Nick at ListingTrack @listingtrack

New Space – Daily Gainers & Losers (06/10/26) New Space saw a mild rebound in select launch and satellite names, while in‑orbit services and space‑tech development lagged. – Starfighters Space (FJET) gained 10.20% to $8.10, leading the group as traders rotated back into New Space launch services after recent volatility. – Voyager Technologies (VOYG) rose 4.59% to $41.28, and Sidus Space (SIDU) added 4.51% to $3.94, with both benefiting from renewed interest in satellite systems, services, and broader space‑tech development. – Rocket One (RKTO) climbed 3.91% to $1.33, while Virgin Galactic (SPCE), Spire Global (SPIR), BlackSky (BKSY), and MDA Space (MDA) posted smaller gains across space tourism and Earth‑observation satellites, with Firefly (FLY) and IonQ (IONQ) essentially flat. On the downside, Momentus (MNTS) fell 10.64% to $11.34, leading declines as in‑orbit services names continued to give back prior strength. Redwire (RDW) dropped 5.59% to $14.87 and HawkEye 360 (HAWK) slipped 3.94% to $23.38, while Applied Aerospace & Defense (AADX), Intuitive Machines (LUNR), RTB Digital (RTB), Rocket Lab (RKLB), Satellogic (SATL), AST SpaceMobile (ASTS), and Planet Labs (PL) all traded modestly lower across space‑tech development, exploration, launch, and Earth‑observation. #NewSpace $FJET $VOYG $SIDU $MNTS $RDW $HAWK listingtrack.io/theme/new-space

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Core AI – Daily Gainers & Losers (06/10/26) Core AI bounced in small‑cap enterprise and healthcare software while several high‑profile AI hardware and data‑center names pulled back. – Wellchange Holdings (WCT) jumped 30.53% to $1.71, leading the move as traders piled back into the thinly traded enterprise‑AI software name after a recent selloff. – Fermi (FRMI) rose 22.60% to $6.89, with the AI‑infrastructure and data‑center operator catching a strong bid alongside a 17.55% gain in Exyn Technologies (EXYN), which rallied on renewed interest in AI development tools and robotics platforms. – Shoulder Innovations (SI) gained 16.78% to $17.89, Triller (ILLR) climbed 15.20% to $0.26, and ENVue Medical (FEED), RedCloud (RCT), Sagtec Global (SAGT), 20/20 Biolabs (AIDX), and GIBO Holdings (GIBO) all advanced around 8–14% across enterprise, analytics, and healthcare‑AI software. On the downside, Super Micro Computer (SMCI) dropped 27.98% to $29.27, leading declines as profit‑taking hit AI server and rack‑scale hardware after a strong run. VenHub Global (VHUB) fell 15.04% to $1.13 and Fabric.AI (FABC) slid 11.52% to $3.38, while TeraWulf (WULF), AEVEX (AVEX), Galaxy Digital (GLXY), Applied Digital (APLD), Filana Therapeutics (FLNA), Qualcomm (QCOM), and Forgent Power Solutions (FPS) each lost about 7–8% across AI data‑center infrastructure, robotics platforms, chips, and support hardware. #CoreAI $WCT $FRMI $EXYN $SMCI $VHUB $FABC listingtrack.io/theme/core-ai

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Logistics – Daily Gainers & Losers (06/09/26) Logistics rallied, with LogTech, FTL, and small‑cap ocean names posting strong gains even as a few prior high‑flyers reversed sharply. – Autozi Internet Tech (AZI) jumped 63.72% to $1.85, leading the group as traders piled into the LogTech platform on heavy speculative volume. – Smart Logistics Global (SLGB) rose 41.83% to $0.73, extending its rebound in FTL as investors rotated back into higher‑beta trucking and regional freight. – Toppoint Holdings (TOPP) gained 36.36% to $1.35, while Uni‑Fuels (UFG), Haoxin Holdings (HXHX), Intercont (NCT), Proficient Auto Logistics (PAL), TMD Energy (TMDE), FedEx Freight (FDFX), and Lineage (LINE) all advanced across ocean, cold chain, FTL, LTL, and contract logistics. On the downside, Texxon Holding (NPT) fell 48.08% to $2.57, giving back much of yesterday’s massive LogTech move. The GrowHub (TGHL) dropped 16.55% to $0.52 and CID HoldCo (DAIC) slid 14.60% to $1.93, leading declines in LogTech and robotics‑enabled logistics, while Nexera Technologies (NEXR), Rubico (RUBI), Heidmar Maritime (HMR), Kodiak AI (KDK), Symbiotic (SYM), Reitar Logtech (RITR), and Arrive AI (ARAI) all finished modestly lower. #Logistics $AZI $SLGB $TOPP $NPT $TGHL $DAIC listingtrack.io/theme/logistics

