Nick at ListingTrack @listingtrack

Logistics – Daily Gainers & Losers (06/02/26) Logistics finished mixed, with truckload and asset‑light contract carriers grinding higher while several LogTech and freight‑forwarding names sold off hard. – Toppoint Holdings (TOPP) rose 7.73% to $2.09 as the Nevada‑based FTL and export‑recycling carrier continued its strong 2026 run, with recent filings showing Q1 revenue up about 8% year over year to roughly $4.1 million and tools flagging the stock up triple‑digits year to date as investors look for leverage to U.S. trucking and containerized waste flows. – Smart Logistics Global (SLGB) gained 6.63% to $0.55, bouncing despite ongoing pressure from a Nasdaq minimum‑bid deficiency notice, with quote services noting the Hong Kong–based B2B contract‑logistics provider for industrial raw‑materials line‑haul still trades near the bottom of its 52‑week range even after today’s move. – Proficient Auto Logistics (PAL) advanced 6.22% to $5.98, while Full Truck Alliance (YMM), Autozi Internet (AZI), Pangaea Logistics (PANL), Aurora Innovation (AUR), Marwynn Holdings (MWYN), Heidmar Maritime (HMR), and Uni‑Fuels (UFG) also ended higher across FTL, LogTech platforms, ocean logistics, autonomous‑freight, integrators, and tanker shipping. On the downside, The GrowHub (TGHL) dropped 33.38% to $0.90 as the Singapore‑based LogTech and agri‑supply platform sold off sharply following its late‑May merger term sheet with EnChem America, with trading dashboards showing heavy volume and a market cap still under $10 million despite the volatility. Jayud Global Logistics (JYD) slid 23.47% to $0.77, CID HoldCo (DAIC) fell 16.08%, and Tianci International (CIIT), Nexera Technologies (NEXR), Freightos (CRGO), Rubico (RUBI), Intercont (NCT), Haoxin Holdings (HXHX), and Arrive AI (ARAI) all declined 6–10%, capping a rough day for freight forwarders, ocean micro‑caps, cold‑chain operators, and data‑driven LogTech names. #Logistics $TOPP $SLGB $PAL $TGHL $JYD $CRGO listingtrack.io/theme/logistics

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Next Gen Defense – Daily Gainers & Losers (06/02/26) Next Gen Defense ended mixed, with AI‑hardware and critical‑materials names pushing higher while autonomous systems, cyber, and AI‑decision platforms mostly traded lower. – Rocket One (RKTO) surged 65.67% to $2.22 as the freshly rebranded AI‑chip and defense‑hardware micro‑cap squeezed higher again on heavy volume, with data showing its new RKTO ticker riding momentum from a pivot into radiation‑tolerant AI processors, exclusive rights to next‑gen spintronic designs, and growing positioning as an enabling chip supplier for autonomy, missiles, and space‑based defense workloads. – The Elmet Group (ELMT) climbed 16.57% to $22.09, extending its post‑IPO run after a strong Q1 2026 print showed roughly 21% revenue growth, record ADG‑driven backlog above $113 million, wider margins, and rising demand for its critical materials and high‑energy components across aerospace, defense, and nuclear programs. – Quantum Cyber (QUCY) gained 9.87% to $2.45 as traders leaned back into the autonomous‑defense and cyber name following a series of May updates, including the launch of Quantum Drones Corporation and plans for a U.S. manufacturing complex to scale combat‑ready drone, counter‑UAS, and autonomous‑vehicle systems for federal and commercial customers. On the downside, AEVEX Corp. (AVEX) fell 15.98% to $32.44, Nexera Technologies (NEXR) dropped 10.45% to $1.20, and HawkEye 360 (HAWK), Exyn (EXYN), Netskope (NTSK), Palantir (PLTR), Booz Allen Hamilton (BAH), Safe Pro Group (SPAI), Amentum (AMTM), and Boeing (BA) all slid 3–7%, marking a risk‑off day for autonomous systems, cyber platforms, AI decision‑support, and legacy primes even as a handful of AI‑centric and critical‑supply‑chain names within the theme continued to attract capital. #NextGenDefense $RKTO $ELMT $QUCY $PLTR $BAH $BA listingtrack.io/theme/next-gen…

