SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as crude prices surge amid reported tanker attacks and supply risks around the Strait of Hormuz, alongside concerns about Saudi and Russian energy infrastructure. Traders are split between betting on further gains from geopolitical disruption and warning that prices look extended and could retreat if diplomacy or supply relief eases those fears.

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 slide is being tied by traders to recurring lockup share releases and insider selling, alongside a TD Cowen rating-target cut and concerns about the AI-chip sector. The community is divided between expecting more downside amid valuation, customer-concentration, and scaling concerns, and viewing the selloff as an oversold opportunity based on Cerebras technology and potential demand.

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

CoreWeave is under pressure amid concerns about its heavy debt burden, expensive financing, and whether AI demand and backlog can generate sufficient returns; HSBCs bearish assessment has sharpened that debate. Bears warn of refinancing strain and possible dilution, while bulls point to contracted demand and argue the selloff is excessive, with dip buyers watching support levels.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A tech-led rebound after the recent AI-stock selloff has put QQQ in focus, but traders are divided over whether it marks a recovery or a short-lived relief rally and bull trap. Upcoming megacap earnings and lingering concerns about AI spending and debt, alongside rising oil prices, are adding to the volatility.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Ciphers sharp selloff is being tied mainly to its convertible-note financing and debt conversion, which traders fear will dilute shareholders, alongside broader weakness in AI/data-center stocks and concerns about debt and execution. The community is split between calling the decline an oversold buying opportunity and warning that selling pressure could continue.

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 deadline dominates discussion, with holders weighing whether the warrants can become exercisable against the risk they expire worthless. Traders disagree over whether the expiration would ease dilution concerns or signal a failed catalyst, while some speculate Ryan Cohen may extend the warrants or take action to lift the share price.

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

NuScale shares are under pressure after UBS downgraded the stock to Sell, citing lengthy commercialization timelines and a lack of firm customer commitments. The move has sharpened debate over execution risk and cash burn, with some traders viewing the selloff as a buying opportunity while others see limited commercial progress as a reason for caution.

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 selloff across AI infrastructure and neocloud stocks, amid concerns about debt, financing costs, and returns on data-center spending, has driven NBIS discussion. Traders are split on whether the stocks rebound signals stabilization or a bull trap: bulls see Nebius as better positioned than more leveraged peers, while bears remain wary of funding needs and sector-wide risk.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Morgan Stanleys upgrade of Amazon to a Top Pick, backed by expectations for accelerating AWS growth and AI-related demand, fueled a sharp rally. Traders welcomed the upgrade, though some questioned whether the move can hold and pointed to the upcoming earnings report as a test of the growth and spending outlook.

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

Barclays downgrade of Dell, citing limited evidence of accelerating enterprise AI spending and concerns that higher memory costs are inflating reported revenue, is the main catalyst behind the sharp selloff; broader worries about inflation, rates and AI infrastructure financing added pressure. Traders are split between viewing the decline as an oversold buying opportunity and expecting further weakness after the stocks steep run-up.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

ASTS Stock Slips Overnight: Viasat Urges FCC To Reject AST SpaceMobile’s ‘Fatally Flawed’ Overseas Spectrum Bid 

Equity

AST’s application seeks additional mobile and V-band spectrum for its authorized 248-satellite system.

ASTS Stock Faces Starlink Threat: Analyst Says Musk Could Pair Ligado, Viasat And FCC Spectrum For ‘Massive’ Midband Block 

AST’s upcoming access to Ligado spectrum, up to 40 MHz plus another 5 MHz, is still subject to approvals and closing conditions.

Can Kratos' 5G Ground Systems Support Satellite Connectivity Growth?

KTOS advances software-defined satellite ground systems with a successful multi-vendor 5G demonstration, supporting more flexible and interoperable satellite connectivity.

ASTS Stock Slides After-Hours As SpaceX Snags Grain Spectrum: Analyst Who Called The Deal Says ‘Ligado Is Next’ 

Satellite communications and spectrum consultant Tim Farrar flagged Viasat as the last available holder of a substantial block of global spectrum.

Can RTX's Survivable Communications Portfolio Support Defense Growth?

RTX broadens its defense communications portfolio with satellite, a Very Low Frequency communication subsystem, and command-and-control capabilities.

Can the Formation of Equatys Help Revive Viasat's Growth Momentum?

VSAT's Equatys venture could unlock new D2D revenue, broaden its market and improve capital efficiency through shared satellite infrastructure.

Viasat and SPACE42 Partner on $1 Billion 'Equatys' Direct-To-Device Satellite Venture

Viasat Space42 deal brings up to $1 billion to Equatys, a shared satellite network targeting direct-to-device connectivity.read more...

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

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.

Space42, Viasat Agree To Co-found Equatys With $1 Bln Commitment

(RTTNews) - Space42 (SPACE42), the UAE-based AI-powered Space tech company, and Viasat, Inc. (VSAT), a satellite and secure communications company, Monday announced that they have agreed to formally establish Equatys, a shared space and ground infrastructure platform...

DAL Stock Drops: Jefferies Sees Possible Snag To In-Cabin Experience Owing To SPCX-VSAT Spectrum Fight

Delta uses Viasat today and has chosen Amazon’s Leo network as its next-generation Wi-Fi provider.


ViaSat, Inc. engages in providing communications technologies and services. It operates through the Communication Services and Defense and Advanced Technologies business segments. The Communication Services business segment provides a wide range of broadband and narrowband communications solutions across government and commercial mobility markets. The Defense and Advanced Technologies business segment develops and offers a diverse array of resilient, vertically integrated solutions to government and commercial customers, leveraging the company’s technical competencies in encryption, cyber security, tactical gateways, modems, and waveforms. The company was founded by Mark D. Dankberg and Mark J. Miller on May 1, 1986 and is headquartered in Carlsbad, CA.

