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Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is facing significant selling pressure as investors grapple with escalating geopolitical tensions in the Middle East and concerns over Azure's capacity constraints versus capital expenditures. While analysts remain divided between maintaining buy ratings for the long-term AI-driven potential and cautious holds due to valuation and growth risks, the community is deeply polarized, with many debating whether the current pullback represents a generational buying opportunity or a deeper structural breakdown.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbase is trending as the community debates its new strategic pivot into AI-agent payment infrastructure and the potential impact of the upcoming Clarity Act. Despite regulatory uncertainty regarding stablecoin yield models, sentiment is polarized between traders betting on a significant breakout fueled by institutional accumulation and those fearing a deep retracement if key support levels fail.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Circle (CRCL) is experiencing significant market volatility driven by institutional interest in its stablecoin infrastructure and broader regulatory optimism, even as the community debates whether the recent surge is a sustainable breakout or a speculative bubble prone to a pullback. Traders are closely monitoring the interaction between rising USDC adoption, potential legislative catalysts, and aggressive options positioning as the stock continues to attract high-conviction long and short activity.

Fundrise Innovation Fund LLC. - Common Shares of Limited Liability Company Interests

Fundrise Innovation Fund 

VCX is trending as retail investors react to the Fundrise Innovation Fund's recent NYSE listing, which provides rare public access to high-profile private AI and tech companies like Anthropic, OpenAI, and SpaceX. While the community is actively debating the sustainability of the current price premium over net asset value and the impact of the six-month lockup on shares, bullish sentiment remains strong due to the fund's portfolio and limited float.

Memecoin on Cronos launched by the Cro Crow community

crow with knife

The crow with knife community is aggressively promoting the memecoin's multichain capabilities and deflationary burn mechanism across social platforms. Investors are heavily focused on its organic growth, expansion across networks like Solana and Base, and the potential for it to become a standout performer in the current market cycle.

FuboTV, Inc. is a consumer-first live TV streaming company with the mission of delivering premium sports, news and entertainment programming that offers greater choice, flexibility and value. The company was founded by David Gandler, Alberto Horihuela Suarez, and Sung Ho Choi on February 20, 2009 and is headquartered in New York, NY.

fuboTV Inc - Ordinary Shares - Class A

fuboTV Inc

FuboTV is facing intense scrutiny as investors anticipate a 1-for-12 reverse stock split, sparking heated debates among retail traders about potential delisting risks versus long-term institutional appeal. While some bulls argue the reduced float could trigger a short squeeze or price recovery, many community members remain skeptical, citing persistent concerns over the company's subscriber growth, management transparency, and ongoing lack of key sports content.

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

Intuitive Machines is experiencing high volatility as investors weigh strong 2026 revenue guidance and a significant backlog against concerns regarding earnings misses and contract execution. The community is actively debating the stock's long-term potential in lunar infrastructure versus the risks of share dilution, while keeping a close eye on upcoming NASA Lunar Terrain Vehicle contract announcements.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Celsius Holdings is facing significant downward pressure as investors speculate that ongoing market volatility and geopolitical concerns are masking potential manipulation or a coordinated effort to drive the share price lower for a future acquisition. The community remains deeply divided, with many long-term holders frustrated by the disconnect between strong earnings and the stock's persistent decline, while others are actively buying the dip and calling for increased management accountability.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is experiencing a sharp sell-off driven by community reports of an FDA warning letter regarding the company's promotional and marketing language. While retail sentiment remains largely bullish and dismisses the event as a temporary compliance issue rather than a fundamental threat to the drug's efficacy or approval, many users are actively discussing potential coordinated market manipulation by short sellers attempting to trigger stop-losses.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm 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 is experiencing heightened volatility and intense social media scrutiny following reports that Publicis Groupe has ceased recommending the platform to clients after a third-party audit allegedly uncovered billing discrepancies. While the company has publicly refuted these claims as a mischaracterization of standard privacy-driven contract disputes, investors remain deeply divided, with many debating whether the decline is a temporary negotiation tactic or a structural threat to the company's long-term agency relationships.