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Next Gen Defense – Daily Gainers & Losers (06/09/26) Next Gen Defense traded mixed, with specialized AI and physical‑AI names leading the upside while high‑beta analytics and cyber platforms stayed under pressure. – AIAI Holdings (AIAI) gained 13.94% to $14.76, topping the group as traders rotated back into specialized enterprise‑AI software tied to defense and security workflows. – The Elmet Group (ELMT) rose 8.06% to $18.76, with the physical‑AI and nuclear‑defense supplier catching a strong bid after recent weakness. – TransDigm Group (TDG) added 4.22% to $1,257, while AIRO Group (AIRO), L3Harris (LHX), Lockheed Martin (LMT), Huntington Ingalls (HII), RTX (RTX), Northrop Grumman (NOC), and General Dynamics (GD) all posted modest gains across drones, airspace systems, and legacy defense platforms. On the downside, Nexera Technologies (NEXR) fell 13.55% to $0.80, extending its sharp reversal as interest faded in thinly traded AI‑data and defense‑analytics micro‑caps. SailPoint (SAIL) dropped 11.48% to $15.66 and IonQ (IONQ) slid 9.73% to $56.69, leading declines across cyber‑defense identity platforms and quantum‑software names, while Rocket One (RKTO), BlackSky (BKSY), Safe Pro (SPAI), HawkEye 360 (HAWK), Voyager Technologies (VOYG), Exyn (EXYN), and Merlin (MRLN) all traded 5–8% lower across defense‑space, drones, and autonomous‑systems. #NextGenDefense $AIAI $ELMT $TDG $NEXR $SAIL $IONQ listingtrack.io/theme/next-gen…

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New Space – Daily Gainers & Losers (06/09/26) New Space stayed under pressure, with only a few names finishing higher while space‑tech development, Earth‑observation, and launch names led to the downside. – Virgin Galactic (SPCE) gained 11.41% to $4.59, standing out as the day’s top mover as traders stepped back into space‑tourism exposure despite weakness across the rest of the theme. – RTB Digital (RTB) rose 5.01% to $4.19, with the small‑cap Earth‑observation platform bouncing after recent selling. – Momentus (MNTS) added 3.85% to $12.69, extending its recovery in in‑orbit services while most New Space peers slid. On the downside, Redwire (RDW) dropped 15.19% to $15.75, leading the declines as profit‑taking hit space‑technology development after its prior run. IonQ (IONQ) fell 9.73% to $56.69 and Starfighters Space (FJET) slid 9.71% to $7.35, with quantum‑enabled satellite services and New Space launch both seeing heavier selling alongside broader weakness in Satellogic (SATL), Rocket One (RKTO), BlackSky (BKSY), Intuitive Machines (LUNR), Firefly (FLY), HawkEye 360 (HAWK), and Sidus Space (SIDU). #NewSpace $SPCE $RTB $MNTS $RDW $IONQ $FJET listingtrack.io/theme/new-space

