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Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is under pressure after reports that Microsoft is winding down its deal to rent Oracle AI cloud capacity, amid broader worries about debt-funded data-center expansion and possible permitting or regulatory delays. Traders disagree on the impact: some view the arrangement as a limited or older contract whose capacity can be re-leased, while others see it as a warning about AI demand, backlog quality, and Oracles leverage.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Reports that Microsoft is winding down an Oracle AI-compute rental arrangement and declining additional data-center capacity have fueled debate over whether it is pulling back on AI spending or shifting to infrastructure that better fits its needs. Traders are also weighing project delays and data-center policy risks against the view that Microsoft will continue pursuing compute capacity elsewhere.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is under pressure amid a wider AI and semiconductor selloff, with traders linking the weakness to fears that political shifts could slow data-center construction and hyperscaler AI spending. The community is split between concerns about customer concentration and capex financing and the view that AI demand and Broadcoms fundamentals remain intact.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings disappointing Q3 results and sharply reduced full-year outlook, tied largely to heavy investment in its Predictions business, have driven a steep selloff. Traders are debating whether that spending can build a profitable growth engine or whether it worsens concerns about competition, costs, and management, while some argue the sportsbook core remains strong.

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

Capricor Therapeutics Inc

Attention centers on the FDAs pending decision on Capricors deramiocel for Duchenne muscular dystrophy, with traders weighing HOPE-3 upper-limb results and support from treating physicians against concerns about the FDAs review and the risk of rejection. Many are positioning for approval and a possible short squeeze, while others stress that the outcome remains uncertain.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SNDK is caught in a sharp semiconductor selloff as investors reassess whether election-driven pushback and possible limits on new data-center projects could slow AI infrastructure spending. Traders disagree over whether that threatens memory demand or is an overreaction, with bulls citing tight supply and long-term demand while bears warn of a cyclical reset.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQs quarterly results and raised full-year revenue outlook are driving attention, with traders highlighting strong growth, expanding backlog, and sold-out capacity. The upbeat reaction is tempered by concerns about cash burn, dilution, and how much reported growth reflects acquisitions rather than the core quantum business.

Firefly Aerospace, Inc. engages in the design and manufacture of space launch vehicles. The company was founded by Thomas E. Markusic, Mark Watt, and Max Polyakov in January 2017 and is headquartered in Leander, TX.

Firefly Aerospace Inc.

Fireflys multi-year agreement to supply engines, licensed technology, and engineering support for AST SpaceMobiles planned heavy-lift rocket is driving attention. Traders broadly view the deal as a major commercial validation and funding boost, though some are cautious about execution, the rockets development timeline, and the cash-and-stock terms.

Axon Enterprise, Inc. engages in the development, manufacture, and sale of conducted electrical weapons for personal defense. It operates through the TASER segment and Software and Sensors segment. The TASER segment sells conducted electrical weapons, accessories, and other related products and services. The Software and Sensors segment includes devices, wearables, applications, cloud, and mobile products. The company was founded by Patrick W. Smith and Thomas P. Smith on September 7, 1993 and is headquartered in Scottsdale, AZ.

Axon Enterprise Inc

Axons quarterly earnings miss and lowered full-year outlook, attributed in part to federal procurement delays, triggered a sharp selloff and fresh lows. Traders are divided between calling the drop an overreaction and buying the dip, and arguing that the setback exposes execution risks in a still-expensively valued stock.

Seagate Technology Holdings Plc operates as holding company that is engaged in the development, production, and distribution of data storage products and electronic data storage solutions. Its products include hard disk drives, solid state hybrid drives, solid state drives, peripheral component interconnect express cards, serial advanced technology attachment controllers, storage subsystems and computing solutions. The firm offers its products under the Backup Plus and Expansion product lines, and Maxtor and LaCie brands. The company was founded in 1978 and is headquartered in Fremont, CA.

Seagate Technology Holdings Plc

Seagates shares have sold off despite a strong quarterly report and upbeat guidance, prompting debate over whether the reaction reflects profit-taking and high expectations or concerns about moderating margins and the durability of AI-driven storage demand. Bulls view the pullback as overdone given data-center demand, while bears emphasize valuation and the storage sectors cyclical risks.

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Fireflys engine, technology-licensing and engineering-support agreement with AST SpaceMobile for its planned heavy-lift rocket is driving attention, with traders viewing it as a major validation of Fireflys propulsion business and a boost to its funding and production plans. The sharp rally has prompted bullish reactions, alongside caution about the deals cash-and-stock terms, execution risks and whether the gains will hold.

The move appears tied to Firefly Aerospaces three-year agreement to supply engines, licensed technology, and engineering support to AST SpaceMobile in a deal valued at more than $1.3 billion. Traders are focusing on the contracts potential to add revenue and support Fireflys production expansion.

