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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is rallying as investors react to CEO Jensen Huang joining President Trumps high-stakes diplomatic trip to China, fueling speculation about a potential easing of export restrictions and a revival of sales in the region. The stock remains a primary focus of community sentiment, with traders debating the impact of these geopolitical developments alongside the company's upcoming earnings report.

Figma, Inc. is an AI-powered digital design and product development platform. The firm offers tools for teams to collaborate on the entire lifecycle of software creation. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma is experiencing significant volatility and social media buzz as investors debate the impact of AI on its long-term viability, with many closely tracking high short interest ahead of the upcoming earnings report. The community remains deeply divided, balancing concerns over AI-driven obsolescence against bullish sentiment from those betting on a short squeeze and long-term enterprise growth.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines is experiencing intense volatility and heightened community interest as investors weigh its upcoming earnings and future contract awards against recent sector-wide fluctuations. The stock is a primary focus for discussions around the broader commercial space economy, with traders debating whether its recent price action reflects fundamental accumulation or speculative momentum linked to upcoming space mission milestones.

Digi Power X, Inc. is a block chain technology company, which engages in crypto currency mining. It focuses on validation through mining, hosting solutions, and blockchain software solutions. It operates through the following segments: Cryptocurrency Mining, Sales of Energy and Electricity, and Colocation Services. The company was founded on February 18, 2017, and is headquartered in Miami, FL.

Digi Power X Inc. - Ordinary Shares (Sub voting)

Digi Power X is trending as investors rush to capitalize on its high-profile data center contract with Cerebras Systems ahead of the highly anticipated IPO. The community is actively debating potential squeeze catalysts, earnings expectations, and the stock's role as a key infrastructure play in the rapidly expanding AI data center sector.

Dogecoin is an open-source digital currency based on the "Doge" meme that functions as a peer-to-peer medium for fast payments and digital tipping. Unlike projects backed by corporate entities, its value is driven by a global community, and the project is managed by a decentralized group of volunteers and the non-profit Dogecoin Foundation rather than a formal company.  Originally created in 2013 by software engineers Billy Markus and Jackson Palmer as a market parody, the project held no public sale or venture capital rounds. The network operates as a fork of LuckyCoin, which itself was a fork of Litecoin, using a proof of work consensus mechanism. It employs the Scrypt algorithm to ensure the mining process remains fast and efficient, with new blocks processed every 60 seconds. A unique technical feature is its use of merged mining, allowing miners to secure Dogecoin simultaneously with other Scrypt-based networks like Litecoin.  To keep transaction fees low and the network running indefinitely, Dogecoin features an uncapped supply where new coins are added forever. In a major regulatory milestone in March 2026, a joint SEC and CFTC framework officially classified Dogecoin as a digital commodity, placing it in the same asset category as gold or oil.

Dogecoin

Dogecoin is capturing market attention as it breaks out of a consolidation range and clears key technical moving averages, fueling community speculation about a potential rally. Investors remain divided between bullish sentiment regarding the coin's independence from Bitcoin's price action and concerns over whale concentration and long-term price sustainability.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco Systems is currently trending as a massive beneficiary of the AI infrastructure build-out, with investors re-rating the stock following a significant earnings beat and raised guidance for AI-related orders. The community is buzzing over the stock's rare double-digit post-earnings surge, with many drawing parallels to the dot-com era while debating whether this momentum signals a long-term shift for legacy tech or a temporary speculative bubble.

Mezo is the onchain Bitcoin banking platform owned by its users. Users can access self-service Bitcoin finance without interacting with loan officers, undergoing credit checks, or observing operational hours. It’s just you, your Bitcoin, and permissionless access to financial services 24/7.  Traditional banks profit from your deposits while charging you for access to your own money. Two-sided lending markets trap you with 8-9% variable rates that can spike unpredictably, especially in decentralized financial systems. Both systems put middlemen between you and your wealth.  Mezo eliminates them all, giving you the power to manage your finances intelligently on your own terms.  Deposit Bitcoin as collateral, mint MUSD (a dollar-pegged stablecoin), and use it however you need. Your Bitcoin stays yours while MUSD provides you with instant liquidity. Fixed rates start as low as 1% and stay fixed for the entire life of the loan.  This is self-service banking with complete autonomy. Unlike any traditional banking experience, there are no minimum payments, set repayment schedules, or penalties for early repayment. Close your position tomorrow or keep it open for years.  It’s your Bitcoin and your decision on what to do with it.