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New Space – Daily Gainers & Losers (06/02/26) New Space was mixed, with a brutal flush in space‑tourism and in‑orbit names while a handful of satellite and AI‑space plays pushed higher. – Rocket One (RKTO) surged 65.67% to $2.22 as the AI‑chip and space‑computing micro‑cap ripped on heavy volume, with filings and coverage highlighting its recent rebrand, pivot toward orbital‑economy AI hardware, and a new nanomagnetic‑AI technical adviser as traders chased speculative exposure. – AST SpaceMobile (ASTS) climbed 11.85% to $118.17, extending its rebound as options activity stayed elevated and bulls focused on its direct‑to‑cell satellite roadmap and recent milestones that keep the company on track to launch dozens of satellites by 2026. – Sidus Space (SIDU) added 10.59% to $4.91, while York Space Systems (YSS), Voyager Technologies (VOYG), Spire Global (SPIR), BlackSky (BKSY), Intuitive Machines (LUNR), Planet Labs (PL), and IonQ (IONQ) all finished green across small‑sat operations, data‑services, lunar exploration, and quantum‑enabled New Space platforms. On the downside, Virgin Galactic (SPCE) cratered 38.96% to $4.59 as the space‑tourism name suffered one of its largest single‑day percentage drops on record, with trading dashboards flagging more than 100 million shares changing hands and headlines citing a sharp reversal after last week’s speculative squeeze. Momentus (MNTS) fell 15.74% to $14.08, Starfighters Space (FJET) dropped 8.95%, and HawkEye 360 (HAWK), RTB Digital (RTB), Firefly Aerospace (FLY), Redwire (RDW), Satellogic (SATL), Rocket Lab (RKLB), and MDA Space (MDA) all slipped between 0.5% and 7%, underscoring continued profit‑taking and volatility across in‑orbit services, RF‑mapping, launch providers, and Earth‑observation names within the theme. #NewSpace $RKTO $ASTS $SIDU $SPCE $FJET $RKLB listingtrack.io/theme/new-space

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Nuclear – Daily Gainers & Losers (06/02/26) Nuclear caught a strong bid in SMR technology and uranium miners, even as several smaller names in mining and construction ticked lower. – The Elmet Group (ELMT) climbed 16.57% to $22.09 as momentum stayed with the newly public critical‑materials and high‑power components supplier following a solid first‑quarter report and strong post‑IPO demand across defense and nuclear‑fuel applications. – KULR Technology Group (KULR) jumped 13.70% to $5.23, extending its rebound as investors focused on its thermal‑management and SMR‑adjacent technology after reporting nearly 100% year‑over‑year revenue growth and highlighting opportunities in energy‑storage, space, and nuclear systems. – Uranium Energy Corp. (UEC) gained 13.61% to $15.44, with traders adding exposure to pure‑play uranium production across its U.S. and Canadian assets as interest in the nuclear fuel cycle stayed elevated. On the downside, Jaguar Uranium (JAGU) slipped 4.07% to $2.12, Eagle Nuclear Energy (NUCL) fell 3.29% to $10.13, and Hadron Energy (HDRN) eased 2.33%, while PTC, Quantum Leap Energy (SKBL), Brookfield Asset Management (BAM), BWX Technologies (BWXT), Lockheed Martin (LMT), FirstEnergy (FE), and RTX Corp. (RTX) all saw milder declines of under 2%, marking a relatively modest pullback in safety‑systems, fuel‑technology, construction, utilities, and defense‑linked nuclear names compared with the strength in SMRs and uranium miners. #Nuclear $ELMT $KULR $UEC $JAGU $NUCL $BWXT listingtrack.io/theme/nuclear

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Core AI – Daily Gainers & Losers (06/02/26) Core AI was sharply split, with AI‑chip and data‑center names ripping higher while a basket of small‑cap software and analytics platforms sold off hard. - Rocket One (RKTO) soared 65.67% to $2.22 as traders piled into the newly rebranded AI‑chip micro‑cap on excitement around its pivot to ultra‑low‑power, radiation‑tolerant accelerators and recent inclusion in a major AI developer program for next‑gen semiconductor modeling. - VIDA Global (VIDA) jumped 53.46% to $5.54 on heavy volume, as investors hunted for high‑beta exposure to general AI application platforms and speculative small‑cap infrastructure plays tied to rising enterprise AI adoption. - Marvell Technology (MRVL) ripped 32.52% to $290.79 after high‑profile praise of its data‑center networking roadmap and expectations that its latest Teralynx switch silicon will sit at the heart of future AI‑training clusters. On the downside, Wellchange Holdings (WCT) dropped 24.59% to $0.92, extending a choppy stretch for its small‑cap enterprise‑AI software story despite plans for an AI bookkeeping and bank‑statement‑intelligence platform. Amaze Holdings (AMZE) sank 17.32% to $0.16, AEVEX (AVEX) fell 15.98% to $32.44, and Braiin (BRAI), Yuanyu Enterprise (YYAI), Xiao‑I (AIXI), Sionna Therapeutics (SION), Nexera Technologies (NEXR), AIOS Tech (AIOS), and Carlsmed (CARL) all slid 8–16%, capping a bruising session for small‑cap AI software, analytics, and healthcare‑AI names within the theme. #CoreAI $RKTO $VIDA $MRVL $WCT $NEXR $HPE listingtrack.io/theme/core-ai

