Named-stock context
Background on names that print on the tape. How to read movers, crowd, ranking, briefs, and earnings lives under Help. Informational only — not a trade list.
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QS · A factory plan meets the solid-state field
QuantumScape's planned 100 MWh line gives the battery race a scale-up clock. Solid Power, Factorial, and Toyota are trying to clear different gates first.
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PL · Tanager-2 and a Google TPU demo are in orbit. Pelican-12 is still at the Cape.
On 1 October Planet launched 20 spacecraft on Transporter-18: Tanager-2, a Project Suncatcher prototype, and 18 SuperDoves. First contact was three of them. Pelican-12 has been at Cape Canaveral since 25 September, with no launch date.
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ASTS · Three more BlueBirds are headed to the Cape. SpaceX bought the 800 MHz AST also chased.
BlueBirds 14, 15, and 16 left Midland for Cape Canaveral on 30 September with no launch date. On 8 October SpaceX agreed to buy Grain Management’s nationwide 800 MHz licences — up to 14 MHz of paired low-band that AST had pursued. One is logistics. The other is a spectrum door closing.
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APLD · 250 MW is ready. The $36 billion lease book is not quarterly revenue.
Applied Digital's October update separates live Polaris Forge capacity, tenant fit-out work and a much larger contracted campus pipeline.
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BKSY · a fifth Gen-3 satellite is imaging. The $1 billion is not its contract.
BlackSky's September milestones show operating progress, while a fifty-satellite consortium headline still lacks a disclosed BlackSky contract value.
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LUNR · SXM-11 is delivered. The next Moon landing is a different clock.
A commissioned communications satellite shows spacecraft execution after the Lanteris acquisition. It does not move a Nova-C lander onto the lunar surface.
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MU · the memory boom printed. The next quarter is still a forecast.
Micron's September print put fiscal Q4 revenue at $54.23 billion. The $61.5 billion next-quarter figure is guidance, not sales already booked.
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SNDK · flash sales surged. How much came from price?
Sandisk's latest reported quarter grew 51% sequentially. About two-thirds of that growth came from pricing, while longer-term customer agreements remain a separate story.
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ASTS · Named in the U.S.–Japan tech deal. “Welcomed” is not a contract.
The 5 October U.S.–Japan Technology Prosperity Deal statement names one U.S.-listed small-cap: AST SpaceMobile, in a single line about Low Earth Orbit satellite infrastructure with Rakuten. Here is what the statement says, where the money in it actually sits, and what it does not add.
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ASTS · BlueBirds 14–16 are on the road. They are not in orbit.
At the end of September AST SpaceMobile said BlueBirds 14, 15, and 16 left Midland for Cape Canaveral. No launch date was named. Thirteen spacecraft are still the orbit count. The factory sequence has been described through BlueBird 50.
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BB · QNX printed $80.3 million. Alloy Kore’s first win is still backlog.
Fiscal Q2 2027 ended 31 August and billed $163.3 million. QNX was a record $80.3 million, above a $70–$75 million guide. Coretura’s Alloy Kore selection adds more than $100 million to royalty backlog. That add is not this quarter’s check.
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AVAV · First international LOCUST order is above $50 million. Q1 printed $480.5 million.
On 8 September AeroVironment said it booked a first export order for LOCUST lasers. The last printed quarter, ended 1 August, was $480.5 million.
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NBIS · Palantir named Nebius its preferred sovereign stack. Q2 still printed $582.3 million.
On 8 September Palantir and Nebius announced a partnership. The last printed quarter is still 30 June: $582.3 million of group revenue. A preferred-partner label is not that check, and not the $3.0–$3.4 billion guide.
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PL · Berlin’s factory is open. Sixty Pelicans a year is still a scale target.
On 22 September Planet opened a 5,700-square-meter satellite plant in Berlin-Mitte. Cleanrooms are fitted. Production this autumn, a first bird by year-end, and an Isar launch in early 2027 remain company targets. The last print is still the $116.1 million quarter ended 31 July.
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RKLB · The $1.944 billion ATM is done. Iridium is still not closed.
On 15 September Rocket Lab said it finished a 29.3 million-share sale and cancelled the $3.6 billion bridge. Iridium’s $1.775 billion term loan was amended. Close remains a mid-2027 target, pending regulators. Q2 still printed $234 million.
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CHPT · Four July quarters draw a different EV market.