MEZO

MEZO is drawing significant community interest following its listing on Coinbase and a strategic partnership with Aerodrome Finance aimed at bolstering Bitcoin DeFi utility. Investors are actively debating the token's long-term potential as a Bitcoin side-chain for staking and governance, despite recent volatility and discussions regarding its price discovery phase.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavax is seeing increased market attention as investors weigh the potential for government-backed vaccine research amid fresh viral concerns, while community discussion focuses on the company's reliance on the Matrix-M adjuvant platform and its ability to secure lucrative partnerships. Meanwhile, shareholders are closely monitoring an upcoming proxy talk with Shah Capital as they demand greater accountability from management regarding capital allocation and strategic communication.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group is trending as investors and social media communities react to a high-profile diplomatic summit in Beijing, which has sparked intense debate over the company's geopolitical influence and the administration's economic policies. Market participants are actively discussing the potential impact of these international negotiations on the stock, while community discourse remains deeply polarized around the company's leadership and the broader implications of its current trade and foreign policy initiatives.

Take-Two Interactive Software, Inc. engages in the development, publishing, and marketing of interactive software games. Its products are designed for console systems, handheld gaming systems, and personal computers, including smart phones and tablets, and are delivered through physical retail, digital download, online platforms, and cloud streaming services. The company was founded by Ryan A. Brant in 1993 and is headquartered in New York, NY.

Take-Two Interactive Software, Inc.

Take-Two Interactive is experiencing heightened volatility and selling pressure driven by investor concerns over generative AI advancements in game development. Despite the market reaction, the community is focused on the upcoming Grand Theft Auto VI release, with many viewing the dip as a potential buying opportunity while awaiting clarity on the game's marketing roadmap and earnings performance.