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Next Gen Defense – Daily Gainers & Losers (06/01/26) Next Gen Defense finished mixed, with Elmet Group and Axon catching strong bids while Rocket Lab and defense‑space names saw heavy profit‑taking. – The Elmet Group (ELMT) jumped 24.02% to $18.95 as buyers reacted to its first full quarter as a public company, with quote pages confirming today’s move and recent earnings highlighting accelerating demand from aerospace, defense, and government programs plus record backlogs following an upsized April IPO. – Axon Enterprise (AXON) gained 6.28% to $476.88, extending its rebound as investors leaned into its leadership in non‑lethal systems and airspace‑security and anti‑drone solutions, with prior sessions already showing the stock consistently outperforming broader indices on strong trading days and supported by a long‑standing buy‑rated analyst backdrop. – Booz Allen Hamilton (BAH) climbed 6.15% to $84.05, while Netskope (NTSK), Amentum (AMTM), AIRO Group (AIRO), Palantir (PLTR), SailPoint (SAIL), Safe Pro Group (SPAI), and BT Brands (BTBD) also closed higher across legacy consulting, cyber defense, drones and UAVs, and AI decision‑support platforms. On the downside, Rocket Lab (RKLB) dropped 14.70% to $122.39 as part of a wider “space and defense‑tech” shakeout, with news services noting that the stock—up nearly 80% year to date and backed by an $816 million U.S. missile‑defense satellite contract—has become a focal point for profit‑taking as investors reassess stretched valuations after a red‑hot spring run. Quantum Cyber (QUCY) slid 12.89% to $2.23, BlackSky (BKSY) fell 12.56%, and Merlin (MRLN), York Space Systems (YSS), Rocket One (RKTO), Karman Holdings (KRMN), Rank One Computing (ROC), Northrop Grumman (NOC), and HawkEye 360 (HAWK) all finished lower, capping a risk‑off session for cyber, advanced sensing, and defense‑space technologies within the theme. #NextGenDefense $ELMT $AXON $PLTR $RKLB $NOC $HAWK listingtrack.io/theme/next-gen…

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New Space – Daily Gainers & Losers (06/01/26) New Space sold off broadly again, but Starfighters Space and Virgin Galactic continued to squeeze higher while AST SpaceMobile, Rocket Lab, and Redwire led a sharp reversal in satellite and launch names. – Starfighters Space (FJET) surged 27.35% to $9.50 as momentum traders kept piling into the newly listed launch and hypersonic‑test player, with company and quote pages flagging a market cap around $330 million, intraday trading in roughly the $7–10 range, and ongoing buzz around its $17.5 million STARLAUNCH investment and first 10‑Q since listing on NYSE American in late 2025. – Virgin Galactic (SPCE) jumped 21.68% to $7.52, extending last week’s rip as space‑tourism bulls leaned into improving test cadence and speculation about 2026 commercial flights, with live‑quote services now showing the stock up more than 100% off its early‑May lows and trading with elevated volume and options activity. RTB Digital (RTB) added 0.23% to $4.37, while Momentus (MNTS) slipped a modest 0.83% in in‑orbit services. On the downside, AST SpaceMobile (ASTS) dropped 6.84% to $105.65 as satellite‑to‑phone traders took more profits after a massive multi‑month run that has pushed valuation metrics far above sector averages, with analytics sites still showing the stock trading at lofty price‑to‑book and sales multiples versus broader tech peers. Redwire (RDW) fell 15.83% to $20.68, Rocket Lab (RKLB) slid 14.70% to $122.39, and Intuitive Machines (LUNR), BlackSky (BKSY), Spire Global (SPIR), Sidus Space (SIDU), Planet Labs (PL), Satellogic (SATL), York Space Systems (YSS), and Rocket One (RKTO) all finished deeply red, marking another heavy‑volume risk‑off day across space‑tech development, launch services, and Earth‑observation platforms. #NewSpace $FJET $SPCE $ASTS $RKLB $LUNR $PL listingtrack.io/theme/new-space

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Nuclear – Daily Gainers & Losers (06/01/26) Nuclear traded mixed, with Elmet Group and PTC leading a broad move in SMR technology and fuel names while Constellation Energy and large utilities weighed on the theme. – The Elmet Group (ELMT) jumped 24.02% to $18.95 as investors reacted to its first full earnings print as a public company, with recent filings and releases highlighting an upsized April IPO at $14, Q1 2026 revenue growth, and margin expansion driven by high‑power microwave components and critical materials used across defense and nuclear‑energy applications. – PTC gained 4.58% to $145.08, supported by its role in nuclear safety and control systems, while Terrestrial Energy (IMSR) rose 3.94% to $9.49 as traders continued to price in progress around its DOE TEFLA fuel‑salt pilot and 2026 milestones for its Generation IV IMSR SMR platform. Eagle Nuclear Energy (NUCL), Centrus Energy (LEU), Terra Innovatum Global (NKLR), ASP Isotopes (ASPI), Nano Nuclear Energy (NNE), NuScale Power (SMR), and Fluor (FLR) also finished higher across fuel‑cycle technology, uranium processing, SMR developers, and construction services. On the downside, Constellation Energy (CEG) fell 7.66% to $265.70, extending a pullback that has already left the stock down high single digits over the past week as investors reassess premium valuations for nuclear‑heavy utilities following an underwhelming analyst‑day update and mixed sentiment around new data‑center power deals. Quantum Leap Energy (SKBL) slid 4.37% to $3.28, and NextEra Energy (NEE), BWX Technologies (BWXT), KULR Technology (KULR), Entergy (ETR), Curtiss‑Wright (CW), Dominion Energy (D), Vistra (VST), and Quanta Services (PWR) all closed lower, rounding out a weaker session for utilities, SMR hardware, and nuclear construction and services. #Nuclear $ELMT $IMSR $LEU $SMR $CEG $BWXT listingtrack.io/theme/nuclear

