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CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeaves better-than-expected quarterly results, raised outlook and growing AI-compute backlog have shifted attention toward strong demand and managements plan to fund expansion with customer prepayments and contract-backed financing. Many traders see the call as easing debt concerns and anticipate short covering, while skeptics remain focused on heavy borrowing, capital spending and the path to sustainable cash flow.

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

Nvidias selloff is centered on governance and national-security concerns surrounding CEO Jensen Huangs relationship with a customer suspected of ties to Chinese intelligence, with traders debating whether the investigation and China chip-export questions could threaten his leadership or the business. Others see the drop as an overreaction and are buying the dip, while looking to the upcoming earnings report for a business-focused counterpoint.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

INFQ is drawing attention ahead of its quarterly report, with traders looking for revenue, guidance and commercialization updates that could set it apart from other quantum companies. Optimism about its products and technical progress is countered by concerns over weak price action and volatility alongside the broader quantum and tech sectors.

NextNav, Inc. engages in development of positioning, navigation, and timing solutions. Its products include NextNav Pinnacle, NextNav 3D, and NextNav TerraPoiNT. The company was founded by Ganesh Pattabiraman and Arun Raghupathy in May 2021 and is headquartered in Reston, VA.

NextNav Inc

NextNavs Q3 report, which traders say beat EPS expectations, is drawing attention as shares fell despite a generally positive reaction to the results and call. The debate remains split between near-term sellers and bulls focused on the still-pending FCC NPRM for the companys spectrum proposal.

Autonomi (ANT) is a cryptocurrency launched in 2025and operates on the Arbitrum platform. Autonomi has a current supply of 1,200,000,000 with 346,011,579 in circulation. The last known price of Autonomi is 0.03102024 USD and is up 12.83 over the last 24 hours. It is currently trading on 15 active market(s) with $148,822.58 traded over the last 24 hours. More information can be found at https://autonomi.com.

Aragon

The ticker is being confused with Anthropics heavily discussed IPO, while Aragon-specific posts focus on the projects dissolution, completed ANT redemption, and questions about token delisting or conversion. Crypto traders also mention the tokens price move, but no clear new Aragon catalyst dominates.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zetas strong quarterly earnings beat and raised guidance have driven attention, with traders citing accelerating growth, improving profitability and analyst upgrades as support for the rally. The reaction is split between bulls expecting momentum to continue and skeptics focused on volatile post-earnings trading and resistance near recent levels.

Citigroup, Inc. is a holding company, which engages in the provision of financial products and services. It operates through the following segments: Services, Markets, Banking, Wealth, U.S. Personal Banking (USPB), and All Other. The Services segment includes Treasury and Trade Solutions (TTS) which provides an integrated suite of tailored cash management, trade, and working capital solutions to multinational corporations, financial institutions and public sector organizations, and Securities Services, which offers cross-border support for clients, providing on-the-ground local market expertise, post-trade technologies, customized data solutions, and a wide range of securities services solutions that can be tailored to meet client needs. The Markets segment provides corporate, institutional, and public sector clients around the world with a full range of sales and trading services across equities, foreign exchange, rates, spread products, and commodities. The Banking segment offers Investment Banking and Corporate Lending services. The Wealth segment includes Private Bank, Wealth at Work, and Citigold and provides financial services to a range of client segments through banking, lending, mortgages, investment, custody, and trust product offerings. The USPB segment includes Branded Cards and Retail Services, which have proprietary card portfolios and co-branded card portfolios within Branded Cards, and co-brand and private label relationships within Retail Services. The All Other segment consists of activities not assigned to the reportable operating segments, including certain unallocated costs of global functions, other corporate expenses, and net treasury results. The company was founded in 1812 and is headquartered in New York, NY.

Citigroup Inc

Citigroups quarterly earnings beat expectations, but the shares faced selling despite the strong report. Traders are debating whether higher expenses and credit-loss provisions in the card business outweigh growth elsewhere, while some view the pullback as a buying opportunity near technical support.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlists Q3 results and earnings call dominate discussion, with traders weighing improved profitability, margins and cash from Samsung licensing against the gap between reported results and some elevated estimates, as well as weaker sequential product sales. Many are bullish on recurring Samsung and Micron licensing revenue and growth plans, while a possible SK Hynix deal and Nasdaq uplisting remain speculation rather than confirmed developments.

Cameco Corp. engages in the provision of uranium. It operates through the following segments: Uranium and Fuel Services. The Uranium segment is involved in the exploration for, mining, milling, purchase, and sale of uranium concentrate. The Fuel Services segment deals with the refining, conversion, and fabrication of uranium concentrate and the purchase and sale of conversion services. The company was founded in 1988 and is headquartered in Saskatoon, Canada.

