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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 quarterly results and outlook are driving attention, with traders focused on rapid AI-compute growth, a return to profitability and plans for heavy infrastructure spending. Bulls see the results as evidence of an expanding AI business, while skeptics question the valuation, cash demands and potential share-unlock pressure; preliminary Tesla merger discussions add another speculative theme.

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

Netflix shares are under pressure after its quarterly profit beat expectations, but a softer fourth-quarter outlook and slowing revenue growth overshadowed the results; the company also lowered its advertising revenue forecast. Bears see growth and ad execution as key concerns, while bulls argue the selloff overstates the risk given the profitable quarter and share buybacks.

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 fiscal Q1 update sharply raised its sales outlook and projected improved gross margins, citing stronger AI-platform demand. Bulls welcomed the upside surprise and speculated about short covering, while skeptics questioned whether the gains and improved margins would hold.

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

Reported Chinese orders for Nvidias export-compliant GPUs are renewing discussion of strong AI-chip demand, though traders are frustrated that the news has not translated into a stronger share-price response. The debate also reflects optimism about continued AI infrastructure spending after SpaceX and Super Micro updates, balanced by worries about valuations, financing, and whether that spending will generate returns.

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 shares sharp rebound has traders focused on the anticipated 80th-event trigger and final analysis of its Phase 3 REGAL AML trial, with some also speculating about a buyout. The event count and trial results remain unconfirmed; bullish expectations of a major catalyst are countered by skepticism that the move is trading momentum without new data.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energys upcoming Q3 earnings are the main focus, with traders debating whether results and guidance can justify its premium valuation after a sharp, volatile pullback. Bulls point to fuel-cell demand from AI data centers and recent power-project deals, while skeptics warn that expectations are high and the broader AI selloff could keep shares under pressure.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

Traders are focused on potential DefenCath reimbursement upside after the HHS kidney-care plan highlighted barriers to financing dialysis innovation, which they see as support for CorMedixs request for a separate infection-prevention payment category. CMS action remains uncertain, and the discussion also weighs DefenCaths adoption and pricing against competition; REZZAYOs FDA priority review is another cited growth catalyst.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

SOXX is drawing attention amid a prolonged semiconductor selloff, with traders questioning whether AI infrastructure spending and chip demand can justify the sectors high expectations amid financing concerns and competition. The community is split between expecting an oversold bounce on still-strong AI demand and warning that the decline could deepen.

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 and SpaceX have formed independent committees to explore a potential merger, fueling speculation that a combination could benefit Tesla while prompting skepticism about deal terms, valuation, and whether it will happen at all. Traders are also positioning around Teslas upcoming earnings, with debate over whether results or merger-related commentary will drive the next move.

Sea Ltd. is an internet and mobile platform company, which engages in the provision of online gaming services. It operates through the following segments: Digital Entertainment, E-Commerce, and Digital Financial Services. The Digital Entertainment segment offers and develops mobile and PC online games. The E-Commerce segment manages a third-party marketplace through the Shopee mobile app and websites that connect buyers and sellers. The Digital Financial Services segment includes a variety of payment services and loans to individuals and businesses through SeaMoney. Sea was founded by Xiao Dong Li, Gang Ye, and Jing Ye Chen on May 8, 2009 and is headquartered in Singapore.

Sea Ltd - ADR

Traders are focused on Seas reported plans for a Monee fintech listing and a new AI cloud business, with the announcements coinciding with a sharp selloff. The community is split between seeing the moves as potential value creation and worrying about uncertainty, spending, and Shopee competition; some also view the decline as an oversold buying opportunity.

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Viasat, Space42 Plan To Build 2,800-Satellite D2D Network Through New Venture Equatys

Equity

Viasat and Space42 will commit up to $1 billion to Equatys, a new venture designed to build shared satellite and ground infrastructure for direct-to-device connectivity.

Should iShares S&P Small-Cap 600 Growth ETF (IJT) Be on Your Investing Radar?

Why Is DigitalOcean Plunging Today?

DigitalOcean intends to grant the underwriters a 30-day option to purchase up to an additional $105 million of shares.