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New Space – Weekly Gainers & Losers (05/25/26 - 05/29/26) New Space ripped higher this week with in‑orbit services, space tourism and specialty launch names leading a broad rally across the theme. Momentus and Virgin Galactic posted triple‑digit and high‑double‑digit weekly gains, reflecting aggressive risk‑on flows into in‑orbit services and consumer‑facing space exposure. Redwire and Starfighters Space also moved sharply higher, extending strength in space technology development and smaller‑scale launch capacity. Satellite and Earth‑observation names including Voyager, IonQ and Planet Labs participated, rounding out a week where almost every part of the stack saw upside. On the downside, pullbacks were modest and mostly limited to a handful of Earth‑observation and launch names, with RTB Digital and Satellogic among the few laggards as some earlier winners consolidated. – Momentus Inc. (MNTS) gained 126.0% this week to $16.85 (168M), an in‑orbit services provider, as traders piled into orbital logistics and transport exposure. – Virgin Galactic Holdings (SPCE) rose 124.0% to $6.18 (622M), a space tourism company, with speculative interest returning to higher‑beta consumer space plays. – Redwire Corporation (RDW) advanced 60.07% to $24.57 (4.89B), a space technology development name, benefitting from renewed focus on infrastructure and components that support multiple missions. – Starfighters Space, Inc. (FJET) climbed 44.85% to $7.46 (330M), a New Space launch services provider, as smaller‑scale launch capacity remained in demand. On the downside, Earth‑observation and select launch names lagged. RTB Digital, Inc. (RTB) fell 3.00% to $4.36 (5.59M), an Earth‑observation play, giving back a portion of recent strength. Satellogic Inc. (SATL) slipped 1.35% to $9.51 (1.41B), while broader satellite and launch peers largely finished the week higher, underscoring how limited the downside was within the theme. #MNTS #SPCE #RDW #FJET #VOYG #IONQ #PL #SPIR #SIDU #ASTS #RTB #SATL #FLY #BKSY #MDA #HAWK #RKLB #LUNR #YSS #NewSpace listingtrack.io/theme/hub

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ListingTrack Weekly Theme Recap (Week Ending 05/29/26) New Space and Nuclear both posted strong weeks, with investors leaning into higher‑beta, next‑generation parts of each stack. In New Space, in‑orbit services, space tourism and specialty launch led an aggressive risk‑on move, while only a few satellite and Earth‑observation names pulled back. In Nuclear, flows favored focused uranium and SMR developers, with some de‑risking in larger, diversified SMR and integrated technology platforms after prior strength. New Space (05/25/26–05/29/26) Top gainer: Momentus (MNTS) +126.0% to $16.85 ($168M), an in‑orbit services provider, as traders piled into orbital logistics and transport exposure during a broad risk‑on rally across the theme. Top loser: RTB Digital (RTB) –3.0% to $4.36 ($5.59M), an Earth‑observation play, giving back a portion of recent strength even as most satellite and launch peers finished the week higher. Nuclear (05/25/26–05/29/26) Top gainer: ASP Isotopes (ASPI) +50.5% to $7.78 ($980M), a uranium‑linked, enriched‑isotope and processing name, as traders added exposure to higher‑beta uranium and SMR‑adjacent supply plays. Top loser: Eagle Nuclear Energy (NUCL) –10.4% to $10.08 ($298M), a diversified nuclear and SMR‑linked uranium platform, giving back part of its recent rally as investors trimmed exposure to larger, integrated SMR complexes in favor of more focused uranium and technology names. Big picture: Strength clustered in high‑beta in‑orbit services and uranium/SMR developers (MNTS, ASPI), while weakness was led by a small Earth‑observation pullback and profit‑taking in diversified SMR platforms (RTB, NUCL) as flows continued to prioritize next‑gen space infrastructure and targeted nuclear exposure over mature, capital‑intensive operators. Track what matters at ListingTrack.io

