Group 1: Robinhood Markets Inc. - Robinhood's stock fell 7.80% to close at $110.34, with an intraday high of $119.88 and a low of $110.13, while in after-hours trading, it rose 1.6% to $112.15 [1] - CEO Vlad Tenev urged the U.S. to lead on cryptocurrency policy, highlighting regulatory gridlock that has hindered features like staking and tokenized stocks [2] - Robinhood shares slipped 0.47% in regular trading and fell another 0.98% after hours as the Senate Banking Committee delayed action on crypto market structure legislation [3] Group 2: Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC) - TSMC's stock rose 4.43% to end at $341.64, reaching an intraday high of $351.33 and a low of $337.92 [4] - TSMC reported revenue of $33.73 billion, up 20.5% year over year, and net income of $16.31 billion, with margins expanding due to higher utilization and lower costs [5] - The company guided for roughly 30% revenue growth in 2026 and outlined up to $56 billion in capital spending focused on advanced technologies [6] Group 3: Reddit - Reddit shares dropped 9.26% to $228.75, with a high of $251 and a low of $225.25, as RBC Capital cited weaker outlook compared to larger platforms like Google and Meta [6][7] - RBC noted uneven ad performance and rising competition, with some brands opting for organic engagement instead of paid ads [7] - Wells Fargo raised its price target to $207, citing strong execution and AI-powered search improvements as key growth drivers for 2026 [8] Group 4: ImmunityBio - ImmunityBio shares surged 30.79% to close at $3.95, with a high of $3.99 and a low of $3.07, and in after-hours trading, the stock shot up 20.76% to $4.77 [8] - The company reported a sharp acceleration in Anktiva sales, with preliminary 2025 net product revenue reaching about $113 million, up roughly 700% year over year [9] - Fourth-quarter revenue climbed to $38.3 million, reflecting continued adoption of its FDA-approved bladder cancer immunotherapy [10] Group 5: AST SpaceMobile Inc. - AST SpaceMobile climbed 6.33% to $101.25, with an intraday high of $104.8 and a low of $92.05, extending a rally that has lifted the stock about 370% over the past year [11] - The stock's surge followed the successful launch of its BlueBird 6 satellite and growing optimism around its direct-to-smartphone connectivity model [12]

Core Viewpoint - AST SpaceMobile Inc has experienced a significant stock rally, increasing approximately 370% over the past year, driven by a successful satellite launch, an aggressive deployment strategy, and favorable U.S. policies for commercial space firms [1][6]. Group 1: Company Developments - The successful orbital launch of the BlueBird 6 spacecraft marks a milestone as the largest commercial communications array deployed in low Earth orbit [2]. - The BlueBird 6 satellite features a nearly 2,400-square-foot array capable of delivering peak data rates of up to 120 Mbps directly to standard smartphones, facilitating the transition to global space-based cellular broadband [3]. - AST SpaceMobile operates nearly 500,000 square feet of manufacturing and operations space in Midland, Texas, and has partnerships with over 50 mobile network operators globally [4]. Group 2: Market Position and Strategy - AST SpaceMobile is developing a space-based cellular broadband network that connects directly to everyday 4G and 5G smartphones without requiring hardware changes, aiming to extend coverage to remote areas and enhance existing network resilience [5]. - The company is positioned to capitalize on a massive addressable market, leveraging early technical advantages and high-profile partnerships with carriers like AT&T and Verizon [6]. Group 3: Stock Performance and Analyst Insights - The stock is currently trading 23% above its 20-day simple moving average and 52.7% above its 100-day simple moving average, indicating strong momentum [7]. - Analysts have mixed views ahead of the upcoming earnings report, with the stock carrying a Hold Rating and an average price target of $61.08 [10]. - Recent earnings estimates suggest a loss of 19 cents per share, with revenue expected to reach $39.03 million, a significant increase from $1.92 million year-over-year [11].