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Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceXs Q3 earnings beat expectations, with traders highlighting rapid growth in its AI-computing business and Starlink. Bulls celebrated the results and ambitious growth outlook, while skeptics questioned the valuation and heavy infrastructure spending and noted the stocks muted reaction.

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 Micros preliminary quarterly update sharply raised its revenue outlook and projected higher gross margins, citing AI-platform demand. Traders largely welcomed the surprise as evidence of strong AI-server demand and a possible boost to the broader AI trade, while others questioned whether the gains would hold amid persistent concerns about management, execution, and volatile price action.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflixs quarterly results were broadly solid, but softer forward guidanceincluding a reduced advertising outlook and lower expected cash flowhas driven a sharp post-earnings selloff amid concerns about slowing growth. Traders are split between expecting further downside and viewing the drop as an overreaction to guidance despite the earnings beat.

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 of large Chinese orders for Nvidias export-compliant RTX PRO 5500 GPUs are fueling discussion, with traders pointing to strong demand but noting supply constraints and uncertainty over how much Nvidia can deliver. The stocks muted response has frustrated bulls, while others remain cautious amid broader concerns about AI spending, financing risks and recent weakness in chip stocks.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is drawing attention ahead of its Q3 earnings report, with traders weighing the recent rebound against concerns about margins and whether results or guidance can justify high expectations. Speculative SpaceX merger chatter adds to the discussion, while views remain split between a continued rally and a post-earnings pullback.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intels volatile rebound after a sharp semiconductor selloff has drawn attention to JPMorgans upgrade to Neutral and the companys turnaround prospects. Bulls point to potential foundry wins and improving execution, while skeptics question the valuation and durability of the bounce; earnings are also in focus.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS is drawing attention as traders anticipate the 80th death event that triggers final analysis of its Phase 3 REGAL trial of GPS; the last disclosed count was 78, and the event has not been confirmed in the discussion. The CEOs next chapter remarks have also fueled speculative buyout talk, while others caution that the sharp price moves have occurred without new clinical results.

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. 

Nebius is being swept up in a sharp selloff across AI infrastructure and neocloud stocks, as traders worry that heavy data-center spending, debt and financing costs may outpace returns; CoreWeaves debt concerns and Gartners warning about neocloud consolidation add to the pressure. Bulls argue Nebius has stronger finances and can benefit from sustained demand for AI compute, while bears question whether the buildout can be funded profitably; traders are also watching upcoming earnings and hyperscaler capex commentary.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

IWM is drawing attention after a small-cap rebound amid rotation away from tech, with traders pointing to easing yields and reports of a possible U.S.Iran deal that helped lift broader markets. The deal remains unconfirmed, and the community is split between seeing a relief rally and viewing the move as a fragile, headline-driven bounce.

Intuitive Surgical, Inc. engages in the provision of robotic-assisted surgical solutions and invasive care through a comprehensive ecosystem of products and services. Its products include Da Vinci Surgical and Ion Endoluminal systems. The company was founded by Frederic H. Moll, John Gordon Freund, and Robert G. Younge in November 1995 and is headquartered in Sunnyvale, CA.

Intuitive Surgical Inc

ISRG is in focus after a strong Q3 earnings beat was met with a sharp selloff, as traders weighed a proposed antitrust settlement and a narrower full-year da Vinci procedure-growth outlook. Some see the reaction as excessive given continued business growth, while others view the outlook and settlement as reasons for caution.

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BlackSky to Host Third Quarter 2026 Results Conference Call

BlackSky Technology Inc. (NYSE: BKSY) will host a live webcast and conference call to discuss third quarter 2026 financial results and its business outlook on Thursday, November 5, 2026, at 8:30 a.m. EST. A press release with BlackSkys financial results will be released in advance of the conference...

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Blacksky Technology, Inc. is a space-based intelligence company, which engages in the business of delivering real-time imagery, analytics, and high-frequency monitoring of most critical and strategic locations, economic assets, and events. The firm is also involved in providing geospatial intelligence, imagery and related data analytic products and services, and mission systems that include the development, integration, and operation of satellite and ground systems to government and commercial customers. The company was founded in 2014 and is headquartered in Herndon, VA.