AST SpaceMobile to Build Own 20-Ton Rocket to Deploy BlueBird Satellites in Low Earth Orbit Using Miranda Engines from Firefly Aerospace

AST SpaceMobile, Inc. ("AST SpaceMobile") (NASDAQ: ASTS), the company building the first and only space-based cellular broadband network accessible directly by everyday smartphones, designed for both commercial and government applications, today announced it will build its own 20-ton rocket to...

RKLB, ASTS, And Other Space Stocks Surged 1,123% And Then Crashed — Chamath Palihapitiya Says ‘What Investors Expect’ Drives Prices 

Equity

Social Capital’s 10-stock space research basket, including RKLB and ASTS, surged 1,123% before losing two-thirds of its peak value.

SPCX Launches Satellite for Ukraine's Communications: Can It Deliver?

SpaceX launches Ukraine's first OBRIA test satellite, highlighting Falcon 9's launch capabilities and role in building an independent communications network.

Rocket Lab vs. Firefly Aerospace: Which Stock Is More Attractive?

RKLB and FLY expand their space and defense capabilities through satellite launches, lunar exploration and government contracts.

Boeing (BA) Reports Q3 Loss, Lags Revenue Estimates

Boeing (BA) delivered earnings and revenue surprises of -61.91% and -0.39%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Stocktwits Space Race Weekly: SPCX Weathers Selloff Better Than ASTS, RKLB And FLY — RDW Fares Best 

SpaceX faced Ukraine-related satellite-service scrutiny as Barclays’ merger speculation and the flying Roadster revealed renewed attention on its Tesla ties.

Did ASTS Miss Its Rocket Lab Moment? Analyst Warns Deal Window May Be Closing, Floats Firefly As A Target 

Analyst Tim Farrar also questioned AST’s launch capacity for a midband constellation.

Firefly Aerospace vs. Intuitive Machines: Which Space Infrastructure Stock Is a Better Buy in 2026?

Key PointsFirefly Aerospace is achieving triple-digit revenue growth while expanding its launch and landing capabilities for national security missions...

AST SpaceMobile vs. Firefly Aerospace: Which Space-Based Venture's Stock Is a Better Buy in 2026?

Key PointsAST SpaceMobile is developing a space-based cellular network designed to connect directly to standard smartphones through global carrier partnerships...

Firefly Aerospace vs. Rocket Lab: Which Industrials Stock Is a Better Buy in 2026?

Key PointsFirefly Aerospace delivered 163.0% revenue growth in FY 2025 while scaling its Alpha and Eclipse vehicles for rapid deployment...

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Firefly Aerospace

Firefly Aerospace is a space and defense technology company that enables government and commercial customers to launch, land, and operate in space – anywhere, anytime. As the partner of choice for responsive space missions, Firefly is the only commercial company to launch a satellite to orbit with an approximate 24-hour notice. Firefly is also the only company to achieve a fully successful landing on the Moon. Established in 2017, Firefly’s engineering, manufacturing, and test facilities are co-located in central Texas to enable rapid innovation. The company’s small- to medium-lift launch vehicles, lunar landers, and orbital vehicles are built with common flight-proven technologies to enable speed, reliability, and cost efficiencies for each mission from low Earth orbit to the Moon and beyond. For more information, visit www.fireflyspace.com.