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<ul class="summary-bullets"><li>The company has a launch record of 100% mission for Synspective satellites.</li><li>The mission deployed a synthetic aperture radar (SAR) Earth-imaging satellite that provides data and remote monitoring services to government agencies and commercial customers globally.</li><li>As part of the dedicated launch service, Rocket Lab also provided Synspective with a custom Electron fairing tailored to meet the satellite’s unique requirements.</li></ul>Rocket Lab (RKLB) on Friday said that it has successfully launched a mission for Japan-based constellation operator Synspective, bringing Rocket Lab’s total Electron launch count to 84.&nbsp;It was Rocket Lab's&nbsp;eighth mission for Synspective, the company said. Rocket Lab’s shares jumped nearly 2% at the time of writing.<h2 class="st-heading-2">Mission Details</h2>The mission deployed a synthetic aperture radar (SAR) Earth-imaging satellite that provides data and remote monitoring services to government agencies and commercial customers globally.As part of the dedicated launch service, Rocket Lab also provided Synspective with a custom Electron fairing tailored to meet the satellite’s unique requirements, demonstrating Rocket Lab’s capabilities and commitment to delivering tailored mission-specific solutions for its customers.<h2 class="st-heading-2">Synspective satellites</h2>The company has a launch record of 100% mission for Synspective satellites. Rocket Lab’s long-term partnership with the company has been recently extended to include another 19 dedicated launches to deliver the rest of the constellation to orbit before 2028.<h2 class="st-heading-2">$190 Million Contract</h2>Rocket Lab earlier in the week announced the signing of a $190 million contract for a block buy of 20 hypersonic test flights with its Haste launch vehicle for the Test Resource Management Center Multi-Service Advanced Capability Hypersonic Test Bed 2.0 program.This is a "Department of War effort executed in partnership with Naval Surface Warfare Center Crane Division to rapidly accelerate hypersonic flight tests and advanced aerospace technologies shaping the future of defense missions," the company said in a statement.&nbsp;Under MACH-TB 2.0 Task Area 1, led by Kratos Defense (KTOS), Rocket Lab will perform 20 hypersonic test flights with its Haste launch vehicle over a four-year period. The first of these 20 new missions is expected to take place within months of contract signing.<h2 class="st-heading-2">Retail Reaction</h2>Retail sentiment around RKLB stock trended in&nbsp;the ‘neutral’ territory amid ‘high’ message volume.Shares of RKLB shares have&nbsp;fallen almost 5% so far in 2026.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

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

Why Did Rocket Lab Stock Rise Again Today?

Rocket Lab said that it launched its 8th mission for Synspective and brings its total Electron launch count to 84.

Equity

Rocket Lab said that it launched its 8th mission for Synspective and brings its total Electron launch count to 84.


<ul class="summary-bullets"><li>One Stop Systems reported a net profit for the second quarter in a row, while Q4 sales jumped 70%.</li><li>The company divested its industrial hardware distribution and integration business, Bressner Technology, in the quarter.</li><li>Retail sentiment for OSS on Stocktwits turned ‘bullish.’</li></ul>One Stop Systems (OSS) extended its rally on Wednesday, climbing 5% after posting a profit and record margins, underscoring that its pivot toward the defense market is paying off. OSS shares gained 0.4% in overnight trading.One Stop Systems, which specializes in rugged GPU servers and flash storage systems built for battlefield environments, has recently come onto investors’ radar as the U.S. conflict with Iran and heightened military activity in regions such as Venezuela drive renewed interest in defense-linked suppliers.The company’s hardware is used in combat vehicles, naval systems, and sensor-processing platforms.“We are seeing robust demand across our defense and commercial markets... Our defense and national security opportunities continue to grow as our ruggedized AI compute platforms gain traction across additional military programs and autonomous systems." CEO Mike Knowles said in a statement.<h2 class="st-heading-2">OSS Reports Second Profitable Quarter</h2>One Stop Systems’ fourth-quarter revenue surged 70% to $12 million, according to results published on Wednesday. It posted a net profit of $2 million, compared to a net loss of $3.4 million in the year-ago quarter, while gross margins increased to a record 49.6% from 2.5%.In the quarter, the company sold off its industrial hardware distribution and integration business, Bressner Technology.&nbsp;“We believe these results capped off a transformative year and enabled the opportunistic $22.4 million sale of Bressner in December, which helped to streamline our business, strengthen our balance sheet, and allow us to focus on higher-margin, higher-growth opportunities within our core-rugged Enterprise-Class compute markets,” Knowles said.<h2 class="st-heading-2">Retail View On OSS</h2>On Stocktwits, retail sentiment for&nbsp;<a href="https://stocktwits.com/symbol/OSS">OSS</a> shifted to ‘bullish’ from ‘neutral,’ with an over 230% rise in 24-hour message volume.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_19_at_12_44_07_PM_png_cd55bd955a.webp" alt="Screenshot 2026-03-19 at 12.44.07 PM.png" width="631" height="84"><figcaption>OSS sentiment and message volume as of March 19 | Source: Stocktwits</figcaption></figure>Some users, however, expressed concern that the stock is susceptible to manipulation from large investors given its&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/scotchyboy/message/647871838">low float</a>. Meanwhile, Alliance Global raised its price target on the stock to $13 from $9, and kept a ‘Buy’ rating.&nbsp;Last month, One Stop Systems&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/oss-stock-surges-today-what-is-fueling-the-rally/cZRk2BHR4DI">bagged</a> $10.5 worth of contracts from the U.S. Navy and a major U.S.-based defense contractor, and drove shares higher. The stock is up 57% year to date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/figma-shares-plunge-after-google-revamps-ai-design-tool-stitch/cZ3aJvqRIWZ">Figma Shares Plunge After Google Revamps AI Design Tool Stitch</a>