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Logistics – Daily Gainers & Losers (06/08/26) Logistics flipped higher, with LogTech and ocean names rebounding sharply even as a handful of FTL and freight‑forwarding micro‑caps were hit hard. – Texxon Holding (NPT) ripped 283% to $4.95, leading the space as traders piled into the thinly traded LogTech and logistics platform on heavy speculative volume after a string of quiet sessions. – TMD Energy (TMDE) jumped 20.00% to $0.78, bouncing sharply as buyers moved back into smaller ocean‑shipping names leveraged to fuel and commodity flows. – Marwynn Holdings (MWYN) rose 12.93% to $0.95, with the integrator’s move higher echoed by a 12.05% gain in Proficient Auto Logistics (PAL) and double‑digit strength in Uni‑Fuels (UFG), Forward Air (FWRD), Arrive AI (ARAI), Autozi Internet (AZI), ArcBest (ARCB), and Robin Energy (RBNE) across FTL, LTL, ocean, and LogTech. On the downside, Toppoint Holdings (TOPP) plunged 43.10% to $0.99 after its recent rally, leading steep declines in FTL and regional trucking. Intercont Limited (NCT) dropped 37.56% to $2.46 and Nexera Technologies (NEXR) fell 23.14% to $0.93, extending pressure on thinly traded ocean and AI‑analytics logistics names, while Haoxin (HXHX), CID HoldCo (DAIC), Micware (MWC), PTL Limited (PTLE), Heidmar Maritime (HMR), New Century Logistics (NCEW), and Full Truck Alliance (YMM) all finished modestly lower. #Logistics $NPT $TMDE $MWYN $TOPP $NCT $NEXR listingtrack.io/theme/logistics

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Next Gen Defense – Daily Gainers & Losers (06/08/26) Next Gen Defense leaned constructive, with quantum‑software and AI‑enabled defense platforms leading while several high‑beta analytics and autonomous‑systems names slid. – IonQ (IONQ) climbed 10.60% to $62.80, topping the group as investors rotated back into quantum‑software and development platforms increasingly viewed as critical for secure communications and advanced defense simulations. – AIAI Holdings (AIAI) gained 10.49% to $12.95, extending its run as a specialized enterprise‑AI provider to defense and security customers. – Applied Aerospace & Defense (AADX) rose 9.58% to $19.22, with its blend of New Space technology and Next Gen Defense capabilities drawing fresh demand alongside smaller moves higher in HawkEye 360 (HAWK), Rocket Lab (RKLB), Safe Pro (SPAI), Voyager (VOYG), BT Brands (BTBD), The Elmet Group (ELMT), and AIRO Group (AIRO). On the downside, Nexera Technologies (NEXR) dropped 23.14% to $0.93, giving back another chunk of its recent squeeze in AI‑driven defense‑data platforms. Exyn Technologies (EXYN) fell 10.58% to $5.83 and Merlin (MRLN) slid 8.26% to $7.89, leading declines across autonomous‑systems and physical‑AI defense names, while Rocket One (RKTO), Quantum Cyber (QUCY), Axon (AXON), SailPoint (SAIL), TransDigm (TDG), Netskope (NTSK), and L3Harris (LHX) posted smaller losses. #NextGenDefense $IONQ $AIAI $AADX $NEXR $EXYN $MRLN listingtrack.io/theme/next-gen…

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New Space – Daily Gainers & Losers (06/08/26) New Space bounced, led by Earth‑observation and space‑tech names, while in‑orbit services and tourism lagged. – RTB Digital (RTB) jumped 19.10% to $3.99, topping the group as traders rotated back into small‑cap Earth‑observation platforms after last week’s selloff. – IonQ (IONQ) climbed 10.60% to $62.80, with the quantum‑computing name catching a fresh bid as investors leaned into its role in satellite systems, secure space‑comms, and AI‑heavy data processing. – Applied Aerospace & Defense (AADX) gained 9.58% to $19.22, with its mix of New Space technology development and defense‑space work drawing buyers, while HawkEye 360 (HAWK), Rocket Lab (RKLB), Voyager (VOYG), Planet Labs (PL), Intuitive Machines (LUNR), MDA Space (MDA), and Redwire (RDW) all posted smaller advances across RF‑mapping, launch, and satellite‑services. On the downside, Momentus (MNTS) fell 18.04% to $12.22, giving back much of its recent in‑orbit‑services squeeze as profit‑taking hit the name. Rocket One (RKTO) slid 7.95% to $1.39 and Virgin Galactic (SPCE) dropped 5.94% to $4.12, with Sidus Space (SIDU), Starfighters Space (FJET), Satellogic (SATL), AST SpaceMobile (ASTS), BlackSky (BKSY), Spire Global (SPIR), and York Space Systems (YSS) all posting modest 0.5–3.5% declines across satellite‑data and launch services. #NewSpace $RTB $IONQ $AADX $MNTS $RKTO $SPCE listingtrack.io/theme/new-space

