SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

Market sentiment remains aggressively bullish as SPY pushes toward record highs, driven by massive institutional accumulation and gamma-driven buying pressure. While bears continue to forecast an imminent correction due to concerns over high valuations, bond market volatility, and geopolitical tensions, the community remains divided between those capitalizing on the relentless upward momentum and those warning of a potential bubble.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Investors are closely monitoring the QQQ as it reacts to high-profile geopolitical summits and earnings reports, fueling a fierce debate between those betting on an AI-driven supercycle and those fearing a blow-off top. The community is actively discussing the impact of insider trading disclosures, rising Treasury yields, and the potential for a market consolidation following an aggressive, record-setting rally.

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 trending as investors rally around the company's progress in securing chip export approvals for Chinese tech giants and its historic market valuation milestones. The community is deeply divided between bulls citing AI infrastructure dominance and bears expressing concerns over extreme market concentration and valuation sustainability.

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

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is currently surging on the back of a robust Q1 earnings report, a record-breaking five-launch deal for its upcoming Neutron rocket, and increasing defense-sector prestige following a U.S. Space Force facility visit. The community is actively debating the company's valuation compared to SpaceX as market participants weigh the potential impact of a future SpaceX IPO against Rocket Lab's growing backlog and sovereign launch capabilities.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Inc. is trending as investors react to a significant earnings beat and raised full-year revenue guidance, sparking intense debate over whether the stock's growth potential justifies its complex capital structure. The community is actively weighing the company's surging backlog and defense partnerships against persistent concerns regarding dilution and the influence of market makers on share price volatility.

Redwire Corp. manufactures and supplies space equipment. It offers critical space solutions and reliability components for the next generation space economy with IP for solar power generation and in-space 3D printing and manufacturing. It assists its customers in solving challenges of future space missions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Redwire Corp is experiencing significant upward momentum as investors speculate on its role as a key infrastructure provider for the space sector, fueled by anticipation of upcoming major space-related IPOs and institutional accumulation. Community sentiment remains highly bullish, with many users highlighting the stock's record backlog and defense contracts as catalysts for a long-term breakout, despite concerns from bears regarding volatility and historical price patterns.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is trending as investors anticipate a major data update during the upcoming AUA plenary session, where the community is betting that extended study results will validate the durability and clinical efficacy of aglatimagene. Shareholders are actively debating the company's valuation, potential for a buyout, and whether this presentation will serve as a catalyst for a significant rerating of the stock.

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 trending following a strong quarterly earnings report featuring revenue growth that beat analyst expectations and raised full-year guidance, fueled by accelerating enterprise adoption of its AI-powered features. Community sentiment is heavily focused on a potential short squeeze, with investors highlighting significant short interest and arguing that the companys strong net dollar retention and essential role in design workflows prove its long-term value despite broader market concerns about AI competition.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is trending as traders closely monitor a looming strike at Samsung that threatens to tighten global memory supply, fueling speculation that Micron could capture significant market share and pricing power. Community discussion is dominated by the potential for a massive supply squeeze on high-margin chips, with many investors debating whether the stock's recent ascent represents a sustainable shift in the memory supercycle or an overheated move due for a correction.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Dallas, TX.

United States Antimony Corp.

United States Antimony Corp. is seeing heightened market volatility and active community debate following a transition-heavy earnings report that showed a net loss as the company prioritizes long-term infrastructure expansion over immediate profitability. Investors remain deeply divided between those focused on the strategic value of government-backed supply chain initiatives and production scale-up targets for later in the year, and those expressing frustration over persistent operational delays and share dilution concerns.