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<ul class="summary-bullets"><li>New Street called Rocket Lab the only scaled Western space platform outside of SpaceX.</li><li>The brokerage also called EchoStar a "hidden SpaceX proxy" because it owns a 2.2% stake in SpaceX.</li><li>The firm said Viasat’s massive global MSS spectrum position is not reflected in its share price.</li></ul><p>Investor frenzy around SpaceX is beginning to spill into public space stocks, with New Street naming Rocket Lab (RKLB), EchoStar (SATS), and Viasat (VSAT) among the biggest potential winners from the rapidly expanding space economy.</p><p>On Wednesday,&nbsp;<a href="https://stocktwits.com/symbol/RKLB">RKLB</a> jumped 6%,&nbsp;<a href="https://stocktwits.com/symbol/SATS">SATS</a> gained 3%,&nbsp;<a href="https://stocktwits.com/symbol/TSAT">TSAT</a> climbed 1% and&nbsp;<a href="https://stocktwits.com/symbol/PL">PL</a> edged up 0.2%, while&nbsp;<a href="https://stocktwits.com/symbol/VSAT">VSAT</a> slipped 1%.&nbsp;</p><h2 class="st-heading-2"><strong>Rocket Lab: Rare Scaled Alternative To SpaceX</strong></h2><p>In a fresh launch of coverage across space stocks, New Street analysts initiated ‘Buy’ ratings on Rocket Lab, Viasat, and EchoStar, while assigning Sell ratings to Planet Labs (PL) and Telesat (TSAT).</p><p>Among the firm’s top calls was Rocket Lab, which New Street called the only Western space platform on a scale with SpaceX. The brokerage said that Rocket Lab’s current valuation implies that the company captures less than 1% of the broader space economy opportunity, despite rapidly expanding across launch services, missile defense, satellite manufacturing, spacecraft systems, and national security infrastructure. New Street said that opportunity remains “largely underpriced.”</p><p>The bullish stance comes as Rocket Lab aggressively builds out a vertically integrated space and defense platform spanning reusable rockets, hypersonic testing, defense payloads, spacecraft manufacturing and orbital infrastructure.</p><p>During the company’s recent quarterly earnings call, Rocket Lab CEO Peter Beck highlighted the company’s exposure to national security and defense programs, including the Pentagon’s MACH-TB hypersonic initiative and Golden Dome-related Space interceptor opportunities.</p><p>Rocket Lab also disclosed a record $2.2 billion backlog, while confirming that customer demand for its upcoming reusable Neutron rocket remains strong ahead of the vehicle’s expected first launch later this year. The company also announced a major 20-launch Haste hypersonics contract, alongside a separate Neutron agreement, the largest launch contract in Rocket Lab’s history.</p><h2 class="st-heading-2"><strong>SpaceX IPO Buzz Fuels The Entire Space Trade</strong></h2><p>Space stocks have been riding SpaceX’s IPO buzz, with the firm targeting a mid-2026 IPO that could value the Elon Musk-led company between $1.75 trillion and $2 trillion, potentially making it one of the largest public listings in market history.</p><p>Markets have increasingly focused on SpaceX’s expansion beyond rockets into AI infrastructure, satellite broadband, direct-to-device communications and orbital data-center ambitions. The enthusiasm accelerated further after reports of Google being in talks with SpaceX for a potential rocket-launch deal for orbital AI data centers.</p><p>SpaceX has also recently announced agreements involving Anthropic and filed applications to launch up to one million satellites supporting future orbital infrastructure. Investors have additionally focused on the possibility that a future SpaceX IPO could trigger major passive ETF inflows following accelerated index inclusion rule changes across Nasdaq, S&amp;P and FTSE Russell.</p><h2 class="st-heading-2"><strong>EchoStar: Hidden SpaceX Proxy Play</strong></h2><p>New Street also identified EchoStar as a direct proxy play on SpaceX. The firm pointed to EchoStar’s 2.2% ownership stake in SpaceX after the xAI merger, saying that a future SpaceX IPO at a higher valuation could create “meaningful upside” for SATS shares. The brokerage also highlighted EchoStar’s growing importance in direct-to-device satellite connectivity infrastructure.</p><p>Recently, the FCC approved EchoStar’s sale of 65 megahertz of nationwide spectrum to SpaceX for Starlink’s direct-to-device offerings. The FCC said that the deal would boost America’s leadership in satellite-to-smartphone connectivity, while accelerating wireless infrastructure.</p><h2 class="st-heading-2"><strong>Viasat: Underappreciated Spectrum Giant</strong></h2><p>New Street also turned bullish on Viasat, saying that the company’s ownership of the world’s “largest band of global MSS spectrum” is not being reflected in the current share price. The brokerage believes that Viasat’s spectrum position could become more valuable as satellite broadband, direct-to-device communications and orbit connectivity markets continue expanding globally.</p><p>The call comes shortly after Viasat successfully launched its ViaSat-3 Flight 3 satellite aboard a SpaceX Falcon Heavy rocket last month. The satellite is expected to add more than 1 terabit per second of throughput capacity across the Asia-Pacific region as part of Viasat’s broader multi-orbit connectivity strategy. Viasat said the constellation can support aviation connectivity, maritime broadband, government and defense communications, business internet services and rural broadband expansion globally.</p><h2 class="st-heading-2"><strong>New Street Leans Bearish On PL And TSAT</strong></h2><p>Meanwhile, New Street assigned ‘Sell’ ratings to Planet Labs and Telesat. For Planet Labs, the brokerage said that the company remains “well positioned with tier-2 countries” but expressed concerns that the valuation already reflects much of that opportunity.</p><p>For Telesat, New Street warned that the rapid rise in satellite capacity from both Starlink and Amazon could pressure pricing across the industry and potentially lead the company to miss future revenue expectations.</p><h2 class="st-heading-2"><strong>How Do Retail Traders Feel About Space Stocks?</strong></h2><p>Investors are broadly optimistic about space stocks on Stocktwits. Retail sentiment for RKLB was ‘extremely bullish’ amid ‘extremely high’ message volume, while VSAT, SATS, PL and TSAT all carried ‘bullish’ sentiment readings. Among them, SATS and PL saw ‘high’ message volume, while VSAT and TSAT recorded ‘normal’ activity.</p><p>Space stocks have delivered massive returns over the past year. PL has surged 978%, while VSAT has rallied 578%, SATS has gained 574%, RKLB has climbed 469% and TSAT has advanced 213%.&nbsp;</p><p>For updates and corrections, email newsroom[at]stocktwits[dot]com.</p><p>Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sls-stock-4-year-high-blackrock-stake-aml-trial-buzz/cZX1gPORe1G">SLS Stock Hits 4-Year High: BlackRock Stake Boost Fuels Buzz Around Looming AML Trial Readout&nbsp;</a></p>

