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Invesco QQQ Trust Series 1

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

Middle East shipping and energy-infrastructure attack concerns are driving crude higher and drawing attention to USO, which tracks WTI futures. Traders are split between bullish supply-disruption fears and bearish calls for a pullback if tensions ease, with some warning the rally is stretched.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeaves selloff is centered on concerns that its debt-heavy AI infrastructure buildout could become harder to finance if borrowing costs stay high or AI demand slows, amplified by bearish HSBC commentary and pressure across neocloud stocks. Traders are split between warnings of further downside and default risk, and bullish arguments that the companys backlog and AI demand support a rebound.

USA Rare Earth, Inc. is a domestic supplier of rare earth magnets and heavy rare earth elements. It develops a vertically integrated domestic supply chain for rare earth element magnet production, with a facility in Stillwater and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

A steep selloff in USAR and the broader rare-earth sector is driving discussion, with traders pointing to dilution concerns, heavy spending before large-scale production and weak sentiment around management. Some blame short selling or broader market pressure, while bulls argue the companys government backing and domestic magnet ambitions support its long-term case and see the decline as oversold.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras steep post-IPO decline is drawing attention, with traders focused on successive share-lockup expirations and reported insider selling as potential sources of supply, alongside a price-target cut and weakness in AI stocks. Bears see continued pressure from valuation and execution concerns, while bulls argue the selloff is overdone and point to the companys AI-chip technology and long-term potential.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

UBSs downgrade of NuScale to Sell, citing long commercialization timelines and a lack of firm customer commitments, is driving the selloff. Traders debate whether it signals deeper execution risks, including delays around the TVA opportunity, or overstates the concerns amid weakness across nuclear stocks; some view the decline as a buying opportunity.

Vicor Corp. engages in the design, development, manufacture, and marketing of modular power components. The firm provides complete power systems based upon a portfolio of patented technologies. Its products include AC-DC converters, power systems, and accessories. The company was founded by Patrizio Vinciarelli in 1981 and is headquartered in Andover, MA.

Vicor Corp.

Vicors Q3 results are driving discussion, with traders emphasizing strong revenue growth and improved margins while debating the GAAP EPS shortfall and the lack of forward guidance. Some view the AI power-delivery and licensing growth as encouraging, while others are cautious about valuation and whether the earnings news is enough to support the stock.

General Motors Co. engages in the designing, manufacturing, and selling of trucks, crossovers, cars, and automobile parts, and in providing software-enabled services and subscriptions. It operates through the following segments: GMNA, GMI, Cruise, and GM Financial. The company was founded by William C. Durant on September 16, 1908 and is headquartered in Detroit, MI.

General Motors Company

GMs quarterly earnings beat and new multiyear buyback are drawing attention, but shares are falling as traders question why the stock dropped despite the results. The debate centers on the unchanged profit-outlook midpoint and weaker vehicle sales versus the buyback and stronger cash-flow outlook.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

A sharp pullback across AI and neocloud stocks has focused attention on fears that infrastructure spending may not deliver returns and that tighter financing could pressure providers, with CoreWeaves debt concerns often cited as a sector risk. Traders are divided between buying Nebiuss rebound as an oversold dip and expecting more downside until funding and market conditions improve.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStops warrant-expiration notice is driving discussion, as traders debate whether the approaching deadline and possible dilution are weighing on shares or whether unexercised warrants would remove dilution risk. Sentiment is split between frustration with Ryan Cohen and speculation about an extension or other corporate action; those hopes remain unconfirmed.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A tech-led rebound in the Nasdaq-100 after a sharp AI-stock selloff, ahead of major technology earnings, has put QQQ in focus. Traders are split over whether the bounce can hold or is a temporary relief rally, citing concerns about AI financing, narrow market breadth and rising oil-related inflation risks.

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ATEX, NN, GOGO Stocks Gain: SpaceX’s $8B Spectrum Deal Could Boost Low-Band Spectrum Value, Says Roth Capital

Equity

Roth Capital said SpaceX’s spectrum acquisition could increase the value of low-band spectrum controlled by the three companies

Can Calix's 50G-PON Trial With Astound Accelerate Broadband Growth?

CALX's 50G-PON trial with Astound shows how providers can expand capacity and add high-speed services without major network overhauls.

Can VIAV's New CF50 Strengthen Its Enterprise-Scale Testing Portfolio?

Viavi launches CyberFlood CF50, a compact 100G platform that tests network performance, security and AI inference before deployment.

Why Is Anterix (ATEX) Down 5.5% Since Last Earnings Report?

Anterix (ATEX) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Why Anterix (ATEX) Surged 169.6% in Q2, According to Gabelli

Why Anterix (ATEX) Surged 169.6% in Q2, According to Gabelli...

Zacks Industry Outlook Highlights Bandwidth and Anterix

Bandwidth and Anterix stand to benefit from fiber, 5G, IoT and cloud trends as communication infrastructure demand expands.

Anterix (ATEX) Q1 2027 Earnings Call Transcript

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2 Communication Stocks Likely to Benefit From Industry Tailwinds

The infrastructure upgrade for digital transformation, fiber densification and 5G rollout should help the Zacks Communication - Infrastructure industry thrive despite short-term headwinds. BAND and ATEX are likely to benefit from the continued transition to cloud networks.

Anterix's Q1 Earnings Call Focuses on Spectrum Optionality

ATEX highlights rising licensed low-band spectrum demand, accelerating strategic interest and multiple monetization paths as nationwide clearing advances.

