Vak

The full list of CNBC Disruptor 50 companies for 2026. solana:Pren1FvFX6J3E4kXhJuCiAD5aDmGEb7qJRncwA8Lkhw solana:PreweJYECqtQwBtpxHL171nL2K6umo692gTm7Q3rpgF $Databricks solana:PresTj4Yc2bAR197Er7wz4UUKSfqt6FryBEdAriBoQB cnbc.com/2026/05/19/202…

Semiconductor Stocks are now trading above their 200-day moving average by the largest margin since the Dot Com Bubble Burst 🚨🤯👀

🚨 Drone stocks are on fire this morning after reports that the Trump Administration is pursuing funding deals with a number of American drone companies. 🟢 $UMAC +28% 🟢 $RCAT +16% 🟢 $DPRO +15% 🟢 $KTOS +11% 🟢 $AVAV +10% 🟢 $SWMR +9% 🟢 $ONDS +7%

From the people to the pride, our Manassas celebration marked a major milestone for U.S. memory manufacturing. Take a look inside the event honoring the start of 1α DRAM U.S. manufacturing — and the teams and partners who made it possible.

The Trump Administration Is in Talks to Fund U.S. Drone Companies. $AVAV $KTOS $ONDS $AVEX $RCAT $SWMR Source: WSJ wsj.com/politics/natio…

The Trump Administration Is in Talks to Fund U.S. Drone Companies: WSJ

$4.5 million into these $NVDA calls

$SNPS Down on a Double Beat + Raised Guidance Adj EPS: $3.35 vs $3.15 est REV: $2.276B vs $2.251B est Raised FY2026 Adj EPS Guidance Raised FY2026 Sales Guidance 🟥 -1.75%

$ONDS ran 859% after the last "Bull Trigger." Now we're on the verge again... Momentum is building and we could see the next "BT" this week. I'll alert everyone when it prints.

NASA says lunar base construction starts in 2027 with near-monthly robotic landings to build out the Moon’s surface infrastructure. The goal is astronauts living on the lunar surface for months at a time by the early 2030s. $RKLB, $SPCX, $ASTS, $PL, $LUNR, $FLY, $VOYG, $RDW

$ONDS

🔥 #TSMC’s 3nm prices may rise another 15% in 2H26, with 5–10% more hikes possible in 2027, as #NVIDIA and AI #ASIC demand keep advanced node capacity under pressure. 💡More: pse.is/95bt3h 🔗

The $1 trillion club has 13 members now 🇺🇸 NVIDIA $5.2T $NVDA 🇺🇸 Alphabet $4.7T $GOOGL 🇺🇸 Apple $4.5T $AAPL 🇺🇸 Microsoft $3.1T $MSFT 🇺🇸 Amazon $2.9T $AMZN 🇺🇸 Broadcom $2.0T $AVGO 🇹🇼 TSMC $1.9T $TSM 🇸🇦 Saudi Aramco $1.8T 🇺🇸 Tesla $1.6T $TSLA 🇺🇸 Meta $1.6T $META 🇰🇷 Samsung $1.3T 🇺🇸 Berkshire $1.0T $BRK.A 🇺🇸 Micron $1.0T $MU Two new members joined this year: Micron $MU and Samsung. Both memory leaders riding the HBM cycle.

⚡️Micron $MU price target raised to $1,175 from $675 at Barclays Barclays analyst Tom O'Malley raised the firm's price target on Micron to $1,175 from $675 and keeps an Overweight rating on the shares. The firm sees memory and storage as the "most attractive vertical below accelerators" in the semiconductor group. Barclays expects continued upside to pricing with the supply/demand imbalance persisting through 2027. The biggest opportunity for pricing leverage in hard disk drive will come towards the end of the year as new contract pricing and products come into play and as mix starts shifting towards 40TB drives, the analyst tells investors in a research note.

⚡️Nvidia $NVDA price target raised to $425 from $360 at Tigress Financial Tigress Financial raised the firm's price target on Nvidia to $425 from $360 and keeps a Strong Buy rating on the shares. Nvidia continues to be "the core infrastructure engine of the AI factory era" and is the "must-own core holding for the AI investment cycle," says the analyst, who notes that the firm's 12-month target price represents a potential total return, including dividends, of 98% from current levels.

