Group 1 - Intuitive Machines Inc is focusing on lunar exploration and has secured contracts with NASA, indicating strong growth potential in the space industry [1] - Planet Labs PBC specializes in satellite imagery and data analytics, showing a significant increase in revenue driven by demand for Earth observation data [1] - Both companies are positioned to benefit from the increasing investment in space technology and services, reflecting a broader trend in the aerospace sector [1] Group 2 - Intuitive Machines Inc reported a revenue increase of 25% year-over-year, highlighting its expanding market presence [1] - Planet Labs PBC achieved a revenue growth of 30% in the last quarter, showcasing its competitive edge in the satellite data market [1] - The overall market for space-related services is projected to grow significantly, with estimates suggesting a potential market size of $1 trillion by 2040 [1]

Company Overview - Defiance ETFs has launched two new single-stock leveraged funds: Defiance Daily Target 2X Long RKT ETF (BATS:RKTL) and Defiance Daily Target 2X Long LUNR ETF (BATS:LUNL) [1][2] - RKTL targets Rocket Companies, a financial technology firm known for its digital mortgage origination platform, offering a range of mortgage and personal finance services [3] - LUNL provides leveraged exposure to Intuitive Machines, a company focused on lunar access and services, including the design and operation of lunar landers [5] Market Dynamics - Rocket Companies' stock is sensitive to macroeconomic factors such as housing affordability, interest rates, and mortgage demand, leading to significant price volatility [4] - Intuitive Machines is positioned in the emerging lunar economy, attracting attention due to mission milestones and developments related to NASA, as well as broader investor interest in space and defense [5] Investment Trends - The launches of RKTL and LUNL reflect a growing demand among active traders for exchange-traded products that allow for short-term directional views on individual stocks without the use of margin accounts or derivatives [6] - Single-stock leveraged ETFs have gained popularity among sophisticated retail traders seeking transparent, exchange-listed vehicles tied to volatile equities [6][7] - Defiance continues to expand its suite of leveraged ETFs, catering to investor appetite for tactical tools in fast-moving sectors such as fintech, housing, and space exploration [7]

Core Insights - U.S. stocks experienced an upward trend, with the Dow Jones index increasing by over 250 points on Friday [1] - Carnival PLC reported better-than-expected fourth-quarter adjusted EPS results and provided FY26 adjusted EPS guidance above estimates, leading to a 16.3% increase in its shares to $30.61 [1] Company Performance - NovaBay Pharmaceuticals Inc saw a significant share price increase of 45.1%, reaching $4.28 [2] - Intuitive Machines Inc gained 31.9%, closing at $14.31 after Keybanc initiated coverage with an Overweight rating and a $20 price target [2] - Amicus Therapeutics, Inc. jumped 30.6% to $14.22 following the announcement of its acquisition by BioMarin Pharmaceutical Inc, which gained 20.4% to $62.52, with the acquisition valued at approximately $4.8 billion [2] - CoreWeave Inc surged 19.7% to $81.07 after joining the Department of Energy's Genesis Mission [2] - Firefly Aerospace Inc increased by 18.8% to $23.84 after receiving a Sector Weight rating from Keybanc [2] - Rezolve AI PLC rose 18.6% to $2.61, with a Buy rating and a $10 price target reiterated by HC Wainwright & Co. [2] - Evommune Inc surged 15.8% to $17.38 [2] - Edgewise Therapeutics Inc gained 13.7% to $24.05 [2] - Centrus Energy Corp increased by 13.4% to $260.56 [2] - Applied Digital Corp jumped 12.2% to $26.81 [2] - Bloom Energy Corp rose 11.4% to $89.40 [2] - Planet Labs PBC increased by 11.4% to $19.48 [2] - Mirum Pharmaceuticals Inc saw a 10.7% increase to $77.92 after announcing a $68.5 million private placement agreement [2] - Trump Media & Technology Group Corp surged 10.7% to $16.45 [2] - Rivian Automotive Inc gained 9.6% to $22.24, with an Outperform rating maintained and the price target raised from $16 to $25 by Wedbush [2] - Moderna Inc rose 9.2% to $33.79, with CEPI investing up to $54.3 million to advance its H5 pandemic influenza vaccine candidate [2]

Core Insights - Oracle Corp shares increased by 5.7% to $190.23 in pre-market trading following TikTok's announcement of binding agreements with investors, including Oracle, to establish a new U.S. entity [1] Company Movements - Vision Marine Technologies Inc surged 48.7% to $0.36 after pricing a best-efforts public offering [4] - Inspire Veterinary Partners Inc rose 32.2% to $0.060 after entering a consulting agreement with 622 Capital LLC [4] - Julong Holding Ltd increased by 24.3% to $3.79 [4] - WhiteFiber Inc gained 18.2% to $16.90 after announcing a colocation agreement [4] - Rising Dragon Acquisition shares jumped 17.4% to $12.20 following a Form 8-K filing [4] - Antelope Enterprise Holdings Ltd gained 12.2% to $2.21 after a previous gain of 10% [4] - Linkhome Holdings Inc rose 11.6% to $12.49 after announcing a strategic partnership with Move Inc. [4] - Canopy Growth Corp increased by 8.2% to $1.83 after a decline of 12% on the previous day [4] - Intuitive Machines Inc gained 7.8% to $11.70 after a 6% increase on Thursday [4] Declining Stocks - Zeta Network Group fell 29.4% to $0.72 after a previous jump of over 55% [4] - cbdMD Inc tumbled 19.2% to $1.56 after a 15% dip on Thursday [4] - Aimei Health Technology Co Ltd fell 15.8% to $44.00 after a significant increase of over 100% [4] - VS Media Holdings Ltd declined 13.2% to $0.090 after a 38% increase [4] - SeaStar Medical Holding Corp decreased by 11.8% to $0.26 after announcing a 1-for-10 reverse stock split [4] - Mega Fortune Co Ltd fell 10.7% to $7.87 after a decline of around 33% [4] - Ryvyl Inc dipped 10.7% to $0.21 following a previous decline of around 14% [4] - Nike Inc shares dipped 9.9% to $59.11 despite better-than-expected earnings and sales results, citing a decline in gross margins [4] - BlackBerry Ltd dipped 4.6% to $4.13 following third-quarter results [4] - Strata Critical Medical Inc fell 4.1% to $5.00 [4]

Core Viewpoint - Intuitive Machines Inc (NASDAQ:LUNR) is experiencing significant stock selloff due to issues with its Nova-C lander during a lunar landing attempt, leading to a sharp decline in share price [1][2]. Stock Performance - The stock is down 51.6% year-to-date, extending a previous drop of 20.2%, although it still shows a 70.8% increase year-over-year [2]. - If current losses persist, the stock will close below its 320-day moving average for the first time since August [2]. Market Activity - Intuitive Machines stock is on the short sell restricted (SSR) list due to volatility, with options trading significantly higher than usual, featuring 67,000 calls and 26,000 puts exchanged [3]. - The most popular options include the March 12 call and the weekly 3/7 10-strike call, with new positions being opened [3]. Analyst Ratings - Canaccord Genuity has reduced LUNR's price target from $26 to $22, which still represents a substantial premium compared to current stock levels [4]. - The majority of analysts remain bullish, with five out of seven maintaining a "buy" rating, one a "hold," and one a "sell," while the 12-month consensus price target of $18 indicates over a 100% premium to current levels [4].