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GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is trending following reports that the company is preparing a formal bid for eBay, a move aimed at transforming the retailer into a massive e-commerce player. The community is actively debating the logistics of how GameStop, with its current cash reserves, would finance an acquisition of a company significantly larger than itself, while bulls anticipate a potential short squeeze and accelerated growth.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is experiencing a sharp rally driven by heavy short interest and speculative momentum as traders position themselves ahead of the company's upcoming earnings report. The community is actively discussing the potential for a short squeeze, citing high borrow fees and limited share availability while debating the long-term strategic value of the stock's recent partnership and acquisition activity.

eBay, Inc. is a commerce company, whose platforms include an online marketplace and its localized counterparts, including off-platform businesses in South Korea, Japan, and Turkey, as well as eBay’s suite of mobile apps. It offers a platform for various product categories, including parts and accessories, collectibles, fashion, electronics, and home & garden. eBay generates revenue mainly through fees from sales, payment processing, and advertising. The company was founded by Pierre Morad Omidyar in September 1995 and is headquartered in San Jose, CA.

EBay Inc.

eBay Inc

eBay is trending as market participants debate the impact of the end of the de minimis tariff exemption on its cross-border revenue and overall profit margins. While some traders are analyzing potential downside risks and short-term volatility, others remain focused on the company's long-term reliance on AI-driven marketplace improvements and the collectibles market to sustain growth.

The Mullen Army Token originated from a dedicated community of retail investors who faced challenges in the traditional stock market. We united to create a cryptocurrency that embodies our principles and aspirations for a fair financial system.     We provide a platform for retail investors to engage in a transparent and fair financial market. Our efforts include grassroots marketing, community engagement, and educational content to empower our investors.

MullenArmy

The MullenArmy is actively rallying behind its SOL-based token, with community members coordinating to drive momentum and recreate the market cap surges seen in previous cycles. Discussions are heavily focused on potential price runs, community-led buy pressure, and calls for long-term holding to reach previous market cap milestones.

McDonald's Corp. engages in the operation and franchising of restaurants. It operates through the following segments: U.S., International Operated Markets, and International Developmental Licensed Markets and Corporate. The U.S. segment focuses its operations on the United States. The International Operated Markets segment consists of operations and the franchising of restaurants in Australia, Canada, France, Germany, Italy, the Netherlands, Russia, Spain, and the U.K. The International Developmental Licensed Markets and Corporate segment consists of developmental licensee and affiliate markets in the McDonald’s system. The firm's products include Big Mac, Quarter Pounder with Cheese, Filet-O-Fish, several chicken sandwiches, Chicken McNuggets, wraps, McDonald's Fries, salads, oatmeal, shakes, McFlurry desserts, sundaes, soft serve cones, pies, soft drinks, coffee, McCafe beverages, and other beverages. The company was founded by Raymond Albert Kroc on April 15, 1955, and is headquartered in Oak Brook, IL.

McDonald`s Corp

McDonald's Corp

McDonald's is currently trending due to its launch of a value-focused menu featuring items under $3 and $4 breakfast deals, a strategic shift aimed at reversing recent traffic declines and appeasing budget-conscious diners. Community discussion remains heavily polarized between long-term investors highlighting the stock's defensive durability and dividend growth, and critics fixated on viral social media clips questioning the CEO's engagement with the product and ongoing concerns regarding food quality.

WorldFinancial

World Liberty Financial is facing intense community scrutiny and a liquidity crisis, underscored by a governance vote to lock up tokens and ongoing fallout from a high-profile legal dispute with Justin Sun. While some retail investors remain optimistic about a potential supply shock, others are aggressively shorting the asset and labeling the project an elaborate scam linked to self-enrichment by insiders.

Lionsgate Studios Corp. operates as a standalone, pure-play content company focused on creating, producing, and distributing premium entertainment across multiple formats and platforms. It operates through the following segments: Motion Picture and Television Production. The Motion Picture segment includes the development and production of feature films, acquisition of North American and worldwide distribution rights, North American theatrical, home entertainment, and television distribution of produced and acquired films, as well as the worldwide licensing of distribution rights. The Television Production segment covers the development, production, and worldwide distribution of television content, including series, television movies, mini-series, and non-fiction programming. The company was founded on January 13, 2025 and is headquartered in Vancouver, Canada.

Lionsgate Studios Corp. - Ordinary Shares - New

Lionsgate Studios Corp.

Lionsgate Studios is trending as the market reacts to aggressive institutional accumulation and a successful box office performance that has validated the studio's theatrical-first strategy. Investors and community members are actively discussing the potential for a high-premium buyout as analysts continue to raise price targets, fueling speculation that the studio has become a primary takeover target for larger media players.

Cadrenal Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in developing novel therapy. It develops tecarfarin, a novel therapy with orphan drug indication, designed for the prevention of systemic thromboembolism of cardiac origin in patients with end-stage renal disease and atrial fibrillation. The company was founded by Quang X. Pham and Matthew K. Szot on January 25, 2022 and is headquartered in Ponte Vedra, FL.

Cadrenal Therapeutics Inc

Cadrenal Therapeutics, Inc.

Cadrenal Therapeutics is trending following the announcement of a pivotal Phase 3 registration path for CAD-1005 in Heparin-Induced Thrombocytopenia, which followed a successful end-of-Phase 2 meeting with the FDA. While some investors are optimistic about the company's clinical progress and pipeline potential, a significant portion of the community is expressing frustration over frequent spam, bot activity, and concerns regarding the company's long-term financial stability and funding requirements.

Vanda Pharmaceuticals, Inc. engages in the development and commercialization of therapies for high unmet medical needs. The firm intends to treat schizophrenia, jet lag disorder, atopic dermatitis, central nervous system disorders, and circadian rhythm sleep disorder. Its product portfolio includes HETLIOZ, Fanapt, NEREUS, Ponvory, and HETLIOZAccess. The company was founded by Mihael Hristos Polymeropoulos and Argeris N. Karabelas in 2002 and is headquartered in Washington, DC.

Vanda Pharmaceuticals Inc

Vanda Pharmaceuticals is trending as investors digest the commercial launch of NEREUS for motion sickness while debating the company's prospects for a potential buyout by major pharmaceutical players like Eli Lilly or Novo Nordisk. The community remains focused on the firm's strategic focus on GLP-1 adjunct treatments and active pipeline developments, even as participants express frustration over persistent price volatility and the company's aggressive regulatory strategy.

Pershing Square, Inc. operates as an alternative asset management company. It operates through the following business segments: Operating Assets, MPC,and Strategic Developments. The Operating Assets segment consists of developed or acquired retail, office, and multifamily properties along with other real estate investments. The MPC segments offers the development and sale of land in large-scale, long-term community development projects. The Strategic Developments segment provides residential condominium and commercial property projects currently under development. The company was founded by William A. Ackman on December 17, 2003 and is headquartered in New York, NY.

Pershing Square Inc.

Pershing Square Inc

Pershing Square is attracting significant attention as investors react to the company's recent public listing alongside its closed-end fund, $PSUS. Community discussion is focused on understanding the distinction between the two entities, navigating the volatility following the IPO, and debating Bill Ackman's long-term strategy for building a successor to Berkshire Hathaway.