In this photo illustration, the One Stop Systems (OSS) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

OSS Stock Extends Rally To Third Day As Defense Contracts, $22M Divestiture Drive Profitability, Record Margins

A shift to the defense market has proved a boon for the AI servers company, its fourth-quarter results show.

Why This Micro-Cap AI Defense Play Has Extended Rally For Third Session

A shift to the defense market has proved a boon for the AI servers company, its fourth-quarter results show.


Defense ETFs to Rally as Geopolitical Tensions Show No Signs of Cooling

Defense ETFs gain appeal as geopolitical tensions and rising global military spending boost the sector's outlook and reinforce a long-term rearmament trend.

<ul class="summary-bullets"><li>Roth said it is "encouraged" by the successful return-to-flight for Alpha following the prior anomaly.</li><li>Firefly’s successful launch on Wednesday came roughly five months after one of its launch vehicles exploded in a ground test in September.</li><li>Prior to this, Firefly has conducted six Alpha rocket launch attempts since 2021, of which three reached orbit successfully.</li></ul>Shares of Firefly Aerospace Inc (FLY) closed 13% higher on Thursday following the company reporting a successful FLTA0007 Alpha mission-rocket launch and subsequent Wall Street optimism.Roth Capital reiterated a ‘Buy’ rating and $30 price target on FireFly Aerospace (FLY) after the launch that included successful payload delivery for launch customer Lockheed Martin (LMT).Roth said it is "encouraged" by the successful return-to-flight for Alpha following the prior anomaly and expects additional Alpha flights in the coming quarters. The firm added that it anticipates Alpha's use of its newer Block II to enable targeting fast response hypersonic launches and Golden Dome opportunities, as examples.<h2 class="st-heading-2">Recent Setbacks</h2>Firefly’s successful launch on Wednesday <a href="https://stocktwits.com/news-articles/markets/equity/fireflys-alpha-rocket-returns-to-orbit-successfully-sends-fly-stock-up-5-overnight/cZdMMNURIBx">came</a> roughly five months after one of its launch vehicles exploded in a ground test in September due to fluid contamination caused by an operational error. After the accident, Firefly said it fixed the problem and would continue to review its procedures.Prior to this, Firefly has conducted six Alpha rocket launch attempts since 2021, of which three reached orbit successfully.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around FLY stock jumped from ‘bullish’ to ‘extremely bullish’ territory over the past 24 hours while message volume stayed at ‘extremely high’ levels.According to data from Koyfin, five of eight analysts covering the stock rate it ‘Buy’ or higher while three rate it ‘Hold.’ The average 12-month price target on stock is $38.29, representing an upside of about 65% from current trading levels.A Stocktwits user expressed optimism for the successful launch being “healthy for a retrace.” It would benefit the stock if successful launches continue, they added.<stembedurl>https://www.stocktwits.com/R34P3R/message/647366988</stembedurl><a href="https://stocktwits.com/symbol/FLY">FLY stock</a> has fallen 62% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/us-navy-will-escort-vessels-through-strait-of-hormuz-soon-bessent-reportedly-says/cZdu14MRIaT">US Navy Will Escort Vessels Through Strait Of Hormuz Soon, Bessent Reportedly Says As Oil Surges Past $100 Again</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