Anterix Q1 Earnings Call Highlights

Anterix, Inc. engages in commercializing spectrum assets to enable targeted utility and critical infrastructure customers to deploy private broadband networks, technologies and solutions. Its solutions include Private LTE and Active Ecosystem. The company was founded by Peter Joel Lasensky and Richard Edward Rohmann in 1997 and is headquartered in Woodland Park, NJ.

Anterix Inc

Neutral Sentiment

<ul class="summary-bullets"><li>Roth estimates that applying SpaceX’s reported price per MHZ would value Gogo’s spectrum holdings at about $2.3 billion.</li><li>The firm sees potential benefits for Aviat Networks and Ceragon Networks, which provide wireless networking and communications equipment.</li><li>Roth believes the SpaceX deal could potentially strengthen AST SpaceMobile’s relationships with major U.S. telecom operators.</li></ul><p>Anterix (ATEX), NextNav (NN) and Gogo (GOGO) could benefit from rising demand for wireless spectrum following SpaceX’s (SPCX) reported $8 billion acquisition of Grain Management’s low-band frequencies, according to Roth Capital.</p><p>The firm believes the acquisition could increase the value of low-band spectrum controlled by the three companies. Roth estimates that applying SpaceX’s reported price per megahertz would value Gogo’s spectrum holdings alone at about $2.3 billion, compared with its roughly $1 billion enterprise value.</p><p>Anterix holds nationwide spectrum licenses in the 900 MHz band, primarily used for wireless networks for utilities, while NextNav controls lower 900 MHz spectrum used for positioning, navigation and timing services.</p><p>At the time of writing, <a href="https://stocktwits.com/symbol/ATEX">ATEX shares</a> were up over 10%, <a href="https://stocktwits.com/symbol/NN">NN stock</a> gained 6%, and <a href="https://stocktwits.com/symbol/GOGO">GOGO</a> edged up 2.7%.</p><h2 class="st-heading-2">AVNW, CRNT Could Benefit Says Roth</h2><p>Roth also sees potential benefits for <a href="https://stocktwits.com/symbol/AVNW">Aviat Networks (AVNW)</a> and <a href="https://stocktwits.com/symbol/CRNT">Ceragon Networks (CRNT)</a>, which provide wireless networking and communications equipment. Both companies could see increased demand as SpaceX builds out its ground-based mobile network and traditional telecom operators invest in infrastructure to compete with Starlink.</p><p>AVNW and CRNT shares were up around 1.6% each.</p><h2 class="st-heading-2">Roth Believes SPCX Deal Could Push ASTS Closer To Telecom Operators</h2><p>The firm said the deal could also reshape competition in satellite communications, potentially strengthening AST SpaceMobile’s (ASTS) relationships with major U.S. telecom operators.</p><p>It expects <a href="https://stocktwits.com/symbol/ASTS">AST SpaceMobile </a>to emerge as a preferred independent satellite-to-phone connectivity partner for these carriers.</p><p>Berenberg echoed the bullish thesis, adding that AST SpaceMobile is the only satellite-to-phone company that can provide broadband connectivity to existing mobile devices while working directly with telecom operators.</p><p>However, ASTS was down nearly 15%, its sharpest single-day losses since mid-July.</p><h2 class="st-heading-2">T, VZ, TMUS Stocks Decline</h2><p>On Thursday, SpaceX <a href="https://stocktwits.com/news-articles/markets/equity/t-tmus-vz-stocks-plunge-after-hours-as-space-x-buys-800-m-hz-spectrum-for-starlink-mobile/cZDUxmJRBV5">announced</a> plans to acquire up to 14 MHz of paired spectrum in the 800 MHz band from Grain Management. These low-frequency airwaves can travel long distances and penetrate buildings.</p><p>The deal, which remains subject to regulatory approval, is expected to increase competition for AT&amp;T (T), Verizon (VZ), and T-Mobile (TMUS), whose stocks fell 9% to 13%.</p><h2 class="st-heading-2">Retail’s Take On ATEX, NN, GOGO</h2><p>Retail sentiment surrounding NN was ‘extremely bullish’ on Stocktwits, while sentiment for ATEX and GOGO trended in the ‘bullish’ territory.</p><p>ATEX shares have surged 278%, significantly outperforming NN and GOGO, whose shares are down about 25% and 51%, respectively.</p><p><strong>Also read:</strong><a href="https://stocktwits.com/news-articles/markets/equity/tesla-china-made-monthly-ev-sales-hit-2026-high/cZD6HRFRBnJ"><strong>&nbsp;Tesla’s China-Made EV Sales Hit 2026 High In September – Yorkville Says TSLA Is One Of The Clearest Ways To Own ‘Physical AI’ In Public Markets</strong></a></p><p>For updates and corrections, email newsroom[at]stocktwits[dot]com.</p>

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AST SpaceMobile Inc

Gogo Inc

NextNav Inc

SpaceX

$SPCX

$NFLX

$TSLA

$META

Which earnings release are you most looking forward to this week: $SPCX, $NFLX, $TSLA, or $META? Drop a comment for others.

Current Price	$77.87
Prev Close	$80.48
Open	$81.11
Dividend Yield	0.00%
50-Day Moving Average	$85.17
Beta	0.97
Avg. Volume	303,279.04
PE Ratio	22.23

52-Week High	$113.00
52-Week Low	$17.58
Market Capitalization	$1.58B
EPS (Annual)	$4.83
Price to Book	5.33
Revenue Per Employee	$101,578.13

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