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<ul class="summary-bullets"><li>Michael added that Anthropic remains a supply chain risk, and different government departments have been given six months or more to transition away from the AI startup’s models, citing the complexity of the process.</li><li>He also stated that the Department of War is adopting open source AI models as an important new vector for the Pentagon.</li><li>Michael noted that the National Security Agency and the Department of Commerce are evaluating all frontier models, including Chinese ones, to understand the bleeding-edge capabilities of AI technology.</li></ul>The U.S. Department of War’s Chief Technology Officer, Emil Michael, reportedly stated on Friday that Anthropic remains blacklisted, while calling the startup’s Mythos AI model a separate “national security moment.”During an interview with CNBC, Michael stated that it is irresponsible to rely on a single partner for the Pentagon’s AI requirements, following their experience with Anthropic.“I think the Mythos issue that’s being dealt with government-wide, not just at Department War, is a separate national security moment where we have to make sure that our networks are hardened up, because that model has capabilities that are particular to finding cyber vulnerabilities and patching them,” Michael said.He added that Anthropic remains a supply chain risk, and different departments of the government have been given six months or more to transition away from the AI startup’s models, citing the complexity of the process.<a href="https://stocktwits.com/symbol/NVDA">Nvidia</a> and&nbsp;<a href="https://stocktwits.com/symbol/MSFT">Microsoft shares</a> were up nearly 1% in Friday’s pre-market trade, while&nbsp;<a href="https://stocktwits.com/symbol/AMZN">Amazon</a> and&nbsp;<a href="https://stocktwits.com/symbol/GOOGL">Alphabet’s Class A shares</a> were down nearly 1%.<h2 class="st-heading-2">Michael Warns Of Infiltration By Chinese Open Source Models</h2>Michael stated that the Department of War is adopting open source AI models as an important new vector for the Pentagon.“Chinese open source models have infiltrated a lot of different companies, and we want to have an American alternative to that,” he said.He also said that the National Security Agency and the Department of Commerce are evaluating all frontier models, including Chinese ones, to understand the bleeding-edge capabilities of AI technology.Michael added that, regarding protests by Google employees over the company’s Pentagon deal, fewer than 1% of Googlers have signed the letter. He praised Google leadership for standing its ground and striking a deal with the Pentagon.<h2 class="st-heading-2">Department Of War Strikes Deals With 7 Companies On AI</h2>The Department of War on Friday announced deals with a slew of companies, including Nvidia Corp. (NVDA), SpaceX, OpenAI, Microsoft Corp. (MSFT), Alphabet Inc.’s (GOOG, GOOGL) Google, Amazon.com Inc.’s (AMZN) AWS, and Reflection.“Access to a diverse suite of AI capabilities from across the resilient American technology stack will give warfighters the tools they need to act with confidence and safeguard the nation against any threat,” the Pentagon stated.Michael added that the DoW will take each model from these companies for its strengths and use it for the use cases it is best suited for.“Each of these models is trained on somewhat different data. If you look at Google, they have email, YouTube, Nest cameras, and they have different sorts of capabilities. They may all converge over time, but we’re going to use them in the right ways,” Michael said.He added that the department has already deployed xAI and OpenAI’s models and is benchmarking them against what they used previously.Pentagon&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/pentagon-google-gemini-3-1-model-genai-mil-platform-anthropic-controversy/cZBNHZcRePm">integrated</a> Google’s latest Gemini 3.1 models onto its GenAI.mil platform earlier this week. It stated that more than 1.3 million personnel have used the platform so far, generating tens of millions of prompts and deploying hundreds of thousands of agents over five months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sandisk-2000-price-target-blockbuster-q3-long-term-customer-agreements/cZQV3SRReeB">SanDisk’s $2000 Price Target Call Turns Heads After Blockbuster Quarter – Long-Term Contracts Driving Bull Case</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Pentagon CTO Calls Anthropic’s Mythos A ‘National Security Moment,’ Strikes AI Deals With Nvidia, SpaceX, Others

During an interview with CNBC, Emil Michael stated that it is irresponsible to rely on a single partner for the Pentagon’s AI requirements, following their experience with Anthropic.

Equity

<ul class="summary-bullets"><li>The S&amp;P index provider is also considering changes to profitability and liquidity requirements for large companies to become eligible for inclusion.</li><li>It is joining similar moves proposed by the Nasdaq and FTSE Russell earlier this year.</li><li>The move comes ahead of massive IPOs by SpaceX, OpenAI, and Anthropic, projected to raise over $240 billion combined.</li></ul>S&amp;P Dow Jones Indices announced on Thursday that it has launched a consultation on potential rule changes that could speed up the inclusion of mega-cap public listings into its flagship indexes, following similar moves by the Nasdaq and FTSE Russell.Among the most pertinent changes proposed, the rule change would halve the minimum required public listing period to become eligible for index listing, from the current 12 months to 6 months.The move comes ahead of initial public offerings (IPOs) by large companies like SpaceX, OpenAI, and Anthropic PBC, which are eyeing public listings later this year.<h2 class="st-heading-2">S&amp;P Inclusion Proposed Changes</h2>Apart from changes to the time period, the index provider is also considering changes to the profitability and liquidity requirements for large companies to become eligible for inclusion.As per the statement, the index provider is weighing the possibility that mega-cap companies may not meet the minimum investable weight factor eligibility requirement, which currently requires a public float of at least 10%.Additionally, companies that meet the mega-cap definition may be exempt from the financial viability criteria, meaning they could be included even if they do not post positive net income from operations.The consultation period is open until May 28, the index provider said, adding that if the changes are approved, the new rules are likely to take effect before the market opens on June 8, unless otherwise announced.<h2 class="st-heading-2">Nasdaq, Russell Changes</h2><a href="https://stocktwits.com/symbol/NDAQ">Nasdaq’s</a> overhaul to fast-track entry to the Nasdaq 100 index will take effect on May 1. The new inclusion rules will allow newly listed mega-cap companies to join the index after just 15 trading days, rather than waiting months.Meanwhile, FTSE Russell proposed shortening an IPO’s waiting period to five trading days. While the consultation wrapped up earlier this month, final changes are yet to be announced.<h2 class="st-heading-2">How Does It Impact Markets?</h2>Later this year, SpaceX, OpenAI, and Anthropic are poised for a massive IPO wave that is projected to raise over $240 billion combined, potentially reshaping market liquidity. SpaceX is targeting a valuation of more than $2 trillion, while both OpenAI and Anthropic are vying for listings at valuations over $1 trillion each.“This means when/if SpaceX IPOs, the company could be added to the S&amp;P 500 as soon as 6 months after it IPOs, potentially triggering hundreds of dollars billions of dollars of forced buying upon index inclusion,” said Tesla investor and influencer Sawyer Merritt in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/search?q=S%26P%20500&amp;src=typed_query&amp;f=live&amp;pf=on">post</a> on X about the proposed changes to the S&amp;P indexes.Meanwhile, U.S. stock indexes are soaring this month, with the S&amp;P 500 and Nasdaq Composite indexes <a href="https://stocktwits.com/news-articles/markets/equity/dow-sp500-nasdaq-futures-climb-on-tech-earnings-optimism/cZQNYHvReIi">posting record highs</a> on Thursday. The <a href="https://stocktwits.com/symbol/spy">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, climbed about 0.34% higher at the time of writing, while the <a href="https://stocktwits.com/symbol/qqq">Invesco QQQ Trust</a> (QQQ) and the <a href="https://stocktwits.com/symbol/dia">SPDR Dow Jones Industrial Average ETF Trust </a>(DIA) also rose in overnight trading.Retail sentiment around all three was in the ‘bullish’ territory at the time of writing.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a smartphone screen shows a sharply falling chart of the S&P 500 index against a blurred stock-market background on November 21, 2025, in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)

S&P Joins Nasdaq, Russell In Push To Speed Index Entry For Mega IPOs Ahead Of SpaceX, OpenAI Listings

The rule change would halve the minimum required public listing period to become eligible for index listing, from 12 months to 6 months.

