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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

Reports that Nvidias board may remove Jensen Huang amid allegations involving workplace relationships and suspected Chinese intelligence links have dominated discussion, with traders debating leadership and governance risks while others dismiss the reports as unconfirmed and view the selloff as a buying opportunity. The boards reported deliberations and possible congressional scrutiny have intensified uncertainty around Huangs future, though no removal is confirmed.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

Reports that Nvidias board may oust Jensen Huang amid misconduct and national-security scrutiny have fueled bets that customers and capital could shift toward AMD. Traders are divided over whether the move signals lasting market-share gains or is a sentiment-driven rally, arguing Nvidias leadership turmoil does not by itself change chip competitiveness.

GraniteShares ETF Trust - GraniteShares 2x Long NVDA Daily ETF

GraniteShares 2x Long NVDA Daily ETF

Reports and speculation that Nvidias board may oust CEO Jensen Huang are driving attention, with traders debating whether the controversy and related selloff are a buying opportunity or a sign of further downside. Many are buying the dip in NVDL ahead of Nvidia earnings, while noting that the ETFs 2 daily exposure can magnify moves in either direction.

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

AMATs upcoming quarterly earnings report has traders focused on equipment orders and guidance as a read-through on whether AI-driven fab spending is holding up. The community is split between optimism about chipmaking demand and concern that capex could slow, with recent price strength prompting both rebound hopes and caution about the outlook.

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.

Ciscos upcoming earnings report has traders focused on whether AI infrastructure orders will translate into durable revenue and cash flow, or reflect hyperscalers potentially lumpy data-center spending. Optimists point to strong networking demand, while skeptics highlight margin and inventory risks and question whether the order momentum is sustainable.

RUM Group, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

RUMs quarterly results highlighted rapid growth in its Quake AI infrastructure business and a first positive adjusted EBITDA quarter, fueling a sharp rally. Traders are debating whether high short interest could amplify the move, while others point to the softer next-quarter outlook and uncertainty around financing further data-center expansion.

Xeris Biopharma Holdings, Inc. is a biopharmaceutical company, which engages in developing and commercializing products across a range of therapies. Its products include Gvoke, Keveyis, and Recorlev. Gvoke is a ready-to-use liquid glucagon for the treatment of severe hypoglycemia. Keveyis is the therapy approved in the United States to treat hyperkalemic, hypokalemic, and related variants of primary periodic paralysis (PPP). Recorlev is a cortisol synthesis inhibitor approved for the treatment of endogenous hypercortisolemia in adult patients with Cushing’s syndrome. The company was founded by Steven Prestrelski in 2005 and is headquartered in Chicago, IL.

Xeris Biopharma Holdings Inc

Strong Q3 growth led by Recorlev and raised revenue expectations, including an accelerated long-term sales outlook, are driving bullish discussion around Xeriss earnings-based rerating. Some traders also speculate about a buyout, but that remains unconfirmed, while others warn the sharp rally could pull back.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricors rally is centered on the FDAs November 22 decision on deramiocel for Duchenne muscular dystrophy, with managements confidence in the trial data and comments about possible labeling fueling optimism. Traders are also discussing analyst upgrades and a potential short squeeze, while others stress that approval remains uncertain given prior FDA concerns and the binary nature of the decision.

VanEck ETF Trust - VanEck Semiconductor ETF

VanEck Semiconductor ETF

SMHs rebound is drawing attention as traders point to CoreWeaves upbeat outlook as support for AI-chip demand, while reported uncertainty around Nvidia CEO Jensen Huang and doubts about debt-funded AI spending keep some traders cautious. Others see the move as a buying opportunity, with chip stocks rebounding despite Nvidia-specific pressure.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

China-related security allegations and congressional scrutiny are a major focus, with traders debating whether the resulting pressure is overdone or signals lasting risk. Attention is also building around Webulls upcoming quarterly results: bulls cite growth and profitability and expect a recovery, while skeptics point to weak trading and persistent selling.

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Telesat (TSAT) Surpasses Q3 Earnings and Revenue Estimates

Telesat (TSAT) delivered earnings and revenue surprises of +238.89% and +5.58%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Amazon Could Buy Viasat As AST SpaceMobile Tries Rival Bid, Satellite Consultant Says: Musk-Bezos ‘Cage Fight’ Looms

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Analyst Tim Farrar said SpaceX could announce an acquisition of EchoStar’s remaining business as soon as next week.

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...

Telesat reiterated 2026 GEO revenue of $300M to $320M and adjusted EBITDA of $210M to $230M, excluding non-recurring debt refinancing costs; Lightspeed spending is expected at $1.1B to $1.3B.

Telesats Q3 revenue and adjusted EBITDA declined year over year; GEO revenue decline involved contract non-renewal, capacity and customer-service reductions, and satellite removals; refinancing GEO debt remains a focus ahead of maturities.

Telesat signed a $2.7B Canadian defense agreement with $2B in milestone payments; Lightspeed is planned at 225 satellites and fully funded; LEO backlog was $5.6B.

