cornice Urban Society & Economy
Market Watch · by Blackwater ← Research
ADI$383.23▲ 2.00%AI$10.87▲ 3.72%AMAT$464.49▲ 4.48%AMD$615.69▲ 9.98%ANET$205.70▲ 3.16%MPWR$1,278.67▲ 5.00%NVDA$227.34▲ 2.28%ON$71.69▲ 2.44%PLTR$183.07▲ 3.06%SMCI$41.19▲ 5.37%TSM$444.94▲ 2.36%ACM$62.98▲ 1.60%J$143.68▲ 0.20%OTIS$66.67▼ -2.71%CARR$54.55▲ 1.24%JCI$145.20▲ 1.34%TT$433.30▲ 0.98%ETH-USD$2,764.40▲ 4.59%QNT$51.13▼ -0.87%DLR$186.45▲ 2.38%EQIX$1,057.36▲ 3.53%ETN$435.31▲ 2.48%AEP$120.04▲ 0.03%CMI$534.50▲ 0.43%CVX$203.63▼ -2.81%D$62.82▼ -1.20%DUK$116.74▼ -0.67%ENPH$34.76▲ 0.35%EOG$141.41▼ -1.96%ETR$101.57▼ -0.43%GEV$947.36▲ 0.75%GNRC$204.88▼ -1.23%KMI$31.75▼ -0.30%LNG$275.29▲ 2.59%NEE$79.63▼ -1.05%NRG$103.12▼ -0.52%OXY$57.23▼ -2.74%SO$85.43▼ -0.11%VST$140.75▲ 0.06%XOM$158.29▼ -3.21%ISRG$401.81▲ 2.16%DIA$519.86▲ 0.77%QQQ$741.40▲ 2.77%GE$319.31▲ 1.60%ASML$1,713.08▲ 1.97%LRCX$302.25▲ 4.91%MU$1,043.42▲ 2.72%SIMO$268.75▼ -1.23%SNDK$1,766.34▼ -1.42%AA$44.71▲ 0.63%AEM$197.54▼ -0.98%AG$19.33▼ -2.60%ALB$112.94▲ 1.83%B$42.69▼ -1.48%CLF$12.05▼ -3.64%FCX$72.15▲ 0.85%FNV$261.78▼ -1.56%LAC$2.97▲ 3.67%MP$50.05▲ 5.90%NEM$123.10▼ -0.26%NUE$242.41▼ -2.40%PAAS$48.78▼ -2.43%SCCO$198.11▲ 1.23%SQM$69.56▲ 2.72%TECK$66.74▲ 1.86%BWXT$147.32▼ -0.14%CCJ$93.28▲ 1.81%CEG$262.17▲ 2.93%OKLO$40.15▲ 5.66%SMR$8.79▲ 6.29%URA$42.98▲ 3.18%ABBV$264.72▲ 0.29%ALAB$340.75▲ 12.37%BLK$1,090.25▲ 1.91%BMNR$28.23▲ 8.62%BSX$43.80▲ 1.05%CL$86.18▼ -1.47%CLSK$14.79▲ 2.18%DRAM$61.59▲ 3.31%EMEQ$67.94▲ 4.49%FIX$1,630.47▼ -1.27%GS$959.86▲ 1.90%LII$363.50▲ 1.19%LULU$101.02▲ 3.01%MARA$13.31▲ 0.53%MRK$149.57▲ 1.84%MSTR$168.33▲ 9.36%NKE$36.13▲ 1.73%PG$146.09▼ -0.20%PH$957.95▲ 1.53%RB$46.95▲ 0.39%RIOT$24.17▲ 1.75%SJM$119.78▼ -2.58%STRL$512.23▼ -1.24%UPS$94.76▼ -4.34%UPXI$1.27▲ 6.30%VCX$30.80▼ -1.94%VRAX$2.31▼ -9.06%XHB$96.95▲ 0.58%XLK$194.85▲ 2.77%BX$126.50▲ 