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Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is facing a significant sell-off after the DOJ unsealed an indictment charging three associatesincluding a co-founder and board memberwith a scheme to smuggle high-performance Nvidia-based servers to China. While the company stated it is not a named defendant and has taken disciplinary action, investors are reacting with intense volatility as the news reignites long-standing community concerns regarding the firm's governance, internal controls, and ties to leadership scandals.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies is trending as investors digest a mix of tactical analyst upgrades and ongoing volatility, with market participants closely monitoring the company's AI server backlog and infrastructure demand ahead of the next earnings report. The community remains deeply divided, with some buyers betting on a breakout fueled by AI-driven growth, while others express frustration over institutional manipulation and concerns regarding margin compression.

Pyth Network is a decentralised oracle network designed to provide real-time financial market data to decentralised applications (dApps) across multiple blockchains. It allows developer to secure smart contracts with reliable, low-latency market data from institutional sources, and build apps with high-fidelity oracle feeds designed for mission-critical systems.

Pyth Network

Pyth Network is trending as investors highlight its role as essential DeFi infrastructure, particularly following its partnership with the U.S. Department of Commerce to provide macroeconomic data on-chain. Community sentiment is driven by the project's institutional backing, its revenue-sharing model through token buybacks, and its growing importance within the Real World Asset (RWA) sector.

Tidal Trust II - Defiance Daily Target 2x Long SMCI ETF

Defiance Daily Target 2X Long SMCI ETF

Investors are actively debating the viability of holding the Defiance Daily Target 2X Long SMCI ETF following recent volatility and news surrounding its underlying asset. The community is heavily focused on the impact of daily decay in leveraged funds and speculating on whether a reverse split or further price suppression could be on the horizon.

Fundrise Innovation Fund LLC. - Common Shares of Limited Liability Company Interests

Fundrise Innovation Fund 

The Fundrise Innovation Fund has surged following its public market debut, driven by significant retail interest and a low available float due to mandatory six-month share lockups for early investors. The community is actively debating the fund's valuation relative to its underlying assets, with many participants speculating on potential price appreciation while others warn of volatility and the impact of future share unlocks.

FedEx Corp. is a holding company, which engages in the provision of transportation, e-commerce, business services, and business solutions. It operates through the following segments: FedEx Express, FedEx Freight, Corporate, Other, and Eliminations. The FedEx Express segment offers transportation and delivery services. The FedEx Freight segment refers to freight transportation services to business and residences. The FedEx Services segment includes sales, marketing, information technology, communications, customer service, technical support, billing and collection services, and certain back-office functions that support the company's operating segments. The Corporate, Other, and Eliminations segment is involved in the corporate headquarters costs for executive officers and certain legal and finance functions, as well as certain other costs and credits not attributed to the firm's core business. The company was founded by Frederick Wallace Smith on June 18, 1971, and is headquartered in Memphis, TN.

Fedex Corp

FedEx is gaining investor momentum following a solid earnings beat and raised full-year guidance, with the community closely tracking the upcoming Freight spin-off and strategic cost-cutting initiatives. While some traders are expressing skepticism regarding global demand pressures and operational headwinds, others are actively analyzing bullish option flow and the potential for a tactical re-rating as the company navigates ongoing industrial demand.

Tower Semiconductor Ltd. engages in providing semiconductor solutions. It also offers technology and manufacturing platforms for integrated circuits (ICs) in growing markets such as consumer, industrial, automotive, mobile, infrastructure, medical, and aerospace and defense. It focuses on creating positive and sustainable impact on the world through long term partnerships and its advanced and innovative analog technology offering, comprised of a broad range of customizable process platforms such as SiGe, BiCMOS, mixed-signal/CMOS, RF CMOS, CMOS image sensor, non-imaging sensors, integrated power management (BCD and 700V), and MEMS. Its designs enable a quick and accurate design cycle as well as process transfer services including development, transfer, and optimization, to IDMs and fabless companies. The company was founded in 1993 and is headquartered in Migdal Haemek, Israel.

Tower Semiconductor Ltd.

Tower Semiconductor is currently trending as the community closely monitors the potential regulatory hurdles facing its acquisition by Intel, with many investors debating the stock's valuation as a standalone entity versus its buyout price. Enthusiastic discussion remains centered on the company's silicon photonics technology and its strategic importance within the AI infrastructure supply chain, keeping sentiment highly charged around both deal-related news and long-term industrial potential.

Zebec's integrated products - real time payroll apps, on-chain payments infrastructure and networked DePIN - serve companies of all sizes, merchants and individuals and help transcend the boundaries of traditional banking and diminish the role of financial intermediaries.