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Nuclear – Weekly Gainers & Losers (05/25/26 - 05/29/26) Nuclear posted a strong week led by uranium mining and SMR developers, while larger diversified SMR platforms and integrated technology players slipped. ASP Isotopes and Jaguar Uranium drove the upside in higher‑beta uranium exposure, supported by solid moves from Terrestrial Energy and Nano Nuclear in SMR technology. NuScale Power also advanced, helping extend recent momentum around next‑generation reactors, and safety‑systems suppliers such as Ampco‑Pittsburgh and Graham Corporation participated as investment rotated into equipment and engineering names. In contrast, Eagle Nuclear Energy, GE Vernova and X‑Energy traded lower, signaling some de‑risking in diversified SMR platforms and large‑cap nuclear technology complexes after prior strength. Drivers varied across the week, but flows clearly favored focused uranium and SMR names over larger integrated nuclear platforms and utilities. – ASP Isotopes Inc. (ASPI) gained 50.48% this week to $7.78 (980M), a uranium mining and processing name, as traders added exposure to enriched‑isotope and uranium supply plays. – Terrestrial Energy Inc. (IMSR) rose 31.75% to $9.13 (967M), a nuclear technology SMR developer, benefitting from renewed interest in advanced reactor designs. – KULR Technology Group (KULR) advanced 22.74% to $4.78 (221M), a nuclear technology SMR and thermal‑management company, as investors looked for enabling technologies tied to next‑gen nuclear systems. – Quantum X Labs Inc. (QXL) climbed 19.27% to $4.89 (65.21M), a specialized software and solutions provider for nuclear and advanced‑tech applications, participating in the broader SMR‑and‑innovation bid. On the downside, diversified SMR and large integrated technology platforms underperformed. Eagle Nuclear Energy Co. (NUCL) fell 10.40% to $10.08 (298M), a nuclear and SMR‑linked uranium platform, giving back part of its recent rally. GE Vernova Inc. (GEV) declined 7.23% to $968.32 (260.21B), a large nuclear technology, SMR and fuel‑technology operator, while X‑Energy, Inc. (XE) slipped 7.21% to $26.91 (10.67B) as investors trimmed exposure to capital‑intensive SMR projects after strong prior performance. #ASPI #IMSR #KULR #QXL #NNE #SMR #AP #JAGU #GHM #TLN #NUCL #PTC #GEV #XE #BWXT #NEE #ETR #D #DUK #SO #NUCLear listingtrack.io/theme/hub

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Next Gen Defense – Daily Gainers & Losers (05/29/26) Next Gen Defense ended mixed as Nexera Technologies, SailPoint, and Palantir climbed, while Quantum Cyber and Karman Holdings came under pressure after parabolic moves. – Nexera Technologies (NEXR) gained 17.24% to $1.36 as traders circled back to the AI‑driven security platform, with data showing unusually heavy volume near 59 million shares against a roughly 1.3‑million average and intraday trading between about $1.47 and $3.27 as the market continued to reprice its Gulf‑region fuel‑tank protection win and broader perimeter‑defense pipeline. – SailPoint (SAIL) rose 13.78% to $18.83 as the identity‑security and cyber‑defense name extended its rebound, while Safe Pro Group (SPAI) added 13.68% to $6.15 across drones and multi‑domain defense‑solutions. Palantir (PLTR) climbed 9.21% to $156.54 as investors leaned into its AI‑driven decision‑support role, with prior headlines highlighting a $795 million U.S. Army Maven contract modification and expectations that the Pentagon’s growing AI budget could funnel more work its way. Netskope (NTSK), HawkEye 360 (HAWK), IonQ (IONQ), Axon (AXON), York Space Systems (YSS), and Rank One Computing (ROC) also finished higher across cyber defense, RF‑sensing, quantum software, non‑lethal systems, and advanced sensing. On the downside, Quantum Cyber (QUCY) fell 14.09% to $2.56, leading losers as the cyber‑defense micro‑cap continued to unwind an extreme mid‑May rally that had seen the stock run from below $0.40 to nearly $4–5 after pivoting into autonomous defense and announcing new IP licensing and funding, with trading dashboards now flagging a market cap near $58 million and price action consolidating in the $2.25–2.75 zone after several days of profit‑taking. Karman Holdings (KRMN) dropped 12.69% to $57.50, while BlackSky (BKSY), The Elmet Group (ELMT), Aevex (AVEX), Merlin (MRLN), Voyager Technologies (VOYG), Huntington Ingalls (HII), AeroVironment (AVAV), and Rocket Lab (RKLB) all finished lower, rounding out a softer session for defense‑space platforms, autonomous systems, and legacy shipbuilders within the theme. #NextGenDefense $NEXR $SAIL $SPAI $PLTR $QUCY $AXON listingtrack.io/theme/next-gen…