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<ul class="summary-bullets"><li>Intuitive Machines stated that the $800 million acquisition of Lanteris in January this year helped the company post a record revenue quarter.</li><li>This is despite the Q1 revenue not including 12 days of contribution worth $13 million from Lanteris, since the acquisition closed on Jan. 13, 2026.</li><li>Intuitive Machines said its order backlog jumped more than fourfold year-over-year to $1.1 billion after adding $842 million in Q1, up from $260 million a year earlier.</li></ul>Intuitive Machines Inc. (LUNR) reported a nearly three-times surge in its first quarter (Q1) revenue, fueled by the acquisition of Lanteris Space Systems in January this year.Despite the surge, Intuitive Machines still missed Wall Street expectations. The company reported a loss of $0.25 per share on revenue of $187 million, compared to Wall Street estimates of a loss of $0.07 per share on revenue of $205 million, according to Fiscal.ai data.Intuitive Machines reported a loss of $0.09 per share during the same period a year ago, while its revenue stood at $62.52 million.<a href="https://stocktwits.com/symbol/LUNR">Intuitive Machines shares</a> were down over 6% in Thursday’s pre-market trade. LUNR was among the top trending tickers on Stocktwits at the time of writing.<h2 class="st-heading-2">LUNR Gets A Lanteris Boost</h2>Intuitive Machines stated that the $800 million acquisition of Lanteris in January this year helped the company post a record revenue quarter.This is despite the Q1 revenue not including 12 days of contribution worth $13 million from Lanteris, since the acquisition closed on Jan. 13, 2026.“Intuitive Machines continues to execute, grow, and win new business at a record pace. Our acquisition of Lanteris has been immediately accretive with the combined entity already creating value,” said Intuitive Machines CEO Steve Altemus.He added that the next phase of the space economy will be shaped not just by who reaches new frontiers, but by who can build, connect, and scale the infrastructure behind them.<h2 class="st-heading-2">LUNR Sees 4x Rise In Backlog</h2>Intuitive Machines also stated that its order backlog soared to $1.1 billion during the quarter, up more than fourfold. The company added $842 million to its order backlog in Q1, rising from $260 million a year ago.The company stated that it was awarded $428.9 million in new contracts during the quarter, led by the Space Development Agency’s Proliferated Warfighter Space Architecture Tranche 3 tracking layer and a $180.4 million NASA CLPS award.The NASA deal marks Intuitive Machines’ fifth CLPS task order and the first to require the company’s larger Nova-D lunar lander.<h2 class="st-heading-2">LUNR Announces New Acquisition</h2>Intuitive Machines announced on Thursday that it will acquire Goonhilly Earth Station and COMSAT, expanding its deep-space communications and ground-station capabilities in the U.K. and the U.S.The deal adds Goonhilly’s lunar, satellite communications, and defense divisions to Intuitive Machines’ integrated space-to-ground network.The combined network is expected to support lunar and cislunar missions with communications, data transport, and positioning and navigation services.The company expects the acquisition to close in the third quarter (Q3) of 2026, subject to regulatory approvals.<h2 class="st-heading-2">How Did Retail Traders React To LUNR?</h2>Retail sentiment on Stocktwits around Intuitive Machines trended in the ‘extremely bullish’ territory, with message volumes in the ‘extremely high’ levels at the time of writing.One user believes that Intuitive Machines had a great quarter.<stembedurl>https://stocktwits.com/Morerunners/message/653335261</stembedurl>Another bullish user on the platform praised LUNR’s Q1 results.<stembedurl>https://stocktwits.com/michaftm/message/653335003</stembedurl><a href="https://stocktwits.com/symbol/LUNR">LUNR stock</a> is up 120% year-to-date and 207% over the past 12 months. The Procure Space ETF (UFO) is up 137% over the past 12 months, while the S&amp;P Aerospace &amp; Defense ETF (XAR) is up 48%.The ARK Autonomous Technology &amp; Robotics ETF (ARKQ) is up 75% during this period, while the ARK Space &amp; Defense Innovation ETF (ARKX) is up 72%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-invites-xi-jinping-white-house-september-24/cZX1nV0Re1W">Trump Invites Xi To White House In September, Says US-China Relationship Goes Back To America's Founding</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of Intuitive Machines, Inc. is displayed on a smartphone screen, with the company's blue branding visible in the background, on May 11, 2025, in Chongqing, China.

LUNR Posts Record Revenue, $1.1B Backlog — So Why Are Investors Disappointed?

The company reported a loss of $0.25 per share on revenue of $187 million, compared to Wall Street estimates of a loss of $0.07 per share on revenue of $205 million.