Small Caps Beat S&P 500 to Start 2026: Winning ETFs in Focus 

Small caps are leading markets in early 2026, beating large caps amid macro shifts, earnings recovery and domestic strength. Here are the top-performing ETFs.

Should Vanguard Small-Cap Growth ETF (VBK) Be on Your Investing Radar?

iShares Trust - iShares S&P Small-Cap 600 Growth ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Viasat is planned to serve as Equatys’ prime technology contractor upon Equatys' formation.</li><li>The architecture can scale to 2,800 satellites across 60 orbital planes and three altitude layers.</li><li>The founders bring relationships with 400+ mobile operators and access to more than 100 MHz of coordinated spectrum.</li></ul><p>Viasat Inc (VSAT) and Space42 are putting up as much as $1 billion to build a new satellite infrastructure business, betting that direct-to-device connectivity will become a major market for satellite operators and mobile networks.</p><p>The companies signed a binding agreement Monday at World Space Business Week in Paris to establish Equatys, which will use a shared-infrastructure model similar to terrestrial tower companies.</p><h2 class="st-heading-2">VSAT, Space42 Commit Up To $1B</h2><p>After Equatys forms, Space42 and Viasat will each commit an initial $400 million in equity. Space42's contribution is expected to grow by another $200 million tied to a future funding round open to third-party investors, bringing the companies' combined commitment to up to $1 billion.</p><p>VSAT stock fell up to 5% in Monday's premarket, at the time of writing.</p><h2 class="st-heading-2">How Equatys Will Work</h2><p>Equatys will run on what the companies call a "Tower Company" model, sharing satellites and ground infrastructure among participating operators. Operators can retain their own spectrum licenses, customers and commercial relationships while sharing the underlying network.</p><p>The initial constellation's architecture is designed to scale to 2,800 satellites across 60 orbital planes and three altitude layers, allowing smartphones, Internet of Things IoT devices and other terminals to connect directly to satellites under 3GPP non-terrestrial network standards.&nbsp;</p><p>Viasat is planned to serve as Equatys’ prime technology contractor upon formation.</p><h2 class="st-heading-2">Viasat and Space42’s Satellite Partnership&nbsp;</h2><p>Space42 and Viasat first disclosed funded technical and commercial studies of shared satellite infrastructure in March 2025, followed by a September 2025 announcement of their intent to form Equatys. Space42 holds coordinated L-band spectrum rights across more than 160 markets, while Viasat holds L-band rights globally and S-band rights in Europe.</p><p>The companies estimate that the global D2D satellite connectivity market could reach $30 billion to $70 billion by 2040. Viasat Chairman and CEO Mark Dankberg said the deal reflects the companies' confidence in Equatys' strategic value and long-term financial merits.&nbsp;</p><h2 class="st-heading-2">What Retail Investors Think About VSAT Stock</h2><p>Retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/VSAT">VSAT</a> stock remained "bullish" at the time of writing.</p><figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_09_14_152058_f7b424d945.png" alt="Screenshot 2026-09-14 152058.png" width="821" height="482"><figcaption>VSAT stock retail sentiment on September 14 as of 6:40 a.m. ET | Source: Stocktwits</figcaption></figure><p>So far this year, VSAT stock has surged more than 97%, outperforming the benchmark S&amp;P 500, which has risen nearly 12% during this period.</p><p><strong>Read More:&nbsp;</strong><a href="https://stocktwits.com/news-articles/markets/equity/nke-stock-slips-premarket-nike-hits-historic-low-as-turnaround-struggles-mount/cZtlybLRBRK"><strong>NKE Stock Slips Premarket: Nike Hits Historic Low As Turnaround Struggles Mount</strong></a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

The logo of US communications company Viasat Inc. is displayed on a smartphone. (Photo Illustration by Timon Schneider/SOPA Images/LightRocket via Getty Images)

Viasat Inc (VSAT) and Space42 are putting up as much as $1 billion to build a new satellite infrastructure business, betting that direct-to-device connectivity will become a major market for satellite operators and mobile networks.

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