1.23%BXP$64.16▲ 1.57%CBRE$143.16▲ 2.62%HIW$31.09▲ 2.20%JLL$339.50▲ 0.93%KRC$34.58▲ 1.01%PLD$135.81▲ 0.72%SLG$52.89▲ 1.56%TMHC$72.45 —VNO$35.58▲ 1.93%WANT$36.04▲ 3.71%WMT$107.46▲ 0.68%ACHR$5.43▲ 3.14%ALTI$3.11▼ -3.87%ARKVX$60.65▲ 0.23%ARKX$32.87▲ 2.32%ASTS$61.87▲ 5.72%BPTRX$269.09▼ -0.79%DXYZ$30.98▼ -1.05%FNIAX$50.84▲ 0.12%GSAT$83.03▲ 0.23%IRDM$48.23▲ 3.11%JOBY$6.42▲ 4.90%LUNR$15.75▲ 13.11%PL$17.08▲ 3.99%RDW$11.61▲ 8.05%RKLB$69.92▲ 8.29%ROKT$107.54▲ 1.68%SATS$92.03 —SPCE$3.31▲ 7.82%SPCX$151.85▼ -0.56%UFO$44.08▲ 2.00%VSAT$76.46▲ 0.10%DELL$575.17▲ 1.25%NTAP$198.14▲ 0.18%PSTG$72.31▲ 4.28%STX$877.35▲ 2.16%WDC$448.19▲ 1.55%AAOI$108.67▲ 3.33%AAPL$339.26▲ 0.93%AMZN$258.48▲ 1.88%ARM$323.06▲ 17.22%ARQQ$23.64▲ 17.44%AVGO$362.73▲ 1.43%COIN$200.99▲ 3.47%CRDO$187.62▲ 6.67%CRM$236.44▼ -0.62%CRWD$249.32▲ 4.91%CSCO$111.45▲ 1.77%DOCU$68.58▼ -0.71%EXYN$2.63▲ 0.50%GOOGL$354.99▲ 1.56%HOOD$123.30▲ 2.90%HPQ$32.93▼ -4.27%IBKR$93.21▲ 2.77%IBM$231.79▲ 0.97%IGV$107.04▲ 2.57%INTC$121.72▲ 12.08%IONQ$40.49▲ 3.48%KLAC$183.94▲ 3.92%LYFT$15.27▲ 1.09%MDB$407.32▲ 6.19%META$741.03▲ 11.31%MNTN$11.37▲ 0.71%MRVL$257.28▲ 5.33%MSFT$501.45▲ 1.55%ORCL$148.70▲ 0.74%QBTS$17.68▲ 3.33%QCOM$194.17▲ 9.26%QUBT$8.94▲ 2.76%RDDT$158.70▲ 5.20%RGTI$16.55▲ 4.98%SMH$595.98▲ 4.01%SNOW$339.16▲ 2.02%SOXX$559.33▲ 4.93%STM$51.60▲ 2.82%SYM$43.94▲ 4.89%TER$381.31▲ 2.65%TSLA$375.17▲ 2.99%TWLO$266.05▲ 9.11%TXN$270.81▲ 1.56%UBER$70.82▲ 0.45%VENU$1.53▲ 2.68%VRT$250.79▲ 0.56%WEAV$7.33▲ 0.55%BIL$91.57▲ 0.02%GOVT$22.19▲ 0.25%IEF$91.15▲ 0.39%SHV$110.21▲ 0.00%SHY$81.28▲ 0.05%TBT$38.63▼ -1.28%TIP$105.68▲ 0.39%TLH$95.78▲ 0.65%TLT$81.79▲ 0.66%TMF$30.25▲ 2.06%VGLT$52.42▲ 0.67%AVAV$160.86▲ 0.57%BAH$77.36▲ 0.38%GD$353.96▲ 0.26%LDOS$128.39▲ 0.55%LHX$246.88▼ -0.17%LMT$535.29▲ 0.36%NOC$526.35▼ -0.20%RTX$194.36▲ 0.19%
Blackwater
Urbanicity Research