Equity

<ul class="summary-bullets"><li>Intuitive Machines is all set to report its Q1 results on May 14, 2026, before the opening bell.</li><li>According to TheFly, analysts at Roth Capital hiked their price target for LUNR stock to $35 from $25, while keeping a ‘Buy’ rating.</li><li>The firm believes Intuitive Machines is well-positioned to benefit from rising lunar spending and an increasing cadence of NASA Moon missions.</li></ul>Shares of Intuitive Machines Inc. (LUNR) soared nearly 12% to hit a new 52-week high on Monday ahead of the company’s first-quarter earnings slated for later this week.LUNR was among the top trending tickers on Stocktwits at the time of writing.<h2 class="st-heading-2">LUNR’s Q1 Earnings Ahead</h2>Intuitive Machines is all set to report its first-quarter (Q1) results on May 14, 2026, before the opening bell.Wall Street estimates the company’s revenue will more than triple year-on-year to $205 million, while it expects the space startup to report a loss of $0.07 per share, according to Fiscal.ai data.Intuitive Machines reported a loss of $0.09 per share during the same period a year ago, while its revenue stood at $62.52 million.<h2 class="st-heading-2">What Are Retail Traders Expecting From LUNR?</h2>Retail sentiment on Stocktwits around Intuitive Machines trended in the ‘bullish’ territory, with message volumes at ‘high’ levels at the time of writing.One user thinks the LUNR stock could surge up to 200% once SpaceX debuts on the stock market.<stembedurl>https://stocktwits.com/Zack9811/message/652929569</stembedurl>Another bullish user thinks that Intuitive Machines’ stock has entered the real bull run.<stembedurl>https://stocktwits.com/red619/message/652932102</stembedurl>According to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/finance/spacex-lays-out-ipo-details-targets-early-june-roadshow-sources-say-2026-04-07/">report</a>, SpaceX is targeting a $1.75 trillion valuation in its IPO, with the company expected to host a roadshow in June this year.<h2 class="st-heading-2">Where Do Wall Street Analysts See LUNR Stock Going?</h2>According to TheFly, analysts at Roth Capital hiked their price target for LUNR stock to $35 from $25, while keeping a ‘Buy’ rating. The firm believes Intuitive Machines is well-positioned to benefit from rising lunar spending and an increasing cadence of NASA Moon missions.Roth Capital also said the company’s recent Lanteris acquisition should support growth, synergies, and expansion beyond civil and lunar programs into broader national security offerings.Analysts at KeyBanc hiked their price target for LUNR to $27 from $26 while keeping an ‘Overweight’ rating. The firm expects favorable macro conditions to continue through 2026, supporting strong growth and potential valuation upside over time.According to Koyfin data, seven of the nine analysts covering LUNR rate the stock a ‘Buy,’ while one analyst has a ‘Hold’ rating and another recommends ‘Sell.’<h2 class="st-heading-2">LUNR Bags $180M NASA Contract</h2>Intuitive Machines announced in March this year that it had been awarded a $180.4 million contract by NASA.The company stated that the contract includes the delivery of seven science and technology payloads. This includes a lunar rover from the Australian Space Agency and technologies from Blue Origin’s Honeybee Robotics to the Lunar South Pole Region.The award marks Intuitive Machines’ fifth NASA CLPS task order and its first using the larger Nova-D lunar lander to deliver payloads and operate autonomously on the Moon.During the same month, Intuitive Machines said its subsidiary, Lanteris Space Systems, was selected by L3Harris Technologies to help develop spacecraft platforms for the Space Development Agency’s Tranche 3 Tracking Layer program.Under the agreement, the company stated that it will develop and deliver 18 spacecraft platforms to support next-generation space-based missile-tracking capabilities.<h2 class="st-heading-2">What Does LUNR Do?</h2>Intuitive Machines is a space infrastructure company that develops spacecraft, communications networks, and infrastructure services for commercial, civil, and national security customers.The company has built more than 300 spacecraft and delivered over 260 kilograms of payloads to the Moon so far.<a href="https://stocktwits.com/symbol/LUNR">LUNR stock</a> is up 99% year-to-date and 249% over the past 12 months. The Procure Space ETF (UFO) is up 145% over the past 12 months, while the S&amp;P Aerospace &amp; Defense ETF (XAR) is up 52%.The ARK Autonomous Technology &amp; Robotics ETF (ARKQ) is up 88% during this period, while the ARK Space &amp; Defense Innovation ETF (ARKX) is up 81%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-restart-project-freedom-strait-of-hormuz-iran-war/cZXaJiLRehS">Trump Considers Restarting Project Freedom, Warns It Would Go Beyond Merely Escorting Ships Through Strait Of Hormuz</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