Zebec Network

Zebec Network is trending as the community anticipates the upcoming Super App launch and potential high-profile institutional partnerships at the XRP Las Vegas event. Investors are actively debating the project's long-term utility and market potential, with many focusing on the final token unlock as a catalyst for future price stability.

Swarmer, Inc. is an AI-driven software company, which develops software platforms and AI systems for autonomous swarm control of drones and unmanned vehicles. The firm offers STYX AI Command and Control System, MINAS Autonomy and Collaboration AI, and TRIDENT Embedded Drone Operating System. The company was founded by Alex Fink and Serhii Kuprienko in May 2023 and is headquartered in Austin, TX.

Swarmer Inc.

Swarmer Inc. is currently driving significant market speculation as a low-float, battle-tested drone software play that has captured intense attention following its recent IPO. Community members are actively debating the sustainability of the stock's parabolic moves, with bullish sentiment fueled by potential defense sector synergies and high-profile connections, while skeptics emphasize the risks of rapid dilution and fundamental disconnects in its current valuation.

Rhythm Pharmaceuticals, Inc. is a commercial-stage biopharmaceutical company, which engages in the development and commercialization of therapeutics for patients with rare diseases. The firm offers IMCIVREE (setmelanotide), a precision medicine designed to treat hyperphagia and severe obesity caused by rare melanocortin-4 receptor (MC4R) diseases. It is also involved in the clinical development program for setmelanotide in other rare MC4R pathway diseases, as well as a preclinical suite of investigational candidates for the treatment of congenital hyperinsulinism. The company was founded by Bart Henderson in November 2008 and is headquartered in Boston, MA.

Rhythm Pharmaceuticals Inc.

Rhythm Pharmaceuticals is trending following positive FDA approval news for an expanded indication of IMCIVREE (setmelanotide), which has sparked intense community discussion about the company's growth potential in the rare disease space. Investors are actively debating the stock's future, balancing excitement over the therapeutic milestone against concerns about the company's financial structure and the impact of selling stockholders.

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<ul class="summary-bullets"><li>The company said that its defense and intelligence unit’s revenue grew more than 50% year-on-year, bolstered by strong performance in data subscriptions, solutions, and satellite services.&nbsp;</li><li>It said that its RPOs climbed 106% YoY to $852 million, while its backlog at the end of the year was at more than $900 million.&nbsp;</li><li>The company forecast capital expenditures for the year in the range of $80 million and $95 million to meet investments in next-generation satellites. &nbsp;</li></ul>Shares of Planet Labs (PL) rallied by over 20% in Thursday’s post-market trading session after the satellite imagery company posted strong fourth-quarter (Q4) results, driven by defense and intelligence demand.The company posted a 41% increase in revenue year-over-year to a record $86.8 million, compared to Wall Street expectations of $78.17 million, according to data from Fiscal.ai. Meanwhile, full-year revenue grew 26% to $307.7 million.The company said that its defense and intelligence unit’s revenue grew more than 50% year-on-year, bolstered by strong performance in data subscriptions, solutions, and satellite services.“As the geopolitical landscape shifts, security is an urgent mandate for governments worldwide, and our customers face mission critical decisions in an increasingly complex and chaotic world,” Will Marshall, Co-Founder and CEO, said in a call with investors.<h2 class="st-heading-2">Earnings Snapshot</h2>Planet Labs posted full-year adjusted earnings before interest, tax, depreciation, and amortization profit of $15.5 million, compared to a loss of $10.6 million in fiscal year 2025.The company also declared a net loss per share of $0.04 for the period, narrower than Street expectations of $0.05, as per Fiscal.ai data.Planet Labs said that it ended the year with $640 million in cash, cash equivalents, and short-term investments, an increase of 188% from the previous year. Its remaining performance obligations (RPOs) climbed 106% YoY to $852 million, while its backlog at the end of the year was 79% higher at more than $900 million.<h2 class="st-heading-2">Planet Lab Outlook</h2>The company said that for the first-quarter (Q1) of FY27, it expects revenue of $87 million to $91 million. Planet Labs also said it expects capital expenditures to be between $17 million and $23 million for the quarter.For the full fiscal year, the company forecast revenue in the range of $415 million to $440 million, and adjusted EBITDA profit of up to $10 million. Capital expenditures for the year were forecast to be between $80 million and $95 million to fund investments in next-generation satellites to keep up with accelerating market demand, the company said. &nbsp;“Even with these operating and capital expenditures, we expect to be free cash flow positive on an annual basis,” Marshall added.<h2 class="st-heading-2">Retail Reaction</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/PL">PL shares</a> remained in the ‘neutral’ territory over the past 24 hours amid ‘high’ message volumes.One bullish user called the earnings results a “banger,” predicting the company’s shares would double in price this year. The user also compared the company to Rocket Lab USA Inc. (RKLB), saying it would follow a similar trajectory.<stembedurl>https://stocktwits.com/Dev214/message/648039365</stembedurl>&nbsp;Another bullish user expressed optimism about the company becoming a leader in the space sector soon.<stembedurl>https://stocktwits.com/chadwie/message/648040212</stembedurl>&nbsp;PL stock has soared 524% in the past year. Meanwhile, <a href="https://stocktwits.com/symbol/rklb">RKLB stock</a> has gained 283% in the same time.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a smartphone held in a hand shows the logo of Planet Labs PBC