Viasat, Inc.

Extremely Bearish Sentiment

<ul class="summary-bullets"><li>Viasat called AST's request for additional overseas spectrum “fatally flawed,” citing interference risks and restrictions on some proposed frequencies.</li><li>AST says overseas operations would require local approvals, with technical measures designed to limit interference.</li><li>AST SpaceMobile welcomed its European telecom partners’ potential joint satellite-spectrum bid, but a satellite provider is yet to be selected.</li></ul>Shares of AST SpaceMobile (ASTS) slipped 2% overnight heading into Tuesday as Viasat urged U.S. regulators to reject its request for additional overseas spectrum, citing interference risks and challenging the eligibility of some proposed frequencies.<a href="https://stocktwits.com/symbol/ASTS">ASTS stock</a> jumped nearly 3% on Monday to $41.87, with shares poised to record their second consecutive month of losses after sliding 29% so far in October.&nbsp;<h2 class="st-heading-2">Viasat Challenges ASTS Overseas Spectrum Plans</h2>In a petition from Monday, Viasat asked the Federal Communications Commission (FCC) to deny disputed spectrum authority sought by AST &amp; Science, AST SpaceMobile’s operating unit. “AST’s request is fatally flawed for two principal reasons,” Viasat said, saying that some requested frequencies overlap with existing mobile-satellite services and others are unavailable for AST’s proposed operations under current allocation rules.Viasat pointed to its European Aviation Network, which uses the 1980-1995 MHz band, and said it is developing additional services using the same spectrum. “As a technical matter, it is impossible for AST to operate in this spectrum without interfering with the services already being provided,” Viasat said.The company added that mobile-satellite operators generally need separate frequencies or non-overlapping coverage areas because mobile terminals use antennas that transmit and receive signals in multiple directions.Viasat also alleged that AST sought mobile-spectrum authority outside the FCC’s defined supplemental coverage from space bands without requesting the necessary waivers. “AST offers no explanation of how its proposed operations could possibly coexist with such uses. As such, AST’s request must be denied,” it said.<h2 class="st-heading-2">ASTS Seeks More Spectrum For Global Expansion</h2>In July, AST sought additional spectrum access for its authorized 248-satellite system. It covers mobile frequencies for direct-to-device services outside the U.S. and V-band frequencies for ground-gateway links and satellite control. The company said the additional frequencies would support work with mobile network operators to extend coverage and improve connectivity. Its application was accepted for filing last month.“AST SpaceMobile will seek additional authorization from the relevant national licensing administrations before commencing operations outside the United States,” AST said.The application proposes overseas mobile-spectrum operations without causing interference. An engineering study also concluded that beam shaping, power adjustments and selective deactivation of cells near national borders could control cross-border interference and adjacent-band emissions while maintaining service.<h2 class="st-heading-2">ASTS Welcomes European Satellite Spectrum Initiative</h2>The dispute comes amid Deutsche Telekom, Orange, Telefonica and Vodafone’s decision to explore a joint bid for future European mobile-satellite spectrum allocations.Their letter of intent aims to extend coverage into underserved areas, strengthen network resilience and support open access to direct-to-device services for mobile operators. The four companies plan European ground infrastructure and coordination functions without directly investing in a satellite constellation. A satellite partner is yet to be selected.“This Letter of Intent to explore a potential joint bid for MSS spectrum does not replace existing satellite partnerships,” the operators said. AST welcomed the move, calling the four companies its mobile network operator partners and highlighting a European market with more than 500 million mobile subscribers.AST said Satellite Connect Europe, its joint venture with Vodafone, would link BlueBird satellites with operators’ core networks through European-operated ground infrastructure, keeping data handling and service control in Europe. The company also highlighted its ability to tune across 1,150 MHz of partners’ low and mid-band spectrum globally and combine participating operators’ frequencies with its S-band priority rights, subject to authorizations.<h2 class="st-heading-2">How Do Retail Traders Feel About ASTS?</h2>On Stocktwits, retail sentiment for ASTS slipped to ‘bullish’ from ‘extremely bullish’ levels a week ago amid over a 360% surge in 24-hour message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/asts_ss_b83845adc5.png" alt="asts ss.png" width="639" height="342"><figcaption>ASTS sentiment and message volume as of October 20 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/Ringjob/message/666890298">said</a>, “<a href="https://stocktwits.com/symbol/ASTS">$ASTS</a> bears getting greedy here, bounce to 70+ by 2027 theres better times to short than right now. company sitting on over 3bil cash, spcx news out of the way, there isnt a whole lot more bearish news coming.”<stembedurl>https://stocktwits.com/Ringjob/message/666890298</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/tmojo/message/666876583">said</a>, “$ASTS absolutely none of these feel good pr's mean a thing unless they can get satellites in the air.&nbsp; All i want to see is a launch schedule”<stembedurl>https://stocktwits.com/tmojo/message/666876583</stembedurl>ASTS stock has declined 42% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rklb-stock-rocket-lab-neutron-progress-2027-delay-retail-dates-and-deals/cZxql2FRBuQ">RKLB Stock Dips Overnight: Rocket Lab Shows Neutron Progress After 2027 Delay, But Retail Wants Dates And Deals&nbsp;</a>

In this photo illustration, the AST SpaceMobile logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

ASTS Stock Slips Overnight: Viasat Urges FCC To Reject AST SpaceMobile’s ‘Fatally Flawed’ Overseas Spectrum Bid

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

Tema Space Innovators ETF

Show me the results

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.

Have space stocks finally bottomed? 
 
Drop your reasoning in the comments.

Feed

News

Sentiment

Earnings

Fundamentals

Info

VSAT News