LUNR Stock Hits 52-Week High Ahead Of Q1 Earnings This Week — Retail Says SpaceX IPO Will Fuel A Rally In Intuitive Machines Shares

Wall Street estimates Intuitive Machines’ revenue to more than triple year-on-year to $205 million, while it expects the space startup to report a loss of $0.07 per share.

<ul class="summary-bullets"><li>Spirit Airlines announced that it will suspend operations immediately, canceling all flights and marking the end of its 34-year history.</li><li>A spike in jet fuel prices, linked to Iran-related geopolitical tensions, stymied restructuring efforts and strained finances.</li><li>Despite previous bankruptcy filings and restructuring talks, the airline was unable to gain more capital or a $500 million federal rescue.</li></ul>Spirit Airlines (SAVEQ), a US low-cost carrier, officially announced on Saturday that it would close immediately, ending a 34-year run.&nbsp;Its parent company,&nbsp;<a href="https://stocktwits.com/symbol/FLYYQ">Spirit Aviation Holdings (FLYYQ)</a>, said in a statement that it had started an “orderly wind-down” and all flights were canceled, with passengers told not to go to the airport.The airline blamed its collapse on a sharp increase in jet fuel prices, driven by geopolitical tensions between Iran and the US. Despite months of restructuring plans and a proposed deal with bondholders earlier this year, Spirit said it was unable to secure the additional liquidity it needed to continue operating.&nbsp;“Tremendously disappointing,” Chief Executive Officer Dave Davis said of the shutdown, adding the company was unable to raise the hundreds of millions of dollars it needed to keep the business going. Spirit had gone bankrupt twice in less than two years and had been unable to secure a government bailout.<h2 class="st-heading-2">$500M Bailout Bid Fails</h2>According to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.pbs.org/newshour/show/rising-fuel-costs-put-budget-airlines-under-pressure-as-spirit-faces-bankruptcy">reports</a>, this comes after Spirit Airlines' bid for a $500 million rescue package from the federal government failed on Friday, a last-ditch effort to save the budget carrier.&nbsp;Speaking to reporters before leaving the White House on Friday, President Trump<a href="https://stocktwits.com/news-articles/markets/equity/spirit-airlines-cease-operations-500m-rescue-deal-collapses-trump-bailout/cZQVfyUReej"> reportedly suggested</a> that a plan to save the financially troubled airline was still being considered.&nbsp; "We're looking at it. If we could do it, we'll do it. But only if it's a good deal," Trump said.&nbsp;"I want to thank the Administration, in particular Secretary Howard Lutnick and the U.S. Department of Commerce, for their extraordinary efforts to try to preserve jobs and service across the country, along with the U.S. Department of Transportation for their assistance to minimize the disruption to our Guests in the days and weeks ahead," Davis said on Saturday.&nbsp;The shutdown will also hit about 17,000 employees. The airlines said in the statement that customers who booked directly with the airline will get automatic refunds, while others may need to seek reimbursement through agents or the ongoing bankruptcy process.&nbsp; On Stocktwits, retail sentiment around Spirit Aviation stock remained in the ‘bullish’ zone, while chatter around it stayed at ‘extremely high’ levels over the past day.U.S. benchmark WTI crude futures were trading at $102.50 per barrel, down 2.45% on the day, on the back of disruptions related to the Iran conflict, and are putting considerable pressure on fuel-intensive industries such as aviation.&nbsp;&nbsp;At Friday's close, most Aerospace &amp; Defense ETFs declined. The&nbsp;<a href="https://stocktwits.com/symbol/XAR">SPDR S&amp;P Aerospace &amp; Defense ETF (XAR)</a> declined 1.04% to around $256, while the&nbsp;<a href="https://stocktwits.com/symbol/ITA">iShares U.S. Aerospace &amp; Defense ETF (ITA)&nbsp;</a>closed at around $216, down over 1%. In late trading, both ETFs had a gain, with ITA rising by 0.11% and XAR gaining 0.43%.&nbsp;On Stocktwits, retail sentiment around XAR and ITA remained in the ‘bullish zone, while chatter stayed at ‘normal’ levels over the past day.&nbsp;Read also: <a href="https://stocktwits.com/news-articles/markets/equity/tnxp-slips-after-hours-on-slower-than-expected-launch-for-fibromyalgia-drug/cZQ8vF7ReeH">TNXP Slips After Hours On Slower Than Expected Launch For Fibromyalgia Drug</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Earlier this year, both JetBlue and Spirit Airlines had called off their merger.