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

Bearish Sentiment

<ul class="summary-bullets"><li>Farrar said AST’s rival effort would require substantial telecom backing and face opposition from Viasat management.</li><li>An Amazon takeover could end Equatys as a satellite project, according to Farrar.</li><li>FCC approval of Amazon’s $11.5 billion Globalstar deal advances its D2D ambitions, adding competitive pressure on AST.</li></ul><p>Amazon (AMZN) could soon acquire Viasat (VSAT), while AST SpaceMobile (ASTS) has tried to assemble a rival bid, satellite consultant Tim Farrar said, outlining a potential takeover battle as Amazon and SpaceX compete for satellite dominance.</p><h2 class="st-heading-2"><strong>Why Viasat Could Fit Amazon’s Space Ambitions</strong></h2><p>Farrar pointed to growing expectations of an Amazon-Viasat deal in his recent&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/TMFAssociates/status/2115466931038040276">note</a>, “Prepare for the Musk vs Bezos cage fight,” following the Satellite Innovation conference in California.</p><p>“But that’s mainly a telecom industry issue, and what was animating numerous people I spoke to yesterday, is the expectation that Amazon will soon announce the acquisition of Viasat, mainly for their international spectrum holdings, but also to combine Viasat’s Ka-band GEO business with Amazon Leo, and strengthen Amazon’s position in the government and aviation market (and incidentally remove Telesat’s biggest commercial customer for Lightspeed),” he said.</p><p>In his view, pairing Viasat’s spectrum and geostationary satellites with Amazon’s low Earth orbit network could boost its government and aviation business, while sharpening its challenge to SpaceX.</p><h2 class="st-heading-2"><strong>ASTS’ Rival Play Faces An Uphill Battle</strong></h2><p>AST SpaceMobile’s rival effort would face funding and management hurdles, according to Farrar. “I’m also told AST has attempted to put together a rival bid, but that would require significant support from the telcos, and would be vehemently opposed by Viasat management,” he said.</p><p>“In contrast, selling Viasat to Amazon could be seen as a graceful exit, before Viasat’s current GEO business is overwhelmed by LEO competition.” However, Farrar did not disclose a potential deal value or name the telecom companies that might back AST.</p><p>He also predicted an Amazon takeover would end Equatys, Viasat’s venture with Space42, as a satellite project. But Amazon would still need to work with Space42 to coordinate L-band spectrum access in Europe, the Middle East and Africa.</p><h2 class="st-heading-2"><strong>Globalstar Gives Amazon A Head Start</strong></h2><p>The speculation comes shortly after the FCC approved Amazon’s $11.5 billion Globalstar acquisition, advancing its push into direct-to-device satellite connectivity. The deal is expected to close in 2027. It would give Amazon 25 megahertz of internationally harmonized mobile-satellite spectrum and infrastructure to connect phones and other devices directly to satellites.</p><p>The FCC said the deal could expand coverage, strengthen emergency communications, and put the spectrum to greater use, with no likely material public-interest harms. Amazon also has a pending application for up to 5,105 D2D satellites and has agreed to continue supporting Apple’s satellite services.</p><h2 class="st-heading-2"><strong>Amazon’s Rise Puts ASTS Under Pressure</strong></h2><p>Farrar said telecom operators are increasingly seeing Amazon as a counterweight to SpaceX. “In the D2D market, Amazon is seen as the most realistic potential savior by the telcos, as belief that AST will ever deliver a useful service ebbs away,” he said.</p><p>Still, a telecom joint venture appeared poised to sign memorandums of understanding with both companies, he added. Amazon’s rollout speed and potential U.S. capacity also is uncertain.</p><p>Farrar flagged risks in AST’s Ligado spectrum arrangement. “And AST’s relationship with Ligado remains tense: Ligado does not benefit at all from the high valuations now being put on MSS spectrum, because AST pays Ligado just enough to cover the ongoing lease payments to Viasat,” he said. He suggested that Ligado could surrender spectrum rights in a U.S. government settlement, potentially leaving AST exposed.&nbsp;</p><h2 class="st-heading-2"><strong>Analyst Sees EchoStar As SpaceX’s Next Target</strong></h2><p>Farrar linked the “missing pieces” Musk mentioned during SpaceX’s results call last week to a possible stock-based acquisition of EchoStar’s remaining business. In Farrar’s view, a deal could give SpaceX DISH Wireless network assets and additional AWS-3 and CBRS spectrum, while potentially replacing cash payments for previously agreed AWS-4 and Band 70 purchases.</p><p>“And it would not be surprising if the deal was announced as soon as next week, given that mediation is scheduled through November 4, although Ergen is known for being a tough negotiator and might make it hard to reach an agreement on price,” Farrar said.</p><h2 class="st-heading-2"><strong>How Do Retail Traders Feel About AMZN, ASTS And VSAT?</strong></h2><p>On Stocktwits, retail sentiment for ASTS was ‘bearish’ amid ‘low’ message volume, while VSAT drew ‘bullish’ sentiment amid ‘high’ volume and AMZN sentiment was ‘neutral’ amid ‘normal’ volume.&nbsp;</p><p><a class="mention" data-mention="$AMZN" data-symbol-id="AMZN" href="https://stocktwits.com/symbol/AMZN" target="_blank">AMZN shares</a> are up 10% year-to-date, while ASTS has fallen 42% and VSAT has surged 127%.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p><p>Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rklb-stock-neutron-electron-nasa-updates-why-retail-still-on-the-fence/cZUQeTzR9G6">RKLB Stock Eyes Best Week In A Month: Neutron, Electron And NASA Updates Stack Up — Why Is Retail Still On The Fence?&nbsp;</a></p>

 In this photo illustration, an Amazon logo is seen displayed on a smartphone with an Amazon project Kuiper logo in the background. (Photo Illustration by Avishek Das/SOPA Images/LightRocket via Getty Images)

 Analyst Tim Farrar said SpaceX could announce an acquisition of EchoStar’s remaining business as soon as next week.

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Viasat, Inc.

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Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

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