<ul class="summary-bullets"><li>Musk reportedly cannot be removed as CEO and board chair of SpaceX without his own consent, according to an IPO filing reviewed by Reuters.</li><li>SpaceX has adopted a dual-class share structure for its planned 2026 IPO, giving Musk's Class B shares 10 votes each versus one vote per Class A share.</li><li>At Tesla, where no such share structure exists, the board has repeatedly demonstrated strong alignment with Musk.</li></ul>Billionaire entrepreneur Elon Musk has spent years building companies that make products ranging from electric cars and rockets to brain implant devices and tunnel-boring machines. Now, it looks like he has also thought deeply about building structures that make it nearly impossible for anyone to remove him from them.<h2 class="st-heading-2">How Is Musk Protected At SpaceX?</h2>Reuters <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/only-elon-musk-can-fire-elon-musk-spacex-filing-shows-2026-04-29/">reported</a> Wednesday, citing a confidential IPO filing it reviewed, that removing Musk from <a href="https://stocktwits.com/symbol/SPACEX">SpaceX</a> would effectively require his own consent. The filing states that Musk "can only be removed from our board or these positions by the vote of Class B holders," and Musk controls those votes.SpaceX has adopted a dual-class share structure ahead of its planned 2026 IPO, reserving super-voting Class B shares for Musk and a small group of insiders. Each Class B share carries 10 votes, while the Class A shares available to public investors carry just one. Musk will hold a majority of the total voting power following the listing, giving him effective veto power over any attempt to remove him.Reuters noted that while dual-class structures are common among founder-led companies going public, most at least retain the formal ability to remove a CEO, even if the votes to do so are hard to muster. SpaceX's structure goes a step further, making even the theoretical path to removal contingent on Musk's cooperation.<h2 class="st-heading-2">Musk's Iron Throne At Tesla</h2><a href="https://stocktwits.com/symbol/TSLA">Tesla</a>, in comparison, has only a single share class, meaning the CEO does not hold Class B voting shares. However, even at the EV giant, it would be incredibly difficult to oust Musk, who has been leading the company for over 17 years.Under Tesla's bylaws, the board of directors holds the authority to remove any officer, including the CEO, by a simple majority vote with or without cause, subject to any employment protections.&nbsp;Yet the nine-member board — chaired by Robyn Denholm and including Musk himself, his brother Kimbal Musk, and longtime allies such as J.B. Straubel and early investors with personal or business ties to him — has repeatedly demonstrated strong alignment with the CEO.&nbsp;In 2025, amid reports that the board had quietly explored a CEO search amid performance concerns and Musk's political activities, Denholm publicly denied any such effort and affirmed the board's "high confidence" in Musk's leadership.&nbsp;Past Delaware court rulings on Musk's 2018 compensation package have highlighted questions about board independence, underscoring how difficult it would be for directors to act against him.&nbsp;Musk further entrenches his position as Tesla's largest individual shareholder, with approximately 22% beneficial ownership, per Fiscal.ai. In November 2025, shareholders approved a new performance-based compensation package potentially worth up to $1 trillion, with more than 75% of votes in favor, explicitly designed in part to give Musk greater long-term voting influence toward his stated goal of roughly 25% control, a level intended to deter activist challenges.Musk has repeatedly signaled that without sufficient voting control or incentives, he could redirect his focus to SpaceX, xAI, or other ventures — a threat that has weighed on board deliberations. Following the SpaceX-xAI merger, Musk's combined ownership was estimated at around 43% of the merged entity, with a potential value of over $530 billion, according to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/02/07/elon-musk-wants-to-be-a-trillionaire-how-spacex-xai-tesla-can-get-him-there.html">CNBC</a> report from February.<h2 class="st-heading-2">What Do TSLA Retail Traders Feel?</h2>On Stocktwits, sentiment around SPACEX trended 'bearish' with 'extremely low' message volume. TSLA, by contrast, stayed in 'extremely bullish' territory over the past 24 hours, with 'high' retail chatter."When the main argument for owning shares becomes 'They're eventually going to merge with SpaceX,' you know you've got problems," one bearish user wrote.<a href="https://stocktwits.com/TICKERTUTOR/message/651502059">https://stocktwits.com/TICKERTUTOR/message/651502059</a>&nbsp;Several analysts have echoed that caution, with some <a href="https://stocktwits.com/news-articles/markets/equity/tesla-slips-premarket-gary-black-flags-dilution-risk-in-possible-spacex-merger/cZbg0JKR4jw">warning</a> that a Tesla-SpaceX combination "makes no sense mathematically" for Tesla shareholders unless it delivers an unusually large boost to costs or revenue, and would significantly dilute existing holders in the process.TSLA stock has gained 27% over the past 12 months, but has lagged its "Magnificent Seven" peers this year with a 17% loss.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next: <a href="https://stocktwits.com/news-articles/markets/equity/xtlb-stock-surges-200-dma-psyga-bio-acquisition/cZBABtnReEX">XTLB Stock Surges 50%, Breaches 200-DMA For First Time In Over 3 Months – Here’s What The Acquisition Of Psyga Bio Brings To The Table</a>

Elon Musk arrives to court for his lawsuit against OpenAI at the Ronald V. Dellums Federal Building on April 28, 2026 in Oakland, California. (Photo by Benjamin Fanjoy/Getty Images)

SpaceX IPO Has A Stunning Clause Even Tesla Didn't Think Of — Elon Musk Can Only Be Fired If He Says So: Report

While Musk's position at SpaceX is protected by his equity holdings, his grip on Tesla is reinforced by board loyalty and shareholder support.