34-Year-Old Budget Airline Officially Announces Shutdown As Fuel Prices Surge

Approximately 17,000 employees are affected, and customers will receive refunds or seek recompense through the bankruptcy process.

Defense ETFs to Buy as Global Military Spending Rises 2.9%

ETFs like ITA gain spotlight as global military spending hits $2.89T, rising 2.9%, with Europe leading growth.

Should You Invest in the State Street SPDR S&P Aerospace & Defense ETF (XAR)?

<ul class="summary-bullets"><li>Rocket Lab CEO Peter Beck said the company is “on track” to launch its reusable Neutron rocket in the fourth quarter of 2026.</li><li>He added that the Archimedes engine, which is meant to lift the Neutron rocket into orbit, is undergoing “nasty” tests right now.</li><li>The successful launch of Neutron would put Rocket Lab in a position to on-ramp to the U.S. Government's NSSL Lane 1 program, a five-year contract valued at $5.6 billion.&nbsp;</li></ul>Rocket Lab (RKLB) CEO Peter Beck on Thursday told Stocktwits that the company is “pushing very hard” to make sure the to launch Neutron by the fourth quarter of 2026, provided its Archidemes engine can survive a series of “nasty” ongoing tests.“We're on track, but you know it is a rocket program at the end of the day,” he said in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://youtu.be/DYQmsRRzK4E">exclusive interview</a> with Stocktwits, adding that Neutron meets the company’s target of reusability. “It’s reliable and it can scale quickly.”<a href="https://stocktwits.com/symbol/RKLB/">RKLB’s stock</a> rocketed over 10% on Thursday to an over two-month high of over $82 and on track for a five-day rally. It was among the top trending tickers on Stocktwits at the time of writing. Retail sentiment around the company rose to ‘bullish’ from ‘neutral’ over the past day, while chatter increased to ‘high’ from normal’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_16_123905_png_283ef22a7f.webp" alt="Screenshot 2026-04-16 123905.png" width="1261" height="135"><figcaption>RKLB retail sentiment and message volume on April 16 as of 1:00 p.m. ET | Source: Stocktwits</figcaption></figure>According to one user on the platform, Neutron’s launch could finally push RKLB’s stock price beyond $100. Its current record high stands just shy of that threshold at $96.58, seen on January 16.<stembedurl>https://www.stocktwits.com/D_trane/message/650442229</stembedurl><blockquote>"It is a new vehicle and a whole lot of new design. And you can see it sitting on the pad — it looks completely different to anything that's flown before."&nbsp; — Peter Beck, CEO, Rocket Lab</blockquote><h2 class="st-heading-2">Neutron Launch Depends On Archimedes Success</h2>Rocket Lab’s Archimedes engine, the liquid‑rocket powerplant designed specifically to lift the Neutron rocket into orbit, is undergoing “nasty” tests right now, Beck told Stocktwits. "If we just had to go up, it's super easy — we'd be in orbit by now. But the reality is, it's just as important to go up as it is to come back down and be reusable again,” he said.Beck said the tests involve backing off propellant pressures to simulate re-entry conditions and moments when ullage gases mix with the remaining propellant in ways that can cause engines to behave badly. He described it as "force-feeding your baby a food that it really doesn't like and monitoring the outcome.<h2 class="st-heading-2">Speedbumps In Development</h2>In the fourth quarter (Q4), the company&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rocket-lab-gets-slew-of-price-target-cuts/chdgyNgRz9">reported</a> that a test tank failed at a joint built by a third-party contractor while Rocket Lab's own Automated Fiber Placement (AFP) machine was still being commissioned. According to Beck, on the Q4 earnings call, a later launch with lower beats an earlier launch that fails.&nbsp;In March, qualification testing of the Stage 1 tank of Neutron resulted in a rupture during a hydrostatic pressure trial. At the time, Rocket Lab said there was no significant damage to the test structure or facilities, and that the next Stage 1 tank was already in production.&nbsp;<h2 class="st-heading-2">Neutron Is ‘Mission Enabling,’ Not ‘Mission Critical’</h2>When Neutron debuts, it will be a commercial milestone; more importantly, it will put Rocket Lab in a position to on-ramp onto the US Government's NSSL Lane 1 program, which is a five-year contract valued at $5.6 billion. However, according to Beck, it’s only one piece of the puzzle."Neutron is certainly mission enabling, but it's not mission critical. The rocket always steals the show, but there's a bunch of stuff we're focused on that are really needle moving for the company in the next 12 to 24 months," said Beck.According to him, the goal is to build a “long-term, multi-generational, sustainable space business” that goes beyond the business of launching rockets.&nbsp;The company is often&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/rocket-lab-vs-space-x-rklb-ceo-says-they-are-two-very-separate-companies/cZJvlr4RID0">compared to SpaceX</a> when it comes to the space economy, and retail investors are hoping the upcoming IPO for Elon Musk’s space company will be bullish for Rocket Lab’s shares as well. RKLB’s stock has gained over 13% year-to-date and jumped nearly 300% in the last 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/rocket-lab-vs-space-x-rklb-ceo-says-they-are-two-very-separate-companies/cZJvlr4RID0">EXCLUSIVE: Rocket Lab Vs. Space X – ‘Nobody Does Small Launch Better Than Us,’ Says RKLB CEO Peter Beck</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Rocket Lab CEO Peter Beck speaks during the opening of the new Rocket Lab factory on October 12, 2018 in Auckland, New Zealand. (Photo by Phil Walter/Getty Images)

