Lumentum (LITE) and Coherent (COHR) have each beaten Wall Street six quarters straight. Intuitive Machines (LUNR) has missed six straight, and 28 more AI stocks report the same week.
Lumentum and Coherent haven't missed a quarter in over a year. Intuitive Machines hasn't beaten one. More than 30 AI-linked stocks report earnings the week of August 10, and their trailing records couldn't be more different.
SpaceX's 911 million share unlock landed today. The stock rose, and the rest of the space trade rallied harder.
SpaceX's 911.5 million share unlock landed today and the stock rose anyway. Fourteen other space stocks rallied harder, from Rocket Lab's new Space Force deal to Voyager's raised guidance.
SpaceX (SPCX) took every space stock down with it, and it started the day it filed, not the day it listed. Rocket Lab (RKLB) is the one I'd own
SpaceX filed its S-1 on May 20 and space stocks went vertical, then broke. Every name in the group now trades below its pre-filing price. Why Rocket Lab (RKLB) is the one I'd buy out of it.
Amazon (AMZN) wants 5,105 satellites talking to your phone, on Globalstar (GSAT) spectrum it doesn't own yet
The application covers 5,105 satellites connecting straight to phones, starting in 2028, running on airwaves that still belong to Globalstar. Amazon agreed in April to buy the company for about $11.6 billion, and that deal is not expected to close until 2027. Globalstar trades $11 under the headline price, and the reason is in the exchange ratio rather than in doubts about the deal.
All seven Magnificent Seven stocks fell today. Here's where that money actually went (July 23, 2026)
All seven Magnificent Seven stocks were red by late morning Thursday, led by Tesla's 14% drop on an earnings miss and Alphabet's close-to-7% slide despite beating estimates, on another capex raise. Amazon and Meta sold off too ahead of next week's reports. The money didn't just leave, it rotated: into defense on Lockheed's earnings beat, and out of quantum, SaaS and space.
Jim Cramer's tech calls are still lagging the rest of his book. Intel is 1 for 5, and IBM crashed the day after his second buy call.
Jim Cramer's tech calls are still his weak spot. Intel is 1 for 5 since June, IBM is down nearly 30% since his back-to-back buy calls, and his tech picks trail the Nasdaq-100 by more than three points a call even after Tuesday's chip bounce.
AST SpaceMobile (ASTS) sinks close to 13% after hours on its third billion-dollar note sale since October
AST SpaceMobile went back to the debt market for the third time since October, and investors kept selling into the evening, with the stock down nearly 13% after hours despite the company holding $2.7 billion in cash.
What is a SPAC? DraftKings, Lucid and the Agility Robotics deal (CCXI), explained
A SPAC skips the normal IPO process by merging a private company into an already-public shell. Here is how that actually works, and what happened to the famous ones, from DraftKings to Lucid to the Agility Robotics deal (CCXI) moving through the pipeline right now.
Space stocks had their day Monday, June 29: Rocket Lab (RKLB), AST SpaceMobile (ASTS) and Iridium (IRDM) soar
A Rocket Lab takeover of Iridium, an analyst upgrade, and the SpaceX index story all hit at once. Here is what actually moved space stocks on June 29.
Today's AI rotation map: out of the chips, into software, power and the frontier
A snapshot of Monday's rotation: as the AI build-out sold off, money moved into software (ServiceNow, Adobe), AI power (GE Vernova), quantum, space and cyber. A one-day picture that can flip fast.
SpaceX is taking on the cell carriers, and analysts are floating a T-Mobile (TMUS) takeover
SpaceX just told IPO investors it will challenge the big wireless carriers with its own Starlink Mobile service, armed with $17 billion of new spectrum and satellites that work like cell towers in orbit. Here is what is real, plus the speculative T-Mobile (TMUS) takeover idea Wall Street is floating, and why Deutsche Telekom makes it hard.
What every space stock actually does, and why ASTS, RKLB and the rest fell after SpaceX went public
Space stocks ran up together on Golden Dome defense money, then fell together after SpaceX’s record IPO. Here is what AST SpaceMobile (ASTS), Rocket Lab (RKLB), Planet Labs (PL) and the rest of the basket actually do, and why they move as one trade.