BlackSky Technology Inc - Ordinary Shares - Class A

Space Stocks Are Roaring Back In August — Here’s Why ASTS, RKLB, RDW And Their Peers Are Leaving SpaceX Behind

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Bearish Sentiment

<ul class="summary-bullets"><li>ASTS launched three next-generation BlueBird satellites capable of delivering speeds approaching 200 Mbps directly to ordinary smartphones.</li><li>RKLB secured a $397 million Space Force award after winning a separate contract worth up to $266 million last month.</li><li>RDW reported record Q2 revenue and backlog, while VOYG raised its 2026 revenue forecast after record bookings and revenue.</li></ul>Space stocks are roaring back from July’s rout, with satellite launches, defense contracts, earnings beats and fresh lunar milestones putting nearly every major name tracked by retail investors on course to end the first week of August in the green.<a href="https://stocktwits.com/symbol/VOYG">Voyager Technologies (VOYG)</a> led with a 54% return, followed by&nbsp;<a href="https://stocktwits.com/symbol/RDW">Redwire (RDW)</a> at 38%,&nbsp;<a href="https://stocktwits.com/symbol/ASTS">AST SpaceMobile (ASTS)</a> at 29% and&nbsp;<a href="https://stocktwits.com/symbol/RKLB">Rocket Lab (RKLB)</a> at 28%.&nbsp;<a href="https://stocktwits.com/symbol/FLY">Firefly Aerospace (FLY)</a>,&nbsp;<a href="https://stocktwits.com/symbol/LUNR">Intuitive Machines (LUNR)</a>,&nbsp;<a href="https://stocktwits.com/symbol/SPIR">Spire Global (SPIR)</a>,&nbsp;<a href="https://stocktwits.com/symbol/BKSY">BlackSky (BKSY)</a>,&nbsp;<a href="https://stocktwits.com/symbol/SPCE">Virgin Galactic (SPCE)</a>,&nbsp;<a href="https://stocktwits.com/symbol/VSAT">Viasat (VSAT)</a> and&nbsp;<a href="https://stocktwits.com/symbol/PL">Planet Labs (PL)</a> also posted double-digit gains.<a href="https://stocktwits.com/symbol/SPCX">SpaceX (SPCX)</a> was the lone decliner, falling 4% over five sessions as its first post-IPO lockup expiration overshadowed strong quarterly growth and CEO Elon Musk’s trillion-dollar ambitions.<img src="https://news.stocktwits-cdn.com/koyfin_20260806_083840341_b82a117100.png" alt="koyfin_20260806_083840341.png"><h2 class="st-heading-2">Launches And Contracts Fuel Space Stocks&nbsp;</h2>ASTS helped power the rebound on Wednesday by launching BlueBird satellites 11, 12 and 13 aboard a SpaceX Falcon 9. More than three times the size of its initial Block 1 spacecraft, the satellites are expected to deliver speeds approaching 200 Mbps directly to ordinary smartphones, which is nearly double Block 1’s record.BlueBirds 14 through 16 are already preparing for launch, while production has advanced through satellite 42. AST, which recently explored WhatsApp and Meta AI connectivity with Meta, has nearly 60 carrier partners representing more than 3 billion subscribers and over $1.2 billion in contracted commitments.Meanwhile, Rocket Lab’s gains were fueled by a $397 million Space Force contract announced on Tuesday to build, launch and operate threat-tracking “Flatellites” aboard Neutron. This followed an award worth up to $266 million for 12 suborbital launches last month, with options for six more. The company also added three iQPS Electron missions beginning in late 2027, raising the customer’s total bookings to 18.Earnings added further momentum to space stocks. Redwire reported record second-quarter (Q2) revenue of $117.1 million, beating the $107.7 million consensus, while gross margin improved to 27.8% from negative 30.9%. Backlog hit a record $542.1 million, and the company reaffirmed its 2026 revenue outlook of $450 million to $500 million.Additionally, Voyager reported record revenue of $52.7 million, bookings of $113 million, and backlog of $336 million. “Demand continues to build faster than what we’re converting into revenue,” CEO Dylan Taylor said. The company raised its 2026 revenue forecast to $275 million–$305 million, well above the $240.8 million consensus. Golden Dome programs contributed $84 million in quarterly bookings, while Voyager’s Astrobotic acquisition expanded its lunar footprint and is expected to add $40 million–$50 million in revenue during the remainder of 2026.