GSAT Doubles, HOOD Rips 10%: The Peace Trade Is Real and These Are Its Biggest Winners

While everyone's busy watching crude oil do a dramatic 7% swan dive to ~$92/barrel, the real action is in two names that popped so hard they deserve their own victory lap. $GSAT (Globalstar) exploded 10%+ — and that's the conservative print — after Amazon agreed to acquire the satellite operator for $90/share in a ~$11.6 billion deal, a staggering 117% premium over its late-October price. Bloomberg's YouTube coverage called it a spectrum and infrastructure play, and Reddit's r/stocks is treating it like a lottery ticket that actually hit.

Meanwhile, $HOOD (Robinhood) is having its own moment after Bernstein reiterated its outperform with a $130 price target — implying 65%+ upside from current levels. The thesis? Prediction markets nearly quadrupling in 2026 thanks to the FIFA World Cup and midterms, plus $1B+ in crypto revenue this year. YouTube finance and X are both buzzing that Robinhood only captures 4% of US retail brokerage revenue — which is either terrifying or the most bullish setup you've heard all week.

The Nasdaq just logged its tenth consecutive day of gains — longest streak since 2021 — and the S&P is knocking on the door of all-time highs. Call it a peace rally, call it short covering, call it whatever helps you sleep at night.