<ul class="summary-bullets"><li>Dogecoin jumped over 10%, beating Bitcoin’s 1.5% gain, as retail momentum pushed the price toward $0.11.</li><li>Stocktwits users&nbsp;were ‘bullish’, with some calling DOGE “the only proof of work that matters anymore,” signaling a narrative shift.</li><li>Speculation around a SpaceX IPO and Musk’s ongoing legal battle with OpenAI are fueling attention, historically linked to DOGE rallies.</li></ul>Dogecoin (DOGE) rallied on Wednesday&nbsp;morning to hit its highest level in over a month, outpacing Bitcoin (BTC), which rose about 1.5% in the last 24 hours.<a href="https://stocktwits.com/coins/dogecoin">Dogecoin’s price</a>&nbsp;surged more than 10% in the last 24 hours&nbsp;to about $0.11&nbsp;and was among the top trending tickers on Stocktwits at the time of writing. Retail sentiment around the leading meme coin trended in ‘bullish’ territory over the past day, accompanied by chatter at ‘high’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_29_at_8_34_10_AM_png_1482547933.webp" alt="Screenshot 2026-04-29 at 8.34.10 AM.png" width="1136" height="106"><figcaption>DOGE retail sentiment and message volume on April 29 as of 8:35 a.m. ET | Source: Stocktwits</figcaption></figure>Many retail traders said their sentiment stemmed from the upcoming SpaceX IPO that could boost DOGE’s price at launch due to its link to Elon Musk, who was once touted by the cryptocurrency community as the “Dogefather”. One user&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/Statistical/message/651715016">added</a> that Dogecoin may be the only proof of work (PoW) token that “matters anymore.”<stembedurl>https://www.stocktwits.com/JDRebel/message/651711032</stembedurl><stembedurl>https://www.stocktwits.com/Kokoblack/message/651714095</stembedurl>&nbsp;The timing of the move also comes as Musk is involved in an ongoing legal dispute with OpenAI and its CEO, Sam Altman. Musk testified in a high-profile U.S. court case, accusing the firm of turning its back on its charitable foundations for&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="http://v">profit-driven</a> purposes.&nbsp;Musk’s public exposure and influence have historically carried over into Dogecoin's price movements, even when not directly tied to crypto markets, often leading to retail-driven gains.&nbsp;Elon Musk’s link to Dogecoin began in 2019, when he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.coindesk.com/markets/2019/04/02/elon-musk-calls-dogecoin-my-fav-cryptocurrency?">wrote</a>, “Dogecoin is possibly my fav cryptocurrency. It’s pretty cool.” Musk fueled the frenzy in 2021 with postings such as "No highs, no lows, only Doge" and calling himself the "Dogefather" ahead of his Saturday Night Live performance, which saw volatility in DOGE's price.<h2 class="st-heading-2">Optimism Builds Around Dogecoin ETF</h2>The rise in institutional bundling of Dogecoin exposure contributes to the positive backdrop. Earlier this year, 21Shares, the crypto ETF issuer, launched the 21Shares Dogecoin ETF (TDOG).&nbsp;The contract provides regulated, physically backed DOGE exposure, taking another step toward integrating the meme currency into regular financial markets.“Dogecoin is a unique asset with a global community and expanding real-world use cases,” said Federico Brokate, global head of business development at 21Shares, at the launch. The business also stated that it is the only ETF provider endorsed by the Dogecoin Foundation, which strengthens the narrative of institutional legitimacy.Despite this, Wall Street's desire for Dogecoin-related securities has been rather limited compared to Bitcoin ETFs. Nonetheless, retail hype, Musk-driven storylines, and new financial instruments appear to be reviving interest in the asset.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-bitcoin-borrowing-is-expensive-mallers-strategy-mstr/cZBqCtORe3l">Bitcoin May Be ‘Perfect Money,’ But Capital Is Not Free: Jack Mallers Explains Structural Shift In Crypto Credit</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A laptop keyboard, Elon Musk account on X and representation of Dogecoin cryptocurrency are seen in this illustration photo taken in Krakow, Poland on November 13, 2024. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

Dogecoin Jumps Amid SpaceX IPO Hype – Retail Crowns It ‘Best Proof-Of–Work’

Dogecoin’s price rallied to a hit an over one-month high on Wednesday and was among the top trending on tickers on Stocktwits at the time of writing.

Cryptocurrency

<ul class="summary-bullets"><li>Analyst Tim Farrar said that longer signal paths, more ground-based processing, and larger beam footprints may hit ASTS harder than SpaceX.</li><li>Investors increasingly view Starlink as the primary benchmark for satellite-to-smartphone connectivity without specialized devices.</li><li>FCC spectrum setbacks and the BlueBird-7 launch anomaly have added uncertainty to AST's rollout timeline.</li></ul>Shares of AST SpaceMobile (ASTS) ended over 1% higher on Monday and extended gains in after-hours trading, as a recent regulatory approval for its satellite constellation helped offset concerns following a failed satellite deployment. A satellite communications analyst cautioned, however, that the challenges may not yet be over for the company.<h2 class="st-heading-2">Starlink Weaknesses May Hit ASTS Harder</h2>Silicon Valley-based satcom and wireless spectrum consultant Tim Farrar&nbsp;has warned that challenges already affecting SpaceX's Starlink Mobile service could be even more severe for AST's legacy handset strategy."Every aspect that is problematic for Starlink is worse for AST when using legacy handsets," Farrar<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/TMFAssociates/status/2048838803045974414">&nbsp;said on X</a>, adding that "longer path lengths due to higher altitude create higher latency, more functions on the ground make this worse, and larger beams create more timing mismatches."Farrar's comments come as investors increasingly treat Starlink as the closest benchmark for satellite-to-smartphone connectivity without specialized hardware.A<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://dl.acm.org/doi/pdf/10.1145/3788086">&nbsp;research paper</a> published in March by Tsinghua University found that even with engineering adjustments to help ordinary smartphones connect to satellites, SpaceX's Starlink direct-to-phone system still experiences packet loss of about 25% to 30%, frequent connection handoffs every 20 to 30 seconds, and timing mismatches caused by distance and satellite motion.&nbsp;The study said these limits arise amid the broader challenge of adapting ground-based 4G and 5G standards to rapidly moving satellites, rather than from issues unique to any single network. Both Starlink and AST SpaceMobile are pursuing legacy handset compatibility as a core part of their direct-to-device strategies.&nbsp;<h2 class="st-heading-2">SpaceX IPO Hopes Fuel ASTS Retail Interest&nbsp;</h2>Starlink remains the world's largest satellite communications constellation, operated by Elon Musk's SpaceX. The service counts 10 million monthly active users — a figure projected to exceed 25 million by year-end — and is reportedly on track to generate $9 billion in revenue this year.SpaceX is exploring one of the largest initial public offerings ever, with valuations discussed as high as $1.75 trillion. The potential listing has boosted retail sentiment for space-linked stocks, including ASTS, whose retail investors see a SpaceX IPO as a possible catalyst for renewed interest across the sector.&nbsp;<h2 class="st-heading-2">ASTS Setbacks Cloud Rollout Strategy</h2>Investor sentiment for ASTS has taken a knock lately after the Federal Communications Commission dismissed requests from several satellite operators, including AST SpaceMobile, seeking expanded access to portions of the 1.5 GHz and 2 GHz mobile-satellite spectrum.That was partially offset by a separate FCC decision last week approving ASTS to launch and operate an expanded constellation of up to 248 low Earth orbit satellites as part of its SpaceMobile service, which delivers cellular broadband directly to standard smartphones. The authorization covers 700 MHz and 800 MHz low-band spectrum and is designed to plug directly into the existing networks of carrier partners Verizon, AT&amp;T, and FirstNet.Investors are also keenly eyeing ASTS' constellation progress following the Blue Origin New Glenn Mission-3 launch anomaly, which failed to place BlueBird-7 in its planned orbit on April 19. AST SpaceMobile said production of its next-generation BlueBird satellites is ongoing, with BlueBird-8 through BlueBird-10 expected to be ready for shipment in roughly 30 days as the company prepares its next launch campaign.Last week, BofA Securities analyst Michael Funk acknowledged the BlueBird-7 miss as a negative development but said it does not fundamentally change AST SpaceMobile's business case. The more pressing concern, he noted, is the risk it creates for the company's revised target of approximately 45 satellites in orbit by the end of 2026. Assuming launches every 1 to 2 months and an average of 5.5 satellites per launch, BofA estimates the company could fall short of that target by about seven satellites.<h2 class="st-heading-2">How Do Retail Traders Feel About ASTS?</h2>On Stocktwits, retail sentiment for ASTS declined to 'neutral' from 'extremely bullish' levels amid the regulatory setbacks, alongside 'normal' message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/asts_ss_png_86ff32f3aa.webp" alt="asts ss.png" width="971" height="142"><figcaption>ASTS sentiment and message volume as of April 27 | Source: Stocktwits</figcaption></figure>One user<a href="https://stocktwits.com/aDubz/message/651564997">&nbsp;said</a>, "Give me the added hype from SpaceX IPO soon. I neeeeds it."<stembedurl>https://stocktwits.com/aDubz/message/651564997</stembedurl>Another user<a href="https://stocktwits.com/Gusstastic/message/651504569">&nbsp;said</a>, "I believe in this stock. Plus when Space X actually IPO who knows what's the ceiling for this."<stembedurl>https://stocktwits.com/Gusstastic/message/651504569</stembedurl>For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:<a href="https://stocktwits.com/news-articles/markets/equity/joby-stock-records-best-day-in-three-months-after-first-nyc-air-taxi-test-but-retail-is-awaiting-an-faa-license/cZBVd8IRePH">&nbsp;JOBY Stock Records Best Day In Three Months After First NYC Air Taxi Test But Retail Is Awaiting An FAA License&nbsp;</a>