Blackwater’s Market Watch comets · sectors · news

Blackwater Editor Cornice Magazine
Last polled Sep 21 · 9:40 pm ET

Around the editorial desk at Urbanicity, we’ve come to believe that we’re on the path to a new and momentous revolution: one that is being discussed as the 4th Industrial Revolution — the coming of AI and Quantum Computing — something that is unlike any other single event in World History. Unlike any other paradigm shift in agriculture, manufacturing, marketing, computing, or connectivity, this one will have several important effects.

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The 4th Industrial Revolution — 10 Primary domains grouped into 3 macro-buckets. Click a tab above to filter.
PrimarySecondaryRole of the Space-S CometMechanism · Notes
▣ECONOMY (material substrate)
Economy Agriculture Food security, resource acquisition, orbital agriculture technologies Reusable lift + asteroid prospecting lowers the cost-per-kg of bringing rare-earths and ag-inputs down; orbital greenhouses validate closed-loop food systems for terrestrial deserts too.
Environment Climate & Earth SystemsEnables planetary monitoring, climate management, and resource substitution Constellation-scale Earth observation: near-real-time methane/carbon/heat-island data; in-space manufacturing offers substitutes for environmentally costly terrestrial mining.
Transport Logistics & Mobility Drives development of reusable launch systems and interplanetary logistics Booster-recovery economics compress the launch-cost curve; the same engineering propagates back into terrestrial heavy-lift, hyperloop, and high-speed cargo.
Housing Habitat & Shelter Drives innovation in resilient habitats, smart homes, and extraterrestrial settlementsClosed-loop life-support, regolith printing, and inflatable habitat tech feed into modular construction and disaster-resilient housing on Earth.
▤TECHNOLOGY (acceleration engine)
Technology AI & Robotics Accelerates AI, robotics, advanced manufacturing, and space infrastructure Autonomous launch, satellite-servicing robots, and on-orbit assembly are forcing functions for general-purpose robotics + AI-controlled manufacturing.
Health Biomedical Sciences Supports biomedical research in microgravity and advanced life-support systems Microgravity reveals new protein crystallisation, tissue-engineering, and aging-related pathways; closed-loop life support drives portable medical tech.
Education STEM Workforce Stimulates STEM education and workforce development for space industries Space jobs become an aspirational anchor for K-12 and university programs; reignites public investment in physics, materials, propulsion, and AI curricula.
▥SOCIETY (human + institutional)
Society Energy Provides access to extraterrestrial resources and supports energy expansion Lunar/asteroid mining + orbital solar power introduce new energy supply curves; on Earth, the Comet legitimises gigawatt-scale clean-build buildout (SMR, geothermal).
Politics Treaties & Governance Creates new geopolitical competition, treaties, and governance challenges Outer-Space-Treaty era is being rewritten in real time — orbital lanes, debris liability, lunar mining rights, dual-use national-security overlap.
Family Settlement & Migration Shapes future settlement patterns, migration, and human expansion beyond Earth Permanent off-Earth bases reshape what “home” means; Earth-side, the same logic accelerates climate-driven migration planning and resilient-community design.

US Index Watch

U.S. Indexes

Dow Jones / S&P 500 / NASDAQ — normalized to 100 at window start
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Macro Markets

Oil, metals, and crypto — the commodity and digital-asset backdrop against the equity indices. Each series is normalized to 100 at the window start so shapes compare directly.

Oil

Brent ($/bbl) · WTI ($/bbl) — normalized to 100
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Metals

Gold / Silver / Copper — normalized to 100
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Crypto

Bitcoin / Ethereum — normalized to 100
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Comets: Space / AI Dragon

Thematic stock baskets organized around a trigger event — the head is the catalyst (a buildout, an IPO, a launch) and the tail is the set of stocks expected to be dragged along in its wake.

comets · Vertical Pushlive Datacenter Buildoutlive SpaceX Dragon's Wakelive Quantum Computingpre-event Anthropic IPO Watchpre-event OpenAI Recap Watchpre-event
Vertical Push
Vertical Push live

The CBD/skyscraper thesis as a tradable basket. The head is the return-to-office inflection — or the next supertall groundbreaking; the tail is the office-REIT complex (BXP, SLG, VNO, KRC, HIW), the brokerages that lease the towers (CBRE, JLL), the engineers who design them (ACM, J), and …

Datacenter Buildout
Datacenter Buildout live

The trillion-dollar hyperscale data-center buildout (Stargate, Meta Hyperion, Microsoft + Three Mile Island, xAI Colossus, AWS Mississippi, etc.). Tracks: hyperscaler tenants, AI/GPU silicon, colocation REITs, power utilities, SMR/nuclear plays, cooling + electrical picks-and-shovels, gas…

SpaceX Dragon's Wake
SpaceX Dragon's Wake live

The SpaceX IPO was the once-in-a-decade catalytic event — and on June 12, 2026 it happened: $SPCX priced at $135 for a $1.77 trillion initial cap, the largest IPO on record (~$75B raised, ~4x oversubscribed). The comet is now LIVE: the head trades, and the basket question becomes which wa…

Quantum Computing
Quantum Computing pre-event

Pure-play QC hardware/SaaS firms (head) trailed by mega-cap proxies running internal quantum programs (wake). Watch for fault-tolerance milestones, useful-quantum claims, and government NQI / DoE funding rounds as catalysts.