Planet Labs Stock Jumps 20% After-Hours On Q4 Beat, Boosted By Soaring Defense Demand Amid Geopolitical Uncertainty 

The company posted a 41% increase in revenue year-over-year to a record $86.8 million, compared to Wall Street expectations of $78.17 million.

Planet Labs Stock Jumps 20% After-Hours On Q4 Beat, Boosted By Soaring Defense Demand Amid Geopolitical Uncertainty

Equity

Rocket Lab (NASDAQ:RKLB) Trading Up 3.5%  - Should You Buy?

Rocket Lab (NASDAQ:RKLB) Shares Up 3.5% - Still a Buy...

Rocket Lab (NASDAQ:RKLB) Stock Price Down 11.6% - Here's Why

Rocket Lab (NASDAQ:RKLB) Trading Down 11.6% - Time to Sell...

<ul class="summary-bullets"><li>The contract is part of a U.S. Department of War effort to accelerate hypersonic flight tests, the company said.&nbsp;</li><li>The new award is the single largest launch contract in Rocket Lab’s history, bringing the total number of launches in the backlog to more than 70.</li><li>Separately, Clear Street analyst Greg Pendy on Wednesday initiated coverage of RKLB with a ‘Buy’ rating and $88 price target.</li></ul>Shares of Rocket Lab Corp (RKLB) edged up 3% after hours on Wednesday after the company secured a $190 million contract under which it will conduct 20 hypersonic test flights with its HASTE launch vehicle.The contract is part of a U.S. Department of War effort to accelerate hypersonic flight tests, the company said.<h2 class="st-heading-2">Test Flight Timeline</h2>The company will now perform 20 hypersonic test flights with its HASTE launch vehicle over a four-year period. The first of the missions is slated to take place within months of contract signing, and the flights are aimed at demonstrating the company’s operational efficiency and ability to meet modern warfare demands, as per a statement.The new award is the single largest launch contract in Rocket Lab’s history, bringing the total number of launches in backlog to more than 70 and pushing Rocket Lab’s total backlog across launch and space systems to more than $2 billion, the company said. Rocket Lab has sold 28 new launches in the first quarter of 2026 so far, including many for its Electron launch vehicle.<h2 class="st-heading-2">Analyst Take</h2>Separately, Clear Street analyst Greg Pendy on Wednesday initiated coverage of RKLB with a ‘Buy’ rating and a $88 price target.The firm cited three growth drivers — medium-lift Neutron launch vehicle, small-lift leadership with Electron, and Space System segment which is increasingly securing prime contracts — for its rating, adding that it reinforces the company’s position as a leading integrated space operator.Clear Street said that it sees these growth drivers leading to 35% annual revenue growth for Rocket Lab through 2030.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around RKLB stock fell from ‘bullish’ to ‘bearish’ territory over the past 24 hours, while message volume rose from ‘normal’ to ‘high’ levels.<a href="https://stocktwits.com/symbol/RKLB">RKLB stock</a> has risen 286% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/red-cat-stock-slips-as-q4-loss-misses-estimates/cZ37AcuRIWO">Red Cat Stock Slips As Q4 Loss Misses Estimates</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of Rocket Lab USA, Inc. is displayed on a smartphone screen.

RKLB Shares Rise On Fresh $190M Contract For Hypersonic Flights, Wall Street Buy Rating

The company will now perform 20 hypersonic test flights with its HASTE launch vehicle over a four-year period.

Rocket Lab (NASDAQ:RKLB) Trading Down 8.5% - Here's What Happened

Rocket Lab (NASDAQ:RKLB) Stock Price Down 8.5% - Time to Sell...

Can Astronics Sustain the Margin Expansion Over the Long Term?

ATRO margin expands 1,010 bps in three years, fueled by aerospace demand, backlog growth and higher-margin products-can gains continue?