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New Space – Daily Gainers & Losers (05/29/26) New Space traded lower overall, but Virgin Galactic and Starfighters Space pushed higher as AST SpaceMobile and Momentus slid on profit‑taking after big runs. – Virgin Galactic (SPCE) jumped 36.42% to $6.18 as traders piled into the space‑tourism name on renewed optimism around its 2026 commercial flight roadmap, with recent coverage noting the stock has ripped from the low‑$2s to above $5 on testing momentum and buy‑rated analyst commentary, leaving shares up roughly 90% over the past month and 40% year to date. – Starfighters Space (FJET) gained 9.06% to $7.46 as the Kennedy Space Center–based company continued to benefit from its recent $17.5 million private placement, with filings showing it will issue about 5.2 million new shares at $3.35 to fund F‑104 flight operations and R&D even as the stock now trades more than 40% above where it started the year. – HawkEye 360 (HAWK) rose 3.25% to $33.01, while IonQ (IONQ), York Space Systems (YSS), and Planet Labs (PL) saw smaller moves across RF‑mapping, quantum‑enabled New Space, and Earth‑observation platforms. On the downside, AST SpaceMobile (ASTS) fell 14.79% to $113.41 as the satellite‑to‑phone operator pulled back sharply after an enormous run from roughly $66 in mid‑April to recent highs above $130, with tools showing today’s range around $105–115, volume above 40 million shares, and analyst notes pointing out the stock is now trading well above most 12‑month price targets despite a still‑neutral rating backdrop. Momentus (MNTS) slid 13.14% to $16.85 after its own recent spike, and MDA Space (MDA), RTB Digital (RTB), BlackSky (BKSY), Firefly Aerospace (FLY), Spire Global (SPIR), Sidus Space (SIDU), Redwire (RDW), and Voyager Technologies (VOYG) also traded lower across in‑orbit services, launch, and Earth‑observation names. #NewSpace $SPCE $FJET $ASTS $MNTS $HAWK $RKLB listingtrack.io/theme/new-space

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Nuclear – Daily Gainers & Losers (05/29/26) Nuclear ended mixed as Terrestrial Energy led SMR names higher, while Quantum X Labs and Eagle Nuclear eased after recent runs. – Terrestrial Energy (IMSR) gained 11.89% to $9.13 after another strong session for its Integral Molten Salt Reactor story, with trading data showing shares moving in a $7.62–9.17 intraday range, volume around 3.7 million versus a 3.3‑million average, and recent updates highlighting progress on DOE fuel‑salt projects, NRC safety milestones, and Q1 2026 execution across its three‑pillar roadmap. – Jaguar Uranium (JAGU) rose 7.25% to $2.22 as the junior miner bounced again, with quote services flagging a 5‑day gain above 7% and Q1 results confirming it remains pre‑revenue but highly leveraged to uranium prices and exploration success. – Mirion Technologies (MIR) added 6.90% to $18.28, while NuScale Power (SMR), Cameco (CCJ), Uranium Energy (UEC), Talen Energy (TLN), Terra Innovatum (NKLR), Nano Nuclear Energy (NNE), and Boss Energy (BOE) also finished higher across safety systems, SMR developers, uranium miners, and nuclear‑heavy utilities. On the downside, Quantum X Labs (QXL) fell 5.78% to $4.89 as the quantum‑computing and specialized‑AI name—whose Nuclear Quantum unit targets nuclear‑simulation workloads—pulled back after launching a new 50‑plus‑qubit neutral‑atom platform, with market pages noting the stock traded between $4.56 and $5.50 today, closed about 14–15% below its intraday high, and remains up more than 200% year to date despite the dip. The Elmet Group (ELMT) slipped 5.68% to $15.28, Eagle Nuclear Energy (NUCL) dropped 5.00% to $10.08, and GE Vernova (GEV), Fluor (FLR), Quanta Services (PWR), Atlas Critical Minerals (ATCX), X‑Energy (XE), Enpro Industries (NPO), and Quantum Leap Energy (SKBL) all eased 2–3% across SMR technology, construction and services, uranium processing, and fuel technology. #Nuclear $IMSR $JAGU $MIR $QXL $NUCL $CCJ listingtrack.io/theme/nuclear

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Core AI – Daily Gainers & Losers (05/29/26) Core AI ripped higher as Dell’s blow‑out AI server quarter and data‑center optimism lifted the whole stack, even as AI‑chip maker Ambarella and smaller software names stumbled on profit‑taking. – Dell Technologies (DELL) jumped 32.76% to $420.91 after posting its strongest revenue growth since returning to public markets, with Q1 sales up about 88% year over year and AI‑server revenue soaring roughly 757%, driving its best trading day on record as Wall Street boosted full‑year forecasts and price targets toward the mid‑$500s. – TSS, Inc. (TSSI) gained 21.71% to $16.48 as investors continued to re‑rate the AI‑rack integration and data‑center specialist following strong 2025 results, with research noting a 30‑day share‑price run above 30%, a three‑year total return that is “extremely large,” and a fair‑value estimate around $15 versus earlier trading near $12 as AI‑HPC build‑outs accelerate. – Our Bond (OBAI) rose 18.15% to $0.52 and Nexera Technologies (NEXR) added 17.24% to $1.36, rounding out the top gainers as Forgent Power Solutions (FPS), SailPoint (SAIL), Decoy Therapeutics (DCOY), IBM (IBM), VenHub (VHUB), and Hewlett Packard Enterprise (HPE) all advanced across enterprise AI software, healthcare AI, development tools, and server hardware. On the downside, Ambarella (AMBA) fell 21.41% to $72.18, leading losers as the edge‑AI chip designer sold off despite slightly beating Q1 revenue estimates and authorizing a $50 million buyback, with quote services showing an intraday drop of about 21–22%, a day range near $71.7–85.9, and commentary highlighting that the stock had recently broken above its upper Bollinger Band and was vulnerable to a reversal. GMEX Robotics (GMEX) slid 16.95% to $1.47, and Triller (ILLR) lost 15.76% to $0.24 as speculative AI‑software names corrected. Xiao‑I (AIXI), Spectral AI (MDAI), VIDA Global (VIDA), Jinxin Technology (NAMI), 20/20 Biolabs (AIDX), WhiteFiber (WYFI), and Aeluma (ALMU) also traded lower across development tools, general AI platforms, enterprise solutions, healthcare AI, and data‑center infrastructure. #CoreAI $DELL $TSSI $IBM $AMBA $MDAI $HPE listingtrack.io/theme/core-ai