Bullish Sentiment

<ul class="summary-bullets"><li>Despite the selloff, the basket remained about 300% above its January 2024 starting level and ahead of the S&amp;P 500.</li><li>Palihapitiya said stock prices reflect investor expectations more than companies’ current earnings.</li><li>Private investment in space hardware reached about $17 billion in 2025, with funding excluding SpaceX growing more than 30-fold since 2012.</li></ul>Billionaire tech investor Chamath Palihapitiya put space stocks’ boom and bust in focus late Tuesday as his firm Social Capital’s research basket — including Rocket Lab (<a class="mention" data-mention="$RKLB" data-symbol-id="RKLB" href="https://stocktwits.com/symbol/RKLB" target="_blank">RKLB</a>) and AST SpaceMobile (ASTS) — gave back two-thirds of its peak value after a more than twelvefold rise.“Stock prices reflect what investors expect more than what companies earn today,” Palihapitiya&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/chamath/status/2117701859943264651">said on X</a>.<h2 class="st-heading-2">Space Stocks Give Back Much Of Their Rally</h2>Social Capital built an equal-weight research basket of 10 space stocks that surged 1,123% between Jan. 2, 2024, and its May 28, 2026, peak, before losing two-thirds of its peak value by Oct. 16.Alongside Rocket Lab and AST SpaceMobile, it included Intuitive Machines (LUNR), Redwire (RDW), Planet Labs (PL), BlackSky (BKSY), Spire Global (SPIR), Satellogic (SATL), Virgin Galactic (SPCE) and Globalstar (GSAT).Despite the steep selloff, the basket remained 300% above its starting level and continued to outperform the S&amp;P 500. A hypothetical $10,000 investment would have grown to about $122,300 at the peak before falling to around $40,000 by mid-October, which is still a decent gain, but far below its high.<h2 class="st-heading-2">Space’s Investment Boom Spreads Beyond SpaceX</h2>Private investment in space hardware climbed to about $17 billion in 2025 from roughly $500 million in 2012, with growth extending well beyond SpaceX. “The easy answer is ‘because of SpaceX,’ but even excluding SpaceX, space hardware investment has grown more than 30-fold since 2012,” Palihapitiya said.The industry’s manufacturing base has also widened. In 2025, 184 companies built at least one satellite launched that year, up from 32 in 2000. That nearly sixfold increase points to more businesses entering the market and competing for orders.&nbsp;Cheaper launches have also helped open the door. Palihapitiya said launch costs per kilogram fell 25-fold between the Space Shuttle and SpaceX’s Falcon 9, lowering the cost of getting hardware into orbit and making more space-based businesses financially viable.<h2 class="st-heading-2">Governments Still Pay Most Of The Bills</h2>Palihapitiya highlighted a shift in government demand toward defense, noting that NASA’s share of federal spending fell from 4.4% in 1966 to about 0.4% in 2025, while Space Force’s regular budget overtook NASA’s in fiscal 2023.He said Space Force’s regular fiscal 2027 funding request was three times NASA’s, before another $12.1 billion in proposed one-off funding.&nbsp; “I just don't see how the defense spend on space is going to stop,” one unnamed expert interviewed for Social Capital’s research said.Palihapitiya also highlighted the industry’s reliance on government customers, citing Social Capital’s review of seven basket companies that disclose who pays them. “Their revenue is rising, but most of it still comes from governments: 56% in 2025, or about 60% once we count private customers that governments fund,” he said.According to him, government orders help companies expand production and lower costs, potentially opening the door to broader commercial demand.&nbsp;“So is this a temporary burst of government spending on a market that doesn’t really exist, or is the state only speeding up an industry that will eventually stand on its own?” Palihapitiya asked.<h2 class="st-heading-2">Space Faces Its Commercial Test</h2>Palihapitiya said government-backed industries grow in four stages: public funding gets them started, competition lowers costs, commercial customers arrive and new businesses emerge. Space, he said, has reached only the second stage.“The space economy today is in the second stage: defense orders are rising, and launch keeps getting cheaper,” he added. “Whether it reaches the third, where buyers other than the military pay, is still open.”He pointed to semiconductors as an example of government support creating the conditions for a much larger commercial market. “Chips ran through all four in six years,” he said.Concorde offered the cautionary example. Britain and France funded development, but the wider market never materialized, he added. “The rest of the loop never came. Only 20 were built,” Palihapitiya wrote.For space, he said, the outcome hinges on whether defense spending opens the door to more customers or remains the industry’s main source of demand. “In our view, this is the question that decides the industry: is defense just the first customer for space, or the permanent one?” he said. “If it is the first, space follows chips.”For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/asts-stock-chile-clears-ast-spacemobile-nationwide-satellite-service/cNGhwWqR9d8">ASTS Stock Bounces Back After 2-Day Slide: Chile Clears AST SpaceMobile For Nationwide Satellite Service&nbsp;</a>

Venture Capitalist Chamath Palihapitiya arrives to the Eisenhower Executive Office Building on September 29, 2026 in Washington, DC. (Photo by Finn Gomez/Getty Images)

Billionaire tech investor Chamath Palihapitiya put space stocks’ boom and bust in focus late Tuesday as his firm Social Capital’s research basket — including Rocket Lab (RKLB) and AST SpaceMobile (ASTS) — gave back two-thirds of its peak value after a mor

Space Stocks Remain 300% Higher Despite Recent Correction, Chamath Palihapitiya’s Research Shows

AST SpaceMobile Inc

Big Sky Growth Partners Inc - Ordinary Shares - Class A

Globalstar Inc.

Intuitive Machines Inc

Redwire Corp

Rocket Lab USA Inc

Satellogic Inc - Ordinary Shares - Class A

Virgin Galactic Holdings Inc

SpaceX

Spire Global Inc - Ordinary Shares - Class A

Right now, around $110

Under $100

Under $80

Not interested at any price

SpaceX ($SPCX) shares have fallen sharply post-earnings, now trading around $110 and well off their $225 high. At what price would you start buying $SPCX? Vote and explain your reasoning in the comments.

SpaceX ($SPCX) stock is trading around $110 after a rough post-earnings sell-off. At what price would you start buying?

Stocktwits

) stock is trading around $110 after a rough post-earnings sell-off. At what price would you start buying?

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The stock surged following a $1.3B deal to supply propulsion tech and engine licensing for a heavy-lift rocket program.

Retail investors holding shares at much higher cost averages are expressing significant frustration as the price battles recent lows.

Broad industry concerns regarding NASA contract delays, capital intensity, and sector-wide valuation pressure are weighing on sentiment.

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