FLY Stock Rallies On Wall Street’s Spiking Optimism After Successful Alpha Launch

Roth Capital reiterated a ‘Buy’ rating and $30 price target on FireFly Aerospace (FLY) after the launch.

Should You Invest in the Invesco Aerospace & Defense ETF (PPA)?

<ul class="summary-bullets"><li>Mobix Labs said it will supply components that help protect Gulfstream aircraft electronics from electromagnetic interference.</li><li>Management expects more Gulfstream deals to follow the production purchase orders.</li><li>MOBX shares closed around 533% higher on Tuesday on securing a production order for components used in the U.S. Navy’s Tomahawk cruise missile program.</li></ul>Mobix Labs Inc. (MOBX) generated retail buzz yet again, as the stock gained around 30% on Thursday after the company announced it had received new production purchase orders for electronic components used in Gulfstream aircraft.This follows a massive rally on Tuesday, when <a href="https://stocktwits.com/symbol/MOBX">MOBX shares</a> closed around 533% higher after the company <a href="https://stocktwits.com/news-articles/markets/equity/why-did-mobx-stock-soar-pre-market-today/cZdeW5hRIPI">announced</a> a production order for components used in the U.S. Navy’s Tomahawk cruise missile program.<h2 class="st-heading-2">Mobix To Supply Components To Block Electromagnetic Interference</h2>Mobix Labs said the orders are tied to ongoing aircraft production and will support near-term manufacturing schedules. The components help protect aircraft electronics from electromagnetic interference and ensure operations of systems such as navigation, communications, and avionics.“Mobix Labs is already integrated into Gulfstream aircraft programs, and as aircraft production continues, new orders for our proven high-reliability components typically follow,” said Phil Sansone, CEO of Mobix Labs.Gulfstream aircraft are manufactured by Gulfstream Aerospace, a unit of the NYSE-listed <a href="https://stocktwits.com/symbol/GD">General Dynamics</a> (GD).<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>The stock has been in the spotlight lately, with retail sentiment on Stocktwits remaining ‘extremely bullish’ since the Tomahawk program order on Tuesday. Chatter on the platform has been ‘extremely high’ too.<img src="https://news.stocktwits-cdn.com/MOBX_jpg_06c2794c04.webp" alt="MOBX.jpg">One user believes additional deals may already be in the pipeline.<stembedurl>https://stocktwits.com/Rod92/message/646668865</stembedurl>Another user expects the next parabolic small-cap stock move could come from a low-float defense company like Mobix.<stembedurl>https://stocktwits.com/SpudZone/message/646669829</stembedurl>A bullish user said the stock may see a 10x jump in the short term.<stembedurl>https://stocktwits.com/newsychatter/message/646666832</stembedurl>Around 145 million shares changed hands within half an hour of the opening bell on Thursday, compared to an average volume of around 27 million, according to Stocktwits data.<h2 class="st-heading-2">Mobix’s Defense Push</h2>Mobix Labs has been increasingly expanding its presence in the defense market. The company’s technologies are already used in major military platforms, including the F-22 Raptor fighter jet, Apache helicopters, and missile systems.On Tuesday, the company said it will supply filtering components that protect onboard electronics from electromagnetic interference in the Tomahawk cruise missile, a long-range U.S. military weapon typically launched from Navy ships and submarines.Last month, Mobix Labs received FAA certification for its next-generation drone-based airborne sensing platform.Year-to-date, the stock has gained 280%.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/usa-rare-earth-texas-mineral-73-million-round-top-deal/cZdQrvNRI3d">USA Rare Earth Makes $73 Million Bid For Texas Mineral To Develop Round Top Rare Earth Project</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

This Highly Traded Micro-Cap Electronics Stock Surged 30% Today – Retail Expects 10x Growth

Mobix Labs said it received new production purchase orders for electronic components used in Gulfstream aircraft.