Anthropic IPO Watch
Anthropic IPO Watch pre-event

Anthropic is a private frontier AI lab valued at ~$60B (early 2025 round). No clear IPO date, but secondary-market tender offers and a possible IPO in 2026-27 are the trigger events. Public investors get exposure primarily via AMZN ($8B committed + AWS exclusive cloud) and GOOGL (~$3B). P…

OpenAI Recap Watch
OpenAI Recap Watch pre-event

OpenAI completed its capped-profit → for-profit recap in 2024-25 and is now valued at ~$157B with a possible IPO in 2026-27. Microsoft holds ~49% post-recap. Pull-along stocks: MSFT (direct stake + Azure exclusive), AAPL (Apple Intelligence fallback partner), chip suppliers (NVDA, AMD, TS…

Open the full comet console →

Company Watch

tier sector period
Ticker Rec Company Sector Price $ Chg 1D %
ADI HOLD Analog Devices ai $383.23 +$7.51 ▲ 2.00%
AI HOT C3.ai, Inc. ai $10.87 +$0.39 ▲ 3.72%
AMAT HOT Applied Materials ai $464.49 +$19.92 ▲ 4.48%
AMD HOT Advanced Micro Devices ai $615.69 +$55.87 ▲ 9.98%
ANET HOT Arista Networks ai $205.70 +$6.31 ▲ 3.16%
ANTHROPIC HOT Anthropic PBC ai — - —
MPWR HOLD Monolithic Power Systems ai $1,278.67 +$60.87 ▲ 5.00%
NVDA HOLD NVIDIA Corp. ai $227.34 +$5.07 ▲ 2.28%
ON HOT Onsemi ai $71.69 +$1.71 ▲ 2.44%
OPENAI HOLD OpenAI ai — - —
PLTR HOLD Palantir Technologies ai $183.07 +$5.43 ▲ 3.06%
SMCI HOT Super Micro Computer ai $41.19 +$2.10 ▲ 5.37%
TSM HOLD Taiwan Semiconductor (TSMC) ai $444.94 +$10.27 ▲ 2.36%
ACM HOLD AECOM construction $62.98 +$0.99 ▲ 1.60%
J HOLD Jacobs Solutions Inc. construction $143.68 +$0.28 ▲ 0.20%
OTIS HOLD Otis Worldwide Corporation construction $66.67 -$1.85 ▼ -2.71%
CARR HOLD Carrier Global Corporation cooling $54.55 +$0.67 ▲ 1.24%
JCI HOLD Johnson Controls International plc cooling $145.20 +$1.92 ▲ 1.34%
TT HOLD Trane Technologies plc cooling $433.30 +$4.19 ▲ 0.98%
ETH-USD HOLD Ethereum crypto $2,764.40 +$121.40 ▲ 4.59%
QNT HOT Quant Network (QNT token) crypto $51.13 -$0.45 ▼ -0.87%
COMM HOLD CommScope Holding dc_infra — - —
DLR HOT Digital Realty Trust dc_infra $186.45 +$4.33 ▲ 2.38%
EQIX HOLD Equinix Inc. dc_infra $1,057.36 +$36.02 ▲ 3.53%
ETN HOLD Eaton Corp. dc_infra $435.31 +$10.54 ▲ 2.48%
AEP HOT American Electric Power energy $120.04 +$0.04 ▲ 0.03%
CMI HOT Cummins Inc. energy $534.50 +$2.27 ▲ 0.43%
CVX HOLD Chevron energy $203.63 -$5.88 ▼ -2.81%
D HOLD Dominion Energy energy $62.82 -$0.76 ▼ -1.20%
DUK HOT Duke Energy energy $116.74 -$0.79 ▼ -0.67%
ENPH HOLD Enphase Energy energy $34.76 +$0.12 ▲ 0.35%
EOG HOLD EOG Resources, Inc. energy $141.41 -$2.82 ▼ -1.96%
ETR HOLD Entergy Corp. energy $101.57 -$0.44 ▼ -0.43%
GEV HOLD GEV Wind Power energy $947.36 +$7.03 ▲ 0.75%
GNRC HOLD Generac Holdings energy $204.88 -$2.56 ▼ -1.23%
KMI HOLD Kinder Morgan energy $31.75 -$0.10 ▼ -0.30%
LNG HOLD Cheniere Energy energy $275.29 +$6.95 ▲ 2.59%
NEE HOLD NextEra Energy energy $79.63 -$0.85 ▼ -1.05%
NRG HOLD NRG Energy energy $103.12 -$0.54 ▼ -0.52%