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

ASTS Stock Rises After-Hours — But Analyst Warns Every Starlink Weakness 'Is Worse' For AST SpaceMobile

Retail sentiment around ASTS has been elevated by hype around an impending SpaceX IPO, with Starlink expected to generate $9 billion in revenue this year.

<ul class="summary-bullets"><li>He added that Tesla and SpaceX are increasingly intertwined and said that combining them “just makes the most sense” within CEO Elon Musk’s broader tech ecosystem.</li><li>Tesla's capex is expected to exceed $25 billion this year as it ramps investment across AI infrastructure, Optimus robots, Cybercab robotaxis and chip development.</li><li>Gerber has also previously warned that brand perception risks tied to Musk could weigh on Tesla's shares.&nbsp;</li></ul>Shares of Tesla (TSLA) slipped marginally in premarket trading on Monday after investor Ross Gerber said Tesla and SpaceX could eventually combine into a “Berkshire Hathaway of AI,” as the EV maker ramps up spending across robotics, autonomy and custom chip infrastructure.<a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> just logged its worst week in over a month, declining by more than 6% amid plans to sharply increase capex to support its expanding AI strategy.<h2 class="st-heading-2">Gerber Says Tesla-SpaceX Merger Is ‘Inevitable’</h2>Ross Gerber, chief executive of Gerber Kawasaki Wealth &amp; Investment Management, told&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/theinformation/status/2048537739562213461">The Information</a> that a merger between Tesla and SpaceX could be “an inevitability,” arguing that investor demand to own both companies is already influencing Tesla’s trading dynamics.“When you actually look at what investors want, they want to own both stocks,” Gerber said, adding that some Tesla shareholders may sell shares to gain exposure to SpaceX.According to Koyfin data, Gerber Kawasaki Wealth &amp; Investment Management holds about a 0.01% stake in Tesla valued at more than $90 million.Gerber said that the companies’ operations are increasingly intertwined and suggested that combining them could simplify investor positioning around CEO Elon Musk’s broader tech ecosystem. “Because they’re so intertwined, the businesses … it just makes the most sense for them to come together,” he said.He also said that many Tesla investors want access to SpaceX but cannot currently invest directly because the company remains private, potentially prompting portfolio rotation if opportunities emerge.Gerber added that a combined entity could create a “Berkshire Hathaway of AI,” offering investors a single platform spanning robotics, launch infrastructure, autonomous systems and AI. “If people really want to bet on the future, this is a very pure play on that,” he said.<h2 class="st-heading-2">Gerber Warns On Tesla Demand Risks</h2>Gerber flagged key concerns around Tesla’s near-term demand outlook last week. “There’s a lot of analysts that think they’re going to grow sales over the next couple years and I just don’t know with whom,” he said.He also warned that brand perception risks from Musk’s public profile could weigh on the stock as Tesla prepares to compete more directly in autonomous mobility services against platforms from Alphabet, Uber, Lyft and Amazon.“If people don’t like your brand, they’re not going to take your service when there’s three other people to take,” he said.Gerber also said Tesla remains heavily dependent on its EV and battery-storage businesses for cash generation, warning that weaker vehicle demand could create a “snowball going the wrong way.”<h2 class="st-heading-2">Tesla Ramps Up Spending On AI And Robots</h2>Tesla’s latest quarterly results underscore the scale of its investment push across AI infrastructure.The company reported first-quarter adjusted earnings per share of $0.41, ahead of estimates of $0.36, while revenue came in at $22.39 billion, broadly in line with expectations. Tesla generated $1.44 billion in free cash flow during the quarter but said it expects negative free cash flow for the remainder of 2026.CFO Vaibhav Taneja said Tesla has entered a “very big capital investment phase,” adding the spending cycle is expected to last a couple of years. Tesla now expects its capex to exceed $25 billion this year as it accelerates investment across Optimus humanoid robots, Cybercab robotaxi production, Terafab factory automation and chip development.<h2 class="st-heading-2">Tesla Targets $2B AI Hardware Deal</h2>Separately, Tesla disclosed in its earnings filing that it entered into an agreement this month to acquire an undisclosed AI hardware company for up to $2 billion in Tesla stock and equity awards tied to performance milestones from deployment of the company’s tech.Following the disclosure, Lumasenti managing partner Larry Goldberg suggested semiconductor tools startup Atomic Semi could be a possible acquisition candidate, though Tesla has not confirmed the acquisition target.<h2 class="st-heading-2">How Do Retail Traders Feel About TSLA?</h2>On Stocktwits, retail sentiment was ‘extremely bullish’ amid ‘high’ message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/tsla_ss_png_546d886990.webp" alt="tsla ss.png" width="969" height="144"><figcaption>TSLA sentiment and message volume as of April 27 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/TradeMachinist/message/651445675">said</a>, “If any M&amp;A narrative even sniffs reality, valuation becomes the battlefield. The exchange ratio isn’t just math — it’s power. Who gets diluted? Who controls the merged entity?”<stembedurl>https://stocktwits.com/TradeMachinist/message/651445675</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/MESSPAC/message/651456903">weighed in</a> on a potential Tesla-SpaceX merger scenario saying, “I'm gonna hold half position and scale the other half into ASML URI and GOOGL. Remember Alphabet owns over 6% SpaceX already (they bought in at like $12bucks/).”<stembedurl>https://stocktwits.com/MESSPAC/message/651456903</stembedurl>So far this year, TSLA stock has lagged its “Magnificent Seven” peers, making it the group’s worst performer, with a 16% decline.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/poet-stock-rises-but-3-ai-optics-stocks-are-already-ahead/cZBNiUGRe2j">POET Stock Is Lighting Up — But These 3 AI Optics Plays Are Already Wired Ahead</a>