ChargePoint — NYSE: CHPT — has printed the same fiscal quarter four ways: $150.5 million, $108.5 million, $98.6 million, then $116.1 million. The charging bust was real. So is the turn.
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ACHR · Q2 printed $5.0 million. Midnight is still in FAA phase 4.
Archer Aviation — NYSE: ACHR — billed $5.0 million for the quarter ended 30 June 2026. The cash pile was $1.56 billion. Type certification and the Boeing Wisk / Insitu close are still unfinished.
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ASTS · Q2 billed $31.5 million. That was gateways, not phone bills.
AST SpaceMobile — NASDAQ: ASTS — printed $31.5 million for the quarter ended 30 June 2026 from gateway deliveries and U.S. government milestones. Thirteen spacecraft are in orbit. Consumer beta is still a 2026 target.
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CHPT · Q2 printed $116.1 million. Hardware still outran subscriptions.
ChargePoint — NYSE: CHPT — reported fiscal Q2 2027 on 2 September. Networked charging systems were $62.9 million. Subscriptions were $43.7 million. Four points of the margin print were tariff refunds.
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PL · Q2 printed $116.1 million. Q3 is a $101–$105 million target.
Planet Labs — NYSE: PL — reported fiscal Q2 2027 after the 3 September close. The $116.1 million quarter is the print. Full-year $430–$441 million and a $4 billion satellite-services pipeline are still outlook.
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ASTS · Berenberg opened coverage at $92. RKLB and PL got targets the same morning.
On 2 September Berenberg’s Michael Filatov started U.S. space coverage and assigned buy ratings to AST SpaceMobile, Rocket Lab, and Planet Labs. A sell-side target is not a print. Planet printed fiscal Q2 after the 3 September close.
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PL · Pelican-11 is up. It is not commercial 30-centimeter imagery.
Planet Labs — NYSE: PL — launched a Gen-2 pathfinder on 7 July. Fiscal Q2 2027 printed after the 3 September close. JSAT, Germany, and Sweden are named satellite-services seats. A one-year tasking order is not a dedicated fleet.
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CIFR · Amazon started paying rent at Black Pearl. Nine AI-campus names still mix tenants, backstops, and blanks.
Cipher Digital’s June quarter still printed $25 million. HPC rent at Black Pearl commenced in August. Hut 8, TeraWulf, Core Scientific, IREN, Applied Digital, Riot, CleanSpark, and Bitdeer sit on the same tape with different counterparties.
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APLD · 175 MW is live at Polaris Forge 1. The $36 billion book is mostly still a build.
Applied Digital’s fiscal 2026 printed $611 million. 175 MW is energized for CoreWeave in Ellendale. 1.4 GW of leased IT load is contracted capacity, not halls already on.
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AAPL · Apple Greater China printed $18.8 billion. That is not one US-in-China story.
Apple’s June quarter Greater China was $18.8 billion, up 22%. Lululemon and Ralph Lauren still printed growth. Tesla Shanghai is exporting. Nike and Starbucks did not.
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BB · QNX printed $72 million. The $950 million backlog is not that check.
QNX is the safety-certified OS and hypervisor inside BlackBerry. Q1 billed $72.3 million. Royalty backlog and OEM selections are later clocks. Fiscal Q2 2027 ended 31 August 2026 and had not been reported that day.
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IONQ · $80 million printed. Tempo shipped. A 256-qubit chip is still a roadmap.
IonQ billed $80.1 million in Q2, mostly Tempo systems and cloud. Remaining performance obligations are $485 million. RGTI, QBTS, and QUBT printed much smaller quarters. None of this is a ranking.
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LASR · $83 million printed. Directed energy is the live book. The $627 million ceiling is not.
nLIGHT is high-power lasers. Q2 billed $82.6 million, $57.3 million of it aerospace and defense. Joint Laser Weapon Systems is a contract ceiling. Q3 already excludes $17 million stuck in the supply chain.
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LUNR · $206 million printed. The next Nova-C is still a 2027 window.
Intuitive Machines is no longer only lunar landers. Q2 billed $206 million after Lanteris. IM-3 is a January–March 2027 target. CLPS 2.0 is a competition, not an award.
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OKLO · $1.2 million printed. Aurora is not selling power.
Oklo wants to own small fission plants and bill megawatt-hours. Q2 billed $1.21 million of engineering and services. Groves going critical is an isotope test reactor, not the Idaho Aurora.
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PL · $94 million printed. The $906 million backlog still has cancelable seats.