MOBX Stock Jumps 30% Just Days After A Six-Fold Surge – Retail Sees Parabolic Run

<ul class="summary-bullets"><li>Under the licensing agreement, America First Defense will further develop and commercialize the technology.&nbsp;</li><li>America First Defense products include counter-drone systems and a biomimetic soft robotics platform.</li><li>Last month, Gaxos.ai partnered with ByteDance’s unit to gain preferred pricing and early access to BytePlus’ advanced video generation models.</li></ul>Shares of Gaxos.ai (GXAI) surged more than 50% on Thursday after the company said America First Defense, in which it holds a 20% stake, secured a license for the Detachable Drone Highjacker, a drone-mounted electronic warfare system designed to counter hostile drones.The Detachable Drone Highjacker operates by attaching to a friendly drone to target and neutralize enemy unmanned aircraft systems through cyber operations rather than traditional signal jamming.Under the licensing agreement, America First Defense plans to further develop and commercialize the technology for defense, security, and critical infrastructure protection applications.America First Defense is a technology company developing next-generation security platforms for both air and ground operations. Its products include a counter-drone system that can disable hostile UAVs through targeted cyberattacks without&nbsp;widespread jamming, and a biomimetic soft robotics platform for low-detection ground and subsurface missions.<h2 class="st-heading-2">Gaxos’ Tik-Tok Partnership And AWS Investment</h2>Last month, Gaxos.ai partnered with BytePlus, the enterprise technology unit of ByteDance, the parent company of TikTok, to gain preferred pricing and early access to BytePlus’ advanced video generation models. Gaxos.ai said the collaboration is expected to reduce infrastructure costs, improve scalability, and support stronger margins while boosting monetization through Art-Gen’s subscription and credit-based services.Recently, the company announced that Amazon Web Services (AWS) will fund early development of its AI-powered sales coaching platform, Gaxos Labs, which will provide real-time call transcription, automated insights, and post-call analytics.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>While retail sentiment for <a href="https://stocktwits.com/symbol/GXAI">GXAI</a> on Stocktwits turned ‘extremely bullish’ from ‘bullish’ a day earlier, chatter was mixed.<img src="https://news.stocktwits-cdn.com/GXAI_jpg_fdb00768bc.webp" alt="GXAI.jpg">One user expects the stock to surge to $10 due to the deal.<stembedurl>https://stocktwits.com/mrtallman/message/646689927</stembedurl>Another user said it was just “hype.”<stembedurl>https://stocktwits.com/VinDoesStocks/message/646682517</stembedurl>Year-to-date, the stock has gained 75%.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/mobix-labs-mobx-stock-surges-gulfstream-order/cZdQwHURI30">This Highly Traded Micro-Cap Electronics Stock Surged 30% Today – Retail Expects 10x Growth</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Gaxos AI logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Why Did GXAI Stock Surge Over 50% Today?

America First Defense, a company in which Gaxos holds a 20% stake, secured a license for a drone-mounted electronic warfare system.