OXY HOLD Occidental Petroleum Corporation energy $57.23 -$1.61 ▼ -2.74%
SO HOLD Southern Company energy $85.43 -$0.09 ▼ -0.11%
VST HOLD Vistra Corp. energy $140.75 +$0.08 ▲ 0.06%
XOM HOLD Exxon Mobil energy $158.29 -$5.25 ▼ -3.21%
ISRG HOLD Intuitive Surgical health $401.81 +$8.48 ▲ 2.16%
DIA HOLD SPDR Dow Jones (Dow proxy) index $519.86 +$3.97 ▲ 0.77%
QQQ HOLD Invesco QQQ (NASDAQ-100 proxy) index $741.40 +$19.95 ▲ 2.77%
GE HOLD GE Aerospace industrial $319.31 +$5.04 ▲ 1.60%
ASML HOT ASML Holding memory $1,713.08 +$33.16 ▲ 1.97%
LRCX HOT Lam Research memory $302.25 +$14.14 ▲ 4.91%
MU HOT Micron Technology, Inc. memory $1,043.42 +$27.62 ▲ 2.72%
SIMO HOT Silicon Motion Technology memory $268.75 -$3.36 ▼ -1.23%
SNDK HOT SanDisk (spin-off) memory $1,766.34 -$25.48 ▼ -1.42%
AA HOT Alcoa Corporation metals $44.71 +$0.28 ▲ 0.63%
AEM HOT Agnico Eagle Mines metals $197.54 -$1.95 ▼ -0.98%
AG HOT First Majestic Silver metals $19.33 -$0.52 ▼ -2.60%
ALB HOT Albemarle Corporation metals $112.94 +$2.03 ▲ 1.83%
B HOLD Barrick Mining Corporation metals $42.69 -$0.64 ▼ -1.48%
CLF HOT Cleveland-Cliffs metals $12.05 -$0.46 ▼ -3.64%
FCX HOT Freeport-McMoRan metals $72.15 +$0.61 ▲ 0.85%
FNV HOLD Franco-Nevada metals $261.78 -$4.15 ▼ -1.56%
LAC HOLD Lithium Americas metals $2.97 +$0.10 ▲ 3.67%
MP HOLD MP Materials metals $50.05 +$2.79 ▲ 5.90%
NEM HOT Newmont Corporation metals $123.10 -$0.31 ▼ -0.26%
NUE HOT Nucor Corporation metals $242.41 -$5.97 ▼ -2.40%
PAAS HOLD Pan American Silver metals $48.78 -$1.22 ▼ -2.43%
SCCO HOT Southern Copper Corp metals $198.11 +$2.40 ▲ 1.23%
SQM HOLD Sociedad Química y Minera metals $69.56 +$1.84 ▲ 2.72%
TECK HOT Teck Resources metals $66.74 +$1.22 ▲ 1.86%
BWXT HOLD BWX Technologies nuclear $147.32 -$0.20 ▼ -0.14%
CCJ HOT Cameco Corp. nuclear $93.28 +$1.66 ▲ 1.81%
CEG HOLD Constellation Energy nuclear $262.17 +$7.46 ▲ 2.93%
OKLO HOLD Oklo Inc. nuclear $40.15 +$2.15 ▲ 5.66%
SMR HOLD NuScale Power nuclear $8.79 +$0.52 ▲ 6.29%
URA HOLD Global X Uranium ETF nuclear $42.98 +$1.33 ▲ 3.18%
ABBV HOT AbbVie Inc. other $264.72 +$0.76 ▲ 0.29%
ALAB HOT Astera Labs, Inc. other $340.75 +$37.50 ▲ 12.37%
ARK HOLD ARK Investment Management LLC other — - —
BLK HOLD BlackRock, Inc. other $1,090.25 +$20.47 ▲ 1.91%
BMNR HOLD Bitmine Immersion Technologies other $28.23 +$2.24 ▲ 8.62%
BRK.A HOLD Berkshire Hathaway Inc. other — - —
BSX HOLD Boston Scientific Corporation other $43.80 +$0.46 ▲ 1.05%
CL HOLD Colgate-Palmolive Company other $86.18 -$1.29 ▼ -1.47%
CLSK HOLD CleanSpark Inc other $14.79 +$0.31 ▲ 2.18%
CXL HOLD Cxl other — - —
DRAM HOT Roundhill Memory ETF other $61.59 +$1.97 ▲ 3.31%
EMEQ HOLD Nomura Focused Emerging Markets Equity ETF other $67.94 +$2.92 ▲ 4.49%
FIX HOLD Comfort Systems USA, Inc. other $1,630.47 -$20.90 ▼ -1.27%
GS HOLD The Goldman Sachs Group, Inc. other $959.86 +$17.85 ▲ 1.90%
LII HOLD Lennox International Inc. other $363.50 +$4.27 ▲ 1.19%