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Logistics – Daily Gainers & Losers (05/27/26) Logistics finished mixed as Toppoint Holdings ripped higher on fresh capital and solid Q1 numbers, while Micware, Heidmar Maritime, and other ocean names dragged on the theme. – Toppoint Holdings (TOPP) jumped 45.28% to $1.54 after the FTL trucking and recycling‑supply‑chain specialist announced a $4.15 million private placement alongside Q1 2026 results showing revenue up 8% year over year to $4.1 million, with import and metal verticals delivering strong double‑digit growth and intraday data putting the stock well above its prior close near $1.06 in a $1.06–1.64 range. – Forward Air (FWRD) gained 7.79% to $10.38 as the LTL specialist continued to rebuild after a difficult year, while GXO Logistics (GXO) rose 4.82% to $50.24 on steady demand for 3PL and contract‑logistics solutions. Lineage (LINE) added 3.98% to $43.37, and The GrowHub (TGHL), Universal Logistics (ULH), Americold Realty Trust (COLD), Haoxin Holdings (HXXH), Union Pacific (UNP), and BingEx (FLX) all finished modestly higher across cold‑chain, 3PL, rail, and parcel logistics. On the downside, Micware (MWC) fell 21.82% to $6.02 as the newly listed AI‑enabled enterprise‑software and telematics provider saw sharp profit‑taking after an upsized IPO and a violent rebound session that had previously sent the stock more than 50% higher in after‑hours trading, with trackers still noting a wide one‑year range between roughly $4.70 and $13.95. Heidmar Maritime (HMR) dropped 20.38% to $1.25 as the tanker operator and ocean‑freight name pulled back from recent highs, with quote pages showing a market cap near $87.6 million and intraday prices slipping toward the low‑$1.20s despite analysts maintaining aggressive 12‑month targets around $6 per share. Uni‑Fuels Holdings (UFG) slid 12.99% to $0.73, while Callan JMB (CJMB) and Intercont (NCT) lost 9.58% and 9.26% respectively; Nexera Technologies (NEXR), Rubico (RUBI), Kodiak AI (KDK), Freightos (CRGO), and Samsara (IOT) also finished lower across data platforms, ocean logistics, autonomous‑vehicle logtech, digital freight, and fleet‑telematics. #Logistics $TOPP $FWRD $GXO $MWC $HMR $CRGO listingtrack.io/theme/logistics

Nuclear – Daily Gainers & Losers (05/27/26) Nuclear finished broadly lower as uranium and SMR names like Jaguar Uranium and Eagle Nuclear slid, while Quantum X Labs and KULR Technology provided some upside on the day. – Quantum X Labs (QXL) gained 10.60% to $4.59 as investors continued to rotate into the newly rebranded quantum‑tech and specialized‑AI name, which is building software tools for advanced engineering and nuclear‑related simulation. – KULR Technology (KULR) added 6.55% to $4.72, extending its rebound in SMR‑focused thermal‑management solutions, while Quantum Leap Energy (SKBL) rose 5.33% to $3.16 on renewed interest in its nuclear‑fuel technology. – Aecon (ARE) climbed 3.01% to $49.93, with Ampco‑Pittsburgh (AP), Fluor (FLR), Boss Energy (BOE), Exelon (EXC), Duke Energy (DUK), and FirstEnergy (FE) all posting smaller gains across nuclear construction, safety systems, and power‑generation utilities. On the downside, Jaguar Uranium (JAGU) fell 9.09% to $2.00, leading the losers as the junior uranium miner continued to sell off from earlier speculative highs. – Eagle Nuclear Energy (NUCL) dropped 8.49% to $10.13 as volatility persisted in the SMR and uranium‑development name, while X‑Energy (XE) slid 7.18% to $27.54 and Nano Nuclear Energy (NNE) declined 5.88% to $27.36, weighing on the SMR complex. – Mirion Technologies (MIR), Constellation Energy (CEG), ASP Isotopes (ASPI), GE Vernova (GEV), Vistra (VST), and BWX Technologies (BWXT) also closed lower, rounding out a weak session for nuclear‑exposed safety, fuel, and utility names. #Nuclear $QXL $KULR $SKBL $JAGU $NUCL $NNE listingtrack.io/theme/nuclear