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Nuclear – Daily Gainers & Losers (06/08/26) Nuclear caught a strong bid in SMR technology, uranium mining, and safety systems, while several large utilities and one safety‑equipment name slipped. – Atlas Critical Minerals (ATCX) jumped 12.40% to $4.17, leading the group as traders rotated back into smaller uranium mining and processing plays tied to long‑dated fuel‑cycle demand. – Nano Nuclear Energy (NNE) rose 9.72% to $25.85 and Ampco‑Pittsburgh (AP) gained 8.91% to $10.63, with NNE and Hadron Energy (HDRN, up 8.27%) driving renewed enthusiasm around SMR‑adjacent technology and nuclear‑safety hardware. – Eagle Nuclear Energy (NUCL) added 5.10% to $9.90, X‑Energy (XE) climbed 4.67% to $22.42, and Fluor (FLR), Enpro (NPO), NuScale Power (SMR), and Cameco (CCJ) all advanced 2–4% across SMRs, construction, safety systems, and uranium production. On the downside, Graham Corporation (GHM) fell 10.98% to $95.34 after its recent run, leading declines in nuclear safety and control‑systems names. Entergy (ETR), Quantum X Labs (QXL), NextEra (NEE), KULR Technology (KULR), Exelon (EXC), Dominion (D), Aecon (ARE), Terrestrial Energy (IMSR), and Duke Energy (DUK) all slipped around 1.7–2.4%, marking a modest pullback for the large nuclear utilities and a few SMR developers even as higher‑beta miners and tech plays rallied. #Nuclear $ATCX $NNE $AP $GHM $SMR $CCJ listingtrack.io/theme/nuclear

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Core AI – Daily Gainers & Losers (06/08/26) Core AI ripped higher in crypto‑linked infrastructure and AI data‑center hardware, even as several recent small‑cap software winners rolled over hard. – Triller (ILLR) jumped 50.64% to $0.33, leading the move as traders piled into the enterprise‑focused creator and social‑AI platform on heavy volume after weeks of pressure. – Cypherpunk (CYPH) surged 36.51% to $0.71 and Galaxy Digital (GLXY) climbed 21.36% to $30.51, with both names riding a squeeze across bitcoin‑treasury, infrastructure, and trading plays that are increasingly pitched as AI‑adjacent liquidity and data‑center bets. – Hyperscale Data (GPUS) gained 19.34% to $0.18, Cerebras Systems (CBRS) rose 18.32% to $237.83, and Cloudastructure (CSAI) added 11.51% to $0.37, while Intel (INTC), AIAI Holdings (AIAI), Micron (MU), and Marvell (MRVL) each advanced around 9–11% as investors chased chips, accelerators, and AI‑infra beneficiaries. On the downside, Anbio Biotechnology (NNNN) dropped 25.10% to $17.22 and Nexera Technologies (NEXR) fell 23.14% to $0.93, giving back much of last week’s squeeze in thinly traded healthcare‑AI and defense‑analytics micro‑caps. VenHub Global (VHUB) slid 20.12% to $1.31, Brand Engagement Network (BNAI) lost 17.59%, FiEE (FIEE) declined 14.87%, Fabric.AI (FABC) fell 13.65%, and SharonAI (SHAZ), Exyn Technologies (EXYN), ENVue Medical (FEED), and Fervo Energy (FRVO) all traded 9–12% lower across enterprise software, data‑center tech, development tools, and energy‑AI. #CoreAI $ILLR $CYPH $GLXY $NNNN $NEXR $BNAI listingtrack.io/theme/core-ai