Planet Labs — NYSE: PL — images Earth every day. Nine Pelicans are up. Fiscal Q2 2027 has not printed yet. Google’s space-compute work is an R&D demo, not a data-center contract.
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POET · $570 thousand printed. The $50 million Lumilens order is not that check.
POET makes wafer-level optical engines for AI optics. Q2 billed $569,925, mostly NRE. Volume shipments are a second-half 2026 target. A $500 million framework is not revenue.
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RDW · $117 million printed. Edge Autonomy is the defense line. VLEO has not flown.
Redwire is space hardware plus uncrewed aircraft after Edge Autonomy. Q2 billed $117.1 million. DARPA’s Otter air-breathing satellite is a manufacturing contract, not a spacecraft in VLEO.
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RKLB · Electron printed the launches. Neutron is still a pad target.
Rocket Lab’s live rocket is Electron. Q2 billed $234 million, mostly space systems. Neutron’s clock is delivery to the pad in Q4 2026 — not a flown medium-lift.
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ASTS · who they work with — AT&T, Verizon, Vodafone, Rakuten, stc, Bell, and Telus
The 60-operator headline mixes signed seats, joint ventures, and older MOUs. This is the named book. Commercial broadband is still 2027.
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HUT · Hut 8: Beacon Point is still leased. ERCOT paused large-load energization.
HUT on Nasdaq is Hut 8, often written HUT8. The 949 MW book has not been cancelled. Texas will not energize large computational loads until the audit finishes.
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IREN · FY26 billed $129 million of AI Cloud. Bitcoin still paid the year.
The August 27 print put $1 billion of operating ARR against $4 billion contracted for 2026. Horizon 1 is accepted. Three more halls are a Q4 schedule.
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WULF · TeraWulf: CB-4 is a late-September rent clock, not a second 102 MW.
Lake Mariner is still earning on CB-3. The Q2 call put first-hall Level 4 at late September. Kentucky and Maryland stay later maps.
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HYLN · $41.7 million is a Navy R&D award. The data-center book is still LOIs.
Hyliion — often typed Hyllion — printed $4.9 million of research work in Q2 2026. The KARNO Power Module is not a commercial product yet. Commercialization slipped to 2027.
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TEM · TEM and Moderna: the connection is Personalis, and the deal is not closed.
Merck and Moderna’s Phase 3 melanoma readout used Personalis tumor profiling. Tempus has agreed to buy Personalis. Tempus does not make the mRNA shot.
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BE · Hydrogen at the data hall: the fuel cells booking gigawatts still run on gas.
AI campuses need power faster than the grid can interconnect. Bloom is already shipping on-site fuel cells. Those boxes run on natural gas today and can take hydrogen later. PEM backup and a hydrogen supply chain are a different, smaller story.
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PLUG · Plug Power: 40 tons a day is live. The quarter still lost $190 million.
PLUG printed $178 million of revenue and nearly breakeven gross margin in Q2 2026. Three hydrogen plants are running. Fuel still loses money, unrestricted cash fell, and Q4 EBITDAS is a target — not a print.
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HUT · Hut 8: 949 MW is leased. Almost none of that AI load is live yet.
HUT on Nasdaq is Hut 8, often written HUT8. Bitcoin compute still pays the bills. The AI campuses are contracted into 2027.
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WULF · TeraWulf: 102 MW is live at Lake Mariner. The rest is still a build.
WULF still hashes Bitcoin on a retired coal site. The tape now prices HPC leases — Fluidstack with a Google backstop, then Anthropic in Kentucky.
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ASTS · what is in orbit, who the partners are, and how it differs from Starlink
AST SpaceMobile is trying to put a cellular tower in low Earth orbit. The launch log, carrier deals, and Starlink comparison are three different stories.
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IREN · from Bitcoin halls to Microsoft’s first accepted AI campus
The miner still hashes. The story that moved the tape in 2026 is contracted GPU cloud — and one 50 MW building that Microsoft has already signed for.
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TEM · Tempus AI: the lab that sells tests — and licenses the data
TEM is a diagnostics company and a pharma data vendor at once. The Q2 print, the AstraZeneca model, and the Personalis deal are three different clocks.
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BULL · Webull: the brokerage behind the BULL ticker — not a bull ETF
NASDAQ: BULL is Webull Corporation, listed through a SPAC in 2025. Q2 was a volume quarter. The June PDT change is part of why.