SpaceX and Tesla founder Elon Musk speaks during an America PAC town hall on October 26, 2024 in Lancaster, Pennsylvania.  (Photo by Samuel Corum/Getty Images)

Tesla Stock Slips Premarket: Ross Gerber Sees Tesla-SpaceX Merger Forming A ‘Berkshire Hathaway Of AI’

Gerber said many Tesla investors want exposure to SpaceX, which could create selling pressure on Tesla shares if investment opportunities emerge.

<ul class="summary-bullets"><li>A Friday filing showed that Rakuten Mobile sold 5.1 million ASTS shares between April 17 and April 24.</li><li>However, Rakuten still holds about 21 million shares, or a 7.2% stake in ASTS.</li><li>A filing from two weeks ago showed that Rakuten entities owned over 31 million ASTS shares.</li></ul>Shares of AST SpaceMobile (ASTS) jumped 2% overnight on Monday as retail traders brushed off Rakuten’s massive share sale even after a week marked by spectrum setbacks and rising competition in the satellite-to-smartphone race.<a href="https://stocktwits.com/symbol/ASTS">ASTS stock</a> declined for a second straight week, including a 11% drop last week that marked its worst weekly performance in a month.&nbsp;<h2 class="st-heading-2">Rakuten Offloads 5.1M ASTS Shares&nbsp;</h2>A fresh filing from Friday showed that Rakuten Mobile sold 5.1 million shares of AST SpaceMobile between April 17 and April 24 through open-market transactions executed under a pre-arranged trading plan. Despite the sales, Rakuten still holds about 21 million shares, representing a 7.2% in the company and remaining one of its largest shareholders.A filing from two weeks ago showed that Rakuten entities owned over 31 million ASTS Class A shares through Rakuten Mobile, meaning that the group has reduced its stake by 10 million shares since then.<h2 class="st-heading-2">FCC Setback Narrows ASTS Spectrum Expansion Plans</h2>Last week, the U.S. Federal Communications Commission (FCC)&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/asts-stock-falls-fcc-signals-spectrum-turf-war-spacex/cZBWsXdReTL">dismissed requests</a> from satellite operators, including AST SpaceMobile, seeking expanded access to portions of the mobile-satellite service spectrum. The decision preserved existing allocations across key satellite airwaves in the 1.5 GHz and 2 GHz ranges, limiting AST SpaceMobile’s ability to expand into additional higher-frequency spectrum bands.Satellite communications analyst Tim Farrar said that the ruling restricts AST’s ability to deploy services using portions of the 2 GHz band and could shift near-term priorities toward lower-band spectrum already supporting the company’s U.S. rollout strategy with carrier partners.<h2 class="st-heading-2">SpaceX, Amazon Add Pressure In Space Race</h2>Competition across the emerging direct-to-device satellite connectivity market has also remained a key investor focus. During a recent earnings call, AT&amp;T CEO John Stankey said that multiple satellite constellations are expected to drive growth in the U.S. direct-to-device ecosystem rather than a single dominant provider.He also expects SpaceX to ultimately develop a robust direct-to-device capability and said Amazon’s Project Kuiper network is also expected to build comparable functionality.<h2 class="st-heading-2">Focus Shifts To ASTS BlueBird Satellite Launch&nbsp;</h2>Investors are also watching progress on AST SpaceMobile’s constellation rollout following the BlueBird-7 launch anomaly during New Glenn Mission-3. The company said production continues across its next-gen spacecraft, with BlueBird-8 through BlueBird-10 expected to be ready for shipment within about 30 days.Michael P., executive vice president of government operations at AST SpaceMobile, recently said that the satellites are nearing deployment readiness and the company expects to return to Cape Canaveral soon for the next launch campaign.<h2 class="st-heading-2">How Do Retail Traders Feel About ASTS?</h2>On Stocktwits, retail sentiment for ASTS slipped to ‘neutral’ from ‘bullish’ levels over the past day amid ‘high’ message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/asts_png_19038a0b4a.webp" alt="asts.png" width="970" height="141"><figcaption>ASTS sentiment and message volume as of April 27 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/Splicinglass/message/651403808">noted</a> Rakuten’s stake sale and said, “It has nothing to do with the company. It is a distressed Japanese conglomerate raising cash to survive.”<stembedurl>https://stocktwits.com/Splicinglass/message/651403808</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/Sven_Diesel/message/651413674">said</a>, “Surely Rakuten will pause some selling the beginning of the week and allow price to rise for a better sell price.”<stembedurl>https://stocktwits.com/Sven_Diesel/message/651413674</stembedurl>ASTS stock has surged 217% over the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ogn-stock-jumps-after-sun-pharma-all-cash-buyout-offer/cZBNaqaRe2f">OGN Stock Set For Blastoff? Sun Pharma Offers 24% Premium In All-Cash Buyout Deal</a>

ASTS Stock Jumps Overnight: Retail Traders Brush Off Rakuten's Massive Share Sale

Investors are closely watching the BlueBird satellite rollout timeline, with BlueBird-8 through BlueBird-10 expected to be ready for shipment soon. 