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Logistics – Daily Gainers & Losers (06/05/26) Logistics bounced, with freight forwarders, LTL carriers, and select ocean names leading while AI‑driven LogTech and autonomous‑vehicle plays stayed under pressure. – New Century Logistics (NCEW) jumped 13.74% to $20.70, topping the list as traders piled into the thinly traded freight‑forwarding name on strong volume after several quiet sessions. – FedEx Freight Holdings (FDFX) rose 6.42% to $167.84 and ArcBest (ARCB) gained 6.17% to $155.09, with both LTL carriers benefiting from a firmer pricing backdrop and ongoing optimism around U.S. industrial demand. – PTL Limited (PTLE) added 5.92% to $5.90, Tianci International (CIIT) climbed 5.73% to $1.20 across ocean freight forwarding, and Haoxin (HXHX), Union Pacific (UNP), Texxon Holding (NPT), Norfolk Southern (NSC), and Smart Logistics Global (SLGB) all advanced modestly across cold chain, rail, LogTech, and FTL. On the downside, Nexera Technologies (NEXR) fell 22.44% to $1.21 and CID HoldCo (DAIC) dropped 20.39% to $2.42, leading steep pullbacks in AI‑data analytics and robotics‑enabled LogTech after their recent squeezes. Callan JMB (CJMB) and Jayud Global Logistics (JYD) slid about 13%, TMD Energy (TMDE) lost 11.18%, Toppoint Holdings (TOPP) dropped 10.31%, and Arrive AI (ARAI), Micware (MWC), Aurora Innovation (AUR), and Kodiak AI (KDK) all traded 7–9% lower across cold‑chain, ocean, and autonomous‑freight names. #Logistics $NCEW $FDFX $ARCB $NEXR $DAIC $CJMB listingtrack.io/theme/logistics

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Next Gen Defense – Daily Gainers & Losers (06/05/26) Next Gen Defense was mixed, with autonomous‑systems names catching a bid while AI‑driven defense data and quantum software sold off hard. – Merlin (MRLN) jumped 19.78% to $8.60, leading the group as traders piled into the autonomous‑aircraft and physical‑AI name after a string of contract headlines and growing interest in crew‑reduction and uncrewed defense aviation platforms. – Exyn Technologies (EXYN) added 3.66% to $6.52, continuing its bounce as investors leaned into its autonomous systems and robotics stack for GPS‑denied environments and defense applications. – General Dynamics (GD) gained 1.45% to $346.44, while Lockheed Martin (LMT), RTX (RTX), TransDigm (TDG), and Perimeter Acquisition (PMTR) posted small gains across legacy air, land, and munitions programs that continue to benefit from elevated defense spending. On the downside, Rocket One (RKTO) fell 23.35% to $1.51 and Nexera Technologies (NEXR) dropped 22.44% to $1.21, extending steep reversals in speculative AI‑chip and defense‑data micro‑caps after their recent squeezes. IonQ (IONQ) slid 13.52% to $56.78, Voyager Technologies (VOYG) and BlackSky (BKSY) lost about 13–12%, and AIRO Group (AIRO), The Elmet Group (ELMT), Karman Holdings (KRMN), AeroVironment (AVAV), and Safe Pro (SPAI) all traded 8–12% lower across defense‑space, drones, sensing, and physical‑AI, underscoring a risk‑off tape for high‑beta Next Gen Defense even as a few autonomous‑systems names held up. #NextGenDefense $MRLN $EXYN $GD $RKTO $NEXR $IONQ listingtrack.io/theme/next-gen…

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New Space – Daily Gainers & Losers (06/05/26) New Space stayed under pressure, with only a few names holding up while satellite‑data and launch providers led the downside. – York Space Systems (YSS) slipped just 1.79% to $29.14, effectively acting as a relative winner as larger‑cap satellite‑bus demand and long‑term constellation contracts helped cushion the selloff. – Momentus (MNTS) fell 5.57% to $14.91, with the in‑orbit‑services operator giving back part of yesterday’s squeeze but still holding well above recent lows. – Applied Aerospace & Defense (AADX) dropped 5.70% to $17.54, outperforming many peers as investors stayed interested in its mix of New Space technology development and defense‑space work. On the downside, Planet Labs (PL) plunged 25.98% to $32.22, leading losses after another wave of profit‑taking in high‑beta Earth‑observation names. Rocket One (RKTO) slid 23.35% to $1.51, extending its sharp reversal as speculative interest in AI‑space chips cooled, while Spire Global (SPIR) fell 14.37% to $17.16 as small‑sat constellation operators sold off across the board. #NewSpace $YSS $MNTS $AADX $PL $RKTO $SPIR listingtrack.io/theme/new-space

