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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

A quarterly earnings beat, raised outlook and record AI-compute backlogalongside managements emphasis on customer prepayments and contract-backed financingsparked an after-hours rebound and widespread short-squeeze chatter. Bulls see strong demand and improved financing prospects, while skeptics remain concerned about heavy debt, interest costs, capital spending and the path to sustained 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.

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

Attention is heavily muddied by Anthropic IPO chatter mistakenly tagged to Aragons ANT token. The Aragon-specific discussion centers on the projects dissolution and completed token-redemption initiative, with holders unsure about conversion or exchange availability; other posts are mostly speculative trading reactions.

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 conference call are driving attention, with traders debating the shift to recurring Samsung and Micron licensing revenue and the stronger balance sheet against an apparent estimates miss caused partly by amortizing Samsungs upfront fee over the agreement term. Bullish traders point to higher expected Q4 revenue, while skeptics cite lower product sales and the lack of a confirmed SK Hynix deal or Nasdaq uplisting.

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 earnings report and conference call are driving immediate discussion, with traders noting an EPS beat but reacting to the share-price decline and debating whether the call offered meaningful progress. Many see the pending FCC rulemaking on the companys spectrum as the more important catalyst, while the bullish SpaceX-related thesis remains speculative and others point to regulatory delays and downside risk.

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.

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.

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 weaker-than-expected quarterly update and narrowed production outlook, amid Cigar Lake operating setbacks, are driving a sharp selloff and bearish discussion about further downside. Some traders see the decline as an opportunity, arguing that firm uranium-market fundamentals and longer-term nuclear demand remain intact.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Labs quarterly resultsstrong revenue and backlog growth but a wider-than-expected loss and Neutrons first launch pushed to 2027are driving the discussion. Traders are split between viewing the demand and backlog as evidence of growth and worrying about execution delays, ongoing losses, and dilution; shares have rebounded after the initial post-earnings selloff.

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

Anthropics new Claude workplace tools, including a spreadsheet product positioned against Excel, have raised concerns that Microsofts Office and Copilot franchises face stronger competition. Traders debate whether the threat is material or overstated given Microsofts entrenched enterprise ecosystem.

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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

Do you think Jensen Huang will be removed as Nvidia’s ($NVDA) CEO?

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Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '26	$2.00	--	--	N/A
Q3 '26	$2.09	$2.19	4.68%	BEAT
Q2 '26	$1.85	$1.87	1.34%	BEAT
Q1 '26	$1.78	$1.74	-2.12%	MISSED
Q4 '25	$3.79	$3.47	-8.48%	MISSED

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