<ul class="summary-bullets"><li>The FCC rejected requests to expand access to key satellite spectrum bands used for direct-to-smartphone connectivity.</li><li>The order confirmed that existing operators will retain control of important satellite airwaves in the 1.5 GHz and 2 GHz ranges.</li><li>Investor sentiment has also been cautious as SpaceX and Amazon’s Project Kuiper advance their satellite-to-smartphone connectivity plans.</li></ul>Shares of AST SpaceMobile (ASTS) are on track to end the week in the red again after the Federal Communications Commission (FCC) blocked access to key satellite spectrum bands, as competition with SpaceX in the race to connect smartphones from space intensifies.<a href="https://stocktwits.com/symbol/ASTS">ASTS stock</a> has declined 8% so far this week after ending Thursday 7% lower at $78.75.<h2 class="st-heading-2">FCC Rejects Requests To Open Satellite Spectrum</h2>On Thursday, the FCC dismissed requests from several satellite operators, including AST SpaceMobile, SpaceX, and Iridium Communications, seeking broader access to portions of mobile-satellite service spectrum and kept existing spectrum rules unchanged to maintain clarity for companies.“The market access applications and rulemaking petitions dismissed by the FCC today would have upended this structure and undermined the public interest,” the FCC said in a statement.The order also confirmed that existing companies will keep control of key satellite airwaves in the 1.5 GHz and 2 GHz ranges, limiting efforts by operators, including AST SpaceMobile, to expand access to additional frequencies.Earlier in the week, the FCC separately authorized additional satellites supporting AST SpaceMobile’s supplemental coverage-from-space network using spectrum leased from AT&amp;T and Verizon across portions of the 700 MHz and 800 MHz bands.<h2 class="st-heading-2">Analyst Says FCC Ruling Limits AST Spectrum Plans</h2>Satellite communications analyst Tim Farrar&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/i/status/2047434417786831347">weighed in</a> on the order on X and said that&nbsp; the FCC ruling restricts AST SpaceMobile’s ability to expand into portions of the higher-frequency satellite spectrum, particularly around the 2 GHz range used for some direct-to-device services.“AST is told it can't use 2GHz, which is very problematic for SatCo in the EU,” Farrar said, adding that the outcome could move the company’s near-term deployment priorities toward lower-band spectrum operations already supporting its U.S. rollout strategy with carrier partners.“My takeaway is that AST will now have to spend longer focusing on low band operations if it wants to maintain FCC support,” Farrar said. He simplified the gist of the order and said: “Attempts to access Big LEO [low-earth orbit] and L-band are dismissed.”Farrar noted that the ruling still preserves exclusivity for Globalstar across portions of the Big LEO spectrum, while maintaining regulatory backing for SpaceX’s Starlink platform in AWS-4 spectrum globally. The analyst also noted the ruling keeps unresolved questions involving Ligado Networks and Viasat regarding how certain L-band satellite spectrum rights apply outside specific regions.<h2 class="st-heading-2">SpaceX, Amazon Add Pressure In Satellite Race</h2>Investor sentiment has also been cautious on the back of rising competition across the satellite-to-smartphone connectivity market. On a recent earnings call,&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/asts-stock-slides-premarket-att-flags-spacex-amazon-as-rivals/cZBfYzqRebM">AT&amp;T CEO</a> John Stankey said multiple satellite constellations are expected to support the U.S. direct-to-device market over time rather than a single dominant provider.“I fully expect that SpaceX will ultimately have a robust direct-to-device capability,” Stankey said, adding that Amazon’s Project Kuiper network is also expected to develop comparable functionality as part of a broader satellite ecosystem.<h2 class="st-heading-2">ASTS Turns Focus To Next BlueBird Launch&nbsp;</h2>Progress on AST SpaceMobile’s constellation rollout remains another near-term investor focus following the BlueBird-7 launch anomaly during New Glenn Mission-3.While the spacecraft failed to reach its intended orbit, the company said production continues across its next generation of satellites, with BlueBird-8 through BlueBird-10 expected to be ready for shipment within about 30 days.Michael P., executive vice president of government operations at AST SpaceMobile,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.linkedin.com/posts/michael-pollack-satellite_so-pleased-that-our-great-partners-at-fairwinds-ugcPost-7452919538884448257--u1y/?utm_source=share&amp;utm_medium=member_desktop&amp;rcm=ACoAABI5dsAB0b1n5OCgC6WQObA0an0v95E4bwo">said on LinkedIn</a> that the next spacecraft are already nearing deployment readiness. “I just returned from our Midland factory complex today, and I can attest that these new satellites look awesome as we get ready to ship them shortly,” he said.&nbsp;The executive added that the company expects to return to Cape Canaveral soon for the launch of its next set of BlueBird satellites.<h2 class="st-heading-2">How Do Retail Traders Feel About ASTS?</h2>On Stocktwits, retail sentiment for ASTS was ‘bullish’ amid ‘extremely high’ message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/asts_ss_png_9dbc915f9e.webp" alt="asts ss.png" width="968" height="139"><figcaption>ASTS sentiment and message volume as of April 24 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/turbjade/message/651190616">expressed</a> disappointment over ASTS’ stock price, saying “so we finally have the full FCC approval to expand to a $500B company, and we can't hold 80 bucks”<stembedurl>https://stocktwits.com/turbjade/message/651190616</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/ScruffyLookingNerfHerder/message/651178194">said</a>, “I love me some AST, but the only thing that’s gonna give this thing some strength is a launch schedule. A schedule of multiple launches. A roadmap of how they’re gonna hit that 45 (or whatever they’re actually planning on hitting).”<stembedurl>https://stocktwits.com/ScruffyLookingNerfHerder/message/651178194</stembedurl>ASTS stock has surged over 250% over the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tilray-stock-breakout-week-trump-cannabis-order-cancer-market-entry/cZBW88OReTO">Tilray Stock Eyes Breakout Week: Trump’s Cannabis Order Opens Door To US Cancer Market Entry</a>

In this photo illustration, the AST SpaceMobile (Space Mobile) logo is seen displayed on a smartphone screen. 

ASTS Stock Slides After FCC Decision Signals Spectrum Turf War — Analyst Says SpaceX, Rivals Told To 'Stay In Their Lane'

ASTS Stock - An analyst said that the ruling could push the company to rely longer on lower-band spectrum for its rollout strategy.

An analyst said that the ruling could push the company to rely longer on lower-band spectrum for its rollout strategy.

<ul class="summary-bullets"><li>Isaacson also expressed confidence that SpaceX would become “a tremendously valuable company,” citing its role in low-Earth orbit internet, direct-to-cell service and potential orbital data centers.&nbsp;</li><li>Tesla invested $2 billion in SpaceX in the first quarter.&nbsp;</li><li>The rocket manufacturer is reportedly slated to go public as early as mid-2026, joining Tesla as the second of Musk’s companies to be publicly traded.</li></ul> Elon Musk’s biographer Walter Isaacson believes Tesla and SpaceX will eventually merge into a single company.In a CNBC “Squawk Box” <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=atLjDlWZDDw">interview</a> on Thursday, Isaacson pointed to the companies’ existing collaboration on Terafab — the massive joint semiconductor fabrication plant under construction in Austin — as evidence of deepening ties that he expects to grow.&nbsp;“Elon Musk is always moving engineers back and forth, moving designs back and forth between his companies,” Isaacson said. “So I think your analyst is right. That’s in his heart. He wants to make this one big company.”Isaacson also expressed confidence that SpaceX would become “a tremendously valuable company,” citing its role in low-Earth orbit internet, direct-to-cell service and potential orbital data centers.He acknowledged some shareholder frustration over SpaceX’s February acquisition of Musk’s xAI startup, which diluted existing investors. But he downplayed the complaints by recalling similar backlash when Tesla bought SolarCity in 2016 — a deal many shareholders called dilutive.“This is the way he’s built these trillion-dollar companies,” Isaacson said, adding that investors in Musk’s ventures are ultimately “investing in Elon Musk,” not in any single business. “If you don’t like the way Musk is going to do something, you should be investing in Procter &amp; Gamble.”<h2 class="st-heading-2">Other Recent Deals</h2>SpaceX announced on Tuesday that it has secured an option to acquire the artificial intelligence coding startup Cursor later this year for $60 billion. Under the agreement, SpaceX can alternatively pay Cursor $10 billion for their collaborative work if it chooses not to complete the purchase.The deal pairs Cursor’s popular AI-powered code editor and its distribution to software engineers with SpaceX’s Colossus supercomputer — with the stated goal of building “the world’s most useful” AI models for coding and knowledge work.In the first quarter, Tesla also invested $2 billion in SpaceX. The rocket manufacturer is reportedly slated to go public as early as mid-2026, joining Tesla as the second of Musk’s companies to be publicly traded.&nbsp;<h2 class="st-heading-2">How Did Retail Traders React?</h2>On Stocktwits, retail sentiment around TSLA stock stayed within the ‘extremely bullish’ territory over the past 24 hours, while message volume rose from ‘normal’ to ‘high’ levels.Meanwhile, sentiment around <a href="https://stocktwits.com/symbol/SPACEX">SPACEX</a> stayed within ‘bearish’ territory.<a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> has gained 49% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/msft-plunges-towards-worst-day-in-over-two-months-on-first-ever-voluntary-employee-buyout/cZBQPRaReRw">MSFT Plunges Toward Worst Day In Over Two Months On First-Ever Voluntary Employee Buyout</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A customer walks by a Tesla Motors dealership on November 3, 2025 in San Diego, California. 