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Nuclear – Daily Gainers & Losers (06/05/26) Nuclear tilted defensive, with the big regulated utilities quietly grinding higher even as SMR developers and uranium names stayed under pressure. – Exelon (EXC) gained 2.51% to $45.75, leading the sector as investors continued to favor its large, nuclear‑heavy generation fleet and relatively stable, rate‑regulated cash flows. – Duke Energy (DUK) rose 1.97% to $124.22, with the utility’s mix of baseload nuclear and regulated transmission assets offering a steady way to play the long‑term decarbonization and electrification trend. – FirstEnergy (FE) added 1.71% to $46.42, extending its recent grind higher as the market leaned into its nuclear‑adjacent regulated utility footprint rather than higher‑beta fuel‑cycle or SMR developers. On the downside, KULR Technology (KULR) dropped 16.81% to $3.81, ASP Isotopes (ASPI) fell 15.81% to $6.71, and Lightbridge (LTBR) slid 14.95% to $9.42, leading a sharp pullback in SMR technology, uranium‑processing, and advanced fuel‑technology plays. Terrestrial Energy (IMSR), Energy Fuels (UUUU), Centrus (LEU), NuScale Power (SMR), Ampco‑Pittsburgh (AP), Oklo (OKLO), and The Elmet Group (ELMT) all lost roughly 11–14%, marking another tough session for SMR developers, uranium miners, fuel‑cycle technology, and nuclear‑safety systems despite steady strength in the big nuclear utilities. #Nuclear $EXC $DUK $ETR $KULR $ASPI $SMR listingtrack.io/theme/nuclear #Nuclear $EXC $DUK $FE listingtrack.io/theme/nuclear

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Core AI – Daily Gainers & Losers (06/05/26) Core AI was split, with a strong squeeze in a handful of enterprise‑AI names while hardware, data‑center, and crypto‑adjacent AI sold off hard. – Brand Engagement Network (BNAI) jumped 35.68% to $22.17 as traders chased the conversational‑AI and “Fleet AI” platform for a second straight session, with the small‑cap continuing to benefit from momentum around its agentic, human‑like customer‑engagement stack for enterprises. – Neptune Insurance (NP) climbed 5.86% to $25.49 on renewed interest in verticalized enterprise‑AI, as investors leaned into its use of AI to underwrite and price specialty insurance products and streamline digital distribution. – Exyn Technologies (EXYN) added 3.66% to $6.52 and Xiao‑I (AIXI), ENVue Medical (FEED), Linkhome (LHAI), Triller (ILLR), McGraw Hill (MH), Hinge Health (HNGE), and Octave Specialty Group (OSG) all posted modest gains across AI development tools, enterprise software, media, and healthcare‑AI. On the downside, Cypherpunk (CYPH) dropped 47.14% to $0.52 after a brutal reversal in bitcoin‑treasury and infrastructure names, while Wellchange Holdings (WCT) fell 32.86% to $1.41 as yesterday’s squeeze in small‑cap enterprise‑AI fully unwound. VIDA Global (VIDA) and Fabric.AI (FABC) slid about 25%, Hyperscale Data (GPUS) lost 24.84%, Rocket One (RKTO) fell 23.35%, Nexera Technologies (NEXR) and GMEX Robotics (GMEX) each dropped more than 22%, and Boost Run (BRUN) plus Chaince Digital (CD) were off roughly 19–18%, capping a punishing session for AI application platforms, interconnect hardware, data‑center infrastructure, robotics, and speculative chip names within Core AI. #CoreAI $BNAI $NP $EXYN $CYPH $FABC $GPUS listingtrack.io/theme/core-ai

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Logistics – Daily Gainers & Losers (06/04/26) Logistics traded two‑sided again, with LogTech and small‑cap FTL names under pressure while ocean shipping and select analytics platforms ripped higher. – Nexera Technologies (NEXR) jumped 52.94% to $1.56 as the AI‑driven analytics micro‑cap squeezed across multiple themes, with today’s move putting it at the top of the logistics basket as traders bet on its ability to plug real‑time threat and anomaly detection into supply‑chain networks. – Haoxin Holdings (HXHX) rose 12.98% to $0.43, with the thinly traded cold‑chain name bouncing after a long slide as buyers stepped back into higher‑beta temperature‑controlled logistics exposure. – Intercont Limited (NCT) added 12.39% to $3.99, extending its recent run as the micro‑cap ocean‑shipping and marine‑logistics player continued to benefit from speculation around new partnerships and tightening capacity on key regional routes. On the downside, The GrowHub (TGHL) fell 26.40% to $0.61, leading losses across LogTech after a sharp multi‑day rally, while Rubico (RUBI) dropped 9.98% to $0.54 and Toppoint Holdings (TOPP) slid 9.35% to $1.94 in FTL and ocean freight. Arrive AI (ARAI), Micware (MWC), Smart Logistics Global (SLGB), Samsara (IOT), Full Truck Alliance (YMM), OBOOK (OWLS), and Cryoport (CYRX) all finished 2–9% lower, marking another choppy session for digital freight platforms, enterprise logistics software, and cold‑chain services despite strong moves in a handful of small‑cap ocean and analytics names. #Logistics $NEXR $HXHX $NCT $TGHL $YMM $ODFL listingtrack.io/theme/logistics