EXCLUSIVE: Rocket Lab CEO Peter Beck Says Neutron Is ‘On Track’ For Q4 2026 – If Its Archimedes Engine Can Survive All The ‘Nasty’ Tests

Rocket Lab CEO said that while Neutron is “mission enabling,” it is not “mission critical” to the company’s larger vision during an exclusive interview with Stocktwits. 

Rocket Lab CEO Peter Beck Says Neutron Is ‘On Track’ For Q4 2026 – If Its Archimedes Engine Can Survive All The ‘Nasty’ Tests

Rocket Lab CEO said that while Neutron is “mission enabling,” it is not “mission critical” to the company’s larger vision during an exclusive interview with Stocktwits. 


Defense ETFs Likely to Rally as Trump Plans Spending Boost

Rising geopolitical tensions and Trump's defense push are fueling a long-term rearmament trend. One can explore ETFs to benefit from this outlook.

Is State Street SPDR S&P Aerospace & Defense ETF (XAR) a Strong ETF Right Now?

<ul class="summary-bullets"><li>Karman said it generated record quarterly net income of $7.7 million, a 358% year-over-year increase.</li><li>KRMN achieved a record backlog of $801.1 million during the quarter, up 38.2% compared to the end of the fourth quarter of 2024.&nbsp;</li><li>KRMN increased its expectations for total revenue to between $715 million and $730 million, and for adjusted EBITDA to between $207 million and $218 million for FY 2026.&nbsp;</li></ul>Karman Space &amp; Defense (KRMN) shares rose 1.4% during Wednesday’s extended hours of trading after it reported record fourth quarter (Q4) revenue.&nbsp;The company said that it posted record quarterly revenue of $134.5 million, up 47.4% year over year. Analysts’ on average had expected revenue of $132.4 million, as per data from Stocktwits.&nbsp;Karman said it generated record quarterly net income of $7.7 million, a 358% year-over-year increase, and earnings per fully diluted share of $0.06 that missed Wall Street projection of $0.12 per share.&nbsp;“Our team delivered outstanding results in 2025, with 37 percent revenue growth, 37 percent adjusted EBITDA growth and strategic investments designed to satisfy accelerating customer demand for our solutions,” said CEO Jon Rambeau.&nbsp;KRMN achieved a record backlog of $801.1 million during the quarter, up 38.2% compared to the end of the fourth quarter of 2024.&nbsp;<h2 class="st-heading-2">Business Outlook</h2>For the full fiscal year 2026, KRMN increased its expectations for total revenue to between $715 million and $730 million, and for adjusted core profit to be between $207 million and $218 million.“With strong market conditions and the Seemann and MSC acquisition complete, our total backlog is now more than $1 billion as of March 20, 2026, and supports our increased 2026 financial outlook. This represents annual growth of 53 percent in revenue and 46 percent in adjusted EBITDA, to the midpoints of those ranges,” Rambeau said.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around KRMN trended in ‘extremely bullish’ territory amid ‘high’ message volume.&nbsp;One bullish user praised the results and noted that the company operates in a growing defense sector.&nbsp;<stembedurl>https://stocktwits.com/Liquidmotions/message/648569804</stembedurl>Shares in the company have jumped 34% so far in 2026.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this U.S. Navy released handout, Arleigh Burke-class guided-missile destroyer USS Thomas Hudner (DDG 116) fires a Tomahawk land attack missile in support of Operation Epic Fury, on March 1, 2026 at Sea. 