Tesla-SpaceX Merger Is Coming: Biographer Tells Investors, ‘You’re Investing In Elon Musk, Not Procter & Gamble’

In a CNBC “Squawk Box” interview on Thursday, Isaacson pointed to Tesla and SpaceX’s existing collaboration on Terafab and other potential collaborations. 

<ul class="summary-bullets"><li>Investment banks are reportedly targeting a valuation for SpaceX above $2 trillion ahead of a potential public listing.</li><li>Chan Ahn, the founder and CEO of Tessera Lab, told Stocktwits that on-chain instruments and prediction markets are consistently pricing SpaceX closer to $1.5 trillion.</li><li>He explained that the gap reflects differences in access to information, the investor base, and the structural features of on-chain instruments.</li></ul>Tesla (TSLA) chief executive Elon Musk announced that the EV market is expanding its relationship with SpaceX (SPACEX), but not everyone agrees on what the space company is worth. While banks are targeting a $2 trillion valuation, on-chain data suggests a figure closer to $1.5 trillion.Chan Ahn, the founder and CEO of Tessera Lab, who is also a Goldman Sachs and JPMorgan veteran, told Stocktwits that on-chain markets offer a distinct, consistently lower view of SpaceX’s valuation.Ahn launched T-SpaceX in February, an on-chain instrument that provides economic exposure to SpaceX through a loan participation structure. The product trades continuously on decentralized exchanges, offering a real-time market signal rather than periodic valuation updates typical of private markets.Since launch, more than 600 traders have generated over $100 million in notional volume, with pricing consistently implying a SpaceX valuation of roughly $1.54 trillion.&nbsp;According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-04-08/elon-musk-spacex-ipo-2-trillion-valuation-push-explained">report</a>, the contrasting $2 trillion valuation leans heavily on AI hype.<blockquote>“The same $1.54 trillion figure has been independently arrived at by Polymarket traders operating with no connection to T-SpaceX. When two structurally unrelated on-chain markets converge on a number that is a consistent discount to the bank target, that convergence deserves attention.”&nbsp;&nbsp;— Chan Ahn, Founder &amp; CEO, Tessera Lab</blockquote><h2 class="st-heading-2">Why Is There A $500 Billion Gap In SpaceX’s Valuation?</h2>Ahn pointed to three factors driving the roughly $500 billion gap between traditional and on-chain valuations.The first, he said, is execution risk. Bank-led estimates assume continued growth in SpaceX’s key businesses, including Starlink revenue expansion, successful deployment of next-generation Starship systems, and the integration of Musk’s artificial intelligence initiatives. These assumptions are plausible but not yet validated through public financial disclosures.Ahn noted that the second factor was structural. T-SpaceX provides economic exposure, not equity ownership. Investors do not receive voting rights or dividends, and the instrument is designed to trade at a discount to the underlying equity value.The third difference is the investor base, he said. On-chain markets are dominated by retail and crypto-native participants, while institutional investors are participating in private discussions with access to non-public information. Hence, each group prices risk differently.“Bank-led valuations are negotiated estimates based on privileged access,” Ahn told Stocktwits. “On-chain pricing reflects the aggregated views of a broader group trading without that advantage.”<h2 class="st-heading-2">Tesla And SpaceX Operational Tries Grow Closer</h2>During the first quarter (Q1) earnings call, Musk said the two companies are going to partner to build a “Terafab” in Austin, a project expected to cost tens of billions of dollars and produce advanced chips for artificial intelligence, autonomous vehicles, and space-based computing systems.&nbsp;The filings also showed Tesla had disclosed a $2 billion equity investment in SpaceX, which reduced its free cash flow for the quarter.<a href="https://stocktwits.com/symbol/TSLA">TSLA’s stock</a> fell nearly 5% in morning trade on Thursday. On Stocktwits, retail sentiment around the EV maker trended in ‘extremely bullish’ territory over the past day, while chatter rose to ‘high’ from ‘normal’ levels. Retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/SPACEX">SpaceX</a>, which isn’t publicly traded yet, trended in the ‘bearish’ zone.<h2 class="st-heading-2">Traditional Private Markets Vs On-Chain Data&nbsp;</h2>According to Ahn, the broader argument is not that on-chain markets are more accurate, but that they answer a different question. “I’d be asking why two very different methodologies land near each other, and at a consistent discount to where management is currently testing the market,” he said.Ahn explained that private market valuations are set through infrequent funding rounds and negotiations, often under conditions of limited transparency. On-chain instruments, by contrast, provide continuous pricing based on open participation, even if that pricing reflects less-informed participants. “Traditional private markets give you a snapshot,” he said. “On-chain markets give you a live feed.”The SpaceX roadshow is confirmed for the week of June 8 with pricing targeted for June 15. According to Ahn, between the roadshow kicking off and the final listing is when investment banks will have institutional price discovery conversations. He forecast that they may not necessarily cite T-SpaceX or Polymarket at the roadshow, but the $500 billion is likely to be too big to ignore.&nbsp;<blockquote>That data will matter more for crypto's role in capital markets than any regulatory announcement or theoretical argument. The test is live.&nbsp;— Chan Ahn, Founder &amp; CEO, Tessera Lab</blockquote>Somewhere in the gap between those numbers is the price the public market will set on June 15, Ahn said. Which one proves closer to reality will become clear when public investors set the price.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/poet-stock-rallies-to-11-year-high-wolfpack-says-market-verdict-in-2027/cZBBUqlRebI">EXCLUSIVE: POET Stock Rallies To Near 11-Year High – Wolfpack Says Market Will ‘Render Its Verdict‘ By 2027</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Kennedy Space Center, Florida, United States - SpaceX CEO Elon Musk speaks to the media following a press conference. (Photo by Paul Hennessy/NurPhoto via Getty Images) 

SpaceX IPO Valuation: The $500B Gap Between Wall Street And Blockchain Nobody Is Talking About

Elon Musk announced that Tesla is expanding its relationship with SpaceX during the Q1 earnings call, and filings disclosed a $2 billion equity investment.

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