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Next Gen Defense – Daily Gainers & Losers (06/04/26) Next Gen Defense caught a strong bid, led by a violent squeeze in a tiny AI defense‑data name and solid flows into drones and advanced sensing. – Nexera Technologies (NEXR) jumped 52.94% to $1.56 as traders piled back into the micro‑cap after recent volatility, with the stock tied to AI‑driven homeland‑security analytics and real‑time decision tools for perimeter and threat detection. – Kratos Defense & Security (KTOS) gained 8.51% to $63.40, with buyers leaning into its mix of tactical drones, target systems, and other next‑generation defense platforms that are seeing steady demand from U.S. and allied defense programs. – AeroVironment (AVAV) rose 6.75% to $204.40 as the market continued to reward its position in small UAVs and advanced sensing and surveillance systems that sit squarely at the center of modern battlefield intelligence and loitering‑munitions trends. On the downside, Netskope (NTSK) dropped 19.11% to $10.03, AEVEX (AVEX) fell 11.03% to $24.61, and Rocket One (RKTO) slid 7.94% to $1.97, leading declines across cyber defense, autonomous systems, and speculative AI‑hardware defense names. Quantum Cyber (QUCY), IonQ (IONQ), AIAI Holdings (AIAI), The Elmet Group (ELMT), York Space Systems (YSS), Applied Aerospace & Defense (AADX), and Merlin (MRLN) all finished modestly lower, capping a choppy session for cyber, defense‑space, and autonomous‑vehicle names despite solid gains in drones and surveillance. #NextGen $NEXR $KTOS $AVAV $NTSK $AVEX $RKLB listingtrack.io/theme/next-gen

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New Space – Daily Gainers & Losers (06/04/26) New Space bounced smartly, led by in‑orbit services, space‑tech development, and tourism names, even as a few prior high‑flyers in AI‑space hardware and Earth‑observation took a breather. – Momentus (MNTS) jumped 20.35% to $15.79 as traders rotated back into in‑orbit services after yesterday’s selloff, with the stock rallying on heavy volume as investors reassessed its backlog of orbital transport and hosted‑payload missions against a still‑depressed small‑cap valuation. – Redwire (RDW) rose 15.09% to $21.43, extending its rebound as the space‑infrastructure specialist benefited from renewed interest in on‑orbit manufacturing, deployable antennas, and ISS‑adjacent contracts that position it as a key picks‑and‑shovels provider for the broader New Space ecosystem. – Virgin Galactic (SPCE) climbed 10.02% to $4.72, staging a double‑digit bounce after a string of steep declines, while Sidus Space (SIDU) gained 9.67% to $4.71 and Starfighters Space (FJET), Voyager Technologies (VOYG), BlackSky (BKSY), Spire Global (SPIR), Rocket Lab (RKLB), and Firefly Aerospace (FLY) all advanced 4–10% across space tourism, launch services, and satellite‑data platforms. On the downside, Rocket One (RKTO) slipped 7.94% to $1.97 as profit‑taking hit the thinly traded AI‑chip and space‑computing name after its recent surge, and RTB Digital (RTB) fell 4.67% to $3.63. IonQ (IONQ) eased 3.77% to $65.66, York Space Systems (YSS), Applied Aerospace & Defense (AADX), Intuitive Machines (LUNR), and AST SpaceMobile (ASTS) drifted 0.4–2.5% lower, while Planet Labs (PL), MDA Space (MDA), and HawkEye 360 (HAWK) managed small 1–4% gains, reflecting a more selective bid for satellite‑imaging and RF‑mapping names after yesterday’s broad selloff. #NewSpace $MNTS $RDW $SPCE $RKLB $LUNR $ASTS listingtrack.io/theme/new-space