Karman Space & Defense Stock Is Rising – Know Why

The company said that it posted record quarterly revenue of $134.5 million, up 47.4% year over year.

<ul class="summary-bullets"><li>The company has a launch record of 100% mission for Synspective satellites.</li><li>The mission deployed a synthetic aperture radar (SAR) Earth-imaging satellite that provides data and remote monitoring services to government agencies and commercial customers globally.</li><li>As part of the dedicated launch service, Rocket Lab also provided Synspective with a custom Electron fairing tailored to meet the satellite’s unique requirements.</li></ul>Rocket Lab (RKLB) on Friday said that it has successfully launched a mission for Japan-based constellation operator Synspective, bringing Rocket Lab’s total Electron launch count to 84.&nbsp;It was Rocket Lab's&nbsp;eighth mission for Synspective, the company said. Rocket Lab’s shares jumped nearly 2% at the time of writing.<h2 class="st-heading-2">Mission Details</h2>The mission deployed a synthetic aperture radar (SAR) Earth-imaging satellite that provides data and remote monitoring services to government agencies and commercial customers globally.As part of the dedicated launch service, Rocket Lab also provided Synspective with a custom Electron fairing tailored to meet the satellite’s unique requirements, demonstrating Rocket Lab’s capabilities and commitment to delivering tailored mission-specific solutions for its customers.<h2 class="st-heading-2">Synspective satellites</h2>The company has a launch record of 100% mission for Synspective satellites. Rocket Lab’s long-term partnership with the company has been recently extended to include another 19 dedicated launches to deliver the rest of the constellation to orbit before 2028.<h2 class="st-heading-2">$190 Million Contract</h2>Rocket Lab earlier in the week announced the signing of a $190 million contract for a block buy of 20 hypersonic test flights with its Haste launch vehicle for the Test Resource Management Center Multi-Service Advanced Capability Hypersonic Test Bed 2.0 program.This is a "Department of War effort executed in partnership with Naval Surface Warfare Center Crane Division to rapidly accelerate hypersonic flight tests and advanced aerospace technologies shaping the future of defense missions," the company said in a statement.&nbsp;Under MACH-TB 2.0 Task Area 1, led by Kratos Defense (KTOS), Rocket Lab will perform 20 hypersonic test flights with its Haste launch vehicle over a four-year period. The first of these 20 new missions is expected to take place within months of contract signing.<h2 class="st-heading-2">Retail Reaction</h2>Retail sentiment around RKLB stock trended in&nbsp;the ‘neutral’ territory amid ‘high’ message volume.Shares of RKLB shares have&nbsp;fallen almost 5% so far in 2026.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

In this photo illustration, a person holds a smartphone displaying the logo of Rocket Lab USA Inc.

Why Did Rocket Lab Stock Rise Again Today?

Rocket Lab said that it launched its 8th mission for Synspective and brings its total Electron launch count to 84.

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