The Retail Kings ETF $RKNG🤴

$IONQ raised 2026 revenue guidance to $450M to $460M following the SkyWater acquisition. The deal immediately lifts IonQ’s scale while adding more manufacturing control behind its quantum hardware roadmap.

$NVDA is extending its AI stack with $SPCX from Grok on Earth to compute in orbit. SpaceXAI will use Vera CPUs to power next-gen Grok agents while bringing Vera Rubin systems to its first Starmind satellites.

$VSAT has selected $RKLB to build the satellite bus for the U.S. Space Force’s PTS-G program which is designed to provide resilient anti-jam communications in contested environments. The initial Swarm 1 award totals $438M while the broader PTS-G program carries a $4B IDIQ ceiling giving Rocket Lab exposure to a much larger follow-on opportunity.

$ONDS wins a multi-million-dollar Israeli Defense Ministry program to develop and produce its low-cost Digital Bat tactical attack drones. The award expands Ondas deeper into precision strike while validating its push toward scalable autonomous defense systems.

$JOBY partners with Atoms to build a U.S. vertiport network across Florida, New York, Texas and California as air taxis move closer to commercial service. The hubs will connect electric aircraft with charging, servicing, autonomous vehicles and ridesharing addressing one of the biggest infrastructure barriers to scaling eVTOLs.

Leopold Aschenbrenner’s Situational Awareness sought fresh capital after leveraged AI bets took heavy losses then exited its entire public-equities book through a single-buyer deal. The timing was brutal as its former holdings immediately ripped higher showing how leverage can force you out at the worst possible moment: • $BE +30% • $NBIS +28% • $SHAZ +26% • $IREN +25% • $SNDK +20% • $CRWV +20%

$AMZN files to deploy 5,105 direct-to-device satellites by 2028 using spectrum from its $12B Globalstar deal. The network would offer voice, messaging, data and emergency connectivity beyond cell coverage directly challenging $SPCX Starlink.

$AMD and Anthropic sign a 2 GW AI infrastructure deal worth tens of billions, with MI450 deployments beginning in the first half of 2027. AMD will also invest up to $5B as milestones are met, while Anthropic rolls out the chips across its data centers and cloud partners.

$NBIS jumps nearly 20% after $NVDA discloses a 9% passive stake in Nebius through a new SEC filing.

$IREN signed $2.8B in new multi-year AI cloud contracts and raised its year-end 2026 ARR target from $3.7B to more than $4B. Its vertically integrated platform is scaling from roughly 3MW a year ago to 480MW in 2026, with 1.2GW targeted for 2027.

$NBIS is launching an asset-light AI cloud model where partners finance and operate the data centers while Nebius supplies the architecture, software and customer demand. The structure could generate revenue through licensing, commissions and capacity agreements with minimal additional capital from Nebius.

$ASTS BlueBird 11 is at Cape Canaveral, with BlueBirds 12 and 13 now headed to Florida. The next orbital launch is nearing.

$CRCL surges over 15% after the OCC approves the company to operate as a federally regulated trust bank.

$ONDS agreed to acquire DZYNE Technologies for $875.8M in cash and stock, adding military unmanned aircraft, autonomous drones and counter-drone systems to its defense platform.

$META is reportedly building a cloud business to sell excess AI compute and compete with $AMZN AWS, $MSFT Azure and $GOOGL Cloud.

$JOBY and Toyota formed a manufacturing JV for Joby’s S4 Series eVTOL aircraft. Toyota will own 51% of the JV and Joby 49% with initial capital contributions of $1.02M and $980K, respectively.

$RKLB is acquiring $IRDM in one of the most transformative space deals yet. The deal combines launch, satellite manufacturing, global communications, and rare spectrum, turning Rocket Lab into a fully integrated space platform serving millions of users worldwide.

$ASTS just received another major component delivery to accelerate Block-2 BlueBird satellite production.

Every AI system needs memory to move data, store context and feed the GPU. Without enough memory, the AI system slows down. That makes $MU memory one of the most important scarce inputs in the AI buildout.

JUST IN: OpenAI unveils AI chip called "Jalapeño"