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Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energys strong Q3 results and raised full-year outlook are being overshadowed by a sharp selloff, with traders citing negative cash flow amid heavy capacity investment, a stretched valuation, and broader pressure on AI-linked stocks. Bulls view the results and data-center power demand as evidence of strong growth, while bears question cash generation and whether expectations had become too high.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. It operates through the Hard Disk Drives (HDD) segment. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digitals strong quarterly results, higher guidance, and dividend increase are drawing attention, but shares have sold off despite the positive report. Traders are debating whether the decline reflects broader weakness in AI and storage stocks and fears of peak-cycle margins, or an overreaction to results that supporters say show continued demand.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Modernas shares plunged after Phase 3 data for its personalized melanoma vaccine with Mercks Keytruda surfaced ahead of the planned presentation; although the combination reduced recurrence-or-death risk, traders widely viewed the results as falling short of lofty expectations after the stocks sharp run-up. The debate centers on whether the selloff is an overreaction to positive clinical results or a reassessment of the vaccines commercial promise and Modernas valuation.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

A sharp semiconductor and tech selloff, amid AI/data-center financing concerns and geopolitical risk, has been magnified by SOXLs 3x leverage. Traders are split between viewing the plunge as an oversold buying opportunity and warning that semiconductor and AI valuations could fall further.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apples resilience near record highs, including on weak tech-market sessions, is driving attention, with traders pointing to defensive rotation and reports of strong iPhone Duo demand ahead of earnings. Bulls see durable demand and a potential breakout, while skeptics question the valuation and attribute the strength to positioning or market flows rather than improving fundamentals.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQs sharp drop reflects a tech and semiconductor selloff as concerns resurfaced about AI investment returns and financing, alongside higher oil prices and geopolitical risk. Traders are divided between expecting a deeper correction and viewing the pullback as a buying opportunity near support.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

Semiconductors are selling off sharply alongside the Nasdaq, with traders citing concerns about AI investment financing and credit availability, as well as broader oil and geopolitical pressures. The community is split between calling the decline an oversold buying opportunity and warning that AI-bubble fears could drive further losses.

Deckers Outdoor Corp. engages in the business of designing, marketing, and distributing footwear, apparel, and accessories developed for both everyday casual lifestyle use and high performance activities. It operates through the following segments: UGG Brand, HOKA Brand, Teva Brand, Sanuk Brand, Other Brands, and Direct-to-Consumer. The UGG Brand segment offers a line of premium footwear, apparel, and accessories. The HOKA Brand segment sells footwear and apparel that offers enhanced cushioning and inherent stability with minimal weight, originally designed for ultra-runners. The Teva Brand segment focuses on the sport sandal and modern outdoor lifestyle category, such as sandals, shoes, and boots. The Sanuk Brand segment originated in Southern California surf culture and has emerged into a lifestyle brand with a presence in the relaxed casual shoe and sandal categories. The Other Brands segment includes the Koolaburra by UGG brand. The Direct-to-Consumer segment consists of retail stores and e-commerce websites. The company was founded by Douglas B. Otto in 1973 and is headquartered in Goleta, CA.

Deckers Outdoor Corp.

Deckers latest quarterly results and outlook are driving attention: earnings and margins beat expectations, but revenue fell short and the company cut its full-year sales guidance as HOKA and UGG growth slowed, weighing on the shares. Traders are divided between viewing the selloff as excessive given profitability and buybacks, and seeing the lower outlook as evidence of weakening growth.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk is drawing attention amid a sharp selloff in memory and semiconductor stocks, with traders citing broader AI-capex worries and concerns that strong storage earnings may not sustain peak-cycle expectations. The community is split between buyers treating the drop as a correction ahead of earnings and bears pointing to broken technical support and competition risks.

Forgent Power Solutions, Inc. is a holding company, which engages in the design and manufacture of electrical distribution equipment used in data centers, power grid, and energy-intensive industrial facilities. It also offers powertrain solutions and standard and custom products. The company was founded on July 21, 2025 and is headquartered in Dayton, MN.

Forgent Power Solutions Inc. - Ordinary Shares - Class A

Forgent Power Solutions Inc.

Forgents CFO departure triggered a sharp selloff, followed by company clarification that he was not leaving over a disagreement and a preliminary update that first-quarter revenue and adjusted EBITDA would exceed prior guidance. Traders are divided between viewing the drop as an overreaction given the companys backlog and growth outlook, and worrying that the abrupt transition signals undisclosed financial issues.

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Telesat (TSAT) Q2 2026 Earnings Call Transcript

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Full Transcript: Telesat Q2 2026 Earnings Call

Telesat (TSX:TSAT) released second-quarter financial results and hosted an earnings call on Thursday. Read the complete transcript below.
This content is powered by Benzinga APIs. For comprehensive financial data andread more...

Telesat Q2 2026 Earnings Call Transcript

On Thursday, Telesat (NASDAQ:TSAT) discussed second-quarter financial results during its earnings call. The full transcript is provided below.
This transcript is brought to you by Benzinga APIs. For real-time access toread more...

Globalstar (GSAT) Reports Q2 Loss, Lags Revenue Estimates

Globalstar (GSAT) delivered earnings and revenue surprises of -155.56% and -11.22%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Satellogic Inc. (SATL) Reports Q2 Loss, Beats Revenue Estimates

SATELLOGIC INC (SATL) delivered earnings and revenue surprises of -333.33% and +70.62%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Telesat (TSAT) Moves 36.3% Higher: Will This Strength Last?

Telesat (TSAT) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock suggests that there could be more strength down the road.

Gilat to Report Q2 Earnings: Here's What Investors Should Know

GILT heads into Q2 earnings with defense and in-flight connectivity momentum, major orders and a planned acquisition, but execution risks remain in focus.

MDA SPACE AWARDED $474 MILLION TO EXPAND THE TELESAT LIGHTSPEED LEO CONSTELLATION

MDA SPACE AWARDED $474 MILLION TO EXPAND THE TELESAT LIGHTSPEED LEO CONSTELLATION MDA SPACE AWARDED $474 MILLION TO EXPAND THE TELESAT LIGHTSPEED LEO CONSTELLATION PR Newswire TORONTO, Aug. 4, 2026 Follow-on order of MDA AURORAsatellites will enable Telesat to meet the needs of both commercial and...

Zacks Industry Outlook Highlights Gilat Satellite Networks, Telesat and Satellogic

Gilat Satellite Networks, Telesat and Satellogic are positioned to benefit from rising demand for satellite connectivity despite near-term industry challenges.

3 Stocks to Watch From the Satellite and Communication Industry

Amid macroeconomic volatility, steady global connectivity bodes well for Zacks Satellite and Communication industry participants, such as GILT, TSAT and SATL.

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

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

Equity

Bullish Sentiment

<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.

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 

Planet Labs PBC

Rocket Lab USA Inc

Strive Inc. - 15% PRF PERPETUAL USD 100 - Ser A SATS Stock

Viasat, Inc.

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Stocktwits sentiment on $SPY just hit its lowest level of the year. How are you feeling about the market right now?

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 just hit its lowest level of the year. How are you feeling about the market right now?

Current Price	$40.40
Prev Close	$42.23
Open	$40.80
Dividend Yield	0.00%
50-Day Moving Average	$46.62
Beta	1.57
Avg. Volume	121,365.72
PE Ratio	-2.36

52-Week High	$61.54
52-Week Low	$23.01
Market Capitalization	$644.45M
EPS (Annual)	-$7.59
Price to Book	2.42
Revenue Per Employee	$420,702.27

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