LULU HOLD Lululemon Athletica Inc. other $101.02 +$2.96 ▲ 3.01%
MARA HOLD MARA Holdings (Marathon Digital) other $13.31 +$0.07 ▲ 0.53%
MRK HOLD Merck & Co., Inc. other $149.57 +$2.70 ▲ 1.84%
MSTR DOG Strategy Inc (fmr MicroStrategy) other $168.33 +$14.41 ▲ 9.36%
NKE DOG Nike, Inc. other $36.13 +$0.61 ▲ 1.73%
PG HOLD Procter & Gamble Co. other $146.09 -$0.30 ▼ -0.20%
PH HOLD Parker-Hannifin Corporation other $957.95 +$14.41 ▲ 1.53%
RB HOLD Reckitt Benckiser Group plc other $46.95 +$0.18 ▲ 0.39%
RIOT HOLD Riot Platforms other $24.17 +$0.42 ▲ 1.75%
SJM HOLD The J. M. Smucker Company other $119.78 -$3.17 ▼ -2.58%
SMLR HOLD Semler Scientific other — - —
STRL HOT Sterling Infrastructure, Inc. other $512.23 -$6.45 ▼ -1.24%
UPS HOLD United Parcel Service, Inc. other $94.76 -$4.30 ▼ -4.34%
UPXI DOG Upexi Inc other $1.27 +$0.07 ▲ 6.30%
V-COPPER HOLD Vizcla Copper Corp. other — - —
VCX DOG VCX Ltd. other $30.80 -$0.61 ▼ -1.94%
VRAX DOG Virax Biolabs Group Limited other $2.31 -$0.23 ▼ -9.06%
XHB HOLD SPDR S&P Homebuilders ETF other $96.95 +$0.56 ▲ 0.58%
XLK HOLD Technology Select Sector SPDR Fund other $194.85 +$5.24 ▲ 2.77%
BX HOLD Blackstone Inc. real_estate $126.50 +$1.54 ▲ 1.23%
BXP HOLD BXP, Inc. (Boston Properties) real_estate $64.16 +$0.99 ▲ 1.57%
CBRE HOLD CBRE Group, Inc. real_estate $143.16 +$3.66 ▲ 2.62%
HIW HOLD Highwoods Properties, Inc. real_estate $31.09 +$0.67 ▲ 2.20%
JLL HOLD Jones Lang LaSalle Inc. real_estate $339.50 +$3.12 ▲ 0.93%
KRC HOLD Kilroy Realty Corporation real_estate $34.58 +$0.35 ▲ 1.01%
PLD HOLD Prologis Inc. real_estate $135.81 +$0.97 ▲ 0.72%
SLG HOLD SL Green Realty Corp. real_estate $52.89 +$0.81 ▲ 1.56%
TMHC HOT Taylor Morrison Home Corporation real_estate $72.45 - —
VNO HOLD Vornado Realty Trust real_estate $35.58 +$0.68 ▲ 1.93%
WANT HOLD Direxion Daily Cons. Disc. Bull 3X (ETF) retail $36.04 +$1.29 ▲ 3.71%
WMT HOLD Walmart Inc. retail $107.46 +$0.73 ▲ 0.68%
ACHR HOLD Archer Aviation space $5.43 +$0.17 ▲ 3.14%
ALTI DOG AlTi Global space $3.11 -$0.13 ▼ -3.87%
ARKVX HOT ARK Venture Fund space $60.65 +$0.14 ▲ 0.23%
ARKX HOT ARK Space Exploration ETF space $32.87 +$0.74 ▲ 2.32%
ASTS HOT AST SpaceMobile, Inc. space $61.87 +$3.35 ▲ 5.72%
BPTRX HOLD Baron Partners Fund space $269.09 -$2.14 ▼ -0.79%
DXYZ DOG Destiny Tech100 space $30.98 -$0.33 ▼ -1.05%
FNIAX HOLD Fidelity Advisor New Insights Fund Class A space $50.84 +$0.06 ▲ 0.12%
GSAT HOLD Globalstar space $83.03 +$0.19 ▲ 0.23%
IRDM HOT Iridium Communications space $48.23 +$1.46 ▲ 3.11%
JOBY HOLD Joby Aviation space $6.42 +$0.30 ▲ 4.90%
LUNR HOLD Intuitive Machines, Inc. space $15.75 +$1.82 ▲ 13.11%
PL HOT Planet Labs PBC space $17.08 +$0.65 ▲ 3.99%
RDW HOT Redwire Corporation space $11.61 +$0.86 ▲ 8.05%
RKLB HOLD Rocket Lab USA, Inc. space $69.92 +$5.35 ▲ 8.29%
ROKT HOLD SPDR S&P Kensho Final Frontiers space $107.54 +$1.78 ▲ 1.68%
SATS HOLD EchoStar Corporation space $92.03 - —