Cameco Corp.

Camecos steep correction is dominating discussion, with traders sharing bearish technical outlooks and speculating that large funds are selling; those selling claims are unconfirmed. The decline has fueled debate over whether uranium stocks are being repriced amid doubts about the timing of AI-related power demand, or whether the pullback is an opportunity given the sectors longer-term nuclear outlook.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

MARAs quarterly report and announced share-repurchase authorization are driving attention, with traders welcoming debt reduction and an Exaion GPU-services contract as signs of progress beyond Bitcoin mining. Optimism is tempered by a revenue miss and concerns that larger AI/HPC leases remain unsigned, while the reported profit was boosted by Bitcoin valuation gains.

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Zomato Ltd.

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ITC Ltd.

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Microsoft Corporation

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SBAC Q3 FFO Top Estimates on International Leasing Gains

SBA Communications' Q3 2026 FFO beat estimates, driven by strong international leasing growth, even as domestic weakness and lower site development revenues weigh on results.

SBA Communications (SBAC) Reports Q3 Earnings: What Key Metrics Have to Say

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

SBA Comms Q3 2026 Earnings Call Transcript

SBA Comms (NASDAQ:SBAC) reported third-quarter financial results on Monday. The transcript from the company's third-quarter earnings call has been provided below.This transcript is brought to you by Benzinga APIs. Forread more...

SBA Communications (SBAC) Tops Q3 FFO Estimates

SBA Communications (SBAC) delivered FFO and revenue surprises of +3.57% and -1.81%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

SBA Communications Corporation Reports Third Quarter 2026 Results; Updates Full Year 2026 Outlook; and Declares Quarterly Cash Dividend

SBA Communications Corporation (Nasdaq: SBAC) ("SBA" or the "Company") today reported results for the quarter ended September 30, 2026. Highlights of the third quarter include: Net income attributable to SBA of $231.3 million or $2.19 per share Industry-leading AFFO per share of $3.19 Repurchased...

Cousins Properties (CUZ) Q3 FFO Top Estimates

Cousins Properties (CUZ) delivered FFO and revenue surprises of +2.74% and -0.54%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

SBA Communications to Report Q3 Earnings: What to Expect From SBAC?

SBA Communications' Q3 2026 revenues and AFFO per share are expected to have declined as leasing growth faces tenant churn, cautious carrier spending and rising costs.

VZ, TMUS, T Stocks Face Valuation Pressure From SpaceX Wireless Push But Tower Operators Stand To Gain, Says Citi

Equity

The firm sees additional downside for established wireless carriers but views SpaceX's potential network expansion as a positive development for cell tower operators.

Public Storage Stock Before Q3 Earnings: Smart Buy or Risky Move?

PSA's Q3 results may show revenue growth as improving occupancy and rental rates offset rising expenses and uneven supply pressures.

American Tower Stock Before Q3 Earnings: Smart Buy or Risky Move?

AMT's Q3 results are expected to show revenue and AFFO growth, driven by 5G deployments, leasing demand and CoreSite's data center momentum.

• Reported GAAP EPS of $2.19 down -0.45% YoY
• Reported revenue of $713.92M down -2.51% YoY
• SBA Communications Corporation's full-year 2026 Outlook calls for site leasing revenue of $2.64B to $2.66B, Adjusted EBITDA of $1.92B to $1.93B, and AFFO per share of $12.15 to $12.37.

SBA Communications Corporation faced domestic leasing and site-development declines, lower AFFO and Adjusted EBITDA, and projected Sprint consolidation and EchoStar churn in its 2026 site-leasing revenue bridge.

SBA Communications Corporation posted international leasing and operating-profit increases, reported strong tower demand and expected spectrum- and 6G-related deployments, and more than doubled new tower builds in markets where it has scale.

SBA Communications Corp. is a real estate investment trust, which engages in the provision of wireless communications infrastructures. It operates through the following business segments: Domestic Site Leasing, International Site Leasing, and Site Development. The Domestic Site Leasing segment includes AT&T, Sprint, T-Mobile, and Verizon Wireless. The International Site Leasing segment acquires and develops towers. The Site Development segment is involved in consulting and construction activities. The company was founded by Steven E. Bernstein in 1989 and is headquartered in Boca Raton, FL.

