SpaceMobile logo is seen displayed on a smartphone and in the background. (Photo Illustration by Avishek Das/SOPA Images/LightRocket via Getty Images)

AST SpaceMobile Inc

Firefly Aerospace Inc.

Tema Space Innovators ETF

Yes, buying

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Just holding existing position

Watching for now

Rocket Lab ($RKLB) shares jumped as much as 9% after-hours yesterday following a $266 million U.S. Space Force contract for suborbital launch services, but the stock remains over 50% below its all-time high. Are you buying the dip on the contract news? Vote and explain your reasoning in the comments.

Rocket Lab ($RKLB) shares are higher after landing a $266 million U.S. Space Force contract, but the stock remains well off its all-time high. Are you buying the dip after the contract announcement?

Stocktwits

Rocket Lab USA Inc

) shares are higher after landing a $266 million U.S. Space Force contract, but the stock remains well off its all-time high. Are you buying the dip after the contract announcement?

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