<ul class="summary-bullets"><li>The system will deploy fleets of intelligence, surveillance, and reconnaissance and tactical-response drones.</li><li>Designed for high-volume and rapid deployment, the drones can conduct persistent surveillance and gather real-time intelligence.&nbsp;</li><li>The program aligns with Ondas’ broader ambition to provide scalable autonomous defense grids.</li></ul>Ondas Inc. (ONDS) announced on Wednesday that its subsidiary, Airobotics, has secured a $20 million initial purchase order under a multi-year framework to build an autonomous border protection system.&nbsp;The program, formally announced after Ondas was named prime contractor in December, aims to create a strong AI-driven security network using thousands of drones, advanced command-and-control software, and integrated ground infrastructure.&nbsp;<h2 class="st-heading-2">Autonomous Drone Architecture</h2>The system will deploy fleets of intelligence, surveillance, and reconnaissance (ISR) and tactical-response drones capable of autonomous operation across complex border environments.To expand its ISR capabilities, Ondas announced on Monday a $10 million investment and partnership with World View Enterprises. Through the collaboration, the two parties will evaluate merging the long-endurance, high-altitude intelligence platform with Ondas’ unmanned aircraft systems.&nbsp;<blockquote>“We are initiating a rapid capability buildout that combines advanced drone platforms, automated airbases, and centralized command-and-control into a unified operational system.”-Oshri Lugassy, Co-CEO, Ondas Autonomous Systems</blockquote><a href="https://stocktwits.com/symbol/ONDS">Ondas stock</a> traded over 4% higher on Wednesday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘high’ message volume levels.&nbsp;<h2 class="st-heading-2">AI-Driven Operations And National Security&nbsp;</h2>Ondas’ border protection solution leverages AI-powered autonomy, enabling multiple drones to coordinate, detect, and classify hostile activities, and execute mitigation strategies.The program aligns with Ondas’ broader ambition to provide scalable autonomous defense grids that integrate ISR capabilities, active threat response, and mission-critical software. This initial $20 million order is the first phase of a multi-year plan, with subsequent development milestones, deployments, and follow-on contracts anticipated.Ondas develops advanced autonomous systems and private wireless technology through its units Ondas Autonomous Systems (OAS), Ondas Capital, and Ondas Networks.&nbsp;ONDS stock has gained over 4% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/aapl-msft-crwd-panw-dan-ives-identifies-top-tech-names-positioned-to-navigate-us-iran-war-led-volatility/cZd9VsnRI5t">AAPL, MSFT, CRWD, PANW: Dan Ives Identifies Top Tech Names Positioned To Navigate US-Iran War-Led Volatility</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 Rallies On $20M Government Contract For AI-Driven Autonomous Border Defense

The program, formally announced after Ondas was named prime contractor in December, aims to create a strong AI-driven security network using thousands of drones.

Defense ETFs to Gain as the US-Iran War Stokes Global Tension

ITA and other defense ETFs are expected to gain as the U.S.-Iran strikes spur weapon demand, lifting Lockheed and peers on rising global tensions.

<ul class="summary-bullets"><li>The company will supply its filtering component that protects sensitive onboard electronics from electromagnetic interference.</li><li>The Tomahawk cruise missile is a long-range strike weapon in the U.S. military arsenal.</li><li>The order helps support near-term production schedules, the company added.</li></ul>Shares of Mobix Labs, Inc. (MOBX) surged nearly 325% on Tuesday, after the company announced that it received a major production purchase order for components used in the U.S. Navy’s Tomahawk cruise missile program, amid an escalating conflict between the U.S., Iran, and Israel.The company will supply its filtering component that protects sensitive onboard electronics from electromagnetic interference during operation. The Tomahawk cruise missile is a long-range strike weapon in the U.S. military arsenal and is typically launched from Navy surface ships and submarines.“This order reflects active, ongoing production demand within an operational U.S. Navy weapons platform. We are already integrated into the Tomahawk program, and as production volumes increase, demand for our proven high-reliability filtering component increases alongside it,” said Phil Sansone, CEO of Mobix Labs.The order helps support near-term production schedules, the company added.<h2 class="st-heading-2">FAA Approves Airborne Sensing Platform</h2>Last month, Mobix Labs received Federal Aviation Administration (FAA) certification for its next-generation drone-based airborne sensing platform, marking a major step toward commercialization. With approval in place, the company has started expanding field operations and launching customer pilot programs.Developed by its Wireless Division, RaGE Systems, the platform combines multi-sensor technology, onboard computing, autonomous flight software, and real-time analytics.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment for <a href="https://stocktwits.com/symbol/MOBX">MOBX</a> on Stocktwits flipped to 'extremely bullish' from 'bearish,' amid 'extremely high' message volumes.One user expects the stock to climb to $4 by mid June or July.<stembedurl>https://stocktwits.com/Eardane/message/646464155</stembedurl>Another user expects volumes to exceed over a billion shares.<stembedurl>https://stocktwits.com/Fire_Truck/message/646465733</stembedurl>836 million shares changed hands &nbsp;at the time of writing, far exceeding the average daily volumes of around 27 million.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Why Did MOBX Stock Soar 325% Today?

The company announced that it has received a production purchase order for components used in the U.S. Navy’s Tomahawk cruise missile program.

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