<ul class="summary-bullets"><li>Rocket Lab said it plans to sell freshly issued stock for up to $1 billion, after exhausting a previous $750 million facility.</li><li>Investors are closely watching new contract wins and progress on the company's Neutron program.</li><li>Stocktwits users speculated whether the company, which already has a healthy cash balance, is eyeing an acquisition.</li></ul>Rocket Lab shares plunged 5% in the after-market session on Tuesday, after the company announced a plan to sell up to $1 billion in shares. The fresh authorization comes after the company sold about $750 million worth of stock as part of a plan announced last September.Shares typically fall in such cases, as investors fear that an issuance of shares would dilute the value of those they own. Rocket Lab&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/Archives/edgar/data/1819994/000162828026018770/rocketlabcorporation-424b5.htm">said</a> it plans to use the collections to fund future growth, including potential future acquisitions, and for general corporate and working capital purposes.&nbsp;Rocket Lab is currently building its Neutron program. Neutron is a 43-meter, partially reusable launch vehicle built for satellite constellations and cargo missions, expected to be ready by late&nbsp;2026 or early next year, and set to compete with SpaceX’s Falcon 9.<h2 class="st-heading-2">Rocket Lab’s Neutron Development Gaining Steam</h2>On Tuesday, the company announced that key components for the rocket, including the “Hungry Hippo” fairing and the thrust structure, had been qualified for final integration.&nbsp;This news, coupled with details of a landmark $816 million contract from the U.S. Space Development Agency (SDA) to design and build 18 advanced missile-warning and defense satellites — the company’s latest single order — sent Rocket Lab’s stock&nbsp;jumping 10% in the regular session.The series of developments comes amid strength for the aerospace industry, which is increasingly being treated as a beneficiary of the defense-tech spending cycle, with investors piling into names tied to AI-enabled national security programs and space-based capabilities.The outbreak of war with Iran has lifted investor sentiment around space, drone, and satellite companies, highlighting how critical these technologies are becoming to the future of modern defense.<h2 class="st-heading-2">Retail’s View on RKLB</h2>Rocket Lab competes with Firefly Aerospace, and their stocks have risen 12.7% and 10% year to date, respectively, compared to a 2.2% decline in the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF Trust (SPY)</a>.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_17_at_2_40_03_PM_png_bef9648bba.webp" alt="Screenshot 2026-03-17 at 2.40.03 PM.png" width="690" height="94"><figcaption>RKLB sentiment and message volume as of March 17 | Source: Stocktwits</figcaption></figure>On Stocktwits, retail sentiment for&nbsp;<a href="https://stocktwits.com/symbol/RKLB">RKLB</a> shifted to ‘bullish’ late Tuesday, from ‘bearish’ the previous day, with 24-hour message volume rising nearly 300%.“Seems like an overreaction,” a user&nbsp;<a href="https://stocktwits.com/wekul/message/647796780">said</a> about the stock move. “They don't need the money for neutron, but maybe there is a big announcement brewing?”Many echoed the view and&nbsp;<a href="https://stocktwits.com/Cj_is_koool/message/647798295">discussed</a> whether Rocket Lab was eyeing an acquisition: “No need for it they already have tons of money. Only logical reason is to acquire someone. I bet this will come soon.”For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Why Did RKLB Stock Dip 5% In After-Hours Trading Today?

Rocket Lab said it plans to sell freshly issued stock for up to $1 billion, after exhausting a previous $750 million facility. Investors are closely watching new contract wins and progress on the company's Neutron program.

The rocket company unveiled a fresh $1 billion at-the-market share sale plan.


Rocket Lab (NASDAQ:RKLB) Stock Price Up 10.2% - Time to Buy?

Rocket Lab (NASDAQ:RKLB) Trading 10.2% Higher - Time to Buy...

What's Going On With The Rise In Rocket Lab Stock?

Rocket Lab Corp (NASDAQ:RKLB) shares are trading higher on Tuesday. The space sector seems to be catching a strong bid today.read more...

Here's How Astronics Can Retain Revenue Momentum Over the Long Term

ATRO rides aerospace demand, strong backlog and operational gains, positioning it to sustain long-term revenue growth momentum.

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 (RKLB) stock price today, news, financials, community insights, and trading ideas, Join 10 million+ investors and traders tracking markets in real-time on Stocktwits.

RKLB - Rocket Lab Stock Price Today, News, Analysis and Trading Ideas

Rocket Lab USA Inc

Investors are split between frustration over a $1 billion share offering and excitement about management potentially fueling a major new acquisition.

The company's record $190 million contract with the Department of War is highlighting its growing importance in hypersonic defense technology.

Traders are comparing valuation metrics and revenue guidance across a broader 'space trade' group including satellite and launch operators.

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