SPCE HOT Virgin Galactic space $3.31 +$0.24 ▲ 7.82%
SPCX HOT SpaceX (Space Exploration Technologies) space $151.85 -$0.86 ▼ -0.56%
UFO HOLD Procure Space ETF space $44.08 +$0.87 ▲ 2.00%
VSAT HOLD Viasat space $76.46 +$0.08 ▲ 0.10%
DELL HOT Dell Technologies Inc. storage $575.17 +$7.11 ▲ 1.25%
NTAP HOT NetApp storage $198.14 +$0.35 ▲ 0.18%
PSTG HOLD Pure Storage storage $72.31 +$2.97 ▲ 4.28%
STX HOT Seagate Technology Holdings plc storage $877.35 +$18.56 ▲ 2.16%
WDC HOT Western Digital Corporation storage $448.19 +$6.83 ▲ 1.55%
AAOI HOT Applied Optoelectronics, Inc. tech $108.67 +$3.50 ▲ 3.33%
AAPL HOT Apple Inc. tech $339.26 +$3.13 ▲ 0.93%
AMZN HOLD Amazon.com tech $258.48 +$4.77 ▲ 1.88%
ARM HOT Arm Holdings plc tech $323.06 +$47.45 ▲ 17.22%
ARQQ DOG Arqit Quantum tech $23.64 +$3.51 ▲ 17.44%
AVGO HOT Broadcom Inc. tech $362.73 +$5.12 ▲ 1.43%
COIN DOG Coinbase Global, Inc. tech $200.99 +$6.74 ▲ 3.47%
CORPAY HOLD Corpay Inc. tech — - —
CRDO HOLD Credo Technology Group Holding Ltd tech $187.62 +$11.73 ▲ 6.67%
CRM HOLD Salesforce Inc. tech $236.44 -$1.48 ▼ -0.62%
CRWD HOT CrowdStrike Holdings, Inc. tech $249.32 +$11.67 ▲ 4.91%
CSCO HOT Cisco Systems tech $111.45 +$1.94 ▲ 1.77%
CTX HOLD Copper Technologies Ltd. tech — - —
DOCU DOG DocuSign, Inc. tech $68.58 -$0.49 ▼ -0.71%
EXYN HOLD Exyn Technologies tech $2.63 +$0.01 ▲ 0.50%
GOOGL HOLD Alphabet Inc. tech $354.99 +$5.45 ▲ 1.56%
HOOD HOLD Robinhood Markets, Inc. tech $123.30 +$3.48 ▲ 2.90%
HPQ HOT HP Inc. tech $32.93 -$1.47 ▼ -4.27%
IBKR HOLD Interactive Brokers Group, Inc. tech $93.21 +$2.52 ▲ 2.77%
IBM HOT International Business Machines Corporation tech $231.79 +$2.23 ▲ 0.97%
IGV HOT iShares Expanded Tech-Software Sector ETF tech $107.04 +$2.69 ▲ 2.57%
INTC HOT Intel Corp. tech $121.72 +$13.12 ▲ 12.08%
IONQ HOT IonQ Inc. tech $40.49 +$1.36 ▲ 3.48%
KLAC HOT KLA Corp. tech $183.94 +$6.94 ▲ 3.92%
LYFT HOLD Lyft, Inc. tech $15.27 +$0.16 ▲ 1.09%
MDB HOLD MongoDB, Inc. tech $407.32 +$23.76 ▲ 6.19%
META HOLD Meta Platforms tech $741.03 +$75.28 ▲ 11.31%
MNTN HOLD MNTN tech $11.37 +$0.08 ▲ 0.71%
MRVL HOT Marvell Technology, Inc. tech $257.28 +$13.03 ▲ 5.33%
MSFT HOLD Microsoft Corp. tech $501.45 +$7.66 ▲ 1.55%
ORCL HOT Oracle Corp. tech $148.70 +$1.09 ▲ 0.74%
PRIVATE HOLD ICON Technology, Inc. tech — - —
QBTS HOT D-Wave Quantum tech $17.68 +$0.57 ▲ 3.33%
QCOM HOT Qualcomm Inc. tech $194.17 +$16.45 ▲ 9.26%
QUBT HOT Quantum Computing Inc. tech $8.94 +$0.24 ▲ 2.76%
RDDT HOLD Reddit, Inc. tech $158.70 +$7.85 ▲ 5.20%
RGTI HOT Rigetti Computing tech $16.55 +$0.79 ▲ 4.98%
SMH HOT VanEck Semiconductor ETF tech $595.98 +$22.98 ▲ 4.01%
SNOW HOT Snowflake Inc. tech $339.16 +$6.73 ▲ 2.02%
SOXX HOT iShares Semiconductor ETF tech $559.33 +$26.26 ▲ 4.93%
SSOX HOLD SSoX Solutions tech — - —
STM HOT STMicroelectronics N.V. tech $51.60 +$1.42 ▲ 2.82%
SYM HOLD Symbotic Inc. tech $43.94 +$2.05 ▲ 4.89%
TER HOLD Teradyne tech $381.31 +$9.84 ▲ 2.65%
TSLA HOT Tesla Inc. tech $375.17 +$10.90 ▲ 2.99%