<h2 class="st-heading-2">SpaceX Hits A Lockup Wall</h2>SpaceX’s strong Q2 results failed to ease concerns about a looming wave of insider selling. Revenue surged 92% to $7.8 billion, while Starlink subscribers nearly doubled to 12 million. Musk projected $100 billion in annualized revenue by the end of 2026 and said annual revenue could reach $1 trillion by 2030.Still, SpaceX shares plunged 14% on Wednesday to $108.27, about 20% below their $135 June IPO price and 49% beneath their post-listing peak. The selloff came ahead of Thursday’s first employee and early-investor lockup expiration. As many as 912 million of SpaceX’s 13.6 billion shares could become eligible for sale, more than doubling the current public float and creating a huge near-term supply overhang.<h2 class="st-heading-2">NASA Lifts Lunar Trade</h2>NASA added to the sector’s momentum Tuesday by outlining progress toward a Moon Base near the lunar south pole, with more than 20 robotic landings planned through 2029 to test technology and establish infrastructure before astronauts arrive.Firefly’s Blue Ghost Mission 2 is targeting the first American landing on the Moon’s far side, Intuitive Machines is assembling its third Nova-C lander for IM-3, and Voyager’s Griffin-1 is undergoing NASA testing ahead of a planned late-2026 launch.Blue Origin provided another boost Wednesday by tracing May’s New Glenn explosion to a BE-4 engine oxygen valve. CEO Dave Limp&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/davill/status/2085074404627915059">said on X</a> that small modifications can be retrofitted to existing engines, giving the company a path toward returning New Glenn to flight by year-end.<h2 class="st-heading-2">How Do Retail Traders Feel About Space Stocks?</h2>On Stocktwits, retail sentiment was ‘extremely bullish’ for RDW and VOYG, with both attracting ‘extremely high’ message volume. ASTS and RKLB drew ‘bullish’ sentiment amid ‘high’ and ‘normal’ message volume, respectively.&nbsp;By contrast, sentiment was ‘bearish’ for SPCX amid ‘extremely high’ activity and for FLY amid ‘low’ message volume.&nbsp;Over the past year, RKLB jumped 67%, ASTS gained 30%, LUNR climbed 22% and VOYG edged up 2%, while RDW fell 27%, SPCX dropped 33% and FLY sank 62%.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/default/equity/rklb-retry-92nd-launch-last-minute-electron-abort/cZoJil2RJen">RKLB Stock Slips Overnight: Rocket Lab Prepares To Retry 92nd Launch After Last-Minute Electron Abort&nbsp;</a>

The Soyuz rocket launches to the International Space Station with Expedition 75 crewmembers: NASA astronaut Anil Menon, Roscosmos cosmonauts Pyotr Dubrov, and Anna Kikina onboard, on July 14, 2026. (Photo by Bill Ingalls/NASA via Getty Images)

SpaceX’s lockup expiration threatens to more than double its public float.

Tidal Trust II - Defiance Daily Target 2X Short ASTS ETF

AST SpaceMobile Inc

Tradr 2X Long ASTS Daily ETF

Tidal Trust II - Defiance Daily Target 2X Long ASTS ETF

Firefly Aerospace Inc.

Intuitive Machines Inc

Tema Space Innovators ETF

Planet Labs PBC

Redwire Corp

Rocket Lab USA Inc

Defiance Daily Target 2X Long RKLB ETF

Virgin Galactic Holdings Inc

Spire Global Inc - Ordinary Shares - Class A

Voyager Technologies Inc. - Ordinary Shares - Class A

Viasat, Inc.

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Space stocks, including $SPCX, $RKLB, and $ASTS, have been crushed in recent weeks. Is the selloff finally over? Cast your vote and drop your reasoning in the comments.

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