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Nuclear – Daily Gainers & Losers (06/04/26) Nuclear edged higher overall, led by micro‑modular reactor and uranium‑fuel names, even as a few high‑beta SMR developers slipped. – Hadron Energy (HDRN) climbed 6.23% to $2.90 as investors continued to accumulate the newly listed light‑water micro‑modular reactor developer, with recent filings and NRC documents highlighting its 10 MWe “Halo” MMR design, 10‑year refueling cycle, and plans to deploy factory‑built units at data centers and industrial sites following its SPAC merger with GigCapital7. – ASP Isotopes (ASPI) rose 5.56% to $7.97, extending gains as traders focused on its role in supplying advanced isotopes and enriched uranium for next‑gen reactors, backed by earlier headlines around MOUs with European reactor partners, engineering progress at its enrichment facilities, and a high‑profile uranium‑plant agreement with TerraPower. – RTX Corp. (RTX) added 3.98% to $179.41, with the defense giant benefiting from persistent demand for missile and interceptor systems that underpin nuclear‑deterrence and air‑defense architectures, after recently lifting its 2026 profit and revenue forecasts on the back of strong weapons orders and multi‑billion‑dollar contracts for Patriot interceptors and other munitions. On the downside, X‑Energy (XE) fell 9.97% to $23.65, giving back part of its recent run across SMR and fuel‑cycle headlines, while Ampco‑Pittsburgh (AP) slid 5.64% to $11.04 and Energy Fuels (UUUU) dropped 3.50% to $17.37. The Elmet Group (ELMT), NuScale Power (SMR), Atlas Critical Minerals (ATCX), Quantum X Labs (QXL), Exelon (EXC), Constellation Energy (CEG), and Nano Nuclear Energy (NNE) all eased 1–3%, marking a modest breather for SMR developers, uranium miners, and large nuclear utilities after yesterday’s volatility. #Nuclear $HDRN $ASPI $RTX $XE $SMR $UUUU listingtrack.io/theme/nuclear

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Core AI – Daily Gainers & Losers (06/04/26) Core AI was choppy, with sharp reversals in yesterday’s high‑flyers but a strong squeeze in a tiny defense‑data name and steady bids across several healthcare‑AI platforms. – Nexera Technologies (NEXR) jumped 52.94% to $1.56 as traders piled back into the micro‑cap after Tuesday’s selloff, with quote pages showing intraday prices swinging between the low $0.90s and just above $2.10 on massive volume while investors refocused on its AI‑driven homeland‑security and real‑time voice‑decision platform launched through subsidiary KeepZone AI. – Brand Engagement Network (BNAI) gained 18.84% to $16.34 as the conversational‑AI and “Fleet AI” specialist bounced on news of fresh investment and ongoing expansion of its generative‑agent platform for enterprise engagement across digital channels, with recent coverage emphasizing its push into more human‑like, multimodal customer‑service agents. – Generate Biomedicines (GENB) rose 13.87% to $14.70, extending its post‑IPO momentum as investors continued to back its generative‑biology platform, which uses diffusion and graph‑based models plus high‑throughput biohardware to design protein therapeutics and has already produced an AI‑designed asthma candidate now in late‑stage trials. On the downside, Chaince Digital (CD) fell 18.63% to $6.51 and Wellchange Holdings (WCT) dropped 18.29% to $2.10 as profit‑taking slammed small‑cap enterprise and healthcare‑AI names that had surged earlier in the week. Cypherpunk (CYPH) slid 16.83% to $0.98, Decoy Therapeutics (DCOY) lost 15.81%, Xiao‑I (AIXI), Ciena (CIEN), FiEE (FIEE), Broadcom (AVGO), AEVEX (AVEX), and SS Innovations (SSII) all declined 11–14%, capping a rough session for AI‑linked data‑center hardware, robotics platforms, and specialized healthcare‑AI software despite notable strength in a handful of analytics and biotech names. #CoreAI $NEXR $BNAI $GENB $CD $WCT $AVGO listingtrack.io/theme/core-ai

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