The SpaceX logo is displayed on a smartphone screen with the xAI logo in the background.

SpaceX Fever Is Spreading Across Space Stocks — Here’s Why New Street Is Bullish On RKLB, SATS And VSAT

Space stocks have rallied amid growing excitement around SpaceX’s potential $2 trillion IPO.

SpaceX Ripple Effect? RKLB, SATS And VSAT Emerge As Top Space Stock Bets 

Equity

Telesat (NASDAQ:TSAT) Upgraded by Zacks Research to "Strong-Buy" Rating

Zacks Research raised shares of Telesat from a "hold" rating to a "strong-buy" rating in a research note on Monday...

Telesat Q1 Earnings Call Highlights

Telesat (NASDAQ:TSAT) reported first-quarter 2026 results that management said were in line with expectations for its legacy geostationary (GEO) business while continuing to advance development and...

Telesat (NASDAQ:TSAT) Releases Earnings Results, Misses Expectations By $1.54 EPS

Telesat (NASDAQ:TSAT - Get Free Report) released its quarterly earnings data on Tuesday. The company reported ($2.21) earnings per share (EPS) for the quarter, missing the consensus estimate of...

Telesat (NASDAQ:TSAT) Shares Gap Down  Following Weak Earnings

Telesat (NASDAQ:TSAT) Shares Gap Down on Disappointing Earnings...

Telesat (TSAT) Projected to Post Quarterly Earnings on Tuesday

Telesat (NASDAQ:TSAT) will be releasing its Q1 2026 earnings before the market opens on Tuesday, May 5. (View Earnings Report at...

Telesat (NASDAQ:TSAT) Stock Price Down 5.6% - Here's Why

Telesat (NASDAQ:TSAT) Trading Down 5.6% - Should You Sell...

Wall Street Zen Downgrades Telesat (NASDAQ:TSAT) to Strong Sell

Wall Street Zen lowered Telesat from a "sell" rating to a "strong sell" rating in a research note on Saturday...

Telesat (NASDAQ:TSAT) Reaches New 1-Year High - Here's What Happened

Telesat (NASDAQ:TSAT) Reaches New 1-Year High - Here's What Happened...

Telesat (NASDAQ:TSAT) Shares Up 10.1%  - Here's Why

Telesat (NASDAQ:TSAT) Trading 10.1% Higher - What's Next...

Telesat Corp. engages in the provision of satellite communications and consulting services. It operates through Geostationary (GEO) and Low Earth Orbit (LEO) segments. It is a global satellite operator, providing mission-critical communications solutions to support the requirements of sophisticated satellite users throughout the world and consists of 14 geostationary satellites and the Canadian payload on Viasat-1. The company was founded in 1969 and is headquartered in Ottawa, Canada.

Telesat Corp - Ordinary Shares - Class A

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Telesat Corp - Ordinary Shares - Class A

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TSATTelesat Corp - Ordinary Shares - Class A