SBA Communications Corp - Ordinary Shares - Class A

Bearish Sentiment

<ul class="summary-bullets"><li>Citi sees 29%-32% valuation risk for Verizon, T-Mobile and AT&amp;T, with another 4%-16% potential downside from current levels.</li><li>SpaceX is reportedly seeking access to at least 80,000 U.S. cell sites as it looks to establish a fourth nationwide wireless carrier.</li><li>Citi views the development as positive for Crown Castle, SBA Communications and American Tower.</li></ul>Verizon Communications (VZ), T-Mobile US (TMUS) and AT&amp;T (T) stocks came into focus Friday after Citi warned of further valuation pressure on established telecom operators as SpaceX (SPCX) advances plans to enter the U.S. wireless market.According to a note cited by TheFly, Citi sees 29%-32% valuation risk for the three carriers, with a 4%-16% downside potential from current levels following their pullbacks in 2026.The firm believes SpaceX is likely to build its own telecommunications company to compete in the U.S. mobile market, rather than become a mobile virtual network operator, an outcome it considers unlikely.At the time of writing, <a href="https://stocktwits.com/symbol/VZ">Verizon (VZ) shares</a> fell more than 1%, while T-Mobile (<a href="https://stocktwits.com/symbol/TMUS">TMUS</a>) and AT&amp;T (<a href="https://stocktwits.com/symbol/T">T</a>) declined over 5% each. On Stocktwits, retail sentiment was ‘bearish’ for T-Mobile (TMUS) and Verizon (VZ), while AT&amp;T (T) attracted ‘bullish’ sentiment.<h2 class="st-heading-2">SpaceX Eyes 80,000 Cell Sites For Nationwide Wireless Network</h2>SpaceX is seeking access to at least 80,000 cell sites across the U.S. and is in discussions with major infrastructure providers, Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-10-22/spacex-in-talks-to-access-80-000-cell-sites-for-wireless-network">reported</a> Thursday, citing people familiar with the matter.The potential leasing agreements, which could be worth billions of dollars, would help SpaceX establish a fourth nationwide wireless carrier to compete with the country's dominant operators, the report said.SpaceX has also pursued low-band wireless spectrum to complement its Starlink satellites and received Federal Communications Commission approval for 15,000 additional satellites designed to provide mobile service directly to phones.During SpaceX's earnings call this week, CEO Elon Musk said the company plans to build terrestrial networks to provide broader connectivity wherever SpaceX and Starlink are permitted to operate.<h2 class="st-heading-2">Citi Sees Upside For Tower Operators</h2>While Citi views SpaceX's potential entry as negative for established telecom operators, it considers the reported cell-site plans a net positive for Crown Castle (CCI), SBA Communications (SBAC) and American Tower (AMT).According to the report, potential cell-site leasing agreements with SpaceX could be worth billions of dollars. Crown Castle, which operates approximately 40,000 U.S. cell towers, is among the companies reportedly in discussions with SpaceX.Asked about potential leasing talks with satellite-based operators during Wednesday's earnings call, Crown Castle CEO Chris Hillabrant said, “You can assume that we're talking to all parties,” without disclosing specific customer discussions.<h2 class="st-heading-2">Tower Stocks Rally on SpaceX Report</h2>The reported plans have already pressured telecom stocks while lifting shares of tower operators, reflecting investors' differing expectations for the two industries.At the time of writing, <a href="https://stocktwits.com/symbol/CCI">CCI shares</a> surged more than 10% to&nbsp;hit a four-month high, while SBA Communications (SBAC) and American Tower (AMT) gained around 4% and 6%, respectively.Among tower stocks, retail sentiment&nbsp;on Stocktwits&nbsp;was ‘bullish’ for CCI and <a href="https://stocktwits.com/symbol/AMT">AMT stock</a>, while sentiment around <a href="https://stocktwits.com/symbol/SBAC">SBAC stock</a> remained ‘neutral’.See Also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/uso-jumps-to-over-11-year-high-as-brent-tops-116-wti-crosses-100-amid-escalating-middle-east-tensions/cZxylsKRBxt">USO Jumps To Over 11-Year High As Brent Tops $116, WTI Crosses $100 Amid Escalating Middle East Tensions</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The network and technology of city in New York,USA. 

Verizon Communications (VZ), T-Mobile US (TMUS) and AT&T (T) stocks came into focus Friday after Citi warned of further valuation pressure on established telecom operators as SpaceX (SPCX) advances plans to enter the U.S. wireless market.

VZ, TMUS, T Stocks Face Valuation Pressure From SpaceX Wireless Push, Says Citi

American Tower Corp.

Crown Castle International Corp

AT&T Inc

T-Mobile US Inc

Verizon Communications Inc.

Yes, by year-end

Yes, but not this year

No, he stays as CEO

He steps down on his own

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SBAC SBA Communications Corp - Ordinary Shares - Class A

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