TWLO HOLD Twilio Inc. tech $266.05 +$22.21 ▲ 9.11%
TXN HOLD Texas Instruments Incorporated tech $270.81 +$4.17 ▲ 1.56%
UBER DOG Uber Technologies, Inc. tech $70.82 +$0.32 ▲ 0.45%
VENU HOLD Venu Holding Corporation tech $1.53 +$0.04 ▲ 2.68%
VRT HOLD Vertiv Holdings Co tech $250.79 +$1.40 ▲ 0.56%
WEAV HOLD Weave Communications, Inc. tech $7.33 +$0.04 ▲ 0.55%
WEAVE HOLD Weave Robotics tech — - —
BIL HOLD SPDR Bloomberg 1-3 Month T-Bill ETF treasury $91.57 +$0.02 ▲ 0.02%
GOVT HOLD iShares US Treasury Bond ETF treasury $22.19 +$0.05 ▲ 0.25%
IEF HOLD iShares 7-10 Year Treasury Bond ETF treasury $91.15 +$0.35 ▲ 0.39%
SHV HOLD iShares Short Treasury Bond ETF treasury $110.21 +$0.00 · 0.00%
SHY HOLD iShares 1-3 Year Treasury Bond ETF treasury $81.28 +$0.04 ▲ 0.05%
TBT HOLD ProShares UltraShort 20+ Year Treasury treasury $38.63 -$0.50 ▼ -1.28%
TIP HOLD iShares TIPS Bond ETF treasury $105.68 +$0.41 ▲ 0.39%
TLH HOLD iShares 10-20 Year Treasury Bond ETF treasury $95.78 +$0.62 ▲ 0.65%
TLT HOLD iShares 20+ Year Treasury Bond ETF treasury $81.79 +$0.54 ▲ 0.66%
TMF HOLD Direxion Daily 20+ Year Treasury Bull 3X treasury $30.25 +$0.61 ▲ 2.06%
VGLT HOLD Vanguard Long-Term Treasury ETF treasury $52.42 +$0.35 ▲ 0.67%
AND HOT Anduril Industries, Inc. weapons — - —
AVAV HOT AeroVironment weapons $160.86 +$0.91 ▲ 0.57%
BAH HOLD Booz Allen Hamilton weapons $77.36 +$0.29 ▲ 0.38%
GD HOLD General Dynamics weapons $353.96 +$0.91 ▲ 0.26%
LDOS HOLD Leidos Holdings weapons $128.39 +$0.70 ▲ 0.55%
LHX HOT L3Harris Technologies weapons $246.88 -$0.41 ▼ -0.17%
LMT HOLD Lockheed Martin weapons $535.29 +$1.91 ▲ 0.36%
NOC HOLD Northrop Grumman weapons $526.35 -$1.04 ▼ -0.20%
RTX HOLD RTX Corp. (Raytheon) weapons $194.36 +$0.36 ▲ 0.19%

Company News & Research

News rail

Sources & Methods

Data Sources

Quotes, index levels, and intraday series are pulled from public market endpoints (Yahoo Finance chart API) and cached in the Urbanicity research database. Company news is matched from the AI-news and research feeds against the watch list by ticker and company name.

Refresh Cadence

Prices are polled on a schedule; the “last polled” stamp on the Perspective tab shows the most recent quote time (ET). Intraday index lines use 5-minute bars for the current session; longer windows use daily closes normalized to 100 at the window start.

How to Read It

  • Tiers — HOT / HOLD / DOG are editorial conviction labels, not advice.
  • Comets — thematic baskets around a trigger event (head) and the stocks dragged in its wake (tail).
  • Normalized — index and macro charts rebase each series to 100 so shapes compare directly.

Disclaimer

A public, read-only research view for the Cornice / Urbanicity study of cities, capital, and the 4th Industrial Revolution. Nothing here is investment advice. Figures may lag the market and can contain errors.

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