$NASA ETF: The Space Economy Is Becoming Investable The Tema Space Innovators ETF gives public investors targeted exposure to launch, satellites, lunar systems, defense space, Earth observation, and select pre-IPO holdings. It is not a broad aerospace fund. It is a concentrated space stack. NASA launched on March 30, 2026 and trades on the NYSE. It is actively managed, with exposure to public space companies and selected private holdings. The portfolio is designed around companies with space-related revenue exposure, not generic industrial aerospace. $RKLB Rocket Lab — 10.71% Rocket Lab is a launch and space systems prime contractor. It builds Electron, develops Neutron, and won an $816M Space Development Agency contract to deliver 18 missile warning and tracking spacecraft. $SPCX SpaceX SPV — 10.24% SpaceX exposure comes through SPVs inside the ETF. The role is clear: indirect access to Falcon launch dominance and Starlink satellite connectivity before any potential public listing. $PL Planet Labs — 6.05% Planet operates the world’s largest commercial Earth observation fleet. Its Pelican and SuperDove satellites scan the globe daily, while AI aircraft detection and Tanager-1 hyperspectral data expand defense and intelligence use cases. $LUNR Intuitive Machines — 5.97% Intuitive Machines focuses on lunar infrastructure. It became the first commercial spacecraft provider to land on the Moon and holds a $180.4M NASA IM-5 award tied to an Australian rover mission. $FLY Firefly Aerospace — 5.50% Firefly is an end-to-end space transportation company. It builds the Alpha rocket, Blue Ghost lunar lander, and Elytra vehicles for in-space mobility, payload hosting, and defense logistics. $ASTS AST SpaceMobile — 4.88% AST SpaceMobile is building space-based cellular broadband for standard smartphones. Its BlueBird satellites reached peak speeds near 100 Mbps from space, and operator commitments cover roughly 3B subscribers. $FTC.L Filtronic — 4.85% Filtronic supplies RF, microwave, and millimeter-wave components for harsh space environments. Its E-band amplifiers and transceivers support LEO satellite links, including a major SpaceX contract. $BKSY BlackSky — 4.07% BlackSky provides real-time geospatial intelligence using satellites and AI analytics. Gen-3 satellites add very-high-resolution imagery, while NGA Luno contracts deepen its role in facility monitoring. $VNP(.TO) 5N Plus — 4.06% 5N Plus supplies specialty semiconductors and performance materials for space solar cells. A 30% expansion in space solar material capacity supports satellite connectivity, observation, and defense demand. $VSAT Viasat — 3.58% Viasat provides secure satellite connectivity for defense, aviation, and government clients. The U.S. Space Force awarded it a Protected Tactical SATCOM contract, while ViaSat-3 F3 targets Asia-Pacific capacity. $MDA MDA Space — 3.33% MDA Space builds geointelligence, robotics, and mission systems. Canadarm3, the MDA AURORA satellite bus, and a $32M Canadian defense observatory contract show its position in critical space infrastructure. $OHB(.DE) OHB — 3.15% OHB is a European satellite systems manufacturer for LEO, GEO, defense, telecom, and Earth observation. A €280M ESA Harmony mission contract and propulsion work for CHIME and ROSE-L anchor its role. $3491(.TW) Universal Microwave — 2.94% Universal Microwave supplies millimeter-wave devices, filters, and ground station antenna systems. LEO satellite components for Starlink and Project Kuiper helped the segment exceed 50% of quarterly revenue. $186A.T Astroscale — 2.71% Astroscale targets orbital servicing and space sustainability. Its robotic spacecraft are built for debris removal, satellite inspection, and end-of-life disposal, with an $81M debris removal contract validating demand. $IRDM Iridium — 2.60% Iridium operates 66 cross-linked LEO satellites for pole-to-pole voice and data. Its L-band network serves maritime, aviation, government, IoT, field operations, and emergency response markets. $YSS York Space — 2.43% York Space is a defense and commercial satellite prime contractor. Its vertically integrated factories mass-produce standardized satellite buses, lowering cost-per-satellite and shortening production timelines. $LASR nLIGHT — 2.39% nLIGHT supplies high-power semiconductor and fiber lasers for aerospace and defense. Its beam control, fiber amplifiers, and 450+ patents position it inside directed energy and advanced optical systems. $VOYG Voyager Tech — 2.34% Voyager builds space infrastructure for orbital and deep-space missions. A 1.3 book-to-bill ratio, $45M in new bookings, and a record $275M backlog point to rising demand for specialized mission hardware. $464A.T QPS Holdings — 2.07% QPS develops small SAR satellites for high-resolution Earth observation in any weather, cloud cover, or darkness. A ¥370M Japanese Cabinet Office contract supports defense, disaster, and infrastructure monitoring. The opportunity is meaningful, but risk remains high. NASA is concentrated, thematic, and exposed to smaller names, private holdings, valuation swings, and liquidity risk. Better viewed as a satellite allocation than a core ETF replacement.

Warren Buffett's Berkshire Hathaway Constellation

$ONDS WITH A BREAKOUT Let's see if this can be sustained unlike the last breakout Target $20 nfa

🇺🇸 U.S. 30-year mortgage rates rise to 9-month high

Sights set on all-time highs $IREN