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New Space – Daily Gainers & Losers (05/27/26) New Space stayed volatile as in‑orbit services name Momentus and lunar‑exploration player Intuitive Machines ripped higher again, while Satellogic and HawkEye 360 slipped after recent strength. – Momentus (MNTS) jumped 25.97% to $19.50 as traders chased the in‑orbit services provider following news it may offer and sell up to $200 million in securities and fresh speculation around its balance‑sheet reset, with intraday data showing a move from a prior close near $15.48, a day range roughly between the high‑teens and mid‑20s, and recent stats flagging a year‑to‑date return above 280% on the back of multiple sharp rallies. – Intuitive Machines (LUNR) gained 15.72% to $40.34 as the lunar‑lander company extended a multi‑day surge, with coverage noting a roughly 17% intraday pop after Cantor Fitzgerald hiked its price target 65% to $43 and highlighted potential upside from an expected NASA Lunar Terrain Vehicle contract that could reach up to $4.6 billion over time. – Redwire (RDW) rose 8.89% to $24.00, rounding out the top three winners as AST SpaceMobile (ASTS), Virgin Galactic (SPCE), Spire Global (SPIR), York Space Systems (YSS), Rocket Lab (RKLB), Voyager Technologies (VOYG), and BlackSky Technology (BKSY) also advanced across satellite services, space‑tourism, and Earth‑observation plays. On the downside, Satellogic (SATL) fell 9.03% to $9.77 as the Earth‑observation operator cooled after a massive month‑long run, with quote pages showing recent prices oscillating around the low‑$10 area, a day range near $9.75–12.00, and technical screens still flagging the stock as a high‑volatility “strong sell” in the very short term after a 69% 30‑day gain. HawkEye 360 (HAWK) slipped 3.02% to $31.48, while Firefly Aerospace (FLY) and Sidus Space (SIDU) dropped 2.60% and 1.85% respectively, and RTB Digital (RTB) ticked down 0.27%, rounding out the main decliners as IonQ (IONQ), Starfighters Space (FJET), MDA Space (MDA), Planet Labs (PL), and a second BlackSky (BKSY line) managed modest gains. #NewSpace $MNTS $LUNR $RDW $SATL $RKLB $ASTS listingtrack.io/theme/new-space

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Next Gen Defense – Daily Gainers & Losers (05/27/26) Next Gen Defense edged higher as Aevex and Merlin led gains in autonomous systems and space‑defense tech, while Quantum Cyber and Netskope weighed on cyber‑defense names. – Aevex Corp (AVEX) climbed 6.85% to $30.87 as the newly public drone and autonomous‑systems contractor continued to trade firmly above its $20 IPO price, with quotes showing the stock up $1.98 on the day and after‑hours prints nudging higher as investors lean into its airborne‑intelligence growth story and multi‑billion‑dollar UAS addressable market. – Merlin (MRLN) gained 6.67% to $8.00 after renewed interest in its AI‑powered autonomous‑flight software, with profiles highlighting its Merlin Pilot system for crewed and uncrewed aircraft and recent commentary noting strong trading volume and upbeat sentiment despite the stock still sitting well below its April high near $17. – York Space Systems (YSS) rose 5.82% to $35.11, rounding out the top three winners as Rocket Lab (RKLB), Karman Holdings (KRMN), Voyager Technologies (VOYG), BlackSky Technology (BKSY), AIRO Group (AIRO), IonQ (IONQ), and Boeing (BA) also advanced across defense‑space platforms, ISR, drones, quantum computing, and legacy aerospace primes. On the downside, Quantum Cyber (QUCY) dropped 15.56% to $2.93, leading losers as the cyber‑defense micro‑cap continued to unwind a parabolic rally that had taken shares up more than 700% in days, with recent coverage stressing how stretched the chart looked after trading over 260% above its 20‑day moving average and deep in overbought RSI territory. Netskope (NTSK) fell 8.17% to $11.13 and Nexera Technologies (NEXR) slid 7.56% to $1.10, while Exyn Technologies (EXYN) lost 7.44% to $5.10 across cyber and autonomous‑systems names. HawkEye 360 (HAWK), Palantir (PLTR), BWX Technologies (BWXT), SailPoint (SAIL), Rank One Computing (ROC), and L3Harris (LHX) also finished lower, rounding out a soft day for cyber‑defense, sensing, and legacy contractors within the theme. #NextGenDefense $AVEX $MRLN $YSS $QUCY $RKLB $PLTR listingtrack.io/theme/next-gen…

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